mvedn

Mary Heffernan, Organizational Consultant

October 27, 2009
Presentation from 8:00 am - 9:30 am, with networking until 10:00 am
Includes Continental Breakfast

Event Description

What are the essentials of board development and what is the ED’s role in fostering a high impact board? In addition to managing the organization, executive directors face a tough balancing act reporting to the board as its single employee and providing leadership to engage the board in oversight. Helping the board focus (on mission, on results, on process, on action) is one of the challenges all EDs face. This fast-paced, highly interactive session will give you practical tools you can use immediately as you work in partnership with your board.

We’ll explore:

• The characteristics of a successful board
• Your role in developing a high impact board
• Strategies to help the board focus on four key areas: mission, results, process, action

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Mission Mill Museum
1313 Mill Street SE
Salem, OR 97301

Points awarded in Category 1.B – Education of the CFRE International application for certification.

Attend this session and the rest of the series with a money saving season pass!

The Mid-Valley Executive Directors Network

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to position your organization for success. By participating in the series, you’ll gain the knowledge you need to build a healthy and adaptable nonprofit.

The series is designed with Executive Directors in mind, but all nonprofit leaders will gain a better understanding of proven practices and places to go for tools and resources.

Adam Davis, Partner, Davis, Hibbitts & Midghall Inc.

September 22, 2009
Presentation from 8:00 am - 9:30 am, with networking until 10:00 am
Includes Continental Breakfast

Event Description

Oregon has an impressive array of nonprofits across the state, each driven by missions dedicated to improving the quality of life in our state, with employees and volunteers who spend countless hours helping to improve communities. Although the economic recession has increased the need for the essential services provided by non-profits, it seems like there is less funding and donors available as local and state governments, foundations, and businesses tighten their budgets.

Adam Davis from Davis, Hibbitts & Midghall has been working with non-profits across Oregon and the United States for over three decades with qualitative and quantitative research to advise in the development of research based plans and communication strategies. Based on his experience with non-profits and his knowledge of public opinion and priorities as they relate to important services for communities, Adam will explore the following for creating a nimble non-profit in a fast changing world:

• Public perception about the political, economic and social issues shaping attitudes in the state, and what they mean for strategies and planning adopted by non-profits in 2009 and 2010
• Exploring strategies to effectively collaborate with other non-profits, government agencies, and businesses, and share solutions for the future of the state
• Setting priorities, especially the tensions between the pressure to respond to immediate problems and the need to address more long-term issues
• Using quantitative and qualitative public opinion research to assist with grant making, and to inform program and planning development and communications with funders and residents

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Mission Mill Museum
1313 Mill Street SE
Salem, OR 97301

Attend this session and the rest of the series with a money saving season pass!

Network Description

Using your feedback and our knowledge of the sector, TACS has developed a curriculum full of tools you need to position your organization for success. By participating in the series, you’ll gain the knowledge you need to build a healthy and adaptable nonprofit.

The series is designed with Executive Directors in mind, but all nonprofit leaders will gain a better understanding of proven practices and places to go for tools and resources.

Discussion Leader: Dennis Doherty, Managing Director, Nonprofit Practice, Beecher Carlson Insurance Agency, LLC Date: February 24, 2009 Time: 8:00 am - 9:30 am and networking until 10:00 am Includes Continental Breakfast

Sponsored by:

Cost: $25.00
NAO Member: $22.50 Join the Nonprofit Association of Oregon. View the NAO member list.

Event Description

Explore:

• Potential risks and liabilities of board service
• How to reduce exposure to risk
• Legal protections that exist for board members

What exposures do board members face for decisions made on behalf of their
nonprofits? Many may be very surprised to learn that their actions - or
inactions - may be the basis for a lawsuit against them, and that a wide and
growing range of litigation risks is now a given for nonprofit directors and
officers. Learn what you can do to protect yourself and your board from
unnecessary risk.

We'll take a look at practical steps you can take to reduce your exposure to
risk, and explore the role of insurance in sound risk management. Do you know
what your insurance policies say? Find out what you need to know about your
Directors' and Officers' liability policies, questions you should be asking,
and what you can and should be negotiating for.

Dennis Doherty has been the Nonprofit Practice Leader for Beecher Carlson
(formerly JBL&K) for over 20 years. As a local and national presenter, his
specialties include nonprofit risk management and strategic planning for
clients. Dennis brings a unique understanding to risk management as a board
member of several local nonprofit organizations.

Network Description

MVEDN (Mid-Valley Executive Directors Network) where nonprofit leaders gather monthly to network and share strategies for effective nonprofit management, governance, planning, and resource development.

Location

Mission Mill Museum
1313 Mill Street, SE
Salem, Oregon
Click here for driving and parking directions

Carol Cheney, Associate Consultant, TACS June 23, 2009 8:00 am - 9:30 am, with networking until 10:00 am Includes Continental Breakfast

Sponsored by

Event Description

As nonprofits move through their life cycles – from start-up to institutionalization – transitional moments have a powerful impact on the organization. These peaks and pitfalls affect the overall health of the organization and the people involved.

Join Carol Cheney, TACS Associate Consultant, to learn how to successfully navigate the uncharted waters of organizational growth and transition.

You’ll learn how to:

• Recognize the signs of transitions before they happen
• Understand how these transitions can impact your organization
• Find firm footing in leadership, planning, and change management

Numerous articles, books, and even programs are designed around helping organizations manage transitions successfully. We have compiled this thinking to share with you at this month’s MVEDN. Carol will offer specific examples and strategies, and provide you with the opportunity to share your own lessons from navigating nonprofit life stages.

Carol Cheney is a trainer and community organizer with 16 years experience working with grassroots and mid-sized nonprofits as well as in state government. She has provided consultation to organizations on Strategic Planning, Board Development, Volunteer Program Development/Management, Community Outreach and Engagement, Individual Donor Fundraising, Grantwriting Basics, and Organizational and Individual Cultural Competency. In all of her work, Carol is committed to leadership development, social change and building truly collaborative relationships.

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonproifit Association of Oregon (NAO). View the NAO member list.

Location

Mission Mill Museum
1313 Mill Street, SE
Salem, Oregon
Click here for driving and parking directions

Register Now!

Network Description

MVEDN (Mid-Valley Executive Directors Network) where nonprofit leaders gather monthly to network and share strategies for effective nonprofit management, governance, planning, and resource development.

Helen Kennedy and Jim Lewis, Founders, Lewis Kennedy Associates May 26, 2009 8:00 am - 9:30 am, with networking until 10:00 am

Sponsored by:

Event Description

While some donors initiate their engagement, most reach their potential through long-time stewardship, solicitation and involvement with your organization. Join Fundraising Consultant Helen Kennedy, to explore ways to build these valuable partnerships.

We’ll explore:

• The four quadrants of the giving cycle
• Pop psychology for fundraising—Not All Donors are Alike
• Electronic ranking and segmentation—Know Thy Donor
• Making the case for support
• Measuring success for improved fund development

In this MVEDN session, Jim and Helen will walk us through the giving cycle, and we’ll work through several scenarios based on their experience with other nonprofit organizations and their donors. Making a connection with your donors is more important than ever — don’t miss this opportunity to find out how!

Helen Kennedy, CFRE and co-founder of Lewis Kennedy Associates, has over 25 years of fundraising experience at every level. She excels at using strategic analysis and business insight to develop integrated campaigns that succeed, and is a leading expert in nonprofit campaign development. Since her first job in community radio, she has become known as a hard-working advocate for nonprofit clients. Helen has an MBA from UCLA and is a frequent speaker at national and regional fundraising conferences.

Before he co-founded LKA, Jim Lewis, CFRE, worked extensively in commercial and public broadcasting for some of the leading stations in the U.S. as a development director, general manager, news director, anchor, and president of a support organization. Jim got into fundraising through his journalism training. He was the fastest writer in the station and was asked to write grant applications. Thirty years later, he is in demand for his perspective as a CEO who returned to the work he preferred – fund development. He’s still writing too (now on a laptop instead of a typewriter).

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonproifit Association of Oregon (NAO). View the NAO member list.

Location

Mission Mill Museum
1313 Mill Street, SE
Salem, Oregon
Click here for driving and parking directions

Network Description

MVEDN (Mid-Valley Executive Directors Network) where nonprofit leaders gather monthly to network and share strategies for effective nonprofit management, governance, planning, and resource development.

Discussion Leader: Nanita McIlhattan Financial Consultant, AKT, LLP Date: April 28, 2009 Time: presentation 8:00 am - 9:30 am, with networking until 10:00 am Includes Continent

Sponsored by:

Cost: $25.00
NAO Nonprofit Members: $22.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Event Description

Now is the time to clearly understand what makes your organization a vibrant and viable asset to the community.

• What are your critical resources? If they waver, can you replace them? How much time do you have? Who is taking care of those relationships?
• What is your business model now? What could it be five years from now? Is your governance aligned with the current and future models?
• What are your core competencies and how do you protect them?
• If another organization wants to merge with yours, what are your evaluation criteria? If you are thinking about a merger, what are you looking for?

Join Nanita McIlhattan for a discussion on the key questions surrounding business planning for sustainability. Your board, staff, clients, funders (and you) all want to know that your organization has a strong plan to power through the downturn. Engage the creative energy around you with questions that can focus initiatives even as new doors are opened.

Nanita joined AKT, LLP in 2007 after 14 years in finance with Intel Corporation and 6 years as a consultant and interim executive in the public sector. She is a Certified Management Consultant and has an undergraduate degree in music education from St. Olaf College and a Masters of Business Administration degree from Purdue University. During her career with Intel and working as a consultant with public sector clients, Nanita completed strategic change projects in a variety of complex financial, operations, and organization development situations. Nanita frequently teaches workshops and seminars on a variety of financial and organizational improvement topics.

Network Description

MVEDN (Mid-Valley Executive Directors Network) where nonprofit leaders gather monthly to network and share strategies for effective nonprofit management, governance, planning, and resource development.

Location

Mission Mill Museum
1313 Mill Street, SE
Salem, Oregon

Discussion Leaders: Antoinette Pietka, Senior Management Analyst, and Ben Yeager, Data Management Assistant, City of Portland Bureau of Housing and Community Development Date: March 24, 2009 Time: 8:00 am - 9:30 am

Sponsored by:

Cost: $25.00
NAO Members: $22.50 Join the Nonproifit Association of Oregon (NAO). View the NAO member list.
Includes Continental Breakfast

Join us for a free forum following this network: Focus on the Future - see details below. 

Event Description

Learn:

• Where to find demographic data
• Tools for gathering and downloading information
• Indicators nonprofits should consider
• How to use this information in your organization

Demographic information provides a 'big picture' look at our communities-a profile of who we are and how this picture changes over time. From this vantage point, we see what exists in our communities (and what doesn't), and can make connections to the work we do. It enables us to build a shared understanding of current conditions based on concrete data, and provides valuable insight that can strengthen your case statement and funding requests, and aid strategic planning and decision-making.

Join Antoinette Pietka, Senior Management Analyst, and Benjamin Yeager, Data Management Assistant, to learn how demographic information can be useful to your nonprofit. We'll take a look at where the most current information can be found, and what tools are available for gathering and analyzing the data. Find out how to gather useful data that targets your fundraising efforts and informs your program and service delivery.

Antoinette Pietka is a Senior Management Analyst for the City of  Portland's Bureau of Housing and Community Development. Much of her work focuses on using data to support organizational decision making and budgeting. She has a strong history of working with non-profit and public agencies in the areas of community needs assessments and affordable housing market analyses.

Ben Yeager works for the City of Portland, Bureau of Housing and Community Development as a Data Management Assistant. His works duties include compiling and researching a wide array of data to support the Bureau's program staff and funders. Most recently, he has been working with Bureau housing program staff to effectively and informatively initiate the Neighborhood Stabilization Program, a program created to offset the negative effects of rising foreclosures on neighborhoods in the Portland Metro Area.

Free Forum: Focus on the Future

In the midst of a changing economy, join us for an opportunity to discuss the needs of your own nonprofit organization and the needs of the entire nonprofit sector – now and in the future. Participate in a conversation that explores the strategies, services, and opportunities that would be most useful to you. Following the MVEDN session on March 24, please join TACS consultants for this facilitated forum from 9:30 am to 11:00 am.

Even if you are unable to attend the MVEDN session, we hope you'll join us for this free forum. Please RSVP to Mar24rsvp@tacs.org. 

Network Description

MVEDN (Mid-Valley Executive Directors Network) where nonprofit leaders gather monthly to network and share strategies for effective nonprofit management, governance, planning, and resource development.

Location

Mission Mill Museum
1313 Mill Street, SE
Salem, Oregon
Click here for driving and parking directions

Discussion Leaders: TBA Date: February 24, 2009 Time: 8:00am - 10:00am Includes Continental Breakfast

Sponsored by:

Regular Fee: $25.00
NAO Member Fee: $22.50

NAO Members receive a 10% discount - Find out more about this great opportunity!

Not sure if your organization is a member of NAO? Check the NAO member list to find out. 

Sign up for a Season Pass for maximum return.

Event Description:

Event Description Coming Soon!

Network Description:MVEDN (Mid-Valley Executive Directors Network) where nonprofit leaders gather monthly to network and share strategies for effective nonprofit management, governance, planning, and resource development.

All meetings are held at the Mission Mill Museum from 8:00 am - 9:30 am, with networking until 10:00 am.

Location
Mission Mill Museum
1313 Mill Street, SE
Salem, Oregon
Click here for driving and parking directions

Discussion Leader: Joylyn M. Ankeney, Tax Manager, AKT LLP Date: January 27, 2009 Time: 8:00 am - 9:30 am, networking until 10:00 am

Sponsored by:

Cost: $25.00

NAO Members: $22.50 Join the Nonproifit Association of Oregon (NAO) or view the NAO member list.

Includes Continental Breakfast

Event Description

Overcome your fear of Form 990! With unprecedented changes to Form 990 – the first major overhaul since the 70s – now is the time to prepare your organization for the implications of the new form. Designed as a tool to enhance transparency and provide the government with a sense of what is really happening in the nonprofit sector, the new form is less about the numbers and more about governance issues.

We will discuss:

• What's new with Form 990
• Governance questions
• Additional schedules

Join AKT Tax Manager Joylyn Ankeney to find out how, while a lot of work, this can be an opportunity for your organization to put its best foot forward. We’ll explore some of the brand new and more formalized reporting, and how your organization can prepare for some of the record- keeping changes driven by the form. We'll also take a look at appropriate governance policies and information gathering within your organization. Rest assured you’ll be able to handle the challenges of the new form.

Joylyn works in AKT’s public sector division as a tax consultant. She has 10 years experience working with tax-exempt organization clients on a large variety of tax issues, including tax reporting and compliance, diagnostic reviews, unrelated business tax planning and state and local taxation.

Joylyn graduated from the University of Oregon. She is a member of the Oregon Society of Certified Public Accountants. She has spoken on numerous occasions on issues related to tax exempt organizations including presenting many times on the Form 990.

Network Description

MVEDN (Mid-Valley Executive Directors Network) where nonprofit leaders gather monthly to network and share strategies for effective nonprofit management, governance, planning, and resource development.

Location

Mission Mill Museum
1313 Mill Street, SE
Salem, Oregon
Click here for driving and parking directions