Federal Grants Institute 2024
- Start: April 24, 2024 7:30 am
- End: April 26, 2024 11:45 am
The Federal Grant Summit has a new name for 2024, the Federal Grants Institute. Don’t be confused by the updated name, though. You will still learn how to stay in compliance with current grants management requirements while avoiding common pitfalls when you attend the Federal Grants Institute in San Diego on April 24-26, 2024.
Why the new name for 2024? Federal Grants Institute better reflects the conference’s mission to offer in-depth educational sessions explaining key grants management requirements to help you and your organization remain up-to-date and in compliance. Our theme for 2024 is moving beyond the pandemic and into the “new normal” operating environment. In keeping with that theme, the opening session will present a detailed explanation of the OMB’s recently announced comprehensive update to the Uniform Grants Guidance. The first day will also discuss potential new revenue streams for nonprofits and other grant-funded organizations planning for possible post-pandemic reductions in grant funding. During the Federal Grants Institute, you will also learn about preventing common fiscal management issues and audit findings, deterring fraud in grant-funded programs, recordkeeping best practices, and fostering healthy governance-management relationships. This exclusive event will offer three days of entertaining and educations sessions for grant professionals like you.
In addition, when you attend the Federal Grants Institute, you will have the opportunity to connect with your fellow grants management colleagues in a relaxed, inclusive setting. Make your plans now to attend the Federal Grants Institute in San Diego, California, from April 24-26, 2024. Spots are limited, so register for the conference today!
TOPICS
The Federal Grants Institute 2024 will feature more in-depth explanations of key topics for grant-funded organizations operating in the new post-pandemic environment. The planned agenda will offer sessions discussing the OMB’s comprehensive update of the Uniform Grants Guidance, providing strategies to diversify funding sources, explaining the importance of strong governance-management working relationships, and offering practical tips for fiscal management and audit preparation. During this special training, you will learn about the following:
- Changes and key requirements under the Uniform Grants Guidance
- Purchasing standards using Federal financial assistance
- Recordkeeping requirements and best practices for grantees
- Implementing effective internal controls for your organization
- Diversifying your organization’s funding streams
- Maintaining a healthy governance-management relationship
- Effective strategies for recovery of indirect costs
- Recognizing and preventing fraud, waste, and abuse
- Preparing for successful Single Audit Act audits
- Avoiding common grants management “red flags”
The Federal Grant Summit will cover these important topics and more to provide you with the information needed to help you manage your grants and subawards in compliance with current requirements. In addition, you will also have multiple opportunities throughout the conference to get answers to your individual questions about grants management from our expert speakers.
AGENDA
This year’s Federal Grants Institute is scheduled for April 24-26, 2024, in beautiful San Diego, California. Enjoy three days of entertaining and informative sessions. The planned agenda for the conference (subject to change) is as follows:
Day One (Wednesday, April 24, 2024)
Sign-in for the first day of the Federal Grants Institute.
The Uniform Grants Guidance (or "UGG") contains the basic requirements for managing Federal awards and subawards. Recently, the Office of Management and Budget proposed only the second comprehensive revision to the Uniform Grants Guidance in the UGG's existence. During this double session, attorney Brian Tipton will explain the key aspects of the Uniform Guidance update and the OMB's new approach going forward.
This session will begin by exploring the background to the Uniform Grants Guidance and explaining the revision process. Then, you will learn about updates to the major components of the Uniform Guidance. These include definitions, pre-award considerations, post-award administrative rules, cost principles, and audit standards. Following this two-part session, you will be able to identify the OMB's major updates to the Guidance and outline the key compliance requirements under the UGG.
Enjoy a 15-minute coffee break between the morning sessions.
The Uniform Grants Guidance (or "UGG") contains the basic requirements for managing Federal awards and subawards. Recently, the Office of Management and Budget proposed only the second comprehensive revision to the Uniform Grants Guidance in the UGG's existence. During this double session, attorney Brian Tipton will explain the key aspects of the Uniform Guidance update and the OMB's new approach going forward.
This session will begin by exploring the background to the Uniform Grants Guidance and explaining the revision process. Then, you will learn about updates to the major components of the Uniform Guidance. These include definitions, pre-award considerations, post-award administrative rules, cost principles, and audit standards. Following this two-part session, you will be able to identify the OMB's major updates to the Guidance and outline the key compliance requirements under the UGG.
Join your fellow conference attendees for a 75-minute networking luncheon. A lunch buffet will be provided for attendees and speakers.
In this training led by Stephanie Sample, you will explore tools and strategies to increase organizational revenue through mission related products and services. We will identify how existing fundraising activities can be leveraged to generate more income and repeated easily year after year. We will also examine 4 case studies of nonprofits who found revenue streams in existing “free” services and products.
You will walk way with:
- ideas to monetize your organizational assets;
- examples of successful nonprofits and grant-funded organizations with social enterprises;
- components of a social enterprise business plan;
- an understanding of how social enterprise impacts your nonprofit mission; and,
- an overview of tax implications for nonprofit organizations that generate revenue
through social enterprise.
After attending this session, you will be able to share with others:
- a list of your organization's assets;
- examples of nonprofits and grant-funded organizations that create their own revenue;
- ideas for how you can monetize current programs;
- a guide for starting the conversation about social enterprise at your organization; and,
- inspiration and insight into future potential revenue streams.
Enjoy a 30-minute break between the afternoon sessions.
In this training led by Stephanie Sample, you will explore tools and strategies to increase organizational revenue through mission related products and services. We will identify how existing fundraising activities can be leveraged to generate more income and repeated easily year after year. We will also examine 4 case studies of nonprofits who found revenue streams in existing “free” services and products.
You will walk way with:
- ideas to monetize your organizational assets;
- examples of successful nonprofits and grant-funded organizations with social enterprises;
- components of a social enterprise business plan;
- an understanding of how social enterprise impacts your nonprofit mission; and,
- an overview of tax implications for nonprofit organizations that generate revenue
through social enterprise.
After attending this session, you will be able to share with others:
- a list of your organization's assets;
- examples of nonprofits and grant-funded organizations that create their own revenue;
- ideas for how you can monetize current programs;
- a guide for starting the conversation about social enterprise at your organization; and,
- inspiration and insight into future potential revenue streams.
The first day of the Federal Grants Institute will conclude at 4:30 pm on April 24, 2024.
Sign-in for the second day of the Federal Grants Institute.
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 15-minute coffee break between the morning sessions.
Did you ever wish that your accountants and auditors would give you a tip sheet? Then this is the session that will finally fulfill your wishes. Join accountant and auditor Keith Hundley for a detailed discussion of financial management for grant-funded entities during this informative two-part session. He will discuss subjects ranging from direct and indirect costs to effective internal controls to audit preparation while offering the practical tips you have always wanted. After attending this session, you will be able to spot at least five common fiscal management issues and implement proven strategies to avoid them.
Enjoy a 75-minute break between the morning and afternoon sessions to explore San Diego's lunch scene. Attendees will be on their own for lunch.
Did you ever wish that your accountants and auditors would give you a tip sheet? Then this is the session that will finally fulfill your wishes. Join accountant and auditor Keith Hundley for a detailed discussion of financial management for grant-funded entities during this informative two-part session. He will discuss subjects ranging from direct and indirect costs to effective internal controls to audit preparation while offering the practical tips you have always wanted. After attending this session, you will be able to spot at least five common fiscal management issues and implement proven strategies to avoid them.
Enjoy a 30-minute break between the afternoon sessions.
This session will discuss prevention and detection of fraud in Federal grant-funded projects. Attorney Brian Tipton will explain ongoing efforts by the Federal government and grant-funded organizations to combat financial assistance fraud. During this session, you will learn about key risk indicators for fraud. You will also review several case studies examining Federal grant fraud. The discussion will conclude with a look at lessons learned and grant fraud prevention techniques. After attending this session, you will be able to identify signs of potential grant-related fraud as well as strategies for preventing fraud.
The second day of the conference will conclude at 4:30 pm on April 25, 2024.
Sign-in for the last day of the Federal Grants Institute.
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 a 15-minute coffee break between the morning 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 Federal Grants Institute 2024 will conclude at 11:45 am on April 26, 2024.
When you attend the Federal Grants Institute in San Diego, you will learn about complying with the updated Uniform Grants Guidance as well as preventing common fiscal management mistakes in your Federally funded programs. After attending this year’s Institute, you will be able to:
- List recent changes to the OMB’s Uniform Grants Guidance
- Outline grants management requirements under the updated UGG
- Identify requirements for recordkeeping under the Uniform Guidance
- Identify requirements for procurement using Federal grant funds
- List elements of productive governance-management relationships
- Outline at least three strategies for diversifying funding streams
- Identify warning signs of fraud, waste, and abuse
- List at least five common internal controls for grant-funded entities
- Distinguish between direct and indirect costs
- List requirements for an acceptable Single Audit Act audit
AUDIENCE AND CPE
The Federal Grants Institute 2024 is intended for all members of the grant-funded community. This includes governing body and advisory council members, officers, executives, managers, fiscal staff, program staff, and other grants management professionals. The complete course is recommended for a total of 17 hours of CPE in the field of specialized knowledge. The experience level for this training is overview. No specific educational background is required. No prerequisites are required for attendance, and advance preparation is not 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.
Stephanie Sample is the founder and CEO of Fundraising for the Future (FFTF), which supports organizations in leaning into the expansive nature of grant proposal writing and grant-making. FFTF is a small but mighty grant writing firm based in New Mexico that has secured over $10 million in grants in the last 5 years. FFTF provides philanthropic consultation to a variety of local and regional funders. FFTF believes that both traditional best practices and multidisciplinary tools such as futures thinking will be needed to usher organizations and funders into this new era of philanthropy.
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 the Atlanta metropolitan area, 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 conference will will be held at the Embassy Suites by Hilton San Diego Bay Downtown. In addition to its convenient location near the City Center, Gaslamp Quarter, and Balboa Park, the Embassy Suites features a free made-to-order breakfast for all hotel guests. Rooms are available for special conference rates starting at the Federal per diem of just $194 per night. These special rates are available for April 23 through 28, 2024, and may be offered for additional nights subject to hotel availability. Rooms can be booked by calling the hotel’s reservations line at 1-800-EMBASSY. Please ask the agent for the special “Federal Grant Summit group rate“ to receive the discount. In addition, you can book your room online by clicking on this hotel reservations link. The room reservation cut-off date is March 24, 2024 (or until the block is exhausted). Because of the limited number of rooms available, we advise making your reservations as soon as possible.
Just click the “REGISTER” button to register for the Federal Grants Institute. Please note that the cancellation deadline for the conference is 5:00 pm EDT on March 22, 2024.