Farewell Excel! Achieve Compliance Through Workflow Automation

In the fifth episode of the grants management podcast series, we focus on grants compliance and the benefit of using automation for tracking and reporting.

Host Kimberly Konczak, an Advisory Manager at Cherry Bekaert, is joined by Kat Kizior, Manager, and special guest Emily Naufel, Director of Customer Success at AmpliFund. Together, they discuss the benefits of automation and tips for organizations interested in making the switch. As part of Cherry Bekaert’s GPS podcast series, this episode covers:

  • Benefits of making the switch from spreadsheets to automation
  • How organizations are handling a large influx of grant funding
  • Ways organizations are staying compliant without using workflow automation
  • How AmpliFund can help entities struggling with grant tracking, reporting and compliance
  • Ways workflow automation is more effective than spreadsheet in ensuring accurate, timely reporting
  • How an entity decides the best workflow solution for its needs

Cherry Bekaert’s Grant Lifecycle Management team manages grants end-to-end, bridging the service gap to improve internal controls and staff success to help your organization maximize every opportunity. If you have any questions specific to your business needs, Cherry Bekaert’s Government & Public Sector team is available to discuss your situation with you.

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Denise Lippuner

Government & Public Sector Advisory Services

Partner, Cherry Bekaert Advisory LLC

Past Episodes

Podcast

December 4, 2024

24:45

Speakers: Kathleen Kizior, Kimberly Konczak

Stay compliant during staffing transitions in grants management with tips on workload distribution, internal controls improvement, and staffing strategies.

Podcast

November 11, 2024

20:43

Speakers: Sarah McGregor, Brooks E. Nelson, Mark Giallonardo

Learn how to claim disaster losses and defer casualty gains under IRS rules. Explore relief measures for individuals and businesses affected by disasters.

Podcast

October 10, 2024

26:56

Understand FEMA's disaster recovery process, including how funding flows, eligibility requirements, and navigating the Public Assistance Program.