Indirect Cost Planning, Allocation, and Rates: Comprehensive Two-Part Training Series

Event ID:70069

Please Select an Option
Live Webinar Only       $549.00
Digital Download (DL)     $549.00
Live Webinar & DL       $749.00
Date: 6/11/2019, 1 PM Eastern and 6/21/2019, 1 PM Eastern
Duration: Scheduled for 90 minutes including question and answer session.
Presenter(s): Rex L. Porter, principal, founder, Porter Group LLC
Price: $549.00 webinars or Downloads, $749.00 webinars and Downloads. Each option may be viewed by an unlimited number of attendees in one room using one unique login. DLs includes full audio presentation, question and answer session and presentation slides.
Credits: Each live webinar approved for 1.5 NASBA credit hours (Accounting [Governmental]).
Who Should Attend? CEOs, CFOs, executive directors, controllers, financial staff, and other senior management

Indirect Cost Planning, Allocation, and Rates: Comprehensive Two-Part Training Series, in two 90-minute sessions, offers an end-to-end approach to the range of key issues regarding applied indirect cost allocation, planning, and application of rates, including reporting in the new era of cost accountability under 2 CFR 200.

  • Indirect Cost Rates and Cost Allocation Issues: Best Practices Under 2 CFR 200 Rules – June 11, 2019
  • Advanced Indirect Cost Allocation: Optimizing Your Preparation and Risks – June 21, 2019


There will also be a summary and review of topics discussed after both sessions. The already-challenging subject of proper allocation of indirect costs becomes more complicated under 2 CFR 200. Yet this complex topic is critical to successful operation of any nonprofit that allocates indirect costs today or that hopes to in the near future. Between understanding the key indirect cost allocation standards and terms of reference in OMB’s Uniform Guidance, and applying additional federal indirect cost identification, assignment, and rate determination rules, this topic requires hand-on insights, recommendations and detailed best practices.

Please join Rex Porter, CEO of Porter Group LLC, for practical, useful insights and recommendations for understanding and applying indirect cost rates and cost allocation requirements. The contents of this two-part series provide detailed information and guidance found very few other places!


Indirect Cost Planning, Allocation, and Rates: Comprehensive Two-Part Training Series includes two sessions available live and via digital download. The areas covered include:

    1. Indirect Cost Rates and Cost Allocation Issues: Best Practices Under 2 CFR 200 Rules – June 11, 2019

    • Changes to cost allocation and indirect cost rate requirements likely having an impact on your nonprofit
    • Appropriate use of key indirect cost rate options
    • Options for how your organization best allocates costs
    • Necessary changes to your policies and procedures under the 2 CFR 200
    • Required changes to operational systems
    • Why a nonprofit might want to turn down receiving indirect cost reimbursements


    2. Advanced Indirect Cost Allocation: Optimizing Your Preparation and Reducing Risks – June 21, 2019

    • Rates types—how to seek other than provisional rates
    • Rates—is the 10% De Minimis rate right for you
    • Bases—how to use MTDC and other bases
    • Pools—how to create an indirect cost pool and common elements
    • Unallowable costs—how to recognize and eliminate
    • Plans—can we use our own indirect rate plan to bill our funder
    • NICRA—how to seek your first federal indirect cost rate
    • Common indirect cost audit findings
    • Complex indirect cost FAQ nonprofits and our answers




Your conference leader for "Indirect Cost Planning, Allocation, and Rates: Comprehensive Two-Part Training Series" is Rex Porter. Rex is the principal and founder of Porter Group LLC, a premier national federal grant funding and compliance consultant service that serves nonprofits across the country. During his 25-year career in federal grants management Rex has served as a federal grants official, grant funded organization executive director and local government project manager. These experiences prepared him for his role as a sought after federal grants compliance expert. His current practice supports nonprofits and local governments stay compliant with the ever changing and complex world of federal grant rules – especially 2 CFR 200.

Rex is a retired Air Force officer who worked extensively with federal funded grants and contracts. His degrees include a master of business administration, master of science in systems management and he is certificated in nonprofit management and holds federal certificates in program and contract management. Through his Porter Group LLC consulting firm, Rex annually helps dozens of nonprofits and local government officials by conducting compliance risk assessments, building better internal controls for grants compliance and creating and delivering unique and compelling training materials.

An avid hiker, Rex and his wife enjoy the environment and scenery around their Scottsdale, Arizona home and he considers traveling and spending time with family his two favorite hobbies. He enjoys giving back to his community. On any given night Rex might be found doing pro bono searches for grant funds or helping a local nonprofit improve their grant practices. QUALITY COMMITMENT

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