Orlando Pop-Up Series Agenda Descriptions

  2024 Orlando Pop-Up Course Descriptions

Implementing System-Wide Internal Controls and Socializing Change
Jillian Neimeister, CGMS, Head of Customer Success, AmpliFund

While it is “easy” to acknowledge that internal controls are needed to properly manage grant funds and the programs they support, what does it look like in reality? Often change brings with it challenges and resistance. While you may know that standardization, centralization, and better processes are needed, others in your organization may not understand or appreciate how this impacts them. We’ll share tips for successful implementation and change management stemming from experience helping organizations not only establish the needed internal controls but also socialize these across their organization.

Learning objectives:

  • Determine what internal controls are actually essential for grant management.

  • Identify how to build the framework for these controls into your current environment.

  • Understand how to socialize the changes to increase adoption and success.

Course Level: Intermediate


Where Did All the Time Go? Ensuring Your Compliance with Time & Effort Rules
Phillip A. Escoriaza, Feldesman Leifer LLP

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. This session will include a detailed discussion of the purpose of time and effort documentation to help participants to better understand the specific regulatory standards and discern between realistic regulatory flexibilities and dangerous practices.

Learning objectives:

  • Discuss Uniform Guidance requirements concerning Time & Effort.

  • Understand the purpose of Time & Effort documentation to better understand the specific regulatory standards.

  • Discern between realistic regulatory flexibilities and dangerous practices pertaining to Time & Effort standards..

Course Level: Intermediate. Pre-work is to review the components of 2 CFR Part 200.430 and FAR 31.205-6


Unlocking Financial Sustainability: Navigating Indirect Cost Recovery in Federal Grants
Dan Durst, BDO USA

Join us for a strategic exploration of Indirect Cost Recovery on Federal Grants. In this one-hour session, we will delve into the intricacies of indirect costs, providing valuable insights and strategies to optimize financial sustainability for your organization. From understanding federal cost principles to practical implementation, this class equips you with the knowledge to maximize indirect cost recovery efficiently.

Learning objectives:

  • Gain a thorough comprehension of the concept of indirect cost recovery, including its definition, components, and significance in the context of Federal Grants.

  • Navigate the complex landscape of federal cost principles governing indirect costs, ensuring compliance and maximizing recovery opportunities.

  • Acquire practical strategies and best practices for optimizing indirect cost recovery, empowering you to enhance financial sustainability and strengthen your grant-funded projects.

Course Level: Intermediate


Strategic Planning and Management of Federal and State Grant Opportunities
Kelli Reddick, Edward Fernandez, and Desiree Gorman, ICF and the City of Tallahassee

The Bipartisan Infrastructure Law (BIL) and Inflation Reduction Act (IRA) infused $920 billion of investment in new grant programs for infrastructure, alternative fuels, clean energy and power, electric vehicles, and technology. With significant federal and state grant funding available, eligible applicants are consistently asking staff to track, apply for, and manage increasingly diverse funding sources across a portfolio of projects. This course will present the concept of a grant funding strategy, mechanisms, and methods to track application submissions and awards, and best practices to support inter-departmental collaboration and transition into grant management. Presenters will draw on case studies from Florida and Washington as examples.

Learning objectives:

  • Understand the concept of a grant funding strategy.

  • Demonstrate proficiency in practical skills needed for grant management, including how to identify suitable grants and programs.

  • Recognize best practices and digital options to track grant opportunities, submit applications, and plan and budget for grant implementation.

 Course Level: Beginner to Intermediate



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.