Audit, Structural and cohesion funds/ESIF

Financial Management and Audit of EU Structural Funds, 2021-2027

How have Programme Finance, Financial Management and Audit rules changed for the new 2021-2027 period? What are the key live issues for finance, control and audit at present and how are these likely to evolve in the future? What do new Programmes look like and have they taken advantage of the new, extraordinary financial flexibilities?

About this course

How have Programme Finance, Financial Management and Audit rules changed for the new 2021-2027 period? What are the key live issues for finance, control and audit at present and how are these likely to evolve in the new programming period? What do new Programmes look like and have they taken advantage of the new, extraordinary financial flexibilities?

This course over 3 half-days will address these questions and take a close look at a sample of programmes, as well as financial and reporting templates for the new programmes. There will be a special focus on extending the use of simplified cost options, the most frequent audit issues (eg. Eligibility of expenditure, public procurement) and how public procurement rules are being followed on the ground.

What will you learn:

Practical issues to be discussed will include:

  • financial tables and the flexibilities in 2021-2027
  • key issues for the eligibility of expenditure
  • the extended use of simplified cost options and how to choose between them
  • changes to the audit of accounts, systems and operations
  • dealing with irregularities, corrections, withdrawals
  • coordinating Cohesion and RRF funding
  • the link between finance and performance, using the Performance Framework

There will be keynote presentations from:

  • Dermot Byrne, a leading Member State audit practitioner
  • a senior official from the European Court of Auditors, specialising in public procurement.

Course methodology/highlights:

You will be guided by Marco Lopriore and Robin Smail, experienced Structural Funds experts who have worked in Brussels and across the EU, gathering numerous case studies and examples of good practice.

We aim to make the course as interactive as possible. Workshops and exercises will be used to help participants get to grips with practical tools and methodologies. Participants will also have ample opportunity to exchange views informally on the course topics.

This course is intended for:

  • managers and practitioners from managing authorities (Managing, Certifying and Audit authorities) whether they are national, regional or local authorities; and from other public bodies of EU Member States (and associated countries) working with Structural Funds
  • economic and social partners / stakeholders working with the Structural and Investment Funds, such as employers’ associations, consultants, NGOs, education bodies etc.

Online Course
For this online course we make use of Zoom

Programme Organiser
Ms Isabela Puscasu
Tel: +31 43 3296240
i.puscasu@eipa.eu

Discounts
EIPA member fee
EIPA offers a discount to all civil servants working for one of EIPA’s supporting countries, and civil servants working for an EU institution, body or agency

Who are the supporting countries?
Civil servants coming from the following EIPA supporting countries are entitled to get the reduced fee: Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Spain, Sweden.

For all other participants, the regular fee applies

Early bird discount
The early bird discount is not cumulative with other discounts or promo codes, except for the EIPA member fee.

Loyalty coupon
As a token of appreciation we offer all our participants a loyalty coupon for one of our future courses. The offer can be shared with colleagues and relevant networks. The coupon will expire one year after its release. This discount is not cumulative with other discounts, except for the EIPA member fee.

Confirmation
Confirmation of registration will be forwarded to participants on receipt of the completed online registration form.

Payment
Prior payment is a condition for participation.

Cancellation policy
For administrative reasons you will be charged € 50 for cancellations received within 7 days before the activity begins. There is no charge for qualified substitute participants.

EIPA reserves the right to cancel the activity up to 1 week before the starting date. In that case, registration fees received will be fully reimbursed.

A few days before the start of the course you will receive the log-in details for accessing the course materials. You can log in here.

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Our experts

robin smail new photo 2024
Project leader

Robin Smail

Robin Smail Training & Consultancy
Dermot Byrne

Dermot Byrne

Former Head of ERDF Audit Authority Department of Public Expenditure and Reform in the Republic of Ireland

Programme

08.30Opening of ZOOM platform
09.00Welcome of participants, opening of the online course
Marco Lopriore, Expert, EIPA, Maastricht
09.15The New Regulations, 2021-2027: policy context and highlights for financial management and audit

  • The new legal framework of CPR regulation and EC guidance
  • Use of funds to react to emergency responses and the new RepowerEU initiative
  • Protecting the EU budget, Integrity Pacts and the Rule of Law mechanism
  • New EU initiatives on conflict of interest, corruption and whistleblowing

Marco Lopriore

09.55Tour de Table: your programmes, your issues
10.15Virtual Coffee break
10.30New Programmes and Finance, 2021-2027

  • Partnership Agreement, programme structure
  • justifying priorities, financial allocations, financial flexibility and transfers
  • conditionality, concentration, use of funding instruments
  • examples of new programmes

Robin Smail, Visiting Expert EIPA, Consultant, UK/IE (and former Detached National Expert, EC)

11.20Short break
11.35Financial Management and Programme Finance

  • the new programmes, financial tables
  • financial planning, commitments, automatic de-commitment

Robin Smail

12.15Maximising the impact of Cohesion policy alongside the RRF

  • Impact of financial planning of RRF on Cohesion funding
  • Demarcation and tools to avoid double funding
  • Payment profiles, milestones and targets
  • Methodology for partial payments

Marco Lopriore

12.55Question and answer session
13.10End of first day
12.45ZOOM Platform opens
13.00Simplified Cost Options 2021-2027 and latest EC guidance

  • Types of SCO in 2021-2027 Level 1 and Level 2
  • Indicators, calculation methods, adjustments methods

Marco Lopriore

13.40Break-out rooms: experimenting the application of simplified costs options

  • Flat rates, direct and indirect costs
  • Standard scales of unit costs (SSUC) and lumpsums

Marco Lopriore

14.20Coffee break & meet Guest speaker
14.40Control and Audit of Structural Funds, moving from 2014-2020 to 2021-2027

  • Management and Control Systems (MCS), audit of systems, new Key Requirements
  • annual Accounts – preparation, audit and acceptance by Commission
  • audits of operations, sampling, changes for 2021-2027
  • typology of errors

DISCUSSION: your most frequent audit issues, and simplifying audit work

  • public procurement
  • financial irregularities, corrections, withdrawals

Dermot Byrne, ERDF Audit Authority, Department of Public Expenditure Reform, Dublin

15.50Short Break
16.00Workshop: risk factors
16.20Financial Management and Programme Finance (contd.)

  • financial planning, commitments, automatic de-commitment
  • pre-financing, interim payments, technical assistance
  • the accounting year and calculation of the annual balance
  • timetables for payments and programme closure
  • financial control, management verifications
Robin Smail
17.05Q&A session
17.15End of second day
08.45Opening of ZOOM platform
09.00Review of Issues from days 1 & 2
09.05Eligibility of Expenditure

  • Highlight on direct staff costs, VAT, durability, and second-hand equipment
  • State Aid, location and visibility
  • Seal of Excellence (SoE), cumulation rules between EU funds, synergies

Marco Lopriore

09.50Break-out rooms: eligible expenditures
10.30Virtual Coffee break & meet Guest speaker
10.55Presentation of the Special Report 28/2023 on Public Procurement in the EU

  • Observations on PP over the last 10 years, simplification, SME access and strategic procurement
  • Shortcomings in EC monitoring and action by EC and MS
  • Recommendations by ECA

Christophe Grosnickel,  Deputy Head of Task for the audit, European Court of Auditors (ECA)

11.45Short Coffee Break
11.55Discussion: Measuring Value for Money
12.15Financial Management and Programme Performance

  • Transmission of financial information, reporting
  • monitoring and reporting performance, the new Performance Framework
  • new Reporting templates, the new OP template – finance
  • evaluation and VfM

Robin Smail

13.00Q&A
13.15Evaluation feedback from participants
13.20End of course

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Financial Management and Audit of EU Structural Funds, 2021-2027

Confirmed
22 May 2024 - 24 May 2024
Online
Register before: 21 May 2024

Simultaneous interpretation can be offered. Contact the programme organizer for more information and conditions.

 795 per attendee
 675 for EIPA members
Registration closed

Discount policy

EIPA offers a discount to all civil servants working for one of EIPA’s supporting countries, and civil servants working for an EU institution, body or agency.

Who are the supporting countries?

Civil servants coming from the following EIPA supporting countries are entitled to get the reduced fee: Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Spain, Sweden.

For all other participants, the regular fee applies.

Early bird discount

For a limited number of training courses, EIPA offers an early bird discount.

For more information please contact us.

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Register before: 21 May 2024
Registration closed

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