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Effective Strategies For Financial Management of Grants
About Our Speaker(s)
Cyndi MacKenzie

Cyndi MacKenzie, a certified grant professional, has won over $22 million dollars in resources for her clients and has been teaching for six years. She has gone from full time employee to owning her own business and providing a full range of grant professional services to non-profits of all sizes in the United States over her thirteen-year career in this field. Cyndi will share her tips of the trade and tools that save her time and get to those winning proposals with humor. She has a wealth of knowledge that can only be gained by years of experience. As a Grant Professional Approved Trainer, a GPA Grant News contributing author, and a member of the Grant Professional Association, Cyndi keeps up-to-date on the latest research and understands the ethical dilemmas being faced in the field.



Effective Strategies For Financial Management of Grants (CDP861X)

Event Information
postit
Product Format
Pre-recorded Webinar
Presenter(s)
Cyndi MacKenzie
Conference Date
Wednesday, February 1, 2017
Aired Time
This event is available all day on conference date
Length
60 minutes
Event Description

Know the Secrets to Successful Financial Management of Grants from an Expert!

As a Grant Professional, winning the grant is great- but then what?  Financial Management of all grants, both large and small, is extremely important.  Do you need to be a CPA?  No!  Do you need to know every single ruling in the Office of Management and Budget?  No!  Do you need to spend thousands of dollars on software packages?  No!  However, you better know where to find your answers on what is allowable and what isn’t, you should definitely know about your Project Manager, and you should know your way around an Excel spreadsheet.

The way to success is to work closely with your Finance and Payroll Departments, as well as your Project Personnel in order to close out with zero dollars unspent and pass those audits without any findings. It takes planning and teamwork – and tremendous organizational skills.

In this session, expert speaker Cyndi MacKenzie, GPC, will explain you how to manage grants effectively, keeping the financial perspective in mind. Get to know practical tips, advice and expertise that will save you time and frustration. You will be able to manage the financial side effectively, and also learn how to be organized, and how to treat grants with ethics, among other things.

Session Highlights:

  • When to assign a system of checks and balances for each source of funding you manage
  • Why internal controls and policies are so critical to your success in fiscal management
  • Why your relationship with your funder is so important when it comes to finances
  • How easy it is to ask for an amendment to your budget and when it is appropriate to do so
  • Why back up documentation is so important, such as letters of agreements with sub-contractors and receipts, etc.
  • Where to find Office of Management and Budget rules for your grant
  • How Excel can be your best friend
  • Why you must strive to be organized
  • What is on the market for financial management tools should you want to explore them
  • Why you should take 10% administrative fees for the grants you manage (or more if you have a federally approved rate)
  • Why you never want to have an “High Risk” determination
  • Why fiduciary stewardship is so important
  • What ethics have to do with financial management of grants

Who Should Attend

Chief Operating Officers, Grant Managers, Grant Consultants, Administrators, Financial Officers, Grant Professionals, GPC, Office Managers, Chief Executive Officers, CFRE, Director of Development, Grant Assistant, Non-Profit Agencies

 

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