Partner Events Calendar

Feldesman  |  Graduate School  |  Management Concepts  Thompson Grants





Concept to Practice: Subrecipient Relationships
1 p.m. ET  |  June 18

This training covers all aspects of managing subrecipients and is specifically designed to build step-by-step from core compliance obligations to practical implementation steps and tools. Throughout the presentation, Feldesman attorney Scott Sheffler will translate the compliance obligations established at 2 CFR 200.231 through 200.233 into plain language, and, from there, into actionable management strategies, tasks, and tools.

The Single Audit Under the Uniform Guidance
1 p.m. ET  |  June 27

All medium and large grantees must undergo a Single Audit Act annual audit (often referred to as the “Uniform Guidance, A-133  or “Subpart F” audit). The Single Audit is the federal government’s most important tool for testing your compliance with the terms of your awards. Moreover, it is a major annual expense for your organization, so it is important to get it right.  In this webinar, CPA and Certified Fraud Examiner Carol Barnard of Aprio and Partner Scott S. Sheffler will provide an in-depth look at this annual process from both the grants accounting and legal perspectives.

AmeriCorps Fiscal Compliance
July 18-19  |  Hybrid Event - Washington, D.C. or Virtual Classroom

AmeriCorps State & National (ASN) Program funding creates the potential to considerably expand community-oriented volunteer opportunities, but comes with many complex rules attached. Feldesman Leifer LLP, a Washington, D.C.-based law firm with over 50 years of experience in federal programs, and America’s Service Commissions, the national association of state and territorial service commissions, have partnered to provide a detailed course of instruction focused on the specific challenges faced by ASN National Direct funding recipients, as nonprofit entities operating multi-state ASN programs. The training and discussion will cover the fundamental nature of the grant agreement, key allowable cost and cost allocation issues, National Service Criminal History Checks, practical approaches to internal controls, and more.

Time and Effort Documentation
1 p.m. ET  |  July 25

The most common compliance finding for federal grant recipients is a failure to adequately document the time and effort of the grantee’s personnel. Fundamentally a requirement designed to ensure reasonable allocation of personnel costs, time and effort requirements are often misunderstood. Join Managing Partner Ted Waters for a discussion of the purpose of time and effort, defensible systemic approaches under current standards, and a discussion of common mistakes.

Federal Funding Academy
August 14-16  |  Hybrid Event - Las Vegas, NV or Virtual Classroom

A three-day overview of the federal grants system, covering everything from the legal underpinnings of the system, through cost allowability and allocation, to procurement, subaward requirements, property management, audit resolution, and more.

This federal grants training is led by attorneys from the firm's Federal Grants practice group, who leverage their backgrounds and experience in areas of law critical to federal programs to convey both clear explanations of legal requirements and practical assessments of risk areas and best practices. In our three days together, our instructors provide in-depth information, building from an overview of the system and of each key compliance area, to discussion of fundamental regulatory language, to analysis of compliance measures and best practices in light of common federal awarding agency practices.

Our goal, whether you are new to federal awards and in need of a thorough overview or an experienced grants manager looking for a next-level understanding of the grants system, is that you leave with more knowledge than you came and that the knowledge be actionable. At this highly interactive and at times humorous training event, you'll have plenty of opportunities for discussion with our faculty and should leave with no question unanswered..

The Allowable Cost System
1 p.m. ET  |  August 22

Fundamentally, a grant from the federal government is simply an agreement by the government to reimburse a non-federal entity for certain costs of certain activities. The limits of the government’s agreement are expressed primarily through the federal cost principles and are defined as “allowable costs.” Join Partner Scott S. Sheffler to evaluate and discuss the scope and limitations on reimbursable costs, and key risk areas inherent in this system.

Concept to Practice: Federal Procurement Standards
1 p.m. ET  |  August 27

This three-hour presentation covers all aspects of the federal procurement standards, and is specifically designed to build step-by-step from core compliance obligations to practical implementation steps and tools. In this module, Feldesman attorney Scott Sheffler will translate the compliance obligations established at 2 CFR 200.317 through 200.327 into plain language, and from their into actionable management strategies, tasks, and tools.

Cost Allocation and Indirect Cost Rates
1 p.m. ET  |  September 26

One of the most challenging compliance obligations for federal grantees is ensuring that they charge only “allocable” costs to their federal awards. From direct allocation, through cost allocation plans, and federally approved indirect cost rate agreements, an understanding of cost allocation principles aids grantees in efficiently and properly recovering project costs from the federal government. Join Partner Scott S. Sheffler to build from cost allocation basics to intermediate allocation concepts, examine practical examples, and walk through the indirect rate agreement negotiation process.

Federal Procurement Standards
1 p.m. ET  |  October 17

Based upon straightforward principles of competition and transparency, the federal procurement standards contain numerous specific rules and remain an area of compliance focus for auditors and agency reviewers. In this webinar, Partner Scott S. Sheffler will concisely address procurement considerations, building from the underlying legal principles to the key specific regulatory requirements.  Mr. Sheffler will discuss competition requirements (including sole source justifications); regulatory options for requests for proposals, sealed bids, or simplified procedures; and preferences for small and disadvantaged businesses and domestic sourcing.

Audit Resolution
1 p.m. ET  |  November 11

The federal grant system is, at its core, a “trust but verify” system in which compliance is driven by after-the-fact review of grantee activities. In this presentation, a panel of attorneys will bring their day-to-day practice experience in resolving audit findings to bear for an in-depth discussion of risks, strategies, and opportunities in the audit process. Based upon the legal underpinnings of the federal grant system and government rights to impose remedial measures, the attorneys comprising our panel will provide practical guidance on the “dos and don’ts” in audit resolution.

Conflict of Interest Requirements Beyond the Procurement Rules
1 p.m. ET  |  December 5

Roughly nine years ago, the then-new Uniform Guidance required in 2 CFR § 200.112 that each "Federal awarding agency...establish conflict of interest policies for Federal awards." This broad requirement extended well beyond the traditional conflict of interest requirements found in the procurement section (2 CFR § 200.318(c)). In this webinar, Managing Partner Ted Waters will use a case study method to deepen knowledge in this critical area and provide practical guidance on drafting and implementing compliant as well as functional Standard of Conduct / Conflict of Interest policies and practices.









On-Demand Course
Customer Service Excellence (ADMB7003 & ADMB7004)

Become "customer-driven" and learn how to take service to the top, inspiring others to provide quality service. Gain proficiency in identifying your internal and external customers. Discover the latest methods for enhancing customer service and handling problems, including anticipating and responding to customers' needs.

On-Demand Course
Managing Multiple Priorities (ADMB7007)

Regain control over your workload, increase your efficiency, and ease your stress. Learn ways to dig out from beneath the mountain of paperwork, emails, and assignments, and eliminate anxiety over and frustration about your many responsibilities. Discover strategies for goal setting and prioritizing, as well as methods for overcoming procrastination. Learn to handle professional challenges with confidence!

On-Demand Course
Effective Communication with Customers (COMM8000)

Develop superior customer service by learning the basics of effective communication to successfully interact with internal and external customers. Become adept at recognizing and anticipating the needs of others; being flexible when handling requests and complaints; and spotting and responding to important verbal and nonverbal messages.

On-Demand Course
Briefing Techniques (COMM7002)

Develop your ability to give concise briefings that convey your main message quickly and clearly. Learn and practice essential strategies for delivering short structured briefings in this hands-on course. Your briefings are recorded for playback, and your instructor will provide useful coaching and tips.

On-Demand Course
Negotiating Techniques (MGMT9104 & MGMT9105)

Learn to create win-win situations and improve work relationships with colleagues, employees, customers, and others. Focus on issues of negotiation, including using multiple strategies, applying the no-fault formula, interest-based methods, and empathy in the negotiation process.

Online  In-Person On-site Course
Editing for Impact (EDIT7100)

Gain the skills for revising your business documents to improve their clarity and accuracy. The Plain Writing Act of 2010 mandates that government documents be easily understood and well organized. Learn how to revise documents to give your main ideas greater power and emphasis. Become proficient at spotting and correcting common punctuation, capitalization, and abbreviation errors, as well as frequently misused words.

Online  |  In-Person  On-site Course
Writing for Results (WRIT7110)

Create documents that achieve results. Learn to analyze each writing situation-focusing on your purpose, reader, and context. Write effective explanations and instructions, using lists, headings, and graphics to get the job done. Write convincing arguments, clearly stating your position and supporting it effectively. Avoid logical fallacies in your writing and learn to spot them in messages you receive. Use writing to convince your reader and achieve real-world results. Use plain language as mandated by the Federal Plain Writing Act of 2010.

Online  |  In-Person  On-site Course
Clear Writing through Critical Thinking (WRIT7100)

Think more clearly by improving your writing. Write more clearly by improving your thinking. Understand critical thinking and learn strategies for deeper and deeper levels of thinking. Improve your thought process at each stage of the writing process. Create logical and persuasive arguments, and recognize and remove faulty logic. Sharpen your problem-solving skills and enhance group success. Write plainly as mandated by the Federal Plain Writing Act of 2011 and empower your career with critical thinking and clear writing.

Online  |  In-Person  |  On-site Course
Overview of Project Management (PROJ7020)

This course provides a broad overview of project management using a standardized methodology, focusing on how to coordinate the most common (and useful!) project deliverables. In this course, participants will learn how to approach tasks armed with an understanding of project management and its consistent processes.

Online  |  In-Person  |  On-site Course
Project Management Essentials (PGMT7007)

Project Management Essentials introduces the Guide to the Project Management Body of Knowledge (PMBOK® Guide) and offers a standardized approach to project management. Participants will use the PMI standard to manage a project throughout its lifecycle; from initiation to closing. In doing so, participants will be developing and using the same proven tools and techniques that experienced project managers use to lead teams to successful project completion.

Online  |  In-Person On-site Course
Project Leadership (PGMT8010)

This course focuses on the leadership aspects of project management.

Online  |  In-Person  |  On-site Course
Introduction to Microsoft Project 2016 (PROJ8990)

This introductory course provides core knowledge and practice exercises for participants to directly operate Microsoft Project 2016. Participants use the software to develop a usable project plan, schedule tasks, manage project resources, and more. Participants navigate the Microsoft Project 2016 environment by defining a new project plan, organizing and linking project tasks, optimizing the critical path, setting the project baseline, adding and managing resources to the project plan, setting up resource calendars, resolving resource conflicts, customizing Gantt charts, creating timelines, custom reports and more.







One-Day Course

Federal Grants Update and Refresher


9 a.m. - 5 p.m. ET  | June 7
10 a.m. - 6 p.m. ET  |  June 14
9 a.m. - 5 p.m. ET  |  June 28
10 a.m.-6 p.m. ET  |  July 1
8 a.m. - 4 p.m. ET  |  July 12
9 a.m. - 5 p.m. ET  |  July 19
10 a.m. - 6 p.m. ET  |  July 26
9 a.m. - 5 p.m. ET  |  August 9
9 a.m.-5 p.m. ET  |  August 23

9 a.m. - 5 p.m. ET  |  September 5
9 a.m. - 5 p.m. ET  |  September 13
a.m. - 4 p.m. ET  |  September 27
9 a.m. - 5 p.m. ET  |  October 4
8 a.m. - 4 p.m. ET  |  October 11
10 a.m. - 6 p.m. ET  |  October 28
9 a.m. - 5 p.m. ET  |  November 22
9 a.m. - 5 p.m. ET  |
December 9


Refresh your grants expertise! This course is designed to help you stay up to date on the changing regulatory and legislative requirements, including everything you need to know about the 2024 Uniform Guidance updates, while reinforcing your knowledge of the grants lifecycle. In this course you will review the key activities aligned with each stage of the grants lifecycle, focusing on recent changes and developments within the grants landscape. This course is designed for grantors and recipients who have a basic understanding of the Uniform Guidance and wish to refresh their knowledge and explore recent updates.
Who Takes This Course: Individuals working with grants for federal, pass-through, and recipient organizations
Course Format: Individual, small-group, and large-group exercises; lecture, discussion, action planning..









NGMA members receive 20% off all trainings. Use code NGMA20.

Federal Grants Forum
June 26-27  |  Columbus, OH

Learn about grants considerations, the Compliance Supplement updates, and how grants could be affected by the proposed uniform guidance revisions under review.

Federal Grants Forum for State and Local Governments
September 10-11  |  Virtual

Learn about coronavirus-related grants considerations, the most recently issued Compliance Supplement and its subsequent addenda, and how grants have been impacted by the uniform guidance changes that went into effect. Federal agencies have issued guidance specifically impacting the responsibilities of state and local governments. This is the compliance information you need to confidently manage your grants and protect your funding.

Nonprofit, Legal, Finance, and Grants Conference
October 1-2  |  Arlington, VA

This conference will feature general sessions as well as three defined tracks covering Nonprofit Legal Issues, Finance and Tax Guidance, and Federal Grants Compliance

Advanced Federal Grants Forum
October 16-17  |  Virtual

Get the compliance guidance you need to ensure that you and your entire team are up to date on the latest grants rules and regulations that govern federal awards no matter the circumstances so that you can confidently manage your grants and protect your funding

Federal Grants Forum
December 3-4  |  New Orleans, LA

Learn about grants considerations, the Compliance Supplement updates, and how grants could be affected by the proposed uniform guidance revisions under review.