Training and Events

This calendar is updated periodically; please check back often.

Fall 2019

Fall Management Training Workshop

Protecting Your Blind Side: Preventing and Responding to an Organizational Crisis

October 29, 2019
9:00-12:00 PM
PA Biotechnology Center
3805 Old Easton Rd, Doylestown, PA 18902

Laura Solomon, Esq. (Laura Solomon & Associates) & Caitlan McCafferty (Furia Rubel)

The reality is a crisis can happen at any time to any organization. During this workshop, you will learn how to recognize critical nonprofit legal issues and create a crisis communications plan to best prepare your organization for potential reputational damage and various other crisis scenarios.  Combine comprehensive planning with good instincts and you are prepared for whatever comes your way.  The seminar will test your knowledge of some of the most important legal and tax issues facing nonprofits today, and then cover how to prepare and manage your organization’s brand, message and response.

In the first part of our workshop
What Would You Do? An Interactive Discussion on Critical Nonprofit Legal Issues
Through her boutique nonprofit practice Laura Solomon, Esq. of Laura Solomon & Associates has guided clients through crises on numerous subjects. She will use case studies from her practice to share how to avoid some of the more common missteps that can easily be avoided.  Some of the topics we’ll cover include:

Pitfalls and Perils
–the myriad responsibilities in disclosing and reporting embezzlement and other misuses of charitable funds;
–thorny issues involving charitable solicitations;
–problems with naming rights;
–challenges in honoring donor intent when investing, managing, and using restricted funds;
–unique considerations in nonprofit affiliations, mergers, and acquisitions;
–cautionary tales involving conflicts of interest;
–choices and tax implications (unrelated business income tax) of social enterprises;
In the second part of our workshop

Not If But When: Crisis Communications Planning for Nonprofits
It only takes one misstep to cause irreparable damage to a nonprofit’s reputation. Join Caitlan McCafferty, PR Account Director at Furia Rubel, to learn how to create a crisis communications plan for your organization.

Effective crisis communications plans are built on immediacy, accountability and transparency. An organization’s response during a critical time can make the crucial difference between success and failure. To survive a challenge with its hard-earned reputation intact, an organization must respond swiftly, act decisively, and communicate clearly. This program will address the stages of crisis planning and management and how to protect an organization’s reputation.

Educational Objectives and Key Takeaways
–Understand the stages of crisis planning and management
–Know how to create a crisis plan
–Work through one crisis scenario
–Draft a sample crisis holding statement
–Understand best practices for protecting an organization’s reputation

REGISTER NOW

Thanks in part to our Gold Sponsor, Bookminders, there is no fee for this workshop.

 

 

Board Boot Camp

Regional Foundation Center- Free Library of Philadelphia

1901 Vine St., Philadelphia PA

November 14, 2019
5:00-8:00 PM

The Board Boot Camp program has been designed for both new and experienced board members to learn or refresh their skills on being an effective nonprofit board member.  This does not happen by accident, but rather by thoughtful and consistent attention to the role of board members in your organization.

We focus on skills effective board members possess.  By structuring the evening into two tracks, we are able to direct the discussion at the appropriate level for each group.

Freshman Track ~ for individuals who have served for less than two years on a nonprofit board and are interested in learning about the more general duties of board members.

Advanced Track ~ for individuals who have experience serving for many years or on a variety of boards and are looking to gain insight on the tools used by more mature boards.

4:30-5:00 pmRegistration & Light Refreshments
5:00-5:40 pmGeneral Duties of All Board Members
5:45-6:25 pmFreshman Session
Understanding Strategic planning
Advanced Session
Advanced Strategic Planning
6:25-6:35 pmBreak
6:35-7:15 pm Freshman Session
Fundamentals of Fundraising for Boards
Advanced Session
Understanding Data and Finances as a Key to Capacity Building
6:35-7:15 pm Freshman Session
Financial Oversight for Boards
Advanced Session
The Vital Role of Engagement-CEO & Board
8:00 pm Adjourn
There is no charge for Board Boot Camp at the RFC, however, registration is required.  Space is limited and organizations may only initially reserve 5 spots.

REGISTER NOW FOR BOARD BOOT CAMP

CCNM Around Town

September 13, 2019

Nonprofit Learning Lab

Location: International House
3701 Chestnut St., Philadelphia, PA 18974
9:00AM – 4:00PM

Data Driven: Use Data to Accomplish More this Year, Cindy Bergvall, CPA
https://www.nonprofitlearninglab.org/philadelphia

Mini-Sessions

The Catalyst Center for Nonprofit Management is pleased to offer a series of one and two hour training sessions for busy Boards.

Our training professionals are able to attend your regular Board meetings and conduct mini-trainings in a variety of areas. Popular topics include:

  • Strategic Thinking for Boards
  • Board Roles and Responsibilities
  • The Board’s Role in a Development Plan
  • Understanding your Financial Statements

Allow us customize any topic to suit the needs of your Board. Trainings are 1 -2 hours in length and include handout materials. For more information, please contact Liz Vibber, 215-343-2727 or e-mail: lvibber@bbco-cpa.com