Training and Events

This calendar is updated periodically; please check back often.

Currently Planning for Fall 2019

Book it Right, Track it Right, Report it Right

  • What IS a fundraising expense?
  • What is the right way to account for special events?
  • When are government dollars considered program revenue and when are they fundraising revenue?
  • What is the right way to account for administration and program expenses?
  • What disclosures are required on fundraising solicitations?

This workshop covers the required and recommended fundraising practices for maximum transparency and compliance.

$35 PANO members; $50 non-members

We are offering this workshop on two different dates in two different locations:

August 29,2019September 17, 2019
9:00 am-12:00 pm9:00 am-12:00 pm
135 E. State St.
Doylestown, PA
1315 Walnut St.
Suite 1116
Philadelphia, PA
Bucks County Bar AssociationWomen's Business Enterprise Center
REGISTERREGISTER

Payment



This program is offered in partnership with

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