Friday, July 17
MORNING
8:30 to 11:30 a.m.
Promotion Strategy Workshop
Aubrey LeBard, CSUF Marketing Department
Planning an impactful NPO and Social Enterprise communication program with Clients and Contributors. You will create a basic plan for the appropriate focus and implementation of promotion in your organization.
Elements of Office Leases and Negotiation Strategies in Difficult Times - Closed
Edie Fee
After salaries, your next biggest expense is probably your lease. In this class, we will look at office leases and the elements of cost -– it’s not just the rental rate. Then we’ll discuss strategies for working with your current and/or future landlord to structure a more favorable position for your organization.
Research and Strategy: The Two Keys to Winning Grants
Carol Geisbauer MA, Grantwriting Trainer
Winning grant funding depends upon your ability to research funding sources. In this class you will learn how to gain access to online portals of funding opportunities, and learn to do an assessment of your chances of winning a grant from a particular source. Strategy encompasses all the details involved in the process of positioning your organization to win grants. (Also see Carol's Thursday morning proposal writing class.)
Tips on Setting Up and Using QuickBooks
Mark McCallick CPA CITP , MAC McCallick Accounting & Consulting
Sandy Collom, MAC McCallick Accounting & Consulting
Learn tips on setting up QuickBooks to meet the demanding reporting needs of a nonprofit organization. Learn to take advantage of built-in QuickBooks utilities that will assist you in tracking and reporting on funding sources, programs and functional expenses.
LUNCH
11:30 a.m. to 1:00 p.m.
off-site, no-host
AFTERNOON
1:00 to 4:00 p.m.
Preparing For Your Performance Review - A CEO's Survival Guide
Jeffrey R. Wilcox, CFRE, Executive Consulting for the Nonprofit Sector
Orchestrating an ongoing performance planning and review process is a fundamental responsibility of a nonprofit board of directors. This class advocates for both the board and the executive to view performance planning and review as a leadership development strategy that substantially benefits everyone involved with the organization. In addition to guiding participants through the process, this class will cover executive compensation review and succession planning.
Program Evaluation, or How I Learned to Stop Worrying and Love Data
Perlee TobiasTrout, Children & Families Commission of Orange County
Learn the basic “how-tos” of program evaluation including how to develop and connect outcomes to indicators, how to collect and manage data, and how to communicate the results of your evaluation. This class will include a program evaluation primer as well as exercises and brainstorms.
Engaging Your Most Valuable Audience
Cynthia Ragland, Orange County Community Foundation
Orange County Public Relations Society of America Chapter
Deciding who you want to communicate with is as important as deciding how to invest your communications and marketing dollars. Are the new social media approaches right for the people you're trying to reach? When do you expect to see a return on your communications investment? How do you know whether your efforts are working?
Managing Through Difficult Times - Closed
Beth Kaplan CP and Gina Primeaux CIA CFE,
Deloitte & Touche, LLP Audit and Enterprise Risk Services
Short-term belt-tightening efforts such as layoffs and hiring freezes, reduced travel and expenses, and across-the-board budget cuts generally aren't sustainable -- and may be a barrier to achieving long-term strategic and structural improvements. This class will address how nonprofits can ensure survival and lay the groundwork to emerge stronger as the economy improves.
4:00 p.m.
Mixer
Ice cream social