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2023 Program

Thursday, April 13, 2023

A week before the conference, join us for a networking event to break the ice!

12:00pm — 1:00 pm Networking Event: Tri-University Takeoff

Join Miriam Marguliz (NAU), Megan Cooper (ASU), and Donna Sloan (UArizona) from the Networking Subcommittee to get to know your colleagues before the upcoming conference! Detailed instructions will come to registrants, but please be prepared to talk about music (we have our own playlist to share!), share pictures of your pet(s), plant(s), or human child(ren) in your life, have people guess your favorite local spot by your Zoom background, and learn about the ongoing colleague bingo we plan to play throughout the conference!


Miriam Marguliz, Manager, Center for Service and Volunteerism, Northern Arizona University

Megan Cooper, Financial Specialist Sr., School for Sustainable Engineering & the Built Environment, Arizona State University

Donna Sloan, Senior Research Administrator, University of Arizona

Networking Events

9:00am — 9:45am Networking Event: Morning Mindfulness with Dr. Carola Grebitus

Before participating in mindful activities, please review and sign this waiver.


Nicole Cox, Grant + Contract Officer, Office of Research & Sponsored Projects Administration, Arizona State University

Lucas Marshall, Accountant, W.P. Carey School of Business, Arizona State University

12:00pm — 1:00pm Networking Event: Lunchtime Information Booth – Q&A with the National Science Foundation

Natalia Areño, Grant + Contract Specialist, Office of Research & Sponsored Projects Administration, Arizona State University

Nancy Parker, Research Advancement Admin, Sr., School of Human Evolution and Social Change, Arizona State University

Tiffany Lehn, Assistant Director, EdPlus, Arizona State University

Jessica Robins, Associate Director of Research Operations, Office of Research & Sponsored Projects Administration, Arizona State University

Pre-Award Track

10:00am — 10:50am Pre-Award Track: Navigating the 2023 NIH Data Management and Sharing Policy: Understanding the impact on Research Administrators

This session will cover the new NIH Data Management and Sharing Policy, effective January 2023. We’ll talk about what you need to know to prepare yourself and faculty for the new requirement, including:

  • How this policy differs from the previous version
  • Required forms and documentation for the NIH application process
  • Tools and resources available to help
  • Budgeting and costing advice
  • Outreach strategies across institutions

Matt Harp, Associate Librarian, Open Science and Scholarly Communication, Arizona State University

Research Data Initiatives Librarian Matthew Harp received his master’s degree in information resources and library science in 2013, his graduate certificate in digital information management in 2011, and his bachelor’s of fine arts in media arts in 1998 from the University of Arizona. He is currently an Associate Librarian in ASU Library’s Open Science and Scholarly Communications unit, specializing in scholarship and research services with a focus on research data management and sharing. Before completing his master’s degree, Matthew worked as the Digital Library Projects Manager at the ASU Libraries, producing podcasts and video programs, and is a 2010 Library Journal Mover and Shaker.

Jerry Perry, Associate Dean, University of Arizona Libraries, University of Arizona

Jerry Perry serves as the Associate Dean for the University of Arizona Libraries (UAL). Reporting to him via their leadership are the faculty and staff of University of Arizona Health Sciences Library, the Student Learning and Engagement Department, and User Experience. He is responsible for coordinating assessment efforts across the entire UAL system. He is also the liaison from UAL Administration to the Libraries’ Diversity, Social Justice, and Equity Council. He has nearly 40 years of experience as a health sciences librarian. He as been active in the Medical Library Association, serving as President (2011-2012), and Janet Doe Lecturer (2019). He was named a Fellow of the Association in 2018. Academic interests include leadership and administration, informatics, evidence-based practice, and diversity and inclusion.

Fernando Rios, Associate Specialist, Research Data Management, University of Arizona

Currently in the role of the Research Data Management Specialist in the Research Engagement department at the University of Arizona Libraries, Fernando focuses on supporting academic research in the areas of data management planning, research workflows, reproducibility, data and software curation, archiving and sharing, and open science. He has also been active in software development in academia and in industry where he has worked on projects in the areas of geographic information systems, groundwater modeling, and incident management. He received my Ph.D. in geography from the University at Buffalo, SUNY and his B.S. and M.S. in computational science from the University of Waterloo and Florida State University respectively.

Jen McCormack, Associate, Research Development, University of Arizona

Jen McCormack is a research development associate, specializing in health sciences and health disparities proposals. Prior to her appointment in RDS, Jen served as the Sr. Director of Development and Research for a nonprofit in the GuVo District of the Tohono O’odham Nation. Combining western academic and Indigenous research paradigms, Jen secured and managed federal, state, foundation, and private grants, and worked with multiple federal and state agencies. Through her career, she has consulted in research development and governance.

11:00am — 11:50am Pre-Award Track: Limited Submissions: Who, What, Where, When, How and Why

Federal agencies, foundations, and other funders are increasingly using limited submissions to restrict the number of applications they receive. Management of limited submissions is a core function of research development and sponsored project offices at ASU, NAU, and UA. Research Administration professionals are crucial to the Limited Submissions process and opportunity management by working directly with faculty.

This presentation will cover Limited Submissions topics such as the following: what Limited Submissions are; why Limited Submissions are managed at the institutional level; where to find limited submission opportunities; how to advertise to campus, LS terminology and vocabulary; institutional timelines; best practices and purpose; examples of common LS opportunities; and Limited Submission trends.

The presenters from three institutions will share multiple case studies and analyses of best practices in the limited submission process, allowing insight into how to navigate each institution’s unique processes.


Danielle Barefoot, Program Administrator, Internal Grants, University of Arizona

Danielle Barefoot is the Program Administrator of Internal Grants in Research Development Services, a unit of the University of Arizona’s Office for Research, Innovation and Impact. As Program Administrator, Danielle serves as the campus liaison for InfoReady Review, manages 13 RII Research Development Grants, and administers a number of internal competitions in collaboration with other campus units. She has extensive experience with grants and major awards from applicant, reviewer, and administrator perspectives.

Hayley Bohall, Assistant Director, Research Development, Arizona State University

Hayley Bohall is the Assistant Director of Research Development within Knowledge Enterprise at Arizona State University. Research Development works with research faculty, staff, and leaders to improve funding success and grow the research enterprise. Hayley’s primary responsibility is to support and manage limited submissions, internal grant competitions, and nominations to various federal and non-federal agencies. She interacts with faculty and staff across disciplines to provide research development support and provides solutions to issues associated with sponsored projects.

Andy Koppisch, Associate Vice President Research, Northern Arizona University

Andy Koppisch is the Associate Vice President for Research in the Office of the Vice President for Research at Northern Arizona University.  He oversees efforts to build research capacity at NAU, including internal grant competitions and management of limited submission opportunities.

Lidia Macias, Coordinator, Research Development Operations, University of Arizona

Lidia Macias is the Coordinator of Research Development Operations. She provides support in the limited submissions process, contributes to external RDS communications and funding identification, office operations responsibilities, and conducts communications with internal and external stakeholders. Ms. Macias has more than 7 years of experience in higher education administration at the institutional level; has collaborated in several large-scale, interdisciplinary, multi-institutional, and international research initiatives. She is highly experienced in federal and state agencies, private foundations, and corporative funding programs in both pre and post-award stages. Other areas of her expertise include proposal development and the creation of impact strategies for research development.

1:00pm — 1:50pm Pre-Award Track: They don’t call it Industry: Navigating proposals that include industry partners

Laurie Clark, Grant and Contract Administrator II, University of Arizona

2:00pm — 2:50pm Pre-Award Track: NIH and HRSA Training Grant Submissions Unraveled

Barbara Schay, Research Advancement Administrator Sr., Arizona State University

Barbara Schay is Research Advancement Administrator, Sr. for the Department of Psychology at Arizona State University. She earned a B.A. from Brandeis University and an M.B.A. from Boston University and has more than eight years of experience in pre-award research administration, assisting researchers in developing and submitting proposals to a wide range of federal, not-for-profit and corporate and state sponsors. Barbara enjoys the challenges of staying current with the ever-changing landscape of sponsor requirements, maneuvering through submission portals, and working with her post-award colleagues to ensure seamless transition from proposal to award. Barbara hails from the greater Boston area and has called Arizona home since 1995. When she’s not working, you might find her at a local coffee shop, searching for the perfect cup.

Megan Derksen, Research Proposal Manager, University of Arizona

Megan Derksen recently joined the University of Arizona College of Medicine – Phoenix as a Research Proposal Manager. Prior to that she was a Research Advancement Administrator, Senior in ASU’s Ira A. Fulton Schools of Engineering. Her pre-award research administration experience spans over 10 years and multiple universities with expertise in handling health sciences and engineering proposals and sponsors. Megan particularly enjoys onboarding new faculty and is a glutton for punishment when it comes to coordinating large, complicated proposals. She has a B.A. from Hanover College in Indiana and a M.S. in Justice Studies from ASU.

Nancy Osgood, Research Advancement Manager, Arizona State University

Nancy Osgood has been in the ASU research community since October 2006, performing in both pre- and post-award assignments. Half of those 17 years were spent in the Fulton Schools of Engineering, and the other half in the College of Health Solutions – both of which have given her extensive experience in reporting and submission requirements, policies, regulations and the intricacies of the vast number of sponsors out there! In the past few years, she has focused on more advanced funding mechanisms, such as center and training grants and Other Transaction Agency submissions. In her free time, Nancy and her husband like to go boondocking in their RV and look forward to their first grandchild this summer!

Post-Award Track

Questions? Contact us.

[email protected]