AM62 Program

THE POWER OF

National Council of University Research Administrators

62nd Annual Meeting August 9–12, 2020 Washington, DC

Welcome Dear Colleagues:

The AM62 Program Committee has been finalizing the 62nd Annual Meeting program “The Power of You,” scheduled for August 9-12, 2020 in Washington, D.C. The theme represents how we, as research administrators, have the power to inspire others, increase our success, and be a source of strength. It is practical and gives each of us a sense of controlling our own selves so we can positively impact others around us. The Power of You is an opportunity to discover our greatness from within, understand and cultivate every aspect of our professional lives, and reach our fullest potential with confidence.

The vastly knowledgeable, diverse, and inclusive program committee members bring unique perspectives for which the participants will benefit tremendously. The workshops, panel presentations, concurrent sessions, discussion groups, and networking events are intended to create a meeting that is about You and for You. During the planning stages, the committee members expressed a desire that every offering provide attendees “knowledge, data and tools that can be immediately used, engagement, insight, connection, inspiration, enlightenment, collaboration, synergy, empowerment, and fun!”

We hope attendees and family members of all ages join us on Sunday evening as we visit the newly opened International Spy Museum in Washington, D.C. To continue the good times, on Tuesday evening, please join us for a casual, speakeasy-style “Roaring 20’s” celebration of the milestone year 20-20. On Monday and Tuesday nights, each of the regions will host a NetZone where attendees can meet members within their own region or globally trot across all regions, as many opt to do each year.

AM62 is the culmination of nearly a year of dedication and hard efforts from the program committee, NCURA staff, presenters, and volunteers. We are grateful you have taken the time to attend and hope that you take advantage of a wide range of professional development offerings, expand your research administration network, and, most of all, feel The Power of You by the end of the meeting!

Join us for this year’s 62nd Annual Meeting, The Power of You! AM62 Chair and NCURA Vice President

AM62 Co-Chairs

Rosemary

Denise Jennifer

Rosemary Madnick

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Denise Moody

Jennifer Rodis

National Council of University Research Administrators | www.ncura.edu | #ncuraannual

Program Committee VICE PRESIDENT, AM62 CHAIR Rosemary Madnick, University of Alaska Fairbanks

POSTER SESSION LIAISONS David Smelser, University of Tennessee Donna Smith, Massachusetts General Hospital

CO-CHAIRS Denise Moody Jennifer Rodis, University of Wisconsin-Madison CLINICAL/MEDICAL Angela Charboneau Wishon, Prisma Health Manilyn Matau, University of California-Irvine DEPARTMENTAL Sandra Logue, University of Colorado Anschutz Medical Campus Sinnamon Tierney, Boston University EXECUTIVE Richard Seligman, California Institute of Technology FEDERAL/SPONSORS/AGENCIES Charisse Carney-Nunes, National Science Foundation Janet Strait, Cornell University

PRE-AWARD Marc Haon, University of South Carolina Courtney Swaney, University of Texas at Austin PREDOMINANTLY UNDERGRADUATE INSTITUTIONS Michael Castilleja, University of the Incarnate Word Martin Williams, William Paterson University PROFESSIONAL DEVELOPMENT/ PERSONAL GROWTH Melanie Hebl, University of Wisconsin-Madison Stella Sung, University of California-San Diego RESEARCH COMPLIANCE AND ETHICS Carpantato Myles, University of Alabama Elizabeth Peloso, University of Pennsylvania RESEARCH DEVELOPMENT Randy Ozden, Streamlyne

FINANCIAL/POST-AWARD Alicia Asgari, Cayuse

Michelle Schoenecker, University of Wisconsin-Milwaukee

Tim Schailey, Thomas Jefferson University Bonniejean Zitske, University of Wisconsin-Madison

SYSTEMS/DATA/METRICS Lori Ann Schultz, University of Arizona

GLOBAL FOR U.S. AND NON-U.S. Eva Björndal, King’s College of London

WORKSHOPS Matthew Kirk, University of Southern California

Robin Riglin, The Pennsylvania State University

Robyn Remotigue, University of North Texas Health Science Center at Fort Worth

Nicolas Schulthess, Lucerne University of Applied Sciences and Arts NEW PRESENTER LIAISONS Michiko Pane, Stanford University Georgette Sakumoto, University of Hawaii

August 9 – 12, 2020 | Washington, DC | The Power of YOU

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Thank You

to the following sponsors for your generous support

NCURA GOLD PLUS MEMBER SPONSORS

®

NCURA GOLD MEMBER SPONSOR

NCURA SILVER PLUS CONTRIBUTING SPONSOR

NCURA SILVER CONTRIBUTING SPONSOR

FOLLOW US @NCURA

#ncuraannual 4

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Conference Overview GENERAL CONFERENCE INFORMATION

PRE- AND POST-CONFERENCE WORKSHOPS AND SENIOR LEVEL FORUMS

AM62 CONCIERGE/REGISTRATION

SATURDAY | AUGUST 8, 2020 47

4:00 – 7:00 pm: Registration

Welcome Lounge

(ADDITIONAL FEE REQUIRED)

Saturday: 4:00 – 7:00 pm Sunday: 7:15 am – 6:30 pm Monday: 7:15 am – 5:00 pm

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OVERVIEW

16

SUNDAY | AUGUST 9, 2020

SATURDAY | AUGUST 8, 2020 1:00 – 4:30 pm: Half Day Afternoon Workshops

NETWORKING and EVENTS 49 6:00 – 6:30 pm: Board Buses

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SUNDAY | AUGUST 9, 2020 8:15 am – 4:30 pm: Full Day Workshops

Tuesday: 7:15 am – 5:00 pm Wednesday: 7:30 am – Noon NCURA MARKETPLACE and COMPLETE YOUR MEMBER PROFILE

Sunday: 1:00 – 5:00 pm

7:00 – 10:00 pm: Networking Event: Night at The International Spy Museum

9:00 pm: Regional Hospitality and The Netzone!

21 8:15 – 11:45 am:

Monday: 9:45 am – 5:00 pm

Tuesday: 7:15 am – 5:00 pm

Half Day Morning Workshops

Wednesday: 7:30 – 10:30 am

32 1:00 – 4:30 pm:

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42 WEDNESDAY | AUGUST 12, 2020

OVERVIEW

Half Day Afternoon Workshops 1:00 – 4:30 pm: Half Day Afternoon Workshops

45 THURSDAY | AUGUST 13, 2020

8:30 am – 4:30 pm: Full Day Workshop

MONDAY | AUGUST 10, 2020

TUESDAY | AUGUST 11, 2020

WEDNESDAY | AUGUST 12, 2020

FITNESS 52 6:15 – 7:15 am: NCURA Fun Run & Power Walk

FITNESS 63 6:15 – 7:00 am: Yoga Bliss

NETWORKING and EVENTS 79 7:30 – 8:15 am: Annual Business Meeting and Continental Breakfast

NETWORKING and EVENTS

7:15 am – 5:00 pm: Exposition 2020

7:15 – 8:00 am: Continental Breakfast and Breakfast Connect Tables

69

11:30 am – 1:00 pm: Luncheon, Presentation of Awards and Volunteer Recognition

NETWORKING AND REFRESHMENT BREAK 10:00 – 10:30 am NOON ADJOURNMENT­

NETWORKING and EVENTS

7:15 am – 5:00 pm: Exposition 2020

7:15 – 8:00 am: Continental Breakfast and Breakfast Connect Tables

52

8:15 – 9:45 am: Keynote Address and Presentation of Awards

55 58

11:30 am – 1:15 pm: Networking Luncheon

77

2:45 – 3:45 pm: Regional Business Meetings

7:00 – 11:00 pm: Tuesday Night Event – Roaring 20s Party

61 61

5:30 pm: Zoo Power Walk

9:00 pm: Regional Hospitality and The Netzone!

9:00 pm: Regional Hospitality and The Netzone!

6:00 pm: Monday Evening Dinner Groups

EDUCATION SESSIONS 53 10:15 – 11:30 am

55 58

1:30 – 2:30 pm 4:00 – 5:00 pm

NETWORKING and REFRESHMENT BREAKS 9:45 – 10:15 am 2:30 – 2:45 pm 3:45 – 4:00 pm

EDUCATION SESSIONS 79 8:30 – 10:00 am

82

10:30 am – Noon

EDUCATION SESSIONS 8:15 – 9:45 am

63 66 69 72 75

10:15 – 11:30 am 1:15 – 2:15 pm 2:45 – 3:45 pm 4:00 – 5:00 pm

NETWORKING and REFRESHMENT BREAKS 9:45 – 10:15 am­ 2:15 – 2:45 pm 3:45 – 4:00 pm

August 9 – 12, 2020 | Washington, DC | The Power of YOU

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Events SUNDAY, AUGUST 9 | 7:00 – 10:00 PM NIGHT AT THE INTERNATIONAL SPY MUSEUM

NCURA’s 62nd Annual Meeting will begin at the NEW International Spy Museum! The International Spy Museum features the largest collection of international espionage artifacts ever placed on public display. From the ice axe used to kill Trotsky to the East German bra camera used for surveillance photos, these artifacts illuminate the work of spies and espionage operations as well as help bring to life the strategies and techniques of the people behind some of the most secretive missions in world history. Go inside the hunt for bin Laden, hear real spies tell the stories of their most pulse pounding moments, or just try to hang like James Bond. You can also enhance your visit by accepting the Undercover Mission. This RFID-enabled experience tracks your performance on interactives and provides you with a debrief upon conclusion.

MONDAY, AUGUST 10 | 8:15 – 9:45 AM KEYNOTE ADDRESS

THE

POWER OF

Join us for an outstanding keynote address from an NBC Award-Winning Journalist, Political Reporter and White House/Capitol Hill Correspondent.

MONDAY, AUGUST 10 | 11:30 AM – 1:30 PM NETWORKING LUNCHEON

AM62

Roaring 20s

Party

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TUESDAY, AUGUST 11 | 7:00 – 11:00 PM TUESDAY NIGHT CELEBRATION – ROARING 20s PARTY

Following a great day of sessions, enjoy a casual, speakeasy-style Roaring 20’s celebration of this milestone year! Travel back in time to an era of intrigue and elegance. Feel free to come in your flapper dress or dapper suit for food, beverages and music at our exclusive NCURA speakeasy!

National Council of University Research Administrators | www.ncura.edu | #ncuraannual

Networking When two or more people begin to discuss topics on a deeper and personal level, the NCURA Annual Meeting moves from being successful…to irreplaceable!

Participating in the NCURA 62nd Annual Meeting gives you a unique opportunity to network with Research Administrators who face the same day-to-day issues as you. There are a number of benefits to networking with your colleagues at NCURA’s AM62!

BRAINSTORMING. If two heads are better than one – just imagine how much better 20 or 30 heads will be. By networking with other people in your same situation you can uncover new solutions, new ideas and even new ways of looking at situations.

RECHARGE. Comparing notes with other professionals helps to reinvigorate your enthusiasm. You are not alone!

CONTACTS. Establishing a contact list of people you have personally met through networking at NCURA’s 62nd Annual Meeting makes future communications more personal whether it’s a call for information or a question.

RESOURCE SHARING. Connecting with other Research Administrators, on a first name basis, makes sharing resources easy and helps ideas flow!

MAKE NEW FRIENDS. It is not an unusual phenomenon for long-lasting friendships to originate at NCURA Conferences!

NCURA’s 62nd Annual Meeting creates an excellent platform to network, share stories and experiences, ask for advice and generally compare notes. You can learn new techniques and different ways to approach situations.

It is the people that bring the ROI to your NCURA Annual Meeting experience. Don’t miss it!

August 9 – 12, 2020 | Washington, DC | The Power of YOU

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Staying Fit while traveling Changing time zones, networking, educational sessions, dinner groups…let’s face it—travel to the Annual Meeting could leave you with little opportunity for fitness.

And while you may be tempted to “forget” your gym clothes altogether, consider this: staying active can give you the energy and stamina you need to help you through those full days in Washington, DC! In fact, recent studies suggest that business travelers who exercise while they travel can improve reaction and alertness by up to 61%. Moreover, exercise boosts immunity defenses, triggers the release of brain endorphins, and even helps you sleep better. Check out our fitness options for you!

MONDAY: 6:15 – 7:15 am

FITNESS TRACK: FUN RUN AND POWER WALK Come and enjoy a morning of fitness, fun and friendship!

Meet in the main lobby at 6:15 am for this burst of fresh air.

MONDAY: 5:30 pm

ZOO POWER WALK

Join your colleagues for an evening power walk to the Smithsonian’s National Zoo! A great way to end your busy day with fresh air and meet new colleagues. Members will be meeting at the terrace level entrance at 5:30 pm on Monday, walk to the zoo and enjoy a 1 hour power walk, leaving the zoo at 7 pm, returning back to the hotel at 7:30 pm. NCURA staff will meet you at the terrace level entrance to see you off with maps of the zoo to guide your Powerwalk!

The Hilton is at 1919 Connecticut Avenue and the Zoo is at 3001 Connecticut Avenue, NW so it is a straight shot up Connecticut Avenue. Last admittance into the Zoo is at 6:00 pm, and Zoo closes at 7:00 pm.

No sign up required...meet you on the terrace Monday at 5:30 pm!

TUESDAY: 6:15 – 7:00 am

YOGA BLISS

Join NCURA’s own Tara Bishop for this restorative practice. We will bring ourselves back to our natural state of balance and tap into the bliss of body, mind and spirit. Namaste.

FITNESS CENTER

Open Monday-Friday, 5:30 am-10:00 pm; Saturday/Sunday, 6:00 am-10:00 pm. Keep to your fitness regimen in Hilton’s fully appointed fitness center with cardio treadmills and a variety of body toning machines and free weights – all guests staying at the hotel enjoy complimentary access to the fitness center. All guests staying at the hotel also enjoy complimentary access to the pool from 6:00 am- 10:00 pm.

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual

Certificate Program NCURA is offering a certificate program during the NCURA 62nd Annual Meeting, August 9-12, 2020.

Registrants of the conference can pick one certificate to earn. You cannot earn multiple certificates during the conference. There are 10 time slots during the conference. Participants must participate in six sessions listed on the worksheet. The remaining four sessions are considered electives and can be from the certificate you are pursuing or from any track. Breakfast connect table sessions do not apply.

There is no additional fee to participate in the Certificate Program and pre-registration is not necessary.

Final worksheets, including the link to submit your sessions, will be posted on July 29, 2020. ●

● Please print out your certificate worksheet to help you plan and track your sessions onsite.

Use the URL on the worksheet to complete your certificate request electronically by September 4, 2020. ●

The URL will open after the close of the meeting.

●

Certificates will be issued by September 11, 2020.

●

After July 29, you can review which sessions will be eligible for each certificate by clicking on each name below to see that certificate’s session list: Clinical/Medical Departmental ● Executive ● Federal/Sponsors/Agencies ● Financial/Post-Award ● Global ● Pre-Award ● Predominantly Undergraduate Institutions ● Professional Development/Personal Growth ● Research Compliance and Ethics ● Research Development ● Systems/Data/Metrics ● ●

Note: Incomplete requests will not be eligible for certificates.

QUESTIONS?

Please contact Tracey King, Senior Manager, Conferences and Sponsors king@ncura.edu

August 9 – 12, 2020 | Washington, DC | The Power of YOU

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Poster Sessions NCURA’S ANNUAL CONFERENCE POSTER PROGRAM is an opportunity for individuals to

share their new, innovative ideas and achievements with their colleagues. NCURA offers dedicated times for poster presenters to present and discuss their posters with the diverse group of attendees. Presenting a poster at NCURA’s Annual Conference is a noteworthy way to share expertise or accomplishment in a specific area while contributing to research administration. Please consider participating in this great event and becoming an integral part of NCURA’s Annual Conference.

Poster boards are 4’ x 8’ and posters should fit within these dimensions. Poster boards will be freestanding, with a surface that will allow push pins to secure the display, located in the exhibition hall. Because posters are evaluated partially on their layout, NCURA does not suggest a format or layout to the poster information.

SUBMISSION OF THE POSTER

Please review the Abstract Submission Guidelines for complete instructions: see guidance here (enter link to guidance). To submit your abstract, click here.

You may submit your abstract for acceptance before your register for the conference but must register after acceptance. At least one of the poster’s authors must be a registered conference attendee. Click Here to register for the conference.

Deadline for submission: June 15, 2020 Final Committee Acceptances will be made with notification no later than June 30, 2020.

IF SELECTED

Presenters will provide posters that fit on a 4’ x 8’ pin board, and that illustrate their innovations. Push pins will be provided. Text should be in a font large enough to be visible from a comfortable reading distance, with the number of tables or figures, diagrams, pictures, graphs and illustrations at the discretion of the presenter(s). Accepted posters will be displayed during the Annual Meeting, with a designated time for presenters to accompany posters and speak about their innovation.

JUDGING

Posters will be judged by both attendees and a review committee, with Awards presented during the meeting.

AWARDS

Awards will be presented in the below Categories: 1. Best Policy & Process Improvement 2. Most Influential Human Capital Development 3. Best Research on Research 4. Top Poster Overall

AWARDS TERMS AND CONDITIONS FOR POSTER SUBMISSIONS

Poster presentations must be submitted by NCURA members, and if selected, the presenter must register for the Annual Meeting.

The Poster Session will be open to the press. Submission of a poster presentation for review, implies permission for media coverage and publicly available online and in Meeting Mobile App. • Authors are limited to 1 poster as a “Lead” Presenter • Selection decisions are final • Poster submission is taken as an agreement to present an accepted format at the scheduled time.

Poster Content and Development questions may be directed to: David Smelser, dsmelser@utk.edu Donna Smith, dsmith23@mgh.harvard.edu 10

National Council of University Research Administrators | www.ncura.edu | #ncuraannual

General Information REGISTRATION

Registration is available at www.ncura.edu and is open to any individual engaged in the administration of sponsored programs in a college, university, or teaching hospital. Please Note: Learning objectives for each session will be noted in the conference program. Please consult the session descriptions for program level details. The only prerequisite for meeting attendance is current involvement in university sponsored research programs. There is no advanced preparation required to attend sessions. This conference is a “group-live” offering. For information regarding administrative policies such as complaint resolution and refund, please contact our office at 202-466-3894.

CPE INFORMATION FOR CERTIFIED PUBLIC ACCOUNTANTS

NCURA is accredited by the National Registry of CPE Sponsors. This program is administered by the National Association of State Boards of Accountancy (NASBA) to sponsor and award Continuing Professional Education credits (CPEs) to accounting professionals. Certified Public Accountants will need to complete a CPE credit slip for each session you attend in order to receive CPE credits.

CPE forms are available at the NCURA concierge desk.

Forms must be deposited in the CPE boxes located at the NCURA Concierge desk at the end of the conference. In accordance with the standards of the National Registry of CPE Sponsors, 50 minutes equals 1 CPE. Depending on the sessions and workshops you choose to attend a maximum of 37.8 CPE credits can be issued for NCURA’s 62nd Annual Meeting. Fields of study available are Specialized Knowledge and Applications- Technical (S) and Personal Development- Non-Technical (PD).

CPE Credits will be available for concurrent sessions, pre- and post-conference workshops and senior level forums. Discussion groups and the keynote address are not eligible for CPE credits.

Maximum Credits Available: 14.4 CPEs 18.2 CPEs 22.2 CPEs 26.0 CPEs 30.0 CPEs 33.8 CPEs 37.8 CPEs

Conference Only Conference + ½ Day Workshop Conference + Full Day Workshop(s) Conference + 1 ½ Days of Workshops Conference + 2 Days of Workshops Conference + 2 ½ Days of Workshops Conference + 3 Days of Workshops

OTHER INFORMATION

NCURA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

NCURA’s CERTIFICATE PROGRAMS

NCURA’s Certificate Programs will be available at the 62nd Annual Meeting. See page 9 for details.

CEU INFORMATION FOR ALL PARTICIPANTS

NCURA will be offering CEUs for the Annual Meeting and Pre-and Post-Conference Workshops. The Continuing Education Unit (CEU) is a nationally recognized unit designed to provide a record of an individual’s continuing education accomplishments. Please note, CEUs are calculated based on the standard formula of 1 CEU = 10 contact hours.

Maximum Credits Available: 13.5 Hours of Education – 1.4 CEUs: Conference Only 16.75 Hours of Education – 1.7 CEUs: Conference +1/2 Day Workshop 20 Hours of Education – 2 CEUs: Conference + Full Day of Workshops 23.25 Hours of Education – 2.3 CEUs: Conference + 1 1/2 Days of Workshops 26.5 Hours of Education – 2.7 CEUs: Conference + 2 Days of Workshops 29.75 Hours of Education – 3.0 CEUs: Conference + 2½ Days of Workshops 33 Hours of Education – 3.3 CEUs: Conference + 3 Days of Workshops Please note: All Continuing Education Units (CEUs) will automatically be sent to all registrants of the conference

by September 11, 2020.

Please Note: All Continuing Professional Education Credits (CPEs) will be issued by September 11, 2020.

August 9 – 12, 2020 | Washington, DC | The Power of YOU

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Session Definitions and Program levels SESSION DEFINITIONS

PRE- AND POST-CONFERENCE WORKSHOPS (WS) are presentations, traditionally supported with PowerPoint and handouts that are taught by topic experts in a classroom style setting. These sessions have built-in question and answer time and have anywhere from 20 – 70 participants.

SENIOR LEVEL FORUMS (SF) are intended for experienced participants in senior management positions.

Current issues and basics are presumed known. No PowerPoint slides or handouts are used. Agenda topics should be known but discussion should dictate the length and depth of each topic. Session attendance is limited to encourage discussion and active participation by attendees. * Please note – The Workshops and Senior Forums are the only sessions taking place on August 8 and 9, the afternoon of August 12, and August 13. There is an additional fee for Workshops and Senior Forums.

SESSION PROGRAM LEVELS

BASIC LEVEL SESSIONS assume some fundamental Research Administration knowledge.

INTERMEDIATE LEVEL SESSIONS assume basic knowledge, and the sessions introduce and develop topics that exceed basic knowledge. Sessions focus on building competency.

ADVANCED LEVEL SESSIONS assume mastery of the subject and the sessions focus on in-depth knowledge or a broader range of topics. Sessions focus on mastering more difficult and complex scenarios.

OVERVIEW LEVEL SESSIONS will provide a general review of a subject area from a broader perspective.

UPDATE LEVEL SESSIONS will provide a general review of new developments.

CONCURRENT SESSIONS are formal presentations that have question and answer time built-in. These sessions will have anywhere from 30 – 150 participants.

DISCUSSION GROUPS are facilitated sessions that are limited to 30 participants. Instead of formal presentations, the specific topics are discussed, and information is shared by the group’s participants.

OUR COMMITMENT TO DIVERSITY AND INCLUSION We want to offer you: cutting-edge programs that meet your needs; know what volunteer opportunities you want; and enhance your professional network. Please take a moment to update your membership profile here. NCURA is committed to diversity and inclusion in all activities. The full Statement on Diversity and Inclusion can be found here.

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual

Workshops and Senior Level Forum Overview NCURA PRESENTS 4 DAYS OF WORKSHOPS AT THE 62ND ANNUAL MEETING! PRE-CONFERENCE WORKSHOPS AND SENIOR LEVEL FORUM

POST-CONFERENCE WORKSHOPS

Saturday, August 8, 2020 Sunday, August 9, 2020

Wednesday, August 12, 2020 Thursday, August 13, 2020

PRE-CONFERENCE WORKSHOPS AND SENIOR LEVEL FORUMS SATURDAY, AUGUST 8, 2020 1:00 – 4:30 pm: Afternoon Half Day Workshops Workshop 1

Senior Forum 2

Embarking on the Leadership Path in Research Administration

Workshop 7

PROGRAM LEVEL: OVERVIEW

Workshop 8

Leading People and Managing Multiple Projects

PROGRAM LEVEL: ADVANCED Workshop 3

SUNDAY, AUGUST 9, 2020 8:15 am – 4:30 pm: Full Day Workshops Workshop 4

Workshop 9

Workshop 10 Workshop 11

It’s a Relationship: Communicating with Faculty

PROGRAM LEVEL: INTERMEDIATE Workshop 6

Building and Developing a MultiGenerational Team: Recruitment and Retention of Millennials and Gen Z

PROGRAM LEVEL: OVERVIEW

Essentials of Pre-Award

PROGRAM LEVEL: INTERMEDIATE Working with Industry: Negotiating Agreements and Other Nuances

PROGRAM LEVEL: INTERMEDIATE Workshop 12

8:15 – 11:45 am: Morning Half Day Workshops Workshop 5

Think Like a Leader, Lead Like a Multiplier

PROGRAM LEVEL: OVERVIEW

CPRA Workshop

PROGRAM LEVEL: OVERVIEW

Change Leadership: Because Change Management is not Enough

PROGRAM LEVEL: INTERMEDIATE

Business Communication: Beyond the Exchange of Words

PROGRAM LEVEL: OVERVIEW

Clinical Research: An Introduction

PROGRAM LEVEL: BASIC

Workshop 13

Navigating Federal Contracts

PROGRAM LEVEL: INTERMEDIATE Deep Dive: Utilizing an Internal Control Framework for UG Compensation Compliance

PROGRAM LEVEL: INTERMEDIATE Senior Forum 14 Open Door Leadership: Creating Opportunities for Those You Lead

PROGRAM LEVEL: INTERMEDIATE

August 9 – 12, 2020 | Washington, DC | The Power of YOU

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Workshops and Senior Level Forum Overview PRE-CONFERENCE WORKSHOPS AND SENIOR LEVEL FORUMS continued SUNDAY, AUGUST 9, 2020 1:00 – 4:30 pm: Afternoon Half Day Workshops Workshop 15 Workshop 16

Workshop 19

Introduction to Post-Award

PROGRAM LEVEL: BASIC All You Ever Wanted to Know about Subawards...and More!

PROGRAM LEVEL: INTERMEDIATE Workshop 20

PROGRAM LEVEL: BASIC Workshop 17

Show Me the Money! From Cash to Cards, Every Way you Can Pay

PROGRAM LEVEL: INTERMEDIATE Workshop 18

The 20/80 Rule; How to Mitigate the 20% of Proposals that Cause 80% of Award Headaches

PROGRAM LEVEL: BASIC

Can I Charge That? Cost Allowability from Budgeting through Closeout and Audit!

Critiquing Proposals When You’re Not a Writing or Subject Matter Specialist (Hands-On)

PROGRAM LEVEL: BASIC Workshop 21 Workshop 22

Women in Leadership

PROGRAM LEVEL: OVERVIEW From H2020 to HEU: What’s New and Different!

PROGRAM LEVEL: OVERVIEW Senior Forum 23 Organizing Your Office for Success and Efficiency

PROGRAM LEVEL: ADVANCED

POST-CONFERENCE WORKSHOPS WEDNESDAY, AUGUST 12, 2020

THURSDAY, AUGUST 13, 2020

1:00 – 4:30 pm: Afternoon Half Day Workshops

8:30 am – 4:30 pm: Full Day Workshop

Workshop 24

Workshop 26

Essential Tools and Best Practices for the Departmental Administrator

PROGRAM LEVEL: OVERVIEW Workshop 25

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NIH Day: Power Up! Time to Energize Your NIH Grants Process Knowledge

PROGRAM LEVEL: BASIC

NSF Fundamentals

PROGRAM LEVEL: BASIC

National Council of University Research Administrators | www.ncura.edu | #ncuraannual

Pre-Conference

WORKSHOPS AND SENIOR LEVEL FORUMS Saturday, August 8, 2020

YOU THE

POWER OF

Pre-conference

Workshop 1

SATURDAY | AUGUST 8, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

EMBARKING ON THE LEADERSHIP PATH IN RESEARCH ADMINISTRATION PROGRAM LEVEL: OVERVIEW Career opportunities present themselves at any given moment.

How do you open the door and make sure you are ready when opportunity comes knocking? This workshop will focus on identifying the steps needed to advance your career in research administration. Whether you are in a pre-award, post-award, or departmental office, we will outline basic skills to help manage, advance, or change your career. Specifically, we will discuss the art of networking, skills assessment and development, finding a mentor, setting career goals, and using emotional intelligence to better understand and manage yourself and those around you. We will also discuss important leadership skills and characteristics that can set you apart from the crowd and open new doors for you.

DIANE AMBROSE* Director, Research and Sponsored Programs, Rutgers the State University of New Jersey Central Office

LAMAR OGLESBY Director, Grant & Contract Accounting, Rutgers, The State University of New Jersey

LEARNING OBJECTIVES • Participants will understand the characteristics and basic skills required for success in research administration.

• Participants will learn to set career goals and find career mentors.

• Participants will learn important leadership characteristics/skills.

• Participants will discuss how to develop and use emotional intelligence.

PREREQUISITES None

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Pre-conference

Senior Level Forum 2

SATURDAY | AUGUST 8, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

LEADING PEOPLE AND MANAGING MULTIPLE PROJECTS PROGRAM LEVEL: ADVANCED

AMANDA SNYDER* Associate Director, Office of Sponsored Programs, University of Washington

It’s time for your office to head new initiative on campus (again).

There are bound to be bumps along the way, even in the smallest or the (seemingly) least controversial project. As a leader, you know that means extra work for you and your staff; managing people and expectations, some people will pull the project forward; others will desperately try to hold onto the status quo – all in addition to day-to-day operations and projects already in process.

DENNIS PAFFRATH Associate Vice President, Research, University of Maryland, Baltimore

Being able to translate the lightning reaction skills honed during your research administration career comes in handy when you dive into managing multiple projects and leading others through those projects.

This senior forum will use scenarios (some “imagined” and others from our own experiences) to explore how a leader can keep everyone working together and prevent your projects from running amok.

LEARNING OBJECTIVES • Participants will learn about foundational behaviors to lead a project through various stages.

• Participants will be able to develop a greater understanding of communication and leadership skills as they apply to managing projects and those involved in the project.

• Participants will learn how to ensure that project tasks are covered (without doing them all yourself) to include: – Keeping track of information from a variety of sources, – Making sure milestones are met, – Managing groups of people who do not report to you (and who have a lot of other priorities), – Soliciting feedback, – Communicating with stakeholders, – And ensuring successful roll out of the end product.

PREREQUISITES Participants will benefit from prior experience leading activities such as policy development, business process development and implementation, system implementations or changes, or training program development.

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

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Pre-conference

Workshop 3

SATURDAY | AUGUST 8, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

BUSINESS COMMUNICATION: BEYOND THE EXCHANGE OF WORDS PROGRAM LEVEL: OVERVIEW Communication in any business must be effective in order to thrive.

Business communication is the sharing of information with colleagues, interacting with peers, meeting clients, and working with others inside and outside of an organization. Effective business communication is the mutual understanding of the message that is being received; verbal, nonverbal or written. This workshop will help research administrators discover how to go beyond the exchange.

TOLISE DAILEY* Training Manager Research Development Team, Johns Hopkins University

SUSAN SEDWICK Senior Consulting Specialist, Attain

LEARNING OBJECTIVES • Participants will receive strategies and tools for all types of business communications.

• Participants will be able to engage in communication inquiry.

• Participants will be able to interpret and evaluate correspondence.

PREREQUISITES None

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Pre-Conference Full Day and Pre-Conference Half Day Morning

WORKSHOPS AND SENIOR LEVEL FORUM Sunday, August 9, 2020

YOU THE

POWER OF

Pre-conference

Workshop 4

SUNDAY | AUGUST 9, 2020 Full Day Workshop: 8:15 am – 4:30 pm

CPRA WORKSHOP PROGRAM LEVEL: OVERVIEW The CPRA Workshop is a comprehensive review of the Body of Knowledge for those interested in sitting for the CPRA examination.

In this session we will walk through the four domains on the exam, discuss the process for signing up for the exam through the RACC website, and review best practices to prepare for and to take the exam. At the end of the workshop, participants will have a clear grasp of the elements of the CPRA exam and be prepared to create their own plan to prepare for taking the exam.

LEARNING OBJECTIVES • Participants will be able to identify the four domains in the Body of Knowledge.

• Participants will learn to recognize the principal topics within the four domains.

• Participants will be able to describe the process for exam registration.

• Participants will learn how to create a personal plan to prepare for taking the CPRA exam.

PREREQUISITES None

JEFFREY J. RITCHIE Director of Sponsored Research, Office of Sponsored Programs, Hamilton College

ROBIN LEWIS Director, Office of Grants and Sponsored Projects, Georgia College & State University

STORMY STALEY Sponsored Programs Administrator, Kaiser Foundation Research

CERTIFIED RESEARCH ADMINISTRATOR (CRA®) BODY OF KNOWLEDGE REVIEW SESSION IS TAKING PLACE ON AUGUST 8, FROM 9 AM TO 5 PM! REGISTRATION FEE IS $225.

CLICK ON THE RACC LOGO TO REGISTER!!

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Pre-conference

Workshop 5

SUNDAY | AUGUST 9, 2020 Half Day Morning Workshop: 8:15 – 11:45 am

IT’S A RELATIONSHIP: COMMUNICATING WITH FACULTY PROGRAM LEVEL: INTERMEDIATE There are common traits among all faculty and among successful faculty. In this workshop, we will be exploring questions and answers that will enhance the participants in their roles as Research Administrators directly working with faculty members.

We will talk about the changes in the life of the faculty member from early career, mid-career, long range planning transitioning to administrative and executive roles, including going emeritus or retiring. We will also discuss the unique challenges faculty face whose field of study does not have as many funding opportunities as others. We will have exercises to help the participants in meeting and communicating with faculty, especially around talking about difficult subjects. Finally, we will include best practices throughout this workshop.

KAY GILSTRAP* Assistant Director, Business Operations, Center for Molecular & Translational Medicine, Georgia State University

SAMANTHA WESTCOTT Sponsored Research Manager, Division of Physics, Mathematics and Astronomy, California Institute of Technology, NCURA Distinguished Educator

LEARNING OBJECTIVES • Participants will gain an understanding of the faculty member’s career and how to be an asset to them.

• Participants will be able to address institutional & areas of study challenges and how relationships will enhance all involved.

• Participants will learn to practice managing these relationships.

PREREQUISITES Participants would benefit with experience in working directly with faculty on a regular basis or a deep desire to know how to do so.

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

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Pre-conference

Workshop 6

SUNDAY | AUGUST 9, 2020 Half Day Morning Workshop: 8:15 – 11:45 am

BUILDING AND DEVELOPING A MULTIGENERATIONAL TEAM: RECRUITMENT AND RETENTION OF MILLENNIALS AND GEN Z PROGRAM LEVEL: OVERVIEW This workshop will consider the challenges of recruiting and retaining younger millennials and Generation Z workers, while considering the needs of existing groups in the work force.

It focuses on communication between generations, building a stronger work force, and provides strategies to focus on recruitment of younger workers to replenish the research administration profession.

LEARNING OBJECTIVES • Participants will understand the generations in the work force currently, and the upcoming changes in the next decade and how those changes will affect the age of the workforce in the office.

PREREQUISITES None

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LIZ GRINSTEAD* Senior Research Administrator, Office of Sponsored Programs, Colorado State University

SAIQA ANNE QURESHI Manager of Operations, Center for Digital Health Innovation (CDHI), University of CaliforniaSan Francisco

ASHLEY STAHLE Assistant Director of Sponsored Programs, Director of Post-Award, Colorado State University

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Pre-conference

Workshop 7

SUNDAY | AUGUST 9, 2020 Half Day Morning Workshop: 8:15 – 11:45 am

CLINICAL RESEARCH: AN INTRODUCTION PROGRAM LEVEL: BASIC This workshop will begin by covering the foundations of clinical research: stages of clinical trials, compliance aspects, budgeting, study management, and roles of those involved. We will then focus on the experience of our teams, including case studies of clinical trials in multiple phases. Best practices will also be introduced throughout. The case studies will cover protocol development, budgeting, sponsor relationships and trial operations.

LEARNING OBJECTIVES • Participants will be able to explain the basics of clinical research.

• Participants will be able to apply techniques for sponsor interactions and relationship building.

• Participants will be able to build budgets that are realistic and sustainable.

JENNIFER CORY DOESCHOT* Director of Operations, Center for Definitive and Curative Medicine, Department of Pediatrics, Stanford University

MANILYN MATAU Fiscal Officer, University of California-Irvine

PREREQUISITES None

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

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Pre-conference

Workshop 8

SUNDAY | AUGUST 9, 2020 Half Day Morning Workshop: 8:15 – 11:45 am

CHANGE LEADERSHIP - BECAUSE CHANGE MANAGEMENT IS NOT ENOUGH PROGRAM LEVEL: INTERMEDIATE Are you preparing for a new system implementation? How about a process change? Still evaluating an office reorganization or merger? Change can seem never-ending in a time where regulatory changes, system implementation/upgrades, and the constant push to do more with less is the new normal. Managers are often tasked with identifying process improvements and ways to streamline, but making impactful change takes more than a good plan. Leaders not only identify solutions, they empower those around them to successfully complete the change process. This workshop provides a roadmap to the phases of change, the role culture plays, and how to create or be part of a team who can make it happen. So if you are planning on implementing change, or just preparing to be part of the change process, don’t miss out on this opportunity!

DAVID SCHULTZ* Assistant Vice President, Research Administration and Finance, Research Administration and Finance, Rensselaer Polytechnic Institute

LAURIANNE M. TORRES Associate Dean, Planning, Department of Medicine, Duke University

LEARNING OBJECTIVES • Participants will gain insight into the various phases of change and best to develop a strategy for successful change management through leadership.

• Participants will understand the importance of recognizing culture within your institution and how to overcome the challenges that come along with it.

• Participants will learn how to create the right conditions for successfully implementing change within their organization.

PREREQUISITES Participants will want to have been a part of a change reorganization or implementation at their institution.

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Pre-conference

Workshop 9

SUNDAY | AUGUST 9, 2020 Half Day Morning Workshop: 8:15 – 11:45 am

THINK LIKE A LEADER, LEAD LIKE A MULTIPLIER PROGRAM LEVEL: OVERVIEW What do Tim Cook (CEO of Apple), George Clooney, Mitt Romney, and Steven Spielberg have in common? They, among countless other leaders, are regarded as Multipliers. Based on the teachings in Liz Wiseman’s New York Times Best Seller, Multipliers: How the Best Leaders Make Everyone Smarter, this workshop equips leaders in research administration to make those around them smarter, more effective, and more productive. Whether you have direct reports or not, this workshop will help you lead like a Multiplier.

LEARNING OBJECTIVES • Participants will discover the ways that you are an accidental diminisher.

• Participants will learn how to break the ‘diminishing death spiral’ and deal with diminishers.

• Participants will learn the Five Disciplines of the Multiplier.

• Participants will discuss and practice experiments that develop your multiplier abilities.

TANYA BLACKWELL* Manager, Office of Sponsored Programs, Children’s Healthcare at Atlanta, Inc.

ABBY GUILLORY Assistant Director for Education and Training, Research Administration, Office of Research and Sponsored Programs, North Carolina State University

PREREQUISITES None

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

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Pre-conference

Workshop 10

SUNDAY | AUGUST 9, 2020 Half Day Morning Workshop: 8:15 – 11:45 am

ESSENTIALS OF PRE-AWARD PROGRAM LEVEL: INTERMEDIATE As Pre-Award research administrators, we play a key supporting role in ensuring that our institutions are complying with sponsor regulations and submitting the most meritorious proposal applications. In collaboration with the principal investigators with whom we partner, we may be responsible for locating funding opportunities, completing various proposal information/ documentation, and working to ensure a polished application is submitted to a sponsor for consideration. Additionally, we may also be responsible for accepting and negotiating institutional awards while also remaining cognizant of the various compliance requirements that need to be present before handing an award off to our colleagues in Post-Award for overall management. Whether you are a new Pre-Award administrator or a colleague who may have already gained some pre-award experience so far in your career, this workshop will highlight the most important aspects of Pre-Award administration to ensure your success.

TIMOTHY SCHAILEY* Director, Research Administration, Office of Research Administration, Thomas Jefferson University

LORI ANN SCHULTZ Senior Director, Research, Innovation & Impact, University of Arizona

LEARNING OBJECTIVES • Participants will gain a fundamental understanding of Pre-Award administration, and the various tasks that typically align with the Pre-Award role.

• Participants will acquire an understanding of the various agency/ sponsor guidelines to which institutions need to adhere for consideration of funding.

• Participants will be able to identify aspects of award negotiation key to our organizations.

• Participants will learn to describe various compliance considerations at the Pre-Award stage.

PREREQUISITES This workshop is geared towards those colleagues who are seeking to gain a fundamental understanding or a refresher of the principles surrounding Pre-Award administration.

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Pre-conference

Workshop 11

SUNDAY | AUGUST 9, 2020 Half Day Morning Workshop: 8:15 – 11:45 am

WORKING WITH INDUSTRY: NEGOTIATING AGREEMENTS AND OTHER NUANCES PROGRAM LEVEL: INTERMEDIATE Negotiating with industry sponsors can feel like trying to communicate using languages from different planets. Come learn how to bridge that gap and form effective partnerships with industry sponsors while still protecting your institution. In this workshop, we will review the different styles of negotiation and discuss the situations when each may be most effective. We will also thoroughly review clauses that most industry partners find standard but pose significant challenges for universities.

We will discuss tips for explaining the university perspective and negotiating in a way that industry partners find familiar. Finally, we will apply these strategies to reviewing sample industry agreement terms, allowing participants to respond using their own negotiation style. This is intended to be an interactive class with lively dialogue, and we welcome all perspectives and experiences as we learn and advance together.

MELISSA KORF* Director, Grants & Contracts Office of Research Administration, Harvard Medical School

LEARNING OBJECTIVES • Participants will learn about conflict modes and the theories behind when each is most effective.

• Participants will review and discuss common troublesome terms in university negotiations.

• Participants will explore options to craft alternative language to meet both parties’ needs.

• Participants will discover and develop their own approaches to negotiating with industry sponsors.

PREREQUISITES Participants will benefit from a basic understanding of contract terms and structure.

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

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Pre-conference

Workshop 12

SUNDAY | AUGUST 9, 2020 Half Day Morning Workshop: 8:15 – 11:45 am

NAVIGATING FEDERAL CONTRACTS PROGRAM LEVEL: INTERMEDIATE This half-day workshop provides participants the opportunity to delve into the review and negotiation of federal contract awards.

Topics will be examined from the perspective of both prime and subcontractor with highlights of the major differences between those roles. The workshop will cover identification and basic structure of federal contracts, common clauses and requirements, and implications for research administrators. The Federal Acquisition Regulations (FAR) and agency supplements such as the Defense Federal Acquisition Regulations (DFAR) will be introduced, and participants will review the identification, interpretation, and application of FAR clauses and their prescriptions. Topics covered will also include common pitfalls and major issues such as government property, warranty, IT security requirements, export controls, controlled unclassified information, publication restrictions, and organizational conflicts of interest.

ZACHARY BYRNES* Associate Director for Grants Management and Contracting, University of Pittsburgh

ABBEY McSWIGAN Senior Federal Contracts Coordinator, University of Pittsburgh

LEARNING OBJECTIVES • Participants will be able to identify federal contracts and their key elements.

• Participants will learn to recognize FAR/DFAR clauses and understand how to look up their full text.

• Participants will be able to interpret FAR/DFAR prescriptions and determine applicability to the institution, contract type, and scope of work.

• Participants will recognize terms and clauses that require institutional review and negotiation.

• Participants will understand common challenges of federal contracts for university research.

• Participants will be able to evaluate whether institutional infrastructure is able to comply with contract requirements.

• Participants will understand the differences in negotiating prime federal contracts and subcontracts.

PREREQUISITES Participants will want some experience with federal contracts.

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Pre-conference

Workshop 13

SUNDAY | AUGUST 9, 2020 Half Day Morning Workshop: 8:15 – 11:45 am

DEEP DIVE: UTILIZING AN INTERNAL CONTROL FRAMEWORK FOR UG COMPENSATION COMPLIANCE

DAVID NGO* Associate Provost, Provost’s Office, New School

PROGRAM LEVEL: INTERMEDIATE The administrative burden placed on faculty and institutions performing research continues to be a major area of concern for the research enterprise at the federal and university level.

Publications from the National Science Board (2014), National Academies of Sciences (2015), and the Federal Demonstration Partnership (Survey in 2005 and 2012) have reported or documented the extent in which the administrative burden placed on faculty can hinder the affordability and facilitation of science. One intent of the Uniform Guidance (2 CFR 200) was to address these burdens by streamlining policy requirements and focusing on research outcomes.

This workshop will focus on the activities of a national Cohort of Institutions focused on creating an internal control framework to efficiently meet the requirements of Uniform Guidance 200.430 Compensation – Personal Services which includes alternative methods for the after-the-fact review of compensation charges (alternatives to “effort reporting”). This workshop will provide a deep dive of the Cohort Internal Control Framework, examples of how the framework can be used in institutional implementations and feedback from the audit community.

ZACHARY BELTON Senior Director, Huron

JEREMY A. FORSBERG Assistant Vice President of Research, Office of Research, The University of Texas at Arlington

LEARNING OBJECTIVES • Participants will gain a better understanding of the standards for documenting personnel expenditures.

• Participants will hear examples of internal controls, how they are integrated into a framework and their association to COSO and the green book.

• Participants will have a better understanding of the requirements stated in 200.430 and the flexibilities afforded to institutions of higher education.

PREREQUISITES • Participants will want to have an understanding of UG 200.430 and the award lifecycle, especially award management and award closeout.

• Participants will benefit from having an open mind and flexibility when considering new ways to achieve effective/ efficient administration for after-the-fact review requirement.

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

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Pre-conference

Senior Level Forum 14

SUNDAY | AUGUST 9, 2020 Half Day Morning Workshop: 8:15 – 11:45 am

OPEN DOOR LEADERSHIP: CREATING OPPORTUNITIES FOR THOSE YOU LEAD PROGRAM LEVEL: INTERMEDIATE The workshop will utilize the book Leaders Open Doors by Bill Treasurer as the foundation. Great leadership is not hierarchical but dependent on people led initiatives to provide desired outcomes. Leaders provide these opportunities thru open-door leadership to enable and empower teams. Leaders can provide a collaborative, transparent and energized environment that can help people and organizations grow. The workshop will bring about how you can have a positive and transformational impact on people you lead.

LEARNING OBJECTIVES • Participants will discuss the meaning of open-door leadership.

• Participants will learn ways to focus on opportunities versus problems.

• Participants will discuss the benefits of purposeful discomfort.

• Participants will learn how to open doors for others.

• Participants will learn ways to make a personal transformation.

PREREQUISITES Participants will want to be in a leadership or management position.

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ROBYN REMOTIGUE* Director, Office of Research Services, School of Public Health, University of North Texas Health Science Center at Fort Worth

ROSEMARY MADNICK Executive Director, Office of Grants and Contracts Office of Grants and Contracts Administration, University of Alaska Fairbanks

ANTHONY VENTIMIGLIA Acting Executive Director of Research Administration Services, Vice President for Research Office, Auburn University

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Pre-Conference Half Day Afternoon

WORKSHOPS AND SENIOR LEVEL FORUM Sunday, August 9, 2020

YOU THE

POWER OF

Pre-conference

Workshop 15

SUNDAY | AUGUST 9, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

INTRODUCTION TO POST-AWARD

ANNE ALBINAK* Director of Research Administration Operations, Whiting School of Engineering, Johns Hopkins University

PROGRAM LEVEL: BASIC Research Administration is a complex world of acronyms, regulations, policies and guidelines. It can be overwhelming at times for even seasoned professionals, much less someone entering the profession. This workshop will focus on the various aspects of Uniform Guidance under Post-Award Requirements (Subpart D), Cost Principles (Subpart E) and Audit Requirements (Subpart F). The information provided will serve as a foundation for research administration from the perspective of the Post-Award phase of the award life cycle.

LEARNING OBJECTIVES • Participants will gain insight into the life cycle of an award with a focus on the various aspects of research administration from the Post-Award perspective.

• Participants will be able to understand roles and responsibilities, cost principles and the role of internal controls within PostAward management.

• Participants will be provided a set of basic tools and forms intended to assist with award management.

RASHONDA HARRIS Director, Post-Award Operations, Office of Research, Grants & Contracts, Emory University

PREREQUISITES None

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Pre-conference

Workshop 16

SUNDAY | AUGUST 9, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

ALL YOU EVER WANTED TO KNOW ABOUT SUBAWARDS...AND MORE! PROGRAM LEVEL: BASIC This workshop will cover the entire life of a subaward – from initial risk assessment, to drafting the subaward, to monitoring and close-out. Topics will include: identifying what language is appropriate to flow down to a subrecipient; tailoring the terms of the subaward based on the nature of the Prime Agreement and the type of subrecipient; and strategies for working with foreign subrecipients. This session will also discuss the roles and responsibilities of the varied offices involved in managing subawards. We will also discuss subaward monitoring and handling issues that come up during and after the life of the subaward.

JILL FRANKENFIELD* Associate Director, Office of Research Administration, University of Maryland, College Park

CHARLES T. BARTUNEK Director of Collaborative and Corporate Research Contracts, Division of Research, Children’s Hospital of Philadelphia

LEARNING OBJECTIVES • Participants will gain insight into the life cycle of a subaward.

• Participants will learn how to appropriately draft subawards.

• Participants will be able to understand the roles and responsibilities of the parties involved in subaward administration.

PREREQUISITES None

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

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Pre-conference

Workshop 17

SUNDAY | AUGUST 9, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

SHOW ME THE MONEY! FROM CASH TO CARDS, EVERY WAY YOU CAN PAY

BETH DUBYAK* President, Vincent Payment Solutions

PROGRAM LEVEL: INTERMEDIATE Research payment options have increased over the years. From cash, to check, to gift card, to debit – it’s getting harder and harder to distinguish which payment form should be used when. There are many factors to be considered, including properly incenting the participant, complying with internal financial controls and choosing a method easy to execute.

This workshop will feature best practices for navigating research study participant payments, including how to avoid common downfalls on everything from 1099s to leftover gift cards. We will also dive into the variety of factors that impact an organization’s obligations to make payments and will help you determine what options are the most flexible and efficient for your organization.

LEARNING OBJECTIVES • Participants will understand their obligations as an organization with payments made to research study participants.

• Participants will understand how payment execution impacts research.

• Participants will learn the pros and cons of various payment types and how they affect processes.

• Participants will want some familiarity with incentive payments.

PREREQUISITES Participants will want some familiarity with the financial incentive activity within research.

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Pre-conference

Workshop 18

SUNDAY | AUGUST 9, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

THE 20/80 RULE; HOW TO MITIGATE THE 20% OF PROPOSALS THAT CAUSE 80% OF AWARD HEADACHES PROGRAM LEVEL: BASIC Why does it always feel like a small number of proposals submitted cause us the majority of headaches when it comes to award management? Come join us for a discussion of issues surrounding: 1) budgets (ex. Detailed budgeting and substantiating costs, cost sharing) 2) compliance (i.e. IRB/ IACUC, biological specimens, participant vs. human subject) 3) award negotiation/terms & conditions (ex. what happens when the sponsor wants to award your grant proposal as a contract?) 4) international activities (i.e. export controls, Fly American, foreign nationals, foreign currency) We’ll unpack how to identify these matters early in the proposal development process, work with the proper teams at your institution during submission and document those points, and monitor and manage a successful challenging award. We’ll cover topics ranging from detailed budgeting to cost sharing to export control to human subjects. So please bring your questions and we’ll work through them together.

MEGAN DIETRICH* Client Advocacy and Education Specialist, Office of Sponsored Research, Stanford University

CARRIE CHESBRO Associate Director, PostAward, Sponsored Projects Services, University of Oregon

JENNIFER MARRON Assistant Dean of Grants Administration, College of Engineering, Boston University

LEARNING OBJECTIVES • Participants will be able to provide strategies to identify, mitigate and document challenging issues at proposal time as well as how to gather the appropriate team and successfully negotiate and manage the award.

PREREQUISITES None

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

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Pre-conference

Workshop 19

SUNDAY | AUGUST 9, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

CAN I CHARGE THAT? COST ALLOWABILITY FROM BUDGETING THROUGH CLOSEOUT AND AUDIT!

ROSEANN LUONGO* Manager, Huron

PROGRAM LEVEL: INTERMEDIATE This workshop will cover the critical importance of budgeting from proposal through closeout and audit. Compliance starts at the proposal and research administrators must understand budgeting tips and tricks to help them craft a budget and budget justification that will serve them well through the life of the award. Although thoughtful budgeting is critical to a project’s success, not all expenses can be anticipated in advance.

LEARNING OBJECTIVES • Participants will gain an understanding of cost principles, agency budgeting requirements, rebudgeting best practices, budget monitoring, reconciliation, reporting, closeout and audit preparedness.

• Participants will learn strategies to identify, mitigate and document challenging issues at proposal time as well as how to gather the appropriate team and successfully negotiate and manage the award.

RADY ROGERS Associate Director for Research Administration and Finance, John A.Paulson School of Engineering and Applied Sciences, Harvard University

PREREQUISITES Participants will want a basic understanding of preparing a variety of proposals from federal and non-federal sponsors and/or have been exposed to a range of sponsor awards. This workshop is suitable for both Pre-Award and Post-Award Meeting participants.

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Pre-conference

Workshop 20

SUNDAY | AUGUST 9, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

CRITIQUING PROPOSALS WHEN YOU’RE NOT A WRITING OR SUBJECT MATTER SPECIALIST (HANDS-ON) PROGRAM LEVEL: BASIC Pre-Award research administrators see dozens or even hundreds of proposals per year and understand what a successful proposal looks like. They are therefore experts in how to put together a competitive proposal package. However, they do not necessarily have ‘proposal development’ in their job descriptions, so too often they are perceived as ‘packagers’ or ‘processors’ rather than team members who actually add value and can add even more value if provided appropriate professional development.

The approach the co-presenters will share in this workshop will show participants how they can add value to the proposals they see daily. In fact, this workshop is designed to empower participants with strategies and tools to use either when asked by researchers to critique proposals before submission or when participants themselves wish to move beyond being perceived as mere proposal ‘processors.’

PAUL TUTTLE* Director of Proposal Development, Office of Research Services, North Carolina Agricultural and Technical State University

MARJORIE PIECHOWSKI Director of Research Support, College of Engineering and Applied Science, University of Wisconsin-Milwaukee (Emerita)

LEARNING OBJECTIVES • This workshop will serve as one way to introduce participants to the proposal development component of research development – both as an approach in adding value to proposals and as a potential career.

• Participants will understand a broader and deeper approach to proposal development that will allow them to add value to investigators’ proposals for increased competitiveness.

• Participants will take home strategies, tools, and related knowledge that they can use in their current positions or at their current institutions.

• Participants will learn about opportunities to advance their careers via increased professional development from this workshop and the new perspective it offers.

PREREQUISITES None

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

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Pre-conference

Workshop 21

SUNDAY | AUGUST 9, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

WOMEN IN LEADERSHIP PROGRAM LEVEL: OVERVIEW Women account for a significant percentage of the research administration workforce, but only a small percentage hold leadership positions within the profession. Join us for this lively session offering practical advice to help women in research administration achieve their goals. Using leadership principles outlined in the book ‘Lean In’ by Sheryl Sandberg, coupled with advice from women and men in leadership positions in the profession, this session will challenge you to change the conversation from what you can’t do to what you can do. While focused on women in leadership, we welcome and encourage all to join, as many of the principles to be presented are universal to setting leadership goals. Men and women in leadership positions can also glean insight regarding real issues that women face on their leadership journeys.

SUE KELCH* Research Senior Financial Specialist, Otolaryngology, University of MichiganAnn Arbor

MICHELLE SCHOENECKER Senior Proposal Development Manager, Office of Research & Sponsored Programs, University of WisconsinMilwaukee

LEARNING OBJECTIVES • Participants will be able to define the Gender Leadership Gap – what it is and contributing factors.

• Participants will be able to name the obstacles that hold them back from reaching their leadership potential and identify the strengths they bring to the table.

• Participants will be able to locate resources to assist them on their leadership journey.

• Participants will create a personalized leadership plan using tools provided during the workshop.

• Participants will identify actionable steps employers can take to close the gender leadership gap.

PREREQUISITES None

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Pre-conference

Workshop 22

SUNDAY | AUGUST 9, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

FROM H2020 TO HEU: WHAT’S NEW AND DIFFERENT! PROGRAM LEVEL: OVERVIEW Horizon 2020, the world’s largest comprehensive research funding programme hosted by the European Commission, will come to an end in 2020 after its 7 year reign. It will be followed by #9, Horizon EUROPE, in operation from 2021-27 with a volume of roughly 120 billion $. With its new mission-led approach for clusters of research topics, continued research mobility efforts with a global outreach and special attention to innovation, it holds plenty of connections for international research collaboration funding opportunities.

BRUNO WOERAN* EU Affairs Manager & Innovation Networks, Merinova TechCenter, University of Vaasa

LEARNING OBJECTIVES With this workshop we undertake to bring insights for understanding the • Transition between H2020 to HEU. • Global research mobility funding schemes.

• Collaborative research consortia vs. individual PI projects.

PREREQUISITES None

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

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Pre-conference

Senior Level Forum 23

SUNDAY | AUGUST 9, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

ORGANIZING YOUR OFFICE FOR SUCCESS AND EFFICIENCY PROGRAM LEVEL: ADVANCED The functions performed by a Research Administration office, broadly defined, are essentially the same the world over. As Research Administrators, we assist our faculty in finding new sources of funding, we ensure our institutional standards remain intact as our researchers submit new requests for funding, and we negotiate and manage awards through their lifecycle, among many other activities. What is different across institutions is how we structurally and organizationally manage our offices. This workshop will focus on several organizational structures, how these structures work, and the impact of the various structures on operational best practices. Specifically, we will address the benefits, efficiencies, and challenges of the traditional Pre-Award and Post-Award structures along with associated work allocation models, plus look at other functions that have been more clearly defined in recent years, i.e., research development and information technology functions. We will examine why one structure may work at one institution, but not at another. Be prepared to share your organizational structures as well as your organizational challenges.

DAVID RICHARDSON* Associate Vice Chancellor for Research, University of Illinois at UrbanaChampaign, NCURA Distinguished Educator

DAN NORDQUIST Associate Vice President for Research and Deputy Vice President for Operations, Office of Grant and Research Development, Washington State University

ARA TAHMASSIAN Chief Research Compliance Officer, Harvard University

LEARNING OBJECTIVES • Participants will gain an understanding of the various operational structures and how these structures impact best practices.

• Participants will hear how physical space, institutional culture, size of operation staff, and/or needs of your institutional researchers influence operational structures.

• Participants will discuss how technology and support services can impact an office structure.

• Participants will learn why it is important to review and revise your operational structure from time to time.

PREREQUISITES Participants will need some experience in managing a team, or have involvement or interest in developing organizational models for the management of your Research Administrative operations.

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National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Post-Conference Half Day Afternoon

WORKSHOP Wednesday, August 12, 2020

YOU THE

POWER OF

Pre-conference

Workshop 24

WEDNESDAY | AUGUST 12, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

ESSENTIAL TOOLS AND BEST PRACTICES FOR THE DEPARTMENTAL ADMINISTRATOR PROGRAM LEVEL: OVERVIEW All Department Research Administrators are looking for ways to keep on top of key policies and requirements while being an effective member of the team. Thinking through common functions of department research administrators, you will engage in exploring sharable tools for the community on topics covering the entire life cycle. The presenters come with years of tips on the best ways to stay on top of RA expectations. This workshop will have a little bit of everything - whether you are looking for a work organization tool, a quick checklist to support various job elements, or ways that you can encourage your campus community to be most efficient.

Some tips and tools to be discussed include pre-award checklist for proposal review, post-award checklist for project startup, and software/technology to make daily tasks easier. The session is planned around interactive review of tools and discussion that will surely lead to more ideas.

HEATHER M. OFFHAUS* Director, Medical School Grant Services & Analysis, University of Michigan-Ann Arbor

HOLLIE SCHREIBER Director, DASNR Sponsored Programs Administration, Oklahoma State University

LEARNING OBJECTIVES • Participants will be able to identify complex key tasks of research administration • Participants will become familiar with the full cycle of research administration, and how each stage affects other stages • Participants will review tools, evaluate usefulness, and determine value of adapting to their own setting PREREQUISITES Participants will want a working knowledge of research administration functions.

42

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Post-conference

Workshop 25

WEDNESDAY | AUGUST 12, 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

NSF FUNDAMENTALS PROGRAM LEVEL: BASIC This workshop will provide a primary basis of understanding of proposals to and awards from the National Science Foundation (NSF). The program is perfect for someone new to Research Administration, as well as for Research Administrators seeking to expand their knowledge of federal funding agencies. The curriculum provides an overview of the policies and procedures essential to preparing successful proposals to and managing awards from NSF. Major content areas to be covered include NSF overall structure and organization; developing NSF proposals; the merit review process; Post-Award Administration; and tips and tricks.

JEAN FELDMAN* Head, Policy Office, Division of Institution and Award Support, Office of Budget, Finance & Award Management, National Science Foundation

LEARNING OBJECTIVES • Participants will understand the policies and procedures that guide the preparation of proposals to NSF as well as those that guide the management of NSF awards.

• Participants will understand NSF organization, structure and culture and what that means for you and your organization.

• Participants will learn when it is appropriate to pose questions to an NSF program officer, grants officer or the Policy Office.

PREREQUISITES None

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

43

Post-Conference Full Day Afternoon

WORKSHOP Thursday, August 13, 2020

YOU THE

POWER OF

Post-conference

Workshop 26

THURSDAY AUGUST9,13, 2020 SUNDAY | |AUGUST 2020 Workshop: 8:30 am1:00 – 4:30 pm pm HalfFull DayDay Afternoon Workshop: – 4:30

NIH DAY: POWER UP! TIME TO ENERGIZE YOUR NIH GRANTS PROCESS KNOWLEDGE PROGRAM LEVEL: BASIC

CYNTHIA DWYER* Communications Specialist, Office of Extramural Research, National Institutes of Health

Are you a newbie to the world of NIH Grants? Are you on a quest to level-up your knowledge of the NIH grants process and policies? If so, then get your game-face on and let’s play!

This multi-player training opportunity provides you with NIH Program, Review, Policy, and Grants Management officials who are ready to get you moving through the process and related policies in record time. Through informative and interactive presentations, our team will provide you with a walkthrough of the entire grants process, explain how the NIH team works together to support you, and will share important tips on navigating application forms, the eRA Commons interface, and NIH websites. This unique opportunity will equip you with the information, resources, and tools you need to approach each grant application and award with additional confidence.

If you’re ready for a power spike and ready to play through an entire day with the NIH, then we promise a fun, yet informative training experience you’ll want to replay for others when you get back to your office or lab. Register today to join the party!

(Rated E for Everyone!)

LEARNING OBJECTIVES • Participants will be able to explain how NIH is organized, the roles of NIH extramural research staff, and how they work together in the grants process.

• Participants will be able to describe the overall grants process from application submission to award management and the importance of policies and compliance along the way.

• Participants will be able to navigate application forms, the eRA Commons, RePORT and other useful NIH websites with more skill.

PREREQUISITES None

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

45

AGENDA Saturday, August 8, 2020

YOU THE

POWER OF

Agenda

SATURDAY | AUGUST 8, 2020

1:00 – 4:30 pm

PRE-CONFERENCE WORKSHOPS (Additional Fee Required) 4:00 – 7:00 pm

REGISTRATION Pick up your badge!

WELCOME LOUNGE

Come visit and network with your peers. Pick up your badge to get a jump start on the conference.

PACKAGED EVENTS INCLUDED IN REGISTRATION

GUEST REGISTRATION

Saturday, 8/8, 4:00 – 7:00 pm: Welcome Lounge

Guest registration is available for the following events, and can be pre-purchased online. Ticket pricing and pre-registration for events will be available in June.

Sunday, 8/9, 7:00 – 10:00 pm: Night at the International Spy Museum (includes bus transportation to and from event)

Registrations will need to be processed before arriving at the events. Onsite guest registration is available on Saturday, 4-7 pm and Sunday, 7:15 am-6:30 pm.

> More information

Sunday, 8/9, 7:00 – 10:00 pm: Night at the International Spy Museum (includes bus transportation to and from event)

Monday, 8/10, 8:15 – 9:45 am: Keynote Address: NBC Correspondent > More information

Monday, 8/10, 11:30 am – 1:15 pm: Networking Luncheon > More information

Tuesday, 8/11, 7:00 – 11:00 pm: Tuesday Night Celebration – Roaring 20’s Party (includes heavy hors d’oeuvres, 2 drink tickets, and entertainment)

Monday, 8/10, 8:15 – 9:45 am: Keynote Address : NBC Correspondent Monday, 8/10, 11:30 am – 1:15 pm: Networking Luncheon Tuesday, 8/11, 7:00 – 11:00 pm: Tuesday Night Celebration – Roaring 20’s Party

> More information

August 9 – 12, 2020 | Washington, DC | The Power of YOU

47

AGENDA Sunday, August 9, 2020

YOU THE

POWER OF

Agenda

SUNDAY | AUGUST 9, 2020

7:15 am – 6:30 pm

6:00 – 6:30 pm

REGISTRATION Pick up your badge!

BOARD BUSES FOR NETWORKING EVENT

8:15 am – 4:30 pm

7:00 – 10:00 pm

PRE-CONFERENCE WORKSHOPS AND SENIOR LEVEL FORUMS

NETWORKING EVENT: NIGHT AT THE INTERNATIONAL SPY MUSEUM

(Additional Fee Required) 1:00 – 5:00 pm

SEE NEXT PAGE FOR DETAILS!

NCURA MARKETPLACE AND COMPLETE YOUR MEMBER PROFILE

9:00 pm

REGIONAL HOSPITALITY AND THE NETZONE!

THE

POWER OF

August 9 – 12, 2020 | Washington, DC | The Power of YOU

49

Night at the

INTERNATIONAL SPY MUSEUM NCURA’s 62nd Annual Meeting will begin at the NEW International Spy Museum! The International Spy Museum features the largest collection of international espionage artifacts ever placed on public display. From the ice axe used to kill Trotsky to the East German bra camera used for surveillance photos, these artifacts illuminate the work of spies and espionage operations as well as help bring to life the strategies and techniques of the people behind some of the most secretive missions in world history.

Go inside the hunt for bin Laden, hear real spies tell the stories of their most pulse pounding moments, or just try to hang like James Bond. You can also enhance your visit by accepting the Undercover Mission. This RFID-enabled experience tracks your performance on interactives and provides you with a debrief upon conclusion.

Enjoy an evening of delicious food and refreshments, while exploring the amazing exhibits and networking with your colleagues.

This event is included in your conference registration. Guest tickets will be available for purchase in June. Bus transportation to and from the museum will be offered, along with a heavy hors d’oeuvres.

JOIN THE ACTIVITY!

Board buses (Terrace Level of the Washington Hilton)

PHOTO CREDITS: SMITHSONIAN INTERNATIONAL SPY MUSEUM

6:00 – 6:30 pm

Buses depart Washington Hilton hotel for the museum 6:30 pm Reception

7:00 – 10:00 pm

1st set of buses to depart museum

8:00 – 9:00 pm

Last buses to depart museum

10:00 pm

If you decide to take the metro, instructions below: Metro Stop: L’Enfant Plaza (Blue/Orange/Green/Yellow lines), exit L’Enfant Plaza Mall Concourse, 9th & D Sts. Walking Directions when you exit the Metro: Proceed to the L’Enfant Plaza Mall Concourse, take the L’Enfant Plaza Exit up the escalator to enter the L’Enfant Plaza food court. Note: you will see Starbucks on your right as you reach the top of the escalator. Enter the glass doors straight ahead to access the food court. At the first hallway, when you reach Roti Mediterranean Grill, turn right. Continue straight until you reach the Jamba Juice stand. You will see a large flight of stairs in front of you.

Take the stairs up to the ground level and exit through the glass doors to your left once you reach the top. You have reached the back side of the Museum. Walk towards 10th street, SW to access the Museum’s main lobby doors. If an elevator is preferred, one is located in front of the Jamba Juice. Take it to the Plaza level. The Museum will be directly behind you when you exit from the elevator vestibule. Please note the only ADA Accessible exit from L’Enfant Plaza is the 7th street exit. If you take this exit you can pick up the free Southwest Shuttle at its 7th street stop.

50

National Council of University Research Administrators | www.ncura.edu | #ncuraannual

AGENDA Monday, August 10, 2020

YOU THE

POWER OF

Agenda

MONDAY | AUGUST 10, 2020

6:15 – 7:15 am | NCURA FUN RUN AND POWER WALK Come and enjoy a morning of fitness, fun and friendship! Meet in the main lobby at 6:15 am for this burst of fresh air.

7:15 am – 5:00 pm | AM62 CONCIERGE/REGISTRATION AND EXPOSITION 2020 7:15 – 8:00 am | CONTINENTAL BREAKFAST AND BREAKFAST CONNECT TABLES 8:15 – 9:45 am | KEYNOTE ADDRESS AND PRESENTATION OF AWARDS PRESENTATION OF AWARDS

> Outstanding Achievement in Research Administration Award > Joseph Carrabino Award > Julia Jacobsen Distinguished Service Award > The NCURA Distinguished Educator Designation

KEYNOTE ADDRESS Join us for an outstanding keynote address from an NBC Award-Winning Journalist, Political Reporter and White House/Capitol Hill Correspondent.

52

THE

POWER OF

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

MONDAY | AUGUST 10, 2020

9:45 am – 5:00 pm | NCURA MARKETPLACE AND COMPLETE YOUR MEMBER PROFILE 9:45 – 10:15 am | NETWORKING AND REFRESHMENT BREAK

10:15 – 11:30 am: EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

●

CLINICAL/MEDICAL

●

BASIC

Presenter to be announced

INTERMEDIATE

MAJA REDZIC*, Research Associate, Huron Consulting Group TINA LIPINCZYK-BOWDISH, Director, Finance and Regulatory Affairs, Wilmot Cancer Institute, University of Rochester Medical Center ANDREW NILSON, Associate Consultant, Huron

TRENDS IN MASTER CLINICAL RESEARCH AGREEMENTS IMPROVING EFFICIENCY IN REGULATORY OPERATIONS AND COMPLIANCE THROUGH STRATEGIC INITIATIVES

DEPARTMENTAL

●

BASIC

OH NO, NOT ANOTHER BUDGETING SESSION: BUT SERIOUSLY, WHAT DID I FORGET? EXECUTIVE LEVEL

●

ADVANCED

WHAT DOES IT TAKE TO BE AN EFFECTIVE RESEARCH ADMINISTRATION EXECUTIVE? FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

FLOWDOWN: CRAFTING FEDERAL SUBCONTRACTS FINANCIAL/POST-AWARD

●

ADVANCED

THE CLOSER: EFFECTIVE PRACTICES TO STREAMLINE AND COORDINATE SPONSORED PROJECT CLOSEOUT GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

OVERVIEW

HORIZON EUROPE AND COLLABORATION OPPORTUNITIES FOR NON-EU INSTITUTIONS PRE-AWARD

●

INTERMEDIATE

FORWARD-THINKING STRATEGIES AND BEST PRACTICES IN PRE-AWARD

BETTY MORGAN*, Grants and Contracts Manager, Office of Sponsored Research, Duke University LORRIE ROBBINS, Research Administration Manager, Duke University KIM MORELAND*, Associate Vice Chancellor for Research & Sponsored Programs, University of Wisconsin-Madison, NCURA Distinguished Educator ZACHARY BYRNES*, Associate Director for Grants Management and Contracting, University of Pittsburgh

MARISA ZUSKAR*, Senior Director, Research Enterprise Solutions, Huron

DANIELA AMADIO*, Head of Research Grants (Pre-Award), King’s College London

YOU THE

POWER OF

KRISTA ROZNOVSKY*, Senior Contract and Grant Officer, Office of Sponsored Research Pre-Award, Stanford University

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

53

Agenda

MONDAY | AUGUST 10, 2020

10:15 – 11:30 am: EDUCATION SESSIONS CONCURRENT SESSIONS continued PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

LINNEA MINNEMA*, Director of Grants and Sponsored Programs, Office of Research, Samford University

OVERVIEW

JUSTIN MILLER*, Director, Sponsored Projects Administration, Ball State University

PUTTING THE PUZZLE TOGETHER: BUILDING/ GROWING AN OFFICE OF RESEARCH AT A PUI LAYING THE GROUNDWORK: UTILIZING INTERNAL FUNDING PROGRAMS FOR FUTURE SUCCESS AT PUIs PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

●

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

●

OVERVIEW

ANNETTE HAY*, Senior Research Delivery Support Partner, Trusts and Foundations, Coventry University

OVERVIEW

HEATHER M. OFFHAUS*, Director, Medical School Grant Services & Analysis, University of Michigan-Ann Arbor ROBYN REMOTIGUE, Director, Office of Research Services, School of Public Health, University of North Texas Health Science Center at Fort Worth

BEYOND DIVERSITY: ESTABLISHING INCLUSIVE AND EQUITABLE RESEARCH SUPPORT, ADMINISTRATION AND MANAGEMENT FOR A GLOBAL FUTURE EFFECTIVE PRESENTATIONS

RESEARCH COMPLIANCE/ETHICS

●

INTERMEDIATE

COI: ADAPTING TO HEIGHTENED SCRUTINY

SYSTEMS/DATA/METRICS

●

BASIC

MAKING METRICS MEANINGFUL: HRPPs

KRISTEN HARDING*, Research Compliance Officer, Harvard University MARY SCHMIEDEL, Senior Director, Office of Research Oversight, Georgetown University DENISE MOODY, Former Senior Director of Research Compliance, Research Administration Services, Faculty of Arts, Harvard University KIMBERLEY SERPICO*, Assistant Director of IRB Operations, Harvard T.H. Chan School of Public Health

DISCUSSION GROUPS CLINICAL/MEDICAL

BUDGETING FOR INDUSTRY-SPONSORED CLINICAL TRIALS DEPARTMENTAL

PRE-AWARD ESSENTIALS FEDERAL/SPONSORS/AGENCIES

HOW TO PARTNER WITH MINORITY SERVING INSTITUTIONS AND WIN! 54

LYNELLE CORTELLINI*, Administrative Director, Massachusetts General Hospital

WILLIAM MCCORMACK*, Grants Administrator, New York University TOM RUDIN*, Director, Board on Higher Education and Workforce, National Academies of Sciences, Engineering, and Medicine

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

MONDAY | AUGUST 10, 2020

10:15 – 11:30 am: EDUCATION SESSIONS DISCUSSION GROUPS continued FINANCIAL/POST-AWARD

SERVICE CENTERS: FREQUENTLY ASKED QUESTIONS GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

BUILDING UP A NETWORK OF CONTACTS OUTSIDE YOUR COUNTRY

CAROLINE BEEMAN*, Director, MAXIMUS Higher Education, Inc.

JAROSLAV SIP*, CFO/BD, Czech Technical University in Prague

AMY CAMILLERI*, Associate Director, University of Pennsylvania

PRE-AWARD

ENGAGING REMOTE STAFF PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

WHERE DO I BELONG? SWITCHING BETWEEN PUI AND RESEARCH INTENSIVE INSTITUTIONS PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

I’M A NEW RESEARCH ADMINISTRATOR, WHAT SHOULD I KNOW TO BE SUCCESSFUL IN MY ROLE?

TONYA PINKERTON*, Proposal Development Manager, Georgetown University Medical Center

TIMOTHY SCHAILEY*, Director, Research Administration, Office of Research Administration, Thomas Jefferson University JEROD KERSEY, Grant Writer, University of Central Oklahoma ASHLEY DEIHR*, Partner, Baker Tilly

RESEARCH COMPLIANCE/ETHICS

RISK MANAGEMENT AND MITIGATION

11:30 am – 1:15 pm | NETWORKING LUNCHEON

1:30 – 2:30 pm: EDUCATION SESSIONS CONCURRENT SESSIONS COVERAGE ANALYSIS

KELLY WILLENBERG*, Manager, Kelly Willenberg & Associates

DEPARTMENTAL

STEVEN LICHTENSTEIN*,

CLINICAL/MEDICAL

●

●

ADVANCED

ADVANCED

SAME GOALS, DIFFERENT PRIORITIES: COLLABORATING WHEN YOU COME FROM DIFFERENT WORLDS

Assistant Dean, School of Medicine, University of Virginia KERRY PELUSO, Assistant Vice President for Research Administration & Finance, Office of Research, Florida State University

YOU THE

POWER

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

OF

55

Agenda

MONDAY | AUGUST 10, 2020

1:30 – 2:30 pm: EDUCATION SESSIONS CONCURRENT SESSIONS continued OVERVIEW

WENDY DIEDRICH*, Grants and Contracts Administrator, University of Minnesota-Twin Cities

FEDERAL UPDATES: IMPACT ON UNIVERSITIES

OVERVIEW

MK KARAFONDA*, Vice President Research Implementation Practices & Product Development, Streamlyne

FINANCIAL/POST-AWARD

KEVIN J. MCHUGH*, Senior Manager, Attain

FEDERAL/SPONSORS/AGENCIES

●

FEDERAL/SPONSORS/AGENCIES

●

NAVIGATING MY NCBI: GUIDANCE FOR PREPARING RPPRS COMPLIANT WITH NIH PUBLIC ACCESS POLICY, AND ASSISTING PIS WITH THE UPKEEP OF THEIR “MY BIBLIOGRAPHY”

●

INTERMEDIATE

THE IMPORTANCE OF ASSET MANAGEMENT AND ACCURATE PROPERTY MANAGEMENT INFORMATION GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

OVERVIEW

TOP THREE COMPONENTS OF MEASURING RESEARCH IMPACT PRE-AWARD

●

ADVANCED

INSTITUTIONAL PROPOSAL ROUTING DEADLINES: ESTABLISHMENT AND ENFORCEMENT

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

STRENGTHEN YOUR INSTITUTION THROUGH FEDERAL AGENCY DESIGNATIONS

DAVID SMELSER*, Assistant Director, Office of Sponsored Programs, University of Tennessee AMANDA HAMAKER, Director, Pre-Award, Purdue University PAMELA WEBB, Associate Vice President for Research, Sponsored Projects Administration, University of Minnesota RODNEY GRANEC*, Director, Office of Sponsored Programs, The University of West Alabama

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

TARA BISHOP*, Deputy Chief Executive, National Council of University Research Administrators

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

CARRIE CHESBRO*, Associate Director, Post-Award, Sponsored Projects Services, University of Oregon

CHAIR YOGA FOR ALL

●

OVERVIEW

ACRO-GNOMES & GNOME-NCLATURE: RESEARCH ADMINISTRATION VOCABULARY RESEARCH COMPLIANCE/ETHICS

●

RESEARCH COMPLIANCE/ETHICS

●

BASIC

Presenter to be announced

ADVANCED

MIKE CULLEN*, Director, Baker Tilly

TEAM SCIENCE, OPEN SCIENCE, BIG SCIENCE CYBERSECURITY ISSUES IN RESEARCH

56

RANDY OZDEN*, President and CEO, Streamlyne MARTIN KIRK, Operations Director, Research & Innovation, King’s College London

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

MONDAY | AUGUST 10, 2020

1:30 – 2:30 pm: EDUCATION SESSIONS CONCURRENT SESSIONS CONCURRENT SESSIONS continued RESEARCH DEVELOPMENT

●

SYSTEMS/DATA/METRICS

●

INTERMEDIATE

ROBIN LEWIS*, Director, Office of Grants and Sponsored Projects, Georgia College & State University DELISA WILSON, Associate Vice President, Research and Sponsored Programs, Clark Atlanta University

ADVANCED

ERIN BROTHERS*, Senior Sponsored Research Specialist, University of Iowa KIMBERLY LIGHTLE, Director of Research, EHE Office of Research, The Ohio State University

RESEARCH DEVELOPMENT STRATEGIES FOR FACULTY AT ALL LEVELS

TELLING YOUR RESEARCH ACTIVITY STORY: PROPOSAL, AWARD, AND EXPENDITURE DASHBOARDS

DISCUSSION GROUPS CLINICAL/MEDICAL

POST-AWARD INDUSTRY-SPONSORED CLINICAL RESEARCH FINANCIAL MANAGEMENT DEPARTMENTAL

CREATING VIBRANT RESEARCH ADMINISTRATION TEAMS, NO MATTER THE CULTURE, PRIORITIES AND PERSONALITIES EXECUTIVE LEVEL

KAREN NIEMEIER*, Executive Director, Research Administration, Children’s Hospital Los Angeles

MELISSA KARBY*, Director of Research Administration, School of Dentistry, University of Michigan-Ann Arbor NICHOLAS PRIEUR, Research Administration Senior Manager, University of Michigan-Ann Arbor

Presenter to be announced

CURRENT ISSUES AND CHALLENGES IN RESEARCH COMPLIANCE: WHAT KEEPS YOU UP AT NIGHT? ADMINISTRATION OF AN NSF-FUNDED CENTER AT UNIVERSITY OF CALIFORNIA, MERCED

CARRIE KOUADIO*, Executive Director, NSF-CREST Center for Cellular and Biomolecular Machines, University of California, Merced

FINANCIAL/POST-AWARD

Presenter to be announced

FEDERAL/SPONSORS/AGENCIES

WHEN GOOD BUDGETING GOES BAD: DISCUSSION OF ADVANCED BUDGETING ISSUES FOR THE SENIOR ADMINISTRATOR PRE-AWARD

DRIVING THE PRE-AWARD BUS: A DISCUSSION ABOUT DEMANDING PASSENGERS AND HOW TO AVOID UNINTENDED DETOURS

JENNY GALLAHER*, Contracts & Grants Officer, University of CaliforniaSan Francisco

YOU THE

POWER

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

OF

57

Agenda

MONDAY | AUGUST 10, 2020

1:30 – 2:30 pm: EDUCATION SESSIONS DISCUSSION GROUPS continued PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

STAFFING & INVESTMENT CONSIDERATIONS IN SPONSORED PROJECTS OFFICES AT PUIs PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

THE RESEARCH ADMINISTRATION TRAINEESHIP: THE UCSF PROGRAM TO RECRUIT AND TRAIN NEW STAFF INTO RESEARCH ADMINISTRATION RESEARCH COMPLIANCE/ETHICS

COI: ADAPTING TO HEIGHTENED SCRUTINY

(FOLLOW-UP TO CONCURRENT SESSION HELD MONDAY AT 10:15 AM)

JASON COTTAM*, Director of Budget & Post-Award Administration, Business Office, Doane University

LAURA BARDE*, Contracts and Grants Manager, University of California-San Francisco

KRISTEN HARDING*, Research Compliance Officer, Harvard University DENISE MOODY, Former Senior Director of Research Compliance, Research Administration Services, Faculty of Arts, Harvard University

2:30 – 2:45 pm | NETWORKING AND REFRESHMENT BREAK 2:45 – 3:45 pm | REGIONAL BUSINESS MEETINGS Open to all Annual Meeting participants, and led by the Region’s chairperson, the Regional Business Meetings introduce current and incoming officers, describe ongoing initiatives and provide information on the regional meetings and how you can get involved in your region!

3:45 – 4:00 pm | NETWORKING AND REFRESHMENT BREAK

4:00 – 5:00 pm: EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

●

BASIC

CRACKING THE CODE: BUILDING A SOUND HUMAN SUBJECTS CLINICAL TRIALS SECTION FOR NIH GRANT APPLICATIONS DEPARTMENTAL

●

INTERMEDIATE

MANAGING PRE- AND POST-AWARD IN A CENTER/INSTITUTE ENVIRONMENT

58

LISA HINOJOSA*, Research Development & Trial Innovation Manager, University of California-Irvine

LORETTA BASSLER*, Director, Department of Internal Medicine, University of Iowa

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

MONDAY | AUGUST 10, 2020

4:00 – 5:00 pm: EDUCATION SESSIONS CONCURRENT SESSIONS continued DEPARTMENTAL

●

SAMANTHA WESTCOTT*, Sponsored Research Manager, Division of Physics, Mathematics and Astronomy, California Institute of Technology, NCURA Distinguished Educator KAY GILSTRAP, Assistant Director, Business Operations, Center for Molecular & Translational Medicine, Georgia State University

ADVANCED

WORKING WITH FACULTY

FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

SMART GRANTS: A MODEL FOR NEXT GENERATION GRANTS PAYMENTS - A DISTRIBUTED LEDGER (BLOCKCHAIN) USE CASE FINANCIAL/POST-AWARD

●

FINANCIAL/POST-AWARD

●

BASIC

Presenter to be announced

ADVANCED

ANGIE JOHNSON*, Post-Award Manager, University of Wisconsin-Madison

NAVIGATING PRE- AND POST-AWARD MANAGEMENT FOR UNIVERSITY-WIDE CENTERS SUBAWARD INVOICE TRACKING GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

OVERVIEW

DATA PROCESSING, PRIVACY, AND INFORMED CONSENT: THE GDPR AND ITS IMPACT ON U.S. UNIVERSITY RESEARCH PRE-AWARD

●

PRE-AWARD

●

MICHAEL WETKLOW*, Deputy Chief Financial Officer and Division Director for Financial Management, NSF Division of Financial Management, National Science Foundation

Presenter to be announced

BASIC

SHELEZA MOHAMED*, Department Administrator, Department Financial Head, University of Texas Southwestern Medical Center

INTERMEDIATE

MEGAN DIETRICH*, Client Advocacy and Education Specialist, Office of Sponsored Research, Stanford University KRISTA ROZNOVSKY, Senior Contract and Grant Officer, Office of Sponsored Research Pre-Award, Stanford University

NIH R01 FOR BEGINNERS

BUILDING BUDGET JUSTIFICATIONS THAT PROPEL PROPOSALS TO AWARD AND MAKE MANAGEMENT A SNAP! PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

ALTERNATIVES TO EFFORT REPORTING: STRATEGIES FOR IMPLEMENTATION IN A SMALL, LIBERAL ARTS SETTING PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

THE POWER OF ACTIVE LEARNING: STRATEGIES FOR CREATING ENGAGING PROFESSIONAL DEVELOPMENT

SUNNY THOMPSON*, Grant Analyst, Texas Lutheran University

YOU THE

POWER OF

HEATHER JOHNSTON*, Associate Director of Research Communications, Office for the Advancement of Research and Scholarship, Miami University

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

59

Agenda

MONDAY | AUGUST 10, 2020

4:00 – 5:00 pm: EDUCATION SESSIONS CONCURRENT SESSIONS continued PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

JENNIFER CORY DOESCHOT*, Director of Operations, Center for Definitive and Curative Medicine, Department of Pediatrics, Stanford University

RESEARCH COMPLIANCE/ETHICS

●

INTERMEDIATE

SCOTT SHURTLEFF*, Director, Sponsored Programs, The Research Foundation for SUNY ADAM HANEY, Associate Counsel, Office of General Counsel, The State University of New York RUPAL VORA, Senior Associate, Contracts Management, Duke Clinical Research Institute

RESEARCH COMPLIANCE/ETHICS

●

ADVANCED

KERI GODIN*, Senior Director, Office of Research Integrity, Office for the Vice President for Research, Brown University STACEY SPRINGS, Research Integrity Officer, Faculty of Arts and Sciences, Harvard University DEREK ADAMS, Partner, Feldesman Tucker Leifer Fidell LLP KRISTEN SCHWENDINGER, Senior Counsel, Feldesman Tucker Leifer Fidell LLP

STAFF ENGAGEMENT & ESSENTIAL COMMUNICATION: GETTING PEOPLE EXCITED ABOUT THEIR JOBS

EU’S GDPR: PRIVACY, DATA COLLECTION AND PROCESSING. THE IMPACT OF GDPR ON U.SUNIVERSITY RESEARCH AND SPONSORED PROGRAMS CONTRACTING

RESEARCH MISCONDUCT AND ENFORCEMENT TRENDS

DISCUSSION GROUPS CLINICAL/MEDICAL

CLINICAL TRIAL MANAGEMENT

WESLEY HARROTT*, Executive Director, University of Texas M.D. Anderson Cancer Center

RESETTING THE DIAL: CHANGING CULTURE AFTER LEADERSHIP CHANGES

CSILLA CSAPLÁR*, Director, Engineering Research Administration, School of Engineering, Stanford University HEATHER M. OFFHAUS, Director, Medical School Grant Services & Analysis, University of Michigan-Ann Arbor

FINANCIAL/POST-AWARD

Presenter to be announced

EXECUTIVE LEVEL

ALTERNATIVES TO EFFORT REPORTING GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

DIVERSITY & INCLUSION WITH GLOBAL REFLECTIONS PRE-AWARD

ENFORCING YOUR INTERNAL GRANT PROPOSAL DEADLINES: WHAT WORKS AND WHAT DOESN’T?

60

RASHONDA HARRIS*, Director, Post-Award Operations, Office of Research, Grants & Contracts, Emory University

MATTY GILREATH*, Customer Success Manager, Cayuse DAVID SMELSER, Assistant Director, Office of Sponsored Programs, University of Tennessee

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

MONDAY | AUGUST 10, 2020

4:00 – 5:00 pm: EDUCATION SESSIONS DISCUSSION GROUPS continued PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

Presenter to be announced

BEST PRACTICES FOR USING BANNER FINANCE RESEARCH ACCOUNTING MODULE IN PREDOMINANTLY UNDERGRADUATE INSTITUTIONS PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

IF YOU’RE NOT NETWORKING, YOU’RE NOT WORKING RESEARCH DEVELOPMENT

FROM IMPACTFUL RESEARCH TO THE $: SHOW ME THE MONEY! SYSTEMS/DATA/METRICS

ERA, BLOCKCHAIN, HOT TOPICS

LAMAR OGLESBY*, Director, Grant & Contract Accounting, Rutgers, The State University of New Jersey

BRUNO WOERAN*, EU Affairs Manager & Innovation Networks, Merinova TechCenter, University of Vaasa

LORI ANN SCHULTZ*, Senior Director, Research, Innovation & Impact, University of Arizona

5:30 pm | EVENING ZOO WALK Join your colleagues for an evening power walk to the Smithsonian’s National Zoo! A great way to end your busy day with fresh air and a great way to meet new colleagues. Members will be meeting on the terrace level entrance at 5:30 pm on Monday, walk to the zoo and enjoy a 1 hour power walk, leaving the zoo at 7 pm, returning back to the hotel at 7:30 pm. NCURA staff will meet you at the terrace level entrance to see you off with maps of the zoo to guide your power walk once you get there! The Hilton is at 1919 Connecticut Avenue and the Zoo is at 3001 Connecticut Avenue, NW so it is a straight shot up Connecticut Avenue. No sign up required..meet you on the terrace Monday at 5:30 pm!

6:00 pm | DINNER GROUPS NCURA is committed to providing all possible opportunities for you to build and grow your network. Please join your colleagues, to have a relaxed evening and continue your conversations while enjoying a meal outside of the hotel.

Volunteer to lead a dinner group to a local DC restaurant and make new connections with fellow NCURA members.

NCURA staff will provide sign-up sheets for each restaurant, including the restaurant information and menu, along with a volunteer or two to lead the group. Come see us at the registration desk when you arrive!

9:00 pm | REGIONAL HOSPITALITY AND THE NETZONE!

YOU THE

POWER

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

OF

61

AGENDA Tuesday, August 11, 2020

YOU THE

POWER OF

Agenda

TUESDAY | AUGUST 11, 2020

6:15 – 7:00 am | YOGA BLISS Yoga Bliss: Join NCURA’s own Tara Bishop for this restorative practice. We will bring ourselves back to our natural state of balance and tap into the bliss of body, mind and spirit. Namaste

7:15 am – 5:00 pm | AM62 CONCIERGE/REGISTRATION EXPOSITION 2020

NCURA MARKETPLACE

COMPLETE YOUR MEMBER PROFILE

7:15 – 8:00 am | CONTINENTAL BREAKFAST AND BREAKFAST CONNECT TABLES

8:15 – 9:45 am: EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

●

FLIPSIDE: WHAT RESEARCH ADMINISTRATORS NEED TO KNOW ABOUT MOVING BETWEEN CLINICAL AND ACADEMIC OFFICES

ADVANCED

GAI DORAN*, Director of Research, School of Forestry & Environmental Studies, Yale University SUSAN SEDWICK, Senior Consulting Specialist, Attain ROBYN REMOTIGUE, Director, Office of Research Services, School of Public Health, University of North Texas Health Science Center at Fort Worth

CLINICAL/MEDICAL

●

ADVANCED

Presenter to be announced

USING AN OPEN PAYMENTS ASK MONITORING TOOL FOR CLINICAL RESEARCH COI DEPARTMENTAL

●

BASIC

LET’S WORK TOGETHER! PRE- AND POSTAWARD ADMINISTRATOR INTERACTIONS & TOOLS

EXECUTIVE LEVEL

●

ADVANCED

EXECUTIVE FORUM. THE ADMINISTRATIVE CHALLENGES OF GOVERNMENT-INDUSTRYUNIVERSITY PARTNERSHIPS

NATHAN HOLTSCLAW*, Business Officer, College of Health & Human Services, University of North Carolina at Wilmington ALTHEA LEWIS, Pre-Award Grant Specialist, College of Health and Human Services, University of North Carolina at Wilmington DAVID MAYO*, Director of Sponsored Research, California Institute of Technology, NCURA Distinguished Educator

YOU THE

POWER OF

FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

NATIONAL SCIENCE FOUNDATION (NSF) UPDATE

JEAN FELDMAN*, Head, Policy Office, Division of Institution and Award Support, Office of Budget, Finance & Award Management, National Science Foundation

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

63

Agenda

TUESDAY | AUGUST 11, 2020

8:15 – 9:45 am: EDUCATION SESSIONS CONCURRENT SESSIONS continued FINANCIAL/POST-AWARD

●

INTERMEDIATE

BREAKING DOWN THE SILOS BETWEEN POSTAND PRE-AWARD

GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

OVERVIEW

OUR IDENTITY: RESEARCH ADMINISTRATION AS A PROFESSION PRE-AWARD

●

ADVANCED

UNTANGLING THE NET: CONCEPTUAL PROMISES VERSUS CONTRACTUAL REALITIES PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

CAN YOU BE AN EFFECTIVE PUI AND R2 INSTITUTION?

BRYONY WAKEFIELD*, Workstream Lead: Service Model | Access | Experience, Research Office, University of Melbourne

JENNIFER SILVER*, Director-Research Service Center, University of Texas at San Antonio

CAROLYN ELLIOTT-FARINO*, Executive Director, Office of Research, Kennesaw State University

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

CHURNING AND BURNING (OUT) WHY OVERWORKING AND MULTI-TASKING MIGHT NOT BE WORKING FOR YOU

IANTHE BRYANT-GAWTHROP*, Director, Research Regulatory Affairs and Human Research Protection Program, Purdue University Main Campus DIANE HILLEBRAND, Grants Manager, School of Medicine & Health Science, University of North Dakota

RESEARCH COMPLIANCE/ETHICS

BUFFY BEATTIE*, Director, Higher Education, Huron

●

BASIC

RESPONSIBILITIES OF THE IACUC AND REDUCING INVESTIGATOR ADMINISTRATIVE BURDEN IN THE 21ST CENTURY RESEARCH DEVELOPMENT

●

SYSTEMS/DATA/METRICS

●

ADVANCED

MAUREEN THOMPSON-SIEGEL*, Senior Grant and Contract Administrator, Office of Research and Project Administration, Princeton University KELLY FREIDENFELDS, Senior Associate Director, Corporate Engagement & Foundation Relations, Princeton University JONELLE BRADSHAWDE HERNANDEZ, Executive Director, Foundation Relations, Princeton University

BASIC

FRANK CONTE*, Director, Huron LYNDA WOLTER, Higher Education Consulting Manager, Office of Sponsored Research, Huron

BEST PRACTICES WITH FOUNDATIONS: BUILDING RELATIONSHIPS TO PROMOTE EFFECTIVE INTERACTIONS

HOW TO MAXIMIZE A TECHNOLOGY IMPLEMENTATION

64

ROBERT ANDRESEN*, Director of Research Financial Services, Research and Sponsored Programs, University of Wisconsin-Madison, NCURA Distinguished Educator EVA BJÖRNDAL, Head of Post-Award, King’s College of London DANIELA AMADIO, Head of Research Grants (Pre-Award), King’s College London

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

8:15 – 9:45 am: EDUCATION SESSIONS DISCUSSION GROUPS DEPARTMENTAL

ALLOCABILITY AMONG MULTIPLE PROJECTS: STRATEGIES AND METHODS FOR THE DEPARTMENTAL ADMINISTRATOR FEDERAL/SPONSORS/AGENCIES

LET’S TALK MORE ABOUT THE RESEARCH ENVIRONMENT (SCIENCE & SECURITY, RESPONSIBLE & ETHICAL CONDUCT OF RESEARCH, BROADENING PARTICIPATION) GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

TOLISE DAILEY*, Training Manager, Research Development Team, Johns Hopkins University FANNIE WALTON, Senior Administrative Director, Georgetown-Howard University Center for Clinical and Translational Science, Georgetown University Medical Center LISA NICHOLS*, Assistant Director for Academic Engagement, Office of Science and Technology Policy

Presenter to be announced

HOT TOPICS FOR NON-U.S. PARTNERS PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

THERE IS NO CRYING IN RESEARCH ADMINISTRATION

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

DEVELOPING & ADMINISTERING SPONSORED PROJECTS IN PUIs: THE POWER OF THE (YOU)NIVERSITY COMMUNITY

ANNE PASCUCCI*, Director, Sponsored Programs, Sponsored Programs and Grants Management, Christopher Newport University JENNIFER CROCKETT, Assistant Vice Provost, Research Accounting & Financial Compliance, University of Massachusetts Boston TERI GULLEDGE*, Director, Business Affairs, Southern Illinois University Edwardsville

SUPPORTING WOMEN IN LEADERSHIP

BONNIEJEAN ZITSKE*, Assistant Director for Post-Award, University of Wisconsin-Madison

RESEARCH COMPLIANCE/ETHICS

MIKE CULLEN*, Director, Baker Tilly

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

CYBERSECURITY ISSUES IN RESEARCH

(FOLLOW-UP TO CONCURRENT SESSION HELD MONDAY AT 1:30 PM)

RESEARCH DEVELOPMENT

FOUNDATION RELATIONS

YOU

VIVIAN HOLMES*, Assistant Dean, Research Administration, School of Public Health, Boston University

THE

POWER

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

OF

65

Agenda

TUESDAY | AUGUST 11, 2020

9:45 – 10:15 am | NETWORKING AND REFRESHMENT BREAK

10:15 – 11:30 am: EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

●

BASIC

Presenter to be announced

LIFECYCLE OF A CLINICAL TRIAL DEPARTMENTAL

●

DEPARTMENTAL

●

INTERMEDIATE

KAY GILSTRAP*, Assistant Director, Business Operations, Center for Molecular & Translational Medicine, Georgia State University ROBYN REMOTIGUE, Director, Office of Research Services, School of Public Health, University of North Texas Health Science Center at Fort Worth

ADVANCED

KEVIN COOK*, Higher Ed Consulting Director, Huron

ARE YOU COMING OR GOING? HOW TO PREPARE FOR FACULTY TRANSFERS

RESEARCH ADMINISTRATION SHARED SERVICES: MODELS FOR TRANSFORMATIONAL CHANGE AND ENHANCED SERVICE DELIVERY AT THE UNIT LEVEL FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

OFFICE OF SCIENCE AND TECHNOLOGY (OSTP) UPDATE, INCLUDING JOINT COMMITTEE ON THE RESEARCH ENVIRONMENT (JCORE) FINANCIAL/POST-AWARD

●

FINANCIAL/POST-AWARD

●

BASIC

CAROLINE BEEMAN*, Director, MAXIMUS Higher Education, Inc.

INTERMEDIATE

KAREN NIEMEIER*, Executive Director, Research Administration, Children’s Hospital Los Angeles

FRINGE BENEFITS: THE HOW TO GUIDE EFFECTIVE PRE- AND POST-AWARD MANAGEMENT OF INDUSTRY CLINICAL TRIALS GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

OVERVIEW

FEDERAL FUNDING: COMPLIANCE FOR NON-US PARTNERS PRE-AWARD

●

BASIC

BASICS OF CONTRACT DRAFTING AND NEGOTIATIONS

66

LISA NICHOLS*, Assistant Director for Academic Engagement, Office of Science and Technology Policy

CHRISTINE CHANG*, US Research Funding Grants Specialist, Central Administration, Karolinska Institutet IOANNIS LEGOURAS, Vice Head, Strategic Cooperations and Research Funding Department, Max Delbrück Centre NANCY LEWIS*, Executive Director, Sponsored Projects, University of California-Irvine

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

10:15 – 11:30 am: EDUCATION SESSIONS CONCURRENT SESSIONS continued PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

CHANGING THE PLAYBOOK OF RESEARCH ADMINISTRATION AT A PUI

KIMBERLY LANGOLF*, Interim Associate Director, University of Wisconsin Oshkosh

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

LIZ GRINSTEAD*, Senior Research Administrator, Office of Sponsored Programs, Colorado State University

RESEARCH COMPLIANCE/ETHICS

NICK NOVAK*, Assistant Vice Chancellor, University of Wisconsin-Madison

CREATING HARMONY: BRIDGING INTROVERTS AND EXTROVERTS ●

INTERMEDIATE

BAYH DOLE COMPLIANCE RESEARCH DEVELOPMENT

●

RESEARCH DEVELOPMENT

●

SYSTEMS/DATA/METRICS

●

BASIC

MARC LENNON*, Grants Manager, Research Development Team, Johns Hopkins University

UPDATE

VIVIAN HOLMES*, Assistant Dean, Research Administration, School of Public Health, Boston University

INTERMEDIATE

MATTHEW STAMAN*, Managing Director, Huron STEPHANIE GRAY, Assistant Vice President, Office of Research, University of Florida KURT MCMILLEN, Assistant Director, Pre-Award Services, University of Wisconsin-Madison

RESEARCH DEVELOPMENT FUNDAMENTALS FOR RESEARCH ADMINISTRATORS FOUNDATION UPDATE

GETTING EXPECTED BENEFTS FROM A NEW SYSTEM

DISCUSSION GROUPS CLINICAL/MEDICAL

Presenter to be announced

TRENDS IN MASTER CLINICAL RESEARCH AGREEMENTS (FOLLOW-UP TO CONCURRENT SESSION HELD MONDAY AT 10:15 AM)

DEPARTMENTAL

LET’S WORK TOGETHER! PRE- AND POSTAWARD ADMINISTRATOR INTERACTIONS & TOOLS (FOLLOW-UP TO CONCURRENT SESSION HELD TUESDAY AT 8:15 AM)

NATHAN HOLTSCLAW*, Business Officer, College of Health & Human Services, University of North Carolina at Wilmington ALTHEA LEWIS, Pre-Award Grant Specialist, College of Health and Human Services, University of North Carolina at Wilmington

YOU THE

POWER

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

OF

67

Agenda

TUESDAY | AUGUST 11, 2020

10:15 – 11:30 am: EDUCATION SESSIONS DISCUSSION GROUPS continued EXECUTIVE LEVEL

A DISCUSSION OF COGR’S 2019 PUBLICATION, EXCELLENCE IN RESEARCH: THE FUNDING MODEL, F&A REIMBURSEMENT, AND WHY THE SYSTEM WORKS FEDERAL/SPONSORS/AGENCIES

OTHER TRANSACTION AGREEMENT AUTHORITY: UNDERSTANDING THE LANDSCAPE FINANCIAL/POST-AWARD

SUBRECIPIENT MONITORING: THE BASICS GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

UNDERSTANDING AND MITIGATING FINANCIAL RISKS IN A GLOBAL ENVIRONMENT PRE-AWARD

UNTANGLING THE NET: CONCEPTUAL PROMISES VERSUS CONTRACTUAL REALITIES

CYNTHIA HOPE*, Assistant Vice President for Research & Director of Sponsored Programs, The University of Alabama, NCURA Distinguished Educator

SARAH WHITE*, Associate Vice Chancellor for Research, Office of Sponsored Programs, University of Tennessee Health Science Center

REGNIER JURADO*, Director, Research Management Solutions, Office of Research & Economic Development, Florida International University ELIZABETH ADAMS*, Director, Office of Research and Project Administration, Princeton University

JENNIFER SILVER*, Director-Research Service Center, University of Texas at San Antonio

(FOLLOW-UP TO CONCURRENT SESSION HELD TUESDAY AT 8:15 AM)

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

SHORT STAFFED? NOT SURE HOW TO SURVIVE? TIPS FROM A MANAGER THAT EXPERIENCED IT AND LIVED TO TELL ABOUT IT RESEARCH COMPLIANCE/ETHICS

RESEARCH MISCONDUCT AND ENFORCEMENT (FOLLOW-UP TO CONCURRENT SESSION HELD MONDAY AT 4:00 PM)

68

MATT MURPHY*, Assistant Director, NIH/NASA/DOE/ NEA/NEH/VA/DOL Awards, University of Illinois at UrbanaChampaign

KERI GODIN*, Senior Director, Office of Research Integrity, Office for the Vice President for Research, Brown University STACEY SPRINGS, Research Integrity Officer, Faculty of Arts and Sciences, Harvard University DEREK ADAMS, Partner, Feldesman Tucker Leifer Fidell LLP KRISTEN SCHWENDINGER, Senior Counsel, Feldesman Tucker Leifer Fidell LLP

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

11:30 am – 1:00 pm | NETWORKING LUNCHEON, AWARDS AND RECOGNITION Join us for lunch and the presentation of the Catherine Core Minority Travel Award, Annual Meeting Travel Award and recognition of our volunteers.

1:15 – 2:15 pm: EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

●

CLINICAL/MEDICAL

●

INTERMEDIATE

MICHELLE HOLKO*, White House Presidential Innovation Fellow, National Institutes of Health

ADVANCED

ANGELA CHARBONEAU WISHON*, Vice President for Research Compliance and Administration, Prisma Health

NIH ALL OF US PROGRAM PERSPECTIVES FROM THE HEALTH SYSTEM PARTNER: HOW TO BUILD STRONG, INTEGRATED RESEARCH SERVICES WITH ACADEMIC PARTNER DEPARTMENTAL

●

BASIC

FACULTY ONBOARDING: LESSONS LEARNED BEYOND THE CHECKLIST FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

FEDERAL DEMONSTRATION PARTNERSHIP (FDP) AND COUNCIL ON GOVERNMENT RELATIONS (COGR) UPDATES

FINANCIAL/POST-AWARD

BASICS OF F&A

●

JENNIFER FOLEY*, Administrator, Medical College of Wisconsin

RICHARD SELIGMAN*, Associate Vice President for Research Administration, California Institute of Technology WENDY STREITZ, President, Council on Governmental Relations (COGR) MICHELE MASUCCI, Vice President for Research, Professor of Geography and Urban Studies, Director of the Information Technology and Society Research Group, Temple University MITZI SINGLETON*, MAXIMUS Higher Education, Inc.

BASIC

GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

OVERVIEW

ALEXANDER KIRK*, Senior Research Administrator, King’s College of London

OVERVIEW

JOHN HANOLD*, Director, Sponsored Programs, Vice President for Research, Office of Sponsored Programs, The Pennsylvania State University

DUE DILLIGENCE FOR GLOBAL PARTNERS: WHEN, HOW AND WHAT? FOREIGN COLLABORATIONS AND FEARS OF FOREIGN INFLUENCE: CURRENT STATE

YOU THE

POWER

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

OF

69

Agenda

TUESDAY | AUGUST 11, 2020

1:15 – 2:15 pm: EDUCATION SESSIONS CONCURRENT SESSIONS continued PRE-AWARD

●

ADVANCED

PRE-AWARD PRACTICES: CALIBRATING YOUR SIXTH SENSE

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

USING GRANTS TO BROADEN THE CONVERSATION ON DIVERSITY

OVERVIEW

LOURDES BASTAS*, Associate Director, Post-Award, University of North Georgia

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

NATASHA WILLIAMS*, Associate Director, Research Development & Strategic Initiatives, Kennesaw State University

RESEARCH COMPLIANCE/ETHICS

KELLY HOCHSTETLER*, Director, Office of Export Controls, Office of Research Integrity, University of Virginia

MANAGING UP: WHAT IT MEANS AND WHY IT MATTERS ●

ADVANCED

EXPORT CONTROLS: RECENT REGULATORY CHANGES RESEARCH DEVELOPMENT

●

SYSTEMS/DATA/METRICS

●

INTERMEDIATE

JEREMY MINER*, Director of Grants and Contracts, Office of Research and Sponsored Programs, University of Wisconsin-Eau Claire TADASHI SUGIHARA, Manager of Grants and Research Collaborations Section, Grants and Research Collaborations Section, Okinawa Institute of Science and Technology Graduate University

INTERMEDIATE

ADRIEL VILLEGAS-ESTRADA*, Assistant Director, Research Administration, Weill Cornell Medicine

RESEARCH DEVELOPMENT STRATEGIES FROM AROUND THE GLOBE

DEVELOPMENT & TRACKING OF METRICS IN DEPARTMENT RESEARCH ADMINISTRATION

70

ALICE DOYLE*, Assistant Director, Pre-Award Services, Office of Research & Sponsored Projects, Loyola Marymount University LORELEI SELLS, Director of Sponsored Programs, University of Tampa

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

1:15 – 2:15 pm: EDUCATION SESSIONS DISCUSSION GROUPS CLINICAL/MEDICAL

Presenter to be announced

A YEAR LATER, DISCUSSION OF POST COMMON RULE EFFECT EXECUTIVE LEVEL

U.S. UNIVERSITIES WITH FOREIGN CAMPUSES: A DIFFERENT PERSPECTIVE ON DEALING WITH MATTERS OF FOREIGN INFLUENCE FEDERAL/SPONSORS/AGENCIES

THE ROLE OF THE NATIONAL LABORATORIES (DEPARTMENT OF ENERGY) FINANCIAL/POST-AWARD

HOW TO AVOID DROWNING IN COST TRANSFERS GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

LOST IN TRANSLATION: BRIDGING THE LANGUAGE BARRIER IN CROSS-COUNTRY PRE-AWARD

TEMPORARY RESEARCH ADMINISTRATION COVERAGE: BUILDING AN ELITE ‘TRAC TEAM’ PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

MINDFULNESS IN THE MODERN WORKPLACE RESEARCH COMPLIANCE/ETHICS

FOREIGN NATIONALS ON U.S. CAMPUSES: EXPORT COMPLIANCE REVIEW

NANCY DANEAU*, Assistant Vice Provost for Research, Office of Sponsored Programs, New York University

ROBERT (LEE) CHEATHAM*, Director of Technology and Outreach, Pacific Northwest National Laboratory

SUSAN ZIPKIN*, Manager, Accounting and Financial Compliance, University of New Hampshire

THERESA CABAN*, Manager, Clinical Trials and Industry Contracts, Lundquist Institute for Biomedical Innovation at Harbor-UCLA Medical Center LAURA BARDE*, Contracts and Grants Manager, University of California-San Francisco

PAMELA WATSON*, Grants Manager, Vanderbilt University Medical Center JANET SIMONS*, Director, Research Policy and Export Officer, Sponsored Programs Administration, University of Maryland, Baltimore

2:15 – 2:45 pm | NETWORKING AND REFRESHMENT BREAK

YOU THE

POWER OF

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

71

Agenda

TUESDAY | AUGUST 11, 2020

2:45 – 3:45 pm: EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

●

INTERMEDIATE

Presenter to be announced

HOW TO BE A SPONSOR INVESTIGATOR/ WHAT DOES IT MEAN TO BE A REGULATORY SPONSOR/CTSA’S DEPARTMENTAL

●

DEPARTMENTAL

●

BASIC

CARRIE CHESBRO*, Associate Director, Post-Award, Sponsored Projects Services, University of Oregon

INTERMEDIATE

DERICK JONES*, Program Manager, Translational Genomics and Population Sciences, Lundquist Institute for Biomedical Innovation at Harbor-UCLA Medical Center

COST TRANSFERS AND PTERODACTYLS YOU ARE MORE THAN YOUR TITLE: UNDERSTANDING THE ROLE OF THE DRA FEDERAL/SPONSORS/AGENCIES

●

FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

SCOTT NILES*, Contracting Officer, Research and Sponsored Programs, Georgia Institute of Technology

OVERVIEW

KEN LISH*, Director, Contract Grant Audits, NSF OIG, National Science Foundation ROCHELLE RAY, Branch Chief, National Science Foundation

SHRIMP ON A TREADMILL: POLITICS AND PERCEPTION IN FEDERALLY FUNDED RESEARCH FEDERAL AUDIT ENVIRONMENT: RESEARCH, RESULTS & RISK FINANCIAL/POST-AWARD

●

INTERMEDIATE

BUILDING A PLANE IN FLIGHT: IMPROVING POST-AWARD GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

OVERVIEW

RENEE RAINES*, Assistant Dean for Administration, University of Arkansas for Medical Sciences

OVERVIEW

ROSS HICKEY*, Assistant Provost, Office of Research Integrity and Outreach (ORIO), University of Southern Maine

COMBAT GLOBAL PROPOSAL WARMING: CAUSES AND SOLUTIONS TO EXTREME PROPOSAL MELTDOWNS, COSTLY CONSEQUENCES, AND HOW TO NAVIGATE THE CURRENCY EXCHANGE BUILDING STRATEGIC INTERNATIONAL PARTNERSHIPS PRE-AWARD

●

BASIC

BUDGETING YOUR ROAD MAP: CREATING AND IMPLEMENTING AUDIT-WORTHY BUDGETS AT R1 INSTITUTIONS AND PUI INSTITUTIONS

72

EVA BJÖRNDAL*, Head of Post-Award, King’s College of London

ROXANNE SMITH PARKS*, Grants and Contracts Specialist, Senior, Lamar University VANESSA LOPEZ, Senior Grants Administrator, University of Texas at Austin

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

2:45 – 3:45 pm: EDUCATION SESSIONS CONCURRENT SESSIONS continued PRE-AWARD

●

MICHELLE SCHOENECKER*, Senior Proposal Development Manager, Office of Research & Sponsored Programs, University of Wisconsin-Milwaukee

INTERMEDIATE

MANAGING GRANT OPPORTUNITIES PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

JEFFREY RITCHIE*, Director of Sponsored Programs, Hamilton College

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

PANDA POWELL*, Assistant Vice Chancellor of Research Services & Project Management, North Carolina Agricultural and Technical State University KRIS MONAHAN, Director, Sponsored Projects and Research Compliance, Providence College MICHAEL CASTILLEJA, Grants Accounting Manager, University of the Incarnate Word

PUI GUIDE TO IRB

CONTINUING UNIFORM GUIDANCE ISSUES FOR PUIs

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

SAMANTHA ALESHIRE*, Principal Grant & Contract Management Officer, Office of Grants & Contracts Administration, University of Alaska Fairbanks SARAH BROWNGOETZ, Director College Grant Development, Olympic College

RESEARCH COMPLIANCE/ETHICS

●

BASIC

IANTHE BRYANT-GAWTHROP*, Director, Research Regulatory Affairs and Human Research Protection Program, Purdue University Main Campus AMY WRIGHT, Director of Research Services, Indiana University School of Medicine

RESEARCH COMPLIANCE/ETHICS

●

INTERMEDIATE

LAUREN HARTSMITH*, Policy, Division of Policy and Assurances (DPA), Office for Human Research Protections, U.S. Department of Health and Human Services

KEEP CALM AND WARRIOR ON: STRESS AT WORK AND BEYOND

BUG FIXES: FIVE CRITICAL COMPLIANCE STEPS

IRB HOT TOPICS: COMMON RULE, SINGLE IRB, ETC.

DISCUSSION GROUPS CLINICAL/MEDICAL

INVESTIGATOR INITIATED TRIALS VS SPONSORED INITIATED CONTRACTS

SCOTT DAVIS*, Associate Director, Research Administration Office, University of Oklahoma Health Sciences Center

YOU THE

POWER OF

DEPARTMENTAL

MERGING ACADEMIC DEPARTMENTS: IDEAS AND CONSIDERATIONS FOR THE RESEARCH ADMINISTRATOR

BILL COURTNEY*, Senior Grant Specialist, School of Medicine, Washington University in St. Louis

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

73

Agenda

TUESDAY | AUGUST 11, 2020

2:45 – 3:45 pm: EDUCATION SESSIONS DISCUSSION GROUPS continued FEDERAL/SPONSORS/AGENCIES

Presenter to be announced

MANAGING FEDERAL PROPERTY INCLUDING EQUIPMENT FINANCIAL/POST-AWARD

THE IMPORTANCE OF CREATING ADVANCE ACCOUNTS PRE-AWARD

AN ORIGINAL PROPOSAL ROUTING SYSTEM THAT INCLUDES AUTOMATED TARGETED FUNDING NOTIFICATIONS FOR FACULTY PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

YIKES! OUR NEW AWARD EARNS PROGRAM INCOME?!

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

PRO-ACTIVE PRE-AWARD PRACTICES

(FOLLOW-UP TO CONCURRENT SESSION HELD TUESDAY AT 1:15 PM)

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

THE INSIDERS GUIDE TO THE CRA EXAM RESEARCH DEVELOPMENT

DIVERSITY & INCLUSION TO FURTHER YOUR PI’s RESEARCH

DANIELA PRELIPCEANU*, Accounting Manager, Rutgers, The State University of New Jersey

AMANDA CLARKE*, Director of Scientific Writing, University of Tennessee Health Science Center

DARREN HOWARD*, Manager, Grants Accounting and Compliance, Moraine Valley Community College

ALICE DOYLE*, Assistant Director, Pre-Award Services, Office of Research & Sponsored Projects, Loyola Marymount University LORELEI SELLS, Director of Sponsored Programs, University of Tampa JEFFREY RITCHIE*, Director of Sponsored Programs, Hamilton College LANEIKA MUSALINI*, Director, Office of Grants Development and Sponsored Programs, Tri-County Technical College SAIQA ANNE QURESHI, Manager of Operations, Center for Digital Health Innovation (CDHI), University of California-San Francisco

3:45 – 4:00 pm | NETWORKING AND REFRESHMENT BREAK

74

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

4:00 – 5:00 pm: EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

●

INTERMEDIATE

LEARNING HOW TO BEND THE RULES: REVISITING INSTITUTIONAL POLICIES AND PRACTICES TO SOLVE UNIQUE CHALLENGES: OUR JOURNEY WITH CTSA DEPARTMENTAL

●

DEPARTMENTAL

●

INTERMEDIATE

HEATHER OFFHAUS*, Director, Medical School Grant Services & Analysis, University of Michigan-Ann Arbor CSILLA CSAPLÁR, Director, Engineering Research Administration, School of Engineering, Stanford University

ADVANCED

AMANDA MIKHAIL*, Administrator, Research, Mayo Clinic Rochester

FINANCIAL COMPLIANCE ISSUES: WHAT’S A DEPARTMENTAL RESEARCH ADMINISTRATOR TO DO? TRANSLATING INSTITUTIONAL STRATEGY TO DEPARTMENTAL STRATEGY AND EXECUTION FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

GUIDE TO FEDERAL CONTRACTS: FAR AND WIDE FINANCIAL/POST-AWARD

●

FINANCIAL/POST-AWARD

●

JASON PARK*, Pre-Awards Manager, Research Development, School of Biological Sciences, University of California-Irvine NANCY LEWIS, Executive Director, Sponsored Projects, University of California-Irvine MEGAN VU, Principal Pre-Awards Analyst, University of California-Irvine

BASIC

DOROTHY JOHNSON*, Managing Officer, Research and Sponsored Programs, University of Wisconsin-Madison NANCY DUFAU, Assistant Vice President, Office of Sponsored Programs and Research, Towson University

BACK TO BASICS: NAVIGATING THE AWARD BUDGET GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

OVERVIEW

HORIZON 2020 AUDITS IN A U.S. POST-AWARD ENVIRONMENT ●

BASIC

THE CLOCK IS TICKING: IMPROVING AWARD SETUP TURNAROUND TIMES PRE-AWARD

●

DAVID MAYO*, Director of Sponsored Research, California Institute of Technology, NCURA Distinguished Educator

ADVANCED

AWARD CLOSEOUT: A COLLABORATIVE EFFORT

PRE-AWARD

TAMMY SUTTON*, Senior Post-Award Accountant, University of Virginia

INTERMEDIATE

THE POST-SUBMISSION PRE-AWARD REVIEW PROCESS

JONATHAN GRAY*, Senior Manager, Grant Auditing Team, LEES Chartered Certified Accountants

SONIA SINGH*, Director, Huron

YOU THE

POWER OF

DOMINIC ESPOSITO*, Director of Sponsored Programs Administration, Farmingdale State University of New York

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

75

Agenda

TUESDAY | AUGUST 11, 2020

4:00 – 5:00 pm: EDUCATION SESSIONS CONCURRENT SESSIONS continued PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

PUI TO A CARNEGIE RESEARCH INTENSIVE CLASSIFICATION: STRATEGIC INITIATIVES FOR ADMINISTRATIVE CAPACITY AND INSTITUTIONAL COMMITMENT

EMILY DEVEREUX*, Executive Director, Research & Technology Transfer, Arkansas State University

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

TIMOTHY SCHAILEY*, Director, Research Administration, Office of Research Administration, Thomas Jefferson University ERIN BAILEY, Chief Financial Officer, Clinical and Translational Research Institute, University at Buffalo

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

NICHOLAS PRIEUR*, Research Administration Senior Manager, University of Michigan-Ann Arbor MELISSA KARBY, Director of Research Administration, School of Dentistry, University of Michigan-Ann Arbor

RESEARCH COMPLIANCE/ETHICS

KRISTA CAMPEAU*, Export Control Officer & Director, Export Controls and Research Information Security Oversight, Office of Research, University of Michigan STEVEN DAWSON, Facility Security Officer/Assistant Director, Research Information Security Oversight, University of Michigan-Ann Arbor

PERSONAL BRANDING

PRESENTATION SKILLS FOR RESEARCH ADMINISTRATORS: A GO-TO GUIDE ●

ADVANCED

CONTROLLED UNCLASSIFIED INFORMATION

DISCUSSION GROUPS CLINICAL/MEDICAL

HOW TO SUPPORT CLINICAL FACULTY IN GRANT WRITING WITH HEAVY CLINIC LOAD DEPARTMENTAL

COST PRINCIPLES, CAN I CHARGE THIS TO MY GRANT? EXECUTIVE LEVEL

IMPROVING SUBRECIPIENT MONITORING THROUGH THE USE OF THE FDP’S EXPANDED CLEARINGHOUSE FEDERAL/SPONSORS/AGENCIES

LISA HINOJOSA*, Research Development & Trial Innovation Manager, University of California-Irvine

GLENDA BULLOCK*, Director of Research and Business Administration, Department of Medicine, Washington University in St. Louis LYNETTE ARIAS*, Assistant Vice Provost for Research, Office of Sponsored Programs, University of Washington

Presenter to be announced

GUIDANCE ON INDIRECT COST RESTRICTIONS - NATIONAL INSTITUTE OF FOOD AND AGRICULTURE (NIFA) (E.G., 30% TFFA)

76

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

4:00 – 5:00 pm: EDUCATION SESSIONS CONCURRENT SESSIONS DISCUSSION GROUPS continued FINANCIAL/POST-AWARD

FRINGE BENEFITS: THE HOW-TO GUIDE

CAROLINE BEEMAN*, Director, MAXIMUS Higher Education, Inc.

(FOLLOW-UP TO CONCURRENT SESSION HELD TUESDAY AT 10:15 AM)

GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

HORIZON EUROPE AND COLLABORATION OPPORTUNITIES FOR NON-EU INSTITUTIONS PRE-AWARD

MANAGING GRANT OPPORTUNITIES (FOLLOW-UP TO CONCURRENT SESSION HELD TUESDAY AT 2:45 PM)

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

HOT TOPICS FOR PUI RESEARCH ADMINISTRATION SYSTEMS/DATA/METRICS

HOW YOU CAN BUILD AN ENVIRONMENT FOR SUCCESSFUL DATA REPORTING SYSTEMS/DATA/METRICS

AWARD SETUP/CLOSEOUT METRICS DISCUSSION

DANIELA AMADIO*, Head of Research Grants (Pre-Award), King’s College London

MICHELLE SCHOENECKER*, Senior Proposal Development Manager, Office of Research & Sponsored Programs, University of Wisconsin-Milwaukee MARTIN WILLIAMS*, Director, Office of Sponsored Programs, William Paterson University TRISHA SOUTHERGILL, Grant Support Manager, Montana Technological University NATASA RASKOVIC*, Research Administration Data Analyst, University of Alaska Fairbanks JESSICA GREINER, Financial Research Coordinator, University of Maryland BRYNN TOMLINSON*, Manager, Risk, Internal Audit, and Cybersecurity Services, Baker Tilly RASHONDA HARRIS, Director, Post-Award Operations, Office of Research, Grants & Contracts, Emory University

7:00 – 11:00 pm | TUESDAY NIGHT CELEBRATION ROARING 20’S PARTY

Following a great day of sessions, enjoy a casual, speakeasy-style Roaring 20’s celebration of this milestone year! Travel back in time to an era of intrigue and elegance. Feel free to come in your flapper dress or dapper suit for food, beverages and music at our exclusive NCURA speakeasy! Bring the kids to join in on the fun from 7:00 –9:00 pm. The DJ will keep the party going and the dancing will continue from 9:00 – 11:00 pm.

Guest tickets will be available for purchase, and kids under 13 are free! Drink tickets will be provided at registration, and your badge is your entrance ticket.

This event is included in your conference registration. Guest ticket registration will be available in June.

AM62

Roaring 20s

Party

9:00 pm | REGIONAL HOSPITALITY AND THE NETZONE! August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

77

AGENDA Wednesday, August 12, 2020

YOU THE

POWER OF

Agenda

WEDNESDAY | AUGUST 12, 2020

7:30 am – Noon | AM62 CONCIERGE/REGISTRATION 7:30 – 8:15 am | ANNUAL BUSINESS MEETING AND CONTINENTAL BREAKFAST 7:30 – 10:30 am | NCURA MARKETPLACE

COMPLETE YOUR MEMBER PROFILE

8:30 – 10:00 am: EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

●

INTERMEDIATE

SERVICE DELIVERY EXCELLENCE: A CASE STUDY USING ‘VOICE OF THE RESEARCHERS’ TO IMPROVE RESEARCH ADMINISTRATION SERVICES DEPARTMENTAL

●

BASIC

BUILDING INTERNAL CONTROLS AT THE DEPARTMENT LEVEL EXECUTIVE LEVEL

●

ADVANCED

ADDRESSING THE CHALLENGES OF FOREIGN INVOLVEMENT IN THE U.S. RESEARCH ENTERPRISE: HOW RESEARCH ADMINISTRATORS CAN HELP FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

NATIONAL INSTITUTE OF HEALTH (NIH) UPDATE FINANCIAL/POST-AWARD

●

INTERMEDIATE

SUBS: SUBAWARD USER BUSINESS SYSTEMBUILDING AN OUTGOING SUBAWARD SYSTEM GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

OVERVIEW

THE LATEST TRENDS IN RESEARCH DEVELOPMENT: AN INTERNATIONAL PERSPECTIVE

KAREN HARTMAN*, Administrator, Research Compliance, Mayo Clinic Rochester

TRACEY TRUJILLO*, Research Administrator, Warner College of Natural Resources, Colorado State University

PAMELA WEBB*, Associate Vice President for Research, Sponsored Projects Administration, University of Minnesota

MICHELLE BULLS*, Director, Office of Policy for Extramural Research Administration, National Institutes of Health

CONNIE MOTOKI*, Grants Manager, Office of Sponsored Research Services (OSRS), Washington University in St. Louis JENNIFER KLENKE, Project Manager, Washington University in St. Louis

YOU

RANDY OZDEN*, President and CEO, Streamlyne MARTIN KIRK, Operations Director, Research & Innovation, King’s College London

THE

POWER

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

OF

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Agenda

WEDNESDAY | AUGUST 12, 2020

8:30 – 10:00 am: EDUCATION SESSIONS CONCURRENT SESSIONS continued PRE-AWARD

●

ADVANCED

INNOVATIONS FOR PRE-AWARD WORKFLOW PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

TAPPING INTO YOUR OWN PERSONAL POWER

EMILY DEVEREUX*, Executive Director, Research & Technology Transfer, Arkansas State University SHUNA MCMICHAEL*, Director, Office of Sponsored Research, Soka University of America

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

DOROTHY JOHNSON*, Managing Officer, Research and Sponsored Programs, University of Wisconsin-Madison SYLVIA BRADSHAW, Director of Sponsored Programs, Agreements, Research, and Contracts (SPARC), Southern Utah University

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

TANYA BLACKWELL*, Manager, Office of Sponsored Programs, Children’s Healthcare at Atlanta, Inc.

CHANGING INSTITUTIONS: GOING OUT TO GO UP

●

OVERVIEW

BOUNDARIES AND BALANCE: BREAKING BEHAVIORS THAT HURT WHEN YOU’RE ONLY TRYING TO HELP RESEARCH COMPLIANCE/ETHICS

●

BASIC

THE NIH PUBLIC ACCESS POLICY: A ROADMAP TO SUCCESS IN POLICY COMPLIANCE RESEARCH DEVELOPMENT

●

SYSTEMS/DATA/METRICS

●

ERIN BAILEY*, Chief Financial Officer, Clinical and Translational Research Institute, University at Buffalo

ADVANCED

PAUL TUTTLE*, Director of Proposal Development, Office of Research Services, North Carolina Agricultural and Technical State University PATRICK LENNON, Assistant Administrator, University of Washington

INTERMEDIATE

NOAM PINES*, Associate Director, Sponsored Projects Office, University of California-Berkeley

PROPOSAL DEVELOPMENT: HELPING FACULTY WITH CONTENT AND PROCESS DETAILS

INSIDE THE BLACK BOX: REPORTING/ ANALYTICS

DISCUSSION GROUPS DEPARTMENTAL

SUB-AWARD MONITORING

80

ANGELICA MARTINEZ*, Operations Manager for the Center for Definitive and Curative Medicine, Standford University

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

WEDNESDAY | AUGUST 12, 2020

8:30 – 10:00 am: EDUCATION SESSIONS DISCUSSION GROUPS continued DEPARTMENTAL

COST TRANSFERS AND PTERADACTYLS

CARRIE CHESBRO*, Associate Director, Post-Award, Sponsored Projects Services, University of Oregon

(FOLLOW-UP TO CONCURRENT SESSION HELD TUESDAY AT 2:45 PM)

FEDERAL/SPONSORS/AGENCIES

NAVIGATING NATIONAL INSTITUTES OF HEALTH TRAINING GRANTS

MALLORY MUSOLF*, Associate Director, Office of Training Grant Support, University of Wisconsin-Madison JENNY DAHLBERG, Senior Administrative Program Specialist, UW School of Veterinary Medicine, University of Wisconsin-Madison

FINANCIAL/POST-AWARD BASICS OF F&A (FOLLOW-UP TO CONCURRENT SESSION HELD TUESDAY AT 1:15 PM)

MITZI SINGLETON*, MAXIMUS Higher Education, Inc.

GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

JONATHAN GRAY*, Senior Manager, Grant Auditing Team, LEES Chartered Certified Accountants

HORIZON 2020 AUDITS IN A U.S. POST-AWARD ENVIRONMENT PRE-AWARD

STRATEGIES FOR EFFECTIVE ENGAGEMENT BETWEEN RESEARCH ADMINISTRATORS AND THE UNIVERSITY ADVANCEMENT TEAM TO MANAGE FOUNDATION PROPOSALS AND AWARDS RESEARCH COMPLIANCE/ETHICS

IRB HOT TOPICS: COMMON RULE, SINGLE IRB, ETC. (FOLLOW-UP TO CONCURRENT SESSION HELD

BENJAMIN MULL*, Director, Pre-Award and Major Proposals, University of Houston

LAUREN HARTSMITH*, Policy, Division of Policy and Assurances (DPA), Office for Human Research Protections, U.S. Department of Health and Human Services

TUESDAY AT 2:45 PM)

RESEARCH COMPLIANCE/ETHICS

SAFEGUARDS: WHERE PRIVACY AND RESEARCH INTERSECT RESEARCH DEVELOPMENT

GO/NO GO DECISION MAKING FOR PROPOSAL SUBMISSIONS

MARK FOX*, Compliance Officer, American College of Cardiology

DEE SALMON*, Customer Success Manager, Cayuse

10:00 – 10:30 am | NETWORKING AND REFRESHMENT BREAK

YOU THE

POWER

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

OF

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Agenda

WEDNESDAY | AUGUST 12, 2020

10:30 am – Noon: EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

●

MELODY BELL*, Assistant Vice President, Academic Information Systems, University of Texas Southwestern Medical Center

BASIC

EFFICIENCIES WITH CTMS DEPARTMENTAL

●

HOLLIE SCHREIBER*, Director, DASNR Sponsored Programs Administration, Oklahoma State University

INTERMEDIATE

WORK SMARTER, NOT HARDER FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

OFFICE OF MANAGEMENT AND BUDGET (OMB) UPDATE FINANCIAL/POST-AWARD

●

DANIELA PRELIPCEANU*, Accounting Manager, Rutgers, The State University of New Jersey

BASIC

THE LIFE CYCLE OF AN AWARD GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

GILBERT TRAN*, Senior Policy Analyst, Office of Management and Budget

OVERVIEW

Presenter to be announced

OVERVIEW

Presenter to be announced

ARE WE SPEAKING THE SAME LANGUAGE? THE DIFFERENCE IN TERMINOLOGY WHEN NEGOTIATING GRANTS AND CONTRACTS GLOBALLY U.S. UNIVERSITIES WITH FOREIGN CAMPUSES PRE-AWARD

●

PRE-AWARD

●

BASIC

MARK WILLIAMS*, Associate Grant & Contracts Coordinator, Penn State University Park SARAH CLIFT, Grant Specialist, Cincinnati Children’s Hospital Medical Center

INTERMEDIATE

JAMIE LYNN SPRAGUE*, Federal & Subaward Team Lead/Senior Grant & Contract Officer, Cornell University

DEALING WITH ANNUAL NIH AND NSF CHANGES

BEST PRACTICES FOR SPONSORED PROJECT TRANSFERS PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

OUTREACH AT PRIMARILY UNDERGRADUATE INSTITUTIONS TO SUPPORT FACULTY SUCCESS

82

MEGAN WILLIAMS*, Director of Research Administration, Salem State University

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter

Agenda

WEDNESDAY | AUGUST 12, 2020

10:30 am – Noon: EDUCATION SESSIONS CONCURRENT SESSIONS continued PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

●

OVERVIEW

CAREER PATHWAYS IN RESEARCH ADMINISTRATION: CREATING YOUR OWN CAREER DEVELOPMENT PLAN

REBEKAH CRAIG*, Business Analyst, University of Texas Southwestern Medical Center

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

BETHANY DECAROLIS*, Assistant Director, Sponsored Programs Administration, University of Nebraska Medical Center

RESEARCH COMPLIANCE/ETHICS

JEFFREY WARNER*, Assistant Director, Office of Contract and Grant Administration (OCGA), University of CaliforniaSan Diego

WHEN BODIES OF KNOWLEDGE COLLIDE: RESEARCH ADMINISTRATION MEETS PROJECT MANAGEMENT ●

INTERMEDIATE

YES, YOU NEED TO CONSIDER EXPORT CONTROLS, FOREIGN INFLUENCE AND CUI AT THE PROPOSAL STAGE RESEARCH DEVELOPMENT

●

BASIC

TRIM, TIGHTEN, TWEAK: STRENGTHEN GRANT PROPOSALS WITH BASIC EDITING AND FORMATTING TECHNIQUES

MICHELLE SCHOENECKER*, Senior Proposal Development Manager, Office Of Research & Sponsored Programs, University of Wisconsin-Milwaukee

DISCUSSION GROUPS CLINICAL/MEDICAL

CLINICAL RESEARCH: AN INTRODUCTORY DISCUSSION DEPARTMENTAL

NON-U.S. AFFILIATIONS, DEPARTMENT CONCERNS, RESPONSIBILITY/ ACCOUNTABILITY EXECUTIVE LEVEL

FOUND TIME: TIPS, TRICKS, AND SHORTCUTS FOR DEALING WITH INCREASED WORKLOAD WITHOUT INCREASED RESOURCES

JENNIFER CORY DOESCHOT*, Director of Operations, Center for Definitive and Curative Medicine, Department of Pediatrics, Stanford University ERIKA WILSON*, Senior Director Health Sciences Sponsored Project Pre-Award Office & Research Service Core, Office of the Vice Chancellor for Health Services, University of California-San Diego

YOU

CRAIG REYNOLDS*, Assistant Vice President for Research - Sponsored Projects, University of Michigan-Ann Arbor BRUCE MORGAN, Associate Vice Chancellor Research Administration, Office of Research, University of California, Irvine

THE

POWER

August 9 – 12, 2020 | Washington, DC | The Power of YOU | * Lead presenter

OF

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Agenda

WEDNESDAY | AUGUST 12, 2020

10:30 am – Noon: EDUCATION SESSIONS DISCUSSION GROUPS continued GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

NCURA GLOBAL FELLOWSHIP: WHAT IT MEANT TO ME PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

WHAT IS YOUR TEAM DNA: COLLABORATION OR CONFLICT RESEARCH COMPLIANCE/ETHICS

RESPONDING TO FOREIGN INFLUENCE CONCERNS RESEARCH DEVELOPMENT

RESEARCH DEVELOPMENT VS. PROPOSAL DEVELOPMENT SYSTEMS/DATA/METRICS

MANAGING RESEARCH OPERATIONS THROUGH TECHNOLOGIES

ROBIN RIGLIN*, Senior Associate Director, Office of Sponsored Programs, The Pennsylvania State University

DORIS SCHULTZ*, Director of Research Administration, New York University Polytechnic School of Engineering

ELIZABETH ADAMS*, Director, Office of Research and Project Administration, Princeton University

PATIENCE GRAYBILL*, Manager, Research Development and Administration, School of Engineering and Applied Science, Washington University in St. Louis EDWARD MCKOY*, Assistant Director, Office of Sponsored Projects, George Washington University

Noon | CONFERENCE ADJOURNS

84

National Council of University Research Administrators | www.ncura.edu | #ncuraannual | * Lead presenter