Partner Events

 

 

 


9 a.m. - 5 p.m. ET | March 30 - 31 
10 a.m.- 6 p.m. ET | May 3 - 4 
9 a.m. - 5 p.m. ET | July 13 - 14  
9 a.m. - 5 p.m. ET | August 15 - 16
10 a.m. - 6 p.m. ET | September 7 - 8  
10 a.m. - 6 p.m. ET | October 12 - 13
9 a.m. - 5 p.m. ET | November 16 - 17
9 a.m. - 5 p.m. ET | December 12 - 13
Virtual
Developing And Leveraging Risk Assessments For Grants Management

This course explores pre-award and post-award risk assessments, from methodology and process to how to best leverage the results. Key topics include defining risk factors, qualitative and quantitative risk assessment methodologies, documenting risk assessments, using risk assessments to identify specific conditions during pre-award, and using risk assessment results to develop post-award monitoring plans

9 a.m. - 5 p.m. ET | April 6 - 7 
10 a.m. - 6 p.m. ET | May 8 - 9
9 a.m. - 5 p.m. ET | August 17 - 18
10 a.m. - 6 p.m. ET | October 10 - 11
9 a.m. - 5 p.m. ET | November 20 - 21
9 a.m. - 5 p.m. ET | December 18 - 19
Virtual
Relationship Building For Successful Grants Management

Grants management is a partnership. To be successful, grantees and grantors must work together and understand each other. Communication between grantees and grantors is a critical—and often overlooked—part of effective stewardship of grant funds. This course will look at how to build relationships, understand other points of view, and communicate effectively. You will develop an understanding of the importance of managing relationships to improve the performance of federal grants.

9 a.m. - 5 p.m. ET | April 28
9 a.m. - 5 p.m. ET | May 19
9 a.m. - 5 p.m. ET | June 16
10 a.m. - 6 p.m. ET | August 4
9 a.m. - 5 p.m. ET | October 2
9 a.m. - 5 p.m. ET | December 8
Virtual
Understanding Audits For Federal Personnel

Enhance your understanding of recipient audits, focusing on the requirements in Subpart F of 2 CFR 200. Participants will examine several audit types, including the Single Audit, to learn how audit results and findings impact federal grants management, including pre-award risk assessment, planned monitoring and oversight, and corrective actions.

10 a.m. - 6 p.m. ET | April 24 - 25
9 a.m. - 5 p.m. ET | May 15 - 16
9 a.m. - 5 p.m. ET | June 14 - 15  
10 a.m. - 6 p.m. ET | July 20 - 21  
9 a.m. - 5 p.m. ET | August 14 - 15
10 a.m. - 6 p.m. ET | September 18 - 19
9 a.m. - 5 p.m. ET | October 4 - 5
9 a.m. - 5 p.m. ET | November 6 - 7
9 a.m. - 5 p.m. ET | December 5 - 6 
Virtual
Audit Of Federal Grants For Recipients

Learn to confidently navigate the audit process. This course will provide grant recipients with a practical and relevant understanding of various types of audits, including the single audit. Through interactive exercises and honest discussions, you will learn about the entire audit process as governed by 2 CFR 200, Subpart F. From initiation through results and corrective action planning, this course outlines best practices for effectively managing audits of your grants funding.

10 a.m. - 2 p.m. ET | April 5
1-5 p.m. ET | May 2
9 a.m.-1 p.m. ET | June 7
1-5 p.m. ET | July 18
10 a.m. - 2 p.m. ET | August 10
1-5 p.m. ET | September 20
9 a.m. - 1 p.m. ET | October 26
1-5 p.m. ET | November 28
10 a.m. - 2 p.m. ET | December 19

Virtual
Conducting Virtual Site Visits

Virtualize your site visits!  Using best practices from traditional site visits, this course shows participants how to carry out site visits virtually. Through simulation activities and interactive exchanges, you will gain the knowledge needed to effectively plan and facilitate virtual site visits.

9 a.m. - 5 p.m. ET | April 19 - 20 Virtual
Financial Administration Of Federal Grants For Recipients

Grant recipients are charged with meeting complex fiscal obligations throughout the grant lifecycle. You will gain experience identifying financial requirements for Federal awards, preparing financial reports, and conducting desk reviews. This is an elective course in the Pass-Through and Recipient Tracks of the Grants Management Certificate Program (GMCP™).

 
   
 

 

 

 

 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.

 

 

   
     
 

 

March 21-23  |  New Orleans and Virtual Classroom
Workshop
Federal Funding Academy

A three-day overview of the federal grants system, covering everything from the legal underpinnings of the system through procurement and subaward requirements, cost issues, and audit resolution. 

March 24  |  New Orleans and Virtual Classroom
Workshop
Federal Funding Academy: Advanced

This one-day training builds upon FTLF’s Federal Funding Academy, diving deeply into more advanced concepts and issues in the areas of cost allocation and contract and subrecipient management, while also providing an introduction to the various “national policy requirements” that attach to funding in most federal grant programs. 

1 p.m. ET | March 30 
Webinar
Mandatory and Discretionary Disclosures

With the promulgation of the Uniform Guidance in December 2014, OMB moved, in key areas, from voluntary disclosures to mandatory reporting. In January 2016, mandatory reporting expanded further with requirements under the Federal Awardee Performance and Integrity Information System (“FAPIIS”). Grantees and awarding agencies both continue to grapple with questions regarding events or circumstances that require (or do not require) disclosure. In this webinar, we will provide an overview of the core reporting requirements, thoughtfully evaluate remaining areas of ambiguity, and examine varied agency approaches to implementation.

1 p.m. ET | April 27
Webinar
Lobbying Restrictions

As partners of federal agencies in implementation of federal programs, public and private grantees doing the actual programmatic work across the United States and abroad are often the source of data, input, and innovative concepts undergirding policy choices by Congress and regulatory agencies. At the state, local, and international NGO levels, federal grantees often have a stake in offering policy input in advance of federal decision-making. Yet, as federal grantees and nonprofits generally are well aware, there are limitations – both as grantees and as nonprofits benefiting from a tax-exempt status – on the extent to which they can act to influence federal and state legislation and even, in many cases, state and local executive agency policy.

The scope of these limitations has evolved over time into a relatively arcane mix of rules, with equally complex exceptions. Some actions are simply prohibited, while others are allowed but the cost of engaging in them cannot be charged to federal funds.

In this webinar, we will explain what the rules are – and are not. Knowing where the lines are and understanding practical strategies for documenting and demonstrating compliance over the long term will empower and protect your organization as you and your partners work to support your community.

1 p.m. ET | May 25
Webinar
Sole Source Procurement Under the Uniform Guidance

Every grantee knows that “sole source” and “limited source” procurements are high-risk events when using federal funds. Yet, the Uniform Guidance does not offer much clarity on when sole source and limited source procurements are permissible. Despite listing potential justifications of “only available from a single source,” “public emergencies,” and more, the regulations do not go on to explain what might qualify as fitting within these general categories, exposing grantees to the peril of strict after-the-fact review of any noncompetitive procurement. In this webinar, FTLF attorney Scott S. Sheffler bring years of experience in both federal government contracts and federal grants to an in-depth discussion of this often vexing area of the law.

1 p.m. ET | June 22
Webinar
The Single Audit Under the Uniform Guidance

As we return to “normal order” after several years of a pandemic, and the first year of audits that followed, join CPA and Certified Fraud Examiner Carol Barnard of Aronson LLC and FTLF Partner Scott S. Sheffler for a discussion of the Single Audit Act annual audit. 

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, Scott and Carol will provide an in-depth look at this process from both the grants accounting and legal perspectives, covering key topics like:

  • The federal purposes and authorities for such audits 
  • Grantee obligations during the audit process 
  • What to expect from auditors and federal agencies during an audit

1 p.m. ET | July 27
Webinar
Internal Controls

With the advent of the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (“Uniform Guidance”), the government highlighted the obligation of grant recipients to maintain adequate internal controls. The concept of internal controls is not, however, always well understood; and certainly is operationalized differently in each recipient organization. Join FTLF attorney Phillip Escoriaza to discuss core internal control concepts, common risk areas, and compliance program strategies from a risk management perspective.

August 16-18  |  Las Vegas and Virtual Classroom
Workshop
Federal Funding Academy

A three-day overview of the federal grants system, covering everything from the legal underpinnings of the system through procurement and subaward requirements, cost issues and audit resolution.

1 p.m. ET | August 24
Webinar
The Allowable Cost System

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 FTLF Partner Scott S. Sheffler to evaluate and discuss the scope and limitations on reimbursable costs, and key risk areas inherent in this system.

1 p.m. ET | September 28
Webinar
Cost Allocation and Indirect Cost Rates

One of the most challenging compliance obligations of federal grantees is ensuring that they charge only “allocable” costs to their federal awards. At its core a very straightforward concept, in practice cost allocation can prove a complex endeavor. 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 FTLF 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.

1 p.m. ET | October 19
Webinar
Federal Procurement Standards

Based upon straight-forward principles of competition and transparency, the federal procurement standards are one of the areas of the federal grant management regulations that contains numerous specific rules and remains an area of compliance focus for auditors and agency reviewers. In this webinar, FTLF Partner Scott S. Sheffler will concisely address procurement considerations, building from the underlying legal principles to the key specific regulatory requirements. He will address competition requirements (including sole source justifications); regulatory options for requests for proposals, sealed bids, or simplified procedures; preferences for small and disadvantaged businesses and domestic sources; and the still relatively new limitations on purchases of certain telecommunications equipment and services from Huawei Technology Company and certain other entities. This webinar is designed to tie the various requirements together into a logical and systemic whole to promote not just compliance, but also efficient and repeatable systems.

1 p.m. ET | November 9
Webinar
Internal Investigations Do’s and Don’ts

Although a rare event, every grantee eventually faces a circumstance that warrants a significant internal inquiry – even if the grantee anticipates that it will find that it substantially complied with applicable federal requirements. In this webinar, FTLF attorneys with decades of combined experience in conducting internal investigations will discuss practical considerations, including: (i) depending upon subject matter and posture of the issue upon discovery, who should conduct the investigation and how formal it should be, (ii) when to involve lawyers, (iii) important “do’s and don’ts” in the course of the investigation and follow-on action, and (iv) core systems and processes to have in place to mitigate risk of noncompliance in advance. This presentation will be structured as a panel discussion, with ample opportunity for participant questions.

1 p.m. ET | December 7
Webinar
Subrecipient Non-Compliance

With the advent of the Uniform Guidance, subrecipient monitoring has become a significant area of focus by federal awarding agencies. The Uniform Guidance instructs that grantees are to evaluate the risk of each subaward/subrecipient, then monitor each subrecipient’s performance based upon that risk assessment. However, it does not explain how grantees should structure their subrecipient agreements to create the opportunity to conduct that monitoring or establish the legal rights necessary to take effective action in the event noncompliance is identified. This can lead to grantees acting with too light or too heavy a touch when they perceive a possible area of noncompliance on the part of a subrecipient. In this webinar, FTLF attorney Scott S. Sheffler will discuss matters of subrecipient noncompliance within the broader federal grant compliance framework, connecting potential enforcement mechanisms to important agreement terms and risk for the grantee entity vis-à-vis its federal agency funder.