1. Federal Nonprofit Grantee Self-Assessment Best Practices: How to Thrive Under the Uniform Guidance (2 CFR 200)

Federal Nonprofit Grantee Self-Assessment Best Practices: How to Thrive Under the Uniform Guidance (2 CFR 200)

Federal Nonprofit Grantee Self-Assessment Best Practices: How to Thrive Under the Uniform Guidance (2 CFR 200)
Event ID: 40042
Session ID: 14006

Duration: 90 minutes including question and answer session.
Presenter(s): Rex L. Porter, principal, founder, Porter Group LLC
Price: $299.00, On-Demand includes full audio presentation, question and answer session and presentation slides.
Credits: Live webinar approved for 1.5 NASBA credit hours (Management Services).
Who Should Attend? Nonprofit board members, executive directors, CFOs, controllers, grants managers, project managers, program directors, fiscal officers and other senior staff

In order to maximize compliance and minimize program funding interruptions, grantees must conduct a self-audit… now. Conducting an honest and comprehensive self-assessment can be one of the best investments your nonprofit can make this year. But, what are the components of an adequate assessment, when should it conducted, who should conduct it and how is it actually done? You probably have many questions, such as:

  • Is a self-assessment the same as my annual audit?
  • Should this work be done internally or by an external party?
  • Do I need a CPA to do this work?
  • How do we have time to conduct a self-assessment and do the rest of our day-to-day work?
  • What does a successful self-assessment look like?

Please join Rex Porter as he helps you answer these questions and more through your own grantee self-assessment! He will provide practical and valuable explanations of federal grantee nonprofit self-assessment best practices under 2 CFR 200 plus a needed roadmap for awareness of key risks and methods for future compliance.


Just a sampling of what this webinar will cover:

  • Uniform Guidance's (2 CFR 200) key self-assessment standards
    • Which of these standards are most important to your nonprofit
    • Which of these rules are new or are most complex
  • Self-assessment issues and risks involved under modern federal grant making under Uniform Guidance standards
    • Key areas covered include internal controls, procurement, time and effort keeping, treatment of indirect costs and subrecipient relationships
  • Gold standard self-assessment tools – where to find and how to use
  • Recurring, specific challenges often uncovered during a self-assessment
  • How to document a self-assessment and identify ‘findings’ which need fixing
  • How to keep the drive alive to complete the self-assessment corrective action planning process with improvements to your nonprofit internal practices


Your conference leader for “Federal Nonprofit Grantee Self-Assessment Best Practices: How to Thrive Under the Uniform Guidance (2 CFR 200)” is Rex L. Porter. Rex is the principal and founder of Porter Group LLC, a premier national federal grant funding and compliance consultant service that serves nonprofits across the country. During his 25-year career in federal grants management Rex has served as a federal grants official, grant-funded organization executive director, and local government project manager. These experiences prepared him for his role as a sought after federal grants compliance expert. His current practice supports nonprofits and local governments stay compliant with the ever-changing and complex world of federal grant rules – especially 2 CFR 200.

Rex is a retired Air Force officer who worked extensively with federal funded grants and contracts. His degrees include a master of business administration, master of science in systems management and he is certificated in nonprofit management and holds federal certificates in program and contract management. Through his Porter Group LLC consulting firm, Rex annually helps dozens of nonprofits and local government officials by conducting compliance risk assessments, building better internal controls for grants compliance and creating and delivering unique and compelling training materials.

An avid hiker, Rex and his wife enjoy the environment and scenery around their Scottsdale, Arizona home and he considers traveling and spending time with family his two favorite hobbies. He enjoys giving back to his community. On any given night Rex might be found doing pro bono searches for grant funds or helping a local nonprofit improve their grant practices.

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