Annual Federal Grants Management Update 2023
- Start: December 12, 2023 7:30 am
- End: December 13, 2023 4:45 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 Phoenix, Arizona, on December 12-13, 2023.
This year saw the official end of the COVID-19 pandemic. Make sure that you and your organization are prepared for the post-pandemic era by attending the Annual Federal Grants Management Update 2023. 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 theme for this year’s conference will be navigating the new post-pandemic environment.
The program will open with an expanded double session reviewing the year in grants for 2023 and previewing major developments for 2024, including the much anticipated second comprehensive revisions to the OMB’s Uniform Grants Guidance. Attendees will also learn how to maintain a productive governance-management relationship and how to promote healthy (while avoiding unhealthy) workplace conflict. Compliance and sound fiscal management are also on the agenda with additional sessions discussing recordkeeping best practices, direct and indirect cost fundamentals, and Single Audit success. This exclusive training conference will offer attendees two full days of informative and insightful grants management lessons.
When you attend the Annual Federal Grants Management Update this December, you will learn about the key requirements and issues in managing your awards and subawards in the new post-pandemic world of financial assistance. 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 Phoenix, Arizona, on December 12-13, 2023.
TOPICS
During this annual training, you will learn about recent developments in grants management, changes to award and subaward requirements (including updates to the Uniform Grants Guidance), and new issues affecting the grant-funded community. Our agenda for the 2023 Grants Management Update will cover key compliance topics and current concerns in the emerging post-pandemic environment. When you attend, you will learn about the following:
- Updates to the Office of Management and Budget’s Uniform Grants Guidance;
- Important legislative developments affecting Federal grants;
- Developments in Single Audits and the transition to the new Federal Audit Clearinghouse;
- Ongoing efforts to combat fraud waste and abuse in grant-funded programs;
- Significant court decisions of 2023 and their impact on grantees;
- Cultivating a productive working relationship between management and the governing body;
- Healthy versus toxic workplace conflict and how conflict can be productive;
- Recordkeeping requirements and best practices for grant-funded entities;
- Maximizing cost recovery by understanding differences between direct and indirect cost;
- Implementing effective internal controls and avoiding material weaknesses;
- Tips for preparing for successful Single Audit Act audits; and,
- Avoiding common compliance issues with your Federal awards and subawards.
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 2024. 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 12-13, 2023, in warm and inviting Phoenix, Arizona. The planned agenda (subject to change) for each day of the conference is as follows:
Day One (Tuesday, December 12, 2023)
Sign-in for the conference before the first session.
Learn about recent developments and key changes in Federal grants management in this double session. Attorney Brian Tipton will review the year's major developments in grants management and preview what to expect in 2024. During this two-part session, you will explore recent changes in the rules and systems for managing Federal awards, including the status of the Office of Management and Budget's second comprehensive update to the Uniform Grants Guidance. You will also learn about recent legislation and court decisions with an impact on grant-funded organizations as well as their possible 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 the first segment of a two-part session.
Enjoy a 30-minute coffee break between the morning sessions.
The grants year in review continues. Learn more about recent developments and key changes in Federal grants management. Attorney Brian Tipton will review the year's major developments in grants management and preview what to expect in 2024. During this double session, you will explore recent changes in the rules and systems for managing Federal awards, including the status of the Office of Management and Budget's second comprehensive update to the Uniform Grants Guidance. You will also learn about recent legislation and court decisions with an impact on grant-funded organizations as well as their possible 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 the second segment in a two-part, double 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.
One of the keys to a healthy nonprofit or other grant-funded organization is a harmonious governance-management relationship, but that is often easier said than achieved. This double session will look at that vital relationship. During both segments of the session, you will learn an easy process for clarifying the roles of the governing body and management to help ensure a more productive relationship.
If you have ever watched a football game on television, you will be familiar with the yellow line that is visible to viewers but invisible to the players on the field. Using the “invisible yellow line” metaphor, Jean Block will guide you through clarifying roles in governance, management, finance, planning, human resources, resource development, and recruitment. Even if you are not a football fan, you will see how using this approach can stimulate open and honest communication about roles that will lead to a big win for both governing body and management teams, and your essential mission and purpose will be well-served. Following this two-part session, you will be able to describe at least three ways to strengthen program governance and the governance-management relationship.
Enjoy light snacks and beverages during this 30-minute break between the afternoon sessions.
One of the keys to a healthy nonprofit or other grant-funded organization is a harmonious governance-management relationship, but that is often easier said than achieved. This double session will look at that vital relationship. During both segments of the session, you will learn an easy process for clarifying the roles of the governing body and management to help ensure a more productive relationship.
If you have ever watched a football game on television, you will be familiar with the yellow line that is visible to viewers but invisible to the players on the field. Using the “invisible yellow line” metaphor, Jean Block will guide you through clarifying roles in governance, management, finance, planning, human resources, resource development, and recruitment. Even if you are not a football fan, you will see how using this approach can stimulate open and honest communication about roles that will lead to a big win for both governing body and management teams, and your essential mission and purpose will be well-served. Following this two-part session, you will be able to describe at least three ways to strengthen program governance and the governance-management relationship.
The first day of the conference will conclude at 4:30 pm on December 12, 2023.
Sign-in for the second day of the Annual Federal Grants Management Update before the morning sessions.
Documentation is the first (as well as the final) line of defense for grant-funded organizations. The Office of Management and Budget's Uniform Grants Guidance has detailed recordkeeping rules for Federal awards and subawards. However, organizations must also take into account practical considerations when developing records retention and management policies. Join attorney Brian Tipton for this session to learn about the major recordkeeping, retention, and access rules in the Uniform Guidance as well as current best practices in records management. Following this session, you will be able to list the recordkeeping requirements for recipients and subrecipients of Federal financial assistance.
Enjoy a 30-minute coffee break between the morning sessions.
Join attorney and mediator Kate Weaver Patterson for an insightful discussion of heathy (and unhealthy) conflict in the workplace. By attending this session, you will learn about touchpoints that might lead to necessary conflict or discussion--including Diversity, Equity, and Inclusion (DEI); hierarchy; and changes to or implementation of policies. You will also learn how to distinguish between healthy conflict versus toxic conflict and learn how to frame conflict such that it remains productive. Following this session, you will be able to identify common workplace situations that can lead to conflict and identify when to involve outside assistance (such as a lawyer, mediator, or human resources consultant).
Get out and explore Phoenix's numerous lunch options on your own during this extended, 75-minute break between our morning and afternoon sessions.
Learn about the fundamentals of indirect cost from accountant and auditor Keith Hundley during this lively discussion. Indirect cost is an important concept for Federal financial assistance, and understanding this concept is a major factor in the ability to properly budget and manage grant-funded programs. This session will explain the basic ideas and issues associated with indirect cost for grant-funded organizations. When you attend this session, you will learn about the rules for indirect cost as well as common problem areas that can result in noncompliance and potential cost disallowances. Following this session, you will be able to distinguish direct and indirect costs, identify different types of indirect cost rates, and outline the steps in preparing an indirect cost rate proposal.
Enjoy beverages and light snacks during this 30-minute break between the afternoon sessions.
What are the "secrets" that auditors wish Federal grantees and subrecipients knew about having a successful single audit? Find out as Keith Hundley, CPA, explains the Single Audit Act process and shares tips for a successful audit from the auditor's perspective. You will learn about selecting the audit firm, preparing for the audit, conducting the audit, and responding to the audit. You will also learn about the most common audit findings so that your agency can avoid them. After attending this session, you will be able to outline the single audit process for recipients and subrecipients of Federal financial assistance.
The conference will conclude at 4:30 pm on December 13, 2023.
When you attend the Annual Federal Grants Management Update 2023, 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;
- Outline the OMB’s comprehensive updates to the Uniform Grants Guidance;
- Identify at least two recent court decisions relevant to Federal grants and subawards;
- List recent and pending legislation affecting Federal financial assistance;
- Identify barriers to productive governance-management relationships;
- Distinguish between health and unhealthy workplace conflict;
- Identify recordkeeping requirements under the Uniform Grants Guidance;
- Distinguish between direct costs and indirect costs; and,
- Outline the current Single Audit Act process.
AUDIENCE AND CPE
The Annual Federal Grants Management Update 2023 is intended for all 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 (government and nonprofits). 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 involving) Federal financial assistance. No other prerequisites are required for attendance. No advance preparation is required.
SPEAKERS
Jean Block is a nationally recognized consultant and trainer on nonprofit management, board development, and FUNdraising. She is based in Albuquerque, New Mexico, and has held leadership roles as both board and staff in local, regional, and national nonprofits. Jean has written several books on nonprofits, including the “Invisible Yellow Line”, “180+ Great Ideas to Raise More Money” and others. Visit her website at jblockinc.com to learn more.
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.
Kate Weaver Patterson is an experienced litigator, non-profit executive, and mediator. She is licensed to practice law in South Carolina and New York. Currently, Kate splits her time between Greenville, South Carolina, and Albuquerque, New Mexico, where she currently lives with her husband and their three children. She works with consulting clients across the United Stated
Before launching KWP Consulting, Kate started the Second Chance Justice Collaborative in 2019, a program of national non-profit Root & Rebound, whose mission is to help people navigate reentry after imprisonment and mitigate the harms caused by mass incarceration. Her work with R&R was particularly informed by the racial disparities within the criminal legal system and the need to bring disparate groups together to make meaningful change.
Before moving into nonprofit work, Kate worked as a litigation associate at Cleary Gottlieb Steen & Hamilton in New York and then clerked for four federal judges around the country. Following her clerkships, she spent five years as a domestic violence, child abuse and sex crimes prosecutor in Greenville, South Carolina, handling hundreds of cases and multiple trials. As a prosecutor, Kate learned the importance of thorough investigation and thoughtful deliberation to bring fairness to all involved.
Kate grew up in Greenville, South Carolina. She received her Bachelor of Arts in History and French from Duke University and earned her Master’s Degree in International Affairs, with distinction, from the University of Hong Kong. She returned to Duke University School of Law, receiving her Juris Doctor, magna cum laude.
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, outside 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.
The 2023 edition of the conference will will be held in sunny Phoenix, Arizona, at the Embassy Suites by Hilton Phoenix-Scottsdale. The Embassy Suites is conveniently located next to the Stonecreek Golf Course, which is available to hotel guests. In addition, the conference hotel is one of the highest-rated properties in the Valley of the Sun and is close to dining, shopping, and other activities. Rooms are available for special conference rates starting at just $145 per night (plus applicable tax), which is less than the Federal per diem. These special rates are available for December 8 (check-in) through December 16 (check-out). Hotel rooms can be booked by calling the hotel directly at 1-602-765-5800. Please ask the reservations agent for the special “Federal Grants Training group rate“ to receive the discount. However, the easiest way to reserve your room is online by clicking on this hotel reservations link. If making your reservations online, remember to adjust the date range on the booking site for the dates of your individual stay. The room reservation cut-off date is November 11, 2023 (or until the block is exhausted). Because of the small number of rooms available, we advise making your reservations as soon as possible.
Register now for the Annual Federal Grants Management Update 2023 because registration spaces are limited and last year’s update sold out early. Please note that the cancellation deadline for the conference is 5:00 pm EST on November 10, 2023.