Grants Training from The Private Client Law Group

Training Solutions for Nonprofits and Grant-Funded Entities


Effective leadership is a necessary element for the continued success of any grant-funded entity.  Leading a grant-funded organization (either as a member of the governing body or the management team) requires a working knowledge of Federal grants management.  Unfortunately, with the OMB's recent issuance of new uniform guidance for grants administration, cost principles, and audits (which guidance is commonly called the "Super Circular" or the "Omnicircular"), the rules for managing Federal grants are changing.  However, leading a grant-funded organization also requires knowledge and skills beyond a familiarity with the Super Circular or Omnicircular.  This small-group training event is designed to provide current and emerging leaders of grant-funded entities with the solid foundation needed for effective and efficient governance and management of their grant-funded organizations.  Join us in Orlando in October to learn the Fundamentals of Federal Grants Management.


October 14, 2014 (Tuesday)
8:00 AM EDT (On-site Check-in)
8:30 AM EDT (Morning Session)
12:00 PM EDT (Networking Lunch - Included)
1:00 PM EDT (Afternoon Session)
5:00 PM EDT (Adjourn for Day)

October 15, 2014 (Wednesday)
8:00 AM EDT (Morning Session)
12:00 PM EDT (Lunch - On Your Own)
1:00 PM EDT (Afternoon Session)
3:00 PM EDT (Adjourn)


DoubleTree Hotel Orlando Walt Disney World Resort
2305 Hotel Plaza Boulevard
Orlando, FL 32830

Driving Directions 

A special conference rate of $119 per night (single or double) plus tax is available for October 13 and 14, 2014.  This special conference rate will also be offered (subject to availability) for 3 days before and after these dates.  The reservations cut-off date for the room block is September 22, 2014, or until the room block has been exhausted.  Room reservations may be made by calling 1-800-222-TREE (8733).  Please provide the special group code "PCL" when booking rooms to receive the group rate.


To facilitate learning as well as interaction between the trainer and attendees, the number of spaces available at this conference is strictly limited. The price for this small-group, two-day Fundamentals of Federal Grants Management conference is just $499 per person.

Registration "at the door" will not be available for the conference.  You must register in advance.

Continuing Education Credit

Continuing education credit will be offered for this event.  Courses on the Fundamentals of Federal Grants Management qualify for Technical Business (Specialized Industries:  Nonprofit and Grant-Funded Organizations) CPE credit for Florida CPA's.  Written proof of attendance will be supplied.  Up to 13 hours of credit (50 minute hours) may be earned.


R. Brian Tipton, Esq.
The Private Client Law Group
75 Fourteenth Street, Suite 2200
Atlanta, GA 30309



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Fundamentals of Federal Grants Management 

Exclusive Two-Day Event

Small-Group Grants Management Training in Orlando


Effective leadership of a grant-funded entity involves both the governing body and the management team and is essential for any grant-funded entity's success.  Effective leadership of a grant-funded entity, in turn, is rooted in a solid foundation in Federal grants management.  That foundation is shifting, though, with the Office of Management and Budget's issuance of new uniform guidance for administrative standards, cost principles, and audit requirements for Federal grants.  The OMB's  uniform guidance (which is commonly called the "Super Circular" or the "Omnicircular") provides a new framework for managing Federal grants and affects both grantees and subgrantees.  Leaders of grant-funded entities (whether recipients or subrecipients) need to know the requirements of the new Super Circular, but knowledge of the Super Circular (or Omnicircular) is just part of Federal grants management and of the knowledge needed to lead a grant-funded entity.  Leaders of grant-funded entities also need to know about the legal basis and underpinnings of Federal grant programs, effective legal and financial controls and compliance programs for grant-funded organizations, and the major policies and procedures that a successful grant-funded entity should have in place. Fundamentals of Federal Grants Management will provide leaders of grant-funded entities with the foundation that they need to succeed.

Over the course of two days, the conference will explore the fundamentals of Federal grants management in detail, including: 

  • The legal and regulatory underpinnings of Federal grants and the distinctions between grants and other forms of financial assistance;
  • Changes to the structure of the OMB grants management guidance and the reasons behind the changes under the new OMB Super Circular;
  • Differences between the existing and new administrative standards in the OMB Super Circular (including the new procurement and property management standards and changes to records retention requirements, closeouts and later adjustments, and funding source remedies);
  • Revisions to the OMB's cost principles under the Super Circular (including changes to the general cost principles and the specific items of cost);
  • Changes to the audit requirements under the OMB's new Super Circular;
  • The importance of establishing a culture of compliance and ethics;
  • The on-going shift from simple compliance to performance and the effect on grants management;
  • The role of appropriate legal and fiscal controls within a grant-funded entity in the prevention of fraud, waste, and abuse, and the consequences of fraud, abuse, and mismanagement to the organization and individuals involved;
  • Essential policies (including conflict of interest and record-keeping policies) and compliance obligations; and,
  • The roles and responsibilities of governance and management and how those within the governance structure and on the management team can fulfill those roles and responsibilities.

The conference will discuss these topics and more to provide attendees with the essential information needed to effectively lead grant-funded entities while meeting their funding sources' compliance and performance expectations.  There will also be extensive opportunities for attendees to ask questions about Federal grants management.


The conference will be held over two days, October 14 and 15, 2014.  The planned agenda for each day is as follows:

Day One (Tuesday, October 14, 2014)

7:00 A.M. Continental Breakfast
8:00 A.M. On-site Conference Check-in
8:30 A.M. Session I:  The Tone at the Top
10:00 A.M. Morning Break
10:30 A.M. Session II:  Effective Controls
12:00 P.M. Networking Luncheon (Included)
1:00 P.M. Session III:  Federal Grants Management:  A Legal Perspective
2:30 P.M. Afternoon Break
3:00 P.M. Session IV-A:  The OMB Super Circular:  Administrative Requirements
5:00 P.M. Adjourn (Day One)

Day Two (Wednesday, October 15, 2014)

7:00 A.M. Continental Breakfast
8:00 A.M. Session IV-B:  The OMB Super Circular:  Cost Principles and Audit Requirements
10:00 A.M. Morning Break
10:30 A.M. Session V-A:  Keeping It Legal:  Key Policies
12:00 P.M. Lunch (On Your Own)
1:00 P.M. Session V-B:  Keeping It Legal:  Fulfilling Roles and Responsibilities
3:00 P.M. Adjourn (Conference)


Participants in this two-day workshop will learn the legal, regulatory, and technical information essential for leading a grant-funded entity as part of the governance structure or management team; conference attendees will:

  • Gain a better understanding of the legal basis for Federal grants;
  • Understand the reasons for the reforms and structural changes resulting in the OMB's new uniform grants guidance (the "Super Circular");
  • Learn about the changes affecting the grants administrative requirements, cost principles, and audit standards under the new OMB Super Circular (including which changes may be good and which changes may be bad for Federal grant recipients and subrecipients);
  • Understand how to establish effective legal and fiscal controls for their organizations;
  • Know which policies are essential for grant-funded entities and what those policies should contain;
  • Understand the elements of an effective compliance program and the importance of internal monitoring; and,
  • Better understand the differences between management and governance and the roles and responsibilities of each group.


Emerging and seasoned administrators and professionals of varying specialties will benefit from this unique learning experience: Executive Directors, Program Directors, Fiscal Officers, Content Area Managers, Governing Board and Policy Council Chairs or members, and any key staff members in positions of responsibility and accountability.


To allow for increased interaction and to promote a small-group feeling, the number of registrations available for this conference is limited.  Registration for the Fundamentals of Federal Grants Management conference is just $499 per person.  Cancellations before September 22, 2014, are subject to a $25 administrative fee, and all cancellations on or after September 22, 2014, are subject to a $125 administrative fee.  In lieu of cancellation, participants may substitute another participant from his or her organization at no charge.  Please note that conference registration does not include lodging or transportation; conference participants are responsible for making their own hotel and transportation reservations. However, Orlando was selected as the site for this conference because of the large number of budget-friendly transportation options from throughout the country. 

Given the limited number of spaces available, at the door registration will not be available for this conference.  You must register in advance.  Please bring your event "ticket" or registration confirmation with you to speed your on-site check-in on the morning of October 14, 2014.  Check-in will begin at 8:00 AM.  The morning session will start promptly at 8:30 AM.


The conference will take place at the all-suites DoubleTree Hotel Orlando, which is conveniently located in the Downtown Disney area inside the Walt Disney World Resort.  The DoubleTree Hotel Orlando is the only all-suites hotel in the Downtown Disney area.  Rooms are available for a special conference rate of $119 per night (plus tax) for single or double occupancy.  Triple and quadruple occupancy are also available at slightly higher rates.  Subject to room availability, this special conference rate will also be honored for the 3 days prior to and following the nights of October 13 and 14, 2014.  Participants are responsible for making their own hotel reservations directly with the hotel.  Hotel reservations can be made by calling 1-800-222-TREE (8733).  The group code is "PCL"; please mention this special group code to receive the conference rate.  Reservations can also be made on-line by clicking here for the reservations page.  The room reservation cut-off date is September 22, 2014 (or until the block is exhausted, whichever occurs first).

Continuing Education Credit

Courses on the Fundamentals of Federal Grants Management qualify for Technical Business (Specialized Industries:  Nonprofit and Grant-Funded Organizations) CPE credit for Florida CPA's.  Written proof of attendance will be supplied.  Up to 13 hours of credit (50 minute hours) may be earned.


R. Brian Tipton is a practicing attorney with more than a decade's experience working with nonprofits and grant-funded organizations across the United States.  Currently, Brian is Managing Director with The Private Client Law Group, P.C., in Atlanta, where he heads the firm's charitable solutions practice.  He is a summa cum laude graduate of the Louisiana State University and the Cumberland School of Law of Samford University.  Brian regularly represents grant-funded entities (including Community Action Agencies and Head Start programs) in the areas of regulatory compliance, audits, funding source disputes, administrative appeals, and litigation.  Brian also consults with organizations on governance, human resources, programmatic, and corporate matters, and develops and presents training programs for nonprofits.