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20th Annual Conference

Venue

This is a virtual event, accessible online. Access instructions will be provided after registration.

Description

Join us for a full day of professional development. The following four sessions will be offered to you at the cost of $100. The session times are as follows in Central Standard Time:

  • Session 1: 9:00am-10:15am - Top 10 Audit Findings and What to Avoid
  • Session 2: 10:45am-12:00pm - Grants and the Capital Campaign
  • Session 3: 1:30pm-2:45pm - Inside the Grantmaker's Black Box: What Really Happen AFTER You Push SUBMIT!
  • Session 4: 3:45pm-5:00pm - Pet Peeves of Funders

Should you have any questions about these offerings contact staff@grantprofessionals.org.

 

Session 1: Top 10 Audit Findings and What To Avoid

Your next audit is just around the corner. You'll need to be mindful of the uniform guidance requirements, the annual compliance supplement, program statutes and federal agency regulations, as well as state and local regulations. Federal agencies, auditors and auditees have a lot to monitor and even more to manage. Despite best efforts, it seems the same audit findings habitually create challenges year after year among most recipients and programs. How can you better prepare and avoid findings? What are the consequences of noncompliance? What are the differences between unintentional acts such as improper payments and intentional acts such as fraud, waste, and abuse, and how should they be resolved or handled? What if an audit finding was not accurate? Should a nonfederal entity appeal or dispute a finding and what options are available? Learn to recognize the usual suspects and what to do about them.

GPC Competencies Addressed:
Strategies for effective program and project design and development
Post-award grant management practices sufficient to inform effective grant design and development
Methods and strategies that cultivate and maintain relationships between fund-seeking and recipient organizations and funders
Practices and services that raise the level of professionalism of grant developers

Speaker: 

Karen Norris is nationally recognized in the grants community as a consultant and Subject Matter Expert for k4rnoco, a K4ren Norris Company in Gaithersburg, MD. She has more than 20 years experience, previously as a grants administrator for educational institutions and as an author and editor for national grants publications. Norris has served on the Board of Directors of professional associations and advisory boards. She is a recognized speaker and trainer, and has served as a federal reviewer.

 

Session 2: Grants and the Capital Campaign

Multi-year, high dollar goal campaigns are becoming more common. In fact, it seems as if some organizations launch one campaign after another. In addition to capital projects, campaigns today usually include multiple components, such as annual fund, program development, endowment, or scholarships. Often, outside campaign counsel comes on board.

How does the grant professional fit into campaign-driven fundraising? Strategically. It can also be an opportunity to further demonstrate your worth to your organization.

This session will be part presentation and part discussion (based on the size of the room). The session will follow this outline:
A. Establishing attendees' experience with grants and campaigns (if room size allows)
B. Discussing Misunderstandings and Unrealistic Expectations of Grants in a Campaign

  1. Not including grants in the strategy
  2. Setting arbitrary goals

C. Writing (case statements, donor prospectuses, consultant RFPs, etc.)
D. Campaign Plans

  1. Balance of all funding sources in a campaign plan
  2. Understanding foundation "mindsets" toward campaign participation

E. Grants Strategy

  1. Prospect research
  2. The feasibility study
  3. Strategic timing of cultivation and solicitation

F. Working with outside counsel

Learning Objectives
Attendees will learn:
- how to position themselves as a vital part of the campaign
- what questions to ask potential Campaign Consultants about grants
- skills to communicate realistic expectations of grant funds to be raised
- techniques to balance a multi-year grants strategy

GPC Competencies Addressed:
How to research, identify, and match funding resources to meet specific needs
Organizational development as it pertains to grant seeking
Methods and strategies that cultivate and maintain relationships between fund-seeking and recipient organizations and funders

Speaker:
https://gpa.membershipsoftware.org/content_images/Approved-Trainer-Logo-with-black-GPA.jpgCheryl Kester is Director of Grants at Walton Arts Center in Arkansas and owner of The Kester Group, a firm specializing in federal grants and external evaluations. Since 1999 her proposals have raised almost $138 million. She loves speaking to GPA chapters, talking people into joining GPA, and riding her bike. A frequent speaker and trainer, she is a GPA approved trainer and the co-author of Writing to Win Federal Grants and the Writing to Win Workbook. She is also a GPA national board member.

 

Session 3: Inside the Grantmaker's Black Box: What Really Happens AFTER You Push SUBMIT!

You know that feeling on deadline day, when you finally push SUBMIT button and say goodbye to your lovingly-crafted, mission-critical grant proposal as it disappears - vanishing entirely for weeks, sometimes months, sometimes even forever - as you wait to find out whether it's going to be funded or not.

That space between "submit" on one side - and "notification" on the other - is what we call the Grantmaker's Black Box.

That's where all the work goes on for the grantmaking team - the program officer, reviewers, decision-makers. That's where everything happens to decide which proposals are awarded ... and which aren't.

In this eye-opening session, you'll join veteran grants officer Maryn Boess for a unique journey into the heart of the Grantmaker's Black Box as we venture into one grantmaker's funding process. Together we'll take a high-level flyover of her own organization's recent real-life grantmaking round on the way to awarding a total of $600,000. Along the way:

 

  • You'll track the proposals through the 8 key "checkpoints" of the grant decision process, so you can observe exactly what happened at every step of the way.
  • You'll eavesdrop on conversations with proposers and review team members.
  • You'll see the team's mistakes and near-misses, challenges and celebrations, what was surprisingly easy, what really came hard in the final decisionmaking.
  • And you'll experience plenty of surprises, aha!s and hmm's as Maryn shares stories about real life inside this particular Grantmaker's Black Box - with new insights you can carry home and put to work immediately on behalf of your own nonprofit and community.


BENEFITS: This session gives an insider's view of the real world of the final grant decision-making process - something perhaps 98% of all grant professionals never get to see.

GPC Competencies Addressed:
How to craft, construct, and submit an effective grant application
Methods and strategies that cultivate and maintain relationships between fund-seeking and recipient organizations and funders
Practices and services that raise the level of professionalism of grant developers

Speaker:
https://gpa.membershipsoftware.org/content_images/Approved-Trainer-Logo-with-black-GPA.jpgMaryn's been a grantwriter/consultant (winning $42 million), a grant trainer, reviewer, author, speaker, mentor, and, since 2006, even a grantmaker. Her 3-D expertise lends a unique insider's viewpoint to the grantsmanship training she shares with thousands of people annually through GrantsMagic U. A dual-citizen of the grant world, Maryn may be the only person who's a member of both Grant Professionals Association (for grantseekers) and Grantmakers for Effective Organizations (for grantmakers).

 

Session 4: Pet Peeves of Funders

This presentation will feature the results of a survey the presenter did with a cross section of corporate, private, community and family foundations who were willing to share their experiences and insights on the grant giving process.

What will be shared will be a list of NEVERS such as:

- NEVER call with questions that are already answered on their website.
- NEVER ask for an amount outside of their giving range.
- NEVER submit a proposal with another funder's name in the copy.
- NEVER answer the sustainability question with "We will submit more grant proposals."
- NEVER be pushy the first time we meet.

More important, the presenter will emphasis the key lesson(s) to learn from each NEVER.

Funders were asked about their "pet peeves" regarding a variety of topics including submissions, ask amounts, relationship building, sustainability, post award, stewardship, and more.

While this presentation will give you an occasional chuckle, the key takeaways are serious. Attendees will learn proper funder-awardee protocol that will improve your grant success and retention rates. Gain a unique insight into what funders think, what constitutes a good funder-awardee relationship, and tips that will increase your likelihood of being funded and maintaining funding.

GPC Competencies Addressed:
How to craft, construct, and submit an effective grant application
Post-award grant management practices sufficient to inform effective grant design and development
Methods and strategies that cultivate and maintain relationships between fund-seeking and recipient organizations and funders
Practices and services that raise the level of professionalism of grant developers

Speaker:
Lydia Howie, MS, GPC has over 35 years of successful grant writing, marketing, development, and fundraising experience. She has been a grant writing consultant and owner of Howie Marketing & Consulting for 18 years. She has raised over $40 million and has a dozen clients. She earned a MS Marketing Communications from Iona College and BA Communication Arts from the College of New Rochelle, and was in the first GPC graduating class. She regularly speaks on grant writing topics.

Continuing Education

Credits:
4.0 CEU
Level:
Any
Production Date:
11/09/2018
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