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Tracking your Grant Spending: Effective Monitoring Techniques and Tools

For your convenience, you can download the webinar slides here.

Has your organization received grant funding that needs to be managed? Are you contemplating applying for larger grants in the future?

Monitoring grant spending is a standard element of compliance for organizations that have been awarded grants of all sizes and types.

This training discusses monitoring strategies to help organizations ensure timely and proper spending of grant funding. We also cover action steps for strengthening your capacity and compliance to pave the way for successful grant close-outs, quality reporting, and future funding.

You will learn:

  • How to create a grant spending plan
  • Techniques to monitor how well the spending plan is being followed
  • Strategies to integrate monitoring activities into reporting strategies and requirements
  • Questions you can use to help ensure grant-funded program expenditures are based upon the spending plan.

About the Author

Julie Assel, President/CEO of Assel Grant Services, and has over 20 years of experience as a grant professional providing consulting and training across the grant lifecycle from research and strategy to reporting and closeout. She works with organizations both large and small writing and managing foundation; corporate; and local, state, and federal government grants. She is one of only three approved trainers through the Grants Professionals Association who is also holds the Grant Professionals Certified (GPC) credential through the Grant Professionals Certification Institute (GPCI) and the Certified Grant Management Specialist (CGMS) through the National Grants Management Association (NGMA). Her trainers are all approved for continuing education by GPCI and CFRE International. She and her team of 20 grant professionals have brought over $400 million to nonprofits, educational institutions, healthcare systems, and government agencies.

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