iSRA Financial Management Conference - Financial Management Certificate

About the Financial Management Certificate 

When institutions solicit funding from external sponsors to support major functions such as instruction, research, and other sponsored activities, it is integral for organizations to demonstrate adequate resources are available to ensure sound financial management is present as stewards of external financial support. As a result, it is incumbent upon institutions to ensure that its administrative research staff possesses the knowledge, skills, and abilities to execute their responsibilities.

The Financial Management certificate provides administrative research staff with an understanding of best financial management practices surrounding the following areas:

  • Service Centers,
  • F&A Negotiations,
  • Financial Reporting,
  • Audit/Internal Controls,
  • Sub-recipient Monitoring,
  • Property/Equipment/Procurement Standards, and Compensation.

The certificate provides an understanding of the regulatory framework for the direct and indirect costing of sponsored program activity, financial management decision-making and fiscal compliance of sponsored programs. Whether new to the profession or a seasoned administrator who has had significant exposure to the financial management of sponsored research, the certificate offers benefits to all administrative research professionals who are responsible for extending financial support to any pre or post-award activities.

How to Earn the Financial Management Certificate 

The Financial Management Certificate will be offered in full at the iSRA Financial Management Conference. Attendees for this conference are eligible to receive the certificate by attending identified required and elective sessions and workshops. To earn Certificate credit:

1.) Attend the identified required and elective sessions, and workshop.
2.) Download the tracking sheets for the Financial Management Certificate and fill out the tracking sheets with your information. Write “FM 2022” in the space next to each session and workshop you complete.
3.) Once all coursework has been completed email your completed documentation to to receive your certificate of completion.

Certificate Program Requirements

FM is comprised of one workshop, five required sessions and three elective sessions. The required courses will be listed below soon; the electives may vary from meeting-to-meeting.

*The Certificate Tracking Sheets are subject to change. Please check the website regularly to see if any sessions have been moved, added or cancelled. If you attended a workshop or session at a previous SRAI meeting, list the meeting on the line next to the course. SRAI staff will verify your attendance at previous meetings.