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Save the Date!
SCANPO's 2010 Annual Nonprofit
Conference: Presenting Conference Sponsor:
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Click here to view the 2010 Annual Nonprofit Conference Registration Brochure |
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2010 Annual Nonprofit Conference: Navigating in a Sea of Change Keynote Speakers:
Diana came to Independent Sector in April 2003 after spending nine years at United Jewish Communities. As UJC’s vice president for public policy and director of its Washington Action Office, she worked closely with federations and national agencies concerned with the domestic health and welfare needs of vulnerable people. Diana is a member of the Board of Governors of the Partnership for Public Service and the Board of Directors of GuideStar and the National Council on Aging. She serves on the Advisory Board of the Peter G. Peterson Foundation, the International Center for Not-for-Profit Law, and the National Center on Philanthropy and the Law in addition to the Comptroller General’s Advisory Board at the Government Accountability Office. A native of South Africa, Diana graduated with a B.S.W. from the University of Witwatersrand in Johannesburg and received a master’s degree in social work at Columbia University.
Her best sellers include “The Ask: How to Ask Anyone for Any Amount for Any Purpose“ (Jossey Bass 2006), and “Developing Major Gifts: Turning Small Donors into Big Contributors (Jones and Bartlett 2001). Laura’s new book is due out January 2010: How to ASK for your Non Profit; your Creative Project; and your Business Venture. Since 1994, Laura has been teaching nonprofit business management; leadership; fundraising trends; annual, major gift, planned giving, special events; and capital campaign courses on a certification and master’s degree level for University of Pennsylvania, Columbia University, New York University, Duke University, and the Smithsonian Institution. Her speaking engagements include yearly presentations at the Association of Fundraising Professional’s (AFP) International Conference; eight International AFP Web Conferences; and keynote speaking presentations for numerous AFP Chapters nationwide as well as the Council for Support for Advancement and Education; Planned Giving Councils; Women in Development ; and a Master’s Class on “The Ask” at the International Fundraising Congress in the Netherlands. In 2009, Laura was invited by the Universities Australia to make several presentations to the communications, marketing, and development staffs on lessening the cultural barriers that prevent asking for money, while providing solid strategies on how everyone within the organization can have an important role in raising money. She has trained numerous boards and CEO’s from national and international organizations to utilize their business and leadership skills to raise unrestricted and restricted money as well as worked with small and comprehensive development staffs and volunteers so that each organization is functioning as a cohesive fundraising team. From 2002-2008, Laura was Vice President for Philanthropy, at Pace University in New York, NY, where she raised over $92 million in six years for Pace’s Centennial Capital Campaign. She oversaw all aspects of fundraising, alumni relations, and special events for a staff of 35 on five campuses. Previously she served as Associate Vice President for Development at Temple University, Philadelphia, where she managed and coordinated the major and planned giving programs, corporate and foundation funding, and alumni relations for 15 schools and colleges, two hospitals, and the athletic program. Prior positions include Major Gifts Manager for Deborah Hospital Foundation; Assistant Director of Development for Temple University’s School of Medicine; and Director of the Philadelphia Bar Foundation. Laura is a communications graduate of Rutgers College, New Brunswick, NJ, and holds a law degree from Western New England College School of Law. Prior to her fundraising career, she clerked for an appellate court judge in Pennsylvania, and practiced law for over six years as a Deputy Attorney General IV for the Attorney General’s Office, Commonwealth of Pennsylvania, specializing in civil litigation. Her community involvement includes serving as a board member for Cherry Lane Theater, NY; a board member for the AFP Greater New York Chapter; an advisory board member for New York University and Columbia University’s Masters in Fundraising Programs; and a volunteer for the Bedford, Barrow, Commerce Block Association, NY, and the Caring Community, NY. Laura can be reached at www.laura-fredricks.com.
SCANPO 2010 Annual Conference Grid Day One: Wednesday, March 10 8:00 am – 5:00 pm Conference Registration 8:00 am – 5:00 pm Exhibitor Marketplace 10:00 – 10:30 am SCANPO Orientation 11:00 am – 1:00 pm Opening Plenary and Awards Luncheon The Ask Laura Fredricks, Laura Fredricks, LLC It has never been more important than now to know exactly how to make the “right” ask of our donors. Equally important is knowing how to ask our volunteers and board members for help with fundraising in a language they can understand so that they will be motivated to raise money, AND implementing the fundraising skills we fundraisers have to ASK for ourselves. Laura will discuss these insights from her new book: The ASK: How to ASK for Support for Your Nonprofit Cause, Creative Project or Business Venture. 1:00 pm – 1:30 pm DESSERT SOCIAL Exhibitor Marketplace sponsored by Alston Wilkes Society and Harvest Hope Food Bank 1:45 pm – 3:15 pm BREAKOUT SESSIONS Mapping Strategy and Governance Part 1 Marty Martin, Martin Law Firm A nonprofit’s board and executive director must manage if they are to fulfill their mission. Through a combination of lecture and discussion arising from a short case study, participants in this fast paced presentation will be introduced to the concepts of a strategy map and the Balanced Scorecard as a governance and management tool to translate a nonprofit’s mission into a focused strategy with measurable and operational actions. This workshop will be taught over two 90 minute sessions. (Board Development/Governance Track) (101) Turning Annual Donors into Major Donors Laura Fredricks, Laura Fredricks, LLC Often the best prospects are the ones who just made gifts. However, nonprofit organizations usually have a pool of annual donors, and a separate list of “top tier” major gift prospects. This session presents a new approach of working with your best annual donors and turning them into big contributors. Through Laura’s best practices, participants will learn how to sort and rate your existing prospect base; gather essential prospect research to create donor profiles for each prospect; cultivate one prospect pool at a time to the point of asking for major gifts; manage your time and your staff’s time; and work with your next tier of prospects so that you are constantly adding new donors to your major gift prospect pool. (Resource Development Track) Recruiting and Training Volunteers- Filling the Holes in Your Nonprofit Structure Judy Almand, Almand Consulting, LLC Attendees will evaluate the structure of their non-profits and examine practical ways to fill any holes with volunteers, enabling them to grow their programs and income, no matter what the economy is doing. Through an overview presentation and small-group work, attendees will leave with specific recruiting and training strategies. (Community Engagement Track) Strategic Planning in the Reset Economy Peter Lucash, Digital CPE, LLC As the US emerges from the 2007-2010 recession, the economic landscape will have changed radically: household wealth is down, jobs are fewer, more unstable and fluid, increased global interaction, the Baby Boomers retiring, consumers spending less and saving more. In this session, we will focus on strategies for nonprofits: more donors and lower per donor gifts, pressure on volunteer time, changing community needs (aging population, job skills constantly need to be renewed) and increased demands for accountability and transparency from donors, government and the public. (Organizational Capacity Track) (CPE Eligible) QuickBooks for Non-Profits--Keeping On Top of Your Organization’s Finances Gerald Sweitzer, Non-Profit Success QuickBooks continues its reign as the most popular financial management software within the non-profit community. You will see the Non-Profit edition key templates for common board reports, tracking donations and pledges, grants, and income and expense by program. New for 2010 is an improved organization snapshot. Most popular 3rd party donor management packages export into QuickBooks. (Informational Management/Accountability Track) (CPE Eligible) 3:15 pm – 3:45 pm BREAK Exhibitor Marketplace 3:45 pm – 5:15 pm BREAKOUT SESSIONS Mapping Strategy and Governance Part 2 Marty Martin, Martin Law Firm A nonprofit’s board and executive director must manage if they are to fulfill their mission. Through a combination of lecture and discussion arising from a short case study, participants in this fast paced presentation will be introduced to the concepts of a strategy map and the Balanced Scorecard as a governance and management tool to translate a nonprofit’s mission into a focused strategy with measurable and operational actions. This workshop will be taught over two 90 minute sessions. (Board Development/Governance Track) Planned Giving: The New Major Gift Cindy van den Beemt, The Winkler Group Latest philanthropic trends confirm that Planned Gifts are the new Major Gifts. If you are not actively pursuing planned giving opportunities, your organization is missing out on untapped fundraising potential. Go beyond technical information to learn best practices and strategy to build and strengthen a planned giving program. (Resource Development Track) (101) Lessons from the Field: Effective Ways to Partner with Faith-Based Organizations Charles Weathers, The Weathers Group The renewed interest in partnering with Faith-Based Organizations has created a need for successful models that increase access to services and build sustainability. Join a panel of experts representing faith-based initiatives and learn how to build meaningful relationships with the Faith community to enhance your service delivery. (Community Engagement Track) Organizational RX: Band Aid or Major Surgery? Bunnie Lempesis-Ward, Jennifer Moore and Karen Oliver, United Way of the Midlands If your nonprofit underwent an annual check-up, what would the doctor find? Is your nonprofit healthy and growing or stressed out and struggling to keep pace? This workshop will provide you the tools to assess your organization and prioritize challenges that can undermine an otherwise vibrant organization. (Organizational Capacity Track) What Every Financial Manager Should Know Thomas Cox and Monica Rockwell, Cox & Company, PA Financial managers typically spend far more time processing payroll, bookkeeping and performing other perfunctory tasks which don’t “advance the ball.” This session will dispel common misconceptions and miscarriages of the financial management function. (Informational Management/Accountability Track) (CPE Eligible) Day Two: Thursday, March 11 7:00 am - 12:00 pm Registration 7:00 am – 2:00 pm Exhibitor Marketplace 7:00 am – 8:45 am Breakfast Keynote and Business Meeting Sponsored by the Heritage Classic Foundation Keeping the Boat Afloat Paula Harper Bethea, Executive Director, SC Education Lottery With the economic events of late, the challenges facing nonprofits are even larger and more complicated than any time frame in our memory. Multi-tasking has taken a new meaning and requires a new definition. And the warriors in charge of the day to day survival of organizations need to be "appreciated" and rewarded in special ways...by themselves and others. This will be encouragement (and appreciation) for the boat's crew. Sponsored by the Heritage Classic Foundation. 9:00 am – 10:15 am BREAKOUT SESSIONS Navigating Transition: Executive Director Succession Planning Colleen Bozard, ccbozard Consulting Change is coming –one in ten nonprofits goes through a leadership change each year, and this number is growing! Boards must begin succession planning long before they are faced with a change in leadership. Participants will learn how to create a climate that sets the stage for leadership transition as well as the specific steps to take when faced with an executive search. (Board Development/Governance Track) Top 10 Best Practices in Federal Funds Acquisition and Management Karen Jenkins, JRJ Consulting, LLC and Tammy Wilson, Wilson Consulting Associates Participants will leave the session with the following: Online tools that assist in identifying federal grants, top 10 List of Federal Funds Strategy tips, a framework and methodology for assessing federal fund reporting requirements and assessing the systems and processes required to succeed in tracking outputs and outcomes and a takeaway resource disk that reinforces workshop components. (Resource Development Track) Marketing on a Shoestring Budget Carolyn Torgersen, Community Foundation of the Lowcountry How do you divvy up your almost non-existent marketing budget to produce the highest impact? A panel of marketing savvy gurus with small budgets will give their thoughts on how to beg, borrow and steal to make your nonprofit’s marketing efforts successful. (Organizational Capacity Track) (CPE Eligible) Using National Service Programs to Meet Your Mission Timothy Ervolina and Cathy Sharp, United Way Association of SC What if your organization could afford to add full-time, executive level staff to help you serve your community? Find out how in this in-depth look at how National Service Programs can help your organization! (Organizational Capacity Track) Google Tools for Non-Profits Gerald Sweitzer, Non-Profit Success Learn how you can use Google tools to promote your cause, raise money, and operate more efficiently. In just 10 years, Google has changed how we search for information. They have introduced applications such as Google Docs, You Tube, and Google Map & Earth. We will look at many of their free tools which can help you navigate in the rough sea of change. (Informational Management/Accountability Track) (101) 10:30 am – 10:45 am BREAK Exhibitor Marketplace 10:45 am – 12:15 pm BREAKOUT SESSIONS Are You on an Even Keel, or Walking the Gangplank? The Board/CEO Partnership Denise Spencer, Community Foundation of the Lowcountry; Edwina Hoyle and John Weymouth, Memory Matters Session Participants will leave with a better understanding of board roles, responsibilities, and pitfalls to avoid in the shared leadership of board and staff. Common understandings of the roles of each will make your organization run more like a cruise ship and less like a pirate ship! (Board Development/Governance Track) Creating a Successful Inbound Marketing Campaign Deborah Edmondson, Mission Resources Group An inbound marketing campaign is an effective tool for generating revenue, increasing membership, and generating inquiries. This automated process saves time and money and can significantly boost response rates. Attendees will receive pointers on applying best-practices for creating and implementing a successful campaign. (Resource Development Track) (CPE Eligible) Advocacy: Is it Time to Move Your Mission Forward? Rebecca Ramos and Coretta Bedsole, Palmetto Public Affairs The presentation will focus on increasing nonprofit capacity to promote an organization’s mission at the policy level. Topics will include focus of and clarity of the organization’s mission; definition of advocacy; impediments to advocating; steps to creating an advocacy program; and advocating for change. (Community Engagement Track) Building a Bridge for Emerging Leaders (or How to Become an Executive Director) Colleen Bozard, ccbozard Consulting and Anne Sinclair Research indicates that there will not be enough people prepared to fill the extensive number of projected vacancies in nonprofit leadership as the Baby Boomers retire. This session builds a bridge for these emerging leaders to obtain the skills and knowledge they need to learn to become effective executive directors. (Organizational Capacity Track) (101) I’m Being Audited By Who? Nonprofit Does Not Equal Not at Risk Jill M. Vales, HR Experts on Demand Many non-profits assume that they will not be audited for employment law compliance simply because they are not for profit. This could not be farther from the truth. As a non-profit, you are still required to comply with employment related laws. Find out what HR essentials every non-profit should know. (Informational Management/Accountability Track) (CPE Eligible) 12:30 pm – 1:45 pm LUNCH AND CLOSING KEYNOTE Riding the Wave: Strategies for Tomorrow's Nonprofit Community Diana Aviv, President and CEO, Independent Sector What lies on the horizon for the nonprofit community: calm waters, choppy seas, or a little of both? In what promises to be a lively session, Diana Aviv, president and CEO of the Indipendent Sector, will explore ways that our sector and your organization can chart a clear course toward a vibrant, sustainable future in 2010. Join Diana and catch the wave! Sponsored by the Fluor Corporation 2:00 pm – 3:15 pm BREAKOUT SESSIONS SOAR – To Develop a Strong Board Marty Martin, Martin Law Firm Like a ship’s captain, a nonprofit board of directors is responsible ultimately for what occurs on their watch. Are board members chosen or merely “shanghaied” into board service? How do you identify and recruit board members who then create a high performing board? Taught through lecture and discussion, workshop participants will be encouraged to improve their board through “SOAR” – a four step board development process to strengthen their board’s accountability and performance. (Board Development/Governance Track) 30 is the New 50: Engaging Major Donors Across Generations Tucker Bradham, Corporate DevelopMint and Rachel Hutchisson, Blackbaud Philanthropy stands at the precipice of a Golden Age, and with new generations of donors coming into play, only one thing will ensure that our most dependable sources of giving don’t waver: customization. In this session, attendees will meet these new donors, and learn what they hope to achieve through giving and how best to approach would them for a gift. (Resource Development Track) Work the Circle: A 360-degree Model of Community Engagement and Fundraising Scott Dishman, The Wings of Hope Foundation When the community is fully engaged in your mission, fundraising dollars come more easily and steadily over time. In this workshop, you’ll learn the simple components of a 360-degree model of community engagement that will entice your donors to put their money where their hearts and minds are. (Community Engagement Track) (101) Embracing Technology as a Nonprofit: 5 Easy Steps Donald Hutson, eTapestry This session explores the latest technology available for increasing awareness and fundraising as a Nonprofit organization. As competition for fundraising dollars increases, there is a constant need for Nonprofit Organizations to evaluate technology and identify potential areas for improvement. This session highlights how those tools have evolved and how, as a Nonprofit Organization, YOU can leverage them to your advantage. For some, this topic can be a bit intimidating. Come join us as we break down how simple and effective these methods can be for YOU. You will leave the session with a notebook full of ideas and a plan for implementation. (Organizational Capacity Track) Volunteer Liability: What You Don’t Know About “Free” Workers Could Cost You Linda Allen, First Nonprofit Insurance Company Experienced volunteer coordinators and nonprofit CEOs know full well that volunteer service is anything but “free of charge.” Astute leaders must proceed with care when recruiting, training and deploying volunteers. Experts are predicting that volunteer numbers will climb as poor economic conditions continue. This workshop will explore some obvious, and some less-than-obvious risks presented by volunteers and offer practical strategies for getting the most out of volunteer service. (Informational Management/Accountability Track) (CPE Eligible) |
