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Maximising nonprofit funding with automated grant management

Maximising nonprofit funding with automated grant management

No Charge
Available
On Demand
All Locations
Charity
May
8
Thu
13:00
-
14:00 BST
Schedule Type Title: Weekdays
Schedule Description: Grow your funding with automated processes for expenditure, income tracking, and invoicing.
Sessions: 1
Session Hours: 1.00
Zoom Link: https://icaew.zoom.us/webinar/register/WN_9FX3KlO1TGGRpD7Vyyxk-A
CPD hours: 1 hour
Zoom

Description

Grow your funding with automated processes for expenditure, income tracking, and invoicing.

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  • Description
Date and time Location
Recorded on 08/05/2025 Zoom

Event information

Looking for innovative strategies for growing your nonprofit funding? Discover automated grant management and tracking in this webinar, which includes a short demo of Sage Intacct and how it automates processes for tracking expenditure and income, generating invoices for funders, and ensuring all small costs are accounted for. Learn how to create comprehensive reports and invoices at the end of each quarter, providing transparency and building trust with funders to increase future funding opportunities. Discover best practices in grant management and hear from Swoop's experts on securing various types of nonprofit funding.

Key benefits

Learn how to:

  • Streamline funding processes with automated grant management.
  • Generate detailed invoices and reports for funders, enhancing transparency.
  • Implement best practices in grant management systems.
  • Import timesheets and centralise payroll costs effectively.
  • Build trust with funders to secure future funding.
  • Leverage Swoop's expertise to qualify for various funding types.

About the speakers

Grant Gevers, Senior Solutions Consultant, Sage
Grant's role focuses on the Not-for-profit and Healthcare sectors in the UK and Ireland. He has a broad range of experience, starting in Customer Support for Sage Finance and CRM systems, then moving to User Training and Implementation Consulting. Here, he honed his skills in using technology to solve complex business problems. Grant now guides prospective customers through financial solutions for charities, using Sage Intacct for Nonprofits to help finance departments achieve efficiencies and improve productivity through tailored digital transformations.

Suzanne Davies, Director of Finance & ICT, Prison Advice and Care Trust (Pact)
Suzanne has considerable Finance and ICT experience in both the commercial and charitable environment. Suzanne trained as Chartered Accountant then specialised in Mergers & Acquisitions at Smith & Williamson. In 2011, Suzanne moved into the charitable sector working with literacy charities both in the UK and overseas. During her career, Suzanne has become a specialist in managing change, especially through updating technology and introducing more efficient processes. In addition, to working at Pact, Suzanne is a Board member of a group of Further Education Colleges.

Ciaran Burke, COO & Founder, Swoop
Swoop is a small business financing platform co-founded by Ciaran and Andrea Reynolds in 2018. It helps businesses secure finance across debt, equity, and grants, and make savings on everyday costs. Swoop has assisted over 250,000 SMEs globally, securing over £1.5bn in financing. The platform provides tailored financial solutions, enabling businesses to access the funds they need to grow and thrive. It won Deloitte's fastest-growing technology business award in 2023, and Ciaran was nominated for EY's Entrepreneur of the Year.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.

In partnership with

 

 

 

Sage Intacct, the top cloud-based financial solution for nonprofits, helps organisations save money, streamline operations, and enhance decision-making with real-time insights and advanced automation.

FAQs

Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

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