Community Trainings & Events Calendar

Comcast_Stack_M_COLOR_BLK

Sponsored by Comcast NBCUniversal

Welcome to MNN’s Nonprofit Trainings and Events Calendar! Here you’ll find trainings and events across the state to help you network, learn & give back. Browse the full calendar below or use the categories and tags to filter by region or event type.

To submit an event, click the button below.

All submissions will be approved by MNN staff prior to being posted (typically within 24 hours).  You must be an MNN nonprofit or affiliate member to submit an event. Not a member yet? Annual membership starts as low as $75 and includes unlimited job postings and many other year-round benefits. Click to learn more and join.

For questions concerning MNN’s Nonprofit Trainings and Events Calendar please contact calendar@massnonprofitnet.org.

submit an event

Oct
24
Mon
Corporate Governance for 501(c)(3) Organizations and their Board Members @ Boston Private
Oct 24 @ 9:00 am – 11:00 am
Corporate Governance for 501(c)(3) Organizations and their Board Members @ Boston Private

A 2-hour, interactive seminar led by a tax-exempt organization specialist. The agenda includes: Role of the Board, Director Duties, Board Composition, Board Procedures, Policies, Other Compliance Issues and Director Liability.

Presenters: Maura Murphy, Rackemann, Sawyer & Brewster

Agenda: 8:30 a.m. – 9:00 a.m., Breakfast and Networking; 9:00 a.m. – 11:00 a.m., Presentation

A buffet of pastries, fruit, juices, coffee and tea will be available.

This seminar is a joint project of the Lawyers Clearinghouse and Boston Private.

Please RSVP by October 20.

Oct
27
Thu
501Partners Bootcamp 101/201 in NYC @ WeWork Dumbo Heights
Oct 27 @ 9:00 am – Oct 28 @ 1:00 am
501Partners Bootcamp 101/201 in NYC @ WeWork Dumbo Heights

Our popular Salesforce Bootcamp for Nonprofits series comes to New York City!

We are bringing our popular Salesforce training to New York for a special back-to-back training. On October 27th learn the basics with Salesforce Bootcamp for Nonprofits 101. On October 28th, reach your maximum Salesforce efficiency with in-depth reporting, data migration, and more. Just looking to attend one session? No problem, you can easily sign up for one session, or both. Whether your organization wants to understand and implement fundamentals of Salesforce, or to take its Salesforce use to the next level, we offer a comprehensive training just right for you!

More about our Bootcamps:

Our Salesforce Bootcamp for Nonprofits 101 is geared to the new or relatively new nonprofit Salesforce user, and is one of our most popular offerings. This intensive training is extremely hands-on, giving you plenty of practice time to become familiar with the basic features of Salesforce for the nonprofit user, and the confidence to move forward with Salesforce in the office.

At 501Partners, we’re experts at Salesforce and want to help you use this powerful platform to increase impact in your communities.

By the end of the Salesforce Bootcamp for Nonprofits 101 you will know how to:

Process Contacts
Record Donations
Manage Tasks
Customize records
Import Data
Launch campaigns
Generate reports
Create Dashboards
Salesforce Bootcamp for Nonprofits 201 is designed to take your organization to the next level of Salesforce proficiency. Whether you’ve become familiar with Salesforce at our original Bootcamp, or you’ve gained the skills on your own, Bootcamp 201 will help your organization reach maximum efficiency with Salesforce.

At Bootcamp 201, you will leave with a fundamental understanding of Salesforce NPSP 3.0, including how to:

Efficiently migrate data from your current repository to Salesforce
Run detailed reports and create dashboards on fundraising activities
Manage RSVPs for your events
Automate your donation acknowledgments
Mass Communications through Salesforce
Take advantage of the unique benefits that Salesforce offers to nonprofit users
Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors

What attendees have said about Bootcamp

“Overall, great job! Working while learning was extremely helpful. I was able to learn a lot that will make me stronger and more effective while using Salesforce.”

“I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!”

“Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization.”

Bootcamp 101 is on Thursday, October 27, 2016; 9:00 am – 4:00 pm

Bootcamp 201 is on Friday, October 28, 2016; 9:00 am – 4:00 pm

About Bootcamp Plus

Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.

All of our bootcamps are taught by our Director of Training, Paul Baxter.

A Few Details:

Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce).

Note: Chromebooks and tablets are not recommended.

Nov
18
Fri
Bootcamp PLUS: Salesforce Case Management & DIY Salesforce Data Migration @ 501Partners
Nov 18 @ 9:00 am – 4:00 pm
Bootcamp PLUS: Salesforce Case Management & DIY Salesforce Data Migration @ 501Partners

Bootcamp PLUS offers a deep dive into one specific feature of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with an overview of the subject, walks through active use cases to make the subject understandable, and includes plenty of time for hands-on learning and Q&A. Take just one or both sessions! Sessions run at just $99/Workshop

MORNING SESSION: Salesforce for Case Management on Friday, November 18 (11/18) at the 501Partners office.

Leave with the confidence and knowledge to:

-Create custom fields to track specific outcomes
-Track your client data and pair it with services and outcomes
-Create Cases
-Maintain logs, including time spent on each case
-Report on Cases to track your successful outcomes
-Create Solutions to share successful outcomes with your board and Colleagues

AFTERNOON SESSION: DIY Salesforce Data Migration on Friday, November 18 (11/18) at the 501Partners office.

Leave with the confidence and knowledge to:

-Understand the differences between various data migration tools: Data Loader, Dataloader.io, Data Wizard
-Execute simple migration: Contacts and Accounts
-Execute Intermediate Migration, such as:
-Migrating Donations and attaching the data to Accounts
-Migrating Cases and attaching the data to Contacts
-Adding Contacts to Campaigns through Migration
-Execute Advanced Migration, such as using External ID’s to attach Donations to Accounts
-Insert, Update and Delete with a data migration tool.

Dec
2
Fri
December Salesforce Bootcamp 101 for Nonprofits @ 501Partners
Dec 2 @ 9:00 am – 4:00 pm
December Salesforce Bootcamp 101 for Nonprofits @ 501Partners

Are you a nonprofit that needs help understanding and implementing Salesforce, but lacks the skills and resources to take advantage of the platform’s power?

If yes, we have a great event for you – our Salesforce Bootcamp 101 for Nonprofits!
At 501Partners, we’re experts at Salesforce and want to share our knowledge with nonprofits that are looking to use this powerful platform to improve operations.

By the end of the bootcamp you will know how to:
-Process Contacts
-Record Donations
-Manage Tasks
-Customize records
-Import Data
-Launch campaigns
-Generate reports
-Create Dashboards

Who Should Attend: Executive Directors, Development Staff, Admin Staff, Volunteer Coordinators, Program Directors

-x-x-x-x-
What attendees have said about Bootcamp
“Overall, great job! Working while learning was extremely helpful. I was able to learn a lot that will make me stronger and more effective while using Salesforce.”
“I wish I had taken this class 1.5 years ago, it would have made my job a lot easier!”
“Thank you so much for a great workshop! I definitely learned a lot, and I look forward to diving into Salesforce and seeing what it can do for our organization.”

Feb
25
Sat
Philanthropy & Trustee Training Workshop for Young Professionals @ Venue TBD
Feb 25 all-day
Philanthropy & Trustee Training Workshop for Young Professionals @ Venue TBD

Beacon Academy is offering a Philanthropy & Trustee Training Workshop for young professionals on Saturday, February 25th here in Boston: www.beaconleadership.org

Young professionals that attend and complete the workshop requirements will receive a certificate of completion as well as a letter of recommendation from a distinguished board member at Beacon Academy. This inaugural workshop is just $100, and includes an opportunity for free professional development coaching in the month of March.

Apr
21
Fri
Bootcamp Plus: Salesforce Advanced Reporting @ 501Partners
Apr 21 @ 9:00 am – 12:00 pm
Bootcamp Plus: Salesforce Advanced Reporting @ 501Partners

Salesforce Advanced Reporting
Learn how to choose, organize and present each of the most common reports that any nonprofit admin will use in this Salesforce Advanced Reporting workshop. Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what may happen in the future!

We will identify the type of information you’ll need from each report, learn how to select the report type, and ultimately how to present the data to others in your organization. We will also review the structure of Salesforce and its role in reporting so that you have a wide-angle view on building reports.

Leave with the confidence and knowledge to:
Create and Run Commonly Used Reports/Charts
Use Pre-built Reports in the Nonprofit Starter Pack (NPSP)
Build simple reports
Create Charts
Create and Run Tabular and Summary Reports
Manipulate Mailing Lists: Exporting Data to Excel
Export to Campaigns
Create Dashboards

All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.
This half-day training is offered in conjunction with Bootcamp Plus: Salesforce Admin Toolbox. Sign up for a single session, or both for a heightened Salesforce learning experience.

About Bootcamp Plus:
Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.

All of our bootcamps are taught by our Director of Training, Paul Baxter.

Bootcamp PLUS: Salesforce Toolbox for Admins @ 501Partners
Apr 21 @ 1:00 pm – 4:00 pm
Bootcamp PLUS: Salesforce Toolbox for Admins @ 501Partners

Salesforce Toolbox for Admins
Many organizations find having a Salesforce system administrator on site to be advantageous, not to mention cost-effective. This half-day training is designed for the relatively new nonprofit Salesforce admin who wants to be a confident user of the most helpful and frequently-used Salesforce functions. You’ll leave knowing how to administer Salesforce to support your program, organization, and staff data needs. Come ready to practice adding, ask your questions, and learn alongside your peers.

We will walk through active use cases, and discuss some of the most commonly-asked questions about nonprofit Salesforce system administration. Finish the workshop with confidence and the ability to:

Add and Remove Users
Create a Company Profile
Edit Profiles
Use Data Securely
Export Your Data Safely and Efficiently
Merge Contacts and Accounts
De-duplicate Contacts Without Stress

This workshop is offered in conjunction with Bootcamp Plus: Salesforce Advanced Reporting. Sign up for a single session, or both for a heightened Salesforce learning experience.

Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Contact us at (978) 232-9200 if you have any questions about this requirement.

About Bootcamp Plus
Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.
All of our bootcamps are taught by our Director of Training, Paul Baxter.

Jun
20
Tue
First Grant Maker/Grant Recipient Dialogue on Nonprofit Data and Evaluation @ Boston NonProfit Center
Jun 20 @ 8:30 am – 12:00 pm
First Grant Maker/Grant Recipient Dialogue on Nonprofit Data and Evaluation @ Boston NonProfit Center

Tech Networks of Boston, Third Sector New England, and Essential Partners are co-hosting a very special dialogue series. It will bring together grant makers and nonprofit grant recipients to talk about data and evaluation. The first dialogue session will be on June 20th.

Our highly distinguished dialogue facilitator is Dave Joseph of Essential Partners, whose experience includes creating post-genocide dialogues in Burundi. His goal is to create a safe enough space to allow grant makers and nonprofit grant recipients to engage in candid discussion about their differences and their common ground about an increasingly fraught topic.

If you are a grant maker who is interested in participating, please follow this link:

https://www.eventbrite.com/e/first-grant-makergrant-recipient-dialogue-on-nonprofit-data-and-evaluation-registration-34039354626?aff=mnncalendar

If you are a nonprofit professional who is interested in participating, please follow this link:

https://www.eventbrite.com/e/first-grant-makergrant-recipient-dialogue-on-nonprofit-data-evaluation-registration-34516365378?aff=mnncalendar

Jul
14
Fri
Salesforce Bootcamp 101 @ 501Partners
Jul 14 @ 9:00 am – 4:00 pm

Salesforce Bootcamp 101 for Nonprofits is just right for the new or relatively new Salesforce user, and is one of our most popular offerings! This intensive one-day training is extremely hands-on, giving you plenty of practice time to become familiar with the basic features of Salesforce for the nonprofit user.

Jul
28
Fri
Mass Emailing with Salesforce @ 501Partners
Jul 28 @ 1:00 pm – 4:00 pm

Bootcamp Plus: Mass Emailing with Salesforce

Automation is the key to getting the most work done with a small staff, and Salesforce includes automation tools that let your staff work at maximum efficiency, with the added advantage of taking many repetitive tasks off their plate. In this Bootcamp PLUS, we will explore using Salesforce to create automated emails that assign tasks, respond to requests, and pass information to the right staff person. Even better: your automated emails can be formatted and customized to respond to constituents as well! Finally, we’ll walk through integrating Salesforce with a third-party mass mailing tool to provide better control over your mailing lists. You’ll have hours back in your week after this workshop!

Leave with the confidence and knowledge to:

Create an Email Template
Automatically assign tasks, respond to requests, and forward information to the right staff person
Create a workflow (automation) to acknowledge a gift
Create a workflow to inform a gift has been made
Download and install the free connector for a mass emailing tool

All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.

This afternoon workshop is offered in conjunction with the morning Bootcamp PLUS workshop: Salesforce with FormAssembly. Sign up for one or both workshops!

Oct
20
Fri
Corporate Governance for 501(c)(3) Organizations and their Board Members @ Boston Private
Oct 20 @ 9:00 am – 11:00 am

Please register for this event by October 17.

A 2-hour, interactive seminar led by a tax-exempt organization specialist. The agenda includes: Role of the Board, Director Duties, Board Composition, Board Procedures, Policies, Other Compliance Issues and Director Liability.

Presenters: Maura Murphy, Rackemann, Sawyer & Brewster

Agenda: 8:30 a.m. – 9:00 a.m., Breakfast and Networking; 9:00 a.m. – 11:00 a.m., Presentation

A buffet of pastries, fruit, juices, coffee and tea will be available.

This seminar is a joint project of the Lawyers Clearinghouse and Boston Private.

Dec
15
Fri
BOOTCAMP PLUS: DIY Data Migration @ 501Partners
Dec 15 @ 9:00 am – 12:00 pm

Successful data migration requires preparing the data in a format that Salesforce can accept. We will cover many time-saving techniques to make this process easier. You’ll learn how to make migration easier by matching your data to Salesforce’s internal structure. Finally, you’ll use and compare three different free data migration tools.

BOOTCAMP PLUS: Advanced Reporting @ 501Partners
Dec 15 @ 1:00 pm – 4:00 pm

Learn how to choose, organize, and present each of the most common reports that any nonprofit admin will use in this Salesforce Advanced Reporting workshop. Leave with the confidence to run the right report, correctly, and show your staff and board what’s happening now and what may happen in the future!

Feb
2
Fri
February Salesforce Bootcamp 101 for Nonprofits
Feb 2 all-day

Nonprofit professionals who want to learn how to use Salesforce for basic data management, donation tracking, and detailed report generation. No prior database experience required. Past Bootcamp attendees include development staff, admin staff, volunteer coordinators, program directors and executive directors.

Feb
8
Thu
Nonprofit Corporate Governance and Compliance @ Stonehill College – Brocktonian Room
Feb 8 @ 9:00 am – 10:30 am

Please RSVP by February 5.

A 2-hour, interactive seminar led by a tax-exempt organization specialist. The Agenda includes Role of the Board, Director Duties, Board Composition, Board Procedures, Policies, Other Compliance Issues and Director Liability.

Presenter: Teresa Santalucia, Klein Hornig

This seminar is a joint project of Lawyers Clearinghouse and Stonehill College Center for Nonprofit Management with pro bono assistance from Klein Hornig LLP.

Webinar: RollCall & Attendance Tracking in Salesforce
Feb 8 @ 12:00 pm – 12:30 pm

RollCall 3.0 is a custom solution designed by 501Partners. Developed with educators, trainers, and event planners in mind, RollCall makes attendance tracking in Salesforce a seamless process. Allow us to guide you through a demonstration of this product, which facilitates bulk attendance tracking and automation. RollCall allows for fully configurable attendance pages, customizable fields (including photos and links), automatic record creation and management, calendar integration, and mobile compatibility.

Feb
16
Fri
Bootcamp Plus: DIY Data Migration @ 501Partners
Feb 16 @ 9:00 am – 12:00 pm

Data migration simply means transferring a large amount of data from one place to another in a single operation. At some point, nearly every organization will need to migrate data. If you have an existing database, you already have a substantial amount of development and program information. Entering all that information manually would take far too much time, so data migration is the solution. But data migration is useful in other scenarios as well, such as when you have a large event and collect a substantial number of new donors or program participants. Successful data migration requires preparing the data in a format that Salesforce can accept. We will cover many time-saving techniques to make this process easier. You’ll learn how to make migration easier by matching your data to Salesforce’s internal structure. Finally, you’ll use and compare three different free data migration tools.

Apr
7
Sat
Rules of the Road for Nonprofits & Entrepreneurs @ UMass Law School Dartmouth, Moot Courtroom
Apr 7 @ 8:30 am – 10:30 am

Legal “compliance” for organizations covers much more than annual financial filings! Learn the rules of the nonprofit road as student lawyers in the UMass School of Law Community Development Clinic present on various aspects of legal compliance. Light breakfast refreshments will be provided, and free parking is available.

Apr
9
Mon
Get it in Writing: Contracts @ UMass School of Law Moot Courtroom
Apr 9 @ 6:00 pm – 8:00 pm

Contracts are critically important to both nonprofits and for-profit businesses. Learn the basics about these documents at this workshop presented by UMass School of Law Community Development Clinic student lawyers. Refreshments will be provided and free parking is available.

Apr
12
Thu
Pro Bono Consultation for Nonprofits: Bylaws and Conflict of Interest Policy Review and Update @ Ropes & Gray LLP
Apr 12 @ 9:00 am – 12:00 pm

*Space is limited. Please register by April 5.*

When did your organization last formally review its bylaws to ensure that they remain in accordance with your Articles of Organization, other corporate documents, and that they are reflective of the organization’s actual practices? Does your organization have any concerns about how your bylaws are being or can be interpreted to ensure that decisions and resolutions are legally binding? Is your Conflict of Interest Policy current and useful to address your possible and likely scenarios?

Join us for a two-part training and consultation program on bylaws and COI policy. The 60-minute training will focus on the mechanics of bylaws and COI policy and practical tips for how to use these documents in your operation. The subsequent 75-minute consultation session will be staffed by lawyers from Ropes & Gray LLP. They will review your current bylaws and COI policy or assist you in creating a new policy, and make recommendations as necessary.

Presenters: Attorneys from Ropes & Gray LLP

Pro Bono Attorneys for Individual Consultation: Attorneys from Ropes & Gray LLP

Agenda:

9:00 a.m. – 9:20 a.m. Registration
9:20 a.m. – 9:30 a.m. Welcome Remarks
9:30 a.m. – 10:30 a.m. Training: Understanding Bylaws & Conflict of Interest Policy
10:30 a.m. – 10:45 a.m. Break
10:45 a.m. – 12:00 p.m. Consultation with Pro Bono Attorneys

This program is a project of Lawyers Clearinghouse with pro bono support from Ropes & Gray LLP.