Automating Grants Management & Accounting – Best Practices for the Complete Grants Management Lifecycle
By: Rich Uphus
ONLINE CLASS [1:01:00] – This course provides an overview of the general grant lifecycle, typical for federal, state, and foundation-related grants. It will focus on the different cost allocation methods that can be used to charge donors for reimbursements. Passthrough grants or sub-awards to grantees will be reviewed. Throughout the session, automating processes will be an underlying theme. The goal is to highlight where manual procedures can be automated to save time and reduce errors. Finally, the session will identify key features to look for when evaluating a grants management solution.
How Indianapolis MPO Automated Grants Management and Expense Control in NetSuite
By: Rich Uphus
WEBINAR [33:00] – Grants Accounting and Management isn’t easy. Tracking indirect costs and matching grant revenue is labor intensive. Enforcing donor terms and conditions is time-consuming. Reporting is never-ending and it can be hard to get the timely visibility you need. And meeting regulatory requirements can be overwhelming. But it doesn’t have to be this way.
This webinar showcases how Indianapolis Metropolitan Planning Organization (MPO) – who plans for and distributes federal transportation funds for highways, transit, bikeways, trails, and sidewalks to move people and goods in Central Indiana – automated Grants Accounting and Management seamlessly with NetSuite to transform their organization.
Budgeting Best Practices – Begin to End
By: Rich Uphus
ONLINE CLASS [51:00] – This course will review the best practices for establishing corporate wide budgets, forecasting, controlling and monitoring budgets in today’s business environment. We also review budgeting products with a focus on the NetSuite ERP system. An overview of the budgeting process will drive the topics from the initial creation of budgets to successful execution of the budget. Regardless of whether you are a NetSuite user or not, you will find this class presentation useful.
How Kessler Foundation Automated Grants Accounting and Management in NetSuite
By: Rich Uphus
WEBINAR [33:00] – Imagine if grants accounting and management were easy, fast, and efficient. There are many complex issues: tracking indirect costs and matching grant revenue is labor-intensive. enforcing donor terms and conditions is time-consuming, reporting is never-ending, it can be hard to get the timely visibility you need, and meeting regulatory requirements can be overwhelming.
Our industry experts showcase Kessler Foundation – a leading non-profit – who automated Grants Accounting and Management, essentially their entire grants lifecycle, seamlessly with NetSuite to transform their organization. Find out how they did it.
How CLIP Eliminated Budget Overruns and Took Control of its Spending
By: Rich Uphus
WEBINAR [28:00] – Businesses are watching their spending more closely these days. But it is hard to keep expenses in check when you rely on spreadsheets to track budgets and spending. Things are even harder for fast-growing companies. One tech company learned this firsthand when the number of purchase orders it received increased five-fold (5x) in a matter of months.
In this webinar, our industry experts showcase how NetSuite user and leading financial services technology firm CLIP was able to take control of its budgets and spending and better allocate its resources by deploying an automated budgetary control solution.
How to Choose the Right Financial Planning and Control Solution for NetSuite
By: Mark Brousseau
WEBINAR [26:00] – When it comes to spend management, few things move the needle like an automated budgetary control solution for NetSuite. The technology checks budget availability prior to vendor obligation, delivers visibility into potential actuals in the procurement pipeline, and offers complete budgetary control and visibility across the corporate enterprise.
While the benefits of an automated budgetary control solution for NetSuite are clear, many finance professionals are unclear on how to choose the right solution. Watch this webinar and learn strategies for ensuring you choose the right one.
How to Build a Winning Business Case for an Automated Budgetary Control Solution for NetSuite
By: Mark Brousseau
WEBINAR [30:00] – Reducing costs is a natural response to tough economic times. But that is easier said than done for most NetSuite customers. The root of the problem is that NetSuite customers do not have the budgetary control and visibility they need. The stakes are too high to let this go unchecked. Watchr this educational webinar and learn how budgetary control solutions help NetSuite customers manage spending tightly and take control of their budgets.
The Missing Step
Controlling Project Spend in Real-time
Controlling Project Spend in Real-time
By: Rich Uphus
WEBINAR [12:00] – A discussion with an industry expert, Guy Munte, Manager of Technical Consulting with PricewaterhouseCoopers (PwC) who speaks about navigating the digital transformation of project-based businesses and today’s technology-driven budgetary controls. Guy shares insights for — Automating budget spend decision-making, Improving purchase order governance, Implementing technology to protect against overspend, Reducing human error and improving data quality, and Maintaining project profitability through consistent enforcement of project costs
