As with any major project or activity, actual experiences periodically deviate from plans. Federally funded programs are no different, in this regard. The nature of the deviation is significant in that some actions or experiences require disclosures to federal agencies, pass-through entities, and others. As of October 1, 2024, the requirements regarding disclosures – in terms of both the evidence threshold and the entities that must receive written disclosures – changed significantly such that many organizations must adjust their procedures promptly. The changes elevate the need for both training and written procedures as well as collaboration between grants management units and legal counsel for both federal and non-federal entities. Join a grants attorney and grant compliance and administration specialist as we discuss roles and responsibilities, the regulatory requirements and expectations, and approaches to managing this critical aspect of grant administration.
This session will enable you to:
- Recall the Uniform Guidance mandatory disclosure requirements both pre- and post- October 1, 2024;
- Brainstorm items, documents, and information needed for audit and to demonstrate compliance with both versions of the requirement;
- Identify expected and key components of procedures and internal controls related to mandatory disclosures; and
- Discuss the legal process and what is needed from legal counsel to navigate the disclosure process.
Who Will Benefit: Grant Managers; Finance Officers; Legal Counsel; Grant Attorneys; Auditors; Grant Accountants; Senior Management; Board Members; Procurement Officers; Human Resource Managers
YOUR EXPERT(S):
Eric Russell, CIA, CGAP, CGMS, MPA
Eric Russell is a Director with ENJ PLLC responsible for management consulting and regulatory compliance engagements working primarily with state and local governments and not-for-profit organizations. He specializes in federal grants and contracts, audit readiness and response, asset management, and public financial management. During the course of his 15 year career, Eric has served as a Deputy Finance Director for the City of Columbus (OH) responsible for grants and asset management, a Senior Manager for Crowe LLP leading public sector audit, consulting, business development, diversity, and people development matters, and a budget and management analyst for a large municipal government. Eric has been responsible for and led more than 100 financial and compliance audits conducted on behalf of offices of inspectors general, numerous forensic analysis and risk management/assessment engagements, and internal audit activities for clients within the United States and abroad.
Eric currently serves as the Immediate Past President of the National Grants Management Association’s (NGMA) Board of Directors and is also a member of the Thompson Grants Advisory Board. He is an alumnus of The Ohio State University’s John Glenn College of Public Affairs and of Stetson University’s School of Business Administration.
Bonnie Little Graham
Bonnie Little Graham joined Brustein & Manasevit, PLLC in 2009. Ms. Graham actively represents federal education grantees and subgrantees in the resolution of adverse audit and program review determinations, civil rights compliants, and other administrative legal actions. Ms. Graham also works closely with clients on issues pertaining to “high risk” grantee and subgrantee designations.
Ms. Graham regularly assists her clients with the requirements of the Office of Management and Budget (OMB) circulars and other administrative regulations, such as the General Education Provisions Act (GEPA) and the Education Department General Administrative Regulations (EDGAR). Ms. Graham also works with clients on the requirements of IDEA, the Elementary and Secondary Education Act (ESEA), and Title IV of the Higher Education Act.
Ms. Graham graduated summa cum laude from the University of Kentucky with Bachelor’s Degrees in Finance and Public Relations in 2004 and graduated from Vanderbilt University Law School in 2007. Prior to joining the firm, Ms. Graham worked as an associate at a corporate firm in Charlotte, North Carolina. Ms. Graham is a member of the District of Columbia bar and the North Carolina bar.
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