Annual Federal Grants Management Update 2022


  • Start: December 13, 2022 8:00 am
  • End: December 14, 2022 4:30 pm

Learn about current Federal grants management requirements and important recent developments by attending this year’s edition of the popular Annual Federal Grants Management Update in San Antonio, Texas, on December 13-14, 2022.

Are you in compliance with current grants management requirements?  The 2022 edition of the Annual Federal Grants Management Update will help you stay up-to-date with the latest requirements and changes affecting the Uniform Grants Guidance and Federal awards.  The training will open with an expanded double session reviewing the year in grants as well as previewing emerging issues for 2023.  Later that day, you will also learn about internal controls and fiscal management.  New sessions this year will explain potential pitfalls under the False Claims Act, the Davis-Bacon Act, and wage and hour laws, as well as teach you how to avoid problems with construction contracts.  Finally, during the closing session, you will learn about procurement standards and best practices for purchases of goods and services using Federal grants and subawards.  This exclusive training will offer two full days of entertaining and informative grants management lessons.

When you attend the Annual Federal Grants Management Update this December, you will learn about the key developments and requirements for managing your awards today and how to remain in compliance during the coming year.  However, seating is extremely limited for this once-a-year training.  Make your plans now to join your fellow grants professionals for the Annual Federal Grants Management Update in San Antonio, Texas, on December 13-14, 2022.

 

 

TOPICS

During this annual training, you will learn about recent developments in grants management, changes to award and subaward requirements, and new issuances affecting the Uniform Grants Guidance.  Our agenda for the 2022 update will cover key compliance topics and help you avoid common problem areas.  When you attend, you will learn about the following:

  • Major developments affecting the Uniform Grants Guidance;
  • New OMB guidance and other administrative developments;
  • Recent and upcoming changes to key grants management systems;
  • Important court decisions and their potential impact on grantees;
  • Potential problems and recent developments under the False Claims Act;
  • Challenges in complying with the Davis-Bacon Act and other wage and hour laws;
  • Avoiding pitfalls with construction projects (including pandemic-related issues);
  • Understanding fiscal management and financial reporting for non-accountants;
  • Implementing effective internal controls for your organization;
  • Uniform Guidance procurement standards and best practices; and,
  • Avoiding common problems when making purchases using Federal funding.

The Annual Federal Grants Management Update will explain these topics and more to provide you with the information needed for continued grants management success both now and into the new year.  In addition, you will also have opportunities throughout the conference to ask our expert faculty your individual grants management questions.

AGENDA

This year’s Annual Federal Grants Management Update training conference is scheduled for December 13-14, 2022, in exciting San Antonio, Texas.  The planned agenda for each day of the conference is as follows:

Day One (Tuesday, December 13, 2022)

Sign-in for the day and enjoy a breakfast buffet before the first session.

Learn about recent developments and key changes in Federal grants management.  Attorney Brian Tipton will review the year in grants and preview what to expect in 2023.  During this session, you will explore recent changes in the rules and systems for managing Federal awards, including developments affecting the Uniform Grants Guidance and the System for Award Management as well as new guidance from the Office of Management and Budget.  You will also learn about recent court decisions with an impact on grant-funded organizations and their potential, future implications.  After attending this session, you will be able to identify and outline at least five current issues in Federal grants management.  Please note that this is a two-part session.

Enjoy a 15-minute coffee break between the morning sessions.

Learn about recent developments and key changes in Federal grants management.  Attorney Brian Tipton will review the year in grants and preview what to expect in 2023.  During this session, you will explore recent changes in the rules and systems for managing Federal awards, including developments affecting the Uniform Grants Guidance and the System for Award Management as well as new guidance from the Office of Management and Budget.  You will also learn about recent court decisions with an impact on grant-funded organizations and their potential, future implications.  After attending this session, you will be able to identify and outline at least five current issues in Federal grants management.  Please note that this is a two-part session.

Meet and share a meal with your fellow attendees during our networking luncheon.  The luncheon will feature a buffet with a selection of entrees as well as soup, salad, and dessert.

Understanding the organization's financial condition is essential for effective governance and grants management, but not everyone in a leadership position has a background in finance.  During this session, Certified Public Accountant Keith Hundley will explain the basics of financial statements and reporting for non-accountants.  You will learn how to use financial statements and common reports to decision-making.  You will also learn about red flags and when to seek advice from accountants and other financial professionals.  In addition, the session will offer suggestions for financial management professionals in attendance to explain financial statements and reporting to the non-accountants in their own organizations.  After attending this session, you will be able to identify financial statements and recognize other reporting requirements for grant-funded entities.

Enjoy an extended 30-minute break between the afternoon sessions.

All grant-funded organizations are required to implement effective internal controls, but how is that achieved?  Join Certified Public Accountant Keith Hundley for a lively discussion of internal controls.  During this session, you will learn about the basic requirements for internal controls, the preferred framework for internal controls, and common control activities.  Using real world examples, the session will also explore challenges to internal controls and how your agency can strengthen its controls and avoid problems.  After attending this session, you will be able to outline the requirements for internal controls for grant-funded entities and identify at least five controls that your organization should implement.

The first day of the conference will conclude at 4:30 pm on December 13, 2022.

Day Two (Wednesday, December 14, 2022)

Sign-in for the second day of the Annual Federal Grants Management Update and enjoy a breakfast before the morning sessions.

Fighting fraud, waste, and abuse, is an ongoing effort for Federal funding sources.  One of the oldest and most important weapons that the Federal government has in this fight is the False Claims Act.  During this session, attorneys Joe Dinardo and Steve Reams will explain what grant-funded organizations need to know to avoid problems under the False Claims Act.  You will learn about the Federal False Claims Act and its history, enforcement mechanisms (including qui tam lawsuits), and penalties.  Your will also learns about recent cases and legal developments involving the False Claims Act.  Following this session, attendees will be able to list the elements of a false claim, describe the consequences of violating the False Claims Act, and identify strategies for preventing false claims and minimizing liability.

Enjoy a 15-minute coffee break between the morning sessions.

Construction projects can present special challenges, and grant funding often complicates those potential problems while adding new challenges.  This session will discuss governmental and grant-funded construction projects with an emphasis on common areas of dispute and contractual issues.  The impact of the COVID-19 pandemic will also be examined.  After attending this session, you will be able to identify potential issues in common construction contract clauses and describe at least two mitigation strategies to avoid project pitfalls.

Explore San Antonio's varied lunch scene on your own during this 75-minute break between the morning and afternoon sessions.

The Davis-Bacon Act is incorporated into many Federal grant programs through over sixty related acts.  During this session, you will learn about the requirements of the Davis-Bacon Act from a project owner's perspective.  You will also learn about related wage and hour and prevailing wage issues common to facilities projects involving grant-funded organizations.  Following this session, you will be able to list the major requirements of the Davis-Bacon Act.

Enjoy an extended 30-minute break between the afternoon sessions.

Procurement for Federal grant-funded programs is subject to detailed standards; failing to follow those standards can lead to costly disallowances and even loss of funding.  During this session, attorney Brian Tipton will explain the requirements for purchasing goods and services for grant-funded programs as well as best practices in procurement.   This session will discuss acceptable methods of procurement, competition requirements, conflicts of interest, and allowable (and unallowable) contract types and terms.  Attendees will also learn about purchasing red flags and how to avoid common procurement mistakes.  After completing this session, attendees will be able to outline the procurement standards in the Uniform Grants Guidance.

The conference will conclude at 4:30 pm on December 14, 2022.

OUTCOMES AND OBJECTIVES

When you attend the Annual Federal Grants Management Update 2022, you will learn about important developments in Federal grants management, including changes to grants management rules and systems, key requirements under the Uniform Grants Guidance, and urgent legal issues for grantees and subrecipients.  After attending the conference, you will be able to:

  • Describe at least five recent developments affecting Federal grants management;
  • Identify recent changes to the Uniform Grants Guidance;
  • Outline new domestic preference guidance from the Office of Management and Budget;
  • List at least three recent court decisions relevant to Federal grants and subawards;
  • Identify behavior that may violate the Federal False Claims Act;
  • Identify and read key financial statements and reports;
  • List common internal controls for grant-funded organizations;
  • Outline the requirements of the Davis-Bacon Act;
  • Identify at least three pandemic-related issues involving construction contracts; and,
  • Outline the Uniform Guidance’s standards for purchases of goods and services with grant funds.

AUDIENCE AND CPE

This 2022 edition of the Annual Federal Grants Management Update is intended for all types of members of the grant-funded community.  This includes governing body members, officers, executives, management, fiscal staff, program staff, and other grants management professionals.  The complete course is recommended for a total of 14 hours of CPE in the field of specialized knowledge in accordance with the rules of the Texas State Board of Accountancy.  The experience level for this training is update.  No specific educational background is required, but it is recommended that attendees have at least one year’s experience working with (or in a governance role over) Federal financial assistance programs.  No other prerequisites are required for attendance, and advance preparation is not required.

SPEAKERS

Joseph J. Dinardo is a partner based in Smith, Currie & Hancock’s Atlanta office.  Joe’s practice focuses mainly on construction disputes, lien prosecution and defense, contracts, commercial litigation, labor law, and collections. 

Joe graduated from Emory University School of Law (LL.M. Degree in International Business Transactions, 2000); Central European University (Semester Abroad Program in Budapest, Hungary through Emory University School of Law, LL.M. Program, 1999); Cumberland School of Law (J.D., 1999), where he was Casenote Editor of the Cumberland Law Review; and Palm Beach Atlantic University (B.S. Biology and Chemistry, Summa Cum Laude, 1995).  Joe is a member of the Georgia State Bar (2000) and admitted to practice before the Supreme Court of Georgia (2002).  In addition, he is licensed to practice before the United States Patent & Trademark Office (Patent Bar 2001).

Joe currently serves on the Associated Builders and Contractors of Georgia’s (ABC) Management Education Committee and is involved with the Construction Management Association of America (CMAA).  He also takes part in missions work in Central America, North Africa, and Europe.

Keith Hundley is a CPA and partner with Carr, Riggs & Ingram, LLC (CRI), and has over twenty years of experience in private industry and public accounting.  Keith is a part of the firm’s governmental services and nonprofit practice recognized throughout the South for its knowledge of auditing standards and business practices.  Keith specializes in providing audit, tax and consulting services to nonprofits, as well as federal, state and local governments.  Keith regularly serves as a continuing education leader for CRI as well as a certified facilitator in the CRI Leadership Academy.  Keith is an active member in the American Institute of Certified Accountants (AICPA) and the Alabama Society of Certified Public Accountants (ASCPA), and is a 2011 inductee to the Troy University Accounting Hall of Honor.

Stephen M. Reams is a Partner in the Atlanta office of Smith, Currie & Hancock LLP.  Steve concentrates his practice on construction law and commercial litigation.  He represents owners, developers, general contractors, and subcontractors in state and federal court and in alternative dispute resolution processes throughout the United States.  His practice also includes drafting and negotiating construction and design contracts and advising parties during projects.  Steve has counseled clients on numerous projects involving retail malls, professional sports stadiums, public housing, hotels, condominiums, medical facilities, government contracts, schools and Native American tribal lands.  He also has extensive knowledge of alternative project delivery methods such as design-build, P-3, and multi-party agreements.

Steve received his law degree from the University of Notre Dame, where he participated in the year-long Concannon Programme of International Law in London England.  He earned his undergraduate degree from Centre College in Kentucky.  Steve played four years of NCAA football while studying at Centre College.

R. Brian Tipton is a practicing attorney with more than two decades' worth of experience working with nonprofits, governmental units, and other grant-funded organizations across the United States.  Currently, Brian is Managing Director with Tipton KPCL Law, in Atlanta, Georgia, where he heads the firm's tax-exempt and grant-funded solutions practice.  He is a summa cum laude graduate of the Louisiana State University and the Cumberland School of Law of Samford University.  Brian regularly represents grant-funded entities of all types in the areas of regulatory compliance, audits, funding source disputes, administrative appeals, and litigation.  Brian also consults with organizations on governance, human resources, programmatic, and corporate matters, and develops and presents training programs for nonprofits and grant-funded organizations.

CONFERENCE HOTEL

The conference will will be held at the Hotel Valencia San Antonio, located along the city’s famous River Walk.  The Hotel Valencia is one of San Antonio’s highest-rated hotels and is just steps from the River Walk’s many restaurants, shops, and other attractions.  Rooms are available for special conference rates starting at just $159 per night (plus applicable tax).  The special rates are available for December 11 (check-in) through 14 (check-out), and may be offered for up to two additional nights before and after the conference subject to hotel availability.  Hotel rooms can be booked by calling the reservations line at 1-855-596-3387.  Please ask the reservations agent for the specialPrivate Client Law Annual Grants Management Training group rate to receive the discount.  In addition, you can reserve your room online by clicking on this hotel reservations link.  The room reservation cut-off date is November 23, 2022 (or until the block is exhausted).  Because of the small number of rooms available, we advise making your reservations as soon as possible.

 

$549 / Early Bird
(By September 30)

 

$599 / Regular
(After September 30)

 

Ticket Fee Qty. Register

Just select the registration option and number of attendees and then click “REGISTER NOW” to register.  Please note that the cancellation deadline for the conference is 5:00 pm EST on November 11, 2022.