Federal Funding Academy

New Orleans, LA US
March 4, 2020 to March 6, 2020

Limited Seats Available

Contact us at learning@ftlf.com or over the phone at (855) 200-3822 to check availability for this training.

What's new for New Orleans? Be among the first to hear our in-depth analysis of OMB's proposed revisions to the Uniform Guidance. We're updating the agenda to include dedicated time to discuss what these changes may mean for grantees.

A three-day overview of the federal grants system, covering everything from the legal underpinnings of the system through procurement and subaward requirements, cost issues, and audit resolution. 

Federal Grants Practice Group attorneys Ted Waters and Scott Sheffler and independent grants consultant Jerry Bertrand dive deeply into and lead you through in-depth discussions of regulatory language and effective implementation – particularly when the regulations are ambiguous.  

At this highly interactive and at times humorous training session, you'll have plenty of opportunities for discussion with Ted, Scott, and Jerry. Take advantage of this opportunity to have your questions answered and to directly apply the knowledge you've gained from the training session.


  • Three days of education sessions focued on federal grants
  • Continental breakfast and lunch on all three days
  • 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 CEO's, CFO's and COO's
  • 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.

Course summary
Available credit: 
  • 16.50 Certificate of Attendance
Course opens: 
Course expires: 
Event starts: 
03/04/2020 - 9:00am EST
Event ends: 
03/06/2020 - 2:30pm EST


Wednesday, March 4 - Friday, March 6, 2020 | New Orleans, LA

Day 1

Wednesday, March 4, 2020
8:30 am - 4:30 pm
8:30 am - 9:00 amRegistration & Continental Breakfast
9:00 am - 9:15 amWelcome
9:15 am - 10:45 am
Understanding the Federal Grant System and the Grant Agreement
  • Overview of grant management systems and policies
  • Types of funding sources and associated limitations
10:45 am - 11:00 amBreak
11:00 am - 12:15 pm
Understanding the Federal Grant System and the Grant Agreement (Cont.)
  • Terms and conditions of a federal award
  • The notice of award and “scope of project”
12:15 pm - 1:15 pmLunch (Provided by FTLF)
1:15 pm - 2:45 pm
Subrecipient Relationships and Pass-through Entity Responsibilities
  • Choosing between contracts and subawards
  • Making, structuring, and administering the award
  • Closing out the award
2:45 pm - 3:00 pmBreak
3:00 pm - 4:30 pm
Contracts Under Grants: The Procurement Standards 
  • Procurement planning and the competitive process
  • Making and documenting an award
  • Standards of conduct and conflicts of interest

Day 2 

Thursday, March 5, 2020
8:30 am - 4:30 pm
8:30 am - 9:00 amContinental Breakfast
9:00 am - 10:45 am
Operationalizing Internal Control Standards and Requirements
  • Components and elements of internal controls
  • Common areas of internal control failure
  • Best practices and strategies for implementation
10:45 am - 11:00 amBreak
11:00 am - 12:15 pm
Conflict of Interest & Standards of Conduct
12:15 pm - 1:15 pmLunch
1:15 pm - 2:45 pm
Cost Allocation, Indirect Cost, and Time & Effort 
  • Direct costs vs. indirect costs
  • Simplified vs. multiple allocation methods
2:45 pm - 3:00 pmBreak
3:00 pm - 4:30 pm
Cost Allocation, Indirect Cost, and Time & Effort 
  • Indirect cost rate agreements
  • Essential elements of a time and effort system

Day 3

Friday, March 6, 2020
8:30 am - 2:30 pm
8:00 am - 8:30 amContinental Breakfast
8:30 am - 9:45 am
Federal Interest & Property Management
9:45 am - 10:00 amBreak
10:00 am - 11:00 am
Cost Share / Match
  • Items and services that count as match
  • How to document matching share
  • Why showing "overmatch" makes sense
  • Common and uncommon pitfalls you should avoid
11:00 am - 11:15 amBreak
11:15 am - 12:30 pmAudits & Program Review
12:30 pm - 2:00 pm
Working Lunch (Provided by FTLF)
OMB's Proposed Changes to Uniform Guidance
2:00 pm - 2:30 pmOpen Q&A - Wrap-up


Hyatt Centric French Quarter
800 Iberville Street
New Orleans, LA 70112
United States
+1 (888) 421-1442

FTLF has secured a room block at a discounted rate. 

To make reservations:

  • Online: click here 
  • By phone: Call the hotel directly at (888) 421-1442 and identify yourself as attending the Feldesman Tucker Leifer Fidell event

Please reserve your room as soon as possible to ensure that you receive the group rate; room block expires February 20, 2020.

Our guests receive the following added perks:

  • Complimentary WiFi in your room
  • Extended group room rate, good for three nights prior to our training (based on availability), should you wish to extend your stay
  • $15 off nightly valet parking
  • Located in the heart of the French Quarter

Scott Sheffler 

A Partner with the firm in the Federal Grants and Health Law practice groups, Scott advises clients on matters of federal grant law, government contract law, and health care law.  Scott assists clients with the myriad requirements that apply upon acceptance of federal grant funding, including the administrative requirements and cost principles established in the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance), the Office of Management and Budget (OMB) Circulars that preceded the Uniform Guidance, and program-specific statutory and regulatory funding conditions. [Full Bio]

Ted Waters

Serving as Managing Partner of the firm since 2003, and a member of the Health Law and Federal Grants practices since 1992, Ted is a national authority in the area of federal grants, particularly in the health and community service spheres. He advises clients on all aspects of program requirements, including issues such as cost-based reimbursement, governance, grant administration, cost reporting, and administrative issues and routinely handles challenging issues such as government audits, internal investigations, and litigation. Ted's priority is to help each organization carry out its mission by offering practical, down-to-earth counsel and to ensure that legal challenges do not distract from that focus. [Full Bio]

Jerry Bertrand

As a consultant, Mr. Bertrand has worked in the nonprofit and higher education environments, including OneStar Foundation, Methodist Healthcare Ministries, and Texas A&M International University. He frequently brings his real-world experience to bear in teaching and coaching environments, conducting on-site training for a variety of organizations, including federal (NASA, Department of Labor, Department of Housing and Urban Development, Department of Health and Human Services, Corporation for National and Community Service) state (California, Idaho, Kentucky, and Texas state governments), local (San Diego County, and the Washington, DC governments) and nonprofit organizations (Habitat for Humanity International, Woods Hole Oceanographic Institution).

Conference participants can earn up to 19.80 CPE credits in Specialized Knowledge and Applications.


  • Prerequisites: None
  • Target Audience: Grant Professionals, including Grant Specialists, Grant Administrators, Grant Managers, Program Officers, Grant Officers, Auditors, but all are welcome.
  • Advanced Preparation: None  
  • Program Level: All
  • Delivery Method: Group-Live 

Feldesman Tucker Leifer Fidell 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

  • 16.50 Certificate of Attendance


Please login or register to take this course.

Registration Instructions

Each registration must be in the name of the individual(s) who will attend. This allows FTLF 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 Learning@ftlf.com to complete group registration

If you encounter problems or have questions Contact us.


We accept payment by PayPal, credit card, and check. Payment for any live training is due upon registration. If payment is not received in full prior to the start of the event, FTLF reserves the right to cancel your order and deny you entrance to the training.

Cost for this 3 Day Training:

Early Bird
(Until September 30)
Regular Registration
(October 1 - February 16)
Late Registration
(February 17 - March 3)

Cancellation/Transfer Policy

All cancellation or transfer requests must be received in writing at learning@ftlf.com. Requests for refunds or transfers for in-person events will be granted according to the following schedule:

  • 30 or more days prior to the event, requests for a full refund or a transfer without a fee will be granted.
  • Between 11 to 29 days prior to the event, requests for cancellations will be granted a 50% refund and requests for transfers will be granted, space permitting and subject to a transfer fee.
  • Within 10 days of the event start date, no requests for refunds or credits will be granted. At FTLF's discretion, late transfers may be granted, space permitting and subject to a transfer fee.

If there are extenuating circumstances regarding your cancellation, please reach out to the FTLF Training Team directly at learning@ftlf.com.