Grants Management Seminar 2024-2025

Includes Multiple Live Events. The next is on 03/12/2025 at 8:00 AM (EDT)

Date: 03/12/2025

Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH 43082 | OR Online via Zoom

Fee: $100 (Member) / $200 (Non-Member)

This seminar is designed to develop a general understanding of the role and responsibilities of district personnel when managing grants, provide knowledge and best practices in the area of grants management, and discuss requirements outlined in Federal Uniform Guidance (2 CFR 200) & the Education General Administrative Regulations (34 CFR Part 76). 


Agenda

8:00 a.m.
Welcome & Introductions

8:15 a.m.
DEW  - Grants Management  (CPIM Applicable)
Managing a Grant
Requesting Funding (Project Cash Request)
Closing out a Grant Final Expenditure Reports
Support Documentation
Kim Zwayer, Grants Management ODEW

9:30 a.m.
Break

9:45 a.m.
DEW – External Monitoring (CPIM Applicable)       
What is a Monitoring vs. Single Audit
How Do I Prepare for a review
What are Common Issues?
Sarah James and Candace Pilkington, External Monitoring, ODEW

11:15 a.m.
Lunch

12:00 p.m.
State and Federal Grants Management 
Uniform Guidance
Brian Jones, CFO, ODEW

1:15 p.m.
Break

1:30 p.m.
Office of Exceptional Children’s Resource Management (CPIM Applicable)         
IDEA MOE
IDEA Non-Equitable Services
Sarah James, External Monitoring Manager, ODEW

2:20 p.m.
Break

2:30 p.m.
ED STEPS
Rachel Hand, ED STEPS Program Manager, ODEW

3:30 p.m.
Conclusion and Q & A

Kim Zwayer

Financial Analyst Supervisor, Office of Grants Administration, Ohio Dept. of Education & Workforce

For over 20 years, Kim Zwayer has served in various roles with the Ohio Department of Education and Workforce. Kim currently serves as a Financial Analyst Supervisor in the Office of Grants Administration.  Kim leads a team who are responsible for the day-to-day fiscal operations. These functions include assisting constituencies in establishing effective fiscal management for grants, which encompasses monitoring and approving payments to grantees. Her team serves as an agency point of contact, providing sound guidance to ensure grant fiscal provisions are met.                                                                     

Kim’s past duties include serving as lead contact between the state education agency and the U.S. Department of Education for Ohio school districts' Indirect Cost Rate Plan Delegation Agreement.  She also served nationally in providing her expertise on the impact COVID dollars had on indirect cost rates.

Sarah James

Assistant Administrator, IDEA Resource Management Team, Ohio Dept. of Education & Workforce

Sarah James is an Assistant Administrator with the Ohio Department of Education and Workforce, leading the IDEA Resource Management Team in the Office of Fiscal – Administration. The IDEA Resource Management Team supports school districts and community schools in their use of federal IDEA Part B funds. The team also manages the fiscal requirements of the 30+ state-level projects funded with federal and state monies that are focused on the improvement of outcomes for students with disabilities.

Sarah joined the Department in 2018 as an Education Program Specialist in the Office of Federal Programs before joining the IDEA Resource Management Team in 2020. She came to Ohio after serving on the state team for the Part C program in West Virginia, providing a system of services and supports for children with disabilities ages birth to three. 

Candace Pilkington

External Auditor Supervisor, Ohio Dept. of Education & Workforce

Brian Jones

CFO, Office of Fiscal, Ohio Department of Education & Workforce

Brian currently serves as the Chief Financial Officer (CFO) of the Ohio Department of Education and Workforce. Brian has a quarter century of senior leadership experience in Ohio’s state education agency guiding its fiscal and grant responsibilities.

Leading Ohio’s education agency team on grant and fiscal mandates for nearly two decades, Brian guides a large team with a multi-billion dollar portfolio of fiscal oversight mandates. Those mandates encompass federal financial compliance, internal control structure, risk assessment and subrecipient monitoring for the agency.

Prior to joining the state education agency, Brian served as an Audit Supervisor with both the Auditor of State (AoS) and the Ohio Department of Development.  During his tenure with the AoS, he led the agency’s auditing responsibilities of the Department Human Services at both the state and county levels.  While with the Department of Development, he was responsible for financial/programmatic compliance audits and technical assistance to numerous cities, counties and not-for-profits.

Brian is seen as a national leader in education fiscal policy, and he has presented at both state and national level conferences on both fiscal management and auditing in the education environment. 

Rachel Hand

ED STEPS Program Manager - Office of Federal Programs, Ohio Dept. of Education & Workforce

Rachel Hand is the management analyst for the Ohio Department of Education, Office of Federal Programs. She works closely on several key projects within the office including ED STEPS, COVID relief funding requirements and annual reporting for Education Stabilization Funds. Rachel has worked for the state of Ohio for the past three years with most of her experience focused on low-income programs such as Medicaid, SNAP and TANF. Rachel holds a Master of Public Administration degree from the John Glenn College of Public Affairs from The Ohio State University and a Bachelor of Science from Michigan State University. 

Key:

Complete
Failed
Available
Locked
Grants Management 2024-2025
03/12/2025 at 8:00 AM (EDT)   |  8 hours, 30 minutes
03/12/2025 at 8:00 AM (EDT)   |  8 hours, 30 minutes
Grants Management Seminar - DEW - Grants Management
03/12/2025 at 8:00 AM (EDT)  |  60 minutes
03/12/2025 at 8:00 AM (EDT)  |  60 minutes
Grants Management Seminar - DEW - External Monitoring
03/12/2025 at 9:45 AM (EDT)  |  90 minutes
03/12/2025 at 9:45 AM (EDT)  |  90 minutes
Grants Management Seminar - State and Federal Grants Management
03/12/2025 at 12:00 PM (EDT)  |  75 minutes
03/12/2025 at 12:00 PM (EDT)  |  75 minutes
Grants Management Seminar - Office of Exceptional Children’s Resource Management
03/12/2025 at 1:30 PM (EDT)  |  50 minutes
03/12/2025 at 1:30 PM (EDT)  |  50 minutes
Grants Management Seminar - ED STEPS
03/12/2025 at 2:30 PM (EDT)  |  60 minutes
03/12/2025 at 2:30 PM (EDT)  |  60 minutes
Course Survey
7 Questions
CPIM Submission Form
By downloading the CPIM Certification of Hours Form, I acknowledge that I have watched the video in it's entirety and am now eligible to submit to TOS for CPIM credit.
By downloading the CPIM Certification of Hours Form, I acknowledge that I have watched the video in it's entirety and am now eligible to submit to TOS for CPIM credit. The Treasurer of State’s office is implementing a new system for submitting for CPIM credits. With this system, attendees will no longer be able to access their MyCPIM accounts as of August 1, 2024. For the new process, please download the interactive PDF and complete all information fields. Once the form is filled out, please send the form directly to TOS.
Contact Hours
6.00 Contact Hours credits  |  No certificate available
6.00 Contact Hours credits  |  No certificate available
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