Compliance-Based Subrecipient Budget Management

Webinar • Tuesday, May 13, 2025 • 2:00-3:00 p.m. ET

Join us on May 13, 2025, from  2 p.m.-3 p.m. ET for a comprehensive webinar on Compliance-Based Subrecipient Budget Management — an essential session for pass-through entities looking to strengthen their approach to managing federal grants and overseeing subrecipient budgets.

Whether you’re new to federal grants, inheriting an existing portfolio, or seeking expert confirmation that your procedures align with compliance standards, this webinar is tailored to meet your needs.

Led by Wendi Gephart of the Movement Strategy Center, an industry leader in grants management, this session will take you step-by-step through the keys to effective subrecipient budget oversight across the grant lifecycle.

What You’ll Learn:

Pre-Award Best Practices:

  • Conducting responsible contractor/subrecipient risk assessments.
  • Preparing an accurate and actionable application budget.
  • Ensuring early alignment for award progress, setting the stage for success from the application stage onward.

Post-Award Strategies:

  • Using tools like the pre-agreement subrecipient questionnaire to ensure readiness.
  • Building airtight agreements with all critical components, including statement of work, invoicing schedules, and monitoring plans.
  • Leveraging the Budget Variance Actual (BVA) report for real-time progress tracking and ensuring effective reporting cadence.

Successful Close-Out:

  • Wrapping up with confidence by managing final reports, invoices and payments.
  • Avoiding common pitfalls in the close-out phase while ensuring compliance with every detail.

Who Should Attend?

This session is ideal for a range of professionals, including:

  • New awardees navigating subrecipient management for the first time.
  • Grant managers inheriting portfolios and looking to streamline processes.
  • Grantees seeking compliance confirmation to protect their federal funding and improve operational efficiency.

What You’ll Gain:

By attending, you’ll walk away with practical tools and actionable strategies to ensure your subrecipient management approach meets compliance standards. From risk assessments to close-out, you’ll learn how to optimize every phase of the process and position your organization for success.

  • Live attendees are eligible to receive 1.2 NASBA CPEs and/or 1.2 GPCI CEUs.

Who Will Benefit: 

  • Federal Award Program Managers, Finance Directors, and Accounting Staff

Why Attend?
This webinar offers essential knowledge that will help your organization comply with federal requirements and improve financial practices. Take this opportunity to learn from an expert and gain the tools you need to effectively manage program income within your organization.

Live attendees are eligible to receive 1.2 NASBA CPEs and/or 1.2 GPCI CEUs.


YOUR EXPERT(S):

Wendi Gephart Wendi Gephart

Wendi Gephart leverages her deep knowledge about grants and contracts to create management tools, training programs, and policies that ensure robust internal control systems and compliance with evolving funder regulations. With over 25 years of hands-on experience as both a grantor and grantee, she has based her practice on funder regulations, rules, and policies, currently as the Federal Contracts and Grants Compliance Manager for Movement Strategy Center, a nonprofit organization that provides equitable intermediary services enabling access to crucial infrastructure and thought partnership for communities challenging intersectional issues of systemic racism, environmental destruction, and economic exploitation. She is an active member of National Grants Management Association committees and serves on the Editorial Advisory Board for Thompson Grants.