The Financial Research Administration Workshop is a two and one half-day intermediate level 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?

Financial Research Administration affects a project from proposal development to project closeout, 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 at least one year of sponsored projects administration experience.

What Participants can expect:

Learning Objectives for the Financial Research Administration Workshop, (participants will be able to):

• Apply the principles of the federal Uniform Guidance that govern Federally sponsored agreements to work at their home institutions, including costing at the pre-award and post-award stage;

• Recognize the interrelationship between federal regulations and the management of non-federal awards;
  

• Understand the basics of internal controls and risk assessment;
  

• Articulate the concepts of allocability, necessity, reasonableness, and allowability;
  

• 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 budgeting, expendutires cost sharing, cost transfers, documentation of personnel expense, cash management, financial reporting and closeout;

• Understand the mechanics of facilities and administrative cost recovery and service cents as they relate to sponsored agreements;
  

• Perform required subrecipient monitoring for federally sponsored awards;
  

• Take away “lessons learned” from Federal audits to help your institutions manage the high risk financial issues in award management;
  
• Be aware of advanced and emerging topics such as international issues, recent audits and changes in the regulatory environment;
  
• Network with research administration personnel.

   

  Prerequisites: Attendees are encouraged to have at least one year of sponsored projects administration experience.
  Advance Preparation/Pre-Work:  In order to fully benefit from the workshop, participants are highly encouraged to read 2CFR200.100 (Uniform Guidance, Subsection entitled Purpose) and the reports highlight section from the most recent NSF OIG semi-annual report to congress.
  Level:  Intermediate
  Field of Study:  Specialized Knowledge and Apps
  Delivery Method:  Group-Live

   

  CPE Credits

  Financial Research Administration Faculty

  • James Barbret - Associate Vice President for Finance and Controller, Wayne State 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
  • David Schultz - Assistant Vice President, Office of Research Administration and Finance, Rensselaer Polytechnic Institute

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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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