Grant Compliance Essentials for Effective Management

Start time:
July 16, 2025 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Danielle Johns, Moss Adams, (303) 294-7772
Cost to attend:
Complimentary

Join us for our webcast, Grant Compliance Essentials for Effective Management, to learn tools and information grant professionals, compliance officers, and organizational leaders need to navigate the complex landscape of grants and audit compliance.

This session will cover the foundational elements of grants and delve into the critical aspects of compliance to help your organization meet regulatory requirements and boost funding opportunities. During this session, we’ll discuss:

  • Basics of grants
  • What grant compliance is
  • How to set up your compliance policies and procedures
  • Internal monitoring programs
  • Subrecipient monitoring
Register

Speakers

Sheila Herrera, CPA, Principal, Baker Tilly

Sheila has practiced public accounting since 2006. She primarily works with government clients and specializes in audits of federal awards under the Uniform Grant Guidance. Sheila is a frequent speaker at state and local conferences and serves as a member of the firm’s single audit technical committee responsible for developing training, audit programs, and templates and providing comments on drafts of the compliance supplement and updates to AICPA audit guides. Sheila also manages and assists audits of schools and universities, state agencies, and other industries, including government contractors, technology, life sciences, real estate, and not-for-profit.

Halie Garcia, CPA, CIA, Principal, Baker Tilly

Halie has practiced public accounting and consulting since 2006. Her expertise includes internal audit, grant compliance consulting, and policy and procedure development. She has worked extensively with local and state governments, not-for-profits, higher education institutions, and Tribes throughout the western United States to reduce risks, strengthen controls, and improve performance.

Dani Springfels, CPA, Manager, Baker Tilly

Dani has practiced public accounting since 2013 and provides professional services to a wide variety of not-for-profit clients, primarily institutions of higher education and foundations. She conducts a diverse variety of audits with a specialization in federal compliance audits.

Dani’s experience includes preparing financial statements, performing program-specific single audits, and conducting audits in accordance with Government Auditing Standards and single audits of federal awards.

Registration Form

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CPE Information

Program Level:
Overview
Credits:
Accounting (Governmental): 1
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to describe the basic concepts of grants; describe how to establish and implement compliance policies and procedures tailored to their organization; and discuss creating an internal monitoring program to identify compliance issues and enhance overall grant management practices.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Danielle Johns at (303) 294-7772 or send her an email.

Baker Tilly Advisory Group, LP fka Moss Adams LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Related Topics

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.