Management Issues

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

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

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

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

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

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

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

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

Presenter:

Nanita McIlhattan, Management Consultant

Panel of Human Services Leaders:

Bunny Dyer, Executive Director, Summit Springs Village
Tim Rusk, Executive Director, Mountain Star Family Relief Nursery
Steve Ryman, Administrative Council Member, Center for Human Development

December 4, 2009
9:00 am - 3:00 pm

Event Description

Tough economic times demand critical strategic decisions based on solid financial data, especially for human service organizations facing burgeoning need, shrinking funding, and diverse options with limited assessment time. Join Nanita McIlhattan and a panel of local human services leaders in a hands-on, pragmatic workshop for policy decision makers that will lead you through:

• Creating permission to talk about the financial elephants you know are in the room
• Setting the stage for negotiations that include saying 'no' to damaging alliances, non-core services, and funding sources
• Establishing strategic business structures to guide key decisions and assess core services

Audience

This training is designed for CFOs/Fiscal Managers, Board of Directors, and Executive Directors of human services nonprofits, preferably attending together.

The Presenter

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.

What Participants are Saying about this Training

"I do not normally rate trainings high: Nanita did an excellent job with a complex topic in a challenging climate/arena by using a real example and referring back to it throughout the day. Her use of challenging scenarios to address through a participatory process was very helpful. Prompting participants to take action, with the offer to follow up with her was terrific!"

"I am in the process of developing a strategic plan for our organization, so this workshop was very helpful. The “elephant in the room” look at finances was very enlightening and is information that I will be passing on to our board."

General Admission: $50.00
NAO Nonprofit Member: $45.00 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.
Second Participant: $25.00

Registration includes continental breakfast and lunch.

Location

Partners in Care
2075 NE Wyatt Court
Bend, Oregon 97701

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

Support provided by		Sponsored by

Nanita McIlhattan, Management Consultant, and a Panel of Human Services Leaders

November 5, 2009
9:00 am - 3:00 pm

Event Description

Tough financial situations demand critical strategic decisions, especially for human service organizations facing burgeoning need, shrinking funding, and diverse options with limited assessment time. Join Nanita McIlhattan and a panel of local human services leaders in a hands-on, pragmatic workshop for policy decision makers that will lead you through:

• Creating permission to talk about the financial elephants you know are in the room
• Setting the stage for negotiations that include saying 'no' to damaging alliances, non-core services, and funding sources
• Establishing strategic business structures to guide key decisions and assess core services

The Presenter

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.

Audience

Specifically for Boards of Directors, Executive Directors, and CFOs of human services nonprofits, preferably attending together.

General Admission: $50.00
NAO Nonprofit Member: $45.00 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.
Second Participant: $25.00

Registration includes continental breakfast and lunch.

Location

Rogue Regency Inn
2300 Biddle Road
Medford, Oregon 97504

This training counts for 5.0 points, as awarded in Category 1.B, Education, of the CFRE International application for certification.

Support provided by		Sponsored by

Nanita McIlhattan, Management Consultant, and a Panel of Human Services Leaders

November 3, 2009
Doors Open- 9:00 am
Presentation - 9:30 am to 3:30 pm

Event Description

Tough financial situations demand critical strategic decisions, especially for human service organizations facing burgeoning need, shrinking funding and diverse options with limited assessment time. Join Nanita McIlhattan and a panel of local human services leaders in a hands-on, pragmatic workshop for policy decision makers that will lead you through:

• Creating permission to talk about the financial elephants you know are in the room
• Setting the stage for negotiations that include saying 'no' to damaging alliances, non-core services, and funding sources
• Establishing strategic business structures to guide key decisions and assess core services

The Presenter

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.

Audience

Specifically for Boards of Directors, Executive Directors, and CFOs of human services nonprofits, preferably attending together.

General Admission: $50.00
NAO Nonprofit Member: $45.00 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.
Second Participant: $25.00

Registration includes continental breakfast and lunch.

Location

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

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

Support provided by		Sponsored by

Carol Cheney, Associate Consultant/Nonprofit Helpline, TACS

March 17, 2010
4:00 - 7:30 pm

Event Description

As a board member, you play a vital role in your nonprofit's success. Increase your effectiveness as a board member and get the most out of your volunteer experience! In this training, we'll explore the most common challenges for nonprofit boards of directors and provide clear guidance on the board's role, as well as offer handy tools to develop efficient and effective board structures and processes. We'll cover:

• Board basics: What every board member needs to know
• Legal, ethical, and financial responsibilities
• Board practices to watch out for
• Making meetings more productive

Participants will receive handy tools to develop efficient board processes and strategies to increase board engagement and commitment. Join us for an evening of answers to your board questions!

About the Presenter

Carol Cheney, TACS Associate Consultant, is an experienced trainer and community organizer with eighteen years' experience working and volunteering for grassroots and mid-sized nonprofits and in state government. She has served as a board member for several nonprofits, and provided consultation to organizations on strategic planning, board development, volunteer management, community outreach, fundraising, grantwriting, and cultural competency. In all of her work, Carol is committed to leadership development, social change, and building truly collaborative relationships.

Cost: $75.00
NAO Nonprofit Members: $67.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

The Center for Architecture
403 NW 11th Avenue
Portland, Oregon 97209

Cliff Jones, Senior Associate, TACS

September 16, 2009
4:00 - 7:30 pm

Event Description

Understand the vital role you, as a new board member, can play in building a thriving nonprofit. Board participation and leadership requires commitment, compassion, and knowledge. TACS consultant Cliff Jones will draw on over 25 years of nonprofit experience to provide the cornerstones of this knowledge. You will walk away with a toolkit and action plan for making a significant contribution as a committed and informed nonprofit board member!

In assembling your toolkit, you will:

• Comprehend the role of nonprofits in today’s environment
• Understand your legal and practical duties
• Gain tried and true practices for successful board participation and leadership

The Presenter

Cliff is a human rights activist with over 25 years of experience in social service, community education, and human rights advocacy. He is co-founder of Tools for Diversity, a multi-cultural team that addresses problems caused by discrimination and prejudice and supports building culturally competent organizations.

Cliff's professional capabilities include skill-building for boards and supervisors, planning, mediation, workplace diversity, multicultural alliances, conflict resolution, and group facilitation. He has consulted for all kinds of nonprofits—grassroots groups, social service agencies, housing authorities, and government bureaus. He has experience as a frontline staff, supervisor, project manager and executive director.

Cost: $75.00
NAO Nonprofit Members: $67.50 Join the Nonprofit Association of Oregon (NAO). View the NAO member list.

Location

The Center for Architecture
403 NW 11th Avenue
Portland, Oregon 97209
Recommended Parking: Station Place SmartPark at 720 NW Marshall

Lead Sponsor