2021 Workshops – The Center for Nonprofit Leadership

Virtual Workshop: Advanced Board Series, Part 3: Fundraising Strategies for Advancing Your Organization to the Next Level

Monday, November 15^th, 2021
4:00pm – 6:00pm
Presenter: Dawn Moore of Moore Development Strategies
Via Zoom

Cost: Members – $45 per person
Not-yet-Members – $60 per person

The final session in this three-part series is designed for board members, executive directors, and lead development staff who are interested in exploring ways to take fundraising efforts to the next level.

Although session content is intended for those with fundraising knowledge, topics covered will contain some review of fund development essentials. Believing that everyone brings something to the table, this two-hour interactive session will delve into the many myths of fundraising and ways to overcome the path of least resistance. Participants are encouraged to come prepared with their personal observations, successes and challenges related to their role in the fund development process.

Topics will include: types of funding sources, the donor pipeline and retention, donor giving trends, considerations for improving and deepening donor relations, planned giving strategies and individual roles in the fundraising cycle. Participants will have an opportunity to reflect on their why and create a “so what” or “next steps” action plan. Session content will be wrapped-up in a competitive team trivia that you won’t want to miss!

Session Objectives:

Rediscover the joy of fundraising
Identify the power of a segmented donor base
Believe in the value of stewardship (one size does not fit all donors)
Create a realistic next step
Commit to execution

To learn more about our presenter, Dawn Moore, click HERE

Suggested Participants: Board Members, Executive Directors & Lead Development Staff looking to strengthen their fund development effectiveness and understanding.
Date and Time: Monday, November 15^th, 4:00pm – 6:00pm
Cost: Members – Each session is $45 per person
Not-yet-Members – Each session is $60 per person

Virtual Workshop: Advanced Board Series, Part 2: Need to Know Finance for Nonprofit Boards

Monday, November 1^st, 2021
4:00pm – 6:00pm
Presenter: Ean Price Murphy of Moxie Bookkeeping
Via Zoom
Attendees will receive Zoom log in information upon payment and registration

Cost: Members – $45 per person
Not-yet-Members – $60 per person

If you serve on a board but tune out in meetings when the budget or financial topics arise, this workshop is for you. In this training, we will cover what the role of the board is in the financial health of an organization, what makes nonprofit accounting unique, how to structure the financial reports so that they are useful (and how to use the information) as well as best practices for good internal controls. We will define terminology but won’t be using jargon!

YOU WILL LEARN:

Account types and what they mean
How do we make a budget?
What is the difference between Cash and Accrual accounting
Best practices for separation of duties and checks & balances
What are the questions you should be asking as a board member
What reports to ask for from the bookkeeper and how to read them (questions like: “what is our overhead” and “how much do we have left to spend in this program or how much do we need” and “when will we run out of money?”
How to read an income statement and balance sheet (and what parts to really pay attention to)
What to do if the reports don’t make sense to anyone on the board

To learn more about our presenter, Ean Price Murphy, click HERE

Check out Part THREE in the series: FUNDRAISING STRATEGIES FOR ADVANCING YOUR ORGANIZATION TO THE NEXT LEVEL

Suggested Participants: Board Members looking to strengthen their effectiveness and knowledge of nonprofit finance – Executive Directors & Finance Staff welcome
Date and Time: Monday, November 1^st, 4:00pm – 6:00pm
Cost: Members – Each session is $45 per person
Not-yet-Members – Each session is $60 per person

Virtual Workshop: Advanced Board Series, Part 1: Leadership and Power Dynamics of Nonprofit Boards

Monday, October 11^th, 2021
4:00pm – 6:00pm
Presenter: Ann Lucas of Nonprofit Strategies
Via Zoom
Attendees will receive Zoom log in information upon payment and registration

Not finance, not strategy. Not technology. It is teamwork that remains the ultimate competitive advantage, both because it is so powerful and rare.
~ Patrick Lencioni

Nonprofit board members are often perplexed when their initial vision of joining the board is deflated with the reality of unproductive ways in which the board and staff work together. Some common themes include a lack of clarity around the Board’s role, “rogue” board members, disconnects between vision and strategy (among board members and between staff and board), and questions around accountability and governance. Poor practices in managing the executive director can also hinder the organization’s overall performance.

When Board members are on the same page and in harmony with the staff leadership team, anything is possible, but the converse brings wasted time, energy, and opportunity.

This workshop will help board members understand how to better work as a unit, understand the different roles and perspectives the board should bring to its work, and how to combine these efforts to effectively advocate for and generously represent your organization’s mission. It will also address what the oversight of an executive director should include and will provide tools and resources to assist in that work.

To learn more about our presenter, Ann Lucas, click HERE

Check out Parts TWO and THREE

Suggested Participants: Board Members looking to strengthen their effectiveness – Executive Directors welcome
Date and Time: Monday, October 11^th, 4:00pm – 6:00pm
Cost: Members – Each session is $45 per person
Not-yet-Members – Each session is $60 per person (registration deadline: Friday, October 8)

Virtual Workshop: Board Essentials: Getting to Great

When: Thursday, September 9th AND Tuesday, September 14th
5:00pm – 7:00pm each evening
Via Zoom
Attendees will receive Zoom log in information upon payment and registration

Are you a current or emerging board member who aspires to be a vital part of your favorite organization?

Do you want to take your board role to the next level and increase your value?

Then you will want to join us for this CNL Board Development workshop. It has been designed with an eye to current and emerging or new board members looking to strengthen their effectiveness.

Participants will come away KNOWing the 10 essential functions charged to those serving on nonprofit boards. You will learn how to BE a role model and adopt the attributes of a strong, effective director. And finally, leave prepared to DO the rewarding work of a productive leadership team.

Attendees will:
KNOW: Examine what is behind the 10 roles and responsibilities of a Nonprofit Board member
BE: Explore the qualities and traits of a great board member
DO: Get tools and approaches around the 3 areas of responsibility: Leadership, Fiscal and Fiduciary

Workshop attendees will also receive a Glossary of important nonprofit terms as well as examples and templates.

Invest in yourself and build your governance capabilities…
join CNL and Get to GREAT!

Click HERE to learn about this workshop’s presenters, Debbie Arakel-Sheppard and Wendy Willoughby, they have worked together for over 7 years, offering this training through CNL and beyond.

This workshop is offered twice a year in February and September. Be sure ALL your board members are on their way to GREAT!

Suggested Participants: Board Members – New, Potential and those currently serving and looking to strengthen their effectiveness, Executive Directors & Staff wishing to learn and support their directors.
Date and Time: September 9th AND Tuesday, September 14th, 5:00pm – 7:00pm each evening

Implicit Bias in the Workplace – What it Looks Like and How We Can Address It

When: Wednesday, June 16th
4:00pm – 6:00pm
Via Zoom
Presenters: Tracy Pepper and Donn Harris of
Color Me Human
FREE for CNL Members/$30 for Not-Yet-Members

The necessity for understanding and action around the ideas of diversity, equity and inclusion have become abundantly clear. This topic is also of growing importance to those that support nonprofit work – our Donors, Funders and Constituents want to know how our workplaces are addressing these issues. This training will explore implicit attitudes and how stereotypes impact our decisions and the effect those interactions have on organizational culture.

The workshop will focus on various types of diversity in the workplace, including; gender, sexual orientation, religion, physical abilities and disabilities, culture, citizenship status, and age. Attendees will learn to identify and address the brief and commonplace daily verbal, behavioral or environmental indignities, whether intentional or unintentional, that communicate hostile, derogatory, or negative attitudes toward stigmatized or culturally marginalized groups (known as microaggressions.) Participants will review common such occurrences in the workplace and explore outcomes associated with the experience of microaggressions as well as discover techniques to minimize these incidents. This interactive and engaging training will include breakout groups and peer to peer communication opportunities.

Presenters: Nevada County nonprofit, Color Me Human (Tracy Pepper and Donn Harris) will be our trainers for this diversity, equity and inclusion education experience. Color Me Human’s mission and work is intended to dismantle systems of oppression both within ourselves and within the institutions of Nevada County, here on Nisenan land. Led by a multi-racial, multi-cultural team they celebrate and support the under-resourced communities in California’s second whitest county. Through community education, cross movement solidarity building, capacity building, and crisis response they aim to eliminate harm inflicted on people of color and LGBTQ+ individuals in Nevada County.

Many Thanks to our Workshop Sponsor for this important training.
Their generosity and support allows CNL to provide trainings during these challenging times at a reduced rate or often, free of charge to staff and board members our member organizations.

Beyond the Check: Stretching a Donor & Engagement Tactics

When: Monday, May 24th
4:00pm – 5:30pm
Via Zoom
Presenter: Katie McCleary
$20 for CNL Members /
$30 for Not-Yet-Members

As social changemakers, our role is to inspire, educate, and create positive impact through action and fundraising. Yet, in a busy world, finding ways to energize, connect, and stretch a donor further can sometimes feel challenging. Many individual donors want to do more than just write a check or show up at an event. They can become trusted strategic partners that help move the vision forward. What strategies can we try to help integrate individual donors more into the organization, further increasing their commitment to your mission? What are a few strategies that we can apply to our grant funders? In this 90 minute session, you’ll learn:

Stewarding the Donor: who, what, when, where, and why
Typical donor/funder conversation paradigms and which one makes the difference
What to listen for when with a donor to tailor the ask/invitation
Three things to present in every interaction and which data point matters the most
How to shift your ask for more engagement and better results
Tangible tricks and tactics for more engagement

Don’t miss this opportunity to take your donor engagement to the next level. Join CNL and presenter, Katie McCleary from Bridge The Gap for this engaging workshop.

Many thanks to our workshop sponsor.
Their generosity and support allows CNL to provide trainings during these challenging times at a reduced rate or often, free of charge to staff and board members our member organizations.

Foster an Environment of Connection: Trust, Respect, and Care with Donors

When: Monday, May 17th
4:00pm – 5:30pm
Via Zoom
Presenter: Katie McCleary
$20 for CNL Members /
$30 for Not-Yet-Members

The quality of our relationships are important, especially if we want to accomplish big goals and create meaningful impact. We need people to invest in our work. It’s paramount to our success that we connect effectively and efficiently with our donors, funders, and stakeholders. Trust, respect, and care are all essential ingredients to building relationships that are both purposeful and prosperous. Given the fast-paced nature of our world and work, how can we have better interactions that capture the attention, hearts, and dollars of a donor, funder, or stakeholder? In this 90-minute session, you’ll learn:

The art and neuroscience of relationship building
The nuances of presence and intention—two difference makers in interactions
Two core competencies that all people track in relationships
How to accelerate trust and respect between people
What three things to always present to a donor and why
How to sustain and renew the energy of the relationship

Don’t miss this opportunity to build your skills in connecting with and growing your relationships with donors. Join CNL and presenter, Katie McCleary from Bridge The Gap for this engaging workshop.

Navigating a Successful “Post-COVID” Transition with Your Volunteers

When: Wednesday, April 28th
9:30am – 11:00am
Via Zoom
Presenter: Trudy Harris of Team Giving
Free for CNL Members /
$30 for Not-Yet-Members

2020 and the COVID pandemic presented enormous challenges for us as a community and changed the way we all do things, particularly with our volunteers. While most everyone was able to adapt and pivot how they operated, there are still questions and concerns for the future.

Share and learn how NPO’s from our region are meeting these unique needs and rethinking how we get things done! We’ll look at:

Winning practices and strategic plans
Tried and true programs
What stayed in place, what fell by the wayside
National and regional trends in volunteering and how we can adapt
Share some heartwarming journeys taken by nonprofits and volunteers to continue their vital services to the community

Become inspired by the innovative and creative ways nonprofits everywhere are continuing to connect. You’ll discover what the predicted trends and pathways we have to look forward to in the next few years.

Lastly, gain insight and clarity on how you can move forward with confidence in recruiting, utilizing and retaining one of your most valuable assets – your volunteers!

Trudy Harris from Team Giving will share their journey navigating the last year and how they have walked this path with their NPO partners as they continue to support them. There will be lots of time to discuss and share with some great handouts and break-out sessions to collaborate on ideas and insights to make the volunteer connection stronger than ever between nonprofits, businesses and volunteers to achieve sustainable and impactful social change.

Together we are so much stronger; please join us in this opportunity to build on those strengths!

Many Thanks to our Workshop Sponsor.
Their generosity and support allows CNL to provide trainings during these challenging times at a reduced rate or often, free of charge to staff and board members our member organizations.

Get the Most Out of Zoom

When: Wednesday, April 21st
9:30am – 11:00am
Via Zoom (of course)
Presenter: Lori Burkart Frank
Free for CNL Members /
$30 for Not-Yet-Members

Join CNL and Lori Burkart Frank for an hour of expert Zoom ‘Know-How’ plus additional time for hands on practice and play! This training will cover the mechanics of the many facets of the Zoom platform. Then stick around for open time to practice what you’ve learned.

Attendees will:
~ Increase knowledge of Zoom tools
~ Gain understanding of Zoom settings for screen sharing, breakout rooms, polling and recording
~ Receive handout of tips and short video resources
~ Have the opportunity to practice with white boards, annotation tool, and setting up breakout rooms and polls (10:30 to 11:00)

Many Thanks to our Workshop Sponsor.

Heather Thorpe, Financial Advisor

Effective Board and Committee Leadership: “How to Be in Charge”

When: Wednesday, April 14th
4:00pm –5:30pm
Via Zoom
Presenter: Sally Coates
Free for CNL Members / $30 for Not-Yet-Members

Effective nonprofit leadership- what is it and what does it entail?
In this workshop we will explore the roles of being in either a board or a committee chairperson role. What does it take to manage a group of people, committed to being there to work together, yet bringing different backgrounds, experiences, and perspectives? What is the same and what is the difference in chairing the Board or chairing a committee?

Join Sally Coates and CNL as we review and compare:

Roles and Responsibilities
Commitment to the Role
Preparing for the Role
Managing the group, be in board or committee
Avoiding dysfunction
Conflict Resolution
Succession Planning

This training will also include interactive content to enable participants to connect with other leaders. Don’t miss this opportunity to take your leadership role to the next level.

Many Thanks to our Workshop Sponsors.