Workshops

2019 Nonprofit Conference & Expo Workshops

 

It's Not About You! Making Compelling Videos

Many nonprofits focus on what their mission and message means to them, rather than the people they're trying to reach. How do you avoid making a video that your staff members all love, but that falls flat with your intended audience? In this presentation Chris will use examples of videos he's produced to help the attendees understand what goes into making a compelling video – or any communications.

Participants will leave this session with a better understanding of how they can use video as part of their communications outreach. Participants will be better educated about what goes into a video, the questions they may be asked (and should ask themselves) before considering a video and what their role is in the production process.

Presenter Bio(s)

Chris Conroy

Chris Conroy
Heartwood Media, Inc.

Lighting a Spark Under Your Board

Developing an engaged, inspired and effective board takes some guts, commitment and a willingness to look some dysfunctional habits in the eye - and change!  The process doesn't have to be painful. In reality, once you begin ending some entrenched habits, you will find your board members thanking you.  

This workshop is designed to help nonprofit Executive Directors, board chairs and board members bring new energy into the board room and build the capacity of the board members to form a high-performing team that excels in strategy, fundraising and governance.

Participants will explore new thinking in how to develop effective board meetings, manage diverse personalities around the boardroom table, break down the fears board members hold about fundraising and tap into the unique talents of individual board members. Participants will leave with tools, templates and a draft plan of how to re-invigorate the board experience and cultivate board engagement.

Presenter Bio(s)

Mary Ellen Jackson

Mary Ellen Jackson
Mary Ellen Jackson Consulting

Developing Your Side Gig: Considerations for Developing Unrelated Business Income to Support Your Mission

A growing trend among nonprofits is to open retail stores and other "for profit" ventures as a way of driving revenue to support their mission. Using case studies of those who have done so successful (and not-so-successfully), this program will examine:

  • When such activities should be operated through the nonprofit versus a for-profit subsidiary
  • The fiduciary duties of using nonprofit resources to develop a for-profit activity versus the funding of service delivery
  • The governance and operational challenges of a nonprofit board and staff operating a for-profit business line
  • Dealing with unrelated business income taxes and understanding the legal limits of how much unrelated business income can be generated without jeopardizing the organization’s tax exempt status

Presenter Bio(s)

Kristin Mendoza

Kristin Mendoza
Bernstein Shur

Development in an Era of Widening Wealth Disparity

We live in a time where the rich are getting richer, the working and middle classes are slipping behind, and the upper-middle class has growing concerns with funding their education, healthcare, and retirement. What are the implications for fundraising? In the last 25 years we’ve moved from talking about the 80/20 Rule (where 80% of the money comes from 20% of the donors) to the 90/10 Rule. But are we really closer to the 95/5 Rule, and on our way to 99/1? How do nonprofits cope with this significant socio-economic shift?   

In this interactive session, we will discuss strategies for raising major money from those who have it, while still maintaining broad community support. Participants will come away with an understanding, first, of how the country is changing, and second, how to develop fundraising strategies that make practical and philosophical sense for their organizations.

Presenter Bio(s)

Al Cantor

Al Cantor
Alan Cantor Consulting LLC

Scenario Planning: Guiding the Future with Imagination

This workshop introduces participants to scenario planning as a helpful tool for:

  • Understanding the broader and complex ecosystem in which each nonprofit organization operates
  • Imagining plausible future worlds in which they will be challenged to find success
  • Developing and implementing effective long-term strategies.

The presentation covers basic steps and questions that typically guide scenario planning processes and opens eyes and minds to the power of scenarios to heighten the impact of strategic planning exercises and to sharpen the ability to tell a compelling organizational story. Thoughtful consideration of the pressures, forces and events (collectively, the “drivers”) facing an organization enables identification of the critical uncertainties and their implications that will likely shape an organization’s future. Through an engaging and participatory process, this workshop will enable participants to begin practicing the art of scenario planning.

Presenter Bio(s)

Tom Burack

Tom Burack
Sheehan Phinney Bass & Green

It's not as Hard as You Think: Grantwriting for Small Shops and Beginners

Competition for grant funding can be steep and the process confusing and intimidating, especially for beginners and small shops. This workshop is geared to the grant-writing novice and will provide solid concrete tips for the entire process from making that first call to a foundation to writing that final report.  

This workshop aims to remove the stigma around grant-writing and empower participants with the skills to become successful grant-writers. Participants in this session will come away with the tools to:  

  • Confidently make a personal contact with a foundation or grant-making institution  
  • Differentiate between project based grants and operating grants 
  • Craft a compelling case for support using active strong language and measurable outcomes

Presenter Bio(s)

Katie Collins & Cassandra Mason

Katie Collins & Cassandra Mason
Capitol Center for the Arts & NH State Council on the Arts

Stand Out From The Crowd: Research-Based Branding

With a focused brand strategy, nonprofits have an opportunity to connect with their mission, build strong relationships with key stakeholders and highlight their U.S.P. (unique selling proposition) for donors, sponsors and partners. Many nonprofits today say they have a need for “better branding” – but they are unsure what perceptions or misperceptions exist in the minds of their target audiences. Good branding is based on solid research, and therefore a key question to answer is:  are you known for what you want to stand for? This workshop will explore:

  • The 4 steps to building a reputation
  • Options for conducting “known for/stands for” research on a shoestring budget
  • Techniques for defining and communicating your brand once you have established your U.S.P. and core messages

Presenter Bio(s)

Robin Schell, APR & Jayme Simoes

Robin Schell, APR & Jayme Simoes
Louis Karno & Co.

The Duh! Approach To Management and Supervision: Dispelling Common Leadership Myths

People are promoted because they’re good at their jobs. Being in a leadership position is a very different job, for which most are not trained. This presentation dispels myths associated with effective leadership and provides immediately applicable, common sense approaches that encourage high morale and increased productivity in the workplace. 

Attendees will learn what works and what doesn't and will be offered ways to enhance communication and increase motivation. They will be encouraged to assess and re-think commonly held beliefs about effective leadership and explore how to create a blame-free and gossip-free environment in their organizations. It promises to be a transforming experience.  

Presenter Bio(s)

Gerri King

Gerri King
Human Dynamics Associates Inc

Accounting Update: The New Not-for-Profit Reporting Standard - The Time Has Come

In August 2016, the Financial Accounting Standards Board (FASB) issued an Accounting Standards Update that affects nonprofit organizations for fiscal years beginning after December 15, 2017. 

The changes are meant to help nonprofits tell their story more transparently through their financial statements. While the changes are comprehensive, the areas most significantly affected are:

  • Classification of net assets
  • Presentation of expenses
  • Reporting of liquidity and availability of resources

The time has come for all nonprofits to implement the new reporting standard. Join our presenters from BerryDunn to review how these changes, along with the new revenue recognition requirements, will impact your nonprofit’s financial statements. Take a dive deeper into topics such as:

  • Determining if your grants and contributions are within the scope of the new revenue recognition standard and whether they should be accounted for as contributions or exchange revenue
  • Exploring how the new liquidity and cash management disclosures will impact your financial statements

Presenter Bio(s)

Tyler Butler & Jerry Cahill

Tyler Butler & Jerry Cahill
BerryDunn

Drive Action with Video

More nonprofits are turning to video to increase their brand recognition and marketing performance. Based on market studies, 82% of consumer web traffic will be video and by the year 2021, it is anticipated that digital ad spend will exceed $22.2 billion. Nonprofit marketers will benefit from understanding how to navigate video and video advertising and use it as an acquisition tool for donors and/or potential members.    

You will learn the components of a solid video strategy through an exercise on how to write a script, how to visualize the visual, and how to use video to tell your story in an inspiring and actionable way. In addition, you will learn about platforms to promote your video.

Presenter Bio(s)

Linda A Fanaras & Sean Morse-Barry

Linda A Fanaras & Sean Morse-Barry
Millennium Agency

#UsToo? Sexual Harassment Prevention and Response for Nonprofits in the #MeToo Era

The #MeToo Movement has pushed sexual harassment back into the forefront and recent court decisions have clarified the obligation to prevent and effectively respond to reports of harassment. Organizations, including nonprofits, that fail to respond to the changing landscape risk distraction from their mission, loss of reputation and/or financial support and a significant damage award. This workshop will lay the groundwork for an effective response to reports related to employees and will address the issues associated with responding to the conduct of board members and/or volunteers who are not under the employee umbrella.

This workshop will bring organizational leadership up to speed on the current law, help them identify risk within their current practices and procedures and provide examples of practical steps they can take to minimize risk.  For example, attendees will be able to compare their current training and reporting mechanisms with those that were the subject of recent court cases. Attendees will also gain a better understanding of how to effectively respond to reports of harassment in the current context.

Presenter Bio(s)

Kevin O'Leary & Kathy Peahl

Kevin O'Leary & Kathy Peahl
Kevin O'Leary P.L.L.C. and Wadleigh Starr and Peters

Whose Job Is It? Changing Roles of Board and Staff in Today’s Nonprofit

Whether your nonprofit has just hired its first employee or you have hundreds, confusion often occurs between the roles of staff and the board. There are boards that have responsibility for day-to-day operations and, on the other end of the spectrum, boards that only attend board and committee meetings – having no interaction with staff or the operations of the nonprofit. 

This workshop will delineate and discuss the roles of staff and the Board of a nonprofit, how those roles differ, and how those roles may change over time – based on factors like the size of the organization and/or the life-cycle stage.  The workshop will also cover the responsibilities and legal duties of the Board of Directors, the role of outside legal counsel, and how to work with a Board member who is a lawyer.

Presenter Bio(s)

Joseph DiBrigida

Joseph DiBrigida
Sheehan Phinney Bass & Green

How to Get Your Board Excited About Fundraising

A strong board can be the greatest asset a nonprofit has when it comes to raising gifts, but most board members are reticent when it comes to raising funds. This session will help staff and volunteers understand how to give boards the tools they need, inspire them to want to be a part of raising money for your cause, and even get them excited about getting out there and building philanthropic support for your mission.  You will come away from this session with a host of ways to assure your board members that they are the best ones to be out there engaging your potential donors.

Presenter Bio(s)

Maryann LaCroix Lindberg, CFRE

Maryann LaCroix Lindberg, CFRE
Philanthropy Resource Group

Four-Way Stretch to Muscle Up Your Fundraising

A donor stewardship plan ensures your time is spent where it’s most effective, deepening donors’ engagement and appreciation of your mission and outcomes. 

 Workshop topics will include:

  • Activities, surveys, and board activities that connect donors with how they make the world a better place
  • Identifying donors who would welcome a monthly giving program to make their giving easier. 
  • A leadership giving program that expands the highest level of giving to your operations fund. 
  • A simple bequest program campaign

By starting with these four simple ways to stretch your programs, one at a time, within months you’ll see increased productivity and donor giving. If you already have a beginning program in any of these 4 areas, join us for ideas to take your program to the next level.

Presenter Bio(s)

Anne Peyton, CPF CFRE & Jenn Hayslett

Anne Peyton, CPF CFRE & Jenn Hayslett
Yellow Brick Road Consulting & Jenn Hayslett Coaching & Consulting

Building A Positive Culture With Strong Communication

A positive organizational culture is critical not only for employee productivity, but also for employee recruitment and retention as well as customer/client satisfaction, development, advocacy, and more. If your culture suffers, employees suffer. When employees suffer, business suffers. Communication is the blood running through the veins of your organization, keeping it healthy and productive. This workshop will explore:

  • Methods for researching how communication flows in your organization and where the roadblocks are
  • How to improve communication flow and identify priority problem areas and 
  • Techniques for teaching communication skills to leaders to make them as effective as possible.  

Presenter Bio(s)

Stacey E Smith

Stacey E Smith
Jackson Jackson & Wagner

Time Management

Hear from company founder, husband, father, and lifelong student Ryan Barton on practical ways to ensure that what you are pursuing is meaningful - and then to pursue it with both passion and wisdom.  How to utilize effective goal setting, intentional scheduling, deep work, feedback loops, and practical technology to increase your velocity in life – the rate at which you get things done, and the ways in which you ensure they are the right things.

This seminar on time management discusses not only the motivation, but also the method required to retain a healthy control over your schedule in a work and home environment. 

Presenter Bio(s)

Ryan Barton

Ryan Barton
Mainstay Technologies

The Life Cycle of a Nonprofit Board Member

We know that having the right individuals on the Board is essential to the viability and sustainability of a nonprofit organization. Yet, in the study conducted by Boardsource; Leading with Intent 2015: A National Index of Nonprofit Board Practices, we learned that only 73% of chief executives believe that they have the right Board members to effectively govern their organization. The Leading with Intent 2017 study indicates that 52% of Board Chairs report that it is difficult to recruit new Board members.  

In this session we will take a systems approach look at the full circle of a nonprofit Board member life cycle.  Together, we will explore best practices for determining strategically who and what is missing from your Board “table”, cultivating and recruiting new Board members, orienting, engaging, and developing those new Board members, and transition or exit planning as terms of service end.

This interactive workshop is ideal for Governance Committee members, Board Chairs, and Executives.  Bring a team to the conversation and leave with an action plan for strengthening your practices and building a Board of the right individuals for your organization.

Presenter Bio(s)

Teri Bordenave

Teri Bordenave
The Thalia Group

Streamlining your Accounting and Back Office

Your back office is the brain of your business. Learn about the state of the back office today, challenges stemming from the mix of accounting and front desk operations, as well as how technology is helping to solve those problems and change the landscape. Which systems should you be thinking about?  How do you build them? Where do you start? 

After this workshop, attendees will be able to: 

  • Better define and recognize the roles/responsibilities of your back office vs. front office 
  • Have a proficient understanding of AI, and Bots  
  • Outline where and how technology can fit into your organization
  • Evaluate which tech solutions will work for your organization
  • Save money, time, and personnel hours

Presenter Bio(s)

Enrico Palmerino

Enrico Palmerino
botkeeper

Protecting Yourself and Your Organization in an Age of Ever Increasing Security Threats

Technology is exponentially expanding and is becoming more integrated in our organizations and our individual lives with each passing day. While this expansion brings advantages and efficiencies, it also opens us up to many kinds of threats to our privacy and security. This seminar will provide an understanding of the various ways these threats and security breaches can occur, the associated risks, and a method for systematically mitigating those risks for your organization and in your own personal life, as well.

The goal of this workshop is to both educate and equip organizations and individuals with knowledge and tools needed to recognize areas of vulnerability and mitigate risk. Attendees will be able to take preventative steps to securing personal information, and receive a method for systematically reducing risk for their organization.

Presenter Bio(s)

Ryan Robinson

Ryan Robinson
Mainstay Technologies

Making Sense of Nonprofit Financials

Financials are difficult enough to understand, but the nonprofit sector has the added challenge of recording financial information so that their donors understand how their money is being spent. This workshop will break down the Statement of Activities and Statement of Financial Position as well as allocations associated with the expenses so that you can explain your nonprofit’s financials to your potential donors.

Attendees will walk away with a better understanding of what the terminology in the financials mean as well as how expenses are allocated in a nonprofit.

Presenter Bio(s)

Michelle Reagan

Michelle Reagan
Adaptive Sports Partners of the North Country

Turn Enemies Into Allies: The Art of Peace in the Workplace

In today’s workplace, where time is a precious commodity, managers and leaders often believe they don’t have the time to help employees navigate conflict. More often than not, however, it takes more time not to address conflict than to constructively intervene. But before managers can successfully guide others in managing disagreements, they must be able to manage their own mindset and behaviors through centered presence, clarity of purpose, and skilled communication.   

This workshop presents a coaching intervention process to use with employees in conflict—a guide for managers, HR professionals, and leaders to coach conflicting employees back to a professional, effective working relationship, while simultaneously changing their lives for the better.   

Attendees will walk away with skills and practices to reinforce their ability to:

  • Be calm and centered in conflict situations. 
  • Manage their own emotions and those of others in order to help employees resolve conflict. 
  • Know how to work with conflicting parties individually and when and how to bring them together. 
  • Sense when employees are willing and able to move forward from the conflict

Presenter Bio(s)

Judy Ringer

Judy Ringer
Power & Presence Training

No One Knows Who We Are! Communication to build and grow community awareness

It’s a common lament among nonprofits — “We do such great work, but no one knows who we are, or understands what we do!” This workshop will focus on critical marketing strategies and practical communication and promotional tactics to build stronger, higher levels of community awareness. 

Attendees will leave the workshop with an understanding of how to implement the following steps to help increase their nonprofit’s levels of community awareness:  

  • Assure that building community awareness aligns with strategic objectives
  • Define what “community” means for your nonprofit — target markets/audience segmentation
  • Create effective messaging through consumer behavior types
  • Identify tactical actions to put community awareness building in motion
  • Manage a community awareness campaign

Presenter Bio(s)

David Deziel

David Deziel
DavidGeorge Communications

Organizational Assessments: What’s Your Appetite for Information?

An organizational assessment provides your nonprofit with the framework and data to think thoughtfully about the organization’s current state, its trajectory, and its long-term stability. If done correctly, the assessment can help prioritize strategies and practices that your nonprofit may want to put in to place to further its effectiveness. 

This workshop will explore how to obtain valid information about the performance of their organization and its leadership.  We will discuss various tools, ways in which data is collected/utilized, and answer these questions:

  • Who leads the charge for an Organizational Assessment?
  • What is the role of the Executive Director and the Board in an Assessment? 
  • What opportunities and challenges present themselves when conducting an Assessment?
  • Who sees the results, how do you share the information, and most importantly what do you do with information?   

We will also discuss accountability and how information gathered can impact individual and organizational performance standards and what this means for your nonprofit.    

Presenter Bio(s)

Christine Strong

Christine Strong
Strong Resource Group

Knowledge Capture: The Forgotten Essential

Documenting and maintaining vital information about policies, practices and relationships is critical to organizational sustainability and staff succession. Yet, all too often it is a task left on the back burner and worse than that, valuable information can walk out the door when personnel leave an organization. Learn about why it’s so important to be explicit about your procedural, tacit, and historical knowledge to ensure that it becomes the property and wisdom of the organization. Tools for knowledge capture will be shared, and you will have an opportunity to assess your culture of knowledge capture through conversations with your peers.

The applications available to attendees will be: 

  • Structure an organizational steering committee to address knowledge capture and use the template to launch the process 
  • Individually guide each department in determining what and how to capture procedures, policies, relationships and historical information 
  • Complete the emergency succession plan for all key management/leadership staff  

Presenter Bio(s)

Nancy N Jackson

Nancy N Jackson

Signup for the Nonprofit Notes newsletter

Stay up to date on nonprofit news, funding deadlines, job opportunities, and more with the Nonprofit Notes newsletter.

SubscribeArchive

Go to top