Member Login
Search

Fall Forum

 

Rates  |  Agenda  |  Additional Information

Fall Forum: Accounting
 
10 a.m. - 6 p.m. ET   |   Tuesday, October 21, 2025
 

About Fall Forum 

The 2025 Fall Forum is a full-day virtual training composed of six sessions that will equip grants managers with the essential accounting knowledge to strengthen financial compliance, collaboration, and reporting throughout the grant lifecycle. Designed for those in accounting and non-accounting roles, the sessions offer practical strategies to enhance cross-departmental communication, build internal controls, streamline closeout processes, and improve cost recovery. Participants will explore real-world challenges and gain tools to better align financial practices with grant requirements, empowering them to manage grants more effectively and reduce audit risks. Earn up to 6 CPE credits. (Specialized Knowledge)

Learning Objectives

  • Strengthen collaboration between grants management and accounting to reduce compliance risks and improve outcomes. 
  • Apply accounting principles, controls, and reconciliation techniques across the grants lifecycle. 
  • Understand labor cost alignment, indirect cost recovery, and documenting best practices for audit readiness. 

___________________________________________________________________

Rates

$159 per person (Members)   |   $333 per person (Non-Members *)

*Non-member rate includes complimentary one-year NGMA membership. Price does not change if you opt out of membership.

Key Registration Dates

October 14 | Registrants must pay in full or provide a purchase order by 11:59 p.m. ET, October 14 to receive the meeting link. Unpaid registrations are subject to cancellation after this date. 

October 15-21 | Invoicing option no longer available. Payment is due at time of registration. 

NGMA event confirmation emails are sent from [email protected].
Please make sure to whitelist this email address so you may receive event-related emails without issue. 

___________________________________________________________________


Agenda


Earn up to 6 CPE credits. (Specialized Knowledge)


Tuesday October 21 (All times Eastern Time)  
Time Presentation Course Level
10-11 a.m. Controls That Work: Designing Financial SOPs to
Strengthen Accountability    
Kim Swain and Lindsey Jackson, Forvis Mazars, LLP		 Overview
11 a.m.-12 p.m. People Power: Aligning People, Time, and Costs
with Grant Goals    
Abby Rollins and Carson Phillips, CohnReznick		 Basic
12-12:30 p.m. Lunch Break  
12:30-1:30 p.m.     Unlocking Value: Advanced Cost Allocation and
Recovery Tools    
David Clark and Anish Kochhar, BDO USA		 Intermediate
1:30-2:30 p.m. From Silos to Synergy: Collaborative Efforts Between Accounting Teams and Grants Managers    
Joseph Simon and Joe Gorsuch, Deloitte & Touche LLP		 Basic
2:30-2:45 p.m. Break  
2:45-3:45 p.m. Mastering Grant Closeout: Financial Reconciliation and Documentation Best Practices    
Kelly Bucci and Molly Moss, Crowe LLP		 Intermediate
3:45-4:45 p.m. Navigating Accounting Errors and Audit Findings: Strategies for Effective Resolution and Future Compliance
Thomas Stanton, KPMG LLP		 Basic
4:45-5 p.m. Break  
5-6 p.m. Networking Hour  

___________________________________________________________________
ADDITIONAL INFORMATION
Delivery Method
   Group Internet Based  
Registrations   Grant Professionals, including Grant Specialists, Grant Administrators, Grant Managers, Program Officers, Grant Officers, Auditors
  
Prerequisites   None  
Program Level   Varies by session (See each session listing's program level in Agenda section above.)  
Advance Preparation   None  
Special Accommodations
   If you have ADA accommodation needs, please notify NGMA Customer Service at [email protected].
  
Substitutions and Cancellations
   Cancellations
All requests for cancellations must be made directly by the registrants via email at [email protected]. Cancellations by an employer will not be accepted. The below refund policy applies:

  • By 11:59 p.m. ET, October 14 - Cancellations are eligible for a refund minus a $25 service fee.

  • As of October 15 – Cancellations and no-shows are not eligible for refunds.

No credits will be given in lieu of refunds.

Refunds by check may not be issued until after the conclusion of the event.

Transfers/Substitutions
Requests for transfer/substitutions must be made directly by the registrant via email at [email protected]. Requests by an employer will not be accepted. The below transfer/substitution policy applies:

  • By 11:59 p.m. ET, October 14 - No cost for transfers/substitutions; should a non-member substitute for a member, the difference between fees will be due at the time of transfer.

  • As of October 15 - No transfers/substitutions will be allowed.

  

Code of Conduct &
Event Policies		  


All attendees of NGMA's virtual events agree to NGMA's virtual code of conduct.

  

Questions & Contact Information
  


For questions or additional information, contact NGMA at [email protected] or (202) 308-9443.

  

 


National Grants Management Association 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.