Workshops

2020 Nonprofit Conference & Expo Workshops

 

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.

Workshop Time

1:00 - 2:15 PM
 

Presenter Bio(s)

Beth Saunders & Duncan McGovern

Beth Saunders & Duncan McGovern
Beth Saunders Associates & Pedal Lucid

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

Workshop Time

1:00 - 2:15 PM
 

Presenter Bio(s)

Gina C. Genest

Gina C. Genest
The Mindful Zone

Managing Through Crises and Preparing for 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. To avoid these disasters the ED and Board need to anticipate and collaborate in preparing for the unexpected.

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

Participants will

  • Understand some of the issues that can lead to crises and distractions in nonprofit organizations
  • Why they might, unintentionally, be allowed to occur and how they might be prevented
  • 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.

Workshop Time

11:00 - 12:15 PM
 

Presenter Bio(s)

David Harris & Frank Reece

David Harris & Frank Reece
Interim Executive Solutions

Arming Nonprofits Against Cyber Warfare

Cyber-attacks present a serious risk to all business entities including nonprofit organizations. While leveraging today’s technology offers new ways for businesses to create value, the constant connectivity and data sharing also creates new opportunities for information to be compromised. We will explore some of the more notable developments in the battle to combat cyber-risks.

This session will provide an overview of the current threat landscape, especially how it pertains to nonprofit organizations. We will discuss the various types of cyber-attacks and the potentially devastating effects on an organization should it become a victim.

While the threat is real, the good news is that there are tools available that can help an organization mitigate the risk. We will discuss the importance of practicing cyber hygiene as well as best practices and necessary steps towards preventing cyber-attacks.

The goal of this workshop is to further educate participants on the current threats we see and the potential damage to the organization. One of the most important elements of a strong security strategy is ongoing employee education. In describing the threats, we will review some basic "do's and don'ts," that all employees need to be aware of in order to avoid facilitating a cyber-attack.

Participants will:

  • Walk away with a deeper understanding of the cyber threat they are facing,
  • Better understand the importance of having a strong security policy and plan
  • Lean about steps that can be taken immediately to improve their security posture
  • Learn about tools and services available to further protect the organization from cyber-attacks

Audience

All job types and skill levels

Workshop Time

11:00 - 12:15 PM
 

Presenter Bio(s)

Chuck Mosca

Chuck Mosca
Broadleaf Services, Inc

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.

Workshop Time

9:15 - 10:30 AM
 

Presenter Bio(s)

Chris Conroy

Chris Conroy
Heartwood Media, Inc

Rocking it as Board Chair: A workshop for Executive Directors, Board Chairs and Future Board Chairs

Perhaps one of the most difficult – yet fulfilling – roles in the nonprofit universe is that of the board chair.

Unlike other leadership positions, the board chair’s goal is to facilitate the success of a group of other leaders to govern and make sound decisions as a whole, not as individuals, and on behalf of an organization they do not work for and are not involved in the day-to-day operations of.

In addition, there is only one employee the board oversees and your job is to partner with this employee to develop the board’s highest potential and keep their focus on governance, strategy and fiscal soundness.

It’s a heady task, one that calls for skillful facilitation, high-level strategic sensibilities and a keen sense of how to build a dynamic team.

This workshop will involve case studies, interactive discussion and the sharing of resources and tactics to advance the skills and knowledge of executive directors, board chairs and future chairs.

Audience

Board Chairs, Future Board Chairs and Executive Directors

Workshop Time

3:45 - 4:45 PM
 

Presenter Bio(s)

Mary Ellen Jackson

Mary Ellen Jackson
Mary Ellen Jackson Consulting

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.

Workshop Time

1:00 - 2:15 PM
 

Presenter Bio(s)

Amity Ollis

Amity Ollis
Lifeboat Accounting, PLLC

Fundraising Isn’t about Money! Creating a Human-Centered Development Program

For organizations starting their first development program or those who want to expand upon an existing one, it’s critical to understand where to apply resources and what’s most important to a successful program. Too often, organizations focus solely on bringing in more money, rather than building the relationships that are critical to both short- and long-term sustainability.

This session will:

  • Provide participants with an overview of all of the elements of a development operation
  • Discuss which ones are most critical to have and why
  • Dive into some of the lesser-known factors that make some programs more successful than others

Participants will:

  • Learn how to integrate fundraising throughout their organizations.
  • Understand why it is important to ensure that their fundraising program is centered around people rather than money and how to leverage that for successful philanthropic engagement.
  • Learn what makes up a solid development program, including all program elements and tools, but especially how relationship-building and story-telling serve as the framework through which all fundraising should happen.
  • Take away specific information about how to launch and build a good program
  • Understand the critical things to implement and how to integrate the development operation throughout the organization

Small or start-up organizations will have a road map of what to put in place as they initiate fundraising for the first time, and more established organizations will understand what they need to build upon in order to be more successful in raising money.

Audience

Executive directors, development directors and board members of small- and mid-sized organizations

Workshop Time

1:00 - 2:15 PM
 

Presenter Bio(s)

Maryann LaCroix Lindberg, CFRE

Maryann LaCroix Lindberg, CFRE
Philanthropy Resource Group

Living and Working in a Multigenerational World

In our communities and work, we interact with people of all ages, yet stereotypes about age often limit our expectations and experiences. The World Health Organization defines ageism as “…the stereotyping and discrimination against individuals or groups on the basis of their age.” While frequently linked with attitudes towards older adults, our biases can affect perceptions about any age group. There are 5 generations currently in the workforce. Using a variety of learning tools, activities and discussions, we will explore perspectives and biases about different ages, along with ways to overcome those feelings to enjoy more inclusive life and work experiences.

Participants will:

  • Understand how our life experiences and personal identity affect biases we have
  • Explain how “ageism” can affect our interactions with others
  • Develop a personal action plan for interacting and working with people of all generations

Audience

All job types and skill levels

Workshop Time

9:15 - 10:30 AM
 

Presenter Bio(s)

Sharon Cowen

Sharon Cowen

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.

Workshop Time

9:15 - 10:30 AM
 

Presenter Bio(s)

Alyssa Wright

Alyssa Wright
Alyssa F Wright Consulting

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.

Workshop Time

2:30 - 3:30 PM
 

Presenter Bio(s)

Makiyah Moody

Makiyah Moody
La Piana Consulting

Proven Methods for Enhancing Board Engagement

One of the single most important factors in the success of a nonprofit is the ability of the Board to be engaged, dynamic and adaptable. In order to think beyond traditional governance to ensure organizational viability, an engaged Board builds clear plans and remains focused on three primary roles: Strategy, Financial viability, and CEO oversight. This type of Board demonstrates the correct balance between support, particularly in strategy and development, while recognizing that the operation of the organization rests with the CEO and staff.

This session offers 3 methods, each applicable to unique organizations, [KW1] of increasing Board engagement to achieve greater impact. This includes how to:

  • Establish clearly defined roles,
  • Shape focused agendas
  • Improve communication to strengthen the foundations of teamwork.

Participants will

  • Master key strategies in working collaboratively to establish roles, responsibilities, and level of engagement while building a governance structure that is more focused and effective
  • Have action items specific to their organization that they can take back with them

Audience

Any CEO/Executive Director, staff member who interacts with the Board, or member of the Board. Concepts are applicable to any nonprofit regardless of size or focus.

 

Workshop Time

2:30 - 3:30 PM
 

Presenter Bio(s)

Greg Smith

Greg Smith
Curtis Strategy

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.

Workshop Time

2:30 - 3:30 PM
 

Presenter Bio(s)

Jayme H Simoes & Michael Conway

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

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

Workshop Time

11:00 - 12:15 PM
 

Presenter Bio(s)

Jayme H. Simões & Robin Schell

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

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. The workshop will also feature a panel of local nonprofit and community business leaders , allowing participants to get a mixed perspective through the lens of the “what’s in it for me?” question.

Audience

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

Workshop Time

3:45 - 4:45 PM
 

Presenter Bio(s)

Sarah Andrews

Sarah Andrews
Sarah J. Andrews Coaching & Consulting

Sabbaticals as Leadership Development

The Sabbatical Program is a cost-effective way to develop leadership at all levels, improve organization resilience and retain talented staff. In this workshop, participants will have the opportunity to hear firsthand from the Community Loan Fund how the program works including the design and implementation of the sabbatical policy. There will be opportunity to interact with colleagues who have taken or covered for colleagues and explore how to prepare for a sabbatical to achieve maximum results for the organization.

This program is an opportunity to build bench strength in the organization because while the employee is out on sabbatical getting recharged, those covering the sabbatical are learning new skills and getting crossed trained, which in turn strengthens the organization. This is a win-win for the organization and its colleagues.

Participants will learn how to:

  • Make the case for this personnel policy to your board
  • Identify what problems it can solve
  • Hear about why it’s even better for the organization than it is for the staff

Participants will see how this program can be a tool that can help develop and retain talented employees.

Audience

All participants could benefit but ideally ED’s and CEO’s – decision makers; it could also be someone from the organization who is not a decision maker that can take it back as an idea for their organization.

Workshop Time

3:45 - 4:45 PM
 

Presenter Bio(s)

Juliana Eades

Juliana Eades
New Hampshire Community Loan Fund

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.

Workshop Time

9:15 - 10:30 AM
 

Presenter Bio(s)

Janet Davis & Wyatt Davis

Janet Davis & Wyatt Davis
Clarkson Davis

“So what exactly do you do all day?” Reconfiguring your development program for greater effectiveness, efficiency, and happiness

The most common complaint from nonprofit development staff is that they don’t have enough time – and much of that time is spent on relatively unproductive activities. Often, we do things this year because we did them last year, and we’ve lost track of why. This is especially true of special events, which, when managed correctly, serve an important purpose, but can take on a life of their own, create stress, dominate your calendar, and yield paltry results.

You’re not the only one feeling this way. Your donors, too, feel harried by all your events. They have become transactional customers of yours, and not your partners and friends. Meanwhile, they are sending their larger gifts to organizations that have figured out how to develop real relationships.

This workshop will help you analyze your own development program, to slay the “events beast” that’s eating you alive, and to focus on the kinds of activities that will yield stronger short- and long-term results. You’ll have a better sense of where you’re going, and how to gain some traction for those first difficult steps in the right direction.

Participants will:

  • Gain the tools (and the courage) to analyze their development activities and take steps to streamline/reconfigure them.
  • Explore the true costs of fundraising events including the cost of what’s NOT being done because of the time demands of the event.

Audience

CEOs, development directors, development staff, board members, and perhaps communications and finance staff from organizations of all sizes.

Workshop Time

11:00 - 12:15 PM
 

Presenter Bio(s)

Al Cantor

Alan Cantor
Alan Cantor Consulting LLC

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.

Workshop Time

1:00 - 2:15 PM
 

Presenter Bio(s)

Michele Levy

Michele Levy
ML Brand Strategy Consulting

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.

Workshop Time

1:00 - 2:15 PM
 

Presenter Bio(s)

Thomas S. Burack

Thomas S. Burack
Sheehan Phinney Bass & Green, PA

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.

Workshop Time

2:30 - 3:30 PM
 

Presenter Bio(s)

Saleha Walsh & DaQuall Graham

Saleha Walsh & DaQuall Graham
Insource Services, Inc

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.

Workshop Time

9:15 - 10:30 AM
 

Presenter Bio(s)

Lynn Post & Claire Larrabee

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

Crossing the Threshold: Getting Your Organization Ready

At some point we all cross the threshold from a mission-filled life as a nonprofit leader to a new life -- be it retirement, fulfilling a new passion, family care, for-profit work, or travel and adventure. This session is an occasion to share with others the joys and anxieties of leaving nonprofit work, to assess organizational vulnerabilities, and determine what steps are necessary for your organization's sustainability beyond your tenure. For those not sure about their wrap-up date, this session is a chance to understand best practices in the preparing-to-leave process, communication timing, and approaches to getting staff ready. Board members can also learn about their role in supporting an organization in a time of nearing transition.

Participants will:

  • Begin to demystify the process of leaving a leadership role after many years of service
  • Learn about good practices for a smooth transition
  • Complete an assessment of what makes their organization vulnerable should they leave
  • Leave with an action plan to complete on immediate steps to take back home
  • Understand the timeline for communicating their plans to leave.

Audience

Executive Directors, especially Baby-Boomers and retiring execs; Senior staff in key, decision-making positions, Board members with an ED nearing a potential transition 

Workshop Time

3:45 - 4:45 PM
 

Presenter Bio(s)

Nancy N Jackson

Nancy N Jackson
Eos Transition Partners

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.

Workshop Time

2:30 - 3:30 PM
 

Presenter Bio(s)

Angela Zakon

Angela Zakon
Leone, McDonnell & Roberts, PA

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.

Workshop Time

11:00 - 12:15 PM
 

Presenter Bio(s)

Kathy DesRoches & Tina Sharby

Kathy DesRoches & Tina Sharby
Granite State College & Easterseals

Tax Update for Nonprofits: What’s the Latest?   

This workshop will provide an overview of the accounting changes agencies need to be aware of in 2020. From the auditing perspective, presenters will reflect on lessons learned from the implementation of the not-for-profit reporting standard, discuss what’s happening now with regard to revenue recognition, and look to the future and the implementation of the new lease standard. Presenters will share perspectives from the tax side, addressing "red flag areas" on the 990 as the IRS continues to hone their data driven approach to audits. In addition, they will discuss unrelated business income, and take a deep dive into the area of lobbying vs. political expenditures.

Audience

Executive Directors, finance staff and board members

Workshop Time

9:15 - 10:30 AM
 

Presenter Bio(s)

Katharine Balukas & Melissa Magoon

Katharine Balukas & Melissa Magoon
BerryDunn

Leveraging Your Balance Sheet – Using Established Finance Tools to Advance Your Organization's Mission and Increase Impact

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:

  • Discuss what lies behind why nonprofits rarely use debt to advance their mission
  • Introduce new ways to build financial management capacity
  • Share experiences where debt has proven useful. 

After outlining a range of financial capacity-building strategies, we will break into small group discussions 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.  Tables will be organized around particular scenarios so that you can choose the topic and group to best help you to move forward and gain confidence in your financial assessment capabilities.   The goal is to facilitate you doing a good analysis so that you leave better equipped to differentiate between good debt and bad debt. 

Participants will:

  • Become more familiar with how to assess then build financial capacity
  • Explore how to build a framework 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
  • 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.

Workshop Time

11:00 - 12:15 PM
 

Presenter Bio(s)

Kevin Peterson & John Hamilton

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

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

Workshop Time

2:30 - 3:30 PM
 

Presenter Bio(s)

Sondra Lintelmann-Dellaripa and Scott Selig

Sondra Lintelmann-Dellaripa and Scott Selig
Harvest Development Group

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.

Workshop Time

3:45 - 4:45 PM
 

Presenter Bio(s)

Steve Varnum & Mat Solso

Steve Varnum & Mat Solso
New Hampshire Community Loan Fund

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