2022 Annual Grants Training Agenda

Monday, April 18, 2022
2 – 5 p.m. Registration
Tuesday, April 19, 2022
6:30 a.m. – 5 p.m. Registration
7 a.m. – 4:30 p.m. Expo Hall Open
7 – 7:45 a.m. Breakfast
7:45– 9:15 a.m. General Session with Keynote Speaker

Sharon Newport
We Got This: Creating Positive Outcomes Even When We’re Exhausted!

As we move into the next phase of this new normal, the impact of continuous change and overwhelm looms during our busy days. Often, we can feel as though we are running out of tricks to increase our capacity and support our ability to be our best selves. Join us as we explore new mindsets, play with a few techniques, and learn to access our best selves even in tough moments.
  • Learn new ways to increase inclusion - even in challenging situations;
  • Explore techniques to you help see more choices; and
  • Improve your ability to self-manage while improving your impact.
9:30– 10:45 a.m.

Plenary Panel Discussion: COVID-19 Panel

Wagish Bhartiya, Vice President, REI Systems
Trevor Krause, Senior Manager Consultant – Cybersecurity, Crowe LLP
Stacie Massey, Lead of the Ohio Grants Partnership, Ohio Office of Budget and Management
Maria Howeth, Secretary, NGMA Board of Directors

We have been operating under COVID-19 guidelines since 2020. There has been a great impact on organizations and services in this current environment.  With the COVID-19 related funding, there are new issues and implications worthy of understanding and discussing while highlighting best practices for reporting and preparing for audits of that funding.
Join us for the COVID-19 Panel discussion to cover key questions you and your colleagues may have related to COVID-19 funding.  We have a rich bench of panelists ready to answer your questions, impart important lessons learned, and share best practices as it relates to this topic.  You won’t be disappointed!

Learning Objectives:

  • Understand What Funding is Available
  • How to Navigate the Funding
  • How to Identify Which Regulations are Applicable
10:45– 11:30 a.m. Visit Expo Hall
11:30 a.m. – 12:30 p.m. Luncheon
12:30 – 1:15 p.m. Visit Expo Hall
1:15 – 2:30 p.m.
Understanding Indirect Cost & How to Maximize Your Grant Opportunities
Nicolie Lettini, eCivis
Single Audit 101 for Grant Managers - Understanding Audit Terms and How Findings Impact Your Grant Management
Sarah Hluchan and Tom Devine, Management Concepts
Improving Grant Compliance: How to Avoid ESSER and HEERF Audit Findings
Tiffany Kesslar, CGMS, Brustein & Manasevit, PLLC, Bert Nuehring, Crowe LLP, and Keith Cummins, U.S. Department of Education, Office of Inspector General
Cybersecurity Threats & Trends (Post-COVID)
Trevor Krause, Crowe LLP  
3P2:30 – 3 p.m. Visit Expo Hall
3 – 4:30 p.m. Decoded: 2 CFR 200 Procurement Standards
Mara Ash, BFS your Strategic Partner
Subaward Drafting – Key Legal Issues and Recommended Key Terms
Scott Sheffler, Feldesman Tucker Leifer Fidell LLP
Grants 101 for Beginners
Arman Francis, U.S. Embassy Islamabad/Department of State
From Relief to Recovery--How the Coronavirus State and Local Fiscal Recovery Funds Differ from Coronavirus Relief Funds
Stacie Massey, State of Ohio Office of Budget and Management
4:45 – 6 p.m. Grants Monitoring: From Federal Agency to the Subrecipient
Susan Miller, Philip Aldridge, and Kellee Leo, Watkins Government Services
Understanding Those Wretched "S" Words:
Supplanting, Sole Source, and Subawards for Beginners
Johna Rodgers, Johna Rodgers Consulting, LLC
The GREAT ACT: What Is It and What's Next?
Adam Roth and Jason Yu, AmpliFund
Strategic Planning for a Coordinated Resource Development Culture
Rebecca Davis and Karla Zahn, Ellucian
6 – 7 p.m.
Opening Reception
Wednesday, April 20, 2022
7 a.m. – 5 p.m. Registration
7 a.m. – 4:30 p.m. Expo Hall Open
7 – 7:45 a.m. Breakfast
7:45 – 9:15 a.m. NGMA Awards Presentation, Keynote and Panel Discussion
Heather Morgan and Rujuta Waknis
Annual Grants Survey Results: COVID-19 Has Permanently Changed Grants Management

The results of the 2022 survey are here! The overwhelming data coming in from the 5,000 grant professionals invited to our survey revealed that the COVID-19 pandemic has permanently impacted grant operations, which affect thousands of grantors, tens of thousands of grantees, and millions of people being helped by those funds. Join us to discuss the results of the survey, the evolving landscape of grants and how your program can continue to meet mission goals given the new challenges the pandemic has caused.

Walk away with tools and best practices to:
  • Streamline time-consuming grant operations;
  • Adjust grant operations to overcome pandemic barriers to operations; and
  • Conduct performance management to validate your program’s success.

A panel discussion on the state of the profession will follow the presentaion.

9:30 – 10:45 a.m.

Plenary Panel Discussion: OIG Panel—Recent Findings and Hot Topics

Marc Meyer, Acting Assistant Inspector General, USAID OIG’s Office of Investigations
Joe Comé, Retired, OIG, U.S. Department of Transportation
Kathleen Sedney, Assistant Inspector General for Audits, Inspections, and Evaluations for the U.S. Department of Interior OIG
Ken Dieffenbach, Deputy Assistant Inspector General for Investigations at the U.S. Department of Energy OIG
Kerry Neal, Managing Director for Financial Policy, Reporting, and Analysis in the Bureau of the Comptroller and Global Financial Services, U.S. Department of State

Representatives from the Office of Inspector General (OIG) with experience at four agencies will provide attendees with an update regarding the top issues in grants management, recent findings and the top concerns, with a look-ahead to a post-COVID environment.

10:45 – 11:30 a.m. Visit Expo Hall
11:30 a.m. – 12:45 p.m. Luncheon and OMB Update
2022, the Grand Year for Grants

Officials from the Executive Office of the President,
Office of Management and Budget (OMB)

Deidre Harrison, Deputy Controller
Gil Tran, Policy Analyst
Nicole Waldeck, PMP, Policy Analyst
12:45 – 1:15 p.m. Visit Expo Hall
1:15 – 2:30 p.m. Grants Quality Service Management Office (QSMO): Working to Improve the Recipient Experience with Federal Grants Management Systems
Chad Clifford and Andrea Sampanis, Grants Quality Service Management Office (QSMO)
Federal Grant Legal Update: Key Cases, Changes and Issues of 2021 and 2022
Phillip Escoriaza and Edward Waters, Feldesman Tucker Leifer Fidell LLP
The Big Bang Theory: Grants 101 Survival Training
Kathy Brunot, CGMS, The University of Alabama and Kim Rogers, Kim Joyce & Associates, LLC 
Grant Management in a Disaster: Prepare Your Procurement Tools Before Disaster Strikes
Sarah Cunningham, Lydia Kidder, and Kate Lynch Machado, Summit Consulting
2:30 – 3 p.m. Visit Expo Hall
3 – 4:30 p.m. Indirect Cost Rate Proposals: Common Pitfall Case Studies
Lori Beeler, CGMS, Governor’s Office of Management and Budget, Illinois and Lisa Stinson, Crowe LLP
The Operational Intersection of Existing Federal Funding & ARPA Funding
Carol Kraus, Governor’s Office of Management and Budget, Illinois (Retired) and Adam Roth, AmpliFund
enGAGE!: Engaged Grantors Allied for Greater Equity
Wendi Gephart, Education, Training, and Research Associates
Compliance with Procurement Standards
Edward Girovasi, Graduate School USA
4:45 – 6 p.m. Conflicts of Interest in Federal Grants
Scott Sheffler and Edward Waters, Feldesman Tucker Leifer Fidell LLP
Ethics in the Grants Life Cycle
Jeffrey Hysen, Graduate School USA
The Oprah Model for Grant Compliance:
Instruct the Audience So Everybody Gets A Clean Monitoring Report
Collett Litchard, Utah Governor's Office, Commission on Criminal and Juvenile Justice (CCJJ) 
Puhpowee - the Power of Grant Writing, a Beginner's Guide -
Grants 101 for Beginners Session
Sharon Reilly, Great Lakes Inter-Tribal Council, Inc.
Thursday, April 21, 2022
7 a.m. – 1 p.m. Registration
7 – 7:45 a.m. Breakfast
7:45 – 9 a.m. COVID-19 Funding to State, Local, and Tribal Governments –
The Fiscal Recovery Fund and Coronavirus Relief Fund
Scott Sheffler and Phillip Escoriaza, Feldesman Tucker Leifer Fidell LLP
Insights from Grants-Related Audits Aimed at
Making Your Work More Effective and Less Painful
Jill Cottonaro, Chuck Ward, and Joe Come' (retired),
Office of Inspector General, U.S. Department of Transportation

Audits are Always Important! What Have We Done?
The Funding was Incredible, but Now It Is Audit Time
Brenda Williams and Raquel Paz, Miami Dade County
Community Action and Human Services Department
Grants Financial and Program Management Best Practices
Denise Wu, John Yakaitis, Justice Sakyi, and Nancy Fultz, HPBS, LLC
9:15 – 10:30 a.m. Growing Complexity of Monitoring and the Need for Prioritization
Rebecca Lady, Deloitte & Touche and Lucy Mungle, Department of Justice
American Rescue Plan Act Addressing Key Provisions and Compliance Matters
Carmen A. Torres and J. Aleksevish Pastor, On Point Strategy LLC
Successful Coordination and Division of Pre-Award Tasks –
Working with Federal Partners
Amy Meyers, Guardians of Honor
Grant Making with an Equity Lens
David Martens, Dovel Technologies, a Guidehouse Company and Alice Bettencourt, HHS, Office of Grants
11 a.m. – 12:15 p.m.

Plenary Panel Discussion: Grants Attorney Q&A Panel-Hosted by the American Bar Association, Grant Law Committee
Tiffany Kesslar, Esq., CGMS, Partner, Brustein & Manasevit, PLLC
Wendel Askew, Esq., Assistant General Counsel for Financial Assistance Law, Office of General Counsel, US Environmental Protection Agency
Victoria “Tori” Roth, Esq., Supervisory Attorney Advisor, Resilience - Preparedness and Continuity Legal Division: Grant Programs Directorate, Office of Chief Counsel, Federal Emergency Management Agency
Dismas “Diz” Locaria, Esq., Partner, Venable LLP
Panelist and Moderator:
Andrew Victor, Esq., Associate, Nichols Liu LLP

Attorneys from the American Bar Association Public Contract Law's Grant Law Committee will discuss the top questions they have seen as well as answer the questions you have related to compliance under the Uniform Grants Guidance, stimulus federal funding, and other grants concerns!
Learning Objectives:

  • Learn the current top legal issues facing granting agencies and recipients
    in today’s environment;

  • Gain an understanding of industry trends; and

  • Listen and learn from questions your peers are asking practicing grant attorneys.

12:15 p.m – 12:30 p.m. Closing Remarks


A continental breakfast will be provided on Tuesday, Wednesday, and Thursday.
Lunch will be provided on Tuesday and Wednesday.

Schedules, locations and speakers are subject to change without notice.