- Center for Individual and Family Philanthropy
- Center for Corporate Philanthropy
- Center for Nonprofit Resources
- Center for Private & Family Foundations
- Professional Advisors
2012 WORKSHOPS
In 2012, The Center for Nonprofit Resources is implementing a fee structure for our capacity building workshops. Based on our evaluation of workshops over the past few years and recent survey of our nonprofit community, we have learned that there is inherent value in something that has even a minimal cost. We have carefully selected workshops presented by renowned and experienced speakers. We hope that as nonprofit staff, board members and volunteers you will find educational opportunities that will benefit your professional growth as well as the growth of your organization. Fees for each workshop are nominal and based on the complexity of the workshop offerings, speaker engaged and location.
REGISTRATION
Online registration for all workshops is open. To register, please use the "Click Here to Register" link for the workshop you are interested in below. This link will take you to the event page. Please review all event details prior to completing your registration as all workshop fees are non-refundable. Once there, click the "Ticket RSVP" link to complete your transaction. You can also access the workshops organized by date via our calendar function - click here.
CANCELLATION POLICY
Fees are due at the time of registration. All workshop fees are non-refundable.
CFRE CREDIT
Approval for all workshops listed below is pending ...
WORKSHOPS AT A GLANCE
To see more details below, please click the workshop title. If you wish to search our workshops by date, please click here to view our calendar.
BOARD GOVERNANCE
Governance Today: What's the Risk?
Wednesday, March 7, 2012
Financial Risk Management: Show Me the Money
Wednesday, March 7, 2012
FINANCE
Nonprofit Finance Fundamentals
Wednesday, April 18, 2012
Getting & Keeping 501(c)(3) Tax Exempt Status
Thursday, April 19, 2012
FUNDRAISING
Grant Writing 101
Wednesday, February 15, 2012
Grant Writing 101
Tuesday, May 8, 2012
Grant Writing 101
Wednesday, August 8, 2012
Basic Approaches to Planned Giving
Friday, September 7, 2012
Grant Writing 101
Saturday, November 3, 2011
HUMAN RESOURCES
Generations: The Challenge of A Lifetime for Your Nonprofit
Thursday, March 15, 2012
Building Blocks for Compensation Planning & Administration
TBD
Recruitment, Selection & On-Boarding for Success
TBD
LEADERSHIP
Adaptive Leadership
Thursday, September 13, 2012
Managing Up, Managing Down: The Board – Executive Paradox
Friday, September 14, 2012
MARKETING
Share Your Message on a Shoestring: Marketing, PR & Media Relations for Nonprofits
Friday, November 16, 2012
ORGANIZATIONAL DEVELOPMENT
Program Design, Development and Implementation—Doing More with Less
Friday, February 24, 2012
Making Outcome Measurement Meaningful & Manageable
Friday, April 27, 2012
Nonprofit Management Crash Course
Wednesday – Friday, May 16-18, 2012
TECHNOLOGY
Microsoft Word 1: Document & Formatting Basics – Morning Session
Friday, May 4, 2012
Microsoft Word 2: Tables & Merges – Afternoon Session
Friday, May 4, 2012
Microsoft Excel 1: Spreadsheet & Chart Basics – Morning Session
Friday, June 1, 2012
Microsoft Excel 2: Formulas – Afternoon Session
Friday, June 1, 2012
TECHNOLOGY- WEBINARS
The Database Developers Series
Thursdays: January 26, February 2, February 9, February 23 & March 1, 2012
Social Media Savvy
Date: Thursday, January 12, 2012
Managing the Information Deluge
Date: Thursday, January 12, 2012
Wordpress: Hands On
Date: Thursday, February 9, 2012
Mobile Essentials
Date: Thursday, March 8, 2012
Location & Mapping
Date: Thursday, April 12, 2012
Smartphone Social Media for Events and Sites
Date: Thursday, May 10, 2012
BOARD GOVERNANCE
Governance Today: What's the Risk?
Wednesday, March 7, 2012
9am – 12pm
Presented by: Melanie Herman, Nonprofit Risk Management Center
Fee: $40 - Click Here to Register
Workshop Description: Every nonprofit leader knows that boards govern by holding sometimes endless meetings and adopting official “policies.” But what distinguishes minimal governance practices from “good” or “effective” governance? Attend this workshop to explore the risks associated with ineffective (and often outdated) governance practices. Learn practical tips and suggestions for inspiring state-of-the-art governance at your nonprofit, as well as the importance of a “culture of candor,” true collaboration between the board staff, and the steps needed to turn a board that meets from time to time into a board that focuses on advancing the mission of an organization.
Target Audience: This workshop is suitable for senior staff as well as board members from nonprofits.
Bio: In a world that is fraught with danger, it is comforting to know that Melanie Lockwood Herman is holding on tight to the handlebars of the Nonprofit Risk Management Center. The Center provides training, technical assistance and informational resources to help nonprofits take a practical approach to managing risk so that they can fulfill their missions and stay out of trouble.
A prolific author of more than a dozen comprehensive (and comprehensible!) guides on various risk management topics, Melanie has delivered countless workshops, seminars, and keynote presentations for organizations simply unwilling to leave success to chance. Melanie earned a Bachelor of Arts Degree in Urban Affairs from American University (Washington, DC) and a Juris Doctor from George Mason University (Arlington, VA). She is a member of the District of Columbia Bar Association.
In August 2011, Melanie was named to the 14th annual NonProfit Times Power & Influence Top 50, a list of “the 50 most influential executives in the sector for the previous 12 months … selected for the impact they have now and for the innovative plans they are putting in place to evolve the charitable sector.” This is Melanie’s third appearance on the NPT Power & Influence Top 50: she was first recognized in 2007 and then again in 2008.
In May 2010, Melanie was appointed to serve on the Not-for-Profit Advisory Committee (NAC) of the Financial Accounting Standards Board (www.fasb.org). Information about the Committee and FASB can be found by clicking here.
A calculated risk taker, Melanie loves raw fish, scalding coffee and riding her 2009 Buell Blast, 1964 Norton Electra or 1970 BSA Bantam motorcycles (she always wears her helmet). She also embraces risk by serving on three nonprofit boards. To be on the safe side, she serves as Chair of the Administrative Council, and is a lay speaker and organist of her church.
Financial Risk Management: Show Me the Money
Wednesday, March 7, 2012
1pm – 4pm
Presented by: Melanie Herman, Nonprofit Risk Management Center
Fee: $40 - Click Here to Register
Workshop Description: Most nonprofit leaders recognize that managing finance–related risks is an important responsibility. And many are aware of the big risks they face, including loss of a major funding source, penalties for non–compliance with regulatory requirements and the like. What’s lacking in many nonprofit board rooms and executive offices is confidence about whether the organization has its bases “covered.” This workshop outlines an approach to identifying key finance–related risks and practical steps to fill the gaps. Most importantly, this program offers strategies for inspiring confidence among the nonprofit’s top leaders that the organization’s “house” is indeed in order. Each registrant will receive a complimentary license to My Financial Management Plan, an online tool developed by the Nonprofit Risk Management Center.
Target Audience: This workshop is suitable for nonprofit leaders with finance responsibility as well as those with overall management responsibility in a nonprofit.
Bio: In a world that is fraught with danger, it is comforting to know that Melanie Lockwood Herman is holding on tight to the handlebars of the Nonprofit Risk Management Center. The Center provides training, technical assistance and informational resources to help nonprofits take a practical approach to managing risk so that they can fulfill their missions and stay out of trouble.
A prolific author of more than a dozen comprehensive (and comprehensible!) guides on various risk management topics, Melanie has delivered countless workshops, seminars, and keynote presentations for organizations simply unwilling to leave success to chance. Melanie earned a Bachelor of Arts Degree in Urban Affairs from American University (Washington, DC) and a Juris Doctor from George Mason University (Arlington, VA). She is a member of the District of Columbia Bar Association.
In August 2011, Melanie was named to the 14th annual NonProfit Times Power & Influence Top 50, a list of “the 50 most influential executives in the sector for the previous 12 months … selected for the impact they have now and for the innovative plans they are putting in place to evolve the charitable sector.” This is Melanie’s third appearance on the NPT Power & Influence Top 50: she was first recognized in 2007 and then again in 2008.
In May 2010, Melanie was appointed to serve on the Not-for-Profit Advisory Committee (NAC) of the Financial Accounting Standards Board (www.fasb.org). Information about the Committee and FASB can be found by clicking here.
A calculated risk taker, Melanie loves raw fish, scalding coffee and riding her 2009 Buell Blast, 1964 Norton Electra or 1970 BSA Bantam motorcycles (she always wears her helmet). She also embraces risk by serving on three nonprofit boards. To be on the safe side, she serves as Chair of the Administrative Council, and is a lay speaker and organist of her church.
FINANCE
Nonprofit Finance Fundamentals
Wednesday, April 18, 2012
9am – 4pm
Presented by: Kay Sohl, Kay Sohl Consulting
Fee: $75 - Click Here to Register
Workshop Description: Nonprofit Financial Fundamentals provides the basic tools that every executive director, fiscal manager, and board member needs for effective financial oversight. Learn budget, accounting, and financial reporting techniques to deal with multiple programs and multiple funding sources, cash flow issues, and the challenge of building reserves.
Master the five key financial functions essential to effective nonprofit financial management: Planning: annual budgets, capital budgets, grant budgets, cash flow projection; Execution: fiscal controls to protect your nonprofit; Recording: accounting system choices and challenges; Reporting: getting and using the financial info you need; Monitoring: determining whether your financial plan is working.
Target Audience: This training will benefit anyone wanting to understand the tools and challenges of nonprofit financial management, including: Executive Directors; Fiscal Staff; and Board Members.
Bio: Kay Sohl has provided training and consultation for boards of directors, executive directors, and CFOs of over 5,000 not-for-profit organizations throughout the United States. Kay’s work is focused on redevelopment of nonprofit business models, financial management, and board governance issues. Kay is a frequent presenter for the AICPA national not-for-profit conferences, and has worked extensively with boards of directors on financial oversight and strategic direction issues.
She is co-author of the Oregon Nonprofit Corporation Handbook, a comprehensive guide to legal, financial, governance, and management issues for community-based nonprofits, now in its 4th edition; and continues to teach nonprofit financial management for the Portland State University School of Public Administration.
Kay founded and led Technical Assistance for Community Services (now known as the Nonprofit Association of Oregon), the Northwest’s largest resource for nonprofit capacity building assistance, developing comprehensive services to address the challenges of management, governance, funding and planning in community based nonprofits. In 2008, Kay left TACS to form Kay Sohl Consulting and has expanded her training and consulting practice to include work with national networks of nonprofits, funders, and technical assistance providers.
Getting & Keeping 501(c)(3) Tax Exempt Status
Thursday, April 19, 2012
9am – 4pm
Presented by: Kay Sohl, Kay Sohl Consulting
Fee: $75 - Click Here to Register
Workshop Description: Build your understanding of IRS requirements for 501(c)(3) charitable organizations. Learn why the IRS considers tax exempt status under Section 501(c)(3) to be the “jewel in the crown” of all forms of tax exemption – the key to offering donors the ability to claim their contributions as charitable tax deductions. Learn how the IRS protects this jewel by establishing requirements for maintaining your tax exempt status and imposing penalties on board members and officers who get entangled in conflicts of interest.
Help your nonprofit obtain tax exempt status and avoid making the mistakes that can threaten your continued tax exempt status. This workshop will explore the challenges: Completing the application for tax exempt status (Form 1023); Lobbying and political activity; Conflicts of interest; Unreasonable compensation and excess benefit transactions; Fiscal sponsorship and related entities; Unrelated business income; Form 990 reporting.
Target Audience: This workshop is designed for Board members, executive directors, and other nonprofit leaders interested in deepening their understanding of IRS requirements for charitable organizations.
Bio: Kay Sohl has provided training and consultation for boards of directors, executive directors, and CFOs of over 5,000 not-for-profit organizations throughout the United States. Kay’s work is focused on redevelopment of nonprofit business models, financial management, and board governance issues. Kay is a frequent presenter for the AICPA national not-for-profit conferences, and has worked extensively with boards of directors on financial oversight and strategic direction issues.
She is co-author of the Oregon Nonprofit Corporation Handbook, a comprehensive guide to legal, financial, governance, and management issues for community-based nonprofits, now in its 4th edition; and continues to teach nonprofit financial management for the Portland State University School of Public Administration.
Kay founded and led Technical Assistance for Community Services (now known as the Nonprofit Association of Oregon), the Northwest’s largest resource for nonprofit capacity building assistance, developing comprehensive services to address the challenges of management, governance, funding and planning in community based nonprofits. In 2008, Kay left TACS to form Kay Sohl Consulting and has expanded her training and consulting practice to include work with national networks of nonprofits, funders, and technical assistance providers.
FUNDRAISING
Grant Writing 101
Wednesday, February 15, 2012
9:30am – 11:30am
Presented by: Linda Koss, Toledo-Lucas County Public Library & Mary Sobecki, Needmor Fund
Fee: $0 - Click Here to Register
Workshop Description: The basis for successful grant writing is knowing where to find grant money and writing an effective proposal. In this workshop, we will examine different types of funders, resources available to you to find these funders, and specific grant opportunities. We will then talk about the different sections of the grant proposal and how to write each section. This is an introductory grant writing course. It is open to those individuals who have little or no grant writing experience or those individuals who are looking to make their grant writing more successful. Materials in this workshop are geared to individuals with limited or no grant writing experience.
Target Audience: Individuals with limited or no grant writing experience.
Bios: Linda Koss is the Grantsmanship Specialist at the Toledo-Lucas County Public Library, a position she has held since 1997. She has been a librarian since 1985. She conducts workshops and helps nonprofit organizations find sources of funding, and runs the website www.nofreemoney.com. Ms. Koss is a native of Detroit, and holds a BA and MLS from Wayne State University.
Mary Sobecki has been the Grants Manager for The Needmor Fund since 2004. Prior to joining Needmor, she was employed by Toledo Community Foundation for fifteen years, where she served as Senior Program Officer and later as the Director of the Nonprofit Resource Center. Mary also provides consultation and training for nonprofits in the areas of board development, grant writing and proposal review. Her current board memberships include Interfaith Funders (a national consortium of funders that support social justice work), Ohio Grantmakers Forum and the Ohio Association of Nonprofit Organizations. Before entering philanthropy, Mary worked for several nonprofits in Northwest Ohio, including Children's Resource Center in Bowling Green and the Y.W.C.A. of Greater Toledo. She holds a Bachelor's Degree in Social Work from Bowling Green State University. In addition to her work in the grantmaking field, Mary also performs stand-up comedy and is a member of an improvisational theatre troupe known as the Around the Bend Players.
Grant Writing 101
Tuesday, May 8, 2012
6:00pm – 8:00pm – Evening Session
Presented by: Linda Koss, Toledo-Lucas County Public Library & Mary Sobecki, Needmor Fund
Fee: $0 - Click Here to Register
Workshop Description: The basis for successful grant writing is knowing where to find grant money and writing an effective proposal. In this workshop, we will examine different types of funders, resources available to you to find these funders, and specific grant opportunities. We will then talk about the different sections of the grant proposal and how to write each section. This is an introductory grant writing course. It is open to those individuals who have little or no grant writing experience or those individuals who are looking to make their grant writing more successful. Materials in this workshop are geared to individuals with limited or no grant writing experience.
Target Audience: Individuals with limited or no grant writing experience.
Bios: Linda Koss is the Grantsmanship Specialist at the Toledo-Lucas County Public Library, a position she has held since 1997. She has been a librarian since 1985. She conducts workshops and helps nonprofit organizations find sources of funding, and runs the website www.nofreemoney.com. Ms. Koss is a native of Detroit, and holds a BA and MLS from Wayne State University.
Mary Sobecki has been the Grants Manager for The Needmor Fund since 2004. Prior to joining Needmor, she was employed by Toledo Community Foundation for fifteen years, where she served as Senior Program Officer and later as the Director of the Nonprofit Resource Center. Mary also provides consultation and training for nonprofits in the areas of board development, grant writing and proposal review. Her current board memberships include Interfaith Funders (a national consortium of funders that support social justice work), Ohio Grantmakers Forum and the Ohio Association of Nonprofit Organizations. Before entering philanthropy, Mary worked for several nonprofits in Northwest Ohio, including Children's Resource Center in Bowling Green and the Y.W.C.A. of Greater Toledo. She holds a Bachelor's Degree in Social Work from Bowling Green State University. In addition to her work in the grantmaking field, Mary also performs stand-up comedy and is a member of an improvisational theatre troupe known as the Around the Bend Players.
Grant Writing 101
Wednesday, August 8, 2012
9:30am – 11:30am
Presented by: Linda Koss, Toledo-Lucas County Public Library & Mary Sobecki, Needmor Fund
Fee: $0 - Click Here to Register
Workshop Description: The basis for successful grant writing is knowing where to find grant money and writing an effective proposal. In this workshop, we will examine different types of funders, resources available to you to find these funders, and specific grant opportunities. We will then talk about the different sections of the grant proposal and how to write each section. This is an introductory grant writing course. It is open to those individuals who have little or no grant writing experience or those individuals who are looking to make their grant writing more successful. Materials in this workshop are geared to individuals with limited or no grant writing experience.
Target Audience: Individuals with limited or no grant writing experience.
Bios: Linda Koss is the Grantsmanship Specialist at the Toledo-Lucas County Public Library, a position she has held since 1997. She has been a librarian since 1985. She conducts workshops and helps nonprofit organizations find sources of funding, and runs the website www.nofreemoney.com. Ms. Koss is a native of Detroit, and holds a BA and MLS from Wayne State University.
Mary Sobecki has been the Grants Manager for The Needmor Fund since 2004. Prior to joining Needmor, she was employed by Toledo Community Foundation for fifteen years, where she served as Senior Program Officer and later as the Director of the Nonprofit Resource Center. Mary also provides consultation and training for nonprofits in the areas of board development, grant writing and proposal review. Her current board memberships include Interfaith Funders (a national consortium of funders that support social justice work), Ohio Grantmakers Forum and the Ohio Association of Nonprofit Organizations. Before entering philanthropy, Mary worked for several nonprofits in Northwest Ohio, including Children's Resource Center in Bowling Green and the Y.W.C.A. of Greater Toledo. She holds a Bachelor's Degree in Social Work from Bowling Green State University. In addition to her work in the grantmaking field, Mary also performs stand-up comedy and is a member of an improvisational theatre troupe known as the Around the Bend Players.
Basic Approaches to Planned Giving
Friday, September 7, 2012
9am – 12pm
Presented by: Terry Horton, The Johnson Center for Philanthropy
Fee: $40 - Click Here to Register
Workshop Description: Have you heard about "Planned Giving" and were unsure if it is something your organization should pursue? Are you hesitant to pursue Planned Giving because you don't know where to begin? Did you know that Planned Gifts are as financially beneficial to your organization as they are to your donors?
In this workshop on the basics of planned giving, participants will learn how to determine if their organizations are ready for a Planned Giving program and better understand the financial benefits that donors realize through making Planned Gifts. Additionally, participants will gain a basic awareness of different types of Planned Gifts, such as appreciated property, wills and bequests, and other planned giving vehicles, and how to match your organization's needs with your donors' needs.
Target Audience: This workshop is meant to familiarize organization members across the spectrum with the concept and opportunities of beginning a planned giving program. The workshop will be appropriate for anyone from those looking to give to those looking to receive.
Bio: Terry Horton is a Nonprofit Technical Assistance Provider at The Johnson Center for Philanthropy. Horton has a JD from Lewis and Clark Law School in Portland, OR and was previously a consultant for The Foraker Group, a management support organization serving nonprofit organizations throughout the state of Alaska.
Grant Writing 101
Saturday, November 3, 2011
9:30am – 11:30am
Presented by: Linda Koss, Toledo-Lucas County Public Library & Mary Sobecki, Needmor Fund
Fee: $0 - Click Here to Register
Workshop Description: The basis for successful grant writing is knowing where to find grant money and writing an effective proposal. In this workshop, we will examine different types of funders, resources available to you to find these funders, and specific grant opportunities. We will then talk about the different sections of the grant proposal and how to write each section. This is an introductory grant writing course. It is open to those individuals who have little or no grant writing experience or those individuals who are looking to make their grant writing more successful. Materials in this workshop are geared to individuals with limited or no grant writing experience.
Target Audience: Individuals with limited or no grant writing experience.
Bios: Linda Koss is the Grantsmanship Specialist at the Toledo-Lucas County Public Library, a position she has held since 1997. She has been a librarian since 1985. She conducts workshops and helps nonprofit organizations find sources of funding, and runs the website www.nofreemoney.com. Ms. Koss is a native of Detroit, and holds a BA and MLS from Wayne State University.
Mary Sobecki has been the Grants Manager for The Needmor Fund since 2004. Prior to joining Needmor, she was employed by Toledo Community Foundation for fifteen years, where she served as Senior Program Officer and later as the Director of the Nonprofit Resource Center. Mary also provides consultation and training for nonprofits in the areas of board development, grant writing and proposal review. Her current board memberships include Interfaith Funders (a national consortium of funders that support social justice work), Ohio Grantmakers Forum and the Ohio Association of Nonprofit Organizations. Before entering philanthropy, Mary worked for several nonprofits in Northwest Ohio, including Children's Resource Center in Bowling Green and the Y.W.C.A. of Greater Toledo. She holds a Bachelor's Degree in Social Work from Bowling Green State University. In addition to her work in the grantmaking field, Mary also performs stand-up comedy and is a member of an improvisational theatre troupe known as the Around the Bend Players.
HUMAN RESOURCES
Generations: The Challenge of A Lifetime for Your Nonprofit
Thursday, March 15, 2012
9am – 4pm
Presented by: Peter Brinckerhoff, Corporate Alternatives, Inc.
Fee: $75 - Click Here to Register
Workshop Description: As the generations change, new challenges arise for nonprofits in the area of staff, board, finance, marketing, technology and the people the organization serves. In this hands-on day, Peter discusses how each of the key generations: Greatest, Silent, Boomers, GenX and Gen@ affect your nonprofit and how you can get ahead of the generation change curve.
Target Audience: Staff and board policymakers and managers of all levels.
Bio: Peter Brinckerhoff is an internationally renowned trainer, author, and consultant to not-for-profit organizations. He brings years of experience in the field to his work, as he is a former board member of local, state, and national not-for-profits, and has worked on the staff and as executive director of two regional not-for-profits. Since founding his consulting firm Corporate Alternatives in 1982, Mr. Brinckerhoff has helped thousands of organizations become more mission-capable. Peter is the award-winning author of the highly acclaimed and award-winning books, Mission-Based Management (Third Edition), Financial Empowerment, Mission-Based Marketing (Third Edition), Faith-Based Management, Social Entrepreneurship, Nonprofit Stewardship, and Generations, The Challenge of a Lifetime for Your Nonprofit. In 2007, Generations was awarded The Terry McAdam award for "Best Nonprofit Book" by the Alliance for Nonprofit Management. It was the third time Peter has won this prestigious award. Peter's newest release is the third edition of Mission-Based Marketing. Peter's newest book, Smart Stewardship for Nonprofits: Making the Right Decision in Good Times and Bad, will be released in February 2012 by John Wiley & Sons.
Raised in Connecticut, Peter and his family lived in Springfield, IL from 1977-2007. Peter and his wife now live in Union Hall, VA.
Building Blocks for Compensation Planning & Administration
TBD
9am – 12pm
Presented by: Benét Rupp, SHR Thing!
Fee: $40
Workshop Description: More info soon!
Target Audience: More info soon!
Bio: More info soon!
Recruitment, Selection & On-Boarding for Success
TBD
9am – 12pm
Presented by: Benét Rupp & Stephanie Holliday, SHR Thing!
Fee: $40
Workshop Description: More info soon!
Target Audience: More info soon!
Bio: More info soon!
LEADERSHIP
Adaptive Leadership
Thursday, September 13, 2012
9am – 4pm
Presented by: Julia Classen, Aurora Consulting
Fee: $75 - Click Here to Register
Workshop Description: Today’s nonprofit managers are called to lead in turbulent environments with multiple challenges. With current economic times and budget pressures, more than ever it is critical for nonprofit leaders to analyze their work and strengthen their capacity to provide increased efficiencies and innovative approaches to solving organizational challenges. This tailor-made training is grounded in relevant research, practical knowledge, innovative ideas, revealing case studies, and hands-on solutions.
Target Audience: The target audience is existing and emerging leaders including board and staff members.
Bio: Julia Classen is Principal Consultant and co-founder of Aurora Consulting, a company specializing in providing performance management and evaluation, leadership and governance, and sustainability consulting to organizations. She has been a leader on nonprofit boards of directors for more than 30 years, serving organizations that are national, regional and local in scope. Julia served as the chair of the board of directors of the MN Charities Review Council and was a recipient of their leadership award. She currently serves as Vice Chair of the Board of Directors of the Women’s Foundation of Minnesota and is a member of the board of the New World Foundation located in New York City.
Julia has worked as a consultant in a variety of arenas, including board development, leadership development, research and assessment, facilitation, public policy formation, strategic management and planning, and performance management. She has conducted workshops, facilitation and trainings at state, local and national conferences. In 2011, Julia served as Senior Fellow for the Minnesota Council of Nonprofits developing and leading the inaugural Performance Management Leadership Institute. Julia will serve as the Public and Nonprofit Leadership Center’s Hubert Fellow in 2012 at the Humphrey School of Public Affairs at the University of Minnesota. Additionally, she has been a plenary or keynote speaker at statewide, regional and national conferences.
In addition to her consulting, Julia is an adjunct faculty member at the University of MN, Humphrey School. Julia teaches Management and Governance of Nonprofits as a core course of the undergraduate major/minor in nonprofit management, and has taught the Nonprofit Board Practicum and co-taught Transforming Public Policy at the graduate level.
Julia authored Here We Go Again: The Cyclical Nature of Board Behavior in the Spring 2011 issue of The Nonprofit Quarterly. Julia has also co-authored with Sharon Anderson the Advocacy Leadership Vital Aging Field Book formerly used in the Advocacy Leadership for Vital Aging certificate program offered by the University of Minnesota. Additionally, she co-authored “Multi-Generational Governance: Is There Such a Thing” with Dr. Melissa Stone, which was presented at The Bloch School of Business, University of Missouri-Kansas City’s biannual Nonprofit Governance Conference in 2009. In 2008, Julia authored the report: Assistive Technology in Minnesota, 2008 Status Report, Submitted by The Minnesota State Council on Disability to the Minnesota Legislature Senate Health, Housing and Family Security Committee House Health and Human Services Committee.
Managing Up, Managing Down: The Board – Executive Paradox
Friday, September 14, 2012
9am – 4pm
Presented by: Julia Classen, Aurora Consulting
Fee: $75 - Click Here to Register
Workshop Description: One of the challenges of the board of directors and the executive is to create and maintain a healthy, productive and respectful relationship. This interactive training addresses the challenges and benefits of this relationship, while looking at tools to evaluate the executive and the board, and tips on how to build and strengthen the relationship. Participants will have the opportunity to explore what options will best fit their organization and share their promising practices with each other.
Target Audience: The target audience is board members and leadership staff members.
Bio: Julia Classen is Principal Consultant and co-founder of Aurora Consulting, a company specializing in providing performance management and evaluation, leadership and governance, and sustainability consulting to organizations. She has been a leader on nonprofit boards of directors for more than 30 years, serving organizations that are national, regional and local in scope. Julia served as the chair of the board of directors of the MN Charities Review Council and was a recipient of their leadership award. She currently serves as Vice Chair of the Board of Directors of the Women’s Foundation of Minnesota and is a member of the board of the New World Foundation located in New York City.
Julia has worked as a consultant in a variety of arenas, including board development, leadership development, research and assessment, facilitation, public policy formation, strategic management and planning, and performance management. She has conducted workshops, facilitation and trainings at state, local and national conferences. In 2011, Julia served as Senior Fellow for the Minnesota Council of Nonprofits developing and leading the inaugural Performance Management Leadership Institute. Julia will serve as the Public and Nonprofit Leadership Center’s Hubert Fellow in 2012 at the Humphrey School of Public Affairs at the University of Minnesota. Additionally, she has been a plenary or keynote speaker at statewide, regional and national conferences.
In addition to her consulting, Julia is an adjunct faculty member at the University of MN, Humphrey School. Julia teaches Management and Governance of Nonprofits as a core course of the undergraduate major/minor in nonprofit management, and has taught the Nonprofit Board Practicum and co-taught Transforming Public Policy at the graduate level.
Julia authored Here We Go Again: The Cyclical Nature of Board Behavior in the Spring 2011 issue of The Nonprofit Quarterly. Julia has also co-authored with Sharon Anderson the Advocacy Leadership Vital Aging Field Book formerly used in the Advocacy Leadership for Vital Aging certificate program offered by the University of Minnesota. Additionally, she co-authored “Multi-Generational Governance: Is There Such a Thing” with Dr. Melissa Stone, which was presented at The Bloch School of Business, University of Missouri-Kansas City’s biannual Nonprofit Governance Conference in 2009. In 2008, Julia authored the report: Assistive Technology in Minnesota, 2008 Status Report, Submitted by The Minnesota State Council on Disability to the Minnesota Legislature Senate Health, Housing and Family Security Committee House Health and Human Services Committee.
MARKETING
Share Your Message on a Shoestring: Marketing, PR & Media Relations for Nonprofits
Friday, November 16, 2012
9am – 12pm
Presented by: Laura Edwards, Purdue University
Fee: $40 - Click Here to Register
Workshop Description: If you are new to marketing and promotions, are a board member or volunteer for your nonprofit organization, or just need to refresh your skills in the communications sector, this session is for you. Presenter Laura Edwards, Senior Director of Development for Purdue University, will present tried and true methods to help bring your organization’s marketing and public relations efforts into sync at the most basic level. As part of this workshop, we will examine tactics for creating marketing plans, how to properly craft and distribute press releases and public service announcements, discuss meaningful media relations and how to maintain them, and also touch on how social networking such as Facebook, Twitter, and blogs are changing how nonprofits communicate now and in the future. This is a session that will go from the basics in nonprofit marketing to some of the most cutting edge technologies, all while focusing on the bottom line: how these techniques are relatively free or extremely low cost for your agency.
Target Audience: If you are new to marketing and promotions, are a board member or volunteer for your nonprofit organization, or just need to refresh your skills in the communications sector, this session is for you.
Bio: Laura M. Edwards is the Senior Director of Development for Purdue University’s School of Mechanical Engineering. Prior to this role, she worked in nonprofit organization communications, marketing, event planning, fundraising, management, and program development. Additionally, she serves as an active board member for a couple of community nonprofit organizations.
ORGANIZATIONAL DEVELOPMENT
Program Design, Development and Implementation—Doing More with Less
Friday, February 24, 2012
9am – 4pm
Presented by: Allison Rojas, Aurora Consulting
Fee: $75 - Click Here to Register
Workshop Description: Are you being asked to serve more people with fewer resources? Do you want your program to stand out more to funders, partners, and clients? Have you considered adding continuous improvement strategies into your programming? In this training we will cover the key elements of program planning including connecting the program to a clearly defined need and to your mission. Logic models and alternatives will be explored as a tool for program design, development, and implementation. You will come away from this training with an increased understanding of why what you do works, concrete tools, and processes to strengthen your work with clients.
Target Audience: This workshop is appropriate for Program Managers, Program Directors, Fundraising Staff, Executive Directors, and Funders.
Bio: Allison Rojas is Principal Consultant with Aurora Consulting, a company specializing in providing performance management and evaluation, leadership and governance, and sustainability consulting to organizations. Allison has more than 20 years of experience assessing performance, strategic planning, creating organizational systems, developing programs, communicating with external audiences, and increasing resources.
Allison has consulted in a variety of fields, including extensive work with county, state, and national agencies. She has led national teams of consultants conducting organization assessments for nonprofit agencies and health care facilities. She has also developed a statewide quality management program, and has worked with numerous social services agencies to help them identify existing and emerging client needs and develop new programs to address them. As a consultant, Allison has worked at the Amherst H. Wilder Foundation, the Academy for Educational Development, and Community Consulting Group. She has also worked within nonprofit organizations including the American Red Cross and Comunidades Latinas Unidas En Servicio.
Allison received her Master’s degree from the University of Minnesota Humphrey School with a focus on Nonprofit Management and Finance. She is an adjunct faculty member at the University of Minnesota Humphrey School and serves on the board of directors at Cookie Cart.
Making Outcome Measurement Meaningful & Manageable
Friday, April 27, 2012
9am – 4pm
Presented by: Laurel Molloy, Innovations Quantified
Fee: $75 - Click Here to Register
Workshop Description: Outcome measurement can be a daunting task. But in these tough economic times, it's increasingly important that organizations understand if and how their efforts are making a difference.
In this highly interactive session, we will use familiar metaphors and real-life examples to help you learn how to:
- Use a logic model to map out the relationship between your program's actions and intended outcomes;
- Differentiate between your activities, outputs and outcomes;
- Develop meaningful and practical measures for your outcomes;
- Communicate about your program’s impact to internal and external stakeholders;
- Avoid common pitfalls and stay focused on what really matters.
Target Audience: Executive Directors, Program Leaders, Development Professionals
Bio: Laurel Molloy is Founder & Chief Consultant of Innovations Quantified (IQ), a consulting firm that has been helping organizations increase their impact since 1999. 'The smart choice for measured change,' IQ provides training and technical assistance to help nonprofits clarify their outcomes, and the steps needed to achieve, measure and learn from them. Clients include local, national and international agencies serving a wide variety of missions.
Laurel is known for her practical approach to outcome-focused efforts, and her ability to make her workshops relevant and engaging to her audience.
She holds an MPA in Nonprofit Management from NYU, and a BA in Sociology and Women's Studies from the College of the Holy Cross, and has published several works, including the widely utilized instructional guidebook, Finally - Outcome Measurement Strategies Anyone Can Understand.
Nonprofit Management Crash Course
Wednesday – Friday, May 16-18, 2012
9am – 5pm (all three days)
Presented by: Matthew Downey, The Johnson Center for Philanthropy
Fee: $200 - Click Here to Register
Workshop Description: Are you new to the nonprofit sector? The Nonprofit Management Crash Course series is a comprehensive introduction to individuals interested in nonprofit management. Over the course of three days you will cover the basics of running a nonprofit organization in a way that is designed to meet the needs of those working in and with the nonprofit sector.
For nonprofit newbies:
Whether a new employee straight out of college or a transfer to the nonprofit sector, you may be discovering the uniqueness of the nonprofit sector. This course will provide you with a broad overview of the mechanics of a nonprofit organization and a basis for its role in society.
For job seekers:
Highlighting the unique aspects of the nonprofit sector, this course will provide you with the basic tools you need to introduce yourself to working in the nonprofit sector.
For nonprofit start ups:
Looking to create a nonprofit organization, but don’t know where to start? This course will provide you with an overview of what it takes to start and run a nonprofit organization.
For board members:
As a board member of a nonprofit organization, it is imperative you know the proper structure and functions of nonprofit organizations. Although this course isn’t designed to teach you how to be a board member, it does provide a basis for being a better board member through a greater understanding of nonprofit organizations and the sector.
This course has been designed to cover an overview of the major mechanics of nonprofit organizations. Topics will include: Governance, Fundraising, Human resources, Program development, Public relations, Strategic planning, Financial management, Evaluation, and more.
Bio: Matthew Downey has worked in the nonprofit sector as a consultant, program manager and development officer for nearly 20 years. Presently, Matthew serves as the Nonprofit Services Program Director for The Johnson Center for Philanthropy at Grand Valley State University where he oversees the center's technical assistance and capacity building services for nonprofit organizations. In this capacity he is a frequent speaker and instructor on a wide array of nonprofit management issues, and offers one-to-one technical assistance to nonprofit organizations across the state of Michigan. Areas of expertise include: governance, board/staff relations, and fund development.
Prior to The Johnson Center, Matthew worked with a wide array of nonprofit organizations. A few of the positions he previously held include: Director of Development and Community Programs, Irving S. Gilmore International Keyboard Festival (Kalamazoo, Mich.); Development Specialist, St. Mary's Hospital for Children (Bayside, N.Y.); Development Manager, Queens Borough Public Library (Jamaica, N.Y.); Director of Development, Child Care Action Campaign (New York, N.Y.) and Development Consultant, United Negro College Fund (Detroit, Mich.).
Matthew is the President of Wellspring/Cori Terry and Dancers, a professional nonprofit modern dance company in Kalamazoo, Mich., and serves as a board member of Indian Trails Camp (Grand Rapids, Mich.).
He recently published a chapter in the 2010 Sage Publications text book, “Leadership in Nonprofit Organizations.” He holds a Bachelor of Science in Arts Administration from Butler University (Indianapolis, Ind.) and a Master's of Public and Nonprofit Administration from Grand Valley State University (Grand Rapids, Mich.). His research agenda includes qualitative studies of the organizational capacities of LGBT community centers. In 2010, Matthew was recognized by Grand Rapids Business Journal as one of West Michigan’s 40 leading executives under the age of forty, and in 2011 he was named Young Nonprofit Professional of the Year by the Young Nonprofit Professionals Network of Greater Grand Rapids. He is also a member of the Grand Rapids Rotary Club.
TECHNOLOGY
Microsoft Word 1: Document & Formatting Basics – Morning Session
Friday, May 4, 2012
9am – 12pm
Presented by: Candy Petticord, JacqConnect
Fee: $40 - Click Here to Register
Workshop Description: Learn the very basics of Microsoft Word!! Although this is an entry level class, you will still learn tips and tricks that will help make your word processing tasks progress faster and easier. Topics covered will include: Exploring the various ribbons of Word; changing the page setup and layout for documents; entering and formatting your text; document headers and footers, and setting margins, indents and tabs. After this course, you will be able to create and print letters, reports, proposals, etc. Prerequisites: Basic computer skills; comfort with the use of a keyboard and mouse; the Microsoft Word program installed on your computer.
Bio: Candy Petticord is Vice-President – Productivity of JacqConnect and she is also an IT Support Technician for JacqConnect. Candy energetically teaches all Microsoft Office applications – Word, Excel, PowerPoint, Outlook, and Access – and in every class, she will teach you at least three things that will make you say “Wow!! I never knew you could do that!!”. Previously, Candy was a Technical Support Technician for Project Connect and Chapter Administrator for the North Central Ohio Chapter of the Association of Fundraising Professionals.
Microsoft Word 2: Tables & Merges – Afternoon Session
Friday, May 4, 2012
1pm – 4pm
Presented by: Candy Petticord, JacqConnect
Fee: $40 - Click Here to Register
Workshop Description: This course is designed for those who feel they aren't using Microsoft Word to its full potential. Topics covered will include: Inserting, formatting, and manipulating tables; creating a mail merge for letters and labels, and using the templates included with Microsoft Word. Prerequisite: Skills covered in Microsoft Word 1.
Bio: Candy Petticord is Vice-President – Productivity of JacqConnect and she is also an IT Support Technician for JacqConnect. Candy energetically teaches all Microsoft Office applications – Word, Excel, PowerPoint, Outlook, and Access – and in every class, she will teach you at least three things that will make you say “Wow!! I never knew you could do that!!”. Previously, Candy was a Technical Support Technician for Project Connect and Chapter Administrator for the North Central Ohio Chapter of the Association of Fundraising Professionals.
Microsoft Excel 1: Spreadsheet & Chart Basics – Morning Session
Friday, June 1, 2012
9am – 12pm
Presented by: Candy Petticord, JacqConnect
Fee: $40 - Click Here to Register
Workshop Description: This course focuses on teaching the basics of Excel, Microsoft's powerful spreadsheet program. Although this is an entry level class, you will still learn tips and tricks that will help you complete your spreadsheet tasks faster and easier. Topics covered in this course will include: the basics of spreadsheet data entry; navigating through a spreadsheet; editing data; using the fill tool; using entry level basic formulas; using the AutoSum tool, and creating simple charts. After this course, you will be able to create a basic spreadsheet from scratch, write and use basic sum and average formulas, and create simple charts from your data. Prerequisites: Basic computer skills; comfort with the use of a keyboard and mouse; the Microsoft Excel program installed on your computer.
Bio: Candy Petticord is Vice-President – Productivity of JacqConnect and she is also an IT Support Technician for JacqConnect. Candy energetically teaches all Microsoft Office applications – Word, Excel, PowerPoint, Outlook, and Access – and in every class, she will teach you at least three things that will make you say “Wow!! I never knew you could do that!!”. Previously, Candy was a Technical Support Technician for Project Connect and Chapter Administrator for the North Central Ohio Chapter of the Association of Fundraising Professionals.
Microsoft Excel 2: Formulas – Afternoon Session
Friday, June 1, 2012
1pm – 4pm
Presented by: Candy Petticord, JacqConnect
Fee: $40 - Click Here to Register
Workshop Description: This course is designed for those who want to learn to use more of the time and effort saving features of Microsoft Excel. Topics covered in this course will include: freezing the rows and columns of a spreadsheet; learning how to use conditional formulas; using other functions such as displaying the current date, combining cells, calculating an age from a birth date, and entering formulas using the function wizard. Prerequisite: Skills covered in Microsoft Excel 1.
Bio: Candy Petticord is Vice-President – Productivity of JacqConnect and she is also an IT Support Technician for JacqConnect. Candy energetically teaches all Microsoft Office applications – Word, Excel, PowerPoint, Outlook, and Access – and in every class, she will teach you at least three things that will make you say “Wow!! I never knew you could do that!!" Previously, Candy was a Technical Support Technician for Project Connect and Chapter Administrator for the North Central Ohio Chapter of the Association of Fundraising Professionals.
TECHNOLOGY- WEBINARS
The Database Developers Series
Thursdays: January 26, February 2, February 9, February 23 & March 1, 2012
9am – 12pm
Presented by: Jacquie Skrzpiec, JacqConnect
Fee: $100 - Click Here to Register
Webinar Description: The Database Developers Series: THIS IS A 5-WEEK COURSE, EVERY THURSDAY FOR 5 WEEKS (except the week of 2/16). COMPLETION OF HOMEWORK IS REQUIRED. Non-profits thrive on databases ... funding and services depend on the staff's' ability to obtain information about clients, donors, volunteers, etc. Microsoft Access is relatively easy to learn compared to other database applications, but it does take a lot of time and commitment. After this set of courses, you will be able to set up and use practical databases for your organization. Because each course is based upon the information presented in the previous session, we ask that you take all five in the series.
Target Audience: This series is appropriate for anyone who wants in-depth knowledge of Microsoft Access and/or anyone who needs to either develop a database from scratch or is working with one that needs revision.
Bio: Jacquie Skrzypiec MA is President of JacqConnect, a professional consulting firm dedicated to combining the principles of productivity with the power of creativity to implement effective, practical solutions. The firm’s services include training, database and website development, marketing strategies, branding, and technology management assistance. A Certified Master Microsoft Master Instructor, Skrzypiec has written the curricula for and taught more than 50 classes, from introduction to computers to the database developers series. Before starting JacqConnect in 2011, she was Director of Project Connect for Info Line for 13 years, helping nonprofits use technology to streamline operations, communicate effectively with constituents, and more efficiently fulfill their mission. She serves on the board of the Breast Cancer Fund of Ohio as its Treasurer. Her full profile is available here at LinkedIn.
Social Media Savvy
Date: Thursday, January 12, 2012
10am – 12pm
Presented by: Andy Wolber
Fee: $25 - Click Here to Register
Webinar Description: Already using social media? Join us to explore how several nonprofits are using social media to engage donors, volunteers and constituents. You’ll learn how to manage the time you spend on social media effectively, and how to integrate social media into the broader context of your organization’s external engagement efforts.
Bio: Andy Wolber provides technology consulting for the nonprofit community. His experience includes staff positions with Michigan Nonprofit Association & NPower Michigan, the Dallas Historical Society, Dallas Theatre Center, Dallas Black Dance Theatre, and volunteer leadership of the Dallas Arts District Friends. Andy holds an MBA/MA in Arts Administration from Southern Methodist University, and a BA in Music Theory and Composition from Spring Arbor University. He resides in Ann Arbor, MI with his wife, Liz, and daughter, Katie. Learn more at www.wolberworks.com.
Managing the Information Deluge
Date: Thursday, January 12, 2012
1:30pm – 3:30pm
Presented by: Andy Wolber
Fee: $25 - Click Here to Register
Webinar Description: Stay up-to-date on the latest news in your field without drowning in information with web browser based tools. Track what is being said about your agency (and you!) online. Quickly save and bookmark information to read or refer to later -- on your desktop, laptop, smartphone or tablet!
Bio: Andy Wolber provides technology consulting for the nonprofit community. His experience includes staff positions with Michigan Nonprofit Association & NPower Michigan, the Dallas Historical Society, Dallas Theatre Center, Dallas Black Dance Theatre, and volunteer leadership of the Dallas Arts District Friends. Andy holds an MBA/MA in Arts Administration from Southern Methodist University, and a BA in Music Theory and Composition from Spring Arbor University. He resides in Ann Arbor, MI with his wife, Liz, and daughter, Katie. Learn more at www.wolberworks.com.
Wordpress: Hands On
Date: Thursday, February 9, 2012
10am – 12pm
Presented by: Andy Wolber
Fee: $25 - Click Here to Register
Webinar Description: If you’ve purchased anything online, you have the skills you need to create and maintain a website. Join us to learn how to create a website with Wordpress.com, including how to customize a site’s appearance, add and edit content (articles and photos), and track site statistics.
Bio: Andy Wolber provides technology consulting for the nonprofit community. His experience includes staff positions with Michigan Nonprofit Association & NPower Michigan, the Dallas Historical Society, Dallas Theatre Center, Dallas Black Dance Theatre, and volunteer leadership of the Dallas Arts District Friends. Andy holds an MBA/MA in Arts Administration from Southern Methodist University, and a BA in Music Theory and Composition from Spring Arbor University. He resides in Ann Arbor, MI with his wife, Liz, and daughter, Katie. Learn more at www.wolberworks.com.
Mobile Essentials
Date: Thursday, March 8, 2012
10am – 12pm
Presented by: Andy Wolber
Fee: $25 - Click Here to Register
Webinar Description: Ready to “go mobile”? Learn how to choose the right mobile tools (laptop? smartphone? tablet?) for your organization’s needs. You’ll learn how nonprofits are using these tools to handle email, access and collaborate on documents, track client or donor information, schedule and even hold meetings almost anywhere.
Bio: Andy Wolber provides technology consulting for the nonprofit community. His experience includes staff positions with Michigan Nonprofit Association & NPower Michigan, the Dallas Historical Society, Dallas Theatre Center, Dallas Black Dance Theatre, and volunteer leadership of the Dallas Arts District Friends. Andy holds an MBA/MA in Arts Administration from Southern Methodist University, and a BA in Music Theory and Composition from Spring Arbor University. He resides in Ann Arbor, MI with his wife, Liz, and daughter, Katie. Learn more at www.wolberworks.com.
Location & Mapping
Date: Thursday, April 12, 2012
10am – 12pm
Presented by: Andy Wolber
Fee: $25 - Click Here to Register
Webinar Description: Learn how your organization can map constituents or members easily. And learn how location tools, like Foursquare, can help you find nearby volunteers, promote events, and attract and reward visitors. You’ll know to make your organization “findable” via mapping tools, and how to maintain location privacy where needed.
Bio: Andy Wolber provides technology consulting for the nonprofit community. His experience includes staff positions with Michigan Nonprofit Association & NPower Michigan, the Dallas Historical Society, Dallas Theatre Center, Dallas Black Dance Theatre, and volunteer leadership of the Dallas Arts District Friends. Andy holds an MBA/MA in Arts Administration from Southern Methodist University, and a BA in Music Theory and Composition from Spring Arbor University. He resides in Ann Arbor, MI with his wife, Liz, and daughter, Katie. Learn more at www.wolberworks.com.
Smartphone Social Media for Events and Sites
Date: Thursday, May 10, 2012
10am – 12pm
Presented by: Andy Wolber
Fee: $25 - Click Here to Register
Webinar Description: Manage your organization’s social media on-the-go from your smartphone: track and respond to conversations, share event or site news, photos, and even live video! Join us to learn how, while keeping your phone safe and powered. We’ll also cover how group messaging tools simplify communication on-site.
Bio: Andy Wolber provides technology consulting for the nonprofit community. His experience includes staff positions with Michigan Nonprofit Association & NPower Michigan, the Dallas Historical Society, Dallas Theatre Center, Dallas Black Dance Theatre, and volunteer leadership of the Dallas Arts District Friends. Andy holds an MBA/MA in Arts Administration from Southern Methodist University, and a BA in Music Theory and Composition from Spring Arbor University. He resides in Ann Arbor, MI with his wife, Liz, and daughter, Katie. Learn more at www.wolberworks.com.



