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ForwardFederal Funding Academy
Live, 3 Day Federal Grants Management Training
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
Day 1 | |
Tuesday, December 12 | 9:00 a.m. - 4:30 p.m. ET |
| 9:00 - 9:30 a.m. | Welcome and Overview |
| 9:30 - 10:30 a.m. | Understanding the Federal Grant System and the Grant Agreement |
| 10:30 - 10:45 a.m. | Break |
| 10:45 - 11:45 a.m. | Understanding the Federal Grant System and the Grant Agreement, continued |
| 11:45 a.m. - 12:45 p.m. | Lunch Break |
| 12:45 - 2:15 p.m. | Subrecipient Relationships and Pass-through Entity Responsibilities |
| 2:15 - 2:30 p.m. | Break |
| 2:30 - 4:00 p.m. | Contracts Under Grants: The Procurement Standards |
| 4:00 - 4:30 p.m. | Ice Cream Social (In-person Only) |
Day 2 | |
Wednesday, December 13 | 9:00 a.m. - 4:30 p.m. ET |
| 9:00 - 10:30 a.m. | Cost Allocation, Indirect Cost, and Time & Effort |
| 10:30 - 10:45 a.m. | Break |
| 10:45 a.m. - 12:15 p.m. | Cost Allocation, Indirect Cost, and Time & Effort (Cont.) |
| 12:15 - 1:15 p.m. | Lunch Break |
| 1:15 - 2:30 p.m. | Federal Interest, Program Income, and Cost Share/Match |
| 2:30 - 2:45 p.m. | Break |
| 2:45 - 4:00 p.m. | Operationalizing Internal Control Standards and Requirements |
| 4:00 - 4:30 p.m. | OMB Proposed Uniform Guidance Changes |
Day 3 | |
Thursday, December 14 | 9:00 a.m. - 12:30 p.m. ET |
| 9:00 - 10:30 a.m. | Prior Approvals |
| 10:30 - 10:45 a.m. | Break |
| 10:45 a.m. - 12:15 p.m. | Audits, Investigations, and False Claims |
| 12:15 - 12:30 p.m. | Wrap-Up and Q&A |
In-Person Venue Information
FTLF has negotiated a discount rate of $239 plus tax per night at the Loews Portofino Bay Hotel. You can make your reservations here or by contacting the hotel directly at 1-833-243-4727 and requesting the Feldesman Tucker Leifer Fidell LLP rate. The discounted rate expires Friday, November 17, 2023. FTLF cannot guarantee the availability of a hotel room after the November 17th cut-off date or after the specially rated FTLF block has been filled.
Guests receive the following benefits:
- No resort fee
- Complimentary in-room internet access
- Complimentary fitness center access
- Discounted self-parking for overnight guests
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 Escoriaza
Phillip is Senior Counsel 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 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]
Scott Sheffler
Scott Sheffler is a Partner with the firm in the Federal Grants and Health Care practice groups. He 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
Ted Waters has served as Managing Partner of the firm since 2003, and as a member of the Health Care 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. His 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]
In-Person Continuing Education
Participants can earn up to 17.00 CPE credits in Specialized Knowledge and Applications upon completion of all course requirements.
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 Internet Based/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).
Virtual Continuing Education
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 Grant Specialists, Grant Administrators, Grant Managers, Program Officers, Grant Officers, Auditors, but all are welcome.
- Advanced Preparation: None
- Program Level: All
- Delivery Method: Group Internet Based/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).
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 September 15) | Regular Registration(After September 16) | |
| $1,595 | $1,695 | |
| Virtual Registration | ||
|---|---|---|
Early Registration(Through September 15) | Regular Registration(After September 16) | |
| $1,395 | $1,495 | |
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 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.
Payment
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:
- 45 or more days prior to the event, requests for a full refund or a transfer, minus a $75 administrative fee, will be granted.
- Between 15 to 44 days prior to the event, requests for cancellations will be granted, subject to an administrative fee equal to 50% of the paid registration fee. Requests for transfers may be granted, space permitting and subject to a transfer fee.
- Within 14 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.
Cancellation of a registration with group pricing may result in the discount being revoked or reduced for the entire group.
If there are extenuating circumstances regarding your cancellation, please reach out to the FTLF Training Team directly at learning@ftlf.com.
Can I transfer from the virtual classroom to attend in-person?
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
In-Person
No hardware required
Virtual
Google Chrome or Mozilla Firefox are the preferred browsers.