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ForwardFederal Funding Academy (6/13/18)
Portland, OR US
June 13, 2018 to June 15, 2018
Live, 3 Day Federal Grants Management Training
Get answers to your toughest grant questions
Join us at FTLF's Federal Funding Academy, 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 participants 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.
"In-depth training in layman terms -- it was very effective in conveying critical information and guidance. A wealth of information covered with sample forms to implement and use. All speakers were awesome!! I loved the humorous involvement that all could relate to." - Past Attendee
INCLUDED IN YOUR REGISTRATION:
- Three days of grants training led by FTLF attorneys who, on a daily basis, provide counsel and advice to federal grant recipients
- Continental Breakfast and lunch on all three days
- BONUS! Networking opportunities with the trainers and your peers from across the country
- NOT INCLUDED: Sponsors with sales pitches
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
At this training participants will:
- Understand the federal financial assistance system underlying all grant awards;
- Understand the specific regulatory requirements applicable to key areas of federal grant management, regardless of program;
- Review and discuss the core concepts of financial management and cost allocation, and how to apply them; and
- Closely examine the requirements of the Uniform Guidance, including procurement standards, subrecipient management requirements, and the allowable costs/ cost allocation system – as well as strategies for implementation of each.
Can't make it to Portland? Check out other upcoming Federal Funding Academy Sessions:
FEDERAL FUNDING ACADEMY
Portland, OR
Wednesday, June 13, 2018 – Friday, June 15, 2018
Wednesday, June 13, 2018 8:30 am – 4:30 pm
8:30 am – 9:00 am REGISTRATION & CONTINENTAL BREAKFAST
9:00 am – 9:15 am WELCOME
9:15 am – 10:45 am UNDERSTANDING THE FEDERAL GRANT SYSTEM AND THE GRANT AGREEMENT
Overview of the federal grants system, including the legal regime upon which the system is based, fundamental financial management concepts, basic cost allowability, and an overview of the “contractual” relationship between the government and the grantee.
Presenters: Edward (Ted) Waters, Scott S. Sheffler.
10:45 am – 11:15 am THE VIEW FROM WASHINGTON
Discussion on the legal implications of what is happening in Washington, D.C. This session will cover questions including continuing finding issues, sanctuary cities, what the President can/cannot do and what this all means to you.
Presenters: Edward (Ted) Waters,
11:15 am – 11:30 am BREAK
11:30 am – 12:00 pm UNDERSTANDING THE FEDERAL GRANT SYSTEM CONT
Continuation of above-described session.
12:00 pm – 1:00 pm SUBRECIPIENT RELATIONSHIPS AND PASS-THROUGH ENTITY RESPONSIBILITIES
A full examination of the passthrough entity-subrecipient relationship. This session begins with an analysis of the distinctions between subawards and “contracts,” and proceeds through the life-cycle of a subaward, from risk assessment through closeout. It also addresses fixed amount subawards and FFATA requirements.
Presenters: Edward (Ted) Waters, Scott S. Sheffler
1:00 pm – 2:15 pm LUNCH
2:15 pm – 3:00 pm SUBRECIPIENT RELATIONSHIPS AND PASS-THROUGH ENTITY RESPONSIBILITIES (CONT)
Continuation of the above-described session.
3:00 pm – 3:30 pm CONTRACTS UNDER GRANTS: THE PROCUREMENT STANDARDS
Discussion of all aspects of the federal procurement standards, including nuanced applicability issues, competition requirements, sole source contracting, and standards of conduct. Includes application of the regulatory standards to real world examples.
Presenters: Edward (Ted) Waters, Scott S. Sheffler
3:30 pm – 3:45 pm BREAK
3:45 pm – 4:30 pm CONTRACTS UNDER GRANTS: THE PROCUREMENT STANDARDS (CONT)
Continuation of the above-described session.
Thursday, June 14, 2018 8:30 am – 4:30 pm
8:30 am – 9:00 am CONTINENTAL BREAKFAST
9:00 am – 10:45 am OPERATIONALIZING INTERNAL CONTROL STANDARDS AND REQUIREMENTS
In consideration of the Uniform Guidance’s heavy focus on internal controls, in this session we thoroughly address the GAO Green Book’s (Standards for Internal Control in the Federal Government) five components and 17 elements of internal control, discussing common internal control failures as well as strategies and best practices for incorporating adequate controls into organizational systems and activities.
Presenter: Jerry Bertrand
10:45 am – 11:00 am BREAK
11:00 am – 12:30 pm COST ALLOCATION, INDIRECT COSTS, AND TIME & EFFORT
This session provides an in-depth discussion of the principles and requirements underlying proper cost allocation, direct and indirect allocation examples, an examination of indirect cost pools and rates, as well as a discussion of the indirect cost rate agreement (“ICRA”) negotiation process. This session will further address time and effort practices and documentation, and how such processes work in furtherance of the cost allocation requirements.
Presenters: Edward (Ted) Waters, Scott S. Sheffler
12:30 pm – 1:45 pm LUNCH
1:45 pm – 3:15 pm COST ALLOCATION, INDIRECT COSTS, AND TIME & EFFORT (CONT)
Continuation of above-described session.
3:15 pm – 3:30 pm BREAK
3:30 pm – 4:30 pm FEDERAL INTEREST & PROPERTY MANAGEMENT
In this session, we discuss the “federal interest” that is created in grantee property when it is acquired or improved with federal funds, including valuation of that interest and long-term consequences. We further discuss grant management requirements and limitations regarding the use, management, and disposition of federally funded equipment and real property.
Presenters: Edward (Ted) Waters, Scott S. Sheffler
Friday, June 15, 2018 8:30 am – 3:00 pm
8:30 am – 9:00 am CONTINENTAL BREAKFAST
9:00 am – 10:30 am COST SHARE / MATCH
In this session we discuss requirements related to cost sharing/matching obligations in certain federal programs. Based upon government-wide treatment under the Uniform Guidance, we focus in detail on valuation and documentation of various types of third party in-kind donations. We also cover common compliance issues related to cost sharing, and use case studies to demonstrate the principles.
Presenters: Edward (Ted) Waters, Jerry Bertrand
10:30 am – 10:45 am BREAK
10:45 am – 12:15 pm AUDITS, AUDIT RESOLUTION & ADMINISTRATIVE APPEALS
Discussion of the audit process, including annual (Single Audit Act) audits, nonroutine audits, and other federal inquiries. In this session, we also address the audit resolution process, and administrative appeals of agency final decisions.
Presenters: Edward (Ted) Waters, Scott S. Sheffler
12:15 pm – 1:30 pm LUNCH
1:30 pm – 2:30 pm IN DEPTH ANSWERS TO YOUR HARDEST QUESTIONS
Participants submit questions by lunch of Day 2 (anonymous if preferred). Our panel will provide in depth answers and analysis for four or five of those questions.
Panel: Edward (Ted) Waters, Jerry Bertrand, Scott S. Sheffler
2:30 pm – 3:00 pm OPEN Q & A – WRAP-UP
Hilton Portland Downtown
921 SW Sixth Avenue
Portland, OR
97204-1296
United States
+1 (503) 220-2563
FTLF has an open room block at the Hilton Portland Downtown hotel for all attendees at a discounted rate. To access the room block and book your reservation, please visit www.portland.hilton.com and enter FFA into the Group/ Convention Code box as you are making your reservation. If you would prefer to speak with a representative to make your reservation, please call 1-800-HILTONS.
PLEASE NOTE: The room block is only available until May 21, 2018 so be sure to make your reservation early!
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 focuses his practice on helping organizations to solve problems, often in crisis situations. 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 and the never-ending list of grant administration matters. Ted’s expertise in financial, cost reporting, reimbursement, and administrative issues is widely recognized, and illustrated by his selection as a 2014, 2015, and 2018 Washington, D.C. Super Lawyer in health care. Ted routinely handles challenging issues for clients such as government audits, internal investigations, and litigation, deftly guiding them to a resolution. His priority is to help each organization carry out its mission and ensure that legal challenges do not distract from that focus. From his more than a decade of experience running the firm, Ted understands acutely the challenges of keeping an organization running, and offers practical, down-to-earth counsel to support organizational leaders in doing just that. [Full Bio]
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]
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 CPE credits in Specialized Knowledge and Applications.
ADDITIONAL INFORMATION
- 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 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.learningmarket.org.
Price
Cost:
$1,450.00
FTLF Attorneys can defend your grantee rights.
But they'd rather teach you your rights. So you don't have to worry about defending them.
"Very effective and directly useful training session. I particularly enjoyed the presenters' ability to use humor and anecdotes to deliver otherwise very dry material." - Past Attendee
PRICE INCLUDES:
- Three days of grants training led by FTLF attorneys who, on a daily basis, provide counsel and advice to federal grant recipients
- Continental Breakfast and lunch on all three days
- BONUS! Networking opportunities with the trainers and your peers from across the country
- BONUS! 50% off a federal grant webinar from FTLF
- BONUS! Follow-up thirty-minute Q&A with the trainers one month after the training to answer any questions that may have come up after you returned to your organization
- NOT INCLUDED: Sponsors with sales pitches
Registration Options:
- To register for this training for you, login or register with your personal information
- To register for this training for someone else, log in with the ATTENDEE’S login information or create an account for the ATTENDEE
- To register for a group of three or more attendees, please contact learning@ftlf.com to receive instructions on how to obtain a discounted group rate.
Why do I need to register using the attendee’s login information?
It is essential that each training registration is listed under the actual attendee’s name. This allows FTLF to add important training materials to their account including handouts and training certificates. For questions or issues, contact Learning@FTLF.com.
Available payment methods include purchase order, check, and credit card. Payment for this live training is due 2 weeks before the start of the event. If payment is not received in full 2 weeks prior to the start of the event, your order will be canceled and you will be denied entrance to the training.
Cost for this 3 Day Training:
Early bird rate (until May 11): $1350 per person
Registration for 3 or more people: $1250 per person
Cancellation Policy for this Event:
All cancellation requests must be received in writing at learning@ftlf.com. Requests for refunds will be granted according to the following schedule:
- Requests received 30 or more days prior to the event will receive a full refund.
- Requests received between 11 to 29 days prior to the event will receive a 50% refund.
- Requests received within 10 days of the event start date are not eligible for a refund.
If there are extenuating circumstances regarding your cancellation, please reach out to the FTLF Training Team directly at learning@ftlf.com.