Nonprofit Conference and Expo 2023

NH Nonprofit Conference & Expo 2023

PLEASE NOTE: The 2023 NH Nonprofit Conference & Expo is now full. Please sign up below to be added to our wait list and we will notify you if a spot becomes available. 

The 2023 NH Nonprofit Conference & Expo is designed to help nonprofits invest in their most valuable asset: their staff. Whether you are an experienced executive, seasoned practitioner, or emerging leader, this conference will provide you with the skills and tools needed to succeed at every stage of your career.

This professional development and networking event brings together nonprofit staff, board, volunteers, supporters, and funders to inspire and be inspired, share ideas, and discuss solutions to strengthen their work in the communities they serve.

Workshops will be presented on a variety of topics including organizational culture, leadership development, governance, marketing, fundraising, finance and more.

Registration

DATE

May 18, 2023

TIME

8:30AM-4:15PM

LOCATION

Grappone Conference Center, Concord

FEES:

Member Rate - $ 175.00, Not-yet-member Rate - $ 300.00
Additional people from the same organization receive an additional $25 off (when you register at the same time).

 

Conference Details

Workshops by Category

Workshop Title Presenters Workshop Category
Compliance Check: Must-have Policies and Best Practices for Nonprofit Organizations Amity Ollis
Lifeboat Accounting, PLLC
Board Governance/Leadership
What’s on the Agenda? Keeping Strategy Front and Center with Your Board Alan Cantor
Alan Cantor Consulting LLC
Board Governance/Leadership
Planning For Continuity In An Era Of Staff, Leadership And Board Transitions David C Harris & Sarah Bingman Schott
Interim Executive Solutions
Board Governance/Leadership
A Board Members Guide to Understanding Financial Statements, Finances, and Financial Reporting Requirements, Including Assurance Engagements and Form 990 Alan Duhaime & Marrissa MacLeod
Baker Newman Noyes
Board Governance/Leadership
The Role of Organizational Agility in Nonprofit Organizations Dr. John D. Lloyd
Agile Consulting Group
Executive Leadership
Women in Leadership; Rewiring Self Doubt to Elevate Leadership Sheila Lambert
Lambert Leadership Coaching
Executive Leadership
So, You Have a Strategic Plan, Now What? Jaime Hoebeke & Brittany Little
Pear Associates
Executive Leadership
Understanding Burnout and Impacts on Your Leadership Lorraine Connell & Karen Pambianchi
Peers not Fears & Swiftwater Life Coach
Executive Leadership
Leveraging Your Form 990 to Showcase Your Strengths Abby Lamothe & Ryan Maran
Leone, McDonnell & Roberts, PA
Financial Management
Elevate Your Financial Conversations for Future Success Carolanne Caron
Carolanne Caron, CPA, PLLC
Financial Management
Federal Grants Management 101 Sandra Magri
Your Part-Time Controller, LLC
Financial Management
Budget Management for Nonprofits Maureen Miller
Maureen Miller, LLC
Financial Management
Planning and Enhancing your Organization’s Donor Stewardship Activities Sarah Andrews
Andrews Consulting
Fundraising/Development
Collaborative Office Hours: Learnings from 20 Years of Grant Seeking and Making Jessica Quinn
Putnam Foundation
Fundraising/Development
From Big Ideas to Big Impact: Translating a Strategic Plan into a Campaign Vision and Activation Plan Beth Sigman & Stacey Summerfield
CCS Fundraising & Kimball Union Academy
Fundraising/Development
The Immediate ROI from Cultivating Long-Term Donor Relationships Peter H Congleton
Heaton Smith Group
Fundraising/Development
Build Your Brand: Essential Tools for Nonprofits Lisa Leidy
Square Spot Design
Marketing and Communications
The New Rules of Marketing for Nonprofits Jayme Simoes
Louis Karno & Company
Marketing and Communications
Making the Shift to Asset-Based Communication in Your Organization Kelly Laflamme & Keliane Totten
Pear Associates
Marketing and Communications
How to Make a Podcast Hannah McCarthy & Nick Capodice
New Hampshire Public Radio
Marketing and Communications
Take it to the Tech! Understanding Smart Ways to Utilize Technology from Programs to Fundraising Alyssa Wright & Kristin Leutz
Wright Collective & Petra Impact Partners
Operations and Technology
How to Protect Your Organization from Data Breaches Russell Greenwald & Lorelei Olson
Insource Services
Operations and Technology
How to Have Difficult Conversations James T McKim
Organizational Ignition
Organizational Culture
People, Productivity, and Attention: Getting and Being the Best at Work Peter Anderson
Inner Citadel Consulting
Organizational Culture
Two Words to Help you Foster Inclusiveness, Build Community, and Boost Productivity Anna Adachi-Mejia
Adachi Labs, LLC
Organizational Culture
Supporting and Developing Staff in Challenging Times Kellie Wardman
DBD Group
Organizational Culture

Workshop Details

Budget Management for Nonprofits

This session will focus on budget roles & responsibilities, different types of budgets, the budget timeline, the cyclical budget process, and budget implementation. We will review Excel budgets including budget to actual, revenue summary & detail sheets, and personnel & non personnel expense summary & detail sheets.

Learning Objectives

  • Understand the importance of budget planning 
  • Set their organization's budget timeline 
  • Implement an effective budget process

Ideal Audience for this workshop

  • Executive Leadership
  • Supervisors
  • Staff

Skill Level of the audience

  • Beginner Level

What size Organization is this session appropriate for?

  • Mid-size organization 11-50 employees
     

Session: Session 2
 

Presenter Bio(s)

Maureen Miller
Maureen Miller

What’s on the Agenda? Keeping Strategy Front and Center with Your Board

At the end of nonprofit strategic planning retreats, it’s common to hear board members say, “Let’s not let our strategic plan sit on the shelf!” But that’s exactly where most strategic plans sit – only to be taken down once a year or so for a perfunctory review. 
 
This approach may be common, but it’s far from ideal. Strategy is central to the work of a board. Strategy shouldn’t be a forgotten topic, to be touched on only when the schedule allows. This session will focus on how nonprofits can integrate the strategic plan into every board meeting. For many organizations, doing that properly means revamping traditional agendas, letting go of report-outs, and pulling away from operational issues. It also requires the staff and the board leadership to commit to more intensive meeting preparation than they have had to do in the past. 
 
Change is hard – but making this shift is worth it, if that means having a board that’s engaged and helping guide the organization on the big issues. In this session we’ll work to understand what this meeting transformation looks like – and how YOUR organization can get to that higher strategic level.

Learning Objectives:

  • Better understand the development and use of strategic planning  
  • Better understand what boards should be focusing on in their work  
  • Revise board agendas to make strategy a central part of every meeting

Ideal Audience for this workshop

  • Board
  • Executive Leadership

Skill Level of the audience

  • Beginner Level
  • Intermediate level
  • Advanced level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees

Session: Session 1
 

Presenter Bio(s)

Alan Cantor - Alan Cantor Consulting
Alan Cantor - Alan Cantor Consulting

How to Have Difficult Conversations

Someone says something to you that is disrespectful of your heritage. You witness behavior that has sexist overtones. You observe a conversation where someone demeans a person because of their racial identity. Besides your legal and organizational policy obligations, you need to have a difficult conversation with the person who caused the affront. But how do you have that conversation in a kind and effective way that has a positive outcome?    

Combining recent research by cognitive neuroscientists such as Dr. Lara Boyd and Dr. Michael Gazzaniga;  conversation experts such as Douglas Stone and Bruce Patton; and discriminatory behavior experts such as Resmaa Menachem, and Iris Bohnet this session will use videos and activities to give you insights into when and how to have these difficult conversations as well as tips on what to do when you see a discriminatory situation occurring.

Learning Objectives

At the end of this session participants will be able to:  

  • Describe why offensive situations arise 
  • Feel the role trauma plays in contentious situations
  • Determine when to have difficult conversations 
  • Identify the three  conversations in a difficult conversation 
  • Leverage the steps for having a difficult conversation

Ideal Audience for this workshop

  • Board
  • Executive Leadership
  • Supervisors
  • Staff
  • Volunteers

Skill Level of the audience

  • Beginner Level
  • Intermediate level
  • Advanced level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 4
 

Presenter Bio(s)

James T McKim - Organizational Ignition
James T McKim - Organizational Ignition

Planning For Continuity In An Era Of Staff, Leadership And Board Transitions

Planned and unplanned absences and turnover are a reality most nonprofits face these days This places a higher premium on retaining staff and planning for business continuity and succession This workshop will explore strategies nonprofits are using to retain staff, develop backup capabilities, and, when they occur, capitalize on transitions as opportunities for individual and organizational growth.

Some topics will include:  

  • Developing a skills inventory  
  • Crosstraining and building the capacity of the team  
  • Retention strategies for staff and leadership  
  • Fostering Diversity, Equity, inclusion and Belonging  
  • Planning for inevitable turnover  
  • Preparing the organization for leadership transitions  
  • Challenges of following longtime leaders and how to overcome them  
  • When to consider interim leadership and who should fill the role  
  • Strategies for ensuring Board leadership continuity

Learning Objectives:

  • Understand the conditions required for smooth transitions  
  • Know the questions nonprofits should ask regularly to ensure such conditions  
  • Have strategies to achieve such conditions and backup plan should they not exist 

Ideal Audience for this workshop

  • Board
  • Executive Leadership
  • Supervisors

Skill Level of the audience

  • Intermediate level
  • Advanced level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees

Session: Session 2
 

Presenter Bio(s)

David Harris - Interim Executive Solutions
David Harris - Interim Executive Solutions Sarah Bingman Schott
Sarah Bingman Schott

Understanding Burnout and Impacts on Your Leadership

This facilitated conversation will include small-group breakout discussions and full-group engagement as Lorraine and Karen explore burnout and the impact it has on your leadership. Working in non-profits can feel like a 24-7 job. Tackling burnout begins with boundaries. Reevaluating boundaries is only sometimes a top priority, and it's key to thriving in your life every day. We'll explore how to recognize burnout, what’s really important when to reset existing boundaries, how to implement new limits and accountability tools and how all this impacts you as a leader. 

Learning Objectives

  • Combatting and preventing burnout 
  • Standing firm through healthy and practical boundaries 
  • Rediscovering your why

Ideal Audience for this workshop

  • Executive Leadership
  • Supervisors

Skill Level of the audience

  • Beginner Level
  • Intermediate level

What size Organization is this session appropriate for?

  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 3
 

Presenter Bio(s)

Lorraine Connell - Peers not Fears, LLC
Lorraine Connell - Peers not Fears, LLC Karen Pambianchi - Swiftwater Life Coach
Karen Pambianchi - Swiftwater Life Coach

Elevate Your Financial Conversations for Future Success

Have you ever walked into your meeting, been handed financial information with no explanation, and been expected to know how to use that information to grow the organization?  Finances don't have to be boring, when analyzed correctly, they can fuel your success.    This workshop will help you understand how to take that historical data and apply it to achieve future goals.  Join this session to walk away with tools you can implement immediately in your organization and develop a roadmap for the future.

Learning Objectives

  • Review financial data with confidence
  • Apply the financial data to the future goals
  • Create a roadmap to get to the goals.

Ideal Audience for this workshop

  • Board
  • Executive Leadership

Skill Level of the audience

  • Beginner Level
  • Intermediate level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 1
 

Presenter Bio(s)

Carolanne Caron, CPA - Carolanne Caron, CPA, PLLC
Carolanne Caron, CPA - Carolanne Caron, CPA, PLLC

People, Productivity, and Attention: Getting and Being the Best at Work

"We don't rise to the level of our goals, we fall to the level of our training." The CDC recently reported that while US businesses lost 225 billion last year from absenteeism at work, they lost 1,500 billion to loss in productivity from the kinds of attention deficit, stress, anxiety, poor leadership, information overload, digital distraction that are pervasive in our modern workplace. The US Surgeon-General has identified mental wellness in the workplace as a critical issue for US employers. Organizational mindfulness (it's not meditation) offers specific, targeted strategies and practices to ease stress, promote focus and develop capacity to recover from adversity, all backed by a science-based and proven approach. Come and learn about the basic science of your brain at work, learn some practices and strategies designed to limit the effect of non-productivity, stress, and digital distraction, and raise your level of training to meet the demands of today's workplace AND workforce.

Learning Objectives

  • Understand the effect of stress on the brain and nervous system  
  • Practice several kinds of exercises to relieve specific problems in the workplace

Ideal Audience for this workshop

  • Executive Leadership
  • Supervisors
  • Staff

Skill Level of the audience

  • Beginner Level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 3
 

Presenter Bio(s)

Peter Anderson - Inner Citadel Consulting
Peter Anderson - Inner Citadel Consulting

Planning and Enhancing your Organization’s Donor Stewardship Activities

This interactive session will focus on enhancing donor stewardship activities through tactical planning and intentional follow through. These activities are meant to improve your organization’s thank you processes and develop deeper relationships with your key donors. We will work on impact reporting through powerful nonprofit storytelling strategies. Along the way, you will identify ways to include staff and board members in your stewardship plan. This session is designed for nonprofit leaders and board members and fundraising staff.

Learning Objectives

  • Tactically plan more stewardship activities 
  • Develop a first time donor program 
  • Manage a targeted thank-a-thon

Ideal Audience for this workshop

  • Board
  • Executive Leadership
  • Staff

Skill Level of the audience

  • Intermediate level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
     

Session: Session 1
 

Presenter Bio(s)

Sarah Andrews - Andrews Consulting
Sarah Andrews - Andrews Consulting

Supporting and Developing Staff in Challenging Times

It’s not easy to be an employer of choice in today’s competitive market. Yet non-profit organizations bring unlimited opportunities to grow stronger, deeper and more holistic connections with staff. This session will dive into five strategies for supporting, engaging, and developing your employees. We will explore some simple activities and ways to deepen your staff’s connection to your organization’s mission, vision, and values. We will also talk about powerful ways to make existing staff meetings more meaningful, making better and more strategic use of time you are already spending together. The workshop will also dive into leveraging coaching conversations with your team members—how exactly do you go about that? Explore some quick and easy suggestions for how to think like a coach as you lead. This includes discussing a process to integrate professional development into your workplace—moving beyond just performance evaluations. And finally, gratitude is everything—so we will also brainstorm creative ways to recognize and thank staff. Together, we will discuss how investing in leadership development can be a powerful motivator for new generations.

Learning Objectives

  • Connect all staff more deeply to their organization's mission, vision, and values 
  • Make better use of time together in staff meetings 
  • Know how to hold coaching conversations with staff

Ideal Audience for this workshop

  • Executive Leadership
  • Supervisors
  • Staff

Skill Level of the audience

  • Beginner Level
  • Intermediate level

What size Organization is this session appropriate for?

  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 2
 

Presenter Bio(s)

Kellie Wardman - DBD Group
Kellie Wardman - DBD Group

Collaborative Office Hours: Learnings from 20 Years of Grant Seeking and Making

For me, one of the key sources of knowledge at conferences has often come from conversations outside of the formal sessions: in informal conversations at lunch or over coffee. It is through those conversations that I have found kindred spirits, have discovered that I'm not in this work alone, and have realized that someone else has already navigated what I am going through and has wisdom to share.    

In this "Collaborative Office Hours" session, I will share some of the key knowledge I have learned from 20 years in grant seeking (as a non-profit leader and fundraiser) and now working with a grant maker (a NH-based Foundation). And just as important (if not more so), the session will also provide space for participants to ask questions of me and of each other, and share peer-to-peer advice and insight.

Learning Objectives

  • Identify at least one new resource for support.   
  • Make at least one new connection.   
  • Learn at least one new, helpful thing.

Ideal Audience for this workshop

  • Board
  • Executive Leadership
  • Staff

Skill Level of the audience

  • Beginner Level
  • Intermediate level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
     

Session: Session 3
 

Presenter Bio(s)

Jessica Quinn - Putnam Foundation
Jessica Quinn - Putnam Foundation

Two Words to Help you Foster Inclusiveness, Build Community, and Boost Productivity

Two words can help you foster inclusiveness, build community, and boost workplace productivity. Learn about those two words and try them out! Through improvisational exercises, we will see how words shift the energy of the room. We will experience the innovation that happens when we create comfortable, fun spaces for people to show up as themselves.    

Have you heard words like, “we’ve tried that already,” or, “that will never work,” or, “that’s not possible here” at your workplace? How do we instead invite professional experiences that welcome cooperation, creativity, and innovation? The experience of the pandemic highlighted the need for today’s leaders and team members to practice flexibility in the workplace. And, increasing interest in supporting workplace diversity, equity, and inclusion efforts invites the possibility of welcoming new ways of being.    

A ground rule of improvisation is that the people involved are committed to lifting each other up – that we are helping our colleagues to ‘look good’ – and where laughter is not experienced at the expense of someone else. Join this workshop to try out a new way for you and your colleagues to feel heard and appreciated. And be ready to laugh too.

Learning Objectives

After attending this workshop, participants will be able to

  • understand the impact of their words on workplace culture 
  • describe the key ingredients that set the stage for brainstorming versus editing
  • welcome safe laughter to their workplace

Ideal Audience for this workshop

  • Board
  • Executive Leadership
  • Supervisors
  • Staff
  • Volunteers

Skill Level of the audience

  • Beginner Level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Large organization >50 employees

Session: Session 1
 

Presenter Bio(s)

Anna Adachi-Mejia - Adachi Labs, LLC
Anna Adachi-Mejia - Adachi Labs, LLC

So, You Have a Strategic Plan, Now What?

Many nonprofit organizations have a strategic planning process that creates a plan with ambitious goals to guide them into the future. However, what they do with this plan once it is created is often lost in the process. Without a doubt, it can be daunting to implement strategic goals given the interruptions of day-to-day operational needs that require immediate attention. With that said, a strategic plan that ‘sits on the shelf’ is both a waste of time and money and can negatively impact the motivation and morale of the leadership team, staff, and Board who are now deflated by inaction. This session will focus on outlining an approach for moving your strategic plan to action using proven methods and tools that facilitate and coordinate activities for success. When approached methodically, activities can be organized into actionable steps to make the implementation process both attainable and worthwhile.

Learning Objectives

  • Describe a stepwise approach for moving strategic plans to action.    
  • Identify key methods and tools for implementing strategic plan goals and objectives.

Ideal Audience for this workshop

  • Board
  • Executive Leadership

Skill Level of the audience

  • Beginner Level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
     

Session: Session 4
 

Presenter Bio(s)

Jaime Hoebeke - Pear Associates, LLC
Jaime Hoebeke - Pear Associates, LLC Brittany Little - Pear Associates, LLC
Brittany Little - Pear Associates, LLC

Women in Leadership; Rewiring Self Doubt to Elevate Leadership

During this interactive workshop participants will hear current research on common themes that Women leaders face in nonprofit leadership.  A combination of lecture, interactive self-reflection and small group exercises will be incorporated into this presentation so that participants can apply concepts to real life issues. Client cases and personal stories from facilitator will be added to enhance learning.  Content will be shared; discussions and activation work will be done in a combination of lecture and small group discussion.

Learning Objectives

After attending this workshop participants will be able to 

  • Identify self-defeating thoughts that are keeping leaders stuck 
  • Define steps and strategies to rewire thoughts to move forward 
  • Create individualized action plan to remove negative thoughts and take a step forward in leadership

Ideal Audience for this workshop

  • Executive Leadership
  • Supervisors
  • Staff

Skill Level of the audience

  • Beginner Level
  • Intermediate level
  • Advanced level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 1
 

Presenter Bio(s)

Sheila Lambert - Lambert Leadership Coaching, LLC
Sheila Lambert - Lambert Leadership Coaching, LLC

Making the Shift to Asset-Based Communication in Your Organization

Today’s nonprofit leaders seek to create inclusive and welcoming organizations in the communities where their work happens. How we communicate about our work internally and externally shapes organizational culture and public perception. If we emphasize risks or deficits, we communicate a sense of helplessness or failure.     In this session we will explore strategies to shift from communication that calls out what needs to be fixed to language that spotlights the existing good we can build on to advance our missions. By changing the way we talk about the people and communities with whom we work, we can open our doors to more people. When people feel welcome and valued, we all succeed.    

Session participants will learn core concepts of asset-based messaging and try them out in small groups. They will create a draft message to advance their organizational mission and identify concrete steps to begin making the shift within their communication.

Learning Objectives

  • Articulate the value of using asset-based messaging in organizational communication.   
  • Identify a strategic goal for implementing asset-based messaging in their organization.   
  • Develop an effective asset-based message that advances their organizational mission.

Ideal Audience for this workshop

  • Executive Leadership
  • Staff

Skill Level of the audience

  • Intermediate level
  • Advanced level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees

Session: Session 2
 

Presenter Bio(s)

Kelly Laflamme - Pear Associates
Kelly Laflamme - Pear Associates Keliane Totten - Pear Associates
Keliane Totten - Pear Associates

The Role of Organizational Agility in Nonprofit Organizations

In today’s world, continuous change is the rule rather than the exception. Leaders need to understand the driving forces of change (e.g. politics/elections, economy, social impact funding, workforce/virtual work environment). These varied forces of change have contributed to a growing interest in organizational agility for both practitioners and researchers. While organizational agility has been, and continues to be, primarily associated with for-profits, this training will provide a framework for how nonprofits can incorporate organizational agility into their strategic management philosophy.

Learning Objectives

  • Assessing organizational agility — a framework for evaluating agility     
  • Organizational agility as part of the strategic planning process     
  • Practice implications for nonprofit boards and leadership

Ideal Audience for this workshop

  • Board
  • Executive Leadership
  • Supervisors
  • Staff

Skill Level of the audience

  • Intermediate level
  • Advanced level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees

Session: Session 2
 

Presenter Bio(s)

 Dr. John D. Lloyd - Agile Consulting Group, LLC
Dr. John D. Lloyd - Agile Consulting Group, LLC

Federal Grants Management 101

In fiscal year 2022 alone, 26 different federal agencies awarded over 56,000 grants to charitable organizations. If your organization already receives federal funding or just received your first award, join us for this introductory session on federal grants, where we will share how to prepare for and manage federal funding. We will also review best practices in federal grants management.

Learning Objectives

  • Summarize the Uniform Guidance that governs federal grants policies, and common pitfalls to avoid.  
  • Describe grants management policies and procedures that your nonprofit will need to have in place in order to effectively implement, report, and closeout a federal award. 
  • Discuss best practices for setting up your accounting system to manage direct and indirect costs on federal and non-federal awards

Ideal Audience for this workshop

  • Board
  • Executive Leadership
  • Supervisors
  • Staff

Skill Level of the audience

  • Beginner Level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 3
 

Presenter Bio(s)

Sandra Magri, YPTC
Sandra Magri, YPTC

A Board Members Guide to Understanding Financial Statements, Finances, and Financial Reporting Requirements, Including Assurance Engagements and Form 990

Fulfilling your mission and meeting the needs of your community can be a challenging endeavor, and the added task of understanding financial statements, finances, and reporting requirements can feel overwhelming. Whether you would like a refresher, or are new to nonprofit management or board oversight, this session will help participants gain an understanding of their financial statements, important ratios, and governance. It will also provide an overview of roles and responsibilities for an organization’s management team and board members, highlighting the internal controls organizations need to have in place. Additionally, the session will outline warning signs to look out for, and applicable regulatory requirements that are important to adhere to. Al will use relevant examples and case studies to illustrate common themes in nonprofit financials. He will also touch on recent changes in accounting standards, as well as how the state of the economy might impact organizations and implementable strategies to prepare for a possible downturn.

Learning Objectives

  • Understand their balance sheet and financial statements    
  • Understand roles and responsibilities of board members and management      
  • Understand internal controls, regulatory requirements, and best practices

Ideal Audience for this workshop

  • Board
  • Executive Leadership

Skill Level of the audience

  • Beginner Level
  • Intermediate level
  • Advanced level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 4
 

Presenter Bio(s)

Alan Duhaime - Baker Newman Noyes
Alan Duhaime - Baker Newman Noyes Marrissa MacLeod - Baker Newman Noyes
Marrissa MacLeod - Baker Newman Noyes

Leveraging Your Form 990 to Showcase Your Strengths

We understand your passion for sharing your mission with others. Do you find that there are certain business tasks that need to be completed that feel as though they take us away from the joy of promoting your nonprofit? Time to look at one of those mundane tasks a little differently.    

We all know that each year we have to file an information return (Form 990) but we seldom realize how meaningful that form can be to our organization. Did you know there are ways to utilize the Form disclosures to help promote and share your mission…to spotlight the good work your organization is doing?    

Make the ordinary extraordinary for your organization. We will show you how to take full advantage of the opportunity to message using your disclosure responses to impact donors, stakeholders, grant makers, potential board members, volunteers and more.    Join us to learn how to use the 990 as a marketing tool to highlight your organization and emphasize the meaningful contributions to the communities you serve.

Learning Objectives

  • Feel inspired to look at their informational return differently 
  • Understand how to enhance disclosures within the 990 
  • Know that their organization has choices when completing the 990

Ideal Audience for this workshop

  • Board
  • Executive Leadership

Skill Level of the audience

  • Beginner Level
  • Intermediate level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 4
 

Presenter Bio(s)

Abby Lamothe - Leone, McDonnell and Roberts, PA
Abby Lamothe - Leone, McDonnell and Roberts, PA Ryan Maran - Leone, McDonnell and Roberts, PA
Ryan Maran - Leone, McDonnell and Roberts, PA

Build Your Brand: Essential Tools for Nonprofits

Is your brand doing its fair share of the work? Non-profit communication departments tend to be small (or don’t exist at all). With limited personnel, how can you get your brand to work hard for you? Join us as we discuss the importance of storytelling from the perspective of “why”. Observe, as we demonstrate through case studies, the powerful impact that brand can have in communicating your mission. Discover how a strong brand can work to strengthen perception AND community—from external communications, to internal morale, to donor engagement. Leave this session inspired and prepared to ensure that your brand is doing its job…so you can do yours.

Learning Objectives

  • Understand the elements of brand and what function each holds. 
  • Be inspired by the work of others through the sharing of effective non-profit branding case studies. 
  • Learn methods for crafting brand messaging for the strongest possible emotional connection to their constituent groups.

Ideal Audience for this workshop

  • Board
  • Executive Leadership
  • Supervisors
  • Staff

Skill Level of the audience

  • Beginner Level
  • Intermediate level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 1
 

Presenter Bio(s)

Lisa Leidy - Square Spot Design
Lisa Leidy - Square Spot Design

The New Rules of Marketing for Nonprofits

The world has changed. So has how we get and share information. This interactive hands on workshop will jump right on to the new path forward in nonprofit marketing - one based on results, meaning cost and time. Most of all, one based on inclusion, welcoming, and new ideas. Learn how to make your website a performing asset, see how blogging can save time and earn trust, find a better path forwards with SEO, and learn how storytelling can have a real impact. Spend less time and funds, consolidate and target so that all your outreach and comms follow your mission and earn their keep.

Learning Objectives

  • Find the new way to have a website be the hub of outreach 
  • See a blog as a tool, not a chore
  • Be inclusive in your communications work

Ideal Audience for this workshop

  • Executive Leadership
  • Staff

Skill Level of the audience

  • Intermediate level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 4
 

Presenter Bio(s)

Jayme Simoes - Louis Karno & Company
Jayme Simoes - Louis Karno &amp; Company

How to Make a Podcast

There is no better, more democratic or more easily distributed medium to share ideas and stories than podcasts. They cost little to nothing both to create and consume and can reach a wide range of listeners regardless of demographic or location. This workshop will teach the production process from start to finish: show conception, recording and interviewing, basic audio editing, music selection, basic sound design and web hosting/distribution options. We'll share free and low-cost editing software as well as recording equipment options. Participants will hear and see the audio creation process, as a short podcast episode will be created on the spot in fifteen minutes. We will also share our years of experience responding to our audience and tracking their potential information needs and wants in a shifting political and governmental landscape.

Learning Objectives

  • Plan, record, produce and distribute a podcast of any length with beginner skills and a sense of how to improve them.

Ideal Audience for this workshop

  • Executive Leadership
  • Supervisors
  • Staff
  • Volunteers

Skill Level of the audience

  • Beginner Level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees

Session: Session 3
 

Presenter Bio(s)

Hannah McCarthy - New Hampshire Public Radio
Hannah McCarthy - New Hampshire Public Radio Nick Capodice - New Hampshire Public Radio
Nick Capodice - New Hampshire Public Radio

Compliance Check: Must-have Policies and Best Practices for Nonprofit Organizations

In this seminar, we will introduce attendees to the policies and procedures all organizations and boards should have on their radar and best practices around the creation, documentation, and approval of policies and procedures. Participants will be able to take home a checklist, templates, and resources to discuss with their respective boards and leadership.

Learning Objectives

  • Understand what policies are necessary and which ones are best practice 
  • Go home with a checklist to work through with their Organization 
  • Feel more comfortable that approve policies have the proper approval and documentation

Ideal Audience for this workshop

  • Board
  • Executive Leadership

Skill Level of the audience

  • Beginner Level
  • Intermediate level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 3
 

Presenter Bio(s)

Amity Ollis - Lifeboat Accounting, PLLC
Amity Ollis - Lifeboat Accounting, PLLC

The Immediate ROI from Cultivating Long-Term Donor Relationships

Participants will see evidence of changes taking place in the philanthropic landscape and learn about effective adaptations in response.        

  • How “planned giving” interacts with and strengthens all other fundraising disciplines.  
  • How much, or how little, you may actually know about the estate and gift planning concerns that affect your donors’ inclination to give either now or later.   
  • How to have comfortable and strategic conversations involving gift and estate planning.   
  • How to start the gift planning conversation, and more important, how to keep it going.   
  • What infrastructure needs to be in place to attract and accommodate those plans.  
  • How vitally important it is for you and your colleagues to simply answer the phone, know what to ask and how to respond, and then follow up effectively.    
  • Through a series of interactive segments, participants will learn how gift planning concepts, best practices, and thoughtful donor communications can add to any nonprofit’s bottom line immediately, and with potentially transformative implications for the future.    
  • Using relevant case studies, the giving patterns and preferences of typical planned giving donors will be discussed.  Prospect identification techniques and best practices for stewardship will be revealed.    
     

For those nonprofits with no Planned Giving FTE on staff, strategies for sharing various important responsibilities will be addressed and discussed.

Learning Objectives

Attendees should come away from this workshop with:  

  • A better understanding of what you and your entire staff should each know as far as your technical knowledge and basic applications of important gift planning concepts, and   
  • Practical action steps aimed toward preparing your development shop, and nonprofit in general, to:       
    • market these concepts to the right donors,       
    • field inquiries and responses effectively,  
    • bolster annual and major gift results using gift planning strategies,    
    • steward donors and your gifts appropriately, and       
    • know which gifts should be accepted—or not.  

Ideal Audience for this workshop

  • Executive Leadership

Skill Level of the audience

  • Advanced level

What size Organization is this session appropriate for?

  • Large organization >50 employees

Session: Session 2
 

Presenter Bio(s)

Peter H Congleton - Heaton Smith Group
Peter H Congleton - Heaton Smith Group

Take it to the Tech! Understanding Smart Ways to Utilize Technology from Programs to Fundraising

Technology can be daunting for nonprofits, who traditionally have experienced barriers to investing in digital planning. With an abundance mindset and strong strategic clarity, technology can help you create better working conditions for your team, advance your mission faster, and raise more resources to grow. Join Alyssa and Kristin as they review real scenarios nonprofits use to take advantage of the tech trends of 2023. You don't need to invest large amounts of funds to make big leaps forward in technology. Let's talk about how to make your work better with tech!

Learning Objectives

  • Take an inventory of and analyze existing technologies  
  • Understand tech trends in the nonprofit sector and capitalize on them  
  • Easily integrate new trends into existing technologies or select new technologies for various needs

Ideal Audience for this workshop

  • Board
  • Executive Leadership
  • Supervisors
  • Staff
  • Volunteers

Skill Level of the audience

  • Intermediate level
  • Advanced level

What size Organization is this session appropriate for?

  • Mid-size organization 11-50 employees
  • Large organization >50 employees

Session: Session 2
 

Presenter Bio(s)

Alyssa Wright - Wright Collective
Alyssa Wright - Wright Collective Kristin Leutz - Petra Impact Partners
Kristin Leutz - Petra Impact Partners

From Big Ideas to Big Impact: Translating a Strategic Plan into a Campaign Vision and Activation Plan

What does the journey from a strategic plan to an active campaign look like? The road is paved with data that tells the story of the organization’s history and future potential. For nonprofit leaders and fundraising professionals, this session will use a case study to highlight best practices for moving from big ideas to big impact including: constituent buy-in for the vision, leadership and prospect development, leveraging data, and plan development to guide the best possible foundation for a successful campaign.

Learning Objectives

  • Identify the key steps to necessary to develop a strategic plan into a campaign vision    
  • Use data to support the design of a campaign blueprint and activation plan  
  • Build the framework for a compelling campaign case for support

Ideal Audience for this workshop

  • Board
  • Executive Leadership
  • Supervisors
  • Staff
  • Volunteers

Skill Level of the audience

  • Intermediate level
  • Advanced level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 4
 

Presenter Bio(s)

Beth Sigman - CCS Fundraising
Beth Sigman - CCS Fundraising Stacey Summerfield - Kimball Union Academy
Stacey Summerfield - Kimball Union Academy

How to Protect Your Organization from Data Breaches

Make sure your team has the right tools in place to ensure your sensitive data is not exposed. In this presentation, we will explore how to have the right tools in place to protect your nonprofit from bad actors and data breaches while maintaining a solid framework to prevent exposure.

Learning Objectives

  • Eliminate the possibility of human error with automated controls and reporting.   
  • Prepare your organization for cyber-security attacks.     
  • Learn how to track and prevent security violations with Microsoft.

Ideal Audience for this workshop

  • Board
  • Executive Leadership
  • Supervisors

Skill Level of the audience

  • Intermediate level
  • Advanced level

What size Organization is this session appropriate for?

  • Small organization <11 employees
  • Mid-size organization 11-50 employees
  • Large organization >50 employees
     

Session: Session 1
 

Presenter Bio(s)

Russell Greenwald - Insource Services
Russell Greenwald - Insource Services Lorelei Olson - Insource Services
Lorelei Olson - Insource Services

Presenter Bios

1

David C Harris & Sarah Bingman Schott

David is Managing partner of Interim Executive Solutions where he works with nonprofit organizations to develop and implement strategies to improve operations, marketing, board governance, and leadership team effectiveness. He served as co-chair of Community Action Partners where he provided strategic planning, marketing and other services to Boston area nonprofits, and served as the interim Executive Director of the Springfield Empowerment Zone and the Landing School in Maine. David is currently President of the HBS Association of Boston and Clerk of YouthBuild Boston. David holds an MBA from HBS, an MAT from Simmons and a ScB in Biochemistry from Brown.

Sarah has two professional passions: the marketing message and organizational efficiency. She believes every organization can differentiate themselves to stand out to their constituencies and you can do more if you collaborate well and have good processes. Sarah is a partner of Interim Executive Solutions where she works with nonprofits to strengthen their leadership teams, improve operations, and develop board governance. Sarah has been a nonprofit consultant for over 5 years, and early in her career was a university development officer. Sarah was President of the board of All Newton Music School, where she also served on the Finance Committee, and a board member of Community Consulting Teams, Boston Sarah holds an MBA in Finance (Columbia) and a BS in Chemical Engineering (MIT).

View Workshop: Planning For Continuity In An Era Of Staff, Leadership And Board Transitions

David Harris - Interim Executive Solutions
David Harris - Interim Executive Solutions Sarah Bingman Schott
Sarah Bingman Schott

Alan Duhaime & Marrissa MacLeod

Alan Duhaime is a principal at Baker Newman Noyes, and specializes in providing audit and assurance services, mergers and acquisitions support, internal control reviews and recommendations, corporate finance assistance, and is well versed in public and regulatory filings to clients in a variety of industries, including not-for-profit, healthcare, and governmental entities. Al has been serving nonprofit organizations for over 25 years, since his career in accounting began. His understanding of the challenges facing leaders of nonprofit organizations stems from working closely with board members, executive directors, presidents, finance officers, chief executive officers, and chief operating officers at several large and complex and smaller nonprofit organizations.

Marrissa MacLeod is an assurance senior manager at Baker Newman Noyes, specializing in delivering audit and other attestation services to nonprofit and healthcare organizations. She has worked with several nonprofit organizations across the northeast, partnering with their management teams to address accounting concerns and help develop solutions for their unique challenges. 

View Workshop: A Board Members Guide to Understanding Financial Statements, Finances, and Financial Reporting Requirements, Including Assurance Engagements and Form 990

Alan Duhaime - Baker Newman Noyes
Alan Duhaime - Baker Newman Noyes Marrissa MacLeod - Baker Newman Noyes
Marrissa MacLeod - Baker Newman Noyes

Jayme Simoes

Jayme manages client accounts and directs strategy and marketing efforts.  He founded the agency in 1999 and has grown it from two clients to more than 30.  Simões received the Advertising and Public Relations Award from the New Hampshire Travel Council twice and is past president of the Public Relations Society of America-Yankee Chapter. He has served on several local and statewide nonprofit boards, including the Concord Chamber of Commerce and Arts4NH. Jayme is a Chicago native, a Boston University graduate, and is fluent in Portuguese. He is a frequent public speaker - addressing PRSA, international wine conferences, chambers of commerce and meetings

View Workshop: The New Rules of Marketing for Nonprofits

Jayme Simoes - Louis Karno & Company
Jayme Simoes - Louis Karno &amp; Company

Hannah McCarthy & Nick Capodice

Hannah McCarthy is the co-host of New Hampshire Public Radio's Civics 101 and co-author of A User's Guide to Democracy: How America Works. Ms. McCarthy has been with NHPR for six years, serving first as a Couch Fellow and state house reporter, then as producer for Outside/In during which time she received an Overseas Press Club Award for her assistance on the Powerline series. Ms. McCarthy has been host of Civics 101 for four years. She is a recent recipient of the American Bar Association's Silver Gavel Award for fostering the American public's understanding of law for her work on the show's Supreme Court series.

Nick Capodice is the co-host of New Hampshire Public Radio's Civics 101 and co-author of A User's Guide to Democracy: How America Works. Prior to his time at NHPR, Mr. Capodice served as an educator at the Tenement Museum in New York City for nine years. Mr. Capodice joined NHPR as Civics 101's Education Outreach Producer and has been co-host of the show for 4 years. He is a recent recipient of the American Bar Association's Silver Gavel Award for helping to foster the American public's understanding of law for his work on Civics 101's Supreme Court series.

View Workshop: How to Make a Podcast

Hannah McCarthy - New Hampshire Public Radio
Hannah McCarthy - New Hampshire Public Radio Nick Capodice - New Hampshire Public Radio
Nick Capodice - New Hampshire Public Radio

Kellie Wardman

Kellie Wardman, PCC, CPCC, is a senior consultant and certified leadership coach with 20 years of experience in the nonprofit sector. She worked for 10 years at the Granite YMCA, in marketing, membership, and as a branch director, ultimately serving as COO. She also worked with YMCA of the USA supporting all Ys in New Hampshire, Maine, and Vermont for 8 years. Through her role with DBD Group, she works with non-profits in New England and across the country focusing on strategic planning, board development, staff and culture work, fundraising, and more.

View Workshop: Supporting and Developing Staff in Challenging Times

Kellie Wardman - DBD Group
Kellie Wardman - DBD Group

Jaime Hoebeke & Brittany Little

Jaime Hoebeke, Vice President/Senior Consultant for Pear Associates, LLC, is a results-driven leader with over 20 years of experience in public health, including needs assessments and improvement plans. Before joining Pear, Jaime was the Chief Strategy Officer for the City of Manchester, NH Health Department. In addition to professional certification as a Master Certified Health Education Specialist, Jaime has a Bachelor of Science degree in Community Health Education from the University of Massachusetts-Lowell, and a Master of Public Health degree in Social and Behavioral Sciences from the Boston University School of Public Health.

Brittany Little is a Consultant at Pear Associates, LLC. She is an integrator who brings together people, projects, and goals to improve outcomes and enhance systems. She has four years of experience in state government and federal grants. She melds key philosophies of social work and project management to help teams successfully complete complex system changes that keep people and communities at the center. Brittany earned her Master’s in Social Work from the University of New Hampshire, her Bachelor’s in Psychology from Colby-Sawyer College, and earned a Certificate in Project Manager from Granite State College.

View Workshop: So, You Have a Strategic Plan, Now What?

Jaime Hoebeke - Pear Associates, LLC
Jaime Hoebeke - Pear Associates, LLC Brittany Little - Pear Associates, LLC
Brittany Little - Pear Associates, LLC

Alyssa Wright & Kristin Leutz

Alyssa brings over a decade of experience in international philanthropy to Wright Collective. With a background in community organizing and the arts, Alyssa leads the Collective with skill, creativity, and passion. As an accomplished facilitator, consultant, and coach, she builds new revenue streams, shifts cultural perspectives, and inspires people to believe that change is possible no matter what.    She has helped hundreds of both domestic and global social change organizations successfully launch major gifts programs, capital campaigns, and create sustainable funding models resulting in over $60,000,000 of resource flow. Everyone that has worked with Alyssa knows that she is a true partner. She answers late-night text messages, takes on difficult conversations for clients, and makes jokes that will keep clients smiling through rejected proposals and rained-out fundraising events. Her experience and wit has also allowed her to become a sought-after speaker on philanthropy and fund development as well as a regular contributor to ForbesWomen, Global Giving, and Network for Good. Alyssa is a powerful Millennial voice in the social change movement.     

Kristin is an entrepreneur working at the intersection of philanthropy and economic development to strengthen local communities. As a co-founder of a collective of organizational transformation consultants and coaches, she brings unique sets of lived experience and expertise to build equity in the nonprofit and startup sectors. She especially loves streamlining operations, improving people practices, and building stronger financial sustainability for organizations. She has served as a nonprofit CEO and COO and currently consults with Wright Collective as a data and technology architect and change management expert.

View Workshop: Take it to the Tech! Understanding Smart Ways to Utilize Technology from Programs to Fundraising

Alyssa Wright - Wright Collective
Alyssa Wright - Wright Collective Kristin Leutz - Petra Impact Partners
Kristin Leutz - Petra Impact Partners

Amity Ollis

Amity Ollis is a licensed CPA in NH. She has worked both in public accounting firms and private businesses and has experience as an auditor, consultant, accountant, tax manager-all in the Nonprofit sector. She has both served on and reported to boards, provided training and education on everything from board responsibilities, accounting 101, tax regulations, compliance, fundraising, and more. She holds an AICPA Nonprofit certificate as well as software certifications.  In 2019, Lifeboat Accounting, PLLC was created in hopes helping Nonprofit organizations stay afloat through financial and accounting services so they can focus on their mission. www.lifeboataccounting.com

View Workshop: Compliance Check: Must-have Policies and Best Practices for Nonprofit Organizations

Amity Ollis - Lifeboat Accounting, PLLC
Amity Ollis - Lifeboat Accounting, PLLC

Abby Lamothe & Ryan Maran

Abby Lamothe, CPA, started at Leone, McDonnell & Roberts, P.A. in 2018 and is currently a Supervisor. She earned a Master of Science in Accounting from the University of New Hampshire. She has significant experience working with nonprofits providing audit, review and compilation services, and is a certified QuickBooks ProAdvisor (online). Abby is the Treasurer and on the Finance Committee of Seacoast Eat Local. She is also a volunteer committee member for the Dover Chamber of Commerce Apple Harvest Day event, and a senior volunteer with Pope Memorial Humane Society – Cocheco Valley.

Ryan Maran, CPA, joined Leone, McDonnell & Roberts, P.A. in 2013 and is currently a Manager. He graduated from the University of New Hampshire cum laude with a Master of Science in Accounting. He manages multiple areas of the firm, including audits for closely-held companies and nonprofit organizations, as well as tax planning and preparations for businesses and individuals. Ryan is the Treasurer of the Board of Directors for the Wolfeboro Area Chamber of Commerce, as well as the Treasurer for the Wolfeboro Area Recreation Association (“The Nick”).

View Workshop: Leveraging Your Form 990 to Showcase Your Strengths

Abby Lamothe - Leone, McDonnell and Roberts, PA
Abby Lamothe - Leone, McDonnell and Roberts, PA Ryan Maran - Leone, McDonnell and Roberts, PA
Ryan Maran - Leone, McDonnell and Roberts, PA

Jessica Quinn

Jessica Lawrence Quinn is currently the CEO of the Putnam Foundation and the 1911 Office. Jessica has over 20 years of experience working with and leading non-profit organizations, most recently as the Executive Director of Civic Hall, a one-of-a-kind non-profit community center in New York City. Prior to joining Civic Hall, Jessica served as CEO of NY Tech Alliance, and early in her career was the CEO of Girl Scouts of San Gorgonio Council in Southern California. Jessica has spoken frequently on non-profit management and organizational development and culture at events such as PopTech, SXSW, and TEDx.

View Workshop: Collaborative Office Hours: Learnings from 20 Years of Grant Seeking and Making

Jessica Quinn - Putnam Foundation
Jessica Quinn - Putnam Foundation

Lorraine Connell & Karen Pambianchi

Lorraine Connell, MEd, MS, is the Owner of Peers not Fears, LLC, and a veteran educator of over 20 years.  As a workshop facilitator, speaker, coach, and consultant for schools and youth-serving organizations, she has developed curricula on leadership and empathy.  She works in collaboration with others to provide coaching to educators and students everywhere through her company Peers not Fears, LLC. Lorraine hosts the podcast Unimagined, where she interviews students, current and past, on their experiences in education, and listens to their advice on how we could do better. Her work spans the impact of understanding how and where our biases come into play, to develop strong communities.

Karen Pambianchi, ACC, is the founder of Swift Water Life Coaching, LLC. She has been a life and leadership coach since 2015 and holds an Associate Certified Coach credential from the International Coaching Federation. Karen believes coaching is a powerful tool to help clients see the potential their life holds and walk with them as they live it out. Her mission is to help professionals find the work-life harmony that allows them to feel like rock stars at work as they climb the ladder of success, be present, and enjoy all that life has to offer outside of the office.

View Workshop: Understanding Burnout and Impacts on Your Leadership

Lorraine Connell - Peers not Fears, LLC
Lorraine Connell - Peers not Fears, LLC Karen Pambianchi - Swiftwater Life Coach
Karen Pambianchi - Swiftwater Life Coach

Sandra Magri

Sandra Magri, CPA has worked with YPTC since 2021 and is a Manager in the New England market.  Sandra is a member of YPTC’s Federal Awards Management Group and is passionate about helping not for profit organizations.  Prior to YPTC, Sandra spent many years in public accounting, often auditing Federal awards, and has worked as a Controller in small local not for profit organizations.  She has served as Treasurer of her local PTO and in other capacities on various Boards of Directors.  Sandra graduated from Merrimack College with a Bachelor of Science in Business Administration with a concentration in Accounting.  

View Workshop: Federal Grants Management 101

Sandra Magri, YPTC
Sandra Magri, YPTC

Peter H Congleton

Pete is a veteran planned giving professional with 27 years of experience directing planned giving programs for nonprofit organizations--Groton School, University of Hartford, Virginia Tech, The Cooper Union, and Hartford Hospital--raising more than $160 million in the process. Pete served four years (2010-2014) on the executive board of the Planned Giving Group of New England and founded his own professional fundraising consultancy (2015-2019) for small non-profits serving the needs of veterans. As a Senior Consulting Associate for Heaton Smith Group, Pete provides gift planning expertise to nonprofits of all sizes, particularly those without a fulltime planned giving officer.

View Workshop: The Immediate ROI from Cultivating Long-Term Donor Relationships

Peter H Congleton - Heaton Smith Group
Peter H Congleton - Heaton Smith Group

Sarah Andrews

Sarah Andrews has 18+ years of senior management and development experience in human services and higher education. Her extensive fundraising experience includes organizational capacity building, annual campaigns, engagement and stewardship programs, strategic growth planning, sponsorship and promotions, grant writing, and major giving programs.  Sarah graduated from Assumption College and has been an active member of many regional fundraising networks. She served in leadership roles on the Board for the Manchester Young Professionals and currently serves on the PTO for her daughter’s school in Manchester. Sarah is a native of Manchester, NH who enjoys strong coffee, live music and being outside.

View Workshop: Planning and Enhancing your Organization’s Donor Stewardship Activities

Sarah Andrews - Andrews Consulting
Sarah Andrews - Andrews Consulting

Sheila Lambert

Sheila is President of Lambert Leadership Coaching, LLC. She brings 30+ years of experience as therapist and Executive Coach, empowering thousands of leaders through self-discovery and advancement. Leaders who advanced in their careers and are at the forefront of their company. They are sitting at the C-suite table leading thriving organizations, creating a positive and engaging culture and elevating others. Sheila works creatively and collaboratively with organizations to help elevate and advance their leaders. She has a MS in Organizational Leadership; an MS in Counseling and she is Licensed in NH. Additionally, Sheila is a Workplace Wellness and Stress Mastery Coach, a Speaker, a Leaders advocate, and a supporter of NH Nonprofit organizations.

Sheila has extensive experience serving in leadership positions in Higher Education institutions.  She consults with organizations on leadership development, employee engagement and mediation.  

View Workshop: Women in Leadership; Rewiring Self Doubt to Elevate Leadership

Sheila Lambert - Lambert Leadership Coaching, LLC
Sheila Lambert - Lambert Leadership Coaching, LLC

Lisa Leidy

Lisa Leidy is an agency principal at Square Spot Design—a creative agency focused on working solely with clients in the non-profit sector—where she has been developing creative strategies for non-profits since 2003. Her expertise is in helping mission-driven organizations find their authentic voice as a foundation for impactful communications. Prior to Square Spot, she was a graphic designer at Danilo Black in San Francisco and was instrumental in the redesign of several large publications, including the San Francisco Chronicle. Born and raised in New Hampshire, Lisa is a graduate of the University of New Hampshire.

View Workshop: Build Your Brand: Essential Tools for Nonprofits

Lisa Leidy - Square Spot Design
Lisa Leidy - Square Spot Design

Anna Adachi-Mejia

Anna Adachi-Mejia, PhD, CPCC (she/her/hers) is a creative coach, innovative facilitator, and detail-oriented consultant for individuals and groups who think differently and are ready to bring their unique perspectives into the world. As Principal of Adachi Labs, LLC, she provides the following services: Meeting Facilitation, Board & Staff Retreats, Strategic Leadership Coaching, Scientific Writing & Editing, Diversity & Inclusion Coaching, Mixed Methods Research, Survey Design, Trainings, and Keynotes. She is a Certified Professional Co-Active Coach, former Executive Director, and former faculty member of the Geisel School of Medicine at Dartmouth where she taught, researched, and led grant-funded projects. She is also a trustee of two boards, one in New Hampshire and one in Vermont. She applies tools from multiple disciplines to help successful, hard-working leaders to inspire creativity, innovation, and connection in the workplace. Through interactive activities, Anna offers playful, improvisational tools to foster inclusiveness, build community, and boost workplace productivity.

View Workshop: Two Words to Help you Foster Inclusiveness, Build Community, and Boost Productivity

Anna Adachi-Mejia - Adachi Labs, LLC
Anna Adachi-Mejia - Adachi Labs, LLC

Beth Sigman & Stacey Summerfield

Beth is a Senior Director with CCS Fundraising, a strategic fundraising firm that partners with nonprofits. Prior to joining CCS, Beth served as the Director of Strategic Communications & Brand Management at Women Leaders in College Sports, a national membership association. Beth was previously the Director of Marketing & Communications at Cushing Academy and Alumni Communications Manager at The Mountain School of Milton Academy. She served in similar roles at Williston Northampton School, Loomis Chaffee School, and Hopkins School. She holds a B.A. from Wellesley College and a M.S. from Smith College. 

Stacey is the Director of Institutional Advancement for Kimball Union Academy. Prior to joining KUA Stacey served as Executive Director for Campaign Initiatives and Academic Coordination at Dartmouth College. She has also worked in the advancement offices at The College of William & Mary, The University of Chicago, and Northwestern University. She holds a B.A. in pyschology, literature, and cultural studies from The College of William & Mary, and a M.A. in liberal studies from Northwestern University.

View Workshop: From Big Ideas to Big Impact: Translating a Strategic Plan into a Campaign Vision and Activation Plan

Beth Sigman - CCS Fundraising
Beth Sigman - CCS Fundraising Stacey Summerfield - Kimball Union Academy
Stacey Summerfield - Kimball Union Academy

Alan Cantor

Alan Cantor is principal of Alan Cantor Consulting LLC, where he works with nonprofits on resource development, strategy, and governance. Prior to starting his practice in 2012, Al had thirty years of staff experience with nonprofits, mostly as CEO or chief development officer. Al is a prolific writer and presenter on issues relating to nonprofits, and he is a frequent contributor to the opinion pages of the Chronicle of Philanthropy and other national journals, including Harvard Business Review. He has been cited in The New York Times, Washington Post, Forbes, Pro Publica, The Atlantic, Vanity Fair, and National Public Radio.

View Workshop: What’s on the Agenda? Keeping Strategy Front and Center with Your Board

Alan Cantor - Alan Cantor Consulting
Alan Cantor - Alan Cantor Consulting

Peter Anderson

Peter founded Inner Citadel Consulting in 2020 to bring his skills in emotional intelligence training, mindfulness, adult learning, team behavioral dynamics and individual & group coaching to small and medium-sized organizations and companies. Peter is a nationally awarded teacher, a certified practitioner for Genos International (Emotional Intelligence), certified by the Institute for Organizational Science and Mindfulness, a certified Executive coach with the Center for Executive Coaching (with the ACC credential from the International Coaching Federation), and a UN Habitat certified dialogue facilitator.

View Workshop: People, Productivity, and Attention: Getting and Being the Best at Work

Peter Anderson - Inner Citadel Consulting
Peter Anderson - Inner Citadel Consulting

Russell Greenwald & Lorelei Olson

Russell started Insource’s Technology practice over twenty years ago and has a proven track record in  all areas of Insource’s key services, most notably developing and implementing multi-year technology plans.     Russell previously worked across a wide range of organizations and industries – including nonprofit organizations, biotechnology and healthcare. Russ is a member of the Boston CTO Club and the Mass TeleHealth Consortium which works with health centers in Massachusetts to create sustainable models of telehealth. Insource, under Russ’ guidance, are also members of the AWS Partner Network, Dropbox Partner, Microsoft Gold Partner and a Mimecast Managed Service Provider.

Our Senior IT Manager, Lorelei, provides technical guidance and leadership to our clients, whether it’s reviewing IT plans and procedures, vetting software solutions, or coordinating user onboardings or special projects.    Lorelei has plenty of expertise overseeing organizations’ IT, providing both employees and customers with technical support. Her experience is highly varied as, prior to joining Insource, Lorelei worked as a Senior IT Engineer and Team Lead and is an AWS Certified Cloud Practitioner.    Lorelei holds a Master’s degree in Teaching and a Bachelor of Arts in Business and English Literature from Brandeis University, MA.

View Workshop: How to Protect Your Organization from Data Breaches

Russell Greenwald - Insource Services
Russell Greenwald - Insource Services Lorelei Olson - Insource Services
Lorelei Olson - Insource Services

Carolanne Caron

Carolanne Caron is a CPA with 31 years of experience helping for profit and not for profit companies reach their goals.  Having been a member of several not for profit boards and also having been a corporate team member presenting to the board, Carolanne has helped many board members learn how to read the financial statements and apply the historical information to the future goals of the company.  She has also trained new board members to understand their role and be productive contributors to future success.
www.CarolanneCaronCPA.com

View Workshop: Elevate Your Financial Conversations for Future Success

Carolanne Caron, CPA - Carolanne Caron, CPA, PLLC
Carolanne Caron, CPA - Carolanne Caron, CPA, PLLC

Maureen Miller

Maureen is a Financial Management Consultant offering workshops & CFO services to small businesses and nonprofit organizations. She educates & supports clients to find the right path for their budget and financial management goals by mapping out an effective plan to create, understand, and manage their annual budget & financial reports/metrics.

View Workshop: Budget Management for Nonprofits

Maureen Miller
Maureen Miller

James T McKim

James T. McKim is the Founder and Managing Partner of Organizational Ignition, a management consulting firm. He is a sought-after consultant, facilitator, speaker, and author of the bestselling book The Diversity Factor: Igniting Superior Organizational Performance.      In addition to working with organizations to improve performance, Mr. McKim serves as Chair of the Episcopal Church’s National Executive Council Committee Anti-Racism & Reconciliation and was the principal writer of the church’s guidelines on anti-racism and reconciliation. As president of the Manchester Branch of the NAACP, he works regularly with governments and businesses to eliminate discrimination and advance racial healing for all.

View Workshop: How to Have Difficult Conversations

James T McKim - Organizational Ignition
James T McKim - Organizational Ignition

Kelly Laflamme & Keliane Totten

Kelly Laflamme, Senior Consultant & Grant Writing Specialist, has over 25 years of nonprofit experience as a grant writer, grant maker, and communicator. With Pear Associates, she supports mission-driven nonprofits in New England and nationally, including professional associations, educational institutions, and human service organizations. Kelly has consulted to the FrameWorks Institute and the National Center to Reframe Aging. Prior to joining Pear Associates, she worked with NH’s Endowment for Health.  Kelly earned her Master of Public Administration at the Wagner School of Public Service at NYU and Bachelor of Arts in Communication at LaSalle University.

Keliane Totten, Executive Vice President, Senior Consultant, is driven to support mission-focused teams in achieving their goals.  She has 20 years of experience in leadership, fundraising, communications, and community engagement. With Pear Associates, Keliane leads strategic planning, organizational assessments, and business development with organizations such as Health Resources in Action, The National Center to Reframe Aging, and New Hampshire Children’s Trust. Previously, Keliane worked for 15 years with Granite VNA and led the public-facing work of the organization and guided communications. Keliane earned a Master of Education and a Bachelor of Science in Health Education from Plymouth State University.

View Workshop: Making the Shift to Asset-Based Communication in Your Organization

Kelly Laflamme - Pear Associates
Kelly Laflamme - Pear Associates Keliane Totten - Pear Associates
Keliane Totten - Pear Associates

Dr. John D. Lloyd

Dr. John D. Lloyd is an executive-level professional with 20+ years of leadership experience in strategy consulting and organizational development in the nonprofit sector. He is the Principal of Agile Consulting Group, a strategy consulting practice, focused on providing interim executive director, executive search, and strategic planning services to nonprofit organizations. Prior to founding Agile Consulting Group, Dr. Lloyd served as an Executive Director for a Boston-based nonprofit organization and has served on several nonprofit and public sector boards. Dr. Lloyd holds an Ed.D. in Organizational Learning and Development, University of Pennsylvania.

View Workshop: The Role of Organizational Agility in Nonprofit Organizations

 Dr. John D. Lloyd - Agile Consulting Group, LLC
Dr. John D. Lloyd - Agile Consulting Group, LLC

Workshops by Session

Workshop Title Presenters Workshop Category Session
What’s on the Agenda? Keeping Strategy Front and Center with Your Board Alan Cantor
Alan Cantor Consulting LLC
Board Governance/Leadership Session 1
Two Words to Help you Foster Inclusiveness, Build Community, and Boost Productivity Anna Adachi-Mejia
Adachi Labs, LLC
Organizational Culture Session 1
How to Protect Your Organization from Data Breaches Russell Greenwald & Lorelei Olson
Insource Services
Operations and Technology Session 1
Planning and Enhancing your Organization’s Donor Stewardship Activities Sarah Andrews
Andrews Consulting
Fundraising/Development Session 1
Build Your Brand: Essential Tools for Nonprofits Lisa Leidy
Square Spot Design
Marketing and Communications Session 1
Women in Leadership; Rewiring Self Doubt to Elevate Leadership Sheila Lambert
Lambert Leadership Coaching
Executive Leadership Session 1
Elevate Your Financial Conversations for Future Success Carolanne Caron
Carolanne Caron, CPA, PLLC
Financial Management Session 1
Planning For Continuity In An Era Of Staff, Leadership And Board Transitions David C Harris & Sarah Bingman Schott
Interim Executive Solutions
Board Governance/Leadership Session 2
Take it to the Tech! Understanding Smart Ways to Utilize Technology from Programs to Fundraising Alyssa Wright & Kristin Leutz
Wright Collective & Petra Impact Partners
Operations and Technology Session 2
The Immediate ROI from Cultivating Long-Term Donor Relationships Peter H Congleton
Heaton Smith Group
Fundraising/Development Session 2
Budget Management for Nonprofits Maureen Miller
Maureen Miller, LLC
Financial Management Session 2
Making the Shift to Asset-Based Communication in Your Organization Kelly Laflamme & Keliane Totten
Pear Associates
Marketing and Communications Session 2
Supporting and Developing Staff in Challenging Times Kellie Wardman
DBD Group
Organizational Culture Session 2
The Role of Organizational Agility in Nonprofit Organizations Dr. John D. Lloyd
Agile Consulting Group
Executive Leadership Session 2
Federal Grants Management 101 Sandra Magri
Your Part-Time Controller, LLC
Financial Management Session 3
Understanding Burnout and Impacts on Your Leadership Lorraine Connell & Karen Pambianchi
Peers not Fears & Swiftwater Life Coach
Executive Leadership Session 3
How to Make a Podcast Hannah McCarthy & Nick Capodice
New Hampshire Public Radio
Marketing and Communications Session 3
People, Productivity, and Attention: Getting and Being the Best at Work Peter Anderson
Inner Citadel Consulting
Organizational Culture Session 3
Collaborative Office Hours: Learnings from 20 Years of Grant Seeking and Making Jessica Quinn
Putnam Foundation
Fundraising/Development Session 3
Compliance Check: Must-have Policies and Best Practices for Nonprofit Organizations Amity Ollis
Lifeboat Accounting, PLLC
Board Governance/Leadership Session 3
From Big Ideas to Big Impact: Translating a Strategic Plan into a Campaign Vision and Activation Plan Beth Sigman & Stacey Summerfield
CCS Fundraising & Kimball Union Academy
Fundraising/Development Session 4
A Board Members Guide to Understanding Financial Statements, Finances, and Financial Reporting Requirements, Including Assurance Engagements and Form 990 Alan Duhaime & Marrissa MacLeod
Baker Newman Noyes
Board Governance/Leadership Session 4
So, You Have a Strategic Plan, Now What? Jaime Hoebeke & Brittany Little
Pear Associates
Executive Leadership Session 4
How to Have Difficult Conversations James T McKim
Organizational Ignition
Organizational Culture Session 4
Leveraging Your Form 990 to Showcase Your Strengths Abby Lamothe & Ryan Maran
Leone, McDonnell & Roberts, PA
Financial Management Session 4
The New Rules of Marketing for Nonprofits Jayme Simoes
Louis Karno & Company
Marketing and Communications Session 4

Exhibitors

AFP NNE Logo

AFP Northern New England

PO Box 1794
Brattleboro, VT 05302
United States

Baker Newman Noyes Logo

Baker Newman & Noyes

650 Elm Street, Suite 302
Manchester, NH 03101
United States

Bangor Savings Bank Logo

Bangor Savings Bank

24 Hamlin Way
Bangor, ME 04401
United States

Bank of New Hampshire

Bank of New Hampshire

62 Pleasant Street
Laconia, NH 03246
United States

BankW Staffing Logo

BANKW Staffing

5 Bedford Farms Drive, Suite 304
Bedford, NH 03110
United States

Blue Lion Logo

BlueLion LLC

-
Manchester, NH 03101
United States

Carolanne Caron CPA Logo

Carolanne Caron, CPA, PLLC

12 Collins Avenue
Merrimack, NH 03054
United States

Checkmate Logo

CheckmateHCM

287 South Main Street
Concord, NH 03301
United States

Clarkson Davis LLC logo

Clarkson Davis

420 Central Road
Rye, NH 03870
United States

Clarkson Davis LLC

Clarkson Davis LLC

420 Central Road
Rye, NH 03870
United States

Comcast NBCUniversal Logo

Comcast NBCUniversal

85 East Belcher Road
Foxboro, MA 02035
United States

Logo for E&S Insurance Services.

E & S Insurance Services

21 Meadowbrook Lane #11
PO Box 7425
Gilford, NH 03249
United States

Franklin Savings Bank

Franklin Savings Bank

387 Central Street
PO Box 339
Franklin, NH 03235
United States

Insource Services Logo

Insource Services, Inc.

148 Linden St
Wellesley, MA 02482
United States

Leone, McDonnell & Roberts Logo

Leone, McDonnell & Roberts, PA

5 Nelson Street
Dover, NH 03820
United States

Little Green Light Logo

Little Green Light

4616 25th Avenue NE, #206
Seattle, WA 98105
United States

Marcum LLP Logo

Marcum LLP

9 Executive Park Dr., Suite 100
Merrimack, NH 03054
United States

Newburyport Bank Logo

Newburyport Bank

63 State Street
Newburyport, MA 01950
United States

NH Charitable Foundation

NH Charitable Foundation

37 Pleasant Street
Concord, NH 03301
United States

Northeast Delta Dental Logo

Northeast Delta Dental

One Delta Drive
PO Box 2002
Concord, NH 03301
United States

Pear Associates Logo

Pear Associates, LLC

PO Box 812909
Wellesley, MA 02482
United States

Pivot Creative Logo

Pivot Creative

28 Virginia Court
Hooksett, NH 03106
United States

Sheehan Phinney Logo

Sheehan Phinney

1000 Elm Street, 17th Floor
PO Box 3701
Manchester, NH 03105
United States

Systems Engineering

Systems Engineering

1750 Elm Street, Suite 803
Manchester, NH 03104
United States

Trivantus Logo

Trivantus

20 Market Street
PO Box 6655
Manchester, NH 03108
United States

Wipfli logo

WIPFLI CPAs and Consultants

210 Commerce Way, Suite 230
Portsmouth, NH 03801
United States

Wright Collective Logo

Wright Collective

8 Williams Ave
York, ME 03909
United States

Your Part-Time Controller Logo

Your Part-Time Controller

1500 Walnut Street, Suite 1200
Philadelphia, PA 19102
United States