Career Development Solutions for Individuals Includes courses in: Acquisition & Contracting Financial Management Grants & Assistance Human Capital & HR Leadership & Management Project & Program Management FeatureD CourSeS For top performance March 2015 to December 2015 Contract Holder Contract GS-02F-0010J 888.545.8575 www.managementconcepts.com
Cultivate Your Leaders of Tomorrow, today. You have a vision of the future for your workforce. Let us help you achieve it. Whether you are identifying and planning for challenges, overcoming obstacles, or instituting sustainable changes, Management Concepts trusted consultants can help guide your organization through any workforce transformation process. Visit www.managementconcepts.com/hcs or call 888.545.8575 to connect with our trusted consultants for all your workforce planning and development needs. 888.545.8575 www.managementconcepts.com
InDIVIDuaL training BroaD SeLeCtIon of offerings 250 industry-respected COTS Courses & 12 FLeXIBLe DeLIVerY options Who We are and What We Do organizational SoLutIonS Creating a roadmap for workforce development. years of service Assessments Human Capital Services Coaching & Mentoring Program Support Staffing Classroom (instructor-led) Group Training (at your location) Blended (online & classroom) Management Concepts is the premier provider of performance improvement and talent management solutions for the Federal government. Learning & Development Programs Learning Management Services Facilitation & Collaboration Services Custom Content & Curriculum Development Instructor-Led Online Instructor-Facilitated Online Self-Study the management ConCeptS DIFFerenCe SuBJeCt areas Acquisition & Contracting Business Analysis & Data Analytics Financial Management Grants & Assistance Human Capital & Human Resources Leadership & Management Project & Program Management Group LearnInG JAN DEC Group sessions delivered annually timely, relevant, and immediately applicable content nationally-recognized continuing education options training LoCatIonS Choose what you want, where you want it, and on a schedule that aligns with your business cycle. more than 1 million individuals, teams, and organizations served We ll work with you to provide assessments, course material, and follow-on services to fit your specific needs whether that s a CotS training course or a customized learning solution. SatISFaCtIon GuaranteeD Find classes across the U.S., around the globe, and online! unleashing the potential of Individuals, Teams, and Organizations 3
General InformatIon...4-5 about acquisition & Contracting... 6 additional acquisition & Contracting Courses... 21 about Grants & assistance... 22 additional Grants & assistance Courses... 35 about financial management... 36 additional financial management Courses... 47 about leadership & management... 48 additional leadership & management Courses... 57 about Project & Program management... 58 additional Project & Program management Courses... 65 about Human Capital & Hr... 66 additional Human Capital & Hr Courses... 71 registration Information for open enrollment Classes... 73 Credits and Professional Certification training...74-75 alphabetical listing of Courses... 76 Delivery method Index Instructor-led Instructor-facilitated Instructor-led live Classroom Group onsite online training online training acquisition & ContraCtInG Page Contracting Officer s Representative Course 7 Advanced COR Workshop 8 Contract Administration 9 COR Refresher 10 CON 121: Contract Planning 10 CON 124: Contract Execution 11 CON 127: Contract Management 11 CON 170: Fundamentals of Cost and Price Analysis 12 FCN 190: FAR Fundamentals 13 CON 270: Intermediate Cost and Price Analysis 14 CON 280: Source Selection and the Administration of Service Contracts 15 CON 290: Contract Administration and Negotiation Techniques in a Supply Environment 16 CON 360: Contracting for Decision Makers 17 CON 244: Construction Contracting 18 Statement of Work (SOW) Workshop 19 Writing Performance Work Statements (PWS) 19 Performance-Based Service Acquisition 20 table of Contents Grants & assistance 4 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts Page Introduction to Grants and Cooperative Agreements for Federal Personnel 23 Monitoring Grants and Cooperative Agreements for Federal Personnel 24 Subawarding for Pass-Through Entities: Designing Accountable Programs, Selecting Subrecipients, and Monitoring Subgrants 25 Managing Federal Grants and Cooperative Agreements for Recipients 26 Applying for Federal Grants and Cooperative Agreements 27 Accountability for Federal Grants: Planning, Measuring, and Reporting Grant Performance 28 Uniform Administrative Requirements for Federal Grants: 2 CFR 200 (Subparts A-D) 29 Cost Principles for Federal Grants: 2 CFR 200 (Subpart E) and FAR 31.2 30 Evaluating Federal Funds Management Capabilities of Recipients and Subrecipients 31 Audit of Federal Grants and Cooperative Agreements: 2 CFR 200 (Subpart F) 32 Financial Administration of Federal Grants for Recipients 33 Advanced Cost Principles: Avoiding Problem Areas and Responding to Questioned Costs 34 Federal Assistance Law 35 financial management Federal Financial Management Overview 37 Appropriations Law Seminar 38 The Antideficiency Act 39 Appropriations Law Refresher and Update 39 Budget Analyst s Essential Guide to Formulation, Justification, and Execution 40 Budget Estimating Using Microsoft Excel 41 Budgeting and Accounting: Making the Connection 41 Internal Controls: Meeting Federal Requirements for Accountability 43 Forensic Auditing: Detection and Prevention of Fraud 44 Audit Boot Camp 44 Federal Accounting Fundamentals 45 Page
financial management (continued) Page Preparation and Analysis of the SF 133 46 U.S. Standard General Ledger: Practical Applications 46 leadership & management Page Leadership and Management Skills for Non-Managers 49 Leadership Skills and Techniques 49 Critical Thinking for Problem Solving 50 From Tactical to Strategic Thinking 50 Navigating Change in Turbulent Times 51 Supervising Employee Performance 52 Interpersonal Skills: Developing Effective Relationships 52 Business Writing 53 Briefing and Presentation Skills 53 Analytics Boot Camp 54 Principles of Analytics 55 Data Collection Techniques 55 Data Analysis and Modeling Techniques 56 Evaluating and Presenting Analysis Results 56 We ve Got the Training You Need... Where You Need It Management Concepts offers public open enrollment classes in more than 25 cities across the nation.* With more than 2,000 classes held across the nation each year, we do our best to bring you the training you need to ACCeLeRATe YOUR CAReeR. ProjeCt & ProGram management Page Project Management Principles 59 Leadership and Communication Skills for Project Managers 60 Agile Project Management for the Federal Environment 61 Project Risk Management 61 PMP Exam Prep Boot Camp 64 Managing Scope, Schedule, and Cost 65 Human CaPItal & Hr Page HR Boot Camp 67 HR Analytics 68 Federal Workforce Planning 68 The Federal HR Business Partner 69 World Class Customer Service in HR 69 Labor and Management Relations 70 Employee Relations 70 Federal Talent Acquisition 71 For a list of cities where our public open enrollment classes are held, please visit www.managementconcepts.com/traininglocations. * We also offer onsite group training at the location of your choice! For more information about onsite group delivery, please call 888.545.8575. Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 5
management ConCeptS Completing a Management Concepts certificate program demonstrates your ongoing commitment to, and investment in, your professional development and the success of your organization. Our certificate programs offer a wide variety of elective courses, making it easy to match your curriculum to your specific requirements, interests, and goals. We provide guidance to help you develop a personal plan structured around your professional development needs. Many of our courses fulfill core or elective requirements of a certificate program or track in one of the following subject areas. Look for the color-coded notations on eligible course pages. Federal Financial Management Certificate Program (FFMCP) Grants Management Certificate Program (GMCP TM ) Leadership & Management Project & Program Management how the programs Work step 1: CHoose Your ProGram Identify your program and specific track (if applicable). step 2: enroll In the ProGram Submit the Letter of Intent, found on our website at www.managementconcepts.com/loi. step 3: select and register for Courses Register for your first course by calling 888.545.8575 or register online at www.managementconcepts.com. step 4: ComPlete the requirements You must complete all program requirements within three years of the first day of the first course taken. You must attend all classes in their entirety and pass final examinations (if required as part of the course) to receive full credit in the program. step 5: GraDuate Upon graduation, you will receive a framed certificate recognizing your achievement. Learn more! To enroll in a certificate program or learn more about customizing a program for your team or organization, visit our website at www.managementconcepts.com/cp. federal financial management Certificate Program (ffmcp) Management Concepts Federal Financial Management Certificate Program (FFMCP) is a professional development program designed to enhance and accelerate career growth for accountants, auditors, budget analysts, and financial managers. Choose to complete an Associate s or a Master s certificate in any of the four tracks. Choose Your ffmcp track Accounting Track Gain an understanding of Federal accounting techniques and procedures along with the practical skills needed for this rapidly changing field. Auditing Track Acquire foundational knowledge and build the skills critical to effective engagement in audit activities in today s accountability-driven, performance-focused environment. Budgeting Track Understand the latest policies and learn how to develop, execute, monitor, and adjust budgets to meet guidelines. Federal Financial Management Track Answer today s most critical financial management questions: How are budgets prepared? How does appropriations law limit the use of funds? additional Information Our financial management courses begin on page 37 of this catalog. For additional information, including courses within these programs, please visit www.managementconcepts.com/ffmcp. The Chief Financial Officers (CFO) Council established core competencies that identify the knowledge, skills, and abilities required for positions in Federal financial management. Management Concepts financial management courses support these core competencies for accountants, auditors, budget analysts, and financial managers. 6
Grants Management Certificate Program (GMCP ) Management Concepts Grants Management Certificate Program (GMCP ) sets the industry standard for comprehensive professional education in the grants field. Based upon information gathered from personnel in all areas of the grants community about typical job duties and tasks, this competency-based program is designed to parallel the skills and knowledge required on the job. Choose Your GMCP track Federal Track Gain the foundational knowledge you need to award and monitor grants and cooperative agreements effectively from preaward through closeout. Pass-Through Track Maximize the success of your subaward programs through the development of accountable subaward processes, effective monitoring measures, and other key grants management best practices. Recipient Track Learn how to win grants and manage awards for compliance and results from successfully identifying assistance opportunities and submitting applications to understanding Federal grants regulations and reporting performance. additional Information Our grants management courses begin on page 23 of this catalog. For additional information, including courses within these programs, please visit www.managementconcepts.com/gmcp. The National Grants Management Association (NGMA) recommends Management Concepts Grants Management Certificate Program as a valuable professional development tool for the grants community. leadership & management Our leadership and management certificate programs are uniquely built to expand skill sets for individuals who want to develop leadership and management capabilities, acquire or improve analyst skills, and strengthen professional skills. Every organization needs individuals to step up to leadership, no matter their current title or role. It s never too early or late in your career to build skills that allow you to better plan, coach, mentor, or motivate others to perform. These programs provide the knowledge and skills needed to lead from any level within your organization. Choose Your Program Analytics Certificate Program Acquire the technical and conceptual analytical skills you need to make high-quality decisions and answer your organization s toughest questions. Leadership Certificate Program Gain the knowledge and experience needed to successfully prepare for new leadership roles, increase emotional intelligence, handle complex problems, and lead change. Professional Skills Certificate Program Strengthen the core communication and interpersonal skills needed to perform your job successfully and advance your career. Supervision Certificate Program Develop the critical supervisory skills you need to effectively hire and develop others, monitor performance, solve problems, and build effective teams. additional Information Our leadership and management courses begin on page 49 of this catalog. For additional information, including courses within these programs, please visit www.managementconcepts.com/cp. Project & Program management Master the best practices for managing programs and projects, and develop skills to prepare an organizational strategy. Choose Your Program Agile Certificate Program Demonstrate the application of Agile project management methodologies to projects with an Associate s or Master s certificate. These courses will prepare you for various industry Agile certification exams. Business Analysis/Requirements Management Certificate Program Integrate the skills needed to manage the requirements of any process or IT change with an Associate s or Master s certificate. These courses will prepare you to take the CBAP certification. IT Project Management Certificate Program Earn an Associate s or Master s certificate in IT and learn to effectively manage and execute complex IT, software development, and communications projects. Program Management Certificate Program Develop expertise in managing multiple complex projects and aligning results to organizational strategy and objectives. Project Management Certificate Program Build your technical knowledge and management skills with an Associate s or Master s certificate. These courses will prepare you to take PMI s PMP and CAPM certification exams. Systems Engineering Certificate Program Master a systematic approach to analyzing user needs and turning them into systems requirements. additional Information Our project and program management courses begin on page 59 of this catalog. For additional information, including courses within these programs, please visit www.managementconcepts.com/cp. 7
AC about acquisition & Contracting What our acquisition & Contracting Students are Saying... Contracting officer s representative Course (See page 7) The topics covered in this course addressed some critical issues that can be improved in my contracting department. Con 270: Intermediate Cost and Price analysis (See page 14) The instructor explained the complex aspects of cost and price analysis in a clear, concise, and understandable manner. Management Concepts provides the most relevant, up-to-date, and practical content on governmentwide acquisition and contracting regulations, case law, and best practices to help you remain current and to improve performance. We hold more than 750 introductory, advanced, and specialized classes in acquisition and contracting, as well as helpful related programs in real property leasing and personal property management. Although our courses are designed specifically for Federal civilian and DoD agencies, they also can help government contractors understand the regulations that guide the Federal acquisition system. Dau-equivalent, FaI Verified We offer DAU-equivalent and FAI Verified courses to support both FAC-C and DAWIA certification training requirements. this Just In... Check out our new and revised courses look for the new! stamp throughout the Acquisition & Contracting course pages. Improve Job performance! Acquisition teams succeed with onsite training and follow-up coaching from our expert instructors. Where & how You Want It Need an in-person custom package of classes, tailored to specific solutions for your agency? Visit www.managementconcepts.com/deliveryoptions. AccelerAte Your Career CertIFICate programs Many of our courses fulfill core or elective requirements of a certificate program or track in one or more of the following subject areas (see pages 4-5). Look for the color-coded notations on eligible courses. federal financial management Certificate Program (ffmcp) Grants Management Certificate Program TM (GMCP TM ) leadership & management Project & Program management 8 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
a C qui s I t I on & C ontrac t Ian CG qui : CoNTRACTING s I t I on & C ontrac officet R I n S G RePRe S e NTATIVe TRAINING Contracting officer s representative Course This comprehensive training course is designed to provide non-contracting personnel with knowledge of the Federal acquisition process as well as the knowledge and skills to execute their responsibilities as a representative of the contracting officer, including Contracting Officer s Representatives (CORs), Contracting Officer s Technical Representatives (COTRs), Technical Officers (TOs), and Project Officers (POs). This course meets the Federal Acquisition Certification-Contracting Officer s Representatives (FAC-COR) Program training requirements for Level II Certification. It is also equivalent to the Defense Acquisition University (DAU) COR 222: Contracting Officer s Representative Course, which is required for Department of Defense (DoD) Types B and C COR Certification. Some agencies recognize this course as satisfying their procurement ethics training requirement. Students can earn 40 CLPs by successfully completing this course. Individuals seeking to satisfy their FAC- COR continuing education requirement (40 CLPs every two years) should consider taking Advanced COR Workshop. Describe the COR s role and authority in the acquisition process Participate in acquisition planning, contract formation, and contract administration Develop a contract administration plan Maintain appropriate documentation and communications Monitor contract performance Assist the contracting officer with processing changes, equitable adjustments, claims, disputes, and appeals COR Delegation and Responsibilities The role of the COR Actual vs. apparent authority COR/contracting officer relationship Ethics in Government Contracting Standards of ethical conduct Identifying fraud The COR s Role in Acquisition Planning The acquisition planning process Types of requirements documents Independent government cost estimates Purchase requests Contract Award Elements of a contract Competition requirements Contract types Options Small business programs Evaluation and source selection What s in a Contract? Uniform contract format Dealing with contract ambiguities Communication and Documentation Limits on communications Postaward orientations COR files and workplan Monitoring Contract Performance Monitoring technical, schedule, and cost performance Security and safety monitoring Inspection, Acceptance, and Payment Performing inspection and acceptance Reviewing and processing contractor invoices Contract Modifications Reasons for modifying a contract What is in scope? Improper Contract Changes Unauthorized commitments How to avoid improper changes Dealing with Unsatisfactory Performance COR actions in response to contractor performance problems Remedies Closeout Actions Documenting contractor performance Other closeout actions Special Considerations for Service Contracts Special Considerations for Construction Contracts Special Considerations for R&D and Major Systems Contracts CertIFICate program: Project & Program management Course 1070 5 days $1,069 Call for info 888.545.8575 albuquerque, nm Mar 2-6, 2015... 15107011 atlanta, Ga apr 20-24, 2015... 15107023 Nov 2-6, 2015... 15107062 Baltimore, md Mar 16-20, 2015... 15107015 Boston, ma aug 24-28, 2015... 15107048 Chicago, Il Sep 21-25, 2015... 15107053 Denver, Co May 11-15, 2015... 15107027 Jun 15-19, 2015... 15107033 aug 24-28, 2015... 15107046 oct 19-23, 2015... 15107058 Kansas City, Ks May 11-15, 2015... 15107028 las Vegas, nv May 4-8, 2015... 15107026 orlando, fl Dec 7-11, 2015... 15107067 Phoenix, az Nov 16-20, 2015... 15107063 Portland, or aug 10-14, 2015... 15107043 san antonio, tx Mar 9-13, 2015... 15107013 Sep 14-18, 2015... 15107051 san Diego, Ca apr 13-17, 2015... 15107021 aug 3-7, 2015... 15107042 Nov 2-6, 2015... 15107061 san francisco, Ca Sep 14-18, 2015... 15107050 seattle, Wa apr 6-10, 2015... 15107018 Jun 22-26, 2015... 15107036 Nov 30-Dec 4, 2015... 15107065 Mar 2-6, 2015... 15107010 Mar 16-20, 2015... 15107014 apr 6-10, 2015... 15107019 May 11-15, 2015... 15107029 Jun 8-12, 2015... 15107032 Jul 13-17, 2015... 15107038 aug 10-14, 2015... 15107044 aug 31-Sep 4, 2015... 15107049 oct 5-9, 2015... 15107056 Nov 30-Dec 4, 2015... 15107066 Mar 9-13, 2015... 15107012 Mar 23-27, 2015... 15107016 Mar 30-apr 3, 2015... 15107017 apr 13-17, 2015... 15107020 apr 20-24, 2015... 15107022 apr 27-May 1, 2015... 15107024 May 4-8, 2015... 15107025 May 18-22, 2015... 15107030 Jun 1-5, 2015... 15107031 Jun 15-19, 2015... 15107034 Jun 22-26, 2015... 15107035 Jul 6-10, 2015... 15107037 Jul 20-24, 2015... 15107039 Jul 27-31, 2015... 15107040 aug 3-7, 2015... 15107041 aug 17-21, 2015... 15107045 aug 24-28, 2015... 15107047 Sep 14-18, 2015... 15107052 Sep 21-25, 2015... 15107054 Sep 28-oct 2, 2015... 15107055 oct 19-23, 2015... 15107057 oct 26-30, 2015... 15107059 Nov 2-6, 2015... 15107060 Nov 16-20, 2015... 15107064 Dec 7-11, 2015... 15107068 Dec 14-18, 2015... 15107069 nasba CPe CreDIts: 40 Field of Study: Finance Course Level: Basic PDu CreDIts: 35 PrerequIsItes: None ace recommendation: December 2013 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in Business Administration, Acquisition Management, Procurement, Purchasing, or Public Administration. Course format: Lecture, discussion, exercises, independent readings, review quizzes, and final exam Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 9
a C qui s I t I on & C ontrac t I n G advanced Cor Workshop This course is specifically designed to fulfill the Federal Acquisition Certification-Contracting Officer s Representatives (FAC-COR) requirement for continuous learning (40 CLPs every two years). FAC-COR certified professionals will increase their mastery of the FAC-COR competencies by applying them in an in-depth case study for a Performance-Based Service Acquisition (PBSA). Students will navigate complex acquisition situations ranging from acquisition planning to contract management. This course will help students develop critical thinking, procurement strategy, requirements definition, and contract management skills necessary for successful contract performance. Through individual and team activities, students will make acquisition strategy recommendations, conduct market research, draft requirements and Quality Assurance Surveillance Plan (QASP) documents, create meaningful evaluation factors, and develop a detailed plan for managing the contract. Students will confront situations involving contract modifications, faulty contractor reports, performance problems, delays, and invoice payments. Essential Contracting Officer Representative (COR)/ Contracting Officer s Technical Representative (COTR) documentation is emphasized. Pre-Class Assignment: Students must complete reading assignments before the first day of class. These assignments will be available online to students who have enrolled and made tuition payment arrangements. Explain the benefits of PBSA Collect and analyze relevant market information and identify possible sources Recommend acquisition strategies to the acquisition team to ensure supplies or services are available when needed Define the necessary requirements to fill the mission needs Develop technical evaluation factors and subfactors that discriminate between offerors and tie back to technical requirements Identify contract performance risk areas and develop a plan for contract management Monitor contract performance and recommend necessary actions to the contracting officer Recognize situations that require a contract modification and communicate the requirement to the contracting officer Document the contractor s actual performance under the contract Performance-Based Service Acquisition Elements of PBSA Differences between PBSA and nonperformance-based contracts Benefits of PBSA Acquisition Planning and Market Research Plan and implement the acquisition strategy Write the market research report Defining the Requirement Using job analysis to structure performance requirements Contractor surveillance methods Write a Performance Work Statement (PWS) that captures performance requirements Create a QASP that ensures performance goals are met Developing Technical Evaluation Factors Mandatory evaluation factors Characteristics of good evaluation factors Course 1072 5 days $1,069 Call for info 888.545.8575 What agencies have to tell offerors about evaluation factors Suggested approach for developing technical evaluation factors Postaward Planning Major goals of postaward planning The most important areas of the contract for the COR/COTR to review Prepare the COR/COTR workplan Prepare for the postaward orientation conference Inspection and Acceptance Purpose of inspection Conducting and documenting inspections Acceptance of supplies and services Notifying the contracting officer of noncompliance Performance Management Monitor and document contractor performance Identify and resolve performance issues Resolve interruptions in contract performance Review and process contractor invoices Adjust contractor payment for nonperformance Contract Modifications Types of changes and modifications Circumstances that can prompt a contract change Handling contractor requests Contract scope Constructive changes Equitable adjustment Recording and Maintaining Contractor Performance Information Prepare a contractor performance evaluation report Sources of information Contractor rebuttal rights atlanta, Ga Nov 16-20, 2015...15107217 Chicago, Il Mar 30-apr 3, 2015...15107206 Denver, Co Mar 16-20, 2015...15107205 fort Worth, tx May 4-8, 2015...15107208 san francisco, Ca aug 3-7, 2015...15107212 seattle, Wa oct 19-23, 2015...15107215 Mar 9-13, 2015...15107204 May 18-22, 2015...15107209 aug 24-28, 2015...15107213 oct 26-30, 2015...15107216 apr 20-24, 2015...15107207 Jun 8-12, 2015...15107210 Jul 13-17, 2015...15107211 aug 31-Sep 4, 2015...15107214 Nov 30-Dec 4, 2015...15107218 nasba CPe CreDIts: 40 Field of Study: Finance Course Level: Intermediate suggested PrerequIsIte: Contracting Officer s Representative Course ace recommendation: December 2013 to present: In the upper-division baccalaureate degree category, 2 semester hours in Business Administration, Acquisition Management, Procurement, Purchasing, or Public Administration. Course format: Pre-class assignments, lecture, guided discussions, individual and group work on an integrated case study elements of which are graded, and independent readings 10 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
a C qui s I t I on & C ontrac t I n G Contract administration This training course covers critical duties performed by contracting personnel during the contract administration phase of the acquisition process, including contracts for commercial items and those using simplified acquisition procedures. Plan for contract administration Conduct a postaward orientation Make decisions regarding a contractor s use of subcontracts Monitor contractor performance and resolve problems Identify and address delays in performance Modify contracts and exercise options Select and pursue a formal contract remedy and recognize fraud Identify and resolve contract disputes Describe contract claims procedures Terminate contracts for convenience, cause, or default Identify the methods to finance commercial and non-commercial item contracts Close out contracts Contract Administration Planning Review the contract file Determine the level of contract surveillance Develop a contract administration plan Identify personnel to represent the contracting officer Notify the contractor of Contracting Officer s Representative (COR) delegation Postaward Orientation Determine need for postaward orientation Select the type of orientation Plan and conduct the orientation Prepare and distribute a postaward orientation conference report Participate in subcontractor conferences, when appropriate Document the contract file Subcontract Administration Consent to subcontract and advance notification Making the consent decision Contractor purchasing system reviews Make-or-Buy programs Small business subcontracting plans and problems with compliance Performance Monitoring/Quality Assurance Responsibilities of parties Respond to requests from contractors Categories of quality requirements First article testing Acceptance Verify and document performance problems Determine impact of the problem Resolving problems with required sources Delays In Performance Determine whether to stop work Investigate potential or actual delays Identify the type of delay Prepare findings of fact and develop government positions Resolve contractor performance problems informally Contract Modifications, Adjustments, Options, and Orders Bilateral and unilateral modifications Processing a modification Extraordinary contract adjustments Options Task and delivery orders and basic ordering agreements Formal Remedies Determine when formal remedies may be appropriate Cure or show cause notices Liquidated damages Nonconforming supplies or services Warranties Fraud and other civil or criminal offenses Actions to take Disputes, Claims, and Terminations Contract Disputes Act and resolving disputes Alternative Dispute Resolution (ADR) Handling claims Termination Administering Miscellaneous Terms and Conditions Financial Matters Invoices Assignment of claims Administering securities and financial terms Allowability of costs Payment of indirect costs Limitation of cost, funds, or total payment amount Price and fee adjustments Collecting contractor debts Reviewing cost accounting disclosure statements Contract Closeout The contract closeout process CertIFICate program: Project & Program management Course 1022 5 days $1,069 Call for info 888.545.8575 las Vegas, nv Mar 30-apr 3, 2015...15102203 san Diego, Ca Jul 13-17, 2015...15102206 seattle, Wa Jun 1-5, 2015...15102204 Mar 16-20, 2015...15102202 oct 5-9, 2015...15102208 Jun 15-19, 2015...15102205 aug 3-7, 2015...15102207 Dec 7-11, 2015...15102209 nasba CPe CreDIts: 40 Field of Study: Finance Course Level: Basic suggested PrerequIsIte: Introduction to Federal Contracting or Contracting Officer s Representative Course ace recommendation: December 2013 to present: In the upper-division baccalaureate degree category, 2 semester hours in Contract Administration, Acquisition Management, Purchasing, Public Administration, or Business Administration. Course format: Lecture, discussion, exercises, independent readings, and final exam Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 11
a C qui Section s I t I & Header C ontrac t I n G new! Cor refresher This training course will help experienced Contracting Officer s Representatives/Contracting Officer s Technical Representatives (CORs/COTRs) keep pace with the rapidly changing acquisition world, while contributing to the FAC-COR Program s continuous learning requirements. Students should come prepared to discuss troublesome issues they have encountered while performing their COR/ COTR duties. Describe duties, responsibilities, and limits to the authority of a COR/COTR Identify complex issues affecting CORs/COTRs Apply work management techniques to measure contractor performance The Acquisition Process and Responsibilities of CORs The acquisition process The COR s authority COR responsibilities throughout the acquisition process Government Property Government policy Examples of government property Providing and administering government property Intellectual property Monitoring Contractor Performance Purpose of contract monitoring Sources of monitoring requirements Steps for monitoring performance Monitoring contract costs Constructive changes Work Planning, Scheduling, and Measurement Techniques COR workplan Use of Gantt, milestone, network, and Program Evaluation and Review Technique (PERT) charts Work measurements of contracts for services, products, research and development, and construction Measuring progress Subcontracts Subcontracting and government consent Disputes involving subcontractors Labor compliance Enforcing the subcontracting plan Handling defaults by the subcontractor Considerations in monitoring contracts awarded under section 8(a) of the Small Business Act Payment Methods of payment Processing invoices/vouchers Prompt Payment Act Ethics in Government Contracting Procurement integrity and ethical conduct Con 121: Contract Planning This course focuses on planning successful mission support strategies based on the customer s requirements and the contracting environment. Students will learn how to use the Federal Acquisition Regulation (FAR), conduct effective market research, develop alternative acquisition strategies, and identify how various socioeconomic programs support the acquisition planning process. The curriculum for this training course is designed for personnel new to the contracting workforce who are seeking Federal Acquisition Certification-Contracting (FAC-C) or Defense Acquisition Workforce Improvement Act (DAWIA) Level I training and non-contracting personnel who play a role in the acquisition process and require this course for certification in their career field. Given a customer need, reinforce areas of mutual interest within an acquisition environment (requiring activity, contractor, contracting office, and others) Using the FAR and DFARS, locate required information Given a provided mission support area, describe strategic or tactical methods of market research Given a customer need, identify all issues related to developing the applicable requirements documents for an acquisition Given a customer requirement, determine the laws applicable (labor, environment, socioeconomic, and foreign acquisition requirements) to that requirement Given a customer requirement, choose applicable competition requirements Given a customer need, provide sound business advice for an acquisition strategy The Acquisition Environment Strategy and seven steps to better decision making Using the FAR and DFARS The FAR System Strategic and Tactical Market Research Types and benefits of market research Sources of market information Requirements Documents and Associated Laws Developing a requirements document Socioeconomic, labor, and environmental laws Use of Various Types of Contracts Procurement methods and contract types Competition Requirements Requirements over and under the Simple Acquisition Threshold (SAT) Acquisition Strategy Development Acquisition and source selection plans Course 1071 1 day $559 Call for info 888.545.8575 Course 1321 2 days $729 Call for info 888.545.8575 apr 16, 2015...15107105 oct 15, 2015...15107109 Mar 26, 2015...15107112 May 26, 2015...15107106 Jul 23, 2015...15107107 Sep 8, 2015...15107108 Dec 16, 2015...15107110 nasba CPe CreDIts: 8 Field of Study: Finance Course Level: Update suggested PrerequIsIte: Contracting Officer s Representative Course Course format: Lecture and discussion Jun 16-17, 2015...15132103 apr 28-29, 2015...15132102 aug 4-5, 2015...15132104 oct 13-14, 2015...15132105 Dec 8-9, 2015...15132106 nasba CPe CreDIts: 16 Field of Study: Finance Course Level: Basic PrerequIsIte: CON 090: FAR Fundamentals (only required for DoD students assigned to the contracting career field) Course format: Lecture, discussion, practical exercises, independent readings, and final exam 12 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
a C qui s I t I on & C ontrac t I n G new! Con 124: Contract execution The course focuses on executing the acquisition planning through soliciting industry and awarding a contract. It provides students with the knowledge necessary to execute an acquisition that optimizes customer mission performance. Students will learn the techniques and benefits of early industry involvement in shaping requirements. They will also learn basic procedures for acquisition of both commercial and non-commercial requirements, effectively conduct analysis of market data, and determine when a price is fair and reasonable. Finally, students will be taught how to conduct basic competitive acquisitions, process awards, and handle protests before and after contract award. The curriculum for this training course is designed for personnel new to the contracting workforce who are seeking Federal Acquisition Certification-Contracting (FAC-C) or Defense Acquisition Workforce Improvement Act (DAWIA) Level I training and non-contracting personnel who play a role in the acquisition process and require this course for certification in their career field. new! Con 127: Contract management This course builds on the foundation established in CON 121: Contract Planning and CON 124: Contract Execution, and provides students with the knowledge necessary to identify and utilize appropriate metrics when evaluating contractor performance. Students will explore processes for working with their customer to ensure contract performance is meeting mission requirements. They will also explore performance assessment strategies and remedies for contractual noncompliance, how to make and price contract changes after award, handle disputes, and finally how to close out completed contracts. Additionally, students will gain a fundamental knowledge of the characteristics and principles of the contract termination process. The curriculum for this training course is designed for personnel new to the contracting workforce who are seeking Federal Acquisition Certification-Contracting (FAC-C) or Defense Acquisition Workforce Improvement Act (DAWIA) Level I training and non-contracting personnel who play a role in the acquisition process and require this course for certification in their career field. Given a procurement request package, determine if it can be accepted and processed Given a requirement, determine the applicable methods for exchanging information with the vendor Given the specifics of the requirement, determine the components and procedures for preparing an oral or written solicitation Given a solicitation, determine the procedures for processing solicitation responses Given responses to a solicitation, determine the analytical techniques that will be used to evaluate contractors proposals to ensure that both the government and contractor get a fair and reasonable price Given responses to a solicitation, complete the price analysis of a contractor s proposal in order to establish price objective for negotiation Given the results of an evaluation, determine the elements of a negotiation strategy Given results of the evaluation process, determine the procedure taken for contract award Purchase request packages Methods of exchanging information with industry Preparation of oral and written solicitations Processing solicitation responses Analytical techniques in proposal evaluation Proposal analysis and price objectives for negotiation Elements of a negotiation strategy Contract award procedures Apply the major elements of contract administration planning Categorize the policies and procedures for the postaward orientation of contractors Explain the policies and procedures for payment Determine the policies and procedures for payment Describe the policies and procedures for preparing and processing contract modifications Describe the policies and procedures for resolving contract disputes Describe the policies and procedures for the termination of contracts Determine the policies and procedures used for closing out contract files Contract administration planning Postaward orientation of contractors Managing contract performance Policies and procedures for payment Contract modifications Resolving contract disputes Termination of contracts Closing out contract files Course 1324 2 days $729 Call for info 888.545.8575 Course 1327 2 days $729 Call for info 888.545.8575 Jun 18-19, 2015...15132403 apr 30-May 1, 2015...15132402 aug 6-7, 2015...15132404 oct 15-16, 2015...15132405 Dec 10-11, 2015...15132406 nasba CPe CreDIts: 16 Field of Study: Finance Course Level: Basic PrerequIsIte: CON 121: Contract Planning or CON 110: Mission Support Planning Course format: Lecture, discussion, practical exercises, independent readings, and final exam Jun 22-23, 2015...15132703 May 4-5, 2015...15132702 aug 10-11, 2015...15132704 oct 19-20, 2015...15132705 Dec 14-15, 2015...15132706 nasba CPe CreDIts: 16 Field of Study: Finance Course Level: Basic PrerequIsIte: CON 124: Contract Execution or CON 111: Mission Strategy Execution Course format: Lecture, discussion, practical exercises, independent readings, and final exam Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 13
a C qui Section s I t I & CHeader ontrac t I n G new! Con 170: fundamentals of Cost and Price analysis This training course is a Federal Acquisition Certification-Contracting (FAC-C) and Defense Acquisition Workforce Improvement Act (DAWIA) Level I contracting course for GS-1102 contracting personnel. Students will learn foundational knowledge of cost and price analysis and apply quantitative tools to accomplish cost and price analysis in accordance with the Federal Acquisition Regulation (FAR), and the Contract Pricing Reference Guides. Given an acquisition scenario, successfully distinguish various seller pricing strategies Describe the Truthful Cost or Pricing Data statute, including its purpose in mitigating government cost risk Identify the policies and procedures for applying the Cost Accounting Standards Board (CASB) rules and regulations to negotiated contracts and subcontracts Identify the contract cost principles and procedures Given a contracting requirement and market research tools, recognize the essential elements of a market research report Demonstrate ability to execute fundamental quantitative pricing skills Given acquisition situations, determine an appropriate contracting strategy, including the contract type and other incentives Given a contracting scenario, differentiate among financing arrangements, their order of preference, and the situations for use Given a contractor need for contract financing, develop a negotiation strategy considering performance-based payments Accurately differentiate between price and cost analysis Pursuant to FAR 15.4, accurately differentiate the price analysis techniques Given a contracting scenario accurately assess price-related factors Given an acquisition scenario, apply the appropriate price analysis technique Pursuant to FAR 15.4, accurately perform proposal analysis and prepare to present your findings to the SSA for contract clearance As a Procuring Contracting Officer (PCO) responsible to determine a proposed price to be fair and reasonable, successfully summarize the roles and responsibilities of organizations involved in proposal analysis Given an acquisition situation, successfully differentiate between direct and indirect costs Assuming an advisory role in evaluating acquisition proposals, successfully summarize the evaluation of direct material and subcontract costs Assuming an advisory role in evaluating acquisition proposals, successfully summarize the evaluation of indirect costs Given a proposal evaluation scenario, demonstrate ability to calculate facilities capital cost of money (FCCOM) Given a proposal evaluation scenario, demonstrate ability to employ the weighted guidelines (WGL) for calculating negotiation profit objectives Given a scenario, demonstrate ability to complete a settlement action relating to defective pricing. Demonstrate the ability to execute fundamental quantitative pricing skills Given a contracting scenario, determine the appropriate contracting strategy and financing arrangement Differentiate between price and cost analysis, and apply each form of analysis to various contracting scenarios Contracting with the government Truthful cost or pricing data Cost Accounting Standards (CAS) Contract cost principles and procedures Market research Fundamental quantitative problems Using price indexing Analyzing data shape, center, spread, and trend characteristics Net Present Value (NPV) Cost estimating relationships Cost-volume analysis Cost-volume-profit analysis Contract types, incentives, and risks Contract financing Differences between cost and price analysis Price analysis techniques Price-related factors Facilities capital cost of money Profit (weighted guidelines) Cost analysis certification, sweeps, defective pricing, and final pricing Pricing conclusion Course 1170 10 days $2,299 Call for info 888.545.8575 Mar 2-13, 2015...15117002 apr 13-24, 2015...15117003 Jun 1-12, 2015...15117004 aug 3-14, 2015...15117005 Sep 28-oct 9, 2015...15117006 Dec 7-18, 2015...15117007 nasba CPe CreDIts: 80 Field of Study: Finance Course Level: Basic PrerequIsItes: CLC 057 CLC 058 CON 127: Contract Management or CON 112: Mission Performance Assessment ace recommendation: December 2013 to present: In the lower-division baccalaureate/associate degree category, 3 semester hours in Introduction to Accounting, Purchasing, Public Administration, or Business Administration. Course format: Pre-class assignments, lecture, guided discussions, research and application exercises, independent readings, and two exams 14 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
a C qui Section s I t I & Header C ontrac t I n G new! fcn 190: far fundamentals In this FAC-C Level I capstone course, students will be immersed in the Federal Acquisition Regulation (FAR) throughout the course and emerge knowledgeable of the government contracting process; the FAR and FAR supplement structure; FAR Parts 1 53; and will be able to locate and understand FAR regulations, guidance, provisions, and clauses. Students will navigate the online FAR as they wrestle with realistic scenario-based contracting situations. This training course is designed for contracting personnel who have completed the prerequisite courses and are seeking to complete their FAC-C Level I certification training. Identify the basic framework of the Federal acquisition environment and locate, cite, and interpret information in the FAR Identify the policies and procedures related to acquisition planning, preferred and required sources, competition requirements, types of contracts, special contracting methods, describing agency needs, publicizing contract actions, and socioeconomic programs Identify polices and procedures for soliciting offers, evaluating bids and offers, conducting exchanges with offerors, awarding contracts, managing protests, and conducting simplified acquisitions Identify the fundamental concepts of administration, the rights of parties when contract performance is unacceptable, applicable payment clauses, contract modifications, contract disputes, terminations, and closeout Using the FAR Acquisition planning process Sources Competition requirements Methods of contracting Types of contracts Interagency agreements, options, and Indefinite-Delivery Contracts Describing agency needs Publicizing contract actions Socioeconomic programs Contract formation principles Solicitation of offers Bid evaluation Proposal evaluation and exchanges with offerors Contract award Protests Simplified acquisition procedures Contract administration basics Contract performance measurement Quality assurance Payment Contract modifications Disputes and appeals Contract terminations Contract closeout Instructor-led Instructor-led, Onsite Course 1191 10 days $2,299 Call for info 888.545.8575. [City], tysons [st] Corner, Va [Mon] oct 19-30, [0-0], 2015 2012...15119106... [00000000] apr 6-17, 2015...15119102 Jul 27-aug 7, 2015...15119104 Sep 14-25, 2015...15119105 nasba CPe CreDIts: 80 Field of Study: Finance Course Level: Basic PrerequIsItes: CON 127: Contract Management or CON 112: Mission Performance Assessment or FCN 112 CON 170: Fundamentals of Cost and Price Analysis Course format: Lecture, independent readings, individual online research, exercises, quizzes, and exams Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 15
a C qui Section s I t I & CHeader ontrac t I n G new! Con 270: Intermediate Cost and Price analysis This course builds on the fundamental contract pricing principles covered in the Level I contracting curriculum and Contract Pricing Reference Guides. The curriculum is divided into three segments addressing contract pricing issues from a preaward, negotiation preparation award, and postaward perspective. In the course, students will be introduced to quantitative techniques and tools used to quantify and facilitate decision making in determining a fair and reasonable price. Use Excel to model a proposal Using sampling data, select the appropriate statistical information to use in facilitating the decision-making process Using historical data and regression analysis, select the appropriate statistical information to use in facilitating the decision-making process Summarize the development, assumptions, application, and risk of Cost Estimating Relationships (CER) Using historical data and improvement curve analysis, select the appropriate statistical information to use in facilitating the decision-making process Using historical data, determine the impact of variations in quantity Identify issues and factors to be considered in developing the government s negotiating objective for an equitable adjustment Identify issues and factors to be considered in pricing a termination settlement Given a point estimate (ceiling cost, ceiling price), analyze the associated risk Identify the appropriate incentive contract type arrangement to meet the customer s needs and motivate the contractor to perform in the best interest of the government Conduct cost realism analysis to determine a contractor s most probable cost to perform successfully on a government contractse s Proposal Modeling Using Excel to model a proposal Using Statistics in Contract Pricing Measures of central tendency and dispersion Skewness and kurtosis of sample data set Calculating confidence interval around measure of central tendency Using Excel data analysis package Using Regression Analysis in Contract Pricing Linear regression process Developing and using simple regression equation Regression model Prediction interval Predicting dependent variable Using Excel data analysis package Using Cost Estimating Relationships in Contract Pricing Types of CERs Uses of CERs in cost and price analysis Logic behind underlying causal relationship assumed in CERs Identifying analogical assumptions in CER development Functional form relationship Buyer/seller risk areas Reasonable relevant ranges Situations for use of moving averages and selection of model Issues and concerns Using Improvement Curve Analysis in Contract Pricing Quantitative techniques Improvement curves Pre-negotiation position Cost/price estimate projections Pricing Equitable Adjustment Making an equitable adjustment Cost and profit/fee issues Pricing contract changes Other situations requiring adjustment Undefinitized contract action Special considerations for pricing claims Pricing Termination Settlements Types of contract terminations Loss ratio Impact of partial termination for convenience Cost Risk Analysis Symmetric approximation Monte Carlo Simulation and comparison to other approaches Incentive Contracting Correlation between contract type and risk Types of contract incentives Elements and components of incentive arrangement Hybrid contract types Conducting Cost Realism Analysis Performing cost realism analysis Impact of uncompensated overtime on cost realism analysis Cost realism in cost-reimbursement and fixed-price proposal evaluations Course 1270 10 days $2,299 Call for info 888.545.8575 apr 20-May 1, 2015...15127003 aug 24-Sep 4, 2015...15127005 Mar 9-20, 2015...15127002 Jul 6-17, 2015...15127004 oct 19-30, 2015...15127006 nasba CPe CreDIts: 80 Field of Study: Finance Course Level: Intermediate PrerequIsItes: CON 170: Fundamentals of Cost and Price Analysis CLC 056: Analyzing Contract Costs ace recommendation: December 2013 to present: In the upperdivision baccalaureate degree category, 3 semester hours in Accounting, Purchasing, Public Administration, or Business Administration. Course format: Guided discussions and exercises, individual exercises and assignments, quiz, exams, and independent readings 16 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
a C qui Section s I t I & Header C ontrac t I n G new! Con 280: source selection and the administration of service Contracts This course is designed for contracting professionals who work, or are expecting to work, in positions requiring contracting officer warrants and FAC-C or Defense Acquisition Workforce Improvement Act (DAWIA) Level II Certification in contracting. Through a realistic scenario-based case study that continues throughout the course, students will experience first-hand the seven steps of the services acquisition process and learn the fundamentals of a performance-based services acquisition. The curriculum for this course takes students from strategy development all the way through performance management of services acquisitions. Students will prepare and review acquisition documents, develop and deliver source selection briefings, and negotiate contractual issues. Pre-Class Assignment: Students must complete a research paper and related PowerPoint slides on a selected contracting topic in addition to several reading assignments prior to the first day of class. These assignments will be available online to students who have enrolled and made tuition payment arrangements. Identify the appropriate source selection team roles and responsibilities Determine appropriate methods of communication employed by the acquisition team Using the results of market research, assess the industry s environment and determine availability of sources Decide the appropriate acquisition strategy that maximizes small business participation Determine a performance-based approach that meets the customer s mission requirement Construct an acquisition plan and source selection plan Utilizing the DAU Performance Requirements Roadmap, generate performance-based metrics mirroring best commercial practices Assess the financial implications of various types of contract and incentive arrangements Evaluate incentive arrangements for adherence to regulation, policy, and guidance Construct a source selection plan that meets all laws, regulations, policies, and guidelines Appropriately apply necessary funding provisions Examine a solicitation for compliance with laws, regulations, policies, acquisition, and source selection plans Construct the competitive range Evaluate contractor proposals to determine contract award After establishing a competitive range, plan for negotiations and discussions Using standards for contractor responsibility in FAR discuss the contractor responsibility process prior to contract award Examine a source selection to determine the best value proposal that meets mission requirements Based on the SSEB & SSAC evaluation reports and the SSDD, determine what to include in debriefings and differentiate between protest processes Determine the forum to address customer and contractor s responsibilities for successful contract performance Compose contract administration requirements, conduct contract administrative functions, and determine the need for contract modifications After contract performance is complete, determine contract close-out procedures Appropriately examine the provisions of the allowable cost and payments provision Appropriately evaluate the provisions of the incentive fee provisions Given a complex contracting issue, deliver on an individual basis, a written and oral presentation Services acquisition overview Form the team Current strategy review Market research Requirements definition Acquisition strategy Execute strategy Performance management Course 1280 10 days $2,299 Call for info 888.545.8575 Sep 21-oct 2, 2015...15128005 Nov 30-Dec 11, 2015...15128006 Mar 30-apr 10, 2015...15128002 May 4-15, 2015...15128003 Jul 20-31, 2015...15128004 nasba CPe CreDIts: 80 Field of Study: Finance Course Level: Intermediate PrerequIsIte: CON 270: Intermediate Cost and Price Analysis ace recommendation: December 2013 to present: In the upper-division baccalaureate degree category, 3 semester hours in Contract Management, Management Strategy, Project Management, or Business Administration. Course format: Pre-class assignments, guided discussions, graded individual written project involving presentations, and integrated case study Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 17
a C qui Section s I t I & CHeader ontrac t I n G new! Con 290: Contract administration and negotiation techniques in a supply environment This case-based training course is designed for contracting professionals who work, or are expecting to work, in positions requiring Federal Acquisition Certification-Contracting (FAC-C) or Defense Acquisition Workforce Improvement Act (DAWIA) Level II Certification in contracting. Through two simulated contract negotiations, students will experience the full spectrum of contracting processes and issues by following a supply requirement through all phases of the acquisition lifecycle. Pre-Class Assignment: Students must complete reading assignments and a written assignment prior to the first day of class. This assignment will be available online to students who have enrolled and made tuition payment arrangements. Work as a team to resolve a complex fiscal law issue Make an accurate commerciality determination Determine whether to contract without providing for full and open competition Evaluate a J&A for FAR Subpart 6.3 compliance Determine whether a UCA should be used to mitigate contract schedule risk Select an appropriate contracting method Select a contract type and incentive structure that motivates contractor performance while mitigating contract risks Select an appropriate type of financing Determine whether to include options in a contract Identify the major elements and components of a given solicitation Select an appropriate DFARS data rights license Use cost analysis to evaluate a contractor s proposal Identify basic negotiation techniques recommended for negotiating government contracts Establish a government pre-negotiation objective Conduct fact-finding to prepare for negotiation Orally present a pre-negotiation objective to a business clearance official for approval Conduct face-to-face negotiations Calculate the Point of Total Assumption (PTA) for a given Fixed-Price Incentive Firm (FPIF) contract Determine whether to pay a contractor s performance-based payment request Evaluate potential bases for, and government defenses to, a contractor protest Develop a contract administration plan Conduct a postaward orientation Evaluate remedies for nonconforming goods Determine whether fraud has occurred Determine whether a change can be made using the contract s Changes clause Determine alternatives available for making out-of-scope changes Evaluate the reasonableness of a Request for Equitable Adjustment (REA) Calculate the lost efficiency resulting from a contract change Determine equitable adjustment terms Identify rules and steps for submitting and processing a claim Determine whether defective pricing has occurred Evaluate government termination options and settlement methods and procedures Evaluate contractor performance after contract completion Calculate FPIF final contract price and profit Determine whether a contract may be closed out Research new issues and initiatives in DoD contracting Acquisition planning/market research Competition Solicitations Data rights Cost analysis overview Negotiation techniques Contract financing Protests Contract administration Remedies for noncompliance Fraud Contract changes Equitable adjustments Claims and disputes Defective pricing Contract terminations Contractor performance Price and fee adjustments Contract closeout Course 1290 10 days $2,299 Call for info 888.545.8575 Mar 23-apr 3, 2015...15129002 apr 20-May 1, 2015...15129003 Jun 15-26, 2015...15129004 aug 17-28, 2015...15129005 Sep 28-oct 9, 2015...15129006 nasba CPe CreDIts: 76 Field of Study: Finance Course Level: Intermediate PrerequIsIte: CON 270: Intermediate Cost and Price Analysis ace recommendation: December 2013 to present: In the upperdivision baccalaureate degree category, 3 semester hours in Negotiation, Purchasing Management, or Business Administration. Course format: Pre-class assignment, guided discussions, research and application exercises, and independent readings 18 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
a C qui s I t I on & C ontrac t I n G Con 360: Contracting for Decision makers This training course is designed for contracting professionals who work, or are expecting to work, in positions requiring Federal Acquisition Certification-Contracting (FAC-C) Level III or Defense Acquisition Workforce Improvement Act (DAWIA) Level III Certification in contracting. Through realistic scenario-based and research-based learning, students will work individually and collaboratively to practice developing sound business solutions as valued strategic and expert business advisors. Student course work is designed to contribute real solutions to real acquisition problems. Pre-Class Assignment: Students must complete reading assignments and graded written assignments before the first day of class. The assignments will be available online to students who have enrolled and made tuition payment arrangements. Contribute in a collaborative environment by providing timely feedback to team members and class Apply critical thinking skills, problemsolving methods, leadership skills, and risk mitigation techniques to contracting-related problems Compile information and knowledge for currency in acquisition and contracting Identify various methods to manage employee stress and constant change in the contracting working environment Make a decision on a contracting dilemma that complies with the rules of ethics in contracting Apply an industry and senior government contracting leader perspective to an assigned contracting policy issue Building Teams Characteristics of effective teams Develop and apply team building techniques Guidelines to give and receive feedback Students are expected to apply effective team building skills during classroom activities Students will give and receive feedback on team and personal strengths and improvement areas Critical Thinking Importance of critical thinking Core critical thinking skills Explaining and applying critical thinking tools Students will discuss critical thinking skills and apply these skills during classroom activities and assignments Problem Solving Methods and tools for solving problems of varying levels of difficulty Rational problem-solving model Students will develop clear and concise problem statements, increase their ability to generate possible solutions, assess these solutions, and consider ways to implement a chosen solution Local Challenge Project Students will apply critical thinking skills and the rational problem-solving model to a student-identified contracting problem Students will present problems, alternatives, and solutions to the class Course 1360 9.5 days $2,299 Call for info 888.545.8575 Leadership Leadership, mission support, and the contracting officer Fundamentals of effective leadership Accountability Managing Risk Types of risk Techniques to mitigate risk Applying a risk management process Industry s perception of risk Students will apply risk management concepts in a scenario-based exercise Targets and Decoys Students will apply the rational problemsolving model and tools to address a contracting scenario and gain an appreciation for using a variety of perspectives to resolve tough problems Conflict Management Causes and effects of conflict Strategies for managing and resolving conflict Effectively dealing with difficult people Hot Topics in Contracting Students will research acquisition and contracting hot topics, answer focused questions, and present results to class Managing Change and Transition Impact of change on individuals Applying change management strategies that help employees and selves during periods of transition Ethics and Decision Making Mitigating obstacles to ethical decision making in contracting Core ethical principles Ethical decision-making model Students will consider the significance of ethics in the field of contracting Senior Leadership Project Preparing an implementation plan for senior contracting leadership to address a current contracting problem Students will complete this culminating activity by developing problem statements for contracting strategic issues, using critical thinking skills to develop and analyze alternatives, describe their work in a business decision point paper, and present the project to the class Denver, Co March 16-27, 2015...15136009 Mar 16-27, 2015...15136002 apr 27-May 8, 2015...15136003 Jun 1-12, 2015...15136004 Jul 13-24, 2015...15136005 aug 17-28, 2015...15136006 oct 19-30, 2015...15136007 Nov 30-Dec 11, 2015...15136008 nasba CPe CreDIts: 76 Field of Study: Finance Course Level: Advanced PrerequIsIte: FAC-C or DAWIA Level II Certification in contracting or industrial/contract property management ace recommendation: December 2013 to present: In the graduate degree category, 2 semester hours in Contract Administration or Business Administration. Course format: Graded pre-class assignments, lecture, guided discussions and group work, videos, scenario-based exercises, analysis, preparation, presentation of two graded business decision point papers, quizzes, and independent readings Printed content subject to change. For most up-to-date content, tuition and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 19
C or/cotr a C qui Section s I t ItraI & nc Header ontrac I n G Courses t I n G Con 244: Construction Contracting This FAC-C and DAWIA Level III elective course is designed to provide students with the knowledge and skills necessary to contract for Federal government construction from acquisition planning through closeout. The course may also be of interest to Contracting Officer s Representatives (CORs) who oversee construction projects. Pre-Class Assignment: Students must complete a graded written assignment to be turned in the first day of class. The assignment will be available online to students who have enrolled and made tuition payment arrangements. Explain the environment and rules for contracting for construction Perform the critical preaward and postaward construction contracting functions Administer clauses unique to construction contracting Introduction Changes throughout history Legislation affecting construction law, regulations, and procedures Construction Acquisition Planning Acquisition plans Plan components Project scope Market research Contract vehicles and processes Other planning considerations: ISO 9000, funding, government-furnished property, environment, project labor agreements, and partnering Plan dates and milestones Construction Solicitation Reviewing plans and specifications Solicitation preparation Construction market research Construction solicitation issuance Construction Evaluation and Award Physical requirements Analytical requirements Options Negotiated requirements: oral presentations, tradeoffs, cost realism, past performance, clarifications, communications, competitive range, discussions, limitations on exchanges, revisions, award decision, debriefings, and subcontracting Responsibility Bid guarantees and bonds Award actions Construction Contract Administration, Compliance Policy Government responsibilities Contractor responsibilities Preconstruction conference Contractual requirements for quality work Contractor quality control plan Quality assurance Labor law issues Partnering Administration of Construction Contract Modifications Changes clause Differing Site Conditions clause Site Investigation and Conditions Affecting Work clause Suspension of Work clause Variation in Estimated Quantity clause Default (Fixed-Price Construction) clause Inspection of Construction clause Value Engineering Construction clause Constructive changes Construction schedule, time, and delay analysis Construction schedules Delays Schedule analysis Acceleration Methods for determining quantum Methods for computing overhead Termination for default Claims Invoices, Payments, and Contract Closeout Payments and progress meetings Receipt of invoice Reviewing the schedule of prices Retainage, withholding, and liquidated damages Notice of nonpayment or overpayment Payment of invoice Punch lists, occupancy, and warranties Contract closeout Course 1021 5 days $1,069 Call for info 888.545.8575 Dallas, tx Mar 16-20, 2015...15102105 Denver, Co Jun 1-5, 2015...15102107 san francisco, Ca aug 24-28, 2015...15102110 seattle, Wa Jul 13-17, 2015...15102108 Mar 9-13, 2015...15102104 Jul 20-24, 2015...15102109 apr 27-May 1, 2015...15102106 aug 31-Sep 4, 2015...15102111 Nov 16-20, 2015...15102112 nasba CPe CreDIts: 40 Field of Study: Finance Course Level: Intermediate PrerequIsIte: FAC-C or DAWIA Level II certification training courses ace recommendation: December 2013 to present: In the lowerdivision baccalaureate/ associate degree category, 2 semester hours in Business Administration, Federal Acquisition, Procurement Management, Purchasing, or Public Administration. Course format: Graded pre-class assignment, lecture, discussion, exercises, case studies, independent readings, graded Hot Topics point paper, and final exam required materials: Students must bring a calculator to class 20 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
a C qui s I t I on & C ontrac t I n G new! statement of Work (sow) Workshop The Statement of Work (SOW) can make or break an acquisition, so let s learn to do it right! Participants of this intensive, hands-on three-day workshop will practice writing each part of the SOW, but their learning won t stop with the writing. Participants will also examine SOWs from a contractor s perspective: What questions will a contractor have upon reading the SOW? What inconsistencies cause confusion? What makes a requirement unclear? Through analysis, participants will learn best practices for ensuring their SOWs communicate to their intended audience in order to achieve the best value for their acquisitions. Finally, participants will learn how a SOW lives on for the length of the contract. By analyzing legal cases that hinge on the wording of the SOW, participants will grasp the importance of their upfront work and the impact in terms of cost, schedule, and quality. Participants will leave the class well-armed to write a SOW that reflects actual requirements, elicits competitive proposals, and guides contractor performance that is a winning SOW! Analyze a mission need to determine the actual requirements Select an appropriate SOW type that satisfies government requirements Describe all aspects of the work to be done in a way that will be understood by offerors Write a SOW that is free from ambiguities and will result in responsive, competitive proposals Evaluate the impact of a SOW on achieving best value throughout the acquisition process Overview of Statements of Work Importance of the SOW Relationship of the SOW to the solicitation SOW development process and outcomes Defining the Requirement Developing the problem statement Determining the real requirement Describing the Work in Detail Decomposing the work Identifying required skills and resources Assessing risk Determining deliverables Writing the SOW SOW types SOW format Avoiding ambiguities Writing tips Living with Your SOW Effectiveness of the SOW Responding to contractor questions Using the SOW to help manage the contract CertIFICate program: Project & Program management Course 1091 3 days $779 Call for info 888.545.8575 Writing Performance Work statements (PWs) Federal Acquisition Regulation (FAR) part 37 requires agencies to maximize the use of performance-based methods when contracting for services, which means telling the contractor what to do, not how to do it. In this workshop, students will determine requirements by developing high level objectives, tasks, performance standards, and inspection requirements. Students will develop their performance work statement and quality assurance surveillance plan using the Acquisition Requirements Roadmap Tool (AART), a Microsoft Access-based tool developed by the Defense Acquisition University (DAU) and endorsed by the Federal Acquisition Institute (FAI) for use by government personnel developing PWSs for services. To facilitate a high level of learning, we encourage students to bring a requirements development project from work. After developing their PWS, students will live with it by responding to offeror questions and dealing with ambiguities in the PWS after contract award. This is a hands-on workshop come prepared to think and write! NOTE: Contracting or other personnel interested in learning about other aspects of acquiring and monitoring performance-based services should consider taking Performance-Based Service Acquisition. Explain the importance of the performance work statement and its role in the acquisition process Demonstrate preparing PWS artifacts using the ARRT Develop a problem statement and determine the project vision Develop and analyze requirements Develop complete and clear work statements and their associated products Recognize the value of an unambiguous work statement throughout the acquisition life cycle The Performance Work Statement Best practices for developing a PWS Common problems with writing PWSs Role of the Quality Assurance Surveillance Plan (QASP) Using the ARRT Project Vision Developing the problem statement Requirements Definition Developing the elements of a PWS Building the QASP ARRT Work Products Writing the PWS and the QASP Living with Your PWS Using the PWS to manage the contract CertIFICate program: Project & Program management Course 1079 3 days $779 Call for info 888.545.8575 Dallas, tx Sep 21-23, 2015...15109105 Jul 20-22, 2015...15109104 oct 13-15, 2015...15109106 Mar 23-25, 2015...15109107 May 27-29 2015...15109103 nasba CPe CreDIts: 24 Field of Study: Finance Course Level: Basic PrerequIsItes: None Course format: Pre-work assignment, lecture, discussion, exercises, and independent readings Denver, Co Jul 7-9, 2015...15107904 san francisco, Ca Mar 16-18, 2015...15107902 Jun 15-17, 2015...15107903 Mar 2-4, 2015...15107907 May 6-8, 2015...15107908 Sep 8-10, 2015...15107905 Nov 23-25, 2015...15107906 nasba CPe CreDIts: 24 Field of Study: Finance Course Level: Basic PrerequIsItes: None Course format: Lecture, discussion, exercises, and independent readings Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 21
a C qui s I t I on & C ontrac t I n G Performance-Based service acquisition Contracting personnel who work with program officials to plan, award, and administer performance-based service contracts will benefit from this training course. The training course addresses the unique aspects of acquiring services and embodies Acquisition.gov s Seven Steps to Performance-Based Services Acquisition (PBSA). NOTE: Students seeking a training course on how to write a performance-based requirements document should consider taking Writing Performance Work Statements. Discuss the unique aspects of service acquisition Analyze requirements with respect to the ability to contract based on performance Determine if the requirements document is performance-based Select the method of contracting and source selection process in a performance-based environment Prepare a Quality Assurance Surveillance Plan (QASP) Administer a performance-based service contract Introduction to Performance-Based Service Acquisition Service contracting What is PBSA? Key terms Planning for Performance-Based Service Acquisition Objectives of acquisition planning Establish an acquisition team Market research Relationship of the acquisition to mission and performance objectives Importance of acquisition planning Develop the acquisition plan Defining the Need Ways a need may arise Job analysis Benchmarking Prepare a Performance Work Statement (PWS) Prepare a requirements document PWS considerations Format and language of PWS Reviewing the PWS Another Approach Statement of Objectives (SOO) When to use a SOO Format of a SOO Due diligence Quality Assurance Surveillance Plan Select the method(s) of surveillance Identify sources of surveillance information Establish schedules, checklists, and reports QASP content and development considerations Finalizing the Source Selection Strategy Determine best value Select evaluation factors State the evaluation factors in the solicitation Establish a scoring plan Contract Formation Prepare the solicitation Evaluate offers Conduct oral presentations Organizational conflicts of interest Contract documentation Contract Administration Determine contract administration personnel Review the QASP Conduct a postaward orientation Monitor the contract Measure and report contractor performance Ensure compliance with the Service Contract Act requirements Course 1076 5 days $1,069 Call for info 888.545.8575 atlanta, Ga Jul 20-24, 2015...15107608 Chicago, Il apr 6-10, 2015...15107604 Denver, Co Jul 27-31, 2015...15107609 Phoenix, az Nov 30-Dec 4, 2015...15107613 san Diego, Ca May 18-22, 2015...15107606 seattle, Wa aug 17-21, 2015...15107610 Mar 9-13, 2015...15107603 Dec 7-11, 2015...15107614 apr 27-May 1, 2015...15107605 Jul 13-17, 2015...15107607 Sep 14-18, 2015...15107611 oct 26-30, 2015...15107612 nasba CPe CreDIts: 40 Field of Study: Finance Course Level: Intermediate suggested PrerequIsIte: Level I Certification or Introduction to Federal Contracting or Contracting Officer s Representative Course ace recommendation: December 2013 to present: In the lowerdivision baccalaureate/associate degree category, 2 semester hours in Purchasing Management or Business Administration. Course format: Lecture, discussion, exercises, independent readings, and final exam 22 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
a C qui s I t I on & C ontrac t I n G The U.S. General Services Administration has approved our new Lease Acquisition Training course. Whether you re trying to obtain your lease contracting officer s warrant or need to get up-to-speed on all of GSa s lease acquisition reform policies and procedures, Management Concepts can help you achieve your goal! In addition, we offer a full leasing curriculum: Cost and Price Analysis of Lease Proposals Techniques of Negotiating Federal Real Property Leases Federal Real Property Lease Law Lease Administration Federal Real Property Leasing Refresher Register for a Federal Real Property Leasing course today at www.managementconcepts.com/federalleasing. additional Acquisition & Contracting Courses to AccelerAte Your Career Please visit www.managementconcepts.com/acquisition for more training courses in our acquisition & Contracting program. Below is just a sample of the additional courses we offer: advanced Simplified acquisition Procedures (Course 1177) CoN 243: architect-engineer Services Contracting (Course 1032) Cost and Price analysis of Lease Proposals (Course 1031) Federal Contract Law (Course 1047) Federal real Property Lease Law (Course 1050) Introduction to Federal Contracting (Course 1048) Simplified acquisition Procedures (Course 1077) Source Selection (Course 1078)* *This course fulfills core or elective requirements of one or more Management Concepts certificate programs. For more information about certificate programs, see pages 4-5 or visit www.managementconcepts.com/cp. Check out our website today for a complete list of courses, locations, dates, and registration information! Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 23
GA about Grants & assistance What our Grants & assistance Students are Saying... federal assistance law (See page 35) All lesson plans, case studies, and activities are all relevant and very useful to my day-to-day work; and very helpful in giving me a better understanding of grants management policy, as well as pre-award and post-award. Management Concepts offers the most comprehensive grants management training available, spanning the grants lifecycle from preaward through grant closeout. our goal is to provide Federal, pass-through, and recipient workforces with the knowledge and skills needed to improve program and public accountability, efficiency, and outcomes for beneficiaries. our courses align with opm s GS-1109 qualification standard and our curriculum is updated to reflect changes resulting from omb s Uniform Guidance in 2 CFR 200 (the Supercircular ). With more than 450 classes held across the country and online each year, you have maximum flexibility to complete the grants training you need to achieve your professional goals. Grants Management certificate Program tm Attend classes in person or online! Visit www.managementconcepts.com/gmcp. Which Courses Should I take? See our suggested sequence of Courses for guidance. Visit www.managementconcepts.com/grantsssc. monitoring Grants and Cooperative agreements for federal Personnel (See page 24) I enjoyed the activities because we could get other perspectives from other organizations... The instructor was fun, kept everyone engaged, and encouraged class participation. plan Your training Search for courses by city and access our training calendar. Visit www.managementconcepts.com/grantscalendar. Stay Current! Sign up for our blog and online newsletter, e-clips, at: www.managementconcepts.com/grantstools. Follow us on Twitter: @Mgmt_Concepts. AccelerAte Your Career CertIFICate programs Many of our courses fulfill core or elective requirements of a certificate program or track in one or more of the following subject areas (see pages 4-5). Look for the color-coded notations on eligible courses. federal financial management Certificate Program (ffmcp) Grants Management Certificate Program TM (GMCP TM ) leadership & management Project & Program management 24 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
G rants & assi stanc e Introduction to Grants and Cooperative agreements for federal Personnel (Available in Two Formats: Live Classroom or Online!) Designed for Federal personnel who award, administer, or support discretionary grants and/or cooperative agreements. Students gain a basic, working knowledge of the assistance process from preaward through closeout. This is a core course in the Federal Track of the GMCP. TM Identify who is responsible at key stages during the grants process Discuss the legal authorities governing Federal assistance programs Review the governmentwide program announcement template Explore the merit review process for applications Negotiate terms and conditions on a hypothetical grant Practice providing technical assistance for postaward administrative requirements Discuss audit requirements applicable to recipients of Federal funds Determine the appropriate course of action at the end of the grant period Legal Authorities Legislative, budgetary, and regulatory foundations of grant programs Administrative and program requirements Informing Applicants About Your Grant Program Program announcements Application instructions Application Receipt, Review, and Selection for Funding Panel vs. field reviews Recruiting and selecting reviewers Negotiating Terms and Conditions and Award Notification Payment procedures Program income Cost-sharing and matching Reports High-risk terms and conditions Postaward Administration Prior approval for scope and budget changes Program performance reports Continuation applications Property and procurement systems Audits End-of-the-Grant Issues Closeout Renewals and extensions Records retention PrerequIsItes: None recommended follow-on Course: Monitoring Grants and Cooperative Agreements for Federal Personnel CertIFICate programs: Grants Management Certificate Program TM Project & Program management Course 2040 3 days $869 Call for info 888.545.8575 Instructor-Facilitated Online Course 2740 7 weeks of coursework, 1 week to complete exam. $949 atlanta, Ga Mar 9-11, 2015...15204004 Chicago, Il oct 5-7, 2015...15204016 Denver, Co apr 27-29, 2015...15204008 oct 26-28, 2015...15204018 san Diego, Ca Nov 2-4, 2015...15204019 san francisco, Ca apr 13-15, 2015...15204007 seattle, Wa Jul 13-15, 2015...15204012 Jun 1-3, 2015...15204010 oct 19-21, 2015...15204017 Mar 16-18, 2015...15204005 apr 6-8, 2015...15204006 May 18-20, 2015...15204009 Jun 15-17, 2015...15204011 Jul 27-29, 2015...15204013 aug 24-26, 2015...15204014 Sep 21-23, 2015...15204015 Nov 16-18, 2015...15204020 Dec 7-9, 2015...15204021 nasba CPe CreDIts: 24 Field of Study: Specialized Knowledge and Applications Course Level: Basic GaGas CPe CreDIts: 24 Course format: Lecture, discussion, hands-on practical exercises, case studies, and final exam Classes online: Jun 19-aug 16, 2015...15274002 oct 9-Dec 13, 2015...15274003 GaGas CPe CreDIts: 32.5 Course format: Asynchronous, independent readings, discussion, practical exercises, case studies, quizzes, and final exam online Course DetaIls: Students are required to log into the course site at least once per week and should expect to spend two to five hours per week completing assignments and exchanging ideas and experiences in the discussion forum. Assignments must be completed by the designated weekly due dates. Tuition includes materials fee. Please visit our website for more information. Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 25
G rants & assi stanc e monitoring Grants and Cooperative agreements for federal Personnel (Available in Two Formats: Live Classroom or Online!) Federal personnel responsible for overseeing administrative, financial, or programmatic performance of grant recipients will benefit from this course. Students develop working familiarity with a risk-based approach to monitoring, apply techniques for assessing recipients, and gain insight into potential problem areas in grants administration. This is a core course in the Federal Track of the GMCP. TM Prioritize monitoring based on program risk factors Evaluate hypothetical grant scenarios to determine whether prior approval is required Analyze recipient progress and financial reports to identify deficiencies and potential problem areas Identify weaknesses in recipient internal controls through a mock site visit Use the Federal Audit Clearinghouse database and Single Audit reports as a monitoring tool Determine appropriate special conditions for high-risk recipients Analyze scenarios illustrating recipient waste, fraud, and abuse in Federal programs, and determine appropriate responses Practice negotiating resolution of problems that arise during grant performance Monitoring Techniques and Oversight Issues Best practices for financial/administrative and programmatic monitoring Program and recipient risk assessment Monitoring process phases Monitoring plan elements Collecting and Analyzing Information Progress and financial reports Prior approval requests Site visits Audit reports Enforcing Grant Agreements and Resolving Problems High-risk recipients Identifying problems and wrongdoing Taking appropriate action on findings Resolving issues through negotiation Providing technical assistance Other Monitoring Issues Change of recipient institution Compliance with national policy requirements suggested PrerequIsIte: Introduction to Grants and Cooperative Agreements for Federal Personnel CertIFICate programs: Grants Management Certificate Program TM Project & Program management Course 2043 2 days $769 Call for info 888.545.8575 Instructor-Facilitated Online Course 2743 5 weeks of coursework, 1 week to complete exam. $849 atlanta, Ga Mar 12-13, 2015...15204304 Chicago, Il oct 8-9, 2015...15204316 Denver, Co apr 30-May 1, 2015...15204308 oct 29-30, 2015...15204318 san Diego, Ca Nov 5-6, 2015...15204319 san francisco, Ca apr 16-17, 2015...15204307 seattle, Wa Jul 16-17, 2015...15204312 Jun 4-5, 2015...15204310 oct 22-23, 2015...15204317 Mar 19-20, 2015...15204305 apr 9-10, 2015...15204306 May 21-22, 2015...15204309 Jun 18-19, 2015...15204311 Jul 30-31, 2015...15204313 aug 27-28, 2015...15204314 Sep 24-25, 2015...15204315 Nov 19-20, 2015...15204320 Dec 10-11, 2015...15204321 nasba CPe CreDIts: 16 Field of Study: Specialized Knowledge and Applications Course Level: Intermediate GaGas CPe CreDIts: 16 Course format: Lecture, discussion, hands-on practical exercises, case studies, and final exam Classes online: May 1-Jun 14, 2015...15274302 aug 28-oct 11, 2015...15274303 GaGas CPe CreDIts: 24 Course format: Asynchronous, independent readings, discussion, practical exercises, case studies, quizzes, and final exam online Course DetaIls: Students are required to log into the course site at least once per week and should expect to spend two to five hours per week completing assignments and exchanging ideas and experiences in the discussion forum. Assignments must be completed by the designated weekly due dates. Tuition includes materials fee. Please visit our website for more information. 26 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
G rants & assi stanc e subawarding for Pass-through entities: Designing accountable Programs, selecting subrecipients, and monitoring subgrants (Available in Two Formats: Live Classroom or Online!) Each year, primary recipients state and local governments, universities, and nonprofit organizations pass through millions of Federal grant dollars to entities performing substantive work at the local level. These subawards, whether subgrants or cost-reimbursable contracts, are the focus of increasing scrutiny from agency inspectors general, auditors, and Federal awarding offices. This course is designed to assist pass-through entities in developing and maintaining an accountable subaward process and implementing effective monitoring measures. This is a core course in the Pass- Through Track of the GMCP. TM Distinguish between subrecipients and contractors and determine how the relationship affects agreement provisions and oversight Analyze a program regulation to assess its impact on subaward administration Discuss the purpose of a program management plan Critique a subaward request for applications Evaluate a sample subaward agreement Identify best practices for monitoring subrecipients Examine a progress reporting format to assess its ability to elicit subrecipient information needed for reporting to the Federal awarding agency Analyze subrecipient progress and financial reports to assess subrecipient performance Learn how to use the Federal Audit Clearinghouse database as a subrecipient monitoring tool Conduct a mock site visit Determine the appropriate action when faced with subrecipient noncompliance or failure to make adequate progress toward project goals Apply lessons learned during subaward performance to improve future monitoring Understanding the Nature of Pass-Through Programs Assistance or procurement? Characteristics of subrecipients and contractors Accountability in a Pass-Through Context Clarifying pass-through program relationships Establishing program operating parameters The role of program management plans Solicitation and Evaluation Drafting and publishing the request for applications Reviewing applications and making funding decisions Drafting the Subaward Requirements that impact subaward agreements Designing the subaward document to serve as a monitoring tool Award procedures Overview of Subaward Monitoring: A Risk-Based Approach What is monitoring and why do it? Developing your monitoring plan Documenting monitoring Progress and Financial Reports Federal requirements Reviewing reports for progress and financial monitoring Responding to deficient reports Transparency Act reporting requirements Audits Subrecipient audits Using audits as monitoring tools Pass-through entity audit resolution responsibilities Site Visits Resolving Issues Uncovered Through Monitoring Negotiating to resolve problems Applying lessons learned to improve your monitoring systems Awarding continuation funding Typical problems that arise under subawards Addressing subrecipient noncompliance Closing Out the Subaward suggested PrerequIsIte: Managing Federal Grants and Cooperative Agreements for Recipients CertIFICate programs: Grants Management Certificate Program TM Project & Program management Course 2075 4 days $1,159 Call for info 888.545.8575 Instructor-Facilitated Online Course 2775 10 weeks of coursework, 1 week to complete exam. $1,269 atlanta, Ga Mar 2-5, 2015...15207503 Chicago, Il Jun 8-11, 2015...15207507 Denver, Co oct 13-16, 2015...15207509 orlando, fl May 12-15, 2015...15207506 san Diego, Ca Jul 28-31, 2015...15207508 san francisco, Ca apr 6-9, 2015...15207505 Mar 30-apr 2, 2015...15207504 oct 19-22, 2015...15207510 nasba CPe CreDIts: 32 Field of Study: Specialized Knowledge and Applications Course Level: Intermediate GaGas CPe CreDIts: 32 Course format: Lecture, discussion, case studies, hands-on practical exercises, and final exam Classes online: May 15-aug 2, 2015...15277501 Sep 18-Dec 13, 2015...15277502 GaGas CPe CreDIts: 28.5 Course format: Asynchronous, independent readings, discussion, practical exercises, case studies, quizzes, and final exam online Course DetaIls: Students are required to log into the course site at least once per week and should expect to spend two to five hours per week completing assignments and exchanging ideas and experiences in the discussion forum. Assignments must be completed by the designated weekly due dates. Tuition includes materials fee. Please visit our website for more information. Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 27
G rants & assi stanc e managing federal Grants and Cooperative agreements for recipients (Available in Two Formats: Live Classroom or Online!) This course is designed for recipient and pass-through entity personnel responsible for grant project administration and decision making, as well as those individuals responsible for developing and implementing institutional policies. Students develop a working knowledge of issues that affect day-to-day operations and management of Federal grants. This is a core course in the Pass-Through and Recipient Tracks of the GMCP. TM Determine applicable statutory and regulatory authorities and discuss their impact on grants administration Examine valuation of cost-sharing contributions Discuss new governmentwide financial and progress reporting forms Evaluate proposed changes in budget and scope to determine whether prior approval by the awarding agency is required Explore how agencies and auditors review internal controls through site visits Apply knowledge gained in the course in a simulated negotiation with agency personnel over grant terms and conditions Grant Lifecycle and Roles Notices of Grant Award Authorities governing recipient and awarding agency actions Grant terms and conditions: payment, cost sharing, and program income treatment Developing a Project Management Plan Project Performance and Other Grants Management Issues Meeting goals and objectives Financial and performance reporting Property management Changes in budget and scope Subrecipients, Contractors, and Beneficiaries Interacting with the Awarding Agency Monitoring methods and site visit procedures Audits and sanctions End-of-the-Grant Issues Closeout Renewals and extensions Improving Management of Subsequent Grants Conducting a self-evaluation Negotiating your next grant PrerequIsItes: None recommended follow-on Course: Applying for Federal Grants and Cooperative Agreements CertIFICate programs: Grants Management Certificate Program TM Project & Program management Course 2062 3 days $869 Call for info 888.545.8575 Instructor-Facilitated Online Course 2762 8 weeks of coursework, 1 week to complete exam. $949 Chicago, Il apr 20-22, 2015...15206205 Denver, Co Jul 8-10, 2015...15206209 fort Worth, tx Jun 22-24, 2015...15206208 new orleans, la Sep 16-18, 2015...15206212 orlando, fl Dec 7-9, 2015...15206217 Phoenix, az oct 19-21, 2015...15206215 Portland, or Mar 2-4, 2015...15206204 sacramento, Ca oct 7-9, 2015...15206214 san Diego, Ca aug 19-21, 2015...15206210 san francisco, Ca May 4-6, 2015...15206206 seattle, Wa Nov 18-20, 2015...15206216 May 20-22, 2015...15206207 Sep 30-oct 2, 2015...15206213 Sep 14-16, 2015...15206211 nasba CPe CreDIts: 24 Field of Study: Specialized Knowledge and Applications Course Level: Basic GaGas CPe CreDIts: 24 Course format: Lecture, discussion, hands-on practical exercises, case studies, and final exam Classes online: Mar 6-May 10, 2015...15276201 Jul 24-Sep 27, 2015...15276202 oct 2-Dec 13, 2015...15276203 GaGas CPe CreDIts: 29.5 Course format: Asynchronous, independent readings, discussion, practical exercises, case studies, quizzes, and final exam online Course DetaIls: Students are required to log into the course site at least once per week and should expect to spend two to five hours per week completing assignments and exchanging ideas and experiences in the discussion forum. Assignments must be completed by the designated weekly due dates. Tuition includes materials fee. Please visit our website for more information. 28 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
grants & assistance: Grants G rants manag & assi ement stancprocesses e and techniques applying for federal Grants and Cooperative agreements (Available in Two Formats: Live Classroom or Online!) Designed for recipient personnel responsible for identifying funding opportunities and developing applications for Federal grants and cooperative agreements. Students develop the skills they need to successfully identify assistance opportunities, develop workable project plans, and submit competitive applications. This is a core course in the Recipient Track of the GMCP. TM Learn the basic workings of the assistance process Explore the primary sources of information on Federal funds, including Grants.gov and the Catalog of Federal Domestic Assistance Practice locating possible sources of Federal funding for a hypothetical project Analyze the impact of statutory, regulatory, and other legal requirements on assistance programs Discuss how to develop an application that meets awarding agency specifications Learn what happens at the Federal agency after applicants submit their proposals How the Federal Grants System Works Discretionary award application process Relevant laws, regulations, and policies Rules that Apply to Federal Grants Programmatic and administrative rules Which rules apply to a project? Locating Sources of Funding Assessing Funding Opportunities Eligibility Grant programs that meet project needs Likelihood of receiving a Federal award Evaluating the Impact a Grant Award Will Have on Your Organization Developing an Application Action plan for application development Agency specifications and/or restrictions How the Evaluation and Award Process Works Application review criteria Agency methods for scoring and ranking awards What To Do If Your Application Is Not Funded PrerequIsItes: None recommended follow-on Courses: Managing Federal Grants and Cooperative Agreements for Recipients How to Write the Grant Application Narrative How to Prepare the Grant Application Budget CertIFICate program: Grants Management Certificate Program TM Course 2065 2 days $769 Call for info 888.545.8575 Instructor-Facilitated Online Course 2765 5 weeks of coursework, 1 week to complete exam. $849 Chicago, Il Sep 14-15, 2015...15206508 Denver, Co Jul 6-7, 2015...15206506 las Vegas, nv Dec 7-8, 2015...15206512 sacramento, Ca oct 5-6, 2015...15206510 san Diego, Ca aug 17-18, 2015...15206507 seattle, Wa Nov 16-17, 2015...15206511 May 18-19, 2015...15206505 Sep 28-29, 2015...15206509 Mar 23-24, 2015...15206504 nasba CPe CreDIts: 16 Field of Study: Specialized Knowledge and Applications Course Level: Basic GaGas CPe CreDIts: 16 Course format: Lecture, discussion, hands-on practical exercises, and final exam Classes online: Jun 5-Jul 19, 2015...15276502 oct 9-Nov 22, 2015...15276503 GaGas CPe CreDIts: 20 Course format: Asynchronous, independent readings, discussion, practical exercises, case studies, quizzes, and final exam online Course DetaIls: Students are required to log into the course site at least once per week and should expect to spend two to five hours per week completing assignments and exchanging ideas and experiences in the discussion forum. Assignments must be completed by the designated weekly due dates. Tuition includes materials fee. Please visit our website for more information. Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 29
grants & assistance: Grants G manag & assi ement stanc eprocesses and techniques accountability for federal Grants: Planning, measuring, and reporting Grant Performance (Available in Two Formats: Live Classroom or Online!) Designed for anyone in the grants community awarding and recipient personnel alike who needs to apply performance-based principles to grant projects. Students will review accountability requirements and statutes and examine how accountability impacts the entire grants lifecycle, from application development to reporting. This is an elective course in all tracks of the GMCP. TM Develop measurable objectives and assign performance measures Present a report on project performance Analyze progress reports and develop a technical assistance plan for improving performance Use lessons learned in one project phase to adjust objectives and targets for the next phase Performance Accountability Accountability in the grants context Influences driving accountability Performance Measurement Systems Performance-based buzzwords defined Keys to success: performance measurement and management Implementing and maintaining an effective performance measurement system Developing a Performance-Based Project Plan Developing objectives, selecting measures, and setting targets Collecting data Tracking and Evaluating Grant Performance Information Data collection Evaluating results and reporting on progress Applying Lessons Learned to Improve Performance Learning from your experiences Raising the bar: using performance data to set new targets suggested PrerequIsItes: Introduction to Grants and Cooperative Agreements for Federal Personnel, or Managing Federal Grants and Cooperative Agreements for Recipients CertIFICate programs: Grants Management Certificate Program TM Project & Program management Course 2091 2 days $769 Call for info 888.545.8575 Instructor-Facilitated Online Course 2791 5 weeks of coursework. $849 atlanta, Ga Nov 16-17, 2015...15209117 austin, tx Sep 8-9, 2015...15209112 Chicago, Il Jun 15-16, 2015...15209107 Denver, Co aug 12-13, 2015...15209110 fort Worth, tx Jul 20-21, 2015...15209108 new orleans, la Sep 14-15, 2015...15209113 orlando, fl Dec 10-11, 2015...15209118 Phoenix, az Dec 14-15, 2015...15209119 Portland, or Mar 5-6, 2015...15209102 san Diego, Ca Sep 24-25, 2015...15209114 san francisco, Ca Mar 10-11, 2015...15209103 May 7-8, 2015...15209105 Jul 27-28, 2015...15209109 May 5-6, 2015...15209104 Jun 1-2, 2015...15209106 aug 17-18, 2015...15209111 Sep 29-30, 2015...15209115 oct 13-14, 2015...15209116 nasba CPe CreDIts: 16 Field of Study: Management Advisory Services Course Level: Advanced GaGas CPe CreDIts: 16 PDu CreDIts: 13 Course format: Lecture, discussion, hands-on practical exercises, and case studies required materials: Students must bring a calculator to class Classes online: Mar 6-apr 12, 2015...15279101 May 29-Jul 5, 2015...15279102 oct 30-Dec 13, 2015...15279103 GaGas CPe CreDIts: 19 PDu CreDIts: 20 Course format: Asynchronous, independent readings, discussion, practical exercises, case studies, and quizzes online Course DetaIls: Students are required to log into the course site at least once per week and should expect to spend two to five hours per week completing assignments and exchanging ideas and experiences in the discussion forum. Assignments must be completed by the designated weekly due dates. Tuition includes materials fee. Please visit our website for more information. 30 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
G rants & assi stanc e uniform administrative requirements for federal Grants: 2 Cfr 200 (subparts a-d) (Available in Two Formats: Live Classroom or Online!) Designed for recipient, pass-through, and Federal personnel. Students gain a fundamental understanding of the provisions of the Office of Management & Budget s (OMB) Uniform Guidance governing preaward, postaward, and closeout phases of Federal grants, cooperative agreements, and subawards. These administrative requirements are the cornerstone of Federal agency administrative grants regulations. This is a core course in all tracks of the GMCP. TM NOTE: This course covers revisions in OMB s Uniform Guidance (the Supercircular ). Locate and apply specific provisions to actual administrative issues Review recipient financial system procedures to assess compliance with the requirements Identify standards for title, use, and disposition of real and intangible property, equipment, and supplies Decide when grant records can be discarded Use the administrative requirements to guide corrective actions and enforcement measures Determine which contract clauses are required on contracts under grants Past, Present, and Future Development of the administrative requirements OMB s Uniform Guidance (the Supercircular ) Applicability and Implementation Flowthrough to subrecipients Agency implementations and deviations Provisions Structure of the administrative requirements OMB responsibilities Preaward requirements Postaward administration: Financial and program management Property standards Procurement standards Reports and records Termination and enforcement Closeout After the grant Contract provisions suggested PrerequIsItes: Introduction to Grants and Cooperative Agreements for Federal Personnel, or Managing Federal Grants and Cooperative Agreements for Recipients recommended follow-on Course: Cost Principles for Federal Grants CertIFICate program: Grants Management Certificate Program TM Course 2050 2 days $769 Call for info 888.545.8575 Instructor-Facilitated Online Course 2750 5 weeks of coursework, 1 week to complete exam. $849 atlanta, Ga May 26-27, 2015...15205018 Sep 21-22, 2015...15205027 austin, tx Jun 1-2, 2015...15205019 Boston, ma Jul 27-28, 2015...15205023 Chicago, Il May 4-5, 2015...15205015 Denver, Co apr 13-14, 2015...15205013 Nov 30-Dec 1, 2015...15205031 fort Worth, tx Mar 23-24, 2015...15205010 Kansas City, Ks apr 27-28, 2015...15205014 las Vegas, nv Jun 15-16, 2015...15205020 orlando, fl oct 26-27, 2015...15205029 Portland, or May 18-19, 2015...15205017 san francisco, Ca Mar 30-31, 2015...15205011 aug 31-Sep 1, 2015...15205025 apr 6-7, 2015...15205012 Sep 8-9, 2015...15205026 Nov 16-17, 2015...15205030 Mar 9-10, 2015...15205009 May 11-12, 2015...15205016 Jun 22-23, 2015...15205021 Jul 20-21, 2015...15205022 aug 10-11, 2015...15205024 oct 5-6, 2015...15205028 Dec 14-15, 2015...15205032 nasba CPe CreDIts: 16 Field of Study: Specialized Knowledge and Applications Course Level: Intermediate GaGas CPe CreDIts: 16 Course format: Lecture, discussion, hands-on practical exercises, case studies, and final exam Classes online: May 1-Jun 14, 2015...15275002 Jul 24-Sep 6, 2015...15275003 oct 2-Nov 15, 2015...15275004 GaGas CPe CreDIts: 20 Course format: Asynchronous, independent readings, discussion, practical exercises, case studies, quizzes, and final exam online Course DetaIls: Students are required to log into the course site at least once per week and should expect to spend two to five hours per week completing assignments and exchanging ideas and experiences in the discussion forum. Assignments must be completed by the designated weekly due dates. Tuition includes materials fee. Please visit our website for more information. Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 31
G rants & assi stanc e Cost Principles for federal Grants: 2 Cfr 200 (subpart e) and far 31.2 (Available in Two Formats: Live Classroom or Online!) Designed for recipient, pass-through, and Federal personnel responsible for grant-related financial actions (e.g., budget development or review, spending decisions, and audits). In this course, students gain a firm grounding in the concepts central to the cost principles, as well as practical experience applying cost principles to differing recipient types. This is a core course in all tracks of the GMCP. TM NOTE: This course covers revisions made to OMB s Uniform Guidance (the Supercircular ). Review factors affecting allocability of costs Apply appropriate tests to determine whether costs are reasonable Classify costs as typically direct or indirect Use the cost principles as reference tools to answer questions about allowability for sample selected items of cost, determine whether those sample costs are direct or indirect, and support answers with citations Review grant application budgets to determine cost allowability Analyze spending decisions to determine whether they are allowable Gain insight into grant cost disallowances by exploring agency and court decisions Development and Applicability Historical development of and changes to the cost principles Applicability to awards and subawards Allowability, Allocability, and Reasonableness Determining whether a cost meets these criteria Differences among the sets of cost principles Direct and Indirect Costs Selected Items of Cost Locating cost items in the cost principles Analyzing allowability Using and Applying the Cost Principles on the Job Budget development and review Spending decisions Documenting costs Site visits Audits and audit resolution suggested PrerequIsIte: Introduction to Grants and Cooperative Agreements for Federal Personnel, or Managing Federal Grants and Cooperative Agreements for Recipients recommended follow-on Courses: Advanced Cost Principles Financial Administration of Federal Grants for Recipients Uniform Administrative Requirements for Federal Grants Developing and Monitoring Indirect/ F&A Cost Rate Proposals at Local Governments, Universities, and Nonprofits CertIFICate program: Grants Management Certificate Program TM Course 2080 2 days $769 Call for info 888.545.8575 Instructor-Facilitated Online Course 2780 6 weeks of coursework, 1 week to complete exam. $869 atlanta, Ga May 28-29, 2015...15208018 Sep 23-24, 2015...15208028 austin, tx Jun 3-4, 2015...15208019 Boston, ma Jul 29-30, 2015...15208024 Chicago, Il May 6-7, 2015...15208015 Denver, Co apr 15-16, 2015...15208013 Dec 2-3, 2015...15208032 fort Worth, tx Mar 25-26, 2015...15208010 Kansas City, Ks apr 29-30, 2015...15208014 las Vegas, nv Jun 17-18, 2015...15208020 orlando, fl oct 28-29, 2015...15208030 Portland, or May 20-21, 2015...15208017 san francisco, Ca apr 1-2, 2015...15208011 Sep 2-3, 2015...15208026 apr 8-9, 2015...15208012 Sep 10-11, 2015...15208027 Nov 18-19, 2015...15208031 Mar 11-12, 2015...15208009 May 13-14, 2015...15208016 Jun 24-25, 2015...15208021 Jul 7-8, 2015...15208022 Jul 22-23, 2015...15208023 aug 12-13, 2015...15208025 oct 7-8, 2015...15208029 Dec 16-17, 2015...15208033 nasba CPe CreDIts: 16 Field of Study: Specialized Knowledge and Applications Course Level: Intermediate GaGas CPe CreDIts: 16 Course format: Lecture, discussion, hands-on practical exercises, case studies, and final exam Classes online: apr 3-May 24, 2015...15278002 June 5-Jul 26, 2015...15278003 aug 7-Sep 27, 2015...15278004 oct 16-Dec 13, 2015...15278005 GaGas CPe CreDIts: 27.5 Course format: Asynchronous, independent readings, discussion, practical exercises, case studies, quizzes, and final exam online Course DetaIls: Students are required to log into the course site at least once per week and should expect to spend two to five hours per week completing assignments and exchanging ideas and experiences in the discussion forum. Assignments must be completed by the designated weekly due dates. Tuition includes materials fee. Please visit our website for more information. 32 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
G rants & assi stanc e evaluating federal funds management Capabilities of recipients and subrecipients (Available in Two Formats: Live Classroom or Online!) Federal personnel involved in evaluating application budgets, exploring audit findings, and reviewing recipient financial management systems, as well as pass-through entities responsible for evaluating and selecting subrecipients, will find this course invaluable. Students gain the skills needed to determine whether current and prospective Federal award recipients and subrecipients are capable of managing Federal funds. This is an elective course in the Federal and Pass-Through Tracks of the GMCP. TM Perform a cost analysis of a grant budget and identify cost areas requiring explanation Explore Federal standards for recipient systems and benchmarks for adequacy Review a recipient/subrecipient s business management systems to identify deficiencies and determine appropriate corrective actions Use audit reports and financial statements to assess a recipient/subrecipient s management capabilities Introduction Importance of evaluation, approaches, and options Cost Analysis Purpose and steps involved Reviewing object class categories Business Management Systems Review Benchmarks for determining adequacy Steps for conducting the review Financial Statements What s in a financial statement? Using financial statements to evaluate capability Using Audit Reports Sources and types of audit reports Analyzing audit information Documenting Your Evaluation suggested PrerequIsItes: Introduction to Grants and Cooperative Agreements for Federal Personnel, or Subawarding for Pass-Through Entities CertIFICate program: Grants Management Certificate Program TM Course 2042 2 days $769 Call for info 888.545.8575 Instructor-Facilitated Online Course 2742 5 weeks of coursework. $849 atlanta, Ga Jul 16-17, 2015...15204208 austin, tx apr 8-9, 2015...15204204 Denver, Co aug 24-25, 2015...15204211 las Vegas, nv Mar 16-17, 2015...15204203 orlando, fl Jun 18-19, 2015...15204205 san Diego, Ca Nov 30-Dec 1, 2015...15204212 san francisco, Ca Jul 7-8, 2015...15204206 seattle, Wa aug 3-4, 2015...15204209 Jul 16-17, 2015...15204207 Mar 2-3, 2015...15204202 aug 4-5, 2015...15204210 nasba CPe CreDIts: 16 Field of Study: Finance (8 hours) and Specialized Knowledge and Applications (8 hours) Course Level: Intermediate GaGas CPe CreDIts: 16 Course format: Lecture, discussion, and hands-on practical exercises Classes online: Jun 5-Jul 12, 2015...15274202 Sep 4-oct 11, 2015...15274203 GaGas CPe CreDIts: 21 Course format: Asynchronous, independent readings, discussion, practical exercises, case studies, and quizzes online Course DetaIls: Students are required to log into the course site at least once per week and should expect to spend two to five hours per week completing assignments and exchanging ideas and experiences in the discussion forum. Assignments must be completed by the designated weekly due dates. Tuition includes materials fee. Please visit our website for more information. Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 33
G rants & assi stanc e audit of federal Grants and Cooperative agreements: 2 Cfr 200 (subpart f) (Available in Two Formats: Live Classroom or Online!) This course is designed for recipients, pass-through entities, and subrecipients subject to Federal audit requirements; Federal personnel responsible for audit report review or resolution; and auditors. Students gain an in-depth understanding of the audit requirements for Federal grants, with a focus on the Single Audit process from preparing for an audit and hiring an auditor through audit resolution. This is an elective course in all tracks of the GMCP. TM Review Single Audit requirements Trace the auditor s steps in conducting an audit Use Single Audit criteria to evaluate the adequacy of an audit reporting package Locate key information in a sample audit reporting package Review sample findings and questioned costs Overview Grant audits: the players, their authority, and their roles Audit requirements and guidance: The Office of Management and Budget s (OMB) Uniform Guidance, the Compliance Supplement, and the Government Accountability Office (GAO) Yellow Book Procuring the Services of an Auditor Planning and Conducting the Audit What the auditor does Determining major programs Assessing program risk Internal controls and compliance testing Audit results and findings Monitoring the auditor s performance suggested PrerequIsItes: Introduction to Grants and Cooperative Agreements for Federal Personnel, or Managing Federal Grants and Cooperative Agreements for Recipients CertIFICate program: Grants Management Certificate Program TM Audit Readiness Being prepared for an audit Common audit findings Single Audit Reporting Reporting package contents and submission procedures Federal Audit Clearinghouse database Audit Follow-up and Resolution Course 2052 2 days $769 Call for info 888.545.8575 Instructor-Facilitated Online Course 2752 5 weeks of coursework. $849 atlanta, Ga Nov 18-19, 2015...15205219 austin, tx May 6-7, 2015...15205205 Chicago, Il aug 12-13, 2015...15205210 Denver, Co aug 26-27, 2015...15205213 fort Worth, tx Jul 22-23, 2015...15205209 nashville, tn Sep 16-17, 2015...15205215 orlando, fl Mar 11-12, 2015...15205204 Phoenix, az Dec 16-17, 2015...15205221 Portland, or Jun 10-11, 2015...15205207 san Diego, Ca Dec 2-3, 2015...15205220 san francisco, Ca Jul 9-10, 2015...15205208 Sep 28-29, 2015...15205216 seattle, Wa aug 24-25, 2015...15205212 aug 19-20, 2015...15205211 Mar 4-5, 2015...15205203 May 7-8, 2015...15205206 Sep 9-10, 2015...15205214 oct 1-2, 2015...15205217 oct 15-16, 2015...15205218 nasba CPe CreDIts: 16 Field of Study: Auditing (Governmental) Course Level: Intermediate GaGas CPe CreDIts: 16 Course format: Lecture, discussion, hands-on practical exercises, and case studies required materials: Students must bring a calculator to class Classes online: apr 10-May 17, 2015...15275201 aug 7-Sep 13, 2015...15275202 oct 9-Nov 15, 2015...15275203 GaGas CPe CreDIts: 20 Course format: Asynchronous, independent readings, discussion, practical exercises, case studies, and quizzes online Course DetaIls: Students are required to log into the course site at least once per week and should expect to spend two to five hours per week completing assignments and exchanging ideas and experiences in the discussion forum. Assignments must be completed by the designated weekly due dates. Tuition includes materials fee. Please visit our website for more information. 34 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
G rants & assi stanc e financial administration of federal Grants for recipients (Available in Two Formats: Live Classroom or Online!) This course is designed for grant recipient personnel responsible for financial-related tasks on Federal awards, both non-accountants and accountants who are new to the grants field. Students develop a working understanding of how to financially administer grants and learn techniques for meeting their fiscal obligations throughout the grant lifecycle. This is an elective course in the Pass-Through and Recipient Tracks of the GMCP. TM Examine a notice of grant award to identify provisions that impact financial administration Relate an approved project budget to a chart of accounts Calculate cost-share and program income Properly track and charge costs across multiple programs Prepare financial reports that meet Federal requirements Determine if prior approval of expenditures is required Gain perspective for self-evaluation by creating a financial management desk review checklist, conducting a desk review of a sample recipient, and developing a list of findings and recommendations Federal Requirements and Your Financial Management System Preaward Considerations Elements of a financial management system The chart of accounts Revenue and Income Federal assistance Cost-share/in-kind contributions Program income Handling Project Costs Charging preaward, direct, and indirect costs Allocating costs to multiple projects Reporting Financial Information Completing Federal financial reports (SF- 425) Using financial reports to monitor grants Closing Out the Grant Applying Lessons Learned Preparing for third-party reviews suggested PrerequIsItes: Cost Principles for Federal Grants, or Business Management Systems for Grant Recipients CertIFICate program: Grants Management Certificate Program TM Course 2076 2 days $769 Call for info 888.545.8575 Instructor-Facilitated Online Course 2776 5 weeks of coursework. $849 atlanta, Ga Dec 3-4, 2015...15207615 austin, tx May 4-5, 2015...15207603 Boston, ma Nov 4-5, 2015...15207614 Chicago, Il oct 15-16, 2015...15207613 Denver, Co Jun 10-11, 2015...15207607 fort Worth, tx Jun 25-26, 2015...15207609 las Vegas, nv Jul 20-21, 2015...15207610 nashville, tn apr 1-2, 2015...15207604 Phoenix, az May 28-29, 2015...15207605 Portland, or Jun 8-9, 2015...15207606 san francisco, Ca Sep 8-9, 2015...15207611 Jun 22-23, 2015...15207608 Sep 17-18, 2015...15207612 nasba CPe CreDIts: 16 Field of Study: Finance Course Level: Intermediate GaGas CPe CreDIts: 16 Course format: Lecture, discussion, hands-on practical exercises, and case studies required materials: Students must bring a calculator to class Classes online: aug 14-Sep 20, 2015...15277602 GaGas CPe CreDIts: 21 Course format: Asynchronous, independent readings, discussion, practical exercises, case studies, and quizzes online Course DetaIls: Students are required to log into the course site at least once per week and should expect to spend two to five hours per week completing assignments and exchanging ideas and experiences in the discussion forum. Assignments must be completed by the designated weekly due dates. Tuition includes materials fee. Please visit our website for more information. Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 35
G rants & assi stanc e advanced Cost Principles: avoiding Problem areas and responding to questioned Costs (Available in Two Formats: Live Classroom or Online!) This course is designed for grant recipient accountants and project managers, auditors, Federal monitoring staff, or anyone responsible for making and documenting decisions about the allowability of complex costs under a Federal grant. This course builds on knowledge and skills taught in Management Concepts Cost Principles for Federal Grants course. Students should complete Cost Principles before taking this course. This is an elective course in all tracks of the GMCP. TM Review and discuss complex cost allowability issues raised in agency appeals board decisions and Inspector General reports Apply a cost justification framework to support decisions about complex costs Debate a cost allowability issue Resolve questioned costs following an audit Major Areas of Cost Disallowances Compensation: salaries, level of effort, and other issues Indirect costs/cost allocation Conflicts of interest and less-than-armslength transactions Cost sharing/matching How to handle costs not covered in the cost principles Dealing with Questioned Costs How questioned costs arise Standards for cost documentation Developing a supportable decision regarding cost allowability Defending cost allowability decisions suggested PrerequIsIte: Cost Principles for Federal Grants CertIFICate program: Grants Management Certificate Program TM Course 2084 1 day $599 Call for info 888.545.8575 Instructor-Facilitated Online Course 2784 3 weeks of coursework. $639 atlanta, Ga Sep 25, 2015...15208416 austin, tx May 8, 2015...15208405 Boston, ma Nov 6, 2015...15208419 Chicago, Il May 8, 2015...15208410 Denver, Co Dec 4, 2015...15208420 fort Worth, tx Mar 27, 2015...15208406 Kansas City, Ks May 1, 2015...15208409 las Vegas, nv Jun 19, 2015...15208412 orlando, fl oct 30, 2015...15208418 Portland, or May 22, 2015...15208411 san Diego, Ca Dec 4, 2015...15208421 san francisco, Ca apr 3, 2015...15208407 seattle, Wa aug 5, 2015...15208414 apr 10, 2015...15208408 Mar 13, 2015...15208404 Jun 26, 2015...15208413 Sep 11, 2015...15208415 oct 9, 2015...15208417 nasba CPe CreDIts: 8 Field of Study: Auditing (Governmental) Course Level: Advanced GaGas CPe CreDIts: 8 Course format: Lecture, discussion, hands-on practical exercises, and case studies Classes online: Mar 6-29, 2015...15278401 Jul 10-aug 2, 2015...15278402 oct 30-Nov 22, 2015...15278403 GaGas CPe CreDIts: 14.5 Course format: Asynchronous, independent readings, discussion, practical exercises, case studies, and quizzes online Course DetaIls: Students are required to log into the course site at least once per week and should expect to spend two to five hours per week completing assignments and exchanging ideas and experiences in the discussion forum. Assignments must be completed by the designated weekly due dates. Tuition includes materials fee. Please visit our website for more information. 36 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
G rants & assi stanc e federal assistance law In this challenging course, students develop an in-depth understanding of the legal underpinnings of Federal assistance through analyzing and discussing actual court cases and appeals board decisions. This course is appropriate for recipient, pass-through, and Federal personnel interested in how legal issues affect Federal grants administration. This is an elective course in all tracks of the GMCP. TM Explore the legal basis for awarding grants and cooperative agreements Consider the legal differences between grants and contracts Discuss how statutes, regulations, and judicial decisions impact everyday grant and cooperative agreement administration Analyze Federal court and agency appeals board cases focusing on issues such as protections under the Privacy Act, rights under the Freedom of Information Act, and interpretations of statutory requirements by awarding agencies Identify penalties that may be imposed on recipients that fail to comply with Federal requirements Legal Bases for Providing Assistance Congressional authority Role of Federal agencies Legal status of grants and contracts The Funding Process Funds in the Hands of the Recipient Executive and Agency Rules Authority of the President and the Office of Management and Budget (OMB) Rulemaking OMB common rules Enforcement of Grant Agreements and Legal Remedies Authorities that govern grant agreements Recovery of funds Administrative remedies and court actions Recipient Appeal of Adverse Agency Decisions Judicial Review Agency actions subject to judicial review Exhaustion of administrative remedies, standing to sue, and due process CertIFICate program: Grants Management Certificate Program TM additional Grants & Assistance Courses to AccelerAte Your Career Please visit www.managementconcepts.com/grants for more training courses in our Grants & assistance program. Below is just a sample of the additional courses we offer: appropriations Law for Federal Grants (Course 2045)* Closeout of Grants for Federal Personnel (Course 2048)* Cooperative agreements and Substantial Involvement (Course 2044)* Detecting and Preventing Fraud on Federal Grant Projects (Course 2093)* Federal Grants update 2015 (Course 2015) Grants administration for Federal Program Personnel (Course 2049)* Procuring Goods and Services under Federal Grants (Course 2071)* understanding National Policy requirements affecting Grants (Course 2067)* Course 2046 3 days $869 Call for info 888.545.8575 atlanta, Ga Nov 2-4, 2015... 15204609 Denver, Co aug 4-6, 2015... 15204606 san francisco, Ca Dec 7-9, 2015... 15204610 seattle, Wa May 12-14, 2015... 15204604 Mar 23-25, 2015... 15204602 apr 27-29, 2015... 15204603 Jul 7-9, 2015... 15204605 Sep 1-3, 2015... 15204607 oct 27-29, 2015... 15204608 nasba CPe CreDIts: 24 Field of Study: Business Law Course Level: Advanced GaGas CPe CreDIts: 24 suggested PrerequIsItes: Introduction to Grants and Cooperative Agreements for Federal Personnel, or Managing Federal Grants and Cooperative Agreements for Recipients Course format: Lecture, discussion, and case studies *These courses fulfill core or elective requirements of one or more Management Concepts certificate programs. For more information about certificate programs, see pages 4-5 or visit www.managementconcepts.com/gmcp. Check out our website today for a complete list of courses, locations, dates, and registration information! Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 37
FM about financial management What our Financial management Students are Saying... Budgeting and accounting: making the Connection (See page 41) It is nice to see and understand the BIG picture. Internal Controls: meeting federal requirements for accountability (See page 43) The instructor s stories were awesome and helped me to understand how the training was relevant to the job. With the reality of constrained budgets where there is less and less funding to go around, Federal agencies need to carefully manage how they spend their money. Management Concepts Financial Management training courses equip government professionals with the tools needed to tackle financial issues in the current Federal environment. We hold more than 750 financial management classes annually for our Federal audience, making it easy to find the training topic, schedule, location, and delivery format that is right for you. DoD Fm Certification More than 100 of our courses map to the new DoD Financial Management Certification requirements. Visit www.managementconcepts.com/dod. harness Your Data Data-driven decision-making is critical. Acquire the financial analysis skills you need to succeed! Visit www.managementconcepts.com/analytics. Where s the FIar? We offer Internal Control training to meet DoD Financial Improvement and Audit Readiness (FIAR) requirements. Visit www.managementconcepts.com/fiar. Fm Connect our online tool, Fm Connect, will help simplify the certification process! See page 42 or visit www.managementconcepts.com/fmconnect. AccelerAte Your Career CertIFICate programs Many of our courses fulfill core or elective requirements of a certificate program or track in one or more of the following subject areas (see pages 4-5). Look for the color-coded notations on eligible courses. federal financial management Certificate Program (ffmcp) Grants Management Certificate Program TM (GMCP TM ) leadership & management Project & Program management 38 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
f I nancial manag ement federal financial management overview This course provides students with a comprehensive overview of the range of Federal financial management disciplines. Both financial and nonfinancial personnel will benefit from learning how the components of financial management budgeting, accounting, reporting, financial operations, auditing, appropriations law, and internal control fit together in Federal agencies. Most participants in this course work in accounting or budgeting offices in entry or lower level positions. They are often new arrivals to the Federal environment who are looking for information about the bigger picture of financial management to provide context for their work. Another category of participants is the more experienced program personnel who need a greater understanding of the financial aspect of their organizations operations. They may have been recently promoted to positions of greater responsibility wherein they now participate in budgeting decisions and are held responsible for financial performance. Federal financial management terminology Identify the legislative requirements for financial management in the Federal government Describe the Federal budget process Describe how to track and control budget execution Explain how agencies prepare budgets Identify financial management system requirements Summarize the importance of internal control Discuss the function of Federal financial statements Identify the audit and review process The Federal Budget Process Budgeting and trends in spending Efforts to reduce the budget deficit Emphasis on accountability and results Budget Formulation Government Performance and Results Act Modernization Act (GPRAMA) Strategic planning Annual performance plans The budget calendar and timing Office of Management and Budget (OMB) and Presidential review of agency budgets Roles of headquarters and agency units Estimating costs and sources of cost information Preparing the formal budget Budget proposals and justifications The OMB passback Gaining Congressional Approval Congressional action on the President s budget Adopting the budget resolution The congressional budget resolution process Role of the Congressional Budget Office (CBO) Authorization and reconciliation bills How agencies get their funds Reimbursements and revolving funds Budget authority vs. outlays Executing and Controlling the Budget (Using Appropriated Funds) Legal control on the use of funds The Antideficiency Act and penalties for violation Funds control procedures Course 5051 3 days $799 Call for info 888.545.8575 Budget revisions Transfers and reprogramming Impoundments Financial Operations Paying bills and collecting money The Prompt Payment Act and interest penalties Calculating payment due date Debt Collection Improvement Act of 1996 Accounting for the Use of Funds Objectives of Federal financial reporting Statements of Federal Financial Accounting Concepts (SFFAC) and Standards (SFFAS) Setting Federal financial management system requirements What is managed in a financial system? Legislative efforts to improve Federal financial management systems The U.S. Standard General Ledger (USSGL) Internal Control Impact of the Integrity Act The Government Accountability Office (GAO) Standards for Internal Control in the Federal Government OMB Circular A-123, Appendix D requirements Assessing internal controls and correcting deficiencies Internal Control over Financial Reporting Federal Financial Reporting Federal financial statements The Reports Consolidation Act of 2000 Performance and Accountability Reports (PAR) Notes to the financial statements Supplementary information Auditing Purpose of auditing and stakeholders The general standards Financial audits Attestation engagements Performance audits Who processes audit reports? Non-audit services that auditors perform CertIFICate programs: federal financial management Certificate Program Project & Program management Boston, ma aug 10-12, 2015...15505112 Chicago, Il Jul 27-29, 2015...15505111 Dallas, tx aug 24-26, 2015...15505113 Denver, Co apr 13-15, 2015...15505105 las Vegas, nv Mar 16-18, 2015...15505103 san francisco, Ca apr 27-29, 2015...15505106 seattle, Wa May 11-13, 2015...15505108 apr 1-3, 2015...15505104 May 4-6, 2015...15505107 Jun 15-17, 2015...15505109 Jul 13-15, 2015...15505110 aug 24-26, 2015...15505114 Sep 14-16, 2015...15505115 oct 14-16, 2015...15505116 Nov 18-20, 2015...15505117 Nov 30-Dec 2, 2015...15505118 nasba CPe CreDIts: 24 Field of Study: Finance Course Level: Overview Cet CreDIts: 24 Ceu CreDIts: 1.9 ClP: 24 PrerequIsItes: None Course format: Lecture, group discussion, and class exercises required materials: Students must bring a calculator to class Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 39
f I nancial manag ement CP-11 mandatory Course appropriations law seminar This course is designed for anyone who deals with money in the Federal government, from budget analysts to certifying officers to attorneys. This course enables students to understand their fiduciary responsibilities concerning appropriated funds in the Federal government. Through guided lectures and case studies, students explore the Government Accountability Office (GAO) Principles of Federal Appropriations Law (the Red Book), Volumes I and II, and learn how to use the Red Book as an on-the-job reference. This course enables students to determine the availability of appropriations as to purpose, time, and amount. This course also provides students with the knowledge to ensure that obligations are charged to the correct fund sources, which can help certifying officers to avoid spending personal money to correct errors. Students will also learn to avoid Antideficiency Act (ADA) violations, which, in many cases, lead to negative audit and congressional reports. Determine the legal availability of appropriations as to purpose, time, and amount Promote the legal obligation of funds Ensure that obligations are charged to the correct fund sources Avoid violations of the ADA Avoid negative audit and congressional reports Avoid spending personal money to correct errors as a certifying officer or purchase cardholder Identify the sources and other basics of appropriations law Describe the correct course of action when funds need to be reprogrammed or transferred, or when laws are in conflict or unclear Appropriations Law Basics Sources of appropriations law How an office gets money Appropriation acts compared with authorization acts Transferring and reprogramming What to do when more than one appropriation or fund is available Interpreting the law and clarifying unclear laws Appropriations Available as to Purpose The purpose law and necessary expense doctrine Attendance at meetings and conventions Using appropriated funds for entertainment, food, and recreation Gifts, awards, and mementos distributed by the agency Paying for insurance and membership fees When to use appropriated funds for wearing apparel Determining when the government must pay a tax or a fee Appropriations Available as to Time Review key time principles and the Bona Fide Needs Rule How to decide which fiscal year to charge Severable and non-severable services Prohibition on payments in advance Year-end spending rules Contract issues, including terminations, replacement contract authorities, modifications, and amendments Appropriations Available as to Amount Provisions of the ADA and exceptions Understanding the penalties for violation How to report an ADA violation Handling online Terms of Service (TOS) agreements Miscellaneous Receipts statute and related augmentation issues How to best prevent ADA violations Other Appropriations Law Issues Criteria for recording obligations, including contracts, salaries, and grants Operating under a continuing resolution Liability and relief of accountable officials CertIFICate programs: federal financial management Certificate Program Project & Program management Course 5111 4 days $969 Call for info 888.545.8575 Boston, ma apr 6-9, 2015...15511115 Chicago, Il aug 10-13, 2015...15511141 Columbus, oh Jul 27-30, 2015...15511137 Dallas, tx Mar 16-19, 2015...15511111 Denver, Co Mar 2-5, 2015...15511108 apr 28-May 1, 2015...15511120 Heidelberg, Germany Jun 2-5, 2015...15511128 Honolulu, HI apr 7-10, 2015...15511116 Indianapolis, In May 11-14, 2015...15511122 Kansas City, Ks May 18-21, 2015...15511125 las Vegas, nv apr 21-24, 2015...15511119 new orleans, la Mar 2-5, 2015...15511109 new York, ny Jul 13-16, 2015...15511134 orlando, fl aug 4-7, 2015...15511139 san antonio, tx Jun 15-18, 2015...15511130 san francisco, Ca apr 13-16, 2015...15511117 seattle, Wa Jul 13-16, 2015...15511133 Mar 23-26, 2015...15511113 May 18-21, 2015...15511124 Jul 21-24, 2015...15511136 aug 17-20, 2015...15511143 Sep 14-17, 2015...15511146 Sep 28-oct 1, 2015...15511149 Dec 1-4, 2015...15511155 Virginia Beach, Va aug 17-20, 2015...15511142 Mar 9-12, 2015...15511110 Mar 17-20, 2015...15511112 Mar 31-apr 3, 2015...15511114 apr 13-16, 2015...15511118 May 5-8, 2015...15511121 May 12-15, 2015...15511123 May 18-21, 2015...15511126 Jun 1-4, 2015...15511127 Jun 8-11, 2015...15511129 Jun 22-25, 2015...15511131 Jul 6-9, 2015...15511132 Jul 14-17, 2015...15511135 Jul 28-31, 2015...15511138 aug 10-13, 2015...15511140 aug 24-27, 2015...15511144 Sep 1-4, 2015...15511145 Sep 14-17, 2015...15511147 Sep 21-24, 2015...15511148 oct 5-8, 2015...15511150 oct 20-23, 2015...15511151 oct 27-30, 2015...15511152 Nov 17-20, 2015...15511153 Dec 1-4, 2015...15511154 Dec 14-17, 2015...15511156 nasba CPe CreDIts: 32 Field of Study: Business Law Course Level: Basic Cet CreDIts: 32 Ceu CreDIts: 2.5 ClP: 32 PrerequIsItes: None Course format: Lecture, group discussion, and case studies 40 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
f I nancial manag ement Instructor-Led Online Course 5127 2 days $649 Course 5527 2 Days $649 Call for info 888.545.8575 Denver, Co Jun 4-5, 2015...15512702 Mar 16-17, 2015...15512701 Jun 18-19, 2015...15512703 aug 17-18, 2015...15512704 oct 22-23, 2015...15512705 the antideficiency act This course will help all employees understand the misapplication of appropriations law principles that leads to violations of the Antideficiency Act (ADA), including improper acceptance of gifts and travel benefits and illegal augmentations to appropriations. This course is designed for those who deal with funding authority and need to prevent, detect, or investigate ADA violations. This includes disbursing officers, certifying officers, accountable officials, auditors, budget analysts, accountants, contracting officers, program and project managers, engineers, information systems personnel, and attorneys. Describe the appropriations process and terms surrounding ADA violations Identify ADA violations Apply the provisions of the ADA Describe ADA violations and reporting Recognize exceptions to the ADA Discuss ADA cases applicable to today s appropriations law environment Overview of the Antideficiency Act Limitations on amount Reach of the ADA Administrative control of funds Appropriations Lifecycle of an appropriation Overobligation of appropriations Federal Acquisition Streamlining Act (FASA) of 1994 Specific appropriation limitations regarding purpose violations Continuing resolutions nasba CPe CreDIts: 16 Field of Study: Business Law Course Level: Intermediate Cet CreDIts: 16 Ceu CreDIts: 1.3 ClP: 16 PrerequIsItes: None Apportionments Administrative subdivision of apportionments Exemptions from apportionment Apportionment timing Voluntary services The Augmentation Principle Augmentation exceptions Contract concerns The Economy Act Revolving funds and trust funds Investigating and Reporting Violations Conducting an investigation Penalties for violations ADA reporting CertIFICate programs: federal financial management Certificate Program Project & Program management recommended follow-on Courses: Internal Controls: Meeting Federal Requirements for Accountability Budget Formulation Budget Execution Course format: Lecture, group discussion, and case studies appropriations law refresher and update This course is designed for students who have had appropriations law training within the last three years. This course covers the latest changes in the Government Accountability Office (GAO) Principles of Federal Appropriations Law (the Red Book) and recent case rulings. Appropriations law changes from time to time as Congress revises laws and the Comptroller General interprets them. Likewise, as technology changes, existing law may require reinterpretation. This course is designed to refresh and update key appropriations law principles by using recent GAO case decisions (generally those issued within the last three to four years) to revisit major topics in appropriations law and explore how guidance may have evolved. Students are also introduced to key research tools and resources to help them with their appropriations law questions back on the job. NOTE: This course is a refresher and update, not a substitute for the Appropriations Law Seminar. Recognize and apply changes to appropriations law Maintain a solid understanding of principles of appropriations law Review of the Legal Framework and Research Areas Appropriations and committees Impoundment actions Charging the correct appropriation Constancy, conflict, and confusion with law Purpose Review and Update Key purpose issues and the purpose law Expenses for non-federals at meetings Government employee legal expenses Using appropriated funds for food expenses Determining how to handle taxes and fees levied against the government Purpose law violations and the ADA Instructor-Led Online Course 5157 2 days $649 Course 5557 2 Days $649 Call for info 888.545.8575 Denver, Co Jun 11-12, 2015...15515703 May 11-12, 2015...15515702 Mar 12-13, 2015...15515701 May 11-12, 2015...15515708 Jun 15-16, 2015...15515704 Jul 23-24, 2015...15515705 Sep 17-18, 2015...15515706 Nov 23-24, 2015...15515707 nasba CPe CreDIts: 16 Field of Study: Business Law Course Level: Update Cet CreDIts: 16 Time and Amount Review and Update Review of time principles and the Bona Fide Needs Rule Multiple-year contract authority and issues Principles for advance payments Review of the ADA and penalties for violation Voluntary services and exceptions related to augmentation Making obligations and the requirements for a legal contract Review of other important issues, including supplemental appropriations, liability and relief of accountable officials, and grants CertIFICate programs: federal financial management Certificate Program Project & Program management Ceu CreDIts: 1.3 ClP: 16 suggested PrerequIsIte: Appropriations Law Seminar Course format: Lecture, group discussion, and case studies Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 41
f I nancial manag ement Budget analyst s essential Guide to formulation, justification, and execution This course provides a guided tour through the tasks of a budget analyst. Students will learn how their work fits into the budget process and ways to make their work more effective. The result will be a budget analyst who is equipped to prioritize tasks, resource demands, and strategies and is therefore better able to facilitate the program s resource management function. This course is designed for financial management and non-financial management personnel who could benefit from a guided tour through the Federal budget process to improve their skills in formulating, justifying, and executing agency budgets. NOTE: This course covers the basic concepts in our three intermediate-level budgeting courses: Budget Formulation, Budget Justification: Effective Preparation and Submission, and Budget Execution. Individuals seeking more in-depth skills are encouraged to enroll in any combination of these intermediate courses. Facilitate your agency s participation in the Federal budget process Budget for costs involving labor and nonlabor categories by object class and major program activity Identify the characteristics of an outcomesoriented justification and critique justifications written by others Collaborate with program managers to track, monitor, and analyze program spending Ensure alignment with the financial plan and apply tools to modify it when appropriate Budget for agency performance based on legislative and Office of Management and Budget (OMB) requirements Accommodate requirements of the Government Performance and Results Act Modernization Act (GPRAMA) in the ongoing effort to budget for agency performance The Federal Budget Process in the Age of Performance Budget concepts and terms Budget authority vs. outlays The President s Budget Command for performance The budget cycle and calendar Executive and legislative branch roles The congressional enactment process Budgeting for Performance Evolution of budgeting and accounting legislation The role of GPRAMA Program assessment in Federal agency budget activities Planning, budgeting, analysis, and the accountability framework Managing for results Budget and performance integration Advantages and disadvantages of budgeting for performance Developing the Unit Budget Key steps in formulating a unit budget Categorizing costs by object class Assumptions for formulating a unit budget Effective Budget Justifications General requirements for justifications Linking funding to performance Budget submissions to OMB Tips and techniques for writing effective budget justifications Budget Execution The Government Accountability Office (GAO) Standards for Internal Control in the Federal Government (the Green Book) Funds distribution and the budget execution process Availability of budgetary resources The lifecycle of an appropriation Key execution activities Receipt of an appropriation Types of appropriations Establishment of a fund balance with the Department of Treasury Receipt of an apportionment Developing the financial plan Allotment and suballotment Commitments and obligations Reimbursable authority Revolving funds The Antideficiency Act (ADA) and penalties for violation Techniques for tracking and controlling funds Monitoring a financial plan Revision of an operating plan Budget execution flexibility CertIFICate program: federal financial management Certificate Program Course 5321 3 days $799 Call for info 888.545.8575 austin, tx Jul 15-17, 2015...15532127 Baltimore, md aug 3-5, 2015...15532118 Chicago, Il Jul 15-17, 2015...15532116 Dallas, tx Jun 17-19, 2015...15532113 Denver, Co Jun 1-3, 2015...15532111 las Vegas, nv Jun 3-5, 2015...15532112 new orleans, la Sep 16-18, 2015...15532126 Philadelphia, Pa Mar 9-11, 2015...15532105 san francisco, Ca aug 19-21, 2015...15532120 Mar 18-20, 2015...15532106 Mar 30-apr 1, 2015...15532107 apr 15-17, 2015...15532108 apr 27-29, 2015...15532109 May 18-20, 2015...15532110 Jun 22-24, 2015...15532114 Jul 6-8, 2015...15532115 Jul 22-24, 2015...15532117 aug 17-19, 2015...15532119 aug 24-26, 2015...15532121 Sep 9-11, 2015...15532122 oct 7-9, 2015...15532123 Nov 18-20, 2015...15532124 nasba CPe CreDIts: 24 Field of Study: Finance Course Level: Basic Cet CreDIts: 24 Ceu CreDIts: 1.9 ClP: 24 PrerequIsItes: None recommended follow-on Courses: Appropriations Law Seminar Budget Formulation Budget Execution Budget Justification: Effective Preparation and Submission Course format: Lecture, group discussion, and class exercises required materials: Students must bring a calculator to class 42 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
f I nancial manag ement Budget estimating using microsoft excel This course is designed for budget and program analysts, as well as financial resource professionals who want to accelerate their productivity using Microsoft Excel to estimate and present budget needs for any program. The course leads students through a discussion of each phase of the budget process, a determination of the key players in each phase, and the governing directives and the agency procedures involved. Budgeting and accounting: making the Connection This course is designed for Federal budgeting and accounting personnel who need to understand the basic elements of budget preparation, accounting and the use of budgetary authority, and the fiscal performance of activities as reflected in financial statements. The course is also designed for financial managers and auditors who need more accounting and budget information to gain a better understanding of Federal financial management as a whole. Build a complete budget workbook using Microsoft Excel Link budget data into Microsoft PowerPoint and Word documents Improve worksheet design using formulas, such as =IF, =VLOOKUP, and Conditional Formatting Create charts and graphs for budget presentations Insert budget trendlines and perform simple regression Prepare budget estimates using the analogy, complete enumeration, parametric, and extrapolation techniques Design and produce a representative budget from a case study Reviewing key sections of the Office of Management and Budget (OMB) Circular A-11 Customizing the quick access toolbar and ribbon Keyboard tricks and shortcuts Navigating a worksheet and understanding its dimensions Using Excel functions and formulas Using the =VLOOKUP function Using the =IF function and defining the test or condition Using the nested =IF function and conditional formatting Using Excel to create graphs and show trendlines Checking errors and auditing formulas Explore the automatic error correction capability CertIFICate programs: federal financial management Certificate Program Project & Program management Make the connection between budgeting and accounting Apply budgeting and accounting terminology appropriately Track budgetary and proprietary accounting transactions through the budget execution process Describe the U.S. Standard General Ledger (USSGL) account structure Relate budget obligations to agency assets, liabilities, and expenses Determine unfunded budget requirements from accounting reports Improve budget estimating with accounting information Linking the budgeting process to the accounting process and budgetary resources to financial requirements The elements of a budget and the resources available to an agency Roles of the Federal Accounting Standards Advisory Board (FASAB) and the Office of Management and Budget (OMB) in agency financial reporting Budgetary and proprietary accounting Using accounting data to guide the budget formulation processes CertIFICate program: federal financial management Certificate Program Course 5106 2 days $649 Call for info 888.545.8575 Course 5155 3 days $799 Call for info 888.545.8575 aug 17-19, 2015...15515507 Mar 9-11, 2015...15515502 apr 15-17, 2015...15515503 May 20-22, 2015...15515504 Jun 22-24, 2015...15515505 Jul 27-29, 2015...15515506 Sep 14-16, 2015...15515508 Dec 2-4, 2015...15515509 nasba CPe CreDIts: 24 Field of Study: Finance Course Level: Basic Cet CreDIts: 24 Ceu CreDIts: 1.9 ClP: 24 suggested PrerequIsIte or experience: Basic knowledge of Microsoft Excel terminology and familiarity with formatting, charting, and mathematical functions recommended follow-on Courses: Program and Budget Analysis Using Microsoft Excel Any intermediate-level budgeting course Course format: Lecture, group discussion, and class exercises. Approximately 75 percent of class time involves using Microsoft Excel Course InCluDes ComPuter use atlanta, Ga Jun 25-26, 2015...15510609 austin, tx Jul 13-14, 2015...15510621 Chicago, Il Jul 13-14, 2015...15510610 Dallas, tx Jun 15-16, 2015...15510607 new orleans, la Sep 14-15, 2015...15510620 san francisco, Ca aug 17-18, 2015...15510614 Jun 18-19, 2015...15510608 apr 6-7, 2015...15510603 May 4-5, 2015...15510604 Jun 1-2, 2015...15510605 Jun 8-9, 2015...15510606 Jul 20-21, 2015...15510611 Jul 27-28, 2015...15510612 aug 10-11, 2015...15510613 Sep 2-3, 2015...15510615 Sep 17-18, 2015...15510616 oct 5-6, 2015...15510617 Nov 30-Dec 1, 2015...15510618 Dec 10-11, 2015...15510619 nasba CPe CreDIts: 16 Field of Study: Accounting (Governmental) and Finance Course Level: Basic Cet CreDIts: 16 Ceu CreDIts: 1.3 ClP: 16 PrerequIsItes: None recommended follow-on Courses: Budget Execution Budget Formulation Preparing Federal Financial Statements Using the U.S. Standard General Ledger Course format: Lecture, group discussion, and class exercises required materials: Students must bring a calculator to class Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 43
Determine Your DoD FM Certification training Gaps with FM Connect FM Connect THE 3-STEP TRAINING GAP ANALYZER APP Confused about DoD Fm Certification requirements? We can help! management Concepts has mapped more than 100 of our courses to the DoD fm Certification Program requirements and launched our exclusive online tool, FM Connect. Designed to make it easy as possible for financial management professionals to earn their certification, FM Connect helps you determine your DoD fm Certification training gaps in three easy steps! register for your Free FM Connect account today and discover your DoD fm Certification training gaps for every track, every level. For more information and to register for the tool, visit www.managementconcepts.com/fmconnect. 42
f I nancial manag ement Internal Controls: meeting federal requirements for accountability This course demonstrates how internal control is an integral part of every aspect of management through explaining what internal controls are (the organization, policies, and procedures of an agency) and how good controls are necessary to effectively and efficiently carry out the agency mission at all levels and in all operations. It is designed for program and project managers, supervisors, and staff in all disciplines and at all levels, including internal review staff. This course is essential for internal control program administrators and coordinators, assessable unit managers, and anyone involved in the annual assessment of internal controls required by the Federal Managers Financial Integrity Act (FMFIA). This course provides a strong foundation in how to build and assess controls, as well as how to reduce the risk of waste, fraud, and mismanagement. Understand how internal control is an integral part of everyday work Review and test internal controls and identify vulnerabilities Determine the cause of control weaknesses Improve controls in any organization Conduct a risk assessment Apply the GAO internal control standards Successfully organize the internal control assessment process Identify an organization s assessable units Develop annual statements of assurance as required by law Understanding Internal Controls What are internal controls? Why internal controls are important Fundamental components of controls What controls mean to managers The role of internal controls as an integral part of management GAO Internal Control Standards Enterprise risk management Intention of the five updated GAO standards The five standards: Control environment Risk assessment Control activities Information and communication Monitoring How you can use GAO guidance to design and assess controls Legal Requirements and the Internal Control Process Internal control mandates Control requirements of the Integrity Act Major Office of Management & Budget (OMB) management requirements impacting internal controls How internal control is assessed Risk Assessment Risk identification Internal and external risk Role of risk in the Federal government The relationship between risk and control The three major types of risk Risk management process and framework How risk management is accomplished Conducting an Internal Control Review Purpose, content, requirements, and documentation for internal control reviews The major steps in an internal control review Corrective Action Plans Purpose, principles, and requirements for a Corrective Action Plan (CAP) Reporting control deficiencies Purpose, principles, and requirements for a Corrective Action Review (CAR) Correcting internal control deficiencies CAR report Internal Controls Reporting: Legal, Regulatory, and Agency Requirements FMFIA and OMB reporting requirements on internal controls Section 2 reporting (internal accounting and administrative controls) Material weaknesses in reporting versus material weaknesses in financial statement audits Section 4 reporting (financial management systems) Annual assurance statements Assurances and understanding what we are assuring Reporting by government corporations CertIFICate programs: federal financial management Certificate Program Project & Program management Instructor-Led Online Course 5112 3 days $799 Course 5512 3 days $799 Call for info 888.545.8575 Denver, Co Jul 13-15, 2015...15511208 Jun 1-3, 2015...15511205 oct 26-28, 2015...15511211 apr 8-10, 2015...15511203 apr 27-29, 2015...15511204 Jun 8-10, 2015...15511206 Jul 8-10, 2015...15511207 aug 3-5, 2015...15511209 Sep 14-16, 2015...15511210 Dec 2-4, 2015...15511212 nasba CPe CreDIts: 24 Field of Study: Auditing Course Level: Basic Cet CreDIts: 24 Ceu CreDIts: 1.9 ClP: 24 PrerequIsItes: None recommended follow-on Courses: The Antideficiency Act Auditing Fundamentals in the Federal Environment Internal Control over Financial Reporting Course format: Lecture, group discussion, class exercises, and case studies Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 45
f I nancial manag ement forensic auditing: Detection and Prevention of fraud This course is designed for auditors at any level of government (Federal, state, or local), as well as program and financial managers who are responsible for eliminating waste, fraud, and abuse in Federal programs; tasked with detecting existing fraud; and establishing programs that mitigate fraud risks. Carry out the auditor s responsibility for assessing fraud risk factors and evaluating internal controls and standards Use data analysis techniques to identify high-risk transactions for further review and investigation New ways to plan audits to take advantage of available information system resources Compare and contrast methods used to conduct traditional vs. forensic audits Demonstrate the types of evidence-gathering techniques used to detect fraud Compare and contrast fraud schemes Understand the fundamental processes and principles involved in court cases Recognize the increased emphasis in the data-gathering required once fraud has been detected Document the auditor s conclusion of fraud When an audit becomes a forensic audit Key legislation to combat fraud Professional audit standards for dealing with fraud detection Fraud profiling and risk concepts Relationship of fraud and terrorism Misappropriation of assets Forensic approaches to data and data mining techniques The auditor s role regarding internal control Analytical and investigative techniques for discovering fraud Verifying data integrity and reliability of sources Preparation of curriculum vitae Testifying expert vs. consultant Preparing for a deposition Participating in a trial Avoiding mistakes other experts have made CertIFICate program: federal financial management Certificate Program Course 5830 3 days $799 Call for info 888.545.8575 audit Boot Camp Effective implementation of audits is essential to building public trust in how government agencies of all sizes spend taxpayer dollars. Having an effective and well-trained audit staff promotes the successful delivery of audits, which in turn promotes the integrity and accountability of government to the public. This course provides foundational knowledge of government auditing that is essential for any new auditor, including the framework for government auditing and the role of the auditor. In addition, this course also supports the development of the critical thinking skills required of an efficient and effective auditor. Describe the major types of audits and the phases for each audit type Apply the most current Generally Accepted Government Auditing Standards (GAGAS), also known as the Yellow Book Identify and apply the GAGAS standards of evidence Apply commonly accepted risk management and internal controls concepts Apply data-gathering and analytical techniques for compiling sufficient evidence Develop the elements of a finding: criteria, condition, cause, and effect Develop action-oriented recommendations Prepare and present audit briefings Discuss the links between the audit process and GAGAS Apply skills and methodologies for auditing, including various analytical tools Discuss how to maintain a good auditor/ auditee relationship Auditing and the government environment Audit standards and the audit process Review of internal controls Data-gathering and analytical techniques Guidelines for audit reporting and recommendations Conclusions and recommendations CertIFICate program: federal financial management Certificate Program Course 5820 5 days $1,069 Call for info 888.545.8575 apr 6-8, 2015...15583002 Jun 10-12, 2015...15583003 aug 12-14, 2015...15583004 Nov 2-4, 2015...15583005 nasba CPe CreDIts: 24 Field of Study: Auditing (Governmental) Course Level: Intermediate Cet CreDIts: 24 Ceu CreDIts: 1.9 ClP: 24 suggested PrerequIsItes: Audit Boot Camp Auditing Fundamentals in the Federal Environment Internal Controls: Meeting Federal Requirements for Accountability recommended follow-on Courses: Preparing High-Impact Audit Reports Federal Financial Statement Audits Performance Auditing Course format: Lecture, group discussion, and class exercises required materials: Students must bring a calculator to class Denver, Co aug 3-7, 2015...15582005 Mar 2-6, 2015...15582002 Mar 30-apr 3, 2015...15582003 Jun 22-26, 2015...15582004 aug 17-21, 2015...15582006 oct 26-30, 2015...15582007 nasba CPe CreDIts: 40 Field of Study: Auditing (Governmental) Course Level: Basic Cet CreDIts: 40 Ceu CreDIts: 3.2 ClP: 40 PrerequIsItes: None recommended follow-on Courses: Essential Communications for the Audit Lifecycle Federal Financial Statement Audits Forensic Auditing: Detection and Prevention of Fraud Performance Auditing Preparing High-Impact Audit Reports Course format: Lecture, group discussion, exercises, and case studies 46 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
f I nancial manag ement federal accounting fundamentals The CGFM Training Series Comprehensive Training in Government Financial Management and Preparation for the CGFM exams The aga and Management Concepts have formed an educational partnership to bring you the open-enrollment Certified Government Financial Manager (CGFM ) Training Series! By taking these courses you will: Develop a broad base of knowledge in government auditing, accounting, financial management, and budgeting Gain a solid foundation on the unique aspects of Federal, state, and local government financial management Discover how to work more effectively in the government environment attain knowledge to help you prepare for each of the three CGFM exams* The CGFM Training Series includes 3 courses: Governmental environment (Course 5601, 8 CPes) Governmental accounting, Financial reporting and Budgeting (Course 5602, 24 CPes) Governmental Financial Management and Control (Course 5603, 16 CPes) REGISTER FOR THE CGFM TRAINING SERIES TODAY! Visit www.managementconcepts.com/cgfm or call 888.545.8575. *For more information about CGFM exams or earning the CGFM designation, visit www.agacgfm.org/cgfm. This course provides an introduction and overview of accounting terms, principles, concepts, and standards. The focus is on basic accounting practices in the Federal government, including an introduction to the U.S. Government Standard General Ledger (USSGL). Locate the appropriate sources of guidance relating to Federal accounting Define the budgetary and proprietary accounting equations and their components Associate basic accounting transactions with the appropriate USSGL accounts Record budgetary and proprietary transactions for the phases of the accounting and budget execution cycles Record basic adjusting and closing entries Identify the principal financial statements for the Federal government and their main components Define assets, liabilities, equity, revenue, expenses, gains, and losses Explain fundamental accounting concepts and principles Distinguish between budgetary and proprietary accounting Track the lifecycle of appropriated funds Course 5113 2 days $649 Call for info 888.545.8575 austin, tx apr 6-7, 2015...15511305 Baltimore, md Mar 16-17, 2015...15511304 Denver, Co apr 20-21, 2015...15511307 new orleans, la Jun 15-16, 2015...15511312 san francisco, Ca May 11-12, 2015...15511310 seattle, Wa May 4-5, 2015...15511309 apr 13-14, 2015...15511306 aug 10-11, 2015...15511315 Nov 16-17, 2015...15511318 apr 27-28, 2015...15511308 Jun 1-2, 2015... 15511311 Jun 25-26, 2015... 15511313 Jul 27-28, 2015... 15511314 Sep 3-4, 2015...15511316 Sep 28-29, 2015...15511317 Dec 7-8, 2015... 15511319 nasba CPe CreDIts: 16 Field of Study: Accounting (Governmental) Course Level: Basic Cet CreDIts: 16 Ceu CreDIts: 1.3 ClP: 16 PrerequIsItes: None Identify the five steps in the accounting cycle Define and explain the uses of the USSGL Record current year transactions using USSGL accounts Introduction to Federal accounting Accounting terms, concepts, principles, and methods Federal accounting: A closer look The accounting cycle The USSGL Fundamental accounting transactions Adjusting and closing entries Federal financial reporting CertIFICate program: federal financial management Certificate Program recommended follow-on Courses: U.S. Standard General Ledger: Practical Applications Preparing Federal Financial Statements Using the U.S. Standard General Ledger Statements of Federal Financial Accounting Standards: SFFAS Course format: Lecture, group discussion, and class exercises required materials: Students must bring a calculator to class Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 47
f I nancial manag ement Course 5233 2 days $649 Call for info 888.545.8575 apr 20-21, 2015...15523302 Jun 15-16, 2015...15523303 aug 17-18, 2015...15523304 Nov 23-24, 2015...15523305 nasba CPe CreDIts: 16 Field of Study: Accounting (Governmental) Course Level: Basic Preparation and analysis of the sf 133 This course guides students through the preparation and analysis of the SF 133 Report on Budget Execution and Budgetary Resources. The SF 133 is a quarterly report that is submitted to the Office of Management and Budget (OMB). It provides a snapshot of a reporting unit s sources of budget authority, the status of budgetary resources, and information on obligated balances and outlays. This course will provide students with a thorough understanding of the purpose of the SF 133 and the skills needed to prepare the report. This course is designed for individuals with a general knowledge of budgetary accounts who are engaged in preparing, reviewing, or analyzing the SF 133. Explain the purpose, uses, and components of the SF 133 Relate and tie the SF 133 to the SF 132, financial statements, budget reports, and the U.S. Standard General Ledger (USSGL) Prepare the SF 133 from agency data for direct and reimbursable authority using a crosswalk Analyze SF 133 data to support decisionmaking Use data to respond to OMB and Department of the Treasury inquiries Describe the impact of unreliable data and determine actions to take with it Defining the SF 133 Changes and structure Reviewing OMB resources for completing the SF 133 Relating the SF 132 to the SF 133 Cet CreDIts: 16 Ceu CreDIts: 1.3 ClP: 16 PrerequIsItes: None recommended follow-on Course: U.S. Standard General Ledger: Practical Applications Consistency with data reporting Understanding the OMB reconciliation requirement Analysis of Common Lines in the SF 133 Budgetary resources review Recognizing the status of budgetary resources Change in obligated balance Budgetary authority and outlays Preparation of the SF 133 The USSGL USSGL chart of accounts and account definitions USSGL account attributes USSGL crosswalk How errors affect the SF 133 CertIFICate program: federal financial management Certificate Program Course format: Lecture, group discussion, and class exercises required materials: Students must bring a calculator to class Course 5115 2 days $649 Call for info 888.545.8575 austin, tx apr 8-9, 2015...15511505 Denver, Co apr 22-23, 2015...15511507 new orleans, la Jun 17-18, 2015...15511513 Philadelphia, Pa Jun 10-11, 2015...15511512 san francisco, Ca May 13-14, 2015...15511510 seattle, Wa May 6-7, 2015...15511509 apr 15-16, 2015...15511506 aug 13-14, 2015...15511515 Nov 12-13, 2015...15511518 u.s. standard General ledger: Practical applications This course is designed for Federal financial management staff involved in any aspect of implementing or using the U.S. Standard General Ledger (USSGL) to record events or prepare financial statements. Students should have knowledge of and experience with accounting for assets, liabilities, net position, revenues, and expenses, as well as T-accounts and general ledgers, who are looking to advance their skills using the USSGL. Apply the USSGL at the transaction level in all phases of the accounting and budgeting cycles Use the USSGL Chart of Accounts in executing accounting transactions Use the USSGL to analyze and record reimbursable financial events Analyze financial events relating to prioryear transactions and record upward and downward adjustments Describe the use of transaction codes Mar 12-13, 2015...15511503 apr 1-2, 2015...15511504 apr 29-30, 2015...15511508 Jun 3-4, 2015...15511511 Jul 9-10, 2015...15511514 Sep 10-11, 2015...15511516 Sep 30-oct 1, 2015...15511517 Nov 30-Dec 1, 2015...15511519 nasba CPe CreDIts: 16 Field of Study: Accounting (Governmental) Course Level: Intermediate Cet CreDIts: 16 Ceu CreDIts: 1.3 ClP: 16 suggested PrerequIsIte: Federal Accounting Fundamentals Need for a standard general ledger Chart of accounts and account definitions Tracking budgetary resources Step-by-step review of event transactions Summary of the receipt and use of an appropriation Budgetary and proprietary accounting Unadjusted trial balance Closing entries and accounts to close Understanding the status of funds CertIFICate program: federal financial management Certificate Program recommended follow-on Courses: Preparing Federal Financial Statements Using the U.S. Standard General Ledger Statements of Federal Financial Accounting Standards: SFFAS Preparation and Analysis of the SF 133 Course format: Lecture, group discussion, and class exercises required materials: Students must bring a calculator to class 48 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
additional Financial Management Courses to AccelerAte Your Career Please visit www.managementconcepts.com/fm for more training courses in our Financial Management program. Below is just a sample of the additional courses we offer: accounting for Business operations In Government (Course 5102)* auditing Fundamentals in the Federal environment (Course 5882)* Budget execution (Course 5122)* Budget Formulation (Course 5118)* Certified Government auditing Professional (CGaP) Preparatory Course (Course 5670) Certified Internal auditor (CIa) Preparatory Course 5-day (Course 5665) Cost-Benefit analysis using Microsoft excel (Course 5405)* Data analysis for Financial Managers using Microsoft excel (Course 5318)* Federal Financial Statement audits (Course 5886)* Governmental accounting, Financial reporting and Budgeting (Course 5602) Governmental environment (Course 5601) Governmental Financial Management and Control (Course 5603) Improper Payments (Course 5036) *These courses fulfill core or elective requirements of one or more Management Concepts certificate programs. For more information about certificate programs, see pages 4-5 or visit www.managementconcepts.com/cp. Check out our website today for a complete list of courses, locations, dates, and registration information! Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 49
LM about leadership & management What our Leadership & management Students are Saying... analytics Boot Camp (See page 54) The instructor s keen knowledge and extensive experience offered many impressive, time-saving tips for even experienced Excel users. leadership and management skills for non-managers (See page 49) The class required me to think about my strengths and weaknesses as part of a team dynamic, and how I could become a stronger part of a team. Public and private sector leaders alike face a myriad of leadership challenges daily. Management Concepts is committed to assisting individuals, teams, and organizations meet and overcome challenges through learning and development services, including training, coaching and mentoring, organizational and team assessments, facilitation services, and custom development programs. We hold more than 500 leadership, supervision, professional skills, and analytics classes annually, making it easy to find the topic, schedule, location, and delivery format that is right for you. Coach anytime, anywhere Improve employee performance by learning how to make the most of each coaching moment with Anytime Coaching. See page 51. one Size Doesn t Fit all Looking for leadership development options designed to fit the unique needs of your team or organization? Visit www.managementconcepts.com/solutions. tools and Data aren t enough Today s leaders must know how to get the right information out of their tools and data to make sound decisions and drive performance. See pages 54-56. Learn to ride the Wave Help others in your organization learn to navigate the turbulence that accompanies large-scale change. See page 51. AccelerAte Your Career CertIFICate programs Many of our courses fulfill core or elective requirements of a certificate program or track in one or more of the following subject areas (see pages 4-5). Look for the color-coded notations on eligible courses. federal financial management Certificate Program (ffmcp) Grants Management Certificate Program TM (GMCP TM ) leadership & management Project & Program management 50 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
lead Section ership & manag Header ement leadership and management skills for non-managers Leaders can be found at all levels of an organization, regardless of title or role. This course explores how to identify leadership opportunities and how to use your natural strengths to take on important leadership roles within your organization. You will enhance your leadership skills by learning the six focus areas for leadership and management. This course is designed for individuals who are not in managerial positions but who need to get work done through others. leadership skills and techniques What is leadership, and what are the essential traits and behaviors of leaders? This course provides the opportunity to explore various perspectives on leadership and arrive at your own personal definition. You will also assess your own leadership skills, accept feedback from others, and develop an action plan for self-development. This course is designed for managers, supervisors, team leaders, and individuals who want to develop high performance leadership competencies. Recognize leadership and management as roles rather than positions Explore your passion for the meaningful work you are doing and identify areas for growth Align your goals with the mission, objectives, and goals of your organization Influence and negotiate to manage differences of views and reach agreements Use existing resources and gain support from others to successfully implement projects Manage your boss to obtain positive team and organizational results Network with others to exchange knowledge and information and foster organizational learning Apply problem-solving skills to resolve issues and effect change Explore what makes an effective leader Leadership and management: What s the difference? Building self-management through selfawareness, feedback, and learning your leadership style Developing organizational awareness to enhance personal performance and effectiveness Problem solving and decision making Working in teams and building strong interpersonal relationships CertIFICate programs: leadership & management federal financial management Certificate Program Project & Program management Describe a variety of leadership theories and models Identify important qualities and behaviors of effective leaders Describe your communication style and how it impacts your ability to lead Identify and apply strategies for enhancing relationships with others Develop a personal mission and vision statement and personal leadership brand Define your personal concept of leadership Leadership theories and approaches The leadership-management continuum Leadership development Tools and techniques to help you lead with interpersonal effectiveness and influence Integrity, credibility, and trust Providing feedback to those you lead Developing a leadership vision Being aware of your leadership environment Inspiring commitment from others Committing to your ongoing leadership development CertIFICate programs: leadership & management federal financial management Certificate Program Project & Program management Course 4000 3 days $889 Call for info 888.545.8575 Course 4001 3 days $949 Call for info 888.545.8575 atlanta, Ga aug 19-21, 2015...15400014 Dallas, tx May 18-20, 2015...15400009 Sep 23-25, 2015...15400016 apr 20-22, 2015...15400007 Jul 29-31, 2015...15400012 oct 19-21, 2015...15400017 Mar 4-6, 2015...15400005 apr 8-10, 2015...15400006 May 11-13, 2015...15400008 Jun 8-10, 2015...15400010 Jul 8-10, 2015...15400011 aug 5-7, 2015...15400013 Sep 14-16, 2015...15400015 oct 28-30, 2015...15400018 Nov 23-25, 2015... 15400019 Dec 14-16, 2015...15400020 nasba CPe CreDIts: 24 Field of Study: Personal Development Course Level: Basic PDu CreDIts: 21 PrerequIsItes: None recommended follow-on Courses: Critical Thinking for Problem Solving Interpersonal Skills: Developing Effective Relationships Leadership Skills and Techniques Course format: Selfassessments, individual, smalland large-group practical exercises, discussions, roleplays, facilitator presentations, and application planning atlanta, Ga May 4-6, 2015...15400106 oct 7-9, 2015...15400113 Dallas, tx apr 15-17, 2015...15400104 aug 24-26, 2015...15400111 Mar 25-27, 2015...15400103 Jun 22-24, 2015...15400108 oct 14-16, 2015...15400114 Mar 4-6, 2015...15400102 apr 20-22, 2015...15400105 May 27-29, 2015...15400107 Jul 13-15, 2015...15400109 aug 3-5, 2015...15400110 Sep 23-25, 2015...15400112 oct 26-28, 2015...15400115 Nov 4-6, 2015...15400116 nasba CPe CreDIts: 24 Field of Study: Personal Development Course Level: Intermediate PDu CreDIts: 21 suggested PrerequIsItes: Interpersonal Skills: Developing Effective Relationships Supervising Employee Performance HR Essentials for Government Supervisors recommended follow-on Courses: Advanced Leadership Skills and Techniques Building and Sustaining Teams Engaging Leadership Course format: Selfassessments, individual, small- and large-group practical exercises, discussions, facilitator presentations, and application planning Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 51
LEADERSHIP lead ership & MANAGEMENT: & manag ement LEADERSHIP Critical thinking for Problem solving In order to be successful in today s complex work environment, you must be able to think critically and solve problems effectively. But what is critical thinking, why is it important, and how does it affect your ability to solve problems effectively? Learn the answers to these questions in this course designed for professionals who want to learn methodologies for changing their ways of thinking in order to more effectively solve problems they face in the workplace. Identify your style and patterns of thinking Clearly define the problem Use questioning techniques to obtain the information you need from others Critically examine and evaluate issues and opportunities Solve problems faster with flexible thinking Adapt your thinking to navigate through unexpected events Use creative thinking techniques to break through thinking patterns Solve problems in groups Definition of critical thinking for problem solving Framing the problem Recognizing breakdowns in thinking Listening and using organizational context to improve critical thinking Dimensions of critical thinking Creative thinking Presenting your perspective Perspective and critical thinking: how we change over time CertIFICate programs: leadership & management federal financial management Certificate Program Project & Program management from tactical to strategic thinking Leaders are expected to be able to elevate their thinking from a tactical or operational perspective to a more strategic perspective, allowing them to see the bigger picture. This course is designed for people who want to be able to move beyond day-to-day, reactionary thinking to a more longterm and future-focused perspective. Differentiate between tactical approaches and strategic approaches to thinking Use questioning as a method to clearly articulate the strategic interests of your team, department, or organization Identify strategic leverage points within the organization to advance a mission and vision Describe and interpret environmental factors that influence strategic thinking Compare strategic options to make effective decisions Forecast the ripple effects of strategic decisions Identify detractors that commonly prevent strategic thinking Draw connections and strategically think through how to apply your learning Definitions of operational, tactical, and strategic thinking Methods for gaining a strategic perspective Strategic elements of an organizational system Environmental factors in the strategic landscape Strategic leverage points Decision making from a strategic perspective Forecasting the cause and effect of strategic decisions Barriers to strategic thinking CertIFICate programs: leadership & management Project & Program management Course 4060 3 days $949 Call for info 888.545.8575 Course 4062 3 days $949 Call for info 888.545.8575 atlanta, Ga apr 22-24, 2015...15406005 Sep 14-16, 2015...15406012 May 4-6, 2015...15406006 aug 12-14, 2015...15406010 Nov 2-4, 2015...15406014 Mar 11-13, 2015...15406003 apr 13-15, 2015...15406004 May 20-22, 2015...15406007 Jun 17-19, 2015...15406008 Jul 20-22, 2015...15406009 aug 26-28, 2015...15406011 oct 21-23, 2015...15406013 Dec 7-9, 2015...15406015 nasba CPe CreDIts: 24 Field of Study: Personal Development Course Level: Intermediate PDu CreDIts: 21 PrerequIsItes: None recommended follow-on Courses: Breakthrough Problem Solving Creativity and Innovation From Tactical to Strategic Thinking Negotiation Skills Resolving Conflict Course format: Self-assessments, individual, small- and large-group practical exercises, discussions, facilitator presentations, and application planning Mar 11-13, 2015...15406202 aug 5-7, 2015...15406206 Nov 18-20, 2015...15406209 Mar 25-27, 2015...15406203 apr 27-29, 2015...15406204 Jul 27-29, 2015...15406205 Sep 16-18, 2015...15406207 oct 14-16, 2015...15406208 nasba CPe CreDIts: 24 Field of Study: Personal Development Course Level: Intermediate PrerequIsItes: None recommended follow-on Courses: Breakthrough Problem Solving Decision Making Course format: Self-assessments, individual, small- and large-group practical exercises, discussions, case scenarios, facilitator presentations, and application planning 52 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
LEADERSHIP lead ership & MANAGEMENT: & manag ement LEADERSHIP new! navigating Change in turbulent times Change is the new normal for individuals and organizations. How you and others behave and respond to change will create opportunities to demonstrate new ways of leading and managing within your organization. This experiential course helps you make sense of the human side of change and provides you with practical tools and techniques to help others navigate through change. Team leaders and managers at all levels who desire to champion change in their organization will be prepared to respond to and catalyze desired change after attending this course. Describe what happens in our brain and mind when a change occurs Apply new ways to behave and respond to change Explain the difference between internal and external change Use a change model to navigate through a change Examine ways others respond to change Explain what it means to be an effective champion of change Apply tools and techniques to engage others in change Evaluate change success and lessons learned from a change effort Change: a process to embrace Impact of change on the brain and mind Behaviors that improve how you and others respond to change Why change is both internal and external Models of change and what they have in common Responding to change: you have a choice Roles and responsibilities of change champions as a catalyst for change Change communication Trust as part of change and human experience Managing the emotions of others Dealing with resistance Overcoming traps such as past routines, default behaviors, and status quo thinking Techniques for creating new habits and taking small steps CertIFICate programs: leadership & management federal financial management Certificate Program Project & Program management Bring Out the Best in Your People... anytime. anywhere. anytime Coaching is a set of practices designed to help leaders guide the work of others to enable them to build new skills and unearth their full potential. unlike traditional coaching sessions, which are often reserved to address specific challenges, anytime Coaching is meant to happen anytime, anywhere. This approach helps you create short yet meaningful coaching moments each day in a variety of workplace situations. Course 4712 3 days $949 Call for info 888.545.8575 May 18-20, 2015...15471202 aug 5-7, 2015...15471203 Nov 2-4, 2015...15471204 nasba CPe CreDIts: 24 Field of Study: Business Management and Organization Course Level: Intermediate suggested PrerequIsIte: Influencing Skills recommended followon Courses: Breakthrough Problem Solving From Tactical to Strategic Thinking Course format: Self-assessments, individual, small-, and large-group practical exercises, discussions, facilitator presentations, and application planning register today for our refreshed anytime Coaching course, which utilizes the new Management Concepts Press publication, anytime Coaching, Second edition. With new course content including the application of recent discoveries in neuroscience and practicing mindfulness you will be ready to adopt anytime Coaching practices to improve employee performance across your entire organization. Learn more! Visit www.managementconcepts.com/anytimecoaching. Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 53
lead Section ership & manag Header ement new! supervising employee Performance How you supervise those you manage plays a pivotal role both in their day-to-day and longterm performance. The most effective supervisors not only understand formal performance management standards, but are also able to discern what employees really need to succeed and how to create those conditions. This course focuses on the vital skills supervisors need to manage the performance of others. Discuss the impact effective supervision has on the workplace and the performance of those you lead Explore and assess yourself against best practices in supervision Give valuable feedback to help employees perform more effectively Accurately diagnose performance problems Conduct effective performance appraisals Coach employees to help them understand and act upon challenges and opportunities Mentor employees to help them see the big picture and navigate through the organization What employees really need to succeed, and how to create those conditions as a supervisor How to give feedback that helps employees perform better, rather than feel criticized How to gain true commitment to performance goals How to get to the root causes of employee performance problems How to make the performance appraisal easy, straightforward, and effective and with no drama Tools and techniques to improve productivity How to coach and mentor employees for growth and development CertIFICate programs: leadership & management Project & Program management Interpersonal skills: Developing effective relationships Creating an atmosphere of openness with clear lines of communication is a key factor in organizational success. People with good interpersonal skills deal with difficult issues in a straightforward manner, listen well, share information fully, and stay receptive to bad news as well as good. This course is designed for individuals who want to increase productivity and become more successful on the job by improving the quality of working relationships with peers, employees, supervisors, customers, and others. Identify your preferred communication style Develop strategies for interacting with communication styles unlike your own Identify and use conflict resolution styles appropriate for different situations Identify barriers to communication and strategies to overcome them Listen effectively to ensure you have received messages as intended Develop strategies for building and maintaining workplace relationships The importance of interpersonal skills Using the interpersonal skills model Communication styles in the workplace Communication realities: what happens when we communicate and why barriers emerge Four-phase model of listening Developing emotional intelligence Building trusting relationships Causes and effects of conflict Understanding conflict styles and ways to manage conflict CertIFICate programs: leadership & management federal financial management Certificate Program Project & Program management Course 4713 3 days $889 Call for info 888.545.8575 Course 4367 3 days $949 Call for info 888.545.8575 May 13-15, 2015...15471302 Jun 29-Jul 1, 2015...15471303 aug 26-28, 2015...15471304 Nov 18-20, 2015...15471305 nasba CPe CreDIts: 24 Field of Study: Personal Development Course Level: Basic PrerequIsItes: None recommended follow-on Courses: HR Essentials for Government Supervisors Leadership Skills and Techniques Building and Sustaining Teams Course format: Self-assessments, case studies, role plays and scenarios, discussions, individual, smalland large-group exercises, facilitator presentations, and application planning atlanta, Ga apr 27-29, 2015...15436704 Sep 28-30, 2015...15436710 apr 8-10, 2015...15436703 Jul 6-8, 2015...15436707 oct 5-7, 2015...15436711 Mar 18-20, 2015...15436702 May 6-8, 2015...15436705 Jun 3-5, 2015...15436706 aug 19-21, 2015...15436708 Sep 9-11, 2015...15436709 Nov 16-18, 2015...15436712 Dec 16-18, 2015...15436713 nasba CPe CreDIts: 24 Field of Study: Communications Course Level: Intermediate PrerequIsItes: None recommended follow-on Courses: Influencing Skills Resolving Conflict Course format: Selfassessments, individual, small- and large-group practical exercises, discussions, facilitator presentations, and application planning 54 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
lead ership & manag ement Business Writing Effective writing transmits clear, tailored messages. To write effectively, you must first understand your audience and then create a message that is concise and meaningful. This course builds the knowledge and skills to confidently communicate to various audiences in an effective and, when appropriate, influential manner. It is designed for professionals who are proficient in the basics of grammar and writing and who wish to make their writing more effective in achieving results. Identify the components that good writers include in their writing Plan documents by identifying their purpose, audience, thesis, and scope Use outlining tools to identify key topics and subtopics Write effective sentences that provide pertinent information to your readers Build paragraphs that include topic sentences, supporting details, and transition phrases Make correct word choices and use the voice and phrasing appropriate for your document Review and use guidelines for writing effective business correspondence Improve your final documents by getting feedback from others The basics of effective business writing Preparing to write by identifying your purpose, audience, thesis, and scope Outlining your writing Drafting well-equipped sentences, balanced paragraphs, and choosing words wisely Writing effective emails, memos, and business letters Ensuring quality through self-editing, feedback, and other editing methods CertIFICate programs: leadership & management federal financial management Certificate Program Project & Program management Course 4317 2 days $769 Call for info 888.545.8575 Briefing and Presentation skills Many people report their number one fear to be public speaking. This is unfortunate as we are often required to give presentations in the workplace, both planned and on-the-spot. Either way, giving an effective presentation can be managed with a few tips, tools, and techniques that can be applied both in the moment and in front of the podium. This course is designed for individuals who want to improve the quality and impact of their briefings and presentations. Identify features of effective briefings and presentations Address the key factors to consider when making a briefing or presentation Organize presentation and briefing content using proven techniques Create appropriate, attention-getting openings Close your briefings and presentations with impact and style Enhance your briefings and presentations using audio-visual aids Manage nervousness Engage your audience with effective body language Respond to questions from the audience Evaluate your briefings and presentations Addressing your fears of speaking in front of others Identifying your presentation purpose and audience Brainstorming ideas and content Developing a logical structure Ways to effectively open and close a presentation The art of effective transitions Developing presentation notes Best practices for using visual aids and handouts Preparing for audience questions Using your natural delivery style CertIFICate programs: leadership & management federal financial management Certificate Program Project & Program management Course 4318 3 days $949 Call for info 888.545.8575 atlanta, Ga Jul 20-21, 2015...15431707 oct 26-27, 2015...15431714 Dallas, tx apr 13-14, 2015...15431704 Sep 14-15, 2015...15431711 Mar 23-24, 2015...15431702 aug 3-4, 2015...15431709 apr 9-10, 2015...15431703 May 28-29, 2015...15431705 Jun 11-12, 2015...15431706 Jul 30-31, 2015...15431708 aug 20-21, 2015...15431710 Sep 28-29, 2015...15431712 oct 8-9, 2015...15431713 Nov 9-10, 2015...15431715 nasba CPe CreDIts: 16 Field of Study: Communications Course Level: Intermediate suggested PrerequIsIte: Grammar Refresher recommended follow-on Courses: Briefing and Presentation Skills Communicating Strategically Course format: In class writing and feedback, individual, small- and largegroup practical exercises, peer feedback, facilitator presentations, and application planning Mar 18-20, 2015...15431803 Jun 1-3, 2015...15431806 Nov 2-4, 2015...15431812 apr 8-10, 2015...15431804 May 27-29, 2015...15431805 Jun 15-17, 2015...15431807 Jun 29-Jul 1, 2015...15431808 aug 17-19, 2015...15431809 Sep 2-4, 2015...15431810 Sep 30-oct 2, 2015...15431811 Nov 23-25, 2015...15431813 Dec 21-23, 2015...15431814 nasba CPe CreDIts: 24 Field of Study: Communications Course Level: Intermediate PDu CreDIts: 21 PrerequIsItes: None recommended follow-on Courses: Business Writing Communicating Strategically Grammar Refresher Influencing Skills Course format: Individual, small- and large-group practical exercises, practice presentation sessions, videotaping, discussions, individual coaching and feedback sessions, and application planning Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 55
lead ership & manag ement analytics Boot Camp This course focuses on practical, foundational skills needed for any analysis. You will learn tools and techniques in our computer classroom that you can apply immediately. This course is an excellent first step or refresher! Utilize advanced functionality in Excel for data analysis and decision making Properly handle data collection from multiple sources and data retention in Excel Integrate data from multiple sources Summarize data to quickly gain a better understanding Employ advanced features to assist in complex problem solving Visualize data through the graphing functionality of Excel Construct a frequency distribution to analyze data and translate it into relevant information Calculate and select the most appropriate measures of central tendency Identify and avoid the potential for hidden bias in expressing statistical findings Utilize Excel to apply statistical techniques to the analysis of data Data Analysis and Microsoft Excel Excel: Spreadsheet or engine for analysis? The hierarchical structure of Excel Ranges, Anchoring, and Data Tables Range references in Excel Anchoring references in Excel Best practices for databases Sorting and Filtering Sorting in Excel Filtering in Excel Pivot Tables Creating a PivotTable Working with data, row, and column items Working with the report filter Data Import in Excel Data import Text files Microsoft Access database data Web data Refreshing data Data Retention and Integration in Excel Data retention in Excel When to use and NOT to use Excel Retaining data in Excel Data integration and linking VLOOKUP function INDEX and MATCH functions Text Manipulation and Charting Data Text manipulation function Levels of measurement Formatting charts in Excel Statistical Concepts Excel s Analysis ToolPak Branches of statistics Measures of central tendency Measures of variation Frequency Distribution Frequency distribution Analysis ToolPak histogram Basic Probability Classical probability Empirical (frequentist) probability Subjective probability Conditional probability Independent and dependent events Fundamental counting principle Permutations and combinations Probability Distributions Binomial distribution The normal distribution Z statistic Sampling Statistical sampling Statistical error and sample size Sampling distribution of the mean Point and Interval Estimation Point estimation Interval estimation Correlation Correlation Obtaining a correlation matrix Simple Linear Regression Simple linear regression Calculating the linear CertIFICate programs: leadership & management federal financial management Certificate Program Project & Program management Course 4650 5 days $1,559 Call for info 888.545.8575 atlanta, Ga Mar 9-13, 2015...15465005 Jun 15-19, 2015...15465011 oct 19-23, 2015...15465019 Dallas, tx Mar 23-27, 2015...15465006 aug 3-7, 2015...15465014 Mar 9-13, 2015...15465004 Jun 22-26, 2015...15465012 oct 5-9, 2015...15465018 apr 13-17, 2015...15465007 May 4-8, 2015...15465008 May 18-22, 2015...15465009 Jun 8-12, 2015...15465010 Jul 20-24, 2015...15465013 aug 10-14, 2015...15465015 aug 24-28, 2015...15465016 Sep 21-25, 2015...15465017 oct 26-30, 2015...15465020 Nov 2-6, 2015...15465021 Nov 30-Dec 4, 2015...15465022 nasba CPe CreDIts: 40 Field of Study: Statistics Course Level: Basic PrerequIsItes: None recommended follow-on Courses: Data Analysis and Modeling Techniques Data Collection Techniques Evaluating and Presenting Analysis Results Course format: Individual, smalland large-group practical exercises, case studies, discussions, facilitator presentations, computer applications, and application planning Course InCluDes ComPuter use 56 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
lead ership & manag ement Principles of analytics This course is an introduction to the process of conducting an analysis project, and basic analysis tools focusing on Excel. Using a real-world simulation, participants execute an analysis project from start to finish. This hands-on approach to an overview of analytics projects enables participants to implement new skills immediately. Identify each phase of the Analytics Process Model and its purpose Translate your organizational problem into an accomplishable analysis project Write a problem statement Begin formulating a study plan Develop and administer a brief survey Develop interview questions and conduct short interviews Analyze data using descriptive statistics (e.g., mean, median, mode, range, variance, standard deviation, and frequency) Develop an outline for an executive summary in an analytical report Give a short briefing to present analysis results Using Analytics to solve organizational issues Defining effective objectives for analysis Data visualization The Analytics Process Model Linking analytical objectives to organizational objectives Basic quantitative analysis techniques, including levels of measurement, central tendency and variation, and descriptive statistics Primary and secondary data collection through surveys and interviews Presenting analysis results CertIFICate program: Project & Program management Data Collection techniques Getting appropriate, usable data for analysis, particularly in the context of your organization s data management, is often the most difficult step. This course focuses on the issues of data collection and the tools and techniques for dealing with them. Describe the role of data collection as a phase in the Analytics Process Model Define the organization s issues to be analyzed Identify what you need to know before you put together a data collection plan Select the appropriate means of data collection Use secondary data to support analyses Utilize basic database query techniques Explore the data using statistical techniques Produce a concise description of the data Verify data quality Cleanse data in preparation for analysis Select data sets and subsets to be used Integrate data from multiple sources Application of the Analytics Process Model Defining the organization s objectives for analysis Determining the analytical goals Overview of the data collection process Principles of scientific and statistically valid data collections Sources and retrieval of secondary data Primary data: design of survey instruments Working with databases and Information Technology (IT) systems Documenting data Exploratory analysis of data sets Handling missing data Integrating data sets CertIFICate programs: leadership & management federal financial management Certificate Program Project & Program management Course 4601 3 days $949 Call for info 888.545.8575 Course 4610 4 days $1,489 Call for info 888.545.8575 Mar 4-6, 2015...15460102 Jun 24-26, 2015...15460103 oct 14-16, 2015...15460104 nasba CPe CreDIts: 24 Field of Study: Specialized Knowledge and Applications Course Level: Basic PrerequIsItes: None recommended follow-on Courses: Analytics Boot Camp Decision Making Course format: Individual, small- and large-group practical exercises, case studies, discussions, facilitator presentations, computer applications, and application planning Course InCluDes ComPuter use apr 13-16, 2015...15461002 Jul 27-30, 2015...15461004 Mar 9-12, 2015...15461001 Jul 7-10, 2015...15461003 Sep 15-18, 2015...15461005 Dec 14-17, 2015...15461006 nasba CPe CreDIts: 32 Field of Study: Statistics Course Level: Intermediate suggested PrerequIsIte: Analytics Boot Camp recommended follow-on Courses: Data Analysis and Modeling Techniques Evaluating and Presenting Analysis Results Course format: Individual, small- and large-group practical exercises, case studies, discussions, facilitator presentations, computer applications, and application planning Course InCluDes ComPuter use Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 57
Section Header lead ership & manag ement Data analysis and modeling techniques This course covers in-depth data analysis techniques and helps you build the skills needed to interpret analysis results. evaluating and Presenting analysis results This course equips analysts with the skills they need to present their recommendations and supporting data to decision makers in the most effective manner. Select the appropriate technique for your analysis situation Evaluate the performance of an analysis in meeting organizational goals Solve complex problems using simulation, sensitivity analysis, and other analytical techniques Explain relationships in the data using regression analysis Create control charts to monitor performance Forecast probable events using regression analysis and other tools Evaluate differences between data sets using Analysis of Variance (ANOVA) Correlation: Time-series analysis and forecasting Sensitivity analysis Technique selection Building, testing, and managing analysis models Evaluating analysis model performance Determining next steps once an analysis has been performed Statistical hypothesis testing ANOVA Regression analysis Simulation Statistical process control Chi-square CertIFICate programs: leadership & management Project & Program management Evaluate whether or not an analysis has met its goals Determine what next steps are necessary prior to finalizing an analysis Evaluate and select the most appropriate method to present both quantitative and qualitative results to various stakeholders Draft a reader-friendly outline for an analysis results report Write an executive summary for an analysis results report Develop tables, graphs, and charts that convey information quickly and concisely Develop a clear message that effectively communicates the implications of your results Give a briefing or presentation of analysis results to decision makers Evaluating analysis results Next steps at the conclusion of an analysis Communication phase of the Analytics Process Model Determining how to present analysis results to different stakeholders Guidelines for presentation of results Written presentation of results Visual presentation of results Oral presentation of results Creating an analysis report CertIFICate programs: leadership & management federal financial management Certificate Program Project & Program management Course 4615 4 days $1,489 Call for info 888.545.8575 Course 4665 3 days $1,159 Call for info 888.545.8575 May 4-7, 2015...15461503 Sep 14-17, 2015...15461505 apr 27-30, 2015...15461502 aug 4-7, 2015...15461504 Nov 17-20, 2015...15461506 Dec 8-11, 2015...15461507 nasba CPe CreDIts: 32 Field of Study: Statistics Course Level: Advanced suggested PrerequIsItes: Analytics Boot Camp Data Collection Techniques recommended follow-on Course: Evaluating and Presenting Analysis Results Course format: Individual, small- and large-group practical exercises, case studies, discussions, facilitator presentations, computer applications, and application planning Course InCluDes ComPuter use Jun 10-12, 2015...15466504 apr 20-22, 2015...15466502 May 13-15, 2015...15466503 Jul 13-15, 2015...15466505 Sep 9-11, 2015...15466506 oct 5-7, 2015...15466507 nasba CPe CreDIts: 24 Field of Study: Communications Course Level: Intermediate suggested PrerequIsIte: Analytics Boot Camp recommended followon Courses: Briefing and Presentation Skills Business Writing Decision Making Course format: Individual, small- and large-group practical exercises, case studies, discussions, facilitator presentations, computer applications, and application planning Course InCluDes ComPuter use 58 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
additional Leadership & Management Courses to AccelerAte Your Career Please visit www.managementconcepts.com/leadership for more training courses in our Leadership & Management program. Below is just a sample of the additional courses we offer: advanced Leadership Skills and Techniques (Course 4002)* analytics Capstone (Course 4625)* Breakthrough Problem Solving (Course 4063)* Building and Sustaining Teams (Course 4704)* Communicating Strategically (Course 4320)* Creativity and Innovation (Course 4064)* Decision Making (Course 4645)* engaging Leadership (Course 4003)* Hr essentials for Government Supervisors (Course 4708)* Influencing Skills (Course 4363)* Managing a Virtual Team (4730)* Motivating and engaging others (4714)* Negotiation Skills (Course 4365)* resolving Conflict (Course 4364)* Strategic Planning and Performance Measurement (Course 4750)* Supervising Individual Development Planning (4716)* *These courses fulfill core or elective requirements of one or more Management Concepts certificate programs. For more information about certificate programs, see pages 4-5 or visit www.managementconcepts.com/cp. Check out our website today for a complete list of courses, locations, dates, and registration information! Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 59
PM about Project & Program management What our project & program management Students are Saying... agile Project management for the federal environment (See page 61) The entire course gave me a better understanding of the Agile process. Our contractors use this method when developing IT systems. As the project manager, I now have a better understanding of how they work using Agile and can better explain it to stakeholders. Management Concepts Project & Program Management curriculum maps to many leading Federal and revised industry best practice guides, including: A Guide to the Project Management Body of Knowledge (PMBOK Guide), Federal Acquisition Institute (FAI), FAC-P/PM management and IT Core-Plus competencies, The Business Analysis Body of Knowledge (BABOK Guide), and the Manifesto for Agile Software Development and its 12 Principles of Agile Software Development. We hold more than 300 project and program management classes annually for our Federal customers, making it easy to find the topic, schedule, location, and delivery format that is right for you. It project management training We have everything necessary for Federal IT project success. Visit www.managementconcepts.com/federal-it. FaC-p/pm our revised FAC-P/PM curriculum is now FAI Verified! See pages 62-63 and visit www.managementconcepts.com/ FACPPM. leadership and Communication skills for Project managers (See page 60) The information I gained was fantastic, and I could very easily see myself using these examples directly in my projects. Where and how You Want It Need an in-person custom package of classes that are tailored to specific solutions for your organization? Visit www.managementconcepts.com/deliveryoptions. project & program management Certificate programs our revamped certificate programs have more elective courses across all subject areas. Visit www.managementconcepts.com/cp. AccelerAte Your Career CertIFICate programs Many of our courses fulfill core or elective requirements of a certificate program or track in one or more of the following subject areas (see pages 4-5). Look for the color-coded notations on eligible courses. federal financial management Certificate Program (ffmcp) Grants Management Certificate Program TM (GMCP TM ) leadership & management Project & Program management 60 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
P rojec t & P rog ram manag ement Project management Principles This comprehensive foundational course focuses on the project management principles and best practices aligned with A Guide to the Project Management Body of Knowledge (PMBOK Guide) and many of the Government Accountability Office (GAO) guides, helping you obtain knowledge, tools, and techniques to successfully manage a project from initiation to final closeout. You will learn techniques designed to help you meet the goals of your projects, organization, and customers while balancing the competing demands of time, cost, scope, and risk. The course offers practical application of project management concepts and forms the basis for more advanced studies. This course provides a basis for further study for those students seeking Project Management Institute s (PMI) Project Management Professional (PMP ) credential. Explain fundamental project management concepts Develop a project charter Create a communications management plan Develop a Work Breakdown Structure (WBS) Create a realistic schedule Complete project activities given a project budget Prepare for change to a project baseline Develop a risk plan Develop a Performance Measurement Baseline (PMB) Monitor and report project status Close out a project and capture lessons learned Create an on-the-job action plan Course topics: Defining Projects Characteristics of a project Sources of projects The project charter Planning Projects Project management framework The importance of planning projects The project management plan Planning approaches Communicating with Stakeholders Identifying project stakeholders The communication process The communications management plan Breaking Down Project Work Overview of the WBS WBS approaches Developing a WBS Estimating Project Resources The purpose of scheduling The scheduling process Determining activities The network diagram The Responsibility Assignment Matrix (RAM) Activity duration estimates The critical path Portraying and analyzing the schedule Balancing scope and schedule Cost estimating Developing cost estimates Attributing costs to the budget Managing to the project budget Preparing for Change & Risk Why plan for change? The change management process The change management plan The risk and opportunity management process The risk register The risk management plan Determining the PMB Control gate reviews Setting the baseline Managing the Project The managing cycle Identifying variance Earned Value Management Determining corrective action Rebaselining Closing the Project Recognizing team performance Documenting lessons learned CertIFICate programs: federal financial management Certificate Program Project & Program management Participants will receive access to the Project Manager s Toolkit. Instructor-Led Online Course 6100 3 days $1,489 Course 6600 3 Days $1,489 Call for info 888.545.8575 atlanta, Ga Jun 15-17, 2015...15610006 Denver, Co apr 6-8, 2015...15610003 oct 7-9, 2015...15610010 apr 13-15, 2015...15610004 Dec 28-30, 2015...15610012 Mar 4-6, 2015...15610002 May 27-29, 2015...15610005 Jul 6-8, 2015...15610007 aug 19-21, 2015...15610008 Sep 28-30, 2015...15610009 Nov 18-20, 2015...15610011 Instructor-led online See web for dates nasba CPe CreDIts: 24 Field of Study: Management Advisory Services Course Level: Basic PDu CreDIts: 21 Ceu CreDIts: 2.1 ClP: 24 PrerequIsItes: None recommended follow-on Courses: Leadership and Communication Skills for Project Managers Managing Scope, Schedule & Cost Project Risk Management Requirements Management for Project Managers ace CreDIt recommendation: In the upper division baccalaureate degree category, 2 semester hours in Project Management, Management, or Business Administration Course format: Presentation, class exercises, case studies, and final exam Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 61
P rojec t & P rog ram manag ement leadership and Communication skills for Project managers Project management success depends on more than technical management skills it depends on effective team leadership. Organizations develop a portfolio of valuable projects that collectively form the road map to successfully achieving strategies. With so much riding on successful projects, the performance of the project manager is more critical than ever to achieve organizational goals. This course explains the challenges and issues concerning effective project leadership and how to best meet these challenges. It evaluates various motivational approaches, helps project leaders assess their own personal styles, describes barriers to team performance and the stages of team development, and explains how to best resolve conflicts and manage agreement, as well as how to enhance communications effectiveness. Develop the necessary skills to get the maximum performance from every member of the team. Apply the methods of leadership that are most appropriate for achieving project success. Discover which forms of leadership and communication are best suited to the attendee s personality. Learn techniques for resolving conflict and managing team issues. Gain hands-on experience in analyzing stages of team development and maximizing project team effectiveness. learning objectives Demonstrate leadership skills and apply proven techniques in leading teams Apply communication best practices in projects Evaluate different motivational approaches Identify benefits of using the Myers-Briggs Type Indicator (MBTI ) in working with project teams Create high-performance project teams Identify and resolve conflicts by practicing five different conflict resolution approaches Leadership & the Project Manager Leaders vs. managers Responsibilities of the project manager The challenges of leading project teams Communications in Projects The role and importance of communications in projects Communication best practices Stakeholder analysis Effective project meetings Project communications management Motivational Approaches Common motivational mistakes Leading theories of motivation Career anchors Using the MBTI Your MBTI type Your style of interaction Working more effectively using the MBTI Contributing to your team Effective Teams Team structures in projects The stages of team development Diagnosing team behaviors Overcoming barriers to team performance Virtual teams Managing Conflict & Agreement Sources of conflict on project teams Your conflict resolution style The conflict styles of others Conflict management approaches Achieving consensus Managing agreement CertIFICate program: Project & Program management Instructor-Led Online Course 6101 3 days $1,489 Course 6601 3 Days $1,489 Call for info 888.545.8575 atlanta, Ga Jul 13-15, 2015...15610106 Denver, Co May 4-6, 2015...15610103 Sep 2-4, 2015...15610108 aug 10-12, 2015...15610107 apr 1-3, 2015...15610102 May 11-13, 2015...15610104 Jun 22-24, 2015...15610105 Sep 14-16, 2015...15610109 oct 26-28, 2015...15610110 Dec 9-11, 2015...15610111 Instructor-led online See web for dates nasba CPe CreDIts: 24 Field of Study: Management Advisory Services Course Level: Intermediate PDu CreDIts: 21 Ceu CreDIts: 2.1 ClP: 24 suggested PrerequIsIte: Project Management Principles ace CreDIt recommendation: In the upper division baccalaureate degree category, 2 semester hours in Project Management, Management, or Business Administration Course format: Presentation, class exercises, group activities, and final exam 62 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
Section Header P rojec t & P rog ram manag ement agile Project management for the federal environment Built from the ground up specifically for the Federal workforce, this course addresses the application of Agile project management methodologies to a Federal environment. The principles, advantages, and disadvantages of various Agile development methods will become clear to participants as they organize and take part in Scrum teams, and participate in role-play activities using Agile case studies from Federal organizations. Differences between Agile project management and traditional project management Principles and practices using Scrum as a primary Agile project management process Understand the challenges of implementing Agile within the Federal environment Discover what is needed to initiate an Agile project Demonstrate what is involved in planning an Agile project Practice approaches for monitoring and controlling an Agile project Explain the steps involved in closing out an Agile project Why Agile? Predictive vs. adaptive and where the different development approaches fall on the continuum Agile Development Agile development methodologies used for Agile project management Acquisition using Agile and implementing projects in iterations Course 6010 3 days $1,489 Call for info 888.545.8575 apr 27-29, 2015...15601002 Jun 3-5, 2015...15601003 Jul 20-22, 2015...15601004 Sep 2-4, 2015...15601005 oct 26-28, 2015...15601006 Dec 14-16, 2015...15601007 nasba CPe CreDIts: 24 Field of Study: Management Advisory Services Course Level: Intermediate PDu CreDIts: 21 Ceu CreDIts: 2.1 ClP: 21 Applying Scrum Scrum lifecycle/framework Scrum roles and descriptions Initiating Agile Initiating process in Agile projects How to develop a Release Plan Develop an Agile project charter Planning Agile Planning process in Agile projects Developing a Product Backlog and user stories Determining user story prioritization based on value, cost, and risk Sprint planning Executing an Agile Project Performing a Scrum meeting Monitoring and Controlling an Agile Project Closing an Agile Project Implementing Agile in the Federal Environment CertIFICate program: Project & Program management suggested PrerequIsIte or experience: Strong knowledge of project management fundamentals Course format: Presentation, class exercises, case studies, and final exam Instructor-Led Online Course 6103 3 days $1,489 Course 6603 3 Days $1,489 Call for info 888.545.8575 atlanta, Ga May 11-13, 2015...15610303 Denver, Co Sep 21-23, 2015...15610306 Jun 8-10, 2015...15610304 Nov 30-Dec 2, 2015...15610308 apr 1-3, 2015...15610302 Jul 20-22, 2015...15610305 oct 19-21, 2015...15610307 Project risk management Planning is everything. Proactive risk management allows a project manager to optimize project results by implementing proven tools to plan for both threats and opportunities. Increase the probability of project success by applying techniques to reduce threats and enhance unexpected opportunities. Integrate risk management techniques and results into a balanced project management approach Use multiple techniques to identify and document risks Perform qualitative risk analysis to prioritize risks for response and monitoring Perform quantitative risk analysis to assess risk to the overall project cost, schedule, and scope objectives Determine and implement appropriate risk response strategies based on risk analysis Communicate risks effectively to all project stakeholderscourse topics CluDe: Risk Management Planning Planning methods to prepare for project risk management The risk management plan and register Identify Risks Tools and techniques for risk identification The Risk Breakdown Structure (RBS) Risk statement and recording risks Instructor-led online See web for dates nasba CPe CreDIts: 24 Field of Study: Management Advisory Services Course Level: Intermediate PDu CreDIts: 21 Ceu CreDIts: 2.1 ClP: 24 Perform Qualitative Risk Analysis Why perform qualitative risk analysis? Probability and impact matrices Recording qualitative analysis results Prioritizing risks Perform Quantitative Risk Analysis Expected monetary value Decision trees, 3-point estimates The Program Evaluation and Review Technique (PERT) Method and Monte Carlo Simulation Plan Risk Responses Selecting appropriate risk responses Updating project management documents Monitor and Control Risks Techniques for monitoring risks Implementing risk responses Risk status reporting techniques CertIFICate program: Project & Program management suggested PrerequIsIte: Project Management Principles Course format: Presentation, class exercises, case studies, and final exam Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 63
about FaC- p/pm Our revised FAC-P/PM curriculum is now FAI Verified! Management Concepts is proud to announce a revised and improved FAC-P/PM curriculum that has been FAI Verified for all Entry, Mid, and Senior Level courses. Our blended approach focuses on providing a highly focused learning experience to Federal employees with a practical solution to agency training needs. We ve made improvements to benefit students at every level, including: A new online module, The Federal Acquisition Environment a self-paced module which serves as introduction or refresher to new concepts introduced in our revised FAC-P/PM curriculum (for Entry and Mid Level students) entry LeVeL Contracting: entry Level (Course 6878) 2 days This course provides an introduction to Federal contracting and focuses on the three phases of the acquisition lifecycle: acquisition planning, contract formation, and performance & administration. The curriculum is designed for entry Level project managers and satisfies the acquisition coursework area necessary for FAC-P/PM Certification. It also addresses FAI entry Level performance outcomes. Requirements & Systems Management: entry Level (Course 6879) 3 days This course provides the foundation for effective requirements development and systems management. It satisfies the Requirements Development and Management Processes, Systems engineering, Test and evaluation, and Life Cycle Logistics performance outcomes necessary for FAC-P/PM Certification at the entry Level. Virtual delivery using Adobe Connect Pro or similar software FAC-P/PM-IT Core-Plus Management competencies applied throughout our Mid Level courses Greater flexibility with online assessments for Entry and Mid Level students Business, Cost, and Financial Management: entry Level (Course 6877) 2 days This course provides the foundation for effective cost estimating, Federal budgeting, and implementing earned Value Management (evm) on projects. It satisfies the Business, Cost, and Financial Management performance outcomes necessary for FAC-P/PM Certification at the entry Level. Pre-course assessments on the related performance outcomes Shorter class lengths to minimize time in classrooms For more information on the new FAC-P/PM courses, visit www.managementconcepts.com/facppm. Federal Acquisition Institute (FAI) verified certification courses have been reviewed by FAI and verified the courses properly align to the applicable Office of Federal Procurement Policy (OFPP) competency model and Federal certification policy. 64 Leading Acquisition Projects: entry Level (Course 6876) 3 days Leadership is critical to the success of all high-performing program and project managers. The ability to not just manage, but lead a project is the differentiator in the realization of career goals and attaining the mission of the agency. This course covers key leadership skills including holding yourself and others accountable for project results, building relationships, solving problems, managing conflict, communicating effectively, and demonstrating outstanding customer service.
mid LeVeL SenIor LeVeL Contracting: Mid Level (Course 6888) 2 days This course differentiates between private and public sector contracting; discusses the mission, purpose, vision, and goals of Federal contracting; discusses the Federal Acquisition Regulation System (FAR) and acquisition life cycle; and reviews the various roles and responsibilities of the acquisition team. The curriculum also explores leadership and management processes associated with successful acquisition planning, as comprehensive planning is a critical part of successful acquisitions. Requirements & Systems Management: Mid Level (Course 6889) 3 days This course provides the foundation for effective requirements development and systems management. It satisfies the Requirements Development and Management Processes, Systems engineering, Test and evaluation, and Life Cycle Logistics performance outcomes necessary for FAC-P/PM Certification at the Mid Level. Business, Cost, and Financial Management: Mid Level (Course 6887) This course provides the foundation for effective cost estimating, Federal budgeting, and implementing earned Value Management (evm) on projects. It satisfies the Business, Cost, and Financial Management performance outcomes necessary for FAC-P/PM Certification at the Mid Level. Leading Acquisition Projects: Mid Level Course (6886) 2 days 3 days effective project leadership is integral to realizing career goals and achieving the agency s mission. Developing high-performing project teams and maintaining constructive stakeholder relationships are skills that set outstanding project leaders apart. This course explores key leadership skills, including building high-performing project teams, building networks and professional alliances, managing conflicts, making decisions, developing team members, and demonstrating creativity and innovation. Leadership and Strategic Management: Senior Level (6891) This course focuses on the ability to lead projects strategically within the Federal environment. Students will determine how to identify key issues that can inhibit a large-scale project or program from moving forward and discuss how to change the environment across decision support systems to meet strategic department/agency needs. Students will also learn to navigate through Federal department/agency decision support systems and learn key strategies for developing an executable, comprehensive acquisition strategy. Business, Cost, and Financial Management: Senior Level (6892) 2 days This course provides an overview on managing cost estimating, Federal budgeting, and implementing earned Value Management (evm) on programs. The use of interactive exercises and class discussions allows students to focus on collecting, organizing, analyzing, and reporting on project and program progress and performance. Contract Management: Senior Level (6893) 2 days This course provides an overview of managing Federal contracts with a focus on the acquisition plan, the preaward and source selection process, leading and appraising contract execution, and formulating contract approaches for services and IT efforts. Students participate in interactive exercises and discussions to assess and evaluate how to effectively and efficiently apply Federal and acquisition policies to meet the program s needs. Systems Management: Senior Level (6894) This course focuses on systems management within the Federal environment. Students will assess how systems development, including requirements, system engineering, test and evaluation, and logistics, fits into the overall total Life Cycle Systems Management (TLCSM) environment. 2 days 2 days 65
P rojec t & P rog ram manag ement PmP exam Prep Boot Camp This interactive accelerated course is geared toward participants who seek to effectively prepare for the Project Management Professional (PMP ) certification exam. Focus on the five Guide to the Project Management Body of Knowledge (PMBOK Guide) process groups and the nine knowledge areas, as well as the critical topic of professional responsibility. Obtain all the project management education hours you need to apply for the exam. Gain confidence by answering sample exam questions during class and by using the PMP PowerTrack test simulator as you continue your preparation after the training has concluded. Successfully apply to sit for the PMP certification exam Maximize the use of your time in preparing for the PMP certification exam Master critical terms and concepts in project management Evaluate your strengths and weaknesses to best focus your study efforts Identify key elements of each of the project management processes Identify and incorporate best practices relating to professional responsibility Determine critical vs. non-critical study areas Avoid common pitfalls associated with taking the exam The Project Management Framework The role of the PMBOK Guide Key project management terminology The project management process groups The project management knowledge areas Initiating Process Group The initiating process group definition The inputs, tools, techniques, and outputs Initiating process techniques The knowledge areas and processes that occur in initiating Planning Process Group The planning process group definition The inputs, tools, techniques, and outputs Planning process techniques The knowledge areas and processes that occur in planning Executing Process Group The executing process group definition The inputs, tools, techniques, and outputs Executing process techniques The knowledge areas and processes that occur in executing Monitoring and Controlling Process Group The monitoring and controlling process group definition The inputs, tools, techniques, and outputs Monitoring and controlling process techniques The knowledge areas and processes that occur in monitoring and controlling Closing Process Group The closing process group definition The inputs, tools, techniques, and outputs The knowledge areas and processes that occur in closing Professional Responsibility The importance of professional responsibility as a project professional What is meant by ensuring individual integrity and professionalism? The importance of contributing to the project management knowledge base Applying professional knowledge to improve service The value of balancing stakeholder interests The importance of respecting personal, ethnic, and cultural differences Study Tips Specific materials to review for the exam Study tips to focus your preparation time How to use the time allocated for the exam wisely Test-taking strategies CertIFICate program: Project & Program management free resources As part of our commitment to helping you earn your certification, this course includes the following resources: Participant workbook with more than 200 practice questions and answers Glossary of terms Project Management Institute s A Guide to the Project Management Body of Knowledge (PMBOK Guide) exam prep app: PMP Prep from Management Concepts PMP experience Tracking Tool Access to our webinar, Completing Your PMP Application: Learning from an Expert, which walks through the process of submitting an application to the PMI PmP exam Prep Boot Camp Guarantee If you take PMI s PMP Certification exam within 60 days of completing our course, and don t pass, retake our course for FRee! Visit our website for full details. Instructor-Led Online Course 6137 5 days $1,999 Course 6637 5 days $1,999 Call for info 888.545.8575 Mar 30-apr 3, 2015...15613702 Sep 21-25, 2015...15613705 May 18-22, 2015...15613703 Jul 27-31, 2015...15613704 Dec 7-11, 2015...15613706 Instructor-led online See web for dates nasba CPe CreDIts: 40 Field of Study: Management Advisory Services Course Level: Intermediate PDu CreDIts: 35 Ceu CreDIts: 3.5 ClP: 40 suggested PrerequIsIte or experience: Strong knowledge of project management fundamentals Course format: Presentation, class discussion, class exercises, and practice exam 66 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
P rojecsection t & P rog ram Header manag ement managing scope, schedule, and Cost Every project struggles with resource limits: time, personnel, budget, and materials. Be proactive and in control of your project by implementing cost and schedule management. Determine your agency s real need and how best to plan project scope based on stakeholder budget and schedule constraints. Establish the Performance Measurement Baseline (PMB). Gain proficiency in the tools and techniques used to compare actual work accomplished against established plans. Evaluate a deliverable-based Work Breakdown Structure (WBS) and create a WBS dictionary Validate a project schedule and demonstrate schedule compression techniques Evaluate and validate cost estimates Analyze project performance and recommend corrective action Scope, Schedule, and Cost Overview Review of key scope, schedule, and cost concepts Balancing the competing demands Scope Relationship between project scope and requirements Role of estimating in project scope Converting requirements and scope to project work Evaluating and constructing a productoriented WBS Instructor-Led Online Course 6135 3 days $1,489 Course 6635 3 days $1,489 Call for info 888.545.8575 atlanta, Ga oct 19-21, 2015...15613505 Denver, Co apr 20-22, 2015...15613502 Jul 13-15, 2015...15613504 May 18-20, 2015...15613503 Nov 4-6, 2015...15613506 Instructor-led online See web for dates nasba CPe CreDIts: 24 Field of Study: Management Advisory Services Course Level: Intermediate PDu CreDIts: 21 Ceu CreDIts: 2.1 ClP: 21 suggested PrerequIsIte: Project Management Principles Defining Data Item Description (DID) and Contract Data Requirements List (CDRL) Schedule Organizing and scheduling work Schedule compression techniques Evaluating and constructing network diagrams Determining the critical path Review of the components of a network node Cost Cost estimating techniques Managing Scope, Schedule, and Cost Analyzing project performance and recommending corrective actions Performance Measurement Baseline Role of management reserve Strategies for responding to risk Techniques for performance measurement CertIFICate program: Project & Program management ace CreDIt recommendation: In the upper division baccalaureate degree category, 2 semester hours in Project Management, Management, or Business Administration Course format: Presentation, class exercises, case studies, and final exam additional Project & Program Management Courses to AccelerAte Your Career Please visit www.managementconcepts.com/projectmanagement for more training courses in our Project & Program Management program. Below is just a sample of the additional courses we offer: agile acquisition (Course 6003)* Building Business Cases (Course 6314)* Making Decisions using earned Value (Course 6102)* Managing Stakeholder expectations and relationships (Course 6162)* Program Management (Course 6190)* Project Cost estimating (Course 6111)* requirements Management for Project Managers (Course 6134)* Transitioning to agile: a Federal executive overview (Course 6006)* *These courses fulfill core or elective requirements of one or more Management Concepts certificate programs. For more information about certificate programs, see pages 4-5 or visit www.managementconcepts.com/cp. Check out our website today for a complete list of courses, locations, dates, and registration information! Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 67
HR about Human Capital & Hr What our human Capital & hr Students are Saying... employee relations (See page 70) The entire course was very helpful in not only my current position, but it helped me decide on furthering my career in this field. labor and management relations (See page 70) Material was presented in a way that was organized and easy to understand. With government leaders focusing on human capital and the changing workforce, Human Resources (HR) has become an even more mission-critical occupation across the Federal government, increasing the demand for strategic HR professionals with deep functional expertise. To meet the changing and distinct development needs of Federal HR professionals, Management Concepts designed the Federal HR Professional Program. The suite of courses that make up the program provide a solid foundation in both functional HR knowledge and the strategic skills demanded by an evolving profession. Management Concepts is dedicated to delivering the most up-to-date human capital and HR curriculum to help Federal HR professionals unleash their potential. our new Federal hr professional program Courses cover all phases of the HR Lifecycle in a holistic Federal HR curriculum. Visit www.managementconcepts.com/hr. Federal hr tools and resources Get expert advice and the latest developments in Human Capital and HR. Visit www.managementconcepts.com/hrinsights. hr Boot Camp Take this intensive five-day overview of Federal HR and apply your learning to a real-world scenario. Visit www.managementconcepts.com/hrbootcamp. our partnership with nitp Plan a smooth transition from Federal work to retirement with our retirement planning course. Visit www.managementconcepts.com/retirement. AccelerAte Your Career CertIFICate programs Many of our courses fulfill core or elective requirements of a certificate program or track in one or more of the following subject areas (see pages 4-5). Look for the color-coded notations on eligible courses. federal financial management Certificate Program (ffmcp) Grants Management Certificate Program TM (GMCP TM ) leadership & management Project & Program management 68 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
Human CaPItal & Human r esourc es new! Hr Boot Camp This five-day course provides participants with a comprehensive overview of the Federal Human Resources (HR) profession. Participants learn the breadth of HR functions in the Federal government, as well as how they integrate into the HR Lifecycle. This includes the rules and regulations as well as tools and best practices from the Office of Personnel Management (OPM), Federal agencies, and the commercial sector. Participants receive a thorough overview of eight critical human resources functions, culminating in a capstone exercise to allow students to apply their learning to a real-world Federal HR scenario. Participants will also gain understanding of how all the functions in HR work together to manage the Federal workforce to drive each agency s mission. Explain the role of HR in and value of HR to a Federal agency Describe the function within Federal HR Explain the importance of the Federal workforce and HR s role in optimizing it Explain each phase of the HR Lifecycle and how it impacts workforce results Describe how the different functions across HR integrate into the HR Lifecycle to drive results Introduction to Federal Human Resources The HR Lifecycle Sources of authority The importance of workforce in driving results Recruiting and Placement The legal framework in hiring and placement The Federal recuriting process Assessment and selection Position Classification and Management Position classification Position management How position classification and position management work together Job Analysis and Competency Assessment The job analysis process Assessment tools Best practices in job analysis and competency assessment Performance Management The Federal Performance Management process Role of HR in supporting Federal supervisors Best practices in writing performance standards and evaluating performance Employee Development Career development models and tools How HR supports employee development Career pathing and its link to competency assessment HR Analytics The analytics process model as it relates to HR analytics Critical metrics and benchmarks in Federal HR Best practices in HR analytics Employee Relations How the employee relations function adds value Employee relations rules and regulations Performance-based actions Labor Relations The value of a strong labor relations expert in HR The Collective Bargaining Agreement (CBA) process The Grievances and Alternative Dispute Resolution processes HR Bootcamp Capstone Analyze a real world scenario through the lenses of different HR functions Utilize HR skills to idenitify HR-related issues impacting workforce performance Recommend an HR intervention to address a people-centric issue Make effective recommendations for HR intervention Explain the implications of HR interventions recommended by others Course 4908 5 days $1,399 Call for info 888.545.8575 May 11-15, 2015...15490801 aug 3-7, 2015...15490802 Nov 2-6, 2015...15490803 nasba CPe CreDIts: 40 Field of Study: Personnel/HR Course Level: Basic Ceu CreDIts: 3.2 suggested PrerequIsItes: None recommended follow-on Courses: World Class Customer Service in HR HR Analytics Job Analysis for Recruitment and Selection Position Classification Course format: Facilitated discussions, individual and group activities, case scenarios, and role play Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 69
Human Section CaPItal & Human Header r esourc es Hr analytics Organizations require efficient Human Resources (HR) data analytics to make strategic business decisions. In this course, participants will gain insight into uses of analytics in HR, why it is important, and how HR analytics can be used to add value to your organization. Participants will also explore resources that will help align your organization s mission and goals with key metrics and benchmarks. The course also covers the most common HR analytics tools, with a particular focus on the use of Microsoft Excel to explore a set of techniques used in organizing, analyzing, and presenting HR data. Additionally, the curriculum provides participants with the opportunity to explore how to apply the Analytics Process Model to analyze and organize data. This course is designed to prepare you for one of the most important analytic skills: to be able to present data effectively to communicate your results and recommendations to decision makers. new! Give examples of the value analytics brings to HR Generate a list of HR benchmarks and metrics relevant to an organization s mission or goals Apply best practices for using HR analytics to support making data-driven decisions Demonstrate use of the Analytics Process Model to analyze HR data Prepare an analysis of workforce and talent data to identify trends and other actionable performance information The Analytics Process Model Analytics: using HR data Aligning HR metrics to agency mission objectives Basic quantitative analysis techniques for HR Working with agency leaders and managers to provide insights from HR analytics Techniques to effectively present HR analytics data HR regulations and reporting requirements Systems of record for data Evaluating analysis results federal Workforce Planning Workforce planning compares current and future workforce needs with the internal and external workforce to identify gaps and inform succession planning. Participants learn how to perform strategic workforce planning using industry best practices, including the Office of Personnel Management s (OPM) Strategic Workforce Planning Model, to drive mission achievement. learning objectives Explain the use of workforce planning in the Federal workplace Examine organizational strategy and workforce composition Use analysis to identify gaps with current and future states of an organization s workforce Identify efficient and effective solutions that address critical workforce gaps Prepare for implementing workforce planning strategies new! Origins of workforce planning Purpose and benefits of workforce planning Understanding workforce trends The role of Federal Human Resources (HR) and workforce planning The alignment of workforce planning to other agency initiatives Review of different models within workforce planning, including OPM s model Workforce planning data needs and methods for collecting it Common analytical tools used in workforce planning Common workforce planning processes Best practices in workforce planning Course 4911 2 days $929 Call for info 888.545.8575 Course 4906 2 days $769 Call for info 888.545.8575 apr 23-24, 2015... 15491101 Jul 16-17, 2015... 15491102 oct 8-9, 2015... 15491103 nasba CPe CreDIts: 16 Field of Study: Personnel/HR Course Level: Basic Ceu CreDIts: 1.3 PrerequIsItes: HR Boot Camp or equivalent knowledge and experience recommended follow-on Courses: Federal Workforce Planning The Federal HR Business Partner Course format: Facilitated discussions, individual and group activities, case scenarios, and selfassessments Course InCluDes ComPuter use Feb 26-27, 2015...15490601 May 4-5, 2015...15490602 aug 20-21, 2015...15490603 Dec 3-4, 2015...15490604 nasba CPe CreDIts: 16 Field of Study: Personal Development Course Level: Intermediate Ceu CreDIts: 1.3 suggested PrerequIsItes: None recommended follow-on Course: HR Analytics Course format: Self-assessments, individual, small-, and large-group practical exercises, discussions, threaded case study, and facilitator presentations 70 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
Human CaPItal Section & Human Header r esourc es the federal Hr Business Partner Human Resources Business Partners (HRBP) represent Human Resources (HR) to the client, and the client to the HR organization. Acting as an internal consultant, HRBPs solve the client s human capital issues, effectively implement HR programs, and advise client leaders on the human resources implications of their decisions. HRBPs not only have a comprehensive understanding of HR, but also understand the vision, mission, and strategic objectives of the clients they support. Describe the role of the Federal HRBP and the value it provides to the customer and to HR Use advanced consulting skills to conduct root cause analysis for client HR issues Select human capital solutions appropriate for the client s strategic and operational objectives Explain how to assess human capital needs against other client objectives Describe how to budget for a human capital program Apply influencing skills to gain buy-in from the customer for an HR program Apply best practices in change management into HR program implementation Apply best practices in project management into HR program implementation Integrate HRBP skills across an HR program lifecycle new! Course topics: The HRBP function Providing value as an internal consultant Human capital planning Funding and budgeting for HR programs Influencing customer investment in HR programs Change management Project management Integrating disciplines to create value World Class Customer service in Hr Participants learn practical skills to deliver world class human resources services to internal customers in the Federal government. Participants learn practical skills for better understanding and communicating with customers, anticipating and responding to customer requests and concerns, and measuring customer service and satisfaction. learning objectives Explain the value of providing world class customer service as a Federal HR professional Describe how to create shared expectations with internal clients Lead a customer through a simple root cause analysis Communicate with customers in a manner that builds credibility and trust Apply tactics to effectively deal with challenging clients Anticipate customer needs, obstacles, and concerns in response to HR programs and practices Objectively evaluate customer service Develop a plan to improve delivery of customer service new! Course topics: Defining world class customer service in HR Building credibility and trust Setting shared expectations Communication strategies Root cause analysis Dealing with difficult customers Anticipating customer needs Evaluating customer service Course 4909 2 days $769 Call for info 888.545.8575 Course 4922 2 days $649 Call for info 888.545.8575 aug 31-Sep 1, 2015...15490902 Jun 1-2, 2015...15490901 Dec 17-18, 2015...15490903 nasba CPe CreDIts: 16 Field of Study: Personnel/HR Course Level: Intermediate Ceu CreDIts: 1.3 suggested PrerequIsItes: HR Boot Camp World Class Customer Service in HR recommended follow-on Courses: HR Analytics Federal Workforce Planning Course format : Individual, small, and large group practical exercises, case studies, discussions, and applicationplanning Jul 20-21, 2015...15492201 Nov 5-6, 2015...15492202 nasba CPe CreDIts: 16 Field of Study: Personnel/HR Course Level: Basic Ceu CreDIts: 1.3 suggested PrerequIsIte: HR Boot Camp recommended follow-on Course: The Federal HR Business Partner HR Analytics Federal Workforce Planning Course format : Facilitated discussions, individual and group activities, case studies, role play, and skills practice Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 71
Human Section CaPItal & Human Header r esourc es labor and management relations As internal and external factors continue to put pressure on the traditionally tense relationship between labor and management, it is critical that representatives in this area have practical knowledge and skills. This course provides a basic understanding of Federal labor relations, including an overview of labor laws, bargaining responsibilities, and grievance arbitration. employee relations Participants learn to provide regulatory and policy guidance in evaluating and addressing performance concerns, guide management in identifying and dealing with conduct/disciplinary issues, analyze and process employee grievances, and review Federal employment program options designed to improve and maintain employee productivity, motivation, and morale. Discuss the background of labor law Describe the evolution of labor-management relations Explain the collective bargaining process Describe how collective bargaining agreements are administered Explain the processes for, and different types of, grievances Describe how to resolve conflict between labor and management through the use of alternative dispute resolution and appeal Locate vital sources for information related to labor and management relations Background and evolution of labor and management relations: key acts, regulatory bodies, and landmark cases Labor relations program framework Benefits of good labor-management relations Collective bargaining process, including negotiations and Memorandums of Understanding Collective bargaining agreement administration Grievance types and process Alternative dispute resolution process, options, and appeal process Top resources for labor and management relations information Define HR roles and advisory services Identify the rules and guidelines in performing HR Advise management on performance standards Analyze performance criteria and root causes of performance deficiencies Identify performance standard factors Provide reasonable accommodations to enhance performance Discuss processes and procedures of performance-based actions, disciplinary and/or adverse actions Manage grievances in collaboration with agency and/or union officials Develop and maintain high level performance, conduct, and morale Roles of Human Resources Specialists (HRS) and Generalists Strategies for supporting management and advising employees Key employee relations laws, regulations, and rules Effective performance standards and Performance Improvement Plans (PIPs) Evaluating performance deficiencies and adverse actions Performance vs. conduct issues Issuance of disciplinary/adverse actions and removal notices Employee grievance rights and the grievance process, including how to handle Equal Employment Opportunity (EEO) complaints Alternate methods of dispute resolution Representing your organization in third party actions Participating in administrative meetings Course 4916 2 days $649 Call for info 888.545.8575 Course 4917 2 days $649 Call for info 888.545.8575 Jun 18-19, 2015...15491603 Sep 17-18, 2015...15491605 Mar 26-27, 2015...15491602 aug 17-18, 2015...15491604 nasba CPe CreDIts: 16 Field of Study: Personnel/HR Course Level: Basic Ceu CreDIts: 1.3 suggested PrerequIsIte: HR Boot Camp or equivalent knowledge and experience Course format: Facilitated discussions, individual and group activities, and case scenarios apr 23-24, 2015...15491702 Jul 16-17, 2015...15491704 Jun 15-16, 2015...15491703 oct 8-9, 2015...15491705 nasba CPe CreDIts: 16 Field of Study: Personnel/HR Course Level: Basic Ceu CreDIts: 1.3 suggested PrerequIsIte: HR Boot Camp or equivalent knowledge and experience recommended follow-on Course: Job Analysis for Recruitment and Selection Course format: Facilitated discussions, individual and group activities, and case scenarios 72 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
Human CaPItal & Human r esourc es new! federal talent acquisition In this two-day course, Federal HR professionals learn and apply strategic and tactical skills in talent acquisition, including recruiting and placement. Participants learn not only the processes and procedures of the Federal government, but also best practices from the commercial sector, including analyzing talent data to make better hiring decisions. An integral part of the HR Lifecycle, talent acquisition drives staffing, recruitment, selection, Entry On Duty and onboarding, and employee development. Participants learn how to effectively define the need, source and select candidates, and position new hires for both success as well as retention while partnering with hiring managers in a fully compliant and efficient manner. additional Human Capital & HR Courses to AccelerAte Your Career Explain the Federal hiring process and its benefits to HR, employers, and candidates Determine compliance with and Federal rules/regulations including the OPM endto-end hiring initiative Analyze a staffing need to determine how to proceed with recruiting Develop and implement a fully compliant talent acquisition strategy Implement best practices in assessment and selection to drive performance Advise hiring managers on using assessment to select the best qualified candidates Use Entry On Duty, orientation, and onboarding to speed time to full productivity and increase engagement and retention Efficiently and compliantly managing the talent pipeline Federal hiring process Staffing needs analysis Talent acquisition strategy Job posting Assessment and selection Entry On Duty Orientation Onboarding Employee development Talent pipeline Please visit www.managementconcepts.com/hr for more training courses in our Human Capital & Hr program. Below is a list of additional courses we offer: Getting efficient: optimizing Hr operations (Course 4919) Job analysis for recruitment and Selection (Course 4912) Position Classification (Course 4913) Position Management (Course 4914) retirement Planning for Federal employees (Course 4903) Supporting Professional Growth in organizations (Course 4918) Instructor-Led Online Course 4921 2 days $649 Call for info 888.545.8575 online Jun 30-Jul 1, 2015...15492101 Oct 20-21, 2015...15492102 nasba CPe CreDIts: 16 Field of Study: Personnel/ HR Course Level: Basic Ceu CreDIts: 1.3 suggested PrerequIsItes: None recommended followon Courses: Job Analysis for Recruitment and Selection Federal Workforce Planning Course format: Facilitated discussions, case studies, and individual and group activities Check out our website today for a complete list of courses, locations, dates, and registration information! Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 73
with our Latest Publications Rely on Management Concepts for the resources you need to support your professional development goals at every stage of your career. our publications span a broad array of topics and are written by highly-respected experts in their field. each author shares real-life experiences, best practices, and practicals to arm you with foundational knowledge needed for long-term individual and organizational success. The Complete Guide to Government Contract Types Kenneth r. Segel 2015, ISBN 978-1-56726-468-5 Product Code B685, $59 The Project Management answer Book, Second edition Jeff Furman, PMP 2015, ISBN 978-1-56726-446-3 Product Code B463, $69 Key Case Law rules for Government Contract Formation Patrick Butler, Lt. Col. 2014, ISBN 978-1-56726-447-0 Product Code B470, $89 anytime Coaching: unleashing employee Performance, Second edition Teresa Wedding Kloster and Wendy Sherwin Swire 2015, ISBN 978-1-56726-461-6 Product Code B616, $32 The risk Doctor s Cures for Common risk ailments David Hillson, Ph.D., PMP 2014, ISBN 978-1-56726-459-3 Product Code B593, $29 Project risk Managed! Susan G. Parente, PMP, PMI-rMP 2015, ISBN 978-1-56726-478-4 Product Code B784, $32 98 opportunities to Improve Management in Government Stewart Liff 2015, ISBN 978-1-56726-480-7 Product Code B807, $29 Winning with Past Performance: Strategies for Industry and Government Jim Hiles and W. earl Wells 2015, ISBN 978-1-56726-466-1 Product Code B661, $62 Breakthrough Business analysis: Implementing and Sustaining a Value-Based Practice Kathleen B. Hass, PMP 2015, ISBN 978-1-56726-464-7 Product Code: B647, $49 Project Management for Small Projects, Second edition Sandra F. rowe, Ph.D., PMP 2015, ISBN 978-1-56726-474-6 Product Code B746, $32 To view our entire publications library, visit www.managementconcepts.com/mcpress. The icon indicates availability of the publication through your ebook retailer. 74
registration Information for open enrollment Classes enrolling in a Class To enroll in a class, you must sign up for the class and either pay the class tuition or submit fully executed payment paperwork prior to the class start date. See the Payment section below for more details. If you do not have tuition payment or payment information at the time you desire to enroll, we will place you in a reservation status until payment or fully executed payment paperwork is received. Reserved seats are not guaranteed and may be forfeited at any time prior to receipt of payment or payment paperwork. Class sizes are limited, so we recommend enrolling early to guarantee a place in the class. How to enroll online: www.managementconcepts.com/training/ RegisterforaClass PHone: 888.545.8575 fax: 703.790.1371 mail: Management Concepts Attn: Open Enrollment Registration 8230 Leesburg Pike, Suite 800 Tysons Corner, VA 22182 Download the enrollment application at www.managementconcepts.com/application Payment Tuition payment or fully executed payment paperwork is preferred at the time you sign up for a class, but due no later than fourteen (14) calendar days prior to the start of the class. You will not be enrolled in a class until payment or executed payment paperwork is received. Instead, you will be placed in a reservation status for the class. To enroll in a class less than fourteen (14) calendar days prior to its start date, you must submit payment or fully executed payment paperwork upon signing up for the class. For online classes, tuition payment or fully executed and signed payment is required prior to access to the online class. Methods of payment include: Credit cards (VISA, MasterCard, and American Express) Checks, Money Orders, or Cashiers Checks Fully executed, authorized and signed Purchase Order Fully executed, authorized and signed Government Training Form (e.g., SF 182, DD Form 1556) To avoid confirmation delays, please ensure that your registration number or invoice number accompanies your payment. enrollment and Class Confirmation You will receive an enrollment acknowledgment via email within three days of enrolling in a class. This does not mean the class will occur. You will receive a class confirmation via email up to 3 weeks prior to the class start date confirming that the class will be held. Nonrefundable travel reservations should not be made before receiving class confirmation. Accommodations and meals are not included in the tuition fee. If the class is full, or has been rescheduled, notification of the change in class status will be sent. Student substitutions are permitted at any time up to the start of the class. Student Cancellations Fourteen (14) calendar days, or more, prior to the class start date. There is no penalty for cancelling an enrollment fourteen (14) calendar days, or more, prior to the class start date. Thirteen (13) calendar days, or less, prior to the class start date. For employer-sponsored training, full payment is due if an enrollment is canceled thirteen (13) calendar days, or less, prior to the class start date. No credits, transfers, or refunds will be made. Complete open enrollment Terms & Conditions Visit www.managementconcepts.com/termsandconditions for the most up-to-date terms and conditions. open enrollment Group Discounts Organizations save money when sending a group of students to the same open enrollment class offered in this catalog. When five to nine students from your organization attend the same class, you can take a 5% discount off the course price. Send ten or more and receive a 10% discount. Accommodations Accommodations and meals are not included in the tuition fee. Visit www.managementconcepts.com for travel recommendations. Satisfaction Guarantee Management Concepts offers a money-back guarantee on every open enrollment course. We simply ask that you explain why you are dissatisfied in writing so we can improve. We will refund 100% of your tuition or apply the amount to another class. Concerns should be sent to: Management Concepts, Attention: Customer Care 8230 Leesburg Pike, Tysons Corner, VA 22182 Phone: 888.545.8571 Email: customercare@managementconcepts.com employee Sponsored Training Management Concepts offers and delivers only employersponsored training (i.e., business-to-business training). Any agreement for the delivery of training and training services is between Management Concepts and the employer organization that has sponsored the training of the individual who will attend the delivery of a company course. GSA Contracts Eligible buyers may purchase certain Management Concepts products and services under the company s GSA Multiple Award Schedule (MAS) 874 Contract #GS-02F-0010J. Buyers should indicate that their purchase is being made under the company s MAS contract at the time they place their order. In addition, their order should include the company s MAS contract number. Please contact us with any questions about the ordering procedure at 888.545.8575. Location Our classes are conveniently accessible by Metro. Tuition fees, course titles, course schedules, and terms and conditions are subject to change without notice. Visit our website for the most current information: www.managementconcepts.com. Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 75
Credits and Professional Certification training Many of the courses presented in this catalog meet the standards and requirements of the leading industry organizations detailed below. Students seeking to earn credentials or recognition from these organizations, such as college and continuing education credit and professional certification, can select from a broad array of offerings to further their professional development. College Credit the american CounCIl on education s ColleGe recommendation service (ace CreDIt) The American Council on Education s College Credit Recommendation Service (ACE CREDIT) has evaluated and recommended college credit for many of Management Concepts courses. The American Council on Education, the major coordinating body for all the nation s higher education institutions, seeks to provide leadership and a unifying voice on key higher education issues and to influence public policy through advocacy, research, and program initiatives. ACE CREDIT connects workplace learning with colleges and universities by helping adults gain access to academic credit at colleges and universities for formal courses and examinations taken in the workplace or other settings outside traditional higher education. For more than 30 years, colleges and universities have trusted ACE CREDIT to provide reliable course equivalency information to facilitate their decisions to award academic credit. For more information, visit the ACE CREDIT website www.acenet.edu/credit. Continuing education national association of state BoarDs of accountancy (nasba) CPe CreDIt Many of Management Concepts courses meet the professional certification and continuing education requirements for students seeking Continuing Professional Education (CPE) credits. NASBA CPE credit information will be detailed on the individual pages of courses meeting these requirements. Management Concepts is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website www.learningmarket.org. Prerequisites and/or advanced preparation, if applicable, will be identified in the individual course descriptions. Student complaints will be handled in accordance with our Satisfaction Guarantee. GenerallY accepted GoVernment auditing standards (GaGas) CPe CreDIt Our live classroom and instructor-facilitated online (asynchronous) grants courses meet the standards for Generally Accepted Government Auditing Standards (GAGAS) CPE credits, as established by the Government Accountability Office, Guidance on GAGAS Requirements for Continuing Professional Education, April 2005. Professional Certification Training Management Concepts provides training to prepare you for the following professional certifications and credentials: federal acquisition InstItute s (fai) federal acquisition CertIfICatIons The Federal Acquisition Institute (FAI) is responsible for Federal civilian agency workforce development. FAI is charged through OFPP and OMB with responsibility for development and oversight of the implementation of civilian agency certification programs, including one for contracting personnel referred to as the Federal Acquisition Certification in Contracting, or FAC-C, one for technical personnel called FAC-COR, and one for project and program managers called FAC-P/ PM. Management Concepts offers a variety of courses (including those with DAU-equivalency and ACE Credit recommendations) to help you address the FAC-C, FAC-COR, and FAC-P/PM training requirements in your agency. To learn more, please call 888.545.8575. national ContraCt management association (ncma) CertIfICatIon The National Contract Management Association (NCMA) recognizes that professionals in the contract management, acquisition, and procurement fields are continually challenged to improve their skills and increase their occupational performance, so they have entered into educational partnerships with organizations like Management Concepts. If you are an NCMA member, you can apply course completion hours from training successfully completed with Management Concepts towards NCMA Certification. 76 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
CertIfIeD GoVernment financial manager (CGfm ) The CGFM Training Series provides you with a broad base of knowledge in auditing, accounting, financial management, and budgeting. These courses provide the advanced knowledge and instill the confidence you need to sit for each of the three examinations required as part of the Association of Government Accountants CGFM program. CertIfIeD Defense financial manager (CDfm) Management Concepts is licensed to deliver the American Society of Military Comptroller s (ASMC) Enhanced Defense Financial Management Training Course (EDFMTC). The EDFMTC supports preparation for the CDFM examinations. CertIfIeD GoVernment auditing ProfessIonals (CGaP ) The Certified Government Auditing Professional (CGAP ) designation demonstrates your knowledge and understanding of the unique features of public-sector auditing. Internal auditor (CIa ) The Certified Internal Auditor (CIA ) designation is the only globally accepted certification for internal auditors and remains the standard by which individuals demonstrate their competency and professionalism in the internal auditing field. Candidates leave the program enriched with educational experience, information, and business tools that can be applied immediately in any organization or business environment. ProjeCt management InstItute (PmI ) CertIfICatIons Project Management Institute (PMI) is the leading non-profit professional association in project management, establishing standards and providing professional certification highly sought after by today s competitive organizations. Management Concepts students receive Professional Development Units (PDUs), as required by PMI, to obtain the Certified Associate in Project Management (CAPM ) or Project Management Professional (PMP ) certification and re-certification. You are required to verify at least 23 contact hours of specific instruction addressing learning objectives in project management to apply for CAPM certification and 35 contact hours to apply for PMP certification. As a PMI Charter Global Registered Education Provider (REP), Management Concepts project management courses satisfy this requirement. www.pmi.org. PMP, CAPM, PMBOK, and the PMI Registered Education Provider logo are registered trademarks of the Project Management Institute, Inc. Defense acquisition university (Dau) equivalency We offer DAU equivalency for many of the DAWIA and FAC-C certification courses. Check our website for a complete list. We recommend you consult your ACM or DACM for guidance on which courses you should take. InternatIonal InstItute for BusIness analysis (IIBa Endorsed Education ) Provider The IIBA is the TM independent nonprofit professional association serving the growing field of business analysis. In whatever role, whether its requirements management, systems analysis, business analysis, requirements analysis, project management, or consulting, IIBA develops and maintains the standards for the practice of business analysis and for the certification of its practitioners. As a Charter Endorsed Education Provider (EEP ) of the IIBA, Management Concepts business analysis curriculum is consistent with the Business Analysis Body of Knowledge (BABOK Guide). When you enroll and successfully complete Management Concepts business analysis and underlying fundamental courses, you will be able to apply the hours to meet the 21 hours of professional development required to receive the Certified Business Analysis Professional (CBAP ). Refer to the IIBA website for guidance related to the CBAP : www.iiba.org. Management Concepts business analysis courses provide Continuing Development Units (CDUs) for students preparing for, or maintaining, their CBAP certification. IIBA, the IIBA logo, and BABOK (Business Analysis Body of Knowledge ) are registered trademarks owned by International Institute of Business Analysis. CBAP is a registered certification mark owned by International Institute of Business Analysis. Certified Business Analysis Professional, EEP, and the EEP logo are trademarks owned by International Institute of Business Analysis. CP-11 CP-11, the Army Comptroller Civilian CP-11 Career Program, helps ensure consistent mandatory workforce education, training, and professional Course development. The CP-11 Mandatory Course icon indicates that the course is mandatory for the Multi-Discipline Financial Analyst, Intern/Entry Level. Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts 77
alphabetical listing of Courses a Accountability for Federal Grants: Planning, Measuring, and Reporting Grant Performance... 28 Advanced COR Workshop... 8 Advanced Cost Principles: Avoiding Problem Areas and Responding to Questioned Costs... 34 Agile Project Management for the Federal Environment... 61 Analytics Boot Camp... 54 The Antideficiency Act... 39 Applying for Federal Grants and Cooperative Agreements... 27 Appropriations Law Refresher and Update... 39 Appropriations Law Seminar... 38 Audit Boot Camp... 44 Audit of Federal Grants and Cooperative Agreements: 2 CFR 200 (Subpart F)... 32 B Briefing and Presentation Skills... 53 Budget Analyst s Essential Guide to Formulation, Justification, and Execution... 40 Budget Estimating Using Microsoft Excel... 41 Budgeting and Accounting: Making the Connection... 41 Business Writing... 53 C CON 121: Contract Planning... 10 CON 124: Contract Execution... 11 CON 127: Contract Management... 11 CON 170: Fundamentals of Cost and Price Analysis... 12 CON 244: Construction Contracting... 18 CON 270: Intermediate Cost and Price Analysis... 14 CON 280: Source Selection and the Administration of Service Contracts... 15 CON 290: Contract Administration and Negotiation Techniques in a Supply Environment... 16 CON 360: Contracting for Decision Makers... 17 Contract Administration... 9 Contracting Officer s Representative Course... 7 COR Refresher... 10 Cost Principles for Federal Grants: 2 CFR 200 (Subpart E) and FAR 31.2... 30 Critical Thinking for Problem Solving... 50 D Data Analysis and Modeling Techniques... 56 Data Collection Techniques... 55 e Employee Relations... 70 Evaluating and Presenting Analysis Results... 56 Evaluating Federal Funds Management Capabilities of Recipients and Subrecipients... 31 F FCN 190: FAR Fundamentals... 13 Federal Accounting Fundamentals... 45 Federal Assistance Law... 35 Federal Financial Management Overview... 37 The Federal HR Business Partner... 69 Federal Talent Acquisition... 71 Federal Workforce Planning... 68 Financial Administration of Federal Grants for Recipients... 33 Forensic Auditing: Detection and Prevention of Fraud... 44 From Tactical to Strategic Thinking... 50 h HR Analytics... 68 HR Boot Camp... 67 I Internal Controls: Meeting Federal Requirements for Accountability... 43 Interpersonal Skills: Developing Effective Relationships... 52 Introduction to Grants and Cooperative Agreements for Federal Personnel... 23 L Labor and Management Relations... 70 Leadership and Communication Skills for Project Managers... 60 Leadership and Management Skills for Non-Managers... 49 Leadership Skills and Techniques... 49 m Managing Federal Grants and Cooperative Agreements for Recipients... 26 Managing Scope, Schedule, and Cost... 65 Monitoring Grants and Cooperative Agreements for Federal Personnel... 24 n Navigating Change in Turbulent Times... 51 p Performance-Based Service Acquisition... 20 PMP Exam Prep Boot Camp... 64 Preparation and Analysis of the SF 133... 46 Principles of Analytics... 55 Project Management Principles... 59 Project Risk Management... 61 S Statement of Work (SOW) Workshop... 19 Subawarding for Pass-Through Entities: Designing Accountable Programs, Selecting Subrecipients, and Monitoring Subgrants... 25 Supervising Employee Performance... 52 u U.S. Standard General Ledger: Practical Applications... 46 Uniform Administrative Requirements for Federal Grants: 2 CFR 200 (Subparts A-D)... 29 W World Class Customer Service in HR... 69 Writing Performance Work Statements (PWS)... 19 78 Printed content subject to change. For most up-to-date content, tuition, and schedule, visit: www.managementconcepts.com Call 888.545.8575 2015 Management Concepts
Performance goals, learning style preferences, and budgets vary. The common thread is the pursuit of excellence. Whether you are looking for individual, team, or organizational professional development training Management Concepts offers a delivery method to meet your needs. For more information on training options for individuals or teams, call 888.545.8575 or visit www.managementconcepts.com/deliveryoptions. 888.545.8575 www.managementconcepts.com
Schedule Your Training with Confidence www.managementconcepts.com 8230 Leesburg Pike Tysons Corner, Va 22182 888.545.8575 Plan ahead and put training dollars to good use with hundreds of GuaranteeD to run classes in: Acquisition & Contracting Financial Management Grants & Assistance Human Capital & Human Resources Leadership & Management Project & Program Management Visit www.managementconcepts.com/gtr to register for classes GuaranteeD to run. For more information, call 888.545.8575. CC1502 Printed on recycled paper.