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Lucy M. Morgan CPA

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Grant Talks PodcastGrant Talks PodcastMore Burnout in the Grant Profession with Johna Rodgers, GPC, Bethany Planton, GPC, and Trish Bachman, GPC and Lucy Morgan, CPAIn this Episode of GrantTalks, Lucy continues discussing burnout in the grants profession Johna Rodgers, GPC, Bethany Planton, GPC, and Trish Bachman, GPC. Feel more confident about the future of grants. Be sure to subscribe to the show!2021-03-2433 minGrant Talks PodcastGrant Talks PodcastBurnout in the Grant Profession with Johna Rodgers, GPC, Bethany Planton, GPC, and Trish Bachman, GPC and Lucy Morgan, CPAIn this Episode of GrantTalks, Lucy discusses burnout in the grants profession Johna Rodgers, GPC, Bethany Planton, GPC, and Trish Bachman, GPC. Feel more confident about the future of grants. Be sure to subscribe to the show!2021-03-1733 minGrant Talks PodcastGrant Talks PodcastMore Grant Writing Success Tips with Diane H. Leonard and Lucy Morgan, CPAIn this Episode of GrantTalks, Lucy continues discussing success tips for grant writing with Diane H. Leonard, GPC of DH Leonard Consulting & Grant Writing Services. Feel more confident about the future of grants. Be sure to subscribe to the show!2021-02-1736 minGrant Talks PodcastGrant Talks PodcastGrant Writing Success Tips with Diane H. Leonard and Lucy Morgan, CPAIn this Episode of GrantTalks, sponsored by MyFedTrainer.com, Lucy discusses success tips for grant writing with Diane H. Leonard, GPC of DH Leonard Consulting & Grant Writing Services. Feel more confident about the future of grants. Be sure to subscribe to the show!2021-02-1038 minGrant Talks PodcastGrant Talks PodcastUsing Scrum for Grant Team Velocity and Happiness with Diane Leonard and Lucy Morgan CPA### Quick Episode Summary Grant Talks Podcast [#028] *Intro ***.42*** * Fire Away Questions with Diane Leonard and Lucy Morgan CPA***1:31*** * Building a Framework for Grant Team Happiness and Velocity ***3:33*** * The Benefits of Scrum in the Grant Profession ***6:34*** * How to Overcome Resistance to Change ***8:51*** * How to Get Started with Scrum ***11:30*** * The Innovation Mindset to Incremental Change ***14:33*** * Common Misconceptions to Implementing Scrum ***16:00*** * Real-World Examples: Scrum in Action ***20:19*** * The Last Word with Diane Leonard and Lucy Morgan ***23:00*** *Outro Audio GrantTalks Podcast with Lucy...2020-05-2024 minGrant Talks PodcastGrant Talks PodcastIncreasing Grant Team Velocity and Happiness with Diane Leonard and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#027] *Intro ***.42*** * Fire Away Questions with Diane Leonard and Lucy Morgan CPA***1:34*** * How to Build Grant Team Happiness and Velocity ***3:27*** * The Intersection of Scrum and Grant Consulting***5:19*** * The Benefits of Velocity to Grant Recipients and Grant Makers***7:08*** * Building Capacity with Innovation ***8:35*** * Doing More with Less-Why Velocity Matters ***11:06*** * Changing Expectations: Velocity is More Than Working Faster***13:12*** * Transforming Innovation into a Service Context ***15:29*** * Speedbumps on the Road to Team Happiness and Velocity***17:04***2020-05-1323 minGrant Talks PodcastGrant Talks PodcastMore Grant Logic Models with Julie Assel and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#026] *Intro ***.42*** * Fire Away Questions with Julie Assel and Lucy Morgan CPA***1:30*** * Getting Started with Logic Models***3:20*** * The Kellogg Foundation Logic Model***5:21*** * Engaging Others in the Logic Model Process***6:32*** * How to Implement a Logic Model***8:41*** * Best Practices: Implementation Timeframes for Logic Models***10:51*** * Common Misconceptions About Logic Models***12:38*** * Spotlight: Real-life Results With Logic Models***16:32*** * The Last Word with Julie Assel and Lucy Morgan CPA ***18:46*** *Outro Audio GrantTalks Podcast with...2020-04-1520 minGrant Talks PodcastGrant Talks PodcastGrant Logic Models with Julie Assel and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#025] *Intro ***.42*** * Fire Away Questions with Julie Assel and Lucy Morgan CPA***1:49*** * The Untapped Power of Logic Models***2:36*** * The Benefits of Logic Models in the Grant LIfecycle***4:04*** * Key Components of Logic Models***5:56*** * Picking the Right Type of Logic Model***8:29*** * Best Practices: Logic Models and Course Corrections***12:08*** * Using Logic Models to Highlight ROI***13:18*** * Spotlight: Mistakes in Grant Logic***14:31*** * Lessons Learned: Harnessing the Potential of Logic***15:50*** * The Last Word with...2020-04-0818 minGrant Talks PodcastGrant Talks PodcastMore Big Topics in Philanthropy with Rachel Werner and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#024] *Intro ***.42*** * Fire Away Questions with Rachel Werner and Lucy Morgan CPA***1:23*** * How to Stay Current on Philanthropy Trends***3:43*** *Trends in the Public Sector-Open Data is Coming to Grants***5:25*** * Resources for Tracking Trends***6:09*** * Accelerating Change: Social Media and Social Issues***9:47*** * Best Practices: Public Expectations and Change Management***11:45*** * Top Challenges in Philanthropy***12:56*** * Lessons Learned: Collaboration Matters***15:18*** * Spotlight on Mission - Better Storytelling***16:55*** * The Last Word with Rachel Werner and...2020-03-1719 minGrant Talks PodcastGrant Talks PodcastBig Topics in Philanthropy with Rachel Werner and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#023] *Intro ***.40*** * Fire Away Questions with Rachel Werner and Lucy Morgan CPA***1:28*** * How Grants Intersect with the Big Social Issues of Today ***3:55*** * How to Lead “Prickly” Conversations for Community Solutions ***5:09*** * Best Practices: Building Collaboration for Better Solutions ***6:25*** * Getting Started Questions for Working with Diverse Perspectives ***7:27*** * Funding Trends: What’s Coming for Grant Professionals? ***9:34*** * Changing Expectations: Leading in Times of Funding Uncertainty ***11:31*** * Two Trends for Federal Grants***14:47*** * Mindful Money: Creating Scalable Soluti...2020-03-1020 minGrant Talks PodcastGrant Talks PodcastMore Grant Networking Tips with Mike Chamberlain from the Grant Professional Association and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#022] *Intro ***.42*** * Fire Away Questions with Mike Chamberlain and Lucy Morgan CPA***1:26*** * Benefits of Grant Professional Certified (GPC) ***2:55*** * Tips for Professional Development-Recognition as a Grant Professional ***4:27*** * Best Practices: How to Measure Grant Professional Competencies ***6:46*** * Getting Started: The Process for GPC Certification ***9:07*** * Setting Expectations: Investing in GPC Credential ***11:10*** * Tips for Successful Grant Professional Certification ***13:18*** Benefits of Professional Development: Improved Organizational Reputation ***15:03*** * The Last Word with Mike Chamberlain and Lucy Morgan CPA ***17:53***2020-02-1819 minGrant Talks PodcastGrant Talks PodcastGrant Networking Tips with Mike Chamberlain from the Grant Professional Association and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#021] *Intro ***.42*** * Fire Away Questions with Mike Chamberlain and Lucy Morgan CPA***1:26*** * Benefits of Membership: Connecting Grant Recipients***4:05*** * Tips for Networking with Grant Professionals***6:19*** * Challenges of Grant Professional Development***7:41*** * Best Practices: How to Stay Up-to-Date with Grant Changes***10:45*** * More Solutions for Communities = More Opportunities for Grant Professionals***12:55*** * Common Grant Misconceptions: Setting Expectations***14:30*** * Grant Writing and Management Trends: Embracing the Constant of Change***16:37*** * The Last Word with Mike Chamberlain and Lucy...2020-02-1119 minGrant Talks PodcastGrant Talks PodcastMore Grant Technology Trends with Liz Marenakos from Blackbaud and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#020] *Intro ***.43*** * Fire Away Questions with Liz Marenakos and Lucy Morgan CPA***1:36*** * Survival Tips for the Rapid Pace of Technology***4:08*** * Trends in Performance Reporting-Accountability to Solve Problems***6:43*** * Best Practices: Upgrading Your Grants Management Software***8:31*** * Innovation in Grant Reporting: Set a Vision and Embrace Flexibility***11:46*** * Technology Trends: Setting Expectations for Software Implementation***12:49*** * Technology and Grant Management: Better Tools Build Better Outcomes ***17:11*** * Top Trends for Better Grant Management in the Future***18:32*** * The...2020-01-2123 minGrant Talks PodcastGrant Talks PodcastTechnology Trends for Grants with Liz Marenakos from Blackbaud and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#019] *Intro ***.41*** * Fire Away Questions with Liz Marenakos and Lucy Morgan CPA***1:40*** * Trends for Technology and Automation in Fundraising and Grants***3:40*** * Trends in Grant and Technology-Powering the Social Good Community***4:49*** * Best Practices: The Role of Technology in Effective and Efficient Grant Management***7:37*** * Cloud Computing and Automation: The Evolution of Accounting in the Social Good Sector***8:16*** * Federal Grant and Technology Trends: The World of Open Data and the DATA Act***10:54*** * Technology and Grant Management: Tools...2020-01-1521 minGrant Talks PodcastGrant Talks PodcastMore Tackling Grant Compliance with Alexandra Rosenblatt and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#018] *Intro ***.41*** * Fire Away Questions with Alexandra Rosenblatt and Lucy Morgan CPA***1:23*** * Tips for Staying in Compliance with Grants***2:23*** * Best Practices: The Role of an Attorney in Improving Grant Management***3:43*** * Transparency and Accountability: The Role of the OIG in Federal Grants***5:27*** * Grant Surprises: The Role of an Attorney in Fighting Unfair Decisions***7:47*** * Grant Management: The Hidden Requirements in Your Award Terms and Conditions***9:58*** * Grant Best Practices: Balancing Compliance and Risks***16:24*** * The Last...2019-12-1719 minGrant Talks PodcastGrant Talks PodcastTackling Grant Compliance with Alexandra Rosenblatt and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#017] *Intro ***.41*** * Fire Away Questions with Alexandra Rosenblatt and Lucy Morgan CPA***1:21*** * The Need for Legal Services with a Focus on Grants***4:35*** * Grant Best Practices: Building Relationships for Success***7:07*** * How Head Start Grants Transform Children-Supporting Compliance***9:36*** * Grant Documentation and Compliance- A Holistic Approach***15:09*** * Grant Surprises: More Compliance, Bigger Stakes***18:21*** * The Last Word with Alexandra Rosenblatt and Lucy Morgan CPA***20:04*** *Outro Audio GrantTalks Podcast with Lucy M. Morgan CPA ***21:13*** Be sure...2019-12-1121 minGrant Talks PodcastGrant Talks PodcastMore Grant Challenges with Rochelle McLaurin, MBA, Kimberly Morones and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#016] *Intro ***.41*** * Fire Away Questions Rochelle McLaurin, Kimberly Morones and Lucy Morgan CPA ***00:53*** * The Grant Obstacle Course: Case Studies***5:25*** * Tips for Improving Communication-Grant Case Studies***6:21*** * Building Cross-Functional Communication-Grant Management ***7:51*** * Challenges of Communication with Diverse Stakeholders***8:48*** * The Last Word with Rochelle McLaurin and Kimberly Morones and Lucy Morgan CPA***12:55*** *Outro Audio GrantTalks Podcast with Lucy Morgan M. Morgan CPA ***15:04*** Be sure to subscribe to the show!2019-11-2015 minGrant Talks PodcastGrant Talks PodcastDiscussion of Grant Challenges with Rochelle McLaurin, MBA, Kimberly Morones and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#015] *Intro ***.41*** * Fire Away Questions Rochelle McLaurin, Kimberly Morones, and Lucy Morgan CPA ***1:02*** * Grant Funded Challenges: Why Managing Grants Is Like an Obstacle Course***5:14*** * Grant Funded Challenges: Tips for Post-Award Grant Management***7:44*** * Grant Funded Challenges: Improving Communication in the Grant Lifecycle ***9:11*** * The Last Word with Rochelle McLaurin and Kimberly Morones and Lucy Morgan CPA***13:42*** *Outro Audio GrantTalks Podcast with Lucy Morgan M. Morgan CPA ***16:58*** Be sure to subscribe to the show!2019-11-1317 minGrant Talks PodcastGrant Talks PodcastMore Developing Grant Policies with Patrick Ballinger and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#013] *Intro ***.41*** * Fire Away Questions Patrick Ballinger and Lucy Morgan CPA ***1:22*** * The Risks of Not Following the Grant Rules***2:47*** * The Role of Organizational Culture in Change Management ***4:00*** * Lessons Learned: Mitigating Risk with Multiple Stakeholders ***4:43*** * Overcoming Discouragement in Project Management ***5:58*** * The Differences Between Leading Change and Managing Change **6:59*** * Procurement: Critical Partners in Developing Policies **8:20*** * Best Takeaways for Improving Grant Policies and Procedures***9:26*** * The Last Word with Patrick Ballinger and Lucy Morgan...2019-10-1412 minGrant Talks PodcastGrant Talks PodcastThe Odyssey-Developing Grant Policies with Patrick Ballinger and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#012] *Intro ***.41*** * Fire Away Questions Patrick Ballinger and Lucy Morgan CPA ***1:25*** * Real-World Challenges of Centralized Grant Management***3:05*** * Strategies for Overcoming Resistance to Change ***4:29*** * Creating Better Grant Guides and Policies-Where to Start***5:15*** * What Greek Mythology Can Teach Us About Policy Development ***5:51*** * Why Storytelling Matters to Change Management ***6:51*** * 2 Biggest Surprises in Developing Grant Policy and Guidance **9:24*** * The Last Word with Patrick Ballinger and Lucy Morgan CPA***11:08*** *Outro Audio GrantTalks Podcast with Lucy...2019-10-0613 minGrant Talks PodcastGrant Talks PodcastMore Grant Tech Trends with Adam Roth and Jillian Neimeister from StreamLink Software and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#010] *Intro ***.41*** * Fire Away Questions Adam Roth and Jillian Neimeister and Lucy Morgan CPA ***1:39*** * Puerto Rico and Illinois Case-Studies: Technology Implementation***5:54*** * Survival Tips for Grants Management-Changing Technology ***7:32*** * What Open Data Means to Your Organization***9:40*** * 5 Phase Blueprint for Technology Implementation ***13:23*** * Phase One: Initiation for Grant Technology Management ***14:44*** * Phase Two: Planning for Realistic Expectations **15:04*** * Phase Three: Analysis Discovers What’s Really Going On **15:32*** * Phase Four: Rinse and Repeat Cycle-Analysis, Configuration and Testing ***16:21***...2019-09-1832 minGrant Talks PodcastGrant Talks PodcastGrant Technology Trends with Adam Roth and Jillian Neimeister from StreamLink Software and Lucy Morgan CPA### Quick Episode Summary Grant Talks Podcast [#009] *Intro ***.41*** * Fire Away Questions Adam Roth and Jillian Neimeister and Lucy Morgan CPA ***2:00*** * Live from the NGMA Conference – The Latest on the DATA Act***4:28*** * How the DATA Act will affect Federal Grant Recipients ***5:52*** * How Technology and Automation are Changing Grants Management***7:18*** * Grant Technology from Drones, to Datasets to Blockchain***8:49*** * Benefits of AI (Artificial Intelligence) on Grant Management ***11:31*** * Real-World Grant Software Implementation Case Study ***15:19*** * How Improved Grant Technology Solves Real-World Problems ***17:52*** * Dealing with Disasters...2019-09-1130 minGrant Talks PodcastGrant Talks PodcastEpisode Lineup and Deep Dive on Leading Change at Grant-Funded Organizations - with Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#008] *Intro ***.43*** * Review of Episodes #006 and #007 with Johna Rodgers GPC ***:45*** * Getting Started-What to Expect with Change Management? ***04:56*** * The Three Stages for Processing Change ***06:06*** * Tip #1: Describe the Journey ***9:27*** * Tip #2: Reduce Uncertainty ***12:06*** * Tip #3: Communicate the Purpose ***14:50*** * Tip #4: Provide an Outlet ***17:58*** * Tip #5: Normalize the Pain ***20:18*** * Tip #6: Make the Future Real ***24:28*** * Tip #7: Celebrate Integration ***27:20*** * Change Management Meet Grant Management Trends ***28:51*** * Grant Talks Line-up Episodes #009 and #010 with Adam Roth...2019-08-3039 minGrant Talks PodcastGrant Talks PodcastLessons Learned When Your Boss is Going to Hell or Jail - with Johna Rodgers GPC and Lucy Morgan CPAEpisode Summary: ### Quick Episode Summary Grant Talks Podcast [#007] *Intro ***.41*** * Fire Away Questions Johna Rodgers GPC and Lucy Morgan CPA ***1:15*** *How College Prepares You for a Grant Career***5:41*** * Live from the NGMA Conference – Strategies When “My Boss is Going to Hell or Jail” ***8:05*** * Tips for Dealing with Difficult Grant Situations at Work***10:24*** * Tips for Working with Difficult People in the Grant Lifecycle ***15:28*** * Insights into What You Can Control About Grant Management (Really)***18:05*** * Lessons Learned: How to Build a More Integrated Grants Team***21:54*** ...2019-08-1431 minGrant Talks PodcastGrant Talks PodcastSurvival Tips When Your Boss is Going to Hell or Jail - with Johna Rodgers GPC and Lucy Morgan CPA### Quick Episode Summary Grant Talks Podcast [#006] *Intro ***.41*** * Fire Away Questions Johna Rodgers GPC and Lucy Morgan CPA ***1:30*** * Live from the NGMA Conference – Survival Tips-My Boss is Going to Hell or Jail***5:41*** * Characteristics of Great Bosses When Working with Grants ***7:49*** * How “More” Gets Grant Managers (and Bosses) Into Trouble with Funders***9:57*** * Insights into Building a Culture of Greatness for Grant and Non-Grant Staff***13:05*** * What to Do When You Think Your Boss is Going to Hell or Jail***17:48*** * Uncomfortable Conversations with Bosses from a Grant Profes...2019-08-0625 minGrant Talks PodcastGrant Talks PodcastEpisode Lineup and Deep Dive into Corrective Action Plans - with Lucy Morgan CPA### Quick Episode Summary Grant Talks Podcast [#005] *Intro ***.41*** * Review of Episodes #002 and #003 with Amanda Day GPC ***:45*** * Getting Started-What are Suspension and Debarment? ***3:10*** * When Do You Check for Suspension and Debarment? ***5:18*** * What is a Corrective Action Plan? ***8:44*** * Corrective Action Plans are to Prevent a Repeat (Near) Disaster ***11:47*** * What to Do When Good Grants Go Bad ***12:39*** * Better Grant Management Means Fewer Audit Findings ***13:28*** * Writing a Corrective Action Plan-Five-step Process***14:70*** * Grant Talks Line-up Episodes #006 and #007 with Johna Rodgers- “My Boss is Going to He...2019-08-0123 minGrant Talks PodcastGrant Talks PodcastHot Topics-Non-competitive Practices and How Lucy Became an "Accidental" Grant Manager - with Lucy Morgan CPAIn this Episode of GrantTalks, Lucy discusses a hot topic about non-competitive practices and shares her personal journey into grants. Discover what practices are considered non-competitive with grants and the evolving danger zone for grant writers and consultants to help YOU feel more confident about managing your grants. Be sure to subscribe to the show! 2019-07-2617 minGrant Talks PodcastGrant Talks PodcastLessons Learned-Surviving an OIG Audit Your First Day on the Job - with Amanda Day GPC and Lucy Morgan CPAIn this Episode of GrantTalks, Lucy continues her discussion with Amanda Day GPC discussing the hard lessons learned when the Office of Inspector General (OIG) comes to visit on your first day of work as a grant manager. Discover how to build a team to address OIG audit findings and put in place corrective action from a federal grant recipient perspective to help YOU feel more confident about managing your grants. Be sure to subscribe to the show!2019-07-1718 minGrant Talks PodcastGrant Talks PodcastTips for Surviving an OIG Audit Your First Day on the Job - with Amanda Day GPC and Lucy Morgan CPAIn this Episode of GrantTalks, Lucy is joined by Amanda Day GPC to discuss what happens when the Office of Inspector General (OIG) comes to visit on your first day of work as a grant manager. Discover how an OIG audit differs from a Single Audit and tips for when the OIG comes to visit from a federal grant recipient perspective to help YOU feel more confident about managing your grants. Be sure to subscribe to the show!2019-07-1015 minGrant Talks PodcastGrant Talks PodcastWelcome and Getting Started Tips for Grant ProfessionalsIn this first episode of Grant Talks, Lucy welcomes listeners to this new community of grant professionals and provides a roadmap to the upcoming podcast episodes designed to help YOU become more confident about grants. Be sure to subscribe to the show! :)2019-07-0705 min