Nonprofit organizations rely heavily on grants to fund their missions, but managing and reporting these funds is often complex. Each grant comes with its own requirements for tracking income, recording expenses, and reporting back to funders. Manual processes or outdated systems often create inefficiencies that lead to compliance risks or missed opportunities.
NetSuite’s SuiteSuccess Social Impact configuration offers nonprofits a powerful tool to streamline grant management and simplify reporting. To help nonprofit teams harness these capabilities, Oracle NetSuite is hosting a Social Impact Workshop: Grant Management for Nonprofits on Tuesday, September 23, 2025, from 2:00–3:00 p.m. CDT, followed by a Follow Up Workshop on Tuesday, September 30, 2025, from 2:00–3:00 p.m. CDT.
This interactive session will focus on leading practices for entering revenue and expenses tied to grants, configuring NetSuite for nonprofit needs, and understanding how transactions tie into reporting.
Grant funding is the lifeblood of many nonprofits, but managing it effectively requires accuracy and transparency.
1- Compliance with funder requirements: Each grant has unique guidelines, making consistent reporting critical.
2- Transparency for stakeholders: Donors, boards, and auditors expect clear, accurate financial records.
3- Resource efficiency: Automating income and expense tracking reduces manual work for finance teams.
4- Mission alignment: Proper tracking ensures funds are used appropriately to maximize impact.
By improving grant management practices, nonprofits can strengthen trust, attract new funding, and increase overall effectiveness.
What You Will Learn in the Workshop
This hands-on session will help participants understand the practical steps to manage grants within NetSuite.
1- Tracking income transactions: Learn how to correctly record grant revenue to align with restrictions.
2- Expense allocation: See how to capture and report expenses tied to specific funding sources.
3- Release from restriction process: Understand how NetSuite manages restrictions when conditions are met.
4- Reporting integration: Explore how income and expense entries flow seamlessly into financial reports.
These insights will ensure nonprofit finance teams can manage grants with confidence and clarity.
Leading Practices for NetSuite Grant Management
The workshop will also cover best practices that nonprofits can implement right away using SuiteSuccess Social Impact.
1- Configuring SuiteSuccess for grants: Optimize your setup to reflect unique nonprofit funding needs.
2- Data entry consistency: Adopt practices that ensure accurate and reliable grant records.
3- Automating reporting: Use NetSuite’s reporting tools to reduce manual work and speed up compliance.
4- Aligning with funder requirements: Ensure system outputs meet diverse reporting obligations.
These practices help nonprofits streamline their processes while ensuring compliance and transparency.
Why NetSuite Over Microsoft for Nonprofits
A key part of the discussion will compare NetSuite with alternatives like Microsoft for grant management.
1- Nonprofit-specific configuration: SuiteSuccess Social Impact is built specifically for nonprofits, unlike generic ERP tools.
2- Integrated processes: NetSuite unifies financials, donor management, and compliance in one system.
3- Scalable for growth: As nonprofits expand, NetSuite supports additional grants, programs, and geographies.
4- Proven track record: Thousands of nonprofits worldwide trust NetSuite to manage mission-critical operations.
For organizations evaluating solutions, this workshop highlights why NetSuite stands out as the platform of choice.
Interaction and Peer Learning Opportunities
Unlike pre-recorded webinars, this session will be fully interactive, giving nonprofits the chance to learn directly from experts and peers.
1- Engage with NetSuite experts: Ask questions and clarify grant management challenges in real time.
2- Learn from peers: Hear how other nonprofits track and report grants effectively.
3- Tailored discussions: Gain insights relevant to your organization’s funding models.
4- Actionable takeaways: Leave with practical steps that can be implemented immediately.
Since these workshops are not recorded due to customer interaction, attending live is the only way to benefit fully.
Who Can Attend
The workshop is open to nonprofit NetSuite customers that meet specific eligibility criteria.
1- Primary purpose: Organizations must have a non-religious and non-political mission.
2- Commitment to inclusion: Eligible nonprofits cannot discriminate based on race, religion, gender, or other protected categories.
3- Non-government entities: Government agencies and public higher education institutions are not eligible.
4- Mission-focused organizations: The workshop is designed for nonprofits committed to social impact.
This ensures that the session focuses on the needs of mission-driven organizations working for the greater good.
Featured Speaker: Steve Heye
The session will be led by Steve Heye, Social Impact Business Process Director at Oracle NetSuite. Steve brings years of experience in helping nonprofits adopt technology to improve efficiency and mission delivery. His expertise lies in simplifying complex financial processes and ensuring organizations get maximum value from NetSuite’s Social Impact program.
Participants will benefit from his deep understanding of nonprofit challenges and his practical, hands-on approach to solving them.
Why You Should Register
This workshop offers a rare opportunity for nonprofit leaders and finance professionals to gain direct, actionable knowledge.
1- Hands-on learning: See exactly how to manage income and expenses tied to grants in NetSuite.
2- Expert insights: Learn from one of Oracle NetSuite’s leading nonprofit experts.
3- Peer collaboration: Exchange experiences with other nonprofit finance professionals.
4- Follow-up opportunity: Reinforce your knowledge during the September 30, 2025 follow-up workshop.
For nonprofits looking to maximize the impact of their grant funding, this workshop is a must-attend event.
Conclusion
Grant management is both an opportunity and a challenge for nonprofits. Done well, it ensures compliance, builds donor trust, and strengthens mission impact. Done poorly, it risks compliance issues and lost funding. The Social Impact Workshop: Grant Management for Nonprofits, scheduled for September 23, 2025, with a follow-up session on September 30, 2025, provides the tools, strategies, and insights nonprofits need to succeed.
By focusing on practical aspects of income and expense tracking, leveraging SuiteSuccess Social Impact, and connecting with nonprofit peers, this workshop equips organizations to manage grants effectively. With Steve Heye leading the discussion, participants will leave with actionable steps to optimize their processes and maximize the value of NetSuite.
Do not miss this opportunity to learn, interact, and prepare your nonprofit for stronger financial management and greater mission success.
