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ForwardFederal Funding Academy (In-Person)
Live, 3 Day Federal Grants Management Training
Updated with Uniform Guidance and Part 75 Changes
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 | |
Wednesday, April 2 | 9:00 a.m. - 4:30 p.m. CT |
| 9:00 - 9:30 a.m. | Welcome and Overview |
| 9:30 - 10:30 a.m. | Understanding the Federal Grant System |
| 10:30 - 10:45 a.m. | Break |
| 10:45 a.m. - 12:00 p.m. | The Grant Agreement: What are your obligations? |
| 12:00 - 1:00 p.m. | Lunch Break |
| 1:00 - 2:15 p.m. | Conflicts of Interest |
| 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 |
Day 2 | |
Thursday, April 3 | 9:00 a.m. - 4:30 p.m. CT |
| 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 |
Day 3 | |
Friday, April 4 | 9:00 a.m. - 12:30 p.m. CT |
| 9:00 - 10:30 a.m. | Operationalizing Internal Control Standards and Requirements 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 |
Feldesman has a discounted room block for training attendees at The Westin Michigan Avenue Chicago at a room rate of $199 per night, plus state and local taxes (currently 17.4%). To book in the discounted block, book online here or contact the hotel at 312-943-7200 and request the Feldesman block rate. The block rate cutoff is March 11, 2025. 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.
The Westin Michigan Avenue has daily valet parking for $79 and offsite pay parking located at 875 N. Michigan Avenue. The Westin Michigan Avenue is located 18 miles from Chicago O'Hare International Airport and 13.8 miles from Chicago Midway International Airport.
Note the following:
Feldesman Training Solutions is not liable for any cancellation or early departure fees. Any reservation changes or cancellations must be made by the attendee directly with the hotel. To avoid cancellation and/or early departure fees, all changes and/or cancellations must be made more than 72 hours before the check-in date. Please review the hotel's cancellation policies for more information.
Travel
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, 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
Serving as Managing Partner of the firm and a member of the Health Care and Federal Grants practice groups, Ted focuses his practice on helping organizations to solve problems. Ted’s experience in financial, cost reporting, reimbursement, and administrative issues is widely recognized, and illustrated by his continued selection as a Washington, D.C. Super Lawyer in health care. Ted routinely handles challenging issues for clients such as government audits, internal investigations, and litigation. [Full Bio]
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-Live
Feldesman Leifer 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
- 14.75 Certificate of Attendance
- 17.00 CPEFTLF 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.
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 December 6, 2024) | Regular Registration(December 6, 2024 - March 6, 2025) | Late Registration(March 7, 2024 and 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 training@feldesman.com 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
Review our Cancellation Policies.
Can I transfer from in-person to the virtual classroom?
You can transfer from attending in-person to virtually according to the following schedule:
- Within 45 days of the event start date, transfers from in-person to virtually will be subject to a transfer fee.
- Within 14 days of the event start date, no transfers from in-person to virtual will be permitted.
Please note that no refunds of the price difference, if any, will be given. All cancellation or transfer requests must be received in writing at training@feldesman.com.