2016 Nonprofit Leadership Summit – Presenter Information
Pre-Conference Session
October 27, 11:00 – 12:00 p.m.
Giving 3.0: An Introduction to GiveGab
Charlie Mulligan, CEO and Co-Founder, GiveGab
You’ve probably seen a lot of news about Giving Days lately and for good reason. When done well, these 24-hour online fundraisers create excitement, build awareness, and bring together donors, volunteers, and communities for a common cause. In this workshop, Charlie Mulligan, CEO of the online giving platform GiveGab, will give a demonstration of the platform and talk about the support they provide for planning and implementing a Day of Giving.
Charlie Mulligan is the CEO and Co-founder of GiveGab. Mr. Mulligan has 25+ years experience in entrepreneurship, leadership, technology and sales and is a regular speaker on volunteering, fundraising and entrepreneurship. He co-founded GiveGab as a means to help nonprofit groups build relationships with the people that can best help them. Mulligan has a BA in Business/Marketing from Penn State University and an MBA from Cornell.
Keynote Luncheon
October 27, 12:30 – 1:20 p.m.
In Pursuit of Social Profit: Measuring What Matters
David Grant, Author and Consultant
- An overview of David’s book, The Social Profit Handbook: The Essential Guide to Setting Goals, Assessing Outcomes and Achieving Success for Mission-Driven Organizations including the applications of his work.
- A discussion of models of partnerships that philanthropy and social profit can use together to guide their mission driven organizations with qualitative and quantitative outcome measures.
David Grant served as President and CEO of the Geraldine R. Dodge Foundation in Morristown, New Jersey from 1998 to 2010. Now based in Vermont, he consults with people and organizations around the world that have a social or educational mission, specializing in strategic planning, design of assessment systems, and the creation of high-functioning Boards. David is a member of the Leap Ambassadors Community, a group of over 100 people nation-wide who have come together to inspire and support nonprofit leaders in creating high-performance organizations for greater societal impact.
David’s career has centered on innovative teaching and learning. In 1983 he and his wife, Nancy Boyd Grant, co-founded The Mountain School of Milton Academy, a highly-regarded, semester-long, interdisciplinary environmental studies program in Vermont for high school juniors from throughout the country. From 1994 to 1998 David was a national consultant to schools and leader of workshops on topics of curriculum and program design, professional development, assessment practices and school climate.
His public service includes having been Town Moderator of Vershire, Vermont and a Board Member of the Vermont Council for the Humanities. He served as Chair of the Board of the Council of New Jersey Grantmakers from 2006 to 2008 and on the Board of Directors of The Surdna Foundation in New York City is from 2005 to 2011. He is currently a Trustee of The Children’s Initiative in Portland, Maine and the Institute for Sustainable Communities in Montpelier, Vermont. His book The Social Profit Handbook: The Essential Guide to Setting Goals, Assessing Outcomes, and Achieving Success for Mission-Driven Organizations was published by Chelsea Green in March, 2015.
David graduated magna cum laude from Princeton University with an A.B. in English, and he holds an M.A. in American Studies from the University of Michigan. In 2008, he received an honorary degree of Doctor of Humane Letters from Drew University (Madison, New Jersey).
Learning Labs
October 27, 3:30 – 5:00 p.m.
Gift Acceptance Policies & Best Practices
M.R. Litman, Associate, Dinsmore & Shohl LLP
This workshop will provide the building blocks of a comprehensive gift acceptance policy for a nonprofit. The workshop will include: statistics on charitable giving vehicles, the three charitable deductions (income tax, gift tax, and estate tax), important questions to answer in preparing a gift acceptance policy, the advantages and disadvantages of accepting certain types of gifts, an overview of direct gifts, sample language for gift annuities and bequests, an overview of gifts via trust, gifts of life insurance, a sample gift acceptance policy, and resources for crafting a gift acceptance policy.
M.R. Litman is an attorney in the Corporate Department at Dinsmore & Shohl LLP, focusing her practice on estate planning, estate administration, and fiduciary litigation. M.R. has extensive experience litigating will contests, will and trust construction cases, family and probate disputes, and cases which involve the misconduct of fiduciaries and the misappropriation of funds. Additionally, M.R. works with disabled and incapacitated persons and their families in the establishment of special needs trusts to preserve government benefits, as well as advising on guardianship and conservatorship matters. M.R. handles general corporate work for closely held businesses and nonprofits, including nonprofit formation. M.R. also handles general litigation matters for clients throughout West Virginia. M.R. earned her B.A. from Vanderbilt University and her J.D. from the University of Richmond School of Law. M.R. is a member of the Rotary Club of Charleston, the Board of Directors for Carnegie Hall West Virginia, the Board of Directors for the Craik-Patton House, the Board of Directors for the Craik-Patton House Foundation, and the Board of Directors for Generation West Virginia. M.R. frequently speaks on matters related to estate planning, estate administration, and charitable giving.
Leadership is Action, Not Position
Jeremy Turner, Founder and Managing Director, EPIC Mission, Inc.
We can all agree that leadership will either make or break an organization, but sadly, many misconceptions exist as to what great leadership actually looks, sounds, and feels like in today’s world. ln this session, Jeremy will share
insights aimed at clearing up these misconceptions for good, while also offering tools, tips, and tricks designed to help leaders at all levels become more effective in service to the people and organizations they lead and serve.
- Learn the difference between leadership and management
- Dispel 4 key myths about great leadership
- Learn about personality types and how they relate to leadership
- Learn 3 simplified leadership styles
- Learn common qualities of great leaders {with examples of great leaders}
- Define and detail actions taken by great leaders
- Define leadership core competencies and best practices
- Introduce concept of “Leaders at all Levels” and discuss importance to succession & continuity planning
- Detail available leadership development resources
Jeremy Turner, a native of Huntington, WV, is the Founder and Managing Director of the nonprofit and small business coaching and consulting firm EPIC Mission. Since earning his Bachelor of Arts in Psychology from Marshall University in 1997, Jeremy has served in leadership roles for industry giants and grassroots startup ventures within the for-profit and nonprofit sectors. Mr. Turner is also a DISC-Certified Behavioral Consultant and Certified Behavioral Life Coach with broad-ranging professional experience and a voracious appetite for self-directed learning. These skills continue to prove valuable as he and his team acquire and serve new clients, primarily throughout the Tri-State Area and the Carolinas.
Believing that life is not a spectator sport, Jeremy has for years been quite active within his community. He has served on the boards of over a dozen nonprofit organizations, operating as both an active board member and a trusted advisor. In addition, Jeremy takes on several pro-bono clients each year in order to help ensure that the organizations who most need help are not denied assistance due to lack of funding. His personal mantra is to serve others and those who serve others, and he looks forward to learning how he and EPIC Mission may be of service to you and those around you.
After nearly 20 years away, Mr. Turner has recently moved from Charlotte, NC and once again lives in Huntington, WV with his wife Brandie and their assortment of 4-legged children. When Jeremy is not working, he enjoys spending time with friends and family, golfing, fishing, traveling and cheering on The Herd.
Are We There Yet? The Case for Formative Assessment in the Social Sector
David Grant, Author and Consultant
This workshop will focus on supporting the work of social profit organizations including principles and concepts that can be used by social profit organizations through a system’s thinking approach, especially for organizations who don’t have the staff to facilitate assessments and data evaluation. Group work will be focused around what models might work for organizations by sharing examples of other organizations. You will leave this session with specific examples, a baseline of understanding, and knowledge of a systems approach to managing small staff organizations and using both qualitative and quantitative outcome measures.
David Grant served as President and CEO of the Geraldine R. Dodge Foundation in Morristown, New Jersey from 1998 to 2010. Now based in Vermont, he consults with people and organizations around the world that have a social or educational mission, specializing in strategic planning, design of assessment systems, and the creation of high-functioning Boards. David is a member of the Leap Ambassadors Community, a group of over 100 people nation-wide who have come together to inspire and support nonprofit leaders in creating high-performance organizations for greater societal impact.
David’s career has centered on innovative teaching and learning. In 1983 he and his wife, Nancy Boyd Grant, co-founded The Mountain School of Milton Academy, a highly-regarded, semester-long, interdisciplinary environmental studies program in Vermont for high school juniors from throughout the country. From 1994 to 1998 David was a national consultant to schools and leader of workshops on topics of curriculum and program design, professional development, assessment practices and school climate.
His public service includes having been Town Moderator of Vershire, Vermont and a Board Member of the Vermont Council for the Humanities. He served as Chair of the Board of the Council of New Jersey Grantmakers from 2006 to 2008 and on the Board of Directors of The Surdna Foundation in New York City is from 2005 to 2011. He is currently a Trustee of The Children’s Initiative in Portland, Maine and the Institute for Sustainable Communities in Montpelier, Vermont. His book The Social Profit Handbook: The Essential Guide to Setting Goals, Assessing Outcomes, and Achieving Success for Mission-Driven Organizations was published by Chelsea Green in March, 2015.
David graduated magna cum laude from Princeton University with an A.B. in English, and he holds an M.A. in American Studies from the University of Michigan. In 2008, he received an honorary degree of Doctor of Humane Letters from Drew University (Madison, New Jersey).
Developing Effective Nonprofit Marketing Plans
Steve Morrison, Vice President/General Manager, Asher Agency
Developing and refining the marketing strategy for your organization isn’t rocket science. Effective marketing communications starts with honest self-assesment and ends with measurement of the results. In between, there are a number of steps you can take to discover what makes your organization unique, what your most effective messages should be, and how you might deliver those messages to all the audiences that are important to you. This workshop will walk you through the steps it takes to build an effective marketing plan and reveal some of the techniques you can use to simplify the process.
Steve Morrison is a results-driven leader who brings nearly 40 years of advertising agency experience to his role as strategist and marketing planner for many of the Asher Agency’s accounts. Steve’s expertise lies in the fields of brand development, marketing planning, consumer advertising and research, and media advertising. His focus on measurable results and positive client outcomes has translated to effective and cost efficient communications programs for clients across a broad spectrum of industries and business categories, most notably the agency’s work in the food service, financial services, and public health categories. In this role, he has applied his expertise to help client organizations establish measurable communications objectives, engage stakeholders, align internal teams, and execute programs designed to change public perception, modify consumer behavior, and drive retail traffic. Steve is a native West Virginian and a graduate of the Reed College of Media at West Virginia University.
October 28, 9:15 – 10:30 a.m.
The Essence of Sponsorship
Barbara Harrington, Founder, Sponsorship Plus
Many nonprofits simply apply philanthropic strategies to engage corporate sponsors. Yet the decision-makers, motivation, goals and measurements are different from department to department. Understand how your “ask” needs to change for: marketing, sales, human resources, community relations or foundations. Plus, learn how to improve sponsorship outcomes by making a fundamental shift.
Barbara Harrington, founder of Sponsorship Plus, has created and implemented ethical sponsorship programs for scores of clients in markets across the country from Big Brothers Big Sisters in Pennsylvania to the Indianapolis Museum of Art to the Minnesota State Fair.
Clients often credit her Integrated Sponsorship Path as the key to aligning real-world solutions for sustainable sponsorship success. She works closely with clients to create sponsorship programs that deliver results to the organization as well as drive sales for corporate decision-makers. Her agency provides branding services that generate media interest and secure news coverage. Sponsorship Plus also engages board members to maximize and sustain results.
Barbara’s is often referred to as the Suze Orman of sponsorship — high energy, knowledgeable and generous in sharing her expertise. She is part of Bank of America’s prestigious Connecting Leaders To Learning National Speakers Series. Barbara has published three sponsorship books The Essential Sponsorship Toolkit, The Essence of Sponsorship and Advance Sponsorship Sales.
Prior to starting Sponsorship Network Plus, Barbara worked in marketing for Six Flags Darien Lake as well as a News Anchor.
I Alone Cannot Change the World: Using Strategic Planning and Needs Assessment to Mobilize Change
Tricia Kingery, Founder and President, Kingery & Company, LLC
Strategic Plans and Community Needs Assessments are critical management tools that cast a stone across the waters to create many ripples – ripples that guide what, how, when and where community services are provided. Best practices calls for a community needs assessment to take place prior to strategic planning. A review of the needs assessment findings should be an important component of the strategic planning process. This session will provide guidance on how a needs assessment plays a key role in strategic planning. It will also address ways to incorporate needs assessment results into an action plan. Attendees will learn the four step community needs assessment process, how to connect needs assessment results in the strategic planning process, and how to develop an action plan that stays alive long after the strategic planning process.
Tricia Kingery, is the founder and president of Kingery & Company, LLC. She is living the dream of providing effective and affordable communications consulting for West Virginia’s nonprofit organizations through marketing, planning and training. With a MA in Counseling and BA in Psychology from Marshall University, along with a MBA from West Virginia University, she understands how to work with people and organizations to help them achieve personal and professional goals. She practices a relationship-based communication philosophy that empowers people, develops organizations, and strengthens communities. She is an expert strategic planning facilitator and has developed a unique approach to assessing community needs. In addition, she has served in a variety of national and regional marketing and public relations positions.
Tricia’s passion lies in serving as a voice for abused, neglected, and troubled children. She is the Executive Director for the West Virginia Child Care Association. She also manages the John K. Clendenen Scholarship Fund, a legacy of her father who was a dedicated principal for many years. Tricia enjoys mentoring young people, collecting children’s books and traveling. She lives with her husband and daughter, Alexandra, in Charleston, WV.
Nothing About Us Without Us: Setting an Inclusive Table for Change
Michael Tierney, Founder and Director, Step by Step Inc.
Participants will learn:
- To guide an assessment process to identify all stakeholders within a particular service or organizing drive, the barriers some sectors have in participation, and strategies to bridge those gaps.
- To model inclusive discussion and decision making processes (paired leadership positions, world café, moving from individual reflection to pairs, to small group presentations, to large group setting priorities etc.)
- A completed template with strategies for inclusion of key stakeholders currently blocked from participation in decision making in their own program, project or social service
Michael Tierney has created community based programs for nearly 40 years including founding Step by Step as a writing group of teens in foster care in 1988. Step by Step’s work includes: West Virginia Dreamers—building the capacity of families in Lincoln, Logan and Kanawha counties to support their children’s dreams from birth to interdependent adulthood; and advocacy initiatives focused on veterans of the child welfare system, those addressing racial justice and LGBTQ rights, and those marginalized as members of isolated rural or inner city housing development communities. He founded MOSAIC a program that enabled students and families to tell their stories in the midst of the violence of desegregation in Boston (1979-1987). His international experience includes work with street children in Colombia and exchanges with activists in Nicaragua, Brazil, South Africa, Slovakia, Romania, and Hungary. He is a songwriter, photographer, children’s literature reviewer and promoter, and teaches Non Profit Management, Appalachian Studies, and courses involved with the WV Community Activist Archive.
He graduated summa cum laude from Harvard College in 1981 and has a Masters in History of American Civilization from Brandeis University.
“Live at 6!” – Press Relations and Best Tips
Amanda Barren, Anchor, WSAZ News
Every non-profit organization does great work and wants the opportunity to shed light on the important work they are doing in their communities, and local media want to share those types of stories too. This workshop is your opportunity to learn how to establish a mutually beneficial relationship with your local media outlets. During this workshop we will look at best practices for writing a press release that will get noticed! We will also look at what makes a good interview, and how to get the best 15 second soundbite possible.
Amanda Barren rejoined the WSAZ News Team in December 2012, after some time away from the area, co-anchoring First at Five. She now co-anchors WSAZ NewsChannel 3 at Six and Tonight at 11 p.m. Amanda started her career in the Mountain State in Parkersburg. After that she went back north, spending three years in Erie, Pa. There she started as the crime, government, and courthouse reporter and then moved on to anchor “Good Morning Erie.” In 2006, Amanda fulfilled a goal by coming to WSAZ to work. Amanda watched WSAZ while she was working towards her degree at the E.W. Scripps School of Journalism at Ohio University. Impressed by the storytelling and the passion for hard-work that WSAZ put on the air each night, she knew she wanted to be a part of the team. For nearly four-and-a-half years she was a member of the WSAZ Charleston newsroom as a reporter, and on the weekends worked in Huntington as the anchor of the weekend newscasts. In 2012, when the opportunity to work on “First at Five” became available, she couldn’t pass it up. She says it’s a privilege to be a part of a show she has always admired. Amanda has interviewed presidents and celebrities, but her favorite people to do stories about are ordinary people facing extraordinary odds or doing extraordinary things. She is passionate about mental health, the welfare of children, and animals. Amanda’s involvement with many non-profit organizations, along with her career in broadcast journalism, makes her an ideal facilitator on how to marry the two.
October 28, 10:45 – 12:00 p.m.
Building a Sustainable Organization: The Essential Resources
Jeanette Wojcik, Former Executive Director, Faith in Action Caregivers, Inc.
This workshop will explore benchmarks for building a sustainable organization through a strong, focused mission, the two essential resources of diversified funding and volunteers, and the key leadership roles of the program director, board of directors, and a community coalition.
Jeanette Wojcik served as the Executive Director of Faith in Action Caregivers, Inc. from 1995 until her retirement in 2016. During that time she took the organization from the initial start-up to a program that provided services annually to more than 1,950 elderly and disabled individuals in a three-county area by matching these individuals with volunteers. Prior to accepting the position as Executive Director, Jeanette had an extensive career in volunteer recruitment, training and management that included five years as a teacher, seven years in the community mental health system as a prevention consultant, and almost ten years with Girl Scouts of Black Diamond Council as a Field Director. Through the Faith in Action National Program Office, Jeanette served as mentor to Faith in Action programs in West Virginia, Ohio and Western Pennsylvania. In 2005 she played a key role in the establishment of the National Volunteer Caregiving Network, a membership organization for Faith in Action programs. She has presented workshops at conferences and webinars on the national, state and regional level on a variety of topics including volunteer recruitment and management, coalition development, board development, nonprofit executive transitions and program sustainability. Jeanette holds a bachelor’s degree from West Liberty University in secondary education with specializations in social studies and public speaking. She completed her master’s degree in American Frontier History at West Virginia University in 1973. Jeanette resides in St. Clairsville, OH.
Staffing in a Lean Market
Aimee White, HR Advisor, Align HR
How is it possible to recruit quality employees with limited resources when competing with private industry? Nonprofits are compelled to identify new or innovative ways to attract talented applicants to staff their organizations in a competitive climate. We will discuss a variety of ways to build a quality staff in lean times.
Aimee received her Bachelors in Business Administration from West Virginia University and followed that up with a Masters in Industrial Relations from WVU as well. Upon completion of her Masters, she worked in human resources for manufacturing facilities for five years in the Baltimore/DC Metro area before returning to her home state of West Virginia. She spent eight years in human resources in the coal industry and then transitioned to a Human Resources advisory role with Employers’ Innovative Network (EIN), where she served a variety of clients. Aimee’s role at EIN prepared her for the client based services that AlignHR offers. Aimee is an active member of the Charleston Society of Human Resources Management chapter and is diligent in furthering her knowledge in human resources. She received her PHR certification in 2010 and is also SHRM-CP certified.
While employed in a human resources role with Alpha Natural Resources, Aimee coordinated the local community involvement program for Alpha. This offered her an opportunity to work with several non-profit organizations in the Charleston and southern WV area. Aimee resides in Pinch with her husband, Mike, and three boys, Trevor, Colin, and Tyler, ages 11, 10, and 7.
Turning One Date into a Long-Term Relationship: The Importance of Human Capital to Nonprofit Operations
Jessica Hudson, Executive Director, Dress for Success River Cities
We will explore some new ways to share our mission with short-term volunteers that will inspire them to commit to more. We will also look at some strategies for recruiting the right volunteers and putting them into the appropriate positions to gain the most from their involvement; as well as some tips and techniques to properly manage and engage volunteers to keep them educated, energized, and committed! This will be an interactive workshop, full of information and resources you can take back and put into use right away!
Jessica Hudson currently serves as the Executive Director of Dress for Success River Cities, based in Huntington, and also serves on the advisory board for WV Non-Profit Association. She resides in Charleston and has served many local, national and international organizations throughout the Kanawha Valley, in a variety of capacities, including program, membership, volunteer management, fund development and executive management. Jessica knew early on that she wanted a career where she was able to make her community a better place to live, work and play, and decided the best way to do that was to teach. After attending Concord University, and majoring in Biology Education, she came to the conclusion that she preferred informal education to a traditional classroom setting, and started her non-profit career as a Program Specialist with Girl Scouts of Black Diamond Council, later moving into the role of Director of Program Services. Having the ability to speak passionately about her cause and through her program experience a thorough understanding of the need for the financial resources to provide services, Jessica decided that she had an interest in fundraising and accepted a Director of Development position with Habitat for Humanity. While in that role she was accepted into the Fundraising Management Certification program through IUPUI. With the knowledge and education that program provided, along with a natural ability to engage an audience through her stories and experiences, and a genuine desire to care for others, Jessica has devoted herself not only to her current cause of empowering and supporting women, but to sharing her experience and knowledge with others, and is passionate about encouraging people to devote their time, talents and treasures to making their community a better place.
The Essence of Getting Their Attention
Barbara Harrington, Founder, Sponsorship Plus
Whether courting individual donors, enticing corporate sponsors or engaging government leaders, it is so frustrating when our best ideas go unheard. Attend this fast-paced session and understand three strategies for building your personal brand. And learn how these natural and sustainable strategies have the power to expand your network. Walk through inspiring case studies and hear how three individuals went from being relatively unknown to recognized leaders in their respective communities. Attendees will leave having identified strategies that best fit their style and a Three Year Action Plan for expanding their personal brand.
Barbara Harrington, founder of Sponsorship Plus, has created and implemented ethical sponsorship programs for scores of clients in markets across the country from Big Brothers Big Sisters in Pennsylvania to the Indianapolis Museum of Art to the Minnesota State Fair.
Clients often credit her Integrated Sponsorship Path as the key to aligning real-world solutions for sustainable sponsorship success. She works closely with clients to create sponsorship programs that deliver results to the organization as well as drive sales for corporate decision-makers. Her agency provides branding services that generate media interest and secure news coverage. Sponsorship Plus also engages board members to maximize and sustain results.
Barbara’s is often referred to as the Suze Orman of sponsorship — high energy, knowledgeable and generous in sharing her expertise. She is part of Bank of America’s prestigious Connecting Leaders To Learning National Speakers Series. Barbara has published three sponsorship books The Essential Sponsorship Toolkit, The Essence of Sponsorship and Advance Sponsorship Sales.
Prior to starting Sponsorship Network Plus, Barbara worked in marketing for Six Flags Darien Lake as well as a News Anchor.
