NH Nonprofit Conference & Expo 2023

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
   

Presenter Bio(s)

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

Presenter Bio(s)

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
   

Presenter Bio(s)

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

Presenter Bio(s)

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
   

Presenter Bio(s)

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
   

Presenter Bio(s)

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
   

Presenter Bio(s)

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
   

Presenter Bio(s)

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
   

Presenter Bio(s)

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
   

Presenter Bio(s)

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

Presenter Bio(s)

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
   

Presenter Bio(s)

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
   

Presenter Bio(s)

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

Presenter Bio(s)

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

Presenter Bio(s)

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
   

Presenter Bio(s)

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
   

Presenter Bio(s)

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
   

Presenter Bio(s)

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
   

Presenter Bio(s)

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
   

Presenter Bio(s)

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

Presenter Bio(s)

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
   

Presenter Bio(s)

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

Presenter Bio(s)

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

Presenter Bio(s)

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
   

Presenter Bio(s)

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
   

Presenter Bio(s)