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SBIR Bootcamp: Applying, Accounting, and Reporting

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Polsky Exchange - Jackson Park Boardroom

1452 E 53rd St

2nd Floor

Chicago, IL 60615

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Description

Application Process (10:00 - 11:30 am)

After working with many nationwide small business government contractors over the past decade, we have come to one conclusion: government contractors get off on the wrong foot, and spend thousands of dollars to address the need at without necessarily leaving you with a sustainable, compliant accounting system for contract administration and indirect rate reporting. As a result, we have developed solutions that help you gain an understanding of what is needed to comply with the financial recordkeeping and reporting requirements of your federal award, or the federal award you are applying for.

This session will walk through the application process including the preparation of your budget for the solicitation, how to determine your indirect rates, and how to build out your accounting system to meet the requirements of the agency that you are trying to work with.


Lunch Discussion and Q&A (11:30 am - 12:30 pm)

Lunch will be a working session responding to questions based on the morning workshop.

Government Recordkeeping & Reporting (1:00 - 2:30 pm)

The is a two-hour session provides an overview of receiving awards from the federal government. This session will focus primarily on understanding the importance and requirements related to grant recordkeeping and reporting. The requirements of an adequate accounting system will be discussed, as well as a series of takeaways, to avoid the typical, costly mistakes most firms make when proposing, tracking, and reporting on federal awards. The session provides an overview of the following topics.

  • Adequacy of Accounting Systems
  • Chart of Accounts
  • Labor Distribution and Timekeeping
  • Vendor Payments and Expense Reports
  • Billings
  • Budget preparation
  • Indirect rate pools
  • Base Calculations
  • Management and Reporting
  • Audit Requirements

This goes beyond the adequacy of the accounting system, and into the more complex, cash-flow drivers of your organization. The takeaways include having a portfolio of grants to manage operations, budgets that reflect reality, and maximizing cost-recovery based on your program.

Advanced Q&A (2:30 - 3 pm)

Immediately following Advanced, there will be a Q & A session.

1 on 1 Sessions (3 - 5 pm)

One on one sessions available to book with George to get more insight.



About the instructor:

George G. Moker, EdD, CPA, MBA
Director of Government Contracting
Ambrosi Donahue Congdon Co. & P.C.
Director of Entrepreneurship Programs at Suffolk University - Boston

George is a certified public accountant (CPA) with more than 25 years in public accounting and commercial business. From his experience in helping awardees from all agencies, he has developed training manuals, workshops, and seminars in the record-keeping and reporting compliance areas of government contracting. George earned a master's degree in business administration (MBA) from Suffolk University where he currently serves as Director of Entrepreneurship Programs as well as being a member of the entrepreneurship faculty. George served in senior management positions in the private sector, including roles as Chief Financial Officer and Vice President of Operations in an aerospace support company that provided metrology products and services to the Department of Defense and NASA. George has successfully assisted multiple companies in commercializing and growing their operations. One of his most notable success stories came when assisting his client SmartCells, Inc. was acquired by Merck & Company, Inc. for over $500 million. George continues to work with startups of various sizes and in various industries.


About our co-presenter:
Argonne National Lab's Chain Reaction Innovations (CRI) provides innovators with the laboratory tools, seed capital, and collaborators needed to grow their early-stage technologies to enable them to attract the long-term capital and commercial partners needed to scale and launch into the marketplace. CRI is part of the Lab-Embedded Entrepreneurship Programs from the U.S. Department of Energy’s Office of Energy Efficiency and Renewable Energy (EERE). EERE created the Lab-Embedded Entrepreneurship Programs to provide an institutional home for innovative postdoctoral researchers to build their research into products and train to be entrepreneurs. The two-year program for each innovator is funded by EERE’s Advanced Manufacturing Office (AMO).

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Date and Time

Location

Polsky Exchange - Jackson Park Boardroom

1452 E 53rd St

2nd Floor

Chicago, IL 60615

View Map

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