Western Grants Forum 2020


  • Start: April 7, 2020 8:00 am
  • End: April 8, 2020 4:30 pm

Master grants compliance under the Uniform Grants Guidance (also known as the “OMB Super Circular”) and learn how to build a better grant-funded program when you attend the 2020 Western Grants Forum in Portland, Oregon, from October 6-7, 2020.

Are you in compliance with current grant requirements under the Uniform Grants Guidance (commonly called the “OMB Super Circular”)? You can make certain by attending the 2020 Western Grants Forum, where you will also learn how to improve your grant-funded programs and diversify your funding streams.  During this intensive, two-day conference, you will learn about the key rules for managing your Federal grants and subawards.  This year’s edition of the Western Grants Forum includes an expanded discussion of the Super Circular’s administrative requirements for recipients and subrecipients as well as explanations of the procurement rules and audit standards.  The conference will also take a deep dive into the cost principles, including discussions of direct and indirect costs and indirect cost rates.  However, the topics are not limited to the Uniform Guidance.  When you attend the Western Grants Forum, you will also learn techniques to improve program quality while reducing defects and to diversify your funding through social enterprise.  Make your plans to attend the 2020 Western Grants Forum in Portland, Oregon, on October 6-7, 2020, and register today.

 

 

TOPICS

The  curriculum for the Western Grants Forum has been updated and revised for 2020.  When you attend the Western Grants Forum in Portland, you will learn how to better manage your grants under the Uniform Grants Guidance while building a stronger grant-funded program.  The important topics that will be discussed include:

  • Recent developments in grants management, including the status of revisions to the Uniform Grants Guidance;
  • Key administrative requirements under the OMB Super Circular;
  • Procurement standards and best practices under the Uniform Grants Guidance;
  • Managing property acquired or improved with grant funds;
  • Fiscal management and internal control standards under the Uniform Guidance;
  • Diversification of funding streams using social enterprise principles;
  • Recordkeeping and access requirements for recipients and subrecipients;
  • Implementing quality management techniques and building a high-performing program;
  • Compliance by recipients and subgrantees with the cost principles under the Uniform Guidance;
  • Direct and indirect costs (including indirect cost rates and other recovery methods);
  • Time and effort documentation requirements under the Super Circular;
  • Single Audit Act audit standards and the Annual Compliance Supplement;
  • Common  issues encountered by grantees and subrecipients and how to avoid them; and,
  • Answers to frequently asked questions about the OMB Super Circular.

You will learn about these subjects and more at the Western Grants Forum.  By attending, you will also have opportunities throughout the conference to ask the faculty your individual questions about the Uniform Grants Guidance and grants management, generally.

AGENDA

The 2020 Western Grants Forum is scheduled for October 6 and 7, 2020, in Portland Oregon.  The planned agenda for each day is as follows:

Day One (Tuesday, October 6, 2020)

Enjoy a light breakfast while you check-in for the Western Grants Forum.

Ensure that you know about important recent and pending developments in the field of Federal grants management.  This special 90 minute opening session will bring you up-to-date.  The session will discuss legislation, regulatory oversight, administrative actions, and court decisions, and the impact of recent developments in these areas on grant-funded organizations.  You will also learn about the status of anticipated revisions to the Uniform Grants Guidance (also known as the "OMB Super Circular").

Take a break between morning sessions at the Western Grants Forum.

Grants management professionals responsible for Federal grants and subawards need to understand the requirements of the Uniform Grants Guidance (which is commonly referred to as the "OMB Super Circular").  This three-part session will explain the general and administrative requirements of the Uniform Grants Guidance.  The fist part of the session will introduce the Super Circular and serve as a fresher for those with previous experience with the Uniform Guidance.  Specifically, this initial session will emphasize general requirements.

Have lunch on your own during this extended, 90 minute break.

The discussion of the Uniform Grants Guidance (or "OMB Super Circular") continues during the second part of this extended, three-part session.  This part will explain the Super Circular's major administrative requirements.  The specific focus will be on financial management systems, internal controls, and budget revisions.  Property management, record retention, remedies, and closeout, will also be discussed.

Enjoy a refreshing afternoon break between sessions.

Our discussion of the major requirements of the Uniform Grants Guidance (also called the "OMB Super Circular") concludes during the third part of this three-part session.  This part will have a dual emphasis.  The session will explain the rules for procurement of goods and services under the Uniform Guidance first.  Then, the audit standards will be discussed.  The workshop will also include an audience question and answer period at the end.

The 2020 Western Grants Forum will adjourn for the first day at 4:30 p.m.

Day Two (Wednesday, October 7, 2020)

Enjoy a light breakfast while you check-in for the day.

Continuous improvement is integral to success in all types of organizations. Basic tools of quality assurance, waste elimination, and problem solving will be reviewed to improve customer relations and teamwork. We will discuss ideas and techniques for applying lean and six-sigma principles in grant-funded organizations.

In this session, you will learn how to create more value for your customers while eliminating waste and defects and will leave with tools that you can use. After participating in this workshop, you will be able to:

  • understand the principles of thinking lean, identifying waste, and common barriers;
  • use tangible ideas and tools that will add value to programs and agencies; and,
  • implement quality management and eliminate defects to help drive and sustain success.

Take a break between morning sessions at the Western Grants Forum.

In today’s uncertain environment it is more important than ever to create new revenue streams. As grant-funded organizations, we help empower our communities and our clients to become self-sufficient. Isn’t it time that grantees and subrecipients take some of our own advice? Join the WiseCAP team as they share real world experiences from a 12-year adventure in Social Enterprise. They will reveal both their wins and losses so that your organization will know what to do (and not to do).

After participating in this workshop, you will be able to:

  • understand the importance of aligning social enterprise with the your mission;
  • begin develop of new revenue streams based on the organization’s core strengths, and,
  • look for passion in others to lead the venture to success.

Have lunch on your own during this extended, 90 minute break.

Take a deep dive into the cost principles under the Uniform Grants Guidance (also known as the "OMB Super Circular").  This two-part session will explain the general cost principles and the more specific, selected items of cost.  You will also learn about direct and indirect costs, including indirect cost rates and other methods to recover costs.

Enjoy a refreshing afternoon break between sessions.

The detailed exploration of the cost principles under the Uniform Grants Guidance continues.  This second part of the two-part session focuses on the selected items of cost.  The session ends with an audience question and answer period.

The 2020 edition of the Western Grants Forum will end at 4:30 p.m. on April 8, 2020.

OUTCOMES AND OBJECTIVES

When you attend the 2020 Western Grants Forum in Portland, Oregon, you will learn about recent developments in grants management, the major requirements under the Uniform Grants Guidance, techniques for building a high-quality grant-funded program, and social enterprise principles for diversifying your funding streams.  After attending the conference, you will be able to:

  • List recent developments and proposed changes in the field of Federal grants management;
  • Identify at least three significant compliance challenges under the Uniform Grants Guidance (the “OMB Super Circular”);
  • Describe the steps for a grant-funded organization to start a social enterprise;
  • List the major administrative and fiscal management requirements under the the Uniform Guidance;
  • Describe the general cost principles under the OMB Super Circular;
  • Identify the selected items of cost included in the OMB Super Circular and the usual treatment of each item;
  • List at least three methods or techniques that grant-funded entities can adopt to improve quality and reduce defects; and,
  • Describe the standards and best practices for procurement by grant-funded organizations under the Uniform Grants Guidance.

AUDIENCE

Grants management professionals, board members, and officials, from all backgrounds and types of grant-funded organizations will benefit from attending the 2020 Western Grants Forum.  The experience level for this training is overview/update.  There are no prerequisites for attendance, and no advance preparation is required to attend the Western Grants Forum.

SPEAKERS

Tai Blythe, M.S., SHRM-CP, CCAP, holds a Master’s in Leadership Development and a Bachelor’s in Psychology with a minor in Sociology. She is Pace Community Action Agency’s Associate Director handling agency communications and providing oversight to multiple departments. She served as an adjunct professor of Psychology and remains a frequent guest speaker. Ms. Blythe has worked with a variety of non-profit organizations, healthcare services, and Fortune 500 companies in developing employee wellness initiatives, leadership programs, workplace safety, smoking cessation and parenting classes. Efficiency and compliance are her specialty. During her tenure as Associate Director, she has worked through the use of technology to develop streamlined systems and integrated teams.

Dr. Bertha A. Proctor, CCAP, SHRM-SCP, SPHR, has as her forte leadership training and staff development stemming from advanced education in Communications, Human Resource Development, and Educational Leadership. She is also a certified Senior Human Resource Professional.

Dr. Proctor has a wide array of work experience ranging from federal employment to private sector service. She is currently CEO of Pace Community Action Agency and has served in non-profits for over 25 years providing leadership as a Program Director and Executive Director. She has served as an adjunct faculty member at local universities, serves on various boards and has conducted training throughout the country. With expertise in Organizational Development, Culture, and Governance; she has developed and implemented a variety of management systems and business initiatives. Her background in diversified workplaces and experience in many positions, along with her lively training style offer an array of information and enlightenment.

R. Brian Tipton, Esq., is a practicing attorney, consultant, and trainer, who works with nonprofits, grant-funded entities, and other tax-exempt organizations throughout the United States.  Brian is a summa cum laude graduate of both the Louisiana State University and the Cumberland School of Law of Samford University.  Before entering private practice, he completed a judicial clerkship with Senior United States District Judge James H. Hancock, of the Northern District of Alabama.  With two decades of legal and grants management experience, Brian currently practices law in Atlanta, Georgia.

Over the course of his career, Brian has worked with many different nonprofit and tax-exempt organizations, including charitable organizations, private foundations, trade and professional associations, public utility boards, Community Action Agencies, Head Start programs, and grant-funded entities.  He regularly represents nonprofit organizations in the areas of regulatory compliance, grant law, government audits, funding source disputes, administrative appeals, and litigation.  In addition, he consults with organizations on governance, human resources, programmatic, and corporate matters, and develops and presents training programs for nonprofits.  Brian is also a frequent speaker at local, state, regional, and national conferences for nonprofit organizations and grant-funded organizations.

Lori A. Williams, CCAP, has dedicated her entire career to non-profit management which began over 35 years ago. Her entry into non-profit was in the accounting field, serving as Controller overseeing grant-funded financials and ensuring compliance. Lori also held the position of Chief Operating Officer. She is a Certified Community Action Professional and Peer Reviewer for best practices in non-profits. For the past 12 years, she has been a lead trainer/consultant for WiseCAP Training & Consulting.

Currently serving as Associate Director at Pace Community Action Agency, her focus is on business development, program management and process optimization. She oversees a variety of assistance programs and social enterprise businesses. In addition, for the past 10 years, she has served as Treasurer for the Southwestern Indiana Workforce Development Board.

CONFERENCE HOTEL

The 2020 Western Grants Forum will be held in Portland, Oregon, at The Benson Hotel.  The Benson is a downtown landmark that is convenient to dining, shopping, entertainment, and Portland’s many attractions.  Conference attendees can book rooms at a special, discounted  rate of just $179 per night (plus tax) for either single or double occupancy.  These discounted group rates are for October 5-8, 2020, and may be offered for additional days based on the hotel’s availability.  Reservations can be made by calling the hotel directly at 1-503-228-2000 or by calling the toll free reservations hotline at 1-800-523-6766.  Room reservations can also be arranged by emailing a request to “[email protected]”  Please ask for the group rate for  “The Private Law Group” or “The Private Client Law Group” to receive the special conference rate.  Please reserve your room early as the hotel reservations deadline is March 16, 2020 (or until the block is exhausted).

 

Registration Details

 

$549 / Early Bird
(By August 14)

 

$599 / Regular
(After August 14)

 

 

Special Cancellation Policy: Refunds will not be given for cancellations on or after September 14, 2020.  Cancellations must be received in writing (including email) before the deadline. A $125 administrative fee applies to any cancellations received after August 14, 2020, but before September 14, 2020.  Instead of cancellation, you may substitute another attendee at any time without additional charge.