2013 Workshops

Aligning Tools and Talent to Measure Outcomes

This session will provide a case example of how a small organization has developed and rolled out a new set of integrated outcomes measurement tools, using technology to increase the consistency and efficiency of data, processes, and analyses, and most importantly, to drive  mission achievement.  It will detail the process of choosing relevant technologies based on factors including cost, ease of implementation and maintenance, and information security needs; developing measurement tools and translating them to the chosen technologies to enable effective reporting and analysis; and translating the tools to a process that staff across the country could use consistently and efficiently.  The session will identify key principles that can be applied to nearly any project in which technology provides an opportunity to improve processes; these same principles have guided processes that enable more effective and efficient recruiting, onboarding, and fundraising.  By the end of the session, participants will have identified opportunities for applying these principles within their own work, for processes including outcomes measurement that directly support mission achievement.

Jenn Bender serves as Managing Director for New Sector Alliance, a nonprofit that provides capacity building for nonprofits and professional development for emerging leaders, where she has led operational effectiveness initiatives. Before joining New Sector, Jenn served in organizational and program management roles at youth development and human services organizations. Jenn holds a BA in Psychology and Math from Cornell University, an Ed.M. from Harvard’s Graduate School of Education, and an MBA from Babson College. She currently serves on the Board of Directors of the American Camp Association and the Seven Generations Board of City Year Boston.

Jenn Taylor is Chief Operations Officer at 501Partners, LLC, where she brings over 15 years experience aligning technology with mission in nonprofits, local government, higher education, and startups. Prior to joining 501Partners, Jenn founded a consultancy specializing in operational effectiveness for nonprofits and higher education. She holds an MBA in Nonprofit Management from Brandeis University and is an active participant and frequent presenter in local nonprofit technology user groups.

A Real World Introduction to Outcomes Management

This session will introduce a framework for nonprofit outcomes management to improve organizational effectiveness. Participants will learn the basics of outcomes management, how to assess their organization’s implementation of outcomes management practices, and how to use their mission to drive outcomes management. Participants will learn modern database system terminology and concepts, how to assess a program logic model, and how to assess their current database practices. They will learn about modern data systems like Salesforce as tools to track clients, programs, services and outcomes management. Finally, participants will plan possible steps for integrating the session’s lessons into outcomes orientation in their own agencies, including how to advocate for strengthening their outcomes management system.

Ellen Bass has presented over 125 workshop sessions (both stand alone and as part of larger national conferences) on logic models, outcome measurement plans, and performance management, in Boston, MA (1994 to present), Washington DC (annually 2003­2009), Atlanta (2011) and Albany (2010) GA, Memphis TN (2002), Philadelphia PA (2002). In 2011, Ellen facilitated Introduction to Performance Management at the United Way of Mass Bay’s Annual Agency Meeting.

Steve Backman has worked on various strategies and presentations regarding outcomes measurement, including partnering with Management Consulting Services on a multi­agency initiative, large scale planning with the Youth Advocacy Project, and serving as a workshop panelist at the 2012 DeLoitte Day of Service conference on nonprofit program data effectiveness. In addition, Steve has conducted numerous trainings and helped others prepare training on getting started with Salesforce and other modern data management systems, with an emphasis on basic concepts for self-reliance and internally driven adaption and growth. Steve also took part in the research team for Idealware’s new scan of program data collection and assessment.

Crafting Creative Solutions for Changing Needs

Technology makes it incredibly convenient for donors to give anywhere and anytime and enables more meaningful connections with stakeholders that many nonprofits have been unable to do in the past. The opportunities are extraordinary – and daunting! Working more and working harder won’t produce different results. How can you adapt your approaches and harness this power in creative, innovative ways?  In this session, you will explore and apply a variety of creative tools and techniques to see things in new ways and spark innovation, examine some of the technological and organizational forces that are redefining the future of social enterprises, and craft up to 25 ideas on how to solve a host of challenges in an interactive, idea-sparking session.

Mary Schaefer is a strategist, change agent and fundraiser who has served in multiple leadership roles in academia, business, and nonprofit organizations. She is a Principal at Cornerstone Fundraising, which offers more than three decades of development and stewardship experience along with extensive nonprofit management and strategic planning expertise. She guides nonprofit enterprises to make sense of their changing environment, clarify their vision and purpose, and adapt approaches to engage stakeholders, raise money, promote their causes, and advance their social agendas. Previously, Mary was Founding Executive Director of the MIT Leadership Center.

Crafting the Right Messages for Your Organization

We are each exposed to thousands of marketing messages everyday – in print, online, just about everywhere. How can nonprofit organizations carve out a distinctive place in the minds of their stakeholders? This workshop will break down the components of a compelling nonprofit brand, and guide participants in the crafting and delivery of high-impact messages. Participants will learn to assess their audiences’ perceptions, values, needs, and wants to achieve a range of outcomes including increased volunteer engagement, enrollment of new program participants, and stewardship of donors and funders. The workshop will additionally cover a range of essential tools to help nonprofits strengthen their brand identity through text, visuals, and in a range of other media. With increased confidence in designing and sharing messages, participants will be able to significantly expand their networks and bases of support.

Debra Yanofsky is an ESC consultant with extensive experience in the areas of marketing, governance, and fundraising. She has been with the Combined Jewish Philanthropies as Chair of the Elder Services and Teen Planning Committees, served as Co­chair of the Acharai Leadership Development Program, and was the recipient of the CJP 2011 Circle of Excellence Leadership Award. Debra worked as a Marketing Consultant and Marketing Director with Fidelity Investments, Director, Product Marketing with Harvard Community Health Plan, and Brand Manager with The Quaker Oats Company.

Marjorie Bauer is an ESC consultant and former Senior Vice President of Market Research for Fidelity Investments. Her expertise includes strategic planning, brand positioning, and determining key marketplace trends as well as identifying insights into constituent needs, wants and expectations. Marjorie has provided consulting services to a number of nonprofit organizations including Centro Latino, a multi­service center serving the Latino population in and around Chelsea, Operation A.B.L.E. of Greater Boston, an employment service provider for mature workers, and NewTV, the community access television station of Newton.

Diversifying Funding Streams to Create Financial Sustainability

You’ve heard the adage “don’t put all your eggs in one basket”.   Organizations that follow this principle in their fundraising practices build a sustainable fundraising program.  Over the long run, donations are likely to grow and the organization tends to weather the hard times better.  Diversification can be related to a number of characteristics: the type of donor; the amount they give; the giving venue, to name a few. In this interactive session, participants will look at four case studies to understand the types of diversification, how to can analyze current funding streams, and how to set target funding streams and strategies to achieve organizational goals.

Cindy Bergvall is the Director of the accounting firm Bee, Bergvall &Co and a strategic consultant with its affiliate the Catalyst Center for Nonprofit Management. She enjoys pairing the financial analysis skills of the accounting firm with the strategic goals of her clients, to help them increase capacity, communicate clearly, and build sustainability. Cindy is on the Board of CB Cares and a member of the C12 Group. She has served as a grant reader for the Bucks County Women’s Fund and the Philadelphia Cultural Alliance.

Engaging Supporters in a Mobile World

Within the first 15 minutes of waking up, 4 out of 5 smartphone users are checking their phone. If nonprofits want to be relevant in the lives of today’s Americans, you have to be on their phones. This workshop will provide eye-popping statistics on mobile usage and trends, present strategies that nonprofits must employ in order to stay relevant and top-of-mind with today’s smartphone-obsessed consumers, and share powerful tools to help nonprofits easily and affordably communicate with current and future supporters.

Greg McHale is a seasoned executive with 25 years of experience in the technology industry. A decade ago, Greg left corporate America to start a “do good” revolution. In 2002, he founded BiddingForGood, a website that has helped thousands of nonprofits raise over $175 million. Greg then launched Good2gether, connecting nonprofits with millions of consumers via media partnerships with high­traffic websites. In 2012, Greg founded DoGood, a mobile app that gets smartphone owners to engage with their community through volunteering, everyday purchases and social sharing, and enables nonprofits and businesses to reach supporters in a more powerful way.

Fundamentals for Stewardship to Engage Your Donors

The Growing Philanthropy in the US report, published in 2011, established the importance of enhancing the quality of donor relationships as one of its main recommendations. While it’s easy to talk about building and strengthening relationships with our donors, this workshop addresses the nuts and bolts of designing a stewardship program, communications with donors, turning donors into friends (those who care about the organization beyond the money), figuring out your cost of fundraising, etc. It will cover best practices and participants will leave with the beginnings of a program design, whether they’re just setting up a program, strengthening what they already do, or are a one-person office and are feeling that there are too many priorities.

Anne Peyton CPF CFRE has worked in and with not­for­profits for more than 30 years. Her career includes academic and medical librarianship, experiential education at Hurricane Island Outward Bound, organizational development, planning, and major gift ($100,000+), and campaign fund raising ($450,000 to $200+million). At Yellow Brick Road Consulting, Anne works with a variety of social benefit, not­for­profits: conservation and the environment, youth, education, performing arts, cultural organizations, museums, hospitals, health care, social service agencies, professional associations, and more.

How Effective Leaders Use Coaching to Boost Performance

Coaching is one of the fastest growing and most successful methods used today for increasing employee engagement and job performance.  But what exactly is coaching? This workshop will demystify coaching by showing executive directors and other senior nonprofit leaders what coaching is and is not, the characteristics of a good leader-coach, when to use coaching, and the difference between coaching and managing. Most importantly, leaders will learn the skills and techniques necessary to be successful leader-coaches.

Marie Peeler is the Principle of Peeler Associates and 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, 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.

Listen, Seek & Engage: Cultivating Your Network with Social Media

This session is designed to help participants move beyond counting likes and followers to a deeper understanding of social media as a powerful tool for cultivating one’s network. The session will offer concrete methods for strengthening a nonprofit’s network by using social media to LISTEN to key stakeholders, SEEK new contacts and ENGAGE effectively with current contacts. We will cover specific aspects of Twitter, Facebook and LinkedIn that can help with relationship building, as well as effective social media content strategies for network cultivation. Though we will cover some “how to’s” on the topic, this is not intended for those seeking to learn the basics of how to get started on social media.

David Crowley brings over twenty years of leadership in the nonprofit sector. He founded Woburn­based 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 Mass. High Tech and through presentations at Google, the Digital Government Summit, and many other venues. David has nearly 5,000 Twitter followers and over 900 LinkedIn contacts. He was chosen as a Social Innovator in 2003. David graduated from Harvard College in 1991.

Logically Speaking: Using Logic Models for Planning & Evaluation

In this interactive workshop, participants will be introduced to the development and use of logic models for program and organizational planning.  Concrete examples, demonstrating how logic modeling has been implemented in one youth serving agency, will be used to illustrate the concepts being presented.  Logic models are being used by nonprofit organizations, foundations and government as a tool to improve organizational and program effectiveness and as a means to improve planning  and evaluation.  The presenters will demonstrate the use of logic models as a useful and necessity tool that effectively facilitates program panning, implementation and evaluation.

Briana Kneeland is Director of Development at For Kids Only Afterschool (FKO), a nonprofit organization that provides year­round out­of­school time programming in partnership with families, schools and communities North of Boston. In her role at FKO, Ms. Kneeland manages fundraising, Board development, program planning, budgeting, evaluation, and marketing. She has extensive experience in developing and utilizing logic models to guide effective program planning, implementation and evaluation practices. She holds a Master’s Degree in Organizational Leadership from Wheelock College and a Bachelor’s Degree in Marketing from Bentley University.

Irwin Nesoff is Associate Professor and Chair of the Department of Leadership and Policy. Nesoff is an experienced nonprofit administrator, serving as an executive in both nonprofit and government agencies. He has served on numerous nonprofit boards and was the founding President of the National Center for Creative Aging. He was executive director of an organization recognized by the United Way as one of five best­managed social service agencies in New York City. He serves as a volunteer consultant for the Experience Service Collaborative of New England. At Wheelock, he developed the curriculum for the Master’s Degree in Organizational Leadership. Nesoff is a frequent speaker and workshop presenter on management issues affecting nonprofit organizations.

Making the Most of Skilled Volunteers

Traditional funding sources continue to be scarce for nonprofit infrastructure and capacity building.  Organizations are constantly looking for creative ways to find new resources to sustain the organizations and programs that meet the increasing demands of our community’s most pressing needs. At the same time, corporations are starting to rethink their community engagement efforts, looking towards practices that make them more strategic and impactful corporate citizens. Skills-based volunteering (SBV) has emerged as a powerful way to create synergies between the private and public sectors, addressing the challenges both sectors face. In this session, Common Impact will help organizations navigate SBV as a way to enhance their technology, their access to strategic corporate relationships, and their readiness to engage skills-based volunteers.

Danielle Holly serves as the Executive Director at Common Impact and is considered one of the country’s leading experts on skills­based volunteerism (SBV). She shares her experiences designing SBV programs and strategic vision for the future of the sector at leading industry conferences and events such as Points of Light’s National Conference on Volunteering and Service. Danielle has helped numerous corporations and nonprofits navigate the new era in skills­based volunteering, including global powerhouses Fidelity Investments, John Hancock and State Street. Danielle has earned her B.A. at Fordham University in New York City and an MBA from Boston University.

David Noymer joined The Greater Boston Food Bank as Chief Financial Officer in July 2009. In this role, he is responsible for Finance and Accounting, along with Information Technology. Prior to joining The Food Bank, Noymer served as CFO for several different service sector companies over the past 22 years. Noymer also served as a Director for the Boston Chapter of Financial Executives International from 1999 – 2001. He earned a BSBA in Accounting from American University, and an MBA from the University of Massachusetts. Noymer is a CPA in Massachusetts.

Matt Konchak is a Derivatives Business Analyst at State Street Corporation. In this role, he develops applications to manage derivatives data and well as leads and develops staff to ensure project deadlines are achieved. Matt joined State Street in 2006 and has held developer and analyst roles during his tenure. An active volunteer, Matt has participated in several IT skills­based volunteering projects with Common Impact. He has earned a B.S in Economics from Pennsylvania State University’s Smeal College of Business.

Minimizing Board Discord and Maximizing Productivity

 We encourage boards to have lively discussions at meetings—but what if the dialogue becomes unproductive? This workshop will focus on tips and techniques for fostering healthy board interactions. Participants will gain insight into the importance of planning an actionable and engaging board meeting and communicating effectively throughout the meeting. Participants will also learn to identify and manage challenging behaviors, opposing personalities, and conflict scenarios. By focusing on aspects of listening and interpersonal communications, participants will be better positioned to create a collaborative and cohesive board environment and, when necessary, address conflict. Through increased knowledge of specific patterns and behaviors, and through review of some specific tools, attendees will be able to help their boards move toward more positive and productive outcomes.

Lisbeth (Betsy) Kamborian advises nonprofits on board development and engagement, fundraising, and financial planning. She facilitates board retreats and gives presentations on building effective boards and understanding financial statements. She has served on many nonprofit boards and is a current board member of Dress for Success Boston, the South Yarmouth Citizens’ Association, and the New England Beetle Cat Boat Association. Previously, Betsy served as President of Women in Development of Greater Boston, President of the National Child Research Center, President of the South Yarmouth Tennis Club, and as a Trustee of the Dana Hall School.

Sue Ogle has worked with a number of nonprofits in the areas of organizational development, strategic planning, and teambuilding. 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 that include 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.

The Network is Us! Embracing Connectivity to Advance Mission

“Collective impact” and networks have fired the imagination of many in the nonprofit sector as they realize that organizations are not necessarily the sufficient unit of change.  And networks do not only exist outside of or beyond organizations.  Organizations are networks, comprised of smaller networks, and operating within other larger networks, all living systems of connectivity, learning, alignment, and action.  However, many organizations are not set up to maximize network potential.  In a time of rapid change and uncertainty, it behooves more of us to see ourselves as being a part of fluid, open, and adaptive networks.  In this session, participants will experience an interactive overview of network theory, thinking, and tools to advance their work in any domain.  This will include core concepts, stories, roles, and techniques, delivered through a variety of media and conversation.

Curtis Ogden is a senior associate at the Interaction Institute. He has worked as an independent research, evaluation, and training consultant to a number of civic engagement and nonprofit support initiatives, including the Building Movement Project (currently housed at Demos), the Nonprofit Quarterly, and Tisch College of Citizenship and Public Service at Tufts University. Prior to joining IISC, Curtis was the Program and Knowledge Manager of the Building Excellent Schools Fellowship for aspiring urban charter school founders. In addition to his work at IISC, Curtis is an adjunct faculty member at Antioch University and a board member of the New England Grassroots Environment Fund.

Andrea is a Senior Associate at Interaction Institute. Andrea worked as a community organizer, community builder at the Dudley Street Neighborhood Initiative and then as a program advisor at YouthBuild USA. At IISC, Andrea builds the capacity of individuals, teams and networks to collaborate for social justice through training, consulting and facilitation, in both Spanish and English. Andrea holds a Bachelor of Arts degree from Tufts University and a Master in City Planning from the Massachusetts Institute of Technology. Andrea loves the outdoors, dancing, meditation, and any time spent with family and friends.

Mistinguette Smith is a senior associate at the Interaction Institute. Prior to becoming a Senior Associate, Smith was an independent consultant, designing strategy with rural and urban agriculture organizations; facilitating environmental and health care leadership development programs; providing board training for LGBTQ, racial, gender and economic justice groups; and serving as an affiliated trainer and facilitator with IISC. A graduate of Smith College, she holds an MPA in Public and Nonprofit Management from New York University. She is also a poet, essayist, and founder of the narrative­based Black/Land Project.

Sharing and Learning from Digital Storytelling Tools

New digital tools are emerging everyday, making it easier for your nonprofit to tell its story online. From curation to publishing, if you’re looking to share a story, there’s an app, website or tool that can help you do it. The workshop will offer an outline of the principles of good digital storytelling, examples of nonprofit digital storytelling, and review both the popular as well as some of the more unusual-but-useful online storytelling tools. Then the fun starts! In the second half of the workshop, participants will share their storytelling ideas and tools in the style of “speed dating,” and also ask their peers to help them discover a tool which will help them meet their storytelling needs.

Debra Askanase is the founder and Digital Engagement Strategist of Community Organizer 2.0, a social media consulting firm to nonprofit organizations specializing in online strategy and engagement. She has a passion for digital engagement, and creating a better world through online engagement. Prior to opening Community Organizer 2.0, Debra worked at nonprofit organizations in the greater Boston area, originally as a community organizer and later as a program director, and then executive director. Debra holds a B.A. from Emory University and a M.B.A. in International Business from Bar Ilan University.

Six Steps to Creating Your Outcomes Success Stories

Today more than ever, agencies must know how to track and tell outcomes success stories. Knowing how to create those stories is one of the most valuable skills we can acquire. Using your own mission and program goals, this workshop will equip participants to identify and share outcomes success stories using technology solutions. Through presentation and group exercises, workshop participants will learn the process for developing outcomes statements for each of your identified groups; how to define the milestones and goals associated with proving your outcomes statements; best practices for creating performance and progress metrics; how to apply these outcomes management metrics to the measurable elements in your agency’s technology solution; and unique ways to use your outcomes data reports to tell your outcomes success stories.

Seychelle Martinez is a graduate of San Jose State University with a degree in Sociology/Criminology. She has extensive experience in project management, gained as a technology consultant for WeTEC. Seychelle has also held intern positions with Enriching the Lives of Children with Autism, Community Homeless Alliance Ministry, Homeless Connect, Student Homeless Alliance and Students Advocating Global Engagement, and has served as Secretary for the Gulf Coast Civic Works Project. Seychelle has been with CTK for over 5 years providing implementation and customer support for CTK products. She is currently the Director of Software Implementations for Apricot Customer Care.

Shelly Johnson is a graduate of the University of Texas at Austin with a BBA in Marketing. Through positions in the Texas State Senate and Connect 2 the Kingdom (C2K) in Dallas, TX, she has significant experience working with nonprofits and government agencies. In her multiple years with CTK, she has guided over 125 organizations through the process of integrating their data and implementing Apricot. Additionally, she has led in­person and remote trainings for CTK’s international partner companies. Shelly continues to support these and all customers through on­going usage and support programs, daily training webinars, and one­on­one consultations.

Smart Technology = Engaged Board Governance

In Massachusetts, boards of charitable nonprofit organizations have governance responsibility in three key areas:  ensuring the organization’s mission is carried out over time; financial accountability; and managing the employer/employee relationship with the organization’s executive leadership.   Executive compensation, conflict of interest avoidance, strategic planning, board meetings, deliberation and action, and financial planning are all areas in which board due diligence must be documented.  Technology  like Dropbox, Survey Monkey, Google Apps and Skype offers tools boards can use to efficiently manage their due diligence obligations – leaving more time for the heart of the work board members are drawn to do.

Liz 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 to serve the legal needs of nonprofits. Practice areas include regulatory, corporate, contract, employment, and litigation matters. She offers nonprofit clients ‘out sourced’ in­house 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.

Succession Planning and Leadership Transition: Crisis or Window of Opportunity

Succession planning is a critical component of nonprofit sustainability. Organizations often have a plan for most contingencies—but often forget to plan for the inevitable change in leadership. Leadership transitions hold opportunities for transformative change, but also for organizational missteps. A core component of succession planning is building leadership throughout the organization, encouraging staff to explore their roles and responsibilities and providing opportunities for growth. This workshop will increase participants’ understanding of the components of succession planning, share techniques for managing succession in ways that strengthen organizational capacity, lay out guidelines for board/staff roles, and provide the keys to successful transitions. Participants will leave the workshop with an actionable list of transition readiness factors and concrete steps to begin succession planning for their organizations.

Hez Norton, Director of Partnership & Leadership Initiatives, previously served as the executive director of Resource Generation, a national nonprofit that engages young adults with financial wealth in social change philanthropy. Prior to Resource Generation, Hez founded and was the executive director of North Carolina Lambda Youth Network. Hez also led the youth involvement program in the North Carolina Governor’s Office and was a program officer for Learn and Serve America with the North Carolina Commission on National and Community Service. Hez brings experience as an interim executive director as well as a consultant to nonprofits in transition.

Nancy Jackson, MSW, is a certified facilitator, bringing 25 years of executive­level nonprofit and government experience to her practice. For 18 years she co­directed New England Network for Child, Youth and Family Services, a nonprofit intermediary organization that works to inspire innovation and advance best practices in work with children and adolescents. In the mid­1990s she was trained and certified in the Technologies of Participation facilitation methodologies developed by the Institute of Cultural Affairs (ICA). Impressed by the simplicity and power of these methods, she launched Gammy Bird Consulting to facilitate planning processes, staff retreats and executive transitions.

When Crisis Threatens – Lessons from the Field

This workshop will focus on using tested and proven human and technological tools, available to everyone, to meet agency life-threatening challenges from funders, media, and lawyers to renew the agency, safeguard funding, reinvigorate staff, and improve governance using lessons from three Massachusetts examples of successful interventions in major social sector organizations threatened with dissolution. Participants will learn to reinvigorate their governance, reinvent funder relations, reenergize staff and refocus on their missions.

Christian Dame is a professional Interim Executive Director. He served as IED of three nonprofit agencies threatened with dissolution: The NE Center for Homeless Veterans, South Shore Housing and Community Development, and Greater Lawrence Community Development Corporation. In each case he strengthened governance, rebuilt funder relations, handled press and legal challenges, and reinvigorated staff leadership to prepare the path for successful permanent leadership. Chris has a Masters in City Planning degree from Harvard Graduate School of Design, has served in local and state government, and has been an independent consultant since 1986. He has been President of Non­Profit Transitions LLC since the firm’s founding in 2004.

Talk to Your Donors: Groundwork for a Major Gift

This session will teach participants how to successfully set up and engage in in-person meetings with funders. They will learn to identify which donors to visit and explore visit techniques that work. The workshop is aimed at board members, executive directors, or any senior staff member who has rarely encountered an in-person conversation with a donor. Participants will leave with a clear understanding of what should be accomplished during a visit with a donor, follow-up and record-keeping plans, and the confidence to engage in successful in-person donor meetings.

Diane Remin, MBA, sees the nonprofit sector through her lens as a board member and consultant. As a board member, Diane has made millions of dollars of successful “asks.” She has been consulting with nonprofits since the 1990’s. Her most recent venture, MajorDonors.com, helps smaller nonprofits boost operating revenues through board­building and major gifts. Diane holds a B.A. from Carnegie­Mellon University, an M.A. Ed. from George Washington University and an M.B.A. from Boston University. She likes to point out that giving is good for your health.

Tools for More Effective Board Meetings

This session will address some common challenges faced by non-profit board meetings.  These challenges include board size (typically 10, 12 or more), an inefficient use of time, difficult decision-making, and an inability to keep all members engaged and committed in the work. There are a number of meeting tools that can help boards to have more effective meetings, and they do not require special training or a facilitator to use. The tools address different aspects of board meetings. Some may seem familiar, but all have a unique role to play in creating a robust structure for your meeting. A more effective structure naturally builds productive discussions, helps the group stay on track and on time, and builds greater commitment to meeting results.

Rick Lent has spent 25 years facilitating meetings around the world in business, non­profit organizations and communities. His innovative use of meeting structure improves the way people talk together and address complicated issues to build commitment to action. He has facilitated effective meetings that bring people together to address strategic planning, organizational change and societal issues. He has helped nonprofit boards redefine strategy, resolve governance issues, and improve teamwork. Rick’s e­book, Meeting for Results Tool Kit: Make Your Meetings Work, was published in 2012. He received a Ph.D. from Syracuse University and continued studies in organizational development.

Utilizing Technology for More Effective Collaboration

This session will showcase the best of breed cloud-based collaboration and video conferencing tools such as Box.com, Google Hangouts/Drive and Fuze, as well as an easy to create and maintain Intranet. These tools are increasingly valuable as more staff work remotely, offsite and in the field.    Participants will gain information that will help their organizations select the best tools for real-time collaboration, offsite data availability and video conferencing.   Discussion points will include:  feature comparisons, ease of use, cost, data security and ideas for effective staff training and buy-in.

Ryan Ecclestone is a For­Profit IT Client Manager at Insource Services. Ryan has spent five years working in the for­profit technology sector, with responsibilities ranging from project management and architecting technology systems to providing IT operations and strategy support to many small businesses in the Greater Boston Area. One of his core competencies is designing scalable solutions across any technology platform. Ryan holds a BS in Computer Information Systems from Bentley University.

Todd Ching is a Senior Nonprofit IT Client Manager for Insource Services, with more than seven years experience working specifically with the nonprofit sector. Todd currently focuses on designing, providing, and troubleshooting technology systems with several NGOs, community development and charter school clients in the Boston area, and has also volunteered with several political campaigns. He is an expert in Google Apps (Google Sites, Apps administration and Exchange migrations), Box.com and Dropbox. Todd holds a BA in Political Science and History from Boston College.