Automating Grants Management and Accounting



Webinar: group live presented online  ||  Attendance: 55 Associations  ||  Reviews   ♦♦♦♦♦  || Thank you. Very insightful information. || Thank you very much Mike. Very good overview! || Good information, learned about several options, thanks! || Helpful webinar – useful information. Thank you.

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(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online)






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

    ·         Specify grant close out process

    ·         Understand pass through grants or subaward process.

    ·         Evaluate what to look for in a software solution


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 20 years. Previously, I was Director of Development for PeopleSoft, acting Chief Technology Officer at San Joaquin Regional Transit District, and principle research analyst at Mercury Consulting. I have a graduate degree from Syracuse in Computer Science.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Finance – Technical Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed At least 1 year of association or nonprofit operations experience. No advance preparation required for course Cost $0.00




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