Confirmed Agenda:

8:30 am - 9:00 am

9:00 am - 10:00 am
Can we talk? Common reasons for being a grant partner

What We'll Cover

  • Funder expectations and requirements
  • Organic alignment of shared goals
  • Financial benefit
  • Political reality/collaboration history

10:00 am - 10:15 am

10:30 am - 11:45 am
It’s Complicated: Federal grant requirements that impact partnerships

What We'll Cover

  • Subrecipient or contractor?
  • Subrecipient agreements
  • Subrecipient monitoring
  • Sharing performance responsibilities – achieving outcomes, reporting results
  • Spending accountability

11:45 am - 12:00 pm

12:00 pm - 12:45 pm

12:45 pm - 2:00 pm
Playing Fair: Developing a subrecipient agreement that is compliant, reasonable, and protective for both parties

What We'll Cover

  • Reality-based differences between types of partners (education vs. non-education, public vs. private, two-year vs. four-year, small vs. large)
  • Characteristics of a strong subrecipient agreement
  • Who should be involved in developing and executing a subrecipient agreement
  • Importance of having a subrecipient agreement template, even if you play a subrecipient role, and/or you do not have any subrecipients (yet)
  • Activity; Examination of a template model (option: bring your own template and compare it to the model)
  • Activity: Discussion of case studies involving partnership dynamics, and how they apply to subrecipient agreement sections

2:00 pm - 2:15 pm

2:15 pm - 2:30 pm

2:30 pm - 3:45 pm
The Elephant in the Room: Subrecipient performance and monitoring

What We'll Cover

  • Expectations and consequences that impact both parties
  • Characteristics of a strong subrecipient monitoring process
  • Who should be involved in developing and executing a subrecipient monitoring process
  • Importance of having a written subrecipient monitoring process in place, even if you play a subrecipient role, and/or you do not have any subrecipients (yet)
  • Activity: Examination of a written subrecipient monitoring process model (a “turnkey” procedure)

3:45 pm - 4:00 pm

4:00 pm - 4:30 pm
Q&A and Workshop Wrap Up

Worskhop Details
July 12, 2018
Marymount Manhattan College
Regina Peruggi Room of Carson Building
221 East 71st Street, New York, NY 10021
CPE Credits:
Up to 6 NASBA CPEs & 6 GPCI CEUs
Who Should Attend: Grants managers Grant project directors Grant writers Grant administrators Grant administrative support staffs Grant accountants Legal staff Procurement staff
What's Included:
  • A one-day hands-on, expert-led workshop
  • Ability to earn up to 6 NASBA CPE Credits & 6 GPCI CEU Credits
  • Networking opportunities during breaks and provided lunch
  • BONUS! Two months of digital access to Thompson Grants Compliance Expert - an $298 value! (New subscribers only.)
$545 Early Bird Rate through June 12, 2018
$595 Standard Rate after June 12
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Questions or Need Info on Group Pricing?
Contact Thompson Grants

1-800-677-3789 | |

You may be able to charge the cost of your Thompson Training to your federal grant(s). For state agencies and other nonfederal entities, under the cost principles of the uniform guidance, there are allowable items of cost for subscriptions (§200.454.(b)) and professional development (§200.472). Please check with your program director, finance officer or granting agency to ensure there is no restriction in the approved grant budget or the award documents.

Columbia Books & Information Services, the parent company of Thompson Grants, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:

If you are not able to attend for any reason, please notify us as soon as possible. Conference cancellations received 10 business days prior to the event are fully refundable. All other cancellations are non-refundable.