Uniform Grants Guidance (UGG) Implementation Training Workshop:

This event qualifies for .7 CEUs

This event qualifies for 7 CPEs

Overview:

A One-Day Training Workshop for professionals to understand techniques and methods to implement UGG requirements, prepare for single audit updates, and glean insights on how to avoid common audit findings. The provisions of the far reaching guidance (2 CFR 200) are applicable for grants and co-operative agreements issued on or after December 26, 2014. Accordingly, grantors and grantees must follow two sets of guidance for the next few years (until all older grants under former guidance expires), which increases the complexity of grantor and grantee compliance. Further, since at least 8 different pieces of grants management guidance have been “harmonized”, existing grants management policies and procedures must be reviewed and revised as necessary.

Many of the new provisions apply to financial management, such as the significant changes to the indirect cost reimbursement rules and the payroll cost allowability rules. Accordingly, professionals involved in the financial aspects of grants management will benefit greatly from this workshop. In addition, there are significant new requirements for program officials to monitor how subgrantees are administering grant funds. There are also substantial changes in how procurements are reimbursed by federal funds are administered. Accordingly, programmatic officials will also benefit greatly from this workshop.

What You Will Learn:

How provisions are affecting grants financial management and how to implement effectively
How grantors and grantees at various levels of the grants management process (federal, state and local government, not for profit) are implementing the provisions and how that impacts others
OMB Circular A-133 Single audit updates and audit preparedness

Why You Should Attend:

Scrutiny of how grants and co-operative agreements are administered at all levels is significant. Compliance with these new provisions is of paramount importance. This workshop will allow professionals to understand how to best comply with these provisions effectively and efficiently.

Who Should Attend:

Open to Federal, State, Local, Non-profits and Educational Organizations

Experienced professionals with grant responsibilities
Program management professionals with grant responsibilities
Auditors
Inspectors General and Staff
Chief Financial Officers and Staff
Risk Management Staff
Managers, Directors and Senior Officials who have fiduciary or financial responsibilities
Agency Executive Leadership interested in increasing grants management efficiencies in their organization

Format:

Presentations by experts on the Uniform Grant Guidance at all levels of government (federal, state and local government, not for profit)
Discussions led by experienced government and public accounting experts

Speaker and Presenter Information

Guest Speaker:

Steven Zuraf

Branch Chief,

Cost Allocation Services (CAS)

Steven Zuraf is a Branch Chief with the Department of Health and Human Services’ Program Support Center’s Cost Allocation Services (CAS). CAS’s principal function is the review and negotiation of indirect cost rates and cost plans at non-Federal organizations receiving awards from the Federal government. On a day-to-day basis Steven is in charge of reviewing indirect cost rate proposals, supervising the reviews of these proposals by a team of negotiators, and providing technical assistance on the indirect cost rate proposal process to grantees and internal staff. Steven has been working with CAS for over 14 years with a primary focus on non-profits organizations, hospitals, and colleges/universities. Steven has also attended and presented at numerous conferences and training seminars related to the CAS reviews at non-profit organizations and colleges/universities.

Steven holds a B.S. in Accounting from the University of Maryland, College Park.

Instructors:

Wendy Morton-Huddleston

Principal – Grant Thornton LLP

Wendy Morton-Huddleston is a Principal at Grant Thornton LLP and has over sixteen years of professional experience in project management, Federal financial management, business process improvement, internal controls, grants management, and strategic planning. Wendy’s client base encompasses C-level executives in the public sector and not-for-profit organizations. Wendy is a Certified Government Financial Manager (CGFM) and Project Management Professional (PMP). Wendy was instrumental in assisting an executive branch agency to transform their grants management processes to achieve process improvements and efficiencies prior to transitioning to a shared services environment.

Wendy holds a B.S. in Finance - Norfolk State University, MBA in Management, M.S in Finance – University of Maryland and an Executive Leadership Certificate from Cornell University. Wendy is a member of the Association of Government Accountants - Board Member in the Washington, DC Chapter, American Institute of Certified Public Accountants, National Association for Female Executives, and the Project Management Institute.

Publication:

Journal of the National Grants Management Association, Volume 20, Number 2 – Winter 2013. Grants Management Challenges, Best Practices and Reforms in the Works.

Lisa Anne Lipsky

Audit Partner Not-for-Profit Practice,

Grant Thornton

Lisa Anne Lipsky is an Audit Partner in Grant Thornton’s Atlantic Coast region Not-for-Profit Practice. She is also the national sector leader for Trade and Professional Associations. She brings over 18 years of experience in public accounting and has been with Grant Thornton for 16 years. Lisa has extensive experience in financial statement, A-133 and retirement plan audits of not-for-profit organizations. She conducts both national and local training for Grant Thornton and has submitted various articles for the Grant Thornton State of the Not-for-Profit Sector and other publications. In addition, Lisa has conducted training for clients and staff pertaining to the implementation and audit readiness of the Uniform Grant Guidance Requirements.

Lisa is a Certified Public Accountant in Virginia, Maryland and Washington, D.C. She is a member of the American Institute of Certified Public Accountants and the Maryland Society of Certified Public Accountants. Lisa serves on a sub-committee for the American Heart Association.

Lisa received her Bachelor of Science from St. Joseph’s University in Philadelphia. She also completed post-graduate work in accounting at the University of Maryland.

Tennyle Walker, CPA, CGFM

Grant Thornton

Ms. Walker has over twelve years of experience in audit and financial management. She has advanced knowledge of performance reviews, federal audits, grant audits, A-133 audits and internal control assessments. She also has significant experience managing, testing and reporting on program compliance including expertise in federal and state financial and accounting laws and regulations. Ms. Walker has managed A-133 audits for the City of Alexandria, Alexandria Public Schools, City of Boca Raton and the University of the District of Columbia; Quality Control Quality Assurance services for New Jersey Office of Emergency Management related to FEMA funds; and a forensic audit of the Florida Department of Elderly Affairs related to Older American Act (OAA) grant funds. Ms. Walker was also the Project Manager on the Public Assistance Grant Audits engagement being performed for the Texas Division of Emergency Management for over 4 years. During that time, her team completed well over 500 audits of FEMA grant-funded projects in a variety of jurisdictions for 3 disasters. Contract value for her tenure as Project Manager was over of $10M. Ms. Walker is a Certified Public Accountant (CPA) and Certified Government Financial Manager (CGFM).

Affiliations:
Association of Government Accountants, Metro DC Chapter Member
Association of Government Accountants, Austin Chapter Immediate Past President
National Association of Black Accountants
American Institute of Certified Public Accountants

Relevant Government Agencies

Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Other Federal Agencies, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, State Government, County Government, City Government, Municipal Government, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID