Workshops

2020 Nonprofit Conference & Expo Workshops

 

Change for Good: When and How to Grow or Adjust the Service Model of a Nonprofit Organization

Responding to the macro (what is our place in the community) and micro (our suite of services) environment in the nonprofit sector requires industry and community awareness, business acumen, leadership, resources, and resilience. Leaders think, “We are successful at what we do, but we want to do more and our community and our clients are changing. Should we consider fundamental changes to the scope or scale of our model? What should those changes be and how do we know they will work? Is the change worth the effort and the risk?”

Boards and Executive Teams often struggle with these questions and seek guidance on how to implement a manageable process for understanding and responding to changing community needs. Janet and Wyatt’s decades of experience working with nonprofit organizations across the country inform an interactive and inspiring dialogue on:

  • How to recognize when it is time to change
  • The fundamental elements of comprehensive planning that maintains mission focus
  • How to secure required resources
  • How manage through change in ways that honor culture and promote professional development for leaders and staff

Participants will:

  • Get an overview of process and broad timeline for planning (and implementation)
  • Learn how to become a student of your industry, regardless of your staff or volunteer position
  • Learn how to engage and involve the right people in the preparation and planning
  • Encourage open and honest discussion/feedback
  • Set goals and targets – balancing aspiration and agility
  • Create a change management approach that will ensure the success of your plan – Board, volunteers, staff, clients

Audience

Board members, Chief Executive Officers, Chief Operating Officers, Chief Financial Officers and Chief Development Officers who want to take their organizations to the next level. Regardless of size or mission.

Session

9/17 - Session 1
 

Presenter Bio(s)

Janet Davis & Wyatt Davis

Janet Davis & Wyatt Davis
Clarkson Davis

Get your Message Straight! Communicating to Nonprofit Audiences

Nonprofits often think their good works speak for themselves. But that is not always the case. Marketing for a nonprofit is just as essential as it is for any for-profit business. We are exposed to hundreds of marketing messages every day—in print, online, just about everywhere. How can your organization stand out and get the attention you need? How can you create messages that motivate donors and other key stakeholders? By the end of the workshop, you will better understand how to identify your target audiences, develop compelling messages, and create a brand that stands out.

This workshop covers:

  • Positioning strategy and branding
  • Defining and understanding your intended audiences
  • Developing clear and consistent messaging that sets you apart
  • Creating a messaging guide which specifies audiences, behaviors, and key messages
  • Using the messaging guide to gain consensus from staff and board
  • Using a messaging guide to produce downstream marketing content

Participants will be able to:

  • Conduct a positioning exercise with their team
  • Identify target audiences or segments
  • Understand how to create concise messages per target audience
  • Implement a communications “audit”
  • Develop a plan to update their communications

Audience

This workshop is designed for nonprofit executive directors, marketing directors and development directors in small to mid-sized nonprofit organizations. It will also be appropriate for any communications professional responsible for developing marketing content and programs.

Session

9/16 - Session 1
 

Presenter Bio(s)

Lynn Post & Claire Larrabee

Lynn Post & Claire Larrabee
Empower Success Corps, Northern New England Office

Before You Hit Send: Responding vs. Reacting

Have you ever received an email that immediately struck your irritation chord triggering a strong reaction within you? Ever replied to this type of email too quickly – and wished you had written a more thoughtful reply? Or know others that you supervise who have replied too quickly? Learn how to use targeted strategies to untangle your emotions, regain your balance and respond rather than react when you find yourself triggered from emails and/or conflict situations. Strategies are applicable both professionally and personally.

Participants will be able to:

  • Choose a response to conflict versus using reactive actions
  • Find more balance and clarity with their own “triggers”
  • Take away new strategies to use immediately
  • Shift from furious to curious about the intention behind the triggering words

Audience

All job types and skill levels

Session

9/18 - Session 2
 

Presenter Bio(s)

Gina C. Genest

Gina C. Genest
The Mindful Zone

Profitable Partnerships: Creating & Expanding Your Corporate Giving Program

This workshop will focus on relationship building, corporate partnerships, event sponsorships, and strategic nonprofit/for-profit marketing opportunities.

During the session we will discuss:

  • Outreach and networking strategies
  • Developing volunteer roles to attract business leaders and young professionals.
  • Potential new sponsor identification and stewardship
  • Relationship building for current partners and vendors and how to develop these relationships into meaningful long-term connections.

Participants will learn about creating unique sponsorship opportunities and how to deliver on marketing through impact messaging. We will review case studies to see the key elements of a sponsorship proposal. 

Audience

Board members, leadership staff, marketing, fundraising and development staff members.

Session

9/15 - Session 1
 

Presenter Bio(s)

Sarah Andrews

Sarah Andrews
Sarah J. Andrews Coaching & Consulting

Amplify Your Brand: Practical Advice for Creating Engaged, Effective Brand Ambassadors

Your staff, board, volunteers, and donors can be some of your most engaged and energetic storytellers. But are they telling the right story…and to the right people? Learn how to use the passion of these dedicated supporters to exponentially expand your brand awareness, and leave the session with tools you can use to craft your own brand ambassador program.

Participants will:

  • Learn how to identify their most engaged brand ambassadors (and those most likely to be engaged with additional cultivation)
  • Create a set of clear messages for those ambassadors to use.
  • Learn how to develop and sustain a simple but effective brand ambassador plan that can significantly enhance the impact of their marketing and fundraising efforts.

Audience

The ideal audience is marketing and fundraising professionals - from any sort/size of organization, at any experience level. The session would also be appropriate for senior leadership and board/committee chairs.

Session

9/17 - Session 2
 

Presenter Bio(s)

Michele Levy

Michele Levy
ML Brand Strategy Consulting

PR + Blogging: The New Odd Couple and Your New Hub

This workshop will teach you the skills you need to be a good writer for a new decade and how to create compelling content for a variety of platforms. A blog can and should be the hub for your new approach to marketing. You will get the how-to’s in writing SEO-optimized and shareable content, crafting articles, posting pitches and content to social media that all sync together (and save you time)! Write text that has many uses, and that will cut through the clutter, be impactful on social media, and most of all take the storytelling power of your messaging to a new level.

Learn how smartly crafted writing can communicate the values of your nonprofit brand and position you in front of the right audiences. Learn the affordable way to build a blog, how to turn that blog into an SEO engine, and to share content across many platforms in a time effective and impactful way.

Participants will hear strategies to:

  • Simplify your written language and drop the jargon
  • Write targeted, search-optimized headlines and text that earns readers' attention
  • Craft releases that go beyond just the facts, and reach new audience who do not consume traditional media
  • Search target keywords and implement them to win better visibility and increase brand exposure on search engines
  • Find your SEO potential
  • Write posts and tweets that will be noticed and shared
  • Tell your brand's story through blogging and social media
  • Set up a real blog that is the hub of your new promotional plan
  • Set social media goals

Audience

Any size nonprofit - as we will fit the strategies to the audience - and ask for input, and encourage questions.

Session

9/16 - Session 2
 

Presenter Bio(s)

Jayme H Simoes & Michael Conway

Jayme H Simoes & Michael Conway
Louis Karno & Company & Means of Production

Managing Through this Crisis and Adapting to the Unexpected

Many stories of failed nonprofits begin with unanticipated crises such as losing key funders or personnel, legal or financial oversights, and/or getting bad press. The current Covid 19 crisis has challenged organizations with those issues and more. To manage these disasters the ED and Board need to anticipate and collaborate in adapting to the unexpected.

In this workshop, participants will explore these issues, engage in a couple of nonprofit case studies and assess what they would do and how prepared their own organizations might be for such situations. The workshop will ultimately provide a roadmap to sustainability for nonprofits.

Participants will leave with a checklist of items that the leadership and board of high functioning, sustainable nonprofits pay regular attention to with the intent that they stimulate important conversations in their own organizations regarding these preventative measures.

Audience

Senior leadership and board members of small, medium and large nonprofits.

Session

9/16 - Session 2
 

Presenter Bio(s)

David Harris & Frank Reece

David Harris & Frank Reece
Interim Executive Solutions

Scenario Planning: Guiding the Future with Imagination

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

  • Understanding the broad, 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 in a very uncertain and rapidly changing world

The workshop 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.

This workshop is designed to provide both an overview and a taste of scenario planning. Participants will come away with a conceptual understanding of the purposes and benefits of scenario planning in an uncertain world, a basic recipe for conducting a scenario planning process, and a little bit of practice in "Imagineering" the future.

Audience

The ideal audience is a mix of board members, organization leaders, and staff from any size organization, including small-, mid- and large-size organizations whose missions and strategies are subject to periodic reappraisal due to ever-changing external factors. Audience members should have an interest in organizational governance and strategic thinking.

Session

9/15 - Session 1
 

Presenter Bio(s)

Thomas S. Burack

Thomas S. Burack
Sheehan Phinney Bass & Green, PA

Let Your Clients Sell Your Story

The best people to sell your nonprofit’s impact and value are often the people who benefit from your services. Learn why and how to feature their stories in your fundraising and get some practical tips for your next appeal or campaign.

This workshop will show participants how the New Hampshire Community Loan Fund collects its borrowers’ stories and turns them into donations, grants, and investments. It will include real-life examples of successful appeals, the elements of compelling stories, and how those stories can be used across multiple communication channels.

Audience

Fundraising and communications/marketing professionals whose nonprofits serve individuals, families, businesses or organizations.

Session

9/15 - Session 2
 

Presenter Bio(s)

Steve Varnum & Mat Solso

Steve Varnum & Mat Solso
New Hampshire Community Loan Fund

Storytelling to Fundraise in an Election Year: How to craft messages that will raise big money and resonate with your donors in the current political climate

This workshop will help you thoughtfully craft messages leading up to and after the election, ensuring you address the critical issues your donors are thinking about while still remaining bi-partisan. We will also discuss donor behavior and motivations surrounding a political year and what your nonprofit can do to ensure a successful Annual Appeal after the election outcomes.

Participants will leave with:

  • A framework for storytelling in 2020
  • A list of the top things not to do when fundraising in an election year
  • Insight into donor behavior in 2016 and what we can expect in 2020
  • Ideas on how to stay true to your mission while also attracting new funds
  • The ability to craft bi-partisan messages leading up to and after elections

Audience

Development Directors, Marketing staff and Executive Directors, with any level of experience in small to mid-size organizations.

Session

9/18 - Session 2
 

Presenter Bio(s)

Alyssa Wright

Alyssa Wright
Alyssa F Wright Consulting

The Woodstock Effect

As competition for engaged donors increase, nonprofit leaders must look beyond the tactics of donor relationship building and become adept and creative at establishing a community culture in their donor base and nourishing organic growth. This workshop provides the best practices to shift their approach. Participants gain insight into the five elements for sustainable engagement that are essential to founding and growing a reliable community of donors- People; Shared Purpose; Shared Experience; Shared Resources; and Trust. We will discuss, explore, and then develop our own understanding of the five essential elements in community development, as well as identify and problem solve on a case for improvement.

Participants will:

  • Be able to identify and articulate the ‘why’ behind the five elements of a sustainable donor community
  • Learn how to identify and develop meaningful and measurable aspects of their community that match the five elements.
  • Be guided through the proper application or optimal effectiveness of each element through group case study and problem-solving
  • Learn how organizational departments can better work together to align department goals and enhance the community experience while growing engagement for the organization.
  • Learn how to create an action plan to ensure that the goals for the donor community elements stay alive and vibrant.

Audience

Development staff, Executive Directors, and board members with some experience in development

Session

9/17 - Session 1
 

Presenter Bio(s)

Sondra Lintelmann-Dellaripa and Scott Selig

Sondra Lintelmann-Dellaripa and Scott Selig
Harvest Development Group

How to Determine if Debt is Your Friend or Foe

Do you want to be able to determine whether and when a loan, a line of credit, or other financial tools are right for your organization?  If you tend to dismiss all debt as being bad, you may be missing opportunities to support your nonprofit.  At this workshop, we will:

  • Explore why nonprofits are reluctant to use debt to advance their mission;
  • Introduce new ways to build financial management capacity; and
  • Share experiences where debt has proven useful. 

We will provide a couple of case studies, led by industry leaders and nonprofit peers who have used different financial tools to improve their financial health, complete projects, expand services and reduce operating costs.  The goal of these case studies is give you a window into the process of assessing and using debt as a financial tool.
Participants will:

  • Explore how to build capacity to determine whether/when a loan is right for a nonprofit organization.
  • Learn from specific case studies from nonprofits that have successfully used various tools to manage cash flow, weather difficult financial times, complete projects, reduce operating costs, etc.
  • Learn about various resources and partners for nonprofits to consider as they explore whether, when and how to use various financial tools.

By the end of the workshop, every participant should have: 

  • Greater understanding of various elements of financial capacity;
  • Greater level of comfort to think creatively about different financial tools that they have not yet employed; and
  • Resources and potential partners to help them take the next step.

Audience

Nonprofit Executive Directors and Board members; Nonprofit Finance Staff and Finance/Budget Committee members; Any organization size, targeted to organizations with an established financial track record.

Session

9/16 - Session 1
 

Presenter Bio(s)

Kevin Peterson & John Hamilton

Kevin Peterson & John Hamilton
NH Community Development Finance Authority & NH Community Loan Fund

Why Do You Want that Data? Are You Sure?!

We often talk about the importance of capturing donor and constituent data and can think abstractly about how that information might be beneficial. The challenge comes when attempting to turn that information into something concrete and useful. From demographic information to surveys to email open rates, our computers (or filing cabinets!) are full of data points—but can you explain why this information is important to your organization, or how it’s used to further your mission? Join us as we take a dive into goal-setting, engagement, and the value (or not) of your data.

This framework is applicable across a wide spectrum of nonprofit applications, from communications to fundraising to volunteer retention to program management. It will provide the tools to think critically about the meaning of “engagement” as it relates to both big-picture goals (organization mission) and day-to-day decisions (should I ask a donor how they heard about us on this new donation form?).

Participants will

  • Walk away with a roadmap for connecting nuts-and-bolts data to their organization’s vision and mission in an actionable way
  • Be able to define short, medium, and long-term goals and articulate how data can be used to progress towards those goals

Audience

This session is designed for professionals at any size organization who would like to be more thoughtful in how they incorporate data into their decision-making.

Session

9/17 - Session 1
 

Presenter Bio(s)

Beth Saunders & Duncan McGovern

Beth Saunders & Duncan McGovern
Beth Saunders Associates & Pedal Lucid

Unconscious Bias

Social and psychological research confirms that everyone has unconscious or implicit biases. This is a part of human nature as our brain’s categorize and process information as mental shortcuts to navigate life’s complexity.

If inappropriate unconscious biases are unknown and un-checked they can create toxic company cultures and unhealthy work environments, and can possibly lead to discriminatory behaviors. This interactive training raises awareness about race, culture, and gender biases to create a more positive and dynamic workplace and workforce.

Participants will:

  • Build awareness about unconscious bias is in the workplace
  • Learn how unconscious bias influences company and organizational policy, procedures, and hiring
  • Explore strategies to address unconscious bias in the workplace
  • Learn how to recognize personal biases and make more informed decisions
  • Learn the relationship between unconscious bias, diversity and inclusion and preventing discrimination

Audience

This presentation is ideal for professionals at all levels.

Session

9/15 - Session 2
 

Presenter Bio(s)

Saleha Walsh & DaQuall Graham

Saleha Walsh & DaQuall Graham
Insource Services, Inc

Employee Retention: How to Create Whole-Life Approach to Leadership

If staff are the number one asset of an organization, then why, according to the Bureau of Labor Statistics, is 4.4 years the average length a staff member will stay at an organization? Why, according to a recent Gallup poll of more than one million employed United States workers, is the number one reason staff quit their jobs a bad boss or supervisor? This workshop will help employers and supervisors make a compelling case for incorporating intentional relationship building into organizational training and development programs and provides tools for organizations to create a “whole-life” approach to leadership.

Participants will:

  • Identify competencies or skills that their supervisors must possess to increase employee retention
  • Learn how to develop a plan to help those supervisors gain the needed skills

Audience

Anyone in a leadership or supervisory role at an organization as well as human resources personnel who are concerned with employee turnover and succession planning.

Session

9/16 - Session 1
 

Presenter Bio(s)

Kathy DesRoches & Tina Sharby

Kathy DesRoches & Tina Sharby
Granite State College & Easterseals

Take the Fear out of Finances While Staying Focused on Mission

To be a financially strong and sustainable organization, a nonprofit needs board members and staff to take ownership and responsibility of the fiscal health of the organization. For many board and staff leaders, we took on the role  because we love the mission of the organization, butfinancial statements are something that we rely on the finance director and the CPA on the board to understand. Attend this presentation to lose your fear of financial statements and gain skills to add to the long- term financial well-being of your organization.

This fast-paced, interactive presentation will cover key topics including:

  • Best practices for reading and using financial statements
  • Why you should care about the financial statements
  • What each part of the financial statements tells you
  • Understanding the Form 990
  • Best practices in corporate governance
  • Key questions to ask the auditor and/or financial professional
  • How to be involved when your expertise isn’t finances and accounting.

Participants will:

  • Gain knowledge of key concepts related to understanding financial statements, internal controls and their fiduciary duties as it relates to the finances of an organization
  • Leave with an understanding of questions they should be asking and how to evaluate the responses to those questions

Audience

Board and staff leaders seeking deeper understanding of nonprofit financials.

Session

9/15 - Session 2
 

Presenter Bio(s)

Angela Zakon

Angela Zakon
Leone, McDonnell & Roberts, PA

Recipe for Designing the Marketing Plan that Sets You Apart from the Crowd

Marketing today is complex and can feel overwhelming, particularly with the budget and staff size of a nonprofit. This workshop gives you a new way to think strategically about your U.S.P. (unique selling proposition) and targeting your priority audiences. We’ll discuss how to focus that never-ending marketing to-do list into a doable plan that produces results.

In this workshop, participants will:

  • Hear about best practices of nonprofit communications planning and marketing
  • Gain insight into the Behavioral Public Relations Model to help you with methods for triggering desired behaviors from your most important audiences – including your most important ambassadors, your employees and Board members
  • Discuss the differences between goals, objectives, strategies and tactics
  • Start thinking about tactics that drive behavioral results instead of adopting marketing strategies because “everyone else is doing them”
  • Explore the important role of research in enabling you to plan effectively and evaluate your success

Audience

All job types and skill levels

Session

9/18 - Session 1
 

Presenter Bio(s)

Jayme H. Simões & Robin Schell

Jayme H. Simões & Robin Schell
Louis Karno & Company & Jackson Jackson & Wagner

Creating Customized and Engaging Financial Dashboards for your Organization

Data fatigue is a real thing in today's fast paced and short-staffed environments. When time is short and you need to focus on key performance indicators, utilizing dashboards is the best way to get pertinent data in front of decision-makers.The goal of this workshop is to assist participants with selecting the most meaningful data to assist with streamlining financial information that is most helpful to their organizations. Participants will be able to ask questions and engage in open discussion with their peer organizations during the presentation.

In this presentation, we’ll cover:

  • The different types of dashboards and when to use each type
  • How to select the information to include in your dashboard based on the audience
  • Different ratios and KPI’s (key performance indicators) that organizations commonly include in their dashboards

Audience

Finance staff and board members will find this presentation the most helpful. Everyone at all levels are welcome to join.

Session

9/17 - Session 2
 

Presenter Bio(s)

Amity Ollis

Amity Ollis
Lifeboat Accounting, PLLC

Sustainability Solutions: Exploring Partnerships, Affiliations, and Mergers

The COVID-19 health crisis has produced unprecedented challenges for nonprofits - yet, it has also inspired great innovation, partnership and collaborative efforts among many organizations.

In this new landscape, nonprofits are thinking about the future and how to:

  • Form and sustain temporary partnerships 
  • Improve programs services through affiliations
  • Align missions together and increase efficiency and economies of scale with mergers

Audience

CEO/Executive Directors, Board Members, decision makers.

Session

9/18 - Session 1
 

Presenter Bio(s)

Eric Curtis

Eric Curtis
Curtis Strategy

Shooting Your Own Video

Are you thinking about using video to get your message out? Are you already using video but want to do a better job? In this workshop, we'll go over techniques for shooting better video with basic video equipment (your smartphone!) We'll discuss what you need to tell an effective story with better visuals and sound.

This workshop will address:

  • Composition
  • Lighting
  • Sound
  • Accessories (tripods, gimbals, microphones, etc.)

Participants will:

  • Gain confidence in their ability to more effectively shoot video for their organization
  • Be in a better position to make a video that people want to watch

Audience

Anyone from a junior staffer to CEO would benefit from this workshop. Video is becoming an important tool for communication and everyone in an organization can play a part.

Session

9/15 - Session 1
 

Presenter Bio(s)

Chris Conroy

Chris Conroy
Heartwood Media, Inc

Navigating Change through the Power of an Adaptive Culture

For most major change efforts, "change" means culture change ― a shift in how organizations work and how staff collaborate in pursuit of the mission. Drawing on a new resource, Adapt: A Primer on Culture Change for Nonprofits, this session will define an adaptive culture and provide a framework for understanding and overcoming the barriers to culture change. Then, within the context of the Dēmos Racial Equity Transformation, the group will be guided through the process of:

  • Defining the challenge
  • Assessing cultural adaptability
  • Engaging a change team
  • Developing a change framework
  • Implementing the changes, and
  • Measuring progress and adjusting

In partnership with participants, the concepts of change management and adaptive culture will be brought to life through concrete tools and an opportunity to test the concepts in real time.

Participants will:

  • Learn how to enhance the adaptability and change-friendliness of their organizations in order to “be the change”
  • Explore why most change efforts fail – and how to avoid the major pitfalls
  • Learn practical steps to strengthen your organization’s culture and enhance its adaptability
  • Discuss how different tools and processes can make change easier

Audience

Ideal participants are organizational leaders, both staff and board members, who are responsible for leading change efforts at their organizations.

Session

9/18 - Session 1
 

Presenter Bio(s)

Makiyah Moody

Makiyah Moody
La Piana Consulting

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