Previous Training Events and Materials

Previous Training Events


TAGFA Topics (May 24, 2024)
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Learn more about: TAGFA, with special focus on expense eligibility, Form 300 reporting, and administrative considerations.
Timeline for the Tri-Agency Statement of Account (Form 300) for the year ended Mar 31, 2024

Timeline for the Tri-Agency Statement of Account (Form 300) for the year ended Mar 31, 2024
Managing Research Funds: Timely Topics for Administrators and Finance Managers (Mar 22, 2024)
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Learn more about: Year-end Over-expenditure Clearance, Delegation of Signing Authority, US Fed Single Audit items, and Best Practices for Grants Administration
TAGFA Refresher: For Principal Investigators and Grant Managers (Feb 23, 2024)
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Learn more about: Financial and Administrative considerations within TAGFA. For new and experienced PIs and GMs.
Managing Research Funds: For Administrators and Finance Managers (Jan 26, 2024)
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Learn more about: • TAGFA principles refresher • Tri-Agency grant administrative processes • One-time payments on Workday • Unrestricted research grants
Managing Research Funds: FOR PRINCIPAL INVESTIGATORS AND GRANT MANAGERS (Nov 28, 2023)
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Learn more about: subgrants and administrative considerations
Managing Research Funds: Timely Topics for Administrators and Finance Managers (Oct 13, 2023)
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Learn more about: delegation of signing authority; deferrals (Tri-Agency grants); NIH sub-awards to non-US entities; US Fed equipment registers
MANAGING RESEARCH FUNDS: TIMELY TOPICS FOR ADMINISTRATORS AND FINANCE MANAGERS (MAY 26,2023)
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Learn more about: Workday reports - Grants Ledger Summary vs. Grants Cash Ledger Summary, TAGFA - leaves and deferrals, US Fed Grants - equipment registers...
MANAGING RESEARCH FUNDS: FOR PRINCIPAL INVESTIGATORS AND GRANT MANAGERS (MAR 31,2023)
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Learn more about: TAGFA, EDI, and Use of Grant Funds; Sub-granting funds to other institutions; Form 300 Process for Year-End FY 2023; available online reso...
MANAGING RESEARCH FUNDS: TIMELY TOPICS FOR ADMINISTRATORS AND FINANCE MANAGERS (MAR 9,2023)
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Learn more about:TAGFA and UBC's Business Expense Rules;FY 23 Form 300 timeline and process;FY 23 Year-End Over-expenditure Clearance process;US Fed audit...
MANAGING RESEARCH FUNDS: AN INTRODUCTION TO SPONSORS AND SUPPORT SERVICES (OCT 28,2022)
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Learn more about:Support provided by Research Finance in managing your funding;Major research funders and their processes, policies and compliance
MANAGING RESEARCH FUNDS: POST-AWARD TOOLS AND PROCESSES FOR PRINCIPAL INVESTIGATORS (SEP 23,2022)
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Learn more about:US Fed (eg. NIH, DoD) Grant Post-Award Best Practices;Tri-Agency Grants and UBC's Business Expense Rules
MANAGING RESEARCH FUNDS: TIMELY TOPICS FOR ADMINISTRATORS AND FINANCE MANAGERS (SEP 16,2022)
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Learn more about:US Fed (eg. NIH, DoD) Grants Post-Award Requirements;Tri-Agency Grants and UBC's Business Expense Rules
AN INTRODUCTION TO SPONSORS AND SUPPORT SERVICES (JULY 22,2022)
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Learn more about:Support provided by Research Finance in managing your funding;Major research funders and their processes, policies and compliance
MANAGIN RESEARCH FUNDS: POST-AWARD TOOLS AND PROCESSES FOR PRINCIPAL INVESTIGATORS (June 23,2022)
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Learn more about:research grants dashboard and associated reports;subgranting processes;Form 300 availability and timeline

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