California State University, Fullerton's
Thursday, July 18
8:30 to 11:30 a.m.
Nonprofit Accounting (companion class: Nonprofit Auditing, Thursday afternoon)
Mark McCallick CPA CITP, and Deb Gast, MAC McCallick Accounting & Consulting
Get the tools and information you need to get started in nonprofit accounting. Learn how to set up a functional accounting system using QuickBooks, how to allocate expenses, and how to get meaningful information from your financial management system. 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. What is the difference between nonprofit and for-profit financial reporting? 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.
Emerging Trends in Corporate Giving
Consumer Campaigns, Customer Engagement, and Other Strategies
Agnes McGlone, American Heart Association
The growing area of consumer campaigns -- such as Point of Purchase and Percentage of Sales -- can be superb avenues to raise significant income and provide excellent marketing opportunities for your corporate partners. Learn about this dynamic and ever-changing area of development and other forms of collaboration between corporations and nonprofit organizations in this class. We'll explore some of the emerging trends and techniques such as how to prospect for new corporate supporters, hold exploratory meetings, and how and when to protect your nonprofit brand. Also learn how to create customized corporate sponsorship activation programs, provide year-round cultivation, and understand company retention, customer engagement, and legal compliance.
Hot Topics in Nonprofit Employment Law
Employees vs. Independent Contractors, Misclassification, and the Dangers of Social Media
Jacqueline M. Beaumont and Julie Trotter, law firm of Call & Jensen
California’s ever-changing employment laws pose many risks and traps for the nonprofit organization. This class will cover some of the biggest hot button issues faced by nonprofits today. We will explain legal principles and best practices for properly classifying employees and other workers, and cover emerging legal issues in employee and nonprofit use of social media. The goal is for students to leave the class with practical guidelines and a better understanding of how to handle these employment issues before they become problems for your organization.
The Dynamic Grantsmanship Consulting Practice
Theresa Lu, Ph.D., Lu & Associates
This class is geared for individuals who are interested in building or growing a consulting practice in grantseeking. Dr. Lu will take the participants on a step-by-step practice in building the business. Topics include: necessary knowledge and experience, marketing, quality assurance, fee structure, legal and insurance. We will also discuss the benefits and the drawbacks of running your own business. Additionally, an overview on the importance and the preparation of the GPC, the field’s professional certification.
Social Media Toolbox: What Tools are Right for You?
Colleen Greene, CSUF Pollak Library
Pinterest, Instagram, Foursquare, Facebook, Twitter, Google+, YouTube, Flickr, Storify, Tumblr, Blogs, etc…the list of hot social media tools is overwhelming and always growing. It can be challenging to identify which social media channels your nonprofit should employ, and even more challenging to keep up on the constant changes in these tools. This survey class will help you pick the right social media toolbox for your nonprofit by explaining the target demographics and key features of each tool, showcasing good nonprofit cases for each tool, and steering you towards free training resources to continue learning and mastering these tools. Desktop PCs provided, however WiFi is available if you prefer to bring your own laptop. Tablets and smart phones are encouraged if you want to test the mobile versions of these apps. Note: This is a survey class and not a full hands-on workshop to set up and customize each tool. However, participants will engage in hands-on exercises exploring and analyzing each tool.
1:00 to 4:00 p.m.
Nonprofit Auditing (companion class: Nonprofit Accounting, Thursday morning)
Patrick Guzman CPA, Guzman & Gray
Learn how to prepare for your next audit. The class will cover basic concepts such as how to read and understand your Audit Reports; new audit requirements affecting nonprofits; internal control concepts; new governance policies for nonprofits; how your audit report and tax return are related. Refreshed for 2013 to include latest information about updating of standards.
Sustaining Your Leadership Capacity
Marcos Ramirez, The Fieldstone Foundation
Nonprofits cite leadership development and succession planning as two of the most common organizational weaknesses they face. However, not many nonprofits know how to address these challenges proactively. Does your organization have a plan for continuity in leadership capacity? Leadership capacity development is woefully under-strategized in nonprofits, and it is often overshadowed by the need to respond to some succession crisis. This class will empower you to be aware of your organization's leadership gaps, start thinking about how to build your leadership pipeline and talent retention strategies, and develop a plan to sustain your nonprofit’s leadership capacity.
What you Don't Know Can Hurt you:
Insurance, Employee Benefits, Health Care
Jennifer Wells and Debra Chargois-Butler, CAN Insurance Services
Nonprofits come in different shapes and sizes and so do the risks. Learn the new trends in risk management and the essential insurance coverages you need to protect your board, management, and organization’s assets against lawsuits and unexpected events and accidents. Pick up tips to determine what insurance you really need; when it is best to self-insure; and effective shopping strategies to assure the best insurance coverages at the lowest costs. Building the right employee benefit plan is critical to attracting and retaining good employees. Learn what other nonprofits are offering their employees; how to shop in the new health care reform environment; tips on saving money; and how to communicate your benefit plan to employees effectively and increase their appreciation.
Create a Roadmap to Successful Grantwriting
Carol Geisbauer, Consultant in Grantwriting
This class will provide you with a short course on “how to” win grant funding for your organization. Learn the initial steps to take to position your organization to win grants, how to write the basic contents of every proposal, how to submit online proposals, how to research and approach possible funding sources, and how to enhance your chances of winning grant funding. As part of taking the class, you will receive future online mailings of community resources that will enhance your understanding of the world of grants, receive sample proposals, and get connected to people and places of value.
Are You Ready for a Capital Campaign? Major Gift Fundraising
Susan Hoover Miller CFRE, Ocean Institute
Jon Wagner CFRE, St. Jude Memorial Foundation
Need a new building? No area in fundraising -- annual support, program support, or special projects -- requires more preparation and planning than a capital campaign. Is your Board of Directors prepared? How’s your major gifts program? Is your community ready? This session will assist fundraisers in understanding the special requirements of a capital campaign and how commitments of major gifts are the mandatory keys before involving the community at large.
Elahe Amani, CSUF Student Technology Services
Diversity abounds among the teams and audiences that make up the nonprofit landscape: diversity and multi-culturalism are no longer the exception but the rule. In this class participants will gain cross-cultural skills and awareness. The fact is that greater cultural competency coupled with the opportunity to develop the skills needed to interact effectively across cultures leads to a stronger, more inclusive and cohesive work environment. Learn how to sensitize your team's cultural radar in this class as we work with new tools, definitions and approaches toward improved competency and awareness of diversity of many types including age, gender, religion, body image, etc.
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