Please review the workshop selection below and choose your workshops before registering.
21st Century Advocacy: Using Social Media and Other On-Line Tools to Boost Your Impact
The use of social media and online tools to advocate and increase public awareness and engagement with a nonprofit’s mission is more critical than ever. But how can nonprofits effectively leverage social media and online tools, with so many to choose from and limited time and resources to devote to it? Hear from professionals who have worked across different nonprofit sectors in Massachusetts and have used a variety of social media and online tools to advance legislation, advocate for funding, raise awareness, build coalitions and increase engagement among their target audiences. Participants will learn about defining goals and target audiences for their advocacy efforts; what specific social media and online tools are most effective in reaching specific target audiences; how to create a social media and online tools strategy; how much time should be spent on social media; how to launch and maintain a campaign; how to define your social media tone and voice; how to integrate social media into your overall communications mix; and how to measure your success.
Rich Greif, MBA, is the Director of Marketing & Partnerships with the Mass Mentoring Partnership, where he works to raise the profile of mentoring statewide and position Mass Mentoring as a key player in youth development and the youth mentoring movement. He has over 20 years of marketing experience in the public, private and nonprofits sectors and has been involved in mentoring for over 20 years with Big Brothers Big Sisters of Massachusetts Bay, Boston Partners in Education, Everybody Wins! Metro Boston, and the United Way of Massachusetts Bay.
Lori Fresina joined M+R Strategic Services in 2006 as Senior Vice President and New England Office Director following four years with the Campaign for Tobacco-Free Kids and eight-and-a-half-years with the American Cancer Society’s New England Division. She is the co-creator of the Power Prism® advocacy model campaign planning, execution, and evaluation. The Power Prism® focuses on the six “power tools” of effective advocacy:(1) Research & Data Collection; (2) Coalition Building & Maintenance; (3) Fundraising & Development; (4) Grassroots & Grasstops; (5) Media Advocacy; and, (6) Decision-Maker Advocacy. Lori serves an interesting mix of local, state and national non-profit clients.
Maria Daniella Fernandes works as a child health advocate for Children’s Hospital Boston. She works with members of the state legislature, the executive branch, state agencies, and partner organizations to advance the hospital’s public health priorities. Her specific focus is advancing legislation and budget items in the areas of fitness and nutrition, injury prevention, and child protection. A big component of Maria’s work involves using constituent engagement solutions such as Capwiz, Facebook, blogs, and Survey Monkey to conduct email marketing, online advocacy, and event management. Before joining Children’s, Maria worked in the same capacity at the Boston Bar Association.
Lindsay Snyder is the director of external relations and development of Massachusetts Service Alliance (MSA), a private non-profit organization that serves as the state commission on community service and volunteerism. Ms. Snyder is responsible for strengthening and promoting MSA’s brand and mission through communications activities, legislative advocacy and fundraising campaigns. Prior to MSA, Ms. Snyder was the manager of development and special events for Tenacity, a development program for at-risk Boston youth. She also worked at the Crittenton Women’s Union as the advocacy coordinator where she advocated for public policy initiatives supporting the economic self-sufficiency of low-income women and families across the Commonwealth. Ms. Snyder has a bachelor of arts from Brandeis University and a master’s in public administration from Suffolk University.
New Strategies for Crafting Board Participation to Build Engagement and Retention
A terrific candidate said recently, “I’ll only join the Board if meetings are superb. I don’t want another non-learning, time-wasting report fest.” A reasonable request and an indication of the skepticism our meetings have created. This workshop will teach you how to reform your practices to make them want to come, learn and do. Top Board talent is in short supply. Superb organization of members’ time and effort is essential to getting and keeping them. Studies show that meetings and “administrivia” kill a trustee’s interest, and strategy and problem-solving enhance their commitment. Trusteeship must change: work faster, think bigger, use technology, be easier on staff. Participants will take away a digest of time-savers, engaging topics, radically different agenda shapes, and incentives to get the work done.
Dave Welbourn became president and CEO of the Essex County Community Foundation in 2008, developing resources for the 2500 nonprofits that serve the 750,000 people in the County’s 34 towns and cities. Dave’s career has been devoted to institutional advancement in higher education and medicine, focused on strategic planning, leadership development, and funding. For the previous twelve years as SeniorVice President at the Lahey Clinic, Dave led its initiative for philanthropic investment of $180 million in advancements in quality of care and expansion of facilities. He served previously in senior leadership at Bates, Tufts, and the University of Vermont, and has raised half a billion dollars for buildings, endowments and programs in several record-breaking international campaigns. Dave has a Bachelor’s in economics from Bates and a Master’s in English from UVM. He’s a frequent speaker, teacher, and consultant in the non-profit world nationally.
A Practical Approach to Financial Risk Management
This workshop will provide a practical approach to assessing organizational risk and assessing controls to mitigate those risks. This intellectually stimulating presentation will get you to think about the right internal controls for your organization, the risks you need to consider, and the need to balance proper internal controls with limited resources. This workshop will look at key internal controls that are practical in all organizations and identify areas of greatest risk, while reviewing the elements of a risk assessment plan. This workshop will give the participant information on how to review their internal controls for effectiveness and efficiencies given the current economic conditions.
Robin D. Kelley, CPA, CITP, CSPM, Vice President, joined AAF in 1980 and is a shareholder of the firm. She has a Bachelor of Science degree in Accounting with Honors from Bentley College and an AICPA Certificate of Achievement in Government Accounting and Auditing. As AAF Vice President, Robin is an acknowledged specialist in nonprofit audit and accounting services with expertise in auditing in accordance with Go
vernment Auditing Standards and Office of Management and Budget (OMB) Circular A-133. She is a specialist on nonprofit organizations and Federal and state funding reporting requirements. She serves clients in a variety of industries, including nonprofit, retail, service, and professional organizations, where she consults on financial, accounting, and profit enhancement matters. She works with clients to establish strategic performance systems. In addition, Robin presents training courses for fiscal directors of businesses and other CPA’s on behalf of the MSCPA, the Commonwealth of Massachusetts, the United Way of Massachusetts Bay, and many other membership associations. Robin is a past Chair of the Multi-year Audit Task Force and a past member of the Stewardship Committee of the United Way of Massachusetts Bay. Active within the community, Robin is the Treasurer and Board Member of the ESC of New England, a nonprofit capacity-building provider.
John R. Buckley, CPA, Vice President, is a partner with fifteen years of experience in public accounting at AAF. He has extensive experience with the audits of various types of organizations including associations, educational institutions, and other community based agencies. John specializes in working with nonprofit organizations that are subject to Federal, state, and other regulatory requirements. Focusing on the future, John chairs AAF’s Training Committee, which is responsible for overseeing the firm’s staff development program. A graduate of Worcester State College, John was honored by his alma mater as the Outstanding Young Alumnus of 2011. In 2010, he was honorably selected as a Worcester Business Journal 40 under Forty winner. Actively involved in many organizations, John is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA). Additionally, he serves on the Business Administration and Economics Department’s Advisory Council of Worcester State College.
Bringing Down the House: Reaching New Donors through House Parties
House parties are an excellent way for organizations to boost their individual giving and expand their network of supporters while providing an opportunity for key constituents to form a deeper level of engagement. House parties have the potential for significant returns by introducing the organization to a new circle of potential supporters who are choosing to learn more, in an environment that encourages engagement and giving. And, perhaps most importantly, house parties do not require substantial effort from the staff to be successful. To the contrary, they present an opportunity for a current supporter to deepen their relationship with the organization by leading the planning and hosting and will result in an increased network of contacts that can be cultivated into long-term, sustainable, supporters. In this workshop, participants will be presented with several models for successful parties, learn the potential pitfalls, and brainstorm an event plan for their own organization. Participants will leave with the knowledge and materials necessary to organize and host fundraising house parties that are tailored to the work and character of their organizations.
Nikki Stewart is Director of Development for ZUMIX and manages the ZUMIX development team, with a focus on events and individual giving. Nikki has worked with several nonprofit organizations in the Boston area in development and legal services capacities. She holds a BS in Communications Studies with a concentration in rhetoric and public speech from Northeastern University and is a graduate of Northeastern University School of Law.
Madeleine Steczynski is Co-Founder and Executive Director of ZUMIZ. Madeleine founded ZUMIX in 1991 in response to the worst year of violence in the City of Boston’s history and has grown ZUMIX from a kitchen table project into a vital East Boston community institution. Madeleine spearheaded a development team in the acquisition and full renovation of an historic firehouse as a new home for ZUMIX and in 2010 she successfully completed a $4.6 million dollar capital campaign. In 2011, Madeleine started a 3-year learning journey through a prestigious Barr Fellowship.
Strategies for Reversing and Preventing Employee Burnout
With both decreased access to resources and increased demand for services, nonprofit employee burnout is a serious risk facing many organizations. Given fewer resources and higher expectations to solve “truly monumental problems,” individuals in the nonprofit sector can be especially susceptible. This workshop will review organizational conditions which can lead to burnout, as well as characteristics to watch out for among your employees. The workshop will provide information about the dimensions of burnout in the nonprofit sector: why and how it occurs among employees and how it may be exhibited or perceived. The workshop will also provide suggested management and coaching strategies to prevent burnout. Specific topics include: why and how burnout can occur among nonprofit staff; identifying symptoms of burnout and assessing staff engagement; establishing practices for staff recognition and retention; and implementing open systems of organizational feedback and communication. Through a combination of tools and strategies, you will learn to prevent and reverse burnout by creating a positive and rewarding organizational culture.
Sue Ogle is a Consultant for ESC of New England, a nonprofit capacity-building provider, and has worked with a number of nonprofits in the areas of organizational development, strategic planning, and team building. She has served as a lead facilitator for ESC Team Building, Constructive Feedback, and Trainer Programs. Sue has 30 years of training and consulting experience which includes: founder in 1992 of OGLE Training and Consulting, Assistant Director for Career Placement at Yale School of Management, and Managing Partner of Career/Life Alternatives. In addition, she was Regional Director for the Northeast Region of the American Society for Training and Development as well as ASTD President of the Southern CT Chapter.
How to Turn Leadership Transitions from Crisis to Opportunity
Leadership transitions affect an organization’s fundraising ability, open the organization to community concern about its future, and most importantly, often derail an organization’s movement toward mission achievement. This workshop will provide a road map to effective leadership transition. Participants will learn the process of selecting the “right” leader for their particular organization by focusing on the organization’s mission as expressed through the strategic plan. They will learn to create a transition management plan that keeps the board and staff integrated in their efforts toward the mission and will develop systems for supporting the introduction, orientation and support of Senior Leadership. Finally they will develop plans for maintaining healthy leadership communication and ongoing transition plans for the organization.
Susan Egmont, Principal, Egmont Associates, has thirty years of business experience, with thirteen of those years consulting in executive search to non-profit organizations with a range of missions in New England, nationally and internationally. She brings a deep understanding of the challenges organiz
ations face during executive transition. Susan is active in local and national nonprofit networks and the development of the nonprofit sector. She holds an MBA from Emory University. Susan is one of the founders of Massachusetts Nonprofit Network. She is co-author with Barry Dym and Laura Watkins of Managing Leadership Transition in Nonprofits: Passing the Torch to Sustain Organizational Excellence.
Laura Watkins is a principal of Dovetail Associates, a consulting firm that provides integrated services to nonprofit organizations in strategic planning, organizational development, senior leadership transition and executive coaching. Laura’s passion is to assist the nonprofit sector in supporting a healthy democracy. Laura received her Doctor of Philosophy in Organizational Development from the Union Institute. She has served as the CEO of four nonprofit organizations across the country. Ms. Watkins has given innumerable seminars and taught Nonprofit courses at Suffolk University and Northeastern University.
The ABCs of Sustainable Time Management
When change is a fact of life, we need to have solid time management skills at the ready. Resources – time, energy, people power – are not unlimited, so we need to be clear on what to do and what NOT to do, what’s important and what’s less important, which efforts give the best results, and which give less-than-best results. Do time management tips feel like just more items on your To-Do List? Find a different, sustainable way that addresses the fundamental issues at the core of the trouble. You’ll learn the ABCs of Sustainable Time Management – cultivate Attention that’s flexible or focused as needed; establish Boundaries that both protect you and connect you to others; and make Choices in tune with your truest values. Group and solo experiences in this time management lab give participants hands-on practice in dealing with distractions, priorities, procrastination, being overwhelmed, reminders, and more. Participants will get more than symptomatic relief from time management distress they will gain the sense of satisfaction, sovereignty, and service that comes from managing time sustainably.
Pam Kristan offers seminars and consultations in time and staff management. She was called on as an expert to moderate speak-outs for National Take Back Your Time Day. Her seminars, retreats, and consultations have helped organizations, individuals, and businesses find practical, creative strategies to operate more effectively and easily every day. She is author of Awakening In Time: Practical Time Management for Those on a Spiritual Path, and The Spirit of Getting Organized: 12 Skills to Find Meaning and Power in Your Stuff.
Get to the Point! Crafting a Winning Grant Proposal
We live in a society with limited attention spans. Grant proposal reviewers and prospective donors are no different. It is important to craft narratives, case statements, and website copy that grabs their attention yet allows them to find key information easily without searching through large blocks of text.
Learn advanced techniques to prepare documents that are easy to read, understand, and get to the point quickly. These include the correct and incorrect use of visual aids, effective use of language, bullet points, and other tricks-of-the-trade. The presenters will also review techniques to create meaningful narratives as well as methods to write lean and tight. This is a fun, dynamic workshop that combines lecture, discussion, and hands-on exercises.
Diane Gedeon-Martin is a nationally recognized grants consultant, instructor, and lecturer in the area of grantseeking and development writing. Since 1993, she has worked with over 225 nonprofit organizations in 25 states and Washington, DC to help them achieve their goals through grant proposals she prepares. She is an adjunct faculty member of The Fund Raising School at the Center on Philanthropy at Indiana University and teaches for the Connecticut Association of Nonprofits, the Annie E. Casey Foundation, and several other regional associations. Diane is a sought-after speaker about the grantseeking process and speaks at venues across the country.
Use Social, Connect Local
This workshop will help participants assess which social media platforms have the most value for their local community work, and identify strategies and social media tools to hone in on the local stakeholders of greatest importance to their organization. Participants in the workshop will explore the potential of various social media platforms for advancing their community building goals, general approaches for combining online and offline relationship building that apply across platforms, and specific tools and tips they can use. The presenters will touch upon the major platforms including Facebook, Foursquare and Google+, but will focus in greatest detail on Twitter and how its open and simple design allows for local connections. The approaches discussed in the workshop can be applied to engaging with current and potential program participants, volunteers, donors and other stakeholders. Participants will identify at least 3 new ways they will use social media to engage with their community after the conference.
David Crowley, President & Founder of Social Capital Inc. (SCI), brings over twenty years of leadership in the nonprofit sector. He founded Woburn-based SCI, a national leader in civic engagement, which has grown to serve 11 Massachusetts communities and reaches 50,000 individuals annually. SCI has been recognized for combining technology and community building in Massachusetts High Tech and through presentations at Google and the Digital Government Summit. David has over 3,700 Twitter followers and 700 LinkedIn contacts. He was chosen as a Social Innovator in 2003. David graduated from Harvard College in 1991.
Understanding & Addressing the Impact of Race on Designing our Work
This workshop will introduce structural racism and explore how it relates to an organization’s purpose and the issues it addresses. It will also explore how structural racism analysis can inform program/initiative planning and design to more effectively serve and impact the lives of your organization’s clients for the better. Many nonprofits were formed in response to some manifestation of structural racism (e.g., barriers to college access for students of color who were not well-served by the K-12 education system) and many others are explicitly or implicitly addressing the symptoms and causes (e.g., low income housing development in communities of color which have experienced decades of disinvestment). In a country where the percentage of people of color is increasing and their life chances continue to be worse than the population as a whole, understanding the causes of persistent racial inequities and thinking systemically about effective solutions is quickly becoming a national imperative. Effective nonprofits need a deep understanding of the issues they are addressing and the range of strategies that can lead to lasting impact. Understanding structural racism is essential to this exploration.
Cynthia Silva Parker has been a Senior Associate at the Interaction Institute for Social Change since 1998. Cynthia is an advocate for equity and builds the capacity of individuals, organizations, coalitions and networks to work collaboratively for
social justice. She delivers training, consulting, coaching, and facilitation services to foster collaborative social change. She has led workshop development teams for IISC workshops, including Fundamentals of Facilitation for Racial Justice Work. Prior leadership experience includes Project Director, Boston Freedom Summer (Boston Ten Point Coalition’s youth leadership and community development project) and Project Administrator for the Algebra Project (a education reform and organizing group).
Andrea Nagel has been a Senior Associate at the Interaction Institute for Social Change since 2000. She is passionate about addressing inequities and increasing individual and collective capacity to make social change. A native of Chile, Andrea comes to this work with a background in community organizing, leadership development, community planning in local and international contexts. Andrea delivers training, facilitation and consulting services in both Spanish and English at IISC.
Cloudy, Not Gloomy: 5 Keys to Technology Planning Today
This workshop will provide perspective, practical tips, and an analytic framework for successful technology planning, with a focus on contact and donor management systems. Sometimes we feel the pressure that new technologies mean doing more, spreading thinner—for example, traditional contact management AND email management AND social media. Instead, the presenters will emphasize how to go with the flow of new and emerging technologies to consolidate and streamline. We have entered an even newer state of change for designing new websites, adopting a new contact and donor management, and improving tracking of programs and services and other priority systems. This workshop will identify key changes to consider which are 1) cloud when and where you can; 2) budget for more smaller changes quickly, fewer yearlong big projects; 3) share files, be social and collaborate freely; 4) deliver analytical tools, not reports; and 5) openness is a spectrum, not a yes or no. On each, pointers will be presented on what they mean in practice, provide some quick examples, and open up for exchange of experience.
Steve Backman has advised and built systems for nonprofits for over twenty years. Steve started Database Designs with a focus on adapting emerging mainstream technologies to cost-effective and forward-looking use in the social sector. Today, Database Designs helps organizations develop technology strategy, select software, configure and customize complex systems based on Salesforce, Microsoft .Net, Drupal and WordPress. Steve’s own passion is working with organizational teams on assessing software, planning new strategies, and designing next generation solutions for constituency and program management. Steve also has strong community interests, serving as board member and volunteer for social change causes for many years as well as taking part in the nonprofit tech community.
Audit Prep 101 – The Foolproof Remedy for a Clean Audit
The audit process does not need to be nearly as complicated or as painful as many organizations make it. There are simple steps you can take over the course of your fiscal year to ensure that you are prepared when the auditors arrive. In this workshop, the presenters will discuss common mistakes and pitfalls nonprofits make that prolong and complicate the audit process and will provide tips to help you to avoid them. Topics covered in this workshop will include: identifying when to put your audit out to bid, selecting an audit firm, organizing your audit files, and working with your auditors to ensure that your statements demonstrate your financial condition and reflect your organization’s priorities and mission. By following the tried and true process presented at this workshop, organizations can achieve a clean audit with limited disruptions in staff time and more importantly, zero additional costs incurred via consultants or costs overruns with their CPA.
Chris Bertoncini leads the Financial Consulting Practice for Insource Services and is responsible for the overall management of client engagements and providing strategic direction for the practice. Chris interfaces with clients to develop and execute strategic plans, perform financial assessments, establish consistent reporting and financial management processes, and provide financial leadership and coaching. He works closely with Insource’s senior financial consultants across areas such as configuration of GL systems, budget preparation, financial reporting, audit preparation, and board interface. Chris has a Bachelor of Science degree from Stonehill College and an MBA from the University of Southern New Hampshire.
Karen M. Hegarty is the Senior Financial Consultant of Insource Services and has over 17 years of experience in all aspects of financial management in a variety of industries such as publishing, arts & education, housing & social services, and research and market analysis. Prior to joining Insource, Karen held the positions of Controller, Deputy Director and Vice President of Operations with organizations ranging in size from $500K to $55M. Her experience includes establishing and managing all financial functions including A/R, A/P, G/L and payroll, implementing new financial systems and controls, budgeting and forecasting, and managing audits.
No More Breakups : How to Keep Donors from Ending their Relationship with You
These days, donors are more important than ever. In fact, they are the best source of untapped potential for most nonprofits. But how do you keep them? What worked in the past doesn’t cut it anymore. Now, fundraising professionals must shift their thinking from a focus on the organization to a focus on the donor to maintain relationships and giving levels. Donors are savvier and expect more from the charities they support. This workshop will teach the 3 main strategies for deepening relationships and building donor loyalty. Participants will understand how to create relevance for your donors to maintain their interest, how to build relationships on purpose with your donors without feeling slimy or manipulative in the process, and the importance of communication and exactly how and what to say to capture your donors’ attention. Participants will walk away with a clear idea of what to do next and the confidence that you can do it.
Sandy Rees, CFRE is the founder of GetFullyFunded and helps nonprofit leaders raise the money of their dreams and build successful Boards. Sandy is the author of Get Fully Funded: How to Raise the Money of Your Dreams, Fundraising Buffet, and Simple Success Fundraising Plan. She co-authors the column “Little Shop” for Fundraising Success magazine and authors the blog Get Fully Funded. Sandy is an accomplished presenter and an AFP Master Trainer. She’s led fundraising seminars for the Association of Fundraising Professionals, the Chattanooga Center for Nonprofits and many local and regional conferences.
=”text-decoration: underline;”>Modernize Your Annual Campaign: Using Technology and Social Media to Fundraise
In this workshop, participants will learn why it is important to integrate technology and social media into their fundraising campaign. During the presentation, the presenters will review InterfaithFamily.com’s most recent fundraising campaign, which includes a direct mail piece, an online solicitation, and communication via social media. An integrated campaign strategy not only uses traditional fundraising methods, such as direct mail, but also incorporates technology, including social media (Facebook, Twitter, YouTube, Pinterest, etc.) and email. While using online resources to fundraise is not free, it certainly is a more economical way to approach fundraising than, for example, purchasing a direct mail list. We will also look at the most recent statistics from Blackbaud and Network for Good on the importance of integration of technology with traditional direct mail fundraising. Participants will also be able to share best practices and their own experiences.
Joanna Rothman is Director of Development at InterfaithFamily.com. Previously, Joanna was Director of Development at JVS, where she was responsible for board relations, marketing and fundraising. In 2007, she joined the development staff of WGBH as Volunteer and Marketing Manager. During her tenure, Joanna received the PBS Development Award for Innovation and supervised 5,000 volunteers. Currently, Joanna serves on the Board of Directors of the Boston Jewish Film Festival. Joanna received her bachelor’s degree from Brandeis University, her master’s degree from The George Washington University and a certificate in nonprofit management and leadership from Boston University’s School of Management.
The Millennials are Coming, the Millennials are Coming: Will Your Organization Be Ready?
This workshop will focus on the coming generational shift taking place in organizations and corporations. Participants will learn about the unique characteristics of Gen Y and how to recruit and retain qualified staff, while mediating generational differences in the workplace. The needs and desires of individuals representative of this generation will be addressed, putting a positive light on these differences and how they can be seen as assets to social sector organizations rather than threats that need to be minimized.
At the same time that the boomer generation is reaching retirement age, generation Y, seventy million strong, is entering the workforce. Amid predictions of generational clashes and a cultural shift being forced on organizations we must learn to welcome these new professionals, many of whom have experienced the world in a way that past generations have not. Through a combination of lecture, presentation and interactive discussion, participants will gain insights into the millennial generation, their expectations in the workplace and how organizations can successfully incorporate this new workforce.
Irwin Nesoff is Associate Professor and Chairperson of the Department of Leadership and Policy at Wheelock College, where is also the founding director of the graduate programs in Organizational Leadership. Prior to joining Wheelock College in 2008, he was on the faculty of Kean University in New Jersey. He holds a Doctorate in Social Welfare where his research focused on organizational change. Irwin served as an executive in several New York City area nonprofit organizations and in City government. Irwin is a frequent presenter on nonprofit management issues and currently serves as a volunteer consultant for the ESC of New England, a nonprofit capacity-building provider.
Flexible Solutions to Traditional Employee Challenges
Employees at nonprofits work for the intrinsic value of the mission. They often work for below market salaries and they care not only about what they do, but how they do it. Sometimes taking simple humane actions can save you hiring time and create a stronger workforce. In this workshop, learn innovative strategies about how to be flexible in reaching effective, amicable, and smart human resource “business” decisions while remaining in compliance with employment policies and law. The presenters will share their experience and advice in how the landscape of human resource management is changing as employers look for alternative solutions to traditional employment challenges. Learn about policy requirements and options, creative benefit choices, and managing sticky employment situations using real world examples. Learn tips and strategies for mitigating risk around human resource management by balancing policy and procedure with flexibility and a soft touch. In this workshop you will hear some real life examples of employment scenarios handled in non-traditional ways that have resulted in cost savings and employee morale building.
Brian E. Lewis is Counsel for Jackson Lewis LLP and exclusively represents management in all facets of workplace law. Mr. Lewis routinely advises clients regarding day-to-day employment issues, such as employee discipline and discharge, disability management issues, proper payment of wages, reductions in force, and restrictive covenants. Mr. Lewis also has extensive experience representing employers in all types of employment litigation matters, such as claims alleging employment discrimination, wrongful discharge, sexual harassment, and failure to pay wages. Mr. Lewis received his law degree from Boston University School of Law and received a Bachelors of Arts degree from Colgate University.
Saleha Walsh is Director of the Human Resource Consulting Practice for Insource Services and is a seasoned professional with over 20 years experience in human resources and general operational management. Saleha’s expertise is in supporting management in stabilizing operations, creating centralized human resource functions, serving as interim general manager, and being overall troubleshooter for personnel and general HR and operational issues. Saleha holds a Bachelor of Arts degree in English from Merrimack College.
Developing Your Leadership Pipeline
According to a survey of more than 150 nonprofit leadership teams, leadership development and succession planning for senior leader positions is the single greatest organizational weakness nonprofits face. Research corroborates that perception: nonprofit organizations promote from within far less than for-profit enterprises. This news would be cause for concern under any circumstances, but it is particularly troubling given the intensified demand for leaders that many nonprofits are (or soon will be) facing. The most effective succession planning is a proactive and systematic investment in building a pipeline of leaders within an organization, so that when transitions are necessary, leaders at all levels are ready to act. In this workshop, the presenters will provide participants with an understanding of five linked processes that good leadership development and succession planning requires, help them to assess where they are relatively strong or weak, and share action steps to address weaknesses. Partici
pants will also receive a how-to guide describing the steps for successful leadership development.
Samantha Levine joined the Bridgespan Group in 2002 and is a manager in the Boston office. Sam has worked on a wide variety of nonprofit strategy engagements in her time at Bridgespan. Her recent work has focused on Bridgespan’s Group Consulting services, including developing and leading programs that take small groups of nonprofits through planning processes focused to develop business plans, funding strategies, and more.
Julia Tao is a consultant in Bridgespan’s Boston office. Julia manages Bridgespan’s internal knowledge for the leadership and organization practice area, and has worked on strategy engagements for youth serving nonprofit and foundation clients.
Uncommon Meetings – Better Results in Half the Time
Ineffective meetings waste time, accomplish little, reduce commitment, and drive away busy Board members and volunteers. In this fast-paced and highly interactive workshop, participants will learn valuable and immediately applicable techniques to dramatically improve your meetings, including: the only 3 reasons for having a meeting; one simple skill that will guarantee better results in half the time; 3 criteria for selecting the right participants; a surprising technique for doubling participant effectiveness; the one thing you can do to become a better meeting leader starting tomorrow; and how to recognize deadly agendas so you can intervene before the day is lost. Participants will leave this workshop with very specific, concrete techniques that will help you get better results in significantly less time as soon as they return to work. To enhance learning, participants are encouraged to bring real agendas and topics for past and future meetings.
Ann Latham creates clarity. She does it as a consultant for corporate and non-profit clients who want better results in half the time. She does it as a writer, for thousands worldwide, who have discovered that her books, newsletter, articles, and comments in publications such as The New York Times, Forbes, and Inc., pack great value into amazingly few uncommonly clear words. She does this as a speaker for audiences who want clear, pragmatic, immediately applicable ideas. Some recent presentations include: “Uncommon Productivity,” “We Have All These Great Ideas But How Do We Implement Them?” and “How to Give Effective Feedback.” For more information or to sign up for Ann’s newsletter, please visit www.UncommonClarity.com
Comprehensive Agency-Wide Communications Plans: An Emerging Best Practice
An agency may be communicating one message in one setting, and unwittingly or unintentionally communicating a contradictory message in another. In this workshop, nonprofit senior and middle-managers will learn the importance and benefits of a comprehensive agency-wide communications plan. They will learn a more efficient and effective approach avoids multiple, perhaps contradictory messages to different audiences. This will save money on consultants, publications, etc. and minimize the potential for negative exposure. The integration of new social media (e.g., Facebook, Linked-In, Twitter, texting, even agency websites) will be discussed. Participants will have the opportunity to begin to develop an outline of a communications plan for their agency. They will receive three useful tools: a user-friendly outline of the steps to take to develop a plan, a sample of a plan for a mock agency, and a sample chart, for implementing a plan that can be used for tracking and managing all communications, of various types, in which the agency engages with a variety of stake-holders.
Bruce F. Blaisdell, Esq., has more than 35 years of experience as an attorney, a senior manager, and a consultant, in both the public and private sectors. He has served as Executive Director, Interim Executive Director, and Chief Operating Officer in several community-based non-profit organizations. He has also served in senior management positions for the Commonwealth and the City of Boston. As a consultant, he has provided a variety of value-added services to non-profit and government agencies, including advice concerning development of a comprehensive agency-wide Communications Plan (the Workshop topic), interim senior leadership, organizational assessment, strategic planning, and executive coaching.
Connecting with Changing Voices – Meeting the Needs of Multi-lingual and Multi-cultural Audiences
This workshop will provide participants with an understanding of the current “New American” landscape and why communicating in-language will benefit their organization. There is a whole market of potential clientele and donors who don’t speak English. To reach this market, nonprofits can benefit from communicating to the non-English speaking population. Setting up a system to communicate with this emerging market is challenging and requires effort but it is not impossible. This workshop will share a well-organized and researched process to managing your communications to a non-English speaking audience. Learn from the experts: Harbor Health, an organization that has successfully reached this audience and Rapport International, a language services provider working with many community health centers and nonprofits. Participants will walk away with a to-do list on how to get started on communicating with and servicing the non-English speaking populations and recommendations on how to measure success of the programs.
Eleni Kontogli is the Director of Marketing at Harbor Health Services, Inc. She is also the owner of Marketing By Mission Consulting, a marketing and business development boutique- consulting agency to small and medium- size non-profit organizations seeking to achieve a competitive edge in the market place. She has an MBA from Simmons Graduate School of Management and a Master’s Degree in Counseling Psychology from Boston University.
Wendy Pease is the owner of Rapport International, a language services company offering translation and interpretation in 100+ languages. Prior to this, she served in senior management positions in international marketing & business development and she owned a med-legal services company called MacKenzie Connections. She has an MBA from Dartmouth College, and a BA in Foreign Service from Penn State.
Creating Harmony: A Case Study of Shared Space and Resources
Nonprofit organizations face serious challenges: increased demand for services coupled with volatile funding creates uncertainty about how to make ends meet. Yet many organizations continue to pay precious funds for underutilized workspace and redundant office equipment. In learning from Longwood Symphony Orchestra as a local, successful case study, participants will better understand how to develop shared space and resources, build a supportive community, and gain the financial and non-financial benefits that can result. This model of collaboration also highlights strategies that build relationships among organizations while maintaining independence, generating mutual benefits that lead to greater resiliency and program
matic innovation during hard economic times. This workshop will provide participants with specific ideas, lessons and tools for developing collaborative space and resources using this local example of success.
Lisa Barr, MBA, is Executive Director of the Longwood Symphony Orchestra. The Orchestra serves Greater Boston with programs that support healing through music. Jackie Cefola, MBA, MEM, serves as Consultant for Longwood Symphony Orchestra. She provides strategic expertise to help organizations develop shared space and resources. Peter Kramer is a Senior Associate at Nonprofit Finance Fund and manages the Catalyst Fund for Nonprofits, a funder collaborative that supports strategic collaborations and mergers. Together, the presenters will guide the planning, design and implementation of Longwood Symphony Orchestra’s shared office space, a new model for collaboration.
Implementing an Organization-wide Plan for Outcomes Measurement
Metrics, performance measurement, and outcomes are increasingly important in the nonprofit world. A key step in the transition to an outcomes-driven organization is the implementation and ongoing management of an agency-wide database. Choosing a software product for this purpose is only the first step; there are many other considerations and factors that come into play as an organization adopts a new system. This workshop will focus on the concrete steps and challenges organizations can expect to encounter in the process. Using examples, the following areas will be addressed: systems that support outcomes measurement at the program level, resource allocation, timelines, human resource functions (including: job tasks, duties and descriptions), how to decide what to collect and how to collect it, monitoring data quality, data privacy, and approaches to data analysis. This workshop directly focuses on how to utilize technology and data to help organizations a) understand the impact of their programs and services on their constituents, b) better address the requirements of funders, c) inform their programs and services. Participants should leave the workshop with a good idea of the challenges and the payoffs of adopting a high quality data management system for their organizations.
Jennifer Taub, Ph.D., is the Director of Evaluation and Learning Systems at Project Hope in Roxbury, a non-profit serving homeless families. Until recently, she was the Director of Learning and Evaluation at Boston Chinatown Neighborhood Center (BCNC) and many of the lessons learned in this workshop are from her four years creating and implementing BCNC’s outcomes measurement system. She has over 15 years of experience in program evaluation in human services, including work in schools, health care, and community programming with low income and immigrant populations. Dr. Taub has worked in academia and in community settings, and is interested in bringing evidence-based practices into “the real world”.
What Everyone Seeking State Funding Needs to Know
Why do we have such constrained finances that limit the ability of the state legislature to provide more funding for the program that we offer? The workshop will provide participants with the basic budget and tax information they need to talk with their state legislators about their program funding needs. It will provide invaluable background about historical policy choices on state revenue and spending through the state budget and how those choices impact available funding in the state budget. By giving a strong understanding of state budget dynamics, the workshop will provide participants with the ability to participate actively in state discussions on budget and revenue issues and to think about and plan their future work. Topics include a discussion of the overall distribution of resources to particular budget areas and how that spending has changed over time, an explanation of how previous policy choices have shaped the current fiscal crisis, and a look at the current budget and tax policy choices that the state is facing and their potential effect on low-income people and the organizations that serve them.
Noah Berger is President of the Massachusetts Budget and Policy Center, an independent research organization that provides timely, trusted and accessible analysis of how state tax, budget and economic policy effect low and moderate income people in Massachusetts. Prior to joining MassBudget, Noah served as Counsel and Policy Director for the Massachusetts Senate Committee on Ways and Means from 1993 to 1996 and as Policy Director for Senate President Tom Birmingham from 1996 to 2002. Noah writes and speaks on state tax, budget, and economic policies, and is frequently quoted in news stories on those topics. Noah graduated from Harvard College and has a JD from Harvard Law School.
Who’s Wearing Which Hat? Clarifying Board and Staff Roles
This workshop is designed to help Executive Directors and their Boards understand their respective roles and responsibilities within the nonprofit organization they serve. Trustees of nonprofit charitable organizations have a fiduciary duty of due care to the organization and oversight responsibility in three primary areas: strategic planning, financial oversight, and management of the employment relationship with the CEO and other senior management staff. Within this structure, the Board’s focus is on policy development and the long-term success of the organization; authority to carry out day-to-day operations is typically delegated to the Executive Director (sometimes called the President or CEO) and senior management staff. Clarity about roles and legal responsibilities helps Board members understand their governance obligations and how best to support the Board’s day-to-day working relationship with management. Organizations with clarity in this area find they operate more efficiently and can minimize costly duplication of effort and gridlock.
Elizabeth Reinhardt has worked with nonprofit corporations, charitable trusts, and religious organizations as a lawyer, regulator, advocate, consultant, educator and board member. A graduate of the Northeastern University School of Law and former AAG in the Division of Public Charities, she maintains a private practice in Boxborough focused on serving the legal needs of nonprofit organizations. Practice areas include regulatory, corporate, contract, employment, and litigation matters. She offers nonprofit clients ‘out sourced’ in-house counsel services and consults in areas including the roles and responsibilities of board members, governance best practices, conflict of interest avoidance, executive compensation, fundraising and regulatory compliance.
Keep Your Donors: Build a More Effective and Efficient Individual Giving Program by Increasing Donor Loyalty
It costs up to ten times more to find new supporters than it does to keep current donors. In this new economy, fundraising programs should be more focused on increasing donor retention and donor conversion. How much money are you losing by investing in donor acquisition only to have those same supporters give once or twice, but never again? You may not even realize how many donors slip away after their first gift, and how much revenue is lost as a result — not simply in lost contributions but in organizational time and money spent getting those new supporters in the door in the first place! The most effective, efficient, economical individual giving programs understand the lifetime value of their supp
orters, and have a laser focus on increasing donor retention and donor conversion. This workshop is focused on teaching nonprofit fundraisers how to use their resources more wisely – by developing a plan to increase donor loyalty. The workshop will provide participants with the strategies they need to build a more efficient and effective individual giving program.
Tina Cincotti, Founder of Funding Change, is a fundraising expert with a passion for social change who gives nonprofits the skills and confidence they need to raise more money. She specializes in building individual donor programs, improving donor retention, and motivating boards to be more engaged in fundraising. Tina serves on the Board of Directors of Women in Development. She is also a member of AFP, MNN, the Nonprofit Consultants Network, and maintains a consulting affiliation with Third Sector New England.
Decentralizing Decision-Making: How to Make Your Nonprofit Staff Part of the Solution
In this workshop, a team management model will be shared that empowers staff to become more engaged and confident in their ability to solve problems, to approach tasks from new perspectives, and to learn new professional skills. Learn how team management can maximize organizational productivity by helping staff members from various departments come together to develop strategies for increasing institutional capacity, while discovering untapped talents and skills in the process. This team leadership model complements the traditional management structure. Teams are comprised of representatives from each department and assigned goals for defined periods of time. Team leaders guide their respective teams to annual organizational goals and are empowered to make operational and policy recommendations to the Executive Director. In this workshop, participants will learn tools and tactics for engaging staff in a decentralized decision-making model which when implemented will build nonprofit capacity in many ways.
Veronique Le Melle serves as the Executive Director of the Boston Center for the Arts (BCA). Prior to joining the BCA, Veronique Le Melle was the Executive Director of the Louisiana Division of the Arts, where she restructured Louisiana’s Grants Program and was instrumental in creating Louisiana’s first private cultural foundation, the Louisiana Cultural Economy Foundation. Previous positions include: Director of Culture and Tourism in the Office of Queens Borough President; Executive Director of the Jamaica Center for Arts & Learning; Administrative Director of Children’s Art Carnival; Executive Director of Red Hook Arts; and Program Associate at the New York State Council on the Arts. Previous Board service include: Arts & Business Council; ArtTable; Grantmakers in the Arts.
Increasing Your Effectiveness as a Nonprofit Leader: What’s Holding You Back from Being Great?
A rapidly changing and increasingly complex nonprofit operating environment makes it harder than ever to be a nonprofit leader today. As nonprofit leaders struggle to help their organizations thrive – or even achieve sustainability – in the current climate, nonprofits are more dependent than ever on strong (i.e. self-aware, authentic, relationship driven, and results oriented) leadership at the top. Although it’s counterintuitive for many nonprofit leaders to focus on themselves, doing work on your own personal capacity to lead is the key to greater organizational results and personal satisfaction. This workshop will focus on the creative competencies that help nonprofit leaders achieve greatness and the reactive tendencies that can sabotage even the most well-meaning leader’s efforts. Participants will learn how assumptions and self-talk drive our creative leadership or hold us in reactive mode and what can begin today to start breaking habits of thought that do not serve your quest for leadership greatness.
Marie Peeler, Principal of Peeler Associates, helps leaders find engagement, clarify objectives, improve interpersonal effectiveness, and attain their goals. With 20 years senior management experience, Marie helps nonprofit leaders and teams increase their leadership effectiveness through executive coaching, team development, custom workshops, business retreats, and meeting and keynote presentations. Marie has a Master’s degree in Organizational Learning & Development, is an ICF credentialed Professional Certified Coach, and is a member of the Nonprofit Consultants Network.
Building a Bridge Between Program and Development
As nonprofits grow and staff becomes more specialized in both programmatic and development functions, there can be increased challenges in these two departments to work together with demands that, at times, seem competing. This workshop offers innovative ideas and a forum for participants to share best practices in building a harmonious and mutually productive relationship between program staff and development staff. This workshop will provide participants with creative and concrete solutions and tools that will help program and development functions of their organizations work together more seamlessly for better outcomes. Workshop participants will also be encouraged to present challenges their organizations are working through, brainstorm solutions, and share tactics that have worked in their organization.
Mark Green, Deputy Director of Jumpstart Massachusetts, has 19 years experience in nonprofit management and development, and has been with Jumpstart for 4 years. During his time with Jumpstart, Mark has been instrumental in increasing donations by more than 15%.
Beth Bauer, Program Director at Jumpstart Massachusetts, has been with Jumpstart for nearly ten years. She started at Jumpstart serving as a volunteer and now oversees Jumpstart’s program in partnerships with Boston College, Boston University, and Emerson College.
Amy Schroeder is a Development Manager at Jumpstart Massachusetts. She manages fundraising events and cultivates Jumpstart Northeast Region’s relationships with corporations and individuals. Amy’s background is in event planning.
Sarah Baldiga, Development Manager at Jumpstart Massachusetts, oversees donor communications and foundation relations in Jumpstart’s Northeast Region. She has experience in development and other functions at several Massachusetts nonprofits.
Event Socialization: Using Social Media Before, During and After Your Event to Increase Community Engagement
Many nonprofit organizations are delving into social media platforms to engage, communicate, appeal to, and educate their target audiences. Once in social media, they are no doubt promoting their events, fundraisers, conferences and other campaigns there. How many grow that social engagement prior to the event and beyond? This workshop will help organizations understand the importance of event socialization, begin to create a plan to implement a social campaign through numerous social media platforms, and measure the effectiveness of these campaigns via analytics, attendance, surveys and measured objectives. This presentation will also include: examples of organizations who have successfully embarked on campaigns such as this; moderately advanced information on using Twitter, Facebook, Tumblr, Instagram, Foursquare, Flickr, LinkedIn and others for event socialization; advice on devising a plan for social media success before, during and after your event; tips for integrating measurement in your campaign strategy, including adequate goal setting; and best practices for tracking outcomes via analytics, follow up, social m
edia measurement, attendance and participation.
Christine Turnier is a marketing and social media expert with over ten years of experience helping generate awareness for products and brands, launch new initiatives, and reach customers. Christine develops strategies to increase awareness, and has led social media initiatives across numerous platforms including Facebook, Twitter, Ning, and LinkedIn. She has worked with Harvard Business Review and Wellesley College Alumnae Association, among others, to articulate and communicate their brand value proposition through online media. Christine has a Masters degree in Integrated Marketing, and is a guest speaker on social media strategy and implementation. Christine has taught brand management and marketing at Emerson College, and social media and online marketing at mediabistro.
Jessica Krywosa has been a leader in electronic outreach strategies for non-profits for over ten years. Beyond social media expertise, she works often in marketing strategy and measurement for campaigns via email, social media and web traffic. Jess has worked with the Massachusetts Department of Education, Pathways to College Network, College Goal Sunday and New England Educational Opportunity Association among others. Jess also has a Masters degree in Integrated Marketing and is an invited speaker at national conferences and webinars on the topic of social media, marketing, analytics and college access for underserved student populations.
How to Create a Strong Brand for Your Nonprofit
Given the struggling economy and the competition for donor and supporter attention, it’s critical that nonprofits build a strong brand to stand out in the crowd and build loyalty. Your brand is the sum total of what people think and feel when they hear your name, see your logo, or come into contact with your organization. Having a strong brand–a brand that people recognize and respond positively to–helps you stand out among similar organizations, build your authority and credibility, and deepen your connections with your donors and supporters. Every organization should create a “brand blueprint” that summarizes its target audiences, what it offers, how it is distinct from its peers, and how it wants to be seen. With the blueprint in hand, the nonprofit can then take advantage of free or inexpensive online survey tools–as well as focus groups, interviews, and creative exercises–to find out how it is viewed by current donors and supporters. This workshop will walk participants through the process of creating a brand blueprint, constructing a stakeholder survey that asks the right question using appropriate language, and drafting a branding and messaging strategy.
Myrna Greenfield is the founder and principal of Good Egg Marketing, a marketing company that provides effective, affordable marketing campaigns. Good Egg specializes in promoting good food, good businesses and good causes. Greenfield is the former director of Communications and Campaigns at Oxfam America and served at many other non-profits, including the Unitarian Universalist Service Committee, Fenway Community Health, and the Child Care Resource Center. She was also employee #1 at Equal Exchange, a Fair Trade coffee company. Greenfield blogs at www.pescovegtimes.com. She holds an MBA from Simmons School of Management.
Making Strategic Planning Work
Many organizations undertake strategic planning, yet frequently these plans end up on shelves or in dusty binders, often associated with unreachable aspirations that lack grounding in data and input from key stakeholders. A well-constructed strategic plan, however, serves as both a guiding beacon for the organization to realize its mission and an invaluable resource to help steer through difficult strategic, operational, organizational and financial choices – choices that nonprofit leaders make each day regardless of the size of their organization.
This workshop lays out key elements that make strategic planning really work. The process starts with articulating strategic questions facing the organization, and flows to determining an efficient way to gather the right data to answer these questions. Plans are then built out, including goals, objectives, and metrics. When done well, strategic plans identify resource requirements – both human and financial – to make each objective happen, build in prioritization, and provide flexibility, equipping the nonprofit leader with a vital navigation tool that works.
Christopher Keevil, founder and Managing Partner of Wellspring Consulting, brings over 25 years of management consulting experience. During the past 10 years he has worked exclusively on strategy for social impact organizations across a variety of sectors, including arts and culture, education, environment, human services, philanthropy and youth development. Before founding Wellspring, Chris was at The Boston Consulting Group for 12 years, where he was a partner focusing on strategy for a wide array of corporations. Prior to BCG, he spent three years at Harbridge House, a consulting firm providing executive development and training. Chris draws upon a diverse background over a varied career, including being a general manager of a ballet company, a builder of solar-homes, a performing musician and a teacher of Zen.
Streamlining Nonprofit Organizations: It’s All About the Cloud
You may have heard people talk about the latest advance in technology: “the cloud.” In this workshop, participants will learn what cloud computing is, how it’s changing our work, and how nonprofit organizations can take advantage of cloud-based services (e.g. Salesforce, Google Docs, Dropbox) to enhance their operations in all parts of their organizations to become more efficient with their limited resources and time. Participants will see real-life case studies of nonprofit organizations that are using these tools every day. We will offer a survey of cloud-based tools that organizations can use within their own organizations in the areas of cross-organizational management, program management, human resources, marketing and fundraising. At the end of the workshop, participants will leave with a list of tools and resources for further exploration, and with strategies about how to incorporate these tools into their day-to-day work.
Debra Askanase is founder of the social media strategy firm communityorganizer20.com. Debra blogs there about social media, nonprofits, and community organizing. A frequent conference speaker, Debra can be found chatting on twitter as @askdebra. Debra has worked with nonprofits for 20 years as organizer, program director, executive director and fundraiser.
Marc Baizman is the owner of My Computer Guy Nonprofit Technology Consulting, www.mcgtraining.com, which helps nonprofits use cloud technology to achieve their missions. Marc has been involved with nonprofits and technology for over 10 years. He founded Boston’s Nonprofit Salesforce User Group and was the Technology Director for Root Cause. Marc brings a passion for connecting organizations with technology in a positive way.
A Conversation with Funders
The relationship between funding providers and funding recipients is based on common goals. The interplay of the request for funds and the response is a complicated dance, and this conversation is to help funders and fundees better communicate and work more effectively toward those common goals. Do our relationships further our common goals? Do
they adequately respond to changing needs and new opportunities? What works best? Are we asking the appropriate questions of each other? Where’s the balance point between new ideas and established programs, between too much and too little in a proposal, or between onerous evaluation and measures that help cause progress? Charitable life in Massachusetts is changing for foundations, companies, people, and the nonprofits they support. Let’s have a good discussion about how the funding process is working these days and how we can make it even more successful.
Jennifer Lee is the Grantmaking Program Manager at Blue Cross Blue Shield of Massachusetts Foundation. She previously worked at Health Care For All as their Outreach and Enrollment Manager, where she oversaw initiatives that educated consumers about health care reform and enrolled individuals into health coverage programs. Prior to this position, she served as Children’s Health Initiatives Team Lead and Program Associate in the Children’s Division, where she coordinated the Covering Kids and Families Initiative. She also previously served as an AmeriCorps volunteer for the Massachusetts Promise Fellowship program at Northeastern University, and as Chair of the Board of Directors for the Massachusetts Association of Community Health Workers. Jennifer served as Co-Chair of Asian Americans/Pacific Islanders in Philanthropy, and is currently a member of the Board of Directors for Associated Grant Makers. She holds a Masters in Public Health from Tufts University and a Bachelor of Science from Boston College.
Kevin J. Sullivan is a partner in the Private Equity practice of Weil, Gotshal & Manges LLP. Mr. Sullivan joined the firm in 2002 and has a diverse transactional and corporate counseling practice with emphasis on leveraged buyouts, mergers & acquisitions, and growth equity investments in the United States and internationally. Mr. Sullivan has served on the Boards of Make-A-Wish Foundation of Massachusetts and Rhode Island, the Ironman Foundation and the Development Committee of City Year, where he has played major roles in development for these organizations. At City Year, he established a breakfast focused on promoting contributions from the private equity investment community in Boston. Mr. Sullivan has also been actively involved in a number of fundraising activities for his undergraduate alma mater, Boston College, and a number of smaller local nonprofits.
Joel B. Swets is a graduate of Colby College with a J.D. from Suffolk University Law School and a master’s degree in taxation from Boston University School of Law. Following a federal court clerkship in Washington, D.C., he practiced law in Boston for 18 years and taught estate planning at Suffolk University Law School part time as an adjunct instructor for four of those years. He joined Cummings Foundation, Inc. in Woburn, Massachusetts, as its executive director in 2006.