Updating Policies and Procedures WEBCAST - Washington Society of CPAs

Overview

With the implementation of the newly revised uniform guidance, all federal agencies and nonfederal entities need to update their policies and procedures as part of their system of internal control. This session reviews the provisions in the uniform guidance that require written policies and procedures, and presents other suggestions for updating policies and procedures including handy templates.

Highlights

Grants. Grants management. Grants audit. Grants accounting. Federal grants regulations.

Prerequisites

None.

Designed For

All wanting to learn more about the uniform guidance, annual compliance supplement, internal control, and providing technical assistance to recipients about policies and procedures.

Objectives

Raise awareness about uniform guidance provisions that require written policies and procedures. Identify other areas that may need updates. Increase skills about writing policies and procedures. Establish local processes for updates.

Preparation

None.

Notice

None.

Leader(s):

Karen Norris

Leader Bios

Karen Norris

Karen Norris is nationally recognized in the grants community as a consultant and Subject Matter Expert (SME) for kanoco - a Karen Norris Company in Gaithersburg, MD. She has experience in grants and contracts for more than 20 years, previously as a grants administrator for educational institutions in the State of Maryland, as an author and managing editor for grants publications at a national publishing house, and currently as a consultant. Norris has served on the Board of Directors of professional associations and editorial advisory boards. She is an invited annual presenter at national conferences and regional training events, including the Grant Professionals Association, National Grants Management Association, Management Concepts, Maryland Governor’s Grants Office, and others. Norris advises clients and conducts webinars, virtual classes, eLearning, and onsite grants training. The White House Conference on Aging published her white paper about health grants. Norris has provided testimony to the Maryland General Assembly supporting legislation about the de minimis indirect rate, and has responded to information requests about the grants process from the U.S. Senate Subcommittee on Federal Financial Management. Norris has served as a federal reviewer for the U.S. Department of Education and the U.S. Department of Agriculture.

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