Thursday, July 16
ALL DAY
8:30 to 4:00 p.m.
Nonprofit Accounting Basics
Alan Strand, Strand Financial Services
Get the tools and information you need to get started in nonprofit accounting. Learn how to set up a functional accounting system, what revenue is restricted and what isn’t, how to allocate expenses, and how to get meaningful information from your financial management system. What is the difference between nonprofit and for-profit financial reporting? Is a particular contribution reported as income now, or later? How do I allocate my expenses? What reports do I need to prepare, and how do I read them once they are done? Plenty of time for Q&A, so bring your questions for the group.
MORNING
8:30 to 11:30 a.m.
Grantwriting – Understanding the Basics of Successful Proposal Writing
Carol Geisbauer, M.A., Consultant in Grantwriting
Learn how to write the contents (the narrative) of a grant proposal in this class, filled with “how-to” instruction, classroom exercises, and proposal samples that will help you build the skills you need to gain confidence in your ability to write -- and win! -- grants. (Also see Carol's Friday morning class on research and strategy for proposal writing.)
How to Survive a Nonprofit Merger - Closed
Ret Wixted, OC Adult Day Services Coalition (former executive director, Community SeniorServ)
Peggy Weatherspoon, CSUF Institute of Gerontology
Pauline Abbott, CSUF Institute of Gerontology
Perspectives on how to achieve a successful merger from an executive director, board chair, and board member who did it -- and lived to tell the tale! Practical advice on what to consider, how to navigate, and minefields to avoid when confronting a possible merger.
Maximizing Endowment Resources
Lori A. Redfearn, California State University Office of the Chancellor
Not long ago, the term “endowment” was associated with only the most prestigious and wealthiest universities. Now, endowments are becoming an important source of support for nonprofits of all sizes. This session will define endowments, offer a roadmap for developing effective investment and spending policies, and outline provisions of California’s recently-enacted Uniform Prudent Management of Institutional Funds Act.
CSUF Partner Agency Certification
Dawn Macy, CSUF Center for Internships & Community Engagement
Cal State Fullerton was named to the U.S. President’s Higher Education Community Service Honor Roll for logging over 940,000 hours of community service in 2007-08. Your agency can become a preferred community service placement site by attending this certification workshop. Learn how to get the maximum benefit to your agency from the service opportunities you provide to students and volunteers. This class is intended for organizations that are new to CSUF's registration system for community partnerships, service-learning, and academic internship placements.
FREE for agencies registered on CSUF’s Career & Internships system
http://campusapps.fullerton.edu/cisl/Partner/RegisteringAndPosting.aspx
LUNCH
11:30 a.m. to 1:00 p.m.
off-site, no-host
AFTERNOON
1:00 to 4:00 p.m.
Exceptional Boards: Recruiting, Retaining and Recognizing
Julie Holdaway, Volunteer Center Orange County
Cultivating peak-performing board leadership is always a challenge for big and small nonprofits alike. Nonetheless, your long-term organizational sustainability and success are directly correlated to the effective leadership of the board. This class outlines effective and innovative board development strategies including recruitment, retention and recognition of successful boards.
Tapping Into University Resources
moderated by Dawn Macy, CSUF Center for Internships & Community Engagement
Partnerships are vital both to the university and to nonprofit organizations. Learn how to build mutually beneficial partnerships with the university to support your research, professional development, volunteer, and other efforts.
Revisiting Mission-Critical Objectives: Key Questions for Today's Economic Environment
Patty Oertel, The Oertel Group
When you form a nonprofit organization, you have to focus on key questions: what needs will you meet, and who will support you? During challenging times, it's helpful to get back down to those essential questions. In this class, get tools and steps for revisiting your mission from the ground up.
Survive & Thrive: Nonprofit Careers
Catherine Spear, Spear & Associates
Challenging times have hit the nonprofit sector, and jobs may be on the line! In this timely session, learn: When Cuts are in the Air: How to take action now Ready for the Road: Prepare to engage in a search Ready for the Road II: Know what you're looking for Finding Your Inner Development Professional: Where do you belong? Career Paths in Nonprofit Careers Trends in Nonprofit Career
4:00 p.m.
Mixer
Ice cream social