Agenda

DAY 1:

8:00 am – 9:00 am
REGISTRATION & CONTINENTAL BREAKFAST (provided)

9:00 am – 9:15 am
WELCOME & INTRODUCTIONS
Overview of training, introduction of speakers, CPE & GPCI CEU Credit procedure

9:15 am – 10:30 am
SUBTLE AND NOT-SO-SUBTLE UNIFORM GRANT GUIDANCE CONTENT THAT CAN ROCK YOUR GRANT WORLD
Over three years have passed since the Uniform Grant Guidance (2 CFR 200) took effect. Whether you are an experienced Federal grants administrator, or someone who is relatively new to grants, by now you should be familiar with UGG.

But the content in UGG can be overwhelming, so it is valuable to know how to look beyond the basics and pay closer attention to areas that are currently attracting a lot of attention from grantees and auditors. This session focuses on the topics in UGG that “rock” our worlds in ways that may warrant re-examining our organizational approaches to compliance.

10:30 am – 10:45 am
BREAK

10:45 am – 12:15 pm
INTRO TO INDIRECT COST RECOVERY
One of the major benefits afforded by the implementation of Uniform Guidance is the ability for non-Federal entities to negotiate rates for indirect cost recovery. Unfortunately, many organizations still have not taken advantage of this benefit. Organizations owe it to their mission and to their stakeholders to take full advantage of and recover every dollar of funding that is available. In this session, we will discuss the basic principles of indirect cost recovery including direct vs indirect costs, pools vs bases, allocation methods, cost principles, distorting items, proposal timelines, and the application of rates.

12:15 pm – 1:00 pm
LUNCH (provided)

1:00 pm – 1:15 pm
A LOOK AT THOMPSON’S GRANTS COMPLIANCE EXPERT
Learn how to navigate the Compliance Expert and access the Grants Toolkit. Plus, get an overview of subscribers’ favorite features!

1:15 pm – 2:45 pm
POLICIES AND PROCEDURES: MAKING UGG WORK, AT WORK
Even if you understand the requirements in the Uniform Grant Guidance (2 CFR 200), it is often tougher to figure out HOW to make your organization compliant. Having written policies and procedures is required by UGG, however these policies and procedures must make sense within the organization’s culture in order to be properly implemented.

Well-written policies and procedures make life easier for all those involved in the effective stewardship of grant funds, and they also protect the organization in the event of an audit. This session will help you translate UGG requirements into meaningful operations-level guidance and actions.

2:45 pm – 3:00 pm
BREAK

3:00 pm - 4:30 pm
SUCESSFUL SUBAWARD ADMINISTRATION
Uniform Guidance introduced significant new responsibilities for pass-through entities and audit finding have shown that many are still struggling to keep up. In this session we will cover pass-through entity responsibilities, indirect rate negotiation, risk assessments, common pitfalls and how to avoid them, and best practices for successful subaward administration from the pass-through entity and subrecipient perspective.

4:30 pm – 5:00 pm
Q&A DAY 1 WRAP UP
Join us as we review and absorb the information presented today. Ask questions, share thoughts and unwind. It’s been a great day and we have another one planned for you tomorrow.

DAY 2:

8:30 am – 9:00 am
REGISTRATION & CONTINENTAL BREAKFAST (provided)

9:00 am – 10:30 am
INTERNAL CONTROLS: YOUR FIRST LINE OF DEFENSE
The nonprofit community was recently stunned when it was revealed that a large national nonprofit organization suffered an embezzlement of over seven million dollars at the hands of one of its most trusted accountants. Adequate internal controls are critical to preventing fraud, waste, and abuse. OMB expects all non-Federal entities to have a documented system of controls that provides reasonable assurance that Federal awards are being managed in compliance with Federal statutes, regulations, and the terms and conditions of the Federal award. In this session, we will discuss the basic principles of internal controls, the key requirements in 2 CFR 200, differences between preventative vs detective, proper segregation of duties, and common control activities related to high-risk areas in the organization.

10:30 am – 10:45 am
BREAK

10:45 am - 12:15 pm
TIME AND EFFORT? PARS? PAYROLL CERTIFICATION? WHAT DOES IT ALL MEAN?
One of the major changes included in the Uniform Grant Guidance (2 CFR 200) is “payroll certification,” which is much less prescriptive and much more flexible than previous time and effort documentation requirements.

But increased flexibility is not necessarily “better.” Will Time and Effort continue to be the #1 audit finding? This session covers the changes in time and effort documentation requirements, and the increased responsibility placed on grantees.

12:15 pm – 1:00 pm
LUNCH (provided)

1:00 pm – 2:30 pm
PROCUREMENT STANDARDS: READY OR NOT HERE THEY COME!
The Compliance Supplement has been updated, the audit teams are preparing, but are organizations ready to comply with the 2 CFR 200 Procurement Standards? Uniform Guidance contains certain standards with which all non-Federal entities are required to comply when acquiring property or services with Federal funds. These requirements, termed the “Procurement Standards,” are set forth at 2 CFR 200.317 through 200.326 and focus primarily on facilitating competition in procurement. The Office of Management and Budget announced in the Federal Register on May 17, 2017, that the grace period for implementation of the Procurement Standards will be extended one additional fiscal year for non-Federal entities. This update extends the grace period through December 25, 2017. All non-Federal entities must have a compliant procurement system in operation for fiscal years beginning on or after December 26, 2017. If your organization has not implemented the new Procurement Standards this is a can’t-miss session. We will discuss the purpose and applicability of the Procurement Standards, required procurement methods, and the audit criteria that will be applied in 2018.

2:30 pm – 2:45 pm
BREAK

2:45 pm - 4:15 pm
TIME AND EFFORT PART 2 – TO CHANGE, OR NOT TO CHANGE? THAT IS THE QUESTION…
Grantees are now burdened with deciding how to implement procedures that are responsive to and compliant with the new, more flexible payroll certification guidance. Whether your organization has a strong existing process, or no written process at all, it is important to understand how to apply and leverage the regulatory ambiguity of payroll certification to your advantage while still remaining compliant.

4:15 pm – 4:45 pm
Q & A DAY 2 WRAP UP
This is your opportunity to ask any final questions or share thoughts that have come to mind over the course of the last two days. Thanks for a great Forum and travel safely home!