Nonprofit University #NPU2019
Date: June 10, 2019
Time: 8:00-4:15 PM
Location: Bucks County Community College, Newtown, PA
Cost: $35pp; $25pp clients of Bee, Bergvall & Co./Catalyst Center
8:00 AM: Registration
8:30 AM: Welcome
8:45 – 9:45 AM: Keynote Session
Eileen R. Heisman, President & CEO, National Philanthropic Trust: Current Trends in Philanthropy
Eileen R. Heisman, ACFRE, is a nationally recognized expert on charitable and planned giving. Ms. Heisman has been interviewed about philanthropy and donor-advised funds on CNBC, PBS, NPR, CNN International and Bloomberg TV, and by nearly every national newspaper and major trade publication, including the Wall Street Journal, New York Times, Washington Post, Bloomberg, CBS MarketWatch, Financial Advisor, and Investment News. She was among the first fundraising professionals to earn the distinguished ACFRE certification. She has been named four times by NonProfit Times as one of their Power and Influence Top 50, an annual listing of the 50 most influential executives in the philanthropic sector, most recently in 2018. She has been invited by the Chinese government to speak to their emerging nonprofit sector about philanthropy.
10 – 11 AM: Workshop Session I
Laura Solomon, Esq
Laura Solomon & Associates
Join this interactive and fun workshop to test your knowledge of some of the most important legal and tax issues facing nonprofits today. Laura Solomon, Esq. will use case studies from her practice.
Those who attend this session will learn about:
- 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;
- adventures in navigating sensitive relationships with private foundation managers;
- frequent and common self-dealing pitfalls; and
- cautionary tales of alternative investments.
Development Manager, Philadelphia Corporation for Aging
In the nonprofit world, there’s a lot of competition when it comes to winning corporate dollars. The main key to success is in relationship building.
It’s also important to be very clear how donations will be used. Whether the monies go toward continuing an existing program or launching a new initiative, when companies are deciding which causes to support, they want to be assured that their money is being used wisely.
This workshop will cover how to choose, approach and cultivate corporate sponsors utilizing basic steps such as; conducting research to determine the right fit for your company (finding a company whose mission is perfectly aligned with yours); forming a strong relationship with your prospect; understanding the sponsor’s motivation; developing your proposal (crafting your letter); practicing your pitch; face to face meeting tips; and the importance of follow up through various forms of communication.
Through a selection of handouts that will include detailed examples, attendees will come away with a basic knowledge of how to choose and approach a corporate sponsor.
Partner, Delos, Inc. & Certified Constant Contact Solutions Provider
Learn why every email contact matters! Continuing to grow and interact with your donors, clients, volunteers and followers via email campaigns is key to digital marketing success.
Email Marketing still generates double the ROI of all digital channels. If you aren’t seeing those results or haven’t tried email marketing this session is for you.
You will learn the latest best practices and techniques to maximize success using this powerful digital tool.
Understand the trends that nonprofits should be paying attention to, and get simple, actionable ideas and tips for incorporating them into your marketing plan.
Amy O’Connor, CPA
Senior Accountant and Business Development Specialist, Bookminders
Board members have a fiduciary duty to understand and monitor the financial health of the nonprofit organizations they serve. We will provide tools that can be applied to organizations of any size. We will also discuss the tracking of revenue and expenses in QuickBooks for grant reporting and preparing the Statement of Functional Expenses.
11:15 AM – 12:15 PM: Workshop Session II
The Patricia Kind Family Foundation
Andrew Kind-Rubin, PhD
Chief Clinical Officer, Child Guidance Resource Centers
CEOs & Executive Directors often carry the weight of the organization on their shoulders. Within this workshop we will discuss a brief overview of burnout and define how secondary trauma can have an effect on your performance and well-being. This workshop will be highly interactive, encouraging participants to share struggles and solutions with one another. Participants will leave with specific ideas and strategies to combat stress to share at their agencies.
Valerie Jones, CFRE
Valerie M. Jones Associates
The Nonprofit Hero Asking Method is a practical guide to successful board fundraising created by Val Jones. It begins by shifting the traditional paradigm, beginning with thanking, rather than asking, and proceeds to teach authentic and inspired fundraising in just five easy steps. Each step calls forth a noble attribute in the asker such as: gratitude, creativity, or curiosity, and casts askers into roles in which they will not simply succeed, but excel. The Nonprofit Hero Asking Method will teach your board to get more gifts, and to participate in the fundraising process in ways that dissolve their fears and play to their strengths.
Social Media Strategist and Trainer, Aliya Hammond Consulting
With 80% of contributions into the Sector coming from individual donors, it is now more important than ever for small to midsized nonprofits to reach new donors, increase awareness, and communicate its organizations impact.
In this training, you will discover how an effective social media strategy can help to connect with new donors and keep them engaged with your organization.
IT Director, Bee, Bergvall & Co.
Workshop attendees will gain a deeper awareness of the magnitude of cyber security risks as well as safeguards to mitigate the risks with your organization. The session will explore the many different types of high quality, affordable (even free) network security solutions and services available to individuals and organizations. Participants will have the opportunity to ask questions, share ideas and strategies.
12:15 PM – 1:30 PM: LUNCH
1:30 – 2:45 PM: Workshop Session III
Associate Director, Schultz & Williams
Project Manager, Schultz & Williams
Many nonprofit leaders regard strategic planning as something between a fruitless fad and an onerous obligation. The truth is, strategic planning IS a lot of work, but it isn’t just a trend or a huge task that needs to be checked off your ever-growing to-do list. A well-conceived and implemented strategic plan becomes a critical tool for running a successful organization. The key is to get it “right”: from process to timing to who is involved to facilitator. There is a lot to consider when it comes to strategic planning. Based on Schultz &Williams collective experience guiding nonprofits of all types and sizes through the process, we have put together this presentation to help you, to serve as your strategic planning North Star.
Can an organization succeed without a strategic plan? Maybe so, but if success is not defined, how will you know it when it happens? Organizations that commit the time and energy to a solid strategic planning process clearly proclaim their confidence—in their mission, in their vision, and in their staff and leadership—to take on the challenges before them. They commit themselves to achieving ambitious goals knowing that their timeline is achievable yet nimble enough to respond to emerging challenges and opportunities. And that is the power of a strategic plan.
In this session, we outline the process, timing and key elements that turn strategic planning into a critical tool for developing an organization’s strategic thinking and running a successful institution.
More info to follow
Chief Operating Officer, YMCA of Bucks County
“I hear you, I see you and what you say matters to me” are words rarely used and therefore demonstrated in the service industry. Active listening, as well as establishing a foundation of empathy, can shift relationships from transactional to transformational. Creating a shared space founded upon empathy, or a MOMENT (Heath Brothers), creates relationships and experiences that result in a positive net promoter score; whether that be as a supervisor, colleague, client/customer or donor.
Participants will gain knowledge of active listening core skills-and why they matter, as well as the ROI (return on investment) of a positive staff culture.
Grace Betz, CPIM
Staff Accountant, Bee, Bergvall & Co.
Excel is arguably one of the most popular software packages on the market. This powerful, dynamic program is far more capable and complex than it appears, and so many professionals don’t fully appreciate its features and functions. Whether you are using it daily, or just casually, knowing these time-saving techniques will enable you to get your work done faster with Excel.
Bring your questions and your laptops/tablets to this interactive session. Participants will also have the opportunity to submit questions prior to the workshop.
3 – 4:15 PM: Workshop Session IV
Ifeoma Aduba, MS
Principal, The Mudita Collective
What is the future you want to create? What becomes possible when we change our questions, aim for what’s possible, and bring out the best in people and situations? Powerful, catalytic results. This session will encourage and inspire aiming for the highest potential while practically providing a framework for being and thinking that generates success. Attendees will learn about the framework, walk away with resources to continue their learning and practice, and have the opportunity to engage in and experience the framework in action.
President, Dementia Society of America
By positioning yourself at the intersection of readiness and opportunity, you can start to take your fundraising efforts to new heights. During this session we will uncover 3 hidden secrets to find new donors that not only want, but need to support your mission.
Karen Jett, CMA
Brand Developer, RedKnight
Attracting new clients and funding is all about aligning your values, offerings and the customers’ perception of your business. When done in perfect harmony you maximize the chance of success. But did you know that all of this starts with the internal brand? Come learn how to align your internal brand in a way that truly reflects the external brand you want to be.
In this session, participants will gain knowledge of elements of the internal brand, explore how the internal brand defines the company culture, and discuss the impact of the internal brand on internal strategies and external marketing / fundraising.
William Schwab, CPA
Manager, Your Part-Time Controller, LLC
An exploration of the primary charity watchdog organizations, why their rankings matter, and simple ways nonprofit organizations can improve their ranking. During this session we will discuss the criteria charity watchdog organizations use to evaluate charities, understand the importance of the Form 990 and how information from it impacts tracking by charity watchdogs as well as explore the correlation between increased transparency and increased donations.