Funding and Finances

Schools face unique financial reporting requirements and a constant need to ensure sufficient funding while balancing budgets. These sessions will help you understand how to bring in top-line dollars, set reasonable spending priorities, and keep track of all the numbers.

Funding and Finances

7 Items

per page
Set Descending Direction
  1. Master Excel: A Four-Part Series
    Quick View
    • Live Session
    • Series
    Master Excel: A Four-Part Series
    4 Sessions scheduled for 75 minutes including question and answer period. Tuesday, August 10 and Wednesday August 11, 2021; 11:30 AM and 1:00 PM Eastern

    Excel expert Miri Miller will walk through the basics of Excel and move into advanced Excel tools with hands-on examples and shortcuts. You will learn the powerful features of Excel.

    Series Includes

    • Excel Fundamentals
    • Next Steps with Excel
    • Intermediate Excel
    • Advanced Excel
    • Live Session
    • Series
    Master Excel: A Four-Part Series
    Tuesday, August 10 and Wednesday August 11, 2021; 11:30 AM and 1:00 PM Eastern
    Miri Miller
    $499.00
  2. Microsoft Excel® Data Analysis Series: From Fundamentals To Advanced
    Quick View
    • Series
    Microsoft Excel® Data Analysis Series: From Fundamentals To Advanced

    Data analyst and Excel master Miri Miller will guide you through these two fast-paced sessions. You will learn a massive amount in a short time and come away being able to apply these new skills to your spreadsheets immediately.

    What You'll Learn

    • Excel terms and navigation
    • Data organization through filtering and sorting
    • Transpose
    • Text functions and nest statements
    • Basic math functions
    • Advanced math functions
    • VLookup
    • XLookup
    • Advanced functions
    • PivotTables for large quantities of data
    • Visualizations and PivotCharts
  3. Fundraising Focus: Best Practices To Maximize Donations And Manage Grants
    Quick View
    • On-Demand
    Fundraising Focus: Best Practices To Maximize Donations And Manage Grants

    Annual giving expert Nky S. McGinnis and audit partner Rebecca Goldstein will reveal how to keep funding rolling in from individual donors and federal grants. You will learn the essential steps to take to steward these contributors and maintain compliance.

    What You'll Learn

    • Strategies to track first-time gifts
    • Donor acknowledgments and communications
    • Gift renewals
    • Reporting fundraising efforts
    • Effective grant management
    • Common pitfalls of grants
    • Internal controls throughout the grant lifecycle
    • Federal stimulus funding audit components
    • Financial reports to create and maintain for grant administration
    • On-Demand
    Fundraising Focus: Best Practices To Maximize Donations And Manage Grants
    Dr. Nkiruka (Nky) S. McGinnis and Rebecca Goldstein
    $149.00
  4. Free Money? Not So Fast: Keys To Grant Administration And Compliance
    Quick View
    • On-Demand
    Free Money? Not So Fast: Keys To Grant Administration And Compliance

    Audit partner Rebecca Goldstein will explain the steps schools must take to ensure grant compliance. You will learn how to implement internal controls and avoid common audit pitfalls.

    What You'll Learn

    • How should you manage grants effectively?
    • What common pitfalls come from these new funding streams?
    • What internal controls should you implement throughout the grant lifecycle?
    • What does an audit of federal stimulus funding entail?
    • What financial reports should you create and maintain?
  5. Big-Impact Improvements For Higher Education Websites
    Quick View
    • On-Demand
    Big-Impact Improvements For Higher Education Websites
    Webmaster and HR expert Jenni Stone will share practical tips to improve your college’s website in order to improve student experience.

    What You'll Learn

    • What are the top questions of students and parents?
    • What is the most effective way to present content on your site?
    • What do well-designed university websites look like? What are they doing right?
    • How can you avoid common usability pitfalls?
    • How can you create a cohesive brand without constraining creativity or identity among departments?
  6. COVID-19 and How Colleges Can Create New Sources of Revenue
    Quick View
    • On-Demand
    COVID-19 and How Colleges Can Create New Sources of Revenue
    Student-focused higher education expert Marie Cini will showcase ways to increase funding now and for the long-term.

    What You'll Learn

    • How is the COVID-19 crisis different from past recessions or enrollment drops?
    • How can you innovate through COVID-19?
    • What roles should equity and inclusion play?
    • Why is listening to stakeholders more important than ever?
    • What are the five big ways to increase funding in hard times?
  7. Higher Education Fundraising: Acquiring, Stewarding, And Retaining Donors During COVID-19
    Quick View
    • On-Demand
    Higher Education Fundraising: Acquiring, Stewarding, And Retaining Donors During COVID-19

    Annual giving expert Nky S. McGinnis will help you boost donor retention rates. You will learn how to maintain a robust donor pipeline.

    What You'll Learn

    • What are the best strategies to track first-time gifts?
    • What donor acknowledgments and communications should you send?
    • How can you ask for and receive gift renewals?
    • How should you report efforts to advancement/development colleagues?

7 Items

per page
Set Descending Direction