ASK THE EXPERTS

AGENDA Welcome and Introductions Panelists Submitted Survey Questions Audience Questions

Panelists Erika Smith – Program Director (CG) Shane Piper - Applications Analyst (PetSmart Charities) Marian Phillips – SVP (Wells Fargo) Jennifer Cogliano – Program Director (CG) Lisa Flanagan – Manager, Grants (Northrop Grumman) Andrew Pahl – VP of Corporate Strategy (CG)

Questions?

How do clients manage multiple users with different roles and permissions in the grants management system?

How do clients use the Dashboard tab to assist in their grants process?

How do clients use and manage impact reports How do clients use and manage impact reports? How do they send reports in bulk?

What are common ways to use surveys? How do you set up surveys?

What are some benefits of incorporating Payroll into the Employee Engagement platform? Can you display giving history information for Payroll?

What are CG’s offerings around implementing employee engagement programs for an international employee base?

Your Questions?

Thank you!