Technical Assistance Session

September 23: Recordkeeping Best Practices

  • September 23, 2026
  • 1 - 2:30 pm ET
  • Level: All 
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Course overview
 Strong recordkeeping is the backbone of grants compliance. This workshop outlines best practices for organizing, storing, and maintaining documentation.

  • 1.5 hour Live Virtual

What You’ll Learn

Objective:
  • Learn retention requirements, practical methods for efficient record retrieval, and why record keeping is important to continue.

 Why Attend:
  •  Simplify compliance, improve audit readiness, and protect your organization’s data integrity with a robust recordkeeping system.

What's included?

Live, Instructor-Led training

 1.5 hour session Includes interactive Q&A and workshop-style exercises

Materials

  • Downloadable tools, checklists, and real-world examples.
  • Certificate of Completion provided

Access

Live interaction during the scheduled sessions and then recording available for 1 year

Take your career and expertise to the
next level!

Meet Your Trainers

Rachel Werner

MPA, GPC, PMP

Rachel Werner is the the powerhouse behind RBW Strategy, a distinguished grants and fundraising consulting firm nestled in the heart of Washington, DC. As Owner and CEO, Rachel leads a team with an impressive 130 years of cumulative experience in grants and fundraising.

Together, they've orchestrated the successful raising of over $240 million and adeptly managed a staggering $2.5 billion in federal grant awards. Rachel herself boasts a Certificate in Grants Management, along with certifications as a Project Management Professional and a Certified Grants Professional.

Notably, she's also recognized as an Approved Trainer by the Grant Professionals Association. Rachel and her team are true trailblazers in the world of grants and fundraising consultancy.