Strengthening Grant & Finance Collaboration in Nonprofits

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Description:

Strong collaboration between grant professionals and finance staff is critical for nonprofit success, but it’s not always easy. Misunderstandings about roles, confusing budget requirements, or last-minute reporting surprises can create unnecessary tension and mistakes. Without clear communication, your organization risks compliance issues, missed deadlines, and missed opportunities for stronger proposals.

In this webinar, Deborah Steinkopf and Anthony Petchel of the Nonprofit Financial Leadership Academy will walk you through practical strategies to strengthen grant–finance collaboration at every stage of the grant lifecycle.

You'll learn:
  • the distinct but overlapping roles of grant and finance staff;
  • where misalignments commonly occur—and how to prevent them;
  • key collaboration points before submission, after award, during reporting, and at closeout;
  • strategies for managing restricted vs. unrestricted funding, cost allocation, and indirect costs; and,
  • practical tools and communication tips to build trust and teamwork across departments.

You’ll leave ready to foster stronger, more productive relationships between grant and finance teams, ensuring your organization can deliver accurate budgets, compliant reports, and fundable proposals.

Who should attend:

This session is ideal for grant professionals, development staff, and nonprofit leaders who want to improve their working relationships with finance staff. Finance professionals who support grant-funded programs will also benefit from learning strategies to streamline collaboration and communication.

After the webinar, you’ll receive:
  • slides and handouts; and,
  • a link to the webinar recording.
Webinar CFRE

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

Date
Duration
90
Questions? Call
Webinar Policies

 

Can’t attend live and still want to watch the webinar?
Want to review the materials after the session?
You will receive an email with the full recording and any handouts within 10 business days after the webinar.

After you register, you will receive the following emails:

  • A sales receipt for your bookkeeping records
  • confirmation email from Zoom with the login credentials
  • Instructions for other attendees if you registered a group

If you do not receive these emails within 48 hours of registering, please email or call 1-877-784-7268.

GrantStation does not refund registration fees. Fees may be applied to any webinar scheduled within 30 days.

Presenter

Deborah Steinkopf and Anthony Petchel

Anthony and Deborah are the founders of the Nonprofit Financial Leadership Academy. Deborah is a seasoned grant professional with a strong track record in securing and managing grants from all levels of government as well as a wide variety of foundations and corporate giving programs. Since launching her consulting practice in 2016, Deborah has conducted grant audits and deepened the grants strategy of 60+ nonprofits. 

Anthony brings 25+ years of nonprofit and management expertise, specializing in strategic planning, fundraising, and communications. Prior to consulting, Anthony led fundraising teams at REACH Community Development, a NeighborWorks America member, and at OMSI, one of the nation's leading science museums. He helped both organizations raise multimillion dollar budgets from federal and state sources and foundation grants.    

Deborah and Anthony