Workshop Descriptions
WS1 - Orientation to Research Administration
In this session, participants will be introduced to the university research structure, focusing on the essential aspects of research administration. Attendees will explore the various roles and responsibilities within research administration, helping them identify where they might fit in this dynamic field. A key component of the session will be comprehending the differences between pre award and post-award activities and units, providing clarity on the distinct phases of research administration. Finally, participants will gain an understanding of the life cycle of research ideas, from inception to award and through to closeout, equipping them with a comprehensive overview of the entire research process. Throughout the sessions, attendees will learn common definitions, acronyms and terminology throughout the session.
Ellen Brearley, Tufts Medical Center
Charna Howson, Appalachian State University
Vivian Meadows, Appalachian State University
Pre Award, Post Award, Compliance, Proposal Development
Knowledge Level: Basic
WS2 - Award Launch Meetings: Why You Need Them and How to Run Them
The primary objective of the award launch meeting is to make sure everyone is aligned with the project goals, timelines, and responsibilities. The launch meeting gives you an opportunity to set expectations, assign responsibilities, establish communication, identify challenges, and most importantly set a professional tone. The workshop would focus on how to lead an award launch meeting, what topics to cover, what documents to have prepared and to review, etc. to ensure the successful initiation of a newly funded project.
Rachael Murdock, Davidson College
Linda Reece, UNC Charlotte
LuAnne Sledge, Davidson College
Post Award
Knowledge Level: Intermediate
WS3 - Unlocking Research, Fueling Innovation: Bridging Academia to Industry
NCInnovation unlocks the innovative potential of North Carolina’s world-class universities to address market needs and create long-term economic benefits for all regions of the state. We do this by supporting researchers with grant funding, mentorship, and partnership development to commercialize research breakthroughs and accelerate the transition from academia to industry.
Derrick Welch, NCInnovation
David L. Wyrick, NCInnovation
Erin Hopper, NCInnovation
Pre Award, Post Award, Compliance, Proposal Development
Knowledge Level: Intermediate, Advanced
WS4 - Ensuring Ethical and Regulatory Compliance in Research Practice: Tips from the Field
In today’s research environment, managing Conflict of Interest and Commitment (COIC) is crucial for maintaining the integrity of research processes, securing funding, and upholding public trust. This interactive workshop will explore the role of research administrators in identifying, managing, and mitigating COIC throughout the research lifecycle. Participants will gain insights into the development of effective COIC policies, procedures for disclosure, and strategies for compliance with institutional, federal, and sponsor requirements.
Michael Case, Retired
John Martin, UNC Chapel Hill
Kimberlee Parker, Clark Atlanta University
Daniel Vick, Duke University
Compliance
Knowledge Level: Basic, Intermediate
WS5 - Self-Management for Effective Collaboration
In this workshop, we will explore strategies for managing your daily interactions while collaborating with others. It’s crucial to develop effective ways to respond to faculty, staff, and colleagues, all while staying compliant in this fast-paced environment.
Denise Wynn, Duke University
Personal Development
Knowledge Level: Basic, Intermediate, Advanced
WS6 - Plan for Evaluation: Key Skills for Developing Robust, Strategic Evaluation Plan to Support Your Proposal
Many funding opportunities require teams to outline their approach for monitoring progress and measuring impact. Specifying a robust evaluation plan within your proposal can demonstrate your commitment both to accountability and quality improvement, and it can be a make-or-break consideration for reviewers. This interactive workshop will demonstrate how to develop rigorous and strategic evaluation plans, focusing on the level and type of information needed at the proposal development stage. Through hands-on activities, participants will practice foundational skills including developing logic models and designing process, outcome, and impact evaluation questions. Participants will learn the benefits of using tested evaluation frameworks to ground their planning and the basics of how to select a framework. Working with the RE-AIM framework as an example, they will complete individual and group exercises to develop evaluation indicators and map them to evaluation activities within the broader project timeline. Lastly, participants will review real-world examples of how planned data and learning can be integrated holistically within funding proposals to bolster and support all study aims. The workshop will provide concrete skills research administrators can use to address this common funder requirement, and an in-depth understanding of the local expertise and resources available to support them.
Jade Hollars, UNC Chapel Hill
Shelly Maras, UNC Chapel Hill
Proposal Development
Knowledge Level: Basic
Session Descriptions
S1 - How to Do Research Administration Effectively and Successfully on a Shoestring Budget
Many people think they need to have access to broad and deep sources of funding to support the initiatives and activities of their research administration offices. While it is indeed true that funding can often provide certain kinds of support that are not possible otherwise, a great deal can be done with only the expenditure of time and effort of research administration office staff and the staff members of sister offices around the institution/organization. This session, co-presented by Panda Powell and Paul Tuttle, will use case studies and examples from their years of serving in central offices at small, medium, and larger sized institutions (undergraduate-focused to Carnegie R2 level) to discuss possible ways to support different research administration and research development functions, including (for example) (1) faculty, student, and administrator training sessions; (2) proposal development brainstorming and coordination meetings; (3) information sessions on changes in research administration law or regulations and related university policy updates; (4) introductions to services provided by different sister offices on campus that help to support externally funded projects during the project management phase [e.g., accounting/business and finance, purchasing, HR, campus event centers, etc.]; and (5) presentations at departmental, school, college, and center meetings regarding available research office support and--with that support--how to become more involved in the campus's research enterprise. Additional ideas will be solicited from attendees during the "group discussion" portions of the session, all of which will be shared with NC RAA attendees and other North Carolina allies, colleagues, and stakeholders after the conference.
Panda Powell, Appalachian State University
Paul Tuttle, Hanover Research
General Research Administration and University-Focused Research Development
Knowledge Level: Basic, Intermediate, Advanced
S2 - Managing a Multi-Generational Office: Coaching and Retaining Our Current and Future Generations
This session will discuss how coaching and mentoring are key factors to success in a multi-generational workforce. We will illustrate with "real life" examples of what is timeless in the work of research administration. The focus is on how commonalities, rather than differences, are keys to success and can be integrated into coaching and mentoring employees.
Kacie Ferguson, Huron Consulting Group
John Sites, Huron Consulting Group
Personal Development, Management
Knowledge Level: Intermediate
S3 – Building Bridges: Establishing Relationships Between Principal Investigators and Research Professionals
We often view PIs as the scary beast! It is often an us-vs-them feeling. We can, in fact, build that collaboration with PIs, just like a PI does with another PI. We have to build that bridge and walk across it. We can be viewed as a partner. Come build a bridge with us!
Betty Morgan, NC State University
Lorrie Robbins, Duke University
Professional Development
Knowledge Level: Basic, Intermediate
S4 - UNC System Office of Sponsored Programs (OSP) Updates and Open Discussion
The session will be specific to UNC System (UNCSO) employees who are involved in research administration. It will include a specific overview of guidelines that impact subrecipients of UNCSO, review of 2 CFR 200 changes and impact for UNCSO sponsored projects, review of UNCS MyApps, and open discussion.
Valerie Crickard, UNC System Office
Pre Award, Post Award, Compliance, UNC System Updates
Knowledge Level: Basic
S5 - How It Started and How It’s Going: Data Management and Sharing Requirements, Challenges, and Emerging Best Practices
Public trust in research and science is at an all-time low. A recent survey from the Pew Research Center showed that 27% of Americans say they have little to no confidence that scientists act in the public interest. Similarly, the 2024 Edelman Trust Barometer, a global survey of more than 32,000 people, reports that 26% of people do not trust scientists to tell the truth. As such, the Federal government has placed an emphasis on transparency and weaved the spirit of that emphasis into new requirements for proposal submissions, award terms and conditions, and progress reporting. In 2022 the Office of Science and Technology Policy released guidance that requires federal agencies to update their public access policies by December 31, 2025, to make the results of federally funded research publicly and freely available. Federal agencies have already begun to update their data management and sharing policies, including the National Institutes of Health which released the Data Management and Sharing policy that was implemented in January 2023. Other agencies have also begun to release plans to meet the OSTP deadline such as the National Science Foundation’s Public Access Plan 2.0. Additionally, the National Institute of Standards and Technology has released the NIST Research Data Framework (RDaF) Version 2.0 as a tool for agencies and organizations to improve research data management capacity and capabilities. We will explore how institutions have adapted to comply with new policies such as the NIH Data
Management and Sharing Policy by reviewing some emerging best practices and identifying some of the challenges such as budgeting, monitoring, and repository selection. We will also look at how this policy fits within the federal public access and data management regulatory landscape.
Alison Krauss, Huron Consulting Group
Ian Von Wald, Duke University
Compliance
Knowledge Level: Intermediate
S6 - Engineering Connections - Collaborations and Networking
For research development professionals, networking is a crucial tool for fostering collaborations and securing funding. This session will delve into networking strategies specifically designed for university-based research development professionals. Attendees will discover how to identify and connect with key stakeholders, leverage strategic partnerships, and utilize digital platforms. Through case studies, participants will gain actionable insights into building networks that support research initiatives and institutional goals. Join us to enhance your networking toolkit and drive impactful research collaborations.
Nathan Blouin, UNC Chapel Hill
Kelley Cardone, UNC Chapel Hill
Michelle Maclay, UNC Chapel Hill (Unable to be present)
Kerry Sewell, East Carolina University
Research Development
Knowledge Level: Basic, Intermediate
S7 - Nuts and Bolts of the NIH Grants Process
NIH staff representing Program, Grants Management, and Review will walk through the NIH grants process from program inception through closeout.
Abee Boyles, National Institutes of Health/National Institute of Environmental Health Sciences
Jenny Greer, National Institutes of Health/National Institute of Environmental Health Sciences
Leroy Worth, National Institutes of Health/National Institute of Environmental Health Sciences
Camilo Asuncion, National Institutes of Health/National Institute of Environmental Health Sciences
Pre Award, Post Award, Compliance
Knowledge Level: Basic
S8 - Artificial Intelligence (AI) and Its Uses in Research Administration
Artificial intelligence (AI) is rapidly becoming a valued assistant in a variety of processes and venues, including higher education. In this session, we will present on (1) what AI is and what it can do, especially in higher education; (2) how some institutions are already using AI in various areas, including research administration; and (3) how NC A&T is using AI in a number of areas, including research administration, to automate certain functions or processes. At the end of this interactive session will be a Q&A/discussion period in which attendees will be asked to share their understanding of how AI might be used in research administration at their home institutions to assist in automating certain types of tasks for increased effectiveness and/or efficiency, particularly in areas where human capital is lacking. Attendees will be provided a list of existing AI tools and key examples of how universities are using AI, including in research administration and research development; presenters will also share ideas from the end-of-session discussion with NC RAA attendees and membership across the state, likely at the second annual conference to occur next year. [Attendees: please download ChatGPT on your phone prior to attending; check your IT security rules.]
Tonjia May, North Carolina A&T University
Makiyah Price, North Carolina A&T University
Innovations in Research Administration and Research Development in Higher Education
Knowledge Level: Basic, Intermediate, Advanced
S9 - Effective Negotiation in Research Administration
Effective negotiation is more than recognizing problematic clauses and redlining language. To be successful, one must understand the nuances of the language and how to navigate multiple stakeholders and the negotiation process effectively. Because research administration negotiators are often the go-between among the sponsor, legal counsel, senior management and the principal investigator, it is imperative to develop effective negotiation and communication. This presentation will focus on using general principles of research agreement negotiation to successfully get to a mutually beneficial executed agreement and help participants improve negotiations with internal and external stakeholders to deliver better outcomes for all involved.
Mindy Solivan, Attain Partners
Pre Award
Knowledge Level: Intermediate
S10 - Growing Research Development at your Institution
This session will discuss what the Research Development life cycle entails and will review the strategies to creating a professional research center that is equipped to manage the sustainability and growth of your institution's growth potential.
Stacy Leotta, UNC Charlotte
Paul Tuttle, Hanover Research
Proposal Development
Knowledge Level: Intermediate
S11 - NSF Updates
This session will review highlights of recent changes to the NSF Proposal and Award Policies and Procedures Guide (PAPPG), provide detailed information about NSF’s implementation of the revised 2 CFR 200, as well as additional pre-award and post-award topics.
Jeremy Leffler, National Science Foundation
Pre Award, Post Award, Compliance
Knowledge Level: Basic, Intermediate, Advanced
S12 - A Studio Model for Research Support: UNC’s Arts & Humanities Grant Studio
Compared to STEM faculty, scholars in the Arts and Humanities gain less training in collaboration and face resource shortages, factors that limit their pursuit of complex grants. To address these challenges, the University of North Carolina at Chapel Hill developed the Arts and Humanities Grant Studio (AHGS), which integrates traditional project management tools with research development principles and art studio methods. The result prioritizes four elements of a studio when approaching grant operations: (1) a practice of sustained attention, (2) a focus on transdisciplinary collaboration, (3) an adaptiveness to evolving outcomes, and (4) an awareness of the impact of storytelling. Our presentation will break down these elements and illustrate how we’ve applied them. This model has been developed and driven by the AHGS team, which consists of three postdocs and a supervisor from a range of disciplines in the Arts and Humanities. We bring our varied expertise to provide tailored project management and creative engagement support, helping PIs avoid burnout and successfully build their projects towards future, larger grants. Ultimately, we reflect on the successes and challenges of our efforts at the AHGS and imagine new ways to support arts and humanities projects throughout the pre- and post-award lifecycles.
Sara Katz, UNC Chapel Hill
Boyie Kim, UNC Chapel Hill
Mariah Marsden, UNC Chapel Hill
Ashley Melzer, UNC Chapel Hill
Pre Award, Post Award, Proposal Development
Knowledge Level: Basic
S13 – Work-Life Balance: Is It Just a Buzz Word?
Work-life balance is everywhere, in the news, on Facebook, on LinkedIn. What is it really? Is it just a catch phrase? Can it be achieved? Let's explore these questions together and come up with some ways we can identify balance and achieve perfect harmony!
Betty Morgan, NC State University
Lorrie Robbins, Duke University
Personal Development
Intermediate
S14 - Financial Management: Forecasting Expenses on Active Accounts
We will review best practices and available tools and reports to forecast budgets in order to proactively monitor active awards and accurately plan.
Kimberly McKoy, North Carolina A&T University
Amanda Varone, Huron Consulting Group
Post Award
Knowledge Level: Intermediate
S15 - Key Uniform Guidance (UG) Updates and Mitigating Compliance Risk with a UG Assessment
This session will cover the uniform guidance, highlighting the latest updates. We will discuss the key changes and explore the advantages of conducting a UG assessment, particularly in addressing compliance issues. Attendees will learn how a comprehensive UG assessment can benefit their organization by helping to address compliance challenges and avoiding UG audit findings.
Bob Cohen, Attain Partners
Lindsey Hornsby, Attain Partners
Compliance
Knowledge Level: Basic, Intermediate, Advanced
S16 - Utilizing Federal Funding to Build Holistic, Interactive, and Sustainable Campus-Community Partnerships
In this session, participants will explore best practices for identifying and securing funding opportunities that align with collaborative goals and community needs. The session will provide strategies for creating partnerships that are not only responsive to immediate challenges but also adaptable to future needs, ensuring long-term impact and sustainability. Through interactive discussions and case studies, attendees will gain insights into successful partnership models, understand the importance of inclusive engagement, and learn how to measure and communicate the value of these partnerships to stakeholders and funders.
Patrick Martin, Johnson C. Smith University
John Oliver, Johnson C. Smith University
Proposal Development, Personal Development
Knowledge Level: Basic
S17 - Do's and Don'ts of Cost Share
Cost sharing can be a challenging and burdensome process for research administrators, new and old. This session is designed to provide an overview of the cost sharing process and to recount horror stories of cost sharing gone wrong, along with tips for navigating cost share across the lifecycle, including at the proposal, award receipt, award management, and closeout stages in order to avoid common pitfalls with cost sharing.
Purshotam Aruwani, Huron Consulting Group
Samantha Ellithorpe, Western Carolina University
Post Award, Proposal Development
Knowledge Level: Basic
S18 - NC Biotechnology Center Grants Explained
Staff from NCBiotech will present on the organization’s grant programs. A member of the Science and Technology Development team will highlight the NCBiotech grant programs that are available to North Carolina academic and nonprofit research institutions. Specifics about each program will be provided as well as information about funding success rates and tips for assembling a competitive proposal. Members of the Contracts and Grants team will delve into the post-award process.
Michelle Collins, NC Biotechnology Center
Steve Fowler, NC Biotechnology Center
Susan Lankford, NC Biotechnology Center
Shayla Moss, NC Biotechnology Center
Pre Award, Post Award, Proposal Development
Knowledge Level: Basic
S19 - NSF GRANTED Updates and Information
This session is designed to help understand the NSF GRANTED funding opportunity and how to submit a competitive proposal.
Kim Littlefield, National Science Foundation
Federal Agency Funding Opportunity
Knowledge Level: Basic
S20 - Raising the Flags: Using Monthly Management Reports to Identify Expenses Needing Additional Review
In order to better equip research administrators with tools to help identify questionable costs, late supply, travel, and equipment purchases, charges after the end date, overrun/underrun, and projects with subawards or cost share requirements on a monthly basis, ECU Office of Research Administration and Compliance developed three monthly reports that are emailed to Financial Analysts, Hub Personnel, and Departmental Admins and implemented processes for navigating issues found on the reports. In this session we will discuss the importance of monthly review of expenses on both compliance and closeout as well as share the monthly reports and processes we use to help departments manage their projects.
Karen Mizelle, East Carolina University
Post Award
Knowledge Level: Basic