Financial Research Administration

The Financial Research Administration Workshop is a two and one half-day professional development opportunity that focuses primarily on the financial aspects of research administration. This workshop provides an in-depth look at financial compliance issues through a combination of lecture, case studies, review of Federal audit reports, and a discussion of best practices. The workshop presents the financial issues of sponsored programs management using a ‘cradle-to-grave’, award lifecycle approach, and discusses the impact of the financial issues at each stage of award management.

Who Should Attend:

Whether you are a research administrator in a department, a post-award office, a combined sponsored programs office that supports pre- and post-award functions, or a pre-award office that wants to understand how their functions support the post-award functions, this program will help you help you, your institution, and your faculty. Attendees are encouraged to have a minimum of two years of sponsored projects administration experience.

What Participants can expect:

After completing the Financial Research Administration Workshop, participants will be able to:

    • Apply the principles the federal circulars that govern Federally sponsored agreements to work at their home institutions, including costing at the pre-award and post-award stage;
    • Identify the differences between various types of funding instruments;
    • Recognize the various roles and responsibilities of principal investigators, departmental research administrators and central office research administrators;
    • Understand the key financial issues in award management, including cost sharing, effort reporting, cost transfers and procurement cards
    • Help your institution to manage the high risk financial issues in award management and help to reduce potential audit findings
    • Understand the function of service centers in sponsored agreements;
    • Understand the importance of subrecipient monitoring in research administration;
    • Take away “lessons learned” from Federal audits and best practices at other institutions

Financial Research Administration Faculty

  • James Barbret - Associate Vice President for Finance and Controller, Wayne State University
  • Julie Cole - Director, Research Costing Compliance, Duke University
  • Rashonda Harris - Associate Director of Post Award Administration, Emory University
  • Roseann Luongo - Associate Director of Training and Compliance, Harvard University
  • Tolise Miles - Training Development Specialist, University of Colorado at Boulder
  • Jennifer Mitchell - Director of Cost Studies and Effort Reporting, Northwestern University
  • David Schmidt - Assistant Vice President for Research and Economic Development, University of North Dakota
  • Leslie Schmidt - Assistant Vice President for Research, Montana State University
  • Jeffrey Silber - Senior Director, Sponsored Financial Services, Cornell University

To see dates and locations for upcoming Financial Research Administration Workshops, click here.

Interested in bringing this workshop to your campus?
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for more information.


Financial Research Administration Workshop Schedule 

Day 1: 

8:00am - 9:00am - Registration

9:00am - Noon - Session Presentation

Noon - 1:00pm - Lunch

1:00pm - 4:00pm - Session Presentation 


Day 2:

8:00am - 9:00am - Pastries & Coffee

9:00am - Noon - Session Presentation

Noon - 1:00pm - Lunch

1:00pm - 4:00pm - Session Presentation 


Day 3: 

8:00am - 9:00am - Pastries & Coffee

9:00am - Noon - Session Presentation

Noon - Adjournment