JUNE 9-11, 2025 | AUSTIN, TX |
Registration Fee: $225 ends April 25 or $295 after April 25
Participants may receive electronic copies of presentations and other materials provided by training leads.
This presentation reviews Agency types and missions, Grants vs. Contracts, the SBIR and STTR funding landscape, project phases, topics, assistance, references, tools, innovations – and how to make the most of the SBIR/STTR Innovation Summit opportunity.
This workshop begins with some basics of the SBIR/STTR programs, including important recent changes coming from the programs' recent reauthorization. It then covers a simple but effective four step process for developing a competitive Phase 1 SBIR or STTR proposal to any of the 11 participating agencies. The workshop is suitable for newcomers to the SBIR/STTR programs, as well as those who have previously submitted Phase 1 proposals but have not received awards. Even successful Phase 1 winners will find relevant and useful information, particularly as the SBIR/STTR programs evolve toward greater emphasis on commercialization.
Jim Greenwood
Founder, Greenwood Consulting Group
In this workshop you will better understand the financial requirements that come with an SBIR/STTR grant or contract. When you receive a cost-reimbursable award, you are allowing the government complete visibility into your accounting system and all costs, whether billed to the government or not.
Topic # 1:
How to Set Up Your Books for Government Funding Awards
If your company has received a government grant or contract, you need to be familiar with the Federal Acquisition Regulation (FAR) Part 31 and must maintain your books accordingly. We roll up our sleeves and share details on how to set up your accounting system to capture direct, indirect and unallowable costs.
Topic # 2:
How Indirect Cost Rates Affect Your Cash Flow
We'll dive into a discussion on the indirect cost rates and explain the critical events that you need to monitor as your business evolves over time - which will have a massive impact on your cash flow. We will also discuss the impact of indirect rate caps – effective for future NSF and DOE awards.
Topic # 3:
How to Survive the Audits Embedded in your Federal Funding Award
All federal funding awards contain audit requirements. In this section of the webinar, we discuss what gets examined during a Uniform Guidance Audit (UGA) as well as Defense Contract Agency Audits (DCAA). We will examine common audit findings and discuss how to avoid them.
Ed Jameson
Managing Partner, Jameson & Company
This interactive tutorial examines key steps in developing a competitive SBIR or STTR Phase II proposal to any participating Federal agency, and is suitable for small firms with some SBIR/STTR experience, and state/regional service providers who need SBIR and STTR expertise. Emphasis on commercialization.
Winning a Phase II SBIR/STTR award is what your Phase I project is all about. This half-day session addresses key elements of the process of getting ready to write a competitive Phase II proposal—including the concept of "managing your Phase I SBIR/STTR to get to Phase II." That management/planning effort involves a number of key elements. Successful completion of the Phase I technical work is clearly critical in terms of proving the new concept…but that is only the start.
As much as half of the Phase I work goes beyond completing technical tasks and writing reports. It includes interaction with the sponsor, the extensive effort that goes into preparing a detailed Commercialization Plan, identifying and negotiating with "Phase III" partners for contingent-commitment letters, designing the Phase II work plan, boosting team credibility for Phase II, and other important activities that are not spelled out in your Phase I work plan. All of those issues will be discussed. The workshop will also cover the fundamentals of Phase II technical proposals. Proven tools and processes used in getting ready to write a Phase II will be introduced, and attendee interaction and participation will be encouraged.
Jerry Hollister
CEO, Principal Consultant, BBC Entrepreneurial Training & Consulting (BBCetc)
SPONSORS & PARTNERS
SBIR/STTR AGENCY PARTNERS ![]() |
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All Department of Defense speakers are subject to budget travel changes.
*Participation by any United States Federal Agency in any TechConnect activity or event does not constitute an expressed or implied endorsement of any cosponsor, donor, grantee, contractor or participants opinions, products, or services