National Council of University Research Administrator

Workshop Information

Welcome to Workshop 2010! The NCURA membership is extremely fortunate to have experts among us who are leaders in their respective areas of research administration. We hope you'll take advantage of the diverse offerings. Each workshop includes a program level, which allows members to match offerings to their individual experience level. Pre-requisites note background and/or previous experience. The program levels are:

• Basic - Assumes basic, fundamental research administration knowledge but cannot assume there is knowledge of course content.
• Intermediate - Assumes basic knowledge and should introduce and develop topics that exceed basic knowledge. Sessions focus on building grant and contract competency.
• Advanced - Assumes mastery of the subject and should focus on in-depth knowledge or a broader range of topics. Sessions should focus on mastering more difficult and complex scenarios.
• Overview - Provides a general review of a subject area from a broader perspective.
• Update – provides a general review of new developments.

Click on the workshop title for the full description and click on the faculty name to read their bio. We have also provided the email address of the lead faculty, if you have content-specific questions about the workshop. Feel free to also contact the Workshop Coordinators Georgette Sakumoto or Ty Helpinstill if you have questions about any workshop or need assistance selecting a workshop to best fit your needs.

View SENIOR FORUM information

FULL DAY Workshops: 8:30 am — 4:30 pm SUNDAY, October 31

Program Level: Basic | Track: Pre-Award W1 Pre-Award Basics

Faculty

* Cindy White, Director, Office of Sponsored Programs | Belmont University | cindy.white@belmont.edu | Jamie Caldwell, Director, Office of Research Services for the Health Sciences | Loyola University Chicago at the Medical Center Heather M. Offhaus,Director, Medical School Grant Review & Analysis | University of Michigan-Ann Arbor | Beth Seaton,Director of Sponsored Projects | Western Illinois University

Program Level: Basic | Track: Post-Award W2 Post-Award Basics

Faculty	* Tracey Fraser, Senior Director, Financial Services | California Institute of Technology | tracey.fraser@caltech.edu | Robert Andresen, Assistant Director, Post-Award Services, Research & Sponsored Programs | University of Wisconsin-Madison Vivian Holmes,Assistant Director, Sponsored Research | The Broad Institute

Program Level: Basic | Track: Departmental W3 Departmental Administration Basics

Faculty

* Samantha J. Westcott, Senior Grant Manager, Division of Biology | California Institute of Technology | westcott@caltech.edu Jennifer J. Crockett, Budget Manager, Vice Provost for Research | Northeastern University Ben Prince, Administrator, Meyers Primary Care Institute | University of Massachusetts Medical School at Worcester Jaynee Tolle, Senior Grant Administrator, Department of Psychiatry | University of Cincinnati

Program Level: Basic | Track: Federal W4 Introduction to the Federal Acquisition Regulations (FAR)

Faculty	* Randall Draper, Director, Office of Contracts and Grants | University of Colorado at Boulder | Randall.Draper@Colorado.edu Kathleen Reneau Lorenzi, Associate Director, Office of Contracts and Grants | University of Colorado at Boulder Kevin Stewart, Senior Sponsored Projects Officer, Office of Research | University of California - Santa Barbara

Program Level: Intermediate | Track: General W5 Troublesome Terms from Non-Profits, Foundations and Industry: Caught Between a Rock and a Hard Place

Faculty	* Jeremy Trybulski, Policy Manager, Office of Technology Transfer | University of California Office of the President | Jeremy.Trybulski@ucop.edu | Marjorie Forster, Assistant Vice President for Research | University of Maryland, Baltimore Dianne Archer, Director, Engineering Research Administration | Stanford University

MORNING Workshops: 8:30 am — Noon SUNDAY, October 31

Program Level: Basic | Track: Compliance W6 Compliance Issues for Pre-Award Administrators

Faculty	* Christa Johnson, Associate Dean for Research, The Graduate School | Southern Illinois University Edwardsville | cjohnaa@siue.edu | Angela R. Charboneau Wishon, Assistant Vice Chancellor for Regulatory Compliance | University of Colorado, Denver

Program Level: Basic | Track: Compliance W7 Export Controls: Regulatory Overview & Basic Concepts

Faculty	* Kelly Hochstetler, Director, Office of Export Controls | University of Virginia | kjh5e@eservices.virginia.edu | Brandi Boniface, Assistant Director of Research, Division of Sponsored Research | University of Florida

Program Level: Intermediate | Track: Compliance W8 Cost Sharing on Sponsored Projects: Why No Good Deed Goes Unpunished

Faculty	* Richard P. Seligman, Associate Vice President for Research Administration | California Institute of Technology | richard.seligman@caltech.edu | Marti L. Dunne, Associate Vice Provost for Research Compliance and Administration | New York University | Penny Cook, Director of Strategic Initiatives, Research Administration | Yale University

Program Level: Advanced | Track: Compliance W9 Risk Assessment: Theory to Practice

Faculty	* Jane A. Youngers,Assistant Vice President for Research | The University of Texas Health Science Center in San Antonio | YOUNGERS@uthscsa.edu | Gunta J. Liders, Associate Vice President for Research Administration | University of Rochester

Program Level: Advanced | Track: Compliance W10 Working with the ITAR: A Hands-on Approach to State Department Export License Applications and Requests

Faculty	* Kay Ellis, University Export Controls Officer/Associate Director, Office of Sponsored Projects | The University of Texas at Austin | kay.ellis@austin.utexas.edu | Adilia Koch, Director of Export Compliance | California Institute of Technology | David Brady, Director of the Office of Export and Secure Research Compliance | Virginia Polytechnic Institute and State University

Program Level: Advanced | Track: Compliance W11 Financial Compliance

Faculty	* Jerry G. Fife, Vice Chancellor for Administration | Vanderbilt University | jerry.g.fife@vanderbilt.edu | Joseph Taylor, Managing Director, Health and Education Practice | Huron Consulting Group

Program Level: Basic | Track: Departmental W12 Proposal Development to NIH

Faculty	* Betty A. Farbman, Associate Director, Office of Sponsored Programs | New York University | betty.farbman@nyu.edu | Michael A. Sesma ,Health Scientist Administrator, Division of Developmental Translational Research | National Institute of Mental Health, NIH | Vicki Krell,Research Advancement Supervisor, College of Liberal Arts and Sciences Dean's Office | Arizona State University

Program Level: Intermediate | Track: Departmental W13 Service Centers: How to Open and Operate - Legally!

Faculty	* Patrick W. Fitzgerald, Associate Dean for Research Administration, Faculty of Arts and Sciences | Harvard University | pwf@fas.harvard.edu | Nuala McGowan, Research Finances and Systems Specialist, Faculty Arts and Sciences | Harvard University

Program Level: Advanced | Track: Federal W14 Advanced Issues in A-21, A-110, A-122, and A-133

Faculty	* Ann Holmes, Assistant Dean, Finance and Administration ,College of Behavioral and Social Sciences | University of Maryland, College Park aholmes@bsos.umd.edu | Tim Reuter, Associate Director, Post Award, Office of Sponsored Research | Stanford University

Program Level: Advanced | Track: Federal W15 Rights in Technical Data and Software and Data Policies Under Federal Grants and Contracts

Faculty	* Robert B. Hardy, Director, Contracts and Intellectual Property Management | Council on Governmental Relations | rhardy@cogr.edu | Elaine L. Brock, Senior Associate Director, Division of Research Development and Administration | University of Michigan - Ann Arbor

Program Level: Advanced | Track: General W16 Technology Transfer, Start Ups & Industry Collaborations

Faculty	* Jilda D. Garton, Associate Vice Provost for Research and General Manager of GTRC/GTARC | Georgia Institute of Technology | jilda.garton@gtrc.gatech.edu

Program Level: Overview | Track: Human Capital W17 Manage Successfully: Office Leadership in Research Administration

Faculty	* Robert P. Lowman, Associate Vice Chancellor for Research | University of North Carolina at Chapel Hill | lowman@unc.edu | Susan W. Sedwick, Associate Vice President for Research, Director, Office of Sponsored Projects | University of Texas at Austin

Program Level: Intermediate | Track: Pre-Award W18 Developing a Good Idea and Good Grantsmanship

Faculty	* Denise A. Wallen, Senior Fellow, Center for Health Policy | University of New Mexico | wallen@unm.edu | E. Jacqueline Hinton, Technical Writer/Editor and Project Administrator | University of Utah

Program Level: Intermediate | Track: Post-Award W19 Subawards: Beyond the Basics

Faculty	* Pamela A. Webb, Associate Vice President for Research Administration | University of Minnesota | pwebb@umn.edu | Alexandra A. McKeown, Associate Dean for Research Administration | Johns Hopkins University Bloomberg School of Public Health

AFTERNOON Workshops: 1:00 — 4:30 pm SUNDAY, October 31

Program Level: Intermediate | Track: Compliance W20 Developing An Effective Responsible Conduct of Research (RCR) Training Program

Faculty	* Tony Onofrietti, Director of Research Education | University of Utah | Tony.Onofrietti@hsc.utah.edu |

Program Level: Intermediate | Track: Compliance W21 Export Control Reviews at the Proposal and Award Stages

Faculty	* Kay Ellis, University Export Controls Officer/Associate Director, Office of Sponsored Projects | University of Texas at Austin | kay.ellis@austin.utexas.edu | David Brady, Director of the Office of Export and Secure Research Compliance | Virginia Polytechnic Institute and State University | Adilia Koch, Director of Export Compliance | California Institute of Technology

Program Level: Advanced | Track: Compliance W22 Managing Individual and Institutional Conflicts of Interest

Faculty	* Denise McCartney, Associate Vice Chancellor for Research Administration | Washington University in St. Louis | mccartnd@wustl.edu | Carol J. Blum, Director, Research Compliance and Administration | Council on Government Relations | Todd G. Guttman, Associate Vice President for Research Compliance | The Ohio State University

Program Level: Advanced | Track: Compliance W23 Subrecipient Monitoring

Faculty	* Michiko Pane, Associate Director, Office of Sponsored Research | Stanford University | michiko@stanford.edu | Aimee Howell, Assistant Director for Finance, Center for Advanced Study of Language | University of Maryland, College Park | Csilla M. Csaplár, Senior Contract and Grant Officer | Stanford University

Program Level: Advanced | Track: Compliance W24 Beyond the Basics: BIS & OFAC Licensing

Faculty	* Kelly Hochstetler, Director, Office of Export Controls | University of Virginia | kjh5e@eservices.virginia.edu | Jessa Albertson, Export Control Analyst, Office of Export Controls | University of Oklahoma

Program Level: Intermediate | Track: Departmental W25 Preparing for Audits: Guidance for Central Office and Departments

Faculty	* Lynne Yorita, Audit Manager | University of California at Los Angeles | yorita@iad.ucla.edu | Michele Codd, Administrative Director, Institute for Software Integrated Systems | Vanderbilt University | Kallie Firestone, Senior Compliance Specialist | Massachusetts Institute of Technology

Program Level: Intermediate | Track: Federal W26 Thinking Like a Grant Reviewer

Faculty

* Robert Porter, Director of Research Development | University of Tennessee | reporter@utk.edu | Peter Jackson, Chief, AIDS Research Review Branch | National Institute of Allergy and Infectious Diseases, National Institutes of Health | Hortencia R. Hornbeak<, Director, Scientific Review Program | National Institute of Allergy and Infectious Diseases, National Institutes of Health | Mary Kirker, Director, Grants Management Program | National Institute of Allergy and Infectious Diseases, National Institutes of Health | René Etcheberrigaray, Director, Division of Neuroscience, Development and Aging, Center for Scientific Review | National Institutes of Health | Betty Poon, Scientific Review Officer, AIDS Research Review Branch | National Institute of Allergy and Infectious Diseases, National Institutes of Health |

Program Level: Intermediate | Track: Federal W27 FAR and Federal Contracting

Faculty	* David J. Mayo, Director, Office of Sponsored Research, | California Institute of Technology | david.mayo@caltech.edu | John Hanold, Senior Associate Director, Office of Sponsored Programs | The Pennsylvania State University

Program Level: Intermediate | General W28 Reviewing and Negotiating MTAs, NDAs, MOUs, IPAs, CRADAs, and OTAs

Faculty	* Elaine L. Brock, Senior Associate Director, Division of Research Development and Administration | University of Michigan - Ann Arbor | ebrock@umich.edu | Marianne R. Woods, Senior Associate Vice President for Research Administration | The University of Texas at San Antonio | Harlan M. Sands, Associate Provost for Administration and Finance | University of Alabama at Birmingham.

Program Level: Intermediate | Track: General W29 Complex Issues in International Research Contracting

Faculty

* James J. Casey, Jr., Director, Office of Contracts and Industrial Agreements | The University of Texas at San Antonio | james.casey@utsa.edu | Brian Warshawsky, Senior Contracting Officer, Office for Sponsored Research | Northwestern University | Lauren Wilson, Senior Associate Director, Office for Sponsored Programs | The University of Alabama | Stuart Horowitz, Managing Director, Health & Education Consulting Practice | Huron Consulting Group

Program Level: Intermediate | Track: General W30 PUI and Minority Serving Institutions: Issues and Strategies

Faculty	* Pam B. Whitlock, Director, Office of Sponsored Programs (Retired) | University of North Carolina at Wilmington | whitlock.pamela@gmail.com | Joseph C. McNicholas, Director, Office For Research and Sponsored Projects | Loyola Marymount University | Maria Thompson, Vice President, Research and Sponsored Programs | Tennessee State University

Program Level: Advanced | Track: General W31 Developing Training Programs: Multi-Modal Delivery and Assessment

Faculty	* Danielle McElwain, Sponsored Programs Administrator, Office of Sponsored Awards Management | University of South Carolina | DMCELWAI@mailbox.sc.edu | Jill F. Tincher, Senior Director, Research Admin & Sponsored Programs Education | University of Miami School of Medicine | Julie B. Cole , Director of Research Costing Compliance | Duke University

Program Level: Intermediate | Track: General-Clinical W32 Clinical Trials: Practical Solutions for Complex Problems

Faculty	* Tesheia Johnson, Chief Operations Officer, Yale Center for Clinical Investigation | Yale University | tesheia.johnson@yale.edu | David Lynch, Associate Director, Industry Sponsored Research | Mayo Clinic

Program Level: Basic | Track: Human Capital W33 Negotiation Skills for Research Administrators

Faculty	* Garrett R. Sanders , Vice President for Research and Sponsored Programs Operations | Research Foundation of SUNY | garrett.sanders@rfsuny.org | Lisa Benson, Director Grants and Sponsored Programs | Connecticut Children's Medical Center | Terry Dehnel,Departmental Grants Manager | Connecticut Children's Medical Center

Program Level: Intermediate | Track: Post-Award W34 Effort Reporting and Management

Faculty	* Jennifer Hubert, Director, Higher Education Consulting | Huron Consulting Group | jhubert@huronconsultinggroup.com | Joseph Gindhart, Assistant Vice Chancellor for Finance and Director, Sponsored Projects Accounting | Washington University in St. Louis | David Kennedy, Director of Costing Policy | Council on Governmental Relations

FULL DAY Workshops: 8:30 am — 4:30 pm THURSDAY, November 4

Program Level: Overview | Track: Federal W35 NIH Day

Faculty

* Cynthia Dwyer, Communications Specialist, Division of Communications and Outreach, Office of Extramural Research | National Institutes of Health | dwyerc@od.nih.gov | Megan Columbus,Acting Director, Division of Communications and Outreach/NIH Program Manager for Electronic Receipt of Grant Applications and Agency Integration, Office of Extramural Research | National Institutes of Health | Scarlett Gibb, Lead, Customer Relationship Manager, ERA External Services Team, Office of Research Information Systems | National Institutes of Health | Sheri Cummins, Customer Relationship Manager for the Electronic Research Administration, Office of Research Information Systems | National Institutes of Health

Program Level: Overview | Track: Federal W36 NSF Day

Faculty	* Jean Feldman, Head, Policy Office, Office of Budget, Finance, and Award Management | National Science Foundation | jfeldman@nsf.gov | Jeremy Leffler,Outreach Specialist, Policy Office, Division of Institution and Award Support, Office of Budget, Finance and Award Management | National Science Foundation

SENIOR FORUMS

These sessions are intended for senior level research administrators responsible for or directly involved in creating policy. It is intended to be an interactive environment. There are no additional fees for these forums but advanced registration is required. Participation is limited.

2:45 pm — 5:00 pm MONDAY, November 1

Program Level: Advanced SF1 Economic Development Issues

Panel

*James J. Casey, Jr., Director, Office of Contracts and Industrial Agreements | The University of Texas at San Antonio | james.casey@utsa.edu | Julia Lane, Program Director, Science of Science & Innovation Policy Program | National Science Foundation | Kevin Wozniak, Director, Office of Technology Licensing | Georgia Institute of Technology | Anthony Boccanfuso, Executive Director | University-Industry Demonstration Partnership | John M. Carfora, Associate Vice President for Research Advancement and Compliance | Loyola Marymount University

Program Level: Advanced SF2 Truth and/or Consequences in Human Subjects Research Compliance

Panel

* Dorothy A. Spurlock, Director, Research & Sponsored Programs | The University of Toledo | dorothy.spurlock@utoledo.edu | Paula J. Roberts, Associate Vice President for Research/Director, Director of the Office of Research Services and Administration | University of Oregon | Freda E. Yoder, Human Subjects Protection Analyst | Office of Human Research Protections | Jody Freeman Power, Executive Director, Duke University Health System Institutional Review Board | Duke University | Michelle Stickler, Director, Office of Research Subjects Protections | Virginia Commonwealth University

8:30 am — Noon TUESDAY, November 2

Program Level: Advanced SF3 The American Recovery and Reinvestment Act: Where Are We Headed?

Panel	* Robert Andresen, Assistant Director, Post-Award Services, Research and Sponsored Programs | University of Wisconsin-Madison | randresen@rsp.wisc.edu | David Kennedy, Director of Costing Policy | Council on Governmental Relations | Susan G. Ross, Director, Evanston Campus, Office for Sponsored Research | Northwestern University | Mary Beth Rudofski, Director | Huron Consulting Group

Program Level: Advanced SF4 Being a Good Boss in Tough Economic Times

Panel	* Cindy White, Director, Office of Sponsored Programs | Belmont University | cindy.white@belmont.edu | Bruce Morgan,Assistant Vice Chancellor for Research | University of California-Irvine | Dan Nordquist, Assistant Vice Provost for Research & Director, Office of Grant & Research Development | Washington State University

1:15 pm — 5:00 pm TUESDAY, November 2

Program Level: Advanced SF5 Managing Change in Sponsored Programs

Panel	* Kim Moreland, Associate Vice Chancellor for Research Administration | University of Wisconsin – Madison | kmorelan@rsp.wisc.edu | David W. Richardson,Associate Vice President for Research | Pennsylvania State University | Cordell Overby, Associate Provost for Research and Graduate Studies | University of Delaware