OasisLMS

Risk assessment is a critical responsibility for grant funders and is strongly linked to informed funding decisions, effective oversight, and successful grant outcomes. In this session, participants will explore the purpose and practical application of risk assessment in grantmaking and grants management. We will examine how risk assessment affects the full grants lifecycle—from pre-award decision-making and award issuance to the post-award environment.  Participants will review sample risk assessment formats and methodologies, and focus on on how risk assessment can strengthen—not strain—the funding relationship. Participants will learn strategies for using risk assessment results to inform monitoring plans, target technical assistance, support grantee capacity-building, and promote stronger programmatic and compliance outcomes for both funders and recipients.

Learning Objectives:

1. Understand the nature and purpose of grant risk assessment
   Define Risk Assessment. Explain its role in grants management and when in the grants lifecycle it should occur.
2. Identify common grant risk factors and methods for assessing risk
   Recognize key risk indicators.  Explore sample approaches and models for evaluating risk.  Recognize key indicators of organizational, financial, programmatic, and compliance risk, and review practical approaches for evaluating risk. Explore sample tools, models, questionnaires, and documentation methods used to assess grantee risk.
3. Apply risk assessment strategies to strengthen grantor–grantee relationships and outcomes
   Learn how to use risk assessment results to enhance partnership.  Explore approaches to support sucess of funders and grantees through information learned in risk assessment.  

Presented by Jerry Bertrand, CGMS, Public Impact Advisors

Jerry Bertrand Jerry Bertrand, CGMS, leads Public Impact Advisors, a federal grants management consulting and training firm.  Jerry’s background includes work in state government and the nonprofit sector, implementing and overseeing state/federal program funding.  Jerry’s areas of specialty include the Uniform Guidance (2 CFR 200); grants and financial management compliance, policies, procedures and systems; cost allowability; avoiding and recovering from audit challenges; and training in all of these areas.

Participants have the opportunity to earn 1 CPE credit | Field of Study: Specialized Knowledge
To be awarded the CPE credit, participants must respond to all three of the polling questions posed during the live program.

Prerequisites: N/A
Program Level: Overview
Advance Preparation: N/A
Delivery Method: Group Internet Based

Special Accommodations
Individuals with disabilities are encouraged to attend NGMA events. If you require a reasonable accommodation in order to participate in this event, please contact info@ngma.org at least three weeks prior to the event.

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For additional information or assistance with this event including cancellations, substitutions or other program concerns or information regarding administrative policies such as complaints, please contact info@ngma.org