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
Seven Great Questions for Coaching Leaders Douglas Babcock
Counterparts Coaching & Consulting
Executive Leadership
How to Build an Endowment Fund in the New World Patrick Decker & Kathy Henrich
M&T Bank - Wilmington Trust, N.A.
Financial Management
Audits, Assurance & More: A Roadmap to Navigating Accounting Services Abby Lamothe & Molly Burns
Leone, McDonnell & Roberts, PA
Financial Management
Show Me the Money: Keys to Successful Grant Budget Development Lara Quiroga
Larksparre Consulting LLC
Financial Management
From Financial Freakout to Prosperous Nonprofit Stephanie Skryzowski
100 Degrees Consulting
Financial Management
Build Your Confidence in Securing and Attending a Donor Meeting Sarah Andrews
Andrews Coaching & Consulting
Fundraising/Development
AI Strategies for Powerful Personas and Impactful Content Shawn Dixon
Clover Creative Group, LLC
Fundraising/Development
Tech Tapas: Super Helpful Tips To Make Life Easier Becky Kates & Lee Germeroth
Becky Kates Development Consulting & Germeroth Consulting & Creative
Fundraising/Development
Connecting to DAF Holders and Access 250Bil in Charitable Donations Alyssa Wright & Sara Janjigian Trifiro
Wright Collective
Fundraising/Development
From Zoomers to Boomers: Engaging Donors of All Ages Emily Kelly
Bloomerang
Fundraising/Development
Elevating Careers Through Personalized Experiences Tamera Carmichael & Courtney DeVost
Partnership for Public Health
HR/Organizational Culture
Fostering a Supportive and Caring Workplace: Mental Health in the Workplace Liz Hodgkins & Sarah Horne
NAMI New Hampshire & Easterseals NH
HR/Organizational Culture
The Non-technical Side of Cybersecurity: Creating a Cyber Aware Culture David Danielson
Catholic Charities New Hampshire
HR/Organizational Culture
Leveling the Playing Field: Retaining Professionals with Disabilities Kendra LaRoche
Special Needs Support Center of the Upper Valley
HR/Organizational Culture
Building a Culture of Diversity Equity & Inclusion Fisto Ndayishimiye
Project S.T.O.R.Y.
HR/Organizational Culture
Addressing Today's Labor Market Challenges Gary O'Neil & Jason Matthews
Ascentria Care Alliance
HR/Organizational Culture
Managing Conflict and Having Difficult Conversations Toni Runci & Alison Milioto
BlueLion, LLC
Management/Supervision
Public Speaking with Confidence and Even a Little Fun Katie Collins
Capitol Center for the Arts
Marketing and Communications
Direct Mail: Still Wildly Effective After All These Years Phil Goodhart
PMG Marketing Solutions
Marketing and Communications
Live Donor Journey Assessment: Scorecard & Improvement Plan Caroline Griffin
Marketer on a Mission
Marketing and Communications
Seeing Through the AI Hype: Useful Ways to Use AI Ryan Knight
Insource Services, Inc.
Operations and Technology
Voices that Matter: Engaging People with Lived Expertise Ariel Hayes & James Difruscio
Youth Success Project & Waypoint
Organizational Leadership
Leading with Laughter: Practical Lessons from the Frontlines of Leadership Mary Maybury
Farmsteads of New England
Organizational Leadership
Secrets to a Successful Nonprofit Leadership Transition Duncan McDougall
Children's Literacy Foundation
Organizational Leadership
Step Into the Light: The Powerful Impact of Partnership Models David Ports & Artie Lang
LPA
Organizational Leadership
Inclusive Leadership: Actionable Practices Tim Smith-Gerding
Granite Impact LLC
Organizational Leadership
Getting Unstuck: Overcome Roadblocks to Success in 3 Steps David Wagner
Clear Mission Consulting, LLC
Organizational Leadership

Workshop Details

Build Your Confidence in Securing and Attending a Donor Meeting

In this interactive session with Sarah Andrews, “Build your confidence in securing and attending a donor meeting,” we will discuss how to go about reaching out to your existing and potential supporters to secure a meeting. We will review how to prepare for your meeting, steps to take before the meeting, and what to bring with you. Next we will talk about what to do at your meeting, ten questions to spark mission-rich conversation and how to end it as a success. Along the way we will pause for mini-brainstorming sessions to craft your organization's unique impact talking points and invitation to support the future vision. Join us to learn how you can take a step up from appeals and email asks to building relationships with your donors by taking the time to meet with them!

In this workshop, participants will:

  • Learn how to secure and prepare for donor meetings.
  • Utilize their unique, organization-specific impact talking points and questions to ask their donors.
  • Understand how to develop confidence in building relationships with donors by attending donor meetings in person or virtually.

Session:
Category: Fundraising/Development
 

Presenter Bio(s)

Sarah Andrews - Andrews Coaching & Consulting
Sarah Andrews - Andrews Coaching & Consulting

Getting Unstuck: Overcome Roadblocks to Success in 3 Steps

Feeling stuck? When complex challenges are mounting, where do you even begin? Whether it's personal or organizational, big or (seemingly) small, wicked issues sap your energy. Take it from someone who's been there, and helped dozens of leaders get unstuck! Learn a helpful framework and practical tools you and your team can use, and reuse, to get clear on what matters and chart a path to success. So you can reclaim your energy – and get back to focusing on your mission.

In this workshop, participants will:

  • Identify what's at the heart of an issue that makes you feel "stuck."
  • Envision a future in which you've overcome that challenge.
  • Plan realistic steps to resolve your most pressing problem.

Session:
Category: Organizational Leadership
 

Presenter Bio(s)

David Wagner - Clear Mission Consulting, LLC
David Wagner - Clear Mission Consulting, LLC

Leveling the Playing Field: Retaining Professionals with Disabilities

The workshop educates leadership and HR professionals about disabilities, legal accommodation requirements (like those in the ADA), and respectful interaction with individuals with disabilities. The training aims to foster an inclusive workplace and typically includes: 1. Definition of Disability: Understanding what constitutes a disability and its various types, including physical, sensory, cognitive, and developmental impairments. 2. Communication Skills: Learning respectful language and adapting communication styles to diverse needs. 3. Reasonable Accommodations: Identifying and providing necessary adjustments to tasks, schedules, or environments for employees with disabilities. 4. Interactive Process: Engaging in collaborative discussions between employers and employees to determine appropriate accommodations. 5. Unconscious Bias: Addressing and overcoming biases about individuals with disabilities.

In this workshop, participants will:

  • Increase awareness of disability diversity in the workplace.
  • Improve relations and foster an inclusive environment.
  • Reduce staff overturn by attracting and retaining qualified individuals with disabilities.

Session:
Category: HR/Organizational Culture
 

Presenter Bio(s)

Kendra LaRoche - Special Needs Support Center of the Upper Valley
Kendra LaRoche - Special Needs Support Center of the Upper Valley

Connecting to DAF Holders and Access 250Bil in Charitable Donations

Ever find yourself navigating unfamiliar waters with Donor-Advised Funds (DAFs)? Curious about insider strategies for engaging DAF holders and tapping into the over $228 billion housed within these accounts? This session is designed to demystify DAFs, outlining their purpose and function. We'll delve into the pivotal roles of philanthropic advisors and financial intermediaries in this realm, reshaping your approach to connect with DAF holders creatively. Join Alyssa Wright from Wright Collective to explore innovative strategies including #HalfMyDaf and other movements, and discover how to optimize your database to effectively incorporate DAF holder and advisor data. This session aims to equip you with actionable insights to navigate and leverage the substantial opportunities within the DAF landscape.

In this workshop, participants will:

  • Define Donor Advised Funds (DAF) and learn who holds the keys to their access.
  • Learn effective strategies for engaging DAF holders and fostering connections with them.
  • Learn ways to connect with and stay connected with community foundations and their clients.

Session:
Category: Fundraising/Development
 

Presenter Bio(s)

Alyssa Wright - Wright Collective
Alyssa Wright - Wright Collective Sara Janjigian Trifiro - Wright Collective
Sara Janjigian Trifiro - Wright Collective

Leading with Laughter: Practical Lessons from the Frontlines of Leadership

This is a dynamic workshop designed to bring out the best in leaders by embracing the power of humor. In this engaging session, you'll discover how humor can be a valuable tool to navigate challenges, foster connection, and build resilient, motivated teams. Through real-life stories, interactive exercises, and evidence-based strategies, you'll learn how to use laughter to defuse tense situations, inspire creativity, and enhance team morale. Whether you're handling high-stakes projects or everyday hurdles, this workshop equips you with practical skills to lead confidently, bring joy to your workplace, and empower others. Join us to uncover the lighter side of leadership and walk away with a toolkit to make your impact lasting, uplifting, and fun.

In this workshop, participants will:

  • Discover how humor can enhance leadership and resilience.
  • Learn strategies for handling unexpected challenges with grace.
  • Build a stronger, more connected team using humor.

Session:
Category: Organizational Leadership
 

Presenter Bio(s)

Mary Maybury - Farmsteads of New England
Mary Maybury - Farmsteads of New England

AI Strategies for Powerful Personas and Impactful Content

Your audience is out there—but are you really connecting with them? Understanding your audience is the key to meaningful connections—and we're here to help you unlock it. Using cutting-edge AI strategies and proven techniques, you'll learn how to: Pinpoint EXACTLY who your ideal audience is and where you can find them (no more guessing). Build detailed personas that feel like you're speaking directly to their hearts. Create content so tailored it grabs attention and inspires action. This isn't theory—it's a blueprint you can put to work immediately. Whether you're growing your nonprofit, boosting engagement, or driving donations, this session will give you the tools to make it happen. Join us to learn how to connect with your audience on a deeper level and build relationships that last. We're excited to share these strategies with you!

In this workshop, participants will:

  • Identify their core audience and develop detailed audience personas on their own with ease.
  • Leverage AI tools and techniques to gain insights into audience behavior and preferences.
  • Leverage AI tools to help create engaging content for marketing and communications.

Session:
Category: Fundraising/Development
 

Presenter Bio(s)

Shawn Dixon - Clover Creative Group, LLC
Shawn Dixon - Clover Creative Group, LLC

The Non-technical Side of Cybersecurity: Creating a Cyber Aware Culture

Small organizations are increasingly facing cyberattacks—but why? While they may lack the robust IT security departments of banks or large health systems, small organizations still hold sensitive data that’s highly valuable on the dark web. While attacks are becoming more sophisticated, one of the keys to avoiding costly cyberattacks is to become a difficult target. In this workshop, we’ll focus on tips for smaller organizations to prepare and educate staff about the various scams and cyberthreats they may see.

In this workshop, participants will:

  • Identify one of the main causes of the cyberattacks you see on the news.
  • Identify how hackers use emotions to trick individuals.
  • Identify ways to prepare your staff for cyber risks with better security awareness.

Session:
Category: HR/Organizational Culture
 

Presenter Bio(s)

David Danielson - Catholic Charities New Hampshire
David Danielson - Catholic Charities New Hampshire

Building a Culture of Diversity Equity & Inclusion

My vision is to partner with your organization to help co-create a "beloved community," a thriving ecosystem where people of all backgrounds can come together, celebrate their unique gifts and perspectives, and build a culture of mutual understanding, respect, and empowerment. By making DEI a core organizational and community value and practice, we can break down the barriers that divide us, promote diversity in our systems, and create a thriving society. Diversity, equity, and inclusion should be the foundation of any nonprofit's work structure and culture. Creating a culture of DEI is moral and strategic for any mission-driven organization that aspires to create meaningful, equitable, and lasting change.

In this workshop, participants will:

  • Understand cultural diversity and the importance and power of diverse communities.
  • Understand strategies for building culturally diverse communities.
  • Use tools and frameworks to create welcoming, representative, and empowering environments for participants and the communities they serve.

Session:
Category: HR/Organizational Culture
 

Presenter Bio(s)

Fisto Ndayishimiye - Project S.T.O.R.Y.
Fisto Ndayishimiye - Project S.T.O.R.Y.

Show Me the Money: Keys to Successful Grant Budget Development

You've designed the program and identified possible funding streams – now you must develop a compelling budget that fully funds your proposed activities. A well-structured budget details how funding is allocated and is essential for demonstrating to funders the thorough preparation and viability of your project. This session will share approaches to developing a budget, including projecting revenue, identifying start-up costs, calculating overhead to support administrative costs, and identifying capital expenses, as well as special considerations for philanthropic versus government funding and common mistakes to avoid. Participants will leave with tools to create their own comprehensive foundation and government grant budgets.

In this workshop, participants will:

  • Create a budget that accurately reflects the costs of start-up and/or implementation.
  • Identify budget line items to include in program and operational budgets.
  • Communicate to funders the rationale for expenses through a compelling budget.

Session:
Category: Financial Management
 

Presenter Bio(s)

Lara Quiroga - Larksparre Consulting LLC
Lara Quiroga - Larksparre Consulting LLC

Public Speaking with Confidence and Even a Little Fun

Does the thought of public speaking have you quaking in your boots? Do you freeze up like a dear in the headlights when you have to make a presentation? Do you wish you could command more attention when you speak—whether its in front of a crowd or in a small group setting? Then this workshop is for you! This session covers all the basics from being sure of and preparing your content to walking into the room, from how to support your breath and release tension from your body to how to work with microphones, and from how to connect with an audience to vocal projection and enunciation. In this low stress workshop, participants can have fun learning to be a more effective speaker through hands-on participation or by cheering on others.

In this workshop, participants will:

  • Warm up the voice and body for better vocal presentation.
  • Become familiar with different speaking environments and technology (cordless microphones, podiums, lav mics, etc.).
  • Practice good confident posture to speak without tension.
  • Understand the roles that imagery, eye contact, and physicality play in a presentation.
  • Understand how to handle Q&A sessions and unexpected interruptions.

Session:
Category: Marketing and Communications
 

Presenter Bio(s)

Katie Collins - Capitol Center for the Arts
Katie Collins - Capitol Center for the Arts

Step Into the Light: The Powerful Impact of Partnership Models

Many small to mid-size non profit organizations have committed to an operating model that leaves them struggling to remain sustainable and impactful. For small non profits under $1M, the struggle to sustain best practices and attract the talent needed to ensure governance, fundraising, program development, finance, HR, strategic and legal requirements are adequately managed is real and trim consuming, pulling the organization away from its vital mission. This workshop will help leaders explore alternative operational models - collaborations, partnerships, mergers, and more - that can help broaden impact, energize donors, develop new advocates, and strengthen financial stability.

In this workshop, participants will:

  • Clear away any misconceptions of the value of strategic partnership.
  • Assess if a partnership could provide a strategic advantage and improve sustainability and impact.
  • Understand how to determine the most effective partnership opportunities.

Session:
Category: Organizational Leadership
 

Presenter Bio(s)

David Ports - LPA
David Ports - LPA Artie Lang - LPA
Artie Lang - LPA

Voices that Matter: Engaging People with Lived Expertise

The individuals and families that our organizations serve are the experts on what they need and what services are most impactful for them. Nonprofits can benefit greatly from this expertise and have a responsibility to engage the populations they serve thoughtfully and ethically. While there are many ways to learn from the communities we serve, meaningful engagement requires intentional planning, leadership, and a willingness to share power. This workshop will explore the importance of engaging people with lived experience (PWLE), share best practices for doing so ethically and equitably, and offer guidance on implementing these approaches in your organization.

In this workshop, participants will:

  • Understand the importance of engaging people with lived expertise (PWLE) in organizational functions and programming.
  • Apply best practices when engaging PWLE in their organizational work.
  • Name next steps that they or their organization will take towards engaging PWLE in decision making, program design, implementation, evaluation, or other aspects of their work.

Session:
Category: Organizational Leadership
 

Presenter Bio(s)

Ariel Hayes - Youth Success Project
Ariel Hayes - Youth Success Project James Difruscio - Waypoint
James Difruscio - Waypoint

Seven Great Questions for Coaching Leaders

Remember that person/people who helped form your values and responsibilities? Chances are they not only told you good information, but they also asked you good questions. When we are asked questions we have to think, process and evaluate, rather than just take in information. When we are asked good questions about our values and leadership, we think, process and evaluate, and become better, more resonant leaders. Coaching is about helping others see more deeply into their own actions, patterns and influence, connecting with their real values and learning how to live and lead with them intentionally. In this engaging and interactive presentation you'll learn seven great questions you can ask to help develop leaders, and yourself, as well as tips, insights and a few stories.

In this workshop, participants will:

  • Understand the value of the coaching model of leadership development.
  • Engage in appreciative inquiry to dig deeper into questions and challenges that they and others face.
  • Learn what makes great questions and how to ask them.

Session:
Category: Executive Leadership
 

Presenter Bio(s)

Douglas Babcock - Counterparts Coaching & Consulting
Douglas Babcock - Counterparts Coaching & Consulting

Managing Conflict and Having Difficult Conversations

Conflict is an inevitable part of any workplace, but effectively managing it can lead to stronger relationships, improved collaboration, and a more positive work environment. "Managing Conflict and Having Difficult Conversations" is a comprehensive training designed to equip professionals with the skills and strategies needed to handle conflicts and engage in challenging discussions with confidence and competence. This training will help you turn potentially negative situations into opportunities for growth and understanding.

In this workshop, participants will:

  • Understand conflict.
  • Learn conflict resolution strategies.
  • Learn effective communication skills.
  • Learn how to navigate difficult conversations.
  • Explore emotional intelligence in conflict management.

Session:
Category: Management/Supervision
 

Presenter Bio(s)

Toni Runci - BlueLion, LLC
Toni Runci - BlueLion, LLC Alison Milioto - BlueLion, LLC
Alison Milioto - BlueLion, LLC

Audits, Assurance & More: A Roadmap to Navigating Accounting Services

Understanding accounting services can act as a roadmap for your nonprofit, determining where, when, and how the organization manages resources. Join us as we navigate nonprofit accounting with a deeper dive into audits, reviews, compilations, preparations, and agreed-upon procedures - answering your questions about each service. What is the purpose? Why do you need it? When do you need it? How does it work? Amplify your organization's mission by understanding how these services can support your goals and help strengthen the financial health of your organization.

In this workshop, participants will:

  • Gain knowledge and confidence for engaging with an accounting firm.
  • Understand the various accounting services and how they can guide decisions.
  • Know what to expect when accounting services are required.

Session:
Category: Financial Management
 

Presenter Bio(s)

Abby Lamothe - Leone, McDonnell & Roberts, PA
Abby Lamothe - Leone, McDonnell & Roberts, PA Molly Burns - Leone, McDonnell & Roberts, PA
Molly Burns - Leone, McDonnell & Roberts, PA

Secrets to a Successful Nonprofit Leadership Transition

In 1998, Duncan McDougall founded the Children's Literacy Foundation (CliF), an award-winning nonprofit that inspires thousands of under-resourced young readers and writers throughout New Hampshire and Vermont. As he approached his 25th year as Executive Director, he knew it was time pass the torch to a new leader. To be as prepared as possible, Duncan spent a year interviewing Executive Directors and Board Chairs from 17 nonprofits that had recently gone through a leadership transition to learn what worked, what didn't, and what steps to avoid at all costs. These lessons helped CLiF make a very smooth and successful leadership transition in 2023. Duncan looks forward to sharing his findings and personal experiences with other nonprofit leaders.

In this workshop, participants will:

  • Learn the important steps to take, when to take them, and actions to absolutely avoid, when planning and executing a successful nonprofit leadership transition.

Session:
Category: Organizational Leadership
 

Presenter Bio(s)

Duncan McDougall - Children's Literacy Foundation
Duncan McDougall - Children's Literacy Foundation

From Zoomers to Boomers: Engaging Donors of All Ages

Have you ever wondered how your organization's fundraising efforts relate to your constituents from different generations? Chances are your Gen Z and Baby Boomer donors are learning about and engaging with your nonprofit differently. Your organization's outreach should be optimized through a generational lens to ensure the right audience is reached with the right message. In this session, you'll learn how to lead your development team to unlock hidden potential with your donors based on generational giving trends. In Bloomerang's 2024 Generational Giving Report, over 1,000 donors of all ages were asked to tell us how they discover nonprofits to support, how they stay connected to those nonprofits, their fundraising event habits, donor retention preferences, and more! Join us for a deep dive into some of the report's findings, including tactics to inspire your team as they engage with donors across generations.

In this workshop, participants will:

  • Learn why generational giving trends matter
  • Study a snapshot of each generation
  • Gain key omni-generational takeaways to enable your team (role of social media, word of mouth referrals, storytelling, non-financial support, using technology to make reaching each generation easier)

Session:
Category: Fundraising/Development
 

Presenter Bio(s)

Emily Kelly - Bloomerang
Emily Kelly - Bloomerang

Live Donor Journey Assessment: Scorecard & Improvement Plan

What's preventing people from becoming your avid fans? When it comes to digital marketing and fundraising, most nonprofits struggle to identify what's working, what's falling flat, and what's stopping people from becoming loyal supporters. When you're deep in the work every day, it's nearly impossible to catch the messaging and technical snags that are deterring people. And there may be great-fit digital channels for your organization that you're not tapping into yet. In this interactive workshop, we'll do a holistic review of your organization's digital presence, complete a donor journey scorecard, and create mini donor journey improvement plans. You will leave with a roadmap to upgrade your online donor experience at every stage, from awareness to email sign-ups, making a gift, and beyond.

In this workshop, participants will:

  • Understand how their online donor journey stacks up to best practices.
  • Think like a prospective donor when creating or editing digital content.
  • Bring a mini-improvement plan back to their teams.

Session:
Category: Marketing and Communications
 

Presenter Bio(s)

Caroline Griffin - Marketer on a Mission
Caroline Griffin - Marketer on a Mission

Elevating Careers Through Personalized Experiences

Unlock your potential and take charge of your career in our workshop, "Elevating Careers Through Personalized Experiences." Tailored specifically for small nonprofits, this session highlights the unique opportunities for personalized career development and meaningful employee experiences that larger corporations simply can't provide. We'll explore how smaller, mission-driven organizations can foster growth through individualized career plans, stronger employee engagement, and empathetic leadership—empowering you to make an impact while advancing your professional journey. If you're ready to thrive in a workplace where your voice matters and your growth is a priority, this workshop is for you!

In this workshop, participants will:

  • Develop personalized career plans: learn how to create and implement individualized career development strategies tailored to your goals within the unique framework of small nonprofit organizations.
  • Enhance employee engagement and experience: discover tools and techniques to foster meaningful employee experiences, improve workplace satisfaction, and strengthen commitment to your organization's mission.
  • Empower through empathetic leadership: gain insights into empathetic leadership practices that inspire empowerment, collaboration, and growth in small, mission-driven teams.

Session:
Category: HR/Organizational Culture
 

Presenter Bio(s)

Tamera Carmichael - Partnership for Public Health
Tamera Carmichael - Partnership for Public Health Courtney DeVost - Partnership for Public Health
Courtney DeVost - Partnership for Public Health

Addressing Today's Labor Market Challenges

New England's workforce crisis is at a tipping point, presenting challenges with recruiting, retention and overall employee satisfaction. This workshop will explore how Ascentria's PeopleFirst Pathways program is addressing these challenges by better understanding the issues facing employers and measuring the impact of targeted solutions/approaches. The focus of PeopleFirst Pathways is a dedication to the well-being and success of our own employees. This pioneering initiative aims to provide pathways to employment, professional growth, and personal fulfillment. By understanding our employees' aspirations along with the obstacles they face, we offer 1:1 confidential coaching and we are crafting a set of wraparound services to support our employees. By removing stress-inducing obstacles, we enable our employees to be more engaged, productive, and healthier, benefiting both their professional and personal lives.

In this workshop, participants will:

  • Explore the power of investing in a nonprofit workforce.
  • Learn to effectively advocate for this approach to their organizational leaders and secure funding through workforce development grants.
  • Learn about innovative strategies and discover how to implement them within their organization to overcome workforce challenges and boost employee satisfaction and well-being.

Session:
Category: HR/Organizational Culture
 

Presenter Bio(s)

Gary O'Neil - Ascentria Care Alliance
Gary O'Neil - Ascentria Care Alliance Jason Matthews- Ascentria Care Alliance
Jason Matthews- Ascentria Care Alliance

Tech Tapas: Super Helpful Tips To Make Life Easier

So often in the nonprofit world you are expected to know how to use technology without getting any training. With the speed of new apps and tech updates, there's ALWAYS an easier way to do what you're doing, yet most of us waste hours of time because we don't know the shortcuts or the new functionality, and absolutely don't have time to research it. "Because that's the way we've always done it" is a dangerous and demoralizing phrase. Presented by a tech expert and a nonprofit professional who's been there, give yourself a gift and take home some timesaving and jaw-dropping tech tips. Because every minute counts; don't waste them living in 2006 technology.

In this workshop, participants will:

  • Take home at least 10 new technology tips to make their workday more efficient and less frustrating.
  • Learn at least 5 new resources for quick answers to frustrating technology problems.
  • Share and gain tips from peers.

Session:
Category: Fundraising/Development
 

Presenter Bio(s)

Becky Kates - Becky Kates Development Consulting
Becky Kates - Becky Kates Development Consulting Lee Germeroth - Germeroth Consulting & Creative
Lee Germeroth - Germeroth Consulting & Creative

From Financial Freakout to Prosperous Nonprofit

This session provides nonprofit leaders with a comprehensive guide to mastering essential financial tools and strategies. You'll learn which financial statements are crucial to review regularly and how to interpret them effectively. Gain the skills to calculate key metrics that reveal your organization's financial health and use them to tell a compelling financial story to stakeholders. The session also delves into building a practical, accurate budget that aligns with your strategic goals and equips you with techniques to incorporate forecasting into your monthly financial routine. These insights will help you proactively navigate financial challenges, make informed decisions, and create a sustainable plan for growth and impact. Whether you're new to financial management or looking to refine your existing practices, this session offers actionable steps to enhance your organization's financial clarity and confidence.

In this workshop, participants will:

  • Analyze financial statements: Participants will be able to identify and interpret the key components of essential financial statements, such as the statement of activities and the statement of financial position, to assess their organization's financial health.
  • Calculate and apply key metrics: Participants will learn to calculate critical financial metrics, such as liquidity ratios and operating reserves, and use these insights to make data-driven decisions and effectively communicate their organization's financial story to stakeholders.
  • Develop and implement strategic budgets: Participants will gain the skills to create accurate, mission-aligned budgets and incorporate forecasting techniques into their monthly financial routines to ensure sustainability and adaptability in changing circumstances.

Session:
Category: Financial Management
 

Presenter Bio(s)

Stephanie Skryzowski - 100 Degrees Consulting
Stephanie Skryzowski - 100 Degrees Consulting

How to Build an Endowment Fund in the New World

The endowment is a crucial financial resource for many nonprofits, especially post COVID. Many nonprofits realize that endowments can add an important financial cushion and also diversify their revenues. Many executive directors, development directors, and trustees are not closely engaged with the endowment process. Yet, many are being asked to support campaigns that seek to both start and expand the endowment, and donors and stakeholders often ask probing questions about the endowment to the nonprofit leadership team. This session will help enhance the knowledge of endowment concepts and practices. We will also discuss the concept of the strategic endowment plan. We will have a local nonprofit panel that can share their endowment experiences.

In this workshop, participants will:

  • Enhance their knowledge of endowment concepts and practices for leadership as well as key development staff and trustees.
  • Learn the basics of the ongoing investment management process and how to inspire staff and leadership to have more knowledge and confidence when discussing the endowment process.
  • Learn how to plan for their first endowment fund.
  • Discuss the strategic endowment plan.

Session:
Category: Financial Management
 

Presenter Bio(s)

Patrick Decker - M&T Bank - Wilmington Trust, N.A.
Patrick Decker - M&T Bank - Wilmington Trust, N.A. Kathy Henrich - M&T Bank - Wilmington Trust, N.A.
Kathy Henrich - M&T Bank - Wilmington Trust, N.A.

Fostering a Supportive and Caring Workplace: Mental Health in the Workplace

As awareness of mental health in the workplace grows, fostering a supportive culture is more important than ever. This workshop will help participants better understand the experiences of those facing mental health challenges and explore the impact of inclusive language. Through small group discussions, attendees will learn practical strategies to encourage open communication and create a workplace where employees feel comfortable seeking help. Gain the tools to recognize signs of struggle, support colleagues, and promote workplace wellness.

In this workshop, participants will:

  • Identify signs and symptoms of a co-worker struggling with mental health.
  • Understand how workplace culture affects mental health.
  • Use communication strategies that foster a supportive workplace.
  • List resources and crisis support for mental health challenges.

Session:
Category: HR/Organizational Culture
 

Presenter Bio(s)

Liz Hodgkins - NAMI New Hampshire
Liz Hodgkins - NAMI New Hampshire Sarah Horne - Easterseals NH
Sarah Horne - Easterseals NH

Inclusive Leadership: Actionable Practices

Inclusive Leadership means that anyone impacted by results of decisions has their voice heard and respected. In this session, attendees will learn tangible tools to ensure staff, volunteer and program stakeholder voices are lifted up to inform major strategic decisions.

In this workshop, participants will:

  • Learn new tools to ensure all voices are at the table with major strategic decisions.
  • Tweak their leadership styles in a way that deeply listens to all levels of staff, volunteers and program participants.
  • Think about how technology innovations can help implement an ongoing feedback loop.

Session:
Category: Organizational Leadership
 

Presenter Bio(s)

Tim Smith-Gerding - Granite Impact LLC
Tim Smith-Gerding - Granite Impact LLC

Direct Mail: Still Wildly Effective After All These Years

While digital advertising continues to be the 8oo-pound gorilla of direct response marketing, direct mail is an underutilized channel that has been around for 100+ years and continues to offer unique benefits that can complement and enhance a company's overall fundraising and communications strategy to achieve more effective engagement. It plays an important role in engaging donors, potential donors, volunteers, and program recipients. Topics to be covered: 1. Benefits of direct mail 2. Where direct mail fits in to the overall engagement strategy 3. Direct mail use cases 4. Direct mail performance 5. Keys to successful direct mail campaigns 6. The importance of using the right data 7. Designing effective direct mail packages 8. Getting started: the basics.

In this workshop, participants will:

  • Craft data-driven campaigns: Learn how to analyze donor data to identify high-value prospects and tailor messaging that resonates.
  • Design for results: Become familiar with the art of creating compelling direct mail packages and discover best practices for layout, visuals, and calls to action.
  • Measure success: Understand key metrics to track the effectiveness of direct mail efforts.
  • Integrate seamlessly: Learn how to integrate direct mail with other strategies for a multi-channel approach.

Session:
Category: Marketing and Communications
 

Presenter Bio(s)

Phil Goodhart - PMG Marketing Solutions
Phil Goodhart - PMG Marketing Solutions

Seeing Through the AI Hype: Useful Ways to Use AI

Learn how AI can have a practical impact on your work through real-world examples of how nonprofits are leveraging AI's ability to bring structure to unstructured information, enabling new automation, streamlining workflows, and ultimately saving precious time and resources.

In this workshop, participants will:

  • Explore various case studies that showcase successful AI implementations.
  • Understand the fundamentals of where AI can and can't help.
  • Grasp the "Do's and Don'ts" of rolling out AI as a change process.

Session:
Category: Operations and Technology
 

Presenter Bio(s)

Ryan Knight - Insource Services, Inc.
Ryan Knight - Insource Services, Inc.

Presenter Bios

1

Emily Kelly

With over 15 years of experience working in the nonprofit sector and in various roles focused on sales and relationship management, Emily brings the perfect blend of experience to her role at Bloomerang. As National Accounts Manager, Emily seeks to cultivate and preserve partnerships with new national nonprofit organizations, affiliates, and existing partners. She engages with prospects and current customers around the country to showcase solutions and unique offerings that Bloomerang provides for growing nonprofits.

View Workshop: From Zoomers to Boomers: Engaging Donors of All Ages

Emily Kelly - Bloomerang
Emily Kelly - Bloomerang

Alyssa Wright & Sara Janjigian Trifiro

Alyssa Wright is the Founder and CEO of Wright Collective, a community of consultants committed to mobilizing resources for social change. 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 $100,000,000 of resource flow. Having spent time as a human rights activist in Eastern Europe and Africa, Alyssa brings over a decade of experience in international philanthropy and fundraising to Wright Collective. 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.

Sara Janjigian Trifiro has dedicated over 30 years to serving the nonprofit sector, leveraging her expertise to develop programs and operational strategies that help organizations grow their brands and advance their missions. As a marketing strategist, she partners with nonprofits to amplify their reach, strengthen their messaging, and attract new, passionate donors. Sara also excels in operational strategy, having guided numerous organizations through the identification and implementation of systems such as CRMs, websites, and marketing communication tools that better align with their evolving needs. With more than 15 years of experience working alongside financial services organizations focused on supporting nonprofits, Sara is especially passionate about helping nonprofits access donor-advised funds (DAFs) and other critical resources to fuel their work and achieve greater impact.

View Workshop: Connecting to DAF Holders and Access 250Bil in Charitable Donations

Alyssa Wright - Wright Collective
Alyssa Wright - Wright Collective Sara Janjigian Trifiro - Wright Collective
Sara Janjigian Trifiro - Wright Collective

Tamera Carmichael & Courtney DeVost

Tammy is a highly experienced leader in public service and nonprofit sectors with a 29-year career dedicated to creating and leading impactful social support and public health programs. Since 2020, Tammy has served as the Executive Director and now CEO of the Partnership for Public Health Inc. (PPH), where she has demonstrated her dynamic leadership, fostering innovation and driving organizational success. She is known for her ability to operate with a forward-thinking, solution-based approach while being deeply responsive to both individual needs and larger operational goals. Her leadership style is marked by transparency, accountability, and strong communication, always fostering collaboration across teams and promoting an inclusive and empowering environment. Tammy's approach is rooted in emotional intelligence, and she leverages this strength to inspire her teams while driving sustainable, strategic initiatives within the organization.

With a deep passion for business operations, Courtney excels in driving organizational growth and operational efficiency. A lifelong learner, she continuously expands her expertise through certifications and innovative training in best practices, ensuring her organization is always prepared for new opportunities. Holding a Bachelor's degree in Business Administration with concentrations in Accounting and Human Resources from Southern New Hampshire University (2021) and an Associate's degree in Business Administration from New Hampshire Technical Institute (2018), she brings a robust understanding of finance, HR, and compliance. Currently serving as the Chief Operating Officer at Partnership for Public Health (PPH), she is dedicated to advancing organizational transparency, operational excellence, and community-focused public health initiatives. Adept in financial management, human resources, and technology, she champions efficiency, fosters team collaboration, and implements strategies for sustainable growth. Her commitment to innovation and mission-driven leadership consistently benefits PPH and the communities it serves.

View Workshop: Elevating Careers Through Personalized Experiences

Tamera Carmichael - Partnership for Public Health
Tamera Carmichael - Partnership for Public Health Courtney DeVost - Partnership for Public Health
Courtney DeVost - Partnership for Public Health

Lara Quiroga

Lara Quiroga is President of Larksparre Consulting LLC. Passionate about helping nonprofits stabilize, grow, and strengthen, she provides strategic planning, grant writing, board development, leadership coaching, and assessment support. With more than 25 years of experience in the health, education, and human services sectors, Lara has extensive experience in program development, grants administration, system-building, and change management to promote organizational effectiveness and efficiency. Lara has over 15 years of experience in nonprofit Board leadership, currently serving as President of the Concordia Lutheran Church Council and Board Secretary for Friends of Aine Center for Grieving Children and Families. Lara is a member of the City of Manchester Office of Youth Services Advisory Board and the Greater Manchester Chamber's Leadership Greater Manchester Alumni Network Steering Committee. Lara earned her bachelor's from Granite State College and master's from SNHU and has specialized training in Implementation Science and Community Health Advocacy Management.

View Workshop: Show Me the Money: Keys to Successful Grant Budget Development

Lara Quiroga - Larksparre Consulting LLC
Lara Quiroga - Larksparre Consulting LLC

Stephanie Skryzowski

Stephanie Skryzowski is a visionary Chief Financial Officer who helps nonprofit leaders better understand and use their numbers to make smart decisions to grow their bottom line and their impact. She is the Founder and CEO of 100 Degrees Consulting which provides financial strategy and bookkeeping services to nonprofits around the globe. Stephanie delivers advice on nonprofit leadership, strategic budgeting, cash flow management, financial reporting and analysis, and more. Her podcast, The Prosperous Nonprofit, and online course, Master Your Nonprofit Numbers, help nonprofit leaders build thriving nonprofit organizations, strong and healthy teams, and a sustainable and profitable bottom line. She holds a Master's degree in Public Administration from New York University, focusing on nonprofit management and finance.

View Workshop: From Financial Freakout to Prosperous Nonprofit

Stephanie Skryzowski - 100 Degrees Consulting
Stephanie Skryzowski - 100 Degrees Consulting

Shawn Dixon

Shawn is a brand messenger for today's technology-driven marketplace. He is an award-winning illustrator and fine artist, which expands his creativity for designing for web and print. Shawn specializes in web design, logo design, and brand development. Rockport Publishing has published him nine times as a top designer.

View Workshop: AI Strategies for Powerful Personas and Impactful Content

Shawn Dixon - Clover Creative Group, LLC
Shawn Dixon - Clover Creative Group, LLC

David Danielson

David Danielson is the General Counsel and Compliance Officer for Catholic Charities New Hampshire, a human services organization supporting individuals in need throughout New Hampshire. David is responsible for administering all elements of the Compliance Program including the organization's policies, training and education, compliance investigations, and cybersecurity awareness. Additionally, David oversees various legal initiatives for the organization. A life-long NH resident, David graduated from the University of New Hampshire School of Law in 2017 with a Certificate in Health Law and Policy and received his B.S. in Business Administration from the University of New Hampshire in 2013.

View Workshop: The Non-technical Side of Cybersecurity: Creating a Cyber Aware Culture

David Danielson - Catholic Charities New Hampshire
David Danielson - Catholic Charities New Hampshire

Phil Goodhart

Phil Goodhart is a seasoned professional dedicated to helping nonprofits enhance their fundraising efforts and foster deeper, more effective relationships with donors, volunteers, and program participants. With expertise spanning digital strategies and traditional channels such as direct mail, Phil provides a well-rounded approach to achieving fundraising goals. His experience as a nonprofit board president and active involvement with the Association of Fundraising Professionals give him a comprehensive understanding of the nonprofit sector. Phil also brings a wealth of knowledge from his successful for-profit career, offering a unique perspective that helps nonprofits navigate challenges and seize opportunities. His blend of strategic thinking and hands-on experience has consistently delivered results for his clients. A lifelong learner, Phil holds a BA from Princeton University and an MBA from Harvard Business School. His passion for making a difference continues to empower nonprofits to thrive in an ever-evolving philanthropic landscape.

View Workshop: Direct Mail: Still Wildly Effective After All These Years

Phil Goodhart - PMG Marketing Solutions
Phil Goodhart - PMG Marketing Solutions

Abby Lamothe & Molly Burns

Abby Lamothe, CPA, started at Leone, McDonnell & Roberts, P.A. in 2018. 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 of Seacoast Eat Local. She is also on the Board of Directors of The Greater Dover Chamber of Commerce and a cat and small animal care volunteer with Pope Memorial Humane Society - Cocheco Valley.

Molly Burns, CPA, began her accounting career at Leone, McDonnell & Roberts, P.A. in 2019. She earned a Master of Science in Accounting from the University of New Hampshire. Molly primarily works on audits, reviews, and compilations for nonprofits and housing entities, including HUD properties, low-income housing tax credit properties, and HOAs. She is a member of the New Hampshire Society of Certified Public Accountants Young Professionals Committee.

View Workshop: Audits, Assurance & More: A Roadmap to Navigating Accounting Services

Abby Lamothe - Leone, McDonnell & Roberts, PA
Abby Lamothe - Leone, McDonnell & Roberts, PA Molly Burns - Leone, McDonnell & Roberts, PA
Molly Burns - Leone, McDonnell & Roberts, PA

Douglas Babcock

Doug Babcock began his leadership journey at the age of 16 when he enrolled in an emergency medical technician class. More than 30 years later he has decades of crisis leadership experience and training, an MBA and certification in a number of industries. He has taught and mentored hundreds of professionals of every age in many fields. He now focuses on developing leaders through coaching, training and consulting. His vision is to share the lessons he had learned about leadership and the power of mindset with others who want to lead dynamic teams, based on their values, to achieve amazing results that benefit others, and who want to challenge themselves to grow professionally.

View Workshop: Seven Great Questions for Coaching Leaders

Douglas Babcock - Counterparts Coaching & Consulting
Douglas Babcock - Counterparts Coaching & Consulting

Mary Maybury

Mary Maybury, an Army veteran and skilled program leader, has built a career focused on impactful community support and development. With extensive experience in clinical and behavioral homes, Mary has contributed significantly to transitional housing through the Federal Bureau of Prisons (FBOP) as well as forensic and emergency placement programs through her work with the Moore Center. Known for her dedication to person-centered care, she creates programs that not only serve immediate needs but also foster long-term stability for individuals. Mary drives meaningful systemic and operational changes by blending both qualitative and quantitative insights, ensuring improvements are measurable and impactful. A passionate advocate for team growth, she promotes professional development and robust training initiatives for staff, building a workforce that is well-equipped to meet diverse community needs. Her comprehensive approach and commitment to quality make her a transformative leader in program development and community support.

View Workshop: Leading with Laughter: Practical Lessons from the Frontlines of Leadership

Mary Maybury - Farmsteads of New England
Mary Maybury - Farmsteads of New England

Becky Kates & Lee Germeroth

Becky Kates has worked in the development field for 20 years for statewide and local organizations spanning multiple industries. She was part of the development team at New Hampshire Public Radio, acted as Development Director at Prescott Park Arts Festival, and later Krempels Center in Portsmouth, NH. Becky has participated on grants review panels for the New Hampshire State Council on the Arts, and currently serves as a board member and Secretary of the Association of Fundraising Professionals – the Northern New England chapter. Throughout her career, her focus has been on helping nonprofit organizations build their capacity to engage the community and encourage strong philanthropic support from individuals, corporations, foundations, and other friends and investors.

Lee Germeroth is a digital marketing and web development expert with over 10 years of experience. He is the owner and founder of Germeroth Consulting & Creative where they develop and implement creative solutions and content for businesses and organizations. Their main pillars of business are web design/development, email marketing, social media marketing and search engine optimization.

View Workshop: Tech Tapas: Super Helpful Tips To Make Life Easier

Becky Kates - Becky Kates Development Consulting
Becky Kates - Becky Kates Development Consulting Lee Germeroth - Germeroth Consulting & Creative
Lee Germeroth - Germeroth Consulting & Creative

Sarah Andrews

Sarah has 20 years of nonprofit senior management and fund development experience with organizations of all sizes. In addition to her extensive fundraising experience, her work focuses on building profitable partnerships, organizational capacity building, annual and capital campaigns, engagement and stewardship programs, strategic growth planning, sponsorship and promotions, grant writing, and major giving programs. Sarah has successfully worked with many nonprofit organizations in growing and strengthening their board and committee structures. In 2017, Sarah opened Andrews Coaching & Consulting with a mission to help nonprofits successfully grow and expand their missions.

View Workshop: Build Your Confidence in Securing and Attending a Donor Meeting

Sarah Andrews - Andrews Coaching & Consulting
Sarah Andrews - Andrews Coaching & Consulting

Gary O'Neil & Jason Matthews

As Chief Social Innovation Officer, Gary O'Neil has created a new division of the organization designed to break down barriers by offering social supports and a professional growth infrastructure capacity that puts staff and clients on a path to sustainability and thriving. He is a mission-focused executive with a career history of building and leading transformational programs that support individuals, families, and youth and create pathways to opportunity for all. Prior to joining Ascentria, Gary served in a dual role as President and Board Chair of the Bright Horizons Foundation for Children and SVP, Employee Engagement for Bright Horizons.

Jason Matthews, MBA, is the Director of Employment and Education at Ascentria Care Alliance, where he collaborates with a talented and innovative team to advance workforce development initiatives and support career pathway solutions. He also serves as the WIOA Operator for Central Massachusetts and teaches for the National Veterans Training Institute (NVTI), bringing nearly fifteen years of experience in training, leadership, and program implementation. Jason has extensive experience presenting at national and regional workforce events, including the National Association of Workforce Development Professionals (NAWDP) and the Massachusetts Nonprofit Network (MNN) conference. A U.S. Air Force veteran, he leverages his expertise in workforce systems, grant management, and cross-sector partnerships to create impactful employment and education solutions for diverse populations.

View Workshop: Addressing Today's Labor Market Challenges

Gary O'Neil - Ascentria Care Alliance
Gary O'Neil - Ascentria Care Alliance Jason Matthews- Ascentria Care Alliance
Jason Matthews- Ascentria Care Alliance

Ariel Hayes & James Difruscio

Ariel Hayes (she/they) is the Executive Director of the Youth Success Project (YSP), a youth-led organization focused on centering and uplifting the voices and lived experience of young people who have experienced homelessness in New Hampshire. Ariel had her own brief experience with homelessness at 22 years old, and has been working in the youth homelessness field since. She led the YSP through a period of major growth, co-authored the Balance of State Continuum of Care's Coordinated Community Plan to end youth homelessness, co-led the state's Youth Count efforts, developed provider trainings with youth members of the YSP, and much more. Ariel is passionate about shifting power to those most affected by social inequities and working with allies to be good partners in that work.

James Difruscio (he/him) is the Youth Navigator for the Manchester Continuum Of Care of Waypoint, James's position is the “front door” of all waypoint programs for youth and young adults ages 12-24 who are experiencing any housing crisis in Manchester. James had his own experience with homelessness at 18 years old on the seacoast, and has been an advocate and working in the youth homelessness field since then. James has uplifted LGBTQ+ groups within the waypoint youth resource centers with Seacoast Outright, has Strived to build long lasting relationships within the communities he has worked in to educate others and empowering young people to let their voices be heard.

View Workshop: Voices that Matter: Engaging People with Lived Expertise

Ariel Hayes - Youth Success Project
Ariel Hayes - Youth Success Project James Difruscio - Waypoint
James Difruscio - Waypoint

Kendra LaRoche

Dr. Kendra LaRoche is the Executive Director of the Special Needs Support Center, a non-profit whose reach encompasses the entire Upper Valley of Vermont and New Hampshire. She founded Enabled Upper Valley, which enhances accessibility for those with disabilities by partnering with businesses to provide free training and consulting services. Dr. LaRoche is a charismatic presenter who offers meaningful advice based on genuine experiences.

View Workshop: Leveling the Playing Field: Retaining Professionals with Disabilities

Kendra LaRoche - Special Needs Support Center of the Upper Valley
Kendra LaRoche - Special Needs Support Center of the Upper Valley

Liz Hodgkins & Sarah Horne

Liz Hodgkins is the Deputy Director of NAMI New Hampshire (National Alliance on Mental Illness) and a Certified Volunteer Administrator. Prior to her role as Deputy Director, Liz served as the Adult Program Director at NAMI NH, coordinating state-wide programs and overseeing the administration of volunteers throughout the organization. For over 10 years, Liz has worked to strengthen NAMI NH's services by developing robust volunteer programming, cultivating relationships with an essential network of 200+ statewide volunteers, advancing mission-driven programming, and growing the organization's peer support capacity at transitional housing programs throughout the state.

Sarah Horne is a Senior HR Business Partner and has been with Easterseals for 19 years. She has a BA in Psychology, HR Management Certificate and a SHRM-CP certification. Sarah is a volunteer with NAMI NH serving on their Board as well as an In Our Own Voice Presenter, sharing her story of her own lived experience with mental illness and her path to recovery. Sarah is passionate about decreasing the stigma attached to mental illness and advocating for this cause.

View Workshop: Fostering a Supportive and Caring Workplace: Mental Health in the Workplace

Liz Hodgkins - NAMI New Hampshire
Liz Hodgkins - NAMI New Hampshire Sarah Horne - Easterseals NH
Sarah Horne - Easterseals NH

Patrick Decker & Kathy Henrich

As the head of Institutional Outsourced Chief Investment Officer (OCIO) solutions for Wilmington Trust, Patrick oversees a business dedicated to providing investment advisory services to institutions and nonprofits. Patrick’s team uses their unique experience and knowledge to develop, manage, and serve some of Wilmington Trust’s largest institutional and nonprofit client relationships. Patrick joined Wilmington Trust in 2023, bringing over 20 years of investment industry experience. His background includes working with both taxable and tax-exempt investors across many market segments, including high-net-worth individuals, family offices, institutions, and nonprofits. Previously, Patrick spent six years as managing director with Verger Capital Management, an OCIO that exclusively serves the nonprofit endowment and foundation community, where his responsibilities included client development and relationship management. Prior to Verger, Patrick spent over 12 years in various roles with Hirtle Callaghan & Co., another OCIO firm, where he developed and managed relationships with ultra-high-net-worth families and nonprofit institutions. Patrick began his investment career with The Vanguard Group where he held multiple client-facing positions of increasing responsibility during his tenure. Patrick holds a bachelor’s degree in economics from Washington & Lee University in Lexington, VA, and he is a Certified Financial Planner™. An active supporter of the local nonprofit community, Patrick currently serves as president of the Brandywine Ballet Board of Directors and as a board member for Pioneer Quix Stix, a nonprofit youth lacrosse program. When not working, Patrick enjoys traveling, cooking, Philadelphia sports, and spending time with his wife and their two daughters.

Kathy is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the New England region. She works closely with clients and their advisors to develop financial strategies that seek to help clients meet their current needs and plan for their long-term objectives. Kathy also coordinates the various services her clients require based on their unique needs, including investment management, planning, trust, private banking, and family office services. Kathy has more than 15 years of experience in the financial services industry and has been a business owner for nearly a decade. Prior to joining Wilmington Trust, she worked at TIAA Wealth Management as well as Citizens Private Wealth Management focusing on retirement planning, financial planning, private banking and lending, estate planning, and collaborating with her clients’ professional teams to help them achieve their wealth and legacy goals. Kathy holds a bachelor’s degree from the University of New Hampshire. She also holds the FINRA series 6, 7, 63, and 65 licenses as well as insurance licenses. Kathy serves her community through volunteering her time in numerous activities. Outside of her passion for her career, Kathy enjoys spending time with her family and friends, long walks with her golden retriever, gardening, any time on the lake, fishing, golfing, tennis, pickleball, skiing, snowshoeing, and snowmobiling.

View Workshop: How to Build an Endowment Fund in the New World

Patrick Decker - M&T Bank - Wilmington Trust, N.A.
Patrick Decker - M&T Bank - Wilmington Trust, N.A. Kathy Henrich - M&T Bank - Wilmington Trust, N.A.
Kathy Henrich - M&T Bank - Wilmington Trust, N.A.

Duncan McDougall

Duncan McDougall founded the Children's Literacy Foundation in 1998, and served as its Executive Director for 25 years. Duncan has an MBA from the Tuck School of Business at Dartmouth College. He worked as a management consultant for 7 years. He has also worked as a freelance writer, teacher, and public radio commentator for NHPR. He is active in local environmental and political campaigns. He and his wife live in Waterbury Center, Vermont.

View Workshop: Secrets to a Successful Nonprofit Leadership Transition

Duncan McDougall - Children's Literacy Foundation
Duncan McDougall - Children's Literacy Foundation

Caroline Griffin

Caroline Griffin, the Marketer on a Mission, helps nonprofits grow their fans and funds online with donor research, messaging refinement, and digital strategy. At the start of her career, Caroline led the marketing and communications department at a statewide public health nonprofit in Texas, helping the organization double in size in just a few years. After earning her master's degree in marketing, she joined the agency Mighty Citizen as their first marketing strategist. In 2020, Caroline founded Marketer on a Mission and has helped clients including Humanity & Inclusion US, the Institute for the Study of War, the Antarctic & Southern Ocean Coalition, the Chandler Foundation, BRAC USA, and the Adventure Project, upgrade their messaging and donor journeys. You can catch Caroline's tips by following her LinkedIn and monthly e-newsletter, The Good Stuff.

View Workshop: Live Donor Journey Assessment: Scorecard & Improvement Plan

Caroline Griffin - Marketer on a Mission
Caroline Griffin - Marketer on a Mission

Katie Collins

Katie has been a part of NH's nonprofit community since 1990. She is currently in her 20th Season as the Director of Development for the Capitol Center for the Arts. She is a 2007 graduate of Leadership NH and a former LNH Trustee. Her prior positions include serving as the Executive Director of the NH Writers' Project and the Director of Development for NH Humanities. Among her accomplishments are the 2019 opening of the Bank of NH Stage following a $6.9 million capital campaign and keeping a performing arts center alive during the pandemic shutdown. Katie enjoys teaching and offers workshops on grant writing, donor stewardship, and public speaking for NH's nonprofit community. Katie lives in Manchester with her wife Kelly and four troublesome cats where they enjoy frequent visits from their talented 25-year-old daughter Liza. She tries very hard not to take herself too seriously.

View Workshop: Public Speaking with Confidence and Even a Little Fun

Katie Collins - Capitol Center for the Arts
Katie Collins - Capitol Center for the Arts

Tim Smith-Gerding

Tim Smith-Gerding is a social impact strategist with two decades of leadership experience at nonprofits and foundations. He has held leadership roles at Tides, The Boston Foundation and Full Circle Fund. Based in Concord, Tim runs Granite Impact LLC, a social impact consultancy that develops strategies and leaders for positive social change. Tim has expertise in Strategic Planning, Interim Leadership, Partnerships and Advocacy. He has served on over 15 nonprofit boards, and studied at Harvard Business School and Colby College. Tim has been an Executive Director, Funder, Fundraiser and Community Organizer.

View Workshop: Inclusive Leadership: Actionable Practices

Tim Smith-Gerding - Granite Impact LLC
Tim Smith-Gerding - Granite Impact LLC

David Ports & Artie Lang

David has over 35 years of non-profit leadership. His career has included a unique blend of successful assignments within the performing arts, environmental conservation, and community service sectors. His expertise includes strategic thinking and planning, board governance, financial development, partnerships and collaboration, and change management. David spent 26 years with the YMCA movement, working with Ys in New Hampshire, Wisconsin, Washington, Montana, and representing the national office in California. He draws from his YMCA career as well as other sectors to help organizations be impactful and sustainable. David and his wife, Kathleen, have been married since 1998 and together they have two children – Sam, 22 and Lily, 16. David is a graduate of the University of New Hampshire, likes to travel and explore new places, hike, bike, ski, and trail-run and is a proud member of Red Sox Nation. David and his family live New Hampshire.

Artie has over 20 years of non-profit leadership in a variety of YMCAs. He is an experienced CEO and ready to help nonprofits maximize their impact. His career includes 30 years of leading overnight camps and other residential youth programs. Most recently as the CEO of the Takodah YMCA Artie has been able to help young people discover who they are and what they can achieve. Artie is a compelling facilitator recognized for his expertise in board development, volunteer engagement, strategic planning, operational problem solving, capital planning, fundraising, and risk management, Artie has always built a culture of trust and support to improve multiple organizations. He holds degrees from the University of Kansas and the University of New Hampshire. He and his wife Kristina live in Keene, NH. When she isn't running her veterinary practice they enjoy golfing, travelling to explore new places, and are avid sports fans.

View Workshop: Step Into the Light: The Powerful Impact of Partnership Models

David Ports - LPA
David Ports - LPA Artie Lang - LPA
Artie Lang - LPA

Ryan Knight

Ryan leads Insource's Data and AI team, addressing client demand for streamlined workflows using AI-driven automation and improved decision-making from better access to data. His background and experience in launching new initiatives, coupled with the depth of his knowledge in the world of data & AI, helps deliver real-world solutions that drive client success. Prior to working at Insource, Ryan was the founder and CEO of an educational technology startup. Ryan held previous data & strategy roles in education, international development and energy. Ryan received his MBA from the Yale School of Management as well as a BA in Mathematical Economics from Pomona College.

View Workshop: Seeing Through the AI Hype: Useful Ways to Use AI

Ryan Knight - Insource Services, Inc.
Ryan Knight - Insource Services, Inc.

Toni Runci & Alison Milioto

Toni brings over 15 years of extensive HR experience to the table. She holds a Bachelor's in Business from Southern New Hampshire University (SNHU) and a Master's in Human Resources. Throughout her career, Toni has contributed her expertise across various industries including retail, construction, healthcare, and automotive, among others. She is certified by both the Society for Human Resource Management (SHRM) and the Human Resource Certification Institute (HRCI), affirming her professional expertise. As a co-founder and owner of BlueLion, Toni continues to shape and innovate HR strategies across industries.

Alison is the co-founder and owner of BlueLion, where her focus is on business development and growth. With nearly eight years of HR experience and a Masters in Business from UNH, she helps clients implement benefit packages, manage employee relations, improve engagement, and drive strategic HR initiatives. Alison is also deeply involved in her community, serving on the boards of MAHRA (Manchester Area Human Resources), Make-A-Wish New Hampshire, 100 Women Who Care Southern NH, and the Southern NH Home Builders Association. In her free time, she enjoys hiking with her fur baby Kona, snowmobiling, and mountain biking.

View Workshop: Managing Conflict and Having Difficult Conversations

Toni Runci - BlueLion, LLC
Toni Runci - BlueLion, LLC Alison Milioto - BlueLion, LLC
Alison Milioto - BlueLion, LLC

David Wagner

David founded Clear Mission Consulting with the conviction that the right combination of strategy and leadership could help mission-driven organizations change the world for good. His belief is rooted in over 15 years of experience helping dozens of nonprofit and government agencies to amplify their mission impact through effective strategic planning and execution, including 10+ years of first-hand leadership experience. David's specialty is combining facilitated planning with hands-on leadership coaching to help nonprofits put their strategies into action. He emphasizes people-first approaches that foster commitment and creating lasting mission impact.

View Workshop: Getting Unstuck: Overcome Roadblocks to Success in 3 Steps

David Wagner - Clear Mission Consulting, LLC
David Wagner - Clear Mission Consulting, LLC

Fisto Ndayishimiye

Fisto wants to promote a strong culture of diversity, equity, and inclusion (DEI) within the nonprofit sector. As an experienced diversity, equity, and inclusion facilitator, he has dedicated over five years to creating more welcoming, just, and inclusive communities where people of all backgrounds can truly belong and thrive. A deep commitment to DEI is essential for our communities' long-term health, sustainability, and impact and the well-being and empowerment of the diverse communities we serve.

View Workshop: Building a Culture of Diversity Equity & Inclusion

Fisto Ndayishimiye - Project S.T.O.R.Y.
Fisto Ndayishimiye - Project S.T.O.R.Y.

Workshops by Session

Workshop Title Presenters Workshop Category Session
Build Your Confidence in Securing and Attending a Donor Meeting Sarah Andrews
Andrews Coaching & Consulting
Fundraising/Development
Seven Great Questions for Coaching Leaders Douglas Babcock
Counterparts Coaching & Consulting
Executive Leadership
Public Speaking with Confidence and Even a Little Fun Katie Collins
Capitol Center for the Arts
Marketing and Communications
Elevating Careers Through Personalized Experiences Tamera Carmichael & Courtney DeVost
Partnership for Public Health
HR/Organizational Culture
Fostering a Supportive and Caring Workplace: Mental Health in the Workplace Liz Hodgkins & Sarah Horne
NAMI New Hampshire & Easterseals NH
HR/Organizational Culture
The Non-technical Side of Cybersecurity: Creating a Cyber Aware Culture David Danielson
Catholic Charities New Hampshire
HR/Organizational Culture
How to Build an Endowment Fund in the New World Patrick Decker & Kathy Henrich
M&T Bank - Wilmington Trust, N.A.
Financial Management
AI Strategies for Powerful Personas and Impactful Content Shawn Dixon
Clover Creative Group, LLC
Fundraising/Development
Direct Mail: Still Wildly Effective After All These Years Phil Goodhart
PMG Marketing Solutions
Marketing and Communications
Live Donor Journey Assessment: Scorecard & Improvement Plan Caroline Griffin
Marketer on a Mission
Marketing and Communications
Voices that Matter: Engaging People with Lived Expertise Ariel Hayes & James Difruscio
Youth Success Project & Waypoint
Organizational Leadership
Tech Tapas: Super Helpful Tips To Make Life Easier Becky Kates & Lee Germeroth
Becky Kates Development Consulting & Germeroth Consulting & Creative
Fundraising/Development
Seeing Through the AI Hype: Useful Ways to Use AI Ryan Knight
Insource Services, Inc.
Operations and Technology
Audits, Assurance & More: A Roadmap to Navigating Accounting Services Abby Lamothe & Molly Burns
Leone, McDonnell & Roberts, PA
Financial Management
Leveling the Playing Field: Retaining Professionals with Disabilities Kendra LaRoche
Special Needs Support Center of the Upper Valley
HR/Organizational Culture
Leading with Laughter: Practical Lessons from the Frontlines of Leadership Mary Maybury
Farmsteads of New England
Organizational Leadership
Secrets to a Successful Nonprofit Leadership Transition Duncan McDougall
Children's Literacy Foundation
Organizational Leadership
Building a Culture of Diversity Equity & Inclusion Fisto Ndayishimiye
Project S.T.O.R.Y.
HR/Organizational Culture
Addressing Today's Labor Market Challenges Gary O'Neil & Jason Matthews
Ascentria Care Alliance
HR/Organizational Culture
Step Into the Light: The Powerful Impact of Partnership Models David Ports & Artie Lang
LPA
Organizational Leadership
Show Me the Money: Keys to Successful Grant Budget Development Lara Quiroga
Larksparre Consulting LLC
Financial Management
Managing Conflict and Having Difficult Conversations Toni Runci & Alison Milioto
BlueLion, LLC
Management/Supervision
From Financial Freakout to Prosperous Nonprofit Stephanie Skryzowski
100 Degrees Consulting
Financial Management
Inclusive Leadership: Actionable Practices Tim Smith-Gerding
Granite Impact LLC
Organizational Leadership
Getting Unstuck: Overcome Roadblocks to Success in 3 Steps David Wagner
Clear Mission Consulting, LLC
Organizational Leadership
Connecting to DAF Holders and Access 250Bil in Charitable Donations Alyssa Wright & Sara Janjigian Trifiro
Wright Collective
Fundraising/Development
From Zoomers to Boomers: Engaging Donors of All Ages Emily Kelly
Bloomerang
Fundraising/Development

Exhibitors

AFP NNE Logo

AFP Northern New England

PO Box 1794
Brattleboro, VT 05301
United States

Bangor Savings Bank Logo

Bangor Savings Bank

24 Hamlin Way
Bangor, ME 04401
United States

BNH

Bank of New Hampshire

62 Pleasant Street
Laconia, NH 03246
United States

Blue Lion Logo

BlueLion LLC

-
Manchester, NH 03101
United States

CBIZ formerly Marcum LLP

CBIZ

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

Checkmate Logo

CheckmateHCM

287 South Main Street
Concord, NH 03301
United States

Comcast NBCUniversal Logo

Comcast NBCUniversal

85 East Belcher Road
Foxboro, MA 02035
United States

Franklin Savings Bank

Franklin Savings Bank

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

Granite Edvance Logo Stacked

Granite Edvance

3 Barrell Court
Concord, NH 03301
United States

Greater Nashua Technology Consulting

Greater Nashua Technology Consulting

14 Roby St
Nashua, NH 03060
United States

Insource Services Logo

Insource Services, Inc.

148 Linden St
Wellesley, MA 02482
United States

Loveall Price Associates

Loveall Price Associates

126 Hastings Ave.
Keene, NH 03431
United States

Newburyport Bank Logo

Newburyport Bank

63 State Street
Newburyport, MA 01950
United States

NFI North Logo

NFI North

40 Park Lane
PO Box 417
Contoocook, NH 03229
United States

Delta Dental Logo

Northeast Delta Dental

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

Pear Associates Logo

Pear Associates, LLC

P.O. Box 320130
Boston, MA 02132
United States

Pivot Creative Logo

Pivot Creative

500 North Commercial St. Suite 502a
Manchester, NH 03101
United States

RetroFit Technologies logo

RetroFit technologies

350 Myles Standish Boulevard, Ste 202
Taunton, MA 02780
United States

Systems Engineering

Systems Engineering

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

Therap Logo

Therap

333 Kennedy Drive, Ste R101
Torrington, CT 06790-3060
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

Your Part-Time Controller Logo

Your Part-Time Controller, LLC

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