For many nonprofits, a grant is the main fiber that supports the organization’s mission, initiatives, and is an integral funding stream. When grants are mismanaged, it can lead to fewer future awards and negatively impact the organization’s bottom line.

In this session, our presenters will review some of the common challenges with grant management and discuss how they have helped nonprofits navigate the process from soup to nuts. They will also review how nonprofits use cloud-based ERP solutions, like Sage Intacct, to manage their grants.


Buu-Linh Tran, Director – Financial Solutions Architect, Marcum Technology
Rachel Werner, RBW Strategy, LLC


Program Description Strategies to Eliminate Pain Points in Your Grant Management Processes
Important Notice Regarding CPE:
Learning Objectives In this session, participants will:

  • Review common challenges many nonprofit organizations face post-award
  • Review a popular cloud-based solution for grant management
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Hour
Recommended Field of Study Computer Software & Applications
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.