Previous Training Events and Materials
Previous Training Events
Things to Prepare For as Your Grant Approaches Close-Out (Mar 28, 2025)
-Learn more about: What needs to happen as grant funding nears its end date, processes for close-out, residual funds handling & sponsor-specific requirement
Things to Know in Advance of Year-End (Feb 28, 2025)
-Learn more about: Preparations for research grants in advance of year-end processes.
TAGFA Refresher (Jan 22, 2025)
-Learn more about: Financial and administrative considerations within TAGFA.
Managing Research Funds: Audit Preparations (Nov 27, 2024)
-Learn more about: The purpose and objectives of a financial audit; when audit preparations should begin; how to prepare for a financial audit for research grant
Managing Research Funds: Understanding Expense Eligibility for Sponsored Research Grants (Oct 4, 2024)
-Learn more about: Expense eligibility based on UBC's policies and rules, external sponsors' use of funds guidelines/terms & conditions.
Managing Research Funds: Understanding Cost Transfers for Sponsored Research Grants (Sept 13, 2024)
-Learn more about: What cost transfers are, the guidelines and restrictions around them as established by external sponsors, UBC's requirements, and examples.
Managing Research Funds: US Fed Grants - Use of Funds and Post-Award Considerations (Jun 28, 2024)
-Learn more about: Use of funds and key post award considerations in the context of US Federal grants.
TAGFA Topics (May 24, 2024)
-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)
-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)
-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)
-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)
-Learn more about: subgrants and administrative considerations
Managing Research Funds: Timely Topics for Administrators and Finance Managers (Oct 13, 2023)
-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)
-Learn more about: Workday reports - Grants Ledger Summary vs. Grants Cash Ledger Summary, TAGFA - leaves and deferrals, US Fed Grants - equipment registers...