Facebook
X
LinkedIn
ForwardFederal Funding Academy (In-Person)
Live, 3 Day Federal Grants Management Training
Full of updates on the current state of grants, attestations, terminations, and much more
A three-day overview of the federal grants system, covering everything from the legal underpinnings of the system, through cost allowability and allocation, to procurement, subaward requirements, property management, audit resolution, and more.
This program of instruction is led by attorneys from the firm's Federal Grants practice group, who leverage their backgrounds and experience in areas of law critical to federal programs to convey both clear explanations of legal requirements and practical assessments of risk areas and best practices. In our three days together, our instructors provide in-depth information, building from an overview of the system and of each key compliance area, to discussion of fundamental regulatory language, to analysis of compliance measures and best practices in light of common federal awarding agency practices.
Our goal, whether you are new to federal awards and in need of a thorough overview or an experienced grants manager looking for a next-level understanding of the grants system, is that you leave with more knowledge than you came and that the knowledge be actionable. At this highly interactive and at times humorous training event, you'll have plenty of opportunities for discussion with our faculty and should leave with no question unanswered.
Included in Your Registration:
- Three days of education sessions focused on federal grants
- Networking opportunities with the trainers and your peers from across the country
- Q&A with attorneys who provide counsel and advice to federal grants recipients
Target Audience
Grant Professionals including:
- Executive Leadership including CEOs, CFOs and COOs
- Grant Specialists and Administrators
- Finance Department Personnel involved in Budgeting and Funds Management
- Grant Managers
- Program Officers
- Grant Officers
- Auditors
The training is suited to recipients managing grants in any federal grant program as well as personnel from nonprofits, local governments, institutions of higher education and state governments.
Learning Objectives
After this training, you will be able to:
- Understand the federal financial assistance system underlying all grant awards;
- Discuss the specific regulatory requirements applicable to key areas of federal grant management, regardless of program;
- Describe the core concepts of financial management and cost allocation, and how to apply them; and
- Identify the major requirements of the Uniform Guidance, including procurement standards, subrecipient management requirements, and the allowable costs/ cost allocation system – as well as implementation strategies for each.
Agenda
Wednesday, August 12 | |
| 9:00 – 10:15 a.m. | The Grant Agreement: What are your obligations? What can change? |
| 10:15 – 10:30 a.m. | Break |
| 10:30 a.m. – 12:00 p.m. | Understanding the Federal Grant System |
| 12:00 – 1:00 p.m. | Lunch Break |
| 1:00 – 2:15 p.m. | Hot Topics in Grants |
| 2:15 – 2:30 p.m. | Break |
| 2:30 – 4:15 p.m. | Subrecipients Relationships and Pass-through Entity Responsibilities |
| 4:15 – 4:30 p.m. | Q&A |
Thursday, August 13 | |
| 9:00 – 10:30 a.m. | Contracts Under Grants: The Procurement Standards |
| 10:30 – 10:45 a.m. | Break |
| 10:45 a.m. – 12:15 p.m. | Cost Allocation, Indirect Cost, and Time & Effort |
| 12:15 – 1:15 p.m. | Lunch Break |
| 1:15 – 2:45 p.m. | Cost Allocation, Indirect Cost, and Time & Effort, continued |
| 2:45 – 3:00 p.m. | Break |
| 3:00 – 4:15 p.m. | Federal Interest, Program Income, and Cost Share/Match |
| 4:15 – 4:30 p.m. | Q&A |
Friday, August 14 | |
| 9:00 – 10:00 a.m. | Conflict of Interest |
| 10:00 – 10:30 a.m. | Prior Approvals |
| 10:30 – 10:45 a.m. | Break |
| 10:45 a.m. – 12:15 p.m. | Audits and Resolving Audit Findings |
| 12:15 – 12:30 p.m. | Wrap-Up and Q&A |
In-Person Venue Information
The Westin San Diego Bayview has a discounted room block for training attendees at a room rate of $219.00 per night plus taxes (currently state and local taxes 16.02%, Occupancy Tax 13.945%, San Diego Tourism Marketing District Assessment 2%, and CA Assessment Fee 0.27%) and applicable fees. The destination fee is waived for rooms booked in the Feldesman block.
For reservations, contact the hotel at 1-888-627-9033 and request the Feldesman/Federal Funding Academy group rate. The room block cutoff is Monday, July 20, 2026. Feldesman cannot guarantee the availability of a hotel room after the cut-off date or after the specially rated block has been filled - whichever comes first. Rooms are limited, and we recommend making your reservations early.
Travel
The hotel is located 2 miles from San Diego International Airport (SAN) and offers a complimentary shuttle. Please contact the hotel to schedule.
Valet parking is currently priced at $60 plus tax per night per vehicle, and day valet parking is available for $25 per guest. For more information about parking, hotel shuttles, and transportation, visit the hotel website.
Phillip A. Escoriaza
Phillip Escoriaza is a Partner in the firm’s Federal Grants and Health Care practice groups. A native of Puerto Rico, Phillip’s bilingual, nationwide practice serves non-profit organizations, municipalities, local government agencies, and other federal grantees. Prior to joining the firm, Phillip ran a practice from San Juan which spanned corporate, business, public policy, government and contract law, and included contested matters and appeals before state and federal courts. [Full Bio]
Ted Waters
Serving as Managing Partner of the firm and a member of the Federal Grants and Health Care practice groups, Ted focuses his practice on helping organizations solve problems. Ted’s vast experience in financial, cost reporting, reimbursement and administrative issues is widely recognized, and he routinely handles challenging issues for clients such as government audits, internal investigations and litigation. [Full Bio]
Participants can earn up to 17.0 CPE credits in Specialized Knowledge and Applications upon completion of all course requirements.
ADDITIONAL INFORMATION
- Prerequisites: None
- Target Audience: Grant Professionals, including Executive Leadership including CEOs, CFOs, COOs, Grant Specialists, Grant Administrators, Grant Managers, Finance Personnel, Program Officers, Grant Officers, and Auditors.
- Advanced Preparation: None
- Program Level: All
- Delivery Method: Group-Live
Feldesman LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org (formerly www.learningmarket.org).
Available Credit
- 15.00 Certificate of Attendance
- 17.00 CPE
Price
Training is Not Recorded
This training will not be recorded for later viewing, as we would like attendees to be comfortable and candid, sharing their experiences and asking scenario-based questions. The discourse between the attorneys and participants is a valued part of each training.
Registration Fees
In-Person Registration | ||
Early Registration (Through May 20, 2026) | Regular Registration (May 21, 2026 to July 15, 2026) | Regular Registration (July 16, 2026 or Later) |
| $1,395 | $1,595 | $1,695 |
Group Discounts
Bring your team! Discounts are available for groups of three (3) or more individuals from the same organization. Please contact us to process your registration.
Groups of 3 - 6 | Groups of 7 - 10 | Groups of 11 - 15 | Over 15 attendees |
| 10% off | 15% off | 20% off | Call us! |
Registration Instructions
Each registration must be in the name of the individual(s) who will attend. This allows us to communicate important course information to the actual attendee(s), add training materials and handouts to the right account, and properly assign certificates of attendance or CPE credits.
To register for this training:
- For yourself: login to your account and register with your personal information
- For someone else: login with the ATTENDEE’S login information or create an account for the ATTENDEE and register from the ATTENDEE's account
- For a group: email [email protected] to complete group registration
If you encounter problems or have questions contact us.
Payment Policy
We accept the following forms of payment: American Express, Mastercard, Visa, ACH, PayPal, electronic check, and check. For information about the methods of payment we accept, please review our Payment FAQs.
Refunds/Cancellations/Transfers
Review our Cancellation Policies.