Effective and Ethical Grant Management 

Grant management is a continuum directly related to grant readiness. It points to an organization’s ability to follow through on what it said it would do and follow established best practices for financial, data, and records management. Presenter Julie Assel, GPC, has over 15 years of experience managing foundation, corporate, and government grants and auditing grant processes for large urban school districts, hospitals, and behavioral health centers. She also consults with small nonprofits with only volunteer staff who receive their first grant and want to establish high-quality grant management practices from the ground up.

This training will take participants through standard compliance elements, the roles and responsibilities needed to implement these compliance elements, and effective grant management practices. Strategies will include universal practices and practices tailored to the size and complexity of the organization.

CEUs

Full participation in this program is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

GPC Competencies:
This training aligns with the Grant Professional Certification Institute’s Competencies and Skills.

GPCI Competency 5:
Knowledge of post-award grant management practices sufficient to inform effective grant design and development

Skill 1: Identify standard elements of compliance
Skill 2: Identify effective practices for key functions of grant management
Skill 3: Differentiate roles and responsibilities of project and management staff and other key personnel affiliated with grant projects
Skill 4: Identify methods of establishing transitions to post-award implementation that fulfill project applications (e.g., document transfer, accuracy in post-award fiscal and activity reporting)
Skill 5: Identify appropriate records retention for completed grant awards

Target Audience: Grant professionals, development professionals, executive directors, and anyone who wants to learn about effective and ethical grant management and how it can benefit the organizations they serve.

Level of Experience: Intermediate

Presented By:  Julie Assel, GPC, President/CEO Assel Grant Services

Length: 90 minutes

Julie Assel, GPC
President/CEO Assel Grant Services

Julie founded Assel Grant Services in 2007 and has over fifteen years of experience in grant writing, research, and management. She has written and reviewed numerous federal, foundation, corporation, and local grants focused on education, healthcare, STEM, mental health, substance abuse, homeless outreach, human services, and small business. She is a Grant Professional Association Approved Trainer, and currently serves as the President of the Grant Professionals Certification Institute’s board of directors. Julie has successfully secured over $144 million in grant funding over since 2003.