Naomi Takeuchi, M.B.A., naomi@1000cranes.com
This event is part of a the Nonprofit Management Intensive Track Program series. Click to register for this series.
Partici pants will examine the strategic plan as an important tool for the nonpr ofit organization. This course will focus on the basic components of the strategic plan and discuss the planning process utilizing a variety of business practice tools to evaluate the organization. Tools include the SWOT Analysis, BCG Matrix, Sustainability Matrix and the Strategy Canvas . This course will provide an opportunity for students to use the tools to begin constructing ideas to incorporate into a strategic plan.
Key Learning Objectives:
Bio: Naomi Takeuchi, MBA, is President and Founder of 1000 Cranes, LLC, a l eadership development firm based in Washington, DC and Charlotte, NC. Na omi holds a B.A. from the University of California at Berkeley and an Ex ecutive MBA from UNC- Chapel Hill. As a high impact speaker, Naomi regularly presents to executives worldwide.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit - Financial Management UID:BAD1EFC20AEF08B8370EEDC5F8B2D779 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART;VALUE=DATE:20160404 DTSTAMP:20260415T154731 DESCRIPTION: Melissa LeRoy, melissaleroy@gmail.comThis event is part of a t he Nonprofit Management Intensive Track Program series. Click to registe r for this series.This course provides an understanding of financial man agement for nonprofits and focuses on topics integral to nonprofit fisca l management. Learn finance terms as they relate to the effective operation of a nonprofit organization. Discuss how to track income and expenses to specific programs to fulfill expectations of funders, d onors and the IRS. The role of the board, staff, and committees ar e covered. Become familiar with the standards of excellence for no nprofit organizations and gain an understanding of financial statements, budgeting, and surviving an audit.Key Learning Objectives:Understand ho w to read and interpret financial reports and recordsGain knowledge on h ow to obtain the complete bottom line on programsUse tools and skills to give foundations the results they ask forUnderstand the year-end audit and 990Bio: Melissa LeRoy holds a Duke Certificate in Nonprofit Manageme nt and a Duke Advanced Certificate in Nonprofit Leadership. She teaches non-profit management classes throughout North Carolina, South Carolina & Virginia. Melissa is a board member of the NC Center for Non-Profi ts, and is designated as a nonprofit mentor for the western region of NC . She contributes a regular “Non-Profit Leadership” column t o the Tryon Daily Bulletin, and offers her services as a consultant thro ugh her firm, On Fire Non-Profit Consulting X-ALT-DESC;FMTTYPE=text/html:\nMelissa LeRoy, melissaleroy@gmail.com
This event is part of a th e Nonprofit Management Intensive Track Program series. Click to register for this series.
This course provides an understanding of financial management for nonprofits and foc uses on topics integral to nonprofit fiscal management. Learn fina nce terms as they relate to the effective operation of a nonprofit organ ization. Discuss how to track income and expenses to specific prog rams to fulfill expectations of funders, donors and the IRS. The r ole of the board, staff, and committees are covered. Become famili ar with the standards of excellence for nonprofit organizations and gain an understanding of financial statements, budgeting, and surviving an a udit.
Key Learning Objectives:
Bio: Melissa LeRoy holds a Duke Certificate in Nonprofit Management and a Duke Advanced Cer tificate in Nonprofit Leadership. She teaches non-profit management clas ses throughout North Carolina, South Carolina & Virginia. Melissa is a board member of the NC Center for Non-Profits, and is designated as a nonprofit mentor for the western region of NC. She contributes a regula r “Non-Profit Leadership” column to the Tryon Daily Bulletin , and offers her services as a consultant through her firm, On Fire Non- Profit Consulting
\n END:VEVENT BEGIN:VEVENT SUMMARY:Social Enterprise UID:BAD1EFD5C059189BC79E36B56DFD4E67 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART;VALUE=DATE:20160405 DTSTAMP:20260415T154731 DESCRIPTION: Matthew Nash, M.B.A., mnash@duke.eduThis event is part of a th e Nonprofit Management Intensive Track Program series. Click to register for this series.Is earned income right for your nonprofit business? In the face of increasing competition for limited and volatile philanthropi c funding, many nonprofits are turning to earned income ventures as a po tential alternative to traditional nonprofit fundraising strategies.Key Learning Objectives:Learn what a social enterprise isDiscuss the charact eristics of a successful enterpriseIdentify and evaluate strengths throu gh an organizational audit and how to translate those strengths into soc ial enterprise opportunitiesEngage in a process to evaluate the identifi ed opportunities in an effort to determine which should be studied in mo re detail through a feasibility assessmentBio: Matthew T.A. Nash, M.B.A. , is the managing director for social entrepreneurship for the Duke Inno vation and Entrepreneurship Initiative. He also directs the Social Entre preneurship Accelerator at Duke (SEAD), a USAID development lab for scal ing innovations in global health. Matt has extensive domestic and intern ational social and public sector experience in social entrepreneurship a nd social enterprise, strategic planning, organization development, perf ormance measurement, board development and governance, business process transformation, and leadership development. X-ALT-DESC;FMTTYPE=text/html:\nMatthew Nash, M.B.A., mnash@duke.edu
This event is part of a the Nonprof it Management Intensive Track Program series. Cli ck to register for this series.
Is earned income righ t for your nonprofit business? In the face of increasing competition for limited and volatile philanthropic funding, many nonprofits are turning to earned income ventures as a potential alternative to traditional non profit fundraising strategies.
Key Learning Objectives:
B io: Matthew T.A. Nash, M.B.A., is the managing director for soc ial entrepreneurship for the Duke Innovation and Entrepreneurship Initia tive. He also directs the Social Entrepreneurship Accelerator at Duke (S EAD), a USAID development lab for scaling innovations in global health. Matt has extensive domestic and international social and public sector e xperience in social entrepreneurship and social enterprise, strategic pl anning, organization development, performance measurement, board develop ment and governance, business process transformation, and leadership dev elopment.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Risk Management for Nonprofits UID:BAD1EFE9A4B34F0403C8894857E42A04 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART;VALUE=DATE:20160406 DTSTAMP:20260415T154731 DESCRIPTION: Hudson Fuller, J.D., M.P.H., hudsonfuller@yahoo.com This event is part of a the Nonprofit Management Intensive Track Program series. C lick to register for this series.Risk management for nonprofits goes far beyond having insurance policies and doing background checks on employe es. This workshop will give you an overview of risk management and help you identify the possible risks to your organization and develop a plan to minimize those risks, including the areas of financial management, pe rsonnel management and volunteer risk management. We will look at how go od policies and a good plan can reduce an agency's risk, as well as the board's role in risk management.Key Learning Objectives:Describe the ris k management processDevelop strategies for managing risk within their no nprofitsUnderstand the role insurance plays in risk managementArticulate to others within their nonprofits the importance of risk managementBio: Hudson Fuller, J.D., M.P.H. is an attorney who has spent 25 years worki ng in the non-profit sector. She has served on several boards and as the executive director of two nonprofits. She was one of the founders of the Family Violence Prevention Center of Orange County and many year s later, facilitated the successful merger of that agency with another n onprofit. She earned the Duke Certificate in Nonprofit Management in 200 2. X-ALT-DESC;FMTTYPE=text/html:\nHudson Fuller, J.D., M.P.H., hudsonfuller@yahoo.com
This event is part of a the Nonprofit Management Intensive Track Program series. Click to register for this series.
Risk management for nonprofits goes far beyond having insurance polic ies and doing background checks on employees. This workshop will give yo u an overview of risk management and help you identify the possible risk s to your organization and develop a plan to minimize those risks, inclu ding the areas of financial management, personnel management and volunte er risk management. We will look at how good policies and a good plan ca n reduce an agency's risk, as well as the board's role in risk managemen t.
Key Learning Objectives:
Bio: Hudson Fuller, J.D., M.P. H. is an attorney who has spent 25 years working in the non-profit secto r. She has served on several boards and as the executive director of two nonprofits. She was one of the founders of the Family Violence Pr evention Center of Orange County and many years later, facilitated the s uccessful merger of that agency with another nonprofit. She earned the D uke Certificate in Nonprofit Management in 2002.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Developing an Active Engaged Board of Directors UID:BAD1EFFCEDAEEFC43A35EC46124D56C2 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170404T050000 DTEND:20170404T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: John Curtis, Ph.D., jcurtis@iodinc.comThis class will focus on the roles and responsibilities of the board. Discus sion will include development of active and engaged members, how to rais e major gifts, how to elevate board members competency in fundraising, a nd demystifying how to find new donors and new dollars.The energy of the board becomes contagious, permeating the entire organization, and when it does -- everyone feels the effects -- the staff, volunteers, and most importantly, the donors who could make major gifts to the organization. This class is appropriate for new or experienced nonprofit leaders and their board members. Key Learning Objectives:1. & nbsp; Understand the board’s role in capacity-building by doing proper strategic planning and major gifts’ fundraising.2 . Define the elements of a successful and divers e plan to raise funds through events, institutional, and donor-driven fu ndraising. Bio: John Curtis, Ph.D., has 40 years of experienc e as an organizational development consultant and researcher in the nonp rofit sector. He has a proven track record bringing sound organizational development principles and evidence-based capacity building practices t o hundreds of nonprofits nationwide. John regularly teaches strategic pl anning, board development, change management, and fundraising.Register b y clicking the orange button on this page. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: John Curtis, Ph.D., jcurtis@iodinc.com
This c lass will focus on the roles and responsibilities of the board. Di scussion will include development of active and engaged members, how to raise major gifts, how to elevate board members competency in fundraisin g, and demystifying how to find new donors and new dollars.
The en ergy of the board becomes contagious, permeating the entire organization , and when it does -- everyone feels the effects -- the staff, volunteer s, and most importantly, the donors who could make major gifts to the or ganization. This class is appropriate for new or experienced nonprofit l eaders and their board members.
Key Lea rning Objectives:
1. Understand t he board’s role in capacity-building by doing proper strategic pla nning and major gifts’ fundraising.
2. &nbs p; Define the elements of a successful and diverse plan to raise funds t hrough events, institutional, and donor-driven fundraising.
Bio: John Curtis, Ph.D., has 40 years of experien ce as an organizational development consultant and researcher in the non profit sector. He has a proven track record bringing sound organizationa l development principles and evidence-based capacity building practices to hundreds of nonprofits nationwide. John regularly teaches strategic p lanning, board development, change management, and fundraising.
Register by clicking the orange but ton on this page.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Social Media for Nonprofits UID:BAD1F011DF840C64A9ACC8A7A532BC82 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170405T050000 DTEND:20170405T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Jeanne Allen, Ed.S. jeanneallennc@yahoo.com ;Social media is a journey, not a destination! Learn how a social media strategy may help your nonprofit improve its results. Discus s how to incorporate social media into as many areas of your nonprofit a s meaningful: including where to start; the questions you need to ask; h ow to become a continuous learner; and, identify what is included in soc ial media policy.Key Learning Objectives:1. Disc uss best practices for social media strategies and policies for nonprofi ts.2. Explore ways to balance the ethics and opp ortunities of social media.3. Discuss case studi es that demonstrate effective strategies and how to measure results.4.&n bsp; Identify ways to integrate social media int o multiple functional areas of nonprofits.Bio: Jeanne Allen has over 30 years of experience in the nonprofit sector in a variety of management a nd staff positions, including instructor in the Duke University Nonprofi t Management Program; independent consultant, Management Consultant at G irl Scouts USA National Headquarters; and Assistant Dean, Multicultural Programs, Westchester (NY) Community College. Ms. Allen holds an Ed .S. In Instructional Systems Technology and MS in Adult Education from I ndiana University. She is a Board Source Certified Governance Trainer.Re gister by clicking the orange button on this page. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Jeanne Allen, Ed.S. jeanneallennc@yahoo.com&nb sp;
Social media is a journey, not a destination! Learn how a social media strategy may help your nonprofit improve its results.&nbs p; Discuss how to incorporate social media into as many areas of your no nprofit as meaningful: including where to start; the questions you need to ask; how to become a continuous learner; and, identify what is includ ed in social media policy.
Key Learning Objectives:
1. Discuss best practices for social me dia strategies and policies for nonprofits.
2. &n bsp; Explore ways to balance the ethics and opportunities of social medi a.
3. Discuss case studies that demonstrat e effective strategies and how to measure results.
4. & nbsp; Identify ways to integrate social media into multiple functional areas of nonprofits.
Bio: Jeanne Allen has over 30 years of experience in the nonprofit sector in a variety of management and staff positions, including instructor in the Duke Univer sity Nonprofit Management Program; independent consultant, Management Co nsultant at Girl Scouts USA National Headquarters; and Assistant Dean, M ulticultural Programs, Westchester (NY) Community College. Ms. Alle n holds an Ed.S. In Instructional Systems Technology and MS in Adult Edu cation from Indiana University. She is a Board Source Certified Governan ce Trainer.
Register by cli cking the orange button on this page.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Community Engagement and Collaboration UID:BAD1F023CB2FD52E8B2AD2DD362F7341 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170406T050000 DTEND:20170406T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Ruth Peebles, MPA, rpeebles@theinsgroup.com ;Collaboration happens when a number of nonprofit community agencies, or ganizations, and individuals come together to make a commitment to work together.Key Learning Objectives:1. Learn how ag encies, organizations, and individuals come together.2. ; Discuss what happens when community groups make an effort to wor k together and what the expected results are.Bio: Ruth Peebles, MP A, President/Founder of The INS Group, offers more than 25 years of hand s-on experience in nonprofit management. She provides the followin g organizational development services to nonprofits, faith-based institu tions and government agencies: Grant Writing and Research, Strateg ic Planning, Strategic Fund Development Planning, Board Development, Exe cutive Coaching, Organizational Assessment and Project Management Servic es.Register by clicking the orange button on this page. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Ruth Peebles, MPA, rpeebles@theinsgroup.com&n bsp;
Collaboration happens when a number of nonprofit community ag encies, organizations, and individuals come together to make a commitmen t to work together.
Key Learning Objectives:
< p>1. Learn how agencies, organizations, and indi viduals come together.2. Discuss what hap pens when community groups make an effort to work together and what the expected results are.
Bio: Ruth Peebles, MP A, President/Founder of The INS Group, offers more than 25 years of hand s-on experience in nonprofit management. She provides the followin g organizational development services to nonprofits, faith-based institu tions and government agencies: Grant Writing and Research, Strateg ic Planning, Strategic Fund Development Planning, Board Development, Exe cutive Coaching, Organizational Assessment and Project Management Servic es.
Register by clicking th e orange button on this page.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Writing for a Nonprofit Business Plan UID:BAD1F036D0A2CDA5914F0D37E1BFC678 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170403T050000 DTEND:20170403T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Matthew Nash, mnash@duke.eduA business plan is a crit ical component to operating efficiently and successfully. This class foc uses on how to prepare a business plan for your nonprofit. You will lear n the basics of how to prepare a document, which will help you in tracki ng the performance of your organization and be a tool for taking your or ganization into the future. Normally, a nonprofit creates a business pla n because they want to manage better -- to share it internally, or with potential donors. Key Learning Objectives1. ; Understand how to write a nonprofit business plan.2. Know the advantages of writing a nonprofit business plan.3. Understand the importance of having a plan to h elp track the performance of your nonprofit.Bio: Matthew T.A. Nash , M.B.A., is the managing director for social entrepreneurship for the D uke Innovation and Entrepreneurship Initiative. He also directs the Soci al Entrepreneurship Accelerator at Duke (SEAD), a USAID development lab for scaling innovations in global health. Matt has extensive domes tic and international social and public sector experience in social entr epreneurship and social enterprise, strategic planning, organization dev elopment, performance measurement, board development and governance, bus iness process transformation, and leadership development.Register by cli cking the orange button on this page. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Matthew Nash, mnash@duke.edu
A business plan is a crit ical component to operating efficiently and successfully. This class foc uses on how to prepare a business plan for your nonprofit. You will lear n the basics of how to prepare a document, which will help you in tracki ng the performance of your organization and be a tool for taking your or ganization into the future. Normally, a nonprofit creates a business pla n because they want to manage better -- to share it internally, or with potential donors.
Key Learning Objectives
1. Understand how to write a nonprof it business plan.
2. Know the advantages o f writing a nonprofit business plan.
3. Un derstand the importance of having a plan to help track the performance o f your nonprofit.
Bio: Matthew T.A. Nash, M .B.A., is the managing director for social entrepreneurship for the Duke Innovation and Entrepreneurship Initiative. He also directs the Social Entrepreneurship Accelerator at Duke (SEAD), a USAID development lab for scaling innovations in global health. Matt has extensive domestic and international social and public sector experience in social entrepr eneurship and social enterprise, strategic planning, organization develo pment, performance measurement, board development and governance, busine ss process transformation, and leadership development.
Register by clicking the orange button on th is page.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit?Board Development/Governance UID:BAD1F04DAFF0D559AC3A8707C7BB58F3 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART;VALUE=DATE:20160605 DTSTAMP:20260415T154731 DESCRIPTION: Marty Martin, J.D., M.P.A., marty_martin@martinlegalhelp.comTh is event is part of a the Nonprofit Management Intensive Track Program s eries. Click to register for this series.In order to be successful, nonp rofit organizations require strong leadership from their Board of Direct ors. The board responsibility is to manage the corporation which i ncludes, but is not limited to, overseeing the senior management’s effectiveness, organizational policies and procedures, and the executio n of its strategies. Learn the roles and responsibilities of the b oard, including its paramount duties, and why how board accountability r equires a fully engaged and active board of directors who manage the org anization. Discuss how you may increase board members commitment t o the mission and purpose of your organization, and how boards must fulf ill their legal and governance duties. This course addresses the f ollowing topics: the board’s role and responsibilities, the board and the executive director’s relationship, financial and legal res ponsibilities of the board, and how to recruit and select good board mem bers.Key Learning Objectives:Understand the board’s roles and resp onsibilitiesDiscuss how board accountability, prompted by a nonprofit&rs quo;s internal and external stakeholders, requires a fully engaged and a ctive board who manages the organizationBio: Marty Martin, J.D., M.P.A., Martin Law Firm, Raleigh, NC. Marty serves on the IRS Advisory Committe e for Tax Exempt and Government Entities (“ACT”). In a ddition to his law degree, he received a Master’s in Public Admini stration with a concentration in internal management of nonprofit/public sector organizations and networks from the Harvard Kennedy School. ; He is a Board Source Certified Governance Trainer. X-ALT-DESC;FMTTYPE=text/html:\nMarty Martin, J.D., M.P.A., marty_martin@martinlegalhelp.com
< strong>This event is part of a the Nonprofit Management Intensive Track Program series. Click to register for this series .
In order to be successful, nonprofit organizations require strong leadership from their Board of Directors. The board responsibility is to manage the corporation which includes, but is not limited to, overseeing the senior management’s effectiveness, orga nizational policies and procedures, and the execution of its strategies. Learn the roles and responsibilities of the board, including its paramount duties, and why how board accountability requires a fully enga ged and active board of directors who manage the organization. Dis cuss how you may increase board members commitment to the mission and pu rpose of your organization, and how boards must fulfill their legal and governance duties. This course addresses the following topics: the board’s role and responsibilities, the board and the executive di rector’s relationship, financial and legal responsibilities of the board, and how to recruit and select good board members.
Key Lear ning Objectives:
Bio : Marty Martin, J.D., M.P.A., Martin Law Firm, Raleigh, NC. Mar ty serves on the IRS Advisory Committee for Tax Exempt and Government En tities (“ACT”). In addition to his law degree, he rece ived a Master’s in Public Administration with a concentration in i nternal management of nonprofit/public sector organizations and networks from the Harvard Kennedy School. He is a Board Source Certified G overnance Trainer.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Planning & Evaluation UID:BAD1F061A1ACCB77513D6ECF0A7B2431 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART;VALUE=DATE:20160606 DTSTAMP:20260415T154731 DESCRIPTION: Teresa Thompson-Pinckney, Ph.D., contact@tpinckneyassociates.c omThis event is part of a the Nonprofit Management Intensive Track Progr am series. Click to register for this series.Program evaluation has an i mpact on a nonprofit’s services and sustainability. Discuss what i t takes to incorporate an effective and comprehensive program evaluation and ways in which it impacts potential funding and organizational susta inability. Learn ways in which program evaluation impacts potential fund ing and organizational sustainability. Gain a better understanding of the impact of your services by linking activities to outcomes and co st. This framework is relevant to all nonprofits regardless of the ir region.Key Learning Objectives:Understand the need for program evalua tionKnow how evaluations might impact funding and organizational sustain abilityBio: Teresa Thompson-Pinckney, Ph.D., is President of T. Pinckney & Associates, a consulting firm that specializes in organizational development through capacity building (program evaluation, strategic pla nning, needs assessments, board development, executive coaching and yout h development) for nonprofit, education, and governmental agencies. ; She has over 21 years of experience in the nonprofit sector. X-ALT-DESC;FMTTYPE=text/html:\nTeresa Thompson-Pinckney, Ph.D., contact@tpinckneyassociates.com
< p>This event is part of a the Nonprofit Management Intensive Tra ck Program series. Click to register for this ser ies.Program evaluation has an impact on a nonprofit& rsquo;s services and sustainability. Discuss what it takes to incorporat e an effective and comprehensive program evaluation and ways in which it impacts potential funding and organizational sustainability. Learn ways in which program evaluation impacts potential funding and organizationa l sustainability. Gain a better understanding of the impact of you r services by linking activities to outcomes and cost. This framew ork is relevant to all nonprofits regardless of their region.
Key Learning Objectives:
Bio: Teresa Thompson-Pinckne y, Ph.D., is President of T. Pinckney & Associates, a consulting fir m that specializes in organizational development through capacity buildi ng (program evaluation, strategic planning, needs assessments, board dev elopment, executive coaching and youth development) for nonprofit, educa tion, and governmental agencies. She has over 21 years of experien ce in the nonprofit sector.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Social Media UID:BAD1F075BABC675AF15AC41660B68492 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART;VALUE=DATE:20160607 DTSTAMP:20260415T154731 DESCRIPTION: Jeanne Allen, Ed.S, jeanneallennc@yahoo.comThis event is part of a the Nonprofit Management Intensive Track Program series. Click to r egister for this series.This class is designed to help nonprofits d evelop and improve their use of social media for business purposes. ; Discuss how to incorporate social media into as many areas of your non profit as meaningful - including where to start, the questions you need to ask and answer, how to become a continuous learner, identify what is included in a social media policy, and how a social media strategy may help nonprofits improve their results. Social media is a journey, n ot a destination.Key Learning Objectives:Analyze best practices for soci al media strategies and policies for nonprofitsExplore ways to balance t he ethics and opportunities of social mediaIdentify steps to integrate s ocial media into multiple functional areas of a nonprofitDiscuss case st udies that demonstrate effective strategies and how to measure res ultsBio: Jeanne Allen has over 30 years of experience in the nonprofit s ector in a variety of management and staff positions, including instruct or in the Duke University Nonprofit Management Program; independent cons ultant, Management Consultant at Girl Scouts USA National Headquarters; and Assistant Dean, Multicultural Programs, Westchester (NY) Community C ollege. Ms. Allen holds an Ed.S. in Instructional Systems Technolog y and MS in Adult Education from Indiana University. She is a Board Sour ce Certified Governance Trainer. X-ALT-DESC;FMTTYPE=text/html:\nJeanne Allen, Ed.S, jeanneallennc@yahoo.com
This event is part of a the Nonprofit Management Intensive Track Program series. Click to register for this series.
This class is designed to help nonprofits develop and improve their use of social media for business purposes. Discuss how to incorporate social media into as many areas of your nonprofit as meaningful - includ ing where to start, the questions you need to ask and answer, how to bec ome a continuous learner, identify what is included in a social media po licy, and how a social media strategy may help nonprofits improve their results. Social media is a journey, not a destination.
Key L earning Objectives:
Bio: Jeanne Allen has over 30 years of experience in the nonprofit sector in a variety of man agement and staff positions, including instructor in the Duke University Nonprofit Management Program; independent consultant, Management Consul tant at Girl Scouts USA National Headquarters; and Assistant Dean, Multi cultural Programs, Westchester (NY) Community College. Ms. Allen ho lds an Ed.S. in Instructional Systems Technology and MS in Adult Educati on from Indiana University. She is a Board Source Certified Governance T rainer.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit-Fundraising UID:BAD1F0879A587115539FE0835FDD3CE0 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART;VALUE=DATE:20160608 DTSTAMP:20260415T154731 DESCRIPTION: John Curtis, Ph.D., jcurtis@iodinc.comThis event is part of a the Nonprofit Management Intensive Track Program series. Click to regist er for this series.Most nonprofits know their board has a key role in fu ndraising -- but few know exactly what it is nor how to get them to do i t. While nonprofit leaders may wish for a competent and committed fundra ising board, unfortunately, they often lack the strategies needed to dev elop a “Culture of Philanthropy” within their Board.In those special circumstances when it “clicks” when there is a &ldq uo;Culture of Philanthropy” in place, nothing is as productive or satisfying. The energy of the Board becomes contagious, permeating the e ntire organization, and when it does, everyone feels the effects -- the staff and volunteers, and most important, the donors who can make major gifts to the organization.But a “Culture of Philanthropy” an d a fundraising board that reflects it cannot be mandated, and it doesn& rsquo;t happen by chance. Instead, a fundraising board must be developed over time within a specific plan that teaches the skills and confidence needed to raise major gifts. Great fundraising boards are not born, the y’re built!This workshop will teach the board’s role in rais ing major gifts, show how to elevate a board member’s competency i n fundraising, and demystify how to find new donors and new dollars in y our community. This will be a short-shot, fast-paced and intensive sessi on appropriate for new or experienced nonprofit leaders and their board members.Key Learning Objectives:Understand the board’s role in cap acity-building by doing proper strategic planning and major gifts fundra ising.Identify the characteristics of a Culture of Philanthropy and how to close the gap between a traditional “hand-to-mouth” fundi ng model and the foundation for a major gifts campaign.Identify why dono rs give and why they don’t, and how to elevate the credibility and visibility of their nonprofit to build lifelong investors with existing and new donors.Define the elements of a successful and diverse plan to raise funds through events, institutional, and donor-driven fundraising. Bio: John Curtis, Ph.D., has 40 years’ experience as an organizati onal development consultant and researcher in the nonprofit sector. He h as a proven track record bringing sound organizational development princ iples and evidence-based capacity building practices to hundreds of nonp rofits nationwide. John regularly teaches strategic planning, board deve lopment, change management and fundraising. X-ALT-DESC;FMTTYPE=text/html:\nJohn Curtis, Ph.D., jcurtis@iodinc.com
This event is part of a the N onprofit Management Intensive Track Program series. Click to register for this series.
Most nonprofits know their board has a key role in fundraising -- but few know exactly what it is nor how to get them to do it. While nonprofit leaders may wis h for a competent and committed fundraising board, unfortunately, they o ften lack the strategies needed to develop a “Culture of Philanthr opy” within their Board.
In those special circumstances when it “clicks” when there is a “Culture of Philanthropy& rdquo; in place, nothing is as productive or satisfying. The energy of t he Board becomes contagious, permeating the entire organization, and whe n it does, everyone feels the effects -- the staff and volunteers, and m ost important, the donors who can make major gifts to the organization.< /p>
But a “Culture of Philanthropy” and a fundraising boar d that reflects it cannot be mandated, and it doesn’t happen by ch ance. Instead, a fundraising board must be developed over time within a specific plan that teaches the skills and confidence needed to raise maj or gifts. Great fundraising boards are not born, they’re built!
This workshop will teach the board’s role in raising major gif ts, show how to elevate a board member’s competency in fundraising , and demystify how to find new donors and new dollars in your community . This will be a short-shot, fast-paced and intensive session appropriat e for new or experienced nonprofit leaders and their board members.
< p>Key Learning Objectives:Bio: John Curtis, Ph.D., has 40 years’ experience as an organizational deve lopment consultant and researcher in the nonprofit sector. He has a prov en track record bringing sound organizational development principles and evidence-based capacity building practices to hundreds of nonprofits na tionwide. John regularly teaches strategic planning, board development, change management and fundraising.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Employment Law for Nonprofits UID:BAD1F09BC1249608F643600C175E0CAF ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170605T050000 DTEND:20170605T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Larry Warner, JD, MBA, larry@warnerlawoffices.ne t Nonprofits have an obligation to follow federal and state employm ent and labor laws. This course is designed to provide a practical overview of the main employment law issues that arise in nonprofit orga nizations. You will learn about state and federal laws that govern emplo yment policies and practices as well as recommended guidelines for minim izing risk.Key Learning Objectives:1. Understand state and federal employment laws that apply to nonprofits.2. &nbs p; Learn best practices for hiring employees and working wit h volunteers.3. Understand the rights and obliga tions within the employer-employee relationship.Bio: Larry Warner, JD, MBA, is the founder of Warner Law Offices, PLLC, specializes i n advising small and medium businesses, with a focus on health care prov iders, on a variety of legal topics. Over his 25 years practicing law, Larry has worked with clients on employment matters, employee handb ooks, corporate governance, licensing approvals, corporate formations, b usiness transactions and contractual agreements. Larry holds an MB A from George Washington University and a JD from Catholic University.Re gister by clicking the orange button on this page. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Larry Warner, JD, M BA, larry@warnerlawoffices.n et
Nonprofits have an obligation to follow federal and s tate employment and labor laws. This course is designed to provide a practical overview of the main employment law issues that arise in no nprofit organizations. You will learn about state and federal laws that govern employment policies and practices as well as recommended guidelin es for minimizing risk.
Key Learning Objectives:< /p>
1. Understand state and federal employment laws that apply to nonprofits.
2. Learn b est practices for hiring employees and working with volunteers.
3. Understand the rights and obligations within th e employer-employee relationship.
Bio: Larr y Warner, JD, MBA, is the founder of Warner Law Offices, PLLC, spec ializes in advising small and medium businesses, with a focus on health care providers, on a variety of legal topics. Over his 25 years pr acticing law, Larry has worked with clients on employment matters, emplo yee handbooks, corporate governance, licensing approvals, corporate form ations, business transactions and contractual agreements. Larry ho lds an MBA from George Washington University and a JD from Catholic Univ ersity.
Register by clicking the orange button on this page.
\n< /HTML> END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit ? Human Resource Development UID:BAD1F0AFBDEBD48837AA37A8B3CB3FD9 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170606T050000 DTEND:20170606T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Robert A. Kenney, Ph.D., ptt@lynchburg.net This class addresses skills that you can use at the individual level to help your staff with problems that may affect their job performance and satisfaction. Learn how to strategically respond to issues related to individual employee communications, motivation, delegation, and coac hing. Learn to actively listen to and give constructive feedback t o employees, volunteers, and clients; how common myths about employ ee motivation can make you a better motivator to your staff, and ho w to use their individual differences to help your employees stay fully motivated. Apply an effective step-by-step process for successful and mu tually beneficial delegation with shared, defined expectations. Prepare for and conduct a coaching session that could fully involve the staff me mber in understanding and mapping a strategy for performance improvement . The ability to help people experience success at work crea tes benefits for your employees, your volunteers, your leadership team, your organization, and those your organization serves. Key Learning Objectives:Actively listen to another’s message, to fully underst and its meaning.Clear up common myths about how to motivate people.Align people’s motivators with their individual needs.Apply an effectiv e step-by-step process for successful & mutually beneficial delegati on.Assess coaching situations to decide whether coaching is worth the ti me and effort.Conduct a coaching session.Bio: Robert Kenney, Ph.D., work s with people throughout the country as a part of the Duke Nonprofit Man agement Program. Along with teaching for the Program consistently since 1995, he works with other educational and nonprofit organizations, along with financial institutions, pharmaceutical and health care organ izations, manufacturing plants, commercial transportation companies, and local, state, and federal governmental agencies. Bob has a Ph.D. in Organizational Psychology.Register by clicking the orange button on t his page. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Robert A. Kenney, P h.D., ptt@lynchburg.net
This class addresses skills that you can use at the individual level to help your staff with problems that may affect their job performance a nd satisfaction. Learn how to strategically respond to issues rela ted to individual employee communications, motivation, delegation, and c oaching. Learn to actively listen to and give constructive feedbac k to employees, volunteers, and clients; how common myths about emp loyee motivation can make you a better motivator to your staff, and how to use their individual differences to help your employees stay ful ly motivated. Apply an effective step-by-step process for successful and mutually beneficial delegation with shared, defined expectations. Prepa re for and conduct a coaching session that could fully involve the staff member in understanding and mapping a strategy for performance improvem ent. The ability to help people experience success at work c reates benefits for your employees, your volunteers, your leadership tea m, your organization, and those your organization serves.
Key Learning Objectives:
Bio: Robert Kenney, Ph.D., works with people throughout
the country as a part of the Duke Nonprofit Management Program. A
long with teaching for the Program consistently since 1995, he works wit
h other educational and nonprofit organizations, along with financial in
stitutions, pharmaceutical and health care organizations, manufacturing
plants, commercial transportation companies, and local, state, and feder
al governmental agencies. Bob has a Ph.D. in Organizational Psycho
logy.
Register by clicking the orange button on this page.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit - Financial Management UID:BAD1F0C20F47E1A3DA3F9F29FFB116CC ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170607T050000 DTEND:20170607T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Ann V. Stratton, tavandervliet@hotmail.com Gain an understanding of financial management, financial statements, bud geting, and how to survive an audit. Focus on topics essential to nonprofit fiscal management. Learn finance terms as they relate to the effective operation of a nonprofit. Discuss how to track inco me and expenses to specific programs to fulfill expectations of funders, donors, and the Internal Revenue Services. Become familiar with t he standards of excellence for nonprofit organizations.Key Learning Obje ctives:Understand how to read and interpret financial reports and record sGain knowledge on how to obtain the complete bottom line on programs.Us e tools and skills to give foundations the results they ask for.Understa nd the year-end audit and 990. Bio: Ann Vandervliet Stratton serves as the Executive Director of Smart Beginnings Danville Pittsylvan ia, a regional school readiness coalition in southern Virginia. Sh e has strategically directed public and private investments of $7.5 mill ion dollars since 2011 resulting in a 50% improvement on the state' s pre-literacy assessment in Danville.She holds a BA in International St udies from USC, and a Duke University Certificate in Nonprofit Managemen t. Ann has 20 years of experience in non-profit management wi th a strong background in systems development. She has served in a variety of leadership roles and has worked closely with local , state and federal funders. She has chaired the Danville Public S chools Foundation Board, served on VA’s Early Childhood Counc il, and the Danville Pittsylvania Community Policy Management Board.Register by clicking the orange button on this page. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Ann V. Stratton, tavandervliet@hotmail.com&n bsp;
Gain an understanding of financial management, financial stat ements, budgeting, and how to survive an audit. Focus on topics es sential to nonprofit fiscal management. Learn finance terms as the y relate to the effective operation of a nonprofit. Discuss how to track income and expenses to specific programs to fulfill expectations of funders, donors, and the Internal Revenue Services. Become fami liar with the standards of excellence for nonprofit organizations.
Key Learning Objectives:
Bio:&nb sp; Ann Vandervliet Stratton serves as the Executive Director o f Smart Beginnings Danville Pittsylvania, a regional school readiness co alition in southern Virginia. She has strategically directed publi c and private investments of $7.5 million dollars since 2011 resulting i n a 50% improvement on the state's pre-literacy assessment in Danvi lle.
She holds a BA in International Studies from USC, and a Duke University Certificate in Nonprofit Management. Ann has 20 ye ars of experience in non-profit management with a strong background in s ystems development. She has served in a variety of leadership roles and has worked closely with local, state and federal funders . She has chaired the Danville Public Schools Foundation Board,&nb sp;served on VA’s Early Childhood Council, and the Danville P ittsylvania Community Policy Management Board.
Register by clicking the o range button on this page.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Understanding Strategic Planning UID:BAD1F0D49D71A71C46D13DA0FFAC7EDE ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170608T050000 DTEND:20170608T120000 DTSTAMP:20260415T154731 DESCRIPTION: Nonprofit –Sustainable Strategic PlanningSpeaker: J eanne Allen, jeanneallennc@yahoo.com Students will examine the stra tegic plan as an important tool for the nonprofit organization. Focus on the basic components of a nonprofit Strategic Plan and discuss the plan ning process using a variety of business practice tools to evaluate the organization. Tools include the SWOT Analysis, BCG Matrix, Sustainabilit y Matrix and the Strategy Canvas. This course will provide an opportunit y for students to use the tools to begin constructing ideas to incorpora te into a strategic plan.Key Learning Objectives:1. &nb sp; Understand the components of a Nonprofit Strategic Plan.2. &nbs p; Use the analysis tools in a group setting to review an or ganization.3. Understand what is needed to run a successful nonprofit strategic plan retreat.Bio: Jeanne Allen has over 30 years of experience in the nonprofit sector in a variety of managemen t and staff positions, including instructor in the Duke Nonprofit Manage ment Program; independent consultant, management consultant at Girl Scou ts USA National Headquarters; and Assistant Dean/Multicultural Programs, Westchester, NY Community College. Ms. Allen holds an E.D.S . in Instructional Systems Technology and a MS in Adult Education from I ndiana University. She is a Board Source Certified Governance Trai ner.Register by clicking the orange button on this page. X-ALT-DESC;FMTTYPE=text/html:\nNonprofit –Sustainable Strategic Planning
Speaker: Jeanne Allen, jeanneallennc@yahoo.com
Students will examine the strategic plan as an important tool for the nonprofit organi zation. Focus on the basic components of a nonprofit Strategic Plan and discuss the planning process using a variety of business practice tools to evaluate the organization. Tools include the SWOT Analysis, BCG Matri x, Sustainability Matrix and the Strategy Canvas. This course will provi de an opportunity for students to use the tools to begin constructing id eas to incorporate into a strategic plan.
Key Learning Obj ectives:
1. Understand the compon ents of a Nonprofit Strategic Plan.
2. Use the analysis tools in a group setting to review an organization.
3. Understand what is needed to run a successful nonprofit strategic plan retreat.
Bio: Jeanne Al len has over 30 years of experience in the nonprofit sector in a variety of management and staff positions, including instructor in the Duke Non profit Management Program; independent consultant, management consultant at Girl Scouts USA National Headquarters; and Assistant Dean/Multicultu ral Programs, Westchester, NY Community College. Ms. Allen h olds an E.D.S. in Instructional Systems Technology and a MS in Adult Edu cation from Indiana University. She is a Board Source Certified Go vernance Trainer.
Register by clicking the orange button on this page.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Writing Federal/State Grants and Compliance UID:BAD1F0E7E89013F4B62567A777A9E9B8 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20160426T050000 DTEND:20160426T120000 DTSTAMP:20260415T154731 DESCRIPTION: Ruth Peebles, rpeebles@theinsgroup.comThis course offers a rev iew of the criteria for federal and state grant applications. It is desi gned to help participants assess whether federal or state grant opportun ities are a good fit for their organization and understand what types of programs might be most likely to receive an award. Focus on the importa nt components of grant applications including: abstract, need statement, goals and objectives, methodology, evaluation, and the budget. Particip ants will be guided through the grants management process - from prepara tion of a grant proposal to the fiscal report preparation. Topics includ e: monitoring and reporting requirements, fiscal management, accountabil ity, and compliance. The course is designed for beginners and experience d grant seekers.Key Learning Objectives:Navigate through federal and sta te funding processesConduct grant research via the Internet, publication s, other sources, and prioritize funding opportunitiesRead and understan d requests for proposalsBuild collaborations and use evaluatorsDetermine the most effective writing strategies and styles for Federal and state grant applicationsBio: Ruth Peebles, MPA, President and Founder of The I NS Group, offers more than 25 years of hands-on experience in nonprofit management. She provides the following organizational development servic es to nonprofits, faith-based institutions and government agencies: Gran t Writing and Research, Strategic Planning, Strategic Fund Development P lanning, Board Development, Executive Coaching, Organizational Assessmen t and Project Management Services. X-ALT-DESC;FMTTYPE=text/html:\nRuth Peebles, rpeebles@theinsgroup.com
This course offers a review of the criteria for federal and state grant applications. It is designed to help participants assess whether federal or state grant opportunities a re a good fit for their organization and understand what types of progra ms might be most likely to receive an award. Focus on the important comp onents of grant applications including: abstract, need statement, goals and objectives, methodology, evaluation, and the budget. Participants wi ll be guided through the grants management process - from preparation of a grant proposal to the fiscal report preparation. Topics include: moni toring and reporting requirements, fiscal management, accountability, an d compliance. The course is designed for beginners and experienced grant seekers.
Key Learning Objectives:
Bio: Ruth Peebles, MPA, President and Founder of The INS Group, offers more than 25 years of hands-on experience in nonp rofit management. She provides the following organizational development services to nonprofits, faith-based institutions and government agencies : Grant Writing and Research, Strategic Planning, Strategic Fund Develop ment Planning, Board Development, Executive Coaching, Organizational Ass essment and Project Management Services.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Strategy for Nonprofit Organizations UID:BAD1F0F9E7DB66C6DFC1D53979706FFF ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20160524T050000 DTEND:20160524T120000 DTSTAMP:20260415T154731 DESCRIPTION: Matt Nash, mnash@duke.eduParticipants will examine the strateg ic plan as an important tool for the nonprofit organization. This course will focus on the basic components of the strategic plan and discuss th e planning process utilizing a variety of business practice tools to eva luate the organization. Tools include the SWOT Analysis, BCG Matrix, Sus tainability Matrix and the Strategy Canvas. This course will provide an opportunity for students to use the tools to begin constructing ideas to incorporate into a strategic plan.Key Learning Objectives:Understand co mponents of a strategic planUtilize the analysis tools in a group settin g to review an organizationDevelop an understanding of what is needed to run a successful strategic planning retreatBio: Matthew T.A. Nash, M.B. A., is the managing director for social entrepreneurship for the Duke In novation and Entrepreneurship Initiative. He also directs the Social Ent repreneurship Accelerator at Duke (SEAD), a USAID development lab for sc aling innovations in global health. Matt has extensive domestic and inte rnational social and public sector experience in social entrepreneurship and social enterprise, strategic planning, organization development, pe rformance measurement, board development and governance, business proces s transformation, and leadership development. X-ALT-DESC;FMTTYPE=text/html:\nMatt Nash, mnash@d uke.edu
Participants will examine the strategic plan as an imp ortant tool for the nonprofit organization. This course will focus on th e basic components of the strategic plan and discuss the planning proces s utilizing a variety of business practice tools to evaluate the organiz ation. Tools include the SWOT Analysis, BCG Matrix, Sustainability Matri x and the Strategy Canvas. This course will provide an opportunity for s tudents to use the tools to begin constructing ideas to incorporate into a strategic plan.
Key Learning Objectives:
Bio: Matthew T.A. Nash, M.B.A., is the managing di rector for social entrepreneurship for the Duke Innovation and Entrepren eurship Initiative. He also directs the Social Entrepreneurship Accelera tor at Duke (SEAD), a USAID development lab for scaling innovations in g lobal health. Matt has extensive domestic and international social and p ublic sector experience in social entrepreneurship and social enterprise , strategic planning, organization development, performance measurement, board development and governance, business process transformation, and leadership development.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Risk Management for Nonprofits UID:BAD1F10CDCC0144449323E696A2DCC4C ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20160628T050000 DTEND:20160628T120000 DTSTAMP:20260415T154731 DESCRIPTION: Hudson Fuller, hudsonfuller@yahoo.comRisk management for nonpr ofits goes far beyond having insurance policies and doing background che cks on employees. This workshop will give you an overview of risk manage ment and help you identify the possible risks to your organization and d evelop a plan to minimize those risks, including the areas of financial management, personnel management and volunteer risk management. We will look at how good policies and a good plan can reduce an agency's risk, a s well as the board's role in risk management.Key Learning Objectives:De scribe the risk management processDevelop strategies for managing risk w ithin their nonprofitsUnderstand the role insurance plays in risk manage mentArticulate to others within their nonprofits the importance of risk managementBio: Hudson Fuller, J.D., M.P.H. is an attorney who has spent 25 years working in the non-profit sector. She has served on sever al boards and as the executive director of two nonprofits. Hudson was on e of the founders of the Family Violence Prevention Center of Orange Cou nty and many years later, facilitated the successful merger of that agen cy with another nonprofit. She earned the Duke Certificate in Nonprofit Management in 2002. X-ALT-DESC;FMTTYPE=text/html:\nHudson Fuller, hudsonfuller@yahoo.com
Risk management for nonprofits goe s far beyond having insurance policies and doing background checks on em ployees. This workshop will give you an overview of risk management and help you identify the possible risks to your organization and develop a plan to minimize those risks, including the areas of financial managemen t, personnel management and volunteer risk management. We will look at h ow good policies and a good plan can reduce an agency's risk, as well as the board's role in risk management.
Key Learning Objectives:
Bio: Hudson Fuller, J.D., M.P.H. is an attorney who has spent 25 ye ars working in the non-profit sector. She has served on several bo ards and as the executive director of two nonprofits. Hudson was one of the founders of the Family Violence Prevention Center of Orange County a nd many years later, facilitated the successful merger of that agency wi th another nonprofit. She earned the Duke Certificate in Nonprofit Manag ement in 2002.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Board Development/Governance UID:BAD1F11E926BEED682B3DEC6C6ECD7F7 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20160726T050000 DTEND:20160726T120000 DTSTAMP:20260415T154731 DESCRIPTION: Jeanne Allen, jeanneallen@yahoo.comIn order to be successful, nonprofit organizations require strong leadership from their Board of Di rectors. The board responsibility is to manage the corporation whi ch includes, but is not limited to, overseeing the senior management&rsq uo;s effectiveness, organizational policies and procedures, and the exec ution of its strategies. Learn the roles and responsibilities of t he board, including its paramount duties, and why how board accountabili ty requires a fully engaged and active board of directors who manage the organization. Discuss how you may increase board members commitme nt to the mission and purpose of your organization, and how boards must fulfill their legal and governance duties. This course addresses t he following topics: the board’s role and responsibilities, the bo ard and the executive director’s relationship, financial and legal responsibilities of the board, and how to recruit and select good board members.Key Learning Objectives:Understand the board’s roles and responsibilitiesDiscuss how board accountability, prompted by a nonprofi t’s internal and external stakeholders, requires a fully engaged a nd active board who manages the organizationBio: Jeanne Allen has over 3 0 years of experience in the nonprofit sector in a variety of management and staff positions, including instructor in the Duke University Nonpro fit Management Program; independent consultant, Management Consultant at Girl Scouts USA National Headquarters; and Assistant Dean, Multicultura l Programs, Westchester (NY) Community College. Ms. Allen holds an Ed.S. in Instructional Systems Technology and MS in Adult Education from Indiana University. She is a Board Source Certified Governance Trainer. X-ALT-DESC;FMTTYPE=text/html:\nJeanne Allen, jeanneallen@yahoo.com
In order to be successful, nonprofit organizations require strong leadership from their Board of Directors.&n bsp; The board responsibility is to manage the corporation which include s, but is not limited to, overseeing the senior management’s effec tiveness, organizational policies and procedures, and the execution of i ts strategies. Learn the roles and responsibilities of the board, including its paramount duties, and why how board accountability require s a fully engaged and active board of directors who manage the organizat ion. Discuss how you may increase board members commitment to the mission and purpose of your organization, and how boards must fulfill th eir legal and governance duties. This course addresses the followi ng topics: the board’s role and responsibilities, the board and th e executive director’s relationship, financial and legal responsib ilities of the board, and how to recruit and select good board members.< /p>
Key Learning Objectives:
Bio: Jeanne Allen has over 30 years of experience in the nonprofit sector in a variety of management and staff positions, in cluding instructor in the Duke University Nonprofit Management Program; independent consultant, Management Consultant at Girl Scouts USA Nationa l Headquarters; and Assistant Dean, Multicultural Programs, Westchester (NY) Community College. Ms. Allen holds an Ed.S. in Instructional S ystems Technology and MS in Adult Education from Indiana University. She is a Board Source Certified Governance Trainer.
\n END:VEVENT BEGIN:VEVENT SUMMARY:How to Write a Nonprofit Business Plan UID:BAD1F12FB2E9CD14267E26B158F767DC ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20160823T050000 DTEND:20160823T120000 DTSTAMP:20260415T154731 DESCRIPTION: Naomi Takeuchi, naomi@1000cranes.comA business plan is an impo rtant component to operating nonprofits efficiently and successfully. To remain in existence, nonprofit organizations find that it is necessary to perform in a more businesslike fashion. Learn the basics of how to pr epare a document that will help you in tracking the performance of your nonprofit and be a tool for taking it into the future. Normally, a nonpr ofit creates a business plan because they want to manage better -- to sh are it internally, or with potential donors.Key Learning Objectives:Unde rstand why writing a business plan is a critical component to operating a nonprofitKnow the advantages of writing a business planBio: Naomi Take uchi, MBA, is President and Founder of 1000 Cranes, LLC, a leadership de velopment firm based in Washington, DC and Charlotte, NC. Naomi holds a B.A. from the University of California at Berkeley and an Executive MBA from UNC- Chapel Hill. As a high impact speaker, Naomi regularly p resents to executives worldwide. X-ALT-DESC;FMTTYPE=text/html:\nNaomi Takeuchi, naomi@1000cranes.com
A business plan is an important compo nent to operating nonprofits efficiently and successfully. To remain in existence, nonprofit organizations find that it is necessary to perform in a more businesslike fashion. Learn the basics of how to prepare a doc ument that will help you in tracking the performance of your nonprofit a nd be a tool for taking it into the future. Normally, a nonprofit create s a business plan because they want to manage better -- to share it inte rnally, or with potential donors.
Key Learning Objectives:
Bio: Naomi Takeuchi, MBA, is President a nd Founder of 1000 Cranes, LLC, a leadership development firm based in W ashington, DC and Charlotte, NC. Naomi holds a B.A. from the University of California at Berkeley and an Executive MBA from UNC- Chapel Hill.&nb sp; As a high impact speaker, Naomi regularly presents to executives wor ldwide.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Succession and Transition Planning for Nonprofits UID:BAD1F140A29EAF0F471FFCC9AE19599D ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20160927T050000 DTEND:20160927T120000 DTSTAMP:20260415T154731 DESCRIPTION: Anne GriffinLeadership change can be one of the most challengi ng times in a nonprofit organization’s growth. Studies indicate th at the frequency of executive transitions will continue to increase sign ificantly. Although this period in a nonprofit’s lifestyle is frau ght with risk, when handled well organizations can use the event as a ti me to strengthen organizational capacity. Poor transitions can threaten or disrupt an organization’s ability to provide services, raise re venue, or manage staff.Key Learning Objectives:Help nonprofit leaders pl an for executive transitions effectivelyDevelop an effective emergency s uccession planImplement a strategic framework for successionBio: Anne Gr iffin has worked with non-profit organizations for over 20 years. She is an experienced Executive Director, Interim Executive Director, Facilita tor, and Presenter. Her areas of expertise include Board Development and Governance, Executive Transition and Succession Planning, Interim Execu tive Director and Faith Based Management. Ms. Griffin was a presenter at the NC Literacy Council State Convention, and at training offered by th e Duke Nonprofit Management Program for the Danville Regional Foundation and the Harvest Foundation in Virginia. She holds the Duke Certificate in Nonprofit Management, Certification in REAL (Rural Entrepreneurship t hrough Action Learning), and Leadership Certification in Economic Develo pment from the NC Rural Center. She serves on the Leadership Team of STE P (Small Town Entrepreneurship Program) in her hometown of Mayodan, NC. X-ALT-DESC;FMTTYPE=text/html:\nAnne Griffin
Leadership change can be one of the most challenging times in a nonprofit organization’s growth. Studies indicate that the frequency of executive transitions will contin ue to increase significantly. Although this period in a nonprofit’ s lifestyle is fraught with risk, when handled well organizations can us e the event as a time to strengthen organizational capacity. Poor transi tions can threaten or disrupt an organization’s ability to provide services, raise revenue, or manage staff.
Key Learning Objectives :
Bio: Anne Griffin has worked with non-profit organizations for over 20 years. She is an experienced Executive Director, Interim Executive Dire ctor, Facilitator, and Presenter. Her areas of expertise include Board D evelopment and Governance, Executive Transition and Succession Planning, Interim Executive Director and Faith Based Management. Ms. Griffin was a presenter at the NC Literacy Council State Convention, and at training offered by the Duke Nonprofit Management Program for the Danville Regio nal Foundation and the Harvest Foundation in Virginia. She holds the Duk e Certificate in Nonprofit Management, Certification in REAL (Rural Entr epreneurship through Action Learning), and Leadership Certification in E conomic Development from the NC Rural Center. She serves on the Leadersh ip Team of STEP (Small Town Entrepreneurship Program) in her hometown of Mayodan, NC.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Social Media (Marketing) UID:BAD1F14FCCA3E72462F74564724E40CE ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20161025T050000 DTEND:20161025T120000 DTSTAMP:20260415T154731 DESCRIPTION: Jeanne Allen, jeanneallennc@yahoo.comThis class is designed&nb sp;to help nonprofits develop and improve their use of social media for business purposes. Discuss how to incorporate social media into as many areas of your nonprofit as meaningful - including where to start, the questions you need to ask and answer, how to become a continuous lea rner, identify what is included in a social media policy, and how a social media strategy may help nonprofits improve their results. Socia l media is a journey, not a destination.Key Learning Objectives:Analyze best practices for social media strategies and policies for nonprofitsEx plore ways to balance the ethics and opportunities of social mediaIdenti fy steps to integrate social media into multiple functional areas of a n onprofitDiscuss case studies that demonstrate effective strategies and&n bsp; how to measure resultsBio: Jeanne Allen has over 30 years of experi ence in the nonprofit sector in a variety of management and staff positi ons, including instructor in the Duke University Nonprofit Management Pr ogram; independent consultant, Management Consultant at Girl Scouts USA National Headquarters; and Assistant Dean, Multicultural Programs, Westc hester (NY) Community College. Ms. Allen holds an Ed.S. in Instruct ional Systems Technology and MS in Adult Education from Indiana Universi ty. She is a Board Source Certified Governance Trainer. X-ALT-DESC;FMTTYPE=text/html:\nJeanne Allen, jeanneallennc@yahoo.com
This class is designed to he lp nonprofits develop and improve their use of social media for business purposes. Discuss how to incorporate social media into as many ar eas of your nonprofit as meaningful - including where to start, the ques tions you need to ask and answer, how to become a continuous learner, id entify what is included in a social media policy, and how a social media strategy may help nonprofits improve their results. Social media is a journey, not a destination.
Key Learning Objectives:
An alyze best practices for social media strategies and policies for nonpro fits
Explore ways to balance the ethics and opportunities of socia l media
Identify steps to integrate social media into multiple fun ctional areas of a nonprofit
Discuss case studies that demonstrate effective strategies and how to measure results
Bio : Jeanne Allen has over 30 years of experience in the nonprofit sector in a variety of management and staff positions, including instru ctor in the Duke University Nonprofit Management Program; independent co nsultant, Management Consultant at Girl Scouts USA National Headquarters ; and Assistant Dean, Multicultural Programs, Westchester (NY) Community College. Ms. Allen holds an Ed.S. in Instructional Systems Technol ogy and MS in Adult Education from Indiana University. She is a Board So urce Certified Governance Trainer.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Fundraising (Designing Plans) UID:BAD1F15FAB4AE8EBE2D60D7EBD0B4F99 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20161122T040000 DTEND:20161122T110000 DTSTAMP:20260415T154731 DESCRIPTION: Melissa LeRoy, melissaleroy@gmail.comThis course provides an u nderstanding of financial management for nonprofits and focuses on topic s integral to nonprofit fiscal management. Learn finance terms as they relate to the effective operation of a nonprofit organization. ; Discuss how to track income and expenses to specific programs to fulfi ll expectations of funders, donors and the IRS. The role of the bo ard, staff, and committees are covered. Become familiar with the s tandards of excellence for nonprofit organizations and gain an understan ding of financial statements, budgeting, and surviving an audit.Key Lear ning Objectives:Understand how to read and interpret financial reports a nd recordsGain knowledge on how to obtain the complete bottom line on pr ogramsUse tools and skills to give foundations the results they ask forU nderstand the year-end audit and 990Understand how to design a fundraisi ng planBio: Melissa LeRoy holds a Duke Certificate in Nonprofit Manageme nt and a Duke Advanced Certificate in Nonprofit Leadership. She teaches non-profit management classes throughout North Carolina, South Carolina & Virginia. Melissa is a board member of the NC Center for Non-Profi ts, and is designated as a nonprofit mentor for the western region of NC . She contributes a regular “Non-Profit Leadership” column t o the Tryon Daily Bulletin, and offers her services as a consultant thro ugh her firm, On Fire Non-Profit Consulting. X-ALT-DESC;FMTTYPE=text/html:\nMelissa LeRoy, melissaleroy@gmail.com
This course provides an understand ing of financial management for nonprofits and focuses on topics integra l to nonprofit fiscal management. Learn finance terms as they rela te to the effective operation of a nonprofit organization. Discuss how to track income and expenses to specific programs to fulfill expect ations of funders, donors and the IRS. The role of the board, staf f, and committees are covered. Become familiar with the standards of excellence for nonprofit organizations and gain an understanding of f inancial statements, budgeting, and surviving an audit.
Key Learni ng Objectives:
Speaker: Marty Martin, marty_martin@martinlegalhel p.com
Review the legal and governance environment in whi ch nonprofit organizations and their boards of directors operate. Some of the topics to be covered include: the role of the board: b oard duties and responsibilities; and the board/executive director&rsquo ;s relationship.
Key Learning Objectives
1. Understand how legal and governance environment nonprofits and their boards operate.
2. K now the roles and responsibilities of board members.
Bio:< /strong> Marty Martin, JD, MPA, of the Martin Law Firm, Raleigh, North C arolina, focuses his law practice on providing legal services and board training for nonprofit and tax exempt organizations. He combines h is unique combination of a lawyer’s skills, a nonprofit practition er’s experience, and advanced training in nonprofit organizations to help nonprofits achieve their mission. Martin served on the nat ional IRS Advisory Committee for Tax -Exempt and Government Entities (AC T) where he advised the IRS Exempt Organization Division’s senior leadership and co-authored several reports. He is a BoardSource Ce rtified Governance Trainer. Martin received a Master in Public Adm inistration (MPA) degree with a concentration in managing nonprofit and public sector organizations from the Harvard Kennedy School
\n END:VEVENT BEGIN:VEVENT SUMMARY:Grant Funds UID:BAD1F17E06AE71D73B4884563E29BD2B ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170523T050000 DTEND:20170523T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Ruth Peebles, rpeebles@theinsgroup.com Fund ers sometimes think of themselves as investors who want to get the most community impact payoff for the resources they have. In recent yea rs, these resources have been more limited. More organizations are compe ting for less money. This course will help you understand the fact ors that underlie which projects and organizations get grant funding and will teach you tools to plan and prepare winning foundation grant propo sals and letters of intent/inquiry. We will use a grant as a guide to understand the information that will be required in grant applicatio ns and actual funded proposals as examples. Students will be guided through the grants management process - from preparation of a gra nt proposal to the fiscal report preparation. Topics include: monitoring and reporting requirements, fiscal management, accountability, and comp liance.Key Learning ObjectivesConduct grants research via the Internet, publications, other sources.Read and understand requests for proposals.D etermine the most effective writing strategies and styles. Bio:&nb sp; Ruth Peebles, MPA, President/Founder of The INS Group, offers more t han 25 years of hands-on experience in nonprofit management. She p rovides the following organizational development services to nonprofits, faith-based institutions and government agencies: Grant Writing a nd Research, Strategic Planning, Strategic Fund Development Planning, Bo ard Development, Executive Coaching, Organizational Assessment and Proje ct Management Services.Register for this class and others by returning t o this page and clicking the orange register button. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Ruth Peebles, rpeebles@theinsgroup.com < /p>
Funders sometimes think of themselves as investors who want to get the most community impact payoff for the resources they have. In recent years, these resources have been more limited. More organizations are competing for less money. This course will help you understan d the factors that underlie which projects and organizations get grant f unding and will teach you tools to plan and prepare winning foundation g rant proposals and letters of intent/inquiry. We will use a grant as a guide to understand the information that will be required in grant applications and actual funded proposals as examples.
Students will be guided through the grants management process - from pre paration of a grant proposal to the fiscal report preparation. Topics in clude: monitoring and reporting requirements, fiscal management, account ability, and compliance.
Key Learning Objectives< /p>
Bio: Ruth Peebles, MPA, President/Foun der of The INS Group, offers more than 25 years of hands-on experience i n nonprofit management. She provides the following organizational development services to nonprofits, faith-based institutions and governm ent agencies: Grant Writing and Research, Strategic Planning, Stra tegic Fund Development Planning, Board Development, Executive Coaching, Organizational Assessment and Project Management Services.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Financial Reporting UID:BAD1F18F9C9697467B651682D456E2E7 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170627T050000 DTEND:20170627T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Ann V. Stratton, tavandervliet@hotmail.com This class focuses on the essentials of financial reporting and analysis for individuals who lack an extensive background in financial managemen t. Discuss the three major nonprofit financial statements includin g - the statement of financial position, the statement of activities, an d the cash flow statement. Create and maintain a budget.Key Learni ng Objectives1. Understand the three major nonpr ofit financial statements including the statement of financial position, statement of activities, and the cash flow statement.2. &nbs p; Understand how to allocate resources to better manage your nonp rofit.3. Determine and manage appropriate reserv es.Bio: Ann Vandervliet Stratton serves as the Executive Director of Smart Beginnings Danville Pittsylvania, a regional school readiness c oalition in southern Virginia. She has strategically directed publ ic and private investments of $7.5 million dollars since 2011 resulting in a 50% improvement on the state's pre-literacy assessment in Danv ille.She holds a B.A. in International Studies from USC, and a Duke Univ ersity Certificate in Nonprofit Management. Ann has 20 years of experience in non-profit management with a strong background in syste ms development. She has served in a variety of leadership rol es and has worked closely with local, state, and federal funders.&n bsp; She has chaired the Danville Public Schools Foundation Board, served on VA’s Early Childhood Council, and the Danville Pitt sylvania Community Policy Management Board.Register for this class and others by returning to this page and clicking the orange register bu tton. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Ann V. Stratton, tavandervliet@hotmail.com&n bsp;
This class focuses on the essentials of financial reporting a nd analysis for individuals who lack an extensive background in financia l management. Discuss the three major nonprofit financial statemen ts including - the statement of financial position, the statement of act ivities, and the cash flow statement. Create and maintain a budget .
Key Learning Objectives
1. &nb sp; Understand the three major nonprofit financial statements incl uding the statement of financial position, statement of activities, and the cash flow statement.
2. Understand how to allocate resources to better manage your nonprofit.
3. &n bsp; Determine and manage appropriate reserves.
She holds a B.A. in International Studies from USC, and a Duke University Certificate in Nonprofit Management. Ann has 20 years of experience in non-profit management with a strong back ground in systems development. She has served in a variety of ;leadership roles and has worked closely with local, state, and fed eral funders. She has chaired the Danville Public Schools Foundati on Board, served on VA’s Early Childhood Council, and the&nbs p;Danville Pittsylvania Community Policy Management Board.
\n< /HTML> END:VEVENT BEGIN:VEVENT SUMMARY:Ethical Issues UID:BAD1F1A00EC89A496676B55C30FBF1B9 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170725T050000 DTEND:20170725T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Marty Martin, marty_martin@martinlegalhelp.com&n bsp;Maintaining the public trust is crucial to a nonprofit’s work. How does your nonprofit identify and resolve ethical dilemmas?&nb sp; Discuss ethical dilemmas in several areas of nonprofit management:&n bsp; 1) finances, 2) board governance, 3) fundraising, and, 4) human res ources. We will explore ethical decision-making and discuss course (s) of action based on your nonprofit’s values. Look at step s nonprofits can take to avoid ethical pitfalls, including developing an organizational code of conduct. Participants will be expected to email the instructor a written scenario involving ethical issues no late r than one week before the class. Key Learning Objectives1. &n bsp; Understand how to identify and resolve ethical dilemmas in your nonprofit.2. Know steps a nonprofit can take to avoid ethical pitfalls.Bio: Marty Martin, JD, MPA, of the Marti n Law Firm, Raleigh, North Carolina, focuses his law practice on providi ng legal services and board training for nonprofit and tax exempt organi zations. He combines his unique combination of a lawyer’s sk ills, a nonprofit practitioner’s experience, and advanced training in nonprofit organizations to help nonprofits achieve their mission.&nb sp; Martin served on the national IRS Advisory Committee for Tax -Exempt and Government Entities (ACT) where he advised the IRS Exempt Organizat ion Division’s senior leadership and co-authored several reports.& nbsp; He is a Board Source Certified Governance Trainer. Martin re ceived a Master in Public Administration (MPA) degree with a concentrati on in managing nonprofit and public sector organizations from the Harvar d Kennedy School.Register for this class and others by returning to this page and clicking the orange register button. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Marty Martin, marty_martin@martinlegalhel p.com
Maintaining the public trust is crucial to a nonpr ofit’s work. How does your nonprofit identify and resolve et hical dilemmas? Discuss ethical dilemmas in several areas of nonpr ofit management: 1) finances, 2) board governance, 3) fundraising, and, 4) human resources. We will explore ethical decision-making and discuss course(s) of action based on your nonprofit’s values.& nbsp; Look at steps nonprofits can take to avoid ethical pitfalls, inclu ding developing an organizational code of conduct. Participants wi ll be expected to email the instructor a written scenario involving ethi cal issues no later than one week before the class.
Key Learning Objectives
1. Unders tand how to identify and resolve ethical dilemmas in your nonprofit.
2. Know steps a nonprofit can take to avoid e thical pitfalls.
Bio: Marty Martin, JD, MPA, of t he Martin Law Firm, Raleigh, North Carolina, focuses his law practice on providing legal services and board training for nonprofit and tax exemp t organizations. He combines his unique combination of a lawyer&rs quo;s skills, a nonprofit practitioner’s experience, and advanced training in nonprofit organizations to help nonprofits achieve their mis sion. Martin served on the national IRS Advisory Committee for Tax -Exempt and Government Entities (ACT) where he advised the IRS Exempt O rganization Division’s senior leadership and co-authored several r eports. He is a Board Source Certified Governance Trainer. M artin received a Master in Public Administration (MPA) degree with a con centration in managing nonprofit and public sector organizations from th e Harvard Kennedy School.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Funding Base UID:BAD1F1B0C65161272CB65CC659AAC46F ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170822T050000 DTEND:20170822T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Ruth Peebles, rpeebles@theinsgroup.com Chan ges in the economic environment require that nonprofit boards and staff approach their work differently in order to build capacity and ensure su stainability. This interactive course will provide participants with the most effective "best practices" that ensure greater fundraising success , and sustainability that diversify your nonprofit’s funding base. Key solicitation strategies to reach specific audiences and techniques to increase board participation in fundraising will be share d. Participants will apply creative fundraising principles and strategie s based on current trends relevant to their organizations.Key Learning O bjectives1. Integrate new trends in giving/phila nthropy in the fundraising efforts.2. Explain th e board’s role in fundraising and how to increase board engagement .3. Implement innovative fundraising strategies for securing funds Bio: Ruth Peebles, MPA, President and Foun der of The INS Group, offers more than 25 years of hands-on experience i n nonprofit management. She provides the following organizational development services to nonprofits, faith-based institutions and governm ent agencies: Grant Writing and Research, Strategic Planning, Stra tegic Fund Development Planning, Board Development, Executive Coaching, Organizational Assessment and Project Management Services.Register for t his class and others by returning to this page and clicking the orange r egister button. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Ruth Peebles, rpeebles@theinsgroup.com < /p>
Changes in the economic environment require that nonprofit boards and staff approach their work differently in order to build capacity and ensure sustainability. This interactive course will provide participant s with the most effective "best practices" that ensure greater fundraisi ng success, and sustainability that diversify your nonprofit’s fun ding base. Key solicitation strategies to reach specific aud iences and techniques to increase board participation in fundraising wil l be shared. Participants will apply creative fundraising principles and strategies based on current trends relevant to their organizations.
Key Learning Objectives
1. &n
bsp; Integrate new trends in giving/philanthropy in the fundraisin
g efforts.
2. Explain the board’s ro le in fundraising and how to increase board engagement.
3. &n bsp; Implement innovative fundraising strategies for securin g funds
Bio: Ruth Peebles, MPA , President and Founder of The INS Group, offers more than 25 years of h ands-on experience in nonprofit management. She provides the follo wing organizational development services to nonprofits, faith-based inst itutions and government agencies: Grant Writing and Research, Stra tegic Planning, Strategic Fund Development Planning, Board Development, Executive Coaching, Organizational Assessment and Project Management Ser vices.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Evaluation and Planning UID:BAD1F1C20C526973AEE7D619F1D9413B ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20170926T050000 DTEND:20170926T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Matthew Nash, mnash@duke.edu Learn how to d evelop a logic model and see its uses for multiple purposes including ev aluation, implementation, planning, and communication. Learn the vocabul ary of logic models and what counts as outputs, outcomes, and communicat ion. Logic models are used to describe how programs, group work, t eam work, community-based collaboration, and other complex organizationa l processes work. Logic models display the sequence of actions tha t describe what your program is and will do and ultimately how investmen ts link to results.Key Learning Objectives1. Und erstand how to develop a Logic model and see its uses for multiple purpo ses.2. Learn the vocabulary of logic models.Bio: Matthew T.A. Nash, M.B.A., is the managing director for social en trepreneurship for the Duke Innovation and Entrepreneurship Initiative. He also directs the Social Entrepreneurship Accelerator at Duke (SEAD), a USAID development lab for scaling innovations in global health. Matt has extensive domestic and international social and public sector e xperience in social entrepreneurship and social enterprise, strategic pl anning, organization development, performance measurement, board develop ment and governance, business process transformation, and leadership dev elopment.Register for this class and others by returning to this page an d clicking the orange register button. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Matthew Nash, mnash@duke.edu
Learn how to d evelop a logic model and see its uses for multiple purposes including ev aluation, implementation, planning, and communication. Learn the vocabul ary of logic models and what counts as outputs, outcomes, and communicat ion. Logic models are used to describe how programs, group work, t eam work, community-based collaboration, and other complex organizationa l processes work. Logic models display the sequence of actions tha t describe what your program is and will do and ultimately how investmen ts link to results.
Key Learning Objectives
1. Understand how to develop a Logic model and see its uses for multiple purposes.
2. Lea rn the vocabulary of logic models.
Bio: Mat thew T.A. Nash, M.B.A., is the managing director for social entrepreneur ship for the Duke Innovation and Entrepreneurship Initiative. He also di rects the Social Entrepreneurship Accelerator at Duke (SEAD), a USAID de velopment lab for scaling innovations in global health. Matt has e xtensive domestic and international social and public sector experience in social entrepreneurship and social enterprise, strategic planning, or ganization development, performance measurement, board development and g overnance, business process transformation, and leadership development.< /p>
\n END:VEVENT BEGIN:VEVENT SUMMARY:Business Plan UID:BAD1F1D6E96DA6CB98900D92C48927C5 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20171024T050000 DTEND:20171024T120000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Jeanne Allen, jeanneallennc@yahoo.comLearn how t o prepare a business plan that will help your nonprofit track its perfor mance and be a tool for taking it into the future. Normally, a non profit creates a business plan because they want to manage better -- to share it internally, or with potential donors. A business plan is an important component to operating nonprofits efficiently and successfu lly. To remain in existence, nonprofit organizations find that it is nec essary to perform in a more businesslike fashion. Key Learning Obje ctives1. Understand why writing a business plan is a critical component to operating a nonprofit.2. &nb sp; Know the advantages of writing a business plan.Bio: Jeanne Allen has over 30 years of experience in the nonprofit sector in a variety of man agement and staff positions, including instructor in the Duke University Nonprofit Management Program; independent consultant, Management Consul tant at Girl Scouts USA National Headquarters; and Assistant Dean, Multi cultural Programs, Westchester (NY) Community College. Ms. Allen ho lds an Ed.S. In Instructional Systems Technology and MS in Adult Educati on from Indiana University. She is a Board Source Certified Governance T rainer.Register for this class and others by returning to this page and clicking the orange register button. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Jeanne Allen, jeanneallennc@yahoo.com
Le arn how to prepare a business plan that will help your nonprofit track i ts performance and be a tool for taking it into the future. Normal ly, a nonprofit creates a business plan because they want to manage bett er -- to share it internally, or with potential donors. A business plan is an important component to operating nonprofits efficiently and successfully. To remain in existence, nonprofit organizations find that it is necessary to perform in a more businesslike fashion.
< strong>Key Learning Objectives
1. Understand why writing a business plan is a critical component to opera ting a nonprofit.
2. Know the advantages o f writing a business plan.
Bio: Jeanne Allen has over 30 years of experience in the nonprofit sector in a variety of mana gement and staff positions, including instructor in the Duke University Nonprofit Management Program; independent consultant, Management Consult ant at Girl Scouts USA National Headquarters; and Assistant Dean, Multic ultural Programs, Westchester (NY) Community College. Ms. Allen hol ds an Ed.S. In Instructional Systems Technology and MS in Adult Educatio n from Indiana University. She is a Board Source Certified Governance Tr ainer.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Public Speaking UID:BAD1F1E6B10DF7132D4A30148CB32523 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20171128T040000 DTEND:20171128T110000 DTSTAMP:20260415T154731 DESCRIPTION: Speaker: Jeanne Allen, jeanneallennc@yahoo.com This course is designed for those working with nonprofit organizations. It covers unique challenges and opportunities you face when trying to g et your message heard. Learn techniques for learning about audienc es in advance in order to tailor a speech. Discuss how to: develo p customized openings and closings for different presentations; create a nd use audiovisuals; reduce preparation time; and to create effective pr esentations using a proven outline format. This innovative c lass allows you to discover and use your natural strengths while engagin g one person, a mid-size audience, or a large group.Key Learning Objecti ves1. Understand how to develop customized openi ngs and closings for different presentations.2. Learn techniques for learning about audiences in advance of your speech/ presentation.Bio: Jeanne Allen has over 30 years of experience in the no nprofit sector in a variety of management and staff positions, including instructor in the Duke University Nonprofit Management Program; indepen dent consultant, Management Consultant at Girl Scouts USA National Headq uarters; and Assistant Dean, Multicultural Programs, Westchester (NY) Co mmunity College. Ms. Allen holds an Ed.S. In Instructional Systems Technology and MS in Adult Education from Indiana University. She is a B oard Source Certified Governance Trainer.Register for this class and oth ers by returning to this page and clicking the orange register button. X-ALT-DESC;FMTTYPE=text/html:\nSpeaker: Jeanne Allen, jeanneallennc@yahoo.com
This course is designed for those working with nonprofit organizatio
ns. It covers unique challenges and opportunities you face when tr
ying to get your message heard. Learn techniques for learning abou
t audiences in advance in order to tailor a speech.
Discuss
how to: develop customized openings and closings for different presenta
tions; create and use audiovisuals; reduce preparation time; and to crea
te effective presentations using a proven outline format. Th
is innovative class allows you to discover and use your natural strength
s while engaging one person, a mid-size audience, or a large group.
1. &nb sp; Understand how to develop customized openings and closings for diffe rent presentations.
2. Learn techniques fo r learning about audiences in advance of your speech/presentation.
Bio: Jeanne Allen has over 30 years of experience in t he nonprofit sector in a variety of management and staff positions, incl uding instructor in the Duke University Nonprofit Management Program; in dependent consultant, Management Consultant at Girl Scouts USA National Headquarters; and Assistant Dean, Multicultural Programs, Westchester (N Y) Community College. Ms. Allen holds an Ed.S. In Instructional Sys tems Technology and MS in Adult Education from Indiana University. She i s a Board Source Certified Governance Trainer.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit ? Board Development/Governance UID:BAD1F1F8BF7FC7BF1EF85542567F4120 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20180409T050000 DTEND:20180409T120000 DTSTAMP:20260415T154731 DESCRIPTION: In order to be successful, nonprofit organizations require str ong leadership from their Board of Directors. The board responsibility i s to manage the corporation which includes, but is not limited to, overs eeing the senior management’s effectiveness, organizational polici es and procedures, and the execution of its strategies. Learn the roles and responsibilities of the board, including its paramount duties, and why board accountability requires a fully engaged and active board of directors who manage the organization. Discuss how you may incr ease board members’ commitment to the mission and purpose of your organization, and how boards must fulfill their legal and governance dut ies. This course addresses the following topics: the board’s role and responsibilities, the board and the executive director’s relationship, financial and legal responsibilities of the board, and ho w to recruit and select good board members.Learning ObjectivesUnderstand the board’s roles and responsibilities.Discuss how board accounta bility prompted by a nonprofit’s internal and external stakeholder s requires a fully engaged and active board who manages the organization . Bio: Jeanne Allen, E.Ds, has 30+ years of nonprofit sector experi ence in a variety of management and staff positions, including consultin g with nonprofits on Strategic Planning and Board Development, Instructo r in the Duke University Nonprofit Management Program; Management Consultant at Girl Scouts USA National Headquarters in NYC; and Assistan t Dean, Multicultural Programs, Westchester Community College (NY). Ms. Allen earned an E.Ds in Instructional Systems Technology and MS in Adult Education from Indiana University. Additionally, she holds the highly r egarded Board Source Certified Governance Trainer.Click here to register . X-ALT-DESC;FMTTYPE=text/html:\nIn order to be successful, nonprofit organizations require strong leadership from their Board of Directors. The board resp onsibility is to manage the corporation which includes, but is not limit ed to, overseeing the senior management’s effectiveness, organizat ional policies and procedures, and the execution of its strategies. ; Learn the roles and responsibilities of the board, including its param ount duties, and why board accountability requires a fully engaged and a ctive board of directors who manage the organization. Discuss how you may increase board members’ commitment to the mission and purp ose of your organization, and how boards must fulfill their legal and go vernance duties. This course addresses the following topics: the b oard’s role and responsibilities, the board and the executive dire ctor’s relationship, financial and legal responsibilities of the b oard, and how to recruit and select good board members.
Le arning Objectives
Bio: Jeanne Allen, E.Ds, has 30+ years of no nprofit sector experience in a variety of management and staff positions , including consulting with nonprofits on Strategic Planning and Board D evelopment, Instructor in the Duke University Nonprofit Management Progr am; Management Consultant at Girl Scouts USA National Headquarters in NYC; and Assistant Dean, Multicultural Programs, Westchester Communi ty College (NY). Ms. Allen earned an E.Ds in Instructional Systems Techn ology and MS in Adult Education from Indiana University. Additionally, s he holds the highly regarded Board Source Certified Governance Trainer.< /p>
\n END:VEVENT BEGIN:VEVENT SUMMARY:Grant Writing and Compliance UID:BAD1F208D0C96D7B6C04EE9A80862D0F ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20180410T050000 DTEND:20180410T120000 DTSTAMP:20260415T154731 DESCRIPTION: This class focuses on the important elements of a grant propos al including: the cover letter; executive summary; need statement; goals and objectives; methodology; evaluation; and, the budget and futu re funding. Learn the typical questions funders ask when considering a p roposal and the criteria used. Participants will be guided through the grants management process - from preparation of a grant proposal to the fiscal report preparation. Topics include: monitoring and reporting requirements; fiscal management; and, accountability. Practical tips fo r ensuring compliance and improving chances of future success will be pr esented. In addition to proposal writing and compliance, participants wi ll learn strategies to diversify a nonprofit’s base through indivi dual and corporate donor programs. Learning ObjectivesImplement effective processes & practices that lead to successful grant writin g.Conduct grant research via the Internet, publications, other sources a nd prioritize prospects.Determine the most effective writing strategies and styles for grant applications.Evaluate and assess grant proposals af ter reviewing.Critique a well-written proposal.Ensure compliance and rep ort on a grant's progress and impact.Develop an individual and corporate donor solicitation program.Bio: Ruth Peebles, MPA, President and Founde r of the INS Group. Ms. Peebles has more than 25 years of hands-on experience in nonprofit management. She provides the following organiza tional development services to nonprofits, faith-based institutions and government agencies: Grant Writing and Research; Strategic Planning; Str ategic Fund Development Planning; Board Development; Executive Coaching; Organizational Assessment; and Project Management Services.Click here t o register. X-ALT-DESC;FMTTYPE=text/html:\nThis class focuses on the important elements of a
grant proposal including: the cover letter; executive summary; nee
d statement; goals and objectives; methodology; evaluation; and, the bud
get and future funding. Learn the typical questions funders ask when con
sidering a proposal and the criteria used. Participants will be gu
ided through the grants management process - from preparation of a grant
proposal to the fiscal report preparation. Topics include: monitoring a
nd reporting requirements; fiscal management; and, accountability. Pract
ical tips for ensuring compliance and improving chances of future succes
s will be presented. In addition to proposal writing and compliance, par
ticipants will learn strategies to diversify a nonprofit’s base th
rough individual and corporate donor programs.
Bio: Ruth Peebles, MPA, President and Founder of th e INS Group. Ms. Peebles has more than 25 years of hands-on experi ence in nonprofit management. She provides the following organizational development services to nonprofits, faith-based institutions and governm ent agencies: Grant Writing and Research; Strategic Planning; Strategic Fund Development Planning; Board Development; Executive Coaching; Organi zational Assessment; and Project Management Services.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit - Financial Management UID:BAD1F21CEA5A6EB9193FBD104795EF7A ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20180411T050000 DTEND:20180411T120000 DTSTAMP:20260415T154731 DESCRIPTION: This course provides an understanding of financial management for nonprofits and focuses on topics integral to nonprofit fiscal manage ment. Learn finance terms as they relate to the effective operatio n of a nonprofit organization. Discuss how to track income and exp enses to specific programs to fulfill expectations of funders, donors an d the IRS. The role of the board, staff, and committees are covere d. Become familiar with the standards of excellence for nonprofit organizations and gain an understanding of financial statements, budgeti ng, and surviving an audit.Learning ObjectivesUnderstand financial manag ement.Attain the complete bottom line on programs.Use tools and skills t o give foundations the results they ask for.Understand how to read and i nterpret financial reports.Bio: Ann Vandervliet Stratton serves as the Executive Director of Smart Beginnings Danville Pittsylvania, a reg ional school readiness coalition in southern Virginia. She strateg ically directed public and private investments of $7.5 million dollars s ince 2011. This resulted in a 50% improvement on the state’s pre-literacy assessment in Danville.Ms. Stratton holds a B.A. in Intern ational Studies from USC, and a Duke Certificate in Nonprofit Management . She has 20 years of experience in nonprofit management with a st rong background in systems development. Ann has served in a variet y of leadership roles and works closely with local, state, and federal f unders. She chaired the Danville Public Schools Foundation Board, served on Virginia’s Early Childhood Council, and the Danville Pit tsylvania Community Policy Management Board.Click here to register. X-ALT-DESC;FMTTYPE=text/html:\nThis course provides an understanding of financial management for nonprofits and focuses on topics integral to nonprofit f iscal management. Learn finance terms as they relate to the effect ive operation of a nonprofit organization. Discuss how to track in come and expenses to specific programs to fulfill expectations of funder s, donors and the IRS. The role of the board, staff, and committee s are covered. Become familiar with the standards of excellence fo r nonprofit organizations and gain an understanding of financial stateme nts, budgeting, and surviving an audit.
Learning Objective s
Bio: A nn Vandervliet Stratton serves as the Executive Director of Smart Beginn ings Danville Pittsylvania, a regional school readiness coalition in sou thern Virginia. She strategically directed public and private inve stments of $7.5 million dollars since 2011. This resulted in a 50% improvement on the state’s pre-literacy assessment in Danville.
Ms. Stratton holds a B.A. in International Studies from USC, and a Duke Certificate in Nonprofit Management. She has 20 years of expe rience in nonprofit management with a strong background in systems devel opment. Ann has served in a variety of leadership roles and works closely with local, state, and federal funders. She chaired the Da nville Public Schools Foundation Board, served on Virginia’s Early Childhood Council, and the Danville Pittsylvania Community Policy Manag ement Board.
Click here to register.\n END:VEVENT BEGIN:VEVENT SUMMARY:Social Enterprise as a Strategy UID:BAD1F230C44F39524BED02A44E1E4F8F ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20180412T050000 DTEND:20180412T120000 DTSTAMP:20260415T154731 DESCRIPTION: Social enterprise, roughly defined as using business methods i n pursuit of social impact, has grown tremendously over the past two dec ades. We will focus on how nonprofits are using social enterprise as a w ay to increase unrestricted funds, and on operational effectiveness and efficiency. The class will start with an overview of the various forms o f social entrepreneurship, and move to the specifics of how this plays o ut for nonprofits, including some of the benefits and pitfalls of moving into social enterprise.Learning ObjectivesUnderstand the various forms of social enterprise and related financing options.Understand potential benefits and pitfalls of adopting social enterprise within a nonprofit s tructure.Bio: Jeff Stern, MBA, has worked in the social sector for over 20 years, as a volunteer, staff member, executive director and boar d member. Mr. Stern earned an MBA from Duke's Fuqua School of Business i n 2003. He is the Director of Business Operations for TROSA, an innovati ve, multi-year residential program. TROSA enables substance abuser s to be productive recovering individuals by providing comprehensive tre atment, work-based vocational training, education, and continuing care. Prior to TROSA, Jeff worked at numerous nonprofits in the field of infor mal education, including Durham Public Schools, and the Museum of Life a nd Science. Mr. Stern’s prior Board service experience reflects hi s interests in the arts, social justice, and community development.Click here to register. X-ALT-DESC;FMTTYPE=text/html:
\nSocial enterprise, roughly defined as using busine ss methods in pursuit of social impact, has grown tremendously over the past two decades. We will focus on how nonprofits are using social enter prise as a way to increase unrestricted funds, and on operational effect iveness and efficiency. The class will start with an overview of the var ious forms of social entrepreneurship, and move to the specifics of how this plays out for nonprofits, including some of the benefits and pitfal ls of moving into social enterprise.
Learning Objectives
Bio: Jeff Stern, MBA, has worked in the soc ial sector for over 20 years, as a volunteer, staff member, executive di rector and board member. Mr. Stern earned an MBA from Duke's Fuqua Schoo l of Business in 2003. He is the Director of Business Operations for TRO SA, an innovative, multi-year residential program. TROSA enables s ubstance abusers to be productive recovering individuals by providing co mprehensive treatment, work-based vocational training, education, and co ntinuing care. Prior to TROSA, Jeff worked at numerous nonprofits in the field of informal education, including Durham Public Schools, and the M useum of Life and Science. Mr. Stern’s prior Board service experie nce reflects his interests in the arts, social justice, and community de velopment.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit ? Human Resource Development UID:BAD1F242FA6775063E5FE7B2D66D9D64 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20180611T050000 DTEND:20180611T120000 DTSTAMP:20260415T154731 DESCRIPTION: The ability to help people experience success at work creates benefits for employees, volunteers, leadership teams, organizations, and those an organization serves. This class addresses skills that co uld be used at an individual level, and to better help staff with proble ms that may affect their job performance and satisfaction. Learn h ow to strategically respond to issues related to employee communication, motivation, delegation, and coaching; to actively listen to and g ive constructive feedback to employees, volunteers, and clients; h ow common myths about employee motivation can make you a better mo tivator to your staff; how to use their individual differences to help your employees stay fully motivated; apply an effective step-by-ste p process for successful and mutually beneficial delegation with shared, defined expectations; and, how to prepare for and conduct a coaching se ssion that could fully involve the staff member to understand and map a strategy for performance improvement.Learning ObjectivesProvide staff wi th constructive feedback.Actively listen to another’s message, to more fully understand its meaning.Clear up common myths about how to mot ivate people.Align people’s motivators with their individual needs .Apply an effective step-by-step process for successful & mutually b eneficial delegation.Assess possible coaching situations to decide if co aching is worth the time and effort.Conduct a coaching session.Bio: Bob Kenney, PhD., has taught in Duke’s Certificate Program in Nonprofi t Management since 1995. Bob has a doctorate in Organizational Psy chology, and has designed a delivered management, leadership, and team d evelopment workshops for over 25 years. He works with nonprofit or ganizations, hospitals and pharmaceutical companies, manufacturing and b iotechnology businesses, service-based organizations along with colleges and universities, local and state governments, as well as federal gover nment agencies. Bob works with clients from across the United Stat es and internationally.Click here to register. X-ALT-DESC;FMTTYPE=text/html:\nThe ability to help people experience success at w ork creates benefits for employees, volunteers, leadership teams, organi zations, and those an organization serves. This class addresses sk ills that could be used at an individual level, and to better help staff with problems that may affect their job performance and satisfaction.&n bsp; Learn how to strategically respond to issues related to employee co mmunication, motivation, delegation, and coaching; to actively lis ten to and give constructive feedback to employees, volunteers, and clie nts; how common myths about employee motivation can make you a better motivator to your staff; how to use their individual dif ferences to help your employees stay fully motivated; apply an effective step-by-step process for successful and mutually beneficial delegation with shared, defined expectations; and, how to prepare for and conduct a coaching session that could fully involve the staff member to understan d and map a strategy for performance improvement.
Learning Objectives
Bio: Bob Kenney, PhD. , has taught in Duke’s Certificate Program in Nonprofit Management since 1995. Bob has a doctorate in Organizational Psychology, and has designed a delivered management, leadership, and team development w orkshops for over 25 years. He works with nonprofit organizations, hospitals and pharmaceutical companies, manufacturing and biotechnology businesses, service-based organizations along with colleges and univers ities, local and state governments, as well as federal government agenci es. Bob works with clients from across the United States and inter nationally.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Employment Law for Nonprofits UID:BAD1F254AC0D795D91E15224820C6CFC ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20180612T050000 DTEND:20180612T120000 DTSTAMP:20260415T154731 DESCRIPTION: Nonprofits have an obligation to follow federal and state empl oyment and labor laws. This course provides a practical overview o f the main employment law issues that arise in nonprofit organizations. Learn about state and federal laws that govern employment policies and p ractices, as well as recommended guidelines for minimizing risk.Learning ObjectivesUnderstand state and federal employment laws that apply to no nprofits.Learn best practices for hiring employees and working with volu nteers.Understand the rights and obligations within the employers-employ ees relationships.Bio: Larry Warner, JD, MBA, is the founder of War ner Law Offices, PLLC, specializes in advising small and medium business es, with a focus on health care providers, on a variety of legal topics. Over his 25 years practicing law, Larry has worked with clients o n employment matters, employee handbooks, corporate governance, licensin g approvals, corporate formations, business transactions and contractual agreements. Larry holds an MBA from George Washington University and a JD from Catholic University.Click here to register. X-ALT-DESC;FMTTYPE=text/html:\nNonprofits have an obligation to follow federal an d state employment and labor laws. This course provides a practica l overview of the main employment law issues that arise in nonprofit org anizations. Learn about state and federal laws that govern employment po licies and practices, as well as recommended guidelines for minimizing r isk.
Learning Objectives
Bio: Larry Warner, JD, MBA,&nb sp;is the founder of Warner Law Offices, PLLC, specializes in advising s mall and medium businesses, with a focus on health care providers, on a variety of legal topics. Over his 25 years practicing law, Larry h as worked with clients on employment matters, employee handbooks, corpor ate governance, licensing approvals, corporate formations, business tran sactions and contractual agreements. Larry holds an MBA from Georg e Washington University and a JD from Catholic University.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit - Planning & Evaluation UID:BAD1F2670AF02B019B4AD5DAD951AF29 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20180613T050000 DTEND:20180613T120000 DTSTAMP:20260415T154731 DESCRIPTION: More than ever, nonprofits are under pressure to measure and r eport on their impact and to “manage for results” in an era of strained resources. In this class, we will present an introduct ion to basic principles underlying effective program planning and evalua tion. Explore important considerations in designing programs that effectively address clearly defined problems. Discuss how to ident ify and refine a programmatic “theory of change” that traces the causal logic that connects the program’s activities to desire d outcomes. Finally, we will identify fundamental considerations o f planning and conducting major types of program evaluation.Learning Obj ectivesExplain the significance of performance measurement for effective program management, evaluation, and reporting.Define the core problem t hat a program seeks to address, along with its root causes, complicating factors, and negative effects.Develop or refine a theory of change for designing programs and measuring performance.List key steps in planning and conducting a formative or summative program evaluation.Bio: Matthew T.A. Nash, MBA, is the managing director for social entrepreneurship for the Duke Innovation and Entrepreneurship Initiative. He also directs th e Social Entrepreneurship Accelerator at Duke (SEAD), a USAID developmen t lab for scaling innovations in global health. Matt has extensive domestic and international social and public sector experience in socia l entrepreneurship and social enterprise, strategic planning, organizati on development, performance measurement, board development and governanc e, business process transformation, and leadership development.Click her e to register. X-ALT-DESC;FMTTYPE=text/html:\nMore than ever, nonprofits are under pressure to m easure and report on their impact and to “manage for results&rdquo ; in an era of strained resources. In this class, we will present an introduction to basic principles underlying effective program plannin g and evaluation. Explore important considerations in designing pr ograms that effectively address clearly defined problems. Discuss how to identify and refine a programmatic “theory of change” that traces the causal logic that connects the program’s activiti es to desired outcomes. Finally, we will identify fundamental cons iderations of planning and conducting major types of program evaluation.
Learning Objectives
Bio: Matthew T.A. Nash, MBA, is the managing directo r for social entrepreneurship for the Duke Innovation and Entrepreneursh ip Initiative. He also directs the Social Entrepreneurship Accelerator a t Duke (SEAD), a USAID development lab for scaling innovations in global health. Matt has extensive domestic and international social and public sector experience in social entrepreneurship and social enterpris e, strategic planning, organization development, performance measurement , board development and governance, business process transformation, and leadership development.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Sustainable Strategic Planning for Nonprofits UID:BAD1F27BEB8B251035D7EA3D68919CD5 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20180614T050000 DTEND:20180614T120000 DTSTAMP:20260415T154731 DESCRIPTION: Participants explore the strategic planning process as an impo rtant tool for nonprofit organizations. Focus will be on the basic compo nents of a strategic plan and the planning process, as well as comparing a variety of business practice tools for an organizational assessment. Tools include the SWOT Analysis, Sustainability Matrix, and the Strategy Canvas, etc. This course provides an opportunity for students to apply various tools and examine current practices in strategic planning. Learning ObjectivesExplore the components of a strategic plan process.Ap ply various analysis tools. Analyze sample plans from nonprofits.Bi o: Jeanne Allen, E.Ds has 30+ years of nonprofit sector experience in a variety of management and staff positions, including consulting with non profits on Strategic Planning and Board Development, Instructor in the D uke University Nonprofit Management Program; Management Consultant at Girl Scouts USA National Headquarters in NYC; and Assistant Dean, Mu lticultural Programs, Westchester Community College (NY). Ms. Allen earn ed an E.Ds in Instructional Systems Technology and MS in Adult Education from Indiana University. Additionally, she holds the highly regarded Bo ard Source Certified Governance Trainer.Click here to register. X-ALT-DESC;FMTTYPE=text/html:\nParticipants explore the strategic planning proces s as an important tool for nonprofit organizations. Focus will be on the basic components of a strategic plan and the planning process, as well as comparing a variety of business practice tools for an organizational assessment. Tools include the SWOT Analysis, Sustainability Matrix, and the Strategy Canvas, etc. This course provides an opportunity for students to apply various tools and examine current practices in strateg ic planning.
Learning Objectives
Bio: Jeanne Allen, E.Ds has 30+ years of nonprofit sector experience in a variety of management and staff positions, inclu ding consulting with nonprofits on Strategic Planning and Board Developm ent, Instructor in the Duke University Nonprofit Management Program;&nbs p; Management Consultant at Girl Scouts USA National Headquarters in NYC ; and Assistant Dean, Multicultural Programs, Westchester Community Coll ege (NY). Ms. Allen earned an E.Ds in Instructional Systems Technology a nd MS in Adult Education from Indiana University. Additionally, she hold s the highly regarded Board Source Certified Governance Trainer.
< a href="http://www.drfonline.org/events/series/id/10/2018-nonprofit-mana gement-intensive-trac">Click here to register.
\n END:VEVENT BEGIN:VEVENT SUMMARY:How to Develop Fundraising Plans UID:BAD1F290F301F776451EED97405C1594 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20180522T050000 DTEND:20180522T120000 DTSTAMP:20260415T154731 DESCRIPTION: Resource Development for Nonprofits -- Learn to develop a reso urce plan for your Nonprofit. A resource development plan is proce ss focused and used to set sustainability goals and track the progress o f nonprofits. Financial resource development includes: outcomes such as the development of collaborative partnerships with different stakeholder s; active board members; the cultivation and development of staff and vo lunteers, and fundraising. Discuss strategies to engag e the community and other stakeholders in building a nonprofit’s c apacity.Learning Objectives Understand how to develop a strategic fundraising planIdentify key steps and processes for planning a nonprofi t fund development processUnderstand how to assess and evaluate a nonpro fits’ capacity to be successful at resource development. &nbs p;Bio: Ruth Peebles, MPA, President and Founder of The INS Group, offers 25+ years of hands-on experience in nonprofit management. S he provides organizational development services to nonprofits, faith-bas ed institutions, and government agencies including: Grant Writing and Research, Strategic Planning, Strategic Fund Development Planning, B oard Development, Resource Development, Executive Coaching, Organization al Assessment and, Project Management Services. X-ALT-DESC;FMTTYPE=text/html:\nResource Development for Nonprofits -- Learn to de velop a resource plan for your Nonprofit. A resource development p lan is process focused and used to set sustainability goals and track th e progress of nonprofits. Financial resource development includes: outco mes such as the development of collaborative partnerships with different stakeholders; active board members; the cultivation and development of staff and volunteers, and fundraising. Discuss strateg ies to engage the community and other stakeholders in building a nonprof it’s capacity.
Learning Objectives
Bio: Ruth Peebles, MPA, President and Fo under of The INS Group, offers 25+ years of hands-on experience in nonpr ofit management. She provides organizational development services to nonprofits, faith-based institutions, and government agencies includi ng: Grant Writing and Research, Strategic Planning, Strategic Fund Development Planning, Board Development, Resource Development, Executiv e Coaching, Organizational Assessment and, Project Management Services.< /p>\n END:VEVENT BEGIN:VEVENT SUMMARY:Social Enterprise UID:BAD1F2A4F1836DB4D673FBC46516E299 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20180626T050000 DTEND:20180626T120000 DTSTAMP:20260415T154731 DESCRIPTION: This class will focus on how to start a social enterprise at y our nonprofit. Some nonprofits are turning to earned income ventur es as a potential alternative to traditional nonprofit fundraising strat egies. Is earned income right for your nonprofit business? T his class addresses why some nonprofits start social enterprises.Learnin g Objectives Understand what a Social EnterpriseDiscuss the makings of successful social enterprisesIdentify the strengths of your nonprofi t through an organizational auditKnow how to translate your nonprofit&rs quo;s strengths into social enterprise opportunitiesBio: Matthew T .A. Nash is the managing director for social entrepreneurship for the Du ke Innovation and Entrepreneurship Initiative. He also direc ts the Social Entrepreneurship Accelerator at Duke (SEAD), a USAID devel opment lab for scaling innovations in global health. Previously, M atthew Nash was the executive director of the Center for the Advancement of Social Entrepreneurship (CASE) at Duke’s Fuqua School of Busin ess and he has been a visiting lecturer at Duke’s Sanford School o f Public Policy. Matthew Nash has extensive domestic and internati onal social and public sector experience in social entrepreneurship and social enterprise, strategic planning, organization development, perform ance measurement, board development and governance, business process tra nsformation, and leadership development. Prior to coming to Duke, he was a senior consultant in strategy and change management with the pu blic sector practice at IBM Business Consulting Services (formerly Price waterhouseCoopers Consulting), and served as an NGO development consulta nt in the U.S. Peace Corps. X-ALT-DESC;FMTTYPE=text/html:
\nThis class will focus on how to start a social ent erprise at your nonprofit. Some nonprofits are turning to earned i ncome ventures as a potential alternative to traditional nonprofit fundr aising strategies. Is earned income right for your nonprofit busin ess? This class addresses why some nonprofits start social enterpr ises.
Learning Objectives
Leadership styles impact effectiveness. This cours e offers proven, proprietary methods using six “Change Drivers&rdq uo; to initiate and sustain organizational change to build capacity, ens ure continuing market relevancy, and assure financial sustainability.&nb sp; Discuss how productive change does not happen by accident nor can it be mandated. This is a fast-paced, interactive, and highly releva nt course on Change Management - designed specifically for nonprofit lea ders.
Learning Objectives
Bio: Dr. John Curtis has 40 years’ experience as an organi zational development consultant and researcher in the nonprofit sector. He has a proven track record bringing sound organizational development p rinciples and evidence-based capacity building practices to hundreds of nonprofits nationwide. John regularly teaches strategic planning, board development, change management and fundraising.
\n END:VEVENT BEGIN:VEVENT SUMMARY:MARKETING: CAN YOU HEAR ME NOW? UID:BAD1F2CEB30818BA3E2887C01FB19E09 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20180828T050000 DTEND:20180828T120000 DTSTAMP:20260415T154731 DESCRIPTION: Day One -- August 28, 2018 – Marketing: Can You Hear Me Now? Part 1Marketing is important for nonprofit organiza tions and knowing who you are marketing to is the most important of all. Find out how nonprofits use different marketing tactics to promot e their message and their organization Also, why it is good for nonprofits to channel their energy into the best ways for them to be heard. In this two-day class, the first session will be an overvi ew of how to plan your marketing and communications program by starting with a strategy, identifying your audiences and understanding the medium s available. Mediums discussed will include advertising, print, social m edia, video and outreach platforms.Bio: Kelly Joyner Lee works as a Regional Director for the North Carolina Community Foundation, serving seven counties in Eastern North Carolina. She has extensive experience i n board and fund development, grantwriting, small group facilitation, ma rketing, and nonprofit engagement in communities. Ms. Lee is the c o-creator of the Leading for Tomorrow Nonprofit Capacity Building Summit and a founding member of the Women Givers of Nash-Rocky Mount. &n bsp; X-ALT-DESC;FMTTYPE=text/html:\nDay One -- August 28, 2018 – Marke ting: Can You Hear Me Now? Part 1
Marketing is important for nonprofit organizations and knowing who you are marketing to is the mos t important of all. Find out how nonprofits use different marketin g tactics to promote their message and their organization Al so, why it is good for nonprofits to channel their energy into the best ways for them to be heard. In this two-day class, the first sessio n will be an overview of how to plan your marketing and communications p rogram by starting with a strategy, identifying your audiences and under standing the mediums available. Mediums discussed will include advertisi ng, print, social media, video and outreach platforms.
Bio : Kelly Joyner Lee works as a Regional Director for the No rth Carolina Community Foundation, serving seven counties in Eastern Nor th Carolina. She has extensive experience in board and fund development, grantwriting, small group facilitation, marketing, and nonprofit engage ment in communities. Ms. Lee is the co-creator of the Leading for Tomorrow Nonprofit Capacity Building Summit and a founding member of the Women Givers of Nash-Rocky Mount.
\n END:VEVENT BEGIN:VEVENT SUMMARY:MARKETING: CAN YOU HEAR ME NOW? UID:BAD1F2E2A950954FFCA8AF983B1948D4 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20180925T050000 DTEND:20180925T120000 DTSTAMP:20260415T154731 DESCRIPTION: Day Two -- September 25, 2018 – Marketing:&nbs p; Can You Hear Me Now? Part 2During the second day of this program,&nbs p;participants will come back with strategies, audience lists and ideas that they have developed based on the premises taught in sessi on one. They will work with the instructor and classmates to refine and hone their strategy and tactics based on best practices. The end re sult will be the beginning of a strategic communication a nd marketing plan that can be implemented across an organization.Bi o: Kelly Joyner Lee works as a Regional Director for the North Caro lina Community Foundation, serving seven counties in Eastern North Carol ina. She has extensive experience in board and fund development, grantwr iting, small group facilitation, marketing, and nonprofit engagement in communities. Ms. Lee is the co-creator of the Leading for Tomorrow Nonprofit Capacity Building Summit and a founding member of the Women G ivers of Nash-Rocky Mount. X-ALT-DESC;FMTTYPE=text/html:\n
Day Two -- September 25, 2018 – Ma rketing: Can You Hear Me Now? Part 2
During the second day o f this program, participants will come back with strategies, a udience lists and ideas that they have developed based on the premi ses taught in session one. They will work with the instructor and classm ates to refine and hone their strategy and tactics based on best pr actices. The end result will be the beginning of a strategic c ommunication and marketing plan that can be implemented across an organization.
Bio: Kelly Joyner Lee work s as a Regional Director for the North Carolina Community Foundation, se rving seven counties in Eastern North Carolina. She has extensive experi ence in board and fund development, grantwriting, small group facilitati on, marketing, and nonprofit engagement in communities. Ms. Lee is the co-creator of the Leading for Tomorrow Nonprofit Capacity Building Summit and a founding member of the Women Givers of Nash-Rocky Mount. &n bsp;
\n END:VEVENT BEGIN:VEVENT SUMMARY:Community Engagement & Collaboration UID:BAD1F2F4FA39CBF454BF6E700D89E471 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20181023T050000 DTEND:20181023T120000 DTSTAMP:20260415T154731 DESCRIPTION: This high energy course will help you focus on expanding your nonprofit network. Find out the connection between engagement and collaboration through a series of exercises designed to help you identif y your organization's assets and needs. Where are you now and where do y ou want to go? This course will also help you turn "viewers" into v olunteers by identifying who those potential superstars are and how to k eep them engaged with YOUR nonprofit. Want to widen your circle?&n bsp; This is the course for you! Key Learning ObjectivesUnderstand the connection between engagement and collaborationUnderstand how to kee p others engaged with your nonprofitHow to expand your Nonprofit’s circle of collaborators Bio: Kelly Joyner Lee works as a Reg ional Director for the North Carolina Community Foundation, serving seve n counties in Eastern North Carolina. She has extensive experience in bo ard and fund development, grantwriting, small group facilitation, market ing, and nonprofit engagement in communities. Ms. Lee is the co-cr eator of the Leading for Tomorrow Nonprofit Capacity Building Summit and a founding member of the Women Givers of Nash-Rocky Mount. X-ALT-DESC;FMTTYPE=text/html:\nThis high energy course will help you focus on exp anding your nonprofit network. Find out the connection between eng agement and collaboration through a series of exercises designed to help you identify your organization's assets and needs. Where are you now an d where do you want to go?
This course will also help you tu rn "viewers" into volunteers by identifying who those potential supersta rs are and how to keep them engaged with YOUR nonprofit. Want to w iden your circle? This is the course for you!
Key Learning Objectives
Bio: Kelly Joyner Lee works as a Regional Director for the North Carolina Com munity Foundation, serving seven counties in Eastern North Carolina. She has extensive experience in board and fund development, grantwriting, s mall group facilitation, marketing, and nonprofit engagement in communit ies. Ms. Lee is the co-creator of the Leading for Tomorrow Nonprof it Capacity Building Summit and a founding member of the Women Givers of Nash-Rocky Mount.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit-Planning and Evaluation UID:BAD1F3050C03BD97CDD8E6A0D9AB1048 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20190423T050000 DTEND:20190423T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Matt Nash, mnash@duke.edu Discuss what i t takes to incorporate an effective and comprehensive program evaluation . Understand program evaluation has an impact on services and sustainabi lity offered by nonprofits. Participants will understand way s in which program evaluation impacts potential funding and organization al sustainability.During this interactive class, understand why evaluati on is important and how it includes key stakeholders roles, the utility of theories of change, how to design an evaluation plan, and basics of d ata collection. Learning ObjectivesUnderstand the who, why, when, and how of program evaluationDiscuss an action plan for addre ssing evaluation in your organizationBio: Matthew T.A. Nash, MBA, is the managing director for social entrepreneurship for the Duke Innova tion and Entrepreneurship Initiative. He is also an adjunct professor of the practice at Duke’s Sanford School of Public Policy, where he teaches undergraduate courses on social innovation and human-centered de sign. He is a senior fellow with the Duke Center for International Devel opment, and past executive director of the Center for the Advancement of Social Entrepreneurship, where he co-founded the Social Entrepreneurshi p Accelerator at Duke. Matt has extensive domestic and internation al social and public sector experience in social innovation, social ente rprise, strategic planning, organization development, performance measur ement, board development and governance, business process transformation , and leadership development.Click here to register. X-ALT-DESC;FMTTYPE=text/html:\n
Instructor: Matt Nash, mnash@duke.edu
Discuss what i t takes to incorporate an effective and comprehensive program evaluation . Understand program evaluation has an impact on services and sustainabi lity offered by nonprofits. Participants will understand way s in which program evaluation impacts potential funding and organization al sustainability.
During this interactive class, understand why e valuation is important and how it includes key stakeholders roles, the u tility of theories of change, how to design an evaluation plan, and basi cs of data collection.
Learning Objectives
Bio: Matthew T.A. N ash, MBA, is the managing director for social entrepreneurship for the D uke Innovation and Entrepreneurship Initiative. He is also an adjunct pr ofessor of the practice at Duke’s Sanford School of Public Policy, where he teaches undergraduate courses on social innovation and human-c entered design. He is a senior fellow with the Duke Center for Internati onal Development, and past executive director of the Center for the Adva ncement of Social Entrepreneurship, where he co-founded the Social Entre preneurship Accelerator at Duke. Matt has extensive domestic and i nternational social and public sector experience in social innovation, s ocial enterprise, strategic planning, organization development, performa nce measurement, board development and governance, business process tran sformation, and leadership development.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Marketing Your Nonprofit (Can You Hear Me Now?) UID:BAD1F318A3E40A78487875A826B6A304 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20190528T050000 DTEND:20190528T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Kelly Joyner Lee, kjlee1971@gmail.comMarketing is important for nonprofit organizations. Find out how nonprofits use different marketing tactics to promote their message and their organiza tion Also, why it is good for nonprofits to channel their en ergy into the best ways for them to be heard. Participants will di scuss strategies, audience lists, and ideas that they have develope d based on the premises taught in session one. They will work with the i nstructor and classmates to refine and hone their strategy and tact ics based on best practices. The end result will be the beginning o f a strategic communication and marketing plan that can b e implemented across an organization.This high energy course will help y ou focus on expanding your nonprofit network. Find the connection between engagement and collaboration through a series of exercises desig ned to help you identify your organization’s assets and needs.&nbs p; This course is designed to help you turn viewers into volunteers by i dentifying who those potential superstars are and how to keep them engag ed with YOUR nonprofit. Want to widen your circle? This is the cou rse for you!Learning ObjectivesDiscuss participants’ strategies fo r effective marketingLearn how to refine and hone your strategy.Know who you are marketing toBio: Kelly Joyner Lee works as a Regional Dir ector for the North Carolina CommunityFoundation, serving seven counties in Eastern NC. She has extensive experience in board and fund dev elopment, grant writing, small group facilitation, marketing, and nonpro fit engagement in communities. Ms. Lee is the co-creator of the &l squo;Leading for Tomorrow Nonprofit Capacity Building Summit” and a founding member of the Women Givers of Nash-Rocky Mount. Click he re to register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Kelly Joyner Lee, kjl ee1971@gmail.com
Marketing is important for nonprofit organization s. Find out how nonprofits use different marketing tactics to prom ote their message and their organization Also, why it is goo d for nonprofits to channel their energy into the best ways for them to be heard.
Participants will discuss strategies, audience&nb sp;lists, and ideas that they have developed based on the premises taugh t in session one. They will work with the instructor and classmates to r efine and hone their strategy and tactics based on best practices. The end result will be the beginning of a strategic communicat ion and marketing plan that can be implemented across an organ ization.
This high energy course will help you focus on expanding your nonprofit network. Find the connection between engagement and collaboration through a series of exercises designed to help you identi fy your organization’s assets and needs. This course is desi gned to help you turn viewers into volunteers by identifying who those p otential superstars are and how to keep them engaged with YOUR nonprofit . Want to widen your circle? This is the course for you!
Foundation, serving seven counties in Eastern NC. She has extensive experience in board and fund develo pment, grant writing, small group facilitation, marketing, and nonprofit engagement in communities. Ms. Lee is the co-creator of the &lsqu o;Leading for Tomorrow Nonprofit Capacity Building Summit” and a f ounding member of the Women Givers of Nash-Rocky Mount.
Click here to register.\n END:VEVENT BEGIN:VEVENT SUMMARY: Planning for Change in Your Nonprofit UID:BAD1F32FDB42E11538C9E068BA0B710A ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20190625T050000 DTEND:20190625T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: John Curtis, Ph.D., jcurtis@iodinc.comThis course offers proven, proprietary methods using six “Change Drivers&rdquo ; to initiate and sustain organizational change to build capacity, ensur e continuing market relevancy, and assure financial sustainability. ; Understand how productive change does not happen by accident nor can i t be mandated. This is a fast-paced, interactive, and highly relev ant course on Change Management - designed specifically for nonprofit le aders.Learning ObjectivesDevelop a concrete measurable change management planUnderstand personal responses to changeDiscuss how leadership style s impact effectivenessMeasure the nonprofit organization’s change capacity based on six change drivers Bio: Dr. John Curtis has 40 years’ experience as an Organizational Development Consultant and Researcher in the nonprofit sector. He has a proven track record bri nging sound organizational development principles and evidence-based cap acity building practices to hundreds of nonprofits nationwide. John regu larly teaches strategic planning, board development, change management a nd fundraising.Click here to register. X-ALT-DESC;FMTTYPE=text/html:
\nInstructor: John Curtis, Ph.D., < a href="mailto:jcurtis@iodinc.com">jcurtis@iodinc.com
This cou rse offers proven, proprietary methods using six “Change Drivers&r dquo; to initiate and sustain organizational change to build capacity, e nsure continuing market relevancy, and assure financial sustainability.& nbsp; Understand how productive change does not happen by accident nor c an it be mandated. This is a fast-paced, interactive, and highly r elevant course on Change Management - designed specifically for nonprofi t leaders.
Learning Objectives
Bio:& nbsp; Dr. John Curtis has 40 years’ experience as an Organizationa l Development Consultant and Researcher in the nonprofit sector. He has a proven track record bringing sound organizational development principl es and evidence-based capacity building practices to hundreds of nonprof its nationwide. John regularly teaches strategic planning, board develop ment, change management and fundraising.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Community Engagement & Collaboration UID:BAD1F343CA2830E701EE7CB1A6BBB292 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20190723T050000 DTEND:20190723T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Kelly Joyner Lee, kjlee1971@gmail.com Underst and collaboration and how it works. This high energy course will h elp you focus on expanding your nonprofit network. Find out the co nnection between engagement and collaboration through a series of exerci ses designed to help you identify your organization’s assets and n eeds. Where are you now and where do you want to go?This course is designed to help you turn viewers into volunteers by identifying who th ose potential superstars are and how to keep them engaged with YOUR nonp rofit. Want to widen your circle? This is the course for you!Learn ing ObjectivesLearn how to expand your nonprofit’s circle of colla borationKnow the incentives/benefits/advantages of community engagement and collaborationBio: Kelly Joyner Lee works as a Regional Directo r for the North Carolina CommunityFoundation, serving seven counties in Eastern NC. She has extensive experience in board and fund develop ment, grant writing, small group facilitation, marketing, and nonprofit engagement in communities. Ms. Lee is the co-creator of the &lsquo ;Leading for Tomorrow Nonprofit Capacity Building Summit” and a fo unding member of the Women Givers of Nash-Rocky Mount. Click here to register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Kelly Joyner Lee, kjlee1971@gmail.com
Un derstand collaboration and how it works. This high energy course w ill help you focus on expanding your nonprofit network. Find out t he connection between engagement and collaboration through a series of e xercises designed to help you identify your organization’s assets and needs. Where are you now and where do you want to go?
Th is course is designed to help you turn viewers into volunteers by identi fying who those potential superstars are and how to keep them engaged wi th YOUR nonprofit. Want to widen your circle? This is the course f or you!
Learning Objectives
Bio: Kelly Joyner Lee works as a R egional Director for the North Carolina Community
Foundation, serv ing seven counties in Eastern NC. She has extensive experience in board and fund development, grant writing, small group facilitation, mar keting, and nonprofit engagement in communities. Ms. Lee is the co -creator of the ‘Leading for Tomorrow Nonprofit Capacity Building Summit” and a founding member of the Women Givers of Nash-Rocky Mo unt.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Writing a Strategic Business Plan UID:BAD1F357F4F6EAC8DD81FBA549B5C5F3 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20190827T050000 DTEND:20190827T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Anne Willson, anne@annewillson.com Participan ts will examine the parts of a strategic plan including the vision and m ission statement, values and goals that will guide the organization into the future. Students will also learn important tools to analyze their r espective nonprofit organizations to help them make decisions for settin g a course for the organization’s future. Analysis tools include t he SWOT Analysis, BCG Matrix, the Sustainability Matrix and the Strategy Canvas. There will be an opportunity for students to apply the to ols through group work to evaluate an organization and understand the pr ocess of constructing a Sustainable Strategic Plan.Learning ObjectivesUn derstand the parts of a strategic plan for your nonprofitBe familiar wit h what tools to use to analyze your nonprofit’s plan for the futur eBio: Anne Willson works with nonprofits to strengthen the core structur es of the organizations and increase their social impact. With a g rounded, real-world perspective gained through twenty-seven years in the nonprofit sector, she assists organizations in addressing several funda mental issues necessary for compelling community engagement: sustainable strategic planning built from foundational pillars, solidifying organiz ational integrity, and identifying and leveraging organizational assets to broaden engagement and increase both philanthropic and earned revenue streams. Anne holds two B.A.’s, an M.A. in Liberal Arts and a Duke Certificate in Nonprofit Management.Click here to register. ; X-ALT-DESC;FMTTYPE=text/html:\n
Instructor: Anne Willson, anne@annewillson.com
Part icipants will examine the parts of a strategic plan including the vision and mission statement, values and goals that will guide the organizatio n into the future. Students will also learn important tools to analyze t heir respective nonprofit organizations to help them make decisions for setting a course for the organization’s future. Analysis tools inc lude the SWOT Analysis, BCG Matrix, the Sustainability Matrix and the St rategy Canvas. There will be an opportunity for students to apply the tools through group work to evaluate an organization and understand the process of constructing a Sustainable Strategic Plan.
Learning Objectives
Bio: Anne Willson works with nonprofits to strengthen the core structures of the organizations and increase their social impact. ;With a grounded, real-world perspective gained through twenty-seven yea rs in the nonprofit sector, she assists organizations in addressing seve ral fundamental issues necessary for compelling community engagement: su stainable strategic planning built from foundational pillars, solidifyin g organizational integrity, and identifying and leveraging organizationa l assets to broaden engagement and increase both philanthropic and earne d revenue streams. Anne holds two B.A.’s, an M.A. in Liberal Arts and a Duke Certificate in Nonprofit Management.
&nb sp;
\n END:VEVENT BEGIN:VEVENT SUMMARY:Grantwriting and Compliance UID:BAD1F380D800C856717CFC9A4D97E370 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20190924T050000 DTEND:20190924T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Ruth Peebles, MPA, rpeebles@theinsgroup.com T his course will guide participants through the grants management process -- from the preparation of a grant proposal to fiscal report preparatio n. Participants will learn the important elements of a grant proposal -- including the cover letter, executive summary, need statement, goals, o bjectives, methodology, evaluation, the budget and future funding. The s ession will feature strategies for building relationships with funders a nd the typical questions funders ask when considering a proposal and the criteria used. Practical tips for ensuring compliance and improving cha nces of future success will be presented. Learning ObjectivesImplem ent effective processes and practices that lead to successful grant writ ing including how to build relationships with funders.Understand the ess ential components of a grant proposal package.Determine the most effecti ve writing strategies and styles for various grant applications includin g public grants and private grants.Evaluate and access grant proposals a fter reviewing and critiquing a proposal sample.Create a system for comp liance management – report on a grant’s progress and impact. Bio: Ruth Peebles, President of The INS Group offers over 30 years of hands?on experience in nonprofit management, project management, fun draising and organizational development. The INS Group was founded in 19 99 with the mission of helping federal, state, and local government agen cies, nonprofits, and faith-based institutions use innovative solutions to build their capacity and sustain their programs and services. Ms. Pee bles is an instructor for the Duke University Nonprofit Management Progr am and served as an adjunct instructor for the School of Public and Inte rnational Affairs Master of Public Administration Program at North Carol ina State University. Ms. Peebles currently serves on Wake County Affili ate Board of the North Carolina Community Foundation and Student U Board of Directors. She is a founding member of the Next Generation of Africa n American Philanthropists giving circle.Click here to register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Ruth Peebles, MPA, rpeebles@theinsgroup.com
This course will guide participants through the grants manageme nt process -- from the preparation of a grant proposal to fiscal report preparation. Participants will learn the important elements of a grant p roposal -- including the cover letter, executive summary, need statement , goals, objectives, methodology, evaluation, the budget and future fund ing. The session will feature strategies for building relationships with funders and the typical questions funders ask when considering a propos al and the criteria used. Practical tips for ensuring compliance and imp roving chances of future success will be presented.
Learning Objectives
Bio: Ruth Peebles, Preside nt of The INS Group offers over 30 years of hands?on experience in nonpr ofit management, project management, fundraising and organizational deve lopment. The INS Group was founded in 1999 with the mission of helping f ederal, state, and local government agencies, nonprofits, and faith-base d institutions use innovative solutions to build their capacity and sust ain their programs and services. Ms. Peebles is an instructor for the Du ke University Nonprofit Management Program and served as an adjunct inst ructor for the School of Public and International Affairs Master of Publ ic Administration Program at North Carolina State University. Ms. Peeble s currently serves on Wake County Affiliate Board of the North Carolina Community Foundation and Student U Board of Directors. She is a founding member of the Next Generation of African American Philanthropists givin g circle.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Managing your Nonprofit Effectively UID:BAD1F3929A24C3758ABD578B2E57869E ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20191022T050000 DTEND:20191022T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Matthew Nash, MBA, mnash@duke.edu Nonprofits must work to ensure that their organizations are effective, efficient an d achieves goals. An effective nonprofit means delivering results on issues. Some nonprofits experience cash flow problems, poorly develop ed finance, management, and fundraising systems, and inadequate training of board and staff in essential skills. Discuss how a nonprofit m ust work to be effective.The Nonprofit sector now encompasses 1.5 millio n organizations, from universities to hospitals to environmental groups. Human service organizations account for approximately one-third o f public charities. Donors tend to consider a nonprofit’s ef fectiveness as they decide where to invest philanthropic dollars. Learning ObjectivesUnderstand the importance of managing eff ective nonprofitsLearn tips for running an effective nonprofitBio: Matthew T.A. Nash, MBA, is the managing director for social entrepreneu rship for the Duke Innovation and Entrepreneurship Initiative. He is als o an adjunct professor of the practice at Duke’s Sanford School of Public Policy, where he teaches undergraduate courses on social innovat ion and human-centered design. He is a senior fellow with the Duke Cente r for International Development, and past executive director of the Cent er for the Advancement of Social Entrepreneurship, where he co-founded t he Social Entrepreneurship Accelerator at Duke. Matt has extensive domestic and international social and public sector experience in socia l innovation, social enterprise, strategic planning, organization develo pment, performance measurement, board development and governance, busine ss process transformation, and leadership development.Click here to regi ster. X-ALT-DESC;FMTTYPE=text/html:\n
Instructor: Matthew Nash, MBA, mnash@duke.edu
Nonprofits must work to ensure that their organizations are effective, efficient an d achieves goals. An effective nonprofit means delivering results on issues. Some nonprofits experience cash flow problems, poorly develop ed finance, management, and fundraising systems, and inadequate training of board and staff in essential skills. Discuss how a nonprofit m ust work to be effective.
The Nonprofit sector now encompasses 1.5 million organizations, from universities to hospitals to environmental groups. Human service organizations account for approximately one- third of public charities. Donors tend to consider a nonprofit&rsq uo;s effectiveness as they decide where to invest philanthropic dollars.
Learning Objectives
Bio: ; Matthew T.A. Nash, MBA, is the managing director for social e ntrepreneurship for the Duke Innovation and Entrepreneurship Initiative. He is also an adjunct professor of the practice at Duke’s Sanford School of Public Policy, where he teaches undergraduate courses on soci al innovation and human-centered design. He is a senior fellow with the Duke Center for International Development, and past executive director o f the Center for the Advancement of Social Entrepreneurship, where he co -founded the Social Entrepreneurship Accelerator at Duke. Matt has extensive domestic and international social and public sector experienc e in social innovation, social enterprise, strategic planning, organizat ion development, performance measurement, board development and governan ce, business process transformation, and leadership development.
< a title="Register Link" href="https://www.drfonline.org/events/series/id /22/2019-duke-nonprofit-capacity-building-tr">Click here to register.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit? Board Development/Governance UID:BAD1F3A4CBD3E12D99087D04BA91510B ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20191119T040000 DTEND:20191119T110000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Jeanne Allen, Ed.S. jeanneallennc@yahoo.com I n order to be successful, nonprofit organizations require strong leaders hip from their Board of Directors. The board responsibility is to manage the corporation which includes, but is not limited to, overseeing the s enior management’s effectiveness, organizational policies and proc edures, and the execution of its strategies. Learn the roles and r esponsibilities of the board, including its paramount duties, and why bo ard accountability requires a fully engaged and active board of director s who manage the organization. Discuss how you may increase board members’ commitment to the mission and purpose of your organizatio n, and how boards must fulfill their legal and governance duties. This course addresses the following topics: the board’s role and r esponsibilities, the board and the executive director’s relationsh ip, financial and legal responsibilities of the board, and how to recrui t and select good board members. Learning ObjectivesUnderstand the board’s roles and responsibilitiesDiscuss how board accountability prompted by a nonprofit’s internal and external stakeholders requ ires a fully engaged and active board who manages the organizationBio: J eanne Allen, Ed.S, has 30+ years of nonprofit sector experience in a var iety of management and staff positions, including consulting with nonpro fits on Strategic Planning and Board Development, Instructor in the Duke University Nonprofit Management Program; Management Consultant at Girl Scouts USA National Headquarters in NYC; and Assistant Dean, Multi cultural Programs, Westchester Community College (NY). Ms. Allen earned an Ed.S. in Instructional Systems Technology and MS in Adult Education f rom Indiana University. Additionally, she holds the highly regarded Boar d Source Certified Governance Trainer.Click here to register. X-ALT-DESC;FMTTYPE=text/html:\n
Instructor: Jeanne Allen, Ed.S. < a href="mailto:jeanneallennc@yahoo.com">jeanneallennc@yahoo.com
In order to be successful, nonprofit organizations require stron g leadership from their Board of Directors. The board responsibility is to manage the corporation which includes, but is not limited to, oversee ing the senior management’s effectiveness, organizational policies and procedures, and the execution of its strategies. Learn the ro les and responsibilities of the board, including its paramount duties, a nd why board accountability requires a fully engaged and active board of directors who manage the organization. Discuss how you may increa se board members’ commitment to the mission and purpose of your or ganization, and how boards must fulfill their legal and governance dutie s. This course addresses the following topics: the board’s r ole and responsibilities, the board and the executive director’s r elationship, financial and legal responsibilities of the board, and how to recruit and select good board members.
Learning O bjectives
Bio : Jeanne Allen, Ed.S, has 30+ years of nonprofit sector experie nce in a variety of management and staff positions, including consulting with nonprofits on Strategic Planning and Board Development, Instructor in the Duke University Nonprofit Management Program; Management C onsultant at Girl Scouts USA National Headquarters in NYC; and Assistant Dean, Multicultural Programs, Westchester Community College (NY). Ms. A llen earned an Ed.S. in Instructional Systems Technology and MS in Adult Education from Indiana University. Additionally, she holds the highly r egarded Board Source Certified Governance Trainer.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Fundraising UID:BAD1F3B60171EB0F1C9D1629E14E3A32 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20200428T050000 DTEND:20200428T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Ruth Peebles, MPA, rpeebles@theinsgroup.com & nbsp;How do you move from knowing you need money to receiving the check? This class addresses engaging your board in fundraising, the purpose fo r seeking money, finding the right funders to ask, and writing applicati on forms. Learn valuable knowledge about leading a successful fundraiser , and overcoming fears when making “the ask”.Key Learning Ob jectivesUnderstand the need to engage your board in fundraising.Learn ho w to address your nonprofit’s needs to funders.Bio: Ruth Peebles, MPA, offers over 30 years of hands?on experience in nonprofit management , project management, fundraising and organizational development. The IN S Group was founded in 1999 with the mission of helping federal, state, and local government agencies, nonprofits, and faith-based institutions use innovative solutions to build their capacity and sustain their progr ams and services. Ms. Peebles is an instructor for the Duke University C ertificate Program in Nonprofit Management and served as an adjunct inst ructor for the School of Public and International Affairs Master of Publ ic Administration Program at North Carolina State University. Ms. Peeble s currently serves on Wake County Affiliate Board of the North Carolina Community Foundation and Student U Board of Directors. She is a founding member of the Next Generation of African American Philanthropists givin g circle.Please return to this page to register. X-ALT-DESC;FMTTYPE=text/html:\n
Instructor: Ruth Peebles, MPA, rpeebles@theinsgroup.com&nbs p;
How do you move from knowing you need money to receiving the check? This class addresses engaging your board in fundraising, the purpose for seeking money, finding the right funders to ask, and writing application forms. Learn valuable knowledge about leading a successful fundraiser, and overcoming fears when making “the ask”.
< p>Key Learning ObjectivesBio: R uth Peebles, MPA, offers over 30 years of hands?on experience in nonprof it management, project management, fundraising and organizational develo pment. The INS Group was founded in 1999 with the mission of helping fed eral, state, and local government agencies, nonprofits, and faith-based institutions use innovative solutions to build their capacity and sustai n their programs and services. Ms. Peebles is an instructor for the Duke University Certificate Program in Nonprofit Management and served as an adjunct instructor for the School of Public and International Affairs M aster of Public Administration Program at North Carolina State Universit y. Ms. Peebles currently serves on Wake County Affiliate Board of the No rth Carolina Community Foundation and Student U Board of Directors. She is a founding member of the Next Generation of African American Philanth ropists giving circle.
Please return to this page to register.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Coaching for Top Performance UID:BAD1F3C8D7501D08E1C5084EC64CDB82 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20200519T050000 DTEND:20200519T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Benjamin Quinn, benquinn@farmblue.com Coachin g is central to performance management and typically used to help an emp loyee improve his/her performance. Coaching can help managers develop th e climate, environment, and process that empowers individuals and teams to create desired results. After participating in this workshop, partici pants should be able to identify the benefits of coaching, assess why so me managers avoid coaching, recognize the characteristics of effective c oaches, analyze what is influencing unsatisfactory performance and how t o document the problem area, prepare for and conduct a coaching session, and avoid common coaching pitfalls.Key Learning ObjectivesUnderstand wh y coaching is considered central to performance managementKnow how coach ing could be beneficial to performance managementBio: Benjamin Quinn, MB A, of FarmBlue Ventures, Certified Business Coach who helps organization s increase their profitability, hire & retain excellent employees, & amp; systematize their operations. As an entrepreneur & advisor, he has helped, launched, & grown over 100 not-for-profit & for-prof it organizations since 1999. Ben has delivered customized training progr ams to students and staff at UNC, Duke, and NC Agricultural and Technica l State University, The Danville Regional Foundation, The Harvest Founda tion, Community Foundation of NC East, & numerous other organization s. Ben is a graduate of Stanford University. He earned an MBA (wit h a focus in Entrepreneurship) from the Duke University Fuqua School of Business.Please return to this page to register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Benjamin Quinn, benquinn@farmblue.com
Coaching is central to performance management and typically used to help an employee improve his/her performance. Coaching can help managers dev elop the climate, environment, and process that empowers individuals and teams to create desired results. After participating in this workshop, participants should be able to identify the benefits of coaching, assess why some managers avoid coaching, recognize the characteristics of effe ctive coaches, analyze what is influencing unsatisfactory performance an d how to document the problem area, prepare for and conduct a coaching s ession, and avoid common coaching pitfalls.
Key Learning O bjectives
Bio: Benjamin
Quinn, MBA, of FarmBlue Ventures, Certified Business Coach who helps or
ganizations increase their profitability, hire & retain excellent em
ployees, & systematize their operations. As an entrepreneur & ad
visor, he has helped, launched, & grown over 100 not-for-profit &
; for-profit organizations since 1999. Ben has delivered customized trai
ning programs to students and staff at UNC, Duke, and NC Agricultural an
d Technical State University, The Danville Regional Foundation, The Harv
est Foundation, Community Foundation of NC East, & numerous other or
ganizations. Ben is a graduate of Stanford University. He earned a
n MBA (with a focus in Entrepreneurship) from the Duke University Fuqua
School of Business.
Please return to this page to register.
\n< /BODY> END:VEVENT BEGIN:VEVENT SUMMARY: Sustainable Strategic Planning UID:BAD1F3D9B2909A9ED3B6CD7687E43F87 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20200623T050000 DTEND:20200623T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Anne Willson, anne@annewillson.com Participan ts explore the strategic planning process as an important tool for nonpr ofit organizations. Focus will be on the basic components of a strategic plan and the planning process, as well as comparing a variety of busine ss practice tools for an organizational assessment. Tools include the SW OT Analysis, Sustainability Matrix, and the Strategy Canvas, etc. This c ourse provides an opportunity for students to apply various tools and ex amine current practices in strategic planning.Key Learning ObjectivesExp lore the components of a strategic plan processApply various analysis to olsAnalyze sample plans from nonprofits Bio: Anne Willson works wit h nonprofits to strengthen the core structures of the organizations and increase their social impact. With a grounded, real-world perspect ive gained through twenty-seven years in the nonprofit sector, she assis ts organizations in addressing several fundamental issues necessary for compelling community engagement: sustainable strategic planning built fr om foundational pillars, solidifying organizational integrity, and ident ifying and leveraging organizational assets to broaden engagement and in crease both philanthropic and earned revenue streams. Anne holds t wo B.A.’s, an M.A. in Liberal Arts and a Duke Certificate in Nonpr ofit Management.Please return to this page to register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Anne Willson, anne@annewillson.com
Part icipants explore the strategic planning process as an important tool for nonprofit organizations. Focus will be on the basic components of a str ategic plan and the planning process, as well as comparing a variety of business practice tools for an organizational assessment. Tools include the SWOT Analysis, Sustainability Matrix, and the Strategy Canvas, etc. This course provides an opportunity for students to apply various tools and examine current practices in strategic planning.
Key L earning Objectives
Bio: Anne Willson works with nonprofits to strengthen the core structures of the organizations and increase their social impact. With a grounded, r eal-world perspective gained through twenty-seven years in the nonprofit sector, she assists organizations in addressing several fundamental iss ues necessary for compelling community engagement: sustainable strategic planning built from foundational pillars, solidifying organizational in tegrity, and identifying and leveraging organizational assets to broaden engagement and increase both philanthropic and earned revenue streams.& nbsp; Anne holds two B.A.’s, an M.A. in Liberal Arts and a Duke Ce rtificate in Nonprofit Management.
Please return to this page to register.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Organizational Culture and Diversity UID:BAD1F3EAE965600DD9662647165D1B63 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20200728T050000 DTEND:20200728T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Inderdeep Chatrath, Ph.D., inderdeep.chatrath@duke .eduBio: Inderdeep Chatrath, Ph.D., Assistant Vice President of Equal Op portunity & Affirmative Action Programs in the Office for Institutio nal Equity, Duke University and Duke University Health System. In this role, she is responsible for designing studies, compiling and repor ting institutional data pursuant to federal regulations and coordinating research and evaluation studies to identify progress and trends. During her tenue at Duke, Dr. Chatrath has been responsible for institut ional research functions, managed programs for harassment prevention, di versity, and disability management. Dr. Chatrath is an active memb er of the American Association for Access, Equity and Diversity (AAAED) and is actively involved in evaluating, developing and teaching courses for the AAAED Professional Development and Training Institute. Plea se return to this page to register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Inderdeep Chatrath, P h.D., inderdeep.chatrath@du ke.edu
Bio: Inderdeep Chatrath, Ph.D., Assist ant Vice President of Equal Opportunity & Affirmative Action Program s in the Office for Institutional Equity, Duke University and Duke Unive rsity Health System. In this role, she is responsible for designin g studies, compiling and reporting institutional data pursuant to federa l regulations and coordinating research and evaluation studies to identi fy progress and trends. During her tenue at Duke, Dr. Chatrath has been responsible for institutional research functions, managed programs for harassment prevention, diversity, and disability management. Dr. Chatrath is an active member of the American Association for Access, Equity and Diversity (AAAED) and is actively involved in evaluating, de veloping and teaching courses for the AAAED Professional Development and Training Institute.
Please return to this page to register.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Grant Writing & Compliance UID:BAD1F3FB0D2FCCD3F3492B4E3DFF209F ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20200825T050000 DTEND:20200825T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Ruth Peebles, MPA, rpeebles@theinsgroup.comThis cl ass focuses on the important elements of a grant proposal including: the cover letter, executive summary, need statement, goals and objectives, methodology, evaluation, and the budget and future funding. Learn the ty pical questions funders ask when considering a proposal and the criteria used. Participants will be guided through the grants management process - from preparation of a grant proposal to the fiscal report preparation . Topics include: monitoring and reporting requirements, fiscal manageme nt, and accountability. Practical tips for ensuring compliance and impro ving chances of future success will be presented. In addition to proposa l writing and compliance, participants will learn strategies to diversif y a nonprofit’s base through individual and corporate donor progra ms.Key Learning ObjectivesImplement effective processes & practices that lead to successful grant writingConduct grant research via the Inte rnet, publications, other sources and prioritize prospectsDetermine the most effective writing strategies and styles for various grant applicati onsEvaluate and assess grant proposals after reviewing and critiquing a well-written proposalEnsure compliance and report on a grant's progress and impactDevelop an individual and corporate donor solicitation program Bio: Ruth Peebles, MPA, offers over 30 years of hands?on experience in n onprofit management, project management, fundraising and organizational development. The INS Group was founded in 1999 with the mission of helpi ng federal, state, and local government agencies, nonprofits, and faith- based institutions use innovative solutions to build their capacity and sustain their programs and services. Ms. Peebles is an instructor for th e Duke University Certificate Program in Nonprofit Management and served as an adjunct instructor for the School of Public and International Aff airs Master of Public Administration Program at North Carolina State Uni versity. Ms. Peebles currently serves on Wake County Affiliate Board of the North Carolina Community Foundation and Student U Board of Directors . She is a founding member of the Next Generation of African American Ph ilanthropists giving circle.Please return to this page to register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Ruth Peebles, MPA, rpeebles@theinsgroup.com
This class focuses on the important elements of a grant proposal incl uding: the cover letter, executive summary, need statement, goals and ob jectives, methodology, evaluation, and the budget and future funding. Le arn the typical questions funders ask when considering a proposal and th e criteria used. Participants will be guided through the grants manageme nt process - from preparation of a grant proposal to the fiscal report p reparation. Topics include: monitoring and reporting requirements, fisca l management, and accountability. Practical tips for ensuring compliance and improving chances of future success will be presented. In addition to proposal writing and compliance, participants will learn strategies t o diversify a nonprofit’s base through individual and corporate do nor programs.
Key Learning Objectives
Bio: Ruth Peebles, MPA, offers over 30 years of hands?on experience in nonprofit management, pr oject management, fundraising and organizational development. The INS Gr oup was founded in 1999 with the mission of helping federal, state, and local government agencies, nonprofits, and faith-based institutions use innovative solutions to build their capacity and sustain their programs and services. Ms. Peebles is an instructor for the Duke University Certi ficate Program in Nonprofit Management and served as an adjunct instruct or for the School of Public and International Affairs Master of Public A dministration Program at North Carolina State University. Ms. Peebles cu rrently serves on Wake County Affiliate Board of the North Carolina Comm unity Foundation and Student U Board of Directors. She is a founding mem ber of the Next Generation of African American Philanthropists giving ci rcle.
Plea se return to this page to register.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Effective Leadership UID:BAD1F40EF10F35A30DD831F27E2C433D ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20200922T050000 DTEND:20200922T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Jeanne Allen, Jeanneallennc@yahoo.com Engage in discussion of what leadership means for nonprofit staff and boards.&n bsp; Emphasis will be on leadership challenges in the nonprofit sector. Discuss leadership best practices to help one navigate challenges. Share leadership goals. Explore relationship between decisi on making and leadership to enhance performance.Key Learning Objectives& nbsp;Identify and discuss key leadership skills, traits, and styles appropriate for nonprofitsDiscuss how to apply these leadership st rategies, skills, and principles in a nonprofit settingReflect on studen t’s personal leadership philosophy and how this aligns with leadin g in a nonprofit organizationBio: Jeanne Allen, Ed.S. has 30+ years of n onprofit sector experience. This includes her current business, Jeanne A llen Consulting, providing training and facilitation to nonprofits on Bo ard Development and Strategic Planning, as well as designing and facilit ating board and staff retreats. Prior to her role as Instructor in the D uke University Nonprofit Management Program, she worked in NY as a Manag ement Consultant at Girl Scouts USA National HQ in NYC; and Assistant De an, Multicultural Programs, Westchester Community College (NY). Ms. Alle n earned an Ed.S.in Instructional Systems Technology and MS in Adult Edu cation from Indiana University and a BA from UNC-CH. Additionally, Jeanne holds the highly regarded Certified Governance Trainer (CGT) fro m Board Source.Please return to this page to register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Jeanne Allen, Jeanneallennc@yahoo.com
< p>Engage in discussion of what leadership means for nonprofit staff and boards. Emphasis will be on leadership challenges in the nonprofit sector. Discuss leadership best practices to help one navigate challeng es. Share leadership goals. Explore relationship betwe en decision making and leadership to enhance performance.Key Learning Objectives
Bio: Jeanne Allen, Ed. S. has 30+ years of nonprofit sector experience. This includes her curre nt business, Jeanne Allen Consulting, providing training and facilitatio n to nonprofits on Board Development and Strategic Planning, as well as designing and facilitating board and staff retreats. Prior to her role a s Instructor in the Duke University Nonprofit Management Program, she wo rked in NY as a Management Consultant at Girl Scouts USA National HQ in NYC; and Assistant Dean, Multicultural Programs, Westchester Community C ollege (NY). Ms. Allen earned an Ed.S.in Instructional Systems Technolog y and MS in Adult Education from Indiana University and a BA from UNC-CH . Additionally, Jeanne holds the highly regarded Certified Governa nce Trainer (CGT) from Board Source.
Please return to this page to register.\n END:VEVENT BEGIN:VEVENT SUMMARY:Principles of Marketing for Nonprofits UID:BAD1F41DF4116CDABC8E0511E95A5D5C ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20201027T050000 DTEND:20201027T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Kelly Joyner Lee, kjlee1971@gmail.com Marketi ng is important for nonprofit organizations. Find out how nonprofi ts use different marketing tactics to promote their message and their or ganization Also, why it is good for nonprofits to channel th eir energy into the best ways for them to be heard. Participants w ill discuss strategies, audience lists, and ideas that they have de veloped based on the premises taught in session one. They will work with the instructor and classmates to refine and hone their strategy an d tactics based on best practices. The end result will be the begin ning of a strategic communication and marketing plan that can be implemented across an organization.This high energy course will help you focus on expanding your nonprofit network. Find the conne ction between engagement and collaboration through a series of exercises designed to help you identify your organization’s assets and need s. This course is designed to help you turn viewers into volunteer s by identifying who those potential superstars are and how to keep them engaged with YOUR nonprofit. Want to widen your circle? This is t he course for you!Key Learning ObjectivesDiscuss participants’ str ategies for effective marketing.Learn how to refine and hone your strate gy.Know who you are marketing to.Bio: Kelly Joyner Lee works as a Regional Director for the North Carolina Community Foundation, serving s even counties in Eastern NC. She has extensive experience in board and fund development, grant writing, small group facilitation, marketin g, and nonprofit engagement in communities. Ms. Lee is the co-crea tor of the ‘Leading for Tomorrow Nonprofit Capacity Building Summi t” and a founding member of the Women Givers of Nash-Rocky Mount.& nbsp;Please return to this page to register. X-ALT-DESC;FMTTYPE=text/html:
\nInstructor: Kelly Joyner Lee, kjlee1971@gmail.com
Ma rketing is important for nonprofit organizations. Find out how non profits use different marketing tactics to promote their message and the ir organization Also, why it is good for nonprofits to chann el their energy into the best ways for them to be heard.
Pa rticipants will discuss strategies, audience lists, and ideas that they have developed based on the premises taught in session one. They wi ll work with the instructor and classmates to refine and hone their ;strategy and tactics based on best practices. The end result will be th e beginning of a strategic communication and marketi ng plan that can be implemented across an organization.
This high energy course will help you focus on expanding your nonprofit network.&n bsp; Find the connection between engagement and collaboration through a series of exercises designed to help you identify your organization&rsqu o;s assets and needs. This course is designed to help you turn vie wers into volunteers by identifying who those potential superstars are a nd how to keep them engaged with YOUR nonprofit. Want to widen you r circle? This is the course for you!
Key Learning Objecti ves
Bio: Kelly Joyner Lee works as a Regional Director for the North Carolina Community Foundation, serving seven counties in Eastern NC. She ha s extensive experience in board and fund development, grant writing, sma ll group facilitation, marketing, and nonprofit engagement in communitie s. Ms. Lee is the co-creator of the ‘Leading for Tomorrow No nprofit Capacity Building Summit” and a founding member of the Wom en Givers of Nash-Rocky Mount.
Please return to this page to register.\n END:VEVENT BEGIN:VEVENT SUMMARY:Community Engagement & Collaboration UID:BAD1F42D0988BFE8808CD50E4831F4C0 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20201117T040000 DTEND:20201117T110000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Kelly Joyner Lee, kjlee1971@gmail.com Underst and collaboration and how it works. This high energy course will h elp you focus on expanding your nonprofit network. Find out the co nnection between engagement and collaboration through a series of exerci ses designed to help you identify your organization’s assets and n eeds. Where are you now and where do you want to go?This course is designed to help you turn viewers into volunteers by identifying who th ose potential superstars are and how to keep them engaged with YOUR nonp rofit. Want to widen your circle? This is the course for you!Key L earning ObjectivesLearn how to expand your nonprofit’s circle of c ollaboration.Know the incentives/benefits/advantages of community engage ment and collaboration.Bio: Kelly Joyner Lee works as a Regional D irector for the North Carolina Community Foundation, serving seven count ies in Eastern NC. She has extensive experience in board and fund development, grant writing, small group facilitation, marketing, and non profit engagement in communities. Ms. Lee is the co-creator of the ‘Leading for Tomorrow Nonprofit Capacity Building Summit” a nd a founding member of the Women Givers of Nash-Rocky Mount. ;Please return to this page to register. X-ALT-DESC;FMTTYPE=text/html:
\nInstructor: Kelly Joyner Lee, kjlee1971@gmail.com
Un derstand collaboration and how it works. This high energy course w ill help you focus on expanding your nonprofit network. Find out t he connection between engagement and collaboration through a series of e xercises designed to help you identify your organization’s assets and needs. Where are you now and where do you want to go?
Th is course is designed to help you turn viewers into volunteers by identi fying who those potential superstars are and how to keep them engaged wi th YOUR nonprofit. Want to widen your circle? This is the course f or you!
Key Learning Objectives
Bio: Kelly Joyner Lee works as a Regional Director for the North Carolina Community Foundation, serv ing seven counties in Eastern NC. She has extensive experience in board and fund development, grant writing, small group facilitation, mar keting, and nonprofit engagement in communities. Ms. Lee is the co -creator of the ‘Leading for Tomorrow Nonprofit Capacity Building Summit” and a founding member of the Women Givers of Nash-Rocky Mo unt.
Please return to this page to register.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit-Planning and Evaluation UID:BAD1F43EC5BFAEC8DA301AA4ED49FE1F ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20210427T050000 DTEND:20210427T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Heinemeier, Sarah, Ph.D., sarahhei@compasseval.com Discuss what it takes to incorporate an effective and comprehensive prog ram evaluation. Understand program evaluation has an impact on services and sustainability offered by nonprofits. Participants will understand ways in which program evaluation impacts potential funding an d organizational sustainability.During this interactive class, understan d why evaluation is important and how it includes key stakeholders&rsquo ; roles, the utility of theories of change, how to design an evaluation plan, and basics of data collection. Key Learning ObjectivesU nderstand the who, why, when, and how of program evaluation.Discuss an a ction plan for addressing evaluation in your organization.Instructor Bio : Sarah Heinemeier Ph.D. is a founding partner of Compass Evaluation and Research, Inc. Sarah became interested and started working in evaluatio n as a graduate student at UNC-Chapel Hill. As a practitioner of collabo rative and participatory evaluation, she loves interacting with groups a nd building capacity to use data as part of an ongoing commitment to imp roving conditions and outcomes for children, families, and communities. Ms. Heinemeier has a Master’s degree in Anthropology and a Doctora te in Social Foundations for Education from UNC-Chapel Hill.Click here t o register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Heinemeier, Sarah, Ph .D., sarahhei@compasseval.com
Discuss what it takes to incorporate an effective and comprehensive program evaluation. Understand program e valuation has an impact on services and sustainability offered by nonpro fits. Participants will understand ways in which program eva luation impacts potential funding and organizational sustainability.
During this interactive class, understand why evaluation is important and how it includes key stakeholders’ roles, the utility of theor ies of change, how to design an evaluation plan, and basics of data coll ection.
Key Learning Objectives
Instructor Bio: Sarah Heinemeier Ph.D. i s a founding partner of Compass Evaluation and Research, Inc. Sarah beca me interested and started working in evaluation as a graduate student at UNC-Chapel Hill. As a practitioner of collaborative and participatory e valuation, she loves interacting with groups and building capacity to us e data as part of an ongoing commitment to improving conditions and outc omes for children, families, and communities. Ms. Heinemeier has a Maste r’s degree in Anthropology and a Doctorate in Social Foundations f or Education from UNC-Chapel Hill.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit? Board Development/Governance UID:BAD1F44F06B5B125A2CEC913D29B1DE9 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20210525T050000 DTEND:20210525T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Allen, Jeanne, Ed.S. jeanne@jeanneallenconsulting. com To be successful, nonprofit organizations require strong leader ship from their Board of Directors. The board responsibility is to manag e the corporation which includes, but is not limited to, overseeing the senior management’s effectiveness, organizational policies and pro cedures, and the execution of its strategies. Learn the roles and responsibilities of the board, including its paramount duties, and why b oard accountability requires a fully engaged and active board of directo rs who manage the organization. Discuss how you may increase board members’ commitment to the mission and purpose of your organizati on, and how boards must fulfill their legal and governance duties. ;This course addresses the following topics: the board’s role and responsibilities, the board and the executive director’s relations hip, financial and legal responsibilities of the board, and how to recru it and select good board members. Key Learning ObjectivesUnderstand the board’s roles and responsibilities.Discuss how board accounta bility prompted by a nonprofit’s internal and external stakeholder s requires a fully engaged and active board who manages the organization .Instructor Bio: Jeanne Allen’s expertise is Strategy, Innovation, and Leadership in the nonprofit sector. As a BoardSource Certified Gove rnance Trainer, she is an expert in board development and governance and leadership. Jeanne also custom designs and facilitates engaging b oard and staff retreats, both online and in person, for nonprofits of va rious missions. Additionally, as an Instructor in the Duke University No nprofit Management Certificate Program, she teaches several courses: Boa rd Development and Governance, Strategic Planning, Succession Planning, Effective Meetings and Leadership in Nonprofits. Previously, Jeanne was Assistant Dean, Multicultural Programs at Westchester Community College, NY as well as internal consultant with Girl Scouts USA in NYC. Ms. Alle n earned an Ed.S. in Instructional Systems Technology, and MS in Adult E ducation from Indiana University, and a BA from UNC-CH.Click here to reg ister. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Allen, Jeanne, Ed.S. jeanne@jeanneallencons ulting.com
To be successful, nonprofit organizations req uire strong leadership from their Board of Directors. The board responsi bility is to manage the corporation which includes, but is not limited t o, overseeing the senior management’s effectiveness, organizationa l policies and procedures, and the execution of its strategies.
Learn the roles and responsibilities of the board, including its pa ramount duties, and why board accountability requires a fully engaged an d active board of directors who manage the organization. Discuss h ow you may increase board members’ commitment to the mission and p urpose of your organization, and how boards must fulfill their legal and governance duties. This course addresses the following topics: th e board’s role and responsibilities, the board and the executive d irector’s relationship, financial and legal responsibilities of th e board, and how to recruit and select good board members.
< strong>Key Learning Objectives
Instructor Bio: Jeanne Allen’s expert ise is Strategy, Innovation, and Leadership in the nonprofit sector. As a BoardSource Certified Governance Trainer, she is an expert in board de velopment and governance and leadership. Jeanne also custom design s and facilitates engaging board and staff retreats, both online and in person, for nonprofits of various missions. Additionally, as an Instruct or in the Duke University Nonprofit Management Certificate Program, she teaches several courses: Board Development and Governance, Strategic Pla nning, Succession Planning, Effective Meetings and Leadership in Nonprof its. Previously, Jeanne was Assistant Dean, Multicultural Programs at We stchester Community College, NY as well as internal consultant with Girl Scouts USA in NYC. Ms. Allen earned an Ed.S. in Instructional Systems T echnology, and MS in Adult Education from Indiana University, and a BA f rom UNC-CH.
Click here to register.\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit ? Financial Management UID:BAD1F462EA765FEA36825DDEEB34A50A ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20210622T050000 DTEND:20210622T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Stratton, Ann Vandervliet tavandervliet@hotmail.co m Gain an understanding of financial management for nonprofits and focus on topics integral to nonprofit fiscal management. Learn fin ance terms as they relate to the effective operation of a nonprofit orga nization. Discuss how to track income and expenses to specific pro grams to fulfill expectations of funders, donors and the IRS. The role of the board, staff, and committees are covered. Become famil iar with the standards of excellence for nonprofit organizations and gai n an understanding of financial statements, budgeting, and surviving an audit.Key Learning ObjectivesUnderstand financial management.Attain the complete bottom line on programs.Use tools and skills to give foundation s the results they ask for.Understand how to read and interpret financia l reports.Instructor Bio: Ann Vandervliet Stratton serves as the E xecutive Director of Smart Beginnings Danville Pittsylvania, a regional school readiness coalition in southern Virginia. She strategically directed public and private investments of $7.5 million dollars since 2 011. This resulted in a 50% improvement in the state’s pre-l iteracy assessment in Danville.Ms. Stratton holds a B.A. in Internationa l Studies from USC, and a Duke Certificate in Nonprofit Management. ; She has 20 years of experience in nonprofit management with a strong b ackground in systems development. Ann has served in a variety of l eadership roles and works closely with local, state, and federal funders . She chaired the Danville Public Schools Foundation Board, served on Virginia’s Early Childhood Council, and the Danville Pittsylva nia Community Policy Management Board.Click her to register. X-ALT-DESC;FMTTYPE=text/html:
\nInstructor: Stratton, Ann Vanderv liet tavandervliet@hotmail.co m
Gain an understanding of financial management for nonp rofits and focus on topics integral to nonprofit fiscal management. ; Learn finance terms as they relate to the effective operation of a non profit organization. Discuss how to track income and expenses to s pecific programs to fulfill expectations of funders, donors and the IRS. The role of the board, staff, and committees are covered. B ecome familiar with the standards of excellence for nonprofit organizati ons and gain an understanding of financial statements, budgeting, and su rviving an audit.
Key Learning Objectives
Instructor Bio: Ann Vand ervliet Stratton serves as the Executive Director of Smart Beginnings Da nville Pittsylvania, a regional school readiness coalition in southern V irginia. She strategically directed public and private investments of $7.5 million dollars since 2011. This resulted in a 50% improv ement in the state’s pre-literacy assessment in Danville.
Ms . Stratton holds a B.A. in International Studies from USC, and a Duke Ce rtificate in Nonprofit Management. She has 20 years of experience in nonprofit management with a strong background in systems development. Ann has served in a variety of leadership roles and works closely with local, state, and federal funders. She chaired the Danville Public Schools Foundation Board, served on Virginia’s Early Childh ood Council, and the Danville Pittsylvania Community Policy Management B oard.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Human Resource Development UID:BAD1F474A81D31469CBA3A880F8BC52C ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20210727T050000 DTEND:20210727T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Kenney, Robert, Ph.D., ptt@lynchburg.net ;The Nonprofit sector faces many obstacles when it comes to identifying, hiring and retaining top-tier staff and leadership. According to the Society for Human Resource Management, just under 60 percent of huma n resource professionals over the next decade will see their largest cha llenge ahead to be in recruiting, retaining the next generation of organ izational leadership. Improving your nonprofit recruiting process has never been more important.Key Learning ObjectivesUnderstand how pote ntial talent see your nonprofit organizationIncorporate information that counters negative assumptions abbot your organization in your first con tact with prospective talentInstructor Bio: Bob Kenney, Ph.D.is Presiden t and Founder of Partners Through Training, based in Richmond, Virginia since 1993 and has taught hundreds of classes as part of Duke University ’s Nonprofit Management Certificate since 1995. As a trainer and b usiness consultant since 1993, Bob has worked nationally and internation ally with thousands of people looking to develop practical business skil ls in the areas of leadership, management, and team development; managin g and working within a remote team; influence and motivation skills; mee ting management and facilitation; creative problem solving and innovatio n; mentoring, strategic partnerships, and interpersonal collaboration. B ob has designed and delivered professional development workshops for a v ariety of clients in the US, including nonprofit organizations; pharmace utical and health care organizations; manufacturing plants; educational facilities; commercial airlines and other service-based corporations; an d local, state, and federal government agencies. Bob has partnered with 19 centers for continuing and executive education at major universities, such as Duke University, the Universities of North Carolina, Virginia, Pittsburgh, Richmond, Maine, and Southern Maine. Bob holds Masters and D octorate degrees in social and organizational psychology, with a special ization in small group training and organizational analysis, from the St ate University of New York at Buffalo.Click here to register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Kenney, Robert, Ph.D., ptt@lynchburg.net
The Nonprofit sector faces many obstacles when it comes to identifyi ng, hiring and retaining top-tier staff and leadership. According to the Society for Human Resource Management, just under 60 percent of h uman resource professionals over the next decade will see their largest challenge ahead to be in recruiting, retaining the next generation of or ganizational leadership. Improving your nonprofit recruiting proce ss has never been more important.
Key Learning Objectives< /strong>
Instructor Bio: Bob Kenney, Ph.D.is Pr esident and Founder of Partners Through Training, based in Richmond, Vir ginia since 1993 and has taught hundreds of classes as part of Duke Univ ersity’s Nonprofit Management Certificate since 1995. As a trainer and business consultant since 1993, Bob has worked nationally and inter nationally with thousands of people looking to develop practical busines s skills in the areas of leadership, management, and team development; m anaging and working within a remote team; influence and motivation skill s; meeting management and facilitation; creative problem solving and inn ovation; mentoring, strategic partnerships, and interpersonal collaborat ion. Bob has designed and delivered professional development workshops f or a variety of clients in the US, including nonprofit organizations; ph armaceutical and health care organizations; manufacturing plants; educat ional facilities; commercial airlines and other service-based corporatio ns; and local, state, and federal government agencies. Bob has partnered with 19 centers for continuing and executive education at major univers ities, such as Duke University, the Universities of North Carolina, Virg inia, Pittsburgh, Richmond, Maine, and Southern Maine. Bob holds Masters and Doctorate degrees in social and organizational psychology, with a s pecialization in small group training and organizational analysis, from the State University of New York at Buffalo.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Social Enterprise as a Strategy for Nonprofits UID:BAD1F488A3A5F8DC98FC0ABA2E646638 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20210824T050000 DTEND:20210824T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Stern, Jeff, MBA, jeffrey, m.stern@gmail.comS ocial enterprise, roughly defined as using business methods in pursuit o f social impact, has grown tremendously over the past two decades. We wi ll focus on how nonprofits are using social enterprise to increase unres tricted funds, and on operational effectiveness and efficiency. The clas s will start with an overview of the various forms of social entrepreneu rship, and move to the specifics of how this plays out for nonprofits, i ncluding some of the benefits and pitfalls of moving into social enterpr ise.Key Learning ObjectivesUnderstand the various forms of social enterp rise and related financing options.Understand potential benefits and pit falls of adopting social enterprise within a nonprofit structure.Instruc tor Bio: Jeff Stern, MBA, has worked in the social sector for over 25 ye ars, as a volunteer, staff member, executive director and board member. He earned his MBA from Duke's Fuqua School of Business in 2003, where he focused his studies on social enterprise, strategy, and marketing. Jeff is currently Director of Business Operations for TROSA, an innovative, multi-year residential program that enables people with substance use di sorders to be productive, recovering individuals by providing comprehens ive treatment, experiential vocational training, education, and continui ng care. Prior to TROSA, Jeff worked at the numerous nonprofits in the f ield of informal education, including Durham Public Schools and the Muse um of Life and Science. His prior Board service experience reflects his interests in the arts, social justice and community development. Cl ick her to register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Stern, Jeff, MBA , jeffrey, m.stern@gmail.com
< p>Social enterprise, roughly defined as using business methods in pursui t of social impact, has grown tremendously over the past two decades. We will focus on how nonprofits are using social enterprise to increase un restricted funds, and on operational effectiveness and efficiency. The c lass will start with an overview of the various forms of social entrepre neurship, and move to the specifics of how this plays out for nonprofits , including some of the benefits and pitfalls of moving into social ente rprise.Key Learning Objectives
Instructor Bio: Jeff Stern, MBA, has worked in the social sector for over 25 years, as a volunteer, staff member, executive director and board me mber. He earned his MBA from Duke's Fuqua School of Business in 2003, wh ere he focused his studies on social enterprise, strategy, and marketing . Jeff is currently Director of Business Operations for TROSA, an innova tive, multi-year residential program that enables people with substance use disorders to be productive, recovering individuals by providing comp rehensive treatment, experiential vocational training, education, and co ntinuing care. Prior to TROSA, Jeff worked at the numerous nonprofits in the field of informal education, including Durham Public Schools and th e Museum of Life and Science. His prior Board service experience reflect s his interests in the arts, social justice and community development.&n bsp;
\n END:VEVENT BEGIN:VEVENT SUMMARY:Grant Writing and Compliance UID:BAD1F49A9D6991129FF6334F952A4ECC ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20210928T050000 DTEND:20210928T080000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Peebles, Ruth, MPA, rpeebles@theinsgroup.com& nbsp;This course will guide participants through the grant’s manag ement process -- from the preparation of a grant proposal to fiscal repo rt preparation. Participants will learn the important elements of a gran t proposal -- including the cover letter, executive summary, need statem ent, goals, objectives, methodology, evaluation, the budget and future f unding. The session will feature strategies for building relationships w ith funders and the typical questions funders ask when considering a pro posal and the criteria used. Practical tips for ensuring compliance and improving chances of future success will be presented. Key Learning ObjectivesUnderstand Public Grants -- [Local, State, Federal]Understand Private Grants -- [Corporations, Foundations]Implement effective proces ses and practices that lead to successful grant writing including how to build relationships with funders.Understand the essential components of a grant proposal package.Evaluate and access grant proposals after revi ewing and critiquing a proposal sample.Create a system for compliance ma nagement – report on a grant’s progress and impact.Instructo r Bio: Ruth Peebles, MPA, President of The INS Group offers over 3 0 years of hands?on experience in nonprofit management, project manageme nt, fundraising and organizational development. The INS Group was founde d in 1999 with the mission of helping federal, state, and local governme nt agencies, nonprofits, and faith-based institutions use innovative sol utions to build their capacity and sustain their programs and services. Ms. Peebles is an instructor for the Duke University Nonprofit Managemen t Program and served as an adjunct instructor for the School of Public a nd International Affairs Master of Public Administration Program at Nort h Carolina State University. Ms. Peebles currently serves on Wake County Affiliate Board of the North Carolina Community Foundation and Student U Board of Directors. She is a founding member of the Next Generation of African American Philanthropists giving circle.Click here to register.& nbsp; X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Peebles, Ruth, M PA, rpeebles@theinsgroup.com
This course will guide participants through the grant&rsq uo;s management process -- from the preparation of a grant proposal to f iscal report preparation. Participants will learn the important elements of a grant proposal -- including the cover letter, executive summary, n eed statement, goals, objectives, methodology, evaluation, the budget an d future funding. The session will feature strategies for building relat ionships with funders and the typical questions funders ask when conside ring a proposal and the criteria used. Practical tips for ensuring compl iance and improving chances of future success will be presented.
Key Learning Objectives
Instructor Bio: Ruth Peebl es, MPA, President of The INS Group offers over 30 years of hands?on exp erience in nonprofit management, project management, fundraising and org anizational development. The INS Group was founded in 1999 with the miss ion of helping federal, state, and local government agencies, nonprofits , and faith-based institutions use innovative solutions to build their c apacity and sustain their programs and services. Ms. Peebles is an instr uctor for the Duke University Nonprofit Management Program and served as an adjunct instructor for the School of Public and International Affair s Master of Public Administration Program at North Carolina State Univer sity. Ms. Peebles currently serves on Wake County Affiliate Board of the North Carolina Community Foundation and Student U Board of Directors. S he is a founding member of the Next Generation of African American Phila nthropists giving circle.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Community Engagement UID:BAD1F4AFD05F02F4D21C8BADE9D7D3B4 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20211026T050000 DTEND:20211026T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Everson, Wendi Goods, MBA, wgeverson@gmail.co m It is important for nonprofit organizations to be engaged and rel evant to the community that they are located in. By becoming an ac tive member in the local area, you increase the recognition of your orga nization, and meet the people that make up the community you operate in. The people in your community are your base of volunteers and donors, an d your nonprofit needs to recognize them and appreciate their efforts in supporting your cause. While community organizing invol ves the process of building a grassroots movement involving communities, community engagement primarily deals with the practice of moving commun ities toward change, usually from a stalled or suspended position. Community engagement includes involvement and participation in an organ ization for the good of communities. Engagement is a dynamic relat ional process that facilitates communication, involvement and exchange b etween an organization and a community for a range of social and organiz ational outcomes. Key Learning ObjectivesUnderstand what community engagement may involve.Learn how to build a grassroots movement involvin g communities, community engagement that primarily deals with the practi ce of moving communities toward change, usually from a stalled or suspen ded position.Understand and be responsive to community needs, views, and expectations.Instructor Bio: Wendi Goods Everson, MBA, is a community d evelopment professional with 20+ years of government, nonprofit, and phi lanthropic experience. Everson worked for the Danville Regional Fo undation and led efforts focused on civic engagement, leadership develop ment and community building. Additional experience includes neighb orhood revitalization, fair housing and youth development. She ser ved as VP of River District Association, Chair of Fair Housing Board for City of Danville and Board member for Danville Head Start. She is a rec ipient of the Danville Pittsylvania County Chamber of Commerce Pace Awar d for excellence in community service. Ms. Everson has several yea rs of teaching/presentation experience. She has a B.A. in Art Hist ory from Temple University, MBA from Averett University and a Certificat e in Nonprofit Management from Duke University.Click her to register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Everson, Wendi G oods, MBA, wgeverson@gmail.com& nbsp;
It is important for nonprofit organizations to be engaged an d relevant to the community that they are located in. By becoming an active member in the local area, you increase the recognition of your organization, and meet the people that make up the community you operat e in. The people in your community are your base of volunteers and donor s, and your nonprofit needs to recognize them and appreciate t heir efforts in supporting your cause. While community organizing involves the process of building a grassroots movement involving communi ties, community engagement primarily deals with the practice of moving c ommunities toward change, usually from a stalled or suspended position.& nbsp; Community engagement includes involvement and participation in an organization for the good of communities. Engagement is a dynamic relational process that facilitates communication, involvement and excha nge between an organization and a community for a range of social and or ganizational outcomes.
Key Learning Objectives
Instructor Bio: Wendi Goods Everson, MBA, is a community development professional with 20+ years of government, n onprofit, and philanthropic experience. Everson worked for the Dan ville Regional Foundation and led efforts focused on civic engagement, l eadership development and community building. Additional experienc e includes neighborhood revitalization, fair housing and youth dev elopment. She served as VP of River District Association, Chair of Fair Housing Board for City of Danville and Board member for Danville Head St art. She is a recipient of the Danville Pittsylvania County Chamber of C ommerce Pace Award for excellence in community service. Ms. Everso n has several years of teaching/presentation experience. She has a B.A. in Art History from Temple University, MBA from Averett University and a Certificate in Nonprofit Management from Duke University.
< a href="https://www.drfonline.org/events/series/id/33/2021-nonprofit-cap acity-building-trainin">Click her to register.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Community Collaboration UID:BAD1F4C408522DA99E63879EBC9C8BB8 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20211116T040000 DTEND:20211116T110000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Lee, Kelly Joyner, kjlee1971@gmail.com U nderstand collaboration and how it works. This high energy course will help you focus on expanding your nonprofit network. Find out the connection between engagement and collaboration through a series of exercises designed to help you identify your organization’s assets and needs. Where are you now and where do you want to go?This cou rse is designed to help you turn viewers into volunteers by identifying who those potential superstars are and how to keep them engaged with YOU R nonprofit. Want to widen your circle? This is the course for you !Key Learning ObjectivesUnderstand how a dual partnership worksUnderstan d collaboration between nonprofit and private companiesInstructor Bio: K elly Joyner Lee works as a Program Officer for the North Carolina Commun ity Foundation, serving eighteen counties in Central NC. She has extensi ve experience in board and fund development, grant writing, small group facilitation, marketing, and nonprofit engagement in communities. Ms. Le e is the co-creator of the ‘Leading for Tomorrow Nonprofit Capacit y Building Summit” and a founding member of the Women Givers of Na sh-Rocky Mount. She holds a BA in Leadership in the Public Sector from North Carolina State University, graduating Summa Cum Laude, and an MS in Management and Leadership from WGU North Carolina. Lee has earned certifications in small group facilitation, nonprofit marketing, special event planning, and most recently completed training with the Di sney Institute, earning a certificate in Disney’s Approach to Lead ership Excellence. Lee earned her Certified Fundraising Credential (CFRE) in 2019.Click here to register. X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Lee, Kelly Joyne r, kjlee1971@gmail.com
Understand collaboration and how it works. This high energy co urse will help you focus on expanding your nonprofit network. Find out the connection between engagement and collaboration through a serie s of exercises designed to help you identify your organization’s a ssets and needs. Where are you now and where do you want to go?
This course is designed to help you turn viewers into volunteers by identifying who those potential superstars are and how to keep them enga ged with YOUR nonprofit. Want to widen your circle? This is the co urse for you!
Key Learning Objectives
Instructor Bio: Kelly Joyner Lee works as a Program Officer for the North Carolina Community Foundation, serving eighteen counties in Central NC. She has extensive experience in board and fund development, grant writin g, small group facilitation, marketing, and nonprofit engagement in comm unities. Ms. Lee is the co-creator of the ‘Leading for Tomorrow No nprofit Capacity Building Summit” and a founding member of the Wom en Givers of Nash-Rocky Mount. She holds a BA in Leadership in the Public Sector from North Carolina State University, graduating Summa Cu m Laude, and an MS in Management and Leadership from WGU North Carolina. Lee has earned certifications in small group facilitation, nonpro fit marketing, special event planning, and most recently completed train ing with the Disney Institute, earning a certificate in Disney’s A pproach to Leadership Excellence. Lee earned her Certified Fundrai sing Credential (CFRE) in 2019.
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit-Planning and Evaluation UID:BAD1F4D8B0DF8545C590F28E4252E8E8 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20220426T050000 DTEND:20220426T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Heinemeier, Sarah, Ph.D., sarahhei@compasseval.com Discuss what it takes to incorporate an effective and comprehensive prog ram evaluation. Understand program evaluation has an impact on services and sustainability offered by nonprofits. Participants will understand ways in which program evaluation impacts potential funding an d organizational sustainability.During this interactive class, understan d why evaluation is important and how it includes key stakeholders&rsquo ; roles, the utility of theories of change, how to design an evaluation plan, and basics of data collection. Key Learning ObjectivesU nderstand the who, why, when, and how of program evaluation.Discuss an a ction plan for addressing evaluation in your organization.Instructor Bio : Sarah Heinemeier Ph.D. is a founding partner of Compass Evaluation and Research, Inc. Sarah became interested and started working in evaluatio n as a graduate student at UNC-Chapel Hill. As a practitioner of collabo rative and participatory evaluation, she loves interacting with groups a nd building capacity to use data as part of an ongoing commitment to imp roving conditions and outcomes for children, families, and communities. Ms. Heinemeier has a Master’s degree in Anthropology and a Doctora te in Social Foundations for Education from UNC-Chapel Hill.RETURN TO TH IS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\n
Instructor: Heinemeier, Sarah, Ph .D., sarahhei@compasseval.com
Discuss what it takes to incorporate an effective and comprehensive program evaluation. Understand program e valuation has an impact on services and sustainability offered by nonpro fits. Participants will understand ways in which program eva luation impacts potential funding and organizational sustainability.
During this interactive class, understand why evaluation is important and how it includes key stakeholders’ roles, the utility of theor ies of change, how to design an evaluation plan, and basics of data coll ection.
Key Learning Objectives
Instructor Bio: Sarah Heinemeier Ph.D. i s a founding partner of Compass Evaluation and Research, Inc. Sarah beca me interested and started working in evaluation as a graduate student at UNC-Chapel Hill. As a practitioner of collaborative and participatory e valuation, she loves interacting with groups and building capacity to us e data as part of an ongoing commitment to improving conditions and outc omes for children, families, and communities. Ms. Heinemeier has a Maste r’s degree in Anthropology and a Doctorate in Social Foundations f or Education from UNC-Chapel Hill.
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\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofits Professional?s Role as a Change Agent UID:BAD1F4EEBB24109FFBDE16370236F3B4 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20220524T050000 DTEND:20220524T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: John Curtis, Ph.D., jcurtis@iodinc.com Today& rsquo;s extraordinarily, dynamic environment places unprecedented demand s on all types, sizes and ages of nonprofits to change or risk extinctio n. However, productive change does not happen by accident nor can it be mandated. This will be a fast-paced, interactive and highly relevant cou rse on Change Management designed specifically for nonprofit leaders. Th is course offers proven, proprietary methodology using six “Change Drivers” to initiate and sustain organizational change to build c apacity, ensure continuing relevancy, and assure financial sustainabilit y.Key Learning Objectives Participants will:Identify their personal resp onses to change and how their leadership style impacts their effectivene ss as Nonprofit Change AgentsLearn how to measure their organization&rsq uo;s change capacity based on six Change Drivers to start change and mak e it permanentAssess their organization′s current track record of change and identify how to leverage enhancers and mitigate inhibitors th at impact its ability to changeDevelop a concrete, measurable Change Man agement Plan to ensure successful adoption of change initiatives they be gin in their organizationInstructor Bio: John Curtis, Ph.D. is a nonprof it consultant, researcher and organizational development specialist. He is the President of IOD, Inc., which has been providing consulting servi ces to nonprofits since 1986. His experience spans nearly 30 years and i nvolves planning and leading organizational development projects for hun dreds of organizations nationwide in the public, private and non-profit sectors. John holds a B.A. in Education, Masters in Counseling, and Ph.D . in Organizational Development.RETURN TO THIS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: John Curtis, Ph.D., < a href="mailto:jcurtis@iodinc.com">jcurtis@iodinc.com
To day’s extraordinarily, dynamic environment places unprecedented de mands on all types, sizes and ages of nonprofits to change or risk extin ction. However, productive change does not happen by accident nor can it be mandated. This will be a fast-paced, interactive and highly relevant course on Change Management designed specifically for nonprofit leaders . This course offers proven, proprietary methodology using six “Ch ange Drivers” to initiate and sustain organizational change to bui ld capacity, ensure continuing relevancy, and assure financial sustainab ility.
Key Learning Objectives
Participant s will:
Instructor Bio: John Curtis, Ph.D. is a nonprofit consultant, researcher and organizati onal development specialist. He is the President of IOD, Inc., which has been providing consulting services to nonprofits since 1986. His experi ence spans nearly 30 years and involves planning and leading organizatio nal development projects for hundreds of organizations nationwide in the public, private and non-profit sectors. John holds a B.A. in Education, Masters in Counseling, and Ph.D. in Organizational Development.
< a href="https://www.drfonline.org/events/series/id/37/2022-nonprofit-cap acity-building-trainin">RETURN TO THIS PAGE TO REGISTER
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit? Board Development/Governance UID:BAD1F502AD2AD68ED23965AC58664A55 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20220628T050000 DTEND:20220628T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Allen, Jeanne, Ed.S. jeanne@jeanneallenconsulting. com To be successful, nonprofit organizations require strong leader ship from their Board of Directors. The board responsibility is to manag e the corporation which includes, but is not limited to, overseeing the senior management’s effectiveness, organizational policies and pro cedures, and the execution of its strategies. Learn the roles and responsibilities of the board, including its paramount duties, and why b oard accountability requires a fully engaged and active board of directo rs who manage the organization. Discuss how you may increase board members’ commitment to the mission and purpose of your organizati on, and how boards must fulfill their legal and governance duties. ;This course addresses the following topics: the board’s role and responsibilities, the board and the executive director’s relations hip, financial and legal responsibilities of the board, and how to recru it and select good board members. Key Learning ObjectivesUnderstand the board’s roles and responsibilities.Discuss how board accounta bility prompted by a nonprofit’s internal and external stakeholder s requires a fully engaged and active board who manages the organization .Instructor Bio: Jeanne Allen’s expertise is Strategy, Innovation, and Leadership in the nonprofit sector. As a BoardSource Certified Gove rnance Trainer, she is an expert in board development and governance and leadership. Jeanne also custom designs and facilitates engaging b oard and staff retreats, both online and in person, for nonprofits of va rious missions. Additionally, as an Instructor in the Duke University No nprofit Management Certificate Program, she teaches several courses: Boa rd Development and Governance, Strategic Planning, Succession Planning, Effective Meetings and Leadership in Nonprofits. Previously, Jeanne was Assistant Dean, Multicultural Programs at Westchester Community College, NY as well as internal consultant with Girl Scouts USA in NYC. Ms. Alle n earned an Ed.S. in Instructional Systems Technology, and MS in Adult E ducation from Indiana University, and a BA from UNC-CH.RETURN TO THIS PA GE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Allen, Jeanne, Ed.S. jeanne@jeanneallencons ulting.com
To be successful, nonprofit organizations req uire strong leadership from their Board of Directors. The board responsi bility is to manage the corporation which includes, but is not limited t o, overseeing the senior management’s effectiveness, organizationa l policies and procedures, and the execution of its strategies.
Learn the roles and responsibilities of the board, including its pa ramount duties, and why board accountability requires a fully engaged an d active board of directors who manage the organization. Discuss h ow you may increase board members’ commitment to the mission and p urpose of your organization, and how boards must fulfill their legal and governance duties. This course addresses the following topics: th e board’s role and responsibilities, the board and the executive d irector’s relationship, financial and legal responsibilities of th e board, and how to recruit and select good board members.
< strong>Key Learning Objectives
Instructor Bio: Jeanne Allen’s expert ise is Strategy, Innovation, and Leadership in the nonprofit sector. As a BoardSource Certified Governance Trainer, she is an expert in board de velopment and governance and leadership. Jeanne also custom design s and facilitates engaging board and staff retreats, both online and in person, for nonprofits of various missions. Additionally, as an Instruct or in the Duke University Nonprofit Management Certificate Program, she teaches several courses: Board Development and Governance, Strategic Pla nning, Succession Planning, Effective Meetings and Leadership in Nonprof its. Previously, Jeanne was Assistant Dean, Multicultural Programs at We stchester Community College, NY as well as internal consultant with Girl Scouts USA in NYC. Ms. Allen earned an Ed.S. in Instructional Systems T echnology, and MS in Adult Education from Indiana University, and a BA f rom UNC-CH.
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\n END:VEVENT BEGIN:VEVENT SUMMARY:Community Engagement & Collaboration UID:BAD1F514EFD3F31C6890E5DE0BE4F363 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20220726T050000 DTEND:20220726T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Wendi Goods Everson, MBA, wgeverson@gmail.com ; Understand community collaboration and how it works. It is import ant for nonprofit organizations to be engaged and relevant to the commun ity that they are located in. By becoming an active member in the local area, you increase the recognition of your organization, and meet the pe ople that make up the community you operate in. The people in your commu nity are your base of volunteers and donors, and your nonprofit needs to recognize them and appreciate their efforts in supporting your cause. W hile community organizing involves the process of building a grassroots movement involving communities, community engagement primarily deals wit h the practice of moving communities toward change, usually from a stall ed or suspended position. Community engagement includes involvement and participation in an organization for the good of communities. Engagement is a dynamic relational process that facilitates communication, involve ment and exchange between an organization and a community for a range of social and organizational outcomes.Key Learning ObjectivesUnderstand wh at community engagement & collaboration involve.Learn to build a gra ssroots movement involving communities, community engagement that primar ily deals with the practice of moving communities toward change, usually from astalled or suspended position.Understand how you may be responsiv e to community needs, views, and expectations.Understand collaboration b etween nonprofit and private companiesInstructor Bio: Wendi Goods Everso n, MBA, is a community development professional with 20+ years of govern ment, nonprofit, and philanthropic experience. Everson worked for the Da nville Regional Foundation and led efforts focused on civic engagement, leadership development and community building. Additional experience inc ludes neighborhood revitalization, fair housing and youth development. S he served as VP of River District Association, Chair of Fair Housing Boa rd for City of Danville and Board member for Danville Head Start. She is a recipient of the Danville Pittsylvania County Chamber of Commerce Pac e Award for excellence in community service. Ms. Everson has several yea rs of teaching/presentation experience. She has a B.A. in Art History fr om Temple University, MBA from Everett University and a Certificate in N onprofit Management from Duke University.RETURN TO THIS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Wendi Goods Everson, MBA, wgeverson@gmail.com & nbsp;
Understand community collaboration and how it works. It is i mportant for nonprofit organizations to be engaged and relevant to the c ommunity that they are located in. By becoming an active member in the l ocal area, you increase the recognition of your organization, and meet t he people that make up the community you operate in. The people in your community are your base of volunteers and donors, and your nonprofit nee ds to recognize them and appreciate their efforts in supporting your cau se. While community organizing involves the process of building a grassr oots movement involving communities, community engagement primarily deal s with the practice of moving communities toward change, usually from a stalled or suspended position. Community engagement includes involvement and participation in an organization for the good of communities. Engag ement is a dynamic relational process that facilitates communication, in volvement and exchange between an organization and a community for a ran ge of social and organizational outcomes.
Key Learning Obj ectives
Instructor Bio: Wendi Goods Everson, MBA, is a community development professiona l with 20+ years of government, nonprofit, and philanthropic experience. Everson worked for the Danville Regional Foundation and led efforts foc used on civic engagement, leadership development and community building. Additional experience includes neighborhood revitalization, fair housin g and youth development. She served as VP of River District Association, Chair of Fair Housing Board for City of Danville and Board member for D anville Head Start. She is a recipient of the Danville Pittsylvania Coun ty Chamber of Commerce Pace Award for excellence in community service. M s. Everson has several years of teaching/presentation experience. She ha s a B.A. in Art History from Temple University, MBA from Everett Univers ity and a Certificate in Nonprofit Management from Duke University.
< p>RETURN TO THIS PAGE TO REGISTER\n END:VEVENT BEGIN:VEVENT SUMMARY:Grant Writing and Compliance UID:BAD1F5270A3DA287A776D557B1C93881 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20220823T050000 DTEND:20220823T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Ruth Peebles, MPA, rpeebles@theinsgroup.com T his course will guide participants through the grant’s management process -- from the preparation of a grant proposal to fiscal report pre paration. Learn the important elements of a grant proposal -- including the cover letter, executive summary, need statement, goals, objectives, methodology, evaluation, the budget and future funding. Discuss strategi es and criteria used for building relationships with funders and the typ ical questions funders ask when considering a proposal. Practical tips f or ensuring compliance and improving chances of future success will be c overed.Key Learning ObjectivesUnderstand public grants -- [Local, State, Federal]Understand private grants -- [Corporations, Foundations]Impleme nt effective processes and practices that lead to successful grant writi ng including how to build relationships with funders.Understand the esse ntial components of a grant proposal package.Determine the most effectiv e writing strategies and styles for various grant applications including public grants and private grants.Evaluate and access grant proposals af ter reviewing and critiquing a proposal sample.Create a system for compl iance management – report on a grant’s progress and impact.I nstructor Bio: Ruth Peebles, MPA, President of The INS Group offers over 30 years of hands?on experience in nonprofit management, project manage ment, fundraising and organizational development. The INS Group was foun ded in 1999 with the mission of helping federal, state, and local govern ment agencies, nonprofits, and faith-based institutions use innovative s olutions to build their capacity and sustain their programs and services . Ms. Peebles is an instructor for the Duke University Nonprofit Managem ent Program and served as an adjunct instructor for the School of Public and International Affairs Master of Public Administration Program at No rth Carolina State University. Ms. Peebles currently serves on Wake County Affiliate Board of the North Carolina Community Foundation and S tudent U Board of Directors. She is a founding member of the Next Genera tion of African American Philanthropists giving circle. RETURN TO T HIS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Ruth Peebles, MPA, rp eebles@theinsgroup.com
This course will guide participants t hrough the grant’s management process -- from the preparation of a grant proposal to fiscal report preparation. Learn the important elemen ts of a grant proposal -- including the cover letter, executive summary, need statement, goals, objectives, methodology, evaluation, the budget and future funding. Discuss strategies and criteria used for building re lationships with funders and the typical questions funders ask when cons idering a proposal. Practical tips for ensuring compliance and improving chances of future success will be covered.
Key Learning O bjectives
RETURN TO THIS PAGE TO REGISTER
\n END:VEVENT BEGIN:VEVENT SUMMARY:Writing a Strategic Business Plan UID:BAD1F53AD4A75CD4C61D684464C17536 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20220927T050000 DTEND:20220927T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Anne Willson, MA anne@annewillson.comParticipants will explore the strategic plan as a key core component for a nonprofit organization. The workshop will address the basic steps of a planning pr ocess rooted in impact, as well as various analysis tools for organizati onal assessment including the SWOT Analysis, the BCG Matrix, and the Str ategy Canvas. The course will provide an opportunity for students to app ly these tools and process steps to their own organizations.Key Learning ObjectivesExplore elements of the strategic planning process.Undertake various analysis tools applicable to the nonprofit organization.Develop the framework for a plan specific to each participant’s organizati onInstructor Bio: Anne Willson works with nonprofits to strengthen the c ore structure of the organization and increase their social impact. With a grounded, real-world perspective gained through nearly thirty years i n the sector, she guides nonprofits in their development of compelling, sustainable strategic plans and the leveraging of organizational assets to broaden relevancy and engagement. Anne holds two B.A.’s, an M.A ., and a Duke University Certificate in Nonprofit Management (NPM). In a ddition to working directly with organizations, she leads a range of cap acity-building workshops for the NPM program and lives in Raleigh, NC.RE TURN TO THIS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Anne Willson, MA anne@annewillson.com
Partici pants will explore the strategic plan as a key core component for a nonp rofit organization. The workshop will address the basic steps of a plann ing process rooted in impact, as well as various analysis tools for orga nizational assessment including the SWOT Analysis, the BCG Matrix, and t he Strategy Canvas. The course will provide an opportunity for students to apply these tools and process steps to their own organizations.
Key Learning Objectives
Instructor Bio: Anne Willson works with nonprofits t o strengthen the core structure of the organization and increase their s ocial impact. With a grounded, real-world perspective gained through nea rly thirty years in the sector, she guides nonprofits in their developme nt of compelling, sustainable strategic plans and the leveraging of orga nizational assets to broaden relevancy and engagement. Anne holds two B. A.’s, an M.A., and a Duke University Certificate in Nonprofit Mana gement (NPM). In addition to working directly with organizations, she le ads a range of capacity-building workshops for the NPM program and lives in Raleigh, NC.
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\n END:VEVENT BEGIN:VEVENT SUMMARY:Human Resource Development in Nonprofits UID:BAD1F54E9B4BAA5544942861BED6C0A5 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20221025T050000 DTEND:20221025T120000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Robert Kenney, Ph.D., ptt@lynchburg.net The N onprofit sector faces many obstacles when it comes to identifying, hirin g and retaining top- tier staff and leadership. According to the Society for Human Resource Management, just under 60 percent of human resource professionals over the next decade will see their largest challenge ahea d to be in recruiting, retaining the next generation of organizational l eadership. Improving your nonprofit recruiting process has never been mo re important.Key Learning ObjectivesUnderstand how potential talent see your nonprofit organizationIncorporate information that counters negativ e assumptions about your organization in your first contact with prospec tive talentInstructor Bio: Bob Kenney, Ph.D.is President and Founder of Partners Through Training, based in Richmond, Virginia since 1993 and ha s taught hundreds of classes as part of Duke University’s Nonprofi t Management Certificate since 1995. As a trainer and business consultan t since 1993, Bob has worked nationally and internationally with thousan ds of people looking to develop practical business skills in the areas o f leadership, management, and team development; managing and working wit hin a remote team; influence and motivation skills; meeting management a nd facilitation; creative problem solving and innovation; mentoring, str ategic partnerships, and interpersonal collaboration. Bob has designed a nd delivered professional development workshops for a variety of clients in the US, including nonprofit organizations; pharmaceutical and health care organizations; manufacturing plants; educational facilities; comme rcial airlines and other service-based corporations; and local, state, a nd federal government agencies. Bob has partnered with 19 centers for co ntinuing and executive education at major universities, such as Duke Uni versity, the Universities of North Carolina, Virginia, Pittsburgh, Richm ond, Maine, and Southern Maine. Bob holds Masters and Doctorate degrees in social and organizational psychology, with a specialization in small group training and organizational analysis, from the State University of New York at Buffalo.RETURN TO THIS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Robert Kenney, Ph.D., ptt@lynchburg.net
Th e Nonprofit sector faces many obstacles when it comes to identifying, hi ring and retaining top- tier staff and leadership. According to the Soci ety for Human Resource Management, just under 60 percent of human resour ce professionals over the next decade will see their largest challenge a head to be in recruiting, retaining the next generation of organizationa l leadership. Improving your nonprofit recruiting process has never been more important.
Key Learning Objectives
Instructor Bio: Bob Kenney, Ph.D.is President and Found er of Partners Through Training, based in Richmond, Virginia since 1993 and has taught hundreds of classes as part of Duke University’s No nprofit Management Certificate since 1995. As a trainer and business con sultant since 1993, Bob has worked nationally and internationally with t housands of people looking to develop practical business skills in the a reas of leadership, management, and team development; managing and worki ng within a remote team; influence and motivation skills; meeting manage ment and facilitation; creative problem solving and innovation; mentorin g, strategic partnerships, and interpersonal collaboration. Bob has desi gned and delivered professional development workshops for a variety of c lients in the US, including nonprofit organizations; pharmaceutical and health care organizations; manufacturing plants; educational facilities; commercial airlines and other service-based corporations; and local, st ate, and federal government agencies. Bob has partnered with 19 centers for continuing and executive education at major universities, such as Du ke University, the Universities of North Carolina, Virginia, Pittsburgh, Richmond, Maine, and Southern Maine. Bob holds Masters and Doctorate de grees in social and organizational psychology, with a specialization in small group training and organizational analysis, from the State Univers ity of New York at Buffalo.
RETUR N TO THIS PAGE TO REGISTER
\n END:VEVENT BEGIN:VEVENT SUMMARY:Marketing Your Nonprofit (Can You Hear Me Now?) UID:BAD1F561B210F4FEDE41BD4DB803A2ED ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20221115T040000 DTEND:20221115T110000 DTSTAMP:20260415T154731 DESCRIPTION: Instructor: Kelly Joyner Lee, kjlee1971@gmail.com Marketi ng is important for nonprofit organizations. Find out how nonprofits use different marketing tactics to promote their message and their organiza tion Also, why it is good for nonprofits to channel their energy into th e best ways for them to be heard.Participants will discuss strategies, a udience lists, and ideas that they have developed based on the premises taught in session one. They will work with the instructor and classmates to refine and hone their strategy and tactics based on best practices. The end result will be the beginning of a strategic communication and ma rketing plan that can be implemented across an organization.This high-en ergy course will help you focus on expanding your nonprofit network. Fin d the connection between engagement and collaboration through a series o f exercises designed to help you identify your organization’s asse ts and needs. This course is designed to help you turn viewers into volu nteers by identifying who those potential superstars are and how to keep them engaged with YOUR nonprofit. Want to widen your circle? This is th e course for you!Key Learning ObjectivesDiscuss participants’ stra tegies for effective marketing.Learn how to refine and hone your strateg y.Know who you are marketing to.Instructor Bio: Kelly Joyner Lee works a s a Program Officer for the North Carolina Community Foundation, serving eighteen counties in Central NC. She has extensive experience in board and fund development, grant writing, small group facilitation, marketing , and nonprofit engagement in communities. Ms. Lee is the co-creator of the ‘Leading for Tomorrow Nonprofit Capacity Building Summit&rdquo ; and a founding member of the Women Givers of Nash-Rocky Mount. She&nbs p;holds a BA in Leadership in the Public Sector from North Carolina Stat e University, graduating Summa Cum Laude, and an MS in Management and Le adership from WGU North Carolina. She has earned certifications in small group facilitation, nonprofit marketing, special event planning, and mo st recently completed training with the Disney Institute, earning a cert ificate in Disney’s Approach to Leadership Excellence. Kelly Lee e arned her Certified Fundraising Credential (CFRE) in 2019. RETURN T O THIS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Kelly Joyner Lee, kjlee1971@gmail.com
Ma rketing is important for nonprofit organizations. Find out how nonprofit s use different marketing tactics to promote their message and their org anization Also, why it is good for nonprofits to channel their energy in to the best ways for them to be heard.
Participants will discuss s trategies, audience lists, and ideas that they have developed based on t he premises taught in session one. They will work with the instructor an d classmates to refine and hone their strategy and tactics based on best practices. The end result will be the beginning of a strategic communic ation and marketing plan that can be implemented across an organization.
This high-energy course will help you focus on expanding your non profit network. Find the connection between engagement and collaboration through a series of exercises designed to help you identify your organi zation’s assets and needs. This course is designed to help you tur n viewers into volunteers by identifying who those potential superstars are and how to keep them engaged with YOUR nonprofit. Want to widen your circle? This is the course for you!
Key Learning Objectiv es
Instructor Bio: Kelly Joyner Lee works as a Program Officer for the North Carolin a Community Foundation, serving eighteen counties in Central NC. She has extensive experience in board and fund development, grant writing, smal l group facilitation, marketing, and nonprofit engagement in communities . Ms. Lee is the co-creator of the ‘Leading for Tomorrow Nonprofit Capacity Building Summit” and a founding member of the Women Give rs of Nash-Rocky Mount. She holds a BA in Leadership in the Public Sector from North Carolina State University, graduating Summa Cum Laude, and an MS in Management and Leadership from WGU North Carolina. She has earned certifications in small group facilitation, nonprofit marketing, special event planning, and most recently completed training with the D isney Institute, earning a certificate in Disney’s Approach to Lea dership Excellence. Kelly Lee earned her Certified Fundraising Credentia l (CFRE) in 2019.
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