NonProfits First

The Changing Landscape of Human Resource Management 

John A. Foley, Legal Aid Society of Palm Beach County, Inc.

The workshop will provide executive directors and CEO's with a comprehensive overview of the changing landscape of human resources management, with emphasis on new and proposed changes to laws and regulations, including labor and employment laws, wage and hour laws, and Internal Revenue Service regulations. Emphasis will be placed not only on policies and procedures and human resources practices, but on the interrelationship between policy implementation and organizational liability.

Robert N. Rosen, CPA, Gerstle, Rosen & Goldenberg, P.A.

In today's difficult economic times and as a result of specific occurrences such as the Madoff scandal, not-for-profits are challenged on a daily basis. The importance of accurate, professionally prepared financials, with clarity and transparency is more important now than ever.  We will specifically review the various funds, their purpose, restrictions set forth, and the newly amended SAS 115. In addition, changes to the 990 will be discussed to clarify any confusion that exists in today's environment.

Secrets to Successful Events Planning & Management

So many nonprofits rely on events as a centerpiece of their fundraising programs. Ms. Rowell, “2008 Event Planner of the Year” will share the strategies of her success in creating and planning million dollar fund raisers that maximize volunteer and community support; are creative, intensive, complex, fun and cost-effective while being just one component of a comprehensive fund development strategy. This approach meets both donor and client needs and is sustainable year after year.

Board as Team: What CEO’s and Chairs Can Do

 A follow-up to the plenary session, we will discuss ideas for leaders about how to create a collaborative, team environment and a culture of inquiry in the boardroom. This involves conversations about purpose, goals, performance, transparency, and accountability – concepts everyone is aware of but too rarely discuss in the boardroom as applied to governance.

*For Board Members, Executive Directors and CEOs

 Oh, What A Web We Weave: Media & the Internet

Sharon Geltner, FROOGLE PR

Marketing & Communications

We nonprofits stand at the intersection of new media and the old. We will succeed if we embrace the Web, but not at the expense of traditional communications.  Charities must combine the best of both worlds: the vast opportunities presented by the Internet AND the human interest and newsworthiness required by print and broadcasting outlets. If we get it right, the reward is the most ancient and important advertising of all--word of mouth. Learn how we can build respected brands and attract recognition and donations.

 Liz Locke, ReachDonors, Inc.

Fund Development

Nonprofit organizations are in a constant quest for funding.  In this workshop, discussion will center on “The Top Ten Myths of Grant Research” and discuss ways to conduct funding funding search more effectively.  The session will provide research tips to professionals who find it difficult to make time to investigate funding sources, those who are unsure of where to search for grant opportunities, and people who feel "stuck in a rut" and don't know how to expand their usual sources of funder information. Participants are invited to bring their own research “myths” to discuss.

Why Outright/Deferred Giving Works in the New Economy

Robert B. Kovacevich, Avatar Company

Managing Risk in a Changing Economy

Phil DiComo and Antoinette Theodossakos, Haile, Shaw & Pfaffenberger, PA

This workshop will offer participants a new approach to risk management that shifts the protection of your agency from a prevention mode to a management mode. The presenters will discuss the underlying concepts of risk management that will assist leaders in recognizing and analyzing risk of loss or potential Liabilities. The discussion will identify who may be at risk including your agency, strategic partners, directors, officers and your clients.

 Strategic Marketing for Nonprofit Organizations

Jamie Ressler, Palm Beach Atlantic University

Marketing & Communications

This hands-on workshop will offer participants an opportunity to develop their organization’s brand; identify their target audiences; develop their understanding of competitive advantage; complete a preliminary SWOT analysis; and review the marketing plan format. Participants will understand the importance of strategic marketing and will learn the components of a marketing plan.

Show Me the Data: Protrait of the Scope, Size and Impact of Nonprofits in the Community

Todd A. L'Herrou, MA and Ronald C. Nyhan, Ph.D, Florida Atlantic University
Jillian Vikusich, Senior Program Officer, Community Foundation for Palm Beach & Martin Counties
*Collaborative two part presentation

A) The nonprofit sector makes up a sizable proportion of the U.S. economy. However, estimates differ on the total number of organizations and their impact. Using data from the Internal Revenue Service, State of Florida, and other sources, we present a portrait of nonprofit organizations in Palm Beach County, including estimates of scope, revenue and assets, and legal status. Implications for other counties in Florida will be discussed, including the need for educational support and capacity building.

B) Impact of the Economy on Nonprofits in South Florida
Funders will report on a recent study of the impact of the economy on regional nonprofits.

Sustaining a  Culture of Quality

Anne M. Gannon, Constitutional Tax Collector, Palm Beach County

Georgette Bonifacio Carroll, Goddess of Excellence & Opportunity

Elected in 2006, the Honorable Anne M. Gannon energized the Office, replacing complacency with quality and excellence.  She has created a learning culture, realizing it would take a strong leadership team to engage the entire workforce in effort. Using Deming’s Fourteen Points, the National Malcolm Baldrige Quality Award Criteria (NMBQA), and a culture influenced by the Pike Place Fish Market, our journey to the UN-government Experience is headed towards UN-matched client service, UN-encumbered work systems/processes, and UNified employees. 

Stewardship – Connecting Again, and Again, and Again

Arthur M. “Rusty” Brink, CFP, Vice President & Chief Philanthropic Officer, Martin Memorial Foundation

Fund Development

During this session you will learn the strategies, techniques and best practices of donor stewardship. It is not enough to get the gift; it is about the long-term relationship with your donors that makes a difference for your fund development program. Discover not only how important the discipline of the process is, but how much you must be sincerely committed to meeting the philanthropic interests and desires of your donors.

Email Marketing: Building and Sustaining Client, Partner and Prospect Relationships

Lisa Sparks, Regional Development Director, Constant Contact

During this session Ms. Sparks will provide an educational seminar on the value of email marketing for the nonprofit sector. She will offer strategies for developing and implementing marketing communications solutions for your organization.

Fans Follow Function: The Footprints of Social Media Planning

Susie Bowie, The Community Foundation of Sarasota County

Marketing & Communications

Building an engaged social media following requires more than a fan page and a few tweets. In this basic Web 2.0 introduction for nonprofits, we'll set you up for success by providing the essential elements you need in place before you plunge into the social media stream. Key principles for planning and evaluating your online presence, whether you're using blogs, Twitter, Facebook, Flicker or any number of tools, will be shared.

Benefits of Project Management for Nonprofits

Terry A. Clark, President, StaffConnections, LLC

Budgets for nonprofits are being reduced while work loads are increasing. Doing more with less is no longer an option; it is a requirement for survival. Project management is an organized way for organizations to deliver quality products and services for less money. This workshop will help you see how project management can help your organizations and provide you with specific tools to implement it successfully.

 De-Mystifying Fundraising

Ellen Bristol, Bristol Strategy Group & Kate Alvarado, Development Director, Urban League of Palm Beach County

Fund Development

This workshop provides a powerful overview of the strategic issues required to develop a fundraising "engine" that produces consistent, predictable income from a wide diversity of sources. Three major income sources will be addressed: grants-based, corporate sponsors, partners and affiliates, and individual donors. Ms. Alvarado will contribute to this session by describing a real life application of developing a comprehensive fund development program at the Urban League of PBC.

Kurt R. Moore, Florida Atlantic University

Nonprofits need a better understanding of the concepts of intellectual property (IP) to better protect and manage both IP generated by the organization and any IP that may be associated with gift-in-kind (GIK) donations. Organizations must also become more effective at managing the IP they develop, particularly concerning copyrights, trademarks and protecting the institution's brand. The session will highlight an introduction to types of IP and discuss its importance to nonprofits.

Convergence: How Five Trends Will Impact the Nonprofit Sector

Heather Gowdy, Senior Associate, La Piana Consulting

In December of 2008, La Piana Consulting launched NonprofitNext, a research initiative intended to identify and explore ways in which five key trends will converge to shape the nonprofit sector of the future. Join an interactive dialogue surrounding the results of this initiative. Research focused on generational and other demographic shifts, the rise and impact of social media and other technological advances, the growing importance of networks as a means for effecting change, the role of volunteerism and civic engagement in society, and the blurring of sector boundaries.

Criminal Background Checks

Administration/Program Management

Every nonprofit should have a thorough understanding of background checks and a comprehensive background screening policy and procedure for all employees and volunteers. This workshop will provide nonprofits with a deeper understanding of criminal court records, fingerprinting rules and regulations, background screening policy's, safer hiring do's and don'ts, the Florida VECHS program and much more valuable information.

Navigating Strategic Planning in a Shipwrecked Economy

Paul Leboffe, Leboffe & Associates

This strategic planning workshop goes beyond the usual mechanics of strategic planning with a  goal to engage and entertain CEOs and Executive Directors who have a range of experience with strategic planning.  Three fundamental concepts shape this session:  innovation must influence organizational planning and effectiveness; conventional planning is good, but incomplete; and CEOs want insights, practical ideas, and useful tools to make themselves and  their organizations more efficient.

The Investment-Driven Model™: Strategic Advantages for a Tight Economy

Tom Ralser, CONVERGENT Nonprofit Solutions

Learn the basics of the Investment-Driven Model™ in an interactive, hands-on workshop.  These techniques have been shown to be highly effective in today’s fundraising environment.  Nonprofit must use every tool available to ensure funding in a tight-money environment.  Raser, author of ROI for Nonprofits and founder of Capital Strategists Group, explores why a slow economy need not be threatening, and how a strategy that incorporates ROI can not only strengthen a funding portfolio, but the nonprofit organization itself. 

How Telling the Right Story Advances Resource Development

Robert B. Kovacevich, Avatar Company & Rick Stone, Principal, I.D.E.A.S.

Marketing & Communications

I.D.E.A.S., a former Disney company responsible for innovative communications and marketing has joined with Avatar to produce a 3 hour presentation that provides in theory and practice how identifying, developing and telling the right story to the right audience increases contributed income, foundation awards and favorable public awareness. Visit http://www.ideasorlando.com/ and http://www.avatarcompany.com to learn more about the presenters.

Convergence: How Five Trends Will Impact the Nonprofit Sector (Hands-On Workshop)

Heather Gowdy, Senior Associate, La Piana Consulting

Participating Panelists: Patrick McNamara, Housing Partnership; Christine Oberlink, United Way of Palm Beach County; Jack Lansing, Merrill Lynch

Ms. Gowdy will lead an in-depth exploration of the trends impacting nonprofits as presented in the NonprofitNext research initiative.  Community leaders will respond to the research and provide their perspective on these and other trends they consider critical to the future of nonprofits. Participants will then engage in small group discussions to develop strategies for addressing impending changes in the nonprofit environment. (See description of Convergence research Wednesday, Session 3E)

Volunteer Management Training (Part 1)

Administration/Volunteer Management

Participants will be guided through an in-depth volunteer training program which prepares professionals to recruit, train, and supervise volunteers for nonprofit service.

Avoid the “Rabbit Hole” of Strategic Planning: Lewis Carroll Was Right, “If You Don’t Know Where You Are Going, Any Road Will Get You There.”  --Hands On!

Ron Moffett, Quality HR Consulting Group, LLC

Leadership & Governance

The workshop provides a framework for observing and thinking about strategic planning that clearly defines the work necessary for high performance.  Participants will gain a better understanding of where their organization sits on the high performance continuum, obtain a set of diagnostic tools and identify choices of interventions to achieve high performance.  Topics also include setting direction, gap analysis, strategic planning competencies, and action planning.

Carol Hodnett, Martin Volunteers, United Way of Martin County

Dianne Young, Associate Director, Martin Volunteers, United Way of Martin County

Participants will be guided through an in-depth volunteer training program which prepares professionals to recruit, train, and supervise volunteers for nonprofit service.

Develop and Implement Your Own Program Evaluation

Catherine Raymond, Raymond Consulting, Inc.