AM62 Workshops

THE POWER OF

National Council of University Research Administrators

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

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

POST-CONFERENCE WORKSHOPS

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

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

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

Senior Forum 2

Embarking on the Leadership Path in Research Administration

Workshop 7

PROGRAM LEVEL: OVERVIEW

Workshop 8

Leading People and Managing Multiple Projects

PROGRAM LEVEL: ADVANCED Workshop 3

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

Workshop 9

Workshop 10 Workshop 11

It’s a Relationship: Communicating with Faculty

PROGRAM LEVEL: INTERMEDIATE Workshop 6

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

PROGRAM LEVEL: OVERVIEW

2

Essentials of Pre-Award

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

PROGRAM LEVEL: INTERMEDIATE Workshop 12

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

Think Like a Leader, Lead Like a Multiplier

PROGRAM LEVEL: OVERVIEW

CPRA Workshop

PROGRAM LEVEL: OVERVIEW

Change Leadership: Because Change Management is not Enough

PROGRAM LEVEL: INTERMEDIATE

Business Communication: Beyond the Exchange of Words

PROGRAM LEVEL: OVERVIEW

Clinical Research: An Introduction

PROGRAM LEVEL: BASIC

Workshop 13

Navigating Federal Contracts

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

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

PROGRAM LEVEL: INTERMEDIATE

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

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

Workshop 19

Introduction to Post-Award

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

PROGRAM LEVEL: INTERMEDIATE Workshop 20

PROGRAM LEVEL: BASIC Workshop 17

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

PROGRAM LEVEL: INTERMEDIATE Workshop 18

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

PROGRAM LEVEL: BASIC

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

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

PROGRAM LEVEL: BASIC Workshop 21 Workshop 22

Women in Leadership

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

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

PROGRAM LEVEL: ADVANCED

POST-CONFERENCE WORKSHOPS WEDNESDAY, AUGUST 12, 2020

THURSDAY, AUGUST 13, 2020

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

8:30 am – 4:30 pm: Full Day Workshop

Workshop 24

Workshop 26

Essential Tools and Best Practices for the Departmental Administrator

PROGRAM LEVEL: OVERVIEW Workshop 25

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

PROGRAM LEVEL: BASIC

NSF Fundamentals

PROGRAM LEVEL: BASIC

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

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Pre-Conference

WORKSHOPS AND SENIOR LEVEL FORUMS Saturday, August 8, 2020

YOU THE

POWER OF

Pre-conference

Workshop 1

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

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

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

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

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

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

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

• Participants will learn important leadership characteristics/skills.

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

PREREQUISITES None

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

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Pre-conference

Senior Level Forum 2

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

LEADING PEOPLE AND MANAGING MULTIPLE PROJECTS PROGRAM LEVEL: ADVANCED

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

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

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

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

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

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

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

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

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

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

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

Pre-conference

Workshop 3

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

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

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

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

SUSAN SEDWICK Senior Consulting Specialist, Attain

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

• Participants will be able to engage in communication inquiry.

• Participants will be able to interpret and evaluate correspondence.

PREREQUISITES None

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

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

WORKSHOPS AND SENIOR LEVEL FORUM Sunday, August 9, 2020

YOU THE

POWER OF

Pre-conference

Workshop 4

SUNDAY | AUGUST 9, 2020 HalfFull DayDay Afternoon Workshop: Workshop: 8:15 am1:00 – 4:30 – 4:30 pm pm

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

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

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

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

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

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

PREREQUISITES None

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

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

STORMY STALEY Sponsored Programs Administrator, Kaiser Foundation Research

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

CLICK ON THE RACC LOGO TO REGISTER!!

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

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Pre-conference

Workshop 5

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

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

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

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

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

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

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

• Participants will learn to practice managing these relationships.

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

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

Pre-conference

Workshop 6

SUNDAY | AUGUST 9, 2020 Half HalfDay DayAfternoon Morning Workshop: Workshop:8:15 1:00––11:45 4:30am pm

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

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

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

PREREQUISITES None

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

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

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

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

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Pre-conference

Workshop 7

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

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

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

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

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

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

MANILYN MATAU Fiscal Officer, University of California-Irvine

PREREQUISITES None

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

Pre-conference

Workshop 8

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

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

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

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

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

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

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

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

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

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Pre-conference

Workshop 9

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

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

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

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

• Participants will learn the Five Disciplines of the Multiplier.

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

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

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

PREREQUISITES None

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

Pre-conference

Workshop 10

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

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

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

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

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

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

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

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

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

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

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Pre-conference

Workshop 11

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

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

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

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

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

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

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

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

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

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

Pre-conference

Workshop 12

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

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

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

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

ABBEY McSWIGAN Senior Federal Contracts Coordinator, University of Pittsburgh

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

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

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

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

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

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

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

PREREQUISITES Participants will want some experience with federal contracts.

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

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Pre-conference

Workshop 13

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

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

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

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

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

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

ZACHARY BELTON Senior Director, Huron

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

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

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

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

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

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

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

Pre-conference

Senior Level Forum 14

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

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

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

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

• Participants will discuss the benefits of purposeful discomfort.

• Participants will learn how to open doors for others.

• Participants will learn ways to make a personal transformation.

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

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

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

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

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

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Pre-Conference Half Day Afternoon

WORKSHOPS AND SENIOR LEVEL FORUM Sunday, August 9, 2020

YOU THE

POWER OF

Pre-conference

Workshop 15

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

INTRODUCTION TO POST-AWARD

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

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

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

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

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

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

PREREQUISITES None

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

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Pre-conference

Workshop 16

SUNDAY | AUGUST 9, 2020 Half HalfDay DayAfternoon Morning Workshop: Workshop:8:15 1:00––11:45 4:30am pm

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

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

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

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

• Participants will learn how to appropriately draft subawards.

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

PREREQUISITES None

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

Pre-conference

Workshop 17

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

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

BETH DUBYAK* President, Vincent Payment Solutions

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

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

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

• Participants will understand how payment execution impacts research.

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

• Participants will want some familiarity with incentive payments.

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

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

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Pre-conference

Workshop 18

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

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

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

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

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

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

PREREQUISITES None

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

Pre-conference

Workshop 19

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

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

ROSEANN LUONGO* Manager, Huron

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

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

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

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

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

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

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Pre-conference

Workshop 20

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

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

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

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

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

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

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

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

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

PREREQUISITES None

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

Pre-conference

Workshop 21

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

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

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

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

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

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

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

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

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

PREREQUISITES None

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

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Pre-conference

Workshop 22

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

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

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

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

• Collaborative research consortia vs. individual PI projects.

PREREQUISITES None

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

Pre-conference

Senior Level Forum 23

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

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

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

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

ARA TAHMASSIAN Chief Research Compliance Officer, Harvard University

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

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

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

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

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

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

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Post-Conference Half Day Afternoon

WORKSHOP Wednesday, August 12, 2020

YOU THE

POWER OF

Pre-conference

Workshop 24

WEDNESDAY SUNDAY | AUGUST | AUGUST 9,12, 2020 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

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

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

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

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

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

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

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Post-conference

Workshop 25

WEDNESDAY SATURDAY ||AUGUST AUGUST8, 12,2020 2020 Half Day Afternoon Workshop: 1:00 – 4:30 pm

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

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

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

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

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

PREREQUISITES None

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

Post-Conference Full Day Afternoon

WORKSHOP Thursday, August 13, 2020

YOU THE

POWER OF

Post-conference

Workshop 26

THURSDAY AUGUST9,13, 2020 SUNDAY | |AUGUST 2020 Full Day Workshop: 8:30 am – 4:30 pmam Half Day Morning Workshop: 8:15 – 11:45

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

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

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

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

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

(Rated E for Everyone!)

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

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

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

PREREQUISITES None

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