Federal Funding Academy: Advanced

New Orleans, LA US
March 24, 2023

This one-day federal grant management training builds upon FTLF’s Federal Funding Academy, diving deeply into more advanced concepts and issues in the areas of cost allocation and contract and subrecipient management, while also providing an introduction to the various “national policy requirements” that attach to funding in most federal grant programs. 

Join attorneys from FTLF’s Federal Grant Law Practice Group to examine cost allocation requirements and strategies in considerable detail, building from core concepts and legal requirements.

Designed as a follow-on course to FTLF’s Federal Funding Academy, this training is well-suited for personnel with intermediate to advanced levels of experience.

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
  • 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: 
  • 6.00 Certificate of Attendance
Course opens: 
Course expires: 
Event starts: 
03/24/2023 - 10:30am EDT
Event ends: 
03/24/2023 - 6:00pm EDT


New Orleans, LA or FTLF Virtual Classroom
Friday, March 24, 2023
*All specific agenda times are Central Time and subject to change*
Friday, March 24, 2023
9:30 a.m. - 5:00 p.m. CT
9:30 - 10:45 a.m.Complex Costs
10:45 - 11:00 a.m.
11:00 a.m. - 12:00 p.m.Conflict of Interest & Standards of Conduct
12:00 - 1:00 p.m.
Lunch Break
1:00 - 2:30 p.m.Federal Interest: Notices, Standard Forms, Letters and Agreements 
2:30 - 2:45 p.m.
2:45 - 4:45 p.m.
Managing the Subrecipient Relationship
  • Drafting Agreements
  • Conducting Risk Assessments
  • Monitoring Subrecipients
4:45 - 5:00 p.m.Wrap-Up and Q&A


The Westin New Orleans
100 Iberville St.
New Orleans, LA 70130
United States
+1 (202) 466-8960

In-Person Venue Information

FTLF has negotiated a discount rate of $239 per night. You can make your reservations by clicking here or contacting the hotel directly at 1.888.627.8180. The discounted rate expires Friday, March 3. FTLF cannot guarantee the availability of a hotel room after the March 3 cut-off date or after the specially rated FTLF block has been filled.

Our guests receive the following added perks:
  • Discounted rate available three (3) days prior to the event and three (3) days after, based on availability
  • Complimentary Wi-Fi in guestrooms
  • Complimentary use of WestinWORKOUT Fitness Studio

Virtual Venue Information

This live, interactive training will take place in FTLF's Virtual Classroom, hosted by Zoom. Should you have any technical questions or would like more information, please contact us at learning@ftlf.com or 1-855-200-3822.


Phillip is Senior Counsel in the firm’s Federal Grants and Health Law 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 Feldesman Tucker, 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]


Serving as Counsel in the Federal Grants, Health Law, Litigation, and Government Contracts practice groups, Rosie counsels and litigates on behalf of a diverse group of federal grant recipients, including Federally Qualified Health Centers and Head Start programs. Ms. Griffin also defends clients across a wide range of business sectors facing investigations and litigation under the False Claims Act and similar statutes. Ms. Griffin brings deep knowledge to this work, and a unique perspective, having worked for many years at an elite relator’s side firm representing whistleblowers in False Claims Act cases. Her years of False Claims Act experience allow her to guide clients through all phases of a government investigation, from responding to civil investigative demands and subpoenas through litigation. [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]

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]


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).

Participants can earn up to 6.80 CPE credits in Specialized Knowledge and Applications upon completion of all course requirements.


  • Prerequisites: None 
  • Target Audience: 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
  • Advanced Preparation: None  
  • Program Level: Intermediary to Advanced
  • Delivery Method: Group Internet Based

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

  • 6.00 Certificate of Attendance
Please login or register to take this course.
Please login or register to take this course.
Please login or register to take this course.
Please login or register to take this course.


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 January 10)
Regular Registration
(January 11 to February 28)
Late Registration
(March 1 or Later)
Virtual Registration
Early Registration
(Through January 10)
Regular Registration
(January 11 to February 28)
Late Registration
(March 1 or Later)

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
10% off 15% off20% offCall us!

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.

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, minus a $75 administrative 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.


Yes, you can transfer from attending in-person to virtually. Please note that no refunds of the price difference, if any, will be given. All transfer requests must be submitted in writing.


Yes, you can transfer to attend in-person, providing there is an open seat. Any additional registration cost is due at the time of transfer. All transfer requests must be submitted in writing.

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

Required Hardware/Software

Google Chrome or Mozilla Firefox are the preferred browsers.