This workshop is being offered both in-person and as a virtual workshop. Some details, such as the daily schedule, will differ depending on whether you attend in-person or virtually. Please review the information for your specific offering.

Financial Research Administration


The Financial Research Administration Workshop is an 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 lifecycle of an award 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, your institution, and your faculty. Attendees are encouraged to have at least one year of sponsored projects administration experience.


  • 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, expenditures 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 centers 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

Program Information

Program Level: Intermediate
Advance Preparation: In order to fully benefit from the workshop, participants are highly encouraged to review their organization’s policies, procedures and guidelines that apply to the administration of sponsored projects, and disclosure statement (DS-2). Attendees should be familiar with 2-CFR 200 (Subpart E-Cost Principles and Subpart F-Audit Requirements).
Field of Study: Specialized Knowledge - Technical
Delivery Method: Participants can choose to register for one of two formats:

  • Group Live (indicated by IN-PERSON )
  • Group Internet Based (indicated by VIRTUAL )

CEUs/CPEs: See here


Upcoming Financial Research Administration Workshops

New Bulk Registrations Rates Now Available for Virtual and In-Person Workshops!

In-Person Workshop

Future Workshop Dates To Be Announced


Virtual Workshop

Presented Live via Zoom
April 15 - 18, 2024
1:00pm-5:00pm ET


As this is an interactive workshop, registrants will need a computer (laptop/tablet) with dial-in information available if sound becomes an issue. Webcams are encouraged, but not required, as part of the interaction.

Register Here




2024 FRA Workshop Faculty


Jeremy Forsberg

Associate Vice President of Research, Office of Research
The University of Texas at Arlington

Mary Catherine Gaisbauer

Business and Integration Manager, Contracts & Grants Accounting
University of California-San Francisco

Kay Gilstrap

Director for Research Services, University Research Centers
Georgia State University


Lisa Mosley

Executive Director, Office of Sponsored Projects
Yale University

David Schultz

Assistant Vice President for Sponsored Research Administration, Office of Contracts & Grants
University of Houston

Chea Smith

Associate Controller, Cost Analysis & Capital Equipment Management
Rutgers, The State University of New Jersey


Jill Tincher

Executive Director Sponsored Projects Administration
University of Georgia

Hagan Walker

Director of Sponsored Programs
Prisma Health

Susan Zipkin

Director, Post Award, Sponsored Programs Administration
University of New Hampshire

  • All three presenter rocked! Their combined knowledge was priceless and their personalities hands down made this one of the top three conferences I've ever attended in my career as a CPA for 15 years!

    Courtney NevillOur Lady of the Lake University

  • This has been far and away the best workshop I have attended for any topic. The research administration portion of my job interests me the most, and I really appreciate the breadth of knowledge that the presenters brought to the conference.

    Jason CottamDoane University

  • All three presenters were knowledgeable, friendly, and professional. It's incredible how quickly they can establish a feeling of mentorship with the participants.

    Justin HullIndiana University-Purdue University Fort Wayne