Thompson Grants a division of CBIS


Webinar • Thursday, September 21, 2017 • 1:00-2:30 p.m. ET


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(Available for viewing
until 09.21.2018)

$249.00 Site Visits: How to Prepare, Impress and Come Out Finding-Free (OnDemand)

Call 1.800.677.3789.

Webinar Details

Prerequisites: None

Recommended Field of Study: Specialized Knowledge and Applications

Program Knowledge Level: Update

Advanced Preparation: None

Federal and state grant program site visits are not as daunting as audits, but do not be lulled into a false sense of security! There are too many horror stories about “routine” site visits that go wrong and leave grantees scrambling to recover from a negative report and findings.

How does it happen? Individuals are unprepared for interview questions. They can’t produce requested documents. The content or quality of recordkeeping falls short of expectations. Policies and procedures are not in order. A chance comment during the visit triggers concerns.

Bottom line: Opportunities for mistakes and missteps are everywhere! But so are opportunities to prepare your team so well that site visits produce ZERO findings. This webinar will show you where to start.

Register now for Site Visits: How to Prepare, Impress and Come Out Finding-Free.

In this 90-minute webinar, grantees learn how to prepare for and participate in federal program site visits. An expert on post-award grant management, Toni DeMaglio presents best practices—and horror stories—to explain what it takes to reduce the risk of receiving findings for a site visit that goes wrong.

Know what to expect.  DeMaglio clears the confusion in areas such as the authority of the federal awarding agency. She points out how to avoid mistakes and misunderstandings about monitoring expectations under the Uniform Grant Guidance and what documents you should be prepared to present.  Plus, you will have the chance to ask your own questions during the Q&A portion of the webinar.

Reserve your space now to minimize mistakes during grant program site visits, including how to:

  • Communicate with the federal awarding agency ahead of time to gain an advantage in preparing for the upcoming visit
  • Conduct a self-assessment of institutional policies and procedures, grant files and documents
  • Prepare the individuals the agency will interview
  • Anticipate commonly asked questions and what documents are most likely to be scrutinized during the visit
  • Understand the role of the federal program staff
  • Avoid the most-common mistakes grantees make during site visits
  • Understand what happens when site visits go wrong, including the possible consequences of having the federal awarding agency receive a negative report or findings

Remember, site visits may be routine, but they can also go wrong in the blink of an eye.  Instead, take this opportunity and let a seasoned grants professional show you how to shine.

Register now for Site Visits: How to Prepare, Impress and Come Out Finding-Free.

This webinar is of value to federal grant recipients, including state, local and tribal governments; nonprofits; institutions of higher learning; and hospitals. Attendees who will benefit most include:

  • Project directors
  • Principle investigators
  • Grant managers
  • Research administrators


Toni Demaglio

Toni DeMaglio is currently responsible for the post-award grant management at Seminole State College of Florida. In this capacity, she provides interpretation of policies and rules to insure the conformance of federal and state laws, rules, regulations and agency/program policies. Her primary responsibility is to keep grants in the state of audit-readiness by providing technical assistance to college personnel in the areas of fiscal integrity as they relate to programmatic activities. She works closely with project directors and financial services to prevent and identify activities and charges that would be unallowable under grant regulations, and if required, recommends corrective action plans. Toni designs College grants management training for grant project directors, administrators and support staff.  She also assures that statutory/administrative requirements and grant conditions have been met during the closeout of each grant.

In her 15 years of post-award management she has served in a grants compliance officer capacity at two institutions. Her pervious grants management experience includes serving as a project director for federal, state, and private grants, under her leadership, grants consistently exceeded their objectives.

Her consultant experience has included being retained as a compliance expert for a US Department of Labor grant; assessing post-award management gaps and recommending processes and procedure improvements; and assessing post-award management needs and designing grants management professional development training. She is often requested to present at national and statewide conferences on compliance and grant management issues; and has served as a peer panel reviewer for seven federal grant award competitions. Toni has chaired the Education Committee for the National Grants Management Association and served as a Director for the National Grants Management Association Board. She served as one of the six subject matter experts who developed the content of the Body of Knowledge for the Specialist Certification in Grants Management.

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