2018 - 2019 management concepts training and professional ... · fac-cor and dod-cor certification...

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TALO

GTraining & Professional Development

JULY 2018 THROUGH JUNE 2019

• Acquisition & Contracting • Analytics • Financial Management • Grants & Assistance

COURSES IN: • Human Capital & Human Resources • Leadership & Management• Project & Program Management

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Copyright © 2018 by Management Concepts. Management Concepts logo, and related trade dress — including design of this catalog — are trademarks of Management Concepts and may not be used without permission.

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www.ManagementConcepts.com/GroupTrainingAll courses in this catalog are available for Private Group Training

to meet the specific needs of your organization.

TRAINING TOPIC AREAS

TRAINING COURSE GUIDES

Acquisition & Contracting .......................................6-49

Analytics ...................................................................... 50-57

Financial Management ...............................................58-85

Grants & Assistance ...................................................86-103

Human Capital & Human Resources ...................104-111

Leadership & Management ..................................114-133

Project & Program Management .......................134-157

TABLE OF CONTENTS

TRAINING MODALITY INDEX

CLASSROOM: Collaborate with other students face-to-face in a traditional classroom session held at a training center or other physical location.

REMOTE SEATS: Participate remotely in a live classroom session, see the class and instructor through a live video stream, and interact with other students and the instructor via two-way audio. Note: Classes in this catalog with Remote Seats available are denoted by following the class location.

VIRTUAL: Collaborate, learn, and interact virtually with an instructor teaching and other students participating in real-time.

SELF-PACED: Complete work online at your own pace, without instructor or peer involvement. Learning is limited to the tools used within the recorded course.

PRIVATE GROUP TRAINING: Learn with your team to address specific training needs affecting an entire group or department. Your organization determines the training location and customization as-needed.

Look for these icons throughout the catalog to determine the modalities available for each course.

Training Course Guides Overview .............................4-5

Analytics .................................................................57

FAC-C and DAWIA Certification ...............................49

FAC-COR and DoD-COR Certification .......................48

FAC-P/PM Certification .......................................... 157

Financial Management ............................................85

Grants & Assistance .............................................. 103

Human Capital & Human Resources ...................... 111

Leadership & Management .................................... 133

Project & Program Management ............................ 157

1

Certificate Program Information .........2

Credits and Professional Certification Training ......................158

Complete Course Listing .............160-163

Open Enrollment Registration Information ................164

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MORE THAN 14 PROGRAMS AND SPECIALTY TRACKS

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FAC-COR and DoD-COR Certification

Page 48

FAC-C and DAWIA Certification

Page 49

Analytics

Page 57

Financial Management

Page 85

Grants & Assistance

Page 103

Human Capital & Human Resources

Page 111

Leadership & Management

Page 133

Project & Program Management

Page 157

FAC-P/PM Certification

Page 157

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www.ManagementConcepts.com/Acquisition

Acquisition & ContractingWhether you need to meet your FAC-C or DAWIA Contracting Certification training requirements, satisfy training requirements for Leasing Warrants, or comply with FAC-COR or DoD-COR Certification training requirements — our industry-leading curriculum provides you with the up-to-date and applicable training necessary to make an impact on your career.

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The visual representation of how to use the simplified process allowed me to see the bigger picture of the entire acquisition process.

PARTICIPANT FEEDBACK: Simplified Acquisition Procedures (Page 40)

NEW COURSES

• Introduction to Agile Contracting for IT (Page 34)

• Intermediate Agile Techniques for Contracting Professionals (Page 34)

• Cybersecurity for Contracting Professionals (Page 33)

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FAC-C and DAWIA CERTIFICATION TRAINING

Federal Acquisition Certification in Contracting (FAC-C) We offer courses to support all three levels of FAC-C Certification, as well as three FAC-C courses you may select to satisfy your FAC-C elective requirement.

DAWIA Certification in ContractingOur DAU-equivalent curriculum supports every level of DAWIA Certification, so look to us for all of your training needs.

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LEARNING OBJECTIVES CLASS SCHEDULE & INFORMATION CLASS SCHEDULE & INFORMATION

© 2018 Management Concepts | www.ManagementConcepts.com | 888.545.8575

LEARNING OBJECTIVES

CON 090: FAR FundamentalsCourse 1190 | 19 days

PRIVATE GROUP TRAINING

Participants will be immersed in the FAR, DFARS, Procedures, Guidance, and Information (PGI) and class deviations throughout this course, and will emerge knowledgeable of the government contracting process, the FAR system, FAR Parts 1 – 53, and will be able to locate and understand FAR and DFARS regulations, guidance, provisions, and clauses using the online resources as they wrestle with realistic scenario-based contracting problems.

Who Takes This Course: This course is designed for individuals seeking DAWIA or FAC-C Level I Certification in those agencies in which this course is required.

• Use online resources to locate, cite, and interpret information in the FAR and DFARS

• Identify the policies and procedures related to acquisition planning, preferred and required sources, competition requirements, methods of contracting, types of contracts, describing agency needs, publicizing contract actions, and socioeconomic programs

• Identify policies and procedures for soliciting offers, evaluating bids and offers, evaluating proposals and conducting exchanges with offerors, awarding contracts, managing protests, and conducting simplified acquisitions

• Identify the fundamental concepts of contract administration including the initiation of work, managing contract performance, policies and procedures for contract modifications, applicable payment clauses, and contract disputes and appeals, and termination and closeout of contracts

COURSE TOPICS

• Using the FAR and DFARS• The Acquisition Planning Process• Solicitations• Contract Administration

This course is only available as Private Group Training in the following modalities:

CLASSROOM

NASBA CPE CREDITS: 152• Field of Study: Finance• Course Level: Basic

CEU CREDITS: 13.3

CLP CREDITS: 152

PREREQUISITES: • None

RECOMMENDED FOLLOW-ON COURSES:

• CON 121: Contract Planning

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate/associate degree category, 4 semester hours in Procurement, Contract Administration, Purchasing Management, or Business Administration.

COURSE FORMAT: Lecture, independent readings, guided discussions, individual online research, and interpretation and application of case study materials

Call 888.545.8575 for Private Group Training pricing.

FCN 190: FAR FundamentalsCourse 1191 | 10 days | $2,539

CLASSROOM REMOTE VIRTUAL PRIVATE GROUP TRAINING

This course provides foundational knowledge of the Federal Acquisition Regulation (FAR) System. Participants will be immersed in the FAR throughout this course and emerge knowledgeable of the government contracting process, the FAR system, FAR Parts 1–53, and will be able to locate and understand FAR regulations, guidance, provisions, and clauses. Participants will also navigate the online FAR as they wrestle with realistic scenario-based contracting problems.

Who Takes This Course: Both contracting and non-contracting personnel will benefit from taking this course.

• 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 policies 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

COURSE TOPICS

• FAR Details and Using the FAR• Acquisition Planning Process• Competition Requirements• Methods of Contracting• Types of Contracts• Publicizing Contract Actions• Contract Formation Principles• Solicitation of Offers• Bid Evaluation• Proposal Evaluation and

Exchanges with Offerors• Contract Award and Protests• Initiation of Work• Contract Performance

Measurement• Disputes and Appeals• Contract Terminations• Contract Closeout

Dates with an assigned city and state are live classroom sessions unless otherwise indicated.


Jul 30-Aug 10, 2018 ..... Washington, DC Sep 24-Oct 5, 2018 ...... Washington, DC Oct 22-Nov 2, 2018 .................... Virtual Dec 10-21, 2018 ....... Tysons Corner, VA Jan 7-18, 2019 ........................... Virtual Jan 28-Feb 8, 2019 ...... Washington, DC Feb 25-Mar 8, 2019 ..... Washington, DC Apr 1-12, 2019 .......................... Virtual May 13-24, 2019 ...... Tysons Corner, VA Jun 17-28, 2019 ......................... Virtual

Visit our website for additional dates and locations.


CEU CREDITS: 8.0

CLP CREDITS: 80



• CON 200: Business Decisions in Contracting

COURSE FORMAT: Pre-class assignment, lecture, independent readings and assignments, individual online research, and exercises


ACQUISITION AND CONTRACTING

9


https://www.managementconcepts.com/Course/id/1190


Printed content subject to change. Visit our website for the latest schedule and course information.

CLASS SCHEDULE & INFORMATION

LEARNING OBJECTIVES

CON 100: Shaping Smart Business ArrangementsCourse 1101 | 4 days | $999

CLASSROOM PRIVATE GROUP TRAINING

This course provides participants with a comprehensive understanding of the environment in which they will serve. Participants will develop professional skills for making business decisions and advising other acquisition team members to successfully meet customers’ needs. Participation in small group simulation exercises will prepare participants to provide contracting support within the overarching business relationships of government and industry.

Who Takes This Course: This course is designed for newly assigned GS-1102 Contract Specialists and others needing this course for Level I FAC-C or DAWIA contracting certification.

• Understand the vision and focus of the acquisition environment

• Identify the customer’s mission • Conduct business as a member of the acquisition

team• Develop professional skills for making smart

business decisions• Effectively work with the financial and contractor

communities• Identify various types of procurement alternatives • Recommend smart business decisions that best

support the customer and comply with laws and regulations

• Set goals for personal career growth

COURSE TOPICS

Acquisition Environment• What is Acquisition?• Similarities and Differences Between the Private• Acquisition Mission• The Acquisition Environment

The Contracting Customer• Contracting Mission• Customer Mission Areas

Building Blocks for Effective Acquisition Teaming• The Acquisition Team• Contracting Professional’s Added Value• Key Success Factors for Effective Team Building• Styles – Interactive Teaming• Effective Communication

Decision-Making and Problem-Solving• Relationship Between Decision-Making and

Problem-Solving• Problem-Solving and Problem-Solving Tools

Procurement Ethics and Acquisition Oversight• Standards of Conduct and Ethical Principles• Ethical Values and Decision-Making Plan• Actions to Fight Fraud, Waste, and Abuse

Commercial Marketplace — The Preferred Approach

• Preferred Approach• Commercial Off-the-Shelf Items• Modified Commercial Items• Nondevelopmental Items• Government Unique Items• Best Business Arrangements• Market Research

Financial Fundamentals for Contracting Professionals

• Appropriations• Anti-Deficiency Act, Misappropriations Act, and

Bona-Fide Need Rule• Financial Management

Introduction to the FAR• Constitutional and Statutory Authority for

Procurement• The FAR System• Agency FAR Supplements• FAR Conventions

Win-Win-Win Contracting• Buyer and Seller Motivations• Contractor Considerations• Competing Factors in the Acquisition Environment

Business Alternatives Other Than a New Contract• Mission Area Support• Required Sources• Interagency Acquisitions• Ordering Instruments• Agreements• Using Ordering Instruments and Agreements• Undefinitized Contract Actions• Governmentwide Commercial Purchase Card

Business Alternatives: Initiating a New Contract• Factors Influencing a New Contract• Method of Procurement• Contract Type• The Acquisition Process

Law Basics• Fundamental Concepts of the Legal Process• Role of Contract Law in Federal Government• Sources of Procurement Law• Contracting Authority• Elements of a Contract• Protests• Problems During Contract Performance

Leadership• Principles of Leadership• Leading Change — The Keys to Success

E-Business in the Acquisition Process• Definitions, Roles, and Functions• Integrated Acquisition Environment• E-business Benefits and Challenges• The Impact of Using Inaccurate Data

Your Professional and Career Development• Technical and Business Competencies• Contracting Career Opportunities• Individual Development Plans


Jul 17-20, 2018 ...........................Washington, DC Jul 23-26, 2018 ..................................Seattle, WA Aug 27-30, 2018 .........................Washington, DC Oct 15-18, 2018 ..........................Washington, DC Dec 10-13, 2018 .........................Washington, DC Jan 28-31, 2019 .......................Tysons Corner, VA May 6-9, 2019 ............................Washington, DC



CEU CREDITS: 2.5

CLP CREDITS: 32


RECOMMENDED FOLLOW-ON COURSES: • CON 110: Mission Support Strategy

COURSE FORMAT: Lecture; discussion; facilitated group work on exercises, elements of which are graded; videos; and independent readings



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LEARNING OBJECTIVES

CON 121: Contract PlanningCourse 1321 | 2 days | $799


This course focuses on planning successful mission support strategies based on customers’ requirements and the contracting environment. Participants will learn how to use the Federal Acquisition Regulation (FAR) and conduct effective market research, develop alternative acquisition strategies, and identify how various socioeconomic programs support the acquisition planning process.

Who Takes This Course: This course is designed for personnel new to the contracting workforce who are seeking FAC-C or DAWIA Level I certification training and noncontracting personnel who play a role in the acquisition process and require this course for certification in their DAWIA career field.

• Given a customer need, reinforce areas of mutual interest within an acquisition environment (requiring activity, contractor, contracting office, others)

• Using the Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (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) for that requirement

• Given a customer requirement, choose applicable competition requirements

• Given a customer need, provide sound business advice for an acquisition strategy

COURSE TOPICS

The Acquisition Environment• Strategy• Customer Relationships• Seven Steps to Better Decision-Making

Using the FAR, DFARS, and Other Agency Supplements

• The FAR System• Agency FAR Supplements

Strategic and Tactical Market Research• Types of Market Research• Benefits of Market Research• Mandatory Sources• Qualified Bidders, Manufacturers, and Products

Lists• Sources of Market Information• Performance Assessment Methods• Interagency Acquisitions

Requirements Documents for an Acquisition• Considerations When Developing Requirements

Documents• Requirements for Specialized Contracting Areas

Laws Associated with Requirements Documents• Characteristics of Socioeconomic Programs• Guidance for Setting Aside an Acquisition• Foreign Acquisition• Labor Policy• Environmental Policy

Use of Various Types of Contracts• Methods of Procurement• Contract Types• Recurring Requirements

Competition Requirements• Competition When Using Simplified Acquisition

Procedures• Competition Requirements for Acquisitions Over

the Simplified Acquisition Threshold

Acquisition Strategy Development• Acquisition Strategy• Best Value• Importance of Acquisition Planning in Obtaining

Best Value• Acquisition Plans• Source Selection Planning



Jul 31-Aug 1, 2018 ......................Washington, DC Nov 13-14, 2018 .........................Washington, DC Jan 22-23, 2019 ..........................Washington, DC Mar 11-12, 2019 .......................................Virtual Apr 29-30, 2019 .........................Washington, DC Jun 18-19, 2019 .......................Tysons Corner, VA



CEU CREDITS: 1.3

CLP CREDITS: 16

PREREQUISITES: • CON 090: FAR Fundamentals (only required

if assigned to the contracting career field in DoD or is required by your agency)

RECOMMENDED FOLLOW-ON COURSES: • CON 124: Contract Execution

COURSE FORMAT: Lecture, discussion, practical exercises, and independent readings



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LEARNING OBJECTIVES

CON 124: Contract ExecutionCourse 1324 | 2 days | $799


The course focuses on executing the acquisition plan through soliciting industry and awarding a contract. Participants 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 to effectively conduct analysis of market data, and determine whether a price is fair and reasonable. Finally, participants will be taught how to conduct basic competitive acquisitions, process awards, and handle protests before and after contract award.

Who Takes This Course: The course is designed for personnel new to the contracting workforce who are seeking FAC-C or DAWIA Level I certification.

• Given a procurement request package, determine if the purchase request package 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 contractors get a fair and reasonable price

• Given responses to a solicitation, complete the price analysis of a contractor’s proposal in order to establish a 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

COURSE TOPICS

Purchase Request Packages• Elements of a Purchase Request• Conducting the PR Review

Methods of Exchanging Information with Industry• Exchanges Prior to Receipt of Proposals• Publicizing Proposed Contract Actions• Prequote, Prebid, and Preproposal Conferences• Inquiries from the Public Prior to Contract Award

Preparation of Oral and Written Solicitations• Types of Solicitations• Commercial Solicitation Format• Solicitations for Non-Commercial Items• Evaluation Factors• Methods of Evaluation• Contract Financing• Amendment or Cancellation of the Solicitation• Oral Presentations

Processing Solicitation Responses• Safeguarding Quotes and Proposals• Timely and Late Offers

Analytical Techniques in Proposal Evaluation• Purpose of Price Analysis• Price Analysis Techniques• Factors That Affect Price Analysis Considerations• Situations for Using Cost Analysis vs. Price

Analysis• Factors That Affect Cost Analysis and Cost Realism

Analysis

Proposal Analysis and Price Objectives for Negotiation

• Factors That Affect Price Comparability• Selecting Price Analysis Techniques• Developing Prenegotiation Objectives

Elements of a Negotiation Strategy• Negotiation Strategy• Types of Exchanges after Receipt of Proposals• Competitive Range Determination

Contract Award Procedures• Cancellation and Rejection or Resolicitation of

Requirements• Contractor Responsibility• Award Document When Using Simplified

Acquisition Procedures• Award Documents When Using Other than

Simplified Acquisition Procedures• Debriefings• Protests


Aug 2-3, 2018.............................Washington, DC Nov 15-16, 2018 .........................Washington, DC Jan 24-25, 2019 ..........................Washington, DC May 2-3, 2019 ............................Washington, DC Jun 20-21, 2019 .......................Tysons Corner, VA



CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • CON 121: Contract Planning or CON 110:

Mission Support Planning

RECOMMENDED FOLLOW-ON COURSES: • CON 127: Contract Management




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LEARNING OBJECTIVES

CON 170: Fundamentals of Cost and Price AnalysisCourse 1170 | 10 days | $2,539


This is a Federal Acquisition Certification-Contracting (FAC-C) and Defense Acquisition Workforce Improvement Act (DAWIA) Level I contracting course. Participants 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.

Who Takes This Course: This course is designed for individuals seeking Level I FAC-C and DAWIA contracting certifications.

• Distinguish various seller pricing strategies

• Describe the Truthful Cost or Pricing Data statute

• Apply Cost Accounting Standards Board (CASB) rules and regulations

• Recognize the essential elements of a market research report

• Determine an appropriate contracting strategy

• Differentiate among financing arrangements, their order of preference, and the situations for use

• Develop a negotiation strategy considering performance-based payments

• Accurately differentiate between price analysis, cost analysis, and cost realism analysis

• Pursuant to FAR 15.4, accurately differentiate the price analysis techniques

• Pursuant to FAR 15.4, accurately perform proposal analysis and prepare to present your findings to the SSA for contract clearance

• Differentiate between direct and indirect costs

• Summarize the evaluation of direct material and subcontract costs

• Demonstrate ability to calculate facilities capital cost of money (FCCOM)

• Demonstrate ability to employ the weighted guidelines (WGL) for calculating negotiation profit objectives

• Demonstrate ability to complete a settlement action relating to defective pricing

COURSE TOPICS

• The Contracting Environment• Quantitative Methods for

Contract Pricing• Contracting Strategy• Price Analysis• Cost Analysis


Jul 9-20, 2018 .............. Washington, DC Aug 6-17, 2018 ............ Washington, DC Sep 10-21, 2018 .......... Washington, DC Oct 15-26, 2018 ......................... Virtual Nov 26-Dec 7, 2018 .. Tysons Corner, VA Jan 7-18, 2019 .......... Tysons Corner, VA Mar 25-Apr 5, 2019 ................... Virtual May 13-24, 2019 ......... Washington, DC Jun 3-14, 2019 .....................Denver, CO Jun 17-28, 2019 ......................... Virtual



PDU CREDITS: 70

CEU CREDITS: 7.0

CLP CREDITS: 80

PREREQUISITES: • CLC 057: Performance-Based

Payments• CLC 058: Introduction to Contract

Pricing


• CON 200: Business Decisions for Contracting

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate/associate degree category, 3 semester hours in Introduction to Government Contract Accounting, Government Contracts, or Public Administration.

COURSE FORMAT: Pre-class assignments, lecture, guided discussions, research and application exercises, and independent readings


CON 127: Contract ManagementCourse 1327 | 2 days | $799


This course provides participants with the knowledge necessary to identify and utilize appropriate metrics when evaluating contractor performance. Participants will explore performance assessment strategies and remedies for contractual non-compliance, how to make and price contract changes after award, handle disputes, and how to close out completed contracts. Additionally, participants will gain a fundamental knowledge of the contract termination process.

Who Takes This Course: This course is designed for personnel seeking FAC-C or DAWIA Level I certification training.

• Apply the major elements of contract administration planning

• Categorize the policies and procedures for the post-award 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

COURSE TOPICS

• Contract Administration Planning

• Post-Award Orientation of Contractors

• Managing Contract Performance

• Policies and Procedures for Payment

• Contract Modifications• Resolving Contract Disputes• Termination of Contracts• Closing Out Contract Files


Aug 6-7, 2018.............. Washington, DC Nov 19-20, 2018 .......... Washington, DC Jan 28-29, 2019 ........... Washington, DC May 6-7, 2019 ............. Washington, DC Jun 24-25, 2019 ........ Tysons Corner, VA



CEU CREDITS: 1.3

CLP CREDITS: 16

PREREQUISITES: • CON 124: Contract Execution

or CON 111: Mission Strategy Execution


• FCN 190: FAR Fundamentals




13




Printed content subject to change. Visit our website for the latest schedule and course information.Printed content subject to change. Visit our website for the latest schedule and course information.

LEARNING OBJECTIVES LEARNING OBJECTIVESCLASS SCHEDULE & INFORMATION CLASS SCHEDULE & INFORMATION

CON 200: Business Decisions for ContractingCourse 1200 | 3 days | $859


This FAC-C and DAWIA Level II certification training course builds on the Level I pre-award business and contracting knowledge necessary to process complex procurements. This course will help participants learn how to plan and execute successful acquisition strategies that support and optimize mission performance. Participants will learn the importance of building successful business relationships, the benefits of strategic sourcing, and the intricacies of contract financing. Additionally, it will help increase their knowledge of subcontracting, source selection, and contractor responsibility.

Who Takes This Course: This course is designed for contracting personnel beginning their FAC-C or DAWIA Level 2 training.

• Identify the importance of a good business relationship in achieving the customer’s performance expectations

• Identify how strategic sourcing can improve the quality and cost related to the purchase of goods and services

• Identify the principles of performance based acquisition (PBA) that will apply to a complex services acquisition

• Identify the techniques that can be used to manage risk on an acquisition project

• Identify the impact of a contract financing decision on the acquisition process

• Determine the appropriate contractual arrangement to support customer needs

• Identify the implications on the acquisition process of a decision to include GFP

• Determine the impact of small business socioeconomic programs on contracting decisions

• Determine the subcontracting requirements that apply to an acquisition

• Determine the appropriate source selection methodology

• Determine if a prospective contractor is responsible

COURSE TOPICS

• Government-Contractor Business Relationships

• Strategic Sourcing• Services Contracting• Risk Management• Contract Financing• Advanced Contract Types• Small Business• Subcontracting Plans• Source Selection• Contractor Responsibility


Jul 23-25, 2018 ............ Washington, DC Aug 20-22, 2018 .......... Washington, DC Nov 19-21, 2018 ....... Tysons Corner, VA Jan 7-9, 2019 ............... Washington, DC Mar 4-6, 2019 .............. Washington, DC Apr 3-5, 2019 ........... Tysons Corner, VA Apr 15-17, 2019 ..................Denver, CO Jun 17-19, 2019 ........... Washington, DC


NASBA CPE CREDITS: 24• Field of Study: Finance• Course Level: Intermediate

CEU CREDITS: 1.9

CLP CREDITS: 24

PREREQUISITES: • CON 170: Fundamentals of Cost

and Price Analysis• FCN 190: FAR Fundamentals

Agencies have the option to take either CON 090 or FCN 190. In either case, the course is a mandatory prerequisite for CON 200.

COURSE FORMAT: Lecture, discussion, facilitated individual and group work on exercises, and independent readings


CON 216: Legal Considerations in ContractingCourse 1216 | 5 days | $1,169


This FAC-C and DAWIA Level II certification training course focuses on legal considerations in the procurement process. This course introduces the basic principles and sources of law relevant to procurement, including fiscal law. It also addresses other legal issues that may arise during the course of a contract such as protests, assignment of claims, disputes, fraud, contractor debt, performance issues, and contract termination. For those participants not seeking Level II Certification, consider Federal Contract Law as an alternative.

Who Takes This Course: This course is designed for contracting personnel pursuing FAC-C or DAWIA Level II certification.

• Discuss the legal and ethical principles that apply to government contracts

• Identify essential fiscal laws that apply to contracts

• Identify legal considerations related to intellectual property

• Identify different processes by which challenges may be filed against a Federal acquisition

• Define the legal obligations of both parties when a contract performance issue arises

• Discuss formal dispute resolution procedures under the Contract Disputes Act

• Identify criminal, civil, and administrative remedies for contract fraud

• Select the processes and procedures for terminating a contract

• Choose the appropriate tool for recovering monies owed the government

COURSE TOPICS

• Introduction to Government Contract Law

• Fiscal Law• Intellectual Property• Protests• Assignment of Claims• Legal Issues in Contract

Performance• Claims and Disputes• Contract Fraud• Contract Terminations• Contractor Debt


Jul 9-13, 2018 ..................... Seattle, WA Jul 16-20, 2018 ......... Tysons Corner, VA Jul 30-Aug 3, 2018 ...............Denver, CO Sep 17-21, 2018 .......... Washington, DC Oct 29-Nov 2, 2018 ...... Washington, DC Jan 7-11, 2019 ............. Washington, DC Mar 11-15, 2019 .......... Washington, DC May 13-17, 2019 ......... Washington, DC


NASBA CPE CREDITS: 40• Field of Study: Business Law• Course Level: Intermediate

CEU CREDITS: 3.2

CLP CREDITS: 40

PREREQUISITES: • CON 200: Business Decisions for

Contracting


• CON 217: Cost Analysis and Negotiation Techniques

COURSE FORMAT: Lecture, discussion, interpretation and application of case study materials, preparation and presentation of a case study, and independent readings



14





LEARNING OBJECTIVES

CON 270: Intermediate Cost and Price AnalysisCourse 1270 | 10 days | $2,539


This course builds on the fundamental contract pricing principles covered in the Level I contracting curriculum, Contract Pricing Reference Guides, and FAR policy. The course is divided into three segments addressing contract pricing issues from a pre-award, negotiation preparation/award, and post-award perspective. Participants will be introduced to quantitative techniques and tools used to quantify and facilitate decision-making in determining a fair and reasonable price.

Who Takes This Course: This course is designed to prepare individuals seeking a Federal Acquisition Certification in Contracting (FAC-C) or Defense Acquisition Workforce Improvement Act (DAWIA) Level II certification for follow-on courses.

• Develop an Excel spreadsheet 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

• Assuming an advisory role in evaluating acquisition proposals, successfully summarize the development, assumptions, application, and risk of cost estimating relationships (CERs)

• Using historical data and estimating factors, select the appropriate statistical information to use in facilitating the decision-making process

• Using historical data and improvement curve analysis, select the appropriate statistical information to use in facilitating the decision-making process

• Use historical data to determine the impact of variations in quantity

• Develop a government price objective • Identify issues and factors to be considered

in developing the government’s negotiation objective for a contract equitable adjustment

• Identify issues and factors to be considered in pricing a termination settlement

• Given a point estimate (contract cost, ceiling price), analyze the associated cost risk

• Identify the appropriate incentive contract type arrangement to meet the customer’s needs and that will motivate the contractor to perform in the best interest of the government

• Explain the issues and factors to be considered when performing a cost realism analysis

COURSE TOPICS

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 Regression Analysis in Contract Pricing• Linear regression process• Developing and using simple regression equation• Regression model• Prediction interval• Predicting dependent variable

Using Cost Estimating Relationships in Contract Pricing• Types of cost estimating relationships (CERs)• Uses of CERs in cost and price analysis• Analogical assumptions in CER development• Functional form relationship• Moving averages and selection of a model• Issues and concerns

Using Improvement Curve Analysis in Contract Pricing• Quantitative techniques• Improvement curves• Cost/price estimate projections

Pricing Equitable Adjustments• Making an equitable adjustment• Cost and profit/fee issues• Pricing contract changes• Undefined 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

Incentive Contracting• Correlation between contract type and risk• Types of contract incentives• Elements and components of incentive

arrangement

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


Jul 9-20, 2018 .................................... Denver, CO Aug 20-31, 2018 .........................Washington, DC Sep 10-21, 2018 .........................Washington, DC Oct 15-26, 2018 .......................Tysons Corner, VA Nov 26-Dec 7, 2018 ..................................Virtual Jan 7-18, 2019 ............................Washington, DC Feb 4-15, 2019 .........................................Virtual Mar 11-22, 2019 ......................Tysons Corner, VA Apr 15-26, 2019 .......................................Virtual May 13-24, 2019 ........................Washington, DC Jun 3-14, 2019 ............................Washington, DC



CEU CREDITS: 7.3

CLP CREDITS: 90

PREREQUISITES: • CON 170: Fundamentals of Cost and Price

Analysis

RECOMMENDED FOLLOW-ON COURSES: • CON 280: Source Selection and the

Administration of Service Contracts • CON 290: Contract Administration and

Negotiation Techniques in a Supply Environment

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the upper-division baccalaureate degree category, 3 semester hours in Accounting, Business Administration, or Contracting.

COURSE FORMAT: Guided discussions and exercises, individual exercises and assignments, and independent readings



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LEARNING OBJECTIVES

CON 280: Source Selection and the Administration of Service ContractsCourse 1280 | 10 days | $2,539


Through a realistic, scenario-based case study that continues throughout the course, participants will experience first-hand the seven steps of the services acquisition process and learn the fundamentals of a performance-based services acquisition. Participants will prepare acquisition documents, develop and deliver source selection briefings, and negotiate contractual issues.

Who Takes This Course: This course is designed for contracting professionals who work, or are expecting to work, in positions requiring contracting officer warrants and FAC-C or DAWIA Level II certification in contracting.

• 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/discussions • Using standards for contractor responsibility in the

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 and SSAC evaluation reports and the SSDD, determine what to include in debriefings and differentiate between protest processes

• 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

COURSE TOPICS

Services Acquisition Overview• Services acquisition processes, policies, and

regulations

Forming the Acquisition Team• Formulation, governance, leadership, and

communications

Current Strategy Review• Risk Identification• Current and projected requirements• Spend analysis and services taxonomy• Current processes and performance levels

Market Research• Sources of information• Market segmentation and basic market data• Industry value chain and cost drivers• Market competitive dynamics

Requirements Definition• Risk Analysis• Conducting a requirements analysis• Building the requirements roadmap• Incorporating the results of market research• Evaluating the independent government cost

estimate• Automated Requirements Roadmap Training

(ARRT) tool

Acquisition Strategy• Developing the business case• Key components of an acquisition plan and source

selection plan• Pricing• Briefing the HCA• Developing and releasing the RFP

Strategy Execution• Exchanges with offerors• The evaluation process• Contractor responsibility• Competitive range• Award decision and documentation• Offeror debriefing

Performance Management• Postaward implementation• Contract management plan and delegation• Contract administration and performance

management• Performance issue negotiation• Contract modifications• Termination and contract closeout


Jul 9-20, 2018 .............................Washington, DC Aug 20-31, 2018 ................................ Denver, CO Sep 24-Oct 5, 2018 ..................Tysons Corner, VA Oct 29-Nov 9, 2018 ...................................Virtual Nov 26-Dec 7, 2018 ....................Washington, DC Jan 28-Feb 8, 2019 ..................Tysons Corner, VA Mar 25-Apr 5, 2019 ....................Washington, DC Apr 29-May 10, 2019 ..................Washington, DC Jun 3-14, 2019 ..........................................Virtual



CEU CREDITS: 9.7

CLP CREDITS: 97

PREREQUISITES: • CON 270: Intermediate Cost and Price

Analysis

RECOMMENDED FOLLOW-ON COURSES: • CON 290: Contract Administration and

Negotiation Techniques in a Supply Environment

• CON 360: Advanced Contracting for Decision Makers

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the upper-division baccalaureate degree category, 3 semester hours in Government Procurement, Contracts, or Contract Administration.

COURSE FORMAT: Pre-class assignments, guided discussions, graded individual written project involving presentations, and an integrated case study



16




LEARNING OBJECTIVES

CON 290: Contract Administration and Negotiation Techniques in a Supply EnvironmentCourse 1290 | 9.5 days | $2,539


This course is the final FAC-C or DAWIA Level II course. Through two simulated contract negotiations, participants will experience the full spectrum of contracting processes and issues by following a supply requirement through all phases of the acquisition lifecycle.

Who Takes This Course: This training course is designed for contracting professionals who work, or are expecting to work, in positions requiring FAC-C or DAWIA Level II certification in contracting.

• 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 • Select an appropriate contracting method • Select a contract type and incentive structure

that motivates contractor performance while mitigating contract risks

• 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 • Establish a government pre-negotiation objective • Conduct fact-finding to prepare for negotiation • Conduct face-to-face negotiations • Calculate the point of total assumption (PTA) for a

given fixed-price incentive firm (FPIF) contract • Evaluate potential bases for, and government

defenses to, a contractor protest • Conduct a post-award orientation • Evaluate remedies for nonconforming goods • Determine whether fraud has occurred • Evaluate the reasonableness of a request for

equitable adjustment (REA) • Calculate the lost efficiency resulting from a

contract change • 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

COURSE TOPICS

Acquisition Planning/Market Research• Responsibilities for acquisition planning• Government policy on market research

Competition• Commerciality determination• What to address in a JFOC

Solicitations• Evaluating a solicitation• Ensuring consistency and clarity

Data Rights• Rights in technical data• Selecting an appropriate DFARS data rights license

Cost Analysis Overview• Using appropriate techniques to develop a cost

objective• Requesting contract pricing support• Using audit recommendations

Negotiation Techniques• Preparing for and conducting negotiations

Contract Financing• Administering and monitoring contract financing

Protests• Taking appropriate action in response to a protest

Contract Administration• Developing a contract administration plan• Conducting a post-award orientation

Remedies for Noncompliance• Evaluating remedies for nonconforming goods

Fraud• Assessing a fraud situation• Resolving fraud issues

Contract Changes• Changes under the contract’s Changes clause

Equitable Adjustments• Entitlements and Negotiations• Determining and processing an equitable

adjustment

Claims and Disputes• Methods for settling claims and disputes• Responsibilities

Defective Pricing• Actions violating the Truthful Cost or Pricing Data

statute• Legal consequences• Responding appropriately

Contract Terminations• Government rights and limitations• Calculating the loss ratio

Contractor Performance• Documenting contractor performance• Contractor rights

Price and Fee Adjustments• Profit adjustment, final profit, and final contract

price

Contract Closeout• Closeout processes and issues


Jul 23-Aug 3, 2018 ......................Washington, DC Aug 20-31, 2018 ......................Tysons Corner, VA Sep 24-Oct 5, 2018 ............................ Denver, CO Oct 15-26, 2018 ..........................Washington, DC Nov 26-Dec 7, 2018 ..................................Virtual Dec 10-21, 2018 .........................Washington, DC Jan 7-18, 2019 ..........................................Virtual Feb 25-Mar 8, 2019 ....................Washington, DC Apr 1-12, 2019 .........................................Virtual Apr 29-May 10, 2019 ...............Tysons Corner, VA Jun 17-28, 2019 .......................Tysons Corner, VA



CEU CREDITS: 9.6

CLP CREDITS: 96

PREREQUISITES: • CON 270: Intermediate Cost and Price

Analysis

RECOMMENDED FOLLOW-ON COURSES: • CON 360: Advanced Contracting for Decision

Makers

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the upper-division baccalaureate degree category, 3 semester hours in Purchasing, Negotiation, or Business Administration.

COURSE FORMAT: Pre-class assignment, guided discussions, research and application exercises, and independent readings



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CON 360: Contracting for Decision MakersCourse 1360 | 9.5 days | $2,539


Through realistic scenario-based and research-based learning, participants will work individually and collaboratively to practice developing sound business solutions as valued strategic and expert business advisors. Participants will learn to analyze complex contracting situations with emphasis on critical thinking, problem-solving, research, and risk reduction. This course is designed to contribute real solutions to real acquisition problems.

Who Takes This Course: This training course is designed for contracting professionals who work, or are expecting to work, in positions requiring FAC-C or DAWIA Level III certification in contracting.

• Contribute in a collaborative environment by providing timely feedback to team members and class

• Apply critical thinking skills, problem-solving 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

COURSE TOPICS

• Building Teams — Part 1• Critical Thinking• Problem-Solving — Part 1• Problem-Solving — Part 2• Local Challenge Project• Leadership• Managing Risk• Building Teams — Part 2• Rocket Engine Test Stand• Conflict Management• Hot Topics• Senior Leadership Project• Managing Change and

Transition• Highlighting a Hot Topic:

Tradeoffs in Source Selection• Ethics and Decision Making• Building Teams — Part 3


Jul 23-Aug 3, 2018 .... Tysons Corner, VA Aug 20-31, 2018 .......... Washington, DC Oct 15-26, 2018 ........... Washington, DC Nov 26-Dec 7, 2018 ..... Washington, DC Jan 7-18, 2019 ............. Washington, DC Jan 28-Feb 8, 2019 ...... Washington, DC Feb 25-Mar 8, 2019 .. Tysons Corner, VA Mar 18-29, 2019 .......... Washington, DC Apr 29-May 10, 2019 ... Washington, DC Jun 3-14, 2019 .......... Tysons Corner, VA Jun 17-28, 2019 ...................Denver, CO


NASBA CPE CREDITS: 76• Field of Study: Finance• Course Level: Advanced

CEU CREDITS: 8.1

CLP CREDITS: 81

PREREQUISITES: • FAC-C or DAWIA Level II Certification

in contracting or industrial/contract property management


• Source Selection • Critical Thinking for Problem Solving • Decision Making • Appropriations Law Seminar

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the upper-division baccalaureate degree category, 3 semester hours in Project Management or Business Administration.

COURSE FORMAT: Graded pre-class assignments; lecture; guided discussions and group work; videos; scenario-based exercises; analysis, preparation, and presentation of two graded business decision point papers; and independent readings


ACQ 265: Mission-Focused Services AcquisitionCourse 1265 | 3.5 days | $1,059


This course is designed to improve participants’ ability to acquire contractor-provided services that satisfy mission needs. Through the use of the seven-step Service Acquisition Process, a team-oriented approach, and the Acquisition Requirements Roadmap Tool (ARRT), participants will learn practical techniques for developing and defining service requirements and effectively managing the resulting contractor performance.

Who Takes This Course: All members of a service acquisition team, including contracting officer’s representatives, quality assurance reviewers, contract specialists, and those involved in developing and executing performance requirements, devising business strategies, and assessing contractor-provided services.

• Assess the importance of the planning phase as outlined in the Guidebook for Services Acquisition

• Design an effective requirements document as outlined in the Guidebook for Services Acquisition

• Evaluate effective processes for selecting a contractor and assessing contract performance as outlined in the Guidebook for Services Acquisition

COURSE TOPICS

• Planning a Service Acquisition• Developing Effective

Requirements• Writing the PWS• Finalizing the Strategy• Performance Monitoring and

Reporting


Jul 23-26, 2018 ............ Washington, DC Oct 9-12, 2018............. Washington, DC Feb 19-22, 2019 .......... Washington, DC May 28-31, 2019 ......... Washington, DC



CEU CREDITS: 2.2

CLP CREDITS: 28


ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in Purchasing Management, Business Administration, or Contracts.

COURSE FORMAT: Individual, small-group, and large-group exercises; lecture; discussion; and case study

REQUIRED MATERIALS: Participants are highly encouraged to bring a requirements development project from work.



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LEARNING OBJECTIVES

ACQ 370: Acquisition LawCourse 1370 | 4.5 days | $1,139


This course provides an overview of government contract law, with special emphasis on laws and regulations relating to ethics, data rights, fiscal law, protests, and contract management. Through analysis of actual legal cases, this course provides acquisition professionals with a deeper understanding of how judicial decisions impact the acquisition process.

Who Takes This Course: Contracting personnel who require an elective to complete their Level III certification training requirements or other acquisition personnel who wish to gain an appreciation for how government contract law and judicial decisions impact the acquisition process.

• Given appropriate reference material, discuss the constitutional, statutory, regulatory, and decisional authorities applicable to governmental acquisitions

• Given appropriate reference material, describe the process for instituting a claim against the government

• Given appropriate reference material, describe the congressionally mandated preference for describing agency needs and source selection

• Given appropriate reference material, recognize statutory, regulatory, and decisional authorities applicable to government acquisitions

• Given appropriate reference material, identify the reasons for statutory and regulatory restrictions on conduct of government personnel

• Describe the administrative, civil, criminal, and contractual remedies available to the government in light of contractor misconduct

• Describe what the government options are when reviewing data rights issues

• Given appropriate reference material, identify the purpose of contract modifications

• Given appropriate reference material, determine whether use of termination for convenience or default of the government is appropriate in a given situation

• Given appropriate reference material, identify the statutory, regulatory, and decisional restrictions applicable to the expenditure of appropriated funds

COURSE TOPICS

Foundations of Law• Statutory Law• Law of Contracts• Law of Agency• Authority to Contract• Rules of Contract Interpretation• The Adjudication System

Ethics• Characteristics of Government Acquisition• Standards of Ethical Conduct• Ethics Laws and Regulations• Conflicts of Interest• Restrictions on Obtaining and Disclosing Certain

Information• Penalties and Remedies

Intellectual Property and Data Rights• Types of Intellectual Property• Patents• Data Rights—Policy and Regulations• License Determination• IP Principles for Acquisition

Fiscal Law• Limitations Based on Purpose, Time, and Amount• Types of Appropriations• Major Appropriation Categories• Necessary Expense Doctrine• Bona Fide Needs Rule• The Antideficiency Act

Protests• Competition in Contracting Act• Full and Open Competition• Protest Procedures• Remedies• Fiscal Law Considerations• Disputes Appeal Process• Alternative Dispute Resolution

Contract Changes• Modifications in Common Law vs. Federal

Acquisition Law• Contract Changes—In Scope and Out of Scope• Constructive Changes• Equitable Adjustment• Inspection• Terminations for Default• Terminations for Convenience


Aug 13-17, 2018 .........................Washington, DCOct 29-Nov 2, 2018 .............................Tysons, VADec 10-14, 2018 .........................Washington, DCFeb 11-15, 2018 .........................Washington, DCApr 22-26, 2018 .........................Washington, DCJun 24-28, 2018 ..........................Washington, DC


NASBA CPE CREDITS: 36• Field of Study: Business Law• Course Level: Advanced

CEU CREDITS: 5.1

CLP CREDITS: 51


ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the upper-division baccalaureate degree category, 2 semester hours in Acquisition Law, Business Administration, or Contracts.

COURSE FORMAT: Individual, small-group, and large-group exercises; lecture, discussion, and case study



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LEARNING OBJECTIVES

CON 243: Architect-Engineer Services ContractingCourse 1032 | 5 days | $1,169


This assignment-specific training course is designed to provide experienced contracting personnel with the knowledge and skills to apply the unique aspects of contracting for architect-engineer services pursuant to Public Law 92-582, the Selection of Architects and Engineers statute and FAR Part 36.

Who Takes This Course: This course is designed for experienced contracting personnel new to the acquisition of architect-engineer services. Those currently buying architect-engineer services may use this as a refresher course and to earn continuing education credits to maintain certification.

• Determine when the Selection of Architects and Engineers Statute procedures apply

• Select an Architect-Engineer (A-E) firm and negotiate, award, manage, and administer a contract to satisfy the needs of the government in accordance with Federal acquisition laws, regulations, and where applicable, best business practices

COURSE TOPICS

Overview• Laws and Regulations• Introduction to Architect-Engineer Contracting• Defining Architect-Engineer Services• Steps in Awarding an A-E Contract• Competition in Architect-Engineer Contracting• Case Study

Planning an A-E Services Acquisition• Determination of Need• Project Management Plan• Site Selection• Methods of Accomplishing Design• Design Program• Small Business Programs• Government Estimate

Performance Work Statement (PWS)/Scope of A-E Services

• PWS vs. Scope of Work• When to Write the PWS• Data Sources• Elements of the PWS• Contract Types• Case Study

Advertising Requirements• Congressional Notification• Purposes of Advertising• Methods of Advertising• Response Times• Requirements for Set-Asides• Format of the Synopsis• Exercises and Case Study

Selection Procedures• Qualifications Statements• Evaluation Boards• Board Functions• Selection Authority• Short Selection Process• Request for Proposal• Special Clauses for A-E Contracts• Release of the RFP and Handling of A-E Questions• Release of Information• Exercises and Case Studies

Evaluation and Negotiation• Evaluation• Subcontracting Plans• Negotiations• Debriefings of Offerors• Exercises and Case Study

Contract Management and Administration• Contract Clauses• Management and Administration• Inspection and Acceptance of A-E Submittals

and Services• Contract Management• Contract Administration• Partnering• Service Contract Labor Standards Statute• Contract Closeout• Summary• Exercises and Case Studies

Quality Management• Definitions• QM Systems• Responsibilities• Purpose of QM• QA Actions• Contractor QC


Jul 9-13, 2018 .............................Washington, DC Aug 27-31, 2018 ......................Tysons Corner, VA Dec 3-7, 2018 .............................Washington, DC Feb 4-8, 2019 .............................Washington, DC Mar 18-22, 2019 ............................... Phoenix, AZ Apr 1-5, 2019 .............................Washington, DC May 13-17, 2019 ........................Washington, DC Jun 10-14, 2019 ................................. Denver, CO



CEU CREDITS: 3.2

CLP CREDITS: 40


SUGGESTED PREREQUISITES: • Participants are highly encouraged to

complete the FAC-C or DAWIA Level I certification training courses or equivalent experiences before taking this course.

RECOMMENDED FOLLOW-ON COURSES: • Construction Claims • CON 244: Construction Contracting

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the upper-division baccalaureate degree category, 2 semester hours in Contract Administration, Procurement and Acquisition, or Project Management.

COURSE FORMAT: Lecture, discussion, exercises, case studies, and independent readings



20




LEARNING OBJECTIVES

CON 244: Construction ContractingCourse 1021 | 5 days | $1,169


This FAC-C and DAWIA Level III elective course is designed to provide participants 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 who oversee construction projects.

Who Takes This Course: This course is designed for contracting personnel involved in the construction process. Additionally, Contracting Officer’s Representatives involved in construction project oversight may find this course to be beneficial.

• Explain the environment and rules for contracting for construction

• Perform the critical pre-award and postaward construction contracting functions

• Administer clauses unique to construction contracting

COURSE TOPICS

Introduction• Changes• Conclusion

Construction Acquisition Planning• Acquisition Plans• Plan Components• Project Scope• Market Research• Contract Vehicles and Processes• Other Plan Considerations• Plan Dates• Acquisition Plan

Construction Solicitation Phase• Reviewing Plans and Specifications• Solicitation Preparation• Construction Market Research• Construction Solicitation Issuance

Construction Evaluation and Award• Physical Requirements• Analytical Requirements• Other Considerations• Negotiated Requirements• Determining Award — Part A• Determining Award — Part B• Evaluating Options

Construction Contract Administration, Compliance• Policy• Government Responsibilities• Contractor Responsibilities• Contractual Requirements for Quality Work• The Contractor Quality Control Plan• Quality Assurance• Labor Law Issues• Preconstruction Conference• Partnering• Precon• Quality Assurance Plan• Reviewing the Payroll for Construction Wage Rate

Requirements Compliance• Partnering

Administration of Construction Contract Modifications

• Analysis of Principal Clauses• Changes Clause (FAR 52.243-4)• Differing Site Conditions Clause (FAR 52.236-2)• Site Investigation and Conditions Affecting the

Work Clause (FAR 52.236-3)• Variation in Estimated Quantity Clause

(FAR 52.211-18)• Suspension of Work Clause (FAR 52.242-14)• Default (Fixed-Price Construction) Clause

(FAR 52.249-10)• Inspection of Construction Clause (FAR 52.246-12)• Value Engineering — Construction Clause

(FAR 52.248-3)• 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• Changes Clause• Differing Site Conditions• Site Investigations and Conditions Affecting the

Work Clause• Inspection of Construction Clause• Delays: “Galley Job”• Use of Eichleay• Value Engineering• Constructive Changes

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 and Overpayment• Payment of Invoice• Punchlists, Occupancy, and Warranties• Contract Closeout• Payment Invoice — Schedule of Prices Review• Payment Invoice — First Payment Review• Payment Invoice — Second Payment Review


Jul 9-13, 2018 ..........................Tysons Corner, VA Aug 20-24, 2018 ...................... San Francisco, CA Aug 27-31, 2018 .........................Washington, DC Oct 15-19, 2018 ................................... Dallas, TX Nov 26-30, 2018 .........................Washington, DC Jan 7-11, 2019 ...................................Seattle, WA Jan 28-Feb 1, 2019 .....................Washington, DC Feb 25-Mar 1, 2019 ........................... Denver, CO Mar 4-8, 2019 ..........................Tysons Corner, VA Apr 22-26, 2019 .........................Washington, DC Jun 3-7, 2019 .....................................Atlanta, GA Jun 24-28, 2019 ............................... Portland, OR



CEU CREDITS: 3.2

CLP CREDITS: 40


SUGGESTED PREREQUISITES: • FAC-C or DAWIA Level I certification training

courses

RECOMMENDED FOLLOW-ON COURSES: • Construction Claims • CON 243: Architect-Engineer Services

Contracting

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in Construction Contracting or Contract Administration.

COURSE FORMAT: Graded pre-class assignment, lecture, discussion, exercises, case studies, independent readings, and graded “Hot Topics” point paper

REQUIRED MATERIALS: Participants must bring a calculator to class.



21



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Take advantage of our industry-leading curriculum to fulfill the 40 CLP continuous learning requirement and complete your

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LEARNING OBJECTIVES

Basic (Level I) Contracting Officer’s RepresentativeCourse 1073 | 1 day | $599


This course provides the training required for FAC-COR Level I certification. It provides individuals with the basic knowledge and skills needed to perform their duties as newly assigned, or soon-to-be assigned, Level I CORs. Participants will gain knowledge of their duties and responsibilities as CORs and an understanding of the acquisition process. The course emphasizes proper communication and documentation, contract monitoring, payment, and ethics.

Who Takes This Course: This course is designed for personnel seeking FAC-COR Level I certification training.

• Describe the COR’s duties, responsibilities, and authority

• Identify issues affecting the COR through the acquisition process

• Maintain appropriate documentation and communications

• Use appropriate techniques to monitor contract performance

• Describe the process for processing contractor invoices for payment

COURSE TOPICS

• COR Roles and Responsibilities• Acquisition Planning• Contract Formation• Contract Management• Payment• Ethics in Government

Contracting


Aug 8, 2018 ................. Washington, DC Nov 1, 2018 ................. Washington, DC Feb 28, 2019 ............... Washington, DC Jun 10, 2019 ................ Washington, DC



CEU CREDITS: 0.6

CLP CREDITS: 8



• Contracting Officer’s Representative Course

• Advanced COR Workshop • COR Refresher • FAR Overview • Ethics in Federal Contracting

COURSE FORMAT: Lecture and discussion


COR RefresherCourse 1071 | 1 day | $619


This training course will help experienced Contracting Officer’s Representatives (CORs) keep pace with the rapidly changing acquisition world, while satisfying requirements for refresher/maintenance training. Participants should come prepared to discuss troublesome issues they have encountered while performing their COR duties.

Who Takes This Course: This course is designed for experienced CORs who seek to stay up-to-date with the changes in the acquisition community that relate to the proper performance of the COR duties while earning partial continuous learning credit required to maintain their certification.

• Describe duties, responsibilities, and limits to authority of a COR

• Identify complex issues affecting CORs

• Apply work management techniques to measure contractor performance

COURSE TOPICS

• The Acquisition Process and Responsibilities of Contracting Officer’s Representatives

• Government Property• Monitoring Contractor

Performance• Work Planning, Scheduling, and

Measurement Techniques• Subcontracts• Payment• Ethics in Government

Contracting



Jul 12, 2018 .........................Denver, CO Aug 31, 2018 ............... Washington, DC Sep 14, 2018 ............................. Virtual Oct 19, 2018 ............. Tysons Corner, VA Nov 19, 2018 ............................. Virtual Jan 15, 2019 ................ Washington, DC Feb 22, 2019 ............... Washington, DC Mar 25, 2019 ............................. Virtual Apr 26, 2019 ............... Washington, DC May 31, 2019 ............................ Virtual



CEU CREDITS: 0.6

CLP CREDITS: 8


COURSE FORMAT: Lecture and discussion



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LEARNING OBJECTIVES

Contracting Officer’s Representative CourseCourse 1070 | 5 days | $1,169


This course is designed to provide non-contracting personnel with the knowledge and skills to execute their responsibilities as a representative of the contracting officer. This course meets the FAC-COR Program training requirements for Level II certification and is equivalent to DAU’s COR 222: Contracting Officer’s Representative Course, which is required for DoD COR Types B and C certifications. Individuals seeking to earn 40 CLPs should consider taking our Advanced COR Workshop.

Who Takes This Course: This course is designed for individuals who want to meet their FAC-COR Level II certification or DoD Type B or C COR certification training requirements.

• Define the COR’s role and authority in the acquisition process

• Recognize COR responsibilities in acquisition planning

• Identify COR responsibilities in the contract award process and locate information in a specific contract award

• Monitor contract implementation and performance

• Handle contract modifications and address contract problems

• Identify special considerations that apply to specific contract types

• Identify key laws and regulations that address fraud, waste and abuse, and ethical considerations in Federal contracting

COURSE TOPICS

COR Delegation and Responsibilities• COR Role and Responsibilities• Delegation and Types of Authority• Important COR Relationships and Resources

Contract Lifecycle: Acquisition Planning• Identifying the Requirement and Overview of

Acquisition Planning• Steps in the Acquisition Planning Process

Contract Lifecycle: Contract Award• Contract Award• Get to Know Your Contract

Contract Lifecycle: Contract Administration• Communication and Documentation• Monitoring Contract Performance• Inspection and Acceptance• Payment

Contract Lifecycle: Changes, Problems, and Closeout

• Contract Modifications• Improper Contract Changes• Dealing with Unsatisfactory Performance• Closeout Actions

Laws and Regulations Governing Specific Contract Types

• Special Considerations for Service Contracts• Special Considerations for Construction Contracts• Special Considerations for Major Acquisitions and

R&D Contracts

Ethics in Government Contracting• Obtaining and Disclosing Information• Standards of Ethical Conduct• Organizational Conflicts of Interest• Fraud in Government Contracts• Module Capstone

CERTIFICATE PROGRAM(S): • Project & Program Management



Aug 6-10, 2018 ................................ Portland, OR Aug 6-10, 2018 ........................Tysons Corner, VA Aug 13-17, 2018 .......................................Virtual Aug 20-24, 2018 ................................ Denver, CO Sep 10-14, 2018 .................................. Dallas, TX Sep 10-14, 2018 .........................Washington, DC Sep 24-28, 2018 ...................... San Francisco, CA Oct 15-19, 2018 ................................. Denver, CO Oct 22-26, 2018 ..........................Washington, DC Oct 29-Nov 2, 2018 ............................Atlanta, GA Nov 5-9, 2018 ...........................................Virtual Nov 26-30, 2018 ................................Seattle, WA Dec 3-7, 2018 .............................Philadelphia, PA Dec 3-7, 2018 .............................Washington, DC Dec 10-14, 2018 .......................................Virtual Dec 17-21, 2018 ......................Tysons Corner, VA Jan 7-11, 2019 ..........................................Virtual Jan 14-18, 2019 ..........................Washington, DC Jan 28-Feb 1, 2019 .....................Washington, DC Feb 4-8, 2019 .................................... Denver, CO Feb 11-15, 2019 ......................Tysons Corner, VA Feb 25-Mar 1, 2019 ....................Washington, DC Mar 4-8, 2019 ....................................Atlanta, GA Mar 11-15, 2019 ......................Tysons Corner, VA Mar 25-29, 2019 ............................San Diego, CA Apr 1-5, 2019 ....................................Seattle, WA Apr 8-12, 2019 ...........................Washington, DC Apr 15-19, 2019 .................................. Dallas, TX Apr 22-26, 2019 .......................................Virtual Apr 29-May 3, 2019 ....................Washington, DC May 6-10, 2019 .................................Boston, MA May 13-17, 2019 ...........................Las Vegas, NV May 20-24, 2019 ......................................Virtual



PDU CREDITS: 35

CEU CREDITS: 4.0

CLP CREDITS: 40

PREREQUISITES: None

RECOMMENDED FOLLOW-ON COURSES: • Project Management Principles • Federal Contract Law

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate/associate degree category, 3 semester hours in Contract Management, Administration, or Public Management.

COURSE FORMAT: Lecture, discussion, exercises, and independent readings



24




LEARNING OBJECTIVES

Advanced COR WorkshopCourse 1072 | 5 days | $1,169


In this course, participants will make acquisition strategy recommendations, conduct market research, draft requirements and quality assurance surveillance plan documents, create meaningful evaluation factors, and develop a detailed plan for managing the contract. Essential COR documentation is emphasized.

Who Takes This Course: This course is designed for certified FAC-COR Level II or DoD Type B or C CORs who wish to increase their mastery of the FAC-COR or DoD COR competencies while earning 40 CLPs to maintain their certification.

• Explain the benefits of performance-based service acquisition

• 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

COURSE TOPICS

PBA, Acquisition Strategy, and Market Research• Elements of PBSA• Differences between PBSA and Non-performance

Based Contracts• Benefits of PBSA• 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 PWS That Captures Performance

Requirements• Create a QASP That Ensures Performance Goals

Are Met

Developing Evaluation Factors and Postaward Planning

• Mandatory Evaluation Factors• Characteristics of Good Evaluation Factors• What Agencies Have to Tell Offerors about

Evaluation Factors• Suggested Approach for Developing Technical

Evaluation Factors• Major Goals of Postaward Planing• 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 and Performance Management

• Purpose of Inspection• Conducting and Documenting Inspections• Acceptance of Supplies and Services• Notifying the Contracting Officer of

Noncompliance• Monitor and Document Contractor Performance• Identify and Resolve Performance Issues• Resolve Interruptions in Contract Performance• Review and Process Contractor Invoices• Adjust Contractor Payment for Non-performance

Contract Modifications and Recording and Maintaining Contractor Performance Information

• Types of Changes and Modifications• Circumstances that Can Prompt a Contract

Change• Handling Contractor Requests• Contract Scope• Constructive Changes• Equitable Adjustment• Prepare a Contractor Performance Evaluation

Report• Sources of Information• Contractor Rebuttal Rights



Jul 16-20, 2018 ...........................Washington, DC Jul 30-Aug 3, 2018 ................... San Francisco, CA Aug 20-24, 2018 ......................Tysons Corner, VA Aug 27-31, 2018 .........................Washington, DC Sep 17-21, 2018 .......................................Virtual Oct 15-19, 2018 .................................Seattle, WA Oct 22-26, 2018 .......................Tysons Corner, VA Nov 26-30, 2018 ................................Atlanta, GA Dec 3-7, 2018 .............................Washington, DC Jan 28-Feb 1, 2019 ..................Tysons Corner, VA Feb 25-Mar 1, 2019 ....................Washington, DC Mar 11-15, 2019 ................................ Denver, CO Mar 25-29, 2019 .......................................Virtual Apr 15-19, 2019 .........................Washington, DC Apr 29-May 3, 2019 ............................. Dallas, TX May 13-17, 2019 ...............................Atlanta, GA Jun 3-7, 2019 ............................................Virtual Jun 17-21, 2019 .......................Tysons Corner, VA



PDU CREDITS: 35

CEU CREDITS: 4.0

CLP CREDITS: 40


SUGGESTED PREREQUISITES: • Contracting Officer’s Representative Course

RECOMMENDED FOLLOW-ON COURSES: • COR Refresher • Developing the Independent Government

Cost Estimate • Project Management Principles • Federal Contract Law • Evaluating a Contractor’s Performance • Market Research

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the upper-division baccalaureate degree category, 2 semester hours in Contract Procurement and Acquisition or Purchasing.

COURSE FORMAT: Pre-class assignments, lecture, guided discussions, independent readings, and individual and group work on an integrated case study (elements of which are graded)



25



TRAINING YOU NEED for the LCPLeasing Certification Program for Real Property (LCP)

Leasing Contracting Officers (LCOs) manage over 10,000 leases across the government and play critical roles throughout the acquisition process. The General Services Administration (GSA) recognizes the LCOs’ value and has designed the LCP to address competencies needed for successful lease management — and we have training courses you need to help meet your requirements. Refer to the table below for training courses that satisfy the requirements for Leasing Contract Officers with warrant threshold Levels I-IV.

LEVEL I LEVEL II LEVEL III

LCP TRAINING

LEA

SIN

GP

RO

JEC

T M

AN

AG

EM

EN

TA

CQ

UIS

ITIO

NP

RO

FES

SIO

NA

L S

KIL

LS

Lease Acquisition TrainingFederal Real Property Lease LawCost and Price Analysis of Lease ProposalsTechniques of Negotiating Federal Real Property Leases

Business, Cost, and Financial Management: FAC-P/PM Senior LevelContract Management: FAC-P/PM Senior LevelLeadership and Communication Skills for Project ManagersLeadership and Strategic Management: FAC-P/PM Senior LevelManaging Multiple ProjectsManaging Scope, Schedule, and CostManaging Stakeholder Expectations and RelationshipsProject Cost EstimatingProject Management Essentials for Non-Project ManagersProject Management PrinciplesProject Management RiskSystems Management: FAC-P/PM Senior Level

Appropriations Law SeminarBasic (Level I) Contracting Officer’s RepresentativeBudget FormulationBudgeting and Accounting: Making the ConnectionCON 100: Shaping Smart Business ArrangementsContracting Officer’s Representative CourseFederal Real Property Leasing RefresherLease AdministrationProgram and Budget Analysis Using Microsoft ExcelThe Federal Budget Process

Building and Sustaining TeamsCritical Thinking for Problem SolvingCustomer Service Skills and TechniquesEmotionally Intelligent LeadershipInfluencing SkillsInterpersonal Skills: Developing Effective RelationshipsLeadership Skills and TechniquesResolving Conflict

Lease Acquisition Training

Business, Cost, and Financial Management: FAC-P/PM Senior Level

Appropriations Law Seminar

Building and Sustaining Teams

Project Management Essentials for Non-Project Managers

Managing Multiple Projects

CON 100: Shaping Smart Business Arrangements

Influencing Skills

Cost and Price Analysis of Lease Proposals

Leadership and Communication Skills for Project Managers

Budget Formulation

Customer Service Skills and Techniques

Project Management Risk

Managing Stakeholder Expectations and Relationships

Federal Real Property Leasing Refresher

Leadership Skills and Techniques

We also offer training to support your Continuous Learning Points (CLP) requirements!

Visit www.ManagementConcepts.com/LCP for more information.

2626

http://www.managementconcepts.com/LCP



LEARNING OBJECTIVES

Lease Acquisition TrainingCourse 1597 | 4.5 days | $1,149


This course provides participants the essential skills for mastering the fundamental concepts involved in the leasing process. Participants simulate the entire lease acquisition process from requirements development through Tenant Improvement (TI) construction and acceptance with highly interactive, hands-on table exercises using a lease acquisition case study. Participants will gain the knowledge and skills to be productive members of the lease acquisition team.

Who Takes This Course: This course is designed for newly assigned leasing specialists. Experienced leasing personnel may choose to use this course as a refresher to maintain their leasing warrants and certification.

• Provide practitioner-level training on the lease acquisition process

• Engage and challenge through a comprehensive case study simulation of the actual lease acquisition process

• Ensure consistency across regions

• Select the appropriate lease model

COURSE TOPICS

• The Regulatory Environment• Requirements and Pre-

Solicitation• Market Survey Process• Understanding the Solicitation

Process• Evaluating Lease Proposals• Pre-award/Award• Design• Postaward Tenant Improvement

Negotiations• TI Construction to Acceptance• Other Lease Models


Jul 9-13, 2018 ................. San Diego, CAJul 16-20, 2018 ....................Denver, COAug 20-24, 2018 .......... Washington, DC Oct 15-19, 2018 .........San Francisco, CA Nov 26-30, 2018 .......... Washington, DC Jan 28-Feb 1, 2019 ...... Washington, DC May 6-10, 2019 ..................Phoenix, AZ Jun 17-21, 2019 ........... Washington, DC


NASBA CPE CREDITS: 36• Field of Study: Management

Services• Course Level: Intermediate

CEU CREDITS: 2.8

CLP CREDITS: 36



• Cost and Price Analysis of Lease Proposals

• Techniques of Negotiating Federal Real Property Leases

• Federal Real Property Lease Law

COURSE FORMAT: Lecture, discussion, and case study simulation


Federal Real Property Lease LawCourse 1050 | 5 days | $1,169


This training course concentrates on ways to identify and avoid legal problems that arise while soliciting for and administering leases. Through a case study method using actual Comptroller General and court decisions, participants will learn to apply proper legal principles to the work they do every day. Participants also will work extensively with the clauses typically found in Federal leases, including GSA Form 3517B. This is one of the courses required to qualify for a leasing warrant.

Who Takes This Course: This course is designed for lease contracting officers or others who require knowledge of the legal aspects of acquiring leased space or to increase their leasing warrant authority.

• Explain the genesis of lease law • Discuss the legal implications of

the solicitation process • Describe the dispute resolution

process • Explain legal principles involved

in contract interpretation • Recognize legal implications of

leasing clauses • Explain the concept of damages

and remedies

COURSE TOPICS

• The Genesis of Lease Law• Solicitation Process• Dispute Resolution• Lease Interpretation• Lease Administration Problems• Damages and Other Remedies


Jul 9-13, 2018 ........................Dallas, TX Oct 1-5, 2018 ........... Tysons Corner, VA Jan 7-11, 2019 ............. Washington, DC Mar 11-15, 2019 ........San Francisco, CA Apr 8-12, 2019 ............ Washington, DC May 13-17, 2019 .................Denver, CO Jun 10-14, 2019 ........... Washington, DC



CEU CREDITS: 3.2

CLP CREDITS: 40

PREREQUISITES: • Lease Acquisition Training


• Cost and Price of Lease Proposals • Lease Administration • Techniques of Negotiating Federal

Real Property Leases

COURSE FORMAT: Lecture, discussion, interpretation and application of case study materials, and independent readings



27






LEARNING OBJECTIVES

Cost and Price Analysis of Lease ProposalsCourse 1031 | 5 days | $1,169


Participants in this specialized training course will learn how to establish realistic negotiation objectives when analyzing real property lease proposals. Participants will apply analysis techniques when addressing realistic scenarios. This is one of the courses required to qualify for a leasing warrant.

Who Takes This Course: This training course is essential for those involved in evaluating lease proposals and those who seek a higher level leasing warrant.

• Apply appropriate analysis techniques to evaluate offers and establish a prenegotiation position

• Use analysis results to achieve a fair and reasonable price during lease negotiations

COURSE TOPICS

Lease Pricing• Meaning and Purpose of Contract Pricing• Phases of Contract Pricing• Legislative and Regulatory Requirements• Types of Pricing• Types of Analysis: Price and Cost• Types of Leases and Lease Situations

Analysis During Acquisition Planning• Purpose of Analysis• Sufficiency of Requirements• Preliminary Market Price Analysis• Market Survey Price Analysis• Results of the Market Survey

Analysis of Solicitation• Consideration of Government Requirements and

Standards• Reconcile Pricing Paragraphs with Market Survey

Results• Market Practices Versus Government

Requirements• Socioeconomic Policies and Impact On Price• Content and Structure of the RLP Package

Price Evaluation of Initial Offers• Initial Checks and Verifications• Abstract of Offers• Nature and Extent of Competition• Establish Negotiation Objectives• Fair Annual Rent• Present Value Analysis

Technical Evaluation of Offers• Desirables, Not Requirements• Technical Evaluation• The Relationship of Price and Technical Evaluation

Factors• Competitive Range

Cost Analysis• Application and Limitations• Cost Elements of Rent• Accounting Principles and Practices• Allowability of Costs• Cost or Pricing Data• Data Collection• Prepare “Should Cost” Position for Negotiation• Profit as an Element

Use of Analysis in Negotiations• Preparation for Negotiations• Prenegotiation Plan• Review of Cost Analysis• Review of Technical and Price Analysis• Identify Strategy

Final Evaluation and Negotiation Memorandum• Final Evaluation• Pre-award Actions• Contract Award

Additional Situations for Analysis• Simplified Lease Model• Succeeding/Superseding Lease• Real Estate Tax Evaluation• Terminations and Restoration


Aug 13-17, 2018 .........................Washington, DC Sep 24-28, 2018 ................................ Denver, CO Oct 22-26, 2018 ..........................Washington, DC Dec 3-7, 2018 ............................... Fort Worth, TX Feb 4-8, 2019 .............................Washington, DC Apr 29-May 3, 2019 ....................Washington, DC Jun 24-28, 2019 ....................... San Francisco, CA



CEU CREDITS: 3.2

CLP CREDITS: 40

PREREQUISITES: • Lease Acquisition Training

RECOMMENDED FOLLOW-ON COURSES: • Techniques of Negotiating Federal Real

Property Leases • Federal Real Property Lease Law





28




LEARNING OBJECTIVES

Techniques of Negotiating Federal Real Property LeasesCourse 1081 | 5 days | $1,169


Through preparation and role-playing, participants will develop the knowledge and skills needed to negotiate lease contracts in accordance with applicable regulations. This is one of the courses required to qualify for a higher level leasing warrant.

Who Takes This Course: This course is designed for Federal leasing specialists who have a fundamental understanding of real property leasing and lease proposal cost and price analysis, and are called upon to negotiate real property leases.

• Conduct exchanges with lessors prior to negotiations

• Determine the competitive range and extent of discussions

• Prepare a negotiation plan • Conduct discussions with lessors in the

competitive range • Conduct negotiations in noncompetitive situations

COURSE TOPICS

Introduction to Negotiations• Describing Negotiation• Recognizing Possible Negotiation Outcomes and

Styles• Describing Attitudes That Lead To Successful

Negotiations

Exchanges Prior to Negotiations• Identifying Offeror Information Needed For Offer

Analysis• Selecting Methods For Conducting an Exchange• Selecting and Preparing Participants for Face-to-

Face Exchanges• Conducting Face-to-Face Exchanges• Using Exchange Results• Establishing the Competitive Range

Negotiation Preparation• Need for Preparation• Tailoring the Negotiation Team to the Situation• Identifying Negotiation Issues and Objectives• Identifying the Offeror’s Probable Approach to

Negotiation• Assessing Bargaining Strengths and Weaknesses• Identifying Negotiation Priorities and Potential

Trade-offs• Determining an Overall Negotiation Approach• Preparing A Negotiation Plan• Presenting the Negotiation Plan to Management• Preparing A Negotiation Agenda

Noncompetitive Negotiations• Recognizing the Principal Negotiator’s

Responsibilities• Types of Negotiations After Award• Identifying Documentation Requirements

Nonverbal Communication• Recognizing Different Forms of Nonverbal

Communication• Describing How Body Language Affects

Negotiations• Describing How The Physical Environment Affects

Negotiations• Recognizing How Personal Attributes Affect

Negotiations

Bargaining Techniques• Rule 1: Be Prepared• Rule 2: Aim High• Rule 3: Give Yourself Room to Compromise• Rule 4: Put Pressure on the Offeror• Rule 5: Do Not Volunteer Weaknesses• Rule 6: Use Concessions Wisely• Rule 7: Say It Right• Rule 8: Satisfy NonPrice Issues• Rule 9: Use the Power of Patience• Rule 10: Be Willing To Walk Away From or Back to

Negotiations

Bargaining Tactics• Using Win/Win Tactics• Identifying Win/Lose Tactics and Appropriate

Countermeasures

Conducting Discussions• Recognizing the Steps for Competitive Discussions• Conducting a Comparative Assessment of Final

Offers• Communicating Assessment Results• Identifying Documentation Requirements

Postaward Negotiation and Administration• Buildout Period• Daily Administration• Alterations, Lease Modifications, and Changes• Disputes• Terminations and Repair


Aug 6-10, 2018 ...........................Washington, DC Oct 29-Nov 2, 2018 .................. San Francisco, CA Mar 4-8, 2019 .............................Washington, DC Jun 10-14, 2019 ................................... Dallas, TX



CEU CREDITS: 3.2

CLP CREDITS: 40


SUGGESTED PREREQUISITES: • Cost and Price Analysis of Lease Proposals• Federal Real Property Leasing Refresher

RECOMMENDED FOLLOW-ON COURSES: • Lease Administration

COURSE FORMAT: Lecture, discussion, exercises, mock negotiations, and independent readings




29





LEARNING OBJECTIVES

Lease AdministrationCourse 1028 | 5 days | $1,169


Designed for the practitioner, this course provides useful information on the technical direction and enforcement of real property leases. The course covers a wide range of contract management issues, from initial build-out of the space through ongoing performance management, to termination procedures. The course satisfies the continuous learning requirements of the GSA Leasing Specialist Certification Program.

Who Takes This Course: This course is designed for leasing specialists, real property managers, or contracting officer’s representatives.

• Explain the elements of a real estate contract and the forms of ownership

• Discuss the purpose and application of lease clauses

• Manage the postaward activities leading up to occupancy, during move-in, and after occupancy

COURSE TOPICS

Introduction to Real Estate Lease Administration and Management

• Importance of Lease Administration• Definitions and Principles of Real Property

Ownership• Real Estate Leases vs. Other Types of Contracts• Roles and Responsibilities in Lease Administration• GSA Lease Reform• The Phases of Lease Administration

Elements of a Real Estate Contract• Legal Categories of Contracts• Elements that Create a Valid Express Contract• Satisfying Contract Elements in the Award of Leases• Satisfying Contract Elements in Lease

Administration Transactions

Purpose and Application of the General Clauses in Lease Administration

• GSA Form 3517B, General Clauses• Clauses for Small and Simplified Leases

Postaward Activities Leading up to Occupancy• Lease Execution and Document Distribution• Tenant Improvement Process• Construction of Tenant Improvements• Dealing with Changes• Revisions to the Construction Schedule• Acceptance Inspection• Postaward Activities

Determination of Substantial Completion and Activities at the Time of Occupancy

• Fundamentals of Substantial Completion• Separate Testing and Verification• Measuring the Completed Space• Utilities Paid Directly by the Government• Resolution of Debits and Credits for Build-Out• Lease Modifications for Actual Effective Date and

Measurement• Following Up on Punch List Items • Establishing the Post-Occupancy Relationship• Documents the Lessor may Request after

Occupancy

Lease Administration Actions after Occupancy within the Scope of the Contract

• Payee Changes• Change to the Lessor Ownership• Rent Payment Issues• Estoppel Certificates — Statement of Lease• Assignment of Claims• Inspections and Monitoring• Resolving Nonperformance under Clause 10• Damage to the Premises by Fire or Other Casualty• Separate Payments for Utilities

Rent Adjustments• Operating Costs Adjustments• Real Estate Tax Adjustment Paragraphs• Administering Leases with Stepped Rents

Alterations and Repairs in Leased Space• Overview• Specifications for Alterations• Acquisition Plan• Independent Government Cost Estimate• Negotiation and Award• Administration of Alteration Projects• Monitoring Performance• Final Inspection• Acceptance• Government-Furnished Property• Building Codes and Local Requirements• Documentation

Miscellaneous Lease Administration Actions after Occupancy

• Expanding the Square Footage After Award• Reducing the Square Footage• Negotiating Extensions of the Lease Ending Date• Administering Leases in Holdover Status• Exercising Termination Notices• Negotiating Early Termination • Succeeding/Superseding Lease• Exercising Renewal Options in Leases• Expired or Terminated Leases

Formal Legal Issues in Lease Administration• Lessor Default or Bankruptcy• Foreclosure on the Property by a Mortgagee• Claims and Disputes• Lease Condemnation

Documentation, Closeout, and Settlement• Recordkeeping and Lease Files• Closeout and Settlement


Jul 9-13, 2018 .................................... Denver, CO Sep 10-14, 2018 .........................Washington, DC Nov 26-30, 2018 ......................Tysons Corner, VA Mar 11-15, 2019 .........................Washington, DC Jun 3-7, 2019 ...........................Tysons Corner, VA



CEU CREDITS: 3.2

CLP CREDITS: 40


SUGGESTED PREREQUISITES: • Lease Acquisition Training

RECOMMENDED FOLLOW-ON COURSES: • Cost and Price Analysis of Lease Proposals • Techniques of Negotiating Federal Real

Property Leases • Federal Real Property Lease Law




30




LEARNING OBJECTIVES

Federal Real Property Leasing RefresherCourse 1049 | 5 days | $1,169


Members of a Federal leasing team may not utilize all aspects of the leasing process on a day-to-day basis. This often leads to diminished skills and less effective execution of processes. This course provides an opportunity to review current leasing forms and procedures applicable to the complete acquisition processes for leasing space. Participants should leave the course newly armed with the ability to effectively and efficiently participate in the Federal leasing process.

Who Takes This Course: This course is designed as a refresher course for leasing specialists, space managers, and contracting personnel interested in re-energizing their skills and abilities.

• Explain basis for leasing authority and the foundation and beginning of leasing process

• Describe the General Services Administration (GSA) lease models

• Describe the leasing procedures • Discuss the various methods of determining fair

and reasonable rents • Evaluate offers and negotiate, award, and

administer leases • Obtain alterations and repairs • Discuss socioeconomic considerations and

standards of conduct

COURSE TOPICS

• Introduction to Leasing• Requirements Development• Acquisition Planning• Market Survey Process• Solicitation Process• Negotiation Process• Fair and Reasonable Rents• Final Evaluation and Award• Tenant Improvements• Simplified Lease Acquisition• Small Lease Acquisition• Warehouse Lease Acquisition• Automated Advanced Acquisition Program• Lease Administration and Management• Alterations and Repairs• Contracting for Continuing Space Requirements• Documentation, Closeout, and Settlement• Standards of Conduct


Jul 23-27, 2018 .................................. Denver, CO Dec 10-14, 2018 .........................Washington, DC Feb 11-15, 2019 .........................Washington, DC Apr 22-26, 2019 ......................Tysons Corner, VA



CEU CREDITS: 3.2

CLP CREDITS: 40


RECOMMENDED FOLLOW-ON COURSES: • Cost and Price Analysis of Lease Proposals • Techniques of Negotiating Federal Real

Property Leases • Federal Real Property Lease Law • Lease Administration

COURSE FORMAT: Lecture, discussion, practical exercises, mock negotiations, and independent readings




31



Take a closer look at our Continuous Learning, Elective, and Specialized Courses on pages 33 - 47.

Our DAU-equivalent, FAI-verified, and GSA-approved leasing courses will equip you with critical knowledge needed to accomplish your next mission.

Let us help you fulfill your continuous learning or elective requirements with our industry-leading curricula to achieve or maintain your:

MIS

SION ACCOMPLISHED

FAC-C or DAWIA

Contracting Certification

FAC-COR or DoD-COR

Certification

Leasing Warrant

3232



LEARNING OBJECTIVES

Cybersecurity for Contracting ProfessionalsCourse 1040 | 2 days | $799


Learn how to safeguard your contracts by gaining an understanding of today’s rapidly-changing cybersecurity regulations and the impact on the contracting world. You will also learn to apply critical thinking skills when assessing cyber risk to ensure compliance throughout the contracting cycle. Complete this essential training course and return to work as a champion for effective cybersecurity risk management practices. This course is focused on government and contractor systems and the sharing of controlled unclassified information as part of the acquisition process.

Who Takes This Course: This course is intended for contracting personnel in the Federal Government and commercial sectors who want to know how cybersecurity regulations affect their contracts and their organizational compliance.

• Given case studies of cybersecurity risks, explain the role contracting professionals play in cybersecurity management

• Given real-world contracting scenarios and an overview of cybersecurity laws and regulations, determine which cybersecurity laws and regulations apply to your contracting organization

• Given a walkthrough of various cybersecurity standards, controls, and frameworks, determine their impact on Federal acquisitions

• Given real-world contracting scenarios, analyze how to manage cybersecurity risks during acquisition planning and contract performance

• Formulate a plan for staying up to date on the latest cybersecurity requirements

COURSE TOPICS

Overview of Cybersecurity• The Current State of Cybersecurity• Acquisitions and Cybersecurity Management

Cybersecurity Laws and Regulations• Federal Cybersecurity Regulations• Key FAR Clauses• Key DFARS Provisions and Clauses

Cybersecurity Standards, Controls, and Frameworks• Federal Information Processing Standards (FIPS)• NIST Special Publication 800-53• NIST Special Publication 800-171• Controlled Unclassified Information (CUI)• CIS Critical Security Controls• Other Cybersecurity Frameworks

Cybersecurity Considerations in Acquisition Planning and Contract Performance

• Cybersecurity Considerations during Acquisition Planning

• Cybersecurity Considerations during Contract Performance

• Cybersecurity Compliance Walkthrough

Staying Current with Cybersecurity in Contracting• Current Events in Cybersecurity• Cybersecurity Resources• Practical Considerations in Cybersecurity

Management



Aug 13-14, 2018 ......................Tysons Corner, VA Oct 24-25, 2018 ..........................Washington, DC Dec 10-11, 2018 .......................................Virtual Jan 28-29, 2019 ..........................Washington, DC Mar 11-12, 2019 .......................................Virtual Apr 8-9, 2019 .............................Washington, DC Jun 24-25, 2019 ..........................Washington, DC


NASBA CPE CREDITS: 16• Field of Study: Information Technology• Course Level: Basic

CEU CREDITS: 1.3

CLP CREDITS: 16


RECOMMENDED FOLLOW-ON COURSES: • Ethics in Federal Contracting • Data-Driven Decision Making • Critical Thinking for Problem Solving • Project Management Principles

COURSE FORMAT: Individual, small-group, and large-group exercises; facilitated discussion, case studies


According to a 2017 survey of acquisition and contracting professionals:

70%of Federal acquisition and contracting leaders indicated that cybersecurity is critical to their role


33





Introduction to Agile Contracting for ITCourse 1041 | 1 day | $619


Backed by the Federal guidance outlined in the TechFAR Handbook and the Digital Services Playbook, this course showcases the value of adopting Agile practices for contracting. With an emphasis on real-world examples, this course highlights best practices for contracting using Agile throughout the acquisition lifecycle with the objective of saving time, reducing risk, and improving the quality of contracts.

Who Takes This Course: This course is intended for contracting personnel in the Federal Government and commercial sectors seeking to save time, reduce risk, and improve the quality of their contracts using Agile practices.

• Given an overview of Agile fundamentals, explain the benefits of applying Agile strategies to contracting

• Given realistic scenarios, determine best practices for using Agile strategies in contracting

COURSE TOPICS

Agile Fundamentals for Contracting

• Agile Concepts• Federal Guidance for Agile

Acquisition• Agile Project Contracting

Strategies

Best Practices for Agile Acquisitions

• Developing the Agile Contract• Executing the Agile Contract• What’s Ahead in Agile

Contracting


Aug 6, 2018 ................. Washington, DC Oct 22, 2018 ................ Washington, DC Mar 25, 2019 ............... Washington, DC May 28, 2019 .............. Washington, DC



Services• Course Level: Basic

CEU CREDITS: 0.6

CLP CREDITS: 8



• Information Technology (IT) Acquisition

• Cybersecurity for Contracting Professionals

• Agile Project Management for the Federal Environment

• Agile Requirements: Creating User Stories

COURSE FORMAT: Individual, small-group, and large-group exercises; lecture and discussion


Intermediate Agile Techniques for Contracting ProfessionalsCourse 1042 | 2 days | $799


This course focuses on how to use Agile-based project management techniques to accomplish the acquisition strategy and achieve the acquisition activities of a project. Participants will learn to employ these flexible acquisition techniques for both information technology (IT) and non-IT projects while adjusting to less rigid procurement policies and procedures.

Who Takes This Course: This intermediate-level course is for Federal acquisition and contracting personnel and others involved in the acquisition process who need to know how the U.S. Government is shifting its approach to the use of more adaptive procurement procedures and policies to support project completion by modular development methodologies.

• Describe Agile concepts and methodologies in the Federal acquisition environment

• Determine the acquisition and pricing strategies and techniques appropriate for Agile projects and programs

• Apply quality-focused acquisition methodologies in Agile projects and programs

• Determine the most effective methods to use when simplifying deliverables, choosing an acquisition vehicle, or meeting reporting and compliance requirements

COURSE TOPICS

Federal Agile Marketplace• Modular Development• Agile Marketplace and Market

Research

Federal Acquisition and Pricing Strategies for Modular Development

• Effective Acquisition Strategies for Agile

• Pricing Strategies and Techniques for Agile

Quality-Focused Acquisitions for Agile Projects

Existing Acquisition Vehicles


Aug 7-8, 2018.............. Washington, DC Oct 23-24, 2018 ........... Washington, DC Mar 26-27, 2019 .......... Washington, DC Jun 17-18, 2019 ........... Washington, DC



Services • Course Level: Intermediate

CEU CREDITS: 1.3

CLP CREDITS: 16

PREREQISITES:• None

SUGGESTED PREREQISITES:• Introduction to Agile Contracting

for IT

COURSE FORMAT: Individual, small-group, and large-group exercises, lecture, discussion, and case study


According to a 2017 survey of acquisition and contracting professionals:

of Federal acquisition and contracting leaders reported

Agile fundamentals as critical to their role

66%


34





LEARNING OBJECTIVES

90%

Information Technology (IT) AcquisitionCourse 1001 | 3 days | $859


The Federal Government will spend over $80 billion on information technology (IT) each fiscal year. Given the criticality of these IT systems (e.g., national health, security, economy), Federal agencies must get it right! This course covers planning, procuring, and managing IT acquisitions and also addresses special considerations such as accessibility and security. Participants will return to work ready to support future IT challenges within their agencies.

Who Takes This Course: This course is appropriate for personnel involved in the acquisition of information technology resources, including program, technical, financial, and contracting professionals.

• Explain the basis for IT acquisitions • Conduct mission and business planning, as well

as acquisition planning • Review established sources and determine which

can satisfy the agency’s need • Determine compliance with accessibility

requirements • Resolve intellectual property issues

COURSE TOPICS

Overview of IT Acquisition• IT Acquisition Laws, Regulations, and Policies• IT Acquisition Lifecycle

IT Acquisition Process: Planning for IT Acquisitions• Using Agency Strategy to Guide Your Decisions• Planning for IT Acquisitions• Acquisition Strategy, Plan, and Implementation• Developing Requirements Documents

IT Acquisition Process: Reviewing Contracting Methodologies and Options

• Selecting Alternatives That Satisfy the IT Need• Post Source Selection Actions

IT Acquisition Process: Contract Administration• Performance Measurement, Management, and

Improvements• Maintenance and Support




Sep 5-7, 2018 ..........................Tysons Corner, VA Oct 29-31, 2018 .......................Tysons Corner, VA Nov 13-15, 2018 .......................................Virtual Feb 11-13, 2019 .........................Washington, DC Mar 18-20, 2019 .......................................Virtual Jun 10-12, 2019 ..........................Washington, DC



CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Level I FAC-C• DAWIA Certified, Level I• Level II FAC-COR• Type B DoD COR Certified


Call 888.545.8575 for Private Group Training pricing. Based on IT Acquisition participant evaluations:

reported that this course was a worthwhile investment in their career

responded that they increased their knowledge by completing this course

76%


35





Appropriations Law for Contracting ProfessionalsCourse 1051 | 3 days | $859


With an emphasis on the underlying principles of appropriations law — purpose, time, and amount — this course reinforces the Government Accountability Office (GAO) Principles of Federal Appropriations Law (the Red Book) to ensure compliance with relevant laws and regulations. Through the use of realistic scenario-based activities, participants gain an understanding of their responsibilities and are provided with the critical information needed to make sound decisions concerning appropriated funds in the Federal Government.

Who Takes This Course: Contracting professionals who deal with funding in the Federal Government and seek to improve job performance.

• Identify and apply introductory appropriations law terminology and principles

• Determine the legal availability of appropriations based on purpose by applying the Purpose Law and Necessary Expense Doctrine to contracting and procurement actions

• Determine the legal availability of appropriations based on time by applying the Bona Fide Needs Rule to contracting and procurement actions

• Determine the legal availability of appropriations based on amount in contracting and procurement actions, avoiding violations of the Antideficiency Act (ADA)

• Identify key issues and special considerations for contracting related to ratification, interagency transactions, continuing resolution and real property

COURSE TOPICS

• Introduction to Appropriations Law

• The Purpose Rule• The Time Rule• The Amount Rule• Other Areas in Appropriations

Law



Sep 4-6, 2018 .............. Washington, DC Oct 22-24, 2018 ......................... Virtual Dec 3-5, 2018 .............. Washington, DC Feb 19-21, 2019 .......... Washington, DC Apr 22-24, 2019 ........................ Virtual Jun 17-19, 2019 ........... Washington, DC


NASBA CPE CREDITS: 24• Field of Study: Business Law• Course Level: Basic

CEU CREDITS: 1.9

CLP CREDITS: 24




Statement of Work (SOW) WorkshopCourse 1091 | 3 days | $859


The Statement of Work (SOW) can make or break an acquisition. Participants of this intensive, hands-on workshop will practice writing each part of the SOW. They also will 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? 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.

Who Takes This Course: This course is designed for individuals assigned to write or review SOWs.

• Analyze a mission need to determine the actual requirements

• Select an appropriate SOW type that satisfies the 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

COURSE TOPICS

• Overview of Statements of Work

• Defining the Requirement• Describing the Work in Detail• Writing the SOW• Living with Your SOW

CERTIFICATE PROGRAM(S): • Project & Program

Management



Jul 16-18, 2018 .......................... Virtual Aug 13-15, 2018 .......... Washington, DC Sep 17-19, 2018 .................Atlanta, GA Nov 26-28, 2018 ........................ Virtual Jan 22-24, 2019 ........... Washington, DC Mar 25-27, 2019 .......... Washington, DC May 28-30, 2019 ......... Washington, DC



CEU CREDITS: 1.9

CLP CREDITS: 24



• Writing a Performance Work Statement (PWS)

COURSE FORMAT: Pre-work assignment, lecture, discussion, exercises, and independent readings



36





LEARNING OBJECTIVES

Source SelectionCourse 1078 | 5 days | $1,169


Participants will obtain the knowledge and skills necessary to make sound source selection decisions using negotiated contracting procedures as prescribed in Federal Acquisition Regulation part 15. This training course addresses high dollar value, complex, or critical acquisitions necessitating a more structured source selection approach.

Who Takes This Course: This course is for personnel who are responsible for using FAR Part 15 source selection procedures to successfully select the contractor that provides the best value to the government.

• Describe the source selection process • Plan a source selection • Develop evaluation factors and scoring plans • Explain the process for preparing and issuing a

solicitation • Perform parts of the proposal evaluation process • Establish an appropriate competitive range and

conduct discussions • Recommend a source selection award decision to

the source selection authority

COURSE TOPICS

Source Selection Overview• Objective and Purpose of Source Selection• Source Selection Roles and Responsibilities• Steps in the Source Selection Process• Procurement Integrity

Source Selection Planning• Planning the Source Selection• Organizing and Staffing the SST• Selecting the Source Selection Methodology• Presolicitation Exchanges with Industry• Module Capstone: Source Selection Planning

Developing Evaluation Factors• Guidelines for Developing Evaluation Factors• Developing Noncost/Nonprice Evaluation Factors

Prepare and Issue the Solicitation• Solicitation Format• Preparing Proposal Instructions• Amendment of the Solicitation

Evaluation• Pre-Evaluation Activities• Evaluating Proposals• SSEB Evaluation Report• Module Capstone: Reviewing the SSEB Evaluation

Report

Competitive Range and Discussions• Exchanges between Offerors and the Government• Competitive Range• Conducting and Documenting Discussions

Selection and Award• Evaluating Final Proposals• Making and Documenting the Source Selection

Decision• Determining Contractor Responsibility• Notifying Unsuccessful Offerors and Conducting

Postaward Debriefings• Protests




Jul 16-20, 2018 ........................Tysons Corner, VA Aug 13-17, 2018 ................................ Denver, CO Sep 17-21, 2018 .........................Washington, DC Oct 29-Nov 2, 2018 .....................Washington, DC Nov 26-30, 2018 ...................... San Francisco, CA Dec 10-14, 2018 .........................Washington, DC Jan 7-11, 2019 ..........................................Virtual Jan 28-Feb 1, 2019 ........................... Phoenix, AZ Feb 25-Mar 1, 2019 ....................Washington, DC Mar 11-15, 2019 ................................Atlanta, GA Apr 15-19, 2019 .........................Washington, DC May 6-10, 2019 ........................................Virtual



CEU CREDITS: 3.2

CLP CREDITS: 40


SUGGESTED PREREQUISITES: • Introduction to Federal Contracting or FAC-C

Level I Certification or FAC-COR Level II Certification or DAWIA Contracting Level I DoD-COR Type B

RECOMMENDED FOLLOW-ON COURSES: • Cost and Price Analysis • Fundamentals of Overhead and Other Indirect

Cost Rates

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the upper-division baccalaureate degree category, 2 semester hours in Procurement, Contract Administration, Project Management, Purchasing Management, or Business Administration.



Based on course evaluations of Source Selection participants:

felt that this course was a worthwhile investment in their career

stated that this course improved their job performance

responded that they increased their knowledge by completing this course

78%

81%

90%


37





Advanced Source SelectionCourse 1012 | 3 days | $859


This course builds on participants’ knowledge of source selection by providing an in-depth discussion of the source selection process. The course focuses on the legal basis behind the source selection process, the elements associated with source selection planning, the development of evaluation factors and standards, properly conducting communications with offerors, determining the best value proposal, and conducting effective debriefings.

Who Takes This Course: This course is for contracting and noncontracting personnel who already have basic knowledge of the source selection process but are looking to further develop their skills through hands-on application and case studies.

• Explain the Congressional intent behind the source selection requirements of FAR Part 15

• Evaluate the effectiveness of a written source selection strategy

• Examine and critique evaluation factors and source selection instructions for a given requirement

• Critique a source selection team’s proposal evaluation process and recommend improvements

• Make a source selection award decision and justify your rationale

COURSE TOPICS

• Source Selection Policy• Source Selection Planning• Source Selection Instructions

and Evaluation Criteria• Source Selection Evaluations

and Communications• Source Selection Award


Management


Jul 16-18, 2018 ....................Denver, CO Aug 20-22, 2018 .......... Washington, DC Oct 9-11, 2018.......... Tysons Corner, VA Dec 17-19, 2018 .......... Washington, DC Feb 19-21, 2019 .......... Washington, DC Apr 8-10, 2019 ...................Atlanta, GA Jun 24-26, 2019 ........ Tysons Corner, VA


NASBA CPE CREDITS: 24• Field of Study: Finance• Course Level: Advanced

CEU CREDITS: 1.9

CLP CREDITS: 24

PREREQUISITES: • Source Selection• FAC-C Level II Certification


• Managing Contracting Organizations

• Project Management Principles • Critical Thinking for Problem Solving • Appropriations Law Seminar • Analytics Boot Camp

COURSE FORMAT: Lecture, discussion, and group exercises


Writing Performance Work StatementsCourse 1079 | 3 days | $859


Participants will determine requirements by developing high level objectives, tasks, performance standards, and inspection requirements. Participants will develop their performance work statement and quality assurance surveillance plan using the Acquisition Requirements Roadmap Tool (ARRT) developed by the Defense Acquisition University (DAU) and endorsed by the Federal Acquisition Institute (FAI). To facilitate a high level of learning, we encourage participants to bring a requirements development project from work.

Who Takes This Course: Designed for acquisition individuals and those working for companies who must write performance work statements.

• Explain the importance of the performance work statement and its role in the acquisition process

• Demonstrate preparing PWS artifacts using the Acquisition Requirements Roadmap Tool

• 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 lifecycle

COURSE TOPICS

• Performance Work Statement• Using ARRT• Project Vision• Requirements Definition• ARRT Work Products• Living with Your PWS


Management



Jul 9-11, 2018 .............. Washington, DC Aug 13-15, 2018 ........................ Virtual Sep 24-26, 2018 .......... Washington, DC Oct 9-11, 2018............. Washington, DC Oct 22-24, 2018 ......................... Virtual Dec 17-19, 2018 .......... Washington, DC Feb 19-21, 2019 .......... Washington, DC Mar 11-13, 2019 ........................ Virtual Apr 8-10, 2019 ......... Tysons Corner, VA Jun 3-5, 2019 ............... Washington, DC



CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • FAC-C or DAWIA Level I

Certification in contracting or Contracting Officer’s Representative Course


• Advanced COR Workshop • Developing the Independent

Government Cost Estimate • Market Research • Project Management Principles • Federal Contract Law

COURSE FORMAT: Lecture, discussion, demonstrations, videos, exercises, case studies, and independent readings



38





LEARNING OBJECTIVES

Best Value Source Selection Using TradeoffsCourse 1074 | 2 days | $799


This training course explores the procedural choices available to the government in achieving best value in negotiated procurements using the tradeoff process in accordance with Federal Acquisition Regulation (FAR) Part 15, and how these choices impact competing contractors.

Who Takes This Course: This course is designed for members of an acquisition team who expect to participate in a tradeoff source selection.

• Use the tradeoff method to select the best value offer for award

COURSE TOPICS

Introduction to Best Value Source Selection Using Tradeoffs

• Best Value• Basic Buying Processes• Comparison of Federal Government Processes• Policy Background for Obtaining Best Value• Rules for Obtaining Best Value• Are Tradeoffs Appropriate?

Acquisition Planning• Acquisition Planning Process• Deciding When the Tradeoff Process Is Appropriate• Organizing for Source Selection• The More You Know

Selecting Evaluation Factors• Responsibility for the Proposal Evaluation Plan• Latitude in Selecting Evaluation Factors and

Significant Subfactors• Ground Rules for Selecting Factors• Scoring Methods for the Tradeoff Process• Preparing the RFP• Evaluating Proposals Pursuant to the RFP• Evaluation Factors for the Ash-Laden Lake• Case Study: Key Personnel• Case Study: Mark-Up Alone

Evaluating Technical and Cost Proposals• Proposal Parts• Complex Requirements• Organizing for Proposal Evaluation• Proposal Evaluation Board Nominations• Instructing the Proposal Evaluation Board• Standard Formats• Proposal Evaluation Board Process• Cost Proposals• Cost Realism Analysis and Probable Cost• Case Study: No Score Change on Re-eval• Case Study: Only the Most Competitive to Present

Exchanges Other than Discussions• Notification of Intent in the RFP• Exchanges Involving Award without Discussions• Exchanges Prior to the Competitive Range• Discussions• Clarifications or Discussions?• Case Study: Equality?

Establishing the Competitive Range and Holding Discussions

• Establishing the Competitive Range• Holding Discussions• Proposal Revisions• Misleading Discussions?• Unequal Discussions?• Case Study: One is a Lonely Number• Case Study: The Canceled RFP• Case Study: More Misleading Discussions?

Selecting a Contractor for Award• Discretionary Power• Rationality and Consistency• Treating Cost in Tradeoff Source Selection• Cost-Reimbursement Contracting• Documentation• Independence of the Source Selection Authority• The Source Selection Decision• Selecting a Contractor for Award• The Lower Priced Award• Case Study: The High Cost Award• Case Study: Unstated Factors?• Case Study: Evaluation of Final Proposals

Notifications and Debriefings• Notifications• Debriefings

Protests• Definition of a Protest• Forums for Protest• Impact of Protests• Eligibility and Timeliness• Remedies



Sep 6-7, 2018 .............................Washington, DC Nov 14-15, 2018 .........................Washington, DC Mar 25-26, 2019 .........................Washington, DC Apr 24-25, 2019 .........................Washington, DC Jun 5-6, 2019 ..............................Washington, DC



CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Introduction to Federal Contracting • Contracting Officer’s Representative Course • CON 111: Mission Strategy Execution or CON

124: Contract Execution

RECOMMENDED FOLLOW-ON COURSES: • Source Selection • CON 280: Source Selection and the

Administration of Service Contracts

COURSE FORMAT: Lecture, discussion, practical exercises, case studies, and independent readings



39





LEARNING OBJECTIVES

Simplified Acquisition ProceduresCourse 1077 | 5 days | $1,169


This training course provides participants with an understanding of the simplified methods of procurement. It also provides a knowledge base that may support the increase of single purchase limits based on the criteria established by individual government agencies. Participants who have completed this training course but require warrant maintenance training should consider attending Simplified Acquisition Refresher or Advanced Simplified Acquisition Procedures.

Who Takes This Course: This course is designed specifically for individuals seeking a simplified acquisition warrant or FAC-C certification maintenance training.

• Discuss laws governing the use of required sources and simplified acquisitions

• Describe the responsibilities of participants in the process

• Evaluate purchase requests • Make source of supply decisions • Acquire supplies and services from established

sources or the open market • Apply socioeconomic policies and procedures • Administer purchase, task, and delivery orders

COURSE TOPICS

Overview• Definitions and Comparison of Terms• Applicable Laws and Regulations• Responsibilities and Authorities of Participants• Elements Essential to a Contract

Ethical Considerations• Standards of Ethical Conduct• Conflicting Financial Interests• Gifts and Gratuities• Restrictions on Obtaining and Disclosing Certain

Information• Organizational Conflicts of Interest

Planning for Simplified Acquisitions• Planning for Individual Acquisitions• Market Research• Key Elements to Be Addressed in Preparation and

Review of Purchase Requests

Required Sources• Priorities for Use of Government Supply Sources• Inventories of Requiring Agency• Excess Personal Property• UNICOR (Federal Prison Industries, Inc.)• Procurement List Maintained by the Committee

for Purchase From People Who Are Blind or Severely Disabled

• Ordering from UNICOR and AbilityOne Sources

Buying Through the General Services Administration• GSA Global Supply• GSA Schedules• GSA Advantage!• GSA Advantage! e-Buy

Other Established Sources• Other Wholesale Sources• Government Sources for Printing and Printed

Items• Other Existing Contracts

Using Open Market Sources• Formal Contracting Procedures• Publicizing Contract Actions• Deciding How Much Competition Is Adequate• Soliciting Sources• Handling Quotations• Evaluating Submissions• Negotiating the Purchase, Handling Other

Communications with Vendors, and Documenting the Transaction

Implementing Small Business Preference Programs• Small Business Procurement Goals• Considerations When Utilizing Small Business

Programs• Small Business Set-Asides for Simplified

Acquisitions• Contracting with SBA (the 8(a) Program)• HUBZone Program• Service-Disabled Veteran-Owned Small Business

Procurement Program• Women-Owned Small Business Program

Simplified Acquisition Ordering Methods• Governmentwide Commercial Purchase Cards

(GSA SmartPay 2 Program)• Blanket Purchase Agreement• SF 1449, Solicitation/Contract/Order for

Commercial Items• Purchase Order• Purchase Order-Invoice-Voucher, Standard Form 44• Indefinite Delivery Contracts• Imprest Funds/Third Party Drafts• Fast Payment Procedure

Additional Considerations Based on What is Being Bought

• Service Contracting• Acquiring Supplies• Sustainable Acquisition• Requirements for EIT Acquisitions• Acquiring Construction

Administration and Follow-Up• Follow-up Procedures for Ensuring Timeliness and

Adequacy of Delivery or Performance• Modification, Cancellation, and Termination• Payment and Closeout• Delivery and Task Orders Placed with GSA

Schedule Contractors


Jul 9-13, 2018 .............................Washington, DC Jul 16-20, 2018 .................................. Denver, CO Aug 6-10, 2018 ...........................Washington, DC Aug 20-24, 2018 .....................Oklahoma City, OK Sep 17-21, 2018 ......................Tysons Corner, VA Oct 15-19, 2018 ..........................Washington, DC Nov 5-9, 2018 ...................................... Dallas, TX Dec 10-14, 2018 ......................Tysons Corner, VA Jan 7-11, 2019 ............................Washington, DC Feb 25-Mar 1, 2019 ...........................Atlanta, GA Mar 18-22, 2019 .........................Washington, DC Apr 1-5, 2019 ................................... Phoenix, AZ Apr 15-19, 2019 .........................Washington, DC Apr 29-May 3, 2019 ......................... Portland, OR May 6-10, 2019 ..........................Washington, DC Jun 17-21, 2019 ................................. Denver, CO



CEU CREDITS: 3.2

CLP CREDITS: 40


RECOMMENDED FOLLOW-ON COURSES: • Simplified Acquisition Refresher • Advanced Simplified Acquisition Procedures

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the upper-division baccalaureate degree category, 2 semester hours in Business Administration, Procurement, Purchasing, or Public Administration.




40




LEARNING OBJECTIVES

Contract AdministrationCourse 1022 | 5 days | $1,169


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.

Who Takes This Course: This course is designed for individuals seeking to further their knowledge related to the administration of Federal contracts. CORs will find this course to be especially beneficial and will enable them to fulfill their continuous learning requirements for certification maintenance.

• 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

noncommercial item contracts • Close out contracts

COURSE TOPICS

Contract Administration Planning• Develop a Contract Administration Plan• Identify Personnel to Represent the Contracting

Officer

Postaward Orientation• Determine if Postaward Orientation is Necessary• Planning, Conducting, Preparing, Distributing, and

Documenting the Postaward

Subcontract Administration• Contractor Purchasing System Reviews• Small Business Subcontracting Plans• Privity of Contract

Performance Monitoring/Quality Assurance• Responsibilities of the Parties• Categories of Quality Requirements• Verifying, Documenting, and Resolving Problems

Delays In Performance• Develop the Government’s Position• Resolve Contractor Performance Problems Informally

Contract Modifications, Adjustments, Options, and Orders

• Steps for Processing a Modification• Options• Task and Delivery Orders and Basic Ordering

Agreements

Formal Remedies• Formal Remedies• Cure or Show Cause Notices• Liquidated Damages• Nonconforming Supplies or Services• Warranties• Fraud and Other Civil or Criminal Offenses• Actions to Take After Discovering Fraud

Disputes, Claims, and Terminations• Contract Disputes Statute• Recognizing Disputes• Alternative Dispute Resolution• Claims• Procedures for Claims• Termination

Administering Miscellaneous Terms and Conditions• Labor Policies, Laws, and Regulations• Government Property• Intellectual Property• Protection of the Environment• Drug-Free Workplace and Vehicle Operation Safety• Insurance• Security• Duty-Free Entry of Contract-Related Shipments

Financial Matters• Invoices, Securities, and Terms• Allowability of Costs• Payment of Indirect Costs• Limitation of Costs, Funds, or Total Payment Amount• Price and Fee Adjustments• Collecting Contractor Debts• Reviewing Cost Accounting Standards Disclosure

Statements

Contract Closeout• Verify that the Contract Is Physically Complete• Ensure Required Contract Actions Are Complete• Initiate Final Payment or Collect Overpayment

from the Contractor• Identify and Recommend Deobligation of Excess

Funds• Evaluate and Document Contractor Performance• Prepare Contract Completion Statement and

Dispose of Files



Jul 9-13, 2018 ....................................Atlanta, GA Jul 30-Aug 3, 2018 ......................Washington, DC Sep 24-28, 2018 ......................Tysons Corner, VA Oct 15-19, 2018 .............................San Diego, CA Dec 3-7, 2018 .............................Washington, DC Jan 7-11, 2019 ............................Washington, DC Feb 11-15, 2019 ......................Tysons Corner, VA Mar 11-15, 2019 ................................ Denver, CO Apr 1-5, 2019 .............................Washington, DC May 13-17, 2019 ...............................Seattle, WA Jun 17-21, 2019 ..........................Washington, DC



CEU CREDITS: 3.2

CLP CREDITS: 40


SUGGESTED PREREQUISITES: • Introduction to Federal Contracting• Contracting Officer’s Representative Course

RECOMMENDED FOLLOW-ON COURSES: • Changes Under Government Contracts • Federal Contract Law • Performance-Based Service Acquisition • Administration of Cost-Reimbursement

Contracts • Contract Claims

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in introduction to Business Administration, Construction Contracting, or Contract Administration.




41





LEARNING OBJECTIVES

Cost and Price AnalysisCourse 1030 | 5 days | $1,169


In this training course, participants will learn to perform price analysis and cost analysis to determine price reasonableness in accordance with the Federal Acquisition Regulation (FAR). Participants should have a good understanding of the Federal contracting process prior to taking this course. We recommend this course as an elective under the FAC-C Level I training requirements.

Who Takes This Course: This course is designed for personnel involved in establishing or modifying the price or cost of a government contract.

• Determine if pricing is fair and reasonable • Suggest modifications to price or cost to assure

reasonableness

COURSE TOPICS

Contract Pricing — An Overview• Identifying the Government’s Pricing Objective• Identifying Government Approaches to Contract

Pricing• Identifying Potential Participants in the Price

Analysis

Conducting Market Research for Price Analysis• Reviewing the Independent Government Estimate• Reviewing Acquisition Histories• Research Market Data• Using Market Research to Estimate Probable Price

Obtaining Offeror Information for Analysis• Requiring Data Other Than Certified Cost or

Pricing Data• Requiring Certified Cost or Pricing Data

Applying Price-Related Factors• Applying Assumed Administrative Cost Factors• Applying the Buy American Statute Criteria• Applying Government-Furnished Property Factors• Applying Transportation Cost Factors• Lease vs. Purchase• Price Evaluation Preference for HUBZone Small

Business Concerns• Determining Offered Price(s)• Evaluating Possible Award Combinations

Comparing Prices• Making Comparisons• Types of Comparisons

Calculating the Should-Pay Price• Price Index Numbers• Trend Analysis• Price-Volume Analysis• Cost Estimating Relationships• Ratio of Price to Estimated Direct Cost

Introduction to Cost Analysis• Cost• Cost Analysis

Contract Cost Principles• General Cost Principles on Allowability• Specific Cost Principles

Preparing for Cost Analysis• Collecting and Reviewing Available Data• Requesting and Analyzing Technical Support• Requesting and Analyzing Audit Support

Direct Labor Costs• Analyze Direct Labor Mix• Analyze Labor Hour Estimates• Analyze Wage Rate

Direct Material Costs• Proposed Direct Material Mix• Summary Cost Estimates• Detailed Cost Estimates• Major Subcontract Requirements

Indirect Costs• Importance and Composition of Indirect Costs• Indirect Cost Rates• The Indirect Cost Allocation Cycle

Profit or Fee• Identifying the Factors Affecting Profit/Fee Analysis• Developing an Objective Using the DoD Weighted

Guidelines• Developing an Objective Using the Department of

Transportation Structured Approach

Preparing for Negotiation• Tradeoff Analysis• Contract Type and Prenegotiation Objectives• Documentation


Jul 16-20, 2018 ...........................Washington, DC Sep 10-14, 2018 ................................Atlanta, GA Nov 26-30, 2018 ......................Tysons Corner, VA Feb 25-Mar 1, 2019 ....................Washington, DC Apr 22-26, 2019 ................................ Denver, CO



CEU CREDITS: 3.2

CLP CREDITS: 40


RECOMMENDED FOLLOW-ON COURSES: • Source Selection • Best Value Source Selection Using Tradeoffs

COURSE FORMAT: Lecture, discussion, and directed readings

REQUIRED MATERIALS: Participants must bring a calculator to class



42




LEARNING OBJECTIVES

Performance-Based Service AcquisitionCourse 1076 | 5 days | $1,169


The Federal Acquisition Regulation and agency policies encourage organizations involved in acquiring services to employ performance-based acquisition methods unless it is not appropriate for the given acquisition. This course embodies the Seven Steps to Performance-Based Services Acquisition.

Who Takes This Course: This course is designed for contracting personnel who work with program officials to plan, award, and administer performance-based service contracts.

• 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

COURSE TOPICS

Introduction to Performance-Based Service Acquisition

• Review of Service Contracting• What is Performance-Based Service Acquisition?• Key Performance-Based Service Acquisition Terms

Planning for Performance-Based Service Acquisition• Objectives of Acquisition Planning• The Acquisition Team• Market Research• Relationship Of Acquisition To Mission And

Performance Objectives• Importance Of Acquisition Planning• Developing the Acquisition Plan

Defining the Need• How a Need May Arise• Job Analysis• Benchmarking

Preparing the Performance Work Statement• Preparing a Requirements Document• PWS Considerations• Choosing A PWS Format• Language of Performance Work Statements• Reviewing the Performance Work Statement

Another Approach — Statement of Objectives• When to Use a Statement of Objectives• Format of a SOO• Due Diligence

Quality Assurance Surveillance Plan• Selecting the Method(s) of Surveillance• Identifying Sources of Surveillance Information• Establishing Schedules, Checklists, and Reports• QASP Content• Considerations in QASP Development

Finalizing the Source Selection Strategy• Determining Best Value• Methods of Contracting• Selecting Evaluation Factors• Stating the Evaluation Factors in the Solicitation• Scoring Plans• Preparing Proposal Instructions

Contract Formation• The Solicitation• Evaluating Offers• Oral Presentations• Organizational Conflicts of Interest• Contract Documentation

Contract Administration• Contract Administration Personnel• QASP Preparation or Review• Postaward Orientation• Contract Monitoring• Measuring and Reporting Contractor Performance• Compliance with Service Contract Labor

Standards Statute Requirements


Jul 16-20, 2018 .................................. Denver, CO Aug 13-17, 2018 ................................Seattle, WA Sep 10-14, 2018 .........................Washington, DC Oct 22-26, 2018 ..........................Washington, DC Nov 26-30, 2018 ............................... Phoenix, AZ Dec 3-7, 2018 ..........................Tysons Corner, VA Jan 14-18, 2019 ..........................Washington, DC Feb 4-8, 2019 ....................................Atlanta, GA Mar 4-8, 2019 ..........................Tysons Corner, VA Apr 22-26, 2019 .........................Washington, DC May 13-17, 2019 ...........................San Diego, CA Jun 24-28, 2019 ..........................Washington, DC



CEU CREDITS: 3.2

CLP CREDITS: 40


SUGGESTED PREREQUISITES: • Introduction to Federal Contracting; or

Contract Administration; or CON 112: Mission Performance Assessment

RECOMMENDED FOLLOW-ON COURSES: • Writing Performance Work Statements • Advanced COR Workshop • Statement of Work (SOW) Workshop

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in Procurement, Contract Administration, Purchasing Management, or Business.




43





LEARNING OBJECTIVES

Managing Contracting OrganizationsCourse 1403 | 5 days | $1,169


This workshop provides contracting managers with the skills needed to successfully manage their responsibilities in a contracting organization. Through self-assessments, case studies, individual and group activities, and action planning, participants identify ways to improve their personal managerial effectiveness. The workshop concludes with a capstone Personal Management Plan in which participants identify the primary goals they want to accomplish relating to the core responsibilities of the contracting manager.

Who Takes This Course: This course is designed for managers of contracting organizations at the GS-1102-Series, grades 11 through 15 that are or are about to be assigned management responsibilities over contracting organizations or supervisory contracting officers, or team leads.

• Outline the key skills and responsibilities expected of the contracting manager

• Explain effective strategies for leveraging leadership and management skills and techniques in the management of contracting organizations

• Determine the key aspects of performance management that support the development and retention of acquisition workforce talent

• Select appropriate leadership and interpersonal techniques to manage the development and retention of acquisition workforce talent

• Assess effective leadership and interpersonal techniques to manage cross-functional contracting teams

• Apply technical contracting knowledge and leadership skills to optimize acquisition outcomes

• Develop a Management Plan that directly addresses professional and organizational needs

COURSE TOPICS

Managing Contracting Organizations• Key Skills and Competencies of the Contracting

Professional• Contracting Manager Tasks and Responsibilities• Contracting Manager Competencies

Leverage Leadership and Management Skills• Relationship Between Leadership and

Management• Exceptional Leadership• Focus Areas for Leadership and Management• Focus Area: Self-Management• Focus Area: Organizational Awareness• Focus Area: Problem-Solving and Decision-Making• Creating an Impact as a Leader• Action Plan

Develop and Retain Contracting Workforce Talent• Overview of Performance Management• The Value of Performance Planning• Elements of Practical Performance Planning• Performance Planning Metrics• Performance Appraisals• Diagnosing Performance Challenges• Providing Effective Feedback• Assessing Development Needs and Identifying

Career Goals• Individual Development Plans• Supporting Employee Engagement• Action Plan

Support Cross-Functional Contracting Teams• Focus Area: Working in Teams• Leading Cross-Functional Teams• Building and Sustaining Team Trust• Communicating with Your Team• Focus Area: Building Relationships• Customer Service Skills• Cross-Functional Team Collaboration• Influencing Strategies• Action Plan

Optimize Acquisition Outcomes• Key Acquisition Outcomes• How to Optimize Key Acquisition Outcomes• Using Data in Contract Management• Making Data-Driven Decisions• Getting a Seat at the Table• Creativity and Innovation in Contracting• Action Plan

Capstone Management Plan• Part 1: Gather Your Action Plans• Part 2: Create Your Management Plan


Sep 17-21, 2018 .........................Washington, DC Nov 26-30, 2018 .........................Washington, DC Mar 11-15, 2019 .........................Washington, DC Apr 29-May 3, 2019 .................Tysons Corner, VA Jun 17-21, 2019 ................................. Denver, CO



CEU CREDITS: 3.2

CLP CREDITS: 40


RECOMMENDED FOLLOW-ON COURSES: • Engaging Leadership • Critical Thinking for Problem Solving • Decision Making • Resolving Conflict • Project Management Principles • Analytics Boot Camp • Internal Control: Meeting Federal

Requirements for Accountability

COURSE FORMAT: Individual and group activities; self-assessments; case studies; role-playing exercises; and action planning



44




LEARNING OBJECTIVES

Changes Under Government ContractsCourse 1019 | 3 days | $859


Change is inevitable on a Government contract. Therefore, it is in the Government’s best interest that all members of the acquisition team understand concepts such as scope, equitable adjustment, constructive changes, and unilateral and bilateral contract modifications. This course will ensure acquisition professionals grasp the concept, as well as the implications of the various types of contract changes on cost, schedule, and performance.

Who Takes This Course: This course is designed for personnel involved in the acquisition of information technology resources, including program, technical, financial, and contracting professionals.

• Determine if a change can be made to a contract• Determine what relief, if any, is due the contractor

COURSE TOPICS

Introduction to Changes• Overview• Purposes of the Changes Clause

How the Typical Changes Clause Works• Definitions• “Within General Scope”• Methods of Modification• Standard Form 30• Requirements for Change Order• The Typical Change

Contracting Officer’s Authority• Authority to Issue Changes• General Scope• Changes Outside the Scope of the Contract

Formal Changes• Issuance of Change Orders• Contractor’s Duty to Proceed in the Face of a

Change

Constructive Changes• Overview• Purpose of the Constructive Change Doctrine• Constructive Change Orders

Pricing the Equitable Adjustment• Pricing Changes — The Rules• Supplemental Agreements and Equitable

Adjustments• Steps to Take When Pricing Equitable Adjustments• A Pricing Approach• Alteration of Profit or Fee Pursuant to a Change• Other Modifications

Other Clauses that Invoke Change• Differing Site Conditions• Suspension of Work/Stop-Work Order• Delays and Time Extensions• Inspection and Acceptance• Warranties

Notification of Changes and Preserving Evidence in Complex Cases

• Notification of Changes• The Claim and the Contracting Officer


Sep 4-6, 2018 .............................Washington, DC Dec 10-12, 2018 ......................Tysons Corner, VA May 29-31, 2019 .....................Tysons Corner, VA



CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Level I FAC-C or DAWIA Certified or Level II

FAC-COR Certified or DoD Types B or C COR Certified

RECOMMENDED FOLLOW-ON COURSES: • Contract Administration • Managing Scope, Schedule, and Cost

COURSE FORMAT: Lecture, discussion, case studies, and independent readings



45





LEARNING OBJECTIVES

Developing the Independent Government Cost EstimateCourse 1125 | 3 days | $859


This course provides participants with step-by-step procedures for development of the independent government cost estimate. Participants will leave the course better prepared to accomplish this challenging and often frustrating task, whether for a new procurement of supplies or services or for a contract modification. Note: This training course does not cover construction cost estimating.

Who Takes This Course: This course is designed for technical personnel and others who are responsible for developing the IGCE.

• Explain the purpose of the IGCE• Describe the major elements of the cost estimate• Discuss the steps in the cost estimating process• Select appropriate estimating methods• Develop an IGCE

COURSE TOPICS

Independent Government Cost Estimate• The Importance of Cost Estimating• Some Factors Affecting Cost Estimates• Regulatory Requirements that Affect Independent

Government Cost Estimates

The Importance of the Requirements Document• Purpose of the Requirements Document• How the Requirements Document Affects the

Estimating Process• Relationship of Contract Type to Estimating• What is Being Purchased and Its Impact on

Estimating

Looking at Cost as an Element of the Estimate• Price-Volume Analysis• Using the Linear Price-Volume Relationship —

Algebraic Analysis• Using the Linear Price-Volume Relationship —

Graphic Analysis• Recurring and Nonrecurring• Allowable and Unallowable

Typical Elements of an Estimate• Adjustments to Material Quantities• Labor Costs• Other Direct Costs• Burden or Indirect Expenses• Facilities Capital Cost of Money• Profit/Fee• Three Major Steps in the Cost Estimating Process

Using Requirements Document as Estimate Starting Point

• Evaluate the Accuracy and Completeness of the Requirements Document

• Choose the Appropriate Estimating Method• Breaking the Requirements Document into Its

Constituent Cost Elements• Break Work into a Hierarchical Structure

Making the Estimate• Define the Scope of the Estimate• Establish Resources and Restrictions• Assess the Requirements Document• Make Assumptions• Collect Cost Data• Project the Cost Data• Document the Estimate

Evaluating the Estimate• Reviewing Estimate• Assess the Scope of the Estimate• Evaluate the Estimate Method• Document the Review

CERTIFICATE PROGRAM(S): • Federal Financial Management• Project & Program Management


Aug 1-3, 2018.............................Washington, DC Nov 5-7, 2018 .............................Washington, DC Feb 4-6, 2019 .............................Washington, DC May 28-30, 2019 ........................Washington, DC



CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Contracting Officer’s Representative Course


REQUIRED MATERIALS: Participants must bring a calculator to class



46




LEARNING OBJECTIVES

Federal Contract LawCourse 1047 | 5 days | $1,169


This comprehensive training course covers a full range of legal issues that frequently arise in Federal contracting. It sets out the principles that must be understood to ensure that all contracting actions are in accordance with the law, regulations, and legal precedents. Emphasis is placed on actual cases from the Comptroller General, the boards of contract appeals, and the courts.

Who Takes This Course: This training course is appropriate for contracting, program, and financial personnel who are involved in Federal contracting, as well as Federal contractors.

• Discuss the general principles of Federal contract law

• Describe the statutory and administrative control of funds

• Discuss ethical standards and impermissible business practices

• Explain socioeconomic policies associated with small businesses and labor standards

• Discuss contract formation issues and bid protests• Describe legal considerations associated with

postaward contract administration, claims, and terminations

COURSE TOPICS

Legal Framework• Elements Essential to a Contract• Sovereign Immunity• Authority• Estoppel• Waiver• Accord and Satisfaction (Settlement)• Choice of Law

Funding of Federal Contracts• The Budget Process• The Proper Use of Funds• The Antideficiency Act

Ethics, Business Practices, and Conflicts of Interest• Restrictions on Obtaining and Disclosing Certain

Information Statute• Other Laws and Regulations Regarding Ethical

Conduct• Business Practices• Organizational Conflicts of Interest

Socioeconomic Policies• Small Business and the Role of the Small Business

Administration• Small Business Preference Programs• Certificates of Competency• Domestic Products/Buy American Statute• Labor Standards• Environmental Policies• Energy- and Water-Efficient Products• Use of Recovered Materials and Biobased

Products• Environmentally Preferable Products and Services

Contract Formation Methods• Sealed Bidding• Competitive Negotiation• Exceptions to Full and Open Competition

Challenges By Unsuccessful Offerors• Agency• Government Accountability Office• Judicial

Postaward Contract Performance• Contract Modifications• Inspection, Acceptance, and Warranties

Termination Due to Inadequate Contractor Performance

• Principles of Termination Due to Inadequate Contractor Performance

• Default in Commercial Item Contracts• Default in Fixed-Price Contracts for Other Than

Commercial Items• Cost-Reimbursement Contracts (FAR 52.249-6)• Excusable Delay• Authority to Terminate• Anticipatory Repudiation• Repurchase• Bankruptcy• Other Rights and Remedies of the Government

Termination for the Convenience of the Government

• Overview• FAR Termination for Convenience Clauses• Procedures• Improper Termination Due to Inadequate

Contractor Performance• Improper Termination for Convenience• Settlement of Termination

Contract Claims and Litigation• Procedures Under the Contract Disputes Statute

and the Disputes Clause• Judicial Review by the Court of Appeals for the

Federal Circuit• Nonjudicial Remedies of the Government• Alternative Dispute Resolution• Attorney Fees

Fraud and Exclusion• False Statements• False Claims• Fraud Related to Contract Pricing Or Payments• Product Substitution• Program Fraud Civil Remedies Act of 1986• Debarment, Suspension, and Ineligibility


Sep 10-14, 2018 .................................. Dallas, TX Oct 22-26, 2018 ..........................Washington, DC Dec 3-7, 2018 .............................Washington, DC Mar 18-22, 2019 .........................Washington, DC May 6-10, 2019 .............................San Diego, CA Jun 24-28, 2019 ..........................Washington, DC



CEU CREDITS: 3.2

CLP CREDITS: 40


SUGGESTED PREREQUISITES: • Level I FAC-C or DAWIA Certified or Level II

FAC-COR or Type B DoD-COR Certified• Introduction to Federal Contracting

COURSE FORMAT: Lecture, discussion, case studies, and independent readings



47



We’ll help you navigate your journey with our DAU-equivalent courses. Follow the Training Course Guide for suggested courses to help you maintain your certification as well as meet your continuous learning requirements — making you an effective business advisor on your acquisition team.

Visit www.ManagementConcepts.com/FACC_DAWIA to see the entire list of FAC-C and DAWIA courses as well as course schedules and registration information.

KEYFAC-C or DAWIA Certification

Acquisition Professional Growth Courses

Professional Growth Courses

*Visit www.ManagementConcepts.com/FACC_DAWIA_LEVELS for the full list of FAC-C and DAWIA Certification courses required by level.

START

Ethics in Federal Contracting

Changes Under Government Contracts

Acquisition of Commercial Items

Simplified Acquisition Procedures

Leadership and Management Skills for Non-Managers

Critical Thinking for Problem Solving

Business Writing

1 year of experience + 80 CLPs every 2 years

LEVEL I COURSES*

Influencing Skills Introduction to Agile Acquisition

for IT


Project Management Essentials for

Non-Project Managers

ACQ 265: Mission-Focused

Services Acquisition

CON 244: Construction Contracting

ACQ 370: Acquisition Law

Advanced Leadership Skills and Techniques

From Tactical to Strategic Thinking

HR Essentials for Government Supervisors

Managing Stakeholder Expectations

and Relationships

2 years of experience + 80 CLPs every 2 years

LEVEL II COURSES*

4 years of experience + 80 CLPs every 2 years

LEVEL III COURSES*

Performance-Based Service Acquisition

Information Technology (IT)

Acquisition

Strategic Sourcing Workshop

Journey to Success for Contracting Professionals

TRAINING COURSEGUIDE

48

http://www.managementconcepts.com/FACC_DAWIA

http://www.managementconcepts.com/FACC_DAWIA_LEVELS


Develop a stronger understanding of your role and responsibilities in the acquisition process by following the Training Course Guide that meets your needs as a COR. Whether you are starting at Level I or you’re in the middle of Level III, our COR training courses will help you reach your objectives. Navigate through the journey to reach your certification and professional goals — while continuously enhancing your talents throughout every stage of your career.

Visit www.ManagementConcepts.com/COR to see the entire list of required FAC-COR and DoD-COR courses by level, as well as course schedules and registration information.


KEYCOR Professional Certification Requirements

Acquisition Professional Growth Courses


*We will work with your organization to design a Level III training program that meets your organization’s needs.

LEVEL I8 CLPs every 2 years

Statement of Work Workshop

Ethics in Federal Contracting

Basic (Level I) Contracting Officer’s

Representative Course

Grammar Refresher Business Writing Leadership and Management Skills for Non-Managers

Interpersonal Skills: Developing Effective

Relationships

START

Evaluating a Contractor’s Performance

Writing Performance Work Statements

Task and Delivery Order Contracting

Performance-Based Service Acquisition

Changes Under Government

Contracts



START


Supervising Employee Performance

HR Essentials for Government Supervisors

FAC-P/PM IT Core Plus Management

Competencies: Managing IT Projects

START

ACQ 370: Acquisition LawCOR Refresher

Advanced COR Workshop

ACQ 265: Mission- Focused Services

Acquisition

Contracting Officer’s Representative

Course

LEVEL II1 year of experience

+ 40 CLPs every 2 years

LEVEL III*2 years of experience

+ 40 CLPs every 2 years

Journey to Success for COR Professionals

49

http://www.managementconcepts.com/COR

AN

www.ManagementConcepts.com/Analytics

AnalyticsLeaders and decision-makers embrace professionals who bring analytical skills to their organization. Data analysis enables organizations to transform information into actionable insights that lead to mission success. Our courses provide the knowledge and skills you need to analyze data, derive conclusions, and provide data-driven recommendations to enable strategic decision-making within your organization.

5050

http://www.managementconcepts.com/Analytics

The information provided around planning presentations and presenting results was truly beneficial. It never occurred to me to outline or storyboard what I’m presenting.

PARTICIPANT FEEDBACK: Evaluating and Presenting Analysis Results (Page 55)Analytics Certificate Program

In an environment where funds are scarce and data is abundant, strong analytics can be the difference between success and failure of any project. Be prepared by enrolling in the Analytics Certificate Program today.


5151




LEARNING OBJECTIVES

Introduction to AnalyticsCourse 4601 | 3 days | $1,059


Learn to enable data-driven decisions that solve problems in your organization. This course introduces a 6-phase process model to conduct analysis projects and use basic analysis tools, with a focus on Excel. Using a real-world simulation, the course provides an opportunity to execute an analysis project from start to finish and learn how organizational objectives and program goals shape the process. This hands-on approach to an overview of analytics cultivates new skills immediately.

Who Takes This Course: This course is designed for individuals who need to develop a foundational understanding of how to use data analysis to solve problems in their organization.

• Identify each phase of the Analytics Process Model and its purpose

• Translate an 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 frequencies)

• Develop an outline for an executive summary in an analytical report

• Give a short briefing to present analysis results

COURSE TOPICS

Analytics: Solving Organizational Issues• What Is Analytics?• The Beer Game Simulation Exercise

Defining Effective Objectives for Analysis• Defining Organizational Objectives• Developing a Hypothesis• Creating Analytical Objectives• Stakeholder Analysis

Basic Quantitative Analysis Techniques• Levels of Measurement• What Is Central Tendency?• What Is Variation?• Descriptive Statistics and Excel’s Data Analysis

ToolPak

Visual Analysis Techniques• Data Visualization• Preparing Chart Data• Creating Graphs in Excel• Best Practices for Formatting Charts in Excel

Data Collection• Primary Data vs. Secondary Data• Primary Data: Surveys• Primary Data: Interviews

Presenting Your Results• Presentation Goals• Organizing the Presentation• Assessing Your Audience• Crafting the Message of the Presentation



Aug 8-10, 2018 ...........................Washington, DC Aug 27-29, 2018 ................................ Denver, CO Nov 5-7, 2018 .............................Washington, DC Feb 4-6, 2019 .............................Washington, DC Mar 4-6, 2019 .............................Washington, DC Jun 17-19, 2019 ..........................Washington, DC


NASBA CPE CREDITS: 24• Field of Study: Statistics• Course Level: Basic

CEU CREDITS: 1.9

CLP CREDITS: 24


RECOMMENDED FOLLOW-ON COURSES: • Data-Driven Decision Making • Data Visualization

COURSE FORMAT: Facilitator presentations, facilitated discussions, practical hands-on exercises (performed individually and in small and large groups), case study, computer applications, and application planning


ANALYTICS

52




LEARNING OBJECTIVES

Analytics Boot CampCourse 4650 | 5 days | $1,739


This course covers the in-depth knowledge and skills necessary for data analysis to gain strategic business insights. The course provides a foundation or refresher in analytics, including opportunities to practice data preparation, integration, statistical analysis, and presentation techniques using Microsoft Excel. With an eye to emerging applications for business problem-solving, the course incorporates data management principles and real-world analysis scenarios so participants can practice using software to collaborate and perform the most relevant analyses.

Who Takes This Course: This course is designed for professionals who seek formal training or a refresher course in foundational skills for data analytics.

• Explain the importance of data analysis and how to use Excel to analyze data for effective decision-making

• Use ranges, reference anchors, and data tables to increase efficiency when performing data analysis

• Demonstrate how to sort and filter data in order to identify the relevant information for problem-solving

• Use pivot tables to summarize data to quickly gain a better understanding of it

• Import data into Excel from a variety of sources • Use data retention and integration functions to

effectively manage your data • Use text manipulation functions to turn raw data

into usable data • Visualize data through analysis software • Use Excel to generate descriptive statistics and

interpret the data • Construct a frequency distribution to analyze data

and translate it into relevant information • Use probability to calculate the likelihood that

an event will occur and forecast how often an outcome will occur over a period of time

• Use sampling to avoid the potential for hidden bias in expressing statistical findings

• Calculate the correlation between two variables and make predictions using simple linear regression

• Use the data analysis features of Excel to assist in complex problem-solving

COURSE TOPICS

Introduction to Data Analysis• The Importance of Data Analysis• Using Excel for Data Analysis

Ranges, Anchoring, and Data Tables• Range References• Anchoring References• Named Ranges• Data Tables

Sorting and Filtering• Sorting Data• Filtering Data

Pivot Tables• Overview of the Pivot Table Tool• Creating a Pivot Table Report

Importing Data for Analysis• Importing Text Files for Analysis• Importing Data from a Database• Refreshing the Data

Data Retention and Integration• Curating and Retaining Data Sets• Data Integration• Linking Data between Sets• Data Integration Functions

Text Manipulation• Overview of Text Manipulation Functions• Using Text Manipulation Functions

Charting Data• Levels of Measurement• Introduction to Charting Data• Formatting Charts• Chart Types and Applications

Introduction to Statistics• Statistics Overview

Descriptive Statistics• Measures of Central Tendency• Measures of Variation• Analysis ToolPak Descriptive Statistics

Frequency Distribution• What Is a Frequency Distribution?• Creating Histograms

Probability• Probability in Practice• Counting Outcomes

Probability Distributions• Binomial Distribution• Normal Distribution

Statistical Sampling and Confidence Intervals• Overview of Statistical Sampling• Methods of Statistical Sampling• Statistical Error and Sample Size• Sampling Distribution of the Mean• Confidence Intervals

Correlation and Regression• Correlation Analysis and Applications• Linear Regression Analysis and Applications

Course Capstone• Capstone Exercise

CERTIFICATE PROGRAM(S): • Analytics• Federal Financial Management• Human Capital & Human Resources• Project & Program Management


Jul 9-13, 2018 ..........................Tysons Corner, VA Jul 16-20, 2018 .................................... Dallas, TX Jul 23-27, 2018 ...........................Washington, DC Jul 30-Aug 3, 2018 ......................Washington, DC Aug 6-10, 2018 .................................. Denver, CO Aug 13-17, 2018 .........................Washington, DC Sep 10-14, 2018 .........................Washington, DC Sep 17-21, 2018 .........................Washington, DC Sep 24-28, 2018 .........................Washington, DC Oct 22-26, 2018 ..........................Washington, DC Oct 29-Nov 2, 2018 .....................Washington, DC Nov 26-30, 2018 ................................Atlanta, GA Dec 3-7, 2018 .............................Washington, DC Jan 7-11, 2019 ............................Washington, DC Jan 28-Feb 1, 2019 .....................Washington, DC Feb 11-15, 2019 ......................Tysons Corner, VA Mar 4-8, 2019 ................................San Diego, CA Mar 11-15, 2019 .........................Washington, DC Mar 25-29, 2019 .........................Washington, DC Apr 1-5, 2019 ...................................... Dallas, TX Apr 15-19, 2019 .........................Washington, DC Apr 29-May 3, 2019 ....................Washington, DC May 20-24, 2019 ........................Washington, DC Jun 10-14, 2019 ..........................Washington, DC Jun 17-21, 2019 .................................Atlanta, GA


NASBA CPE CREDITS: 40• Field of Study: Statistics• Course Level: Basic

CEU CREDITS: 3.2

CLP CREDITS: 40


RECOMMENDED FOLLOW-ON COURSES: • Data Collection Techniques • Data Analysis and Modeling Techniques • Evaluating and Presenting Analysis Results • Analytics Capstone • Data Visualization • Data-Driven Decision Making

COURSE FORMAT: Facilitator presentations and demonstrations, facilitated discussions, practical hands-on exercises (performed individually and in groups), a video presentation, and a capstone activity


ANALYTICS

53





Data-Driven Decision MakingCourse 4604 | 2 days | $849


This course develops the skills necessary to interpret data to inform decision making. Participants will be able to apply a data-driven process to decision making, incorporating the larger business context and culture around risk and uncertainty. They will recognize social and organizational factors that influence stakeholder acceptance of data-driven conclusions. Using examples, participants will learn to arrive at a decision individually, as a team, or as an organization. This course provides opportunities to practice making data-driven decisions to achieve organizational goals and missions.

Who Takes This Course: Individuals who gather and analyze data or who make decisions based on data gathered by others.

• Recognize a process to effectively use data to make decisions

• Create a well-defined problem that leads to the analysis plan

• Integrate the problem, analysis plan, data collected, and analysis results to make a well-informed decision

• Justify the decision to stakeholders given the evaluation of alternatives

• Compare what you have learned in each module to the General Decision Support Model

COURSE TOPICS

• Overview of Data-Driven Decision Making

• Decision Drivers• Analyzing Data for Decisions• Determining Alternatives and

Presenting the Decision• Course Capstone

CERTIFICATE PROGRAM(S): • Analytics• Leadership & Management



Jul 12-13, 2018 ............ Washington, DC Aug 9-10, 2018 ....................Denver, CO Aug 23-24, 2018 .................Atlanta, GA Sep 13-14, 2018 .......... Washington, DC Oct 11-12, 2018 ........... Washington, DC Nov 13-14, 2018 .......... Washington, DC Dec 13-14, 2018 ........................ Virtual Feb 7-8, 2019 .............. Washington, DC Mar 14-15, 2019 ........................ Virtual Apr 15-16, 2019 ............. San Diego, CA May 8-9, 2019 .......... Tysons Corner, VA Jun 10-11, 2019 ......................... Virtual


NASBA CPE CREDITS: 16• Field of Study: Statistics• Course Level: Intermediate

CEU CREDITS: 1.3

CLP CREDITS: 16



• Analytics Boot Camp • Briefing and Presentation Skills • Data Collection Techniques • Data Visualization

HRCI CREDITS: 13

HRCI FIELD: Business

COURSE FORMAT: Individual and group exercises, lecture, discussion, and case study


Data VisualizationCourse 4606 | 2 days | $849


Learn the basics of the visual perception of data, how to select the most important elements within your data, and which chart types best convey those critical insights. In addition to best practices for creating visuals that aid in problem-solving, identify how to use visuals in dashboards, reports, and presentations to enable data-driven analysis and decision-making within your organization. The course includes a capstone experience which provides the opportunity to practice effective visuals that enable informed, data-driven decisions.

Who Takes This Course: This course is an entry-level course for those who are interested in or work with data sets for visual presentation.

• Describe the importance of data visualization for business intelligence and decision-making

• Identify purposes and uses of data visualization for the organization

• Analyze effective design practices for data visualization

• Compare and contrast performance measurement data using effective data visuals

• Use data visuals to convey distribution and relationships

• Construct effective data visuals to solve workplace problems

COURSE TOPICS

• Introduction to Data Visualization

• Designing Effective Data Visuals• Analyzing Trends and Patterns• Data Visualization Applications• Making Performance

Comparisons• Time Series Analysis• Problem-Solving with Data

Visualization

CERTIFICATE PROGRAM(S): • Analytics


Aug 23-24, 2018 .......... Washington, DC Aug 30-31, 2018 ..................Denver, CO Sep 6-7, 2018 .....................Atlanta, GA Oct 18-19, 2018 ........... Washington, DC Dec 19-20, 2018 .......... Washington, DC Feb 11-12, 2019 .......... Washington, DC Apr 8-9, 2019 .............. Washington, DC Jun 27-28, 2019 ........... Washington, DC



CEU CREDITS: 1.3

CLP CREDITS: 16



• Introduction to Analytics • Analytics Boot Camp • Briefing and Presentation Skills • Communicating Strategically • Critical Thinking for Problem Solving

COURSE FORMAT: Lecture, facilitated discussion, hands-on practical exercises, scenario-based analysis and problem resolution, systems-based application using Microsoft® Excel


ANALYTICS

54





LEARNING OBJECTIVES

Data Collection TechniquesCourse 4610 | 4 days | $1,659


Getting clean data for analysis, particularly in the context of your organization’s data management, is often the most difficult step. This course provides best practices to combat common obstacles in data collection. It includes strategies for identifying the best types of data to address your needs, methods for collecting primary and secondary data, and diverse research methods. It also provides the opportunity to apply these techniques in a real-world simulation.

Who Takes This Course: This course is designed for individuals who need to become skilled at gathering data for use in analysis projects.

• Identify needs before collecting data

• Select appropriate means of data collection

• Design a viable, cost-effective data collection plan

• Determine appropriate sample size

• Use secondary data to support studies and analyses

• Improve online data research methodologies

• Design high-quality surveys • Obtain relevant, useful

information through professional interviews and observations

COURSE TOPICS

• The Analytics Process Model• Understand the Organization

and Define the Problem• Research Designs and Data

Collection Methods• Planning the Data Collection

Project• Sampling• Exploratory Research:

Secondary Data• Exploratory Research:

Interviews• Descriptive Research: Surveys• Exploratory Data Analysis• Preparing the Data

CERTIFICATE PROGRAM(S): • Analytics• Federal Financial Management• Project & Program Management


Jul 9-12, 2018 .............. Washington, DC Aug 6-9, 2018.....................Atlanta, GA Aug 27-30, 2018 .......... Washington, DC Nov 26-29, 2018 ..................Denver, CO Dec 10-13, 2018 .......... Washington, DC Jan 14-17, 2019 ........... Washington, DC Apr 9-12, 2019 ............... San Diego, CA May 13-16, 2019 ......... Washington, DC



CEU CREDITS: 2.5

CLP CREDITS: 32


SUGGESTED PREREQUISITES: • Analytics Boot Camp


• Data Analysis and Modeling Techniques

• Evaluating and Presenting Analysis Results

COURSE FORMAT: Facilitator presentations, facilitated discussions, practical hands-on exercises (performed individually and in small and large groups), computer applications, and application-planning


Evaluating and Presenting Analysis ResultsCourse 4665 | 3 days | $1,289


Hone your ability to capture the value of your analysis and ensure decision-makers understand your results and their implications. This course focuses on assessing whether the results of your analysis meet program or organizational needs and objectives. It includes exercises for you to learn and apply the best methods for presenting your analysis results—in written and oral presentations—and communicate recommendations for your audience.

Who Takes This Course: This course is designed for individuals who need to learn how to communicate analysis results effectively and recommend solutions based on analysis results.

• Evaluate whether 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 result

• Give a briefing or presentation of analysis results to decision-makers

COURSE TOPICS

• Introduction to the Communication Phase

• Evaluating Your Analysis• Planning Your Presentation• Creating Visual Components• Selecting Visual Components• Presenting Your Results• Writing the Analysis Report

CERTIFICATE PROGRAM(S): • Analytics• Federal Financial Management• Project & Program Management


Jul 16-18, 2018 ......... Tysons Corner, VA Aug 13-15, 2018 ....... Tysons Corner, VA Oct 1-3, 2018 .............. Washington, DC Nov 13-15, 2018 .......... Washington, DC Feb 20-22, 2019 ....... Tysons Corner, VA Apr 10-12, 2019 .......... Washington, DC May 29-31, 2019 ......... Washington, DC Jun 24-26, 2019 .............. San Diego, CA


NASBA CPE CREDITS: 24• Field of Study: Communications and

Marketing• Course Level: Intermediate

CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Analytics Boot Camp• Data Collection Techniques


• Analytics Capstone• Data Analysis and Modeling

Techniques

COURSE FORMAT: Facilitator presentations, facilitated discussions, practical hands-on exercises (performed individually and in small and large groups), case study, computer applications, and application-planning


ANALYTICS

55






Data Analysis and Modeling TechniquesCourse 4615 | 4 days | $1,659


It is necessary to ensure data analysis results are applicable and relevant for your organization’s toughest questions by selecting proper analysis models and techniques. This course provides the tools you need to frame problems, the analytical techniques to generate and test hypotheses, and the skills to interpret the results into meaningful insights. The course includes a foundation in statistical techniques and process controls, applied in a real-world problem-solving simulation.

Who Takes This Course: This course is designed for professionals who need to interpret data to aid in organizational decision-making and problem-solving.

• Generate and test null and alternate hypotheses

• Select the appropriate technique for your analysis situation

• Evaluate how well an analysis meets organizational goals

• Use ANOVAs to evaluate differences between data sets

• Use simulation, sensitivity analysis, and other techniques to solve complex problems

• Explain relationships in data using regression analysis

• Use regression and other techniques to forecast probable events

COURSE TOPICS

• The Analytics Process Model• The Problem at PremaTech• Data Definitions and Analysis

Techniques• Descriptive Statistics• Statistical Hypothesis

Generation and Testing• Chi Square Test• t Test• Analysis of Variance (ANOVA)• Correlation• Regression• Forecasting• Simulation• Sensitivity Analysis• Statistical Process Control

CERTIFICATE PROGRAM(S): • Analytics• Project & Program Management


Jul 16-19, 2018 ............ Washington, DC Aug 20-23, 2018 .......... Washington, DC Sep 17-20, 2018 ....... Tysons Corner, VA Nov 26-29, 2018 .......... Washington, DC Jan 22-25, 2019 ........... Washington, DC Mar 18-21, 2019 .......... Washington, DC May 6-9, 2019 ............. Washington, DC


NASBA CPE CREDITS: 32• Field of Study: Statistics• Course Level: Advanced

CEU CREDITS: 2.5

CLP CREDITS: 32

PREREQUISITES: • Analytics Boot Camp

SUGGESTED PREREQUISITES: • Data Collection Techniques


• Analytics Capstone • Evaluating and Presenting Analysis

Results



Analytics CapstoneCourse 4625 | 5 days | $1,979


Sharpen your analytics skills by applying them in an iterative, structured educational setting where you receive in-time coaching on a case study-based workshop. This course provides the opportunity to work with real-life analysis problems while exercising your knowledge of analysis concepts and techniques. It presents a cumulative set of scenarios that prompts application of data collection, analysis, modeling, evaluating, and presenting skills.

Who Takes This Course: This course is designed for individuals who have completed a series of foundational analytics courses—or those with very strong data analytics skills—and seek to refine their skills by applying them to real-world issues while receiving expert guidance.

• Analyze a real-world scenario• Utilize data to understand

the situation and make recommendations

• Collect, integrate, and prepare data to be used in the analyses

• Select the techniques to be used in the analyses

• Decide what additional data are needed to support the analyses

• Draw conclusions from the analyses and make recommendations to decision-makers

• See the results of the decisions made from the analysis

COURSE TOPICS

• Welcome and Introduction• Analytical Skills Assessment

Exercise• Case Background• Rules of the Simulation

CERTIFICATE PROGRAM(S): • Analytics• Project & Program Management


Oct 15-19, 2018 ........... Washington, DC Feb 25-Mar 1, 2019 ..... Washington, DC Jun 3-7, 2019 ............... Washington, DC


NASBA CPE CREDITS: 40• Field of Study: Statistics• Course Level: Advanced

CEU CREDITS: 3.2

CLP CREDITS: 40

PREREQUISITES: • Analytics Boot Camp• Data Analysis and Modeling

Techniques

SUGGESTED PREREQUISITES: • Data Collection Techniques • Evaluating and Presenting Analysis

Results



ANALYTICS

56



Organizations seek professionals with strong analytical skills to make sound, data-driven decisions. Use the Training Course Guide below to start mapping your individual path to cultivating sought-after data analytics expertise. Begin with Introduction to Analytics and continue based on your personal career goals.

Visit www.ManagementConcepts.com/Analytics to learn more about Analytics courses, schedules, and registration information.

KEY

Analytics CoursesProfessional Growth Courses

*Analytics Certificate Program: Must complete five core courses and one elective course to fulfill program requirements.

Analytics Certificate Program Electives*

START

Analytics Boot Camp

Introduction to Analytics

Data Collection Techniques

Data Analysis and Modeling

Techniques

Evaluating and Presenting

Analysis Results

Analytics Capstone

Data-Driven Decision Making

Data Visualization

Briefing and Presentation

Skills

Leadership and Management

Skills for Non-Managers

Analytics Certificate Program Core Courses*

Journey to Success for Analytics Professionals


57

http://www.managementconcepts.com/Analytics

FM

www.ManagementConcepts.com/FinancialManagement

Financial ManagementSteadily-increasing scrutiny on how Federal agencies spend taxpayer money requires Federal financial management professionals to constantly refine their skills to foster accountability and transparency. Improve your ability to make informed decisions about managing government programs and implementing policies. Look to us to gain a foundational understanding of general financial management, or delve into more challenging content covering accounting, appropriations law, government auditing, internal control, and budgeting.

5858

http://www.managementconcepts.com/FinancialManagement

The expertise and engaging insights provided, combined with the real-world examples, helped me learn a tremendous amount of useful information!

PARTICIPANT FEEDBACK: Audit Boot Camp (Page 67)The Legislative Process:

Working with Congress

Learn to analyze the key players in the legislative process and their impact on your agency’s resources. (Page 72)

5959



LEARNING OBJECTIVES

Appropriations Law SeminarCourse 5111 | 4 days | $1,049


This course supports the correct usage of Federally appropriated funds to ensure compliance with relevant laws and regulations. Specifically, this course enables participants to determine the availability of appropriations as to purpose, time, and amount. Participants will learn to avoid Antideficiency Act violations, which can, in many cases, lead to negative audit and congressional reports.

Who Takes This Course: This course is designed for everyone who deals with money in the Federal government, including budget analysts, accountants, auditors, contracting officers, program managers, government purchase card holders and approving managers, and attorneys.

• Identify and apply the basic concepts and principles of appropriations law

• Determine the correct course of action when funds need to be reprogrammed or transferred or when laws are in conflict or unclear

• Determine the legal availability of appropriations based on purpose, applying the Purpose Law and Necessary Expense Doctrine

• Determine the legal availability of appropriations based on time, applying the Bona Fide Needs Rule

• Determine the legal availability of appropriations based on amount, avoiding violations of the Antideficiency Act (ADA)

• Identify what constitutes a legal obligation and its impact on appropriations law principles

• Describe the unique considerations for a continuing resolution

• Identify the terms under which accountable officials may be granted relief from financial responsibility

COURSE TOPICS

Introduction and Legal Framework• The Constitutional Power of the Purse• Statutory Interpretation• Appropriations and Related Terminology• More Guidance from the Red Book• Module Capstone: Case Studies for Introduction

and Legal Framework

Appropriations Available as to Purpose• The Purpose Law• Step 1—Logical Relationship• Step 2—Expenditure Must Not Be Prohibited• Step 3—Expenditure Not Provided For In Another

Appropriation

Appropriations Available as to Time• Time Rules• Severable and Nonseverable Services• Contracts and Time• Module Capstone: Case Studies for Appropriations

Available as to Time

Appropriations Available as to Amount• The Antideficiency Act• ADA Violation Consequences• Most Prone to ADA Violations• Methods to Prevent Violations• Additional Laws• Module Capstone: Case Studies for Appropriations

Available as to Amount

Other Appropriations Law Issues• Contracts and Obligations• Use of Interagency Reimbursable Orders• Special Considerations for a Continuing

Resolution• Accountable Officers• Module Capstone: Case Studies for Other

Appropriations Law Issues

CERTIFICATE PROGRAM(S): • Federal Financial Management



Jul 31-Aug 3, 2018 .............................Orlando, FL Aug 6-9, 2018.....................................Chicago, IL Aug 6-9, 2018.............................Washington, DC Aug 13-16, 2018 ..................... Virginia Beach, VA Aug 20-23, 2018 .........................Washington, DC Aug 28-31, 2018 .........................Washington, DC Sep 17-20, 2018 .........................Washington, DC Oct 1-4, 2018 .........................Oklahoma City, OK Oct 1-4, 2018 .............................Washington, DC Oct 16-19, 2018 ..........................Washington, DC Nov 5-8, 2018 .................................Huntsville, AL Nov 13-16, 2018 .........................Washington, DC Dec 10-13, 2018 ......................Tysons Corner, VA Jan 7-10, 2019 ............................Washington, DC Jan 22-25, 2019 ..........................Washington, DC Feb 19-22, 2019 ................................Atlanta, GA Feb 25-28, 2019 ..................................Austin, TX Feb 25-28, 2019 ................................ Denver, CO Feb 25-28, 2019 ............................San Diego, CA Mar 4-7, 2019 .............................Washington, DC Mar 18-21, 2019 ......................Tysons Corner, VA Mar 26-29, 2019 .........................Washington, DC Apr 1-4, 2019 ............................ New Orleans, LA Apr 8-11, 2019 ........................ San Francisco, CA Apr 8-11, 2019 ...........................Washington, DC Apr 15-18, 2019 ............................Las Vegas, NV Apr 23-26, 2019 ................................ Denver, CO Apr 30-May 3, 2019 ....................Washington, DC May 13-16, 2019 .....................Tysons Corner, VA May 20-23, 2019 ........................Philadelphia, PA Jun 10-13, 2019 .......................... San Antonio, TX Jun 17-20, 2019 ..........................Washington, DC Jun 18-21, 2019 ...........................Indianapolis, IN


NASBA CPE CREDITS: 32• Field of Study: Business Law• Course Level: Basic

CEU CREDITS: 2.5

CLP CREDITS: 32


RECOMMENDED FOLLOW-ON COURSES: • The Antideficiency Act • Appropriations Law for Revolving Funds and

Reimbursables • Appropriations Law Refresher and Update• DoD Fiscal Law Online Refresher • Fiscal Law in DoD

COURSE FORMAT: Lecture, group discussion, case studies, and exam


FINANCIAL MANAGEMENT

60




LEARNING OBJECTIVES

Appropriations Law Refresher and UpdateCourse 5157 | 2 days | $699


This course supports the correct usage of Federally appropriated funds to ensure compliance with laws and regulations by refreshing the participant’s knowledge of appropriations law basics and reviewing the latest changes and developments. Using recent GAO case decisions, the course explores hot-button issues to revisit the key concepts of appropriations law and identify changes in policy and their impact. The course also helps to maintain the participant’s ability to avoid Antideficiency Act violations. Note: This course is a refresher and update, not a substitute for the Appropriations Law Seminar.

Who Takes This Course: This course is designed for anyone who attended the Appropriations Law Seminar more than three years ago.

• Identify the legal framework supporting the legal use of funds in the Federal government

• Determine the legal availability of funds related to purpose based on long-standing and recent guidance, and Federal case studies

• Determine the legal availability of funds related to time based on long-standing and recent guidance, and Federal case studies

• Determine the legal availability of funds related to amount based on long-standing and recent guidance, and Federal case studies

• Determine the legal applications of other appropriations law topics based on long-standing and recent guidance, and Federal case studies

COURSE TOPICS

• Introduction and Legal Framework

• Purpose Law: Factors, Requirements, and Guidance

• Legal Availability of Funds as to Time

• Amount and Antideficiency Act Violations

• Obligation, Continuing Resolutions, and Accountable Officers




Jul 9-10, 2018 ............................ Virtual Jul 19-20, 2018 ............ Washington, DC Aug 13-14, 2018 ........................ Virtual Sep 13-14, 2018 .......... Washington, DC Oct 15-16, 2018 ......................... Virtual Nov 19-20, 2018 .......... Washington, DC Dec 10-11, 2018 ........................ Virtual Jan 31-Feb 1, 2019 ...... Washington, DC Mar 7-8, 2019 .............. Washington, DC Apr 8-9, 2019 ............................ Virtual May 6-7, 2019 .......... Tysons Corner, VA Jun 3-4, 2019 ............... Washington, DC Jun 6-7, 2019 .......................Denver, CO Jun 17-18, 2019 ..................Atlanta, GA


NASBA CPE CREDITS: 16• Field of Study: Business Law• Course Level: Update

CEU CREDITS: 1.3

CLP CREDITS: 16

PREREQUISITES: • Appropriations Law Seminar



Appropriations Law for Revolving Funds and ReimbursablesCourse 5147 | 2 days | $699


This course supports compliance with the legal requirements for government business transactions, including interagency transactions such as reimbursables and revolving funds, as well as other government business-like activities, such as user charges. The course covers the requirements of Chapter 12 from Volume 3 of the GAO Principles of Federal Appropriations Law (the Red Book) and OMB Circular A-25, User Charges.

Who Takes This Course: This course is designed for anyone familiar with the basic tenets of appropriations law who deals with interagency transactions (reimbursables and revolving funds) and other government businesslike activities (user charges).

• Apply the three tests that determine the legal availability of appropriated funds

• Describe the Economy Act and its requirements for interagency transaction payments and costs

• Differentiate between services which may and may not be performed as interagency transactions

• Describe and apply the account adjustment statute

• Discuss the characteristics of revolving funds

• Account for augmentation, impairment, and property depreciation issues for revolving funds

• Describe and apply intragovernmental business rules and assisted acquisition policies and procedures

• Determine the legality of and method for charging a user fee

• Discuss the characteristics of a NAFI

COURSE TOPICS

• Appropriations Law Review• Interagency Transactions• Revolving Funds• User Charges• Nonappropriated Fund

Instrumentalities (NAFIs)



Aug 15-16, 2018 .......... Washington, DC Nov 15-16, 2018 .......... Washington, DC Mar 4-5, 2019 .............. Washington, DC Jun 3-4, 2019 ............... Washington, DC



CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Accounting for Revolving Funds and

Reimbursables• Appropriations Law Seminar




61






Fiscal Law in DoDCourse 5511 | 2 days | $699


This course supports the correct usage of Federally appropriated funds within the DoD to ensure compliance with relevant laws and regulations. Specifically, this course enables participants to determine the availability of appropriations as to purpose, time, and amount. Participants will also learn how to avoid Antideficiency Act violations, which can, in many cases, lead to negative audit and congressional reports.

Who Takes This Course: Participants will be budget analysts, auditors, contracting officers, program managers, and all departmental accountable officials working for or with DoD who need to know the exceptions and constraints that apply to DoD only.

• Identify and categorize exceptions, flexibilities, and constraints faced by DoD with regard to the legal availability of appropriated funds

• Apply the appropriation funding principles to specific appropriations

• Apply DoD funding principles and obligation rules

• Apply funding principles and obligations rules to DoD Antideficiency Act (ADA) cases

• Recognize what constitutes a legal obligation

• Describe the terms under which accountable individuals may be granted relief from financial responsibility

COURSE TOPICS

Chart Booklet• Building Background• Legal Framework for Fiscal Law• Determining Legal Availability

for Proper Purpose• Using the Correct Appropriation• Legal Availability of

Appropriations as to Time• Funding Policy• Obligation of Funds in DoD• Military Construction• Liability and Relief for DoD

Accountable Individuals• Fiscal Law Research Tools

Case Book• Discussion Cases• Purpose Cases• Time Cases• Obligation/Reimbursable Cases• MILCON Cases• Accountable Individuals



Aug 16-17, 2018 .......... Washington, DC Feb 4-5, 2019 .............. Washington, DC Apr 4-5, 2019 .............. Washington, DC



CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Appropriations Law Seminar


• Appropriations Law Refresher and Update

• PPBE Workshop: Defense Planning, Programming, Budgeting and Execution

• The Antideficiency Act



The Antideficiency ActCourse 5127 | 2 days | $699


This course provides participants with an overview of the provisions of the Antideficiency Act (ADA). Participants will understand legal provisions regarding the acceptance of gifts, travel benefits, and other illegal augmentations to an appropriation.

Who Takes This Course: This course is designed for anyone who deals with funding authority in the Federal government or military, including disbursing officers, certifying officers, accountable officers, auditors, budget analysts, accountants, contracting officers, program managers, and attorneys.

• Describe the appropriations process and terms surrounding ADA violations

• Describe ADA violations and reporting

• Apply principles in appropriation of outside sources

• Understand investigation requirements for ADA violations

COURSE TOPICS

• Overview of the Antideficiency Act (ADA)

• Appropriations• Investigating and Reporting

Violations• Augmentation




Jul 16-17, 2018 .......................... Virtual Aug 13-14, 2018 .......... Washington, DC Oct 18-19, 2018 ........... Washington, DC Nov 13-14, 2018 ........................ Virtual Jan 31-Feb 1, 2019 .................... Virtual Mar 14-15, 2019 .......... Washington, DC May 6-7, 2019 ........................... Virtual May 30-31, 2019 .................Denver, CO Jun 13-14, 2019 ........... Washington, DC



CEU CREDITS: 1.3

CLP CREDITS: 16

GAGAS CPE CREDITS: 16


SUGGESTED PREREQUISITES: • Appropriations Law Seminar


• Budget Formulation • Budget Execution • Internal Control: Meeting Federal


COURSE FORMAT: Lecture, group discussion, class exercises, case studies, and exam



62



No matter your role in the acquisition process — gain the knowledge you need to appropriate funds and remain compliant.

Our suite of courses covers the entire Red Book!

The Antideficiency Act ..............................................................................Course 5127

Appropriations Law for Contracting Professionals ...........................Course 1051

Appropriations Law for Federal Grants ................................................Course 2045

Appropriations Law for Revolving Funds and Reimbursables ........Course 5147

Appropriations Law Refresher and Update .........................................Course 5157

Appropriations Law Seminar ...................................................................Course 5111

Federal Assistance Law .............................................................................Course 2046

Fiscal Law in DoD .......................................................................................Course 5511

One RED Book.One Resource.

www.ManagementConcepts.com/AppsLaw

63

http://www.managementconcepts.com/AppsLaw











LEARNING OBJECTIVES

Internal Control: Meeting Federal Requirements for AccountabilityCourse 5112 | 4 days | $1,049


This course helps participants build the skills needed to ensure agency compliance with requirements under the relevant laws and regulations, including the Federal Managers’ Financial Integrity Act (or Integrity Act), GAO Standards of Internal Control, and OMB Circular A-123. Additionally, participants will develop a strong foundation in how to build and assess controls.

Who Takes This Course: This course is designed for program and project managers, supervisors, and staff in all disciplines and at all levels, including internal review staff. It is essential for unit managers and anyone involved in the annual assessment of internal controls required by the Integrity Act.

• Describe the need for agency internal control • Use the Government Accountability Office’s (GAO)

Internal Control Standards to create an effective internal control system

• List the governing authorities that apply to internal control and how they apply to the overall internal control process

• Describe risk in the Federal government • Use Enterprise Risk Management (ERM)

guidelines to identify the impact of risk on strategic goals

• Explain how internal controls are tested in an internal control review (ICR)

• Explain requirements and steps for developing and tracking a corrective action plan (CAP)

• Identify and report internal control deficiencies • Prepare an outline that includes a key control area

or risk, control objective statement, flowchart, and test control plan

COURSE TOPICS

Understanding Internal Control• What Are Internal Controls?• Why Internal Controls Are Important• The Fundamental Components of Internal

Controls• Internal Controls and Management• Module Capstone: Explaining the Need for

Internal Controls

GAO’s Internal Control Standards• The GAO Standards• Applying the GAO Standards• Using GAO Guidance

Legal Requirements and the Internal Control Process

• Internal Control Mandates• The Internal Control Requirements of the Integrity

Act• Guidance for Federal Managers• How Internal Control Is Assessed

Risk in the Federal Government• Understanding Risk• The Three Major Types of Risk• The Relationship between Risk and Internal

Control• The Risk Management Process

Enterprise Risk Management• Understanding Enterprise Risk Management

(ERM)• Main Elements of an Enterprise Risk Management

Program

The Internal Control Review (ICR)• Understanding Internal Control Reviews• The Major Steps in an ICR

Corrective Action Plans• Take Corrective Actions• Track Internal Control and Corrective Action Plans

Internal Control Reporting: Legal, Regulatory, and Agency Requirements

• Prepare Reports on Results

Course Capstone: Addressing Your Workplace Control Area or Risk

• Capstone Exercise: Addressing Your Workplace Control Area or Risk




Jul 9-12, 2018 .................................... Denver, CO Jul 9-12, 2018 .............................Washington, DC Jul 30-Aug 2, 2018 ......................Washington, DC Aug 27-30, 2018 .......................................Virtual Sep 10-13, 2018 .........................Washington, DC Oct 15-18, 2018 .......................Tysons Corner, VA Oct 16-19, 2018 ........................................Virtual Nov 13-16, 2018 ............................San Diego, CA Nov 27-30, 2018 .........................Washington, DC Dec 11-14, 2018 .......................................Virtual Jan 14-17, 2019 ..........................Washington, DC Jan 22-25, 2019 ........................................Virtual Feb 4-7, 2019 .............................Washington, DC Mar 18-21, 2019 ................................Atlanta, GA Apr 1-4, 2019 .............................Washington, DC Apr 22-25, 2019 .........................Washington, DC Apr 30-May 3, 2019 ..................................Virtual May 13-16, 2019 ................................Chicago, IL May 20-23, 2019 .................................Austin, TX Jun 3-6, 2019 ..............................Washington, DC Jun 10-13, 2019 .......................Tysons Corner, VA Jun 17-20, 2019 ........................Albuquerque, NM


NASBA CPE CREDITS: 32• Field of Study: Auditing• Course Level: Basic

CEU CREDITS: 2.5

CLP CREDITS: 32


RECOMMENDED FOLLOW-ON COURSES: • Auditing Fundamentals in the Federal

Environment • Internal Control Over Financial Reporting • The Antideficiency Act




64




LEARNING OBJECTIVES

Overview of Internal Control GuidanceCourse 5108 | 1 day | $459


This course supports an organization’s ability to effectively control financial resources; meet legal and regulatory obligations; and minimize the risk of fraud, waste, and abuse. Participants are provided with an overview of what is needed to support an organization’s compliance with requirements under the relevant laws and regulations, including the Federal Managers’ Financial Integrity Act (or Integrity Act), GAO’s Standards of Internal Control, and OMB Circular A-123.

Who Takes This Course: This course is designed for anyone who wants to gain a general understanding of internal control.

• Describe the need for agency internal controls

• Discuss what is necessary to remain in compliance with GAO standards and all relevant laws and regulations

• List the governing authorities that apply to internal controls and how they apply to the overall internal control process

• Discuss risk in the Federal government and the roles of risk assessment and risk management


• Explain requirements and steps for developing and tracking a corrective action plan (CAP)

• Identify and report internal control deficiencies

COURSE TOPICS

• Understanding Internal Controls• GAO Internal Control Standards• Legal Requirements and the

Internal Control Process• Risk Assessment• Conducting an Internal Control

Review• Corrective Action Plans• Internal Controls Reporting:

Legal, Regulatory, and Agency Requirements




Jul 13, 2018 ................. Washington, DC Aug 2, 2018 ................. Washington, DC Oct 5, 2018 .................. Washington, DC Dec 14, 2018 ............ Tysons Corner, VA Jan 7, 2019 ................................ Virtual Feb 20, 2019 ............... Washington, DC Apr 19, 2019 ............... Washington, DC May 13, 2019 .............. Washington, DC Jun 14, 2019 ................ Washington, DC Jun 28, 2019 ................ Washington, DC


NASBA CPE CREDITS: 8• Field of Study: Auditing• Course Level: Overview

CEU CREDITS: 0.6

CLP CREDITS: 8



• Auditing Fundamentals in the Federal Environment

• Internal Control Over Financial Reporting

• The Antideficiency Act

COURSE FORMAT: Lecture, group discussion, class exercises, and exam


Internal Control Over Financial ReportingCourse 5812 | 3 days | $859

CLASSROOM VIRTUAL PRIVATE GROUP TRAINING

This course supports compliance with the laws and regulations that are designed to ensure the reliability and accountability of financial information contained in the financial statements and reports through the implementation of an internal control program. Effective internal control is the first line of defense against waste, fraud, abuse, and mismanagement, and helps to ensure an entity’s mission is achieved in the most effective and efficient manner.

Who Takes This Course: Participants will be those from the Office of the Chief Financial Officer and other supporting offices who participate in the assessment of ICOFR and are looking to better understand their roles and responsibilities.

• Understand and apply a structured and systematic approach to ICOFR

• Define and explain the relevant terminology, concepts, and requirements

• Identify the roles and responsibilities of the participants in the ICOFR process

• Explain relationships between the key programmatic and financial stakeholders

• Implement an ICOFR program • Prepare a documented and

supported Statement of Assurance on ICOFR

COURSE TOPICS

• Internal Control Legislative Requirements

• Roles of the Government Accountability Office (GAO)

• Roles and Responsibilities of the Office of Management and Budget (OMB)

• Planning the Assessment• Evaluating Internal Control at

the Entity Level• Evaluating Internal Control at

the Process Level• Testing at the Transaction Level• Concluding, Reporting, and

Correcting Deficiencies and Weaknesses



Jul 11-13, 2018 ............ Washington, DC Nov 5-7, 2018 .............. Washington, DC Mar 4-6, 2019 .............. Washington, DC Apr 29-May 1, 2019 ..... Washington, DC


NASBA CPE CREDITS: 24• Field of Study: Auditing• Course Level: Intermediate

CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Preparing Federal Financial

Statements Using the U.S. Standard General Ledger




65




Management Concepts has you covered!OUR MAPPED COURSES SPAN SEVEN CURRICULUM AREAS:

Grants & AssistancePages 86 - 103

Leadership & ManagementPages 114-133

Project & Program ManagementPages 134 - 157

LEARN MORE | www.ManagementConcepts.com/DoD

Financial ManagementPages 58 - 85

Acquisition & ContractingPages 6 - 49

Looking to achieve and maintain your DoD FM Certification?

With more than 100 courses mapped to the DoD FM Certification Program…

AnalyticsPages 50-57

Human Capital & Human ResourcesPages 104 - 111

66

http://www.managementconcepts.com/DoD

http://www.managementconcepts.com/dod



LEARNING OBJECTIVES

Audit Boot CampCourse 5820 | 5 days | $1,149


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. Additionally, this course supports the development of the critical thinking skills required of an efficient and effective auditor.

Who Takes This Course: This course is designed for new auditors who want an intensive introduction to government auditing and those looking to build a strong foundation of knowledge of government auditing.

• Describe the major types of audits and the phases for each audit type

• Explain government auditor roles and their responsibilities

• Summarize the unique ethical environment which impacts government auditor’s work

• Apply the most current Generally Accepted Government Auditing Standards (GAGAS) and the Office of Management and Budget (OMB) circulars

• Apply commonly accepted risk management and internal control concepts when performing audits

• Apply skills and methodologies for auditing, including various analytical tools

• Apply data gathering and analytical techniques for compiling sufficient evidence

• Develop findings, including development of condition, cause, criteria, effect, and recommendations

• Develop action-oriented recommendations

• Prepare and present audit briefings

COURSE TOPICS

• Auditing: First Look• Auditors, Auditing, and the

Government Environment• Types of Audits, Auditing

Standards, and the Phases of Audits

• Review of Internal Control• Data Gathering, Analysis, and

Evidence• Synthesizing and Presenting

Results



Jul 30-Aug 3, 2018 ...............Denver, CO Aug 13-17, 2018 .......... Washington, DC Oct 22-26, 2018 ........... Washington, DC Jan 28-Feb 1, 2019 ...... Washington, DC Mar 25-29, 2019 .......... Washington, DC Apr 8-12, 2019 ..........San Francisco, CA May 13-17, 2019 ................Atlanta, GA Jun 17-21, 2019 ........... Washington, DC


NASBA CPE CREDITS: 40• Field of Study: Auditing

(Governmental)• Course Level: Basic

CEU CREDITS: 3.2

CLP CREDITS: 40



• 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, class exercises, case studies, and exam


Auditing Fundamentals in the Federal EnvironmentCourse 5882 | 2 days | $699


This course addresses Generally Accepted Government Auditing Standards (GAGAS) for audits that may be applied at the Federal, state, and local agency levels. Participants will learn the types and phases of audits, and gain better understanding of legislative requirements and other guidance pertaining to audits.

Who Takes This Course: This course is designed for Federal, state, and local agency personnel whose programs and/or operations are subject to financial statement audits, attestation engagements, and/or performance audits performed in accordance with Generally Accepted Government Auditing Standards (GAGAS) as well as those who want to understand more about how audits are performed.

• Describe the laws, regulations, and other basic requirements for audits in the government environment

• Describe the standards, approaches, and techniques government auditors follow

• Describe the various types of audits

• Identify the types of evidence • Describe how effective audit

recommendations are needed to facilitate corrective actions

• Collaborate with the audit team to take effective corrective actions, if needed

• Develop positive auditee/auditor relationships that enhance communication and help ensure audit reports contribute to program and operational improvements

COURSE TOPICS

• Laws and Other Requirements for Audits

• Auditing Basics• Financial Statement Audits• Attestation Engagements• Performance Audits• The Auditor-Auditee

Relationship




Aug 23-24, 2018 .......... Washington, DC Nov 8-9, 2018 .............. Washington, DC Jan 10-11, 2019 ........... Washington, DC Apr 22-23, 2019 .......... Washington, DC May 20-21, 2019 .................. Austin, TX Jun 13-14, 2019 ........ Tysons Corner, VA




CEU CREDITS: 1.3

CLP CREDITS: 16



• Audit Boot Camp • Federal Financial Statement Audits • Internal Control: Meeting Federal

Requirements for Accountability • Performance Auditing • Preparing Federal Financial

Statements Using the U.S. Standard General Ledger

• Preparing High-Impact Audit Reports




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Performance AuditingCourse 5888 | 3 days | $859


This course focuses on critical planning aspects, techniques for conducting performance audits, and standards and techniques for reporting audit results. The course uses a case study that allows participants to consider planning factors, frame research questions, and determine how best to collect data. A design matrix tool is presented that can assist auditors in their planning efforts.

Who Takes This Course: This course is designed for Federal, state, and local auditors who need to plan and conduct performance audits in accordance with Generally Accepted Government Auditing Standards (GAGAS) and government personnel who expect to be the subject of performance audits.

• Summarize current performance auditing standards and terminology

• Summarize and defend performance audit planning efforts and strategies

• Apply techniques for conducting performance audits

• Discuss performance audit results and recommendations based on the elements of a finding

• Outline the requirements and standards for reporting on performance audits

• Relate results-oriented laws and initiatives to performance audits

COURSE TOPICS

• Performance Auditing Basics• Planning Performance Audits• Conducting Performance Audits• Reporting on Performance

Audits• Impact of Results-Oriented

Laws & Initiatives on Performance Audits



Jul 30-Aug 1, 2018 ....... Washington, DC Oct 15-17, 2018 ........... Washington, DC Feb 13-15, 2019 .......... Washington, DC Apr 17-19, 2019 .......... Washington, DC May 22-24, 2019 .................. Austin, TX




CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Prior experience with performance

audits or financial statement audits—whether on the job or in the classroom—is essential for successfully completing the course.

• Auditing Fundamentals in the Federal Environment


• Federal Financial Statement Audits • Preparing High-Impact Audit

Reports



Forensic Auditing: Detection and Prevention of FraudCourse 5830 | 3 days | $859


Every organization faces the risk of financial loss due to fraud, but maintaining an effective audit function can help mitigate that risk. This course supports auditors maintaining their thorough knowledge of fraud detection and prevention to effectively fulfill their mission. Maintaining an in-depth knowledge of fraud and how it can be detected and prevented is essential to maintaining the financial integrity of any organization, large or small.

Who Takes This Course: This course is designed for auditors at any level of government as well as program managers and financial managers responsible for eliminating waste, fraud, and abuse in Federal programs.

• Explain the increasing importance of fighting fraud within the Federal government, the functions a forensic audit serves, and the various roles the auditor must assume in conducting a forensic audit

• Explain the Federal laws, auditing standards, and control techniques that are relevant to a forensic audit, and decide upon appropriate control measures to counteract fraud occurrences

• Explain common fraud schemes, and apply the best internal control measures to counteract the fraud risk

• Identify indicators for heightened fraud risk and assess risks present through internal control deficiencies

• Apply various evidence-gathering techniques used to detect fraud

• Describe the job of a forensic auditor in legal and court involvement

COURSE TOPICS

• Introduction to Forensic Auditing

• Federal Laws, Internal Controls, and Audit Standards Relating to Fraud

• Understanding Fraud Schemes• Assessing Fraud Risks and

Planning for the Fraud Audit• Forensic Approaches to Data

Collection and Analysis• Legal and Court Involvement



Aug 8-10, 2018 ............ Washington, DC Oct 29-31, 2018 ........... Washington, DC Apr 1-3, 2019 .............. Washington, DC Jun 5-7, 2019 ............... Washington, DC



CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Audit Boot Camp• Auditing Fundamentals in the

Federal Environment• Internal Control: Meeting Federal



• Federal Financial Statement Audits • Performance Auditing • Preparing High-Impact Audit

Reports




68





LEARNING OBJECTIVES

Audit Interviews: Skills for SuccessCourse 5848 | 2 days | $699


This course provides the skills needed to conduct effective and efficient audit interviews. Learn about the purposes for audit interviews, appropriate interview preparation, building rapport with the interviewee, nonverbal communication and active listening techniques, conducting the audit interview, and proper interview documentation.

Who Takes This Course: This course is designed for the performance or financial auditor from Federal, state, or local government, as well as private contractors who perform government audits. Most participants will be new auditors, but some experienced auditors wishing to brush up on their skills may also attend.

• Describe the types of interviews that auditors conduct during the audit

• Apply Generally Accepted Government Auditing Standards (GAGAS) as they relate to evidence obtained through audit interviews

• Describe the importance of and effectively interpret nonverbal cues from an interviewee

• Apply effective nonverbal communication techniques and active listening skills when completing audit interviews

• Prepare for the interview by determining the proper scope, identifying the best person to interview, gathering pertinent background information, and developing effective interview questions

• Describe techniques for “breaking the ice” and building rapport with the interviewee

• Effectively apply the “shoulds” and avoid the “should nots” of audit interviewing

• Conduct the interview in a clear, cohesive manner to answer specific questions related to the audit objectives

• Describe best practices for documenting an audit interview

• Critique your own interview skills

COURSE TOPICS

• Audit Interview Basics• Plan the Audit Interview• Conduct the Audit Interview• Prepare the Record of the

Interview



Dec 6-7, 2018 .............. Washington, DC Mar 7-8, 2019 .............. Washington, DC Jun 20-21, 2019 ........... Washington, DC




CEU CREDITS: 1.3

CLP CREDITS: 16



• Essential Communications for the Audit Lifecycle

• Performance Auditing

COURSE FORMAT: Lecture, group discussion, video-taped role play, class exercises, and exam


Essential Communications for the Audit Life CycleCourse 5840 | 3 days | $859


This course provides auditors with the necessary tools to communicate effectively with audit team members, audit management, and auditee personnel. To facilitate learning, participants will work through a complete audit simulation that will provide opportunities to apply the communication principles and techniques presented in the course material.

Who Takes This Course: This course is designed for field level auditors in their first 2 to 10 years of auditing who want to polish their communication skills.

• Apply general communication skills, enabling auditors to interact effectively with their supervisors and the auditee

• Establish an audit approach that is clear to the supervisor and subordinate and yields positive results

• Apply proven techniques for initiating contact with the auditee and coordinating the audit arrangements

• Apply proven techniques for developing and maintaining a productive and professional relationship with the auditee

• Clearly communicate audit work in the audit documentation

• Follow best practices for presenting audit findings and recommendations in a manner that will convince the audit client to take action

COURSE TOPICS

• Preparing for the Audit – A Meeting of the Minds between Supervisor and Subordinate

• Initiating Contact with the Auditee – First Impressions Count

• Auditor Communication with Supervisor and Auditee – Foster Understanding and Mutual Respect

• Audit Documentation – The Auditor’s Trial Transcript

• Audit Summary – Make It Understandable and to the Point

•



Sep 5-7, 2018 .............. Washington, DC Oct 29-31, 2018 ........... Washington, DC Mar 18-20, 2019 .......... Washington, DC Jun 24-26, 2019 ........... Washington, DC



CEU CREDITS: 1.9

CLP CREDITS: 24



Federal Environment


• Performance Auditing • Preparing High-Impact Audit

Reports

COURSE FORMAT: Presentation, class discussions, practical exercises, and exam



69




Data has changed the way agencies operate — making data analytics a critical skillset for personnel at every level.

Our analytics courses will help you to:

• Frame questions and select appropriate data collection methods

• Effectively visualize data to facilitate problem-solving

• Interpret data to inform decision-making across your agency

Gain the ANALYTICS SKILLS needed to help your agency achieve MISSION SUCCESS.

Check out our Analytics courses on pages 50 - 57.

ANALYZE DECIDEMANAGE

COMING SOONManaging for Success in a Performance Audit

70



LEARNING OBJECTIVES

Preparing High-Impact Audit ReportsCourse 5802 | 2 days | $699


This intermediate-level course is designed for government auditors who play a role in determining what and how audit results will be reported, and who wish to enhance their communication skills or learn new techniques. The primary focus of this course is on writing performance audit reports and financial audit reports.

Who Takes This Course: Participants who take this course tend to be Federal auditors or other Federal financial management employees involved in performance auditing. Auditors from private auditing or consulting firms will also benefit from taking this course.

• Apply Generally Accepted Government Auditing Standards (GAGAS) in preparing performance and financial audit reports

• Apply reader-friendly writing techniques such as deductive structure and appropriate tone

• Avoid typical flaws in paragraph and sentence structure that compromise audit report readability

• Tailor report segments and sections to knowledge levels and interests of likely readers

• Maximize audit report effectiveness by writing conclusions and recommendations that resonate with readers, and encourage prompt action

• Apply a structured audit report review process to effectively identify flaws in the report draft and reduce potential writer/reviewer conflicts

COURSE TOPICS

• Financial Audit Reports• Performance Audit Report

Standards for Content and Quality

• “Reader-Friendly” Writing Techniques

• The Heart of the Audit Report — Audit Findings and Recommendations

• Avoiding Common Flaws in Audit Reports

• Tools and Techniques for Report Preparation

• Enhancing the Report Review Process



Aug 9-10, 2018 ............ Washington, DC Sep 27-28, 2018 .......... Washington, DC Feb 19-20, 2019 .......... Washington, DC May 30-31, 2019 ......... Washington, DC



(Governmental)• Course Level: Intermediate

CEU CREDITS: 1.3

CLP CREDITS: 16



Federal Environment


• Federal Financial Statement Audits • Performance Auditing



Keeping the Audit on Track: Critical Skills for Audit ManagersCourse 5824 | 2 days | $699


During this course, audit managers will identify the critical leadership skills needed in today’s environment, perform a self-assessment of their own leadership characteristics, learn about modern leadership techniques and how to apply different skills to different situations, and review the Yellow Book guidelines for managing certain aspects of auditing.

Who Takes This Course: This course is designed for Federal, state, and local government audit managers and supervisors who perform audit work in accordance with GAGAS, and who would like to discover new and more effective ways to address the challenges of keeping an audit focused.

• Demonstrate the important characteristics a leader in the audit field must possess and assess your personal leadership skills

• Lead and manage audits in accordance with Yellow Book standards

• Positively influence individuals and teams by applying leadership and management skills

• Conduct successful audits by employing leadership and management techniques and tools

• Maximize your impact on the audit process by enacting a personal leadership plan

COURSE TOPICS

• Leading in the Current Audit Environment

• Yellow Book Professional Requirements

• Leadership and Management• Application of Leadership and

Management Skills to Audit Work

• Personal Leadership Going Forward



Jul 23-24, 2018 ............ Washington, DC Oct 18-19, 2018 ........... Washington, DC Jan 24-25, 2019 ........... Washington, DC Apr 15-16, 2019 .......... Washington, DC



CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Auditing Fundamentals in the

Federal Environment


• Federal Financial Statement Audits




71






The Federal Budget ProcessCourse 5090 | 2 days | $699


This course uses current events to demonstrate the process of appropriating, allocating, and spending billions of Federal dollars annually. Participants learn the formulation, enactment, execution, and audit phases of the budget process. Special emphasis is placed on the roles of the key players in the executive and legislative branches.

Who Takes This Course: This course is designed for government and private-sector employees new to budgeting responsibilities or those not directly involved in Federal budgeting who want an overview of the budget process.

• Identify major legislation that impacts the Federal budget process

• Track the budget timeline and the three phases of the budget process

• Identify the roles of the major players in the budget process

• Outline how agencies use and track their allocated funds

• Explain how agency budgets are prepared and how they contribute to the President’s Budget

• List the types of audits used after the budget has been executed

• Quantify the size and scope of the present budget

• Identify trends in Federal spending during the last 50 years

COURSE TOPICS

• History of the Federal Budget Process

• The Budget of the United States: Facts, Figures, and Trends

• Federal Budget Overview• The Budget Formulation Process• The Congressional Action

Process• Budget Execution• Audits



Jul 23-24, 2018 ............ Washington, DC Jul 30-31, 2018 .......................... Virtual Aug 20-21, 2018 .......... Washington, DC Sep 10-11, 2018 ..................Denver, CO Oct 15-16, 2018 ........... Washington, DC Oct 25-26, 2018 ............... Huntsville, AL Nov 5-6, 2018 ............................ Virtual Nov 13-14, 2018 .......... Washington, DC Dec 3-4, 2018 .............. Washington, DC Jan 28-29, 2019 .............. San Diego, CA Feb 21-22, 2019 .......... Washington, DC Apr 1-2, 2019 ............................ Virtual Apr 4-5, 2019 .............. Washington, DC May 23-24, 2019 ......... Washington, DC Jun 3-4, 2019 ............................. Virtual Jun 20-21, 2019 ........... Washington, DC


NASBA CPE CREDITS: 16• Field of Study: Finance• Course Level: Overview

CEU CREDITS: 1.3

CLP CREDITS: 16



• Appropriations Law Seminar • Any intermediate-level budgeting

course

COURSE FORMAT: Lecture, group discussion, class exercises, and exam.


The Legislative Process: Working with CongressCourse 5189 | 3 days | $819


This course provides a framework of the legislative process and its impact on an organization’s resources. Participants will explore best practices for interacting with the key players that influence funding programs. They’ll also learn to apply proven and effective budget development, presentation, and justification techniques. The course will help participants assess whether their organizations meet the legal criteria set out for appropriation execution and Federal financial reporting requirements.

Who Takes This Course: Federal personnel who need to know how Congress is organized and functions, and how to interact with congressional committees and subcommittees that oversee agency programs and appropriated funds. This course also may be of interest to agency congressional liaisons, government contract personnel, and private sector lobbyists.

• Analyze congressional responsibilities related to the legislative process

• Develop a sample agency budget • Develop and present an effective

budget justification • Use legal criteria to assess

whether appropriations are being executed properly

• Evaluate performance reports to determine their compliance with legal requirements

COURSE TOPICS

Overview of the Legislative Process • Introduction to the Legislative

Process • Sources of Legislation and Forms

of Congressional Action

Influences on the Legislative Process

• Roles of the Office of Management and Budget, and Congressional Budget Office

• Non-Governmental Organizations and Lobbying

Federal Budget Process• Key Components of a Budget • Federal Budget Process • Considerations of Agency Budget

Formulation

Budget Justification Process• Budget Justification Process • Budget Submission to OMB • Budget Presentation and

Justification Skills and Techniques

Appropriation Execution• Overview of Appropriations

Execution • Statutory Interpretation• Limitations on the Use of

Appropriated Funds

Reporting Performance to Congress• Legal Requirements for Financial

and Performance Reports• Performance Planning and

Reporting


Sep 19-21, 2018 .......... Washington, DCNov 12-14, 2018 ........................ Virtual Jan 14-16, 2019 ........... Washington, DCFeb 11-13, 2019 ........................ Virtual Mar 11-13, 2019 .......... Washington, DCApr 8-10, 2019 .........Virginia Beach, VAApr 15-17, 2019 ........................ VirtualMay 13-15, 2019 ......... Washington, DCJun 10-12, 2019 ......................... Virtual


NASBA CPE CREDITS: 24• Field of Study: Finance (16)

Business Law (8)• Course Level: Basic

CEU CREDITS: 1.9

CLP CREDITS: 24




course

COURSE FORMAT: Individual, small-group, and large-group exercises, lecture, discussion, and case study



72





LEARNING OBJECTIVES

Budgeting and Accounting: Making the ConnectionCourse 5106 | 2 days | $699


This course supports improved financial management effectiveness by providing a deeper understanding of the requirements for the Federal budgeting and accounting functions. Participants learn the introductory concepts of Federal budgeting and accounting, and address the integration of the budgeting and accounting functions.

Who Takes This Course: This course is designed for participants from several different backgrounds: accountants who want insight into Federal budgeting, budgeters who want insight into Federal accounting, and systems people who want a basic understanding of Federal budgeting and accounting to implement new financial systems.

• Make the connection between budgeting and accounting

• Apply budget and accounting terminology appropriately

• Track budgetary and proprietary accounting transactions through the budget execution process

• Describe the use of the U.S. Government Standard General Ledger account structure

• Relate budget obligations to agency assets, liabilities, and expenses

• Determine unfunded budget requirements from accounting reports

• Improve budget estimating with accounting information

COURSE TOPICS

Federal Budget Process• What Is a Budget?• Why Do We Budget?• Legal Foundations in the Federal Government• What Do We Budget For?• Phases of the Federal Budget Process• Agency Funds and Resources

Introduction to Federal Accounting• What Is Accounting?• Accounting Cycle• Accounting in the Federal Government

Budgetary and Proprietary Accounting• Budgetary Accounting Process• Tracking Reimbursable Authority• Why Proprietary Accounting?• Basic Proprietary Accounting Equation• Expanded Proprietary Accounting Equation• Integrating Budgetary and Proprietary Accounting• Normal Balances• Accrual Basis of Accounting

Federal Financial Reporting• Objectives of Federal Financial Reporting• Expanded Financial Reporting• Content of Agency Financial Statements• Principal Statements• Using Financial Reports• Government Performance and Results Act

Modernization Act of 2010• High-Performance Government

Making the Connection• Making the Connection



Jul 9-10, 2018 .....................................Chicago, IL Jul 9-10, 2018 .......................... San Francisco, CA Jul 16-17, 2018 ...........................Washington, DC Jul 25-26, 2018 ...........................Washington, DC Aug 6-7, 2018.............................Washington, DC Aug 9-10, 2018 ..................................Seattle, WA Aug 13-14, 2018 ..................................Austin, TX Aug 29-30, 2018 .........................Washington, DC Sep 10-11, 2018 .......................Albuquerque, NM Sep 13-14, 2018 .........................Washington, DC Oct 1-2, 2018 .............................Washington, DC Nov 26-27, 2018 .........................Washington, DC Dec 6-7, 2018 .............................Washington, DC Jan 24-25, 2019 ..........................Washington, DC Feb 21-22, 2019 .........................Washington, DC Mar 14-15, 2019 .........................Washington, DC Apr 29-30, 2019 .........................Washington, DC May 16-17, 2019 ...........................San Diego, CA Jun 3-4, 2019 ..............................Washington, DC Jun 10-11, 2019 ................................. Denver, CO Jun 10-11, 2019 .......................Tysons Corner, VA Jun 19-20, 2019 .................................Atlanta, GA


NASBA CPE CREDITS: 16• Field of Study: Accounting (Governmental)• Course Level: Basic

CEU CREDITS: 1.3

CLP CREDITS: 16


RECOMMENDED FOLLOW-ON COURSES: • Budget Execution • Budget Formulation • Preparing Federal Financial Statements Using

the U.S. Standard General Ledger




73





Budget Analyst’s Essential Guide to Formulation, Justification, and ExecutionCourse 5321 | 3 days | $859


This course provides a foundation in all aspects of the agency budget function so Federal personnel are better able to support organization compliance with relevant laws and regulations, including the Government Performance and Results Act (GPRA) Modernization Act.

Who Takes This Course: This course is designed for program managers and those involved with performance as well as financial management, and nonfinancial 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.

• 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 outcomes-oriented 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 OMB requirements

• Accommodate requirements of the GPRA Modernization Act (GPRAMA) in the ongoing effort to budget for agency performance

COURSE TOPICS

• Overview of the Federal Budget Process in the Age of Performance

• Formulation• Developing the Unit Budget• Writing Effective Budget

Justifications• Budget Execution



Jul 18-20, 2018 ............ Washington, DC Aug 6-8, 2018..................... Seattle, WA Aug 13-15, 2018 .......... Washington, DC Aug 15-17, 2018 ................... Austin, TX Aug 20-22, 2018 .......... Washington, DC Sep 5-7, 2018 .............. Washington, DC Sep 12-14, 2018 ........ Albuquerque, NM Oct 3-5, 2018 .............. Washington, DC Nov 14-16, 2018 .......... Washington, DC Dec 3-5, 2018 .............. Washington, DC Jan 2-4, 2019 ............... Washington, DC Feb 6-8, 2019 .............. Washington, DC Mar 4-6, 2019 .............. Washington, DC Mar 25-27, 2019 ..........New Orleans, LA Apr 10-12, 2019 .......... Washington, DC May 13-15, 2019 ............ San Diego, CA May 13-15, 2019 ......... Washington, DC May 29-31, 2019 ............ Las Vegas, NV Jun 3-5, 2019 .......................Denver, CO Jun 24-26, 2019 ........... Washington, DC



PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24



• Appropriations Law Seminar • Budget Execution • Budget Formulation • Budget Justification: Effective

Preparation and Submission



Budget FormulationCourse 5118 | 3 days | $859


Budget formulation is an essential step in the process of securing financial resources for an agency. Producing a solid budget submission also leads to better decision-making about future program activities and budget strategies. This course supports the successful preparation of budget submissions and the compilation of cost data.

Who Takes This Course: This course is designed for budget analysts and financial resource professionals who help prepare budget submissions and compile cost data as well as other information contributing to decisions about future program activities, funding, and budget strategies.

• Describe the history behind budget formulation legislation and summarize the key elements

• Define the phases of, identify the key players in, and identify their roles in the Federal budget process

• Identify the guidance available from the legislative and executive branches regarding budget formulation, and apply it to budget formulation principles

• Describe and differentiate between four types of budgets—object class, capital asset, program, and performance

• Prepare your own unit budget using appropriate government and agency-issued guidance, to include calculating employment requirements and costs using multiple methods

• Perform a cost estimate using the appropriate estimating methodologies and tools, and adjust your budget to accommodate changes in estimates and/or budget cuts

• Explain the qualities of an effective budget justification

• Analyze a sample agency budget

COURSE TOPICS

• Review of the Federal Budget Process

• Overview of the Budget Formulation Process

• Types of Budgets• Formulating Agency Budgets• Review of Sample Agency

Budget•



Jul 25-27, 2018 ......... Tysons Corner, VA Aug 15-17, 2018 .......... Washington, DC Oct 3-5, 2018 .............. Washington, DC Nov 28-30, 2018 .......... Washington, DC Feb 6-8, 2019 .............. Washington, DC Apr 17-19, 2019 .......... Washington, DC May 1-3, 2019 ............. Washington, DC



CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Appropriations Law Seminar• Budget Analyst’s Essential Guide

to Formulation, Justification, and Execution

• The Federal Budget Process


• Budget Estimating Using Microsoft Excel

• Budget Execution • Budget Justification: Effective

Preparation and Submission • Capital Asset Planning and

Justification Using OMB Criteria

COURSE FORMAT: Individual, small-group, and large-group exercises; lecture, discussion, and capstone



74





LEARNING OBJECTIVES

Budget Justification: Effective Preparation and SubmissionCourse 5120 | 3 days | $859


Budget justification is an essential part of the budgeting process and helps to secure financial resources for an agency. This course supports the preparation of an effective budget justification and that the justification complies with all the relevant rules and regulations, such as the OMB Circular A-11.

Who Takes This Course: This course is designed for budget resource professionals, program managers, program support personnel, and anyone involved in justifying or defending budget requests. This is an important course for those who need to support their budgeting efforts with skillful writing.

• Define the role of the budget in an organization’s mission fulfillment

• Comply with OMB and agency guidance on budget justification submissions

• Integrate program performance goals into resource requests

• Identify the characteristics of effective budget justifications and incorporate them into their own programs’ justifications

• Organize and outline thoughts into a key message and supporting ideas as preparation for writing a budget justification narrative

• Structure a justification by keeping the needs of the audience in mind

• Perform substantive and line editing on a justification

COURSE TOPICS

• Federal Budget Process Overview

• Budget Justification Requirements

• Oral and Written Justifications• Budget Justification in an Era

of Reform• Techniques for Crafting an

Effective Budget Justification



Aug 20-22, 2018 .......... Washington, DC Nov 19-21, 2018 .......... Washington, DC Mar 11-13, 2019 .......... Washington, DC Jun 5-7, 2019 ............... Washington, DC




CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Federal Financial Management

Overview• The Federal Budget Process


• Budget Execution

COURSE FORMAT: Individual and group exercises, lecture, and discussion


Budget ExecutionCourse 5122 | 3 days | $859


This course walks participants through the steps necessary to implement guidance from OMB Circular A-11 and other relevant execution references. The course covers all phases and dimensions of the administrative distribution of funds; their impact on establishing and maintaining sound fiscal internal control; and techniques to develop, analyze, manage, monitor, and adjust financial plans.

Who Takes This Course: Participants enrolled in this course are typically Federal employees who participate in their organization’s budget execution and need to become familiar with the principles, laws, and procedures affiliated with proper budget execution.

• Identify congressional legislation affecting an agency’s operating and spending plans

• Identify key financial management legislation affecting budget execution

• Outline the major execution steps

• Discuss budget execution in terms of legal availability of funds with respect to purpose, time, and amount

• Identify potential Antideficiency Act (ADA) violations

• List accounting and financial reporting requirements, processes, and sources of guidance

• Track and control a financial, operating, or spending plan

• Identify practical tools and techniques for modifying a financial, operating, or spending plan

• Analyze actual versus planned figures to evaluate year-to-date performance

• Discuss how the strategic planning process drives budget execution

COURSE TOPICS

• Review of the Federal Budget Process

• Funds Control and Appropriations Law

• Federal Accounting and Reporting

• Preparing, Monitoring, Tracking, and Modifying Operating Plans

• Executing the Budget



Jul 16-18, 2018 ............ Washington, DC Aug 8-10, 2018 ............ Washington, DC Aug 29-31, 2018 .......... Washington, DC Sep 24-26, 2018 .......... Washington, DC Nov 5-7, 2018 ........... Tysons Corner, VA Jan 2-4, 2019 ............... Washington, DC Feb 20-22, 2019 ....... Tysons Corner, VA Apr 8-10, 2019 ....................Denver, CO Apr 22-24, 2019 .......... Washington, DC Jun 10-12, 2019 ........... Washington, DC



CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Budgeting and Accounting: Making

the Connection• The Federal Budget Process• Federal Financial Management

Overview



course




75






Program and Budget Analysis Using Microsoft ExcelCourse 5182 | 4 days | $1,049


This course enables participants to use more sophisticated analytical tools and advanced features of Microsoft Excel to draw useful and reliable conclusions regarding financial performance, and demonstrate that information graphically to superiors. This results in more productive analyses, which will aid organizations’ efforts to track expenditures and control budget execution.

Who Takes This Course: This course is designed for all program and financial management personnel who want to learn about many of the data analysis tools available in Microsoft Excel to aid in creating more compelling analyses of their programs.

• Navigate the Excel ribbon • Query databases using the Filter

tool and the Advanced Filter tool • Aggregate and display different

attributes of a data set using PivotTables

• Use Excel’s Descriptive Statistics tool to calculate measures of central tendency, variation, and shape

• Use the Histogram tool to organize your data and create a frequency distribution

• Perform graphical analysis • Use the Rank and Percentile

tool to calculate a data item’s rank and percentile ranking

• Use time series data and Excel’s trendline function to forecast future budgets, costs, and workloads

• Learn which trendline (linear, polynomial, logarithmic, or exponential) is the best to use based on R2

• Identify cost drivers using Excel’s Correlation tool

• Develop simple linear and multiple linear regression models to develop forecasts and predictive equations using Excel’s Regression tool

COURSE TOPICS

• Warm-Up and Review• Querying and Analyzing Data• Computing Statistics on

Collected Data• Time Series Analysis and

Forecasting• Correlation and Regression:

Analyzing Costs and Performance



Jul 9-12, 2018 .............. Washington, DC Aug 6-9, 2018........... Tysons Corner, VA Aug 13-16, 2018 ..................Denver, CO Sep 17-20, 2018 .......... Washington, DC Nov 5-8, 2018 .............. Washington, DC Dec 10-13, 2018 .......... Washington, DC Jan 7-10, 2019 ............. Washington, DC Feb 4-7, 2019 .............. Washington, DC Mar 4-7, 2019 .....................Phoenix, AZ Apr 1-4, 2019 .............. Washington, DC May 13-16, 2019 ......... Washington, DC Jun 17-20, 2019 ........... Washington, DC



CEU CREDITS: 2.5

CLP CREDITS: 32


SUGGESTED PREREQUISITES: • Budget Estimating Using Microsoft

Excel


• Budget Execution • Budget Formulation • Budget Justification: Effective

Preparation and Submission • PPBE Workshop: Defense Planning,

Programming, Budgeting, and Execution

COURSE FORMAT: Lecture, group discussions, class exercises, and exam.Note: Approximately 75% of class time involves using Microsoft Excel


Budget Estimating Using Microsoft ExcelCourse 5155 | 3 days | $859

CLASSROOM REMOTE PRIVATE GROUP TRAINING

This course is about more than just budgeting. It requires an understanding of the budget process in order to prepare budget worksheets in Microsoft Excel. Participants will discuss each phase of the budget process, a determination of the key players in each phase, the governing directives, and the agency procedures involved.

Who Takes This Course: This course is designed for budget and program analysts or financial resource professionals who want to become more productive in using spreadsheets to estimate and present program needs for a Federal budget submission.

• Navigate the Excel 2010 ribbon • Build a complete budget

workbook using Excel, with account worksheets linked into a summary worksheet

• Apply numerous Excel shortcuts to improve your productivity

• 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

• Link together cells, worksheets, and workbooks

• Design and produce a representative budget from a case study

COURSE TOPICS

• Budget Process and Concepts• Excel Basics• Excel Functions for Budget and

Financial Analysis• Budget Estimating Techniques

in Excel• Finalizing the Workbook




Jul 23-25, 2018 ............ Washington, DC Aug 13-15, 2018 .......... Washington, DC Sep 10-12, 2018 .......... Washington, DC Dec 3-5, 2018 .............. Washington, DC Jan 7-9, 2019 ............... Washington, DC Feb 13-15, 2019 .......... Washington, DC Mar 11-13, 2019 .......... Washington, DC Apr 10-12, 2019 .......... Washington, DC May 20-22, 2019 ......... Washington, DC Jun 26-28, 2019 ........... Washington, DC



CEU CREDITS: 1.9

CLP CREDITS: 24

PREREQUISITES: • Basic knowledge of Microsoft®

Excel terminology and familiarity with formatting, charting, and mathematical functions


• Program and Budget Analysis Using Microsoft Excel

COURSE FORMAT: Lecture, group discussion, class exercises, and exam.Note: Approximately 75% of class time involves using Microsoft® Excel



76





LEARNING OBJECTIVES

Federal Accounting FundamentalsCourse 5113 | 2 days | $699


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. The skills developed by participants support the overall objective of producing timely and accurate financial statements.

Who Takes This Course: Participants tend to be Federal financial managers and staff from the agency level to the unit level, including those implementing financial systems. Class participants may also be from private auditing firms or financial systems personnel.

• Locate the 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, net position, revenue, expenses, gains, and losses

• Distinguish between budgetary and proprietary accounting

• Track the life cycle of appropriated funds

• Identify the five steps in the accounting cycle

• Record current-year transactions using USSGL accounts

COURSE TOPICS

• Accounting Terms, Concepts, Principles, and Methods

• Federal Accounting: A Closer Look

• The Accounting Cycle• U.S. Government Standard

General Ledger• Fundamental Accounting

Transactions• Adjusting and Closing Entries• Financial Reporting



Jul 16-17, 2018 ................... Seattle, WA Jul 23-24, 2018 ............ Washington, DC Aug 6-7, 2018........... Tysons Corner, VA Aug 30-31, 2018 .......... Washington, DC Sep 24-25, 2018 .......... Washington, DC Oct 1-2, 2018 ............San Francisco, CA Nov 19-20, 2018 ....... Tysons Corner, VA Dec 27-28, 2018 .......... Washington, DC Jan 7-8, 2019 ............... Washington, DC Jan 28-29, 2019 ........ Tysons Corner, VA Feb 21-22, 2019 .......... Washington, DC Mar 28-29, 2019 .................Atlanta, GA Apr 8-9, 2019 ........... Tysons Corner, VA Apr 15-16, 2019 ..................Denver, CO Apr 22-23, 2019 .......... Washington, DC May 20-21, 2019 ......... Washington, DC Jun 3-4, 2019 ...............New Orleans, LA Jun 20-21, 2019 ........... Washington, DC


NASBA CPE CREDITS: 16• Field of Study: Accounting


CEU CREDITS: 1.3

CLP CREDITS: 16



• Preparing Federal Financial Statements Using the U.S. Standard General Ledger

• Statements of Federal Financial Accounting Standards: SFFAS

• U.S. Standard General Ledger: Practical Applications



The Prompt Payment Act and Voucher ExaminationCourse 5136 | 2 days | $699


The timely payment of vendor invoices by government agencies is a requirement of the Prompt Payment Act. If invoices are not paid in a timely manner, they may incur interest payment penalties to the vendors. A thorough understanding of the requirements of the Prompt Payment Act and voucher examination will help agencies to avoid these penalty charges.

Who Takes This Course: This course is designed for supervisors, managers, disbursing officers, certifying officers, technicians, and other personnel involved in preparing, examining, and certifying Federal contractor and vendor payments.

• Certify a voucher for completeness and accuracy

• Discuss the implications of the liability of certifying officers and the avenues of relief for liability

• Describe the legislative history of the Prompt Payment Act

• List the general requirements of the Prompt Payment Act

• Differentiate between items that are, and are not, subject to the Prompt Payment Act

• Describe the Federal payment process

• Describe benefits of a well-implemented Prompt Payment process

• Calculate the appropriate due date for an invoice given a mix of factors, including available discounts

• Discuss when a payment cycle should be stopped and how it can be restarted

• Calculate the financial impact of a discount to determine if taking it is the best course of action

• Calculate effective rebate rate • Calculate interest due on a late

payment

COURSE TOPICS

• Voucher Examination• Prompt Payment Act

Introduction• Payment Due Dates• Economical Discounts and

Rebates• Interest Penalties



Aug 13-14, 2018 .......... Washington, DC Nov 26-27, 2018 .......... Washington, DC Feb 14-15, 2019 .......... Washington, DC May 2-3, 2019 ............. Washington, DC



CEU CREDITS: 1.3

CLP CREDITS: 16



• Budgeting and Accounting: Making the Connection

• Federal Accounting Fundamentals




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Statements of Federal Financial Accounting Standards: SFFASCourse 5091 | 2 days | $699


This course briefly introduces the history of the Federal Accounting Standards Advisory Board (FASAB) and the historical context in which the standards have developed. The bulk of the course provides a strong focus on the various standards contained in the statements by illustrating their application to an actual Federal financial report.

Who Takes This Course: This course is designed for Federal financial management personnel responsible for updating, reviewing, or determining the reliability of accounting data pertaining to assets, liabilities, net position, revenue, expenses, gains, and losses as well as personnel responsible for preparing the audited financial statements for an agency.

• Discuss the role of FASAB in supporting financial accounting and reporting

• Apply the Federal accounting standards

• Evaluate the impact of the Statements of Federal Financial Accounting Standards (SFFAS) on the principal financial statements

• Evaluate business events to determine the impact on: accounting for and reporting on assets, liabilities and net position; accounting for property, plant, and equipment (PPandE), and cleanup costs; reporting on deferred maintenance and other supplementary information; reporting and disclosing revenue; and reporting and disclosing expenses

COURSE TOPICS

• Federal Financial Accounting and Accounting Standards

• Required Financial Statements• Accounting for Selected Assets• Accounting for Direct Loans and

Loan Guarantees• Accounting for Inventory and

Related Property• Accounting for Property, Plant,

and Equipment (PP&E)• Accounting for Liabilities• Accounting for Revenue and

Other Financing Sources• Accounting for Expenses• Required Supplementary

Information (RSI)• Stewardship Assets and

Investments



Aug 9-10, 2018 ............ Washington, DC Nov 15-16, 2018 .......... Washington, DC Jan 24-25, 2019 ........... Washington, DC Apr 4-5, 2019 .............. Washington, DC



(Governmental)• Course Level: Advanced

CEU CREDITS: 1.3

CLP CREDITS: 16






Accounting for Revolving Funds and ReimbursablesCourse 5102 | 3 days | $859


This course focuses on helping participants learn the accounting principles used in business operations in the Federal government. Participants will learn and apply procedures related to business operations: conducting financial operations, developing prices, recording transactions, and producing relevant financial statements.

Who Takes This Course: This course is designed for Federal financial managers and accounting staff responsible for transactions involving the sale of goods and services through working capital funds, other revolving funds, franchise funds, or reimbursable activities. Note: Individuals responsible for the management of such activities should attend Financial Management of Revolving Funds and Reimbursables.

• Comply with the most current policies and procedures affecting interagency business opportunities

• Explain the procedures that will help avoid over-obligating, over-expending, or misusing reimbursable authority

• Determine costs and set prices appropriate for business-like activities

• Properly record interagency transactions

• Report revenue and expenses in the Statement of Net Cost in accordance with Federal standards

COURSE TOPICS

• Federal Funding Options: Business Operations

• Interagency and Other Agreements and Authority

• Accounting Transactions for Business Operations

• Cost Accounting: Determining Costs for Business Operations

• Reporting on Business Operations: Financial Reports and Financial Statements

• Capstone Exercise



Jul 11-13, 2018 ............ Washington, DC Oct 1-3, 2018 .............. Washington, DC Dec 3-5, 2018 .............. Washington, DC Jan 9-11, 2019 ............. Washington, DC Mar 13-15, 2019 .......... Washington, DC May 22-24, 2019 ......... Washington, DC




CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Federal Accounting Fundamentals


• Appropriations Law for Revolving Funds and Reimbursables

• Financial Management of Revolving Funds and Reimbursables

COURSE FORMAT: Lecture, group discussion, comprehensive case study, and exam



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LEARNING OBJECTIVES

U.S. Standard General Ledger: Practical ApplicationsCourse 5115 | 2 days | $699


This course supports the ability to generate accurate financial statements using the formats determined by Office of Management and Budget (OMB) guidance by developing the participants’ skills in Federal accounting. Participants are provided with an in-depth look at recording events and practical experience analyzing financial events, and it prepares participants to use the U.S. Government Standard General Ledger (USSGL) in their daily activities to support the overall objective of producing accurate and timely financial statements.

Who Takes This Course: Participants enrolled in this course are Federal financial management personnel who are involved with any aspect of implementing or using the USSGL to record events and/or prepare financial statements.

• Apply the USSGL at the transaction level in all phases of the accounting and budget cycles

• Perform accounting transactions using the USSGL Chart of Accounts

• Record and analyze reimbursable financial events using the USSGL

• Analyze financial events relating to prior-year transactions, and record upward and downward adjustments

• Describe the use of transaction codes

COURSE TOPICS

• The USSGL• Accounting Transactions for

Direct Authority• Accounting Transactions for

Reimbursable Authority• Adjusting Entries• Closing• Upward and Downward

Adjustments



Jul 5-6, 2018 ................ Washington, DC Jul 18-19, 2018 ................... Seattle, WA Aug 8-9, 2018........... Tysons Corner, VA Sep 6-7, 2018 .............. Washington, DC Sep 26-27, 2018 .......... Washington, DC Oct 3-4, 2018 ............San Francisco, CA Nov 14-15, 2018 ....... Tysons Corner, VA Nov 26-27, 2018 .......... Washington, DC Jan 9-10, 2019 ............. Washington, DC Feb 11-12, 2019 .......... Washington, DC Mar 25-26, 2019 .......... Washington, DC Apr 17-18, 2019 ..................Denver, CO Apr 24-25, 2019 .......... Washington, DC May 29-30, 2019 ......... Washington, DC Jun 13-14, 2019 ........ Tysons Corner, VA




CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Federal Accounting Fundamentals


• Preparation and Analysis of the SF 133


• Statements of Federal Financial Accounting Standards: SFFAS



Preparing Federal Financial Statements Using the U.S. Standard General LedgerCourse 5000 | 2 days | $699


Preparation of accurate Federal financial statements is a very important element in the accounting function that supports accountability and transparency for Federal agencies. Accurately accounting for the expenditure of public funds builds confidence in the public that taxpayer dollars are being spent correctly. This course provides knowledge that will support the preparation, review, and auditing of Federal financial statements.

Who Takes This Course: This course is designed for Federal financial management personnel and staff responsible for preparing, reviewing, or auditing agency financial statements.

• Describe the relationship of financial statements to the Federal accounting standards and associated laws and regulations

• Describe the basic format and content for financial statements

• Explain the function of OMB guidance in preparing financial statements

• Determine whether or not an agency component is subject to Federal financial reporting standards

• Prepare basic financial statements, including the Statement of Budgetary Resources, in accordance with OMB and Federal accounting standards

• Outline audit requirements for Federal financial statements

COURSE TOPICS

• Federal Financial Reporting, Legislation, and Objectives

• Federal Accounting and Reporting

• Preparing the Basic Federal Financial Statements

• Notes to the Financial Statements

• Auditing Agency Financial Statements



Jul 12-13, 2018 ............ Washington, DC Aug 27-28, 2018 .......... Washington, DC Dec 6-7, 2018 .............. Washington, DC Feb 7-8, 2019 .............. Washington, DC Mar 21-22, 2019 .......... Washington, DC May 29-30, 2019 ......... Washington, DC




CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Federal Accounting Fundamentals• U.S. Standard General Ledger:

Practical Applications


• Federal Financial Statement Audits • Preparation and Analysis of the SF

133 • Statements of Federal Financial

Accounting Standards: SFFAS




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Federal Financial Management OverviewCourse 5051 | 3 days | $859


This course builds basic literacy in Federal financial management processes, laws, and regulations. By developing the participants’ knowledge of how financial resources flow into and through organizations and programs, this course positions individuals to better contribute to the overall effectiveness of their organization.

Who Takes This Course: This course is designed for individuals looking for 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 fit together in Federal agencies.

• Define 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

COURSE TOPICS

• The Federal Budget Process: Then and Now

• Budget Formulation: Integrating the Old and the New

• Gaining Congressional Approval• Executing and Controlling the

Budget• Financial Operations• Accounting for the Use of

Funds• Internal Control• Federal Financial Reporting• Auditing

CERTIFICATE PROGRAM(S): • Federal Financial Management• Human Capital & Human

Resources• Project & Program Management


Jul 9-11, 2018 .............. Washington, DC Jul 23-25, 2018 ....................Chicago, IL Aug 20-22, 2018 ....................Dallas, TX Aug 20-22, 2018 .......... Washington, DC Sep 10-12, 2018 .......... Washington, DC Sep 24-26, 2018 ........San Francisco, CA Oct 10-12, 2018 ........... Washington, DC Oct 31-Nov 2, 2018 ...... Washington, DC Nov 26-28, 2018 .......... Washington, DC Dec 10-12, 2018 ........................ Virtual Feb 13-15, 2019 .......... Washington, DC Mar 4-6, 2019 ............................ Virtual Mar 27-29, 2019 .......... Washington, DC Apr 8-10, 2019 ....................Denver, CO Apr 29-May 1, 2019 ..... Washington, DC Jun 12-14, 2019 ........... Washington, DC Jun 24-26, 2019 ......................... Virtual


NASBA CPE CREDITS: 24• Field of Study: Finance• Course Level: Overview

CEU CREDITS: 1.9

CLP CREDITS: 24



• Appropriations Law Seminar • Audit Boot Camp • Federal Accounting Fundamentals • Internal Control: Meeting Federal




Financial Management of Defense Working Capital FundsCourse 5330 | 3 days | $859


The Defense Working Capital Fund (DWCF) is a revolving fund financial structure used by DoD for business-like activities. DWCF activities must be able to identify outputs and must have customer/provider relationships (typically between Defense operating units and Defense support organizations). This course supports the effective and accurate operation of those funds to support the proper financial function of DoD.

Who Takes This Course: This course is designed for financial, program, and functional managers of customer and support organizations who need a detailed understanding of DWCF policies, procedures, concepts, objectives, and terms.

• Discuss characteristics, business area, structure, and operations of Defense Working Capital Funds

• Discuss DWCF general policies and procedures including accounting standards, management responsibilities, systems and control, funds management, and auditing requirements

• Identify impact of free market approach on DWCF operations

• Describe the DWCF budgeting process

• Calculate both a net and accumulated operating result

• Calculate a rate for goods/services and conduct a variance analysis

• Describe the impact of performance budgeting on DWCF

• Identify unique DWCF cash management and revenue recognition issues and explain mitigation strategies

• Complete a cash management plan

• Use the USSGL to identify DWCF accounts

• Identify the Federal financial statements, DWCF reports, and their main components and purposes

COURSE TOPICS

• DWCF Basics• DWCF and Mission Readiness• The Budget Process• Price and Rate Development• Performance Budgeting• Cash Management and

Revenue Recognition• Financial Statements Reporting



Jul 25-27, 2018 ............ Washington, DC Nov 28-30, 2018 .......... Washington, DC Apr 17-19, 2019 ....... Tysons Corner, VA



CEU CREDITS: 1.9

CLP CREDITS: 24



• Appropriations Law for Revolving Funds and Reimbursables

• Capital Asset Planning and Justification Using OMB Criteria

• PPBE Workshop: Defense Planning, Programming, Budgeting, and Execution




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LEARNING OBJECTIVES

Financial Management of Revolving Funds and ReimbursablesCourse 5134 | 3 days | $859


This course is designed to explore the financial management of activities in the Federal government that function like businesses: reimbursable activities and revolving funds. This course illustrates the ways in which business operations differ from activities funded by direct appropriations.

Who Takes This Course: This course is for experienced Federal accountants, financial managers, operational managers, and budget analysts who are involved in or wish to understand the financial management aspects of working capital funds, revolving funds, franchise funds, and reimbursable activities.

• Compare funding mechanisms used in the Federal government

• Identify the organizational and planning functions for budgeting to establish revolving funds and reimbursable activities

• Create a budget for the approval and execution of established revolving funds and reimbursements

• Identify financial operations in the fund and the importance and benefits of analyzing financial data

• Analyze financial data from execution and performance to effectively manage business operations

COURSE TOPICS

• Introduction to Business Operations

• Establishing a Revolving Fund and Reimbursable Activities

• Budgeting and Executing for the Fiscal Year

• Analyzing Financial Data• Managing Business Operations



Jul 25-27, 2018 ............ Washington, DC Sep 24-26, 2018 .......... Washington, DC Jan 28-30, 2019 ........... Washington, DC Apr 24-26, 2019 .......... Washington, DC



CEU CREDITS: 1.9

CLP CREDITS: 24

GAGAS CPE CREDITS: 24



• Accounting for Revolving Funds and Reimbursables

COURSE FORMAT: Individual, small-group, and large-group exercises; lecture, discussion, and capstone


Improper PaymentsCourse 5036 | 1 day | $459


This course provides participants with a solid understanding of the issues surrounding improper payments, including types, root causes, and their impact. Participants will build a solid foundation with the ability to identify ways to reduce the risk of improper payments through prevention, detection, and recovery.

Who Takes This Course: This course is designed for supervisors, managers, program managers, and other individuals involved in processing and making Federal payments.

• Describe the requirements of legislation and executive orders regarding improper payments

• Identify potential causes for improper payments and determine the best way to avoid them

• Describe the types of improper payments and their impact on agencies

COURSE TOPICS

• Introduction to Improper Payments

• Requirements and Guidance• Reporting Requirements and

Actual Results• Reducing Improper Payments• Government Charge Cards


Jul 6, 2018 ................... Washington, DC Sep 7, 2018 ................. Washington, DC Oct 22, 2018 ................ Washington, DC Jan 14, 2019 ................ Washington, DC Mar 1, 2019 ................. Washington, DC Jun 7, 2019 .................. Washington, DC



CEU CREDITS: 0.6

CLP CREDITS: 8





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Governmental EnvironmentCourse 5601 | 1 day | $459


This course is part of the Certified Government Financial Manager® (CGFM®) series. It examines the ways in which government entities differ from private entities and discusses the interactions among the different levels of government and the people they serve.

Who Takes This Course: This course is designed for financial management professionals who are interested in learning more about the governmental environment at the Federal, state, and local level and those who wish to prepare for AGA’s CGFM examination 1.

• Outline concepts and realities of public accountability

• Understand government organization—at all levels

• Comprehend interaction among levels of government

• Understand what to tax and why

COURSE TOPICS

• The Organization and Structure of Government — Federal, State and Local

• Legal Foundations of the Government Financial Environment

• Interrelationships Among Planning, Programming, Budgeting, Operations, Accounting, Reporting and Auditing

• Government Financing Process• Public Accountability• Ethics in Government• Electronic Services in

Government


Jul 24, 2018 ................. Washington, DC Aug 1, 2018 ................. Washington, DC Aug 29, 2018 ............... Washington, DC Oct 17, 2018 ................ Washington, DC Nov 26, 2018 ............... Washington, DC Feb 1, 2019 ................. Washington, DC Feb 27, 2019 ............... Washington, DC Apr 3, 2019 ................. Washington, DC May 1, 2019 ........................Denver, CO May 7, 2019 ................ Washington, DC Jun 5, 2019 .................. Washington, DC



CEU CREDITS: 0.6

CLP CREDITS: 8


COURSE FORMAT: Lecture, discussion, and exercises

The CGFM® Training Series

Comprehensive Training in Government Financial Management and

Preparation for the CGFM® Exams

CGFM® Courses:• Governmental Environment | 8 CPE hours

• Governmental Accounting, Financial Reporting, and Budgeting | 24 CPE hours

• Governmental Financial Management and Control | 16 CPE hours

For open enrollment training, call 888.545.8575or visit www.ManagementConcepts.com/CGFM.

For group onsite training (10 individuals or more), call 800.AGA.7211 or visit www.agacgfm.org/gfm.

REGISTER TODAY

The AGA and Management Concepts have formed an educational partnership to bring you the open enrollment Certified Government Financial Manager®

(CGFM®) Training Series. These courses provide youwith a solid foundation in all areas of local, state, andFederal Government financial management, while helping you prepare for each of the three CGFM®

examinations.


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http://www.agacgfm.org/gfm







LEARNING OBJECTIVES

Governmental Accounting, Financial Reporting, and BudgetingCourse 5602 | 3 days | $859


This course is part of the Certified Government Financial Manager® (CGFM®) series. It is designed for those looking for an understanding of governmental accounting, financial reporting, and budgeting, and their differences from private-sector financial activities. Learn about the unique aspects of accounting and reporting for the Federal government as well as state and local governments.

Who Takes This Course: This course is designed for financial management professionals looking to expand their knowledge in this field, and those who wish to prepare for AGA’s CGFM examination 2.

• Understand governmental accounting standards, financial reporting practices, and budgeting approaches

• Apply the standards, practices, and approaches by the Federal, state, and local governments

• Understand financial statements issued by Federal, state, and local governments

COURSE TOPICS

• Influences, Concepts of Financial Reporting and Standards-setting

• Cost Accounting• Budgeting• General Principles of

Governmental Accounting• State and Local Accounting and

Financial Reporting• Federal Accounting and

Financial Reporting


Jul 16-18, 2018 ............ Washington, DC Aug 6-8, 2018.............. Washington, DC Sep 10-12, 2018 .......... Washington, DC Oct 3-5, 2018 .............. Washington, DC Dec 10-12, 2018 .......... Washington, DC Feb 6-8, 2019 .............. Washington, DC Mar 4-6, 2019 .............. Washington, DC Apr 8-10, 2019 ............ Washington, DC May 6-8, 2019 .....................Denver, CO May 8-10, 2019 ........... Washington, DC Jun 10-12, 2019 ........... Washington, DC




CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Governmental Environment


Governmental Financial Management and ControlCourse 5603 | 2 days | $699


This course is part of the Certified Government Financial Manager® (CGFM®) series. It is designed for those interested in learning more about the Federal, state, and local government activities related to management and control. Learn about the internal control process in government organizations and how this process can aid managers in meeting objectives for reliable financial and performance reporting. Gain a better understanding of performance measurement and financial and managerial analysis.

Who Takes This Course: This course is designed for financial management professionals looking to expand their knowledge in this field, and those who wish to prepare for AGA’s CGFM examination 3.

• Understand the need for and practice of internal control

• Learn about techniques for managing cash, investments, loan programs, inventory, procurement, property management, and systems

• Meet the responsibilities of government managers in providing accountability for the public trust

• Understand how and what kind of audits are conducted in government

COURSE TOPICS

• Financial Management Functions

• Financial and Managerial Analysis Techniques

• Internal Controls• Performance Measurement/

Service Efforts and Accomplishments

• Auditing


Jul 19-20, 2018 ............ Washington, DC Aug 2-3, 2018.............. Washington, DC Aug 30-31, 2018 .......... Washington, DC Oct 18-19, 2018 ........... Washington, DC Nov 27-28, 2018 .......... Washington, DC Feb 4-5, 2019 .............. Washington, DC Feb 28-Mar 1, 2019 ..... Washington, DC Apr 4-5, 2019 .............. Washington, DC May 2-3, 2019 .....................Denver, CO May 2-3, 2019 ............. Washington, DC Jun 6-7, 2019 ............... Washington, DC




CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Governmental Environment



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Certified Internal Auditor® (CIA®) Preparatory CourseCourse 5665 | 5 days | $2,099


This course is designed for those interested in preparing for the CIA® exam by taking a five-day course that covers the three essential parts of the CIA® certification. This course utilizes the IIA’s CIA® Learning System, an interactive print and web-based review program that teaches and reinforces the entire global CIA® exam syllabus in a flexible, on-demand format.

Who Takes This Course: This course is designed for internal audit professionals who learn best in a structured setting, enjoy peer discussion and live instruction from a qualified facilitator, and have the desire to compare ideas and notes with internal auditors in other companies who are addressing the same challenges.

• Develop knowledge and understanding of The IIA Standards for successful performance of internal audits

• Learn the International Professional Practices Framework (IPPF) critical to performing internal audits in all organizations and passing the CIA exam

• Be able to assist management of organizations being audited to have the most successful receipt of an internal audit

• Learn the practices and skills for the successful performance of internal audits. Understand how to use technology to support the internal auditor

• Become familiar with ways in which an organization can adapt to better compete in the global marketplace

• Understand The IIA Code of Ethics and the importance of the actions of internal auditors in performance of audits

• Be able to correctly evaluate and suggest improvements to the effectiveness of risk management, control, and governance processes throughout the organization

COURSE TOPICS

• Part I: Internal Audit Basics• Part II: Internal Audit Practice• Part III: Internal Audit

Knowledge Elements


Sep 17-21, 2018 .......... Washington, DC Dec 10-14, 2018 .......... Washington, DC Mar 18-22, 2019 .......... Washington, DC Jun 3-7, 2019 ............... Washington, DC



CEU CREDITS: 3.2

CLP CREDITS: 40


COURSE FORMAT: Lecture, group discussion, and class exercises


Certified Government Auditing Professional® (CGAP®) Preparatory CourseCourse 5670 | 3 days | $899


This course is designed to help build confidence to take the Certified Government Financial Manager® (CGFM®) exam and become a Certified Government Auditing Professional® (CGAP®), as designated by the Institute of Internal Auditors (IIA). Earning the CGAP® certification demonstrates knowledge and understanding of the unique features of public-sector internal auditing.

Who Takes This Course: This course is for anyone preparing to take the Certified Government Financial Manager® exam and become a Certified Government Auditing Professional®.

• Understand and apply required standards for governmental auditing

• Successfully provide a wide range of audit services in the government

• Use current audit methodologies and techniques in government audits

• Describe the government auditor’s evolving role in accountability and results management

COURSE TOPICS

• Domain I: Auditing Standards and Control/Risk Models

• Domain I: Generally Accepted Government Auditing Standards (GAGAS or GAS)

• Domain I: Governance in the Public Sector

• Domain II: Government Auditing Practices

• Domain III: Government Audit Methodologies and Skills

• Domain III: Integrity Services by Government Auditors

• Domain IV: Government Auditing Environment


Sep 17-19, 2018 .......... Washington, DC Dec 10-12, 2018 .......... Washington, DC May 20-22, 2019 ......... Washington, DC




CEU CREDITS: 1.9

CLP CREDITS: 24


COURSE FORMAT: Lecture, discussion, and use of mock CGAP exam questions



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Whether you’re an auditor, accountant, or budget analyst, we’ll help you navigate the path that best meets your professional goals — while continually improving upon your talents throughout your career. Follow the Training Course Guide below and consider the alternative routes that incorporate analytics and leadership skills to make you a well-rounded professional in your organization.

Visit www.ManagementConcepts.com/FinancialManagement to learn more about Financial Management courses, schedules, and registration information.

KEYFinancial Management Courses


START


Federal Accounting Fundamentals Audit Boot Camp

The Federal Budget Process

Internal Control: Meeting Federal Requirements for

Accountability

Analytics Boot Camp

The Antideficiency Act

Budgeting and Accounting: Making

the Connection

Appropriations Law Refresher and

Update


Briefing and Presentation Skills

Data Analysis for Financial Managers

Using Microsoft Excel


Appropriations Law for Revolving Funds and Reimbursables

Accounting for Revolving Funds

and Reimbursables

Journey to Success for Financial Management Professionals


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http://www.managementconcepts.com/FinancialManagement

GR

www.ManagementConcepts.com/Grants

Grants & AssistanceYou need to maintain knowledge and understanding of the laws and regulations, especially the Uniform Guidance (2 CFR 200), that govern the awards you touch. Enhance your ability to conduct risk assessment and mitigation, remain accountable to your stakeholders, and provide transparency on how and why your organization spent each Federal dollar. With our comprehensive curriculum, you’ll gain knowledge on the full grants lifecycle and receive the continuous learning you need to be a stand-out in the grants community.

8686

http://www.managementconcepts.com/Grants

This course was truly beneficial. It gave me a better understanding of what’s involved in finding new grants and an overview of the entire application process.

PARTICIPANT FEEDBACK: Applying for Federal Grants and Cooperative Agreements (Page 93)

• Applying for Federal Grants and Cooperative Agreements (Page 93)

• Audit of Federal Grants and Assistance Awards (Page 100)

• Evaluating Financial Capabilities of Grant Recipients (Page 100)

• Federal Grants Update (Page 102)

• Financial Administration of Federal Grants for Recipients (Page 99)

• Introduction to Grants and Cooperative Agreements for Federal Personnel (Page 91)

• Managing Federal Grants and Cooperative Agreements for Recipients (Page 94)

• Monitoring Federal Grants and Cooperative Agreements for Federal Personnel (Page 92)

• Performance Measurement for Federal Grants Under 2 CFR 200 (Page 98)

RECENTLY UPDATED COURSES

8787



LEARNING OBJECTIVES

Uniform Administrative Requirements for Federal Grants: 2 CFR 200 (Subparts A through D)Course 2050 | 2 days | $829


Participants gain a fundamental understanding of the provisions of the Uniform Guidance (2 CFR 200) 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™ and is frequently scheduled with Cost Principles for Federal Grants.

Who Takes This Course: Anyone who needs to understand the fundamental rules governing Federal assistance will benefit from this course. Participants who completed this course prior to implementation of 2 CFR 200 would benefit from retaking this course to understand the changes.

• Explain how 2 CFR 200 consolidates and modifies previous administrative requirements

• 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

COURSE TOPICS

Introduction to the Uniform Administrative Requirements

• Significance and Applicability of the Uniform Administrative Requirements

• History of the Uniform Administrative Requirements

• Structure of the Uniform Guidance

General Provisions of the Uniform Guidance (2 CFR 200 Subparts A and B)

• Acronyms and Definitions in the Uniform Guidance (2 CFR 200, Subpart A)

• General Provisions of the Uniform Guidance (2 CFR 200, Subpart B)

Pre-Federal Award Requirements and Contents of Federal Awards (2 CFR 200 Subpart C)

• Federal Award Instruments• Notices of Federal Financial Assistance• Merit Review Process• Pre-award Risk Assessment• Application Forms• Specific Conditions• Certifications and Representations• Federal Award Document• Information that Becomes Public• Remedies for Noncompliance

Financial and Program Management Standards (2 CFR 200, Subpart D - Subtitle I)

• Statutory and National Policy Requirements• Performance Measurement• Financial Management• Internal Controls• Bonds, Payment, Cost Sharing or Matching, and

Program Income• Revision of Budget and Program Plans, and Period

of Performance• Module Capstone: Reviewing a System Against

the Administrative Requirements

Property Standards (2 CFR 200, Subpart D - Subtitle II)• Property Definitions• Property Management Standards

Procurement Standards (2 CFR 200, Subpart D - Subtitle III)

• Procurements by States• Procurements by Others• Contract Provisions• Module Capstone: Revising Procurement Policies

Performance and Financial Monitoring and Reporting (2 CFR 200, Subpart D - Subtitle IV)

• Financial Reporting• Program Performance Reporting• Real Property Reporting

Subrecipient Monitoring and Management (2 CFR 200, Subpart D - Subtitle V)

• Subrecipient and Contractor Determinations• Requirements for Pass-Through Entities

Record Retention and Access• Retention Requirements for Records• Transfer and Storage Requirements for Records

Remedies for Noncompliance (2 CFR 200, Subpart D - Subtitle VII)

• Termination Process• Module Capstone: Using the Administrative

Requirements to Resolve Termination and Enforcement Issues

Closeout Requirements (2 CFR 200, Subpart D - Subtitles VIII-X)

• Closeout Process• Post-Closeout Requirements

Course Capstone• Course Capstone: Finding Answers in the

Administrative RequirementsCERTIFICATE PROGRAM(S):

• Grants Management Certificate Program™



Jul 23-24, 2018 .................................. Denver, CO Jul 23-24, 2018 ...........................Washington, DC Jul 30-31, 2018 ..................................Seattle, WA Aug 6-7, 2018.............................Washington, DC Aug 13-14, 2018 .......................................Virtual Aug 27-28, 2018 .................................. Dallas, TX Sep 4-5, 2018 ..........................Tysons Corner, VA Sep 12-13, 2018 .........................Washington, DC Sep 17-18, 2018 ................................Atlanta, GA Sep 24-25, 2018 .......................................Virtual Oct 1-2, 2018 .............................Washington, DC Oct 15-16, 2018 .................................Orlando, FL Oct 22-23, 2018 ........................................Virtual Nov 5-6, 2018 ..........................Tysons Corner, VA Nov 26-27, 2018 .........................Washington, DC Dec 3-4, 2018 ..........................Tysons Corner, VA Dec 10-11, 2018 .........................Washington, DC Dec 18-19, 2018 .......................................Virtual Jan 7-8, 2019 ..............................Washington, DC Jan 22-23, 2019 .......................Tysons Corner, VAJan 30-31, 2019 ........................................Virtual Feb 11-12, 2019 ............................... Phoenix, AZ Feb 19-20, 2019 ......................Tysons Corner, VA Mar 6-7, 2019 .............................Washington, DC Mar 25-26, 2019 ..................................Austin, TX Apr 8-9, 2019 ....................................Seattle, WA Apr 25-26, 2019 .......................................Virtual May 6-7, 2019 ............................Washington, DC May 20-21, 2019 ............................... Denver, COMay 28-29, 2019 .....................Tysons Corner, VA Jun 3-4, 2019 ..............................Washington, DCJun 17-18, 2019 .......................Tysons Corner, VA


NASBA CPE CREDITS: 16• Field of Study: Specialized Knowledge• Course Level: Intermediate

CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Monitoring Federal Grants and Cooperative

Agreements for Federal Personnel• Managing Federal Grants and Cooperative

Agreements for Recipients• Subawarding for Pass-Through Entities

RECOMMENDED FOLLOW-ON COURSES: • Cost Principles for Federal Grants: 2 CFR Part

200 (Subpart E) and FAR 31.2

COURSE FORMAT: Lecture, discussion, hands-on practical exercises, case studies, and final exam


GRANTS AND ASSISTANCE

88




LEARNING OBJECTIVES

Cost Principles for Federal Grants: 2 CFR Part 200 (Subpart E) and FAR 31.2Course 2080 | 2 days | $829


Successful grants managers should have an understanding of the Federal cost principles and how they affect oversight, including budget development and review, spending decisions, site visits and desk reviews, and audits. Participants 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™.

Who Takes This Course: Anyone involved in grant-related financial actions will benefit from this course. Participants who completed this course prior to implementation of 2 CFR 200 would benefit from retaking this course to understand the changes.

• 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

COURSE TOPICS

Development and Applicability of the Cost Principles

• Development of Governmentwide Cost Principles• Cost Principles Applicability

Basic Concepts• Allowability• Reasonableness• Allocability• Direct and Indirect Costs• Selected Items of Cost• Complex Questions Relating to Allowability

Using and Applying the Cost Principles on the Job• Budget Development and Review• Spending Decisions• Documenting Costs• Site Visits• Audits and Audit Resolution

CERTIFICATE PROGRAM(S): • Grants Management Certificate Program™



Jul 25-26, 2018 .................................. Denver, CO Jul 26-27, 2018 ...........................Washington, DC Aug 2-3, 2018....................................Seattle, WA Aug 8-9, 2018.............................Washington, DC Aug 16-17, 2018 .......................................Virtual Aug 29-30, 2018 .................................. Dallas, TX Sep 6-7, 2018 ..........................Tysons Corner, VA Sep 10-11, 2018 .........................Washington, DC Sep 19-20, 2018 ................................Atlanta, GA Sep 26-27, 2018 .......................................Virtual Oct 3-4, 2018 .............................Washington, DC Oct 17-18, 2018 .................................Orlando, FL Oct 25-26, 2018 ........................................Virtual Nov 7-8, 2018 ..........................Tysons Corner, VA Nov 28-29, 2018 .........................Washington, DC Dec 5-6, 2018 ..........................Tysons Corner, VA Dec 12-13, 2018 .........................Washington, DC Dec 20-21, 2018 .......................................Virtual Jan 9-10, 2019 ............................Washington, DC Jan 24-25, 2019 .......................Tysons Corner, VA Jan 28-29, 2019 ........................................Virtual Feb 13-14, 2019 ............................... Phoenix, AZ Feb 21-22, 2019 ......................Tysons Corner, VA Mar 4-5, 2019 .............................Washington, DC Mar 27-28, 2019 ..................................Austin, TX Apr 1-2, 2019 .............................Washington, DC Apr 10-11, 2019 ................................Seattle, WA Apr 22-23, 2019 .......................................Virtual May 8-9, 2019 ............................Washington, DC May 22-23, 2019 ............................... Denver, CO May 30-31, 2019 .....................Tysons Corner, VA Jun 5-6, 2019 ..............................Washington, DC Jun 19-20, 2019 .......................Tysons Corner, VA



CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Uniform Administrative Requirements for Federal

Grants: 2 CFR 200 (Subparts A through D)

RECOMMENDED FOLLOW-ON COURSES: • Advanced Cost Principles: Avoiding Problem

Areas & Responding to Questioned Costs




89



GETTING AHEAD IN GRANTS MANAGEMENT JUST GOT EASIER We’ve made it more convenient than ever for you to complete the Grants Management Certificate Program™.

www.ManagementConcepts.com/GMCP

More than 180 classes offered in our Virtual and Remote modalities*

Increased scheduling flexibility with our Virtual class times, beginning at 9:00 AM in multiple time zones

Hundreds of Live Classroom sessions offered across the country

*See page 1 for additional information on our Virtual and Remote training modalities.

Save your travel budget and train at home to join the ranks of more than 7,400 graduates of the Grants Management Certificate Program™ – the industry standard for comprehensive professional education in the grants field.

9090

http://www.managementconcepts.com/GMCP



LEARNING OBJECTIVES

Introduction to Grants and Cooperative Agreements for Federal PersonnelCourse 2040 | 3 days | $949


This course provides a knowledge framework for participants to learn more in-depth information about the grant process, setting the stage for specialization in any aspect of the process. Participants 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™ and is frequently scheduled with Monitoring Grants and Cooperative Agreements for Federal Personnel.

Who Takes This Course: Federal agency grants and program officials who award or oversee grants and cooperative agreements, including grants management specialists, grants officials, project officers, and agreements technical representatives, will benefit from this course.

• Describe the basic concepts, key players, and legislative and budgetary foundations of Federal assistance

• Review the governmentwide program announcement template and the process of maintaining grant documentation

• Explore the technical review process for applications

• Explain pre-award requirements, including negotiable terms and conditions on a grant, and the process of notifying recipients

• Review technical assistance, prior approvals, and post-award administration requirements

• Determine the appropriate course of action at the end of and beyond the grant period

COURSE TOPICS

Foundations of Grants and Cooperative Agreements• Basic Concepts of Federal Assistance• The Assistance Process• Statutory Authorization and Regulations that

Govern Federal Assistance Awards• The Budget Process and Its Relationship to Grants

Informing Applicants About Your Grant Program• Announcing Your Grant• Technical Assistance During the Application

Process• Grant Documentation

Pre-Award Responsibilities• Process Overview• Initial Review• The Full Review Process• Making Final Selections

Awarding the Grant• The Legal Status of Grant Awards• Federal Award Document Content• Negotiation Issues• Notification Procedures

Post-Award Administration• Providing Technical Assistance• Prior Approvals• Post-Award Requirements• Reporting Requirements for Federal Agencies

End of and Beyond the Award• Grant Renewals, Continuation, and Unfunded

Extensions• Actions at the End of the Grant Period• Audits• Records Retention and Access

CERTIFICATE PROGRAM(S): • Grants Management Certificate Program™• Project & Program Management



Jul 9-11, 2018 .............................Washington, DC Jul 16-18, 2018 ..................................Seattle, WA Jul 23-25, 2018 ...........................Washington, DC Aug 20-22, 2018 .........................Washington, DC Aug 27-29, 2018 .......................................Virtual Sep 10-12, 2018 ......................Tysons Corner, VA Oct 1-3, 2018 ...........................................Virtual Oct 15-17, 2018 ..................................Chicago, IL Oct 22-24, 2018 .......................Tysons Corner, VA Oct 29-31, 2018 ................................. Denver, CO Nov 5-7, 2018 .............................Washington, DC Nov 26-28, 2018 ............................San Diego, CA Dec 3-5, 2018 .............................Washington, DC Dec 10-12, 2018 .......................................Virtual Jan 14-16, 2019 ..........................Washington, DC Feb 11-13, 2019 .......................................Virtual Feb 25-27, 2019 ......................Tysons Corner, VA Mar 13-15, 2019 .........................Washington, DC Apr 15-17, 2019 .......................................Virtual May 6-8, 2019 .................................. Phoenix, AZ May 13-15, 2019 ........................Washington, DC Jun 10-12, 2019 ..........................Washington, DC


NASBA CPE CREDITS: 24• Field of Study: Specialized Knowledge• Course Level: Basic

CEU CREDITS: 1.9

CLP CREDITS: 24


RECOMMENDED FOLLOW-ON COURSES: • Monitoring Federal Grants and Cooperative

Agreements for Federal Personnel • Uniform Administrative Requirements for

Federal Grants: 2 CFR 200 (Subparts A through D)

• Cost Principles for Federal Grants: 2 CFR Part 200 (Subpart E) and FAR 31.2

COURSE FORMAT: Individual and small-group exercises, lecture, discussion, case study, and final exam



91





LEARNING OBJECTIVES

Monitoring Federal Grants and Cooperative Agreements for Federal PersonnelCourse 2043 | 2 days | $829


Participants 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 to ensure proper spending of Federal funds on approved activities. This is a core course in the Federal Track of the GMCP™ and is frequently scheduled with Introduction to Grants and Cooperative Agreements for Federal Personnel.

Who Takes This Course: Federal personnel responsible for the administrative, financial, or performance monitoring of grant recipients, including grants management specialists, grants officials, project officers, and agreement technical representatives will benefit from this course.

• Summarize the basics of grant monitoring, applicable rules, and how to develop a monitoring plan

• Utilize reports to aid and complement grant monitoring

• Use site visits and desk reviews as tools for grant monitoring

• Incorporate audit and audit resolution into your monitoring plan

COURSE TOPICS

Introduction to Monitoring• Overview of Monitoring• Regulatory Basis for Monitoring• The Monitoring Plan

Using Reports for Monitoring• Progress, Financial, and Property Reports• Acting on Reports

Site Visits and Desk Reviews for Monitoring• Preparing for Site Visits and Desk Reviews• Conducting Site Visits and Desk Reviews

Audits and Grants Oversight• Audits• Grants Oversight




Jul 12-13, 2018 ...........................Washington, DC Jul 19-20, 2018 ..................................Seattle, WA Jul 26-27, 2018 ...........................Washington, DC Aug 23-24, 2018 .........................Washington, DC Aug 30-31, 2018 .......................................Virtual Sep 13-14, 2018 ......................Tysons Corner, VA Oct 4-5, 2018 ...........................................Virtual Oct 18-19, 2018 ..................................Chicago, IL Oct 25-26, 2018 .......................Tysons Corner, VA Nov 1-2, 2018 .................................... Denver, CO Nov 8-9, 2018 .............................Washington, DC Nov 29-30, 2018 ............................San Diego, CA Dec 6-7, 2018 .............................Washington, DC Dec 13-14, 2018 .......................................Virtual Jan 17-18, 2019 ..........................Washington, DC Feb 14-15, 2019 .......................................Virtual Feb 28-Mar 1, 2019 .................Tysons Corner, VA Mar 11-12, 2019 .........................Washington, DC Apr 18-19, 2019 .......................................Virtual May 9-10, 2019 ................................ Phoenix, AZ May 16-17, 2019 ........................Washington, DC Jun 13-14, 2019 ..........................Washington, DC



CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Introduction to Grants & Cooperative

Agreements for Federal Personnel

RECOMMENDED FOLLOW-ON COURSES: • Uniform Administrative Requirements for



• Audit of Federal Grants and Cooperative Agreements: 2 CFR 200 (Subpart F)

• Detecting and Preventing Fraud on Federal Grant Projects



GRANTS MANAGEMENT KNOW-HOW can help you manage your risk of the most common Single Audit Findings:

Note: Most commonly-reported Single Audit Findings since 2014.

ALLOWABLE COSTS / COST PRINCIPLES

Recommended Course: Cost Principles for Federal Grants: 2 CFR Part 200 (Subpart E) and FAR 31.2 (Page 89)

REPORTING

Recommended Courses: Performance Measurement for Federal Grants Under 2 CFR 200 (Page 98) Financial Administration of Federal Grants for Recipients (Page 99)

SPECIAL TESTS AND PROVISIONS

Recommended Course: Internal Controls for the Federal Grants Community (Page 98)

ACTIVITIES ALLOWED OR UNALLOWED

Recommended Course: Managing Federal Grants and Cooperative Agreements for Recipients ()


92




LEARNING OBJECTIVES

Applying for Federal Grants and Cooperative AgreementsCourse 2065 | 2 days | $829


Applying for a Federal grant can be an overwhelming process. You and your organization can smooth the process with some knowledge and planning before you apply. In this course, participants cover the Federal financial assistance process from identifying and qualifying opportunities to submission. Participants navigate Grants.gov, evaluate Notice of Funding Opportunities, consider the impact of Federal grants on their organization, and review peer comments. Facilitators also walk participants through key components of an effective application and likely sources of input. This is a core course in the Recipient Track of the GMCP™.

Who Takes This Course: Current and potential recipients responsible for identifying funding opportunities and developing applications for Federal grants and cooperative agreements will benefit from this course.

• Describe the Federal grants funding process • Determine which grant opportunity meets

organization and program needs • Examine the Federal grants application process • Describe the post-application submission actions

taken by Federal agencies and applicants

COURSE TOPICS

How Do I Prepare to Apply for a Federal Grant?• Grants 101• How the Federal Grants System is Governed

How Do I Find a Federal Grant?• Identifying Grant Funding• Assessing Grant Funding• Evaluating Grant Funding Opportunities

How Do I Submit a Federal Grant Application?• Application Components• Forming the Team and a Plan• Final Submission Procedures

What Happens after I Submit My Application?• Grant Application Review Procedures• Initiating a Funded Project

CERTIFICATE PROGRAM(S): • Grants Management Certificate Program™



Jul 9-10, 2018 .................................... Denver, CO Jul 30-31, 2018 ...........................Washington, DC Aug 27-28, 2018 .......................................Virtual Sep 17-18, 2018 .................................. Dallas, TX Oct 1-2, 2018 ...........................................Virtual Oct 15-16, 2018 ..........................Washington, DC Oct 29-30, 2018 ........................................Virtual Nov 26-27, 2018 .................................Chicago, IL Dec 17-18, 2018 ......................Tysons Corner, VA Jan 14-15, 2019 ........................................Virtual Feb 7-8, 2019 .............................Washington, DC Feb 25-26, 2019 .........................Washington, DC Mar 11-12, 2019 ................................Atlanta, GA Apr 8-9, 2019 .............................Washington, DC Apr 22-23, 2019 ................................ Denver, CO May 13-14, 2019 ........................Washington, DC May 23-24, 2019 ........................Washington, DC Jun 24-25, 2019 .......................Tysons Corner, VA



CEU CREDITS: 1.3

CLP CREDITS: 16


RECOMMENDED FOLLOW-ON COURSES: • Managing Federal Grants and Cooperative

Agreements for Recipients • Writing Successful Grant Applications

Workshop • Preparing Successful Federal Grant Budget

Proposals Workshop • Uniform Administrative Requirements for



• Financial Administration of Federal Grants for Recipients

COURSE FORMAT: Lecture, discussion, hands-on practical exercises, and final exam

OPTIONAL MATERIALS:• Wireless internet-enabled device, e.g. laptop

or tablet (optional)• Participants may also bring a Notice of

Funding Opportunity to which they are interested in applying


ADDITIONAL COURSES for more effective applications

Writing Successful Federal Grant Applications Workshop

Course 2060

Preparing Successful Federal Grant Budget Proposals Workshop

Course 2061

www.ManagementConcepts.com/Grants


93






LEARNING OBJECTIVES

Managing Federal Grants and Cooperative Agreements for RecipientsCourse 2062 | 3 days | $949


Participants develop a working knowledge of issues that affect day-to-day operations and management of Federal grants. This course covers a broad range of topics from interactions with Federal officials during site visits to managing cost-share contributions throughout the period of performance. This is a core course in the Pass-Through and Recipient Tracks of the GMCP™ and is frequently scheduled with Applying for Federal Grants and Cooperative Agreements.

Who Takes This Course: Recipient and subrecipient personnel responsible for grant project administration and decision-making, as well as staff charged with developing and implementing institutional policies and procedures, will benefit from this course.

• Explore the significance, applicability, and structure of the Uniform Guidance (2 CFR 200) for assistance awards

• Identify the impact of award terms and conditions • Effectively manage a grant project’s stakeholders,

scope, schedule, and cost • Report on financial and programmatic progress • Use self-evaluation effectively and interact

appropriately with monitoring entities • Prepare for grant closeout

COURSE TOPICS

Award Lifecycle Overview• Award Overview• Grants Legal Authorities

Preaward Issues• The Federal Award Document

Assistance Award Project Management• Project Management Basics• Scope, Schedule, and Cost• Module Capstone: Balance Competing Demands

Postaward Issues• Reporting on Project Performance• Reporting on Financial Status• Administrative Issues

Grant Monitoring• How Agencies Monitor Recipients and Enforce

Compliance• Monitoring Your Organization• Undergoing Site Visits and Audits

End of and Beyond the Award• Closeout• After Closeout




Jul 11-13, 2018 .................................. Denver, COJul 18-20, 2018 .........................................VirtualAug 1-3, 2018.............................Washington, DC Aug 29-31, 2018 .......................................Virtual Sep 19-21, 2018 .................................. Dallas, TX Oct 3-5, 2018 ...........................................Virtual Oct 17-19, 2018 ..........................Washington, DC Oct 31-Nov 2, 2018 ...................................Virtual Nov 28-30, 2018 .................................Chicago, IL Dec 19-21, 2018 ......................Tysons Corner, VA Jan 16-18, 2019 ........................................Virtual Feb 4-6, 2019 .............................Washington, DC Mar 13-15, 2019 ................................Atlanta, GA Apr 10-12, 2019 .........................Washington, DC Apr 24-26, 2019 ................................ Denver, CO May 20-22, 2019 ........................Washington, DC Jun 26-28, 2019 .......................Tysons Corner, VA



CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Applying for Federal Grants and Cooperative

Agreements




• Subawarding for Pass-Through Entities

COURSE FORMAT: Individual, small-group, and large-group exercises; lecture, discussion, and final exam



94




LEARNING OBJECTIVES

Subawarding for Pass-Through EntitiesCourse 2075 | 2 days | $829


State and local governments, universities, and nonprofit organizations pass through millions of Federal grant dollars to entities performing substantive work in support of award goals and objectives every year. These subawards are the focus of increasing scrutiny from agency inspectors general, auditors, and Federal awarding offices. This course covers the key areas of focus for Pass-Through personnel, from maintaining a compliant subaward process to implementing effective monitoring measures. This is a core course in the Pass-Through Track of the GMCP™.

Who Takes This Course: Pass-through organization staff involved in developing and administering subgrant programs will benefit from this course.

• Distinguish between subrecipients and contractors and determine how the relationship affects agreement provisions and oversight

• Understand the impact of 2 CFR 200 on subaward administration

• Critique a Subaward Request for Applications • Explain how to conduct a pre-award risk

assessment • Evaluate a sample subaward agreement • Identify the appropriate monitoring responsibilities

and reporting requirements while using risk-based techniques, in order to evaluate subrecipient performance

• Determine the appropriate action when faced with subrecipient noncompliance or failure to make adequate progress toward project goals

• Examine and make decisions about continuations, closeouts, and improvements to your subaward agreements and future monitoring plans

COURSE TOPICS

Understanding the Nature of Pass-Through Grant Programs

• Defining the Pass-Through Program• Distinguishing Subrecipients from Contractors• Module Capstone: Identifying Subrecipients,

Contractors, and Beneficiaries

Expectations for Pass-Through Entities• Accountability in a Pass-Through Context• Necessary Authorizations For You and Your

Subrecipients• Rules That Govern Subawards

Preaward: Solicitation• Plan for Solicitation• Developing Requests for Applications (RFAs)• Advertise the RFA

Preaward: Evaluation and Risk Assessment• Designing and Maintaining an Application Review

System• Assessing Risk• Award Procedures• Module Capstone: How to Select a Non-Perfect

Subrecipient

Preaward: Subaward Agreements• Defining a Subaward Agreement• Applicable Legal Authorities• Financial Terms and Conditions• Using Audits and the Federal Audit Clearinghouse

as Monitoring Tools

Postaward: Monitoring Responsibilities• Why Pass-Through Entities Monitor Subrecipients• Laying the Groundwork for Effective Monitoring• Developing the Monitoring Plan• The Connection between Reporting, Monitoring,

and Documenting• Progress Reporting• Reporting• Exercise: Module Capstone — Reviewing Reports

Postaward: Resolving Problems• Typical Problems Under a Subaward

Postaward: Continuation and Closeout• Awarding Continuation Funding• Closing Out the Subaward




Jul 11-12, 2018 ........................................VirtualJul 23-24, 2018 .................................. Denver, CO Aug 27-28, 2018 .........................Washington, DC Sep 4-5, 2018 ...........................................Virtual Oct 9-10, 2018...................................Atlanta, GA Nov 13-14, 2018 .......................................Virtual Dec 10-11, 2018 .......................................Virtual Jan 3-4, 2019 ............................................Virtual Feb 4-5, 2019 .............................Washington, DC Mar 11-12, 2019 ............................San Diego, CA Apr 10-11, 2019 .........................Washington, DC May 13-14, 2019 ......................................Virtual Jun 10-11, 2019 ..........................Washington, DC



CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Managing Federal Grants and Cooperative

Agreements for Recipients




COURSE FORMAT: Lecture, discussion, case studies, hands-on practical exercises, and final exam



95





Advanced Cost Principles: Avoiding Problem Areas and Responding to Questioned CostsCourse 2084 | 1 day | $649


This course builds on knowledge and skills taught in the Cost Principles for Federal Grants: 2 CFR 200 (Subpart E) and FAR 31.2 course. Participants explore common problem areas in charging costs to grant awards and what is required to properly document spending decisions to defend against disallowances. Participants also gain knowledge on resolving questioned costs. This is an elective course in all tracks of the GMCP™.

Who Takes This Course: 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 will benefit from this course.

• Apply a cost justification framework to support decisions about complex costs

• Identify costs commonly questioned or disallowed and analyze how past cases have been decided

• Defend and resolve questioned costs

COURSE TOPICS

• Cost Justification Framework• Major Areas of Cost

Disallowances• Dealing with Questioned Costs

CERTIFICATE PROGRAM(S): • Grants Management

Certificate Program™



Jul 13, 2018 ................. Philadelphia, PA Aug 10, 2018 ............... Washington, DC Aug 31, 2018 .........................Dallas, TX Sep 14, 2018 ............... Washington, DC Oct 19, 2018 ....................... Orlando, FL Nov 9, 2018 .............. Tysons Corner, VA Dec 7, 2018 .............. Tysons Corner, VA Jan 11, 2019 ................ Washington, DC Feb 15, 2019 ......................Phoenix, AZ Mar 8, 2019 ................. Washington, DC Apr 12, 2019 ...................... Seattle, WA Apr 24, 2019 ............................. Virtual May 24, 2019 ......................Denver, CO Jun 21, 2019 ............. Tysons Corner, VA



(Governmental)• Course Level: Advanced

CEU CREDITS: 0.6

CLP CREDITS: 8


SUGGESTED PREREQUISITES: • Cost Principles for Federal Grants:

2 CFR Part 200 (Subpart E) and FAR 31.2


• Federal Grants Update

COURSE FORMAT: Lecture, discussion, and case studies

REQUIRED MATERIALS: Participants should bring an example of an existing cost challenge that they are currently working to determine allowability.



Go beyond

GRANTS LIFECYCLE…

the

You need more than just grants knowledge to excel in grants management. Let us provide training that expands your knowledge and builds the capabilities essential to your success.

Analytics Training

Pages 50 - 57

Leadership & Management Training

Pages 114 - 133

Project & Program Management Training

Pages 134 - 157

96




LEARNING OBJECTIVES

Federal Assistance LawCourse 2046 | 3 days | $949


In this course, participants develop an in-depth understanding of the legal underpinnings of Federal assistance through analyzing and discussing actual court cases and appeals board decisions. Participants discuss how statutory authorities, regulations, and agency rules impact how grant funds may be administered at the award and sub-award levels. This is an elective course in all tracks of the GMCP™.

Who Takes This Course: Recipient, pass-through, and Federal personnel interested in how legal issues affect Federal grants administration will benefit from this course.

• 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 who fail to comply with Federal requirements

COURSE TOPICS

• Introduction to the American Legal System

• Legal Authority for Providing Assistance

• The Federal Assistance Process• Administering Federal Awards• Enforcement, Remedies, and

Appeals




Jul 9-11, 2018 .............. Washington, DC Jul 24-26, 2018 ...................Atlanta, GA Aug 7-9, 2018......................Denver, CO Sep 11-13, 2018 .......... Washington, DC Oct 1-3, 2018 ........................Dallas, TX Oct 30-Nov 1, 2018 ...... Washington, DC Dec 10-12, 2018 ........San Francisco, CA Jan 29-31, 2019 ........... Washington, DC Mar 19-21, 2019 ........ Albuquerque, NM Apr 30-May 2, 2019 ..... Washington, DC Jun 18-20, 2019 ...................Chicago, IL


NASBA CPE CREDITS: 24• Field of Study: Business Law• Course Level: Advanced

CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Uniform Administrative

Requirements for Federal Grants: 2 CFR 200 (Subparts A through D)


• Understanding National Policy Requirements Affecting Grants


• Appropriations Law for Federal Grants

• Ethics in the Grants Environment• The Legislative Process: Working

With Congress

COURSE FORMAT: Lecture, discussion, and case studies


Appropriations Law for Federal GrantsCourse 2045 | 1 day | $649


Participants investigate appropriations law for Federal grants covered in Chapter 10 of the Government Accountability Office (GAO) Red Book (Principles of Federal Appropriations Law). Participants gain an understanding of the Federal budget process and when appropriated funds are available. This is an elective course in the Federal track of the GMCP™.

Who Takes This Course: Federal staff who need to understand appropriations law as it applies to grant programs will benefit from this course.

• Review terminology, court cases, GAO decisions, and statutes relating to issues such as First Amendment limits on congressional authority and lapse of budget authority

• Explore how an agency identifies and deals with availability requirements, timing obligations, and cost sharing

COURSE TOPICS

• Agency Authorization and Appropriations

• Rules Governing Funds Availability




Jul 12, 2018 ................. Washington, DC Jul 23, 2018 ........................Atlanta, GA Aug 10, 2018 .......................Denver, CO Sep 14, 2018 ............... Washington, DC Nov 2, 2018 ................. Washington, DC Dec 13, 2018 .............San Francisco, CA Jan 28, 2019 ................ Washington, DC Mar 22, 2019 ............. Albuquerque, NM May 3, 2019 ................ Washington, DC Jun 21, 2019 ........................Chicago, IL



CEU CREDITS: 0.6

CLP CREDITS: 8


SUGGESTED PREREQUISITES: • Introduction to Grants and

Cooperative Agreements for Federal Personnel


• Federal Assistance Law• Appropriations Law Seminar• The Federal Budget Process

COURSE FORMAT: Individual, small-group, and large-group exercises; lecture, and discussion



97






Performance Measurement for Federal Grants Under 2 CFR 200Course 2091 | 2 days | $829


Participants will develop a foundational understanding of performance measurement approaches along with the specific requirements and definitions in the Uniform Guidance as well as other applicable Federal statutes. Participants will learn how performance measurement affects each phase of the Federal grants lifecycle.

Who Takes This Course: Anyone in the grants community—awarding and recipient personnel alike—who needs to apply performance-based principles to grant projects and programs will benefit from this course.

• Explain the need to show effective use of grants funds

• Summarize the steps needed for effective performance measurement

• Analyze approaches to performance measurement

• Evaluate pre-award requirements for performance measurement

• Assess post-award requirements for Federal grants in performance measurement

• Analyze how well a project succeeded in meeting its goals

COURSE TOPICS

• Results-Oriented Performance Measurement

• Fundamentals of Performance Measurement

• Approaches to Performance Measurement

• Pre-Award Requirements• Post-Award Requirements• Closeout and Post-Closeout

Requirements


Certificate Program™• Project & Program Management



Jul 11-12, 2018 ................... Seattle, WA Jul 30-31, 2018 ......... Tysons Corner, VA Aug 6-7, 2018........................Dallas, TX Sep 4-5, 2018 .............. Washington, DC Sep 27-28, 2018 ............. San Diego, CA Oct 11-12, 2018 ........... Washington, DC Nov 5-6, 2018 ......................Chicago, IL Dec 12-13, 2018 .......... Washington, DC Jan 28-29, 2019 ........... Washington, DC Feb 25-26, 2019 ............. San Diego, CA Mar 25-26, 2019 ........................ Virtual Apr 24-25, 2019 .......... Washington, DC May 8-9, 2019 ............. Washington, DC Jun 24-25, 2019 ..................Atlanta, GA


NASBA CPE CREDITS: 16• Field of Study: Management Services• Course Level: Advanced

PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Audit of Federal Grants and

Assistance Awards


• Data-Driven Decision Making • Detecting and Preventing Fraud on

Federal Grant Projects


REQUIRED MATERIALS: Participants should bring a calculator to class.


Internal Controls for the Federal Grants CommunityCourse 2068 | 2 days | $829


The grants community recognizes the need to improve their internal controls over all aspects of their grant awards. Participants gain a foundational understanding of internal controls, GAO standards, and risk management considerations. Participants then apply these concepts in the grants context, covering financial, performance, and policy internal control requirements under 2 CFR 200. Participants review sample policies for compliance with 2 CFR 200, and develop an internal control process to address identified risks. This is an elective course in all tracks of the GMCP™.

Who Takes This Course: Grants managers seeking to improve their organization’s internal controls will benefit from this course.

• Describe the need for grantor and recipient internal controls

• Discuss what is necessary to remain in compliance with internal control standards, laws, and regulations

• List the governing authorities that apply to internal controls and how they apply to the overall internal control process

• Discuss risk in the Federal government and the roles of risk assessment and risk management

• Develop internal control policies and procedures for your organization that will meet internal control requirements, including 2 Code of Federal Regulations (CFR) 200 and program- and award-specific requirements

• Communicate controls to stakeholders


COURSE TOPICS

• Understanding Internal Controls• COSO and GAO Internal Control

Standards• Legal Requirements and the

Internal Control Process• Risk Assessment• Ensuring Policies & Procedures

Meet Internal Control Requirements

• Communicating Controls to Stakeholders

• Conducting an Internal Control Review





Jul 25-26, 2018 ....................Denver, COAug 6-7, 2018 ........................... Virtual Sep 6-7, 2018 ............................ Virtual Oct 11-12, 2018 ..................Atlanta, GA Nov 15-16, 2018 ........................ Virtual Dec 19-20, 2018 .......... Washington, DC Jan 30-31, 2019 ........... Washington, DC Feb 28-Mar 1, 2019 ..... Washington, DC Mar 13-14, 2019 ............. San Diego, CA Apr 8-9, 2019 .............. Washington, DC May 15-16, 2019 ....................... Virtual Jun 12-13, 2019 ........... Washington, DC


NASBA CPE CREDITS: 16• Field of Study: Specialized

Knowledge• Course Level: Intermediate

CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Introduction to Federal Grants &



• Audit of Federal Grants and Cooperative Agreements


• Detecting and Preventing Fraud on Federal Grant Projects

COURSE FORMAT: Lecture, discussion, and individual and group exercises



98





LEARNING OBJECTIVES

Financial Administration of Federal Grants for RecipientsCourse 2076 | 2 days | $829


In this course, participants develop a working understanding of how to financially administer grants and learn techniques for meeting their fiscal obligations throughout the grant lifecycle. Participants gain experience identifying financial administration award requirements for Federal awards, preparing financial reports, and self-evaluation. This is an elective course in the Pass-Through and Recipient Tracks of the GMCP™.

Who Takes This Course: Grant recipient personnel responsible for financial-related tasks on Federal awards will benefit from this course.

• 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

COURSE TOPICS

• Federal Requirements and Your Financial Management System

• Pre-award Considerations• Revenue and Income• Handling Project Costs• Reporting and Using Financial

Information• Closing Out the Grant• Applying Lessons Learned:

Preparing for Third-Party Reviews





Jul 9-10, 2018 ............................ VirtualJul 23-24, 2018 ............... Las Vegas, NV Aug 13-14, 2018 ..................Denver, CO Sep 19-20, 2018 ........................ Virtual Oct 9-10, 2018.......... Tysons Corner, VA Oct 24-25, 2018 ...................Chicago, IL Nov 5-6, 2018 ............San Francisco, CA Nov 14-15, 2018 .......... Washington, DC Dec 3-4, 2018 ................. San Diego, CA Dec 5-6, 2018 .................... Houston, TX Jan 7-8, 2019 ............................. Virtual Jan 24-25, 2019 .................. Orlando, FL Feb 21-22, 2019 ....... Tysons Corner, VA Apr 1-2, 2019 ....................... Austin, TX May 1-2, 2019 .......... Tysons Corner, VA Jun 5-6, 2019 ............... Washington, DC Jun 27-28, 2019 ...................Denver, CO



CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Managing Federal Grants and

Cooperative Agreements for Recipients

• Uniform Administrative Requirements for Federal Grants: 2 CFR 200 (Subparts A through D)


COURSE FORMAT: Lecture, discussion, hands-on practical exercises, and case studies


Developing & Monitoring Indirect/F&A Cost Rate Proposals Under 2 CFR 200Course 2085 | 2 days | $829


Participants receive a fundamental understanding of the issues involved in developing, negotiating, and monitoring indirect cost (IDC) rates (also called Facilities and Administrative rates) at local governments, universities, and nonprofit organizations. Participants gain practical experience calculating and negotiating rates under the Uniform Guidance (2 CFR 200). This course also teaches students to evaluate and select IDC methods. This is an elective course in all tracks of the GMCP™.

Who Takes This Course: Personnel and independent accountants responsible for developing or monitoring indirect cost rates. Auditors and others with oversight of Federal grant awards will benefit from this course.

• Practice the steps involved in developing and negotiating an IDC rate

• Select the most appropriate rate type for your organization

• Identify considerations that are unique to your organization type

COURSE TOPICS

• Introduction• Methods for Developing

IDC/F&A Rates and CAPs• The Proposal• Special Considerations for

Specific Organization Types• Managing Indirect Cost Rate

Agreements and Cost Allocation Plans





Jul 9-10, 2018 .....................Atlanta, GA Aug 8-9, 2018............................ VirtualSep 6-7, 2018 .............. Washington, DC Nov 7-8, 2018 ............San Francisco, CA Dec 17-18, 2018 .......... Washington, DC Jan 22-23, 2019 .................. Orlando, FL Feb 25-26, 2019 .......... Washington, DC Mar 28-29, 2019 .......... Washington, DC Apr 22-23, 2019 ....... Tysons Corner, VA May 20-21, 2019 .................. Austin, TX Jun 17-18, 2019 ........... Washington, DC



CEU CREDITS: 1.3

CLP CREDITS: 16






• Financial Administration of Federal Grants for Recipients


REQUIRED MATERIALS: Students must bring a calculator to class.



99






Evaluating Financial Capabilities of Grant RecipientsCourse 2042 | 2 days | $829


In this course, participants gain the skills needed to determine whether current and prospective Federal award recipients and subrecipients are capable of managing Federal funds. Participants gain an understanding of how to evaluate business management systems, audit findings, and financial statements to determine a recipient/subrecipient’s capabilities and deficiencies.

Who Takes This Course: Federal and pass-through entity personnel responsible for evaluating recipient financial activities and business acumen throughout the grants lifecycle will benefit from this course. Auditors and accountants who need a deeper understanding of financial reporting and compliance under 2 CFR 200 will also benefit.

• Evaluate a recipient/subrecipient’s management capabilities using audit reports and financial statements

• Conduct a cost analysis of a grant budget

• Perform a review of a recipient/subrecipient’s business management systems

• Recommend actions to protect grant funds

COURSE TOPICS

• Evaluating Financial Capability• Conducting a Cost Analysis of a

Grant Budget• Reviewing Business

Management Systems• Protecting Grant Funds





Jul 16-17, 2018 ............ Washington, DC Aug 6-7, 2018..................... Seattle, WA Aug 27-28, 2018 ..................Denver, CO Sep 17-18, 2018 ........................ Virtual Oct 11-12, 2018 ......................... Virtual Dec 12-13, 2018 ........................ Virtual Jan 22-23, 2019 ........ Tysons Corner, VA Feb 21-22, 2019 .................Atlanta, GA Mar 27-28, 2019 .......... Washington, DC Apr 15-16, 2019 .......... Washington, DC May 28-29, 2019 ....................... Virtual Jun 19-20, 2019 ........... Washington, DC


NASBA CPE CREDITS: 16• Field of Study: Finance (8),

Specialized Knowledge (8)• Course Level: Intermediate

CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Uniform Administrative Requirements

for Federal Grants: 2 CFR 200 (Subparts A through D)


• Monitoring Federal Grants and Cooperative Agreements for Federal Personnel

• Subawarding for Pass-Through Entities


• Audit of Federal Grants and Assistance Awards

• Performance Measurement for Federal Grants Under 2 CFR 200

• Performance Auditing


Audit of Federal Grants and Assistance AwardsCourse 2052 | 2 days | $829


Everyone wants to know more about how well Federal grants are managed and perform. The audit of grant programs and awards provides a mechanism for program officials, inspectors general, Congress, and the public to ensure that grantees meet financial and performance goals and objectives associated — and correct issues when they arise. Participants will gain foundational knowledge of several audit types, including the Single Audit required under the Uniform Guidance at 2 CFR 200 Subpart F.

Who Takes This Course: Recipients and subrecipients subject to Federal audit requirements, personnel responsible for audit resolution and monitoring recipient compliance with Single Audit requirements, and auditors will benefit from this course.

• Identify audit requirements that impact Federal assistance awards

• Prepare for a Single Audit • Trace the auditor’s steps in

conducting a Single Audit, and locate key information audit reporting packages

• Review an audit report to identify and resolve findings

COURSE TOPICS

• Federal Assistance Agreement Audits

• Audit Readiness and Auditor Procurement

• Planning, Conducting, and Reporting on Audits

• Review of Audit Reports, Followup, and Resolution





Jul 18-19, 2018 ............ Washington, DC Aug 22-23, 2018 ....... Tysons Corner, VA Aug 29-30, 2018 ..................Denver, CO Sep 6-7, 2018 ..................... Seattle, WA Oct 9-10, 2018............. Washington, DC Oct 31-Nov 1, 2018 .............Atlanta, GA Nov 28-29, 2018 ........................ Virtual Dec 5-6, 2018 ................. San Diego, CA Jan 9-10, 2019 ........................... Virtual Feb 19-20, 2019 .................Atlanta, GA Mar 25-26, 2019 .......... Washington, DC Apr 17-18, 2019 .......... Washington, DC May 9-10, 2019 ......................... Virtual


NASBA CPE CREDITS: 16• Field of Study: Auditing (Governmental)• Course Level: Intermediate

CEU CREDITS: 1.3

CLP CREDITS: 16






• Advanced Cost Principles • Performance Auditing • Detecting and Preventing Fraud on

Federal Grant Projects • Performance Measurement for

Federal Grants Under 2 CFR 200




100





LEARNING OBJECTIVES

Detecting and Preventing Fraud on Federal Grant ProjectsCourse 2093 | 2 days | $829


The Government Accountability Office (GAO) has found that billions of Federal grant awards are subject to waste, fraud, and abuse. Participants gain an understanding of potential fraud risks inherent in various programs and entity types, as well as practical experience applying prevention and detection techniques. Participants also cover how instances of fraud are remedied. This is an elective course in all tracks of the GMCP™.

Who Takes This Course: Federal and Pass-Through Entity personnel responsible for overseeing grant recipients/subrecipients and recipient personnel responsible for grant project administration will benefit from this course.

• Conduct a risk assessment of a sample Federal program

• Create an effective fraud prevention monitoring process

• Evaluate and test an entity’s internal controls for vulnerabilities

• Analyze case studies for actions that could have prevented fraud or detected it earlier

• Review a sample recipient to determine whether fraud is occurring

• Develop action item lists to improve fraud monitoring

COURSE TOPICS

• Fraud in the Grants Context• Fraud Prevention: Risk

Assessments• Fraud Prevention: Policies and

Procedures• Fraud Detection: What are You

Looking For?• Fraud Detection Tools• Actions to Take When Fraud is

Suspected or Detected





Jul 9-10, 2018 ..................... Seattle, WA Aug 8-9, 2018........................Dallas, TX Aug 29-30, 2018 .......... Washington, DC Sep 12-13, 2018 ........................ Virtual Oct 11-12, 2018 ........ Tysons Corner, VA Oct 29-30, 2018 ..................Atlanta, GA Nov 26-27, 2018 ........................ Virtual Dec 10-11, 2018 .......... Washington, DC Jan 24-25, 2019 ........ Tysons Corner, VA Feb 27-28, 2019 ............. San Diego, CA Mar 27-28, 2019 ........................ Virtual Apr 22-23, 2019 .......... Washington, DC May 22-23, 2019 .................. Austin, TX May 30-31, 2019 ....................... Virtual Jun 26-27, 2019 ..................Atlanta, GA




CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Monitoring Federal Grants and


• Managing Federal Grants and Cooperative Agreements for Recipients


• Forensic Auditing: Detection and Prevention of Fraud




S U C C E S S F U L

AUDITSSTART HEREWe’ll equip you with the latest auditing techniques to help you

achieve audit success... every time.

www.ManagementConcepts.com/GovernmentAuditing

Our curriculum not only helps those new to auditing, but also helps experienced auditors and others

needing auditing skills to expand their knowledge base.

• Audit of Federal Grants and Assistance Awards Course 2052 l 2 days l $829

• Auditing Fundamentals in the Federal Environment Course 5882 l 2 days l $699

• Federal Financial Statement Audits Course 5886 l 3 days l $859

• Forensic Auditing: Detection and Prevention of Fraud Course 5830 l 3 days l $859

• Performance Auditing Course 5888 l 3 days l $859

101


http://www.managementconcepts.com/GovernmentAuditing









Closeout of Grants for Federal PersonnelCourse 2048 | 2 days | $829


Federal agencies are under increased scrutiny regarding the number of open grant awards from Congress and the Government Accountability Office (GAO). Those responsible for overseeing grants now more than ever need to exercise rigor in the planning and execution of the closeout process. This course provides participants with a framework and actionable process for overseeing and conducting timely grant closeouts, including essential elements of the process such as final performance reporting and property management. This is an elective in the Federal track of the GMCP™.

Who Takes This Course: Federal staff responsible for closing out grants within their agency’s procedural timeframe will benefit from this course.

• Analyze a Federal award agreement for closeout requirements

• Pursue late reports • Issue disposition instructions for

equipment or property • Reconcile cost sharing issues • Check final indirect costs • Determine how to monitor use

of property where a Federal financial interest remains after closeout

• Design a closeout-friendly award document

COURSE TOPICS

• Preparing For and Initiating Closeout

• Collecting Required Reports• Analyzing & Acting on

Performance Reports• Analyzing & Acting on Property

Reports• Analyzing & Acting on Financial

Reports• Final Issues• After-Closeout Activities• Improving Your Closeout Rate




Jul 23-24, 2018 .......................... VirtualAug 8-9, 2018..................... Seattle, WA Aug 16-17, 2018 .......... Washington, DC Sep 13-14, 2018 ..................Denver, CO Oct 15-16, 2018 ......................... Virtual Nov 29-30, 2018 .......... Washington, DC Dec 12-13, 2018 ........................ Virtual Jan 2-3, 2019 ............................. Virtual Feb 19-20, 2019 ....... Tysons Corner, VA Apr 3-4, 2019 ....................... Austin, TX Jun 10-11, 2019 ......................... Virtual




CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Monitoring Federal Grants and


• Performance Measurement for Federal Grants Under 2 CFR 200


• Federal Assistance Law • Federal Grants Update

COURSE FORMAT: Lecture, discussion, and hands-on practical exercises


Federal Grants UpdateCourse 2017 | 1 day | $649


Members of the Federal grants community need to keep up-to-date with the ongoing changes to the Uniform Guidance (2 CFR 200). This course provides grants professionals with insight into the ongoing changes as well as a preview of upcoming updates. Participants will explore issues and best practices tied to each phase of the grants lifecycle. Facilitators will also discuss the most recent Office of Management and Budget (OMB) Audit Compliance Supplement.

Who Takes This Course: This course is intended for anyone interested in keeping their grants management knowledge current, including staff from Federal awarding agencies; state, local, and tribal governments; nonprofit organizations; community colleges and universities; and audit organizations.

• Analyze ongoing governmental initiatives and recent significant events in Federal financial assistance to determine the impact on grants management

• Examine the real and potential effects of 2 CFR 200 on the pre-award phase of the grants lifecycle

• Examine the real and potential effects of 2 CFR 200 on the post-award phase of the grants lifecycle

• Examine the real and potential effects of 2 CFR 200 on the closeout and audit phases of the grants lifecycle

COURSE TOPICS

• Recent Developments for Grants Management

• Issues and Best Practices in the Pre-Award Phase

• Issues and Best Practices in the Post-Award Phase

• Closeout, Audits, and Applying Lessons Learned



Jul 11, 2018 ........................Atlanta, GA Jul 25, 2018 ................. Washington, DC Jul 27, 2018 .........................Denver, CO Aug 1, 2018 ........................ Seattle, WA Aug 15, 2018 ............................. Virtual Sep 21, 2018 ......................Atlanta, GA Sep 28, 2018 ............................. Virtual Oct 5, 2018 .................. Washington, DC Oct 24, 2018 .............................. Virtual Nov 30, 2018 ............... Washington, DC Dec 14, 2018 ............... Washington, DC Dec 17, 2018 ............................. Virtual Jan 4, 2019 ................................ Virtual Feb 6, 2019 ................. Washington, DC Mar 29, 2019 ........................ Austin, TX Apr 5, 2019 ................. Washington, DC May 10, 2019 .............. Washington, DC Jun 7, 2019 .................. Washington, DC



Knowledge• Course Level: Update

CEU CREDITS: 0.6

CLP CREDITS: 8



• All courses in the Training Course Guide located on the adjacent page

COURSE FORMAT: Individual and small group exercises, lecture, and discussion



102



Whether you need to award grants, successfully maximize subawards, or learn how to win grants — we’ll help you acquire the skills and knowledge you’ll need throughout your journey. The Training Course Guide below allows you to enhance your grants expertise while continuously building skills in other mission-critical areas — maximizing your potential and making you an invaluable asset to your organization.

Visit www.ManagementConcepts.com/Grants to learn more about Grants courses, schedules, and registration information.

Journey to Success for Grants Management Professionals

KEYGrants and Assistance Courses


START

Federal Grants Update

Appropriations Law Refresher and Update

Internal Controls for the Federal

Grants Community

Ethics in the Grants Environment



Detecting and Preventing Fraud on

Federal Grant Projects

Advanced Cost Principles: Avoiding Problem Areas and

Responding to Questioned Costs

Developing & Monitoring Indirect/F&A Cost Rate

Proposals Under 2 CFR 200

Critical Thinking for Problem-Solving

Project Management Principles


103


HR

www.ManagementConcepts.com/HR

Human Capital & Human ResourcesDemand for professionals with HR business, management, and compliance knowledge is increasing as government leaders focus on change management and staffing needs. As the workforce changes, HR becomes a mission-critical area of specialty across the Federal government. To help you develop your HR knowledge, we’ve designed a Federal HR program that provides a robust foundation in the functional HR skills you need to help your organization succeed.

104104

http://www.managementconcepts.com/HR

I enjoyed this course because it gave an overview of all the HR areas and expanded on what I have learned on the job throughout the years. I especially love the references and appendices that were provided!

PARTICIPANT FEEDBACK: HR Boot Camp (Page 106)

Federal Workforce PlanningWorkforce planning is one of the most critical concerns facing organizations. Learn to develop the business case for talent recruiting and placement, employee development, compensation strategies, and succession planning. ()

105105



HR Boot CampCourse 4908 | 5 days | $1,519


Gain the understanding of how the key functions of HR work together to manage the Federal workforce and drive mission results. This five-day course provides a comprehensive overview of Federal HR including HR processes; rules and regulations; and tools and best practices from OPM, Federal agencies, and the commercial sector. The overview culminates in a capstone experience, which provides the opportunity to apply your learning to a real-world Federal HR scenario.

Who Takes This Course: This course is designed for professionals new to Federal HR, those considering a career change, as well as managers and leaders in Federal agencies who seek to gain breadth in their HR knowledge.

• Outline the role and value of HR to a Federal agency

• Relate the importance of the Federal workforce and HR’s role in optimizing it

• Summarize each phase of the HR lifecycle and explain how it impacts workforce results

• Distinguish the different functions within HR and how they integrate across the HR lifecycle to drive results

COURSE TOPICS

• Introduction to Federal Human Resources

• Position Classification and Management

• Staffing for Results• Job Analysis and Competency

Assessment• Performance Management• Employee Development• Employee Relations• Labor Relations• HR Analytics• Capstone

CERTIFICATE PROGRAM(S): • Human Capital & Human

Resources


Jul 30-Aug 3, 2018 ....... Washington, DC Aug 20-24, 2018 ........San Francisco, CA Sep 10-14, 2018 .......... Washington, DC Oct 1-5, 2018 .............. Washington, DC Oct 29-Nov 2, 2018 ................Dallas, TX Dec 3-7, 2018 .............. Washington, DC Jan 7-11, 2019 ............. Washington, DC Mar 4-8, 2019 .............. Washington, DC Apr 15-19, 2019 ....................Dallas, TX May 13-17, 2019 ......... Washington, DC May 20-24, 2019 ................Atlanta, GA Jun 10-14, 2019 ........... Washington, DC Jun 17-21, 2019 ...................Denver, CO


NASBA CPE CREDITS: 40• Field of Study: Personnel/Human

Resources• Course Level: Basic

CEU CREDITS: 3.2

CLP CREDITS: 40



• Exceptional Customer Service in Federal HR

• HR Analytics • Job Analysis for Recruitment and

Selection • Position Classification

HRCI CREDITS: 32.5

HRCI FIELD: HR (General)

COURSE FORMAT: Facilitated discussions, individual and group activities, case scenarios, and role play


HR AnalyticsCourse 4911 | 2 days | $1,019


Talent and workforce analytics are central to effective human resource management. This course provides an overview of the fundamentals of analytics that support HR and other agency leaders and managers in making timely, data-driven human resource decisions. Participants will learn best practices and explore how to use talent and workforce analytics to inform decision-making and improve performance outcomes in Federal agencies.

Who Takes This Course: This course is designed for managers, HR generalists, specialists, and other professionals who need to inform decisions using HR data.

• Give examples of the value analytics brings to human resources (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

COURSE TOPICS

• The Role of Analytics in HR• An Overview of HR Regulations

and Reporting Requirements• Analytics Tools and Techniques

for HR Professionals• Using the Analytics Process

Model• Effectively Presenting HR Data


Resources


Jul 19-20, 2018 ......... Tysons Corner, VA Aug 6-7, 2018.............. Washington, DC Oct 4-5, 2018 .............. Washington, DC Nov 19-20, 2018 ..................Denver, CO Jan 14-15, 2019 ........... Washington, DC Mar 7-8, 2019 .............. Washington, DC Apr 1-2, 2019 .............. Washington, DC May 9-10, 2019 ........... Washington, DC Jun 20-21, 2019 ........... Washington, DC




CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • HR Boot Camp or equivalent

knowledge and experience


• Federal Workforce Planning • The Federal HR Business Partner

HRCI CREDITS: 13


COURSE FORMAT: Facilitated discussions, individual and group activities, case scenarios, and self-assessments


HUMAN RESOURCES

106





LEARNING OBJECTIVES

Federal Workforce PlanningCourse 4906 | 2 days | $829


To drive organizational success and develop a high-performing workforce, agencies use workforce planning to shape talent recruiting and placement, employee development, and compensation. This course emphasizes strategic workforce planning using industry best practices, including OPM’s model, to drive mission achievement. Additionally, the course presents practices for how to integrate your organization’s strategic plan with its workforce plan, how to identify workforce gaps, and ways to inform succession planning.

Who Takes This Course: This course is relevant for Workforce Planners, HR Generalists, HR Business Partners, Analysts, and Operational Managers who perform strategic workforce planning activities or support operational workforce planning.

• Describe the components of effective workforce planning

• Assess and analyze an organization to identify gaps in workforce needs

• Develop a workforce plan that incorporates talent management strategies and associated metrics

• Implement and evaluate a workforce plan

COURSE TOPICS

• Introduction to Workforce Planning

• Conducting an Assessment and Analysis for a Workforce Plan

• Building a Workforce Plan• Implementing and Monitoring a

Workforce Plan


Resources



Jul 23-24, 2018 ............ Washington, DC Aug 27-28, 2018 ..................Denver, CO Sep 10-11, 2018 ....................Dallas, TX Oct 15-16, 2018 ........... Washington, DC Jan 28-29, 2019 ......................... Virtual Mar 18-19, 2019 .................Atlanta, GA May 2-3, 2019 ........................... Virtual



Resources• Course Level: Intermediate

CEU CREDITS: 1.3

CLP CREDITS: 16



HRCI CREDITS: 13


COURSE FORMAT: Learning assessments, individual, small, and large-group practical exercises, discussions, demonstrations, threaded case study, and facilitator presentations


Employee RelationsCourse 4917 | 2 days | $709


A strong employee relations program supports agency management and employees in obtaining a compliant, productive, and mission-focused work environment. Reviewing basics of successful Federal employee relations programs, this course identifies Federal employment program options designed to enhance productivity, motivation, and morale. It explores regulatory and policy guidance for managing performance and processing employee grievances. Finally, it provides an opportunity to develop advisory skills to support handling conduct/disciplinary issues.

Who Takes This Course: This course is designed for HR professionals, managers, and other professionals seeking an overview of critical employee relations concepts.

• Define HR specialist and generalist roles, responsibilities, and management/employee advisory services

• Identify the rules, regulations, policies, and guidelines applied in performing employee relations program functions

• Analyze performance criteria and root causes of performance deficiencies

• Identify performance standard factors such as timeliness, quality of work, and quantity of work

• Describe evaluation and coordination requirements in providing reasonable accommodations to enhance performance

• Discuss processes and procedures for utilizing performance-based actions

• Identify action items for addressing employee misconduct

• Discuss processes and procedures for affecting disciplinary and adverse actions

• Manage grievance processes and collaboration with agency and union officials

• Support agency mission requirements by assisting management and employees in developing and maintaining high level performance, conduct, and morale

• Employee Relations Functions• Rules and Regulations• Performance and Performance-

Based Actions• Conduct Matters• Employee Grievances• Representing the Agency


Resources


Aug 27-28, 2018 .......... Washington, DC Aug 29-30, 2018 ..................Denver, CO Sep 24-25, 2018 .................Atlanta, GA Nov 1-2, 2018 .............. Washington, DC Feb 28-Mar 1, 2019 ..... Washington, DC May 2-3, 2019 ............. Washington, DC




CEU CREDITS: 1.3

CLP CREDITS: 16



• Job Analysis for Recruitment and Selection

HRCI CREDITS: 13


COURSE FORMAT: Individual, small-group, and large-group practical exercises; self-assessments, case studies, role plays, discussions, and application-planning


HUMAN RESOURCES

107






Exceptional Customer Service in Federal HRCourse 4922 | 2 days | $709


This course will enable participants to learn and apply practical skills for delivering exceptional human resources (HR) services to internal customers within the Federal Government. Major elements of this course include: the importance of customer service in the Federal human resources function, developing shared expectations with customers, communicating effectively with customers, dealing with difficult customers, diagnosing and solving problems (including performing root cause analysis) and anticipating customer needs and objections.

Who Takes This Course: This course is designed for anyone seeking to expand their customer service skills in Federal HR, such as HR generalists, HR specialists, and HR consultants.

• Explain the value and best practices of exceptional customer service in Federal HR

• Develop a shared understanding of your Federal HR customers’ expectations

• Apply effective communication strategies in working with your Federal HR customers

• Demonstrate problem-solving techniques in Federal HR customer service that address customer needs, concerns, and objections

COURSE TOPICS

• Introduction to Exceptional Customer Service in Federal HR

• Understanding Your Customers• Communicating with Your

Customers• Problem-Solving in Customer

Service


Resources



Jul 16-17, 2018 ............ Washington, DC Oct 15-16, 2018 ........... Washington, DC Dec 10-11, 2018 ........................ Virtual Jan 14-15, 2019 ........... Washington, DC Apr 15-16, 2019 .......... Washington, DC




CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • HR Boot Camp


• The Federal Human Resources Business Partner

• HR Analytics • Federal Workforce Planning

HRCI CREDITS: 13


COURSE FORMAT: Facilitated discussions, individual and group activities, case studies, role plays, and skills practice


The Federal Human Resources Business PartnerCourse 4909 | 2 days | $829


To maintain high performance and achieve mission success, HR professionals, managers, and leaders in Federal agencies need to partner effectively. This course prepares HR professionals and their customers to be strategic partners. Enhance core consulting and problem-solving skills and learn how to identify HR interventions to achieve the mission, vision, and customer objectives. This course explores how to roll out HR policies, programs, and processes to increase workforce performance.

Who Takes This Course: This course is designed for Federal HR professionals who perform or aspire to perform as a strategic business partner in their organizations.

• Discuss the role of the Federal HRBP and the value it provides

• 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

• Describe how to budget for a human capital program

• Apply best practices in change management into HR program implementation

• Use influencing skills to gain buy-in from the customer for an HR program

• Apply project management tools and techniques for HR program implementation

• Implement HRBP best practices

COURSE TOPICS

• The Federal Human Resources Business Partner (HRBP)

• The HRBP as Consultant• Human Capital Planning• Funding and Budgeting• Change Management• Influencing Customer

Investment in HR Programs• Managing HR Projects


Resources



Jul 9-10, 2018 .....................Atlanta, GA Aug 23-24, 2018 .......... Washington, DC Sep 13-14, 2018 ..................Denver, CO Nov 29-30, 2018 .......... Washington, DC Feb 11-12, 2019 .......... Washington, DC Jun 10-11, 2019 ........... Washington, DC




CEU CREDITS: 1.3

CLP CREDITS: 16



knowledge or experience


• Federal Workforce Planning • Getting Efficient: Optimizing HR

Operations

HRCI CREDITS: 13


COURSE FORMAT: Individual, small-group, and large-group exercises; discussions, application-planning, and case studies


HUMAN RESOURCES

108





LEARNING OBJECTIVES

Job Analysis for Recruitment and SelectionCourse 4912 | 3 days | $1,129


Job analysis is a critical function for effective recruiting and hiring in Federal organizations. This course provides necessary knowledge and skills training associated with the hiring process. It presents regulatory requirements and includes an opportunity to conduct a job analysis and use the results to develop assessment instruments. The course also provides individuals with an understanding of hiring flexibilities and behavior-based interviewing.

Who Takes This Course: This course is designed for leadership, HR, or other professionals seeking to develop their skills in Federal job analysis requirements to assist in effective recruitment and selection.

• Identify and examine the steps in the recruitment selection process

• Conduct a job analysis that meets the regulatory requirements of OPM and the Uniform Guidelines on Employee Selection Procedures

• Use the results of a job analysis to develop an effective vacancy announcement and valid assessment instruments

• Use behavior-based interviews for gathering competency-related examples of candidates’ experience

• Facilitate conversations with management in order to better contribute to the recruitment and selection process by explaining job analysis, competency assessments, and behavior-based interviewing

• Determine how to appropriately leverage HR flexibilities in recruitment and selection situations

• Examine the recruitment process

• Apply the job analysis process• Analyze competencies• Evaluate assessment tools• Successfully implement change

COURSE TOPICS

• The Federal Recruitment Process• Job Analysis Process• Using Job Analysis Results• Assessing Candidates• Occupational Questionnaires &

Structured Interviews• Capstone Job Analysis


Resources


Sep 26-28, 2018 .......... Washington, DC Mar 25-27, 2019 .......... Washington, DC




CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • HR Boot Camp• Federal Workforce Planning

HRCI CREDITS: 19.5


COURSE FORMAT: Individual, small-group, and large-group practical exercises; self-assessments, discussions, and capstone activity


Federal Talent AcquisitionCourse 4921 | 2 days | $709


An integral human capital function, talent acquisition drives staffing, recruitment, selection, placement, entry on duty, onboarding, and employee development. This course provides an opportunity to learn and apply strategic and tactical skills in talent acquisition informed by Federal and commercial best practices. This course includes processes to effectively define the need, source and select candidates, and position new hires for success and retention while partnering with hiring managers in a fully Federally compliant and efficient manner.

Who Takes This Course: This course is designed for leadership, HR generalists, specialists, or other professionals seeking practical talent acquisition skills.

• Explain what a talent acquisition strategy is and its relation to the organization

• Describe the OPM End-to-End Hiring Initiative

• Plan ways to get from a stated need to a posted vacancy notice

• Determine the appropriate assessment tools and selection process for a position

• Suggest best practices for onboarding new employees

• Consider ways to use a talent pipeline to meet current and future talent needs

COURSE TOPICS

• Federal Talent Acquisition Strategy

• The Federal Hiring Process• From Needs Analysis to Posting• Assessment and Selection• Entry on Duty, Orientation, and

Onboarding• Managing the Talent Pipeline• Course Wrap-Up


Resources



Sep 17-18, 2018 .......... Washington, DC Nov 19-20, 2018 .......... Washington, DC Feb 21-22, 2019 .......... Washington, DC Apr 8-9, 2019 .............. Washington, DC




CEU CREDITS: 1.3

CLP CREDITS: 16


HRCI CREDITS: 13



• Job Analysis for Recruitment and Selection

• Federal Workforce Planning • Employee Relations • Position Classification • Supporting Professional Growth in

Organizations

COURSE FORMAT: Facilitated discussions, and individual and group activities


HUMAN RESOURCES

109






Supporting Professional Growth in OrganizationsCourse 4918 | 1 day | $519


Facilitating professional development and career transitions makes for a more highly engaged workforce. This course presents strategies for helping employees develop new skills and identify their options for career growth. It includes an overview of tools used to assess natural abilities, skills, motivators, and work style preferences. Using this information, individuals practice assisting employees in developing career strategies and in writing individual development plans (IDPs).

Who Takes This Course: This course is designed for HR professionals, managers, and other leaders who wish to inform team and organizational strategies for effective employee growth at the individual and organizational levels.

• Create and capture usable career development models and tools

• Construct a process to support individuals in developing personal career goals

• Develop a skill set to aid employees through the process of career planning, individual development plan creation, and decision-making

• Demonstrate employee network building and action-planning support

COURSE TOPICS

• Career Planning Models and Tools

• Supporting the Development of Career Goals

• Strategies, Options, Career Planning, and IDPs

• Personal Networks and Action Plans


Resources



Sep 20, 2018 ............... Washington, DC Mar 4, 2019 ................. Washington, DC Jun 14, 2019 ................ Washington, DC




CEU CREDITS: 0.6

CLP CREDITS: 8


SUGGESTED PREREQUISITES: • Federal Workforce Planning

HRCI CREDITS: 6.5


COURSE FORMAT: Individual, small-group, and large group practical exercises; job aid development, case studies, role-plays, discussions, and application-planning


HUMAN RESOURCES

Effective staffing practices are vital

to the success of your agency.

Equip yourself with the skills needed

for successful workforce planning.

Position ClassificationCourse 4913 l 3 days l $1,009

• Gain a foundational understanding of the position classification process, the underlying positions framework, and the legal requirements of classification

• Learn how to classify positions in the Federal Wage System (FWS)

Position ManagementCourse 4914 l 2 days l $829

• Attain knowledge and tools for organizational design, current and future workforce alignment, and more

• Discover best practices in position management

• Gain a solid understanding of workforce planning

YOUR AGENCY IS ONLY AS STRONG AS

ITS WORKFORCE

www.ManagementConcepts.com/HR

110





This Training Course Guide displays recommended paths to deliver a compelling combination of knowledge, skills, and competencies for human resources. Customize your path to reflect your professional goals.

Visit www.ManagementConcepts.com/HR to learn more about Human Resources courses, schedules, and registration information.

Journey to Success for Human Resources Professionals

KEYHuman Capital & Human Resources Courses


START

Breakthrough Problem Solving

Employee Relations

Position Classification

Federal Talent Acquisition

Exceptional Customer Service in Federal HR

The Federal Human Resources Business Partner

Federal Workforce Planning

Project Management Essentials for Non-Project Managers

Analytics Boot Camp

Supporting Professional Growth in

Organizations

Communicating Strategically

HR AnalyticsHR Boot Camp


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ONLINE TRAINING OPTIONS

RemoteLog in online to join a live classroom session being held in one of

our training facilities.

Self-PacedIndependently

complete a training course online, with no time constraints.

Attend a class hosted entirely online with you, your classmates, and the

instructor logged into the virtual environment.

Virtual

Take advantage of our rapidly-expanding online curriculum, delivered in three formats:

Our online training options are designed to support your professional development journey — no matter how tight

your agency’s travel budget may be.

Log On. Learn. Advance. (Repeat)

112

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Advanced Leadership Skills and Techniques .......................................................... Page 118

Agile Project Management for the Federal Environment ............................. Page 142

Agile Requirements: Creating User Stories COMING SOON ............................................ Page 144

Briefing and Presentation Skills ............................................................................. Page 132

Budgeting and Accounting: Making the Connection ................................................ Page 73

CON 170: Fundamentals of Cost and Price Analysis ............................................ Page 13

CON 270: Intermediate Cost and Price Analysis .................................................. Page 15

CON 280: Source Selection and Administration of Service Contracts ................. Page 16

CON 290: Contract Administration and Negotiation in a Supply Environment ................................................................................... Page 17

Contracting Officer’s Representative Course ....................................................... Page 24

Cost Principles for Federal Grants: 2 CFR 200 (Subpart E) and FAR 31.2 .............. Page 89

Critical Thinking for Problem Solving ................................................................ Page 122

Data-Driven Decision Making .............................................................................. Page 54

Employee Relations COMING SOON ............................................................................... Page 107

Exceptional Customer Service in Federal HR ...................................................... Page 108

Federal Grants Update ....................................................................................... Page 102

Federal Talent Acquisition ................................................................................. Page 109

Federal Workforce Planning .............................................................................. Page 107

Leadership and Management Skills for Non-Managers ........................................... Page 116

Leadership Skills and Techniques ............................................................................ Page 117

Managing Risk through Effective Enterprise Risk Management .............See web for details

Scrum Product Owner: A Federal Approach ............................................................ Page 143

ScrumMaster: A Federal Approach .......................................................................... Page 144

Supporting Professional Growth in Organizations ............................................. Page 110

The Federal Human Resources Business Partner ................................................ Page 108

The Legislative Process: Working with Congress ....................................................... Page 72

Uniform Administrative Requirements for Federal Grants ................................... Page 88

ONLINE COURSES SNAPSHOTA QUICK LOOK AT SOME OF OUR ONLINE COURSES

Check out our Online Training Options video to learn more about each delivery format!

www.ManagementConcepts.com/Online

113

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LM

www.ManagementConcepts.com/Leadership

Leadership & ManagementEvery employee within an organization contributes to culture, engagement, and overall performance. Leaders at all levels help an organization thrive during change and navigate shifting priorities. Gain the knowledge and skills you need to identify and step into your personal leadership strengths.

114114

http://www.managementconcepts.com/Leadership

This course provided insight to help me be aware of how I think under stress, as well as how I can apply critical thinking to problem-solving on a daily basis.

PARTICIPANT FEEDBACK: Critical Thinking for Problem Solving (Page 122)

• The Professional Government Supervisor Program (Page 120)

• Decision Making (Page 124)

WHAT’S NEW?

115115



LEARNING OBJECTIVES

Leadership and Management Skills for Non-ManagersCourse 4000 | 3 days | $979


Leaders exist at all levels of an organization, regardless of title or role. Explore how to identify leadership opportunities and use your natural strengths to take on important leadership roles within your organization. Learn strategies that successful leaders use to communicate effectively, build relationships, influence, solve problems, make decisions, work in teams, and succeed during times of organizational change.

Who Takes This Course: This course is designed for individuals who are not formal managers but need to get work done through others.

• Apply leadership and management skills to overcome a leadership challenge

• Explain leadership and management as an integration of roles with distinct characteristics

• Describe emotionally intelligent leadership skills • Recognize the importance of developing strategic

awareness of how your organization functions, including how to navigate your organization and collaborate with key stakeholders

• Demonstrate an understanding of basic communication principles as they relate to leadership and management

• Explain how to leverage the skills of others as well as your own in order to effectively work in teams

• Apply critical thinking techniques to solve problems and make decisions

• Describe techniques to influence others within your organization

• Describe techniques for successfully responding and adapting to change

COURSE TOPICS

Leadership Challenge• Understanding Your Leadership Challenge

Defining Leadership and Management• Characteristics of an Effective Leader• The Integration of Leadership and Management

Emotional Intelligence• Emotional Intelligence and Leadership and

Management• Self-Awareness• Self-Management• Social Awareness• Relationship Management

Broadening Your Perspective• Understanding the Organizational Environment• Collaboration and Knowledge Sharing• Understanding the Needs of Others

Communication Skills• Workplace Communication Fundamentals• Communication Filters• Listening and Asking Questions

Working in Teams• High-Performing Teams• Team Development• Trust Within Teams• Improving Team Functions

Problem Solving and Decision Making• Best Practices for Problem-Solving and

Decision-Making• Overcoming Inhibitors to Creative

Problem-Solving• Ethical Decision-Making• Accountability

Influencing Without Authority• Principles of Influence• Sources of Influence• Influencing Techniques• The Influential Conversation• Establishing Credibility• Harnessing Your Power• Networking• Managing Up

Effectively Responding and Adapting to Change• Benefits of Change• Resistance to Change• Change and Transition• Engaging Groups in Change

CERTIFICATE PROGRAM(S): • Leadership & Management• Federal Financial Management• Human Capital & Human Resources• Project & Program Management


Jul 11-13, 2018 ...........................Washington, DC Jul 18-20, 2018 .........................................Virtual Jul 25-27, 2018 ........................Tysons Corner, VA Aug 1-3, 2018.............................Washington, DC Aug 20-22, 2018 ................................Atlanta, GA Aug 27-29, 2018 ............................San Diego, CA Sep 12-14, 2018 .........................Washington, DC Sep 17-19, 2018 .................................. Dallas, TX Oct 17-19, 2018 .......................Tysons Corner, VA Oct 24-26, 2018 ..........................Washington, DC Nov 5-7, 2018 .................................... Denver, CO Nov 19-21, 2018 .........................Washington, DC Dec 3-5, 2018 ....................................Atlanta, GA Dec 12-14, 2018 .........................Washington, DC Dec 17-19, 2018 .......................................Virtual Jan 14-16, 2019 ........................................Virtual Jan 23-25, 2019 ..........................Washington, DC Feb 6-8, 2019 ..........................Tysons Corner, VA Feb 27-Mar 1, 2019 ....................Washington, DC Mar 18-20, 2019 .........................Washington, DC Apr 8-10, 2019 .........................................Virtual Apr 17-19, 2019 ......................Tysons Corner, VA May 8-10, 2019 ..........................Washington, DC May 15-17, 2019 ...........................San Diego, CA Jun 5-7, 2019 ..............................Washington, DC Jun 19-21, 2019 ................................... Dallas, TX


NASBA CPE CREDITS: 24• Field of Study: Personal Development• Course Level: Basic

PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24


RECOMMENDED FOLLOW-ON COURSES: • Leadership Skills and Techniques • Critical Thinking for Problem Solving • Interpersonal Skills: Developing Effective

Relationships

COURSE FORMAT: Lecture, discussion, and individual and group exercises


LEADERSHIP & MANAGEMENT

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LEARNING OBJECTIVES

Leadership Skills and TechniquesCourse 4001 | 3 days | $1,039


What is leadership, and what are the essential traits and behaviors of leaders? This course provides the opportunity to explore various skills and techniques crucial to effective leadership. You will learn skills such as engagement and motivation; performance enhancement; coaching; and conflict resolution. Examine the role ethical leadership plays in creating an environment of creativity and innovation. Additionally, you will assess your own leadership style and values in an effort to increase your flexibility as a leader.

Who Takes This Course: This course is designed for managers, supervisors, team leaders, and individuals who want to develop high-performance leadership competencies.

• Discover your personal leadership style and values to identify opportunities for flexible leadership

• Analyze practices to build emotionally intelligent teams

• Apply strategies for engaging and motivating others to maximize team performance

• Explore techniques for enhancing the performance of individuals on your team

• Demonstrate coaching techniques to empower others

• Examine methods for supporting teams through challenging situations

• Model how leaders use conflict resolution techniques to manage groups

• Discover strategies for developing inclusive teams to foster an environment of creativity and innovation

• Examine the role ethical leadership plays in high-quality decision-making

COURSE TOPICS

Leadership Style and Flexible Leadership• Personal and Team Values• Integrated Leadership and Management• Personal Leadership Style• Flexible Leadership

Emotional Intelligence and Mindful Leadership• Emotional Intelligence and Mindful Leadership• Building Emotionally Intelligent Teams• Challenging Automatic Assumptions

Engagement and Motivation• Engagement and Motivational Drivers• Engagement, Motivation, and Identity• Influencing Team Engagement and Motivation

Performance Management• Goals and Expectations• Delegation• Feedback

Coaching Skills• Leader as a Coach• Coaching Techniques• Empowering Conversations

Creating Adaptable and Resilient Teams• Adaptable and Resilient Teams• The Importance of Adaptable and Resilient Teams• Strategies for Adaptability and Resilience• Advocating For Your Team

Managing Conflict• Conflict Resolution and Leadership• Conflict Management Styles• Strategies for Managing Conflict

Establishing Inclusive Teams• Leveraging Diversity and Inclusion to Foster

Innovation• Strategies for Building Inclusive and Innovative

Teams

Ethical Leadership and High-Quality Decision-Making

• High-Quality Decision-Making• Ethical Decision-Making• Strategies for High-Quality Decision-Making

CERTIFICATE PROGRAM(S): • Leadership & Management• Federal Financial Management• Project & Program Management


Jul 16-18, 2018 ...........................Washington, DC Aug 1-3, 2018.............................Washington, DC Aug 22-24, 2018 .................................. Dallas, TX Sep 17-19, 2018 .........................Washington, DC Oct 1-3, 2018 ....................................Atlanta, GA Oct 24-26, 2018 ..........................Washington, DC Oct 31-Nov 2, 2018 .....................Washington, DC Nov 14-16, 2018 ............................San Diego, CA Dec 5-7, 2018 .................................... Denver, CO Dec 19-21, 2018 .......................................Virtual Jan 23-25, 2019 ..........................Washington, DC Feb 20-22, 2019 .......................................Virtual Mar 4-6, 2019 .............................Washington, DC Mar 25-27, 2019 ......................Tysons Corner, VA Apr 17-19, 2019 .........................Washington, DC May 1-3, 2019 ...................................Atlanta, GA May 22-24, 2019 ........................Washington, DC Jun 3-5, 2019 ............................................Virtual Jun 26-28, 2019 .......................Tysons Corner, VA


NASBA CPE CREDITS: 24• Field of Study: Personal Development• Course Level: Basic

PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24


RECOMMENDED FOLLOW-ON COURSES: • Advanced Leadership Skills and Techniques• Critical Thinking for Problem Solving• Interpersonal Skills: Developing Effective

Relationships

COURSE FORMAT: Facilitated discussion, lecture, and individual and group exercises



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LEARNING OBJECTIVES

Advanced Leadership Skills and TechniquesCourse 4002 | 3 days | $1,089


Learn how to shift your view to serve as a strategic leader in today’s complex organizations, where senior leaders must foster resilience and emotionally intelligent behaviors across the organization. Develop the ability to engage in strategic change management, use advanced communication skills, and lead organizational culture change. In addition, you will examine the role of systems and design thinking so you can lead others to spark strategic and innovative change.

Who Takes This Course: This course is designed for established leaders and managers who need to make strategic organizational decisions.

• Evaluate your leadership role within the complex systems of your organization

• Determine ways to build resilience within yourself and your teams to foster an emotionally intelligent organization

• Devise a plan that enables you to improve your organization’s culture

• Develop a strategy for creating and managing change in your organization

• Use targeted strategic thinking practices to communicate more effectively

• Select appropriate leadership language to enhance your interpersonal communication

• Implement design thinking strategies to foster an innovative culture

• Illustrate a plan for fostering an ethical organization focused on serving others

• Develop a plan for how to apply advanced leadership skills and techniques in your career

COURSE TOPICS

Leading Through Complexity• Organizational Complexity and Leadership• The Organizational Ecosystem• Leading Across Boundaries• Managing Paradoxes

Leading a Resilient and Emotionally Intelligent Organization

• Emotional Intelligence and Psychological Capital• Strategies for Building Emotional Intelligence and

Resilience

Organizational Culture• Understanding Your Organization’s Culture• The Impact of Your Organization’s Cultural Layers• Creating Cultural Transformation

Strategic Change Management• Systems Thinking• Managing the Human Side of Change• Strategies for Creating and Managing

Organizational Change

Advanced Interpersonal Communication• Leadership Language• Conveying a Powerful Leadership Presence

Cultivating an Innovative Organization• Leading the Conditions for Innovation• Design Thinking for Innovation

Servant Leadership• The Servant Leader Mindset• Servant Leadership and Ethical Decision Making• Creating a Serving Culture

My Leadership Journey• My Leadership Journey

CERTIFICATE PROGRAM(S): • Leadership & Management• Project & Program Management


Jul 11-13, 2018 ...........................Washington, DC Aug 6-8, 2018.............................Washington, DC Aug 29-31, 2018 .........................Washington, DC Sep 19-21, 2018 .......................................Virtual Oct 3-5, 2018 .............................Washington, DC Nov 28-30, 2018 .........................Washington, DC Dec 10-12, 2018 .......................................Virtual Jan 14-16, 2019 ........................................Virtual Feb 25-27, 2019 .........................Washington, DC Apr 10-12, 2019 .........................Washington, DC Apr 29-May 1, 2019 ..................................Virtual May 22-24, 2019 ............................... Denver, CO May 29-31, 2019 ........................Washington, DC Jun 10-12, 2019 .............................San Diego, CA


NASBA CPE CREDITS: 24• Field of Study: Personal Development• Course Level: Advanced

PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Leadership and Management Skills for Non-

Managers• Leadership Skills and Techniques

RECOMMENDED FOLLOW-ON COURSES: • From Tactical to Strategic Thinking • Navigating Change in Turbulent Times • Strategic Planning in Federal Agencies




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LEARNING OBJECTIVES

Engaging LeadershipCourse 4003 | 2 days | $829


Engaging Leadership provides leaders with the tools needed to get most out of their employees. Through interactive discussions and exercises, participants identify factors that reliably produce engagement and disengagement, leverage unique motivators from diverse audiences, and practice conversations to keep engagement levels high during times of change and conflict. Participants leave the class with practical tools needed to cultivate workplace relationships and promote professional growth in others.

Who Takes This Course: This course is intended for leaders at all levels of an organization who need to increase the engagement of others and foster more effective performance.

• Analyze the impact of employee engagement within the organization

• Foster an engaging workplace environment that leverages the diverse capabilities of individuals

• Use the power of conversation to encourage engagement

• Employ best practices for engaging employees and promoting continuous growth

COURSE TOPICS

Overview of Engaging Leadership• Engagement and

Disengagement• Characteristics and Behaviors of

Engaging Leaders• Engagement Throughout the

Organization

Engaging Diverse Audiences• Engagement and Identity• Leveraging Unique Motivators

Communicating Toward Engagement

• Engagement Conversations• Engaging through Change and

Conflict

Leadership Tools Supporting Engagement

• Cultivating Relationships• Encouraging Professional

Growth



Aug 6-7, 2018.............. Washington, DC Sep 10-11, 2018 .................Atlanta, GA Oct 11-12, 2018 ........ Tysons Corner, VA Dec 17-18, 2018 .......... Washington, DC Feb 4-5, 2019 .............. Washington, DC Mar 7-8, 2019 ............................ Virtual Apr 15-16, 2019 ....... Tysons Corner, VA Jun 3-4, 2019 ............... Washington, DC


NASBA CPE CREDITS: 16• Field of Study: Personal

Development• Course Level: Intermediate

CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Leadership Skills and Techniques


• Advanced Leadership Skills and Techniques

• Building and Sustaining Teams

COURSE FORMAT: Individual, small-group, and large-group exercises; self-assessment, skills practice, expert-led discussions, and application-planning


Navigating Change in Turbulent TimesCourse 4712 | 3 days | $1,039


Change is the new normal for individuals and organizations. How you and others behave and respond to change creates opportunities to demonstrate new ways of leading and managing within your organization. Learn to make sense of the human side of change and use practical tools and techniques to help others navigate through change.

Who Takes This Course: This course is intended for leaders and managers who need to prepare individuals in their organization and support them during change efforts.

• 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

COURSE TOPICS

• Change and the Paradoxes of Leading It

• How Levels of Culture Affect Change

• Innovative Ways to Engage Groups in Change Efforts

• Group Reconstruction• Making the Most of the Neutral

Zone• Change in Action• Exploring the New Normal• The Importance of Storytelling

During Transition

CERTIFICATE PROGRAM(S): • Leadership & Management• Federal Financial Management• Human Capital & Human



Aug 8-10, 2018 ............ Washington, DC Oct 15-17, 2018 ..................Atlanta, GA Oct 31-Nov 2, 2018 ...... Washington, DC Jan 30-Feb 1, 2019 ...... Washington, DC May 15-17, 2019 ......... Washington, DC Jun 24-26, 2019 ........... Washington, DC


NASBA CPE CREDITS: 24• Field of Study: Business

Management & Organization• Course Level: Intermediate

CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Influencing Skills


• Breakthrough Problem-Solving • From Tactical to Strategic Thinking

COURSE FORMAT: Individual, small- and large-group practical exercises; self-assessments, discussions, application planning, and facilitator presentations



119




LEARN MOREwww.ManagementConcepts.com/Supervisor

Design your perfect solution.Our customizable, comprehensive supervisory skills solution is

mapped directly to OPM’s supervisory training requirements and benefits both new and established Federal supervisors.

Choose from 29 topic areas to customize a program for your organization with The Professional Government Supervisor Program.

120

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LEARNING OBJECTIVES

Fostering Accountability, Adaptability, and ResilienceCourse 4080 | 2 days | $829


Organizations are in a constant state of flux, which can create uncertain, complex, and ambiguous workplace environments. Develop the knowledge and skills needed to be more accountable, adaptable, and resilient on a day-to-day basis, including holding yourself responsible for behaviors and actions, being willing to change as needed, acknowledging setbacks, and finding ways to move forward.

Who Takes This Course: This course is designed for leaders at any level who are faced with managing themselves or their teams when dealing with challenging situations.

• Explain how building competency in accountability, adaptability, and resilience improves individual and organizational performance

• Identify and foster effective accountability in yourself and others

• Understand components of adaptability and determine methods to increase emotional and procedural agility in self and others

• Recognize individual and team levels of resilience and determine practices to sustain resilience by maintaining balance and a strategic view

• Establish and implement a daily routine for applying AAR in the workplace

COURSE TOPICS

• Accountability, Adaptability, and Resilience (AAR) in the Workplace

• Accountability• Adaptability• Resilience• Applying Accountability,

Adaptability, and Resilience (AAR) in the Workplace

CERTIFICATE PROGRAM(S): • Leadership & Management


Jul 9-10, 2018 .............. Washington, DC Aug 23-24, 2018 .......... Washington, DC Sep 13-14, 2018 ................. Seattle, WA Oct 11-12, 2018 ........... Washington, DC Dec 13-14, 2018 .......... Washington, DC Jan 24-25, 2019 ......................... Virtual Mar 18-19, 2019 .......... Washington, DC Apr 8-9, 2019 ................. San Diego, CA Apr 29-30, 2019 .......... Washington, DC Jun 17-18, 2019 .....................Dallas, TX




CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Leadership and Management Skills

for Non-Managers• Interpersonal Skills: Developing

Effective Relationships


• Navigating Change in Turbulent Times

• Leadership Skills & Techniques • Engaging Leadership • Critical Thinking for Problem-Solving



Fostering a Diverse and Inclusive WorkplaceCourse 4098 | 2 days


In today’s multidimensional society, organizations recognize it is a business imperative to maximize diverse workforce talents. Diverse and inclusive workplaces are more innovative, efficient, productive, and successful. Engage in self-reflection and discussion to understand how diversity and inclusion affect the workplace, and identify ways to create inclusive work relationships.

Who Takes This Course: This course is intended for anyone interested in diversity and inclusion and its effects in the workplace.

• Recognize why diversity and inclusion are important to team and organizational success

• Identify the strengths and challenges of diversity in the workplace

• Analyze how the dimensions of one’s identity shape their views, values, and perceptions in the workplace

• Manage hidden biases• Contribute to an inclusive

workplace environment• Establish processes to plan and

integrate diversity and inclusion in your organization

COURSE TOPICS

• The Importance of Diversity and Inclusion in the Workplace

• Examining Identity and Its Impact on the Workplace

• The Influence of Hidden Biases• Building an Inclusive Workplace

CERTIFICATE PROGRAM(S): • Leadership & Management


CLASSROOM



CEU CREDITS: 1.3

CLP CREDITS: 16



for Non-Managers• Leadership Skills and Techniques


• Building and Sustaining Teams • Advanced Leadership Skills and

Techniques

HRCI CREDITS: 13


COURSE FORMAT: Individual and group exercises, self-reflection activities, scenario analysis, discussions, and application-planning



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Critical Thinking for Problem SolvingCourse 4060 | 3 days | $1,039


The ability to think critically is a crucial skill set because an essential measure of an organization’s success is its ability to overcome problems. Explore what critical thinking entails and the mindset of effective critical thinkers, while learning about your thinking style. Learn how to frame problems and formulate effective decision criteria to arrive at the best solution to a problem. Improve your ability to overcome obstacles to critical thinking and use creative thinking tools by applying critical thinking and problem-solving methods to your own workplace situations.

Who Takes This Course: This course is intended for professionals who want to change thinking patterns to solve workplace problems.

• Analyze qualities and patterns of effective critical thinkers

• Use sound methods of framing problems and thinking critically to implement solutions

• Overcome obstacles to critical thinking and problem solving

• Use various tools to promote critical thinking for problem solving

• Use creative thinking tools and methods to solve problems

• Apply critical thinking strategies to solve work-related problems

COURSE TOPICS

• The Critical Thinker• Framing the Problem• Barriers to Critical Thinking• Tools for Critical Thinking and

Problem Solving• Creative Thinking for Problem

Solving• Problem Solving Workshop




Aug 13-15, 2018 .......... Washington, DC Sep 12-14, 2018 .................Atlanta, GA Oct 22-24, 2018 .....................Dallas, TX Oct 31-Nov 2, 2018 .................... VirtualNov 14-16, 2018 ....................Dallas, TX Jan 9-11, 2019 ............. Washington, DC Feb 27-Mar 1, 2019 .. Tysons Corner, VA Mar 11-13, 2019 .......... Washington, DC Apr 10-12, 2019 .......... Washington, DC May 20-22, 2019 ......... Washington, DC


NASBA CPE CREDITS: 24• Field of Study: Personal Development• Course Level: Intermediate

PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Participants should have some

experience in addressing workplace problems


• Breakthrough Problem Solving • Creativity and Innovation • From Tactical to Strategic Thinking • Negotiation Skills • Resolving Conflict

COURSE FORMAT: Individual and group practical exercises, self-assessments, case studies, role-playing exercises, individual coaching and feedback sessions, discussions, and application planning


Breakthrough Problem SolvingCourse 4063 | 3 days | $1,039


For better or worse, a status quo exists in every organization and often impedes the ability to consider alternate perspectives and solutions. Learn how to reframe organizational issues to overcome the hurdles that come along with complex problems. Discuss ways to overcome common barriers that hinder breakthrough thinking, and gain insight into your preferences around solving organizational issues.

Who Takes This Course: This course is designed for leaders and managers who want to think in new ways about problems, issues, or challenges in order to break through common perceived barriers.

• Define the status quo and evaluate the effectiveness of situations in which they practiced breakthrough problem-solving

• Assess a potential change to the status quo and determine its likelihood for success

• View problems from various perspectives to devise strategies that incorporate multiple stakeholders’ interests

• Overcome hurdles that impede progress or promote imbedded thinking within an organization

• Use future-focused language and effective coaching strategies to prepare employees for new ways of operating

• Create a breakthrough problem solving plan that fosters sustainable change

• Lead directed brainstorming sessions that yield more substantive results

COURSE TOPICS

• Introduction to Breakthrough Problem Solving

• Mapping the Current Status Quo

• Reframing Problems from Alternative Perspectives

• Changing Embedded Mindsets• Methods to Foster

Breakthrough Thinking• Fostering Adaptability• Planning for a Breakthrough• Moving Forward

CERTIFICATE PROGRAM(S): • Leadership & Management• Human Capital & Human



Jul 25-27, 2018 ............ Washington, DC Oct 3-5, 2018 .............. Washington, DC Dec 5-7, 2018 .............. Washington, DC Jan 23-25, 2019 ........... Washington, DC Mar 20-22, 2019 .......... Washington, DC May 8-10, 2019 ........... Washington, DC




CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Critical Thinking for Problem Solving


• Decision Making • From Tactical to Strategic Thinking • Navigating Change in Turbulent

Times

COURSE FORMAT: Individual, small- and large-group practical exercises; self-assessments, self-reflection, discussions, facilitator presentations, and application-planning



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LEARNING OBJECTIVES

Creativity and InnovationCourse 4064 | 2 days | $829


Gather practical tools and techniques to help generate and gain support for creativity and innovation in the workplace. Explore the conditions necessary for creativity and innovation to thrive in the workplace, and practice a wide range of techniques to access creative capacities, develop persuasive cases in order to implement new ideas, and obtain buy-in for innovation from stakeholders.

Who Takes This Course: This course is designed for individuals at all professional levels seeking to tap into and enable creative thinking for themselves and others in the workplace to do the hard work that innovative problem-solving requires.

• Recognize your potential for thinking creatively and enabling innovation

• Generate innovative solutions by discovering and testing creative ideas

• Create an environment that continually fosters creativity and innovation

• Develop a persuasive case for implementing an innovation

COURSE TOPICS

• Foundation for Creative Thinking and Innovation

• Generating Creative Ideas• Fostering a Creative and

Innovative Environment• Converting Creative Ideas into

Reality



Jul 23-24, 2018 ............ Washington, DC Aug 23-24, 2018 ....... Tysons Corner, VA Sep 13-14, 2018 .......... Washington, DC Nov 15-16, 2018 .......... Washington, DC Jan 7-8, 2019 ............... Washington, DC Feb 25-26, 2019 .......... Washington, DC Apr 11-12, 2019 .......... Washington, DC




CEU CREDITS: 1.3

CLP CREDITS: 16




• Breakthrough Problem Solving

COURSE FORMAT: Individual and group practical exercises, self-assessment, discussion, and application planning

REQUIRED MATERIALS: Participants are strongly encouraged to bring to class a situation (e.g., a problem, issue, challenge, or goal) on which they feel stuck and are seeking a creative or innovative solution.


Strategic Planning in Federal AgenciesCourse 4750 | 3 days | $1,039


Develop a working knowledge of the Federal performance management framework and the ability to apply a strategic planning process that drives action and delivers desired results. Through an exploration of key principles, practical tools, and effective practices, you will return to your organization with the skills needed to contribute to or lead strategic planning activities in the Federal environment.

Who Takes This Course: This course is designed for business analysts, managers, directors, or anyone who is in involved in strategic planning at any level in the Federal Government.

• Describe the Federal performance management framework and the strategic planning process

• Discuss strategic planning models and techniques used to analyze both internal and external environments

• Write actionable strategic planning goals and objectives

• Discuss the contents of the annual performance plan and effective performance indicators and targets

• Describe the purpose of performance and strategic reviews

COURSE TOPICS

• Overview of Federal Performance Requirements

• Analyzing Internal and External Environments

• Setting Strategic Goals and Objectives

• Annual Performance Plan• Performance and Strategic

Reviews



Aug 1-3, 2018.............. Washington, DC Sep 12-14, 2018 .......... Washington, DC Nov 5-7, 2018 .............. Washington, DC Jan 28-30, 2019 ........... Washington, DC Apr 15-17, 2019 .......... Washington, DC Jun 5-7, 2019 ............... Washington, DC


NASBA CPE CREDITS: 24• Field of Study: Business

Management & Organization• Course Level: Intermediate

CEU CREDITS: 1.9

CLP CREDITS: 24



• Navigating Change in Turbulent Times

HRCI CREDITS: 19.5


COURSE FORMAT: Individual, small-group, and large-group exercises; lecture, and discussions

REQUIRED MATERIALS: Your agency’s current: Strategic Plan, Annual Performance Plan, and Annual Performance Report



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From Tactical to Strategic ThinkingCourse 4062 | 2 days | $829


Explore ways to break free from reactionary, short-term thinking to consider the larger picture. Learn to align individual and team goals to your organization’s mission and vision, identify characteristics and practice strategies used by effective strategic thinkers, and use a strategic framework to identify opportunities for organizational growth—while maintaining a customer focus. From Tactical to Strategic Thinking uses real-world situations to help you move from a tactical to a strategic perspective in any leadership role.

Who Takes This Course: This course is designed for people who want to be able to move beyond day-to-day, reactionary thinking to a more long-term and future-focused perspective.

• Analyze the uses of tactical and strategic thinking

• Develop a strategic mindset to achieve long-term personal and professional goals

• Use a strategic framework to organize thinking and make decisions

• Capitalize on opportunities to promote continuous organizational and personal growth

COURSE TOPICS

• Strategic Thinking Overview• Shifting to a Strategic Mindset• A Framework for Strategic

Thinking• Maintaining Momentum for

Strategic Thinking



Jul 25-26, 2018 ............ Washington, DC Sep 17-18, 2018 ........................ Virtual Oct 15-16, 2018 ........... Washington, DC Dec 10-11, 2018 ........................ Virtual Jan 10-11, 2019 ........... Washington, DC Mar 11-12, 2019 ........................ Virtual Apr 22-23, 2019 .......... Washington, DC May 28-29, 2019 ....................... Virtual




CEU CREDITS: 1.3

CLP CREDITS: 16




• Breakthrough Problem Solving• Decision Making



Decision MakingCourse 4645 | 1 day | $409


Each day leaders are called to make all types of decisions. As organizations and markets become increasingly fast-paced and complex, the pressure to make sound decisions with limited information and time is palpable. Explore how to make sound decisions that connect to strategic outcomes and intentionally apply strategic thinking practices to a decision-making framework. By combining the decision-making framework with strategic thinking, you will be able to evaluate decision options in terms of long range strategic outcomes and support positive organizational outcomes through impactful decisions.

Who Takes This Course: This course is designed for managers, team leaders, analysts, and individuals who want to make high quality decisions.

• Discuss steps in a framework for effective decision-making and different types of decisions to be made in the workplace

• Use strategic thinking to plan and achieve long-term goals

COURSE TOPICS

Making Effective Decisions• Decision-Making Overview• Decision-Making Framework• Types of Decisions

Thinking Strategically• Thinking Approaches• Developing a Strategic

Perspective



Jul 20, 2018 ........................Atlanta, GA Aug 17, 2018 ...............New Orleans, LA Sep 17, 2018 ............... Washington, DC Oct 22, 2018 ................ Washington, DC Mar 20, 2019 ............... Washington, DC Apr 15, 2019 ............... Washington, DC Jun 5, 2019 .................. Washington, DC




CEU CREDITS: 0.6

CLP CREDITS: 8



• Analytics Boot Camp• Evaluating and Presenting Analysis

Results• Breakthrough Problem Solving

COURSE FORMAT: Individual, small-group, and large-group practical exercises; self-assessments, skills practice, application-planning, and facilitator presentations



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LEARNING OBJECTIVES

Supervising Employee PerformanceCourse 4713 | 3 days | $979


Supervisors play a pivotal role in managing the day-to-day and long-term performance of their teams. The most effective supervisors use performance management best practices to meet the needs of individual employees. This course focuses on vital supervisory skills related to performance management, such as providing feedback, diagnosing performance issues, coaching, and mentoring.

Who Takes This Course: This course is intended for supervisors who need to improve the performance of those they lead.

• Explore and assess yourself against best practices in supervision

• Give valuable feedback to help employees perform more effectively

• Plan effectively for employee performance, creating a commitment to achieve one’s goals

• 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

COURSE TOPICS

• Becoming a Supervisor• Giving and Receiving Feedback• Supervising Employees• Giving Feedback• Diagnosing Performance Issues• Appraising Performance• Coaching• Mentoring



Jul 25-27, 2018 ............ Washington, DC Aug 27-29, 2018 .......... Washington, DC Nov 14-16, 2018 .......... Washington, DC Jan 30-Feb 1, 2019 ...... Washington, DC May 6-8, 2019 ............. Washington, DC Jun 12-14, 2019 ........... Washington, DC



Development• Course Level: Basic

CEU CREDITS: 1.9

CLP CREDITS: 24



• HR Essentials for Government Supervisors

• Leadership Skills and Techniques • Building and Sustaining Teams

HRCI CREDITS: 4.5


COURSE FORMAT: Self-assessments, case studies, role plays and scenarios, discussions, individual, small- and large-group exercises; facilitator presentations, and application planning


HR Essentials for Government SupervisorsCourse 4708 | 2 days | $829


Effective supervisors need to be more than managers of people; they also need to have a full understanding of the policies, procedures, and accountabilities that apply to government supervisors. Learn legal guidelines and best practices to effectively collaborate with the HR department throughout the entire talent lifecycle. Review supervisory responsibilities as they relate to the Federal budget process, tips to acquire talent, and the proper way to address employee relations and labor and management complaints.

Who Takes This Course: This course is designed for new and experienced supervisors to learn or refresh their understanding of their supervisory accountabilities from an HR perspective.

• Discuss the evolving role of supervisors and managers in relation to Federal HR policies and procedures

• Effectively collaborate with the HR department throughout the entire talent lifecycle

• Apply practical tips to acquire talent through position management and position classification, including developing position descriptions

• Adhere to Equal Employment Opportunity (EEO) and anti-discrimination laws during the selection and hiring process

• Describe the roles and responsibilities of a supervisor when supervising bargaining unit employees

• Apply a standard process for addressing Employee Relations, and Labor and Management complaints

• Support budget activities during each phase of the Federal budget process

COURSE TOPICS

• Effective Supervision in the Federal Environment

• The Evolving Role of the Federal Supervisor

• Working Within the Federal Budget Process

• Talent Acquisition• Employee and Labor Relations



Jul 12-13, 2018 ............ Washington, DC Oct 1-2, 2018 .....................Atlanta, GA Oct 25-26, 2018 ........... Washington, DC Dec 6-7, 2018 .............. Washington, DC Feb 21-22, 2019 .......... Washington, DC Apr 11-12, 2019 ....... Tysons Corner, VA




CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Supervising Employee Performance


• Engaging Leadership

HRCI CREDITS: 13


COURSE FORMAT: Individual, small-group, and large-group practical exercises; discussions, case studies, and facilitator presentation



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Building and Sustaining TeamsCourse 4704 | 3 days | $1,039


Building and sustaining high-performing teams requires conscious planning, an understanding of team member differences, and the ability to establish norms that promote collaboration. Learn to build high-performing teams by discussing previous teaming experiences, gaining insight into your own preferences around team dynamics, and evaluating the strategies you currently use to help accomplish team objectives. Participants will also acquire skills to promote successful teaming experiences and sustain high performance.

Who Takes This Course: This course is designed for supervisors who want to think, problem-solve, innovate, and find support in order to help their organizations build high-performing teams.

• Compare personal and team characteristics to leverage skills and maximize team strengths

• Apply effective communication strategies to ensure team success

• Illustrate how creating efficient team norms can align your team to its organizational goals

• Decide what concrete steps a team can take to achieve high performance and prepare a plan for implementation

COURSE TOPICS

High-Performing Teams• Characteristics of High-

Performing Teams• Trust and the Foundations of a

High-Performing Team• Sustaining High Performance

Effective Communication• Keirsey Temperaments• Team Communication

Team Alignment• Understanding Your Team and

Planning for Alignment• Establishing Behavioral Norms

and Team Processes

Course Capstone




Aug 8-10, 2018 ............ Washington, DC Sep 12-14, 2018 ....... Tysons Corner, VA Sep 24-26, 2018 ........................ Virtual Oct 29-31, 2018 ........... Washington, DC Dec 10-12, 2018 ........................ Virtual Feb 13-15, 2019 .......... Washington, DC Apr 17-19, 2019 ........................ Virtual May 29-31, 2019 ......... Washington, DC




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24



for Non-Managers• Leadership Skills and Techniques• Interpersonal Skills: Developing



• Anytime Coaching • Fostering a Diverse and Inclusive

Workplace

COURSE FORMAT: Individual, small-group, and large-group practical exercises; self-assessments, discussions, self-reflection, and application-planning


Anytime CoachingCourse 4700 | 3 days | $1,039


Effective supervisors find “coachable” moments that empower employees to reach new insights, make effective decisions, and improve their competence. The Anytime Coaching model provides tools to guide employees through a variety of workplace situations. This highly interactive course introduces the key practices of observing, inquiring, listening, and responding, and highlights the importance of mindfulness—being fully present, aware, and focused—during coaching interactions.

Who Takes This Course: This course is designed for supervisors who want to learn to appropriately respond to others in the moment and help team members unleash their fullest potential.

• Describe the Anytime Coaching model and how it can be applied in day-to-day interactions with others

• Demonstrate mindfulness to better relate to others during coaching interactions

• Recognize how focusing on the positive qualities of individuals improves coaching interactions

• Practice observation of self and others to respond appropriately in the moment

• Ask powerful questions that elicit insight to prompt employees to realize their full potential

• Practice extreme listening • Practice responding

appropriately during coaching interactions

• Create a plan to integrate Anytime Coaching principles into day-to-day performance conversations

COURSE TOPICS

• Introduction to Anytime Coaching

• Preparing Yourself To Coach• The Practice of Observing• The Practice of Listening• The Practice of Inquiring• The Practice of Responding• Improving Day-to-Day

Performance




Jul 18-20, 2018 ............ Washington, DC Sep 5-7, 2018 .............. Washington, DC Dec 17-19, 2018 .......... Washington, DC Mar 6-8, 2019 .............. Washington, DC May 15-17, 2019 ......... Washington, DC




CEU CREDITS: 1.9

CLP CREDITS: 24



for Non-Managers• Interpersonal Skills: Developing



• Leadership Skills and Techniques • Building and Sustaining Teams


Call 888.545.8575 for Private Group Training pricing..


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LEARNING OBJECTIVES

360-Degree Assessment WorkshopCourse 4350 | 0.5 days


By taking a self-assessment and gathering feedback from managers, supervisors, reports, colleagues and team members, you can get a full-circle view of your on-the-job performance. This four-phase workshop is designed to help you understand your current strengths and identify areas for continued growth and leadership development. The workshop will address how to interpret the assessment results and how to use the results to create an action plan to achieve individual development goals.

Who Takes This Course: This workshop is designed for individuals who want to gain valuable insight about their performance and how they are perceived by others.

• Interpret 360-degree feedback results to create a development plan

COURSE TOPICS

Reading and Interpreting the 360-Degree Feedback Results

Spread across several weeks, this four-phase workshop includes:

• Phase I: Virtual program orientation

• Phase II: Online 360-degree assessment

• Phase III: In-person, half-day feedback results session

• Phase IV: Individual telephone coaching session (scheduled by each participant following Phase III)

We have structured this workshop to give you the maximum benefit of a four-phased 360-degree feedback process. Phases I and II are considered “pre-work” and occur at your workplace, on a schedule that you determine. Phases III and IV are specifically scheduled events with dates that you select.


CLASSROOM VIRTUAL


Development• Course Level: Basic

CEU CREDITS 0.3

CLP CREDITS: 4


SUGGESTED PREREQUISITES: • Participants should have strong

interpersonal skills and be ready to explore how to enhance their self-awareness.


• Leadership Skills and Techniques • Advanced Leadership Skills and

Techniques

COURSE FORMAT: Reading materials, telephone coaching, online survey, and in-person learning


DISC WorkshopCourse 4372 | 0.5 days


Have you ever wondered why some workplace relationships are easy while others require a great deal of effort? Each person has communication preferences that affect how they interact with others in your organization – as well as the other people in your network beyond work. The DISC workshop helps you identify how you project yourself to different people in different situations, so you can develop strategies to work more effectively with others.

Who Takes This Course: This course is designed for professionals who want to utilize the DISC Assessment as tool for building self-awareness and relationship building in the workplace.

• Use the DISC assessment to inform your decisions regarding interpersonal relationships in the workplace

COURSE TOPICS

• DISC Assessment• Getting the Most from your

DISC Results• Module Capstone


CLASSROOM VIRTUAL

NASBA CPE CREDITS: 4 • Field of Study: Personal

Development • Course Level: Basic

CEU CREDITS: 0.6

CLP CREDITS: 4


RECOMMENDED FOLLOW-ON COURSES

• Interpersonal Skills: Developing Effective Relationships

• Resolving Conflict• Influencing Skills

COURSE FORMAT: Individual, small, and large group exercises, discussions. self-assessment, self-reflection, application planning



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Resolving ConflictCourse 4364 | 2 days | $829


Identify the nature of conflict and the role conflict plays in an organization. Learn how to recognize the constructive and destructive natures of conflict, appropriately react to a conflict situation, effectively communicate through the exchange, and explore methodologies to effectively manage and resolve conflicts. You will also gain insight into responding to conflicts to achieve desired outcomes for yourself as well as your organization.

Who Takes This Course: This course is designed for individuals who want to better manage conflict through developing a constructive conflict resolution environment that can lead to creative and innovative solutions.

• Describe conflict and its sources and strategies

• Interpret behaviors and reactions within different conflict styles

• Evaluate the impact of how people interpret situations and communicate during conflict

• Assessing conflict to determine a resolution

COURSE TOPICS

Recognizing Conflict• Types of Conflict• Conflict Sources and Strategies

Managing Conflict Styles• Understanding Your Approach

to Conflict• Managing Conflict Styles of

Others

Engaging in Conflict• Assumptions and Conflict• Conflict Communication

Techniques

Effective Conflict Resolution• Analyzing a Conflict and

Finding a Resolution• Facilitating Dialogue



Jul 23-24, 2018 ............ Washington, DC Oct 4-5, 2018 .............. Washington, DC Dec 10-11, 2018 .......... Washington, DC Feb 28-Mar 1, 2019 ..... Washington, DC Apr 15-16, 2019 .......... Washington, DCMay 30-31, 2019 ......... Washington, DC



Marketing

CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Interpersonal Skills: Developing



• Influencing Skills

COURSE FORMAT: Individual and small-group exercises, lecture, discussion, scenarios, role playing, and application exercises


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individualized coaching!

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LEARNING OBJECTIVES

Interpersonal Skills: Developing Effective RelationshipsCourse 4367 | 3 days | $1,039


Interpersonal skills are the foundation of trust and productive relationships in the workplace. Improving interpersonal skills comes through honest self-assessment and practice relating to others. Gain a better understanding of your own communication style and how that style differs from others. Use that understanding to develop strategies to communicate effectively, resolve conflict, build relationships, and maintain trust.

Who Takes This Course: This course is intended for individuals at all levels who want to improve their communications and relationships with others.

• Complete an action plan to develop interpersonal skills

• Use multiple self-assessments to increase their understanding of themselves and the perspectives of others

• Apply positive and productive communication techniques to various types of interactions by receiving feedback from others

• Create supportive workplace relationships by treating others with respect, trust, and dignity

• Use strategies to successfully overcome tense situations and restore confidence in relationships

• Using a competitive game environment, use interpersonal skills to respond to a series of real-world scenarios

COURSE TOPICS

• Overview of Interpersonal Skills in the Workplace

• Awareness of Self and Others• Effective Communication Skills• Forming Connections with

Others• Dealing with Difficult

Interpersonal Relationships• Capstone: EXIT Game

(EXperiential Interpersonal Techniques)



Jul 18-20, 2018 ............ Washington, DC Aug 20-22, 2018 .......... Washington, DC Sep 10-12, 2018 .......... Washington, DC Sep 26-28, 2018 .................Atlanta, GA Oct 3-5, 2018 ........... Tysons Corner, VA Nov 14-16, 2018 .......... Washington, DC Dec 12-14, 2018 .......... Washington, DC Jan 28-30, 2019 ........... Washington, DC Mar 13-15, 2019 .......... Washington, DC Apr 24-26, 2019 ....... Tysons Corner, VA May 6-8, 2019 ............. Washington, DC May 29-31, 2019 ......... Washington, DC Jun 3-5, 2019 ............... Washington, DC




CEU CREDITS: 1.9

CLP CREDITS: 24



• Influencing Skills • Negotiation Skills • Resolving Conflict

COURSE FORMAT: Individual, small-group, and large-group exercises; action planning, self-assessments, role playing, discussion, and interactive games


Influencing SkillsCourse 4363 | 2 days | $829


Do you want to expand your personal influence within your organization, learn to overcome obstacles, and discover influencing strategies to help build relationships? Leaders at all levels need to know how to effect change in others to drive results. Explore how to assess influence situations, practice new skills using a variety of influencing behaviors, and build networks. Return to your workplace ready to apply new skills to resolve current work-related influence challenges.

Who Takes This Course: This course is designed for professionals at all levels who want to learn methods to expand their personal influence through relationship-building and cross-organizational communication.

• Analyze the role influence plays in the modern workplace

• Interpret the links between your natural emotions and influence

• Create a situation-specific influence strategy

• Demonstrate effective communication techniques to influence others

COURSE TOPICS

• Influencing in Today’s Workplace

• Maximizing Your Internal Responses to Influence

• Building an Influence Strategy• Communicating for Influence



Aug 16-17, 2018 .......... Washington, DC Sep 13-14, 2018 .......... Washington, DC Nov 8-9, 2018 .............. Washington, DC Dec 17-18, 2018 .......... Washington, DC Jan 31-Feb 1, 2019 ...... Washington, DC May 9-10, 2019 ........... Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16





• Leadership and Management Skills for Non-Managers

• Leadership Skills and Techniques• Negotiation Skills

COURSE FORMAT: Individual, small- and large-group practical exercises; role-plays, discussions, and application-planning



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Communicating StrategicallyCourse 4320 | 2 days | $829


Intentional communication strengthens professional relationships and builds a healthy and productive working environment. Learn how to incorporate strategic, future-focused considerations into your daily communication. Explore how to plan strategic messages, align your goals to tangible outcomes, and analyze and cater messages to various audiences to maximize their impact.

Who Takes This Course: This course is designed for people who want to sharpen their strategic thinking skills and communicate more effectively in the workplace.

• Analyze opportunities to incorporate strategic communication

• Use strategic communication to achieve desired outcomes

• Incorporate audience considerations into communication practices

• Design messages that effectively promote strategic interests

COURSE TOPICS

• Strategic Communication Overview

• Communicating to Achieve Outcomes

• Knowing Your Audience• Designing Strategic

Communication

CERTIFICATE PROGRAM(S): • Leadership & Management• Human Capital & Human



Jul 9-10, 2018 .............. Washington, DC Aug 27-28, 2018 .......... Washington, DC Sep 20-21, 2018 ........................ Virtual Oct 25-26, 2018 ........... Washington, DC Nov 29-30, 2018 .......... Washington, DC Jan 3-4, 2019 ............... Washington, DC Feb 7-8, 2019 ............................ Virtual Mar 25-26, 2019 .......... Washington, DC May 6-7, 2019 ............. Washington, DC Jun 13-14, 2019 ........... Washington, DC




CEU CREDITS: 1.3

CLP CREDITS: 16



Effective Relationships• From Tactical to Strategic Thinking


• Briefing and Presentation Skills • Critical Thinking for Problem Solving • Influencing Skills

COURSE FORMAT: Individual, small-group, and large-group exercises; lecture; discussion


Negotiation SkillsCourse 4365 | 2 days | $829


Negotiation comes with a connotation associated with manipulation, chiseling, and taking advantage of others. However, negotiation has a positive outcome when you seek to understand the interests and goals in play in order to find a mutually beneficial solution. Participants will practice applying negotiation skills to a variety of situations in order to develop creative solutions, learn to recover stalled negotiations, and determine the Best Alternative to the Negotiated Agreement (BATNA).

Who Takes This Course: This course is designed for individuals who want to learn to negotiate agreements in a way that builds and maintains effective working relationships.

• Identify and explain basic concepts associated with the practice of negotiation

• Discover own negotiation style and identify situations in which each style is most effective

• Examine key elements of negotiation planning

• Identify and implement key concepts and strategies related to Interest-Based Negotiation (IBN)

• Examine how the concepts of power and need influence negotiation strategy and tactics

• Assess how multi-party negotiations differ from two-party negotiations

• Examine communication issues to enhance negotiations and foster positive professional relationships

COURSE TOPICS

• Understanding How Negotiation Works

• Negotiation Styles• Planning for a Negotiation• Interest-Based Negotiation

(IBN)• Power, Needs, and Strategy• Multi-Party Negotiations• Communicating Effectively to

Enhance Negotiations



Aug 23-24, 2018 .......... Washington, DC Nov 19-20, 2018 .......... Washington, DC Feb 25-26, 2019 .......... Washington, DC May 9-10, 2019 ........... Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Critical Thinking for Problem Solving• Influencing Skills• Interpersonal Skills: Developing



• Resolving Conflict • Communicating Strategically

COURSE FORMAT: Individual, small- and large-group practical exercises; case studies, self-assessments, discussions, role-plays, and application-planning



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LEARNING OBJECTIVES

Grammar RefresherCourse 4316 | 2 days | $829


In the workplace, we are often judged by how well we write and speak. Understanding the fundamentals of grammar enables you to communicate effectively and convey messages clearly. Learn about updates to the English language and retrain yourself to correct outdated grammatical habits. Refresh your knowledge of grammar basics, practice identifying and correcting common mistakes, and build confidence in your communication skills.

Who Takes This Course: This course is designed for professionals who want to learn about recent changes to the English language and apply functional grammar principles to create credible business documents.

• Identify and correct some of the most common grammatical mistakes

• Correctly use commas, abbreviations, verb conjugation and tenses, and complex sentences

• Approach writing with the most up-to-date information on correct grammar usage and changes to the English language

• More effectively compose and create polished, credible business documents

• Provide clarity of meaning through the use of correct grammar and punctuation

• Avoid writing sentence fragments and run-on sentences

• Know when and how to use the active voice

• Eliminate verb tense errors, misplaced and dangling modifiers, and improper pronoun usage

COURSE TOPICS

• Grammar and Communication• Building Blocks of Language• Constructing Messages• Fine-Tuning Messages



Sep 20-21, 2018 .......... Washington, DC Oct 22-23, 2018 ........ Tysons Corner, VA Dec 3-4, 2018 .............. Washington, DC Feb 25-26, 2019 .......... Washington, DC Apr 15-16, 2019 .......... Washington, DC Jun 6-7, 2019 ............... Washington, DC



Marketing• Course Level: Basic

CEU CREDITS: 1.3

CLP CREDITS: 16



• Business Writing

COURSE FORMAT: Individual, small-group, and large-group practical exercises; facilitator presentations, discussions, one-on-one coaching and feedback, and application planning


Business WritingCourse 4317 | 2 days | $829


Build the knowledge and skills you need to communicate to various audiences in an effective and, when appropriate, influential way. Practice using pre-writing techniques to improve writing clarity and conciseness while meeting the specific needs of your audience. Learn best practices for editing and ways of seeking feedback from others to ensure your message is being received the way you intend.

Who Takes This Course: This course is designed for professionals who want to refine their written communication skills and focus on creating their own specific writing style that is professional and impactful.

• Recognize the components of effective business writing

• Write effective sentences and paragraphs that provide pertinent and organized information to readers

• Plan and outline documents using appropriate tools and strategies

• Write effective business correspondence

• Edit documents for quality and consistency

COURSE TOPICS

• Business Writing Basics• Effective Writing Skills• Planning Your Writing• Business Correspondence• Editing Documents




Jul 23-24, 2018 ...................Atlanta, GA Jul 23-24, 2018 ............ Washington, DC Aug 20-21, 2018 .......... Washington, DC Sep 13-14, 2018 ....................Dallas, TX Sep 27-28, 2018 .......... Washington, DC Oct 4-5, 2018 .............. Washington, DC Nov 5-6, 2018 .............. Washington, DC Dec 10-11, 2018 .......... Washington, DC Jan 28-29, 2019 ........... Washington, DC Mar 21-22, 2019 ....... Tysons Corner, VA Apr 4-5, 2019 .............. Washington, DC Apr 18-19, 2019 ............. San Diego, CA May 29-30, 2019 ......... Washington, DC Jun 20-21, 2019 ........... Washington, DC




CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Grammar Refresher


• Briefing and Presentation Skills • Communicating Strategically



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Briefing and Presentation SkillsCourse 4318 | 3 days | $1,039


Public speaking can feel like a daunting task, but with adequate preparation and time to practice delivery techniques, you can communicate clearly and confidently, anticipate audience needs and questions, and address other fears associated with briefings and presentations. Learn techniques for creating and organizing content, write compelling introductions and clear transitions, and create strong closings that appeal to a variety of audiences. Additionally, participants will develop effective messages by applying best practices, including the use of visual aids.

Who Takes This Course: This course is designed for individuals who want to improve the quality and impact of their briefings and presentations.

• Analyze the characteristics of effective briefings and presentations

• Prepare for delivering different types of briefings and presentations

• Develop a natural speaking presence for delivering presentations

• Use compelling visuals and stories to engage your audience

• Deliver an effective presentation using industry best practices

COURSE TOPICS

• Introduction to Briefings and Presentations

• Preparing for Briefings and Presentations

• Delivery Skills and Challenges• Making Presentations

Memorable• Capstone: Delivering Effective

Presentations



Jul 16-18, 2018 ............ Washington, DC Aug 27-29, 2018 .......... Washington, DC Sep 10-12, 2018 ........................ Virtual Sep 26-28, 2018 .......... Washington, DC Oct 3-5, 2018 .............. Washington, DC Oct 15-17, 2018 .....................Dallas, TX Oct 29-31, 2018 ........... Washington, DC Nov 19-21, 2018 .......... Washington, DC Dec 3-5, 2018 ............................ Virtual Dec 17-19, 2018 .......... Washington, DC Jan 16-18, 2019 ........... Washington, DC Feb 13-15, 2019 ........................ Virtual Mar 18-20, 2019 .......... Washington, DC Apr 10-12, 2019 .......... Washington, DC May 8-10, 2019 ........... Washington, DC May 29-31, 2019 ...... Tysons Corner, VA Jun 12-14, 2019 ........... Washington, DC Jun 17-19, 2019 ..................Atlanta, GA




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24



• Business Writing • Grammar Refresher • Communicating Strategically • Influencing Skills • Data Visualization

COURSE FORMAT: Individual, small-group, and large-group exercises; lecture and discussion


Customer Service Skills and TechniquesCourse 4374 | 2 days | $709


Customer service is crucial for organizations across all industries and sectors, public and private. Providing exceptional customer service starts with understanding who your customers are and establishing a customer focus to meet their needs. Learn and practice the skills involved in establishing a genuine customer focus, determining customer expectations, communicating with customers, dealing with difficult customers, and evaluating customer service.

Who Takes This Course: This course is designed for professionals looking to improve the customer service experience and develop techniques to build strong customer relationships.

• Examine the value of providing exceptional customer service in today’s business environment

• Explore how service is defined by customers

• Communicate effectively and genuinely with customers

• Apply strategies to better deal with challenging customers

• Objectively evaluate customer service efforts

COURSE TOPICS

• Establishing a Customer Focus• Determining Customer

Expectations• Communicating with Customers• Dealing with Challenging

Customers• Evaluating Customer Service

CERTIFICATE PROGRAM(S): • Leadership & Management • Federal Financial Management• Project & Program Management



Aug 16-17, 2018 ....... Tysons Corner, VA Oct 15-16, 2018 ........... Washington, DC Dec 13-14, 2018 .......... Washington, DC Jan 17-18, 2019 ........... Washington, DC Mar 14-15, 2019 .......... Washington, DC Jun 24-25, 2019 ........... Washington, DC



Marketing• Course Level: Basic

CEU CREDITS: 1.3

CLP CREDITS: 16



• Interpersonal Skills: Developing Effective Relationships

• Resolving Conflict

COURSE FORMAT: Individual and group practical exercises, discussions, and application planning



132



Leadership and management skills are invaluable regardless of your area of expertise. The Training Course Guide below provides one potential path to help you develop skills that are critical throughout your career, whether your role is technical or non-technical in nature. From finance professionals to human resource managers, and countless roles in-between, we’ll help you build the skills needed to drive results in your organization.

Visit www.ManagementConcepts.com/Leadership to learn more about Leadership & Management courses, schedules, and registration information.

Journey to Success for Leadership and Management Professionals

KEYLeadership & Management Recommended Courses

Additional Resources

Areas of expertise that heavily utilize leadership and management skills

AC AcquisitionAN Analytics

FM Financial Management HR Human ResourcesGA Grants

START

Fostering Accountability,

Adaptability, and Resilience

Creativity and Innovation

Fostering a Diverse and Inclusive

WorkplaceEngaging

Leadership


Interpersonal Skills: Developing Effective

Relationships

AC


AC

Business Writing

AC

Supervising Employee

Performance

AC

From Tactical to Strategic Thinking

AC

Anytime Coaching

HR


AC

Building and Sustaining Teams

HR

Navigating Change in Turbulent Times

HR

Briefing and Presentation Skills

AC FM

Need to enhance your leadership skills? Pursue a Leadership & Management Certificate Program.


Apply our peer-to-peer coaching techniques to enhance personal and team leadership development.

www.ManagementConcepts.com/Coaching

AC AN FM GA


AC FM

Communicating Strategically


133

http://www.managementconcepts.com/Leadership


http://www.managementconcepts.com/Coaching

PM

www.ManagementConcepts.com/ProjectManagement

Project & Program ManagementSkilled project and program managers are critical to successfully meeting an organization’s unique goals and objectives in a relentlessly project-driven culture. Immerse yourself in our integrated project and program management curriculum and walk away equipped with the skills needed to solve complex issues, allowing you to make a major impact on the achievement of your organization’s mission.

134134

http://www.managementconcepts.com/ProjectManagement

The practicals provided in this course were very helpful. The most beneficial takeaway was how to adapt my leadership style to the different members of my staff.

PARTICIPANT FEEDBACK: Leading and Managing High-Performing Project Teams (Page 154)

STAY COMPLIANT

Gain the skills you need to ensure your agency is in compliance with the Federal Acquisition Institute Certification training requirements, Program Management Improvement and Accountability Act (PMIAA), and the Federal Information Technology Acquisition Reform Act (FITARA) with our world-class project management training.

135135



LEARNING OBJECTIVES

Project Management PrinciplesCourse 6100 | 3 days | $1,599

CLASSROOM REMOTE VIRTUAL SELF-PACED PRIVATE GROUP TRAINING

This comprehensive 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 GAO guides, helping you obtain the knowledge, tools, techniques, and best practices to successfully manage a project from initiation to final closeout. You will learn techniques designed to help solidify concepts and form the basis for future, more advanced studies. It also provides a basis for those participants seeking the PMI® Project Management Professional (PMP®) credential.

Who Takes This Course: This course is intended for entry and intermediate level program and project managers.

• Explain fundamental project management concepts

• Develop a project charter • Develop components of a project management

plan • 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

Introduction to Project Management• Characteristics of a Project• Class Activity: Examples of Projects• Programs, Portfolios, and Operations• Key Concepts

Project Origination• Sources of Projects• Strategic Alignment• Project Sponsor• Project Charter• Team Charter• Exercise: Create a Project Charter

Project Planning Overview• Project Planning Introduction• The Importance of Planning• The Project Management Plan• Project Documents• Planning Process Progression• The Project Lifecycle• Development Approaches

Stakeholder Engagement and Communication Management

• Identifying Project Stakeholders• Stakeholder Categories• Stakeholder Register• The Communication Process• Planning Communication• Exercise: Develop a Communications

Management Plan

Defining Project Scope• Progressively Elaborating Scope• Overview of the Work Breakdown Structure (WBS)• WBS Approaches• Developing a WBS

Developing the Initial Project Schedule• The Purpose of Scheduling• Developing a Project Schedule• Exercise: Review a Project Schedule

Assigning Project Resources• Types of Resources• Exercise: Develop a Responsibility Assignment

Matrix

Working With The Project Budget• Estimating Project Costs• Class Activity: Attributing Costs to the Project• Exercise: Develop Cost Estimates

Planning for Risk• Project Risk Overview• Risk Management Processes

Change Management and Project Baselines• Project Change• Change Management Process• Change Management Plan• Project Baselines• Performance Measurement Baseline (PMB)

Managing the Project• The Managing Cycle• Identifying Variance• Determining Corrective Action• Reporting Project Status

Closing the Project• Closing Projects• Lessons Learned• Next Steps

CERTIFICATE PROGRAM(S): • Project & Program Management• Federal Financial Management



Jul 9-11, 2018 .............................Washington, DC Aug 15-17, 2018 .........................Washington, DC Aug 20-22, 2018 ................................Seattle, WA Sep 24-26, 2018 .........................Washington, DC Oct 3-5, 2018 .................................... Denver, CO Oct 10-12, 2018 ........................................Virtual Nov 14-16, 2018 .........................Washington, DC Jan 2-4, 2019 ..............................Washington, DC Jan 28-30, 2019 ..........................Washington, DC Feb 11-13, 2019 .......................................Virtual Feb 27-Mar 1, 2019 ....................Washington, DC Mar 11-13, 2019 ............................San Diego, CA Apr 1-3, 2019 .................................... Denver, CO Apr 8-10, 2019 ........................Tysons Corner, VA Apr 17-19, 2019 .......................................Virtual May 22-24, 2019 ........................Washington, DC Jun 3-5, 2019 ............................................Virtual Jun 10-12, 2019 .................................Atlanta, GA


NASBA CPE CREDITS: 24• Field of Study: Management Services• Course Level: Intermediate

PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24


RECOMMENDED FOLLOW-ON COURSES: • Leadership and Communication Skills for

Project Managers • Managing Scope, Schedule, and Cost • Project Risk Management • Requirements Management for Project

Managers

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate degree/associate category, 2 semester hours in Business Administration/Management, Project Management, or Technology Management.

COURSE FORMAT: Presentation, group and individual exercises, and group activities

Call 888.545.8575 for Self-Paced and Private Group Training pricing.

PROJECT MANAGEMENT

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LEARNING OBJECTIVES

PMP® Exam Prep Boot CampCourse 6137 | 5 days | $2,159


Participants learn concepts of project management to prepare for the exam. They are given access to the webinar, “Completing Your PMP® Application: Learning from an Expert,” which walks through submitting their application to PMI®. Participants prepare for test day with a pre- and post-sample exam questions during class and after class using our online PM PowerTrac simulator, which provides explanations for both correct and incorrect answers. Participants also view exam scores and take as many practice exams as needed until prepared to sit for the PMP® exam.

Who Takes This Course: This course is intended for intermediate level program and project managers.

• Prepare to take and pass the PMP® professional examination

• Obtain the 35 hours of education (PDU’s) required to sit for the exam

• Familiarize yourself with the PMBOK® Guide which is a key source of information for the PMP®

• Recognize the critical study areas to prepare for the exam in order to develop a strategy to study for and pass the PMP® exam

• A pre-test of sample exam questions helps identify areas of focus and a post-test of sample exam questions allows progress to be reviewed

• Receive a copy of the latest edition of the Project Management Institute’s Project Management Body of Knowledge (PMBOK® Guide)

COURSE TOPICS

• About the PMP® Exam• Foundational Concepts• Lifecycles, Organizational Structures and Project

Selection• Project Integration Management• Project Scope Management• Project Schedule Management• Project Cost Management• Project Quality Management• Project Resource Management• Project Communications Management• Project Risk Management• Project Procurement Management• Project Stakeholder Management




Jul 23-27, 2018 ...........................Washington, DC Sep 17-21, 2018 ......................Tysons Corner, VA Oct 1-5, 2018 ...........................................Virtual Dec 3-7, 2018 .............................Washington, DC Jan 7-11, 2019 ..........................................Virtual Feb 11-15, 2019 .........................Washington, DC Feb 25-Mar 1, 2019 ..................................Virtual Mar 25-29, 2019 ......................Tysons Corner, VA May 13-17, 2019 ........................Washington, DC Jun 17-21, 2019 ........................................Virtual


NASBA CPE CREDITS: 40• Field of Study: Management Services• Course Level: Intermediate

PDU CREDITS: 35

CEU CREDITS: 3.2

CLP CREDITS: 40


SUGGESTED PREREQUISITES: • Strong knowledge of project management

fundamental and intermediate skills at the application level

• Leadership and Communication Skills for Project Managers

• Managing Scope, Schedule & Cost• Project Management Principles• Project Risk Management

RECOMMENDED FOLLOW-ON COURSES: • Program Management • Managing Complex Projects • Mission Driven Project Management: From

Strategy to Action • Leading and Managing High-Performing

Project Teams

COURSE FORMAT: Practical examples, class discussions, exercises, representative practice test, study tips and techniques, and a Project Management Professional (PMP®) exam preparation and study plan


PROJECT MANAGEMENT

PMP® Exam Prep Boot Camp Guarantee

If you take the PMP® certification exam within of completing this course and don’t pass, you can retake the course for FREE!

60 DAYS

Visit our website or call 888.545.8575 for complete details.


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Project Risk ManagementCourse 6103 | 3 days | $1,599


This course offers proven methods for incorporating risk management processes as elements of project management. Learn different approaches to identify risks, qualitative and quantitative methods to analyze risks and determine impacts, risk ranking and response techniques, and approaches to monitor, control, and communicate risks throughout the project lifecycle. Increase project success by applying techniques to reduce threats and enhance unexpected opportunities. Learn how to prepare a risk management plan. Discover different approaches to identify, assess, and quantify risks and their impacts.

Who Takes This Course: This course is intended for intermediate level program and project managers.

• Prepare a risk management plan to guide your risk approach

• Identify project risks by using different identification tools

• Integrate risk management techniques and results into a balanced project management approach

• Perform qualitative risk analysis to prioritize risks for response and monitoring

• Perform quantitative risk analysis to assess risk to the overall project cost and schedule objectives

• Incorporate expected value, probability, and distribution into your risk analysis

• Estimate and characterize the impact and timing of risks on your project

• Determine and implement appropriate risk response strategies based on risk analysis

• Monitor and control identified and emerging risks based on risk plan and project execution results

• Communicate risks effectively to all project stakeholders

COURSE TOPICS

• Risk Management Overview• Plan Risk Management• Identify Risks• Perform Qualitative Risk

Analysis• Perform Quantitative Risk

Analysis• Plan Risk Responses• Implement Risk Responses• Monitor Risks


Management



Jul 16-18, 2018 ............ Washington, DC Sep 10-12, 2018 ..................Denver, CO Oct 15-17, 2018 ........... Washington, DC Jan 7-9, 2019 ............... Washington, DC Jan 28-30, 2019 ......................... Virtual Mar 27-29, 2019 .......... Washington, DC May 29-31, 2019 ......... Washington, DC Jun 17-19, 2019 ......... San Francisco, CA




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Project Management Principles



• Managing Multiple Projects • Managing Scope, Schedule, & Cost • Requirements Management for

Project Managers

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate degree category, 2 semester hours in Project Management, Risk Management, or Business Administration.

COURSE FORMAT: Presentation, class exercises, and case studies


Leadership and Communication Skills for Project ManagersCourse 6101 | 3 days | $1,599


This course addresses the challenges of project leadership. It evaluates motivational approaches, helps project leaders assess their personal styles, describes barriers to team performance and the stages of team development, explains how to resolve conflicts and manage agreement, and how to enhance communication effectiveness. Discover which forms of leadership and communication are best suited to your personality. Learn techniques for resolving conflict, managing team issues, and analyzing stages of team development to maximize project team effectiveness.

Who Takes This Course: This course is intended for entry- and intermediate-level program and project managers.

• 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

COURSE TOPICS

• Leadership and the Project Manager

• Communications in Projects• Motivational Approaches• Understanding Psychological

Types• Effective Teams• Managing Conflict & Agreement• Action Planning


Management



Jul 9-11, 2018 ......................Denver, CO Jul 16-18, 2018 .......................... Virtual Sep 10-12, 2018 .......... Washington, DC Oct 29-31, 2018 ......................... Virtual Dec 5-7, 2018 .............. Washington, DC Feb 25-27, 2019 .......... Washington, DC Mar 11-13, 2019 ........................ Virtual Apr 15-17, 2019 .......... Washington, DC May 20-22, 2019 ....................... Virtual Jun 17-19, 2019 ........... Washington, DC




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24



ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in Project Management or Business Administration.

COURSE FORMAT: Presentation, class exercises, and group activities


PROJECT MANAGEMENT

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LEARNING OBJECTIVES

Managing Scope, Schedule, and CostCourse 6135 | 3 days | $1,599

CLASSROOM VIRTUAL SELF-PACED PRIVATE GROUP TRAINING

Delivering a project within the time frame promised (schedule), budget allocated (cost), and with all the bells and whistles (scope) are fundamental issues for all facets of organization success and touch every aspect of the entity. Whether delivering a new building, software project, research program, or a nuclear submarine, all projects require constant monitoring and controlling to meet objectives on time and within budget. By identifying early warning indicators, you will gain greater insight into potential risk areas and take the corrective action to keep the project under control.

Who Takes This Course: This course is intended for entry- and intermediate-level project and program managers.

• Discuss key project scope, schedule, and cost concepts

• 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

• Create an on-the-job action plan

COURSE TOPICS

• Scope, Schedule, and Cost Overview

• Scope• Schedule• Cost• Managing Scope, Schedule,

and Cost• Developing an Action Plan


Management


Jul 9-11, 2018 ........... Tysons Corner, VA Oct 31-Nov 2, 2018 ...... Washington, DC Jan 28-30, 2019 ........... Washington, DC Mar 11-13, 2019 ........................ Virtual May 13-15, 2019 ......... Washington, DC Jun 17-19, 2019 ......................... Virtual




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24




• Project Risk Management • Project Cost Estimating

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in Project Management, Business Administration/Management, or Technology Management.

COURSE FORMAT: Presentation, class discussions, practical activities, group and individual exercises, threaded case study, and action planning for on-the-job implementation


Project Cost EstimatingCourse 6111 | 2 days | $1,349


This in-depth course focuses on approaches to estimating costs and schedules for any project. Understand the various project areas that must be estimated and the tools and methodologies best suited for the estimates you will prepare. Additionally, you’ll recognize the importance of effective estimating throughout the project management lifecycle.

Who Takes This Course: This course is intended for intermediate-level program and project managers.

• Define cost estimating, cost estimating terms, and cost estimating concepts such as basis of estimate

• Create and use a solid work breakdown structure (WBS) and resource breakdown structure to estimate cost and work

• Create cost estimates using different estimating techniques

• Apply a formal process to create a cost estimate for any project

COURSE TOPICS

• Cost Estimating Overview• Getting Started• Estimating Techniques• Finalizing the Estimate


Management


Aug 22-23, 2018 .......... Washington, DC Apr 15-16, 2019 .......... Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16




• Managing Project Quality • Managing Scope, Schedule, and

Cost • Project Risk Management



PROJECT MANAGEMENT

139






Requirements Management for Project ManagersCourse 6134 | 3 days | $1,599


This course presents a requirements management process and the significance of requirements management throughout the project lifecycle, particularly as requirements change. Emphasis is on the necessity of identifying project stakeholders to document requirements and managing stakeholder involvement throughout the project. Learn to manage requirements including implementing a requirements management process, requirements traceability, change control, verification and validation, and the use of progressive elaboration.


• Explain the importance of requirements for project success

• Use a requirements management process

• Use a stakeholder-centric approach for requirements management

• Conduct requirements planning and requirements gathering

• Manage requirements risks on a project

• Determine the project requirements baseline in conjunction with stakeholders

• Use verification and validation (VandV) methods to prepare for a customer review of the requirements

• Manage the project to meet requirements

• Create a list of best practices for requirements management and develop an action plan for implementation

COURSE TOPICS

• Requirements Management Overview

• Stakeholders and Requirements Management

• Managing Requirements Risk• Verifying and Validating

Requirements• Managing Projects to Meet

Requirements• Requirements Management

Essentials


Management


Aug 29-31, 2018 .......... Washington, DC Apr 8-10, 2019 ............ Washington, DC




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24





• Managing Scope, Schedule, and Cost

• Managing Multiple Projects • Project Management Simulation

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the upper-division baccalaureate degree category, 2 semester hours in Project Management, Business Administration, or Technology Management.

COURSE FORMAT: Presentation, class discussion, practical activities, group and individual exercises, threaded case study, compilation of best practices, and action planning for on-the-job implementation


Choose the Self-Paced courses that meet your needs and earn Continuous Learning Points and

Professional Development Units on your own time!

Project Management Training on YOUR schedule?

Agile Project Management forthe Federal Environment.........................

Leadership and CommunicationSkills for Project Managers..................... Page 138

Managing Scope, Schedule, and Cost..... Page 139

Principles of Business Analysis................ Page 155

Project Management Principles.............. Page 136

Project Risk Management....................... Page 138

Requirements Management forProject Managers.................................... Page 140


REGISTER TODAY Only $1,129 per course!

No problem.

PROJECT MANAGEMENT

140





LEARNING OBJECTIVES

Managing Multiple ProjectsCourse 6124 | 3 days | $1,599


In this hands-on, project-driven course, participants learn to apply tools and use techniques to ensure projects succeed. Participants will gain insight into multitasking strategies, planning and scheduling multiple projects, analyzing and evaluating schedules, prioritizing project work, effective delegation, and specific strategies for monitoring and controlling multiple projects.


• Understand key concepts related to managing multiple projects

• Apply effective multitasking strategies

• Plan and schedule multiple projects

• Perform an assessment of multiple project schedules

• Prioritize and delegate project work

• Monitor, control, and report on multiple projects

COURSE TOPICS

• Key Concepts• Multitasking• Planning and Scheduling

Multiple Projects• Assessing Multiple Project

Schedules• Prioritizing and Delegating• Monitoring, Controlling, and

Reporting• Action Planning


Management


Aug 20-22, 2018 ....... Tysons Corner, VA Oct 10-12, 2018 ........... Washington, DC Feb 11-13, 2019 .......... Washington, DC Jun 10-12, 2019 ........... Washington, DC




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Leadership and Communication

Skills for Successful Project Managers

• Project Management Principles


• Making Decisions Using Earned Value

• Managing Scope, Schedule, and Cost

• Project Cost Estimating • Project Risk Management

COURSE FORMAT: Presentation, class simulations, and group and individual exercises


Project Management Essentials for Non-Project ManagersCourse 6131 | 2 days | $1,349


This course introduces project management concepts and sets a baseline for understanding terminology. It provides participants with techniques to effectively manage and participate in small, low-risk projects. Participants will learn to apply elemental basics of project management to their work and create action plans for on-the-job application.

Who Takes This Course: This course is designed for anyone who needs to know how to manage tasks or small projects with a structured approach to ensure success.

• Define project management terms

• Describe fundamental project management concepts

• Identify project stakeholders • Develop a project charter • Describe the planning process • Organize project work using a

work breakdown structure • Understand scheduling

concepts • Describe cost components of

a project • Create a risk register • Describe how to monitor and

manage the project status

COURSE TOPICS

• Project Management Overview• Defining the Project• Planning the Project• Organizing the Scope• Scheduling the Project• Project Budgeting• Planning for Risk• Baselining the Project

Management Plan• Managing the Project• Closing the Project


Management• Federal Financial Management• Human Capital & Human

Resources



Aug 6-7, 2018.............. Washington, DC Oct 15-16, 2018 .................. Seattle, WA Oct 29-30, 2018 ........... Washington, DC Feb 7-8, 2019 .............. Washington, DC May 6-7, 2019 ............. Washington, DC Jun 3-4, 2019 ......................Atlanta, GA




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16




ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate/associate degree category, 1 semester hour in Project Management.



PROJECT MANAGEMENT

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Agile Project Management for the Federal EnvironmentCourse 6010 | 3 days | $1,599


This course is geared toward adopting Agile project management in organizations to improve project delivery and complement and enhance traditional project management rigor. Developed specifically for the Federal workforce, the course addresses the application of Agile project management methodologies to the Federal environment and moves beyond a focus on information technology (IT) to include acquisition, and non-IT domains. It focuses on the idea that project managers are leaders of teams that work with the customer— with the emphasis placed on value rather than cost.

Who Takes This Course: Entry- and intermediate-level program and project managers and team members.

• Examine the differences between Agile project management and typical project management

• Describe the philosophy and framework of Agile development

• Examine the principles and practices using Scrum as a primary Agile project management process

• Review the unique characteristics 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

• Examine what is involved when executing an Agile project

• Practice approaches for monitoring and controlling an Agile project

• Explain the steps involved in closing out an Agile project

• Discuss how to implement Agile project management in the Federal environment

COURSE TOPICS

• Why Agile?• Agile Development• Applying Scrum• Initiating in Agile• Planning in Agile• Executing an Agile Project• Monitoring & Controlling an

Agile Project• Closing an Agile Project• Implementing Agile in the

Federal Environment


Management


Jul 16-18, 2018 ............ Washington, DC Jul 23-25, 2018 ....................Denver, CO Aug 29-31, 2018 .......... Washington, DC Oct 15-17, 2018 .....................Dallas, TX Oct 22-24, 2018 ........... Washington, DC Dec 17-19, 2018 ....... Tysons Corner, VA Feb 13-15, 2019 .......... Washington, DC Mar 13-15, 2019 ....... Tysons Corner, VA Apr 22-24, 2019 .......... Washington, DC May 13-15, 2019 .......San Francisco, CA May 29-31, 2019 ......... Washington, DC




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24




• ScrumMaster: A Federal Approach • Scrum Product Owner: A Federal

Approach

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the upper-division baccalaureate degree category, 1 semester hour in Project Management, Business Administration, or Technology Management.

COURSE FORMAT: Presentation, class discussions, practical activities, group and individual exercises, and a threaded case study


Our complete suite of Agile project management courses for the Federal Workforce provides:

• Perspective on how to integrate roles in the evolving Agile ecosystem

• Translation of Agile into concepts that are scalable and FAR-friendly

• Support for acquisition professionals working in Agile project management environments

LEARN MOREwww.ManagementConcepts.com/Agile

to apply Agile methodology to your role in the Federal Government.

IT’S TIME

PROJECT MANAGEMENT

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http://www.managementconcepts.com/Agile




LEARNING OBJECTIVES

Acquisition of Agile Services WorkshopCourse 6002 | 3 days | $1,599


Designed for the Federal acquisition workforce, this course is intended for professionals working in an Agile project management environment and those evaluating contracts using an Agile development approach. Participants participate in role-play activities using Federal acquisition case studies in order to develop an understanding of the challenges of applying an Agile acquisition framework in a Federal environment. This hands-on experience helps participants understand Agile acquisition by examining contracts where Agile was used successfully.

Who Takes This Course: IT program and project managers and contract personnel who work to align the acquisition process with the technology cycle.

• Recognize key principles of the

Agile methodology • Describe the characteristics of

an effective Agile team • Effectively plan an Agile

acquisition • Select the contracting approach

for an Agile project • Effectively monitor, control,

and report on Agile acquisition projects

• Identify best practices for implementation of an Agile acquisition

COURSE TOPICS

• Agile Development • Agile Acquisition in the Federal

Government• Developing the Agile Contract• Executing Agile Contracts• Putting it All Together


Sep 12-14, 2018 .................Atlanta, GAOct 17-19, 2018 ........... Washington, DCFeb 21-22, 2019 .......... Washington, DCJun 20-21, 2019 ........... Washington, DC




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES:• Introduction to Federal Contracting• Contracting Officer’s Representative

Course• FAC-C or DAWIA Level I Certified• FAC-P/PM Level I Certified• DAWIA Program Management

Level I Certified




• ScrumMaster: A Federal Approach• Scrum Product Owner: A Federal

Approach

COURSE FORMAT: Presentation, class discussions, practical activities, group and individual exercises, and case studies


Scrum Product Owner: A Federal ApproachCourse 6004 | 2 days | $1,349


Learn the responsibilities, challenges, and expectations of the Product Owner role in the Federal environment. Participants will learn how to infuse Federal priorities, goals, and vision into a development team and thereby build effective products. Learn to manage the product backlog and keep the project moving forward with each iteration. Understand the framework of Agile development. Accurately plan Sprints and estimate project delivery dates. Build a requirements document by managing and prioritizing the Product Backlog. Work effectively on an Agile project with customers, users, and other stakeholders.


• Describe the framework of Agile development within typical project management

• Recognize key responsibilities of an Agile Product Owner in a Federal environment

• Accurately plan sprints and estimate project delivery dates in order to keep the project moving forward

• Build a requirements document by managing and prioritizing the Product Backlog

• Apply effective practices from a Product Owner perspective

• Work effectively on an Agile project with customers, users, and other Federal stakeholders

• Review the unique challenges Agile Product Owners have within the Federal environment

COURSE TOPICS

• Agile Scrum Framework• Federal Agile Scrum Team• Product Vision and Agile

Discovery• Release Plan• Product Backlog• Sprint Planning Execution and

Evaluation• The Government and the

Product Owner: What’s Next?


Management


Management


Oct 9-10, 2018............. Washington, DC Feb 11-12, 2019 ........................ Virtual Apr 1-2, 2019 .............. Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Agile Project Management for the

Federal Environment


• Introduction to Acquisition of Agile Services


• ScrumMaster: A Federal Approach

COURSE FORMAT: Presentation, class discussions, practical activities, and group and individual exercises


PROJECT MANAGEMENT

143






ScrumMaster: A Federal ApproachCourse 6005 | 2 days | $1,349


With a focus on Scrum for Federal projects, participants learn basics of Scrum, critical characteristics of a successful ScrumMaster, successes and challenges in a Federal environment, and how to plan and execute a Scrum project. The principles, advantages, and disadvantages of various Agile development methods become clear as participants organize and take part in Scrum teams, and role-play activities using Scrum case studies from Federal organizations. Participants develop an understanding of the challenges of being a ScrumMaster and applying the framework in a Federal environment.


• Manage Scrum projects • Recognize key principles of

Agile and the Scrum framework • Build and manage a productive,

self-organizing development team

• Recognize implementation challenges within Federal government lifecycles

• Create fully functioning applications on time with effective sprint and release planning

• Manage and facilitate key deliverables during implementation

• Effectively monitor and report during the Scrum process

• Recognize challenges for continuous improvement

COURSE TOPICS

• Agile Framework• Scrum Roles• Federal ScrumMaster Planning• ScrumMaster Techniques• Monitoring the Scrum Project• Federal Considerations


Management


Jul 12-13, 2018 ............ Washington, DC Sep 20-21, 2018 .......... Washington, DC May 20-21, 2019 ......... Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16



Federal Environment


• Acquisition of Agile Services Workshop


• Scrum Product Owner: A Federal Approach



Agile Requirements: Creating User StoriesCourse 6007 | 2 days | $1,349


Learn user story gathering techniques and how to map them using story boards. Release planning and backlog grooming will help participants prioritize user stories to ensure the work being done is the work that is needed. Learn to ensure user stories emphasize the needs of the customer in developing a product via story cards, personas, and role cards. In addition, the principles and techniques used to develop and estimate user stories are discussed and reinforced through exercises and case studies.

Who Takes This Course: This course is intended for entry- and intermediate-level program and project managers and team members.

• Define the importance of user stories in the Agile development framework

• Write effective and accurate user stories

• Effectively communicate requirements using Agile techniques to address customers’ needs

• Create and maintain a product backlog

• Leverage practical techniques to gather user stories

• Prioritize user requirements to ensure critical customer requirements are delivered first

• Distinguish between Agile development methods and traditional development methods

• Trace the use of user stories throughout the different stages of Scrum

• Analyze the impact of project roles on the creation of user stories

• Create an on-the-job (OTJ) action plan

COURSE TOPICS

• User Stories in Agile Development

• User Stories and Personas• Story Gathering Techniques &

Product Backlogs• User Stories in Sprint Planning• Execution and Acceptance• User Stories Essentials


Management


Oct 25-26, 2018 ........... Washington, DC Feb 25-26, 2019 .......... Washington, DC Jun 3-4, 2019 ............... Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16



Federal Environment


• Acquisition of Agile Services Workshop

• ScrumMaster: A Federal Approach • Scrum Product Owner: A Federal

Approach



PROJECT MANAGEMENT

144



Plan, Do, Check, Act (PDCA) Project Workflow

ENSURE CONTINUOUS IMPROVEMENT THROUGHOUT THE PROJECT LIFECYCLE

with the

REGISTER TODAY FOR THE IT PM COURSE YOU NEED TO:

• Understand and utilize tools for adaptive (Agile, Scrum, XP, TDD) and predictive (traditional, sequential, waterfall) lifecycles

• Learn best practices and apply key techniques throughout the project life cycle from multiple standards, including Lean, PMBOK® Guide, Software Extension to the PMBOK® Guide Fifth Edition, IEEE, the Agile Manifesto, BABOK®, SFIA, SEBOK®, PSM, and CMMI

Get the skills you need for successful IT project execution with a curriculum built for IT pros, by IT pros.

www.ManagementConcepts.com/ITPM

FLEXIBLE, MODULAR TRAINING

IT PMMASTERY SUITETHE

145

http://www.managementconcepts.com/ITPM



IT PM I: Initiating and Planning Successful ProjectsCourse 6015 | 3 days | $1,599


This course covers basic IT project management topics from initiation through planning phases. It includes best practices from multiple standards throughout the project lifecycle (e.g., Lean, PMBOK® Guide, IEEE, the Agile Manifesto, BABOK®, SFIA, SEBOK®, PSM, and CMMI). Learn how to utilize tools and techniques from either an adaptive lifecycle (Agile, Scrum, XP, TDD) or a predictive lifecycle (traditional, waterfall). To ensure continuous improvement, participants learn to use the concept of the Plan, Do, Check, Act (PDCA) project workflow throughout the project lifecycle.

Who Takes This Course: This course is intended for entry- and intermediate-level IT program and project managers and IT team members.

• Describe the necessary management and control of complexity that is a part of IT projects

• Understand how to align the needs of an organization’s business; the business need; and the usefulness of IT technology, tools, and applications

• Describe how to use different project lifecycles to support an IT project

• Understand the processes utilized to improve the IT project chances of success

• Review the basic tools, techniques, and standard operational activities that can improve an IT project’s successful outcomes

• Recognize the importance of adequate planning required to ensure a project has the necessary information, tools, techniques, and facilities it needs to be successful

• Describe the importance of adequate requirements management to the success of an IT project

COURSE TOPICS

• IT Projects Overview• Managing IT Projects• IT Project Lifecycles• IT Project Processes• IT Project Initialization• Basic Tools and Techniques• IT Project Planning: Part I• IT Project Planning: Part II• IT Project Requirements

Management


Management


Jul 30-Aug 1, 2018 ....... Washington, DC Aug 20-22, 2018 ..................Denver, CO Nov 5-7, 2018 .............. Washington, DC Feb 4-6, 2019 .............. Washington, DC Apr 1-3, 2019 ............................ Virtual May 6-8, 2019 ............. Washington, DC




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24



• IT PM II: Executing, Controlling, and Closing Successful Projects



IT PM II: Executing, Controlling, and Closing Successful ProjectsCourse 6016 | 2 days | $1,349


This course covers basic IT project management topics involved in executing, managing, and completing IT projects. Examine multiple effective approaches such as: phased, deliverables, incremental, evolutionary, and Agile. Discuss implementing process improvement initiatives, quality assurance and control functions, and performance enhancement activities. Learn delivery methodologies used in innovative IT PM and activities used to produce successful software solutions. This course also walks the participant through the transition to Operations and Maintenance (O&M).

Who Takes This Course: This course is intended for entry- and intermediate-level IT program and project managers and IT team members.

• Describe the steps and techniques involved in executing the project plan

• Identify how deliverables are produced and tracked against quality metrics

• Review monitoring and controlling techniques and how to correct for design and implementation problems

• Describe the characteristics of a proactive risk environment

• Summarize the concepts and differences of configuration management and change management

• Describe the process and steps involved in closing a project

COURSE TOPICS

• IT Project Execution• IT Project Deliverables

Development• IT Project Monitoring and

Controlling• Risk and Issue Management• Change/Configuration

Management• IT Project Closing


Management


Jul 16-17, 2018 ...................Atlanta, GA Sep 10-11, 2018 .......... Washington, DC Nov 5-6, 2018 ......................Denver, CO Feb 28-Mar 1, 2019 ..... Washington, DC May 6-7, 2019 ........................... Virtual Jun 27-28, 2019 ........... Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16




PROJECT MANAGEMENT

146





LEARNING OBJECTIVES

IT Project Initialization and IntegrationCourse 6316 | 3 days | $1,599


This course explains initiating an IT project including business case development, project charter creation, estimation techniques, communications development, and stakeholder management. Learn about initialization and integration activities. Additionally, participants will ensure correct alignment between scope, time, cost, quality, and risk while accurately estimating resources using analogous, expert judgment, and parametric techniques. Participants create a communications plan and demonstrate how to analyze and manage stakeholders effectively.

Who Takes This Course: This course is intended for entry and intermediate level IT program and project managers.

• Describe the steps necessary to initialize an IT project to improve the chances of success

• Explain how to ensure that a project has the correct alignment among the primary constraints

• Demonstrate how to accurately and completely estimate the needed resources using analogous, expert judgement, parametric, and three-point estimating techniques

• Create an effective communication plan for an IT project

• Demonstrate how to analyze and engage with stakeholders effectively

COURSE TOPICS

• Project Initialization• Project Integration• Project Estimation Techniques• Project Communications

Management• Project Stakeholder

Engagement


Management


Aug 6-8, 2018.............. Washington, DC Apr 1-3, 2019 .............. Washington, DC




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • IT PM I: Initialization and Planning

Successful Projects• IT PM II: Executing, Controlling, and

Closing Successful Projects

COURSE FORMAT: Lecture, discussion, individual and group exercises, and case studies


IT Project Requirements and Configuration ManagementCourse 6317 | 2 days | $1,349


This course explains how to manage requirements on an IT project and covers activities involved, including developing and managing requirements, lifecycle planning and alignment, managing project change, and managing the complexity of IT projects with configuration management. Apply the requirements management process and activities to an IT project. Learn how to effectively choose the most appropriate lifecycle model for a project. Learn to create an effective change management process. Learn to design an appropriate configuration management plan.

Who Takes This Course: This course is intended for entry- and intermediate-level IT program and project managers.

• Apply the requirements management process and activities to an IT project

• Describe how to effectively choose the most appropriate life cycle model for a project

• Create an effective change management process

• Design an appropriate configuration management plan

COURSE TOPICS

• Requirements Management• Lifecycle Development• IT Project Change Management• IT Project Configuration

Management


Management


Jul 30-31, 2018 ............ Washington, DC Apr 8-9, 2019 .............. Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16






• IT Project Planning and Management

• IT Project Execution and Delivery • IT Project Monitoring and

Controlling • IT Project Acquisition and Vendor

Management



PROJECT MANAGEMENT

147






IT Project Planning, Management, and RiskCourse 6318 | 3 days | $1,599


This course explains the activities involved in planning an IT project including scope baseline development, time management, cost management, quality management, risk identification and management, and planning tools, techniques, and processes. Prepare the scope of a project using predictive and adaptive lifecycle approaches. Design a schedule including interdependencies, durations and resources, a budget that supports activities, tasks, and outcomes. In addition, develop a quality management plan, create an IT risk management program, and a planning process to execute and monitor progress.


• Prepare the scope of a project using the predictive and adaptive lifecycle approaches

• Design an IT project schedule including interdependencies durations and resources

• Design an IT project budget that supports the project activities, tasks, and outcomes

• Develop a quality management plan for an IT project

• Create an IT risk management program

• Develop a planning process to execute and monitor the progress of an IT project

COURSE TOPICS

• IT Project Scope Management• IT Project Schedule

Management• IT Project Cost Management• IT Project Quality Management• IT Project Risk Management• IT Project Planning Tools,

Techniques, and Processes


Management


Aug 20-22, 2018 .......... Washington, DC May 13-15, 2019 ......... Washington, DC




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24






• IT Project Execution and Delivery • IT Project Monitoring and

Controlling • IT Project Acquisition and Vendor

Management



IT Project Execution and DeliveryCourse 6319 | 2 days | $1,349


Participants learn to successfully execute an IT project, and different delivery methodologies and techniques, including: project closing and contract completion, performance data collection and tracking, project closing process, team management, and conflict management. Participants learn execution activities and apply those to an IT project. Learn to examine different methodologies to produce and deliver fit-for-use deliverables, create a backlog using Agile/Scrum, develop a performance data collection and tracking system. Prepare for project closeout and develop a team management plan.


• Examine the different methodologies needed to produce and deliver fit-for-use deliverables

• Create a backlog using Agile/Scrum techniques

• Develop a performance data collection and tracking system for an IT project

• Prepare for the activities and tasks needed to completely close out a project

• Develop an effective team management plan

COURSE TOPICS

• IT Project Delivery Methodologies

• IT Project Execution Tools, Techniques, and Processes

• IT Project Closing Tools, Techniques, and Processes

• IT Project Team Management and Leadership


Management


Sep 17-18, 2018 .......... Washington, DC May 20-21, 2019 ......... Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16






• IT Project Monitoring and Controlling

• IT Project Acquisition and Vendor Management



PROJECT MANAGEMENT

148





LEARNING OBJECTIVES

IT Project Monitoring and ControllingCourse 6320 | 2 days | $1,349


This course explains how to monitor and control an IT project and activities, including monitoring and controlling project actuals to baseline variances, adequate progress and status reporting, project process improvement plan, critical path methods, and product backlog grooming. Learn to design a project process improvement plan using quality control data. Formulate a performance analysis on an IT project and complete a product backlog grooming activity using sprint performance results.


• Design a project process improvement plan using quality control data

• Formulate a performance analysis on an IT project

• Complete a product backlog grooming activity using sprint performance results

COURSE TOPICS

• IT Project Process Improvement Management

• IT Project Monitoring Tools, Techniques, and Processes

• IT Project Controlling Tools, Techniques, and Processes


Management


Nov 8-9, 2018 .............. Washington, DC Jun 17-18, 2019 ........... Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16






• IT Project Acquisition and Vendor Management



IT Project Acquisition and Vendor ManagementCourse 6321 | 2 days | $1,349


Planning, managing, and controlling procurement and acquisitions is a crucial component of IT projects, especially in the area of human resources or staff augmentation. This course explains concepts of acquisition, contract basics, and management skills needed to deal with acquired technical resources. Learn about procurement and acquisition activities and apply them to an IT project. Develop procurement and acquisition strategies and plan for the use of external resources and supplies. Design a modular development acquisition strategy and prepare a vendor management plan for an IT project.


• Develop a procurement/acquisition strategy and plan for the use of external resources, materials, and supplies

• Design a modular development acquisition strategy

• Prepare a vendor management plan for an IT project

COURSE TOPICS

• Project Acquisition Management

• Contracting for Modular Development

• Vendor Relationship Management


Management


Dec 3-4, 2018 .............. Washington, DC Jun 10-11, 2019 ........... Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16







PROJECT MANAGEMENT

149






Crafting High-Quality RequirementsCourse 6311 | 3 days | $1,599


This course will help participants develop a proactive environment for requirements gathering and analysis. Learn ways to identify, document, analyze, and track requirements. It also illustrates the importance of allocating and tracing requirements, and discusses validation and verification. Methods for developing tools and techniques used throughout the requirements process are presented. Participants will create best practice templates and documents to reduce requirements-induced defects.

Who Takes This Course: This course is intended for intermediate-level program and project managers and business analysts.

• Describe the responsibilities of the business analyst and the major deliverables in the business systems requirements analysis process

• Prepare an elicitation plan tailored to the project environment and the development lifecycle

• Analyze requirements using key modeling techniques

• Recognize and compose clear requirements statements

• Create a high-level model of project scope using a use case diagram

• Create models of stakeholder requirements using use cases and user stories

• Derive and write solution requirements from use cases

• Examine the value of both documenting requirements to aid project stakeholders in structuring requirements for use and validating requirements to determine when a project can proceed to design

COURSE TOPICS

• Key Business Analysis Concepts• Elicitation and Collaboration• Requirements Analysis and

Design Definition• Writing Requirements• Analyzing Stakeholder

Requirements• Analyzing Solution

Requirements• Documenting and Validating

Requirements


Management


Aug 8-10, 2018 ............ Washington, DC Oct 15-17, 2018 ........ Tysons Corner, VA Nov 14-16, 2018 ........................ Virtual Jan 14-16, 2019 ......................... Virtual Mar 11-13, 2019 .......... Washington, DC May 20-22, 2019 ......... Washington, DC




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Principles of Business Analysis


• Systems Integration, Verification, and Validation

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the upper-division baccalaureate degree category, 2 semester hours in Project Management, Business Administration, or Information Technology/Technology Management.

COURSE FORMAT: Presentation, class discussions, practical exercises, and action planning for on-the-job implementation


Systems Integration, Verification, and ValidationCourse 6554 | 3 days | $1,599


This course introduces the fundamental techniques and best practices used to assess and validate solutions. It discusses the necessary tasks, techniques, and processes for defining and classifying requirements, assessing proposed solutions, allocating requirements, assessing readiness, and performing solution validation. The course also identifies approaches to traceability, types of requirements packages, and the phases of solution validation.

Who Takes This Course: This course is intended for engineers and product developers, executives and mid-level managers, project and product managers, and systems engineers.

• Understand the structure of the Vee Model and its applicability to effective integration

• Describe how IVandV help ensure project success

• Describe the fundamentals and best practices for solution assessment and validation

• Capture and document transitional requirements through effective modeling techniques

• Finalize all requirements and prepare for solution assessment and validation

• Determine how closely the proposed solution meets stakeholder and solution requirements

• Describe variations of testing (qualification, life, accelerated, reliability, maintainability, and operability)

• Determine whether the organization can make effective use of the solution

• Achieve customer acceptance of the constructed solution

COURSE TOPICS

• Fundamentals of Solution Evaluation

• Defining Transition Requirements

• Preparing for Solution Evaluation

• Defining the Solution Scope• Assessing Enterprise Limitations• Evaluating the Solution


Management


Nov 5-7, 2018 .............. Washington, DC Mar 13-15, 2019 .......... Washington, DC Jun 3-5, 2019 ............ Tysons Corner, VA




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24


SUGGESTED PREREQUISITES: • Crafting High-quality Requirements



PROJECT MANAGEMENT

150





LEARNING OBJECTIVES

Assessing and Recovering Troubled ProjectsCourse 6184 | 2 days | $1,349


This course teaches participants how to determine the symptoms of a challenged project, create an assessment and recovery process, and prevent future issues. In addition, you will learn how to exercise appropriate project control throughout the recovery of challenged projects and identify when a project is failing, thus applying corrective action to meet customer requirements and finish on time and within budget. Upon completion, participants will understand both the human and process dimensions of successfully assessing and recovering a challenged project.

Who Takes This Course: This course is intended for advanced-level program and project managers.

• Analyze scenarios to identify symptoms of challenged projects

• Establish a process for assessing and recovering challenged projects

• Demonstrate the assessment and recovery process initiating phase

• Explain the assessment and recovery process planning phase

• Explain the assessment and recovery process assessment phase

• Explain the assessment and recovery process recovery phase

• Explain the assessment and recovery process managing and transition phase

• Discuss the prevention of challenged projects

• Create an on-the-job action plan

COURSE TOPICS

• Overview of the Project Assessment and Recovery Process

• Developing an Assessment and Recovery Project Charter

• Planning the Challenged Project’s Assessment

• Assessing the Challenged Project

• Developing the Challenged Project’s Recovery Plan

• Managing Project Recovery and Transition

• Preventing Challenged Projects• Developing an Action Plan


Management


Jul 19-20, 2018 ............ Washington, DC May 9-10, 2019 ........... Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16



• Leading and Managing High-Performing Project Teams

• Managing Complex Projects • Managing Stakeholder Expectations • Program Management

COURSE FORMAT: Presentation, class discussions, practical activities, group and individual activities, threaded case study, and action planning for on-the-job implementation


Our industry-leading program management curriculum will help you:

• Implement best practices used by experienced project and program managers

• Expand your project team leadership knowledgebase

• Manage up and down in your organization for maximum results

• Align your project and program management work to the strategic objectives of your organization


REGISTER TODAY!

No matter the complexity, you’ll learn to manage your

programs and projects with ease.

SKILLS

RESULTSthat deliver

PROJECT MANAGEMENT

151




https://www.managementconcepts.com/Curriculum/id/Program%20Management

https://www.managementconcepts.com/Curriculum/id/Program%20Management



Managing Stakeholder Expectations and RelationshipsCourse 6162 | 2 days | $1,349


This course focuses on a stakeholder-based approach in projects and examines what it takes to actively and successfully build and manage relationships with stakeholders. Aligning with the PMBOK® Guide, it focuses on stakeholder identification, stakeholder management planning, and managing and controlling stakeholder engagement. Key inputs, various tools and techniques, and critical outputs are discussed in detail. Participants are provided with a Stakeholder Management Planner for use in recording specific plans for their real-world projects.


• Describe the importance of stakeholder management in Federal projects

• Identify project stakeholders • Develop a stakeholder

management plan • Manage and control

stakeholder engagement • Create an on-the-job action

plan

COURSE TOPICS

• Managing Stakeholder Expectations and Relationships Overview

• Identify Stakeholders• Plan Stakeholder Management• Manage and Control

Stakeholder Engagement


Management


Sep 13-14, 2018 .......... Washington, DC Nov 29-30, 2018 .......... Washington, DC Feb 7-8, 2019 .............. Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16




• Strategic Portfolio and Resource Management

• Mission Driven Project Management

COURSE FORMAT: Practical examples, class discussions, group and individual exercises, threaded case study, and action planning for on-the-job implementation


Strategic Portfolio and Resource ManagementCourse 6187 | 2 days | $1,349


This course provides a structured approach to creating and managing a project portfolio and helps participants understand the value of portfolio management. Learn about stakeholder roles and responsibilities; define and understand a portfolio management process; identify tools, techniques, and best practices for portfolio management; and define the Program Management Office (PMO) or Portfolio Executive Office (PEO) in portfolio management.


• Examine the benefits of project portfolio management

• Assess how project portfolio management contributes to organizational success

• Formulate a plan for identifying and applying selection criteria to project portfolio components

• Interpret the principles of strategic resourcing

• Formulate effective project portfolio reports

• Select tools and techniques to balance a project portfolio

COURSE TOPICS

• Portfolio and Resource Management

• Establishing the Portfolio Management Structure

• Selecting, Prioritizing, and Optimizing the Portfolio

• Preparing to Manage the Portfolio

• Managing the Portfolio


Management


Dec 13-14, 2018 .......... Washington, DC May 6-7, 2019 ............. Washington, DC



Services• Course Level: Advanced

PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Strong knowledge of project

management fundamental and intermediate skills at the application level

• Project Management Principles


• Program Management • Leading and Managing High-

Performing Project Teams • Managing Complex Projects • Assessing and Recovering Troubled

Projects



PROJECT MANAGEMENT

152





LEARNING OBJECTIVES

Project Management SimulationCourse 6106 | 4 days | $1,979


This advanced simulation course provides a case-study-based project simulation where participants experience real-world application of project management techniques. They create a work breakdown structure, generate a schedule using critical path analysis, employ earned value metrics to measure the progress of the project, analyze risk, and consider lessons learned. Participants use estimating tools and project management software outputs as they develop and manage a project from inception through closeout.


• Identify stakeholders and determine their roles

• Tailor your project management approach based on project characteristics

• Create a plan to provide early warning of potential risk events

• Actively involve your team in project planning and the creation of a shared vision

• Evaluate project status and monitor progress

• Negotiate a baseline with a customer

• Use exception management techniques to address trouble spots

• Close out a project and capture lessons learned

COURSE TOPICS

• Initiating the Project• Planning the Project, Part I• Planning the Project, Part II• Managing the Project• Closing the Project


Management


Sep 10-13, 2018 .......... Washington, DC Dec 10-13, 2018 .......... Washington, DC Feb 4-7, 2019 .............. Washington, DC May 6-9, 2019 ............. Washington, DC




PDU CREDITS: 28

CEU CREDITS: 2.5

CLP CREDITS: 32


PREREQUISITES: • Leadership and Communication

Skills for Project Managers• Managing Scope, Schedule & Cost• Project Management Principles• Project Risk Management


• PMP® Exam Prep Boot Camp

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in Project Management or Business Management.



Mission Driven Project Management: From Strategy to ActionCourse 6188 | 2 days


This course is designed to help participants align projects to organizational strategy to ensure they deliver on organizational goals and objectives. This course draws on techniques from the world of business strategy and applies these techniques to project management. Participants gain practical knowledge of how to create strategic mission and vision statements that achieve organizational objectives and align their projects to organizational goals.


• Explain organizational strategy and its relationship to projects and project management

• Apply the strategic planning process at the organizational level

• Explain the importance of an organizational mission and vision

• Examine the execution of strategy through organizational structure and culture

• Calculate an organization’s competitive strength using analysis tools

• Explain the influence of politics on project success

• Examine the influence of organizational strategy on the business system approach to project management

• Evaluate a project’s alignment with organizational strategy

• Explain the entrepreneurial approach to project management

• Develop a business plan to communicate the entrepreneurial vision

COURSE TOPICS

• Overview of Strategic Project Management

• The Strategic Planning Process• Executing, Monitoring, and

Controlling Strategy• Aligning Your Project to

Organizational Strategy• An Entrepreneurial Approach to

Project Management• Developing an Action Plan


CLASSROOM



PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16




PROJECT MANAGEMENT

153






Making Decisions Using Earned ValueCourse 6102 | 2 days | $1,349


Earned value management is a tool used to manage large, mission-critical projects and programs and to improve project planning, visibility, and control. Learn to capture and interpret data on project status and how to identify cost and schedule overruns. Grasp techniques to compare actual work accomplished against baseline schedules and cost. Identify early warning signs to gain insight into risks and prepare accurate completion time and cost forecasts. Learn to use EVM to evaluate internal and contractor performance and as a critical element of capital planning and investment control.


• Define key concepts of earned value management (EVM)

• List the considerations needed to implement EVM effectively

• Create and evaluate a performance measurement baseline (PMB) from plan components

• Compare planned project performance with actual performance results

• Measure project performance using EV metrics

• Use EVM data to forecast budget and schedule completion

• Create a status report based on objective EVM metrics

• Analyze EVM data to make project decisions and determine corrective measures

COURSE TOPICS

• Earned Value Management Overview

• Baselining the Project• Measuring Progress• Comparing and Analyzing• Making Corrections


Management• Federal Financial Management


Aug 9-10, 2018 ............ Washington, DC Nov 27-28, 2018 .......... Washington, DC Feb 7-8, 2019 .............. Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Managing Scope, Schedule, and

Cost• Project Management Principles



• PMP® Exam Prep Boot Camp • Project Risk Management • Project Cost Estimating



Leading and Managing High-Performing Project TeamsCourse 6183 | 2 days | $1,349


This course develops competencies in skills such as improving self-understanding, assessing the effectiveness of others, team building, leadership, motivation, and conflict resolution. Build competencies to promote project success, which hinges not only on the effectiveness of the project team and how well they work together, but also on the project manager’s ability to lead and manage the team and focus on people issues. Participants gain an understanding of how to assess and sustain effective team performance throughout the project lifecycle, as well as how to identify and resolve key resource issues.


• Identify the characteristics of high-performing project teams

• Effectively launch a new project team

• Encourage peak performance in project teams

• Apply leadership skills to develop team members’ competence and commitment

• Lead and manage remote project teams

COURSE TOPICS

• Launching a Project Team• Building a High-performing

Project Team• Team Leadership• Leading & Managing Remote

Project Teams


Management


Aug 2-3, 2018.............. Washington, DC Oct 1-2, 2018 .............. Washington, DC Feb 25-26, 2019 .......... Washington, DC Apr 1-2, 2019 .............. Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16


SUGGESTED PREREQUISITES: • Leadership and Communication

Skills for Project Managers• Project Management Principles


• Managing Stakeholder Expectations • Making Decisions Using Earned

Value

COURSE FORMAT: Presentation, class discussions, practical activities, group and individual exercises, threaded case study, and action planning for on-the-job implementation.


PROJECT MANAGEMENT

154





LEARNING OBJECTIVES

Principles of Business AnalysisCourse 6310 | 3 days | $1,599


This comprehensive course focuses on business analysis concepts and lays the groundwork for future advanced studies. It introduces the business analysis knowledge areas (Business Analysis Planning and Monitoring, Elicitation and Collaboration, Requirements Lifecycle Management, Strategy Analysis, Requirements Analysis and Design Definition, and Solution Area), tasks, underlying competencies, techniques, and perspectives on how to approach business analysis. This course equips participants with the practical skills required to succeed, grow, and perform effectively in the business analysis role.

Who Takes This Course: This course is intended for entry-level program and project managers and business analysts.

• Discuss fundamental business analysis concepts

• Distinguish between the roles of a business analyst and project manager

• Identify the key business analyst responsibilities and deliverables in each of the knowledge areas

• Identify stakeholders and select appropriate techniques for eliciting their requirements

• Understand business analysis tasks necessary to complete a business analysis effort

• Describe how a business analyst works with stakeholders to identify and comprehend their needs

• Clarify needs and solutions with various stakeholder groups

• Define business analysis tasks that progressively elaborate stakeholder and solution requirements

COURSE TOPICS

• Business Analysis Overview• Knowledge Area Overview• Strategy Analysis• Business Analysis Planning &

Monitoring• Elicitation and Collaboration• Requirements Analysis and

Design Definition• Solution Evaluation• Requirements Lifecycle

Management


Management


Jul 23-25, 2018 ......... Tysons Corner, VA Oct 22-24, 2018 ......................... Virtual Dec 10-12, 2018 .......... Washington, DC Feb 20-22, 2019 .......... Washington, DC May 13-15, 2019 ....................... Virtual




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24



• Crafting High Quality Requirements • Systems Integration, Verification,

and Validation• Leadership and Communication

Skills for Business Analysts

ACE CREDIT RECOMMENDATIONS: November 2017 to present: In the lower-division baccalaureate/associate degree category, 2 semester hours in Project Management or Business Administration.

COURSE FORMAT: Presentation, class discussions, practical activities, group and individual exercises, threaded case study, end-of-course exam, action planning for on-the-job implementation


Leadership and Communication Skills for Business AnalystsCourse 6305 | 3 days | $1,599


This course explains the challenges and issues concerning leadership and how to best meet these challenges. It helps you assess your own personal style and describes the stages of team development. Additionally, it uncovers barriers to team performance and explains how to enhance communications in order to resolve conflicts and negotiate win-win solutions. Develop skills that help increase customer satisfaction and promote product development efficiencies. Gain hands-on experience in analyzing stages of team development and maximizing user involvement and ownership. Learn techniques that maximize your leadership style and advance your career.

Who Takes This Course: Intended for entry- to intermediate-level business analysts.

• Explain the leadership role of the business analyst

• Prepare a stakeholder management plan to understand the business environment and manage stakeholder relationships

• Prepare a business analysis communication plan to apply business analysis communication best practices

• Identify benefits of using the Myers-Briggs Type Indicator (MBTI®) when interacting with others

• Foster a collaborative working environment

• Develop strategies for effective problem solving, decision-making, and conflict resolution

• Use negotiation as a technique to gain understanding and increase stakeholder buy-in and commitment

COURSE TOPICS

• Introduction• Leadership & the Business

Analyst• Managing Politics &

Stakeholders• Effective Communication• Using the MBTI®• Effective Teams• Decision-Making, Problem-

Solving, & Conflict Resolution• Negotiating Solutions• Developing an Action Plan


Management


Mar 6-8, 2019 .............. Washington, DC Jun 24-26, 2019 ........... Washington, DC




PDU CREDITS: 21

CEU CREDITS: 1.9

CLP CREDITS: 24

PREREQUISITES: 1.9• None

SUGGESTED PREREQUISITES: • Principles of Business Analysis


• Project Management Skills for Business Analysis



PROJECT MANAGEMENT

155






Building Business CasesCourse 6314 | 2 days | $1,349


This class equips participants with the techniques to develop a defensible Business Case for projects. Learn how to specify benefits and complete a clear cost-benefit analysis. Learn to develop a Business Case that assesses the costs and benefits of a potential initiative. Deliver a Business Case that provides justification for the project in terms of value added to the organization as a result of the solution and one that is used to select and prioritize opportunities.

Who Takes This Course: This class is intended for intermediate-level program and project managers and business analysts.

• Identify the framework for completing analysis

• Describe the components of a business and technology assessment

• Explain techniques used in assessing risk

• Discuss the relationship between estimating and prioritization

• List ways to estimate the benefits of a project

• Categorize benefits • Describe various techniques for

calculating a project’s value

COURSE TOPICS

• Overview• Business Case Planning

Concepts• Business and Technology

Assessment• Risk Assessment• Prioritization and Estimating• Documenting the Business Case• Benefit Estimation and Analysis• Analyzing Benefits• Business Case Analysis

Exercises• Cost-Benefit Results


Management


Sep 27-28, 2018 .......... Washington, DC Mar 28-29, 2019 .......... Washington, DC




PDU CREDITS: 14

CEU CREDITS: 1.3

CLP CREDITS: 16




• Crafting High-Quality Requirements • Systems Integration, Verification,

and Validation • Requirements Management for

Project Managers

COURSE FORMAT: Presentation, class exercises, discussions, and practical activities


• Discover knowledge gaps with our pre-course assessment tool

• Retain knowledge acquired with our hands-on capstone workshops

• Earn your FAC-P/PM Certification and Continuous Learning Points (CLPs)

and

We’ll help you:

LEARN MOREwww.ManagementConcepts.com/FACPPM

SPEND $0 ON TRAVEL EXPENSES!

Many courses offered in avirtual delivery format.

PROJECT MANAGEMENT

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Whether you are an aspiring or experienced project manager, a technical specialist serving in a project management capacity, or a contractor working with the Federal Government, we’ll help you stay ahead of the curve with our project and program management solutions. From professional development to achieving and maintaining certifications, our Training Course Guides below will help you to quickly gain insight and knowledge that is directly applicable to your job.

Visit www.ManagementConcepts.com/ProjectManagement to learn more about Project & Program Management courses, schedules, and registration information.

Journey to Success for Project and Program Management Professionals

KEY

FAI-Verified FAC-P/PM Courses:

General Project and Program Management Courses

Entry Level Mid Level Senior Level

Leadership and Communication Skills for Project Managers

Crafting High-Quality Requirements

Managing Scope, Schedule, and Cost

PMP® Exam Prep Boot Camp

Program Management

START

Managing Stakeholder Expectations

Project Risk Management

Building Business Cases

Project Management Principles

Making Decisions Using Earned Value

GENERAL PROJECT & PROGRAM MANAGEMENT

FAC-P/PM CERTIFICATION

START

Fundamentals of Project and Program

ManagementFundamentals of

Contracting

Fundamentals of Business, Cost, and

Financial ManagementFundamentals of Leading

Projects and Programs

Applied Leadership in Projects and Programs

Applications in Business, Cost, and Finacial

ManagementApplications in

ContractingApplications in Project and

Program Management

Progressive Concepts in Program Management

Progressive Contracting Strategies for Programs

Progressive Business, Cost, and Financial

ManagementProgressive Leadership

in Program Management


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CREDITS AND PROFESSIONAL CERTIFICATION TRAINING

www.ManagementConcepts.com/Credits-Certifications

College CreditTHE AMERICAN COUNCIL ON EDUCATION’S COLLEGE CREDIT 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. Visit the ACE CREDIT® website, www.acenet.edu/credit for more information.

Continuing EducationNATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA) CPE CREDITMany 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.

GENERALLY ACCEPTED GOVERNMENT AUDITING STANDARDS (GAGAS) CPE CREDITOur financial management and 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 TrainingPROJECT MANAGEMENT INSTITUTE® (PMI®) CERTIFICATIONSAs a PMI Charter Global Registered Education Provider, Management Concepts offers courses that earn students Professional Development Units (PDUs) that can be used to obtain or keep a Certified Associate in Project Management (CAPM®) or Project Management Professional (PMP)® certification.

FEDERAL ACQUISITION INSTITUTE’S (FAI) FEDERAL ACQUISITION CERTIFICATIONSThe Federal Acquisition Institute (FAI) is responsible for Federal civilian agency workforce development. Management Concepts offers the courses you need (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.

HR CERTIFICATION INSTITUTE® (HRCI®)As a certified Approved Provider, Management Concepts offers courses that earn credit toward obtaining or maintaining one of HCRI’s seven internationally recognized certifications, such as the aPHR™, PHR®, SPHR®, and more. More than 120,000 professionals worldwide currently maintain these credentials as a mark of professional credibility and distinction.

NATIONAL GRANTS MANAGEMENT ASSOCIATION (NGMA)NGMA recommends Management Concepts Grants Management Certificate Program™ as a valuable professional development tool for the grants community. The association is recognized throughout the grants management industry as the membership association leader, providing tools for grants professionals to support and maintain high levels of grants management competency and to establish standards of excellence for grants managers.

MANDATORYCOURSE

CP-11

NATIONAL CONTRACT MANAGEMENT ASSOCIATION (NCMA) CERTIFICATIONAs an NCMA member, you can apply course completion hours from training successfully completed with Management Concepts towards NCMA certifications.

CERTIFIED GOVERNMENT FINANCIAL MANAGER® (CGFM®)The Association of Government Accountants (AGA) and Management Concepts have formed an educational partnership to bring you the open-enrollment Certified Government Financial Manager® (CGFM®) Training Series. This series provides you with a broad base of knowledge in auditing, accounting, financial management, and budgeting to prepare you 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®)Management Concepts Certified Government Auditing Professional® (CGAP®) Preparatory Course helps students build confidence to take the Certified Government Financial Manager® (CGFM®) exam and become a Certified Government Auditing Professional® (CGAP®), as designated by the Institute of Internal Auditors (IIA). Earning the CGAP® certification demonstrates knowledge and understanding of the unique features of public sector internal auditing.

CERTIFIED 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. Management Concepts offers a three-part Certified Internal Auditor® (CIA®) review course based on the premier-quality Institute of Internal Auditors (IIA) CIA Learning System™.

DEFENSE ACQUISITION UNIVERSITY (DAU) EQUIVALENCYManagement Concepts offers DAU-equivalency for many of our DAWIA and FAC-C Certification courses.

INTERNATIONAL INSTITUTE FOR BUSINESS ANALYSIS® (IIBA®)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®).

CP-11CP-11, the Army Comptroller Civilian Career Program, helps ensure consistent workforce education, training, and professional development. The CP-11 Mandatory Course icon indicates that the course is mandatory for the Multi-Disciplined Financial Analyst, Intern/Entry Level.

Many of the courses presented in this catalog meet the standards and requirements of the leading industry organizations detailed below. Individuals 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. Visit www.ManagementConcepts.com/Credits-Certifications for more information.

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Management Concepts Press Is Now Part of Berrett-Koehler Publishers!

Berrett-Koehler is proud to announce that Management Concepts Press books are now available directly from us, as well as from better booksellers everywhere.

Ruth Pearce, PMP, JD

Be a Project MotivatorUnlock the Secrets of Strength-Based Project Management

$40.95, paperbackISBN 978-1-52309-579-7Available November 2018

Terrence M. O’Connor

Understanding Government Contract Law, Second Edition$74.95, hardcoverISBN 978-1-5230-9774-6Available September 2018

Zachary Wong, PhD

The Eight Essential People Skills for Project ManagementSolving the Most Common People Prob- lems for Project Leaders

$39.95, paperbackISBN 978-1-5230-9793-7Available October 2018

COMING IN FALL 2018!

Brian TracyEat That Frog21 Great Ways to Stop Procrastinating and Get More Done in Less Time$15.95, paperback ISBN 978-1-62656-941-6

SELF-DECEPTION

Expanded second edition of

the book that is changing lives

and transforming organizations

OVER 1.5 MILLION COPIES SOLD

LEADERSHIP AND

Authors of The Anatomy of Peace and The Outward Mindset

The Arbinger Institute

Arbinger InstituteLeadership and Self-DeceptionGetting Out of the Box$16.95, paperback ISBN 978-1-57675-977-6

Jennifer KahnweilerThe Introverted LeaderBuilding on Your Quiet Strength$20.95, paperback ISBN 978-1-52309-433-2

William GentryBe the Boss Everyone Wants to Work ForA Guide for New Leaders$19.95, paperback ISBN 978-1-62656-625-5

Jim Hiles and W. Earl WellsWinning with Past PerformanceStrategies for Industry and Government$79.95, paperback ISBN 978-1-56726-466-1

Sandra F. Rowe, PhD, PMPProject Management for Small Projects$37.95, paperback ISBN 978-1-56726-474-6

David Hillson and Peter SimonPractical Project Risk ManagementThe ATOM Methodology$42.95, paperback ISBN 978-1-56726-366-4

Peter S. Cole, CPCM and Michael G. Martin, PMPHow to Write a Statement of Work$56.96, paperback ISBN 978-1-56726-364-0

Better Together: Some of Our Bestselling Titles!

Berrett-Koehler Publishers 800.829.2929 www.bkconnection.com

Berrett-Koehler Publishers is dedicated to an ambitious mission: connecting

people and ideas to create a world that works for all. We’re excited to have

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TRAINING MODALITIES AUDIENCE

Acquisition & Contracting1265 ACQ 265: Mission-Focused Services Acquisition 18

1370 ACQ 370: Acquisition Law 19

1018 Acquisition of Commercial Items

1005 Administration of Cost-Reimbursement Contracts

1072 Advanced COR Workshop 25

1011 Advanced Federal Contract Law

1177 Advanced Simplified Acquisition Procedures

1012 Advanced Source Selection 38

1051 Appropriations Law for Contracting Professionals 36

1073 Basic (Level I) COR 23

1074 Best Value Source Selection Using Tradeoffs 39

1019 Changes Under Government Contracts 45

1190 CON 090: FAR Fundamentals 9

1101 CON 100: Shaping Smart Business Arrangements 10

1321 CON 121: Contract Planning 11

1324 CON 124: Contract Execution 12

1327 CON 127: Contract Management 13

1170 CON 170: Fundamentals of Cost and Price Analysis 13

1200 CON 200: Business Decisions for Contracting 14

1216 CON 216: Legal Considerations in Contracting 14

1032 CON 243: A-E Services Contracting 20

1021 CON 244: Construction Contracting 21

1270 CON 270: Intermediate Cost and Price Analysis 15

1280 CON 280: Source Selection and Administration of Service Contracts 16

1290 CON 290: Contract Administration and Negotiation Techniques in a Supply Environment 17

1360 CON 360: Contracting for Decision Makers 18

1020 Construction Claims

1022 Contract Administration 41

1023 Contract Claims

1024 Contract Closeout

1027 Contracting with Small Business Concerns

1070 Contracting Officer’s Representative Course 24

1071 COR Refresher 23

Open Enrollment Individual Registration, Page 164

Private Group TrainingGroup Registration, Page 165

Self-PacedVirtualClassroom Remote

COMPLETE COURSE LISTING

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1593 COR Training - Level I

1595 COR Training - Level III

1165 Cost Analysis

1030 Cost and Price Analysis 42

1031 Cost and Price Analysis of Lease Proposals 28

1040 Cybersecurity for Contracting Professionals 33

1125 Developing the Independent Government Cost Estimate 46

1525 Emergency Contracting Basic Course

1034 Ethics in Federal Contracting

1126 Evaluating a Contractor’s Performance

1058 FAR Overview

1191 FCN 190: FAR Fundamentals 9

1047 Federal Contract Law 47

1016 Federal Contract Negotiation Techniques

1050 Federal Real Property Lease Law 27

1049 Federal Real Property Leasing Refresher 31

1052 Fundamentals of Overhead and Other Indirect Cost Rates

1127 Incentive Contracts

1042 Intermediate Agile Techniques for Contracting Professionals 34

1041 Introduction to Agile Contracting for IT 34

1048 Introduction to Federal Contracting

1001 IT Acquisition 35

1597 Lease Acquisition Training 27

1028 Lease Administration 30

1403 Managing Contracting Organizations 44

1089 Market Research

1035 Micro-Purchase Procedures

1076 Performance-Based Service Acquisition 43

1166 Price Analysis

1162 Service Contract Labor Standards Statute Overview

1077 Simplified Acquisition Procedures 40

1153 Simplified Acquisition Refresher

1078 Source Selection 37

1091 Statement of Work Workshop 36

1090 Strategic Sourcing Workshop

1120 Task and Delivery Order Contracting

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This index contains all courses offered by Management Concepts. Refer to the column to determine how additional course information may be obtained. Courses included in this catalog are designated by the associated page number. Courses not included in this catalog are designated by or to indicate whether to visit our website or call for more information.

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1081 Techniques of Negotiating Federal Real Property Leases 29

1082 Terminating Contracts

1084 Types of Contracts

1079 Writing Performance Work Statements 38

Analytics4650 Analytics Boot Camp 53

4607 Analytics Boot Camp: Core Analytics

4660 Analytics Boot Camp: Excel Essentials

4625 Analytics Capstone 56

4615 Data Analysis and Modeling Techniques 56

4610 Data Collection Techniques 55

4606 Data Visualization 54

4604 Data-Driven Decision Making 54

4665 Evaluating and Presenting Analysis Results 55

4601 Introduction to Analytics 52

Financial Management5102 Accounting for Revolving Funds and

Reimbursables 78

5342 Applying GPRAMA to Improve Performance Effectiveness

5147 Appropriations Law for Revolving Funds and Reimbursables 61

5157 Appropriations Law Refresher and Update 61

5111 Appropriations Law Seminar 60

5211 Appropriations Law Seminar (Condensed)

5730 Army PPBES Workshop

5820 Audit Boot Camp 67

5848 Audit Interviews: Skills for Success 69

5882 Auditing Fundamentals in the Federal Environment 67

5321 Budget Analyst’s Essential Guide to Formulation, Justification, and Execution 74

5155 Budget Estimating Using Microsoft Excel 76

5122 Budget Execution 75

5118 Budget Formulation 74

5120 Budget Justification: Effective Preparation and Submission 75

5106 Budgeting and Accounting: Making the Connection 73

5890 Capital Asset Planning and Justification Using OMB Criteria

5670 Certified Government Auditing Professional® (CGAP®) Preparatory Course 84

5665 Certified Internal Auditor® (CIA®) Preparatory Course 84

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5405 Cost-Benefit Analysis Using Microsoft Excel

5318 Data Analysis for Financial Managers Using Microsoft Excel

5840 Essential Communications for the Audit Lifecycle 69

5113 Federal Accounting Fundamentals 77

5051 Federal Financial Management Overview 80

5886 Federal Financial Statement Audits

5134 Financial Management for Revolving Funds and Reimbursables 81

5330 Financial Management of Defense Working Capital Funds 80

5117 Financial Management Systems in the Current Federal Environment

5511 Fiscal Law in DoD 62

5830 Forensic Auditing: Detection and Prevention of Fraud 68

5602 Governmental Accounting, Financial Reporting, and Budgeting 83

5601 Governmental Environment 82

5603 Governmental Financial Management and Control 83

5036 Improper Payments 81

5808 Intermediate Internal Controls

5812 Internal Control Over Financial Reporting 65

5142 Internal Controls for Managers

5112 Internal Control: Meeting Federal Requirements for Accountability 64

5824 Keeping the Audit on Track: Critical Skills for Audit Managers 71

5825 Key to Audit Success: Focus on Objectives

5810 Managing Risk Through Effective Enterprise Risk Management

5108 Overview of Internal Control Guidance 65

5888 Performance Auditing 68

5123 PPBE Workshop: Defense Planning, Programming, Budgeting, and Execution

5233 Preparation and Analysis of the SF 133

5000 Preparing Federal Financial Statements Using the U.S. Standard General Ledger 79

5802 Preparing High-Impact Audit Reports 71

5182 Program and Budget Analysis Using Microsoft Excel 76

5091 Statements of Federal Financial Accounting Standards: SFFAS 78

5127 The Antideficiency Act 62

5090 The Federal Budget Process 72

5189 The Legislative Process: Working with Congress 72

5136 The Prompt Payment Act and Voucher Examination 77

5115 U.S. Standard General Ledger: Practical Applications 79

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Grants & Assistance2084 Advanced Cost Principles: Avoiding Problem Areas and Responding to Questioned Costs 96

2065 Applying for Federal Grants and Cooperative Agreements 93

2045 Appropriations Law for Federal Grants 97

2052 Audit of Federal Grants and Assistance Agreements 100

2048 Closeout of Grants for Federal Personnel 102

2044 Cooperative Agreements and Substantial Involvement

2080 Cost Principles for Federal Grants: 2 CFR 200 (Subpart E) and FAR 31.2 89

2093 Detecting and Preventing Fraud on Federal Grant Projects 101

2085 Developing and Monitoring Indirect / F&A Cost Rate Proposals 99

2047 Ethics in the Grants Environment

2042 Evaluating Financial Capabilities of Grant Recipients 100

2046 Federal Assistance Law 97

2017 Federal Grants Update 102

2076 Financial Administration of Federal Grants for Recipients 99

2049 Grants Administration for Federal Program Personnel

2068 Internal Controls for the Federal Grants Community 98

2040 Introduction to Grants and Cooperative Agreements for Federal Personnel 91

2062 Managing Federal Grants and Cooperative Agreements for Recipients 94

2043 Monitoring Grants and Cooperative Agreements for Federal Personnel 92

2091 Performance Measurement for Federal Grants Under 2 CFR 200 98

2061 Preparing Successful Federal Budget Proposals Workshop

2075 Subawarding for Pass-Through Entities 95

2067 Understanding National Policy Requirements Affecting Grants

2050 Uniform Administrative Requirements for Federal Grants: 2 CFR 200 (Subparts A-D) 88

2060 Writing Successful Federal Grant Applications Workshop

Human Capital & Human Resources4917 Employee Relations 107

4922 Exceptional Customer Service in Federal HR 108

4921 Federal Talent Acquisition 109

4906 Federal Workforce Planning 107

4902 FERS Benefits and Financial Literacy

4919 Getting Efficient: Optimizing HR Operations

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4911 HR Analytics 106

4908 HR Boot Camp 106

4912 Job Analysis for Recruitment and Selection 109

4916 Labor and Management Relations

4907 Mid-Career Planning for FERS Employees

4913 Position Classification

4914 Position Management

4904 Retirement Planning for Federal Employees (1 Day)

4901 Retirement Planning for Federal Employees (2 Days)

4903 Retirement Planning for Federal Employees (3 Days)

4918 Supporting Professional Growth in Organizations 110

4909 The Federal Human Resources Business Partner 108 Leadership & Management4350 360-Degree Assessment Workshop 127

4002 Advanced Leadership Skills and Techniques 118

4700 Anytime Coaching 126

4063 Breakthrough Problem Solving 122

4318 Briefing and Presentation Skills 132

4704 Building and Sustaining Teams 126

4317 Business Writing 131

4320 Communicating Strategically 130

4064 Creativity and Innovation 123

4060 Critical Thinking for Problem Solving 122

4374 Customer Service Skills and Techniques 132

4645 Decision Making 124

4372 DISC Workshop 127

4717 Effective Teams

4046 Emotional Intelligence 360-Degree Assessment Workshop

4004 Emotionally Intelligent Leadership

4003 Engaging Leadership 119

4098 Fostering a Diverse and Inclusive Workplace 121

4080 Fostering Accountability, Adaptability, and Resilience 121

4062 From Tactical to Strategic Thinking 124

4085 Generating Executive Leadership

4316 Grammar Refresher 131

4319 Group Facilitation

4708 HR Essentials for Government Supervisors 125

4363 Influencing Skills 129

4367 Interpersonal Skills: Developing Effective Relationships 129

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4000 Leadership and Management Skills for Non-Managers 116

4001 Leadership Skills and Techniques 117

4373 MBTI® Workshop

4366 Moving Beyond Generational Differences

4712 Navigating Change in Turbulent Times 119

4365 Negotiation Skills 130

4710 Professional Government Supervisor Program 120

4364 Resolving Conflict 128

4106 Running Effective Meetings

4750 Strategic Planning in Federal Agencies 123

4713 Supervising Employee Performance 125

Project & Program Management6010 Agile Project Management for the Federal

Environment

6007 Agile Requirements: Creating User Stories 144

6307 Analyzing and Documenting Business Processes

6887 Applications in Business, Cost, and Financial Management

6888 Applications in Contracting

6889 Applications in Project and Program Management

6886 Applied Leadership in Projects and Programs

6184 Assessing and Recovering Troubled Projects 151

6314 Building Business Cases 156

6311 Crafting High-Quality Requirements 150

6136 FAC-P/PM IT Core-Plus Management Competencies: Managing IT Projects

6304 Facilitation Skills for Business Analysts

6896 FPM 121: Acquisition Fundamentals of Project and Program Management

6019 FPM 512: FAC-P/PM IT Core-Plus: IT Management, Security, and Performance Assurance

6020 FPM 513: FAC-P/PM-IT Core-Plus: IT Infrastructure and Architectural Design

6877 Fundamentals of Business, Cost, and Financial Management

6878 Fundamentals of Contracting

6876 Fundamentals of Leading Projects and Programs

6879 Fundamentals of Project and Program Management

6002 Introduction to Agile Acquisition 143

6015 IT PM Foundation Boot Camp I: Initialization Through Planning 146

6016 IT PM Foundation Boot Camp II: Executing Through Closing 146

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6321 IT Project Acquisition and Vendor Management 149

6319 IT Project Execution and Delivery 148

6316 IT Project Initialization and Integration 147

6320 IT Project Monitoring and Controlling 149

6318 IT Project Planning and Management 148

6317 IT Project Requirements and Configuration Management 147

6305 Leadership and Communication Skills for Business Analysts 155

6101 Leadership and Communication Skills for Project Managers

6183 Leading and Managing High-Performing Project Teams 154

6102 Making Decisions Using Earned Value 154

6138 Managing Complex Projects

6124 Managing Multiple Projects 141

6105 Managing Project Quality

6135 Managing Scope, Schedule, and Cost

6162 Managing Stakeholder Expectations and Relationships 152

6011 Microsoft Project 2010: Level 1

6012 Microsoft Project 2010: Level 2

6188 Mission Driven Project Management: From Strategy to Action 153

6137 PMP® Exam Prep Boot Camp 137

6310 Principles of Business Analysis 155

6126 Procurement for Project Managers

6190 Program Management

6892 Progressive Business, Cost, and Financial Management

6894 Progressive Concepts in Program Management

6893 Progressive Contracting Strategies for Programs

6891 Progressive Leadership in Program Management

6111 Project Cost Estimating 139

6131 Project Management Essentials for Non-Project Managers 141

6100 Project Management Principles 136

6106 Project Management Simulation 153

6103 Project Risk Management 138

6134 Requirements Management for Project Managers 140

6004 Scrum Product Owner: A Federal Approach 143

6005 ScrumMaster: A Federal Approach 144

6187 Strategic Portfolio and Resource Management 152

6554 Systems Integration, Verification, and Validation 150

6006 Transitioning to Agile: A Federal Executive Overview

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