Conference attendees have the opportunity to attend three workshop sessions throughout the day. There will be three sessions consisting of 10-11 workshops running concurrently, lasting 60 minutes.

Each of the 33 workshops varies by focus area and are organized below. Please select your top two workshops for each session when registering.

Jump to:

Session I

Media Advocacy: A Strategy for Advancing Policy Initiatives

Advocacy Focus – Introductory

Participants will learn how to use the media to build support for policy initiatives. The session will include discussion around message development, using social media to advocate, working with partners/coalitions, creating materials, building awareness, troubleshooting bad press, what makes a good story, and how to establish great relationships with reporters. Part of the session will be hands-on, providing an opportunity for participants to practice these skills.

Kim Cunningham, president of Cunningham Strategic Communications, works with nonprofit organizations to plan events, train board members and staff, recruit and engage members, incorporate public relations strategies and facilitate organizational and strategic planning. Her work has won several prestigious awards, including a Communicator Crystal Award and Bronze Anvil.

10 Tips for a Winning Presentation

Communications Focus – Intermediate

Participants will learn how positive body language, gestures and vocal tone will enable them to deliver high impact presentations. They will become more comfortable, confident and persuasive. Through group discussions and practice, participants will learn 10 tips that will remove the guesswork regarding what makes an effective, invigorating presentation. Information alone does not persuade people; strong presentation skills do.

Sue Ogle has worked with a number of nonprofits on organizational development, strategic planning, and team building. She has been lead designer and trainer for ESC Team Building, Constructive Feedback, and Trainer Programs. She has 25 years of training and consulting experience that include founder of OGLE Training and Consulting, Assistant Director for Career Placement at Yale School of Management, and Managing Partner of Career/Life Alternatives.

Becoming a Culturally Responsive Organization

Diversity Focus – Introductory

Edward M. Kennedy Community Health Center will discuss their success in becoming a culturally responsive organization. We will describe the forming and functioning of our health equity/cultural competence team; assessing our organizations progress on meeting the Culturally and Linguistically Appropriate Services (CLAS) standards; developing a cultural code of ethics; components of our cultural competency training for all staff; addressing racism; evaluating cultural competence within our organization through patient and staff satisfaction surveys; incorporating cultural competency into our staff evaluations; and including culturally responsive services in our vision, organization values and key strategic action plan.

Sue Schlotterbeck is the Director of Cultural and Language Services at Edward M. Kennedy Community Health Center in Worcester, MA. She provides organization-wide leadership in the development and implementation of services to address the cultural and linguistic needs of patients, with the goal of reducing health care disparities and improving patient care. Sue also has previous experience working with refugees in the Sudan and Thailand.

Nonprofit Leadership by the Numbers

Finance and Operations Focus – Introductory

This session will provide a practical guide to the essential financial operations practices (like budgeting and cash flow projection) in language that even non-CFO’s can understand. Board members and EDs (or future EDs) will find out what information they need to ask for, how should it be presented, and how often they should be getting updates.

Leigh Tucker is the Managing Director of the Nonprofit Practice at Accounting Management Solutions. Leigh has spent the majority of his career providing financial and consulting services to the nonprofit community. His expertise includes all areas of the nonprofit arena, including higher education, healthcare, and other 501(c)(3) organizations. In addition to heading a nonprofit networking group, Leigh has served as member, treasurer, and fundraising chairman on several Boards of Directors.

Building Your Dream Board

Governance and Board Focus – Introductory

Developing the board of your dreams is a significant challenge, and too many nonprofit organizations just settle for who they can get. Why should you have a shortage of acceptable volunteers and not the committed and effective leadership all worthy nonprofits need? Based on its intensive work with grantees and granters, the Essex County Community Foundation has developed an accessible process to help nonprofit managers build the board of their dreams. Come with your hopes and problems, and learn how to change your climate and outcomes when identifying, cultivating, and retaining board members to become “the board of choice” in your field or community. You will walk out with a draft board development strategy as well as tools you can put immediately to work.

Dave Welbourn is CEO of the Essex County Community Foundation. ECCF raises and manages funds throughout the philanthropic sector, makes capacity-building grants to Essex County non-profits, helps wealthy families develop effective philanthropic strategies, and provides extensive services to non-profits. Dave has had a lifelong career focus on strategic planning, leadership development, and funding, serving as Senior Vice President at the Lahey Clinic and in senior leadership at Bates, Tufts, and the University of Vermont.

Achieving Great Leadership When Wolves Are At the Door

Leadership Development Focus – Advanced

The panel will share valuable “lessons learned” from the South Shore Housing and Development Corporation, a CDC which was threatened with extinction but emerged re-vitalized. Panel to include: Board Chair, the Interim Executive Director, Search Consultant, and the new Executive Director. Q&A will be emphasized. Takeaways include how to use interim leadership to address pressing
issues, revitalize governance, work effectively with a search consultant, and consolidate gains with the new ED.

Christian W. Dame is the President of Non-Profit Transitions LLC. Mr. Dame has been a professional interim executive director at numerous social service agencies in several states. He has presented on interim organizational development at local and national forums.
Susan Egmont is the Principal at Egmont Associates. Ms. Egmont, who has completed over 140 nonprofit executive searches, was the search consultant for SSHDC.
Michael McGowan is the Board Chair of SSHDC. Mike, a professional architect, steered SSHDC through a perilous leadership transition.
Carl Nagy-Koechlin is the Executive Director of SSHDC. Carl assumed leadership of SSHDC in the midst of crisis and rebuilt the agency to repay over $3 million in troubled loans.

The Power of Collaborative Leadership: Successful Coalitions

Leadership Development Focus – Introductory

This workshop will explore the six key principles for building effective collaborative solutions, examine the barriers to success, show successful examples of coalition building and community engagement, examine how to engage those most affected by the issues you are working on, and explore key aspects of successful collaborative leadership. Participants will walk away with specific ideas on becoming a more effective collaborative leader and making their collaborative efforts more effective.

Tom Wolff, Ph.D., is a community psychologist committed to issues of social justice and building healthy communities through collaborative solutions. A nationally recognized consultant on coalition building and community development, he has a lifetime of experience training and consulting with individuals, organizations, and communities across North America.

Getting Your Board on Board with Fundraising

Research Development & Fundraising Focus – Introductory

In this interactive workshop, we’ll discuss why your board might shy away from fundraising, how to talk to your board about this hot-button topic, and ways to involve your board in fundraising – without scaring them off and even if they “don’t know anyone with money.” Takeaways include gaining insight into why board members aren’t participating in fundraising, learning how to talk to board members about how they really feel about fundraising, understanding how to help board members get over the fear of fundraising, and hearing strategies for raising more money without having to solicit.

A fundraising expert with a passion for social change and founder of Funding Change Training & Consulting, Tina Cincotti 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.

Facilitation Skills for Nonprofit Leaders

Staff Management Focus – Intermediate

Participants will expand their ability to lead Board presentations, project meetings, and facilitation projects (e.g. retreats). This workshop will provide an opportunity to assess facilitation strengths and weaknesses and develop additional leadership skills. By learning facilitation techniques, participants will be able to better plan and lead meetings, manage group processes and use problem solving tools. These techniques include – Managing the Meeting: planning and conducting a meeting; Managing the Process: creating a thinking and learning environment, mastering communication skills and handling behaviors; and Managing the Tools: using problem solving techniques.

Jack Smith leads the facilitation practices at ESC and has consulted and facilitated for various social service, human rights, tourism and environmental-related organizations. The former Dean of the Newbury College School of Business and Management, Jack has also taught International Business and Strategy courses at the Boston University School of Management. Jack was previously Director of Marketing and Sales-Asia for Dow Corning Corporation, and VP of Dow Corning Korea.

Creating a Pathway to Growth

Strategy & Planning Focus – Intermediate

With Boston-based Bottom Line as a case study, this presentation will demonstrate how a concrete program model is necessary to establishing consistent results, growing sustainably, and demonstrating leadership in your field. Greg Johnson of Bottom Line and Arshad Merchant of Wellspring Consulting will share their experiences with clarifying programmatic goals, identifying service gaps, and mapping programmatic activities, and also describe the tools you need to lead and grow your organization. This presentation will discuss the leadership benefits of systematizing your programs, including the importance of publishing your service model, concisely explaining your programs to potential funders, and expanding programs while ensuring consistency and strengthening quality.

Greg Johnson became Executive Director of Bottom Line in 2003. A graduate of Brown University, he previously led local marketing efforts at The Princeton Review. Since joining Bottom Line, the organization has developed a concrete service model, expanded its programs, doubled the size of its staff and students, and been recognized as a national leader in college retention.
Arshad Merchant is a Director with Wellspring Consulting and has over 15 years of consulting experience in strategy, business process reengineering, and information technology. Arshad has addressed questions of growth, effectiveness, and financial durability at over 40 non-profit organizations.

The Giving Common: Increasing Knowledge, Promoting Giving

Technology Focus – Introductory

Come learn about The Giving Common (TGC), an exciting new tool developed by the Boston Foundation, set to launch in the spring of 2012. Powered by GuideStar, TGC is a forum for Massachusetts nonprofits to share their story with potential donors, funders and the community – free of charge. Learn how nonprofits can increase their online presence and enhance their fundraising capacity, and how funders can augment their knowledge and strengthen their due diligence and research capabilities around grantees and areas of investment. The Community Foundation for Greater New Haven will discuss their successful implementation of a similar resource and the resulting benefits enjoyed by area nonprofits and funders. You will leave this session with early knowledge of this new local resource as well as the tools you need to take advantage of it.

Jennifer Aronson is the Director of Nonprofit Services at the Boston Foundation. In this role she oversees TBF’s work to enhance the long-term vitality of the Massachusetts nonprofit sector. TBF is focused on increasing the transparency and visibility of the sector and building the capacity and effectiveness of nonprofit organizations. The Giving Common is a cornerstone of this work. Jennifer holds a BA and an MA from Columbia University and an MBA from Harvard Business School.  She serves as the Board Treasurer for the Lenny Zakim Fund.
Katherine Westlund is the Nonprofit Services Associate at the Boston Foundation. Prior to work at the Boston Foundation, Katherine was the Manager of the Organizational Success Program at the San Diego Foundation. She holds a BA from Wittenberg University and an MA and MPA from Indiana University-Purdue University at Indianopolis.

Session II

Engaging Candidates to Build Clout and Advance your Issue

Advocacy Focus – Intro

We will discuss how nonprofits can engage with candidates and mobilize voters on a nonpartisan basis in elections. There will be a focus on engaging candidates to build clout and advance your issue by holding forums, inviting candidates to your events, and conducting and publicizing candidate questionnaires.

Over the past three election cycles Cheryl Crawford has organized more than 15 coalition-based candidate forums at all levels of government – gubernatorial, mayoral, and state legislative. These forums had high candidate participation, attendance ranging from hundreds to nearly a thousand and overwhelming positive media attention. Cheryl has trained more than 40 nonprofits on how to conduct candidate forums and has also been a trainer for campaign management and leadership development for several.
Julian Johannesen has worked with Nonprofit VOTE over the past five years to help service providing 501(C)(3) nonprofits incorporate voter engagement into their work by providing them with free materials, training and technical assistance. During the 2004 Presidential campaign, Julian worked with America Coming together as the Franklin County, Ohio Field Manager. Julian conducted dozens of trainings for staff and volunteers on door-to-door canvassing, phonebanking and other topics.

Not If, But When: Ics your Organization Crisis-Ready?

Communication Focus – Intermediate

This workshop will provide an overview of the essentials of crisis planning and management followed by a tabletop crisis simulation in which selected attendees will participate as members of the Crisis Response Team. Through the table-top exercise, participants will experience first-hand the challenges of making quick decisions under the pressure of media deadlines, the 24-hour news cycles and social media.

With 20-plus years in the public and private communications sectors, Ashley McCown directs Solomon McCown’s Crisis Response Team and has developed dozens of crisis plans for nonprofit organizations, corporations and institutions. She often works in tandem with organizations’ leadership to develop communications strategies that protect their reputation during times of change and upheaval.
Michal Regunberg is a senior strategic communications executive with a successful track record in issues management and community relations. She is a member of Solomon McCown’s Crisis Response Team and oversees the firm’s healthcare and nonprofit practices. She has worked in-house at a number of large institutions including the Massachusetts Hospital Association and Brandeis University. Michal was an award-winning journalist and often appears in print and broadcast outlets commenting on major issues of the day.

Better Together: Using Data for Collaborative Program Improvement

Metrics & Evaluation Focus – Introductory

In this presentation, two senior leaders discuss how they have used data to collaboratively design and redesign a workforce development program for youth within a multi-service agency and how the process has benefited staff and facilitated cross-departmental collaboration. The presenters will review the development of intentional programming, how to collect data that is useful to staff, and how to develop organizational-wide systems that facilitate reflection and program evolution regardless of program type. Participants will learn how to begin and supervise the process of data-informed decision making and how to manage program re-design.

Derek Mitchell is the Director of Workforce Development and Social Enterprise at UTEC in Lowell, MA. He provides vision and direction to UTEC’s employment programs in building maintenance, construction, culinary arts, and mixed media.
Zenub Kakli is the Director of Evaluation and Learning at UTEC in Lowell, MA. She collaborates with program staff to document and reflect upon their work, conducts internal program evaluations, and manages external research partnerships with universities.

Disability Inclusion in the Nonprofit Sector

Cultural Competency & Diversity Focus – Introductory

Workshop participants will receive an overview of disability inclusion and learn specific tips about disability etiquette that can easily be applied to any setting. Participants will discuss the benefits of inclusion and analyze their program’s current inclusion practices through completing a detailed inclusion self-assessment. Tips on how to approach the service of youth with disabilities will be given and participants will gain understanding on what his/her agency is doing well and learn areas for improvements. Participants will receive useful handouts on the subjects covered.

Kaela Vronsky, Mentoring and National Center Director, has served as a mentor, trainer, coordinator, and founder of mentoring programs over the course of her 15-year nonprofit career. She has offered inclusion training for PYD since September of 2008.
Kristin Humphrey, Mentoring and National Center Program Associate, graduated from Connecticut College where she founded a club for facilitating workshops for siblings of youth with disabilities. Since September 2010 she has supported PYD’s mentor program and training branch.

Liars, Cheats & Thieves: Nonprofit Internal Control Solutions

Finance & Operations Focus – Introductory

Through short case studies and discussion, this workshop will look at where and how fraud can occur, signs to look for, ways to stay vigilant, what to do if your organization is a victim, and internal control procedures appropriate by organization size. Participants will leave with practical solutions for protecting their organization.

Susan C. Hammond, CPA, MST consults with CEOs on the formation of advisory boards and improving governance. She is a frequent speaker on creating advisory boards, improving board governance, and interpreting financial information. From 2003-2007 Susan served as CFO of Fuller Craft Museum. She is a co-founder of the South Shore Women’s Business Network and the Center for Women & Enterprise.

Board Roles to Board Goals – Make an Annual Board Work Plan

Governance & Board Focus – Introductory

Join us for a fast-paced, interactive workshop on a simple yet powerful board practice – creating an annual board work plan – that can dramatically benefit your board. First we’ll identify the key governance roles of boards. Next we’ll introduce an engaging way to help your board self-assess its performance relative to these roles, in a way that helps you set annual board goals. We’ll show you how to build a simple structure of clear accountability for implementing those goals, and how to assemble an annual board work plan. You’ll take away a free workbook ($12 value) that you can use to lead this process with your boards, without further training or consulting. This workshop is ideal for board chairs and executive directors.

Jay W. Vogt is an organizational development consultant with nearly thirty years of experience working with nonprofit organizations. Jay founded Peoplesworth, a private practice in change management, in 1982. Jay is a master facilitator of meetings and retreats, and specializes in facilitating large groups of 50 to 250.

Positive Change Through High Performing Leadership Teams

Leadership Development Focus – Introductory

Leaders will learn how to use FMS research to choose the right staff and build teams while raising awareness of styles and communication techniques that work. Using a combination of presentation, discussion and case studies, participants will learn the basic principles of high performing teams in organizational leadership using 13 basic principles and unique tools; explore significant trends tracked by FMS that will help them choose effective leaders in all areas of their organization; find
out how to generate a commonly owned vision that leads to effective change; learn how to blend skills and behaviors of cross-function groups to make effective planning and implementation teams; explore the importance of the leadership triangle -Board, executive director and senior management.

Lyle Kirtman has been a Management Consultant for more than 30 years, specializing in leadership development, strategic planning, organizational development, high performance team development, conflict resolution, and executive coaching. Mr. Kirtman has consulted with more than 700 organizations across the country in the educational, nonprofit, corporate, and government arenas. His unique work in leadership development is being documented in a new book by published by Pearson later this year.
William Garr
has been a visionary leader and consultant combining strong financial skills with knowledgeable strategic program and leadership development. His background as a consultant and nonprofit CEO blends a unique mixture of health care, housing, disabilities, education, substance abuse and mental health experiences into a leadership approach that emphasizes vision with accountability, strong infrastructure, team building, and improved communications among staff, clients and the community.

“Thank You” Secrets:  Thank Your Way to More & Bigger Gifts!

Research Development & Fundraising Focus – Intermediate

During the session, you’ll learn how to increase the odds your donors will keep on giving (and at higher levels), transform your “thank you” letters into active donor stewardship communications, and thank your donors throughout the year. You’ll leave with research-based “thank you” secrets, sample “thank you” letters, and a plan to thank your donors seven times. We’ll be looking at “thank you” research along with “thank you” techniques and strategies that inspire your donors – and that next gift.

Diane Remin, MBA, a business consultant and entrepreneur, has been working with nonprofits since the 1990’s. Her most recent venture,, helps smaller nonprofits boost their operating revenues with major gifts. Previously, Diane was traveling across the country as a Senior Associate for Biondolillo Associates, Inc., which creates innovative, branded fundraising programs. A nonprofit board member herself, Diane has made dozens of successful “asks.”

Leading from the Middle: Creative Leadership for Middle Managers

Staff Management Focus – Intermediate

Middle managers can feel paralyzed by contradictory demands and expectations, not to mention mocked by comic strips and prime time TV. However, the middle can also be an ideal place from which to lead. An effective middle manager can harness and develop the energy of a team, while also empowering and clarifying an organization’s vision. This workshop will focus on systems thinking as a tool to enhance any middle manager’s ability to lead.  Systems thinking approaches problem solving at a fundamental level, seeking relationships between problems and the potential unintended consequences of simple solutions. It offers the possibility of going beyond token solutions and discovering high leverage tactics designed to address individual management challenges.

Matthew Andrews currently serves as Senior Director of State Operations for Best Buddies International, where he has held various positions, ranging from local line leader to national director. His current responsibilities include training and coaching staff in leadership positions nationwide. Matthew’s approach to leadership development is built on a passion for learning and personal growth, including the study of cutting edge work in the areas of organizational learning, systems thinking, and the social and physical sciences.

Charting a Future Path: Planning in Uncertain Times

Strategy & Planning Focus – Advanced

In this workshop, you’ll learn how to examine the technological, societal and organizational forces redefining your organization’s future, drawing on dozens of interviews with nonprofit leaders; identify and evaluate the forces with the greatest implications for your nonprofit; craft future scenarios so you can adapt your approaches today with an eye to the future; and think and plan like a futurist.

Mary Schaefer is a strategist and change agent who guides nonprofits to experiment with new ways of working together to advance their mission. She also is a Principal at Cornerstone Fundraising that specializes in capital campaigns, planning studies and stewardship programs for nonprofits. Mary spent 10 years at MIT, most recently as the Executive Director of the MIT Leadership Center.  She has been an award-winning corporate communicator, journalist and non-profit director.
Lydia Watts heads Greater Good Consulting that equips nonprofit leaders with the skills, tools and processes to build, manage and sustain the services that serve the greater good. She guides nonprofits to revitalize their staff and boards; diversify funding; and develop strategic visions and plans. She also founded WEAVE (Women Empowered Against Violence, Inc.), a Washington D.C. agency which serves domestic violence victims which she grew to a staff of 24 with a $2.5 million annual budget.

Data Driven Technology Leadership

Technology Focus – Intermediate

This session will provide tips, techniques and lively panel discussion for guiding decisions about contacts, donors, members, and advocacy constituents. Data Driven Technology Leadership will use case studies, recommended metrics, and engaging experience-sharing to help you provide direction to your organization on effective contact and donor management, social media and web content management. Learn to be more effective with today’s communication and engagement tools through targeting and segmenting audiences for campaigns, connecting with social media audiences and reaching a wider web audience. You will come away with fresh ideas and practical examples for making your data and metrics come alive for more informed strategic and organizational decisions.

Steve Backman is principal of Database Designs Associates, a twenty-year consulting practice focused on the nonprofit sector. He takes an active part in software planning and architecture, working with Drupal, Salesforce and other leading systems. Steve also brings a rich volunteer community involvement, and he has been an active member of the nonprofit technology community, including serving on the board of
Marc Baizman has been involved with nonprofits and technology for ten years. He co-chairs and founded the Boston Nonprofit Salesforce User Group. Formerly Technology Director at Root Cause, Marc managed all things tech.
Debra Askanase is founder of the social media strategy firm Debra blogs there about social media, nonprofits and community organizing. Debra has worked with nonprofits for 20 years as organizer, program director, executive director and fundraiser.

Session III

Don’t Like a Law? Change it.

Advocacy Focus – Intermediate

Whether in a board room or on Beacon Hill, effective persuasion is a hallmark of good leaders. Drawing from over 20 years of experience as a lobbyist for the nonprofit sector and using case studies, hands-on exercises, and discussion, we will explore the principles of effective advocacy and persuasion designed to help you navigate and succeed in various venues of the nonprofit world. Participants will learn skills that will cover a range of settings: from navigating everyday “water cooler” office politics to gaining the tools necessary to influence policy makers that can mean the difference between receiving state funding and going away empty handed.

Charles Glick g> is a seasoned lobbyist with over 20 years of experience in advocacy, politics and community relations. He formed Charles Group Consulting in 2001 and has helped his clients secure millions of dollars in public funding and pass groundbreaking legislation on some of the most controversial issues in Massachusetts. He holds an MPP from the Kennedy School of Government at Harvard, a Masters in Communal Service from Brandeis University as well as a B.A. in Political Science from UCLA.

Distinguishing Your Organization with the Media

Communication Focus – Advanced

This panel will give you strategic and tactical advice on how to stand out from the crowd. As non-profits compete for attention from the media, learn what makes a compelling story for reporters who cover nonprofits and the public relations professionals who work successfully with them. Panelists will survey the changing media landscape from print and broadcast media to online publications and social media channels.

Mary Moore is a reporter with the Boston Business Journal who covers non-profit organizations.
Jim McManus, principal at Slowey/McManus Communications, is a former reporter and editor in Boston, Worcester and Washington DC. He was chief of staff for a state senator in Boston and writes frequently about the media.
Christine A. Baratta is senior VP of Marketing and Communication at the Massachusetts Hospital Association.

Audit Prep 101 – 10 Steps to a Better Audit

Finance & Operations Focus – Intermediate

In this session, the presenters will discuss some common mistakes and pitfalls nonprofits make that prolong and complicate the audit process and then provide tips on avoiding them. Some things that will be covered in this session are  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.

In his role as Director, Financial Consulting Practice for Insource Services, Chris Bertoncini is responsible for the overall management of client engagements and providing strategic direction for the practice. He has significant financial leadership experience in a variety of industries including startups and non-profit organizations. Chris works closely with clients and senior financial consultants across areas such as configuration of GL systems, budget preparation, financial reporting, account reconciliations, audit preparation, and board interface.
Robin Kelley
joined Alexander, Aronson, Finning & Co. in 1980 and is a shareholder of the firm. As AAF Vice President, Robin is an acknowledged specialist in nonprofit audit and accounting services with expertise in auditing in accordance with Government Auditing Standards and Office of Management and Budget (OMB) Circular A-133. She is a specialist on nonprofit, Federal and state funding reporting requirements.

Successful Fundraising with New Americans

Cultural Competency & Diversity Focus – Intermediate

Is your nonprofit organization having a hard time meeting fundraising goals?  Maybe now is the time to expand your audience to include the large and growing non-English speaking population in the US (New Americans). As a result of this workshop, participants will understand how to strategically target and reach non-English speakers to meet fundraising goals and develop the checklist to implement the strategy upon return to the office.

Wendy Pease, Executive Director of Rapport International, works with companies to develop in-language communications plans for non-profits, government agencies and companies around the world. Prior to her current position, Wendy held senior positions in multi-cultural marketing, medical-legal consulting and bio-pharmaceutical services firms.
Eduardo Crespo serves as the bilingual/bicultural consultant for Rapport International. He has over 25 years of senior level US and international expertise in leading teams in Hispanic/multicultural marketing, advertising, PR, diversity, business development and fundraising. Increasing awareness about these markets, advocating for the inclusion of Hispanics, providing strategic direction, generating new business and fundraising opportunities, and connecting brands with the US Hispanic media or directly to the consumer are his core strengths.

Using Planning and Evaluation to Meet Key Challenges

Metrics & Evaluation Focus – Advanced

In this hands-on workshop you will learn to use measurement and planning to meet three key challenges: making the case for grant or donor funding; deciding when resources should go to strengthening your organization versus expanding your services; and attracting and retaining strong board members and volunteers. You will learn how program and organizational data can be gathered, how plans can be created on the basis of this data, the benefits of planning in working with key stakeholders, and how managers and Board members can make planning happen, even with very limited time and resources. Presenters also will suggest resources for further learning.

Kathleen Sullivan provides program and organizational measurement and evaluation services for philanthropic foundations and nonprofit organizations engaged in social change advocacy. As a senior program director at two national nonprofits she oversaw the development of programs that recruited and trained volunteer lawyers and health professionals to provide services to and advocacy for indigent asylum seekers.
As Principal of Synthesis Partnership, Sam Frank advises nonprofits on strategy, planning, and organizational development and change; writes a quarterly e–letter, Critical Issues for Nonprofits; and conducts workshops on planning and organizational development at regional and national conferences. He is also the founder, director, host, and frequent presenter for the Wednesday Webinar series of Nonprofit Webinars.

The Power of Two: Board Chair & CEO

Governance & Board Focus – Intermediate

We will cover:  Why bother to attain synergy between the board chair and CEO vs. all board members and the CEO? What happens when there is an imbalance in the chair/CEO relationship? What are the causes and solutions? And who should take responsibility for changing a less than optimal chair/CEO alliance? Participants will scrutinize this relationship that can uplift, sideline or deflate an organization, and be better equipped to “solve” situations from cases or from life.

Susan Wobst has worked as nonprofit executive, served on boards, consulted to social purpose groups, and trained future leaders on strategy for impact. In 2011 she helped launch a board/senior staff series in Virginia, Black Belt for Nonprofits. Prior to this, Susan assessed potential grantees for Exxon Mobil, advised two of her boards on reorganization, and through Institute for Sustainable Communities launched nonprofits in Russia. She worked in Massachusetts at Jewish Vocational Service, WorldBoston and Bunker Hill Community College.

The 12 Dimensions of Effective Nonprofit Leadership

Leadership Development Focus – Advanced

This workshop presents a new synthesis of the 12 leadership dimensions of executive directors/CEOs in nonprofit organizations, and then facilitates a discussion of strategies to increase the leadership effectiveness of EDs.  This workshop is intended for executive directors, those who aspire to be EDs, and those who work directly with them – staff, board members, and consultants.

Frederick S. Lane, Ph.D., is a Sandwich-based consultant in the management of nonprofit organizations and a nonresident Faculty Fellow at the Center for Nonprofit Strategy and Management, Bernard M. Baruch College, City Univ
ersity of New York. Fred is Professor Emeritus of Public Affairs at Baruch College, and has also taught nonprofit management at Princeton University and the University of Vermont.

Managing Up for Success—Tools and Tales for Nonprofit Staff

Leadership Development Focus – Introductory

Do you have great ideas about how to run your project or organization and wonder how you can manage up in order to grow your leadership skills and meet your program objectives? How can you become an asset to your organization, introducing new ideas that others value, without making more work for busy people? We will share experiences and practice ways to grow management and leadership skills as well as discuss different ways to manage organizational relationships and tools for managing projects effectively.

Ann Silverman brings 30 years of experience in organizational development, community development, and nonprofit management. Previously, Ann was the Director of the Neighborhood Development Support Collaborative at Boston Local Initiatives Support Corporation. She was founding Executive Director at the Association for Resident Control of Housing.

M&Ms for Fundraising Leaders:  The Sweet Secret to Success

Research Development & Funding Focus – Intermediate

In this session, you’ll learn the simple M&Ms all nonprofit fundraising leaders need to know to be successful: Mission, Marketing, Money & Mindset. You’ll learn how to share your mission simply and clearly to attract supporters. You’ll get my best tips for marketing your nonprofit, including the top three ways to spread the word about your mission so you can stop being the “best kept secret in town.” You’ll learn about the importance of mindset and how your attitudes and beliefs melt into everything you do. You’ll learn how to adopt the big thinking you need to raise big support. And you’ll learn how falling short of your fundraising goals doesn’t have anything to do with the economy.

Sandy Rees, CFRE, is a nonprofit fundraising coach and consultant who shows nonprofit leaders how to raise the money of their dreams. Since 1998, Sandy has raised annual funds using techniques such as grantwriting, direct mail, monthly giving, events, online fundraising, and major gifts. She is an AFP Master Trainer and regularly leads workshops on a variety of topics for organizations around the country.

AGM Presents Meet the Donors: Evaluation and Reporting

Research Development & Funding Focus – Introductory

Join a panel of grant makers as they discuss their specific requirements for evaluation and reporting, and get advice for establishing an evaluative method that is appropriate for your cause and organizational structure. In an effort to make their own giving decisions more strategic, a number of donors, government officials, and foundations are asking the nonprofits they fund to demonstrate the impact of their programs. While we know that providing evidence-based progress reports to funders is daunting to many nonprofits, this process has its benefits. In addition to providing funders with the information they need, successful program evaluation also yields invaluable feedback about your organization’s effectiveness and allows you to make your own decisions more strategic.

Moderator: Rahn Dorsey, Evaluative Director, The Barr Foundation


Lynne DoblinInterim Executive Director, Richard and Susan Smith Family Foundation

Rebecca DonhamSenior Program Officer, MetroWest Community Health Care Foundation

Robert HurlbutExecutive Director, Cambridge Community Foundation

Anne Marie Boursiquot KingDirector of Grants and Policy, Tufts Health Plan Foundation, Inc.

Mastering the Art of Performance Feedback Conversations

Staff Management Focus – Intermediate

Most managers can easily identify an employee performance issue, but what is difficult is effectively communicating this information. This session will teach an intuitive process for crafting hearable, sayable performance feedback talking points to drive the change you are seeking while avoiding the difficulties that usually accompany these exchanges. Gain practical skills to confidently take on those seemingly awkward yet critical exchanges in a far less stressful way.

Jamie Resker is a recognized thought leader in the talent management field and is President of She developed a modern and real-world approach to providing performance feedback; an alternative to “constructive criticism.” Clients include Genzyme, the Mathworks, Boston Private Bank, the US EPA, Boston College and many other smaller and mid-sized companies.


Back to Top of Page