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Grant Management Solutions: How to Automate Grants Management

May 17, 2022 @ 3:00 pm - 4:30 pm EDT

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This session will provide an overview of the general grant lifecycle which is typical for federal, state, and foundation related grants. It will focus on the different types of cost allocation methods that can be used to charge donors for re-imbursements. Passthrough grants or subawards to grantees will be reviewed. Throughout the session, automating processes will be an underlying theme. The goal is to highlight where manual procedures can be automated to save time and reduce errors. Finally, the session will identify key features to look for when evaluating a grants management solution.

  • Understand the typical grants life cycle – from application to close.
  •  Identify typical grant related data elements
  • Specify a grant budget – typical expense categories. Enforce allowable expenses.
  • Classify direct and indirect costs
  • Formulate indirect costs – multiple options (transactional, pooling, negotiated rates)
  • Calculate effort reporting and certification process
  • Understand matching scenarios between grants
Level Intermediate
NASBA (Field of Study) Accounting
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed At least 1 year of association or nonprofit operations experience. No advance preparation required for course
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.5
Cost Free
Delivery Group Internet Based

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Mike Canniff
CEO, PyanGo
CEO at PyanGo which creates automated accounting solutions on the NetSuite platform. I have lectured part time at University of the Pacific for the past…