Management Issues

Developing Board Fundraising Leadership: Plan B (and C and D and…)

Medford, Oregon

Andy Robinson, Nonprofit Trainer and Consultant

September 21, 2010
10:00 am - 4:00 pm

Event Description

If your board isn't raising all the money it could - indeed, if your board isn't raising any money at all - you're not alone. In this workshop, we'll discuss the reasons why, and outline strategies to turn things around through stronger leadership. You'll leave with several practical options for increasing board involvement and effectiveness.

Topics include:

  • Developing a culture of fundraising
  • The psychology of fundraising: why donors give
  • Building a board fundraising ladder
  • Identifying and grooming your fundraising sparkplug
  • Alternative fundraising models -- and how to apply them to your board
  • Holding each other accountable with board fundraising agreements

Developing Board Fundraising Leadership is designed for nonprofit executive directors, development staff, and board members. Board Chair/Executive Director teams will especially enjoy this opportunity to work together to mobilize your board.

About the Presenter

Andy Robinson (www.andyrobinsononline.com) provides training and consulting for nonprofits in fundraising, grantseeking, board development, marketing, earned income strategies, planning, leadership development, and facilitation. Over the past twelve years, Andy has worked with organizations in 47 US states and Canada. He specializes in the needs of groups working for human rights, social justice, environmental conservation, historic preservation, and community development.

Andy is the author of four books, including Grassroots Grants; Selling Social Change (Without Selling Out): Earned Income Strategies for Nonprofits; Big Gifts for Small Groups, and Great Boards for Small Groups. When he's not on the road, he lives in Plainfield, Vermont.

Cost:

First participant from an organization:
$112.50 NAO Members & Affiliates | RVDP Members
$125.00 all others

Second & additional participants from an organization:
$67.50 NAO Members & Affiliates | RVDP Members
$75.00 all others

Scholarships available to members of the Rogue Valley Development Professionals. Learn more.

Coffee, tea, water and lunch will be provided.

Location

Red Lion Hotel
200 N. Riverside Ave.
Medford, Oregon 97501

Produced in partnership with:

Board Fundraising: Stories from the Field

Registration Link Coming Soon

Presenter: TBA

January 11, 2011
Networking over pizza begins at 5:00 p.m., presentation from 5:30 to 7:00 p.m.

Event Description Coming Soon

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

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209


About the Nonprofit Board Network

A well-functioning Board of Directors is essential for nonprofit organizations not only to meet legal requirements, but also to successfully achieve their goals. Every nonprofit board is responsible for creating a structure, policies, and procedures that support good governance.

The Nonprofit Board Network offers regular opportunities in a relaxed atmosphere for you to learn about nonprofit governance, network with board members from other organizations, and meet the experts. Nonprofit Board Network gives you a chance to interact with respected thinkers and practitioners in the nonprofit world and to share information and experience.

Recruiting a Diverse Board: Strategies for Success

Presenter: TBA

November 9, 2010
Networking over pizza begins at 5:00 p.m., presentation from 5:30 to 7:00 p.m.

Event Description Coming Soon

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

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209


About the Nonprofit Board Network

A well-functioning Board of Directors is essential for nonprofit organizations not only to meet legal requirements, but also to successfully achieve their goals. Every nonprofit board is responsible for creating a structure, policies, and procedures that support good governance.

The Nonprofit Board Network offers regular opportunities in a relaxed atmosphere for you to learn about nonprofit governance, network with board members from other organizations, and meet the experts. Nonprofit Board Network gives you a chance to interact with respected thinkers and practitioners in the nonprofit world and to share information and experience.

NAO Annual Meeting

Portland, Oregon

First Annual Meeting of the Nonprofit Association of Oregon

On September 30, join fellow member organizations to kick off the new direction of the Nonprofit Association of Oregon at this inaugural Annual Meeting. Oregon has never had a greater need for a strong community of nonprofits, and your involvement is crucial to making NAO a responsive organization and collective voice for the sector. Hear from a dynamic national speaker, and learn more about our work to mobilize and serve the sector.

When & Where

September 30, 2010 from 8:00 a.m. to 12:00 p.m.
The Oregon Zoo, Cascade Crest Conference Center
4001 Southwest Canyon Road
Portland, Oregon 97221

Additionally, we are investigating options for statewide viewing.

Agenda

8:00 a.m.: Join us for a hearty continental breakfast and meet our exhibitors

9:00-10:30 a.m.: State of Oregon's Nonprofit Sector Address, Election of NAO Board of Directors

10:30-11:30 a.m.: Keynote

11:30 a.m.-12:00 p.m.: Networking

Election of Board of Directors

As part of our new direction, we have revised our bylaws to reflect that we are now a membership organization. The new bylaws state that a majority of our Board of Directors shall be designated representatives from member organizations. In May, we asked member organizations for Board nominations, and we are working to build a slate that is both representative of our membership and of Oregon's diverse nonprofit community. The slate will be presented to member organizations for a vote, and the newly elected Board members will be announced at the meeting. More information about the voting process will be available soon.

Note: The new bylaws will be posted to our website in late July.

Keynote Speaker: Marcia Avner

Hear from Marcia Avner, former Public Policy Director and current Senior Research Associate at the Minnesota Council of Nonprofits. Her work includes advocacy and civic engagement training and education, as well as lobbying on election reform, tax policy, and other issues that are important to nonprofits and the people they serve. Marcia also teaches at the Center on Advocacy and Political Leadership at the University of Minnesota-Duluth. Her work includes national advocacy and organizing institutes and seminars for nonprofit centers, academic centers, and Wellstone Action. Her publications include: “The Lobbying and Advocacy Handbook for Nonprofit Organizations: Shaping Public Policy at the State and Local Level” and “The Board Member's Guide to Lobbying and Advocacy” published by Fieldstone Alliance. Prior to her work with MCN, Marcia served as the Communications Director for U.S. Senator Paul Wellstone, Deputy Mayor of St. Paul, Executive Director of The Minnesota Project, Assistant Commissioner of Energy of the State of Minnesota, and Legislative Director with the Minnesota Public Interest Research Group.

Who Should Attend?

The Annual Meeting is free and open to both nonprofit and associate members of the Nonprofit Association of Oregon. Limit two attendees per organization.

Questions?

For questions about the event, please contact Jennifer Ingham, Training Director, at 503.239.4001 ext. 102 or training@tacs.org. For questions about membership, please contact Micaela Kennedy, Member Services Coordinator, at 503.239.4001 ext. 107 or mkennedy@tacs.org.

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Sustainable Nonprofit Business Models

Eugene

Kay Sohl, Nonprofit Consultant & Trainer, Kay Sohl Consulting

May 18, 2010
8:00 am - 12:00 pm

Event Description

Do your current income generating strategies provide the support your organization needs to achieve its highest priorities? Take a fresh look at the relationship between generating earned and contributed income and meeting critical community needs. Explore new tools to:

  • Analyze your current business model
  • Rethink your strategies for earned and contributed income
  • Identify unused or underutilized capacities
  • Use financial modeling to test potential change strategies
  • Plan and manage business model transitions

Consciously or not, a business model lies behind every nonprofit's approach to generating income and directing resources toward achieving its mission. Whether your current model depends primarily on donations and grants, or generates significant support through fees, product sales, or contracts for services, this half-day workshop will stimulate new ideas for retooling your approach to get the resources your organization needs. Learn how you can help board and staff leaders guide investment of limited resources to increase your nonprofit's capacity to sustain and enhance its most important work.

About the Presenter

As founder and former executive director of TACS, workshop leader Kay Sohl has worked with thousands of the Northwest's nonprofits to develop budget and business strategies for sustainability. In her new training and consulting practice, Kay is working with nonprofits in every part of the country as they confront an economic roller coaster of rapid change.

In the words of a participant in her most recent training for NAO/TACS:

"Kay Sohl is in a league of her own; her command of the language and the subject matter combined with her delightful sense of humor...it is as good as training ever gets."

Cost

First Participant: $85.00 (76.50 for NAO nonprofit members)
Additional Participants: $50.00 (must be from same organization)

Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Serbu Center, Carmichael Room
2727 Martin Luther King, Jr. Blvd.
Eugene, Oregon 97401
Onsite parking is available

Rester now!

Lead Sponsor

Pacific  Continental Bank Logo

Catering Sponsor

Logo Kernutt Stokes Brandt and Co. LLP

Additional support provided by the Chambers Family Foundation and The Kinsman Foundation.

Turning Our Economic Downturn into Your Leadership Breakthrough

Portland

This event has been cancelled. Please contact training@tacs.org with questions/concerns.

Paul Werder, Founder, LionHeart Consulting, Inc.

March 31, 2010
8:00 am - 12:00 pm

Event Description

Participants in this hands-on, half-day workshop will explore these four leadership areas and questions:

  1. Heart: Am I caring for my heart sufficiently to respond with inspiration, strength, and wisdom?
  2. Core Team: Do I have a core team I can deeply trust to create the breakthrough I currently believe is necessary?
  3. Organizational Excellence: Is my organization set up to create sustainable service excellence in our current reality?
  4. Service Legacy: Are we creating a legacy of service excellence that is setting the foundation for expanding our contribution?

Breakthroughs always begin with insight into what's missing and a strong commitment to a respectfully honest inquiry, until the necessary solutions are in place. Paul facilitates these types of dialogues in an environment that values "compassionate truth telling" over theoretical discussions, and where a high degree of authenticity around real issues becomes the norm instead of the exception.

Participants will receive LionHeart's self-study guide, Mastering Effectiveness, (a $79 value) which offers practical and powerful tools to help you implement your own breakthroughs. This guide includes self assessments, how-to methods, and learning exercises for ten critical leadership competencies. It is perfectly designed to be used in a peer learning group or a facilitated year-long program.

The Presenter

Paul Werder founded LionHeart Consulting Inc. in 1983. He has a track record of successfully implementing organizational changes and improving the culture and financial performance of businesses and non-profit organizations. He consistently brings forth an inspiring level of commitment and insight to ensure that each person achieves the level of success they are committed to.

Cost: $165.00 Includes LionHeart's self-study guide, Mastering Effectiveness, (a $79 value)

NAO Members: $148.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

YWCA, 3rd floor conference room
1111 SW 10th Avenue
Portland, OR 97205

Recommended parking: Smartpark Garage located at SW 10th Avenue and Yamhill

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

This event has been cancelled. Please contact training@tacs.org with questions/concerns.

What People Say

The support and skills I received from our nonprofit leadership group was invaluable. It helped me through a very rough year of dealing with the recession and personal life challenges. I greatly admire learning from my peers and realizing that so many different leadership styles can be effective. The printed materials, role plays, feedback, and training from our coaches has been "spot on." I only wish we could get together more often.

Lynn Thompson, CEO, Big Brothers Big Sisters Columbia

Remove from upcoming events: 
Yes

Volunteer Management 101

Portland

June Bass, CVA, Nancy Gaston, CVA, Jim Laden, M. Ed, and Autumn Ray, CVA

February 18, 2010
8:30 am - 4:30 pm

Event Description

  • Recruit and keep the best volunteers
  • Identify and build on your volunteers' skills and desires
  • Provide effective training and supervision
  • Use volunteer feedback to improve your program
  • Give meaningful feedback
  • Recognize volunteers in ways that are meaningful to them and realistic for your organization

Satisfied volunteers are vital to achieving your mission. Volunteers can change lives through their work with your clients and can bring tremendous expertise to your organizations in many ways through marketing, fund-raising, membership development, community outreach, special events, and program support. Unfortunately, ineffective volunteer recruitment and poor volunteer management can actually sap your nonprofit's valuable time and energy.

Do you strive to maintain a thriving volunteer pool that gets work done, builds community support, and decreases workloads? Volunteer Management 101 will help you to learn the eight core foundations of volunteer management including:

  • Understanding Volunteering
  • Planning a Volunteer Program
  • Recruiting and Placing Volunteers
  • Orienting and Training Volunteers
  • Supervising Volunteers
  • Recognizing Volunteers
  • Managing Risk
  • Positioning the Profession

The Presenters

Nancy Gaston, June Bass, Autumn Ray, and Jim Laden are advanced volunteer management practitioners with extensive experience providing training in volunteer management program leadership. This workshop will introduce a number of CVA (Certified in Volunteer Administration) topics for those ready to move ahead in this field. Don't miss this rare opportunity to take the next step in professional development for volunteer program leaders.

Comments from Past Participants

"Fantastic,thoroughly knowledgeable, engaging, and energetic presentation. I
loved the facilitation, presentation details, and the continuous constructive
feedback."

"Thanks to your organization for the best management training I have attended.
It was engaging and interesting."

Cost: $150.00
NAO Members:
$135.00 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.
NOVAA Members: $135.00 More information

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place Parking Garage on NW Station Way

Volunteer Management 201

Portland

June Bass, CVA, Nancy Gaston, CVA, Jim Laden, M. Ed, and Autumn Ray, CVA

April 29, 2010
8:30 a.m. to 4:00 p.m.

Event Description

Join outstanding volunteer management trainers for an in-depth exploration of strategies essential for successful volunteer leadership. This advanced training is designed for staff members who have primary responsibility for leading volunteer programs and can draw upon substantial experience in this profession. Participants will build upon their understanding of volunteer program leadership and master new tools and techniques to increase program effectiveness.

Expert trainers from NOVAA will explore:

  • Key leadership skills for volunteer managers
  • Risk Management
  • Volunteer program evaluation strategies

The Presenters

Nancy Gaston, June Bass, Autumn Ray, and Jim Laden are advanced volunteer management practitioners with extensive experience providing training in volunteer management program leadership. This workshop will introduce a number of CVA (Certified in Volunteer Administration) topics for those ready to move ahead in this field. Don't miss this rare opportunity to take the next step in professional development for volunteer program leaders.

* Attendance at a previous Volunteer Management 101 workshop is NOT required.

Cost: $150.00
NAO Members:
$135.00 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.
NOVAA Members: $135.00 More information

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place SmartPark at 720 NW Marshall

Training Partner

NOVAA logo

 

Remove from upcoming events: 
Yes

Using Successful Project Management to Do More with Less

Portland

Jeff Oltmann, VP at Large, Project Management Institute, Portland Chapter

February 11, 2010
8:00 am - 12:00 pm

Event Description

You use projects every day in your work – to improve a core service, kick off a new initiative, or just get things done. Especially in this recession, your projects must do more with less, and you can’t afford for them to fail. Yet most projects do fail – many because of easily avoidable project management mistakes. This practical workshop shows you the foundational techniques of running successful projects. You will learn key project management concepts, then immediately apply them to real projects during the workshop. Learn how to start projects on firm foundations, create realistic plans, and monitor and steer projects until they reach successful conclusions.

Participants in this workshop will be able to:

  • Explain how to use projects to help nonprofits achieve their goals
  • Lead a project through the four standard steps that bring order to chaos
  • Recognize common causes of project success and failure
  • Get a project off to a good start using chartering
  • Plan a project, including the fundamentals of creating a realistic schedule
  • Balance competing priorities within a project
  • Monitor project progress and make course corrections where necessary

The Presenter

Jeff Oltmann has led successful programs for over 20 years. He ran the project office for a $60M project portfolio at IBM’s Oregon development facility. Jeff’s hands-on program management experience includes program budgets over $100M and worldwide cross-functional teams of over 100 members. He is on OHSU’s graduate management faculty.

Cost: $85.00
NAO Members:
$76.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place Parking Garage on NW Station Way

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

Working Across Generations: Defining the Future of Nonprofit Leadership

Portland

Frances Kunreuther, Helen Kim, and Robby Rodriguez, Authors of Working Across Generations: Defining the Future of Nonprofit Leadership

October 9, 2009
8:00 am - 10:00 am

Event Description

Leadership transition and generational shift in the nonprofit sector has created a time of great hope and possibility as well as challenge and loss. Join Frances Kunreuther, Helen S Kim, and Robby Rodriguez, authors of the new book Working Across Generations: Defining the Future of Nonprofit Leadership, for an interactive discussion on the ways we can work together in multigenerational settings and the implications of generational change on leadership in the nonprofit sector, particularly in social justice organizations.

This workshop will provide participants with tools and ideas for how to practice inter-generational leadership in their organizations, including common stumbling blocks and ways to begin the conversation. Discussion will include:

  • Approaching leadership changes in ways that value the contributions of long-time leaders
  • Recognizing what new and younger leaders have to offer
  • Helping groups work across generational divides

A panel of local nonprofit leaders will also be on hand to share their experiences with these issues. 

Cost: $10.00 to $30.00 sliding scale

Ecotrust Conference Center
721 NW 9th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place SmartPark at 720 NW Marshall

Support Provided by
United Way of the Columbia-Willamette

Western States Center

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