Federal Grants Management Training

A four-day overview of the federal grants system, covering everything from the legal underpinnings of the system through procurement and subaward requirements, cost issues, and audit resolution. 

Federal Grants Practice Group attorneys Scott Sheffler and Phillip Escoriaza, along with grants consultant Jerry Bertrand dive deeply into and lead you through in-depth discussions of regulatory language and effective implementation – particularly when the regulations are ambiguous.  

At this interactive and comprehensive training session, you'll have plenty of opportunities for discussion. Take advantage of this opportunity to have your questions answered and to directly apply the knowledge you've gained from the training session.

Target Audience

Grant Professionals including:

  • Executive Leadership including CEO's, CFO's and COO's
  • Grant Specialists and Administrators
  • Finance Department Personnel involved in Budgeting and Funds Management
  • Grant Managers  
  • Program Officers  
  • Grant Officers   
  • Auditors

The training is suited to recipients managing grants in any federal grant program.

Learning Objectives

After this training, you will be able to:

  • Understand the federal financial assistance system underlying all grant awards;
  • Discuss the specific regulatory requirements applicable to key areas of federal grant management;
  • Describe the core concepts of financial management and cost allocation, and how to apply them; and
  • Identify the major requirements of the Uniform Guidance, including procurement standards, subrecipient management requirements, and the allowable costs/ cost allocation system – as well as implementation strategies for each.
Course summary
Available credit: 
  • 16.50 Certificate of Attendance
Course opens: 
Course expires: 


FTLF Virtual Classroom
Tuesday, October 20 - Friday, October 23, 2020
*Agenda times are all ET*

Day 1

Tuesday, October 20, 2020
12:00 pm - 5:00 pm ET
12:00 pm - 12:30 pmWelcome and Overview
12:30 pm - 1:30 pmUnderstanding the Federal Grant System and the Grant Agreement
1:30 pm - 2:00 pmBreak
2:00 pm - 3:00 pmUnderstanding the Federal Grant System and the Grant Agreement (cont.)
3:00 pm - 3:15 pmBreak
3:15 pm - 4:45 pmManaging Subrecipient Budgets
4:45 pm - 5:00 pmQ&A and Wrap-Up

Day 2

Wednesday, October 21, 2020
12:00 pm - 5:00 pm ET
12:00 pm - 1:30 pmSubrecipient Relationships and Pass-Through Entity Responsibilities
1:30 pm - 2:00 pmBreak
2:00 pm - 3:30 pmOperationalizing Internal Control Standards and Requirements
3:30 pm - 3:45 pmBreak
3:45 pm - 5:00 pmProgram Income and Match

Day 3

Thursday, October 22, 2020
12:00 pm - 5:00 pm ET
12:00 pm - 1:00 pm
Concurrent Sessions: Hot Topics in Grant Management
  • Federal Response Framework for Coronavirus
  • Subrecipient Monitoring Strategies in AmeriCorps
  • Social Media Considerations
1:00 pm - 1:15 pmBreak
1:15 pm - 2:15 pmCost Allocation, Indirect Cost Rates, and Time & Effort
2:15 pm - 2:45 pmBreak
2:45 pm - 3:45 pmCost Allocation, Indirect Cost Rates, and Time & Effort (cont.)
3:45 pm - 4:00 pm Break
4:00 pm - 5:00 pmConflicts of Interest

Day 4

Friday, October 23, 2020
12:00 pm - 5:00 pm ET
12:00 pm - 1:00 pm         Budget Changes and Prior Approvals
1:00 pm - 1:15 pmBreak
1:15 pm - 2:00 pmAudits, Audit Resolution, and Administrative Appeals including NSCHC
2:00 pm - 2:30 pmBreak
2:30 pm - 3:30 pmAudits, Audit Resolution, and Administrative Appeals including NSCHC (cont.)
3:30 pm - 3:45 pmBreak
3:45 pm - 4:30 pmUniform Guidance Recent Changes
4:30 pm - 5:00 pmOpen Q&A and Wrap-Up


This live, interactive training will take place in FTLF's Virtual Classroom, hosted by Zoom.  Should you have any technical questions or would like more information, please contact us at learning@ftlf.com or 1-855-200-3822.


Phillip is Of Counsel in the firm’s Federal Grants and Health Law practice groups. A native of Puerto Rico, Phillip’s bilingual, nationwide practice serves non-profit organizations, municipalities, local government agencies, and other federal grantees. Prior to joining Feldesman Tucker, Phillip ran a practice from San Juan which spanned corporate, business, public policy, government and contract law, and included contested matters and appeals before state and federal courts. [Full Bio]

Scott Sheffler 

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]

Jerry Bertrand

As a consultant, Mr. Bertrand has worked in the nonprofit and higher education environments, including OneStar Foundation, Methodist Healthcare Ministries, and Texas A&M International University. He frequently brings his real-world experience to bear in teaching and coaching environments, conducting on-site training for a variety of organizations, including federal (NASA, Department of Labor, Department of Housing and Urban Development, Department of Health and Human Services, Corporation for National and Community Service) state (California, Idaho, Kentucky, and Texas state governments), local (San Diego County, and the Washington, DC governments) and nonprofit organizations (Habitat for Humanity International, Woods Hole Oceanographic Institution) [PDF iconFull Bio]

Available Credit

  • 16.50 Certificate of Attendance
Please login or register to take this course.

Registration Instructions

Each registration must be in the name of the individual(s) who will attend. This allows FTLF to communicate important course information to the actual attendee(s), add training materials and handouts to the right account, and properly assign certificates of attendance or CPE credits. 

To register for this training:

  • For yourself: login to your account and register with your personal information
  • For someone else: login with the ATTENDEE’S login information or create an account for the ATTENDEE and register from the ATTENDEE's account
  • For a group: email Learning@ftlf.com to complete group registration

If you encounter problems or have questions Contact us.

Required Hardware/Software

Google Chrome or Mozilla Firefox are the preferred browsers.