Financial Research Administration

2019 FRA Workshop Dates:
May 29-31, 2019 ~ Baltimore, MD 
September 4-6, 2019 ~ Location TBD
December 4-6, 2019 ~ Location TBD

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 lifecycle of an award approach, and discusses the impact of the financial issues at each stage of award management.

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 Level: Intermediate
Advance Preparation/Pre-Work: 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: Group-Live

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. 

Anne Albinak

Assistant Director of Finance, Whiting School of Engineering, Johns Hopkins University

Erin Bailey

Chief Financial Officer, Clinical and Translational Research Institute, University at Buffalo

Tolise Dailey

Training Manager, Research Development Team, Johns Hopkins University


Jeremy Forsberg 

Assistant Vice President of Research, The University of Texas at Arlington

Rashonda Harris

Associate Director, Associate Director of Post Award Administration, The Office of Finance Grants & Contracts Emory University

Lisa Mosley

Executive Director, Office of Sponsored Projects, Yale University



Debra Murray

Assistant Director Compliance, Sponsored Programs Accounting and Compliance, University of Maryland College Park

David Schultz

Assistant Vice President for Research Administration and Finance, Rensselaer Polytechnic Institute

Susan Zipkin

Manager Accounting and Financial Compliance, University of New Hampshire

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 
*Final workshop agenda will be e-mailed to all participants one week prior to the workshop start date.

The next FRA Workshop will be held in Baltimore, MD, May 29-31, 2019.


Host Hotel: Hyatt Regency Baltimore
Group Rate: $189/night 
- Book your room online here. 
Reservations can also be made toll free by dialing  1+(877)-803-7534 - please identify yourself as being with NCURA. Cut-Off Date: May 7, 2019 or until the group block is sold-out, whichever comes first.

FRA Participant Testimonials

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 Nevill , Our 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 Cottam, Doane 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 Hull, Indiana University-Purdue University Fort Wayne

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