BOB LLOYD is a respected authority on policies and practices affecting the award, administration and oversight of federal grants, contracts and subawards. Mr. Lloyd has nearly 40 years of experience in federal award implementation. Prior to starting his management consulting practice in Washington, D.C., in 1982, he served as the executive director of the Grants Management Advisory Service and held staff positions in two large federally funded organizations. Since then, he has been a consultant, trainer or advisor to award and audit units in sixteen federal award-making departments and agencies, and to recipient and subrecipient organizations and their professional advisors located in all 50 states, the District of Columbia, several U.S. territories and 18 foreign countries. He is the principal author of A Guide to OMB Grant Reform and several other reference works on federal grants management and audits, and currently serves as contributing editor to Federal Grants News, published by Thompson Grants. He also is a Charter Life Member of the National Grants Management Association and served on its Board of Directors for five years.

Bob Cates

Bob Cates is CEO of Bob Cates & Associates LLC, a firm that assists colleges, states and local governments, Indian Tribes, nonprofit organizations and Federal agencies in administering, operating and managing federally funded programs. Bob has served in the South Carolina Governor’s Office and the private sector for over 35 years. He has actual experience administrating federal grant programs from three perspectives: Management serving as Director/CEO; serving as CFO/Deputy Financial Operations; and lastly serving as Administrative Services Manager, responsible for Business Management Systems.

Bob’s career has been unique in that as a practitioner, he has actual work experience in three roles: as a Grantor, grant-making agency; as a pass-through entity (PTE); and as a Subrecipient of grant funds. As a result, his knowledge and experience has been built from these three different perspectives. His professional experience includes the design and implementation of organizational structures, developing policies, procedures, and systems to ensure federal compliance.

Questions? Contact Thompson Information Services

1-800-677-3789 | service@thompson.com | www.thompson.com

You may be able to charge the cost of your Thompson Training to your federal grant(s). For state agencies and other nonfederal entities, under the cost principles of the uniform guidance, there are allowable items of cost for subscriptions (§200.454.(b)) and professional development (§200.472). Please check with your program director, finance officer or granting agency to ensure there is no restriction in the approved grant budget or the award documents.

Conference: April 5 & 6, 2017
Post-Conference Workshop: April 7, 2017
Savannah Hyatt Regency
2 West Bay St, Savannah, GA 31401
CPE Credits:
Up to 15 NASBA CPEs & 15 GPCI CEUs
Who Should Attend:
Executive Directors CFOs Finance VPs Accountants Controllers Auditors Procurement Managers Grants Directors
Contracts Representatives Grants Specialists Grants Managers Grants Coordinators Grant Writers Strategic Planners Program Managers Title I Coordinators
What's Included:
  • Two days of expert-led grants training
  • Specialized attendee breakout sessions
  • Networking events, breakfasts, and lunches
  • The Grants Quick Start Toolkit
  • 6 months of digital access to Thompson's Grants Management Handbook (New subscribers only.)
Early Bird Rate through 03/06/2017:
$795 Forum
$1095 Forum + Subrecipient Workshop
Standard Rate after 03/06/2017:
$895 Forum
$1195 Forum + Subrecipient Workshop
Subrecipient Workshop Only:
Have more than 3 attendees or have other questions?
Please contact Thompson Client Services at 800-677-3789 or service@thompson.com about group pricing and other conference-related requests.
Hosted by
Thompson Information Services 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org

If you are not able to attend for any reason, please notify us as soon as possible. Conference cancellations received 10 business days prior to the event are fully refundable. All other cancellations are non-refundable.