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11:00-12:00 PM
Workshop Session III
Inside the Review Room: What Grantmakers Really Discuss
Morgan Clark, MS, Director Grants & Programs, Foundations Community Partnership
Patricia Stern Smallacombe, Ph.D., Board Member & Program Development & Education Committee Chair, FCP
This interactive session offers a behind-the-scenes look at the grant review process from two critical perspectives: foundation staff and board members. Participants will walk step-by-step through how proposals move from initial review to final decision, gaining insight into how each group evaluates alignment, assesses risk, and prioritizes funding.
Drawing on real-world experience, the workshop explores how staff conduct initial screenings, assess organizational capacity, and frame recommendations, while board members focus on big-picture impact, community benefit, and responsible stewardship of funds. Participants will gain a clearer understanding of how these perspectives intersect, and where strong proposals can gain or lose momentum.
Budgeting in a Crisis
Cindy Bergvall, CPA Bee, Bergvall & Co.
When funding dries up, a major donor walks away, or an economic downturn hits, nonprofits can't afford to improvise. This hands-on workshop equips financial and program leaders with the tools to build crisis-ready budgets — whether you're already navigating turbulence or building safeguards before the storm arrives.
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