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Grants Management: What Every
PI Should Know and Do


A unique webinar series focusing on the five key areas of the grants
management process that have proven to be the most troublesome for
new or even experienced PIs.
 



It’s official! Your proposal has now become a funded grant. Yet, in addition to the scientific endeavor, as a PI, you bear responsibility for the overall management of  your project. But, what exactly are those responsibilities and what does it mean to you? What can you do from the start to ensure a smooth and compliant running project? How can you make adjustments or corrections for errors that may come up in spending or compliance related issues? And…what should you do when the auditor comes?

Don’t risk putting your funding at risk by overlooking these crucial grant management responsibilities. Prepare yourself now with this new Webinar series: Grants Management – What Every PI Should Know and Do.

This must-have series is based on recommendations from agencies, an analysis of Office of Inspector General reports at the NSF and NIH highlighting compliance issues, recommendations from Internal Audit experts at Universities, advice from grants management personnel and the direct experience of PIs…just like you!

This Series Includes Five Unique Webinars Focusing on Each of These Five Major Topics:

  1. Effort Reporting including certification and the issues of summer salaries
  2. Costs and Finances including misallocations, cost sharing and transfers
  3. Monitoring with a major focus on subaward and contracted efforts
  4. Reporting and revisions to scope of effort, budget and personnel
  5. Compliance including Conflicts of Interest, institutional Review Boards, Data Management

Each Webinar completely covers one important facet of the grants management process, but as a series they represent a comprehensive view of the major aspects of grants management today. 

Each Webinar:

  • Frames the issue with real world examples and possible consequences
  • Identifies the PI’s responsibility
  • Discusses potential problems and flags that might appear
  • Describes what a PI should know and do in the beginning through project completion and what to do if the auditor comes
  • Gives Tips, Solutions and Recommendations for corrective actions

Who Should Attend?

Principal Investigators, Research Teams, Grants Management, Sponsored Program Office & Administrative personnel.

Look Below to Learn More About Each Webinar in this Series:

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Grants Management: Effort Reporting from A to Z

60-Minute On-Demand Webinar available in CD-Rom, MP4 and PDF Transcript.

Click below for a preview of this Webinar.

A major fraction of federal funding from agencies such as the NSF and NIH are for salaries and wages. The grantees must provide assurance that their effort reporting systems are reliable in reasonably supporting these charges. Unfortunately, PIs responsibilities in the area of effort reporting aren’t always clear.

Among the biggest challenges PIs face are not knowing what and when to report, how and who should certify, summer salary regulations, and how to effectively collaborate with the grants management or sponsored programs office. To make matters worse, auditors have relentlessly focused on this issue in recent years.

During this insightful webinar, your expert presenter, Dr. Michael Lesiecki, clearly defines the PIs effort reporting responsibilities, provides an insider’s look into the audit process to help in knowing what to do when the auditor comes, reveals collaboration tactics with the institution to ensure compliance, and much more. Direct examples from major universities will be shared. Walk-away with the tools to effectively utilize an existing effort reporting system and discover how to set flags to help you identify problems or the need to take corrective action.

Webinar Formats: CD, MP4 or PDF Transcript.

Purchase the entire series for only $199         Purchase this Webinar ONLY for $69

 

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Grants Management: The Ins and Outs of Costs, Purchases and Budgets

60-Minute On-Demand Webinar available in CD-Rom, MP4 and PDF Transcript.

Click below for a preview of this Webinar.

Great news! Your proposal has become a funded grant. But although a proposal may be approved and funded, nothing can happen without a budget set up in the institution’s fiscal system. One of the most critically important actions a PI can take at the beginning of a project is to sit down with fiscal and purchasing agents to discuss what the grant is about and anticipated expenditures and timing.

During the project startup there are many potential challenges associated with purchasing that include failure to anticipate bid requirements for large equipment purchase, the need for competitive quotes, and appreciation of the ins and outs of the purchasing system. Lack of knowledge of potentially long lead times can throw a wrench into project timelines. Inevitably revisions to the budget may need to be made to accommodate revised goals and work plans.

During this interactiver webinar, your expert presenter, Dr. Michael Lesiecki, will clearly define the processes involved between the grant acceptance and getting the budget initiated. PIs will realize how to use the proposal itself as their starting point for guiding the spending of funds and how to reallocate those funds should the circumstances dictate. PIs will learn who is responsible for grant expenditures, how to judge the allowability of expenditures and importantly, what grant funds may not be used for.

Webinar Formats: CD, MP4 or PDF Transcript.

Purchase the entire series for only $199          Purchase this Webinar ONLY for $69

 

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Grants Management: Key Tactics for Effective Monitoring

60-Minute On-Demand Webinar available in CD-Rom, MP4 and PDF Transcript.

Click below for a preview of this Webinar.

How often do you currently monitor the work performed by others, especially subawardees? If this hasn’t been on your priority list lately, you should know that this area is very susceptible to audits and as a PI you bear significant responsibility for any oversight. Normally, the sponsored programs office structures subaward agreements but as the PI, you play the key role of defining the work to be done. Monitoring efforts should be put into place right at the beginning to not only demonstrate performance to agreed-upon deliverables but also to be able to take corrective action should things go awry.

Additionally, the regulations associated with cost-sharing and matching funds have changed in recent years and the monitoring and tracking of both can become problematic unless you have a solid monitoring system in place.

During this information-packed webinar, your expert presenter, Dr. Michael Lesiecki, uncovers the key features PI’s need to include to build a successful monitoring system. Learn what auditors look for as evidence of adequate or inadequate monitoring practices, quickly identify high risk areas that require extra monitoring, and walk-away with effective strategies to implement when things go wrong.

Webinar Formats: CD, MP4 or PDF Transcript.

Purchase the entire series for only $199          Purchase this Webinar ONLY for $69

 

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Grants Management: Reporting and Revision Strategies Funders Will Applaud

60-Minute On-Demand Webinar available in CD-Rom, MP4 and PDF Transcript.

Now that your proposal has become a funded grant, reporting is a must. Although every PI recognizes the need for periodic reporting to the funding agency, a proactive approach to timely reporting can help in the overall project management.

In the course of any project a PI can expect changes in the project’s circumstances, and the funding agency expects the PI to adapt to those circumstances. Project revisions need varying levels of approval from something as simple as a no-cost extension to a formal ok from a program officer to revise budget or major goals or objectives of a project.

In University audits, not submitting reports on time is one of the most common findings. However, reports can become a fundamental management device that gets the team and subawardees focused on deliverables. At your project kick-off meeting add project reporting to the agenda, stress timeliness and hound relentlessly if you need to.

During this how-to webinar, your expert presenter, Dr. Michael Lesiecki, will show you how to make reporting an integral part of the project activities. You will also dig into what the funding agency does with the reports, how they are used to authorize next funding increments and how they help program officers demonstrate the value of the program. When done effectively, reports can become a powerful external and internal communications tool.

Webinar Formats: CD, MP4 or PDF Transcript.

Purchase the entire series for only $199          Purchase this Webinar ONLY for $69

 

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Grants Management: Tackling Compliance Requirements Like a Pro

60-Minute On-Demand Webinar available in CD-Rom, MP4 and PDF Transcript.

Although every PI recognizes the need for compliance they often wish someone else would worry about it. The NIH defines compliance in part as the effective management of public funds to maximize research outcome. Compliance also implies the avoidance of mismanagement of federal funds.

Recent reviews of audit findings at Universities point out several compliance issues including Conflict of Interest. Unfortunately, identifying and managing the many potential sources of conflicts of interest is not that simple.

Additionally, although many PIs seem to understand the rules and regulations with Human Studies Research – ensuring compliance with the Institutional Review Boards that oversee this type of research is easier said than done. There are also several “special cases” that involve complying with procedures and regulations for participant support and program income. Both of which are closely scrutinized by auditors.

During this insightful webinar, your expert presenter, Dr. Michael Lesiecki, delineates how to develop a management process that results in fulfillment of compliance, shares effective approaches for easing the burden of data management, provides proven methods for managing conflicts of interest, and much more.

Webinar Formats: CD, MP4 or PDF Transcript.

Purchase the entire series for only $199          Purchase this Webinar ONLY for $69

 


Meet Your Expert Presenter:

Michael Lesiecki, PhD, is the principal investigator for a large grant from the National Science Foundation’s Advanced Technological Education program. He has 27 peer-reviewed journal publications and one patent. He received his PhD in Physical Chemistry from Oregon State University. He was a Research Professor at the University of Utah and an Associate Professor at the University of Puerto Rico. At Exxon Research and Engineering, Dr. Lesiecki worked as a Senior Scientist and at Candela Laser Corporation he was the Director of the Bioscience Division. He authored successful NIH Small Business Innovation Research proposals at Candela. Dr. Lesiecki currently serves on proposal review committees for the NSF, Department of Education and Department of Labor.

 


LIMITED-TIME OFFER UNTIL SEPT. 12TH:

Purchase the entire series for only $199, a savings of $800
(reg. price $999).


PLUS! Get two of PIA’s executive reports in PDF format: Research Paper Authorship and Intellectual Property & Patents: Vital Facts Every PI Needs to Know, both offering expert tips, tactics and advice you simply can’t ignore. A $328 value, yours FREE!

 


Click Here to Order the Entire Series Online, Call 800-303-0129 ext. 506
or fax your order form today.

 


100% Satisfaction Guaranteed.

These Webinar presentations are brought to you as a training tool by the Principal Investigators Association, which is an independent organization. The presentation, tools presented and their contents are not connected with the National Institutes of Health (NIH) or the National Science Foundation (NSF), nor are they endorsed by these agencies. All views expressed are those personally held by the presenter and are not official government policies or opinions.