Training Item

Grant Funding and Financial Management

no rank
Resource Type:On-Demand/Downloadable
Training Level:Introductory
Description

This workshop will be designed for anyone who is developing grants and grants budget.  It will be presented in lay person language so that you do not have to be an accountant to understand and learn how to more effectively develop a budget and manage financial tracking related to grants.

 

Learning Objectives:

 

·         Understand how to develop the grant budget

·         Identify how to connecting the grant financial request the project plan and outcomes

·         Learn to creating simple systems to track expenses related to a grant

·         Explore strategies for documenting overhead for funding requests

·         Engage the staff in the grants management process

·         Develop a grants calendars and reporting tracking system.

 

Participants will receive tips and tools to use for all the basics of managing grant finances that can be applied in any organization from small to large.

Recommended Use

Executive Directors, Program Directors, staff or volunteers managing grants and grant reporting.

Is Fee?No
Content Areas:
  • Management Development/Succession Planning
  • Operational Planning
  • Program Relevance and Integration - Growth and Replication
  • New Program Development - Funding Model
Provided By:
Jeannette Archer-Simons
Jeannette Archer-Simons, CFRE
phone: 717-635-8354
website:
Jeannette Archer-Simons, CFRE - Management and Fund Raising Consultant – is President of her own firm. She is an expert in organizational assessment, strategic alignment, fund raising strategy and nonprofit leadership.  She raised over 30 million dollars during her nonprofit career.  She has developed and implemented successful strategy to address fund raising, Board, transitional, and start up issues for numerous nonprofit organizations.  She is a Preferred Consultant for the Nonprofit Resource Network at Millersville University and for Third Sector New England.  

Over 17 years, she served as CEO of three large youth organizations.  During her tenure the organizations achieved significant growth in volunteer involvement, membership growth in diverse communities, and sustained funding growth across multiple funding streams.  In addition, she led organizational and staff development strategy to build strong boards and leadership teams that were recognized in each community served.  She launched her consulting practice and has provided strategic planning, fund raising and organizational development support to a variety of organizations ranging from the foundations, senior centers, crisis management, mental health and victim’s services organizations, education institutions, municipal agencies and emergency services organizations.  She has provided fund raising, communications/advocacy strategy and board development workshops for thousands of participants of organizations including; Leadership Harrisburg, the Nonprofit Resource Network, the Association for Fund Raising Professionals, University of Pittsburgh Child Welfare Training Program, the Association of Girl Scout Executive Staff and CASE.  In addition, she provides business planning and revenue generation strategies for small businesses.     

Prior to her nonprofit leadership, she has worked in the for-profit sector and has experience in financial and estate planning, insurance and in advertising and marketing. She has a Bachelors Degree in Economics from the University of Iowa and a Masters in Business Administration (MBA) from St. Ambrose University.  She is currently writing her dissertation for a PhD. in Higher Education and Leadership.  She is a Certified Fund Raising Executive (CFRE) and is a Certified Girl Scout CEO (CGCEO).  She also has certificates in Executive Education in Nonprofit Management from Case Western Reserve University, Mandel Center and has completed the Management Training Institute from Yale University and Conflict Resolution Training from Nova Southeastern University.   She also is a graduate of the Women’s Campaign School at Yale University.

She has served in numerous community leadership positions from Board Chair/President to various officer, board and committee positions.  Some of the executive leadership positions include the boards of Boys and Girls Club (Pennsylvania), Family Support Alliance (Pennsylvania), Junior League (Connecticut and Florida), Association of Fund Raising Professionals (Connecticut and Florida), Women’s Campaign School at Yale, Broward Women’s Alliance, United Way of Broward County (Florida) and the Capital Area (Connecticut), Family Central, and Mississippi Valley Girl Scout Council.  She also is an active leader with Red Cross, Pennsylvania Family Support Alliance, Leadership Harrisburg and various other leadership and community organizations.  She is a graduate and member of Leadership America, a national women’s executive leadership program.  She has been recognized with a Frances Hesselbein Scholarship award, as a Woman of Distinction by the March of Dimes and as a Woman of Note, by the New Haven Business Times.  She is also the recipient of the highest national awards in Girl Scouting, the Thanks Badge (1992) and the Thanks Badge II (2007).

She is also a national speaker and trainer, having presented at meetings such as the National Sheriff’s Association, the National Parole and Probation Officer’s Conference, Big Brother, Big Sister Conference, Association of Fund Raising Professional’s,  Association of Girl Scout Executive Staff.   She also is a contributing writer and trainer for Charity Channel a nonprofit web resource and a freelance writer for Patriot News.