M&Q Institute

Washington, DC US
July 31, 2019 to August 1, 2019

THE M&Q INSTITUTE:
A YEAR-LONG ACTIVE LEARNING EXPERIENCE

In response to growing demands for technical training on both pre-award and post-award components of grants management, McAllister & Quinn (M&Q) and Feldesman Tucker Leifer Fidell LLP (FTLF), grant law attorneys with decades of experience, are partnering to offer McAllister & Quinn clients M&Q Institute, a year-long, active-learning training program. M&Q Institute participants will be introduced to key concepts and skills in two active-learning training phases:

1. TWO-DAY SUMMER WORKSHOP

First, M&Q Institute participants are invited to participate in a two-day summer workshop onsite in our Nation’s Capital.

2. FIVE ACTIVE LEARNING WEBINARS 

Second, M&Q Institute participants will also be invited to participate in five active-learning webinars in the year following the workshop. The webinars will reinforce and expand on material covered in the workshop through active-learning exercises and follow-up review sessions with content experts.

Together, the workshop, webinars, follow-up training sessions, and take-away materials will prepare participants to respond to pre-award and post-award requirements of the federal government.

Course summary
Course opens: 
07/22/2019
Course expires: 
08/01/2020
Event starts: 
07/31/2019 - 8:30am
Event ends: 
08/01/2019 - 5:00pm

SUMMER WORKSHOP AGENDA

July 30

6:00 - 8:00 pm
Welcome Cocktail Hour at FTLF
Get to know fellow M&Q institute participants and instructors
  

July 31

8:30 - 9:00 am
Pre-Award Grants Management
  • Introductions and workshop materials distribution 
9:00 - 10:15 am
Supporting Documents
  • Create supporting documents that are included in a grant submission, such as biographical sketches; facilities, equipment and other resources; and a data management plan. 
10:15 - 10:30 am
Break
10:30 am - 12:00 pm
Electronic Research Administration
  • Learn how to register on National Science Foundation (NSF) Fastlane and Grants.gov, upload grant submissions to various portals, and manage the submission process.
  • Review technology, roles, and responsibilities
12:00 - 1:00 pmLunch and Break, Instructor Office Hours for Questions and Comments
1:00 - 2:45 pm
Pre-Award Budgets
  • Learn general budget guidelines for federal grants.
  • Learn how to budget time and effort for grant personnel.
  • Identify participant costs for different types of grants.
  • Understand and apply indirect costs in grant budgets.
  • Discuss matching and cost share expectations and arrangements.
  • Review best practices for writing a budget justification and pitfalls to avoid to increase the likelihood of sailing through the agency budget review.
2:45 - 3:00 pmBreak
3:00 - 4:30 pm
Pre-Award Policies and Procedures
  • Review how to prepare your campus to receive an award from a federal agency including delving into the NSF New Awardee Package.
  • Review the Responsible Conduct of Research for Federal Agencies (RCR) training.
  • Review key sections of the Uniform Guidance.
  • Learn how to develop policies and procedures that your campus may not currently have in place.
 

August 1

8:30 - 9:00 am
Post-Award Grants Management and Compliance
Breakfast
9:00 - 10:30 am
The Grant Agreement/Cooperative Agreement - Key Concepts and Obligations
  • Learn the framework and key concepts underpinning the “grant agreement.”
  • Review the scope of the grant relationship, core compliance requirements, and tools to research individual grant/ cooperative agreement project requirements.
10:30 - 10:45 am
Break
10:45 am - 12:15 pm
Allowable Costs and Cost Allocation
  • Review and learn basic concepts of the allowable costs system and cost allocation, including time and effort documentation strategies.
12:15 - 1:15 pmLunch and Break, Instructor Office Hours for Questions and Comments
1:15 - 2:30 pm
Property Management
  • Learn key requirements relating to funding, use, and disposition of real property and equipment.
  • Review the concept of “federal interest” in capital assets.
  • Learn basic concepts and requirements relating to federally funded intellectual property.
2:30 - 2:45 pm Break
2:45 - 4:30 pm
Document Retention, Access, and Audits
  • Review key audit requirements, including the Single Audit Act audit.
  • Learn document retention and access requirements.
  • Discuss agency rights to invoke remedies for noncompliance, including the “disallowance,” and the audit resolution process.
4:30 - 5:00 pm
Closing Session
  • Wrap-Up.
  • Review Webinar and Active-Learning Schedule for the Year.
FTLF Training Center
1129 20th Street NW
Suite 300
Washington, DC 22036
United States
+1 (855) 200-3822
FTLF Training Room

Travel

Hyatt Place Washington DC/Georgetown/West End 
2121 M St NW
Washington, DC 20037
(202) 838-2222

Kimpton Hotel Palomar DC 
2121 P Street NW
Washington, DC 20037
Hotel: (202) 448-1800 | Reservations: (877) 866-3070

The Wink - Washington, DC 
1143 New Hampshire Ave NW
Washington, DC 20037
(202) 775-0800

The St. Gregory Hotel - Dupont Circle 
2033 M Street NW
Washington, DC 20037
(202) 530-3600

Kimpton Hotel Madera 
1310 New Hampshire Avenue, NW
Washington, DC 20036
Hotel: (202) 296-7600 | Reservations: (800) 430-1202

The Embassy Row Hotel
2015 Massachusetts Avenue, NW
Washington, DC 20036
Hotel: (202) 265-1600 | Reservations: (855) 893-1011

The Dupont Circle Hotel
1500 New Hampshire Avenue, NW
Washington, DC 20036
(202) 483-6000

Hilton Garden Inn - Washington DC/Georgetown Area
2201 M Street NW
Washington, DC 20037
(202) 974-6010

Embassy Suites - Georgetown
1250 22nd Street, NW
Washington, DC 20037
(202) 857-3388

Presenters


Carol A. Burdsal, Ph.D. (M&Q)

Dr. Carol Burdsal is Managing Director of Grants and Federal Affairs at McAllister & Quinn, where she assists clients to strategically pursue federal funding opportunities. Dr. Burdsal leverages her experience as a former faculty researcher, university grants administrator, and program director at the National Science Foundation (NSF) to provide clients with advice and support to develop relationships, identify appropriate funding opportunities, and apply for funding at federal agencies.

Prior to joining McAllister & Quinn, Dr. Burdsal was Assistant Provost for Research at Bucknell University, where she was instrumental in elevating the profile and efficiency of the Office of Sponsored Projects. As a principal investigator of numerous extramurally funded projects from agencies such as the National Institutes for Health (NIH) and the Centers for Disease Control (CDC), Dr. Burdsal offers a unique perspective to clients – that of a grant-seeking faculty member and an experienced grants administrator at both large, research-intensive institutions and smaller, predominantly undergraduate institutions (PUIs). [Full Bio]

Emily Cunningham (M&Q)

Emily Cunningham is a Director of Grants and Federal Affairs in the Higher Education Practice at McAllister & Quinn and has been with the firm since 2014. Emily strategically works with higher education clients to identify, apply for, and secure millions of dollars in federal grant funding for a wide range of projects, including student scholarships, faculty-led research, retention efforts, and curriculum development. Emily works collaboratively with clients from the first stages of the conceptual development through grant submission, managing the entire grant process. During her tenure at McAllister & Quinn, Emily has developed an expertise across agencies, including the National Science Foundation and the Department of Education. Emily also helps manage business development efforts for the Higher Education Practice, where she assists with the development of marketing and client materials and strategic communications.

Prior to serving as a Director, Emily was the Federal Grant and Foundation Research Analyst for the Higher Education Practice. In this capacity, Emily supported the higher education team and its clients by conducting prospecting research and monitoring and analyzing federal funding trends including the federal budget and appropriations process, agency priorities, and grant competitions. Emily was also responsible for organizing, moderating, and managing quarterly workshops for clients. [Full Bio]

Susan Faulkner, Ed.D. (M&Q)

Dr. Susan Faulkner serves as Executive Director of Grant Services at McAllister & Quinn. She is responsible for identifying and assisting in securing federal agency funding for the firm’s college and university clients. Dr. Faulkner provides clients with advice and support in developing relationships, identifying appropriate funding opportunities, and moving forward with applying for funding at federal agencies. Before joining McAllister & Quinn, Dr. Faulkner was Associate Director for Research Development at the Mary Babb Randolph Cancer Center at West Virginia University. She also held a similar position at the Virginia Bioinformatics Institute at Virginia Tech, where she was the Education and Outreach Officer.

Dr. Faulkner has spent the past 25 years working on and/or leading extramurally funded projects and has served as a principal investigator, Co-PI, or administrator of numerous extramurally funded projects that were funded by the National Science Foundation (NSF), National Institutes of Health (NIH), United States Department of Agriculture (USDA), and United States Department of Education (ED), as well as from private foundations. [Full Bio]

Jessica C. Gerrity, Ph.D. (M&Q)

Dr. Jessica C. Gerrity is a Vice President at McAllister & Quinn. In this role, she manages a broad range of the firm’s higher education clients, and helps to develop and implement the practice’s strategic goals.

Before joining McAllister & Quinn, Dr. Gerrity was the Research Manager for the Congress and Judiciary Section in the Government and Finance Division at the Congressional Research Service (2010-2014) where she led research and consultative work on congressional administration, legislative branch appropriations, federal elections, and judicial nominations and administration for members of Congress, congressional staff and committees.

Prior to her work at the Congressional Research Service, she was Assistant Professor of Political Science at Washington College (2007-2010) where she taught courses in American politics and public policy. During her tenure as a faculty member, she authored or co-authored over 30 presentations, book chapters, and referred journal articles in political science. She was an American Political Science Association Congressional Fellow in the office of Senator Jack Reed, specializing in healthcare policy. Dr. Gerrity has received several competitive grants and fellowships and her research is published in a number of scholarly journals and books such as The British Journal of Political Science, Politics and Gender, Politics and Policy, and Congress and the Presidency. She worked as a Research Assistant at the Center on Congress at Indiana University and as a Research Verifier and Senior Research Assistant at The Brookings Institution in Washington, DC. [Full Bio]

Kathryn McGirk (M&Q)

Kathryn McGirk is a Director of Grants and Federal Affairs at McAllister & Quinn. In this role, Kathryn works with colleges and universities to identify viable funding opportunities and guide them through developing a competitive grant proposal. Kathryn’s specific areas of interest include the Department of Education (ED), the National Science Foundation (NSF), and the Economic Development Agency (EDA). Kathryn brings a diverse set of expertise in appropriations and legislative analysis, federal funding research and proposal development. Prior to serving as a Director, Kathryn was a Research Analyst at McAllister & Quinn. In this role, Kathryn supported various practices by conducting prospecting research, proactively contacting federal agencies to monitor and analyze federal funding trends and providing proposal support for clients ranging from institutions of higher education, nonprofits, health care organizations, and municipalities. She also helped place nationally prominent researchers on Federal Advisory Committees within various federal agencies. [Full Bio]

SCOTT SHEFFLER  (FTLF)

A Partner with the firm in the Federal Grants and Health Law practice groups, Scott advises clients on matters of federal grant law, government contract law, and health care law.  Scott assists clients with the myriad requirements that apply upon acceptance of federal grant funding, including the administrative requirements and cost principles established in the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance), the Office of Management and Budget (OMB) Circulars that preceded the Uniform Guidance, and program-specific statutory and regulatory funding conditions. [Full Bio]

TED WATERS (FTLF)

Serving as Managing Partner of the firm since 2003, and a member of the Health Law and Federal Grants practices since 1992, Ted is a national authority in the area of federal grants, particularly in the health and community service spheres. He advises clients on all aspects of program requirements, including issues such as cost-based reimbursement, governance, grant administration, cost reporting, and administrative issues and routinely handles challenging issues such as government audits, internal investigations, and litigation. Ted's priority is to help each organization carry out its mission by offering practical, down-to-earth counsel and to ensure that legal challenges do not distract from that focus. [Full Bio]

Available Credit

Accreditation Period

Course opens: 
07/22/2019
Course expires: 
08/01/2020
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