About This EDGAR Academy - introductory session
- Tuesday, October 20, 2026
- 9:00 AM - 3:30 PM (Registration opens at 8:00 AM)
- Embassy Suites by Hilton Greensboro
204 Centreport Drive
Greensboro, NC 27409
- Presented by: Tiffany Kesslar, Esq. and Shane Morrisey, Esq., The Bruman Group, PLLC
- $595 per person ($535.50 for NAFEPA members with 10% discount code)
- Agenda (click here)
EDGAR Course Description
The Bruman Group is happy to introduce its EDGAR Academy - Introductory Session
- Attendance is limited based on site availability.
This in-person full day workshop will review and discuss the requirements and changes to the Education Department General Administrative Regulations (EDGAR) and its Uniform Grants Guidance (UGG) counterpart. Each attendee will receive a copy of Bruman’s New 6th Ed. of the Administrator’s Handbook on EDGAR!
Speakers from the Bruman Group will use the new 6th Ed. EDGAR book to break down the major sections of EDGAR and the UGG, including the administrative grants system requirements, cost principles, and audit requirements and discuss how they apply to your federal education programs. The speakers will also highlight areas that auditors focus on (e.g., time and effort, procurement, and documentation requirements) and provide best practices to ensure compliance. Best of all, we will be able to have group discussions on the highlights and challenges around spending and tracking federal funds.
Attendees are on their own for lunch, but a lunch break is scheduled from 11:30 – 1:00 (local time).
The EDGAR Academy topics include:
- Financial management rules;
- Internal controls;
- Allowable costs;
- Timely obligation of funds and carryover;
- Time and effort certifications;
- Procurement and conflicts of interest;
- Property/equipment/supplies inventory controls;
- Record retention;
- Audits and monitoring requirements; and more!
All recipients of federal education grant dollars (e.g., ESSA, IDEA, Perkins, AEFLA and School Nutrition) must comply with these rules to avoid audit exposure and to be eligible for available flexibility.
NAFEPA Details
What is NAFEPA and how do I learn more about it?
- The National Association of Federal Education Program Administrators (NAFEPA) is a nonprofit national support organization for educators who work with federally funded programs in their local school districts and in their states. NAFEPA has been in existence since 1974 and has more than 3,000 members from across the nation. We encourage you to go to their website to learn more about NAFEPA and the benefits of being a member.
What does it mean to be a current NAFEPA member?
- NAFEPA defines “current members” as someone with an active NAFEPA membership at the time they register for the EDGAR Academy.
What happens if my NAFEPA membership has expired?
- If your NAFEPA membership has expired, you can either reach out to NAFEPA directly to renew your membership at https://nafepa.org or you can register for the EDGAR Academy and your NAFEPA membership will be activated within one week after attending the EDGAR Academy assuming your registration is paid. If your registration is not paid at the time of the EDGAR Academy, your membership will be activated within one week of notice of your payment.
When does my NAFEPA membership start?
- Your NAFEPA Membership will be activated within one week following your attendance at the EDGAR Academy if you have paid for your registration and will be active for one full year from the date of activation. If your registration is not paid at the time of the event, then your NAFEPA membership will be activated within one week of notice of your payment and be active for one full year from the date of activation.
If I am a member of my state affiliate organization, does that mean I am a member of NAFEPA?
- Maybe. Some state affiliates have a partnership with NAFEPA, but not all do. If your state association has a membership partnership with NAFEPA, then being a member of the state affiliate means you are also a member of NAFEPA. If not, then you are not automatically a member of NAFEPA. Please visit the NAFEPA Member login page to confirm whether you have a current membership with NAFEPA. If you have any specific questions or concerns about your membership, please reach out to NAFEPA at [email protected].
- If you are with a state affiliate and are interested in a membership partnership with NAFEPA please reach out to NAFEPA at [email protected]. Our partnered state affiliates receive a discounted annual NAFEPA membership rate and enjoy all the benefits of other NAFEPA members.
If my state has an affiliate organization and I sign up for a NAFEPA EDGAR Academy, does that mean I automatically become a member of the state affiliate organization?
- Unfortunately, no. This NAFEPA hosted EDGAR Academy benefit only applies to NAFEPA memberships. However, we always recommend that our members reach out to their state affiliate about local membership.
How can I get NAFEPA to sponsor an EDGAR Academy in my area?
- If you or your district is interested in hosting an EDGAR Academy in your area, please contact NAFEPA at [email protected].
The EDGAR Academy topics include:
- Financial management rules;
- Internal controls;
- Allowable costs;
- Timely obligation of funds and carryover;
- Time and effort certifications;
- Procurement and conflicts of interest;
- Property/equipment/supplies inventory controls;
- Record retention;
- Audits and monitoring requirements; and more!
All recipients of federal education grant dollars (e.g., ESSA, IDEA, Perkins, AEFLA and School Nutrition) must comply with these rules to avoid audit exposure and to be eligible for available flexibility.
Cost & Payment FAQs
- $595 per person ($535.50 for NAFEPA members with 10% discount code)
Do I need to set up an account to register for the Bruman Academy?
- Yes, when you make your first purchase you will be requested to set up an account.
What happens if I forget my password?
- You can request that your password be reset on the login page.
Can I use my credit card?
- Yes, credit card purchases are encouraged. If a credit card is used, payment is automatic and the registration is deemed complete automatically, which means your registration is secured.
Can I pay by check?
- Yes, you may pay by check. If paying by check, please register by selecting the ‘Check Payment/Purchase Order’ option at checkout.
- Checks must be made out to “The Bruman Group, PLLC” and should be mailed to:
The Bruman Group, PLLC
1120 20th Street, NW Suite 740
Washington, D.C. 20036.
- Your registration is not deemed complete, so your seat is not guaranteed, until we receive the check payment.
Can I use a purchase order?
- Yes. If using a PO, please register by selecting the ‘Check Payment/Purchase Order’ option at checkout.
- You must email us the PO at [email protected] prior to the training. If the PO is not sent at least 30 days before the event, your registration may be cancelled. Your registration is not deemed complete, so your seat is not guaranteed, until we receive your PO or payment.
Can I obtain a copy of my receipt?
- Yes, a receipt will be emailed to you when your order has been completed. In addition, you can login to your account and see all your prior orders and print receipts directly from the website.
Can I register more than one person at a time for an event?
- Unfortunately, no. The system provides unique user links so individual registrations are required.
Learning Objectives
Who Should Attend?
This training is of value to all administrators of federal education grant funds. While we will focus on the EDGAR requirements as well as the Uniform Grants Guidance requirements applicable to ED grants. Prior attendees that have benefited from this training include:
- Grant administrators at SEAs, LEAs, IHEs, Indian Tribes, nonprofit organizations, etc.;
- Grant program staff;
- Program and fiscal monitors; and
- Auditors.
Learning Objectives:
During the EDGAR Academy, attendees will:
- Understand the foundational principles of EDGAR and Uniform Guidance and how they apply to federal education grant administration.
- Apply general cost allowability rules to ensure expenditures are reasonable, necessary, and compliant with federal requirements.
- Demonstrate understanding of key administrative processes including financial management, procurement, and inventory control.
- Appreciate compliant practices for timeliness of obligations to support proper use and tracking of federal funds.
- Identify effective compliance procedures to confidently manage federal grants.
NASBA CPE Information
- CREDITS:
6 CPE Credits will be awarded upon completion of the training and post-conference survey.
- WHERE:
Location details noted above
- DURATION:
5 hours with time built in for questions
- RECOMMENDED FIELD OF STUDY:
Specialized Knowledge – Technical
- PROGRAM KNOWLEDGE LEVEL:
Overview
- ADVANCED PREPARATION:
None
- DELIVERY METHOD:
Group Live
*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. The Bruman Group, PLLC makes no guarantee or assurance that the CPE credits received will apply to any other program or state requirements.
The Bruman Group, 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: http://www.learningmarket.org.
GPCI Education Credits
The Bruman Group, PLLC is a provider of training sessions / events / presentations that have been accepted in the GPCI Accepted Education Program.
Full participation in the above outlined presentation is applicable for 5 GPCI Education Point(s) towards acquiring the GPC (Grant Professional Certified) or in maintaining their GPC certification.
GPCI administers the GPC, an accredited certification program that measures an individual’s ability to provide quality grant-related services within an ethical framework. GPCI accomplishes its mission through the identification of grant professionals who display outstanding expertise and ethical practices as measured by a psychometrically valid and reliable assessment tool. To learn more about GPCI, visit http://www.grantcredential.org/.
- Please Note: GPCI Education Credits are separate and unaffiliated with the NASBA Continuing Professional Education Credits listed in the section above. A separate certificate will be issued for the GPCI Education Credits.
Attendance FAQs
What time is registration?
- Registration begins at 8:30 AM (local time) unless stated otherwise. Our event begins promptly at 9:00 AM (local time).
Are onsite registrations permitted?
- The EDGAR Academies usually sell out so we can not guarantee that onsite registration will be available. If there are spaces available, we will permit onsite registration. However, there is a $25 per person onsite registration fee in addition to the registration costs.
Will breakfast/lunch be provided?
- No, lunch will not be provided for this training, but we will provide a list of locations for you to get lunch during our break.
What is included in the registration fee?
- At a minimum, each registrant will receive an emailed copy of the PowerPoint presentation and a copy of The Bruman Group’s newest edition of The Administrator’s Handbook on EDGAR (6th Ed.).
What do I need to bring?
- You may wish to bring a laptop or tablet to take notes; however, please make sure your computer or tablet is charged as we can not guarantee that charging stations or plugs will be readily available. We also recommend bringing business cards for networking with our attorneys and other attendees we well as highlighters and tabs for your book.
What is the cancellation policy?
- Please check out our Cancellation Policy FAQs.
Travel Logistics
Where is the training?
- The training will be held at Embassy Suites by Hilton Greensboro 204 Centreport Drive Greensboro, NC 27409
What is the closest airport?
- The Piedmont Triad International Airport will be the closest airport to the training site. The hotel has a free shuttle to/from the airport.
Is there a discounted hotel rate for the training?
- The hotel does have a discounted rate for the NCFEPA conference if you are planning on attending after the EDGAR Academy as a pre-session. Please see the NCFEPA website for details. The hotel website is here: Embassy Suites by Hilton Greensboro Airport Hotel
Is there parking onsite?
- Yes, there is paid parking available onsite at the hotel.
Cancellation Policy
- CANCELLATION POLICY & REFUNDS
All cancellation or transfer requests must be received in writing as noted below at orders@bruman.com. Request for refunds or transfers for in-person events will be granted according to the following schedule:
- Attendee transfers are permitted at anytime prior to the start of the event.
- Cancellations:
- 30 or more calendar days prior to the event: Requests for a full refund will be granted.
- Between 30 and 7 calendar days prior to the event: Cancellations will be subject to an administrative fee (25% of the cost) to cover fees and expenses incurred.
- Less than 7 days prior to the event, no refund and materials will be mailed to the attendee.
- Refunds are not granted for no-shows for any reason.
- CANCELLATION FAQS
Can someone else attend in my place?
- If you can no longer make it to the in-person training you originally registered for and would like to send a colleague in your place, please email us at [email protected] with the name of the replacement.
What if the staff member who registered has left the organization?
- We understand staff changes may occur; however, cancellations and transfers are subject to the rules noted above.
Have Questions?
Contact [email protected] for inquiries about openings.
