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Advanced Grants Compliance Training

                                                                  
As an experienced grantee, you know that the Uniform Guidance changed everything from applying for grants and managing your funding. You’ve adjusted – you’ve been trained on these changes and made the necessary modifications to protect your funding – now it’s time to dig deeper. Perfect your internal controls and hone in on the specific and sometimes complicated aspects of the rules that govern your federal funding.

This Advanced Grants Compliance Training 12-hour compilation on-demand video recording from Thompson Grants, taught by recognized authorities, focuses specifically on 10 key areas of federal grant funding compliance and is perfect for the grants manager or CFO looking to stay up-to-date with financial grants management strategy and best practices. From audit challenges that can threaten funding, to the financial team’s role in fraud detection, you’ll gain skills and insights you can put to work starting immediately.

Course Outline
Session 1: The Compliance Supplement - What You Need to Know
Session 2: Taking Your Subrecipient Monitoring to the Next Level
Session 3: Fraud Prevention and Detection
Session 4: Boosting Your Cost Recovery Efficiency
Session 5: Strategic Considerations for Audit Defense
Session 6: Understanding and Managing Indirect Cost-Related Risks
Session 7: Third Party Risk Management: Mitigating Risk Through Internal Control
Session 8: Post Award Noncompliance Disclosures
BONUS! Sessions 9 & 10: Procurement System Certification and Best Practices Boot Camp

Pricing
  • Individual Student: $549
  • Students 2-5: $399 each
  • Students 6+: $299 each

Meet Your Instructors 

Carol Barnard

Carol Barnard, CPA, CFE, MBA, is a senior manager in Aronson’s Association Industry Services Group. With more than 15 years of public accounting experience, Carol has focused her career exclusively on nonprofit audit and accounting issues, including federal funding and related Single Audit requirements, compliance issues, and the changes brought about by Uniform Guidance.

As an active thought leader within the nonprofit industry, Carol continuously shares her expertise through nationally broadcasted webinars, internal training sessions, and other speaking opportunities. She has led various webinars on topics such as “The Updated Basics of Federal Grant Compliance,” “Allocating Direct and Indirect Costs for Nonprofits,” and “Nonprofit Compliance: Winning Strategies for a Successful Audit.” Additionally, she has co-presented a breakout session at the Greater Washington Society of CPAs 2018 Annual Nonprofit Symposium entitled “Constructing and Improving Your Federal Grant Compliance Program”

Carol is a CPA licensed in Virginia and Maryland. She earned her MBA in Accounting in 2003 and her Certified Fraud Examiner designation in 2012.

Greg Plotts

Greg Plotts, CPA, serves as a partner in Aronson’s Nonprofit & Association Services Group. He is a proactive and collaborative leader with over 20 years of industry experience.

Greg specializes in financial statement assurance and consulting matters for associations, healthcare entities, and other exempt organizations. He has a wide range of experience with complex issues, including internal controls, revenue recognition, fraud investigations, international audit matters, foreign currency transactions, valuation of intangible assets, joint ventures, mergers and acquisitions, and more.

Greg’s passion lies in building strong, productive relationships with both his clients and team. He invests the time to listen and learn about his clients’ organizations, objectives, and challenges. He then partners with them to implement the right strategic initiatives to achieve their short- and long-term objectives. As an enthusiastic mentor, he is committed to cultivating a positive and healthy team culture, where all members thrive and grow.

Prior to joining Aronson, Greg held steadily increasing leadership roles at both a “Big 4” accounting firm and a regional accounting firm. Active in the community and profession, his involvement builds on his knowledge and understanding of the nonprofit industry and increases the value he brings to his clients.

Dan Durst

Dan Durst is the Co-Leader of the Federal Grants Compliance Practice at Capital Edge Consulting, the leading provider of compliance solutions for Federal award recipients. Dan uses his specialized and extensive knowledge in procurement, cost allocation, audit support, and internal controls to deliver a vast array of solutions to award recipients receiving funds from various Federal awarding agencies. Dan currently serves on the Thompson Grants Editorial Advisory Board, providing technical guidance and expert content on topics related to compliance with Uniform Guidance. He is also frequently featured as a speaker on Federal grants compliance issues for industry-recognized training organizations. Prior to joining Capital Edge, Dan was an audit supervisor and lead consultant for a member firm of the AICPA’s Government Audit Quality Center and has supervised and performed several Single Audits under both OMB A-133 and the new Uniform Guidance, Subpart F. Dan holds a Bachelor of Science degree in Accounting with a minor in Information Technology and a Masters of Business Administration with a concentration in Accounting from George Mason University.

Bert Nuehring

Mr. Nuehring is a partner with Crowe LLP and is the firm’s Federal grants consulting leader. He has worked with organizations receiving funding from the federal government in the management of those awards, conducting audits of federal funds, and providing compliance, accounting, and regulatory consulting services. He has worked extensively with organizations to develop, document, and implement internal control procedures pertaining to financial software systems, accounting, procurement, financial and performance reporting, and compliance monitoring efforts applicable to Federally-funded projects.

In addition to direct project and program implementation experience, Mr. Nuehring has also audited costs incurred under Federal programs against requirements specified within 48 CFR Part 31 (FAR cost principles) and the Uniform Guidance.

Dismas Locaria

Dismas (Diz) Locaria is a partner at Venable LLP and a member of the firm’s Government Contracts Group. Mr. Locaria’s practice focuses on assisting government grant recipients and contractors in all aspects of working with the Federal government. Mr. Locaria has extensive experience assisting clients with regulatory and grant/contract term counseling, compliance (including ethics and integrity compliance), responsibility matters, such as suspension, debarment and other grant/contracting exclusions. Mr. Locaria has a wealth of knowledge regarding grant regulations, including the application of these regulations to both prime contractors/grant recipients and subcontractors/subgrantees. This knowledge has enabled Mr. Locaria to assist both for-profit and nonprofit organizations with meeting the requirements for becoming a federal grantee or contractor, interpreting the implication of regulatory, grant and contract and terms to clients’ work and operations, evaluating and advising grantees and contractors on intellectual property issues and agreement modifications, among many other issues.

Mark Maraccini, CPA

Mark Maraccini is a Senior Manager in the Performance Business Unit of Crowe Horwath LLP. He has over 13 years of accounting, auditing, and consulting experience in the public accounting profession. Mark has primarily provided services to government, higher education, and not-for-profits during his career. Mr. Maraccini has also recently presented to the Illinois CPA society on compliance audits in accordance with OMB Circular A-133, the Michigan CPA society on subrecipient monitoring and provided internal Crowe trainings on Performance Audits in accordance with GAS. Most recently, Mark provided a webinar on the proposed changes to the OMB Circulars focusing on the increased requirements over subrecipient monitoring. Mark has conducted numerous compliance audits over procurement and contracts for Federal, State and local governmental entities including currently conducting a procurement compliance examination with the California Public Utility Commission. Mark received a Bachelor of Arts in Accounting from DePaul University, Chicago, Illinois

Course Pricing

1 Learner: $549
2-5 Learners; $399 each
6 or More Learners: $299 each