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Basics of Non-Profit Grant Management: Key Steps and Best Practices

Recorded Event

Non-Profit

Recorded on 03/19/2025

Overview

Grants are a vital funding source for many nonprofits, yet navigating the application, reporting, and compliance processes can feel overwhelming. In this webinar, we’ll demystify the grant management cycle by exploring where to find grants, how to fulfill donor requirements, and what you need to know about potential audits and other compliance considerations. Whether you’re new to grant seeking or looking to refine your existing processes, this session will provide practical insights to help your organization secure and manage grants with confidence.

Learning Objectives

Identify and compare various types of nonprofit grants
Understand the essentials of grant reporting and compliance
Discover and evaluate grants that align with your organization’s goals
Recognize how grants can trigger reviews, audits, and potential changes to tax status

Presenter

James Conrad, CNAP, Supervisor

James joined Wegner CPAs in November 2020 with several years of working experience in Madison, Wisconsin area nonprofit organizations after transitioning out of his first career as a meteorologist. He has experience with a wide range nonprofit businesses across the nation, such as church and religious organizations, human service providers, enthusiast clubs, foundations, chambers of commerce, and companies assisting underserved communities through the arts. James also has extensive experience in QuickBooks cleanup and implementations.

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