The BruMan Group, PLLC Spring Forum 2023

New Math: Making It All Add Up After ESSER, GEER, and HEERF

May 1-4, 2023
Presented by The Bruman Group, PLLC & Invited Speakers
Agenda (Click here)
Must Register By April 14th to Get Your Materials On Time!
  • Description
  • Costs & Payment
  • Who will Benefit?
  • What will you learn?
  • CPE Information

Do you know the answers to the key questions that face education administrators right now? Questions like:


  1. What is the latest information on obligation and liquidation dates for ESSER and GEER funding?
  2. How do districts/colleges prepare for a world without ESSER, GEER, and HEERF funds – and the looming funding cliff?
  3. Must states/locals/colleges have internal risk assessments in place?
  4. Why are more states moving to imposing special conditions on sub recipients?
  5. How do pass-throughs resolve subrecipient noncompliance with Davis-Bacon or other procurement findings?


Further complicating how your institution operates, federal courts in the coming months could make decisions that will impact Title IX and student loan forgiveness. These changes will join a recent IDEA decision to drive change at educational institutions. And after a slow start to the year, this Congress is turning up the legislative heat with proposals on parents’ rights at the school site level, new reporting on budgets and spending, teacher pay, and modifications to Title IX. While the chances of these proposals passing the Senate and winning the President’s approval are slim, they will in turn raise the temperature of debates in Congress and at the State and local level ahead of a tumultuous election season. And where the President tries to make policy moves on his own, lawmakers have threatened to rescind regulations and policies through use of the Congressional Review Act.


Schools and colleges could see the impact of these actions in the fall of 2024, just as the last round of stimulus funds are expiring, leading to a crunch of budgeting, planning, and implementation. The Bruman Group’s Spring Virtual Forum is here to help you plan for the potential hurdles and roadblocks.


The forum will commence on May 1st with two optional EDGAR pre-sessions. One will focus on the basic requirements of EDGAR, and the other will focus on more advanced EDGAR concepts, including revisions to Parts 75 and 76 and the General Education Provisions Act. All Pre-Session attendees will receive a copy of the 5th Edition of the Administrator’s Handbook on EDGAR. Registration must be received no later than April 14th in order to receive your book on time. There will be ample time during these two sessions to have all your questions on EDGAR and the Uniform Guidance answered.


The forum itself will then run four hours a day (Noon to 4 PM EST) from May 2nd to May 4th, with both general and breakout sessions catered to the most pressing matters in federal grants management. We’ll start on May 2 with a discussion of key developments on Capitol Hill and at the U.S. Education Department. The legislative session will be followed by remarks from officials at FEMA on matters relating to UGG compliance with federal procurement, including the permissibility of piggybacking, reliance on the emergency exception to competition, and cooperative purchasing programs. Officials from the Office of Inspector General at the U.S. Education Department will then address their priorities, and recent audits and investigations. The first day ends with a focus on the specific responsibilities that the U.S. Education Department has assigned to State Education Agencies (i.e., grantee) and to LEAs and IHEs (i.e., subgrantee) on audit resolution.


Day 2 will begin with a panel of state, local, and postsecondary representatives on ESSER/GEER/HEERF monitoring. We will then offer a choice of breakout sessions on ESSER allowability, indirect costs, supplement not supplant and maintenance of effort, and Perkins CTE monitoring and updates (with representatives from OCTAE).


Day 3 will shift back to compliance. We’ll start with a discussion of developing an internal risk assessment for your organization, and then focus on specific areas of EDGAR and the UGG which warrant special attention. We will then discuss which sections of EDGAR and the UGG require written policies and procedures, and conclude with a discussion of recent audit findings and how to prevent them.


We understand that you have choices as to conferences and professional development. We submit that our forums are the most informative and specifically tailored to the questions and issues you care most about – and offer additional Q&A at the end of each day. We urge you to register as soon as possible to reserve your spot as our forums historically sell out within a few weeks. Although the Spring Forum is virtual, we must limit capacity to allow us to adequately respond to your questions. So please register early to guarantee a spot. 

Costs & Payment

Payment and registration are separate processes. You must register PRIOR to submitting payment. For credit card payments, click the credit card button. Payment may also be made with a check or purchase order. To request an invoice for check payment or to pay by purchase order, please email us at

Spring Forum Pre-Session ONLY: $495

Pre-Session with Forum Registration: $275

Early Bird Registration (Before February 28, 2023 – EXPIRED):

$1,045 for Individual

$1,000 for Groups (minimum of 10 attendees for group discount)

Regular Registration (Registration On or AFTER February 28, 2022):

$1,145 for Individual

$1,100 for Groups (minimum of 10 attendees for group discount)


Cancellations must be submitted in writing to by April 14, 2023 to receive a full refund.

Who will Benefit?

This virtual training is of value to all federal granting agencies, federal grant recipients, and everyone who works with federal grants, including:

  • Grant and program administrators
  • Grant program staff
  • State, district and school personnel
  • Program monitors
  • Auditors
What will you learn?

Attendees will learn:

  • Hierarchy of authorities related to grants management.
  • Status of OMB’s proposed regulatory changes to the Uniform Grant Guidance.
  • Pass-through entity requirements, particularly related to subrecipient monitoring.
  • Internal control requirements for time and effort documentation.
CPE Information


14 CPE Credits awarded upon completion (as verified through attendance logs throughout the forum) and post-conference survey.*

An additional 3 CPE credits will be awarded to those who also attend either Pre-Session 1 or 2


Home (or home office), office, conference room, etc. per internet connection


Approximate presentation time – Three to five sessions per day of the event—with each session providing 30 to 75 minutes of instruction.


Specialized Knowledge – Technical







The CPE credit(s) may be accepted as continuing legal education credits or other applicable credits in your state; however, attendees are responsible for their own credit approval and for meeting any state requirements. Brustein & Manasevit, PLLC makes no guarantee or assurance that the CPE credits received will apply to any other program or state requirements.

Brustein & Manasevit, PLLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education (CPE) on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Have any questions about our Forum?

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