Original Broadcast Date: May 28, 2026

Summary: Grant reporting is more than a compliance task: it’s a critical opportunity to build trust, demonstrate impact, and secure future funding. Yet for many Canadian nonprofits, it’s a source of stress and a significant administrative burden. Juggling multiple funder requirements, tracking restricted funds, and translating complex financial data into a clear narrative can feel overwhelming.

This session, presented in partnership with Enkel, will transform grant reporting from a dreaded obligation into a strategic tool that strengthens funder relationships. We will guide you through the practical steps to organize your financial data, structure your Chart of Accounts for automated grant tracking, and craft compelling financial narratives that showcase your organization’s stewardship and impact. By the end of this webinar, you’ll have the confidence and tools to prepare grant reports that impress funders and secure future funding.

Learning Objectives:

After watching this webinar, you will be able to:

  • Deconstruct a grant agreement to identify essential reporting requirements, eligible vs. ineligible expenses, and critical deadlines.
  • Structure your Chart of Accounts to automatically track restricted funds and program-specific expenses, eliminating manual tracking errors.
  • Build a clear and professional Budget vs. Actual report that demonstrates financial stewardship and accountability.
  • Craft a compelling financial narrative that explains variances, provides context, and connects your spending to your mission’s impact.
  • Identify and avoid the top grant reporting mistakes that damage funder relationships and jeopardize future funding.
  • Implement a repeatable grant reporting process that reduces administrative burden and builds confidence in your financial management.

Webinar recording

Webinar Resources

Webinar presenter

Omar Visram, CPA, CA – Co-Founder & Head of Growth, Enkel

Omar Visram is the Co-Founder and CEO of Enkel, a leading Canadian firm that provides tech-driven bookkeeping and accounting services to nonprofit organizations. With over 15 years of experience in audit, taxation, and finance operations at prominent firms like KPMG, Omar is passionate about helping organizations streamline their financial processes and build trust with funders. He co-founded Enkel with the mission to deliver a client-centric, cloud-based solution that empowers nonprofit leaders to make smarter, more informed decisions about their finances. Omar holds a Bachelor of Business Administration from Simon Fraser University and is a qualified CPA, CA.

Connie Shepherd, CPA, Chief Financial Officer – Client Services, Enkel

Connie is a Chartered Professional Accountant with extensive experience leading finance functions in complex nonprofit organizations. She has worked closely with executive leadership teams and governance bodies to strengthen financial oversight, improve reporting, and support effective board governance.

Most recently, Connie was the Director of Strategic Projects and Controller at a $70 million not-for-profit, where she helped rebuild and strengthen the finance function and worked with governance groups, including the Finance Council, Investment Committee, Pension Committee, and Benefits Committee. She was responsible for financial reporting, treasury oversight, investment monitoring, and the enhancement of governance frameworks.  Prior to working in the NPO space, Connie held senior finance positions with Finning, Northbridge, and HSBC.

Connie brings a practical leadership approach focused on delivering clear, useful financial information that supports effective decision-making.

 

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– Past CharityVillage Webinar Participant