Reframing Your Financial Vetting and Assessment Processes

This is the third session of the Assessing Financial Health Virtual Training Series.

Participants will consider how they might strengthen or adapt their financial review processes in order to support grantee financial resilience in the long-term. They will also explore how to advocate for reevaluating their organizations' indirect cost policies as well as how to structure grants to more effectively support the ability of their grantees to sustainably achieve their missions over the long term. We will incorporate PEAK's collection of Steward Responsively resources to support participants in reframing and recalibrating their approaches. Participants will develop the following skills upon completing this session:

• Identify opportunities to refine their financial review processes
• Prepare for conversations to advocate for supporting grantees' financial resilience
• Gain awareness of tools they can use in their financial review process

Date and Time:

November 7, 2024

2:00 pm – 4:00 pm Eastern Time

Event Pricing and Access:

• Organization Members: $75 per session
• Consultant Members: $75 per session
• Individual Members: $150 per session
• Nonmembers: $150 per session

Participants can register for multiple sessions in the Assessing Financial Health Virtual Training Series. Please register for each session individually. Please note that sessions in this learning series will not be recorded. If you register for a session, plan to attend live.