Live, Web-based Video Conferences

Prior Webinars For Purchase

Some Previous Webinars are Available for Purchase for $225/each.

Back to Basics: Time & Effort Requirements (February 12, 2020)

For most federal programs, the single largest category of expenditures is salaries and wages. This means the biggest risk most grantees and subrecipients face relates to how federal funds are used to pay employees. The only way to mitigate this risk is with documentation supporting these salary and wage costs in line with the requirements of the Uniform Grant Guidance. This webinar will discuss the minimum rules to maintain time & effort documentations, as well as what flexibility exists in how such documents are maintained. In addition to discussing the specific rules, this webinar will also feature examples of compliant time distribution records and best practices for ensuring such records are supported by a system of internal controls ensuring costs are accurate and allocable to the federal program.

How to Conduct a Risk Self-Assessment for Federal Programs (January 22, 2020)

The Uniform Grant Guidance requires all non-federal entities to maintain effective internal control over their federal awards that provides reasonable assurance that the entity is managing that award in compliance with federal statutes, regulations, and the terms and conditions of the award itself.  Such controls should be in compliance with certain standards that include assessing a non-federal entity’s risk of noncompliance.  Conducting such an assessment requires specific knowledge of applicable grant rules, a comprehensive review of internal policies and procedures, and an honest assessment of the entity’s adherences to grant rules and regulations.

This webinar will discuss the key areas that any risk assessment must include, as well as discussion of best practices for organizing and completing a risk self-assessment.  The session will cover the basics of an assessment, who should be involved, the questions everyone should be asking, and proper follow-up techniques on corrective actions.

ESSA Updates: Policy Shifts and New Details (November 13, 2019)

The session will cover a series of new guidance documents released by the U.S. Department of Education on its implementation of the Every Student Succeeds Act (ESSA). Those informal guidance documents cover such topics as equitable services for private school students, transferability, and the publication of new report cards, and have been updated to reflect new administration policy as well as Supreme Court decisions. Attendees will hear how these new documents may change their current policies and procedures, the importance of how these shifts are framed and the significance of the information that is being deleted as well as added. Finally, the webinar will cover some ongoing conflicts and unanswered questions surrounding the use of Title IV, Part A funds under ESSA – including what funds can be used to purchase devices and whether funds may be used for weapons purchases and training.

Drafting Compliant Policies & Procedures (October 9, 2019)

The webinar will discuss the different written policies and procedures all non-federal entities must maintain regarding the use of federal funds.  Topics will include the best process to follow for drafting procedures, how often written procedures should be reviewed and updated, and key issues all procedures should include.

Basic Procurement Rules and Requirements in Federal Programs (September 11, 2019)

The webinar will review the procurement rules and requirements under the Uniform Grant Guidance, including contract administration, free & open competition, methods of procurement, and conflict & gratuity policies.

Disaster Relief Funding: What It Is and How to Spend It? (August 15, 2019)

This webinar will help prepare State departments of education and school districts to determine eligibility for and administer federal disaster relief programs.  These programs are made up of a patchwork of federal policy, including some that are set in statute – like Project SERV – and others that are built on previous disaster relief bills, like Emergency Impact Aid (EIA) and Emergency Aid to Restart School Operations (“Restart”).  This webinar will trace the history of these programs to help give grantees a better sense of the statutory authority at play.  It will also cover the formation of the new disaster response unit (DRU) at the U.S. Department of Education (ED) and what that means for the administration of these programs, as well as the dynamic between Congress and ED over how to administer these programs, and what their limitations are.

Webinar attendees will also learn about challenges and best practices on administering these grants – including ensuring allowable expenses within ED’s guidance.  We will also address the balance between needing to spend the funds quickly while maintaining effective control and oversight, and focus on the risks unique to these funding streams.

Back to Basics – Intro to Federal Grants Allowability (July 17, 2019)

The allowability of federal expenditures is one of the more common, but complex issues that grant personnel face. This presentation will provide participants with the knowledge to avoid disallowances by ensuring that all federal grant expenditures are consistent with the UGG’s Part 200 cost principles and selected items of cost. It will also provide an overview of the required grants management system requirements that must be in place to ensure costs are tracked and documented in an allowable manner. This includes a compliant and well documented financial management system, procurement system and inventory management system.

Time & Effort – Compliance vs. Flexibility (June 26, 2019)

The time and effort requirements under the Uniform Grant Guidance (UGG) are much less prescriptive than the detailed Personnel Activity Reports and Semi-Annual Certifications required from the prior OMB Circulars. With less requirements under the UGG, nonfederal entities have significant flexibility collecting time and effort documentation. However, even with the expanded flexibility, entities still need to ensure compliance. This webinar will cover the time and effort requirements under the UGG as well as recommendations on how to collect documentation while balancing flexibility with compliance.

What is Allowable Under Perkins V Starting on July 1, 2019 & What Constitutes Unlawful Supplanting? (June 12, 2019)

This session will focus on the allowable use of funds under section 135 of the Strengthening Career and Technical Education for the 21st Century Act (Perkins V).  The new law balances some flexibility with strict requirements related to those needs identified by the local districts, colleges, and other eligible recipients.  The webinar will also discuss certain pitfalls eligible recipients may encounter as they navigate the new allowable costs under Perkins V.

Equitable Services – Leveraging Funds for Maximum Impact (April 24, 2019)

Equitable may not be equal but it can sure be confusing!  This webinar will look at the equitable services requirements under ESSA Titles I, VIII, and IDEA. The webinar will explore what is required and what is a best practice regarding consultation, provision of services, allowability, formation of cooperative relationships, timelines, and complaint procedures.

Federal Funding and Policy Updates (April 10, 2019)

This webinar will follow the appropriations and budgeting process and progress in the new Congress.  From total non-defense allocations to accounts to program levels, the session will identify all portions and timelines of the appropriations process and note the current status of education and relevant programs. Additionally, the webinar will describe current proposals for federal funding from the White House as well as Congressional Democrats and Republicans, and will examine the potential weight of each, as well as what compromises might be made.  It will also note long-term sticking points like sequestration and budget process or accounting changes.

Allowability Under ESSA – Consolidation & Transferability (March 27, 2019)

More than three years after it was signed into law, the Every Student Succeeds Act (ESSA) continues to cause problems for State and local educational agencies. The various programs under the law have many unanswered questions that could still lead to audit liabilities down the road.  Two complicated topics focus on the consolidation and transferability of various funds authorized under ESSA.  Schoolwide consolidation of funds seems like a daunting prospect for many States and districts, but the rules on consolidation allow for considerable flexibility when it comes to allowable use of funds. ESSA also allows for the consolidation of administrative funds.  Likewise, the Title V transferability provisions of the law allow SEAs and LEAs the opportunity to shift funds based on the needs of students.  This session will focus on the statutory and regulatory requirements for consolidation and transferring funds under ESSA.

Indirect Costs (February 6, 2019)

Was OMB’s uniform grant guidance good news for indirect costs? What are the differences between restricted and unrestricted rates? How do program administrative caps impact indirect cost recovery? This webinar will cover these questions and more! Bonnie Graham will break down this complicated area to help you understand what are indirect costs, and how are they calculated and charged.

Fiscal Issues: Program Income, Matching and Supplanting (January 23, 2019)

This webinar will focus on some complex issues that many federal programs face, including defining and using program income, finding match funds, and ensuring compliance with supplanting prohibitions under various programs. These areas tend to be a source of confusion and consternation for many programs, so this webinar will discuss the nuances administrators must consider while ensuring compliance with the federal rules.

Subrecipient Monitoring: What & How (November 7, 2018)

When Pass-Through entities receive funds from the federal government, they have very specific responsibilities for subawarding those funds to eligible subrecipients. Once those funds are awarded, pass-though entities are required to monitor how their subrecipients implement the federal award. The Uniform Grant Guidance mandates what information pass-through agencies must provide to subrecipients, and offers guidance on how those pass-through entities should monitor subrecipients’ progress, assess subrecipient risk of noncompliance and suggests specific conditions that can be placed on subawards. This webinar will discuss those requirements and offer tips for meeting those requirements.

Crafting Compliant Policies & Procedures (October 24, 2018)

The single strongest internal control a non-federal entity can have is compliant policies and procedures that clearly lay out the processes that a grantee will follow in expending federal funds. While the Uniform Grant Guidance has specific requirements for written procedures, and manual drafted by a non-federal entity will be specific to how that entity carries out its federal awards. This session will focus on key areas where procedures are required, the types of issues these procedures should cover, and how grantees can use these procedures to avoid unnecessary risks of noncompliance with a federal award.

Preparing for Audits & Monitoring Visits (October 11, 2018)

Every year, any non-federal entity that expends $750,000 or more in federal funds must have a Single Audit. Additionally, federal program offices will visit States and subrecipients to monitor their implementation federal programs. While monitoring and audits are governed by different sets of rules, they follow similar processes. Knowing how your programs will be audited and monitored can help your non-federal entity prepare for such visits and have corrective actions in place before these reviews even begin. This webinar will discuss techniques for preparing for, participating in, and following up on audits and monitoring visits.

Federal Reporting: What Happened to the Data Act? (September 26, 2018)

During the final years of the Bush Administration, and throughout the 8 years under the Obama White House, federal reporting requirements became of the utmost importance. Between the Sec. 1512 reporting under the American Recovery and Reinvestment Act, the Federal Founding Accountability & Transparency Act, and the performance reporting requirements under the Uniform Grant Guidance, grantees and subrecipients have been inundated with data and reporting concerns for the better part of the last decade. Congress expanded this process with passage of the DATA Act, which called on federal agencies to create expanded, uniform reporting for federal grant funds. Up to now, the focus has been on federal reporting by the agencies themselves, but the legislation called for expansion out to those expending federal funds under various programs. Over the course of the next two years, non-federal entities are likely to find themselves with new reporting requirements on all funds spent under a federal program. This webinar will discuss the requirements of the DATA Act, the actions the federal agencies have taken over the last few years, and what grantees should expect in the coming year.

Perkins V: Where We Are & Where We’re Going (September 12, 2018)

On July 25, 2018, in a surprise move, the House approved the entire Senate bill without change. Unfortunately, the Senate bill provided less flexibility than the House version adopted last year. Our webinar on Perkins V will track all of the substantive changes from the current law to the new law. Transition Plans will take effect on July 1, 2019. So much needs to be done between now and the time the State submits its Plan to OCTAE, and the locals submit their plans and local needs assessment to the State (as to how federal funds will be used to reduce the gaps in the state determined levels of performance). The accountability provisions have changed, as well as the definition of CTE, programs of study, and special populations. Where will the resources come from to support the new stakeholder input on accountability? Will LEAs and colleges receive less funding due to the reserve increase to 15%? What are the new mandates on reserve funds? Is there more flexibility on the use of CTE funds for CTSO activities? How will the new foundation formula impact states with reduced population counts? You’ll get the answers to these and other questions in this webinar.

Closing Out Your Federal Program (August 21, 2018)

While there are many rules and requirements related to implementation of federal programs, most grantees and subrecipients focus on what is required to receive and expend funds rather than worry about what is necessary to close a federal award. This webinar will focus on issues such as document retention, final reporting requirements, disposition of equipment and supplies, and other concerns when programs end. While such concerns will focus on multi-year discretionary programs like 21st Century, many of these issues also impact annual formula awards like Title I, Perkins, IDEA, and Adult Education.

ESSA Title IV – Chopping the Block Grant & After School Programs (August 8, 2018)

When the Every Student Succeeds Act was approved in December of 2015, there has been a great deal of focus on the changes to Title I. However, the newest program with the greatest flexibility was created under Part A of Title IV. This new block grant provides grantees and subgrantees with the flexibility to use federal funds for activities leading to a well-rounded education, safe and healthy schools, and technological activities. Since 2015, the U.S. Department of Education has changed directions on the percentages of the grant that must be spent on different activities, giving states free reign to design programs as needed. Unfortunately, Congress has yet to fund the block grant at its full levels, and are even considering cutting funding for other Title IV programs, such as the 21st Century Community Learning Centers program. This session will discuss the latest updates on the major Title IV programs, including how future grants will be implemented.

Blending & Braiding: How to Consolidate and Coordinate (July 25, 2018)

As available resources become increasingly sparse, maximizing the use of available funding is key to implementing successful programs.  Certain federal programs allow for consolidation of various funding streams.  Even without authority to consolidate, grantees and subrecipients should also consider ways to use available funds in conjunction with other funding streams to avoid redundancy and unnecessary duplication.  This webinar explains the blending and branding of federal funds, focusing on the processes required to blend and/or braid the funds.  Finally, it will explore the benefits available by taking advantage of these flexibilities.

Serving English Learners (July 18, 2018)

When it comes to serving English Learners, there are various federal programs that can provide funding, but that also means there are various programs that have specific requirements. This webinar will review the civil rights requirements related to serving English Learners that are prerequisites to the receipt of federal funds as well as allowable uses of ESEA Title I, Title III, IDEA, Perkins, and Adult Education funds for serving this student population.

School Safety: Using Federal Funds in the Aftermath of Parkland and Santa Fe (June 21, 2018)

Recently, the White House announced various initiatives focused on school safety. Unfortunately, these announcements and subsequent press releases have caused confusion regarding what funding is available and what such funds can be used for. Tune in to our new school safety webinar and you’ll hear what federal resources are available from existing Elementary and Secondary Education Act (ESEA) funding streams, as well as new federal dollars appropriated in response to the school shootings in Parkland, Florida and other cities across the United States. The webinar will also cover the recent activities of the Federal Commission on School Safety and discuss what to expect from that Commission – and the administration – in the coming months. Finally, attendees will hear about areas of caution when discussing school safety initiatives, plans, and options. The information will focus primarily on K-12 schools and funding streams, but information on the Commission and federal debate more broadly will be applicable to institutions of higher education as well.

The Ombudsman: Equitable Services Under ESSA (June 7, 2018)

This webinar will review the role of the newly created ombudsman position under ESSA Title I and Title VIII. The experiences of four state ombudsmen occupying this position will be addressed. The discussion will include: best practices, formation of cooperative relationships, timelines and documentation for consultation, complaint procedures, and monitoring.

Test Your Knowledge on Grants Management (May 24, 2018)

In this interactive session, you’ll have the chance to test your knowledge of federal grants management rules. We’ll cover a wide range of topics, from procurement to time and effort (and many more). Join us to show off what you know and learn new things!

Ensuring ESSA’llowable (April 12, 2018)

The Every Student Succeeds Act (ESSA) significantly altered many of the Title I, A fiscal rules. Since its passage, the ESSA guidance interpreting the law keeps changing as well.  So how do States and districts ensure their costs are allowable?  This webinar will focus on ensuring costs are allowable while covering the major fiscal requirements including ranking and serving requirements, state and LEA-level set-asides, maintenance of effort (MOE), supplement not supplant (SNS), equitable services and per-pupil expenditure reporting.

Ensuring Allowability While Using Time & Effort Flexibility (March 14, 2018)

Time and effort reporting often causes frustration for federal grants recipients. The changes to time and effort requirements in the Uniform Grants Guidance (2 CFR 200) provide significant flexibilities and mark a departure from six-month certifications and monthly personnel activity reports. This webinar will walk through the new changes to the time and effort requirements. The course also includes a detailed discussion and practical advice on how to implement time and effort policies and procedures under Part 200’s rules.

Indirect Costs & ED’s New Cost Allocation Guide (February 21, 2018)

When the Education Department General Administrative Regulations (EDGAR) were updated to incorporate the requirements of the Uniform Grants Guidance (2 CFR Part 200) the requirements for indirect cost allocation changed. ED recently updated its Cost Allocation Guide with these changes and introduced new processes for obtaining indirect cost rates. This webinar will cover these updates, and address frequently asked questions on indirect cost rate development and application for state and local educational agencies, nonprofits, and institutions of higher education.

Federal Funding & Policy Implementation (February 14, 2018)

This webinar offers a comprehensive update on federal funding and policy implementation to inform your current actions and future planning.  We will discuss the federal funding process and projections for future federal funding, provide an update on Congress’ progress on the reauthorization of education laws, and offer insight into the Department of Education’s rulemaking process and policy implementation methods.