Pre-Conference Workshops

Wednesday, June 15, 2022, 8:30 AM - 12:00 PM

WS2: Pre-Award Essentials: 

This workshop will provide information how to review and utilize the information in the Request for proposal or grant application request to learn the important items needed for the proposal submission.  We will review forms, allowable budget items as well as what must be included in the proposal.  We will provide a suggest timeline for assembling your proposal.  Tips and hints from the University Office of Sponsored Research team member perspective as well as a department perspective will be provided as well.

 Content LevelIntermediate.

Learning Objectives:
  1. Learning how to read and pull the essential information for a successful proposal from the Request for proposal.
  2. Review federal forms and other possible forms needed for submission.
  3. Learn the basics for creating a budget and how to assemble your proposal. 
  4. Learn tips for getting the needed Central office approval and having your proposal submitted on time.

Karen McFarland,  Research Administrator (Ret.) The University of North Carolina at Chapel Hill
Amy G. Elliott, MPA, Sponsored Projects Business Officer/AOR,  The University of North Carolina at Chapel Hill     

Wednesday, June 15, 2022, 1:00 PM - 4:30 PM

WS4: Post-Award Essentials:  Principles of Post-Award Research Administration

Receiving an award is one of the most exciting steps in the research administration life cycle. However, with that notice comes with a level of responsibilities that can feel overwhelming and confusing. The post award phase of research administration includes implementing the grant, monitoring expenses, reporting progress, billing, and completing the closeout process.

During this phase of the award life cycle, the research administration objectives are achieved through a collaborative effort between Principal Investigators, Departments, Office of Sponsored Research, Contracts and Grants Accounting (CGA), and often with a participation of many other internal and external contributors.

This workshop will build the foundation necessary to understand the post-award research administration lifecycle, the core responsibilities for managing the award, and key terms that will increase productivity and improve accuracy. Join our presenters who have a combined 65 years’ experience in the life cycle management of research projects as we navigate the ins and outs of post-award research administration.

Content LevelAll Levels 
Learning Objectives:
  1. Receiving and Establishing an Award – Understand the award documents and requirements, review cost share requirements, impact of Subrecipients.
  2. Award Management – Understand the management of expenditures and monitoring for compliance, Subrecipient Monitoring and the impact, What to do in cases of Changes to Awards.
  3. Post Award Changes – Review and understand the key terms of post award changes, including no cost extensions, prior approval requests, rebudgets, and changes in scope.
  4. Financial Reporting and Closeout – Understand the needs for financial reporting and closeout.


    Windy Batten, CRA, Assoc. Director, Research Operations, Duke University School of Medicine

    Rebecca Hausmann, CRA – Senior Grants & Contracts Manager, Dept. of Psychiatry & Behavioral Sciences Duke University School of Medicine

    Zarrin T. Brooks, CRA, Grants and Contracts Manager, Dept. Of Psychiatry & Behavioral Sciences, Duke University School of Medicine

    WS5: Leading Diverse Teams

    Diversity in research means that people of different ages, different social and ethnic groups, and different genders participate in the research enterprise. Research has shown that organizations that build an inclusive culture, with individuals from different cultures and backgrounds, have higher market share, better brand visibility, and an increased ability to serve diverse populations. U.S. workforce is more ethnically diverse than ever before. According to a Pew Research Center report on demographic trends, the U.S. will not have a racial or ethnic majority by 2055. While having a diverse workforce is good business, leading a diverse team presents unique challenges for research administrators. This chat acknowledges implicit bias and the crucial conversations this unique moment affords us as a result of self awareness. Case studies are offered to help facilitate becoming comfortable with “the uncomfortable.”

    Content Level:  All Levels 
    Learning Objectives:
    1. Discuss diverse thoughts and experiences of the research administration community.
    2. Acknowledge implicit biases through authentic self reflection
    3. Get comfortable doing “the uncomfortable”
    Renee J. Vaughan, CRU Financial Practice Manager, Duke University School of Medicine
    Pamela Montgomery, Assist. Director, Finance & Admin., John Hope Franklin Humanities Inst., Duke University


    Concurrent Sessions

     *Additional education program details coming soon!

    Thursday June 16, 2022, 9:45 AM - 10:45 AM

    S1:  Cost Transfers

    Cost transfers, what are they and why are they an important part of grants management? Cost transfers are best described as the process by which we reallocate expenses that were initially charged incorrectly. This session is designed at the basic level for the new departmental administrators based on the lessons learned from a departmental grants manager. Who is responsible for maintaining information, who is responsible for approval, and the importance of preparing cost transfers within the allowable time frame.  At each step of the process, the speakers will look at policies and procedures that ensure cost transfers are compliant with federal and institutional regulations.

    Content Level: Basic

    Learning Objectives:
    1. Learn the basics of cost transfer and the implications behind them
    2. Learn strategies of how to handle late cost transfers

    Dr. Kimberly S. McKoy, PhD, CRA,  Assistant Director for Pre-Award  North Carolina State University , College of Natural Resources  Research Administration;  Pamela Montgomery, MPA, Assist. Director Finance and Administration, John Hope Franklin Humanities Center, Duke University

    S2: Reimagining Work:  Lead From Anywhere! 

    Lively discussion of best practices for managing hybrid teams, remote,  onsite and anything in-between.  Panelist offer guidelines for on-boarding, communication, and maintaining strong team culture.

    Content LevelAll Levels 

    Learning Objectives:
    1. Discuss hiring across state lines, on-boarding and managing remote teams
    2. Review strategies for training, building strong team culture and managing multiple types of work solutions.
    3. Provide tips for communicating virtually and performance goal setting and tracking.

    Windy Batten, CRA, Assoc. Director, Research Operations, Duke University School of Medicine.
    Rebecca Hausmann, CRA, Senior Grants & Contracts Manager, Dept. of Psychiatry & Behavioral Sciences,
    Duke University, School of Medicine

    S3:  Ensuring Success! Determining Study Feasibility At Your Site

    Many factors determine financial and logistical feasibility of clinical research studies for your site and is applicable for all studies (i.e., investigator initiated, industry funded, foundation funded or federally funded). This session provides an overview of standard operating process and tools necessary to make this determination; developed from study examples and case studies.  Tips on reviewing initial documents such as site feasibility questionnaires, proposed contract, sponsor budget, protocol with schedule of events and informed consent in the development of accurate internal cost projections and budgets will be reviewed.

    Content Level: All Levels

    Learning Objectives:
    1. Analyze the factors impacting logistical and financial feasibility determinations for your site.
    2. Cite case study scenarios and mechanisms to determine merit: and financial review of  timelines, targets and costs.

    Renee J. Vaughan, M.Div., MA. CRA, CRU Financial Practice Manager, Duke University School of Medicine

    Thursday, June 16, 2022, 11:00 AM - 12:00 PM

    S5: Alphabet Soup: UEI, ORCID, SciENcv, DPI is this My Order

    Overview of strategies to reduce the administration burden throughout the research landscape of maintaining up-to-date data records, comply with disclosure requirements and adhere to federal regulations listed in the Office of Science Technology Policy (OSTP), NIH and NSF guidance.

    Content Level: Basic

    K. Victoria Hyman, R.H.Ed., MA., Research Compliance Officer, Campbell University

    S6: Coaching and Retaining Current and Future Generations

    This session will discuss how coaching and mentoring are key factors to success in leading a multi-generational workforce.

    Content Level: All Levels 

    Learning Objectives:
    1. We will illustrate with "real life" examples of what is timeless in the work of research administration
    2. The focus will be on how commonalities, rather than differences are keys to success and can be integrated into coaching and mentoring employees.

    John S. Sites, Director, Huron Consulting
    Suzanne Skiner, Sr. Analyst, Huron Consulting

    S7: National Institutes of Health (NIH) Update

    This session will cover new developments at the National Institutes of Health (NIH) programs, policies, people and budgets.  NIH staff will provide a comprehensive review of what is new and developing at NIH.  Participants will learn about current and future NIH budgets, agency priorities and involvement in electronic initiatives, including advances with proposal submission modernization and  Participants will learn about the upcoming changes to NIH policies and procedures.

    Content Level: Basic and Intermediate, 
    Learning Objectives:
    1. Basic overview information of the NIH its budget, its structure, and its funding opportunities
    2. New and emerging initiatives at NIH, changes and implications for proposal development and project management

    Carrie Mitchell, Assistant Grants Policy Officer, Division of Grants Policy, NIH OPERA

    Kasima Garst, Systems Policy Analyst, Systems Policy Branch, OPERA 
    Corey Taylor, Assistant Grants Compliance Officer, Division of Grants Compliance and Oversight, OPERA

    Thursday, June 16, 2022, 2:00 PM - 3:00 PM

    S9: Subawards: From Pre-award to Closeout

    Working with collaborators at other institutions has become rather common. This session will provide basic knowledge for beginners and some tips for more experienced grant administrators who have external subawards on their grants and contracts. We’ll cover topics throughout the life of an award from setting a timeline and what to ask for during pre-award, to managing the subaward, and to closing it out.

    Content Level: Basic
    Learning Objectives:
    1. How to plan and to submit a proposal with a subaward
    2. What to do at the time of an award
    3. How to fiscally monitor your subawards
    4. How to have a smooth closeout with a subaward

    Phil Grosshans, Associate Director, Duke University Quantum Center

    S10: Research Administration: Where We Come From and Where Are We Going

    This session is an opportunity to learn the history of Research Administration (RA) in the United States.  We will travel through the years and look at the developments since FDR started the initiative through today.  We will invoke the audience to join us in looking at some predictions made at a Huron Conference and come up with our own ideas of where we are going in the future.  We want this to be an exchange of ideas with everyone including ideas of how we might influence the direction of the RA's future.

    Content Level: All Levels
    Learning Objectives:
    1. Provide insight to how RA developed over the years and is intended to be an interactive experience fostering creative ideas of what our future in RA may look like as well as improving our network within the chapter
    2. Participants will leave this session with a new understanding of RA in the US as well as new networking connections to use when needed.

    Ellen Brearley, CRA RAA, Senior Grants and Contracts Administrator, Department of Electrical & Computer Engineering, Duke University
    Lisa Walker, MBA, Assistant Dean for Research Finance and Operations, The School of Health and Human Sciences Office of Research, University of North Carolina Greensboro

    S11: Emerging Leaders: Building Better Teams

    This session is designed to improve productivity, promote better decision making, build better teams, and train future leaders to have a management style that is conducive to a positive working atmosphere.

    Content Level: All Levels
    Learning Objectives:
    1. Determine why to have meetings and what are your desired outcomes
    2. Identify important leadership qualities and skills
    3. Learn what you can do to make public speaking effortless

    Brenda Johnson, Director of Operations, State Employees Association of North Carolina (SEANC)
    Charles Johnson, Associate Warden IV, Department of Public Safety

    Thursday, June 16, 2022, 3:15 PM - 4:15 PM

    S13: Sub-awards and Subrecipient Monitoring and Other Jedi Skills

    Overview of the requirements under OMB Uniform Guidance 2 CFR 200 as it relates risk assessment and monitoring, and understand documentation obligations for ongoing monitoring. Participants will share best practices within their respective organizations so that “your focus determines your reality."

    Content Level: Basic
    Learning Objectives:
    1. Learn best practices for conducting risk assessments for super zippiness and how to manage risk mitigation
    2. Recognize the required actions needed to adequately monitor subrecipients

    K. Victoria Hyman, R.H.Ed., MA, Research Compliance Officer, Campbell University

    S14: Making a Difference in your Current Role

    In this interactive session we will discuss ways to become more effective in your department and when you are working with other departments, faculty, and staff to complete your job as a research administrator. Searching for meaning and purpose in your work lives can be challenging at times. This session can assist you in finding your value in your organization.

    Content Level: All Levels

    Dr. Kimberly S. McKoy, PhD, CRA, Assistant Director for Pre-Award, College of Natural Resources, Research Administration, North Carolina State University
    Pamela Montgomery, MPA, Assistant Director, Finance and Administration, John Hope Franklin Humanities Center, Duke University

    S16: Not Another Leadership Talk: What They Don't Tell You About Being a Leader

    Erin M. Lynch, Associate Provost of Scholarship, Research, and Innovation, Winston-Salem State University