Cost Transfers (Nov 26, 2026) Upcoming Training Event
Refresh your knowledge on: - what cost transfers are, and the different types; - sponsor guidelines that apply to cost transfers; - best practices
News and Events
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New podcast episode: Change of Travel Plans
Research Finance has released a new podcast episode (Season 4, Episode 4.2) that continues a series covering research-related travel expenses. This second episode considers the eligibility of travel expenses when plans need to change - whether through postponement, alteration, or outright…
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New podcast episode: Pre-Travel Considerations
Research Finance has released a new podcast episode (Season 4, Episode 4.1) that kicks off a series covering research-related travel expenses. This first episode discusses pre-travel considerations, including which grant or grants can be used to reimburse travel expenses, the need to travel,…
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Tri-Agency Refresher / 2026 Update (Aug 27, 2026)
Refresh your knowledge on: TAGFA principles & directives, April 2026 updates to TAGFA, and how TAGFA & institutional policy jointly impact expense eligibility
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Clone of Step-by-step instructions for Finance Administrator - Accessing Form 300 in Workday Drive
FY26 Form 300 Statement of Account Step-by-Step Instructions for Finance Administrator
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Clone of Step-by-step Instructions for Principal Investigator - Accessing Form 300 in Workday Drive
FY26 Form 300 Statement of Account Step-by-Step Instructions for Principal Investigator on how to download the Form 300 PDF.
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New podcast episode: Tri-Agency Funds and Hospitality
Research Finance has released a new podcast episode (Season 3, Episode 3.6) that reviews the definition of hospitality costs, and places them in the Tri-Agency context to go over what the institutional and Tri-Agency requirements are for submitting expense claims related to hospitality.CWL is…
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Managing Research Funds: Timely Topics (April 30, 2026)
Learn more about the annual US Fed Single Audit, post-award financial administration for Mitacs grants, FY26 Form 300 process / timeline, and more!
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New podcast episode: US Fed Administrative Requirements for Equipment Purchased
Research Finance has released a new podcast episode (Season 3, Episode 3.5) that looks at the administrative requirements established by the US Federal Government when using their funds provided as assistance (ie. research grants) towards purchasing equipment, including those requirements that…
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New podcast episode: Understanding financial misconduct in research
Research Finance has released a new podcast episode (Season 3, Episode 3.4) that discusses with a colleague in Enterprise Risk and Assurance (Internal Audit) about what financial misconduct is, who should be involved in monitoring for it, and what to do if financial misconduct is identified or…