AM62 Virtual Program by National Council of University Research Administrators

YOU THE

POWER OF

National Council of University Research Administrators

62nd Annual Meeting A VIRTUAL EXPERIENCE Pre-conference Workshops: August 7 & 10, 2020 Conference: August 11â&#x20AC;&#x201C;14, 2020 Preliminary program as of August 13, 2020

Welcome Dear Colleagues:

The changes we are experiencing within our institutions make the connections, sharing, and information that is the NCURA Annual Meeting more important than ever. In response to this need, the Annual Meeting is open to the full research administration community….you do not need to be a member of NCURA to register for the conference. We are all in this together and we want to ensure that this important education and networking opportunity is available for the full community. In addition, special discount pricing for teams will be available so everyone can join in! We will begin with pre-conference workshops on Friday, August 7 and Monday, August 10 from 1-5 pm eastern time. The 62nd Annual Meeting will run Tuesday, August 11 – Friday, August 14 from 1-5 pm eastern each day with different activities and events beginning at 5:15 pm each evening. Your Global track will be hosted within 3 time zones in addition to the U.S., so your colleagues in Asia, Australia and Europe will have programming that fits their schedule. This virtual experience will offer the same great in-depth learning opportunities with over 150+ concurrent sessions, discussion groups and ½ day live workshops, to choose from. Participants will be able to connect with presenters and their fellow participants through chat and zoom discussions throughout the conference. For all registrants, 150 hours of content will be offered for 90 days on demand beginning Monday, August 24, 2020. So, don’t worry about missing a session that overlaps with another! For all registrants, 150 hours of content will be offered for 90 days on demand beginning Monday, August 24, 2020 Your NCURA Community is always here for you. Join us for NCURA’s 62nd Annual Meeting. We will support research…together. AM62 Chair and NCURA Vice President

AM62 Co-Chairs

Rosemary Denise Jennifer

Rosemary Madnick

University of Alaska Fairbanks

Denise Moody

Boston VA Research Institute

Jennifer Rodis

University of Wisconsin-Madison

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

Program Committee FINANCIAL/ POST-AWARD Alicia Asgari, Cayuse, NCURA Gold Plus Member Sponsor

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

Tim Schailey, Thomas Jefferson University

CO-CHAIRS Denise Moody, Boston VA Research Institute

Bonniejean Zitske, University of Wisconsin-Madison

Jennifer Rodis, University of Wisconsin-Madison

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

CLINICAL/MEDICAL Angela Charboneau Wishon, Prisma Health Manilyn Matau, University of CaliforniaIrvine DEPARTMENTAL Sandra Logue, University of Colorado Anschutz Medical Campus Sinnamon Tierney, Boston University EXECUTIVE Richard Seligman, California Institute of Technology, NCURA Distinguished Educator FEDERAL/ SPONSORS/ AGENCIES Charisse CarneyNunes, National Science Foundation Janet Strait, Cornell University

Robin Riglin, The Pennsylvania State University Nicolas Schulthess, Lucerne University of Applied Sciences and Arts NEW PRESENTER LIAISONS Michiko Pane, Stanford University Georgette Sakumoto, University of Hawaii POSTER SESSION LIAISONS David Smelser, University of Tennessee Donna Smith, Massachusetts General Hospital PRE-AWARD Marc Haon, University of South Carolina Courtney Swaney, University of Texas at Austin

Conference: August 11 – 14, 2020 | The Power of YOU

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, NCURA Gold Member Sponsor Michelle Schoenecker, University of WisconsinMilwaukee SYSTEMS/DATA/ METRICS Lori Ann Schultz, University of Arizona WORKSHOPS Matthew Kirk, University of Southern California Robyn Remotigue, University of North Texas Health Science Center at Fort Worth 3

Thank You to the following sponsors for your generous support

NCURA GOLD PLUS MEMBER SPONSORS

NCURA GOLD MEMBER SPONSORS

NCURA SILVER PLUS CONTRIBUTING SPONSOR

NCURA SILVER CONTRIBUTING SPONSORS

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

Conference Overview GENERAL CONFERENCE INFORMATION 7

CERTIFICATE PROGRAM

POSTER SESSIONS

GENERAL INFORMATION

SESSION DEFINITIONS AND PROGRAM LEVELS

PRE-CONFERENCE WORKSHOPS AND SENIOR LEVEL FORUMS (ADDITIONAL FEE REQUIRED)

OVERVIEW

FRIDAY | AUGUST 7, 2020 1:00 – 5:00 PM EDT: Half Day Workshops

MONDAY | AUGUST 10, 2020 1:00 – 5:00 PM EDT: Half Day Workshops

WELCOME and EDUCATION SESSIONS

BREAKS AND VIRTUAL EVENTS

TUESDAY | AUGUST 11, 2020

39 44

2:30 – 3:30 PM (EDT)

1:00 – 2:15 PM (EDT) – Kick off, Welcome and Keynote Address

4:00 – 5:00 PM (EDT)

2:15 – 2:30 PM (EDT) 3:30 – 4:00 PM (EDT)

WEDNESDAY | AUGUST 12, 2020

53 59 65

1:00 – 2:15 PM (EDT) – Welcome and Education Sessions 2:30 – 3:30 PM (EDT) 4:00 – 5:00 PM (EDT)

WEDNESDAY | AUGUST 12, 2020

THURSDAY | AUGUST 13, 2020

72 77 84

1:00 – 2:15 PM (EDT) – Welcome and Education Sessions 2:30 – 3:30 PM (EDT)

2:30 – 3:30 PM (EDT)

EXPOSITION 2020 and POSTER SESSIONS

WEDNESDAY | AUGUST 12, 2020 1:00 – 5:00 PM (EDT)

THURSDAY | AUGUST 13, 2020

THURSDAY | AUGUST 13, 2020 2:15 – 2:30 PM (EDT) 3:30 – 4:00 PM (EDT)

4:00 – 5:00 PM (EDT)

1:00 – 5:00 PM (EDT)

3:30 – 4:00 PM (EDT)

5:15 – 6:15 PM (EDT) – Regional Business Meetings

1:00 – 2:15 PM (EDT) – Welcome and Education Sessions

TUESDAY | AUGUST 11, 2020

2:15 – 2:30 PM (EDT)

5:00 – 5:15 PM (EDT)

4:00 – 5:00 PM (EDT)

FRIDAY | AUGUST 14, 2020

91 98 105

5:00 – 6:15 PM (EDT) – Virtual Happy Hour and Awards: Join NCURA’s House Band, Soul Source and the No-Cost Extensions for a Sing Along from 5:00 – 5:30 pm EDT. Our Awards Ceremony will begin at 5:30 pm EDT.

5:00 – 6:15 PM (EDT) – Join Region I’s Franc Lemire and Poor Man’s Gibson musical set for your enjoyment from 5:00 – 5:15 pm EDT, and then the NCURA National Business Meeting from 5:15 – 6:15 pm EDT

FRIDAY | AUGUST 14, 2020 2:15 – 2:30 PM (EDT) 3:30 – 4:00 PM (EDT) 5:00 – 6:00 PM (EDT) – Join Region III’s Scott Niles musical set for your enjoyment from 5:00 – 5:15 pm EDT, and then the NCURA Closing Ceremonies and Poster Session Awards from 5:15 – 6:00 pm EDT

1:00 – 5:00 PM (EDT)

FRIDAY | AUGUST 14, 2020 1:00 – 5:00 PM (EDT)

Conference: August 11 – 14, 2020 | The Power of YOU

Events TUESDAY, AUGUST 11 | 1:00 – 2:15 PM (EDT) KICK OFF, WELCOME AND 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. This session will be presented exclusively as a live offering on Tuesday, August 11, 2020 from 1:15 – 2:15 pm Eastern Daylight Time.

The 62nd Annual Meeting - A Virtual Experience will include entertainment and activities for you to enjoy!

Stay tuned for more information on special guest stars, fitness track, yoga and more during the 62nd Annual Meeting Virtual Experience!

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

Certificate Program NCURA is offering a certificate program during the NCURA 62nd Annual Meeting – A Virtual Experience, August 11 – 14, 2020. Registrants of the conference can pick one certificate to earn. You cannot earn multiple certificates during the conference. There are 11 time slots during the conference. Participants must attend six sessions listed on their track worksheet. The remaining five sessions are considered electives and can be from the certificate you are pursuing or from any other track, including NCURA Year Long Sponsor Sessions. There is no additional fee or registration needed to participate in the Certificate Program. Final worksheets, including the link to submit your sessions, will be posted on August 3, 2020. ●

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

● 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 August 3, 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 Holly Anderson, Meetings Manager at anderson@ncura.edu.

Conference: August 11 – 14, 2020 | The Power of YOU

Virtual AM62

Poster Sessions

NCURA’S 62NDANNUAL 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 presentations will be held in the virtual exhibit hall. Please note, your presentation can be in various formats (PDF, Video, Image, Power Point, etc). 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. To submit your abstract, click here. You may submit your abstract for acceptance before registering for the conference. 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 30, 2020 Final Committee Acceptances will be made with notification no later than July 3, 2020.

IF SELECTED

Presenters will be provided a confirmation letter the second week in July, with a link to the virtual exhibit/poster hall, with instructions for uploading and editing the poster presentation. The poster can be presented in various formats to support the innovations (PDF, Video, Image, etc). The recommended text should be in a font large enough to be visible on a laptop, and may take some adjusting once uploaded. Accepted posters will be displayed during the Annual Meeting, August 11-14 from 1:00-5:00pm EDT, with conference designated times for presenters to accompany posters to host a chat and communicate with participants 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

• This year, the Virtual Experience for AM62 is open to the full Research Community. Poster presentations may be submitted by NCURA members and nonmembers. If selected, at least one presenter must register for the 62nd Annual Meeting, Virtual Experience. • 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. • Authors are limited to 1 poster as a “Lead” Presenter • Selection decisions are final Poster Content and Development • A Poster submission is taken as an agreement to present an accepted format questions may be directed to: at the scheduled time. • By this submission, I certify that my submitted abstract and poster is an David Smelser: original work and have no prior ownership or copyright restrictions. I certify dsmelser@utk.edu that the abstract and poster are not previously copyrighted. I give NCURA Donna Smith: authority to reproduce and publish my abstract in their annual conference dsmith23@mgh.harvard.edu program and proceedings of the meeting. I shall hold NCURA harmless from any breach of this warranty. 8

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. Due to COVID-19, the in person conference has been cancelled. For this reason, many boards have recommended and some jurisdictions have approved flexibility in the delivery method. This conference does qualify for CPE’s, with the method of delivery noted as the following: Group Live Presented Online Due to COVID-19. Please be sure to verify within your jurisdiction, if this flexibility has been approved. 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. Your minutes of participation will be tracked within the NCURA Virtual Platform. To ensure full credit for each session, be sure to log in for the full 60 minutes. To request your CPE’s at the end of the conference, fill out and submit the survey monkey, available on the Annual Meeting microsite (link to the CPE page) in mid-July. All Continuing Professional Education Credits (CPE’s), will be issued by September 18, 2020. 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 21.6 CPE credits can be issued for NCURA’s 62nd Annual Meeting. Fields of study available are Specialized Knowledge- Technical (S) and Personal Development- Non-Technical (PD).

CPE Credits will be available for concurrent sessions, pre-conference workshops and senior level forums. Discussion groups and the keynote address are not eligible for CPE credits. Click here. Maximum Credits Available: 13.2 CPEs....... Conference Only 17.4 CPEs....... Conference + ½ Day Workshop 21.6 CPEs...... Conference + Two ½ Day Workshop(s)

Please Note: All Continuing Professional Education Credits (CPEs) will be issued by September 18, 2020.

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.nasbaregistry.org.

NCURA’s CERTIFICATE PROGRAMS

NCURA’s Certificate Programs will be available at the 62nd Annual Meeting. See page 7 for details.

CEU INFORMATION FOR ALL PARTICIPANTS

NCURA will be offering CEUs for the Annual Meeting and Pre-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: 12 Hours of Education – 1.2 CEUs: Conference Only 15.5 Hours of Education – 1.6 CEUs: Conference + 1/2 Day Workshop 19 Hours of Education – 1.9 CEUs: Conference + Two ½ Day Workshops

Please note: All Continuing Education Units (CEUs) will automatically be sent to all registrants of the conference by September 18, 2020.

Conference: August 11 – 14, 2020 | The Power of YOU

Session Definitions and Program levels SESSION DEFINITIONS

LIVE PRE-CONFERENCE WORKSHOPS (WS) are presentations, traditionally supported with PowerPoint and handouts, that are taught by topic experts. These sessions have built-in question and answer time and have anywhere from 20 – 80 participants. LIVE 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 participants.

* Please note – The Workshops and Senior Forums are the only sessions taking place on August 7 and 10. 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 45 minute prerecorded presentations with accompanying live chat with presenters. A 15 minute live q&z zoom question and answers session will follow each formal presentation. DISCUSSION GROUPS are 45 minute prerecorded discussions with accompanying live chat with facilitators. A 15 minute live q&a zoom question and answer session will follow each facilitated discussion. 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.

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

Workshops and Senior Level Forums Overview NCURA PRESENTS 2 DAYS OF WORKSHOPS AT THE 62ND ANNUAL MEETING – A VIRTUAL EXPERIENCE! PRE-CONFERENCE WORKSHOPS AND SENIOR LEVEL FORUM

Friday, August 7, 2020 and Monday, August 10, 2020

PRE-CONFERENCE WORKSHOPS AND SENIOR LEVEL FORUMS FRIDAY, AUGUST 7, 2020

MONDAY, AUGUST 10, 2020

1:00 – 5:00 PM (EDT): Half Day Workshops

Workshop 1

Certified Pre-Award Research Administrators (CPRA) Workshop PART 1

PROGRAM LEVEL: OVERVIEW Senior Forum 2

Leading People and Managing Multiple Projects

PROGRAM LEVEL: ADVANCED Workshop 3

Business Communication: Beyond the Exchange of Words

PROGRAM LEVEL: OVERVIEW Workshop 5

Essential Tools and Best Practices for the Departmental Administrator

PROGRAM LEVEL: OVERVIEW Workshop 7

Workshop 8

Think Like a Leader, Lead Like a Multiplier

PROGRAM LEVEL: OVERVIEW Workshop 9

Essentials of Pre-Award

PROGRAM LEVEL: BASIC Workshop 10

PROGRAM LEVEL: OVERVIEW Workshop 11

Navigating Federal Contracts

PROGRAM LEVEL: INTERMEDIATE Senior Forum 13 Open Door Leadership: Creating Opportunities for Those You Lead

PROGRAM LEVEL: ADVANCED Workshop 14

Introduction to Post-Award

PROGRAM LEVEL: BASIC Workshop 16

Change Leadership: Because Change Management is not Enough

PROGRAM LEVEL: INTERMEDIATE

Certified Pre-Award Research Administrators (CPRA) Workshop PART 2

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

PROGRAM LEVEL: INTERMEDIATE Workshop 17

Critiquing Proposals When You’re Not a Writing or Subject Matter Specialist

PROGRAM LEVEL: INTERMEDIATE Senior Forum 19 Organizing Your Office for Success and Efficiency

PROGRAM LEVEL: ADVANCED

Working with Industry: Negotiating Agreements and Other Nuances

PROGRAM LEVEL: INTERMEDIATE

Conference: August 11 – 14, 2020 | The Power of YOU

Pre-Conference

WORKSHOPS AND SENIOR LEVEL FORUMS

YOU THE

POWER OF

Pre-conference

Workshop 1

PART 1: FRIDAY | AUGUST 7, 2020 Half Day Afternoon: 1:00 – 5:00 PM (EDT) PART 2: MONDAY | AUGUST 10, 2020 Special note: All times noted are Eastern DaylightPM Time. (EDT) Half Day Afternoon: 1:00 – 5:00 Workshops are full live experiences, with limited attendance hosted in Zoom! You must register bothonpart They will notfor be available demand.1 and part 2. Special note: All times noted are Eastern Daylight Time. Workshops are full live experiences, with limited attendance hosted in Zoom! They will not be available on demand.

CERTIFIED PRE-AWARD RESEARCH ADMINISTRATORS (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.

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

STORMY STALEY Sponsored Programs Administrator, Kaiser Foundation Research

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

Workshops: August 7 & 10, 2020 | The Power of YOU | * Lead presenter

Pre-conference

Senior Level Forum 2

FRIDAY | AUGUST 7, 2020 Half Day Workshop: 1:00 – 5:00 PM (EDT) Special note: All times noted are Eastern Daylight Time. Workshops are full live experiences, with limited attendance hosted in Zoom! They will not be available on demand.

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 initiatives 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. 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.

DENNIS PAFFRATH Associate Vice President, Research, Sponsored Programs Administration, University of Maryland, Baltimore

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.

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

Pre-conference

Workshop 3

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. 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.

TOLISE DAILEY* Training Manager Research Development Team, Johns Hopkins University, NCURA Silver Contributing Sponsor

SUSAN SEDWICK Senior Consulting Specialist, Attain, NCURA Silver Contributing Sponsor

PREREQUISITES None

Workshops: August 7 & 10, 2020 | The Power of YOU | * Lead presenter

Pre-conference

Workshop 5

ESSENTIAL TOOLS AND BEST PRACTICES FOR THE DEPARTMENTAL ADMINISTRATOR PROGRAM LEVEL: OVERVIEW Departmental 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 workshop is planned around interactive review of tools and discussion that will surely lead to more ideas.

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

JENNIFER A. HUSMO Medicine Department Administrator, Molecular & Cellular Oncology, University of Texas, M.D. Anderson Cancer Center

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.

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

Pre-conference

Workshop 7

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

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

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.

Workshops: August 7 & 10, 2020 | The Power of YOU | * Lead presenter

Pre-conference

Workshop 8

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 of Atlanta

ABBY GUILLORY Assistant Director for Education and Training, Research Administration, North Carolina State University

PREREQUISITES None

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

Pre-conference

Workshop 9

ESSENTIALS OF PRE-AWARD PROGRAM LEVEL: BASIC 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 & Interim, Export Control Officer, 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.

Workshops: August 7 & 10, 2020 | The Power of YOU | * Lead presenter

Pre-conference

Workshop 10

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

DIANA BOEGLIN Contracts Administrator, Senior Sponsored Research Specialist, Division of Sponsored Programs, University of Iowa

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.

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

Pre-conference

Workshop 11

MONDAY | AUGUST 10, 2020 Half Day Workshop: 1:00 – 5:00 PM (EDT) Special note: All times noted are Eastern Daylight Time. Workshops are full live experiences, with limited attendance hosted in Zoom! They will not be available on demand.

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, Office of Sponsored Programs, University of Pittsburgh

ABBEY McSWIGAN Senior Federal Contracts Officer, 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.

Workshops: August 7 & 10, 2020 | The Power of YOU | * Lead presenter

Pre-conference

Senior Level Forum 13

OPEN DOOR LEADERSHIP: CREATING OPPORTUNITIES FOR THOSE YOU LEAD PROGRAM LEVEL: ADVANCED 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 through 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.

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 Administration, University of Alaska Fairbanks

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

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

Pre-conference

Workshop 14

INTRODUCTION TO POST-AWARD 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 lifecycle. LEARNING OBJECTIVES • Participants will gain insight into the lifecycle 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.

ANNE ALBINAK* Director of Research Administration Operations, Whiting School of Engineering, Johns Hopkins University, NCURA Silver Contributing Sponsor

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

PREREQUISITES None

Workshops: August 7 & 10, 2020 | The Power of YOU | * Lead presenter

Pre-conference

Workshop 16

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

ROSEANN LUONGO* Manager, Huron , NCURA Gold Plus Member Sponsor

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. 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.

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

DANIELA D. PRELIPCEANU Accounting Manager, Grant and Contract Accounting, Rutgers, The State University of New Jersey

AURELIO R. DAMIANI Higher Ed Consulting Associate, Huron, NCURA Gold Plus Member Sponsor

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

Pre-conference

Workshop 17

CRITIQUING PROPOSALS WHEN YOU’RE NOT A WRITING OR SUBJECT MATTER SPECIALIST PROGRAM LEVEL: INTERMEDIATE 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 Participants will want 2-3 years of experience as a Pre-Award Research Administrator.

Workshops: August 7 & 10, 2020 | The Power of YOU | * Lead presenter

Pre-conference

Senior Level Forum 19

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, Office of Sponsored Programs, University of Illinois at Urbana-Champaign, 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, Office of the Vice Provost for Research, 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.

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

GLOBAL SESSIONS PRESENTED IN TOKYO TIME ZONE Monday, August 10, 2020 through Friday, August 14, 2020

YOU THE

POWER OF

Agenda

GLOBAL SESSIONS PRESENTED IN TOKYO TIME

Special note: Special Global Rooms will be available in Tokyo Time to support our international participants. Our CONCURRENT SESSION panels will be pre-recording their 45 minute formal presentations and you can join the session’s facilitator for a live 15 minute Zoom Q&A!

August 11, 2020: CONCURRENT SESSIONS TOKYO TIME: 1:00 – 2:15 PM FEDERAL/SPONSORS/AGENCIES

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OVERVIEW

NATIONAL SCIENCE FOUNDATION (NSF) UPDATE This session will cover new developments related to proposal and award policy at NSF. NSF staff will provide a comprehensive review of recent policy changes, major updates to NSF’s proposal system modernization efforts and NSF’s response to the COVID-19 pandemic.

LEARNING OBJECTIVES • Participants will learn about current and future NSF budgets, agency priorities, and involvement in electronic initiatives, including advances with proposal submission modernization and Research.gov. PREREQUISITES None

TOKYO TIME FACILITATOR: CLAIRE CHEN, Director, Global Initiatives, National Council of University Research Administrators JEAN FELDMAN*, Head, Policy Office, Division of Institution and Award Support, Office of Budget, Finance & Award Management, National Science Foundation REBECCA KEISER, Chief of Research Security Strategy and Policy, and Head, Office of International Science and Engineering, National Science Foundation

TOKYO TIME: 2:30 – 3:30 PM GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

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OVERVIEW

INTERNATIONAL COLLABORATION, SECURITY, AND COMPLIANCE Science knows no borders, which is why we all chase ideas, talent, and collaborative opportunities across the globe. But scientists need to remain aware of borders in order to comply with a myriad of regulations. Dr. Francis Collins, Director of the National Institutes of Health (NIH), reframed the dialogue when he issued a memo in August 2018 about undisclosed foreign affiliations and other threats to US research. Two years later, we convene to discuss ongoing efforts to address emerging regulatory requirements.

LEARNING OBJECTIVES • Participants will review current regulations governing international collaborations, including NIH’s requirement to seek prior approval of Foreign Components and NSF’s revised Current and Pending Support forms. We will explore the Federal government’s ongoing efforts to protect the integrity of the scientific enterprise as well as challenges universities face in complying with disclosure requirements. PREREQUISITES None

TOKYO TIME FACILITATOR: ELLY PINEDA, International Research Grants Manager, University of Technology, Sydney JOHN W. HANOLD*, Director, Sponsored Programs, Vice President for Research, Office of Sponsored Programs, The Pennsylvania State University PATRICIA A. VALDEZ, NIH Extramural Research Integrity Officer, NIH Research Integrity Officer, Office of Extramural Research, National Institutes of Health

THESE SESSIONS WILL BE PRESENTED IN TOKYO TIME!

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

Agenda

GLOBAL SESSIONS PRESENTED IN TOKYO TIME

August 11, 2020: CONCURRENT SESSIONS continued TOKYO TIME: 4:00 – 5:00 PM EDT RESEARCH DEVELOPMENT

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INTERMEDIATE

RESEARCH DEVELOPMENT STRATEGIES FROM AROUND THE GLOBE Stephen King once shared a formula for writing success: 2nd Draft = 1st Draft -10%, which seems equally applicable to research grants as it does to his acclaimed works of fiction. In this concurrent session we will explore research development strategies from around the globe that Research Managers and Administrators (RMAs) can use to assist faculty in winning extramural funding. Designing a set of support for faculty in a calendar secures enough time for grant preparation, and this is a must. A systematic RFP Analysis Process and online tools will help identify sponsor hot button themes. Engaging in preproposal contacts can improve alignment between project ideas and sponsor funding preferences. Inserting a few more specific details in targeted placed in application narratives can increase persuasive punch. And RMAs must operate all of these actions effectively and efficiently. Armed with a diverse array of proposal development strategies, RMAs can encourage faculty to become productive researchers and successful scholars.

LEARNING OBJECTIVES • Participants will recognize the value of task flow to proposal preparation; learn a process for systematically analyzing application guidelines and ways to increase proposal persuasiveness; examine preproposal contact questions that aid goodness of fit. PREREQUISITES This session is designed for individuals who have had at least a couple years of experience with proposal writing or have responsibility for assisting faculty with proposal development.

TOKYO TIME FACILITATOR: SAVITA AYYAR, Founder and Consultant, Jaquaranda Tree JEREMY MINER*, Director of Grants and Contracts, Office of Research and Sponsored Programs, University of WisconsinEau Claire TADASHI SUGIHARA, Manager of Grants and Research Collaborations Section, Okinawa Institute of Science and Technology Graduate University

YOU THE

POWER OF

THESE SESSIONS WILL BE PRESENTED IN TOKYO TIME!

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

GLOBAL SESSIONS PRESENTED IN TOKYO TIME

August 12, 11, 2020: CONCURRENT SESSIONS TOKYO TIME: 1:00 – 2:15 PM GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

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OVERVIEW

LEARNING OBJECTIVES • Participants will learn how Horizon Europe is structured and how it differs from Horizon2020. • Participants will also learn what calls are open to countries outside of the EU and on what legal basis funding is. PREREQUISITES Participants will benefit from having a basic knowledge of EC sponsored Framework Programme Horizon2020, although the presentation will focus on the new Framework Programme and will give a general introduction into it.

We also want to explain how institutions based outside of the EU can participate in this program and under what legal framework. We will focus on the opportunities for US based organizations under bilateral agreements between US and the EU, and opportunities for Third Countries that do not have bilateral agreements in place as such but could participate against funding or no-funding grounds. TOKYO TIME FACILITATOR: BRUNO K. WOERAN, Head Research Management & TechTransfer, Paracelsus Medical University DANIELA AMADIO*, Head of Research Grants (Pre-Award), Research & Innovation, King’s College London BELLA BLAHER, Faculty Research Manager, Education, University of Melbourne LUIGI PELLEGRINO, Head, Research Area, Bocconi University

THESE SESSIONS WILL BE PRESENTED IN TOKYO TIME!

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

Agenda

GLOBAL SESSIONS PRESENTED IN TOKYO TIME

August 12, 11, 2020: CONCURRENT SESSIONS continued TOKYO TIME: 2:30 – 3:30 PM DEPARTMENTAL

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ADVANCED

SAME GOALS, DIFFERENT PRIORITIES: COLLABORATING WHEN YOU COME FROM DIFFERENT WORLDS This course will deliver a discussion on the major sticking points between central research administration vs. that of a school or department perspective on trying to manage their research portfolio against the risk and budgetary impacts of doing research.

LEARNING OBJECTIVES • Participants will understand the viewpoints of Central Research Administration versus a school or college perspective. • Participants will discuss items such as facilities and administration (F&A) rate recoveries and how they are disbursed or waived and what the impacts are in both areas from a budget, rate and investment perspective. • Participants will also discuss other items such as cost sharing, space management, budget development and risk assessments to understand how each are viewed centrally vs. in a school and what the impacts are to each from a risk, compliance and budgetary standpoint. PREREQUISITES Participants will want a general understanding of research administration working in either a central research administration office or a department or school’s research administration function.

TOKYO TIME FACILITATOR: SAVITA AYYAR, Founder and Consultant, Jaquaranda Tree STEVEN LICHTENSTEIN*, Assistant Dean, School of Medicine, University of Virginia KERRY PELUSO, Associate Vice President for Research Administration & Finance, Office of Research, Florida State University, NCURA Distinguished Educator

YOU THE

POWER OF

THESE SESSIONS WILL BE PRESENTED IN TOKYO TIME!

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

GLOBAL SESSIONS PRESENTED IN TOKYO TIME

August 12, 2020: CONCURRENT SESSIONS continued TOKYO TIME: 4:00 – 5:00 PM PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

ENGAGING REMOTE STAFF IN THE AGE OF COVID: SUCCESS NOW AND FOR THE FUTURE Even before COVID-19, institutions had staff working in locations other than their primary office. Some institutions began shifting employees to remote work sites to cut expenses, improve productivity and work-life balance, retain top talent, or offer on-location customer service within other departments across campus. After months of shelter-in-place, we have all made adjustments for remote work, some of which could remain in place for months to come out of necessity or discovering the positives of our new work environment. Today’s technology enables staff to work from any location while keeping in touch with the rest of their team, but how can you ensure your team is working effectively when they are in different locations? In this session, we will explore the complexities of engaging a team that works remotely, especially with unique and potentially long term remote situations. We will discuss the benefits and ways to troubleshoot management concerns, including onboarding, training and mentoring. We will discuss the uniqueness of COVID-related remote work, share ideas for encouraging productivity and team work, discuss the use of technology and talk about how to use meetings to effectively increase engagement. Participants will have an opportunity to share what works and discuss challenges with colleagues.

LEARNING OBJECTIVES • Participants will learn about and share examples of strategies for working with colleagues who are situated in other locations. • Participants will come away with ideas to take back and implement in their own teams. PREREQUISITES Participants will want experience managing people.

TOKYO TIME FACILITATOR: LUIGI PELLEGRINO, Head, Research Area, Bocconi University JENNIFER J. CORY DOESCHOT*, Director of Operations, Center for Definitive and Curative Medicine, Department of Pediatrics, Stanford University AMY CAMILLERI, Associate Director, Office of Research Services, University of Pennsylvania SAIQA ANNE QURESHI, Manager of Operations, Center for Digital Health Innovation (CDHI) ,University of CaliforniaSan Francisco ALEXA VAN DALSEM, Assistant Director, Office of Contracts and Grants, University of Colorado Boulder

THESE SESSIONS WILL BE PRESENTED IN TOKYO TIME!

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

Agenda

GLOBAL SESSIONS PRESENTED IN TOKYO TIME

August 13, 2020: CONCURRENT SESSIONS TOKYO TIME: 1:00 – 2:15 PM GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

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OVERVIEW

TOP THREE COMPONENTS OF MEASURING RESEARCH IMPACT Research Impact is becoming increasingly important for funders, as well as researchers. Institutions are keenly interested in collecting data on the results of research, discoveries, outcomes, and reporting on them. Showing the value of funded research allows funders to evaluate impact and make decisions about potential future phases.

LEARNING OBJECTIVES • Participants will discuss developments on measuring and reporting research impact in the U.S. and the UK. • Participants will be given examples of evidence collection, measurement techniques and reporting. PREREQUISITES Participants will want a basic knowledge of research outputs (academic journal publications, etc.) and impact metrics (citation impact, etc.).

TOKYO TIME FACILITATOR: ELLY PINEDA, International Research Grants Manager, University of Technology, Sydney RANDY OZDEN*, President and CEO, Streamlyne, NCURA Gold Member Sponsor MARTIN KIRK, Operations Director, Research & Innovation, King’s College London

TOKYO TIME: 2:30 – 3:30 PM FEDERAL/SPONSORS/AGENCIES

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OVERVIEW

TEA TIME WITH NIH’S MICHELLE BULLS This session provides an opportunity to learn what is new and what is being developed within the National Institute of Health’s (NIH) programs, policies, and budgets. In this comprehensive review, participants will learn about the newest policy updates and how their respective institutions may be impacted. Participants will also have the opportunity to ask questions about new and existing policies and procedures. Topics include recent and upcoming changes to NIH policy, compliance requirements, and much more.

LEARNING OBJECTIVES • Participants will learn about NIH’s budget. • Participants will learn about new policies and compliance initiatives. • Participants will gain insight into current issues at NIH. PREREQUISITES None

TOKYO TIME FACILITATOR: CLAIRE CHEN, Director, Global Initiatives, National Council of University Research Administrators MICHELLE BULLS*, Director, Office of Policy for Extramural Research Administration, National Institutes of Health KRISTIN TA, Senior Advisor, Office of Policy for Extramural Research Administration (OPERA), National Institutes of Health

YOU THE

POWER OF

THESE SESSIONS WILL BE PRESENTED IN TOKYO TIME!

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

GLOBAL SESSIONS PRESENTED IN TOKYO TIME

August 13, 2020: CONCURRENT SESSIONS continued TOKYO TIME: 4:00 – 5:00 PM RESEARCH DEVELOPMENT

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ADVANCED

PROPOSAL DEVELOPMENT: HELPING FACULTY WITH CONTENT AND PROCESS DETAILS You’re a proposal development specialist charged with helping faculty and subject matter experts with content and process details. But what specifics do you share with them? What tools, techniques, and considerations do you provide? How do you coordinate and facilitate the proposal development process in ways that enable the faculty and subject matter experts to concentrate on what they do best--the technical and content areas of the proposal? This 60-minute session will set out those content and process details in a plan organized by both the proposal development sequence and by the perspectives of the faculty member writing the proposal, the research administrator/research development professional assisting the faculty member, and the senior university administrators who create the environment for success. Additional techniques, strategies, and tools will be solicited from participants during the session.

LEARNING OBJECTIVES • Participants will be able to explain a comprehensive way to conceptualize the proposal development process, one that enables them to describe specific ways they can assist faculty and subject matter experts in the process. • Participants will identify and take away from this session multiple considerations, techniques, strategies, templates, and tools that can be used in supporting faculty and subject matter experts in proposal development. PREREQUISITES Participants should have 3-5 years of proposal development experience but feel the need for an indepth, comprehensive toolbox of advanced proposal development resources that supports a well-considered process of proposal development assistance and related services.

TOKYO TIME FACILITATOR: TADASHI SUGIHARA, Manager of Grants and Research Collaborations Section, Okinawa Institute of Science and Technology Graduate University PAUL E. TUTTLE*, Director of Proposal Development, Office of Research Services, North Carolina Agricultural and Technical State University PATRICK LENNON, Assistant Administrator, Environmental & Occupational Health Sciences, University of Washington

THESE SESSIONS WILL BE PRESENTED IN TOKYO TIME!

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

Agenda

GLOBAL SESSIONS PRESENTED IN TOKYO TIME

August 14, 2020: CONCURRENT SESSIONS continued TOKYO TIME: 1:00 – 2:15 PM GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

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OVERVIEW

RESEARCH ADMINISTRATION ON A GLOBAL SCALE Each year our profession is getting stronger, we’re connecting more globally and learning, sharing and having fun along the way. This session examines research administration on a global scale. There will be two presentations, both 20 minutes.

Part One: Our Identity: Research Administration as a profession (RAAAP)

LEARNING OBJECTIVES • Participants will gain insight into research administration leader’s career experiences; roles they have had in their career and their career trajectory; demographics; and, networking across countries and time-zones. PREREQUISITES None

presented by Bryony Wakefield, Jennifer Shambrook and Simon Kerridge. To better understand our profession, two surveys entitled ‘Research Administration as a Profession’ (RAAAP) have been conducted in 2016 and 2019. This presentation will provide insights and comparisons on the RAAAP survey results, with a particular focus on global trends and geographic differences.

Part Two: Building Up a Network of Contacts Outside Your Country

presented by Jaroslav Sip This presentation will discuss, what RMA can do to assist to researchers in the field of business/research development. TOKYO TIME FACILITATOR: SAVITA AYYAR, Founder and Consultant, Jaquaranda Tree BRYONY J. WAKEFIELD*, Director, Research Development, Faculty of Medicine, Dentistry and Health Sciences, Research Office, University of Melbourne SIMON R. KERRIDGE, Director of Research Services, University of Kent JENNIFER SHAMBROOK, Director, Grants & Contract Management Office, University of Central Florida JAROSLAV SIP, CFO/BD, Czech Technical University in Prague

THESE SESSIONS WILL BE PRESENTED IN TOKYO TIME!

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

GLOBAL SESSIONS PRESENTED IN TOKYO TIME

August 14, 2020: CONCURRENT SESSIONS continued TOKYO TIME: 4:00 – 5:00 PM GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

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OVERVIEW

BUILDING STRATEGIC INTERNATIONAL PARTNERSHIPS This session will share practical strategies. This is particularly designed for smaller colleges and universities looking to develop international partnerships based on lessons learned. Much of the session will be based on a case study of our work in the North Atlantic region.

LEARNING OBJECTIVES • Participants will learn strategies to build mutually beneficial relationships with international partners. • Participants will be empowered to take first steps through tangible examples. • Participants will discuss lessons learned that will help others to help avoid costly mistakes. PREREQUISITES None

TOKYO TIME FACILITATOR: CLAIRE CHEN, Director, Global Initiatives, National Council of University Research Administrators ROSS HICKEY*, Assistant Provost, Office of Research Integrity and Outreach (ORIO), University of Southern Maine CHRISTOPHER M. MANGELLI, Director and HIPAA Privacy Officer, Office of Research Integrity (ORI), Ball State University

August 14, 2020: DISCUSSION GROUP TOKYO TIME: 2:30 – 3:30 PM GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

NCURA GLOBAL FELLOWSHIP: WHAT IT MEANT TO ME

In this discussion, presenters will discuss their experiences as Global Fellows at Peking University and the University of Melbourne, respectively. TOKYO TIME FACILITATOR: CLAIRE CHEN, Director, Global Initiatives, National Council of University Research Administrators ROBIN B. RIGLIN*, Senior Associate Director, Office of Sponsored Programs, The Pennsylvania State University LAURA P. BILBAO, Associate Director of International Grants & Partnerships, Office of International Affairs, Texas Tech University

THESE SESSIONS WILL BE PRESENTED IN TOKYO TIME!

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

AGENDA Tuesday, August 11, 2020

YOU THE

POWER OF

Agenda

Special note: All times noted are Eastern Daylight Time. Special Global Rooms will be available in time zones to support our international participants, presentations will be available on demand immediately, and discussions will be available on demand beginning Monday, August 24, 2020. Our CONCURRENT SESSION panels will be pre-recording their 45 minute formal presentations and you can chat live with them as the session is being broadcasted. After the 45 minute formal presentation, you can join the panel for a live 15 minute Zoom Q&A! Our DISCUSSION GROUPS facilitators and volunteer participants will be pre-recording their 45 minute discussions and you can live chat with them as the discussion is bring broadcast. After the 45 minute broadcast, you can join the facilitators for a live 15 minute Zoom Q&A!

TUESDAY | AUGUST 11, 2020

1:00 – 5:00 PM (EDT) | EXPOSITION 2020 1:00 – 5:00 PM (EDT) | POSTER SESSIONS 1:00 – 2:15 PM (EDT) | KICK OFF, WELCOME AND KEYNOTE ADDRESS KEYNOTE ADDRESS Join us for an outstanding keynote address from an NBC Award-Winning Journalist, Political Reporter and White House/Capitol Hill Correspondent. This session will be presented exclusively as a live offering on Tuesday, August 11, 2020 from 1:15 – 2:15 pm Eastern Daylight Time.

THE

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2:15 – 2:30 PM (EDT) | BREAK

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

Agenda

TUESDAY | AUGUST 11, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS NCURA YEAR LONG SPONSOR SESSION SYSTEMS/DATA/METRICS

3 STEPS TO SUCCESSFULLY ADDRESSING THE 4 KEY CHALLENGES IN RESEARCH ADMINISTRATION

Between admin burden increasing, compliance management cat herding, and key data sitting siloed across various systems, research administrators face incredible obstacles. And that was before COVID-19 hit. This session will highlight the most critical elements to focus on in creating or updating your 2020 and beyond game plan for success. You’ll also have a chance to learn about Oklahoma State’s game plan for re-imagining its research tech situation in support of its broader goals to grow funding and optimize research. With the work-from-home model driving process, people and technology re-thinks, the need to modernize has never been greater. These updates can seem daunting, but this session will help ensure you have a blueprint to leverage as you look to better connect your institution’s research teams and technology.

NCURA GOLD PLUS MEMBER SPONSOR

ADAM MERTZ*, Vice President of Marketing, Cayuse, NCURA Gold Plus Member Sponsor DANIEL MARANGONI, Director of Research Operations, Oklahoma State University Center for Health Sciences

CONCURRENT SESSIONS DEPARTMENTAL

●

INTERMEDIATE

ARE YOU COMING OR GOING? HOW TO PREPARE FOR FACULTY TRANSFERS Faculty come and go at universities usually taking their funded research projects with them. There is not a magic wand waved so that transfers happen as soon as the faculty member relocates. There is a process that takes time and patience. With a detailed plan in place, this process can go smoothly for all stakeholders. This session is geared towards the role of department administrators.

LEARNING OBJECTIVES • Participants will learn to communicate with all stakeholders (central officer, Deans, other universities, etc.) • Participants will learn tips used for smooth transitions. • Participants will discuss various transactions recommended for efficient transitions. PREREQUISITES Participants will benefit if they work in a department.

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

FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

JEAN FELDMAN*, Head, Policy Office, Division of Institution and Award Support, Office of Budget, Finance & Award Management, National Science Foundation REBECCA KEISER, Chief of Research Security Strategy and Policy, and Head, Office of International Science and Engineering, National Science Foundation

REPEATED IN TOKYO TIME: 1:00 - 2:15 PM

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

GUIDANCE ON INDIRECT COST RESTRICTIONS – NATIONAL INSTITUTE OF FOOD AND AGRICULTURE (NIFA) (E.G., 30% TFFA) NIFA will briefly introduce new staff members and will provide an analysis of the Farm Bill Indirect Cost changes and the impact on awardees.

LEARNING OBJECTIVES • Participants will hear an overview of NIFA Office of Grants and Financial Management, Policy and Oversight Division and be familiar with the new personnel. • Participants will hear a general overview of Indirect Cost (IDC) provisions of awards. • Participants will have an understanding of the IDC changes in the Farm Bill, how to apply them, and their potential impact. PREREQUISITES None

LYNELL DOANE*, Branch Chief – Oversight Division, USDA, National Institute of Food and Agriculture KATINA HANSON, Division Director, Policy and Oversight Division, USDA, National Institute of Food and Agriculture MATTHEW FAULKNER, Deputy Director, Office of Grants and Financial Management, USDA, National Institute of Food and Agriculture

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

PUI GUIDE TO IRB The world of human subjects research at a PUI is different than at a research university. What we do rarely entails physical risk, but the privacy and confidentiality are always a concern. We also tend to have more researchers who are not as experienced at human subjects research than those at a medical facility. What about classroom research? What about institutional assessment? And all those other weird things that happen?

LEARNING OBJECTIVES • Participants will be able to define what is (and what is not) research. • Participants will learn to describe best practices for processing protocols. • Participants will be able to articulate the IRB mission to faculty and administrators. PREREQUISITES None

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

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

CHANGING INSTITUTIONS: GOING OUT TO GO UP Are you ready for a new challenge? Are you contemplating your next career move? Maybe you have a career plan and are ready for the next step. Maybe you are getting restless in your current position and are ready for a change but don’t know what it should be. Sometimes we have to look beyond our current institution to find the best growth opportunity. Join as we discuss factors to consider when making these decisions, methods for mapping out career pathways, tactics for navigating the transition, strategies for succeeding in the new position, and ways in which the COVID-19 pandemic has impacted the outlook for jobs.

LEARNING OBJECTIVES • Participants will discuss factors to consider when deciding to look for a position at a new institution. • Participants will review methods for mapping out career pathways. • Participants will be introduced to tactics for navigating the transition to a new institution. • Participants will explore strategies for succeeding in the new position. PREREQUISITES None

DOROTHY J. 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

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

Agenda

TUESDAY | AUGUST 11, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS DISCUSSION GROUPS CLINICAL/MEDICAL

CLINICAL RESEARCH: AN INTRODUCTORY DISCUSSION

This discussion will explore the basics of clinical research: the stages of research, the roles of the various people involved and best practices for effectively working together. Key regulations that guide researchers/institutions and funding challenges will also be discussed. Participants will be able to identify key differences in clinical research terminology and processes; outline budget complexities; and, name key regulatory items. JENNIFER J. CORY DOESCHOT*, Director of Operations, Center for Definitive and Curative Medicine, Department of Pediatrics, Stanford University MANILYN MATAU, Fiscal Officer, Chao Family Comprehensive Cancer Center, University of California-Irvine

FINANCIAL/POST-AWARD

SUBRECIPIENT MONITORING: THE BASICS

The discussion will review the requirements for subrecipient monitoring under OMB Uniform Guidance 2 CFR 200. It will be interactive and encourages participants to share ideas from their respective institution. REGNIER JURADO*, Director, Research Management Solutions, Office of Research & Economic Development, Florida International University DONNA R. KILEY, Director Post-Award, Office of Research and Economic Development, Florida International University

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

UNDERSTANDING AND MITIGATING FINANCIAL RISKS IN A GLOBAL ENVIRONMENT Due to a number of recent federal policy, practice and enforcement-related activities associated with “foreign influence”, as well as the ongoing worldwide pandemic, Universities are presently intensely focused on the global aspects of their research enterprises. How can research institutions in the current global environment best understand and mitigate their financial risks? Join us for a lively session that will offer practical advice on how to identify, evaluate and address potential risks at your institution, with emphases on the engagements/time commitments of faculty to foreign institutions, the support/compensation of visiting researchers, and the remote work of researchers abroad. ELIZABETH H. ADAMS*, Director, Office of Research and Project Administration, Princeton University GLYNIS L. SHERARD, Senior Associate Controller & Director, Sponsored Research Accounting, Princeton University

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS DISCUSSION GROUPS continued PRE-AWARD

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

Sponsor deadlines govern our world of research administration, but are your own internal Office of Sponsored Projects proposal review deadlines routinely ignored? Has your institution given up trying? We’ll review the pros and cons of strictly enforcing internal guidelines and explore ways to encourage or require PI timeliness and compliance. We’ll discuss how electronic research administration software may be able to help improve the situation. MATTY J. GILREATH*, Customer Success Manager, Cayuse, NCURA Gold Plus Member Sponsor DAVID K. SMELSER, Assistant Director, Office of Sponsored Programs, University of Tennessee

RESEARCH COMPLIANCE/ETHICS

RISK MANAGEMENT AND MITIGATION

Do you ever wonder about the ‘why’ behind your institution’s processes and controls? For example, why do certain transactions go through multiple reviews? Or why you don’t have access to a specific report in your award system? Or how about, why and when the PI has to approve a purchase? In this discussion we will walk through an overview of the risk management and mitigation strategies, roles, and techniques in play in the higher education industry, and how your institution’s risk strategy can impact your role. We will cover topics such as: • The role of the Board of Trustees, the President, and senior leadership in risk oversight • The interplay between risk management groups including internal audit, compliance, enterprise risk management, and others • Key institutional risk management practices including risk assessments, implementation of internal controls, and monitoring and oversight procedures • The concept of risk culture and risk appetite and how this can impact the relative stringency of your controls ASHLEY DEIHR*, Partner, Baker Tilly, NCURA Silver Plus Contributing Sponsor

RESEARCH DEVELOPMENT

FROM IMPACTFUL RESEARCH TO THE $: SHOW ME THE MONEY!

So What. Does it Matter. Responsible Research. Impact and Exploitation. The current developments how research outcomes become impactful, be responsible and targeted towards the needs of global challenges, citizens and the world, also have influence on sponsored research programmes, as they put the focus increasingly on the topics mentioned above. The discussion is targeted towards a common understanding from various stakeholders around the table and how they tackle these issues in their daily work-life. BRUNO K. WOERAN*, Head Research Management & TechTransfer, Paracelsus Medical University YORAM BAR-ZEEV, Managing Director, Physical & Exact Sciences, Enspire Science Ltd.

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

Agenda

TUESDAY | AUGUST 11, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS DISCUSSION GROUPS continued RESEARCH DEVELOPMENT

DIVERSITY & INCLUSION TO FURTHER YOUR PIs’ RESEARCH

Join us to discuss the ways in which research administrators can help enhance and/ or further their faculty’s research through participatory research; diversity in research design and impact; and, subject selection and bias. LANEIKA K. 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

SYSTEMS/DATA/METRICS

AWARD SETUP/CLOSEOUT METRICS DISCUSSION

We often hear that challenges in the award closeout process are the result of mistakes in the award setup process, or that information is not provided timely enough to accurately complete the award setup process. But how often are those statements supported by data? How often can you really identify where the pain point occurs so that you can start addressing the challenge at the source? This discussion group is designed to serve as a resource for peers to discuss what metrics they currently use, or hope to use in the future, to monitor both the award setup and closeout process. Our hope is that you leave this discussion with new ideas about data points you can review, and how you can obtain this data and track these metrics to improve the award setup and closeout processes. BRYNN TOMLINSON*, Manager, Risk, Internal Audit, and Cybersecurity Services, Baker Tilly, NCURA Silver Plus Contributing Sponsor RASHONDA D. HARRIS, Director, Post-Award Operations, Office of Research, Grants & Contracts, Emory University

3:30 – 4:00 PM (EDT) | BREAK

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS NCURA YEAR LONG SPONSOR SESSION SYSTEMS/DATA/METRICS

THE IMPORTANCE OF GETTING A MASTER’S DEGREE IN RESEARCH ADMINISTRATION

Participants will explore why it is important to get a Master’s Degree in Research Administration. They will learn about the advantages of obtaining an advanced degree and what it will mean to their career advancement in the research administration profession. They will also learn about the Master’s Degree Program in Research Administration at Johns Hopkins University. NCURA SILVER CONTRIBUTING SPONSOR MARIANNE R. WOODS*, Academic Program Director, Master of Science in Research Administration, Krieger School of Arts and Sciences, Advanced Academic Programs, Johns Hopkins University, NCURA Distinguished Educator, NCURA Silver Contributing Sponsor

CONCURRENT SESSIONS CLINICAL/MEDICAL

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ADVANCED

FLIPSIDE: WHAT RESEARCH ADMINISTRATORS NEED TO KNOW ABOUT MOVING BETWEEN CLINICAL AND ACADEMIC OFFICES So you’re contemplating a role change in research administration? Perhaps moving from an NIH-focused research environment to the non-clinical/academic side of campus? Or, perhaps the reverse? Or, moving from a proposal facilitation to a contract negotiation role? What skills will you need to be successful? This session will explore existing talents that are crosscutting and translational (e.g. managing staff, interpreting federal guidelines, relationship building, etc.) and the surprises that may await you on the flipside (e.g., budgeting for academic or calendar appointments, or summer salary; new sponsors and their electronic systems; supervising staff who know more than you do; new faculty; new science; new acronyms; new departmental policies, etc.) The panelists will discuss how problem solving, communication, and negotiation skills will be most important in navigating a successful move toward career advancement.

LEARNING OBJECTIVES • Participants will be able to recognize skills that are transferrable. • Participants will be able to assess and measure their own readiness for making a move. • Participants will be able to identify the ways to recognize gaps in their skills sets needing to be filled. PREREQUISITES Participants will want a minimum of 5 years working either in a clinical or academic setting. Take an inventory of your skills, assess your reasons for considering a change (running away or running towards?), and be prepared to shift your mindset.

GAI DORAN*, Director of Research, Yale School of the Environment, Yale University SUSAN W. SEDWICK, Senior Consulting Specialist, Attain, NCURA Silver Contributing Sponsor ROBYN B. REMOTIGUE, Director, Office of Research Services, School of Public Health, University of North Texas Health Science Center at Fort Worth

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

Agenda

TUESDAY | AUGUST 11, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued EXECUTIVE

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ADVANCED

ADDRESSING THE CHALLENGES OF FOREIGN INVOLVEMENT IN THE U.S. RESEARCH ENTERPRISE: HOW RESEARCH ADMINISTRATORS CAN HELP This session will include a brief reprise of the most current information from federal agencies and others related to managing foreign influence,and will then focus on specific actions research administrators can take to help reduce the likelihood that their institutions and faculty will appear on the news (not in a good way!) through increased awareness of the challenges, what it means to provide active support, and full transparency as it relates to foreign influence.

LEARNING OBJECTIVES • Participants will walk away with additional tools in their tool chest for how to approach and help their institutions manage education, policy, procedures, and intra-campus working efforts related to undue foreign influence. PREREQUISITES None

PAMELA A. WEBB*, Associate Vice President for Research, Sponsored Projects Administration, University of Minnesota, NCURA Distinguished Educator JIM LUTHER, Associate Vice President, Research CSTG Compliance & Federal Reimbursement, Duke University

FINANCIAL/POST-AWARD

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INTERMEDIATE

THE IMPORTANCE OF ASSET MANAGEMENT AND ACCURATE PROPERTY MANAGEMENT INFORMATION Institutions of Higher Education have many financial reporting requirements. One of the most significant investments that an institution has is its land, land improvements, campus infrastructure, leasehold improvements, moveable equipment, as well as its intangible/intellectual property assets. This session will provide the conference participants with a detailed review of the various asset management, financial reporting, stewardship and departmental responsibilities for the management and accountability for these assets assigned to them. This presentation will review the important reporting requirements and will address common challenges that we all have from time to time. We will also address other related reporting issues that institutions are faced with such as OMB’s Uniform Guidance, “sensitive assets” accountability, the importance of insurable values for proper insurance placement values for your institutions buildings and moveable equipment. Additionally, some institutions are considering Public/Private Partnerships (P-3’s), and we will address that concept as well. > continued on next page

YOU THE

POWER

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued FINANCIAL/POST-AWARD

●

INTERMEDIATE

THE IMPORTANCE OF ASSET MANAGEMENT AND ACCURATE PROPERTY MANAGEMENT INFORMATION continued We will also speak to institutions that have Affiliated Medical Centers/Hospitals/Schools of Medicine, as well as assets utilized in research situated at the institutions main campus, or regional campus locations. We will provide examples of challenges, as well as successes throughout the presentation. We will also address questions raised during our session as well as provide the presenters contact details for any questions subsequent to the presentation.

LEARNING OBJECTIVES • Participants will have a better understanding of asset reporting requirements, challenges/recommendations, and possible solutions for those challenges. The session will be interactive in that participants can ask questions throughout our presentation. • Participants will relate to the requirements facing us all and hopefully return to their institutions with thoughts and recommendations to share with their colleagues to enhance their awareness/solutions regarding these asset classifications. • Participants will have a better understanding of the overall reporting requirements to confirm, revise, and update their data to meet their reporting requirements to avoid any possible misunderstandings during annual internal/independent audit reviews. PREREQUISITES Audience typically includes large academic institutions/ academic research institutions and academic medical centers/hospitals, etc.

KEVIN J. McHUGH*, Senior Manager, Attain, NCURA Silver Contributing Sponsor

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

●

OVERVIEW

JOHN W. HANOLD*, Director, Sponsored Programs, Vice President for Research, Office of Sponsored Programs, The Pennsylvania State University PATRICIA A. VALDEZ, NIH Extramural Research Integrity Officer, NIH Research Integrity Officer, Office of Extramural Research, National Institutes of Health

REPEATED IN TOKYO TIME: 2:30 - 3:30 PM

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

Agenda

TUESDAY | AUGUST 11, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued PRE-AWARD

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ADVANCED

PRE-AWARD PRACTICES: CALIBRATING YOUR SIXTH SENSE Pre-Award practices that are proactive in nature require strong organizational and interpersonal skills. An attunement to the needs and styles of our PIs and recognizing what will help them succeed is akin to calibrating a sixth sense. Providing invaluable service in proposal development and research administration can foster success. Learning to anticipate PI needs, keeping abreast of the tenets of our profession, and growing a sixth sense built on trust and solid communication are invaluable practices that will oftentimes result in successful partnerships with PIs in the grants administration enterprise.

LEARNING OBJECTIVES • Participants will develop strong interpersonal and intuitive skills. • Participants will learn how to sharpen organizational and time management skills. • Participants will be able to calibrate our communication and interaction with PIs. • Participants will learn to build and maintain trust with key constituents. PREREQUISITES This session is geared to participants with a working knowledge of and experience in Pre-Award Research Administration practices.

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

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

THE POWER OF ACTIVE LEARNING: STRATEGIES FOR CREATING ENGAGING PROFESSIONAL DEVELOPMENT Augmenting ‘lecture’ with active learning can help keep participants engaged in professional development sessions and deepen learning to improve retention and subsequent application of content. The presenters will model active learning in this session to highlight the strategies’ benefits and demonstrate how they can be applied in professional development for research administrators and faculty.

LEARNING OBJECTIVES • Participants will be able to identify benefits of active learning. • Participants will be able to apply active learning strategies to create engaging professional development for faculty and staff. PREREQUISITES None

HEATHER B. JOHNSTON*, Associate Director of Research Communications, Office for the Advancement of Research and Scholarship, Miami University TRICIA L. CALLAHAN, Senior Research Education and Information Officer, Senior Research Education and Information Officer, Colorado State University AMY COOPER, Assistant Director of Proposal Development, Office for the Advancement of Research and Scholarship, Miami University

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued RESEARCH COMPLIANCE/ETHICS

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ADVANCED

CONTROLLED UNCLASSIFIED INFORMATION Why is there a need in higher education for IT Security in research? We will discuss what Controlled Unclassified Information (CUI) is and where Universities typically see it. Overview of what the Cybersecurity Maturity Model Certification (CMMC) is and when it would apply to University research. Review of current and (potential) future contract requirements relative to the Federal CUI program including: • Recent developments (federal enforcement activity, court proceedings, audits/inspections). • An understanding of the National Institute of Standards and Technology (NIST) frameworks for IT Security (including NIST 800-171). • Federal Acquisition Regulation (FAR) for CUI description, current state, future implications • CMMC - overview, applicability, timeline, future implications.

LEARNING OBJECTIVES • Participants will be able to spot requirements for IT Security within sponsored research proposals and awards. • Participants will gain an understanding of the CUI/ CMMC programs as well as the impact on higher education. • Participants will discuss potential roadmaps for achieving CUI/CMMC compliance.

We will examine a few examples of sponsored research projects where CUI/CMMC compliance requirements apply, what the compliance review process entails, and potential avenues to achieve compliance. 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

RESEARCH DEVELOPMENT

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INTERMEDIATE

REPEATED IN TOKYO TIME: 4:00 - 5:00 PM

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

Agenda

TUESDAY | AUGUST 11, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued RESEARCH DEVELOPMENT

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INTERMEDIATE

RESEARCH DEVELOPMENT STRATEGIES FROM AROUND THE GLOBE continued And RMAs must operate all of these actions effectively and efficiently. Armed with a diverse array of proposal development strategies, RMAs can encourage faculty to become productive researchers and successful scholars.

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

SYSTEMS/DATA/METRICS

●

INTERMEDIATE

INSIDE THE BLACK BOX: REPORTING/ ANALYTICS Metrics have become increasingly important in the field of research administration, as institutions grapple with the need to balance internal priorities with the demand of customers such as Principal Investigators and Business Officers. From a central office perspective, managers want to provide a lens into what is happening with particular transactions, while at the same time being sensitive to the time constraints associated with keeping records up-to-date. In the departments, RAs deal with separate pressures related to balancing Pre-Award activities with other responsibilities. In this session, we will consider a number of questions related to navigating the complexities of analytics and reporting. What problem(s) are we trying to solve? How do the needs of PIs differ from those of Business Officials? How are we determining the number and types of needs, and prioritizing what data we provide? What are some successful strategies to deal with increasing pressures around analytics? We will consider these questions and others in an effort to broaden our understanding of what PIs and Business Officers really need.

LEARNING OBJECTIVES • Participants will be able to compare reporting tools used centrally vs those used in the departments. • Participants will be able to compare the needs of Principal Investigators to those of Business Officials. • Participants will be able to analyze the balance between transparency (reporting out) and efficiency. PREREQUISITES Participants will want a general understanding of research administration. Topics assume knowledge of basic processes involved in reporting: proposal submission; award negotiation and set-up; financial/Post-Award tools and metrics.

NOAM PINES*, Associate Director, Sponsored Projects Office, University of CaliforniaBerkeley KARIM HUSSEIN, Director, Office of Sponsored Projects, University of Nevada, Reno SAIQA ANNE QURESHI, Manager of Operations, Center for Digital Health Innovation (CDHI), University of California-San Francisco

YOU THE

POWER

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

TUESDAY | AUGUST 11, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS DISCUSSION GROUPS DEPARTMENTAL

PRE-AWARD ESSENTIALS

In this discussion we will focus on some of the skills needed to function as an efficient Pre-Award administrator in a growing department (both in faculty and research grants). Participants will learn how to effectively communicate grant deadlines, how to assist faculty with different needs and how to handle multiple grant submissions at once. We will also look at why it is important to collect data at the Pre-Award stage and how to communicate that data to other departments in the institution. WILLIAM McCORMACK*, Associate Director, Research Administration, New York University

FEDERAL/SPONSORS/AGENCIES

ENHANCING STEM RESEARCH AND EDUCATION THROUGH MEANINGFUL PARTNERSHIPS WITH MINORITY-SERVING INSTITUTIONS

This highly interactive discussion will focus on the opportunities for strong partnerships between PWIs and MSIs and the pivotal role of research administrators on facilitating the training of the next generation of highly-qualified scientists and engineers. Participants will be asked to share examples and documented outcomes of successful partnerships with between MSIs and other institutions of higher education, including opportunities for collaborative research, student mentoring, joint federal grant applications, and effective engagement with the private sector. TOM RUDIN*, Director, Board on Higher Education and Workforce, National Academies of Sciences, Engineering, and Medicine CHARISSE CARNEY-NUNES, Deputy Division Director (acting), NSF EHR Division of Graduate Education, National Science Foundation (NSF) EARNESTINE P. EASTER, Program Director, Division of Graduate Education, National Science Foundation (NSF) RASHAWN FARRIOR, Team Lead, NSF Office of Budget, Finance and Award Management, Division of Grants and Agreements, National Science Foundation (NSF)

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

BEST PRACTICES FOR USING BANNER FINANCE RESEARCH ACCOUNTING MODULE IN PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

Discussion on how we use Banner to set up, maintain, manage and inactivate grants. ANDREA L. SHERMAN*, Senior Accounting Analyst, Business Office/Office of College Grants, Franklin & Marshall

College

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

Agenda

TUESDAY | AUGUST 11, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS DISCUSSION GROUPS continued PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

THE INSIDER’S GUIDE TO THE CRA EXAM

Planning to take the CRA exam in November? This discussion will give you all the tips and tricks to study for and take the exam. Lead by, Jeff Ritchie, a 10-year veteran of the Research Administrators Certification Council, this discussion will cover where to find study aids, how to register for the exam, and best practices for getting the highest score possible. JEFFREY J. RITCHIE*, Director of Sponsored Programs, Office of Sponsored Programs, Hamilton College

5:00 – 6:15 PM (EDT) | VIRTUAL HAPPY HOUR AND AWARDS JOIN NCURA’S HOUSE BAND, SOUL SOURCE AND THE NO-COST EXTENSIONS FOR A SING ALONG FROM 5:00 – 5:30 PM EDT. OUR AWARDS CEREMONY WILL BEGIN AT 5:30 PM EDT. PRESENTATION OF AWARDS Outstanding Achievement in Research Administration Award

JUDY FREDENBERG UNIVERSITY OF MONTANA

Catherine Core Minority Travel Award ATIQUA BURNS WASHINGTON UNIVERSITY IN ST. LOUIS

ITALIA GARDUÑO OUR LADY OF THE LAKE UNIVERSITY

AMY OSSOLA-PHILLIPS UNIVERSITY OF TEXAS SAN ANTONIO

Julia Jacobsen Distinguished Service Award

TRICIA CALLAHAN COLORADO STATE UNIVERSITY

RASHONDA HARRIS EMORY UNIVERSITY

LISA MOSLEY YALE UNIVERSITY BEN PRINCE UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL

JILL TINCHER UNIVERSITY OF GEORGIA

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

AGENDA Wednesday, August 12, 2020

YOU THE

POWER OF

Agenda

WEDNESDAY | AUGUST 12, 2020

1:00 – 5:00 PM (EDT) | EXPOSITION 2020 1:00 – 5:00 PM (EDT) | POSTER SESSIONS

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS NCURA YEAR LONG SPONSOR SESSION PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

TRANSFORM REMOTE WORK THROUGH COMMUNICATION & COLLABORATION

Join Kuali to learn how our software promotes communication and collaboration at a time when research administration and compliance work is increasingly remote. Our flexible, fully integrated suite is designed to make working with others across roles, departments and functions easy and intuitive. We will also share the best practices to promote collaboration and communication that we’ve learned over many years as a fully remote team.

NCURA GOLD PLUS MEMBER SPONSOR

DAVID BAKER*, Product Marketing Manager, Kuali Research, NCURA Gold Plus Member Sponsor KACI FOSTER, General Manager, Kuali Research, NCURA Gold Plus Member Sponsor VICTOR KINZER, Customer Success Manager, Kuali Research, NCURA Gold Plus Member Sponsor KAT SZULC, Director, Customer Success, Kuali Research, NCURA Gold Plus Member Sponsor

CONCURRENT SESSIONS FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

SHRIMP ON A TREADMILL: POLITICS AND PERCEPTION IN FEDERALLY FUNDED RESEARCH In 2011, Oklahoma Senator Tom Coburn’s report, “The National Science Foundation: Under the Microscope,” highlighted a study by marine biologist David Scholnick. Coburn accused Scholnick of spending $3 million in taxpayer money to build a treadmill for shrimp. Scholnick’s shrimp treadmill was featured everywhere from Fox News to an AARP commercial, but both the financial specifics of the funding and the scientific impact of his research were largely missing from the narrative. How did a study about the effect of changing ocean temperatures on marine organisms’ ability to fight infection become the center of the battle against wasteful government spending? Accountability in federal research funding is nothing new. However, with the federal research budget slated increase, the conversation about accountability will only get louder, and the phrase “wasteful government spending” will likely continue to pop up in our newsfeeds. What can your institution do if its research is presented negatively in the headlines?

LEARNING OBJECTIVES • Participants will survey the complicated landscape of politics, public perception and government-funded fundamental science, including contemporary publications and events that have criticized federallyfunded research. • Participants will revisit projects identified as “wasteful” and dig deeper to discover the broader applications and scientific impact of the work. • Participants will consider proactive and defensive tactics and begin to form a response road map to guide your institution’s response when needed. PREREQUISITES None

SCOTT M. NILES*, Research Associate II/Contracting Officer, Research and Sponsored Programs, Georgia Institute of Technology KATIE M. HALLEY-OCTA, Director, Office of Research and Sponsored Projects for the College of Education and Human Development, Georgia State University ERIN HEATH, Associate Director of Government Relations, American Association for the Advancement of Science Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

WEDNESDAY | AUGUST 12, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS continued FINANCIAL/POST-AWARD

●

BASIC

FRINGE BENEFITS: THE HOW-TO GUIDE This session is designed to provide the basics related to developing fringe benefit rates, fringe benefit proposal development and audit/ negotiation. Topics covered will include bases, pools, allowability of costs, allocation methodologies and calculation of the fringe benefit rates.

LEARNING OBJECTIVES • Participants will gain a better understanding of why employee categories are necessary. • Participants will learn how to develop the employee matrix. • Participants will discuss three ways to allocate fringe costs to employee categories. PREREQUISITES None

CAROLINE M. BEEMAN*, Director, MAXIMUS Higher Education, Inc. CHERESA Y. BOSTON, Director, Office of Research and Sponsored Programs, University of North Florida

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

CHANGING THE PLAYBOOK OF RESEARCH ADMINISTRATION AT A PUI Sponsored Programs offices are a critical component of any successfully operating institution of higher education. These units have the ability to generate external revenue and form connections with new and innovative partners for the subsequent benefit of university researchers and the larger campus community. Even these units must face inevitable budget cuts and learn to leverage existing resources while still providing life-sustaining services for campus. This session will provide an overview of how the Sponsored Programs office at the University of Wisconsin Oshkosh turned significant budget cuts and dwindling resources into a more efficient and successful working unit. We will share the strategies we used to enhance grantsmanship support and services; improve efficiency; expand on the new partnerships we formed with nontraditional campus units; and finally, share how these changes have provided us with a strategic framework that allows us to share inter-department resources, realign staff workloads, and subsequently provide a richer breadth of resources to our campus community.

LEARNING OBJECTIVES • Participants will be able to demonstrate unique partnerships that enhance grantsmanship and improve unit efficiency. • Participants will learn to stimulate out-of-the-box thinking that is specific to their institution in an atmosphere with dwindling budgets and increased workload. • Participants will be provided with a strategic framework to be used as a model by other PUIs. PREREQUISITES None

KIMBERLY LANGOLF*, Director, Sponsored Programs and Risk and Safety, Office of Sponsored Programs, University of Wisconsin Oshkosh

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

Agenda

WEDNESDAY | AUGUST 12, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS continued PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

THE RESEARCH ADMINISTRATION TRAINEESHIP: THE UCSF PROGRAM TO RECRUIT AND TRAIN NEW STAFF INTO RESEARCH ADMINISTRATION The UCSF Research Administration Traineeship is a new 1 year employment program that aims to recruit and prepare new entrants to the research administration profession. The creators of this traineeship will discuss the process to develop this program, including costs, garnering leadership buy in, and timelines. The UCSF team will describe the structure of the program, including the curriculum and learning outcomes for each rotation (Pre-Award, Post-Award, and Controller’s Office).

LEARNING OBJECTIVES • Participants will understand the definition of a traineeship, history and function. • Participants will understand the rationale for building a new pipeline for the next generation of research administrators. • Participants will understand the outline of the UCSF model for a research administration traineeship. • Participants will learn about funding a traineeship program; challenges and suggestions. PREREQUISITES None

LAURA H. BARDE*, Research Services Manager, Office of Sponsored Research, University of California-San Francisco SAIQA ANNE QURESHI, Manager of Operations, Center for Digital Health Innovation (CDHI), University of CaliforniaSan Francisco

RESEARCH COMPLIANCE/ETHICS

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INTERMEDIATE

COI: ADAPTING TO HEIGHTENED SCRUTINY As federal sponsors have turned their attention to conflicts of interest, particularly those involving foreign entities, many research administrators have needed to reconsider their internal controls. This session will demonstrate how administrators have responded to these concerns by closing reporting gaps, improving communication channels, revising procedures, and increasing training and awareness.

LEARNING OBJECTIVES • Participants will understand how to adapt internal controls for conflicts of interest to new sponsor expectations. • Participants will discover how to review disclosures through a different lens. • Participants will learn from the experiences and challenges of other participants. PREREQUISITES Participants will want some familiarity with conflict of interest disclosure requirements and procedures in higher education – whether in the office reviewing disclosures, the sponsored programs office, or by working with faculty/investigators on proposal submissions and award management.

KRISTEN HARDING*, Research Compliance Officer, FAS Research Administration Services, Harvard University MARY E. SCHMIEDEL, Senior Director, Office of Research Oversight, Georgetown University JULIANE BLYTH, Associate Director, Office of Research Integrity, Brown University

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

WEDNESDAY | AUGUST 12, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS continued RESEARCH DEVELOPMENT

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INTERMEDIATE

RESEARCH DEVELOPMENT STRATEGIES FOR FACULTY AT ALL LEVELS Presenters will provide numerous strategies used, successfully and unsuccessfully, at their institutions to improve external funding.

LEARNING OBJECTIVES • Participants will understand strategies presented and identify those that will fit their institution to promote growth in research funding. • Participants will learn to develop additional strategies as institutional goals change. • Participants will be able to match candidates to work with based on experience, need, and funder. PREREQUISITES Participants will want motivation to grow externally funded research at their institution.

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

DISCUSSION GROUPS DEPARTMENTAL

MERGING ACADEMIC DEPARTMENTS: IDEAS AND CONSIDERATIONS FOR THE RESEARCH ADMINISTRATOR Over time, academic departments shrink and grow with continually changing levels of funding, changes in technology, and changes in research interests. As situations change in your University, larger departments may swallow up smaller departments. Institutes may form, absorbing several departments into one large entity. There are even times when a department may dwindle to the point that it is dissolved and the faculty and staff are absorbed into other areas.

In this discussion, we will bring together research administrators who have gone through academic department mergers to discuss the highlights, problems, and solutions applied. We invite any who have gone through a merger to share their experiences with those who might facing a pending merger. We hope to use this time to identify some of the common problems and mistakes made to be able to give foresight to those who may see mergers in their research administration careers. BILL H. COURTNEY*, Senior Grant Specialist, School of Medicine, Washington University in St. Louis AMY REILY, Manager of Business Operations, Institute for Informatics & the Division of Biostatistics, Washington University in St. Louis

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

Agenda

WEDNESDAY | AUGUST 12, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS DISCUSSION GROUPS continued EXECUTIVE

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

As stated in its Executive Summary, the paper, Excellence in Research: The Funding Model, F&A Reimbursement, and Why the System Works, produced by the Council on Governmental Relations (COGR) “describes how a reliable “Facilities and Administrative” (F&A) cost reimbursement policy is critical to the continued success of the U.S. research enterprise.” The paper anticipates that the fragile financial underpinnings of our institutional research enterprises will continue to weaken without a widely accepted model for cost reimbursement that sustains the supporting infrastructure. The current economic crisis resulting from the response to the COVID19 pandemic is sure to test the limits of our current model. Please join us in discussing some of the strengths and weaknesses of our current F&A reimbursement process, ideas for improving or replacing the process, and thoughts about the opportunities and threats presented by our current, strained financial situation. CYNTHIA HOPE*, Director, Academic Contracts and Grants Administration (GTRC Awards), Office of Sponsored Programs (OSP), Georgia Institute of Technology, NCURA Distinguished Educator RICHARD P. SELIGMAN, Associate Vice President for Research Administration, Office of Research Administration, California Institute of Technology, NCURA Distinguished Educator

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

DIVERSITY & INCLUSION WITH GLOBAL REFLECTIONS

These days everyone is actively working towards being diverse and inclusive, however are we really? Many times, if we take a deeper look, we may learn that we are working towards being diverse and inclusive in a silo which negates our efforts entirely. When the thought of diversity comes into mind, we often think of skin color, education, social economic status and miss the elephant in the room. That elephant is ethnicity and points of origin which bring cultural barriers into play. This discussion will start the conversation to ensure that we are not only creating inclusion within our silos but rather removing the silos all together to create a culture that is diverse, inclusive and considerate of points of origin. RASHONDA D. HARRIS*, Director, Post-Award Operations, Office of Research, Grants & Contracts, Emory University BRYONY J. WAKEFIELD, Director, Research Development, Faculty of Medicine, Dentistry and Health Sciences, Research Office, University of Melbourne

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

WEDNESDAY | AUGUST 12, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS DISCUSSION GROUPS continued PRE-AWARD

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

In a challenging funding environment, the process of managing the proposal submission cycle might feel just like driving a bus. Partners and collaborators step on and off at different stages of the route. Their various personalities and job functions have a direct impact on the degree and manner in which we interact with them – including our ability and willingness to take them where they might need to go. We all have passengers who ask too many questions and always seem to second-guess whether you know where you are going, while others are a welcome sight and know they are in good hands with you. This discussion group will focus on raising an awareness for some of the external factors that our partners who ride the bus may be bringing on board that contribute to a bumpy ride and offer some tips for how to deal with difficult passengers. JENNY GALLAHER*, Assistant Team Manager, Office of Sponsored Research, University of California-San Francisco

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

WHERE DO I BELONG? SWITCHING BETWEEN PUI AND RESEARCH INTENSIVE INSTITUTIONS

Research administration occurs in a multitude of different environments. Most of us work in Institutions of Higher Education, which will be the focus of this discussion group. We will hash out some of the various differences between PUIs and Research Intensive Institutions as well as talk about some of the pain points of switching between the two as a result of a career opportunity. For those of you struggling with a change or anticipating making a change, this discussion group is for you! TONYA PINKERTON*, Proposal Development Manager, Research Development Services, Georgetown University Medical Center

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

KEEP CALM AND NINJA ON: STRESS AT WORK AND BEYOND

Research Administrators regularly need to maintain and project calm while untying administrative knots that would stress out a sloth! In this session we focus on intentionally destressing at work. We discuss several relaxation techniques including: deep breathing, repetitive statements, and change of scenery. We talk about constructive venting, throw away lists, and putting yourself first in order stay in prime condition to tackle even the most stressful day. SAMANTHA K. ALESHIRE*, Principal Grant & Contract Management Officer, Office of Grants & Contracts Administration, University of Alaska Fairbanks SARAH BROWNGOETZ, Director College Grant Development, Olympic College

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

Agenda

WEDNESDAY | AUGUST 12, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS DISCUSSION GROUPS continued SYSTEMS/DATA/METRICS

MANAGING RESEARCH OPERATIONS THROUGH TECHNOLOGIES

We will discuss the importance of technologies and how they influence our operational and award intake processes and procedures. We will also talk about understanding the importance of reinvesting continuously in your operational infrastructure through targeted systems, process development, and innovation. Participants will review how to be more aware of how simple activities like signing documents can take too much time in an institution. We will focus on the sustainability of an office with sponsors moving towards external portal management, and expanding authorities and how this impacts a Central Research Office. Lastly, we will discuss the need for innovation and how the investment in this area is key to sustaining the future environment of sponsored research. EDWARD McKOY*, Assistant Director, Office of Sponsored Projects, George Washington University

2:15 – 2:30 PM (EDT) | BREAK

2:30 – 3:30 pm: EDUCATION SESSIONS NCURA YEAR LONG SPONSOR SESSION FINANCIAL/POST-AWARD

POSITIONING THE RESEARCH ENTERPRISE FOR THE FUTURE OF RESEARCH

For decades, the Huron research team, now over 400 strong, has worked hand-inhand with research institutions across the country, providing immediate guidance in all aspects of clinical and basic research.?During the pandemic, our commitment remains strong. Our deep expertise in all facets of research, accompanied by our unparalleled client base, has given us keen insight into research operational and financial best practices, helping our clients create a solid foundation for research stability and growth.During this session we will discuss how our expertise and data-driven solutions have provided our clients with strategies and tools needed to optimize research while preparing to move their enterprise into the future. Other tracks applicable to this session include: • Clinical/Medical • Pre-Award • Research Compliance/Ethics • Systems/Data/Metrics MATTHEW STAMAN*, Managing Director, Research Services and Software, Huron, NCURA Gold Plus Member Sponsor SONIA SINGH, Director, Research Services, Huron, NCURA Gold Plus Member Sponsor CHARLIE MARUCCO, Director, Research Services and Software, Huron, NCURA Gold Plus Member Sponsor AMANDA FERGUSON, Manager, Research Services, Huron, NCURA Gold Plus Member Sponsor

NCURA GOLD PLUS MEMBER SPONSOR

YOU THE

POWER

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

WEDNESDAY | AUGUST 12, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

●

BASIC

CLINICAL TRIAL LIFECYCLE: FROM CONCEPT TO CLOSEOUT The purpose of this session is to present a high level model for effectively conducting a clinical trial from concept to closeout. Pre-study • Idea for a study (developing research question/ study design) • Securing funding (grants, industry-sponsored study) • Setting up agreements, etc.

LEARNING OBJECTIVES • Participants will be able to identify the three major stages of clinical trial operations. • Participants will understand the workflow and interconnectedness of the life cycle process. • Participants will be able to give examples of activities within each stage of operation. PREREQUISITES None

Study Conduct • Site Initiation and start up • Study execution • Data management/documentation Post • Close-out financials • Storing documents • Analyzing and Reporting results (publishing) • Identifying new opportunities MARIE JACKSON*, Senior Director, Children’s Foundation Research Institute, Le Bonheur Children’s Hospital VENESSA SPEARMAN, Director, Grant Administration and Contract Development, Le Bonheur Children’s Hospital

DEPARTMENTAL

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ADVANCED

REPEATED IN TOKYO TIME: 2:30 - 3:30 PM

STEVEN LICHTENSTEIN*, Assistant Dean, School of Medicine, University of Virginia KERRY PELUSO, Associate Vice President for Research Administration & Finance, Office of Research, Florida State University, NCURA Distinguished Educator

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

Agenda

WEDNESDAY | AUGUST 12, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued FEDERAL/SPONSORS/AGENCIES

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OVERVIEW

FLOWDOWN: CRAFTING FEDERAL SUBCONTRACTS This session introduces participants to the basics of drafting outgoing subcontracts issued under a prime federal contract. A specific emphasis is placed on understanding Federal Acquisition Regulations (FAR) and Defense Federal Acquisition Regulations (DFAR) clauses and prescriptions. The session will examine federal contract flowdown requirements, priorities for research subcontracts, and common challenges. We will cover interpretation and application of FAR/DFAR clause prescriptions based on the contract’s funding mechanism, type of subcontractor, and the scope of work, as well as key clauses that may require adaptation to conform with standard university subcontract language.

LEARNING OBJECTIVES • Participants will be able to identify a prime federal contract. • Participants will be able to recognize and lookup full text FAR/DFAR clauses. • Participants will understand FAR/DFAR prescriptions. • Participants will be able to identify mandatory and conditional flowdown requirements. • Participants will learn to interpret applicability of FAR/ DFAR clauses to different types of subcontracts. • Participants will be able to identify and mitigate conflicts between template subcontract language and federal flowdown. PREREQUISITES Participants will want at least 1-3 years of Research Administration or equivalent experience to achieve learning objectives. This session is appropriate for new and developing grants and contracts administrators, research administrators, and college and departmental administrators.

ZACHARY J. BYRNES*, Associate Director for Grants Management and Contracting, Office of Sponsored Programs, University of Pittsburgh

FINANCIAL/POST-AWARD

●

INTERMEDIATE

SUBS: SUBAWARD USER BUSINESS SYSTEMBUILDING AN OUTGOING SUBAWARD SYSTEM In 2012 Washington University went live with an outgoing subaward processing system, known as the SUBSystem. In 2020, we are implementing a NEW outgoing subaward processing system due to a platform change. Our leadership made the decision to continue our unique processing system that offers benefits and efficiencies to both the department and central administration users. Features include: 1) Attachment library of FDP and other sponsor attachments, 2) Required Items list that must be obtained prior to submission to central office, 3) repository for documents associated with subrecipients such as IDC Rate agreements, budgets, IACUC & IRB approvals, and correspondence, and 4) process status transparency for users.

LEARNING OBJECTIVES • Participants will learn how outgoing subaward processing and UG data element collection can be streamlined for all users. • Participants will learn how process pain points can be managed and some processing delays reduced. PREREQUISITES Participants will want an understanding of your institution’s outgoing subaward process and the regulatory compliance associated with such collaborations.

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

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

WEDNESDAY | AUGUST 12, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

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OVERVIEW

HORIZON EUROPE AND COLLABORATION OPPORTUNITIES FOR NON-EU INSTITUTIONS The session will give an introduction into the structure, legal and financial framework of the new Framework Programme sponsored by the European Commission, Horizon Europe, which will be launched on January 1, 2021 for a duration of 7 years. Horizon Europe succeeds Horizon2020 as one of the biggest funding programs in the world and foresees the cooperation with research organizations based around the world. This session aims at showcasing those elements of continuation, novelty and differences from Horizon 2020. We also want to explain how institutions based outside of the EU can participate in this program and under what legal framework. We will focus on the opportunities for US based organizations under bilateral agreements between US and the EU, and opportunities for Third Countries that do not have bilateral agreements in place as such but could participate against funding or no-funding grounds.

REPEATED IN TOKYO TIME: 1:00 - 2:15 PM

DANIELA AMADIO*, Head of Research Grants (Pre-Award), Research & Innovation, King’s College London BELLA BLAHER, Faculty Research Manager, Education, University of Melbourne LUIGI PELLEGRINO, Head, Research Area, Bocconi University

PRE-AWARD

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ADVANCED

INNOVATIONS FOR PRE-AWARD WORKFLOW Participants will be immersed in challenges, processes and regulations associated with the identification of funding opportunities; development, budgeting, review, approval and submission of proposals; and review, negotiation, acceptance and set-up of awards. Knowledge will be gained in prospective funding, submission of proposals, and award mechanism’s negotiation and execution while exploring Pre-Award’s (1) best practices, (2) challenges of small and large Pre-Award enterprises, and (3) innovative solutions to mitigate these challenges.

LEARNING OBJECTIVES • Participants will learn best practices for Pre-Award workflow. • Participants will be able to identify challenges of midsize to large Pre-Award units. • Participants will discuss innovative solutions to mitigate these challenges. PREREQUISITES This session is designed for Pre-Award individuals in midlevel management or director positions that are seeking to expand their existing knowledge for best practices and innovative Pre-Award workflow.

DANIELLE S. MCELWAIN*, Director of Research, Dean’s Office, College of Engineering & Computing, University of South Carolina EMILY D. DEVEREUX, Executive Director, Research & Technology Transfer, Arkansas State University

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

Agenda

WEDNESDAY | AUGUST 12, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

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OVERVIEW

LAYING THE GROUNDWORK: UTILIZING INTERNAL FUNDING PROGRAMS FOR FUTURE SUCCESS AT PUIs This session will describe, through case studies at Minnesota State Mankato & Ball State University, how internal funding programs can be utilized to support faculty in securing external funding success throughout their career. Time will also be provided for participants to share their own experiences with internal funding programs.

LEARNING OBJECTIVES • Participants will be able to review grant guidelines & rubrics to see what has been successful for the application process. • Participants will get ideas on workshops and one-onone sessions to help PIs develop their proposal. • Participants will hear the process on how to engage PIs after the internal award. PREREQUISITES Some experience with internal funding programs would be helpful.

JUSTIN M. MILLER*, Director, Sponsored Projects Administration, Ball State University KRISTEL SETH, Director, Office of Research and Sponsored Programs, Minnesota State University, Mankato JEANE McGRAW, Grants Coordinator, Office of Research and Sponsored Programs, Minnesota State University, Mankato

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

MANAGING UP: WHAT IT MEANS AND WHY IT MATTERS Managing up is the process of building a smooth, productive relationship with your supervisor that rests on two-way communication and understanding your supervisor’s communication and decision-making style. It means getting to know your supervisor as a person, and developing a relationship that can help you advocate for what you want, ask for help, promote the success of the team, and advance in your own career.

LEARNING OBJECTIVES • Participants will learn tactics they can use to build a strong relationship with their supervisor, act strategically, and understand how relationships are the coinage of business. PREREQUISITES None

NATASHA WILLIAMS*, Associate Director, Research Development & Strategic Initiatives, Kennesaw State University MICHAEL MITCHELL, Research Operations Program Manager, Georgia Institute of Technology

RESEARCH DEVELOPMENT

●

ADVANCED

BEST PRACTICES WITH FOUNDATIONS: BUILDING RELATIONSHIPS TO PROMOTE EFFECTIVE INTERACTIONS How do we work with private foundations to fund faculty research? How do we identify a good fit? How do we develop and maintain relationships between faculty, funders and central administration offices? Maureen Thompson-Siegel and Kelly Freidenfelds (Princeton) and Jonelle Bradshaw de Hernandez (UT-Austin) will discuss best practices to guide the work with private foundations, discuss case studies to illustrate relationship building and research development strategies.

LEARNING OBJECTIVES • Participants will develop a holistic relationship with a foundation funder. • Participants will be provided with support to faculty throughout the research development process. • Participants will learn to promote efficient and effective interactions between sponsored research and development offices. PREREQUISITES Participants will want an understanding of sponsored research funding available from foundations and the ability to direct faculty to related opportunities.

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 BRADSHAW de HERNANDEZ, Executive Director, Foundation Relations, University of Texas, Austin RENEE K. GONZALES, Assistant Vice President for Research, University of Texas at Austin Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

WEDNESDAY | AUGUST 12, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS DISCUSSION GROUPS FEDERAL/SPONSORS/AGENCIES

OTHER TRANSACTION AGREEMENT AUTHORITY: UNDERSTANDING THE LANDSCAPE What are Other Transaction Authority Agreements? They are primarily defined as what they are not. This discussion will review what they are.

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

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

STAFFING & INVESTMENT CONSIDERATIONS IN SPONSORED PROJECTS OFFICES AT PUIs This discussion group will review various aspects and ideas about staffing and investment considerations at PUIs. We will provide a platform in which participants can freely discuss how PUIs at various institutions choose to staff their sponsored project offices, what role technology can play in their staffing decisions and what levels of staffing are needed to properly perform the functions of the sponsored project office at PUIs, etc. Discussions will also consider pitfalls and limitations PUIs have with staffing and investment and ways to mitigate such issues to ensure that the sponsored project office effectively and efficiently administers sponsored projects.

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

RESEARCH COMPLIANCE/ETHICS

SAFEGUARDS: WHERE PRIVACY AND RESEARCH INTERSECT

In the current state of controversial uses of personal data, the question of how best to protect information collected during research has come to the forefront. In this discussion we will discuss a practical approach to safeguarding research records including maintaining data for secondary research purposes. We will also explore evolving privacy laws that are currently relevant to the research community. MARK FOX*, Compliance Officer, American College of Cardiology THORA JOHNSON, Partner, Venable

SYSTEMS/DATA/METRICS

ERA, BLOCKCHAIN, HOT TOPICS

We will discuss current eRA topics including: changes to sponsor systems that impact the research administration lifecycle, how blockchain can be used to improve our workflows, and will open the discussion for conversations on how the COVID-19 pandemic has impacted eRA and technology functions across research administration. LORI ANN SCHULTZ*, Senior Director, Research, Innovation & Impact, University of Arizona STEPHEN D. DOWDY, Director, Research Systems and Integration, Division of Research, University of Maryland, College Park

3:30 – 4:00 PM (EDT) | BREAK

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

Agenda

WEDNESDAY | AUGUST 12, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS NCURA YEAR LONG SPONSOR SESSION FINANCIAL/POST-AWARD

SUCCESS FACTORS FOR ADOPTING CLOUD ERP SOLUTIONS IN RESEARCH ADMINISTRATION

Research intensive universities are increasingly adopting new “Cloud ERP” solutions for human resources and financial management functions such as Oracle Cloud and Workday. This solutions are highly integrated and much more standardized than onpremises solutions. In this session, we will share lessons learned and leading practices for a successfully transition to the Cloud from a research administration perspective derived from 11 implementations at R1 universities.

NCURA GOLD MEMBER SPONSOR

JAMES W. KEMP, Managing Director, Deloitte, NCURA Gold Member Sponsor JESSICA LAWRENCE, Specialist Leader, Deloitte, NCURA Gold Member Sponsor

CONCURRENT SESSIONS EXECUTIVE

●

ADVANCED

EXECUTIVE SESSION: CHALLENGES IN IMPLEMENTING OMB SALARY FLEXIBILITIES In response to the Coronavirus, the federal government provided various flexibilities to help ease the management of federal awards; these flexibilities in many cases provided awardees with the ability to make charges to federal awards that might otherwise have been considered unallowable. This session will look at one particular flexibility from OMB Memorandum M-20-17 – “Allowability of salaries and other project activities”, as well as OMB’s modification of that flexibility via its subsequent Memorandum M-20-26. Join us as we follow the process taken by 3 different institutions - first in determining how best to quickly implement the salary flexibility and still comply with its requirements, and then the basis for deciding whether to continue taking advantage of the flexibility once OMB changed the rules.

LEARNING OBJECTIVES • Participants will be able to broadly discuss institutional decision making processes as well as the challenges of quickly implementing a change to award management practices. PREREQUISITES None

DAVID MAYO*, Director of Sponsored Research, California Institute of Technology, NCURA Distinguished Educator KIM MORELAND, Associate Vice Chancellor for Research Administration; Director of Research and Sponsored Programs, University of Wisconsin, NCURA Distinguished Educator PAMELA A. WEBB, Associate Vice President for Research, Sponsored Projects Administration, University of Minnesota, NCURA Distinguished Educator

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

WEDNESDAY | AUGUST 12, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

FEDERAL AUDIT ENVIRONMENT: RESEARCH, RESULTS, AND RISK The National Science Foundation’s Resolution and Advanced Monitoring Branch (RAM) and Office of Inspector General (OIG) will jointly present on the distinct and complimentary oversight roles of each group, the audit process in general, results of recent audits, and emerging grant management risks.

LEARNING OBJECTIVES • Participants will have a better understanding of the complimentary oversight roles of NSF RAM and NSF OIG along with an understanding of emerging grant management risks that have been identified in recent audits. PREREQUISITES None

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

PRE-AWARD

●

BASIC

BUDGETING BASICS: CREATING AND IMPLEMENTING AUDIT-WORTHY BUDGETS AT R1 AND PUI INSTITUTIONS Are you new to research administration and wondering how to develop sound proposal budgets and interpret the resulting award budget? Join us for a lively primer applicable to all participants within research intensive or primarily undergraduate universities. Explore budget development from draft to final stages, review the most commonly used budget formats and expense categories, and understand how pre-award budget preparation of the project’s financial plan ensures healthy post award implementation and sound audit performance.

LEARNING OBJECTIVES • Participants will explore budget formats and budget categories commonly used by sponsors. • Participants will be able to utilize strategies to identify both direct and indirect cost allocations according to federal guidelines, sponsor requirements, compliance considerations and institutional policies. • Participants will review examples of unique project expenses and determine how they should be budgeted and evaluated for audit worthiness and future desk review. PREREQUISITES None

DOROTHY J. JOHNSON*, Managing Officer, Research and Sponsored Programs, University of Wisconsin-Madison NANCY Y. DUFAU, Assistant Vice President, Office of Sponsored Programs and Research, Towson University LIZ KOGAN, Interim Research Administration Director, The University of Texas at Austin VANESSA O. LOPEZ, Senior Grants Administrator, College of Liberal Arts Office of Research & Graduate Studies, The University of Texas at Austin ROXANNE SMITH PARKS, Senior Contracts and Grants Specialist, Lamar University

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

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OVERVIEW

CONTINUING UNIFORM GUIDANCE ISSUES FOR PUIs: INTERNAL CONTROLS, COST TRANSFERS, ALLOWABLE, ALLOCABLE AND... Introduction and overview of Uniform Guidance recent changes specific to PUI’s. When to use Uniform Guidance and correctly manage proposals and awards.

LEARNING OBJECTIVES • Participants will be able to identify and find Uniform Guidance changes and relate the changes to proposals and awards at PUIs. • Participants will be able to identify specific sections of Uniform Guidance and changes for PUIs. • Participants will learn to apply Uniform Guidance principals to specific examples at PUIs. PREREQUISITES None

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

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

Agenda

WEDNESDAY | AUGUST 12, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

MEDITATION FOR HEALTH AND HAPPINESS Meditation is a journey inward so we can connect to who we are, and be in choice as to how we show up in our lives and in our world. Learn what meditation is all about and how it can help you. We will also be experiencing several different meditation and breathing techniques for you to try on!

LEARNING OBJECTIVES • Participants will learn what mediation is, how it can positively impact your health and happiness, and experience different techniques. PREREQUISITES None

While you are visiting our exhibitors and sponsors in the exhibit hall, please stop by the Wellness Booth for individual 10 minute meditation experiences as well! TARA BISHOP*, Deputy Chief Executive, National Council of University Research Administrators and Chopra Center Certified Vedic Educator

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

REPEATED IN TOKYO TIME: 4:00 - 5:00 PM

JENNIFER J. CORY DOESCHOT*, Director of Operations, Center for Definitive and Curative Medicine, Department of Pediatrics, Stanford University AMY CAMILLERI, Associate Director, Office of Research Services, University of Pennsylvania SAIQA ANNE QURESHI, Manager of Operations, Center for Digital Health Innovation (CDHI) ,University of California-San Francisco ALEXA VAN DALSEM, Assistant Director, Office of Contracts and Grants, University of Colorado Boulder Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

WEDNESDAY | AUGUST 12, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

●

OVERVIEW

EFFECTIVE PRESENTATIONS: EXPLORING WAYS TO EXPAND YOUR SKILLS As a Research Administrator, you are often explaining issues surrounding sponsored research and the administration of grants and contracts. Yet making the transition from ‘explainer of facts’ to ‘facilitator of knowledge’ can be tricky. We will spend time outlining the various modes of NCURA conference presentations as discussion leaders, panelists, or workshop faculty; exploring the complexities of team presentations; and writing descriptions to potentially submit for future NCURA meetings. We will touch on adult learning preferences, potential teaching activities, and approaches to presentation execution in that context. These may make the difference between participants surfing the web on their smart phones or being fully engaged.

LEARNING OBJECTIVES • Participants will be able to identify various types of NCURA presentations and identify strategies for each presentation type. PREREQUISITES None

HEATHER M. OFFHAUS*, Director, Medical School Grant Services & Analysis, Office of Research, University of MichiganAnn Arbor NICHOLAS G. PRIEUR, Research Administration Senior Manager, Youth and Social Issues Program, University of MichiganAnn Arbor ROBYN B. REMOTIGUE, Director, Office of Research Services, School of Public Health, University of North Texas Health Science Center at Fort Worth

RESEARCH COMPLIANCE/ETHICS

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ADVANCED

EXPORT CONTROLS: RECENT REGULATORY CHANGES The United States has a complex export control regulatory environment comprised of multiple laws; implementing regulations; regulatory and enforcement agencies; and processes. Recent actions by the U.S. government have added to this complexity; for example, specific information security requirements may be required for universities information technology systems used to transfer, store or generate controlled unclassified information, including export controlled technology or technical data. This session will discuss recent changes in export control regulations and other related requirements and how research compliance and administration offices can partner to support university faculty, staff and students working in this space.

LEARNING OBJECTIVES • Participants will gain an understanding of the nature, scope and impact of recent regulatory changes. • Participants will explore evolving institutional approaches to identification and management of export controlled items and information. • Participants will learn how the expertise, systems, and processes of various functional areas can be integrated to more effectively support impacted research and researchers. • Participants will practice problem-solving through case study discussions. PREREQUISITES Participants will want to have a basic to intermediate understanding of U.S. export control regulations, information security requirements (FAR/DFAR), and Pre-Award Research Administration practices.

KELLY HOCHSTETLER*, Director, Office of Export Controls, Office of Research Integrity, University of Virginia SCOT ALLEN, Research Compliance Officer, Research Department, Colorado School of Mines JOHANNA EAGAN, Director, Research Administration, Finance and Administration, Colorado School of Mines

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

Agenda

WEDNESDAY | AUGUST 12, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued SYSTEMS/DATA/METRICS

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OVERVIEW

TECHNOLOGY AS TRANSFORMATION Panel discussion of research administration leaders focused on using technology projects to drive significant change.

LEARNING OBJECTIVES • Participants will gain a better understanding of how technology implementations help reduce the administrative burden, as well as learn which policies and procedures to review to optimize operational efficiencies. PREREQUISITES None

MATTHEW STAMAN, Managing Director, Huron, NCURA Gold Plus Member Sponsor JENNIFER CAMP, Assistant Vice President for Research; Executive Director, Sponsored Programs and Contract & Grant Accounting, University of Alabama STEPHANIE L. GRAY, Assistant Vice President, Office of Research, University of Florida

DISCUSSION GROUPS FINANCIAL/POST-AWARD

HOW TO AVOID DROWNING IN COST TRANSFERS

Are you looking for ways to reduce the administrative burden of cost transfers for PIs, departments and central offices, while maintaining/enhancing compliance? Join us for a lively discussion on cost transfers including: defining your cost transfer population, identifying low risk exceptions that do not warrant additional documentation, enhancing control and monitoring activities. Please come prepared to share your own policies and procedures and learn from your colleagues. SUSAN W. ZIPKIN*, Director, Post Award, Sponsored Programs Administration, Sponsored Programs Administration, University of New Hampshire RADY ROGERS, Associate Director for Research Administration and Finance, John A. Paulson School of Engineering and Applied Sciences, Harvard University

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

LOST IN TRANSLATION: BRIDGING THE LANGUAGE BARRIER IN CROSS-COUNTRY RESEARCH AGREEMENTS

Discussion will include examples of language nuances that can have impact on contract language, its interpretation and common understanding. Review of cultural social mores and communication styles that can impact negotiations. Understand and discuss the impact of tone in written and oral communication on building relationship. Participants should be ready to discuss techniques and best practices that they utilize to bridge these gaps. Additionally, participants should be prepared to discuss specific instances of unusual language usage they’ve encountered and how they were able to come to common understanding. THERESA R. CABAN*, Manager, Clinical Trials and Industry Contracts, Lundquist Institute for Biomedical Innovation at Harbor-UCLA Medical Center

YOU THE

POWER

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

WEDNESDAY | AUGUST 12, 2020

5:00 – 5:15 PM (EDT) | BREAK

5:15 – 6:15 PM (EDT) REGIONAL BUSINESS MEETINGS This is an opportunity for NCURA Members to meeting with their Regional Leadership for an update on activities and opportunities.

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

AGENDA Thursday, August 13, 2020

YOU THE

POWER OF

Agenda

THURSDAY | AUGUST 13, 2020

1:00 – 5:00 PM (EDT) | EXPOSITION 2020 1:00 – 5:00 PM (EDT) | POSTER SESSIONS

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

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ADVANCED

COVERAGE ANALYSIS This session will provide you with an appreciation of what coverage analysis is and how it is utilized within the research structure. You will receive the essentials around determining a qualifying trial, and appreciate the CMS rules, statutes, regulations, manuals, transmittals, and guidelines with compliance in mind!

LEARNING OBJECTIVES • Participants will be able to analyze routine costs within guidelines, NCDs, and LCDs. • Participants will understand how to ensure that the consent form language matches the coverage analysis. • Participants will be able to apply effective contract language congruent to a coverage analysis. • Participants will learn how to critique coding, billing and claims processing.

KELLY M. WILLENBERG*, Manager, Kelly Willenberg & Associates TANA R. SMITH, Manager, Budgets and Contracts, Clinical Trials Office, Vanderbilt Ingram Cancer Center

DEPARTMENTAL

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BASIC

COST TRANSFERS AND PTERODACTYLS Do you struggle with cost transfers? Do you like dinosaurs? If so, then this is the session for you! While cost transfers are a necessary tool for research administration, things can get complicated. Some transactions are cost transfers (Stegosaurus), but some are not (Pteranodons). Some transactions are lower risk (brontosaurus) and some are higher risk (velociraptor). In this session, we’ll discuss all types of transfers, how to avoid run-ins with T-Rex (audit-provoking transactions), and best practices to maintain harmony in our dinosaur park.

LEARNING OBJECTIVES • Participants will learn how to identify which transactions are cost transfers and which ones are not. • Participants will l earn potential issues and audit risks stemming from cost transfers. • Participants will l learn best practices for cost transfer processing and documentation. PREREQUISITES None

CARRIE CHESBRO*, Associate Director, Post-Award, Sponsored Projects Services, University of Oregon MEGAN DIETRICH, Client Advocacy and Education Specialist, Office of Sponsored Research, Stanford University KARI VANDERGUST, Sponsored Projects Administrator, Sponsored Projects Services, University of Oregon

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

Agenda

THURSDAY | AUGUST 13, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS continued GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

OVERVIEW

REPEATED IN TOKYO TIME: 1:00 -2:15 PM

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

FEDERAL/SPONSORS/AGENCIES

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OVERVIEW

MICHELLE BULLS*, Director, Office of Policy for Extramural Research Administration, National Institutes of Health KRISTIN TA, Senior Advisor, Office of Policy for Extramural Research Administration (OPERA), National Institutes of Health

REPEATED IN TOKYO TIME: 2:30 - 3:30 PM

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

THURSDAY | AUGUST 13, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS continued PRE-AWARD

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BASIC

THE CLOCK IS TICKING: IMPROVING AWARD SETUP TURNAROUND TIMES Almost every institution has faced the same Principal Investigator complaint: “Why does it take so long to get my award setup?” This session will discuss both the delays that preclude institutions from being able to setup awards expeditiously in the financial system and the best practices for improving the efficiency of the process. For instance, we will look at how roles and responsibilities, reviews and approvals, the use of technology and communications strategies are all factors that can either impede or facilitate the award setup process.

LEARNING OBJECTIVES • Participants will learn techniques to evaluate and improve their award setup process by: – defining or clarifying staff roles and responsibilities. – improving hand-offs. – establishing policies and practices that limit back and-forth between units. – leveraging technology to manage the process. PREREQUISITES None

We will also dedicate part of the session to defining performance metrics and key performance indicators as tools to monitor and measure throughput, progression to achieving and exceeding goal, potential risks and adherence to performance expectations. SONIA SINGH*, Director, Huron, NCURA Gold Plus Member Sponsor DIANE M. BALDWIN, Associate Vice President of Sponsored Programs, Boston University GREG SMITH, Higher Ed Consulting Associate, Huron, NCURA Gold Plus Member Sponsor

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

●

OVERVIEW

PUTTING THE PUZZLE TOGETHER: BUILDING/ GROWING AN OFFICE OF RESEARCH AT A PUI So, you have been tasked with organizing your research efforts and growing the portfolio at your PUI? Great! What an exciting endeavor. Now, where do you start? What pieces are most important? What services do you offer? How do you staff it? How do you grow it? These are some of the questions we asked when we were handed the pieces of what became the sponsored research enterprises at our institutions. This session will be a discussion of how we answered the questions, how we would answer some of them differently now, and how you can apply these lessons to your own institution.

LEARNING OBJECTIVES • Participants will understand an intentional, stepwise model for organizing a research enterprise. • Participants will be able to apply the model to your organization. • Participants will learn to evaluate institutional progress. • Participants will be able to identify next steps. PREREQUISITES Participants will want a broad understanding of their research enterprise and an appetite for learning.

LINNEA MINNEMA*, Director of Grants and Sponsored Programs, Office of Research, Samford University KRIS A. MONAHAN, Director, Sponsored Projects and Research Compliance, Providence College KATIE M. PLUM, Director of Sponsored Projects, College of Graduate Studies & Research, Angelo State University

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

Agenda

THURSDAY | AUGUST 13, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS continued PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

WHEN BODIES OF KNOWLEDGE COLLIDE: RESEARCH ADMINISTRATION MEETS PROJECT MANAGEMENT We may say a lack of planning on your investigator’s part does not constitute an emergency on our part - and yet it seems like we’re constantly putting out fires. In addition to firemen, Research Administrators also wear the hat of a Project Manager. What then can Research Administration learn from Project Management?

LEARNING OBJECTIVES • Participants will be familiar with the Project Management life cycle, process groups, and knowledge areas. • Participants will be able to compare and contrast with the sponsored project life cycle. • Participants will learn new techniques for solving recurring problems in a deadline-driven environment. PREREQUISITES None

BETHANY DECAROLIS*, Assistant Director, Sponsored Programs Administration, University of Nebraska Medical Center BARBARA INDERWIESCHE, Director, Electronic Research Administration, University of California-Irvine

RESEARCH COMPLIANCE/ETHICS

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INTERMEDIATE

BAYH DOLE COMPLIANCE Participants will gain insight into successful implementation of Bayh-Dole updates at a large, de-centralized, research intensive institution.

LEARNING OBJECTIVES • Participants will be able to identify techniques for developing collaborative working groups. • Participants will be able to identify tools to implement new processes on a short timeline. PREREQUISITES Participants will want a working knowledge of the Bayh-Dole Act.

NICK NOVAK*, Assistant Vice Chancellor, Research Services, University of Wisconsin-Madison KRISTIN HARMON, Intellectual Property Disclosure Specialist, Office of the Vice President for Research and Graduate Education, University of Wisconsin-Madison

DISCUSSION GROUPS EXECUTIVE

FOREIGN INFLUENCE CHALLENGES IN A POST-PANDEMIC WORLD

A growing number of Universities in the U.S. have established academic and research programs abroad. These range from full degree granting institutions to research centers that do not offer degrees, some in partnership with foreign based universities or foreign governments, and others as separate entities or affiliated campuses of the U.S. based institution. There are myriad issues around the topic of “Foreign Influence on the Research Enterprise” for US based universities and their faculty and staff teaching and conducting research on campuses sited in foreign countries. This discussion session will provide an opportunity for research administrators from U.S. institutions with foreign components to consider some of the issues that have confronted them in recent years and how they are dealing with those issues. NANCY S. DANEAU*, Assistant Vice Provost for Research, Office of Sponsored Programs, New York University ELIZABETH H. ADAMS, Director, Office of Research and Project Administration, Princeton University

YOU THE

POWER

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

THURSDAY | AUGUST 13, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS DISCUSSION GROUPS continued FINANCIAL/POST-AWARD

THE IMPORTANCE OF CREATING ADVANCE ACCOUNTS

This discussion will highlight how setting up advance accounts is in a PI’s and department’s benefit, from a Pre- and Post-Award point of view. How it impacts effort certification, cost transfers, issuing subawards to other institutions, Pre-Award spending, appointing people, charging expenses, compliance with rules and regulations will be discussed. Where is guidance available for somebody new to this profession? How can a Pre-Award department help and not make this a big administrative burden for departments and PIs? We will review best practices based on personal experience of 20 years in the field and what we have learned from others. We will present details about how it is to obtain a grant/contract outside the U.S. International collaboration - to do it or not to do it? For institutions located outside the U.S., we will discuss the benefits of having the opportunity to apply for new grants/contracts. Come prepared to ask questions throughout the presentation and at the end. DANIELA D. PRELIPCEANU*, Accounting Manager, Grant and Contract Accounting, Rutgers, The State University of New Jersey JANICE GRACE, Director, Office of Sponsored Projects Administration, Mayo Clinic

PRE-AWARD

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

The process for submitting research proposals to non-profit foundations is usually similar to that for most funding agencies; however, there are some opportunities that require effective working relationships between a research administrator and the institution’s advancement team. Specific relationships between the sponsor and the advancement team or sponsor requirements governing the contact and submission process will often dictate that the sponsored projects office play a secondary role. However, many advancement staff are not familiar with sponsor-specific web portals and encounter challenges with registration and submission. Some advancement offices are also not equipped to handle many aspects of sponsored projects management, including creation of award profiles, milestone-based invoicing, annual/regular reports and Post-Award modifications This session will provide an overview of potential gaps in the process, strategies for handling these issues, as well as a communications and planning process to prevent these gaps from causing institutional problems with approvals, award management, and sponsor relations. BENJAMIN B. MULL*, Director, Pre-Award and Major Proposals, Office of Contracts and Grants, University of Houston MARIANNE DWYER, Senior Director, Corporate and Foundation Relations, University of Houston ELIZABETH KENNEDY, Director, Foundation Relations, University of Houston

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

Agenda

THURSDAY | AUGUST 13, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS DISCUSSION GROUPS continued RESEARCH DEVELOPMENT

GO/NO GO DECISION MAKING FOR PROPOSAL SUBMISSIONS

You run a small research administration office and a faculty excitedly drops by with a ‘great idea’ they want to submit for funding to a National Sponsor. Is it a ‘we need’ idea or ‘we can deliver’ idea? Does the proposed project align with strategic objectives of the institution? Should this really be developed and submitted? This session will focus on guiding the proposer to decide for themselves, is it a Go or No/Go? DEE C. SALMON*, Customer Success Manager, Cayuse, NCURA Gold Plus Member Sponsor

SYSTEMS/DATA/METRICS

HOW YOU CAN BUILD AN ENVIRONMENT FOR SUCCESSFUL DATA REPORTING The goal of this discussion session is to share experience and best practices that would help you build an environment for successful data reporting. Striving to provide the best data reports possible we all face a variety of challenges related to data collection, management, and analysis. Creating a better data reporting environment requires resolving those challenges by addressing information system limitations, improving processes on the department and institutional level, and engaging and training employees. NATASA RASKOVIC*, Research Administration Data Analyst, Grants and Contracts Administration, University of Alaska Fairbanks JESSICA GREINER, Financial Research Coordinator, National Foreign Language Center, University of Maryland

2:15 – 2:30 PM (EDT) | BREAK

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS NCURA YEAR LONG SPONSOR SESSION PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

MANAGING RESEARCH ADMINISTRATION EMPLOYEES WORKING OFF SITE

The session “Managing Research Administration Employees Working Off Site” is designed to aid managers of research administration employees in efficiently managing their employees off- site. Topics to be covered will be; employees functioning in both the “on and off” site work locations, the use of electronic systems in off-site research administration and how an organization can compensate when some systems are paper based, managing different types of employees off-site, motivating employees that are off site, difficulties in measuring results and issues related returning to the work site. In addition, personal experiences will be presented. .

NCURA SILVER CONTRIBUTING SPONSOR

SUZANNE LOCKE*, Director of Research Finance, Albert Einstein College of Medicine KAREN RENAUD, Director of Research Finance, Boston Children’s Hospital ROBERT COHEN, Senior Principal, Attain, NCURA Silver Contributing Sponsor SHACEY TEMPERLY, Manager, Attain, NCURA Silver Contributing Sponsor KRIS MONAHAN, Director of Sponsored Projects and Research Compliance, Providence College

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

THURSDAY | AUGUST 13, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS DEPARTMENTAL

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ADVANCED

WORKING WITH FACULTY In this session, we will explore actual difficult interactions with faculty and principal investigators. This session is intended to be humorous and practical. The presenters will bring up difficult and challenging scenarios that occur in the department while working with researchers. We will then use role play and demonstrations to present opportunities to handle those challenges. Learners will find this to be interesting, thought-provoking and realistic.

LEARNING OBJECTIVES • Participants will gain skills and knowledge in directly working with faculty through challenges. It is designed for the research administrator who works directly with faculty in research administration. PREREQUISITES Participants would benefit from having experience in working directly with faculty on a regular basis or a deep desire to know how to do so.

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

DEPARTMENTAL

●

ADVANCED

RESEARCH ADMINISTRATION SHARED SERVICES: MODELS FOR TRANSFORMATIONAL CHANGE AND ENHANCED SERVICE DELIVERY AT THE UNIT LEVEL This session will be a panel discussion consisting of several research administration leaders providing an overview of their process of implementing a research administration shared service model at their respective institutions. During this panel, we will take a deep dive into each institution’s business case for transforming their approach to research faculty support, including the process used to assess the current state and design the organization’s “blueprint” for transformational change. We will also discuss key differentiating design characteristics to consider when implementing a new service delivery model, such as resource allocation and change management, while addressing common challenges and barriers to implementation.

LEARNING OBJECTIVES • Participants will understand the drivers leading institutions to consider new and alternative models for local support. • Participants will be able to recognize how to strategically address variations and gaps in local support. • Participants will explore various types of service delivery models at various institutions. PREREQUISITES • Participants will want to be aware of the external and internal pressures that may impact their organization’s ability to deliver efficient and compliant research administration support. • Participants will benefit from having a strong foundational knowledge of standard central and departments.

KEVIN L. COOK*, Higher Ed Consulting Director, Huron, NCURA Gold Plus Member Sponsor LIANNE SEYFERTH, Higher Ed Consulting Associate, Huron, NCURA Gold Plus Member Sponsor BRIAN N. SQUILLA, Senior Vice President for Administration and Chief of Staff, Thomas Jefferson University TAMARA V. HILL, Associate Vice President, Shared Services, Morehouse School of Medicine

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

Agenda

THURSDAY | AUGUST 13, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued FEDERAL/SPONSORS/AGENCIES

●

OVERVIEW

FEDERAL DEMONSTRATION PARTNERSHIP (FDP) AND COUNCIL ON GOVERNMENT RELATIONS (COGR) UPDATES This session will cover the latest happenings in Washington, DC that impact research institutions, including the current activities of the Council on Governmental Relations and the Federal Demonstration Partnership. Topics will include legislation, budgets, regulations, reviews, policies, guidance and other activities of interest to the research administration community.

LEARNING OBJECTIVES • Participants will be familiar with the status of current or pending legislation, regulations, policies and other federal activities of direct concern to Research Administrators. • Participants will be able to identify authoritative sources of information on current happenings in Washington, DC that impact research administrators. PREREQUISITES Participants who work with Federal Agencies and are impacted by pending Federal Regulations will want to attend. A general understanding of these regulations is helpful.

RICHARD P. SELIGMAN*, Associate Vice President for Research Administration, Office of Research Administration, California Institute of Technology, NCURA Distinguished Educator WENDY D. STREITZ, President, Council on Governmental Relations (COGR)

FINANCIAL/POST-AWARD

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BASIC

THE LIFECYCLE OF AN AWARD This session will cover Post-Award activities that originate at the Pre-Award process. Beginning with the proposal development, onto Post-Award procedures and ending with the closeout compliance. This session will focus on Uniform Guidance: Subpart C – Pre-Award Requirements, Subpart D – Post-Award Requirements, Subpart E – Cost Principles.

LEARNING OBJECTIVES • Participants will learn how to adhere to sponsor’s terms and conditions while following their organization’s policies. • Participants will walk through the administrative responsibilities of managing an award. • Participants will review the process of closing out an award. PREREQUISITES None

It will provide an overview of the significant policies and procedures surrounding the life cycle of an award and cover how we interact with our global partners. DANIELA D. PRELIPCEANU*, Accounting Manager, Grant and Contract Accounting, Rutgers, The State University of New Jersey DANIELLE BROWN, Director, Sponsored Programs Administration, Office of Research & Development, University of Maryland, Baltimore

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

THURSDAY | AUGUST 13, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

OVERVIEW

THE LATEST TRENDS IN RESEARCH DEVELOPMENT: AN INTERNATIONAL PERSPECTIVE There is no question that research development professionals have great jobs. Strategies on focusing on advance, futuristic areas of research, planning on internal and external funding positioning, communicating with funding agencies, providing metrics, intelligent proposal development are just a few areas of research development that are becoming increasingly important. As the winning ratios are declining and competition intensifying, research development is becoming of paramount importance.

LEARNING OBJECTIVES • Participants will learn about global best practices in research development and how the profession/practice is evolving. We will also explore how technology, metrics, systems and tools can help measure and accelerate research development impact. PREREQUISITES Participants will want a basic knowledge of research development activities that happen at research intensive universities.

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

PRE-AWARD

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BASIC

NIH R01 FOR BEGINNERS This session will provide an overview for beginners related to NIH R01 submissions touching on key points and gaining familiarity with SF424 Instructions.

LEARNING OBJECTIVES • Participants will discuss the NIH Grant Cycle: Cradle to Grave. • Participants will learn frequently used terminology. • Participants will discuss program announcement highlights. • Participants will review NIH roles and effort rules. • Participants will discuss budgeting basics. • Participants will review the notice of award and responsibilities. PREREQUISITES None

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

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH ● OVERVIEW

CHAIR YOGA: WELLNESS FOR BODY, MIND AND SPIRIT Join NCURA’s Tara Bishop, Chopra Certified Yoga and Meditation Teacher, to experience the benefits of yoga, meditation and breathing while you come back to your natural state of balance. Namaste.

LEARNING OBJECTIVES • Participants will experience the union of body, mind and spirit through chair yoga, meditation and breathing. PREREQUISITES None

TARA BISHOP*, Deputy Chief Executive, National Council of University Research Administrators and Chopra Center Certified Vedic Educator

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

Agenda

THURSDAY | AUGUST 13, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

●

OVERVIEW

BEYOND DIVERSITY: ESTABLISHING INCLUSIVE AND EQUITABLE RESEARCH SUPPORT, ADMINISTRATION AND MANAGEMENT FOR A GLOBAL FUTURE Higher Education Institutions (HEIs) across the globe are increasingly recognizing the importance, duty and responsibility for creating more inclusive research working environments and practices for the 21st century and beyond. Equality and diversity is something that many institutions, teams and individuals are working with, however, achieving a truly inclusive and equitable research support environment is rarely given the time, effort and resources needed to achieve long lasting results and impact. As Research Managers and Administrators, as well as working with diverse teams, we are increasingly working in international environments and contexts, with projects that have a global reach and impact, whilst attempting to constantly evolve in response to changing needs and expectations of the various stakeholders we come across and work with.

LEARNING OBJECTIVES • Participants will discuss how equality, diversity and inclusion is essential to providing quality and impactful Research Management and Administration. • Participants will leave with a good understanding of the importance of equality, diversity and inclusion in the context of research support. • Participants will understand how to implement simple actions for fostering, supporting and improving equitable and meaningful Research Management and Administration through discussion and shared best practice. • Participants will have the ability to understand individual and team roles in supporting progress towards more equitable and diverse working environments. • Participants will be more confident to engage in open and transparent dialogue around equality, diversity and inclusion. PREREQUISITES None

During this discussion, there will be an opportunity to consider some of the current and future challenges Research Managers and Administrators are facing in providing truly inclusive research support and management. It will explore why actively seeking to address equality, diversity and inclusion should be critical and fundamental goals and aspirations for becoming excellent and effective Research Managers and Administrators. It will provide an opportunity to discuss whether change should be “evolutionary” or “revolutionary,” and what change might look like, for building resilient, sustainable and agile work environments for the future. Delegates will be encouraged to think about practical actions and activities they can share, promote and adopt, in order to drive changes in behaviors, values and practice. ANNETTE HAY*, Senior Research Delivery Support Partner, Trusts and Foundations, Coventry University

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

THURSDAY | AUGUST 13, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued RESEARCH COMPLIANCE/ETHICS

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ADVANCED

RESEARCH MISCONDUCT AND ENFORCEMENT TRENDS IN THE ERA OF COVID-19 Through case studies and discussion of recent enforcement actions, this session will discuss hot topics in research misconduct investigations by HHS, DOJ, and other agencies. What are the items of highest risk? How can research administrators play a role in reducing their institution’s risk of an HHS or DOJ investigation? What are the issues that are likely to keep you up at night?

LEARNING OBJECTIVES • Participants will gain an understanding of the role that ORI, HHS-OIG, and DOJ play in research misconduct allegations. • Participants will learn ways to best manage and address concerns of whistleblowers within their institution. • Participants will learn strategies to reduce False Claims Act and CMP risks. PREREQUISITES Participants will want a basic understanding of research misconduct terminology and processes.

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, Potomac Law Group, PLLC KRISTEN SCHWENDINGER, Senior Counsel, Feldesman Tucker Leifer Fidell LLP

DISCUSSION GROUPS CLINICAL/MEDICAL

CHALLENGES AND PITFALLS OF INVESTIGATOR INITIATED CLINICAL TRIALS You will never forget the day when you received a phone call from one of your investigators stating, “I would like to initiate a clinical study. What do I need to do?” Well, your summer reading just became 21 CFR, Part 312. So many questions race through your head. What do you mean I am now the Sponsor? What forms are required? Who completes the forms? Why won’t the pharma company indemnify us? What are the risks? Whether you are a veteran research administrator of investigator initiated studies or just received “the call.” Come join us as we discuss the challenges, pitfalls and share our success stories.

SCOTT B. DAVIS*, Associate Director, Research Administration Office, University of Oklahoma Health Sciences Center MAUREEN MIECZKOWSKI, Director, Clinical Research Management, Prisma Health ELIZABETH MATHIS, Financial Analyst, HCI Population Science Study Support, University of Utah

EXECUTIVE

RESETTING THE DIAL: CHANGING CULTURE AFTER LEADERSHIP CHANGES Have you been tasked with resetting expectations and shifting organizational culture after a change in leadership or structure? The inevitable changes in organizational culture can be exhilarating, tedious, and challenging, all at the same time. Achieving it effectively is its own art. This discussion will review how to prioritize organizational changes and wins, development of organizational expectations, communication, evaluation of progress, and how to navigate potential roadblocks. Participants will be encouraged to share questions and challenges that they are facing as they explore options for creating productive and successful culture shifts.

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

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

Agenda

THURSDAY | AUGUST 13, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS DISCUSSION GROUPS continued PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

YIKES! OUR NEW AWARD EARNS PROGRAM INCOME?!

This discussion will engage participants in conversations with their peers about their experiences, trials and tribulations of implementing program income accounting practices or strengthening an existing program income practice to ensure compliance with both Uniform Guidance and federal sponsor program income guidelines. Participants will be asked to share their institution’s best practice approaches to management of program income and any perils and pitfalls to implementing awards that generate program income. DARREN HOWARD*, Manager, Grants Accounting and Compliance, Moraine Valley Community College JUSTIN W. POLL, Senior Accountant, National Science Foundation (NSF)/Grantee Cash Management Section (GCMS), National Science Foundation

RESEARCH DEVELOPMENT

RESEARCH DEVELOPMENT VS. PROPOSAL DEVELOPMENT

When does an institution need to stake out a “bigger-picture” research development strategy versus a supporting day-to-day proposal development? Do we prioritize our limited resources for individualized PI logistical support, or do we spend time on programming, funding strategy, and relationship-building to support longer-term growth? Or do we find a way to balance both big-picture and everyday research support? Such questions require institutions to consider their research goals in relation to institutional strategic goals, and their own needs in terms of sponsored project support. The activities we do each day to support research may depend on whether the institution chooses to focus on “research development” or quality “proposal development.” This session will focus on definitions of “research development” versus “proposal development,” and will discuss how each concept might represent a model of research support. We will discuss ways our institutions can leverage each concept to reach their particular research administration needs. We hope to share ideas for how different institutions can balance the need for research development activity with quality proposal development support. PATIENCE GRAYBILL*, Manager, Research Development and Administration, McKelvey School of Engineering, Washington University in St. Louis MICHELLE SCHOENECKER, Senior Proposal Development Manager, Office of Research & Sponsored Programs, University of Wisconsin-Milwaukee

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

THURSDAY | AUGUST 13, 2020

3:30 – 4:00 PM (EDT) | BREAK

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

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INTERMEDIATE

IMPROVING EFFICIENCY IN REGULATORY OPERATIONS AND COMPLIANCE THROUGH STRATEGIC INITIATIVES Market globalization, protocol sophistication and technological advancement are altering the clinical trial landscape and increasing the complexity of regulatory administration. Optimizing regulatory operations is, therefore, paramount to overcoming the growing challenges facing the academic research community. Specifically, understanding how to streamline processes adequately and strategically, particularly with respect to the process controls associated with regulatory governance and submissions, enables institutions to significantly reduce time to activation and protocol noncompliance, thereby increasing the efficiency of the overall service line. This session describes the regulatory strategies that drive change and promote efficiency using a centralized operating model that strengthens compliance, internal realignment, and scalability. To overcome unique challenges, each institution must leverage best practices to redefine, implement, and assess process workflows.

LEARNING OBJECTIVES • Participants will learn to optimize regulatory operations and increase efficiencies by: – creating organizational structure; – defining staff roles and responsibilities; – developing regulatory process workflows; and – considering regulatory outsourcing and best practices. PREREQUISITES Participants will want experience in clinical research compliance, regulatory and/or operations in academic, community, and industry settings. Prepare to learn and discuss best practices for regulatory operations across various clinical research institutions.

MAJA REDZIC*, Higher Ed Consulting Associate, Huron, NCURA Gold Plus Member Sponsor TINA BOWDISH, Director, Clinical Trials Office Finance and Regulatory Affairs, Wilmot Cancer Institute, University of Rochester Medical Center ANDREW NILSON, Higher Ed Consulting Associate, Huron, NCURA Gold Plus Member Sponsor

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

Agenda

THURSDAY | AUGUST 13, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued FEDERAL/SPONSORS/AGENCIES

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INTERMEDIATE

FEDERAL CONTRACTS – ADAPTING TO CHANGING CIRCUMSTANCES Most federal contracting sessions cover what happens during contract negotiation. In this session we will look at the clauses that come into play when the unexpected occurs after a federal contract is in place. This session will discuss the rights and obligations of the contractor when an unforeseen event prevents the contractor from meeting its performance obligations, or when the government implements a unilateral change in performance requirements. We will also look at the potential impact to the contractor of the government issuing a stop work order or termination notice. Please join us for this timely and informative session.

LEARNING OBJECTIVES • Participants will be able to describe the contractor’s rights and obligations when the government terminates or otherwise stops the contract. • Participants will be able to determine whether circumstances allow for the contractor to invoke the Excusable Delays clause. • Participants will be able to explain to the PI how to proceed when the government issues a unilateral change to the contract requirements. PREREQUISITES Participants will want to have experience negotiating or managing sponsored awards; familiarity with the Federal Acquisition Regulation (FAR) will also be helpful.

DAVID MAYO*, Director of Sponsored Research, California Institute of Technology, NCURA Distinguished Educator JOHN W. HANOLD, Director, Sponsored Programs, Vice President for Research, Office of Sponsored Programs, The Pennsylvania State University

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

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OVERVIEW

HORIZON 2020 AUDITS IN A U.S. POST-AWARD ENVIRONMENT EU projects (H2020) and U.S. Single Audits, while basically undergoing the same principles, are very different in terms of when audits are undergone, and the testing procedures in place. This session will address these differences, and participants will be encouraged to share best practice and any experiences of Horizon 2020 audits to date, to help any participants who need to prepare for one.

LEARNING OBJECTIVES • Participants will know when each type of audit (EU and U.S.) is required, for both U.S. and Non-U.S. organizations. • Participants will understand what is required by the auditors prior to the audit. • Participants will learn how to prepare for the audit fieldwork. • Participants will share their experiences to date. PREREQUISITES None

JONATHAN GRAY*, Senior Manager, Grant Auditing Team, LEES Chartered Certified Accountants ELLEN THOMPSON, Senior Manager, Grant Auditing Team, LEES Chartered Certified Accountants FRANCIS WILSON, Deputy Head, Post-Award, King’s College of London

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

THURSDAY | AUGUST 13, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued PRE-AWARD

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INTERMEDIATE

BUILDING BUDGET JUSTIFICATIONS THAT PROPEL PROPOSALS TO AWARD AND MAKE MANAGEMENT A SNAP! A budget justification is the financial narrative of a project’s scope of work. When well-constructed and substantiated, it can bolster a proposal through the review process by adding credibility, reinforcing project goals and priorities, and demonstrating prudent proactive cost management. Moreover, a good budget justification - one that is both specific and comprehensive as well as flexible - sets award management up for success. Conversely, vague and/or generic budget justifications help neither proposals nor awards (should they actually be funded), and can potentially cause significant consternation during award management. This session will explore how to craft successful budget justifications including, but not limited to: tailoring for different sponsors, how to be strategically specific whilst retaining flexibility, how to demonstrate and emphasize prudent proactive cost management, calling out and justifying edge costs, how to guide investigators to provide the information needed for budget justifications, and common pitfalls/what NOT to include.

LEARNING OBJECTIVES • Participants will be able to tailor budget justifications to specific sponsors and projects to increase the likelihood of award. • Participants will be able to identify which project costs should always be specifically discussed in budget justifications and how to do so. • Participants will learn to avoid common budget justification pitfalls including information and/or language to avoid. PREREQUISITES Participants will want basic/intermediate Pre-Award experience and familiarity with NSF, NIH, and/or other federal as well as common non-federal agencies is recommended.

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

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

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OVERVIEW

CAN YOU BE AN EFFECTIVE PUI AND R2 INSTITUTION? The Carnegie Classification has done away with the R3 designation, moving many former R3s into the R2 category, including KSU. Our president has challenged KSU to become the best R2 institution, while we continue to educate ten times as many undergraduates as graduates and struggle to find the resources – financial and personpower – to support research and teaching, and also struggle to change the campus culture. KSU have made a number of changes to support the research infrastructure, but will it be enough? Can institutions remain PUIs and also be classified as R2s?

LEARNING OBJECTIVES • Participants will be able to identify barriers to being an effective PUI and R2 in general, and at your institution. • Participants will be able to identify steps you can consider taking to transition into an effective PUI and R2. PREREQUISITES Participants will benefit from having several years experience in research administration, with at least some of that at a PUI so they understand the discussion about staffing classes and changing campus culture. Also, this session will be more relevant for mid-level and above who can provide input into the research support structure at their institution.

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

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

Agenda

THURSDAY | AUGUST 13, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued RESEARCH COMPLIANCE/ETHICS

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ADVANCED

CYBERSECURITY ISSUES IN RESEARCH Research dollars and data now come with more terms and conditions than ever before. Many of these newer requirements are related to protecting and sharing data. Unfortunately, some of the grants, contracts, and cooperative agreements are loaded up with so many disparate security and privacy terms that it is difficult to figure out what really matters. In this interactive session, you will learn the specialized IT and cybersecurity risks and requirements associated with research activities, and how to review the requirements and the supporting processes. Participants will be provided with a template of typical practices for your institution to consider for addressing cybersecurity.

LEARNING OBJECTIVES • Participants will learn the specialized IT and cybersecurity risks associated with research activities. • Participants will discuss the various IT and cybersecurity requirements typically associated with research activities (e.g., export controls, FAR/DFARS, NIST).

MIKE CULLEN*, Director, Baker Tilly, NCURA Silver Plus Contributing Sponsor

RESEARCH COMPLIANCE/ETHICS

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BASIC

THE NIH PUBLIC ACCESS POLICY: A ROADMAP TO SUCCESS IN POLICY COMPLIANCE To advance science and improve human health, scientists make the published results of their NIH-funded research available on PubMed Central. This session provides an overview of how grant-funded publications are managed to ensure an accurate and up-to-date list of publications (bibliography) that meets the National Institutes of Health (NIH) requirements for grant applications, progress reports, and public access. It also provides an overview of setting up My National Center for Biotechnology Information (NCBI), My Bibliography, adding new publications, linking My NCBI account to an Electronic Research Administration (eRA) Commons account and grants.

LEARNING OBJECTIVES • Participants will understand what is MyNCBI. Accessing, registering, creating, linking and managing publications. • Participants will understand the four methods and what submission method to use. PREREQUISITES None

ERIN E. BAILEY*, Chief Financial Officer, Clinical and Translational Research Institute, University at Buffalo TIMOTHY SCHAILEY, Director, Research Administration & Interim, Export Control Officer, Office of Research Administration, Thomas Jefferson University

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

THURSDAY | AUGUST 13, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued RESEARCH DEVELOPMENT

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ADVANCED

PAUL E. TUTTLE*, Director of Proposal Development, Office of Research Services, North Carolina Agricultural and Technical State University PATRICK LENNON, Assistant Administrator, Environmental & Occupational Health Sciences, University of Washington

REPEATED IN TOKYO TIME: 4:00 - 5:00 PM

DISCUSSION GROUPS DEPARTMENTAL

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

Open discussion regarding Non-U.S. Affiliations how the issue was brought to our attention. What was needed to understand the issues, scope, and reconciliation. How to manage from the departments perspective, education of faculty and leadership everyone’s responsibility as this is not just an administrative role. What to look for! What and how to disclose! Education on the difference between COI and Conflict of Commitment COC. Educating everyone in the department these are not new policies they are being enforced. 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 RACHEL COOK, Senior Grant Analyst, Health Sciences Sponsored Project Pre-Award Office & Research Service Core, Office of the Vice Chancellor for Health Services, University of California-San Diego STELLA SUNG, Associate Director, Office of Contract and Grant Administration (OCGA), University of California-San Diego

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

Agenda

THURSDAY | AUGUST 13, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS DISCUSSION GROUPS continued FEDERAL/SPONSORS/AGENCIES

THE ROLE OF THE NATIONAL LABORATORIES (DEPARTMENT OF ENERGY)

The Department of Energy’s seventeen National Laboratories represent a significant source of the nation’s science and engineering expertise. In this discussion we will discuss the roles of the National Labs in basic discovery, applied research and translation to economic competitiveness through technology commercialization. The interactions between Laboratories and universities will also be outlined, including the many partnerships focused on student education, on shared research and addressing common challenges. ROBERT (LEE) CHEATHAM*, Director of Technology and Outreach, Pacific Northwest National Laboratory

FINANCIAL/POST-AWARD

SERVICE CENTERS: FREQUENTLY ASKED QUESTIONS

In this discussion group we will answer your frequently asked questions about service centers. Can I include depreciation in my center rates? How often must I review my rates? What am I allowed to use my surplus on? Can I include just the maintenance contract in the rate and pay for the salaries from departmental funds? CAROLINE M. BEEMAN*, Director, MAXIMUS Higher Education, Inc. JAMES S. CHILDERS, Consultant, MAXIMUS Higher Education, Inc.

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

WHAT IS YOUR TEAM DNA: COLLABORATION OR CONFLICT

Conflict in the workplace seems to override any managerial effort to create a collaborative environment. Why is that? This discussion will focus on the reasons that happens as well as identify the key skills that need to be developed as managers and as team members to support the development of a collaborative work environment. DORIS SCHULTZ*, Director of Research Administration, Office of Sponsored Programs, New York University CHRIS J. RILEY, Senior Grants Specialist, Tandon School of Engineering, New York University

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

LAUNCHING & REDIRECTING YOUR CAREER IN RESEARCH ADMINISTRATION From 2 weeks on the job to mid-career and looking for growth, understanding the multitude of career pathways in research administration can help you map your next steps. This interactive discussion group , led by a panel with diverse professional backgrounds, will offer insights into the scope of opportunities in this exciting and fulfilling career field.

REBEKAH L. CRAIG*, Senior Business Analyst, Bioinformatics, University of Texas Southwestern Medical Center JEROD KERSEY, Sponsored Programs Administrator, University of Oklahoma Health Sciences Center ASHLEY STAHLE, Assistant Director of Sponsored Programs, Director of Post-Award, Office of Sponsored Programs, Colorado State University

5:00 – 6:15 PM (EDT) | ENTERTAINMENT AND ANNUAL BUSINESS MEETING OF THE NCURA MEMBERSHIP JOIN REGION I’S FRANC LEMIRE AND POOR MAN’S GIBSON MUSICAL SET FOR YOUR ENJOYMENT FROM 5:00 – 5:15 PM EDT, AND THEN THE NCURA NATIONAL BUSINESS MEETING FROM 5:15 – 6:15 PM EDT. Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

AGENDA Friday, August 14, 2020

YOU THE

POWER OF

Agenda

FRIDAY | AUGUST 14, 2020

1:00 – 5:00 PM (EDT) | EXPOSITION 2020

1:00 – 5:00 PM (EDT) | POSTER SESSIONS

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

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INTERMEDIATE

LEARNING HOW TO BEND THE RULES: REVISITING INSTITUTIONAL POLICIES AND PRACTICES TO SOLVE UNIQUE CHALLENGES: OUR JOURNEY WITH CTSA Representatives from UVA’s Central Office of Sponsored Programs Pre-Award and Post-Award, alongside department administration and representation from Virginia Tech, will present their experience in developing an innovative approach to managing NIH CTSA. The goal of this session is to communicate strategies to inspire research administration professionals to identify opportunities for innovation at their institutions, and provide methods to build collaborations across a university.

LEARNING OBJECTIVES • Participants will be briefly introduced to CSTA grant fund mechanism and it’s unique requirements to administrators who are not familiar. • Participants will hear suggestions on how to build successful pan-institutional collaboration. • Participants will learn effective ways to garner support from top level when proposing change. • Participants will learn to continually monitor and adjust process changes. • Participants will be able to make observations and adjustments after Year 1. • Participants will be able to successfully collaborate within departments and with other institutions.

TAMMY SUTTON*, Senior Post-Award Accountant, Office of Sponsored Programs, University of Virginia MATT WINTER, Subawards Manager. Office of Sponsored Programs, University of Virginia KAYLA CALVO, Business Administrator, iTHRIV, University of Virginia

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

FRIDAY | AUGUST 14, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS continued CLINICAL/MEDICAL

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ADVANCED

PERSPECTIVES FROM THE HEALTH SYSTEM PARTNER: HOW TO BUILD STRONG, INTEGRATED RESEARCH SERVICES WITH ACADEMIC PARTNERS While historically clinical research has been viewed as occurring in an academic setting at large university medical centers. The reality is that in addition to the clinical research conducted at large university-owned medical centers or clinics, academic partners are collaborating with health systems and community-based hospitals on a broad range of clinical research. This session will explore key aspects of how health systems and academic partners can build integrated processes and procedures that support a strong and robust clinical research partnership. We will discuss how to address challenges between organizational cultures or missions, establish workflows that reduce redundancy or inefficiencies between the partners, improve transparency and trust between partners, and to improve services to research teams and research participants.

LEARNING OBJECTIVES • Participants will be able to identify best practices in how to utilize research affiliation agreements, standardized contract templates, and research rates/budget tools to minimize “negotiations” for every study. • Participants will learn how “reliance” models can be used for regulatory requirements, including IRB, COI, IBC, or other safety committee reviews; clinical research billing compliance requirements; and for training and credentialing requirements. • Participants will understand how health systems are approaching integrating IT Systems to provide more improve clinical research start-up processes and clinical research management processes so that the clinical research team can use shared systems that connect with the research offices at the academic partner and at health system.

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

DEPARTMENTAL

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INTERMEDIATE

FINANCIAL COMPLIANCE ISSUES: WHAT’S A DEPARTMENTAL RESEARCH ADMINISTRATOR TO DO? Unexpected issues often arise during the term of an award, and DRAs are the front-line firefighters. This session will discuss some common issues that arise, ways to navigate and train staff to manage them, and where the biggest risks may be (and what to do!). Participants will be able to identify shared concerns and help to foster a consistent approach when handling unforeseen circumstances. Instructors will discuss issues such as allocability, justifying/documenting the unusual items of cost, and planning for long-term sustainability and management of a successful research program.

LEARNING OBJECTIVES • Participants will gain insight into the department administrator’s role in financial management and maintaining compliance with internal and external rules, regulations, and policies PREREQUISITES Participants will want familiarity with award management.

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

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

Agenda

FRIDAY | AUGUST 14, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS continued FEDERAL/SPONSORS/AGENCIES

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OVERVIEW

THE BENEFITS OF BLOCKCHAIN TO TOKENIZE GRANTS PAYMENTS In August 2019, the Bureau of the Fiscal Service’s Office of Financial Innovation and Transformation (FIT) partnered with the National Science Foundation (NSF) to launch a proof of concept to learn how blockchain could improve grant payment processes and increase transparency related to multi-tiered grant payments. The proof of concept worked and Treasury and NSF found it can be adapted and repurposed for other government payment and/or money transfer use cases. But there is much more to learn. Join this session to learn about a blockchain use case and the next phase planned for Universities and other Federal Agencies this summer.

LEARNING OBJECTIVES • Participants will discuss what a blockchain is and how it works. • Participants will learn about the business value of blockchain to Federal Grants Management. • Participants will discuss the Treasury and NSF’s next steps and how they can join the exploration of blockchain. PREREQUISITES None

MICHAEL WETKLOW*, Deputy Chief Financial Officer and Division Director for Financial Management, NSF Division of Financial Management, National Science Foundation CRAIG FISCHER, Innovation Program Manager, U.S. Department of the Treasury

FINANCIAL/POST-AWARD

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INTERMEDIATE

COST SHARING: TURNING AN OBLIGATION INTO AN OPPORTUNITY Cost sharing can be an enigma to many new research administrators, and it can be a headache to many seasoned research administrators. What is it, is it really that daunting, and how can we turn this obligation into an opportunity? This presentation will help attendees define cost sharing, identify the types of cost sharing, explain ways we can meet cost sharing requirements, and touch on best practices and experiences from the presenter’s time in research administration.

LEARNING OBJECTIVES • This session will help participants define cost sharing, identify the different types of cost sharing, explain ways we can meet cost sharing requirements, and touch on best practices and experiences PREREQUISITES It’s recommended, though not required, to have some experience in research administration. Participants will benefit from a basic understanding of research administration as this builds upon your knowledge base to tackle a complex subject. Participants who want a detailed review and problem solving solutions for cost sharing will also find this helpful.

JEFF DERR*, Senior Research Portfolio Manager, John A. Paulson School of Engineering and Applied Sciences, Harvard University

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

FRIDAY | AUGUST 14, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS continued FINANCIAL/POST-AWARD

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INTERMEDIATE

THE CLOSER: A COLLABORATIVE EFFORT TO STREAMLINE AND COORDINATE THE CLOSEOUT OF AN EXTRAMURAL AWARD A successful award closeout requires a high degree of coordination and communication, especially to bring all the financial aspects to that ever-elusive goal: a $0 balance! Further, because getting to a $0 balance is such a challenge and falling behind on closeouts can lead to a backlog of expired awards, defining clear roles and responsibilities, standardized communications, and defining internal policies is critical to mitigating both a financial and compliance risk to the institution. This session will present case studies to examine methods to identify the challenges and needs to achieve an effective and compliant closeout process. We will review best practices and outline the needed collaboration to achieve a streamlined closeout.

LEARNING OBJECTIVES • This session will focus on: – Methods used to identify, examine, create, and implement procedures for closeout processes. – Business process and workflows outlining the collaboration and responsibilities between departments, central post-award, the principal investigator, and billing teams. – Means of tracking and communicating information and implementing the coordinated effort. – The importance of involving leadership in implementing and enforcing guidelines and policies. – Strategies and tools used for proactive management of awards to enable a synchronized closeout. • Participants will learn to coalesce the technical, financial and administrative processes into an effective award closeout function. • Participants will be able to use technological solutions and tools to better manage the process, monitor status and report on financial standing. PREREQUISITES Participants will want at least 2-4 years of PostAward grants management experience with a sound understanding of fund accounting, award closeout, financial reconciliation and financial statement requirements for a research institution.

MARISA ZUSKAR*, Senior Director, Research Enterprise Solutions, Huron, NCURA Gold Plus Member Sponsor TJ ENNO, Higher Ed Consulting Manager, Huron, NCURA Gold Plus Member Sponsor NANCY R. LEWIS, Executive Director, Sponsored Projects, University of California-Irvine JASON PARK, Pre-Awards Manager, Research Development, School of Biological Sciences, University of California-Irvine MEGAN VU, Principal Pre-Awards Analyst, Research Development, University of California-Irvine

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

Agenda

FRIDAY | AUGUST 14, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS continued GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

●

OVERVIEW

Part One: Our Identity: Research Administration as a profession (RAAAP)

Part Two: Building Up a Network of Contacts Outside Your Country

REPEATED IN TOKYO TIME: 1:00 - 2:15 PM

presented by Jaroslav Sip This presentation will discuss, what RMA can do to assist to researchers in the field of business/research development.

BRYONY J. WAKEFIELD*, Director, Research Development, Faculty of Medicine, Dentistry and Health Sciences, Research Office, University of Melbourne SIMON R. KERRIDGE, Director of Research Services, University of Kent JENNIFER SHAMBROOK, Director, Grants & Contract Management Office, University of Central Florida JAROSLAV SIP, CFO/BD, Czech Technical University in Prague

DEPARTMENTAL

INTERMEDIATE

Have you ever been working on a document or project and thought “This can’t be this hard!” or “There has got to be an easier way!?” Have you ever wondered what tools exist to help with organization and management of daily activities? What happens when you are working from home? This session is for you.

LEARNING OBJECTIVES • Participants will learn underutilized, uncommon, or unknown features of software systems to aid in efficiency. • Participants will learn about technology options to help manage day-to-day activities. • Participants will learn about remote working technology.

We will explore these topics and more to help you work smarter, not harder.

PREREQUISITES Participants will want basic software and technology skills.

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WORK SMARTER, NOT HARDER

HOLLIE R. SCHREIBER*, Director, DASNR Sponsored Programs Administration, Oklahoma State University ABBY GUILLORY, Assistant Director for Education and Training, Research Administration, North Carolina State University

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

FRIDAY | AUGUST 14, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS continued PRE-AWARD

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INTERMEDIATE

THE POST-SUBMISSION PRE-AWARD REVIEW PROCESS Proposals are often prepared and submitted very close to the deadline. They are then filed away until the award is made even though there is a high probability that the budgets contain errors. This puts Post-Award administrators in the unenviable position of discovering these mistakes after the project start date which can lead to delays and unhappy Principal Investigators (PIs). This interactive session will examine the Pre- to Post-Award progression and introduce participants to a postsubmission, Pre-Award review process.

LEARNING OBJECTIVES • Participants will learn to bridge the gap between Pre- and Post-Award processes. • Participants will understand a best practice that can be implemented at the institutional or departmental level. PREREQUISITES Participants will want knowledge of proposal submissions and award establishment.

DOMINIC ESPOSITO*, Director of Sponsored Programs Administration, Sponsored Programs Administration, Farmingdale State University of New York JEROD KERSEY, Sponsored Programs Administrator, University of Oklahoma Health Sciences Center

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

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OVERVIEW

PUI TO A CARNEGIE RESEARCH INTENSIVE CLASSIFICATION: STRATEGIC INITIATIVES FOR ADMINISTRATIVE CAPACITY AND INSTITUTIONAL COMMITMENT This session will review the transitioning of a predominantly undergraduate institution to a Carnegie Research Intensive Classification. It will look at the strategic initiatives for administrative capacity that’s required on behalf of the administrator and research administration.

LEARNING OBJECTIVES • Participants will gain knowledge of Carnegie Research Classifications and eligibility variables. • Participants will gain insight to research administrative capacity data points to determine linear relationships of staffing types and research funding levels. • Participants will be able to identify institutional support and commitment needed to gain and/or maintain Carnegie Research status. PREREQUISITES None

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

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

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OVERVIEW

HARNESSING THE POWER OF YOUR CONVERSATIONS TO UNLEASH YOUR POTENTIAL We all have the power to reach our goals and career aspirations just by changing the way we speak to ourselves and others. It is a simple practice but not necessarily easy to implement until you understand the principles that underpin the process. In this energizing, interactive session, we will explore the neuroscience of conversation and experience practical approaches you can use immediately to unleash your potential.

LEARNING OBJECTIVES • Participants will learn core principles of conversational neuroscience. • Participants will experience techniques to effectively engage their personal potential. • Participants will learn efficient ways to enhance their working relationships with their faculty, teams, and departments. • Participants will reflect on using conversations to advance their careers. PREREQUISITES Participants will want to come curious to learn, reflect and have fun.

THOMAS WILSON*, Adjunct Professor, Master of Science Degree in Research Administration, Johns Hopkins University, NCURA Silver Contributing Sponsor LESLIE HAMILTON, Change Facilitator, FutureScape, Ltd.

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

Agenda

FRIDAY | AUGUST 14, 2020

1:00 – 2:15 PM (EDT): WELCOME and EDUCATION SESSIONS CONCURRENT SESSIONS continued RESEARCH COMPLIANCE/ETHICS

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INTERMEDIATE

REVISED COMMON RULE HOT TOPICS: COVID-19 AND SINGLE IRB In this session, OHRP representatives will discuss how the current COVID-19 public health emergency affects research, and will also provide an overview of the revised Common Rule’s single IRB mandate.

LEARNING OBJECTIVES • Participants will understand regulatory flexibilities available for ongoing research affected by COVID-19. • Participants will understand how to determine whether or not a COVID-19 related activity is subject to the revised Common Rule. • Participants will understand how the revised Common Rule’s single IRB mandate works, and what current exceptions to that mandate are. PREREQUISITES Participants will want general familiarity with the pre-2018 Common Rule and revised Common Rule.

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

DISCUSSION GROUPS DEPARTMENTAL

ALLOCABILITY AMONG MULTIPLE PROJECTS: STRATEGIES AND METHODS FOR THE DEPARTMENTAL ADMINISTRATOR

Allocating costs to one sponsored project is difficult, adding costs to several projects can be overwhelming. When this occurs, the costs should be allocated in the same proportions as it benefits each award while adhering to sponsor guidelines and institutional policies. This session will provide methods, strategies and tools to assist departmental administrators who manage the purchases of services and goods that benefit multiple awards. TOLISE C. DAILEY*, Training Manager, Research Development Team, Johns Hopkins University, NCURA Silver Contributing Sponsor FANNIE R. WALTON, Senior Administrative Director, Georgetown-Howard University Center for Clinical and Translational Science, Georgetown University Medical Center

FEDERAL/SPONSORS/AGENCIES

LESSONS LEARNED THROUGH ADMINISTRATION OF NSF-FUNDED RESEARCH CENTERS AT THE UNIVERSITY OF CALIFORNIA, MERCED AND THE UNIVERSITY OF PENNSYLVANIA

Administration of the NSF-CREST Center for Cellular and Biomolecular Machines at the University of California, Merced--an interdisciplinary federally-funded scientific center-requires various responsibilities to keep research, education, outreach, broadening participation, and administrative efforts on track and successful. Some of these include NSF annual and CREST-specific reporting, oversight of grant funds, integration of both campus and NSF policies, proposal development, strategic planning and implementation of plans, programmatic oversight, supervision of staff, interactions with affiliates, communications, and center representation. Similar issues and responsibilities are part of the administration of the multi-institutional NSF STC Center for Engineering MechanoBiology at Penn. In this discussion, we will discuss lessons learned and strategies for success. CARRIE KOUADIO*, Executive Director, NSF-CREST Center for Cellular and Biomolecular Machines, University of California, Merced JAMES MCGONIGLE, Managing Director, Center for Engineering MechanoBiology, University of Pennsylvania Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

FRIDAY | AUGUST 14, 2020

2:15 – 2:30 PM (EDT) | BREAK

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

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INTERMEDIATE

NIH ALL OF US PROGRAM The NIH All of Us Research Program is a historic effort to gather data over many years from one million or more people living in the United States, with the ultimate goal of accelerating research and improving health. All of Us will serve as an international research resource, covering a wide variety of health conditions, with researchers using the data to learn more about how individual differences in lifestyle, environment, and biological makeup can influence health and disease. In the two years of enrollment, more than 271,000 participants have contributed biospecimens, answered surveys, and agreed to share their EHR. About 80% of the core participants are from populations traditionally underrepresented in biomedical research. The All of Us Researcher Workbench is now open for beta testing.

LEARNING OBJECTIVES • Participants will be provided with an overview of the All of Us Research Program and the status of recruiting a cohort of 1 million engaged participants. • Participants will be provided with an overview of the communications and market strategy to reach underserved communities in medical research. • Participants will hear an overview of data elements collected, including EHR data, and their curation. • Participants will be able to describe the genomics scientific and communications plan, including returning genomic results to participants. • Participants will be able to describe the data protection strategies of the program. • Participants will be able to demonstrate use of the All of Us public data browser, the Researcher Workbench, and initial demonstration projects.

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

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

Agenda

FRIDAY | AUGUST 14, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued DEPARTMENTAL

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INTERMEDIATE

YOU ARE MORE THAN YOUR TITLE: UNDERSTANDING THE ROLE OF THE DRA When we look at the job description for a DRA, they always fail to mention that you are a jack of all trades, therapist to your investigators, janitor, maintenance person and the overall go-to person for any and all issues. Your life is complicated. There is truly an art for the DRA to manage the many challenges that are faced and still make sure the investigators have the available resources to conduct science in the realm of compliance. You ROCK! This session will outline some of the daily challenges for the DRA and some great tools to help you manage your departments.

LEARNING OBJECTIVES • Participants will discover tools to assist the DRA with understanding the complexities of your job and how to manage your portfolio and investigators in order to produce the best science.

DERICK F. JONES*, Program Manager, Translational Genomics and Population Sciences, Lundquist Institute for Biomedical Innovation at Harbor-UCLA Medical Center RASHONDA D. HARRIS, Director, Post-Award Operations, Office of Research, Grants & Contracts, Emory University

FINANCIAL/POST-AWARD

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INTERMEDIATE

EFFECTIVE PRE- AND POST-AWARD MANAGEMENT OF INDUSTRY CLINICAL TRIALS Many institutions struggle with lagging study activation times and appropriate fiscal management of clinical trial project accounts. Delayed CTA execution times negatively impact study enrollment on the Pre-Award side, and the nature of budgeting and payment receipt make Post-Award management challenging. Since payroll expenses are typically based on subject enrollment rather than committed effort, ensuring application of appropriate payroll expenses to accounts is especially difficult. Additionally, without centralized monitoring, it is challenging to ensure sponsors are invoiced for applicable expenses and accounts remain open long after studies have ended, incurring expenses that do not benefit the project for which the account was established. In this session, participants will learn how Children’s Hospital Los Angeles dramatically cut its CTA/budget execution time, increased clinical trial revenue, and successfully transferred clinical trial Post-Award functions from its Post-Award team to its clinical trials team.

LEARNING OBJECTIVES • Participants will learn tactics to improve Pre-Award study activation times. • Participants will learn how to perform a close out analysis to ensure all appropriate payroll is charged to the project. • Participants will learn how to increase revenue through better invoicing practices to ensure all applicable invoiceable expenses are requested and collected. • Participants will learn how to implement a residual funds policy.

KAREN NIEMEIER*, Executive Director, Research Administration, Children’s Hospital Los Angeles TIGRAN GAROIAN, Manager, Contracts & Clinical Research, Children’s Hospital Los Angeles AMANDA FERGUSON, Higher Ed Consulting Manager, Huron, NCURA Gold Plus Member Sponsor

YOU THE

POWER

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

Agenda

FRIDAY | AUGUST 14, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued GLOBAL FOR U.S. AND NON-U.S. PARTICIPANTS

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OVERVIEW

ROSS HICKEY*, Assistant Provost, Office of Research Integrity and Outreach (ORIO), University of Southern Maine CHRISTOPHER M. MANGELLI, Director and HIPAA Privacy Officer, Office of Research Integrity (ORI), Ball State University

PRE-AWARD

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ADVANCED

INSTITUTIONAL PROPOSAL ROUTING DEADLINES: ESTABLISHMENT AND ENFORCEMENT The one thing we all need, but no one has, is more time. Simply put, we need more time to review proposals if we are to do so effectively in today’s research environment. What was once ensuring budgets add up and the right documents were uploaded has evolved to evaluating undue influence of foreign entities, theft of intellectual property, etc. In this session we will discuss how internal proposal deadlines have been established, implemented, and enforced at our institutions. We will share lessons learned, helpful tips, and hopefully find a little more time for you and your faculty to focus on what each of you do best.

REPEATED IN TOKYO TIME: 4:00 - 5:00 PM

LEARNING OBJECTIVES • Participants will learn how deadlines have been implemented. • Participants will be able to examine different enforcement practices. • Participants will review lessons learned and outcomes from other institutions. PREREQUISITES Participants will benefit from having an understanding of standard internal requirements of a Pre-Award Sponsored Programs office and proposal review and submission requirements from sponsor and institutional perspectives.

DAVID K. SMELSER*, Assistant Director, Office of Sponsored Programs, University of Tennessee AMANDA HAMAKER, Director, Pre-Award, Sponsored Program Services, Purdue University PAMELA A. WEBB, Associate Vice President for Research, Sponsored Projects Administration, University of Minnesota, NCURA Distinguished Educator

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

Agenda

FRIDAY | AUGUST 14, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued PRE-AWARD

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BASIC

BASICS OF CONTRACT DRAFTING AND NEGOTIATIONS What does all of that legalese mean? How can I best approach review and negotiate of a “thick” contract? What sections of a contract should I focus on? This session will introduce participants to the basics of contract review, drafting, and negotiations with an emphasis on contracts with for-profit sponsors. The session will review the meaning and context of common legal terms, provide techniques to spot troublesome clauses and redraft them, and discuss how to communicate positions persuasively and effectively during negotiations to achieve desired outcomes and build successful relationships.

LEARNING OBJECTIVES • Participants will learn about the contract mechanisms used for research funded by for profit entities. • Participants will learn common legal terms and techniques to spot troublesome clauses. • Participants will learn best practices for drafting and redrafting contracts clauses to meet the needs of the parties. • Participants will learn to communicate positions effectively and persuasively during difficult contract negotiations. PREREQUISITES None

NANCY R. LEWIS*, Executive Director, Sponsored Projects, University of California-Irvine GRACE PARK, Assistant Director, Sponsored Projects Administration, Office of Research, University of California, Irvine

PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

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OVERVIEW

STRENGTHEN YOUR INSTITUTION THROUGH FEDERAL AGENCY DESIGNATIONS This session will assist you and your institution’s upperlevel administration effectively evaluate PUI strengths in order to apply and obtain specific Federal agency designations such as Minority Serving Institution, USDA, non-Land Grant College of Agriculture, Cooperative Ecosystem Studies Unit Network, and others. The designations provide less competitive funding opportunities and can strengthen other proposals.

LEARNING OBJECTIVES • Participants will have a better understanding of institutional capacity building. PREREQUISITES None

RODNEY GRANEC*, Director, Office of Sponsored Programs, The University of West Alabama

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

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Agenda

FRIDAY | AUGUST 14, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

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OVERVIEW

WOMEN IN LEADERSHIP 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.

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

SUE KELCH*, Research Senior Financial Specialist, Otolaryngology, University of Michigan-Ann Arbor DAVID LYNCH, Interim Leadership, Huron, NCURA Gold Plus Member Sponsor MICHELLE SCHOENECKER, Senior Proposal Development Manager, Office of Research & Sponsored Programs, University of Wisconsin-Milwaukee

PROFESSIONAL DEVELOPMENT/PERSONAL GROWTH

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OVERVIEW

ACRO-GNOMES & GNOME-NCLATURE: RESEARCH ADMINISTRATION VOCABULARY When you are new to research administration, one of the first things you notice is our specialized vocabulary and a sheer abundance of acronyms. Our goal in this session is to introduce common and uncommon references for research administration. We’ll even try a side-by-side guide of RA vocabulary and PI vocabulary. Join us as we tackle the basic and the baffling pieces of our vernacular in a fun gnome-filled session.

LEARNING OBJECTIVES • Participants will learn to break down the common vocabulary and acronyms in research administration. As we search for common understanding with our faculty, unit administrators, central administrators, etc., it is important that we all understand each other and break down the communication barriers. PREREQUISITES None

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

Agenda

FRIDAY | AUGUST 14, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued RESEARCH COMPLIANCE/ETHICS

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INTERMEDIATE

EU’S GDPR: PRIVACY, DATA COLLECTION, AND PROCESSING. THE IMPACT OF GDPR ON U.S.UNIVERSITY RESEARCH AND SPONSORED PROGRAMS CONTRACTING This session will provide an overview of the GDPR- EU’s body of privacy regulation. This will cover background, definitions and how this regulation reaches U.S. university activities including research. With a focus on contracting issues, we will cover the lawful bases for data collection and processing; why traditional informed consent is not enough; data controllers versus data processors; how and why it differs from HIPAA; and, what other obligations are imposed.

LEARNING OBJECTIVES • Participants will be able to identify when and where is likely to impact sponsored research activity and have the tools to analyze and negotiate contract terms to better protect your institution. PREREQUISITES Participants will benefit from having familiarity with basic definitions and general background regarding the European Union’s General Data Protection Regulation and a general understanding of data privacy laws and regulations in the United States, including HIPAA.

SCOTT SHURTLEFF*, Vice President Research Administration & Regulatory Affairs, 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 DEVELOPMENT

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UPDATE

NONPROFIT FUNDERS AND RESEARCH INSTITUTION PARTNERSHIP (NFRI) NFRI, the partnership between nonprofit funding organizations and research institutions, has made significant progress toward the development of a library of shared resources for our communities.

LEARNING OBJECTIVES Participants will learn about the funder and research institution partnership and initiatives for reducing administrative burden and enhance collaborations between non-profit sponsors and university research. PREREQUISITES None

With input from almost three hundred participants since 2017, NFRI is addressing mutual challenges and goals related to intellectual property, research project support and F&A costs, as well as administrative processes such as application procedures, budgeting and reporting templates, and terms and conditions for research. While each sponsor is unique, and institutional policies and procedures vary, these materials offer common ground for improving communication and giving us better information for managing these crucial areas of the research enterprise. Committees representing over fifty nonprofit sponsors and over eighty research institutions collaborated on this toolkit of documents, templates, and reference materials. We are presenting these resources and seeking further input from sponsors and research institutions to further expand the use and value of this very exciting partnership. VIVIAN HOLMES*, Assistant Dean, Research Administration, School of Public Health, Boston University, NCURA Distinguished Educator CYNTHIA HOPE, Director, Academic Contracts and Grants Administration (GTRC Awards), Office of Sponsored Programs (OSP), Georgia Institute of Technology, NCURA Distinguished Educator Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

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Agenda

FRIDAY | AUGUST 14, 2020

2:30 – 3:30 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued SYSTEMS/DATA/METRICS

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ADVANCED

TELLING YOUR RESEARCH ACTIVITY STORY: PROPOSAL, AWARD, AND EXPENDITURE DASHBOARDS This session provides an overview of the processes the Ohio State University College of Education and Human Ecology research office took to answer important questions that the Dean, department chairs, and other leadership in the college asked us to answer. We built a robust proposal tracking database (PTDB) in REDCap and meshed those data with data from a university-supported research activity database to create a series of Tableaubased dashboards that tell an amazing story. Leadership can easily see the research activity of the college, departments, units, and individuals including trend and projection data. The PTDB also includes data that allows us to measure office efficiency and customer satisfaction. Participants will see a live demo of the PTDB and the research activity dashboards.

LEARNING OBJECTIVES • Participants will understand the underlying aims/ reasons for building the PTDB. • Participants will be able to identify and discuss key performance indicators (KPI) related to research activity. • Participants will examine and evaluate the visualization and story-telling power that dashboards provide. PREREQUISITES Participants will want a basic understanding of a variety of charts and graphs; computer programming terminologies and data analysis; the functionalities of relational database management systems, and the functionalities of analytics platforms that present data in a variety of ways.

ERIN BROTHERS*, Research Administrator, Carver College of Medicine, University of Iowa

3:30 – 4:00 PM (EDT) | BREAK

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

Agenda

FRIDAY | AUGUST 14, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS CLINICAL/MEDICAL

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INTERMEDIATE

SERVICE DELIVERY EXCELLENCE: A CASE STUDY USING “VOICE OF THE RESEARCHERS” TO IMPROVE RESEARCH ADMINISTRATION SERVICES An effective service model can be a powerful force for enabling research and reducing administrative burdens, with the ultimate goal of easing the process of conducting research for established investigators and breaking down barriers to entry for new researchers. But how do you know if your institution’s service model is really achieving these goals? This session will describe how Mayo Clinic sought service delivery improvement in research administration by putting researchers at the center of the process - from issue gathering and prioritization to solution identification and implementation. The session will also describe Mayo Clinic’s path forward for service delivery, featuring an emphasis on innovation, process simplification and service models.

LEARNING OBJECTIVES • Participants will explore methods for incorporating researcher feedback throughout customer service improvement efforts, including differentiation by researcher persona types. • Participants will be able to identify innovative solutions to address researcher needs. • Participants will share opportunities for improvement through simplification. PREREQUISITES Participants will want an understanding of the research administrative processes and central research interactions with departments/schools.

KAREN HARTMAN*, Division Chair, Shared Services Research Administration, Mayo Clinic Rochester ZACHARY BELTON, Senior Director, Huron, NCURA Gold Plus Member Sponsor

DEPARTMENTAL

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BASIC

OH NO, NOT ANOTHER BUDGETING SESSION: BUT SERIOUSLY, WHAT DID I FORGET? Creating budgets with a PI can be challenging. This session will explore ways to develop an understanding of your PI’s science, developing an accurate budget. In doing this, you will gain the understanding and perspective of managing from Pre-Award to Post-Award.

LEARNING OBJECTIVES • Participants will learn how to get to know your PI’s science so you can pull a budget together. • Participants will learn how to match the budget to the science. • Participants will discuss ways to manage what was proposed at Pre-Award from the Post-Award perspective. • Participants will learn the ‘if this, then’ scenarios. PREREQUISITES None

BETTY A. MORGAN*, Grants and Contracts Manager, Office of Sponsored Research, Duke University LORRIE ROBBINS, Manager Grants and Contracts, Duke Human Vaccine Institute, Duke University

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

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Agenda

FRIDAY | AUGUST 14, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued FEDERAL/SPONSORS/AGENCIES

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OVERVIEW

GRANT FRAUD AT UNIVERSITIES: LESSONS LEARNED, RED FLAGS, AND BEST PRACTICES In this block, representatives from the National Science Foundation, Office of Inspector General, Office of Investigations will provide an overview of our office and discuss recent grant fraud case studies involving universities. In reviewing recent cases, we will point out potential red flags as well as best practices to keep in mind as university administrators overseeing federal research funds.

LEARNING OBJECTIVES • Participants will learn about NSF OIG overview and structure. • Participants will discuss lessons learned from recent University cases. • Participants will discuss red flags, best practices and what to do if issues arise. PREREQUISITES None

MAUREEN WEIR*, Special Agent, OIG, Office of Investigations, National Science Foundation PAMELA VAN DORT, Senior Investigative Attorney, OIG, Office of Investigations, National Science Foundation

PRE-AWARD

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INTERMEDIATE

BEST PRACTICES FOR SPONSORED PROJECT TRANSFERS When a Principal Investigator (PI) moves from one institution to another, more often than not, existing awards will transfer to the new institution with approval of the original institution and the sponsor. Unfortunately, these award transfers can sometimes become an arduous process with long delays that can negatively affect the PI’s ability to continue the research project uninterrupted. However, if research administrators anticipate transfers and work proactively and collaboratively, we can make the process efficient and develop lasting positive relationships with all involved. Institutional policies and procedures that encourage and support this approach enable administrators to better facilitate the process and responsiveness to the increasingly collaborative research environment and growing faculty workforce mobility.

LEARNING OBJECTIVES • Participants will gain a basic understanding of the complexities of sponsored project transfers. • Participants will learn best practices for the collaborative and proactive administration of incoming and outgoing project transfers. PREREQUISITES Participants will want a basic understanding of the management of sponsored projects.

We will explore this topic from a process and relationship perspective; discuss the factors that may complicate and thus delay the transfer process; and share best practices for both incoming and outgoing awards and non-financial agreements. We will also discuss in Interest transfers. JAMIE LYNN A. SPRAGUE*, Federal & Subaward Team Lead/Senior Grant & Contract Officer, Research Services, Cornell University BELLA DIFRANZO, Grant and Contract Officer, Federal Team, Cornell University SUSAN W. SEDWICK, Senior Consulting Specialist, Attain, NCURA Silver Contributing Sponsor

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

Agenda

FRIDAY | AUGUST 14, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

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OVERVIEW

USING GRANTS TO BROADEN THE CONVERSATION ON DIVERSITY This session will explore an umbrella of external grant opportunities to service and expand diversity within the university community. It will also discuss the essential role of a sponsored research administrator to seek and implement transformative funding programs in promoting and advancing diversity and inclusion.

LEARNING OBJECTIVES • Participants will learn how to implement transformative grants that will significantly increase access and success of diversity. • Participants will learn how to assist and educate the campus community on the importance of grant-funded programs servicing diverse student populations. PREREQUISITES None

LOURDES L. BASTAS*, Associate Director, Post-Award, University of North Georgia CHRIS JACKSON, Grant Specialist, Grants and Contracts Administration, University of North Georgia

RESEARCH COMPLIANCE/ETHICS

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BASIC

RESPONSIBILITIES OF THE IACUC AND REDUCING INVESTIGATOR ADMINISTRATIVE BURDEN IN THE 21ST CENTURY Did you know that the Institutional Animal Care and Use Committee (IACUC) is responsible for more than just protocol review or that the 21st Century Cures Act addresses animal research in addition to clinical research? This session will outline the federally mandated functions of the IACUC and provide details on how the 21st Century Cures Act is expected to reduce administrative burden in animal care and use programs, including impacts to investigators and their research team members.

LEARNING OBJECTIVES • Participants will learn about the responsibilities of the IACUC and how the 21st Century Cures Act is expected to reduce administrative burden for investigators and streamline certain IACUC responsibilities. PREREQUISITES None

BUFFY BEATTIE*, Director, Higher Education, Huron, NCURA Gold Plus Member Sponsor EMILY CLARK, Review Scientist, University of Washington STEVEN ABBOTT, Product Manager, Huron Research Suite, Huron, NCURA Gold Plus Member Sponsor

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

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Agenda

FRIDAY | AUGUST 14, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS continued RESEARCH COMPLIANCE/ETHICS

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INTERMEDIATE

YES, YOU NEED TO CONSIDER EXPORT CONTROLS, FOREIGN INFLUENCE, AND CUI AT THE PROPOSAL STAGE Export Controls are an ever-evolving area of research compliance that is becoming more important as regulations are expanding and researchers increasingly pursue funding from new sources, including defense funding through industry partners. Export Controls are not just an issue that needs attention at the award stage or in the course of the project. There are a number of steps research administrators can take at the proposal stage to mitigate risk and prevent the inclusion of problematic terms and conditions in agreements, including being proactive in addressing foreign influence concerns and budgeting for Controlled Unclassified Information if applicable.

LEARNING OBJECTIVES • Participants will get an overview of new changes to Export Control regulations, foreign influence guidelines, and Controlled Unclassified Information. • Participants will learn strategies about collaborating with their Export Control Officer at the proposal stage. • Participants will develop a better understanding of “red flag” provisions that may be included in Request for Proposals. • Participants will be provided tools to help ensure that sponsors are cognizant of a project’s fundamental research classification. PREREQUISITES Participants would benefit with experience preparing or reviewing and submitting proposals to federal sponsoring agencies on a regular basis. Participants should have experience reviewing federal funding opportunities (e.g., RFPs, BAAs, FOAs, etc.).

JEFFREY WARNER*, Assistant Director, Office of Contract and Grant Administration (OCGA), University of CaliforniaSan Diego MARY MANSFIELD, Assistant Director, General Campus, Office of Contract and Grant Administration (OCGA), University of California-San Diego

DISCUSSION GROUPS CLINICAL/MEDICAL

BUDGETING FOR INDUSTRY-SPONSORED CLINICAL TRIALS

As institutions look for ways to expand their funding portfolio in the current research environment, there have been increased efforts to partner with industry sponsors at academic medical centers and universities. While every clinical trial is different, there are some aspects of clinical trial budgeting that can be applied broadly, as well as techniques to negotiate with sponsors to arrive at a final budget on which all stakeholders will agree. This discussion will ask participants to share their experiences and tips for negotiating with sponsors to ensure studies are budgeted accurately and fairly for all parties. Participants will benefit from having experience with budgeting for industry-sponsored clinical trials. However, those new to this area are also welcome to come pick up suggestions as they start their own programs. LYNELLE CORTELLINI*, Administrative Director, Division of Clinical Research, Massachusetts General Hospital

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

Agenda

FRIDAY | AUGUST 14, 2020

4:00 – 5:00 PM (EDT): EDUCATION SESSIONS DISCUSSION GROUPS continued FEDERAL/SPONSORS/AGENCIES

NAVIGATING NATIONAL INSTITUTES OF HEALTH (NIH) TRAINING GRANTS It takes a village to navigate the complexities of NIH National Research Service Award (NRSA) Training Grants. This discussion group will cover multiple areas associated with NIH NRSA Training Grant proposals and awards. Following a brief introduction about NIH NRSA Training grant programs, we will breakdown our discussion into three basic components: 1. Award management best practices (including xTrain use), 2. Post-Award considerations upon both annual and award closeout and 3. Preparing for your next competitive renewal (including a brief overview of required data tables). This discussion is designed to be interactive and facilitate the opportunity for participants to share their experiences and best practices administering 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 WisconsinMadison

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

NCURA GLOBAL FELLOWSHIP: WHAT IT MEANT TO ME

In this discussion, presenters will discuss their experiences as Global Fellows at Peking University and the University of Melbourne, respectively.

REPEATED IN TOKYO TIME: 2:30 - 3:30 PM

ROBIN B. RIGLIN*, Senior Associate Director, Office of Sponsored Programs, The Pennsylvania State University LAURA P. BILBAO, Associate Director of International Grants & Partnerships, Office of International Affairs, Texas Tech University

YOU THE

POWER OF

Virtual Conference: August 11 – 14, 2020 | The Power of YOU | * Lead presenter

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Agenda

FRIDAY | AUGUST 14, 2020

1:15 – 2:15 PM (EDT): EDUCATION SESSIONS CONCURRENT SESSIONS PREDOMINANTLY UNDERGRADUATE INSTITUTIONS

PUI HOT TOPICS 2020: FACING OUR FUNCTIONALITY, DYSFUNCTIONALITY, AND FLEXIBILITY IN CHALLENGING TIMES

We know that in our world, the way that we respond to change is scaled and personalized to the culture, capabilities, and needs of our institution and awards. PUIs, like all institutions, are transitioning to a new normal. The new virtual work environment has forced us all to face the challenges and strengths that come with working at a small institution. We are great at finding efficiencies and creative solutions to new challenges coming through our door. How do we leverage our existing efficiencies but also develop new capabilities to meet the needs of all of our constituents? This discussion will address hot topics related to our responses to unplanned changes and disruption, and how to apply the lessons and resources learned going forward. MARTIN B. WILLIAMS*, Director, Office of Sponsored Programs, William Paterson University PATIENCE GRAYBILL, Manager, Research Development and Administration, McKelvey School of Engineering, Washington University in St. Louis TERI GULLEDGE, Director, Business Affairs, Southern Illinois University Edwardsville TRISHA SOUTHERGILL, Grant Support Manager, Research Office, Montana Technological University

5:00 – 6:00 PM (EDT) | ENTERTAINMENT AND CLOSING CEREMONIES/POSTER SESSION AWARDS JOIN REGION III’S SCOTT NILES MUSICAL SET FOR YOUR ENJOYMENT FROM 5:00 – 5:15 PM EDT, AND THEN THE NCURA CLOSING CEREMONIES AND POSTER SESSION AWARDS FROM 5:15 – 6:00 PM EDT.

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