Overview of Grants Management

Overview of Grants Management

Course Overview

TitleOverview of Grants Management
LevelBasic
PrerequisiteNone
Field of StudyFinance
TopicsBudgeting and Planning / Accounting and Financial Reporting
FormatGroup-Live Class
CPE16

Grants offer local governments opportunities to address community priorities that might otherwise go unmet, but they often come with significant challenges and risks that local governments need to be aware of. This course will walk through the grant lifecycle from pre-application to closeout and will provide the information you need to develop and implement policies and procedures to ensure your organization manages its grants effectively. We will also discuss strategies for identifying grants and provide guidance on the latest federal funding opportunities.

Learning Objectives

Those who successfully complete this seminar should be able to:

  • Understand the grant lifecycle, from pre-application to closeout
  • Differentiate between types of grants (e.g., private vs. federal vs. state, one-time vs. on-going, competitive vs. entitlement, expenditure-driven vs. purpose-restricted)
  • Understand requirements associated with federal grants
  • Identify the essential components of a grant policy
  • Identify effective pre-application procedures, including researching grant opportunities and developing a strong grant application
  • Understand the importance of cross-departmental collaboration in effective grants management
  • Understand how to budget for grants and how to track them in your financial system
  • Understand how to account for and report grants in the Annual Comprehensive Financial Report (ACFR)
  • Identify procedures for closing out a grant
  • Learn about the latest federal grant opportunities

Who Will Benefit

Local government employees involved with grants management.

Schedule and Sample Agenda

FormatAgendaCPEDay 1Day 2
Group LiveDownload (PDF)16 CPE8 Hours8 Hours

Course Instructors

This course is taught by experienced capital management practitioners and GFOA staff. Instructors will be familiar with GFOA best practices, are subject matter experts, and have experience as an analyst, finance director, budget director, CFO, or CEO of various size local governments.

Past instructors have included Emily Brock, Todd Buikema, Michele Mark Levine, and Katie Ludwig.

Upcoming Overview of Grants Management Events

2025 Overview of Grants Management Attendee

"Conveyed weighty, very detailed and a bit technical information in a way that was very engaging, light-hearted and dare I say ... fun."

2025 Overview of Grants Management Attendee

"Thorough explanations of all aspects of grant management. I thought it was a great training!"

2025 Overview of Grants Management Attendee

"The information presented on policy was very helpful as well as the resources provided."

2025 Overview of Grants Management Attendee

"Subject matter was relevant, presenters were well-versed and engaging, and length of training was perfect (for an overview)."