Webinars

Our webinars come from your questions, your goals, and our partner check ins. Our liaisons have shared common topics across partners. In hopes of providing everyone with the same info, we've created webinars for you all! If there are topics below that you'd like us to discuss further, let us know at adminpartner@trailhead.institute.

Orientation to APP150

In this webinar we help you navigate APP150, our admin partner hub, that is host to a number of resources and opportunities for funding, capacity building, and training. This is also where you can find financial and contractual information for your project!

Contracts Flow

In this webinar we will cover key concepts and related definitions to contracts, an understanding of how Trailhead develops and oversees your contracts, as well as negotiation and developing contracts and agreements.

Contractor vs Employee

In this webinar we'll cover Local, State and Federal level guidelines on how to determine whether an individual is considered an employee or an independent contractor.

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Sub-Recipient vs Sub-Contractor

This webinar is in regard to receiving federal funds and the determination of whether the individual, group, or entity receiving the funds is a sub-recipient or sub-contractor.

Budgeting and Forecasting

In this webinar we will dive into what a budget is and why it's important, the components of a successful budget narrative, overall strategies, common mistakes to avoid when budgeting, and financial forecasting.

Grantwriting Training Slides.pdf

Grant Writing Strategies

In this webinar we will share some grant writing strategies and tips.

Grant Searching on Instrumentl

In this webinar we will how to best use our shared grant search platform, Instrumentl.

Impact Graph

Intro to Impact Graph

In this webinar, Impact Graph walks us through how their platform supports social entrepreneurs in managing their organizations more effectively. They demonstrate how to set up your account, manage transactions, and utilize features like bill pay and spend cards; highlight the importance of tracking funding sources and provide insights on generating real-time financial reports.

How to Code a Transaction

In this webinar, Impact Graph walks through the process of coding transactions, focusing on how to navigate to the transactions needing review. They demonstrate how to filter and view specific transactions, upload necessary documents, and tag them to the appropriate ledger accounts and funding sources. It's crucial to check with your fiscal sponsor regarding their expense policies, especially for required documentation. Please make sure to complete the coding for all transactions needing review.

How to Request a Card

In this webinar, Impact Graph walks you through the process of requesting a card on their platform. They demonstrate how to log in as an Organization Admin, select the user for whom you want to request a card, and choose between a physical or virtual card. Also highlighted is the importance of adhering to your fiscal sponsor's spending policies. Please make sure to check with your fiscal sponsor regarding any specific requirements before submitting your request.

How to Activate and View Card Info

In this webinar, Impact Graph walks you through how to activate your card, view your card info, and track the status of your physical card.

Add and Manage Funding Sources

In this webinar, Impact Graph walks you through how to add and manage funding sources. This webinar is Part 1. The next webinar continues with automation options.

Automate Grant Requirements, Payments & Reports

In this webinar, Impact Graph walks you through how to automate grant related compliance requirements, payments, and reporting.

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