UFR Training and State Compliance

The start date for this course has passed. Registration is no longer available.

This course is 8.00 credits
Facility Name
Four Points by Sheraton Norwood
Facility Address
1125 Boston Providence Tpke
PO Box 9102
Norwood, MA 02062-5001
Fields of Study
Government, Non-Profit, Yellow Book
Course Level

Registration Fees

MSCPA Member
AICPA Member
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Wednesday, Aug 21, 2019
8:45am – 4:30pm

This course focuses on the finer points of preparing the Commonwealth of Massachusetts Uniform Financial Statement. We will discuss Schedule B program definitions and types in general and then look at some specific requirements as outlined in the Audit & Preparation Manual including Chapter 257. From the 2016 UFR database we will look at statistics and review many common filing mistakes. Additional topics include using data from the VendorWeb and the Federal Funds Listing, reporting contributions in programs, capital budget assets, FTEs as an annual concept, maximum salary rate, allocation of administration expense, required support schedules for other revenue/expense, classification of fund raising, using pivot tables to generate UFR data your clients can understand, recent changes in reporting requirements including surplus revenue retention, and more.


This seminar qualifies for the Workforce Training Express Fund program. The course code for this program is 112188 Click here for more details: https://www.mscpaonline.org/cpe/training_fund

The start date for this course has passed. Registration is no longer available.