Tactical Technology Planning
2021-11-09 13:00 - 14:00 (America/New_York) | Webinar
This series is offered in partnership with TechImpact.
November 9, 16, 23, 30, December 7, 14, 2021
1:00 – 2:00 PM ET
Registration Fee: $160 for Members, $200 for Nonmembers for the entire series. Login to the Member Portal to find the the discount code.
REGISTER NOW
Pre-Work: Introduction to the Planning Process (Prior to November 8)
Let’s set the stage for a great learning experience. Complete your pre-course self-assessment, learn the difference between tactical and strategic planning, and form your technology planning committee.
Session 1: Infrastructure and Security
After introductions and an overview of the course, we’ll dive into hardware best practices, choosing the right software programs and platforms, and how to audit your security infrastructure. You’ll learn how to answer such questions as, how often should you replace computers? What networking equipment should you buy? What kinds of systems should you use for file sharing and collaboration?
Session 2: Data Management
You don’t need to be a data scientist in order to make smart decisions that lead to better outcomes for your nonprofit. Here we’ll cover what it means to be a data–informed organization, along with tools and platforms to help you. Most importantly, we’ll help you learn how to make sense of data and how to use it to strengthen your organization.
Session 3: Technology for Digital Marketing, Outreach, and Fundraising
Whether you are trying to raise money, educate, recruit, or persuade, technology can help. A nonprofit’s digital communication toolkit includes its website, email strategy, social media platforms, messaging, and reporting. In this session, we’ll cover how to create effective communication goals that can determine your strategies and tactics. We’ll also review your website functions and structure, email tools and strategy, and social media use.
Session 4: Technology for Program Service and Delivery
If you’re in the habit of thinking of technology as a back-office utility, it’s time to consider the many ways it can directly help you advance your mission. In this three-part lesson, we’ll cover ways to use technology to increase your reach to people in remote areas or who struggle with barriers to receiving services in person; using prompts and feedback mechanisms to enhance experiences; and connecting communities together.
Session 5: Technology Strategy and Governance
Technology strategy and governance is the way you align technology decisions and practices to your organization’s mission. Strategy relates to the way you align technology decisions to your organization’s mission through roadmaps and blueprints of your overall approach to technology. Governance refers to practices and policies that state how technology should be used. In this session, we’ll cover elements of both strategy and governance, including budgeting and planning, policy creation and staff training, and supporting technology use.
Session 6: Creating Your Tactical Technology Plan
Now that we’re covered the five main areas of technology in nonprofits, you’ve likely identified multiple projects and improvements you want to make. In this last session, we’ll provide frameworks to help identify essential projects and ways to prepare yourself and your project for funding requests. At the end, you’ll put the final touches on your Technology Action Plan and review your next steps.
Who should take this course?
The course is primarily designed for small– to medium–sized nonprofits at a low–to–medium level of technology maturity. However, organizations of all sizes and stages have benefited from this experience. If you have any questions about whether the course is right for you, please don’t hesitate to contact us.
To get the most out of your training investment, we recommend having two people from your organization participate, including the person with primary responsibility for technology and the person who has authority to approve technology expenditures and changes. Allow up to two and a half hours of each homework after each session.
Audience
Accidental Techies, Executives who approve tech

About Our Instructors
Eric Leland
Founder and Director, FivePaths
Eric Leland has spent 15 years working with progressive organizations and businesses tackling online and offline technology challenges. Eric is a founding partner of FivePaths (fivepaths.com), a technology firm that brings unparalleled strategic technology consulting, information architecture, and web CMS and CRM platforms development expertise to each project.

Melanie Meyer
Tech Advisor, Tech Impact​
Melanie works directly with nonprofits to help elevate their technology use to further their mission. Melanie has a 20-year history working with a nonprofit for the overall strategic direction of technology, systems and processes, marketing, communications, and event management.

Building Better Boards: A three-part series for Board Leaders & Executive Directors Session 3
2021-11-09 13:00 - 14:30 | Webinar
This series is offered in partnership with the Maine Association of Nonprofits.

Increasing Board Engagement: Governance as Leadership
Tuesday, October 6, 2021, 1:00 – 2:30 PM
Fortifying the Board-Executive Director Partnership
Tuesday, October 27, 1:00 – 2:30 PM
Who’s Next: Proactively Navigating Successful Leadership Transitions
Tuesday, November 9, 1:00 – 2:30 PM
Registration Information:
Single Sessions:
$49 Members/$69 Nonmembers, $20 off additional registrations from the same team (applies to both members and nonmembers). Click HERE to register.
DESCRIPTION:
We’re excited to welcome back international governance consultant Susan Meier to lead this three-part series for board leaders and executive directors as a chance to collectively discuss the various challenges nonprofits face in board development and how to overcome them by fostering a healthy board culture built on trust, candor, and mutual respect. Participants can register for single sessions or the entire series. You will find intended audiences within each session description specific to current and future board leaders and executive directors. Attending as a team is highly encouraged for maximum benefit; discounts on multiple registrations from the same organization.
Session #3: Who’s Next: Proactively Navigating Successful Leadership Transitions
November 9, 1pm-2:30pm EST
Strong leadership is integral to our ability as nonprofits to be adaptive and responsive in advancing our missions. Leadership transitions are inevitable, and yet we rarely prepare for them and we seem surprised when they ‘suddenly’ appear. By avoiding the topic, one challenge is simply traded for a different one and a prime opportunity to strengthen the organization is missed. It’s time we reframed the conversation and shift the mindset about succession planning to one of deeper sustainability planning.
Join us for this interactive session to explore emerging practices in both executive and board leadership transitions. How are these processes different in the nonprofit sector vis a vis the corporate sector? What is the role of the executive director in succession planning? How do we ensure that our practices and procedures are culturally sensitive? Are we intentionally cultivating diverse candidates for leadership opportunities?
In this session, we will:

Explore important considerations of nonprofit leadership transitions and change management
Deepen our understanding of the promising practices and emerging trends regarding executive succession planning
Identify concrete steps to better cultivate board members for leadership roles
Discuss lessons learned about what to do and what not do to increase the chances of a healthy, smooth, and positive transition

Who should attend Session #3
This session is for current and future Board Leaders and Executive Directors interested in using succession planning as a strategy to ensure the sustainability of their missions. Discounts on team registrations!
Learn about Session 1.
Learn about Session 2.
Register for Session 3 HERE or for the entire Series HERE.
PRESENTER BIO:
Susan Meier, Principal at Susan Meier and Associates, LLC and Senior Governance Consultant with BoardSource, brings over 30 years of governance and nonprofit experience to her work. From 2004 through 2011, Susan served as the vice president of consulting and training for BoardSource, the nation’s premier governance resource for nonprofit organizations. She works collaboratively with nonprofit executives and board leadership to identify governance challenges and opportunities and to implement proven strategies to address a broad array of governance issues.
Susan works with all types and sizes of nonprofit organizations from charities to associations to foundations who are advancing their missions in the U.S. and around the world. Much of her work has focused on increasing board engagement, the board/staff partnership, and addressing culture and dynamics in the boardroom. Specifically, she engages boards in a deeper understanding of roles and responsibilities, strategic and generative thinking, governance structures, concrete ways to maximize board meetings, and leadership transitions.
In addition, Susan has served on a number of boards of directors and currently serves as Vice Chair of the Ripon College Board of Trustees where she graduated cum laude. She has served as guest faculty for the Kellogg School of Management Nonprofit Executive Education program, American University, and George Washington University. And, she is the author of the BoardSource publication The Board-Building Cycle: Finding, Engaging, and Strengthening Nonprofit Board Members, Third Edition.
Testimonials about Susan Meier and her work
“Your workshop was one of the BEST I’ve ever attended. Your presentation was excellent. Frank, honest, to the point, and right on target. It seemed that you were able to look into my head and see all of the concerns and you spoke directly to them! Thank you for this excellent workshop.”
—Executive Director, Winter Harbor, Maine
“In spite of having decades of experience on boards and staffing boards, I learned a TON at Susan’s governance training.”
—Senior executive, Bill & Melinda Gates Foundation

Desktop: QuickBooks Made Easy for Nonprofits November 2021 Fundamentals
2021-11-09 14:00 - 16:00 | Webinar
This series is offered by Quickbooks Made Easy.
November 9th – 11th
2:00 PM – 4:00 PM
Registration Fee: $115 per day or $249 for all three days! WVNPA Members save $50 when attending all three days! Email hilaria@dev.wvnpa.org for the special coupon code.
This three day series focuses on QuickBooks materials – all nonprofit-focused!
CLICK HERE TO REGISTER FOR THE DESKTOP SESSION
Day 1: Tuesday, November 9th
2:00 p.m. – 4:00 p.m. EST (11:00 a.m. – 1:00 p.m. PST)
The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2021 as well as advanced topics including:

Welcome to QuickBooks – The different choices and which version is right for you.
What’s new in version 2021 that you may need.
Getting used to the screens and navigating around.
A lesson in accounting QuickBooks style!
Setting up the correct Accounts.
Entering Your Programs.
Adding Your Annual Budget.
Cutting and Pasting from Excel into QuickBooks
Entering Your Donors, Members or Students.
*Topics are subject to change.

Day 2: Wednesday, November 10th
2:00 p.m. – 4:00 p.m. EST (11:00 a.m. – 1:00 p.m. PST)
This section will cover advanced material to really help you do some helpful and amazing things:

Entering Your Income – Two Methods.
Entering Donations and Grants.
Entering Membership Dues and Tuition.
Entering Program Service Revenue.
How to get the most out of Items.
Entering and Paying Bills.
Spreading Costs to Programs/Grants.
Essential Reports for the Board/Auditor.
Attaching Scan Documents for free.
*Topics are subject to change.

Day 3: Thursday, November 11th
2:00 p.m. – 4:00 p.m. EST (11:00 a.m. – 1:00 p.m. PST)
This section will cover advanced material to really help you do some helpful and amazing things:

Entering Credit Card activity.
Tracking Pledges.
Tracking Restricted Grants.
Tracking Special Fundraising Events.
Printing personalized Donor Thank-You Letters directly from QuickBooks®.
Two Ways to get year-end donor-Acknowledgements.
Recording In-Kind Contributions.
Advanced method of Auto-Allocating Expenses to Programs/Grants.
And More!
Topics are subject to change.

CLICK HERE TO REGISTER FOR THE DESKTOP SESSION
Price: $115 Per Day or $249 for all three days! WVNPA members, save $50 when you register for all 3 days, email hilaria@dev.wvnpa.org to request the coupon code.
Earn 6.0 hours of CPE credit! (2.0 each day)
All Participants will receive log-in information prior to the webinar!
MEET THE SPEAKER
Since 2000, QuickBooks® Made Easy™ has been teaching QuickBooks® seminars around the country for various groups, conducting webinars, providing technical support to hundreds of clients, one-one-one consulting, and offering industry-specific streamable training. Our leader and primary trainer Gregg S. Bossen, CPA is not only an expert in the program, but he is the nation’s leading expert when it comes to Nonprofits that use QuickBooks®. Gregg’s teaching style is funny and entertaining, and his energy and knowledge of Nonprofits make his classes a unique experience. Gregg has taught new users as well as other CPAs, who are themselves considered experts in the software. In total, we have taught over 3,500 seminars to more than 55,000 students.
We currently teach for over 24 Nonprofit State Associations, as well as annually at Scaling New Heights, QuickBooks Connect, Grant Station, and TechSoup.

Online: Quickbooks Made Easy for Nonprofits November 2021 Fundamentals
2021-11-16 14:00 - 16:00 | Webinar
This series is offered by Quickbooks Made Easy.
November 16th – 18th
2:00 PM – 4:00 PM
Registration Fee: $115 per day or $249 for all three days! WVNPA Members save $50 when attending all three days! Email hilaria@dev.wvnpa.org for the special coupon code.
This three day series focuses on QuickBooks materials – all nonprofit-focused!
CLICK HERE TO REGISTER FOR THE ONLINE SESSION
Day 1: Tuesday, November 16th
2:00 p.m. – 4:00 p.m. EST (11:00 a.m. – 1:00 p.m. PST)
The material will cover the basics of setting up and entering transactions specifically for Nonprofits, an overview of the software updates included in the QuickBooks® 2021 as well as advanced topics including:

Welcome to QuickBooks – The different choices and which version is right for you.
What’s new in version 2021 that you may need.
Getting used to the screens and navigating around.
A lesson in accounting QuickBooks style!
Setting up the correct Accounts.
Entering Your Programs.
Adding Your Annual Budget.
Cutting and Pasting from Excel into QuickBooks
Entering Your Donors, Members or Students.
*Topics are subject to change.

Day 2: Wednesday, November 17th
2:00 p.m. – 4:00 p.m. EST (11:00 a.m. – 1:00 p.m. PST)
This section will cover advanced material to really help you do some helpful and amazing things:

Entering Your Income – Two Methods.
Entering Donations and Grants.
Entering Membership Dues and Tuition.
Entering Program Service Revenue.
How to get the most out of Items.
Entering and Paying Bills.
Spreading Costs to Programs/Grants.
Essential Reports for the Board/Auditor.
Attaching Scan Documents for free.
*Topics are subject to change.

Day 3: Thursday, November 18th
2:00 p.m. – 4:00 p.m. EST (11:00 a.m. – 1:00 p.m. PST)
This section will cover advanced material to really help you do some helpful and amazing things:

Entering Credit Card activity.
Tracking Pledges.
Tracking Restricted Grants.
Tracking Special Fundraising Events.
Printing personalized Donor Thank-You Letters directly from QuickBooks®.
Two Ways to get year-end donor-Acknowledgements.
Recording In-Kind Contributions.
Advanced method of Auto-Allocating Expenses to Programs/Grants.
And More!
Topics are subject to change.

CLICK HERE TO REGISTER FOR THE ONLINE SESSION
Price: $115 Per Day or $249 for all three days! WVNPA members, save $50 when you register for all 3 days, email hilaria@dev.wvnpa.org to request the coupon code.
Earn 6.0 hours of CPE credit! (2.0 each day)
All Participants will receive log-in information prior to the webinar!
MEET THE SPEAKER
Since 2000, QuickBooks® Made Easy™ has been teaching QuickBooks® seminars around the country for various groups, conducting webinars, providing technical support to hundreds of clients, one-one-one consulting, and offering industry-specific streamable training. Our leader and primary trainer Gregg S. Bossen, CPA is not only an expert in the program, but he is the nation’s leading expert when it comes to Nonprofits that use QuickBooks®. Gregg’s teaching style is funny and entertaining, and his energy and knowledge of Nonprofits make his classes a unique experience. Gregg has taught new users as well as other CPAs, who are themselves considered experts in the software. In total, we have taught over 3,500 seminars to more than 55,000 students.
We currently teach for over 24 Nonprofit State Associations, as well as annually at Scaling New Heights, QuickBooks Connect, Grant Station, and TechSoup.

GrantStation Tour
2021-11-18 11:00 - 12:00 | Webinar
Thursday, November 18th, 11:00 AM
Fee: FREE
REGISTER NOW
Is GrantStation right for your organization?
Are you a member of the West Virginia Nonprofit Association and want to learn more about your member benefit?
Join us for a free tour of GrantStation on Thursday, November 18th at 11:00 AM EST
Learn more about how to make GrantStation work for your organization. This overview tour of GrantStation is a great resource for Members to ensure that they are getting the most out of their Membership, and for potential Members to see GrantStation in action! During the hour-long tour, you’ll see GrantStations many learning resources, as well as some new tools, like The Benchmarker. We’ll also discuss best practices for research in the interactive grant-opportunity databases. Sample searches will use real examples based on the mission of the first few organizations to register!

Developing Your Personal DEI Statement
2021-11-18 14:00 - 15:30 | Webinar
This session is offered by the Alliance of Arizona Nonprofits.
November 18, 2021
2:00 PM – 3:30 PM ET
Registration Fee: $15 for WVNPA Members, $29 for Nonmembers. Email hilaria@dev.wvnpa.org for the discount code.
REGISTER NOW
Championing diversity, equity or inclusion within an organization requires that individuals reflect deeply on their own lived and personal experiences, belief systems, and culture. By understanding your own core values, leadership strengths, privileges, and skills, you will be a stronger advocate for equity and will develop the confidence to stand up for the organization’s shared values. This workshop will provide you a process and tools for reflection to draft the first iteration of a personal DEI Statement.
As part of this workshop, you will:

Build a draft of a personal DEI statement
Create a personal inventory of meaningful reflections about your values and goals for DEI
Develop confidence to stand up for the organization’s values shared or need to develop DEI practice, policies, and procedures

Cost and Registration: National Council Affiliates: $15 / Non-Members $29
Featured Presenter:
Teniqua Broughton, M.Ed., CNAP
Founder & CEO
VerveSimone Consulting
As the founder and CEO of VerveSimone Consulting, a minority woman owned small business providing consulting services to individuals and organizations. Teniqua Broughton is noted for her impact in both national and local sectors. Leading with passion, she identifies strategies that support the sustainability of organizations by leveraging her experience, initiative, and insight gained throughout her professional career. Her services focus on nonprofit governance consulting, arts and culture project management and equity, DEI workshops and assessments.A focus of her work is leading Equity, DEI assessments and workshops with staff and boards. The goal is to help teams begin equity work, reform practices, and develop a deeper understanding of conflict and race, and attitudes and hidden biases.In 2017, AZ Central selected Teniqua as the Who’s Next award, for emerging leaders making a difference in the arts. By her peers, she was selected as the Arizona Champion Award for the Central Arizona region from the Flinn Foundation’s Arizona Center for Civic Leadership, for significant contributions to the civic leadership. She was individual nominee for 2020 Governor’s Arts Award. Early this year, ASU awarded her the MLK Servant Leader- Leadership award and Phoenix Business Journal’s 2021 Most Admired Leader recipient.Teniqua has her master’s degree in education with a focus on Educational Administration and Supervision, and her bachelor’s degree in educational psychology, with an emphasis on theater for youth. With certifications as a Certified Nonprofit Accounting Professional (CNAP) and in Equity and Inclusion from Nonprofit Leadership Alliance.

Developing Your Evaluation Strategy and Plan
2021-11-23 11:00 - 13:00 | Webinar
This session is offered by the Minnesota Council of Nonprofits.
November 23, 2021
11:00 AM – 1:00 PM ET
Registration Fee: $129 for Members, $169 for Nonmembers. Email hilaria@dev.wvnpa.org for the discount code.
REGISTER NOW
Nonprofits with a strategy and plan for evaluation gain new insights about their work, have stories to share with funders and other stakeholders, and generate ideas to strengthen their programs. Without an evaluation strategy and plan, nonprofits may waste valuable time and resources on surveys and other data-gathering methods that don’t provide helpful insights.
In this three-part virtual training, you’ll learn how to develop an evaluation plan designed to inform strategy and decision making for your program or organization.
This training will be highly interactive – combining presentations, conversations, and individual reflection and work. By the end, you will have the tools and training to craft a complete evaluation plan for a program, small organization or department of your choosing.
As a result of participating in this training, you will be able to:

Define a clear purpose for your evaluation;
Plan for evaluation activities; and
Overcome common challenges.

Learners will experience engaging interaction with the training team throughout the training and will have access to their expertise during and between sessions. There will be assignments during sessions and suggested work between sessions so that by the end of the third session you will have a complete or nearly complete evaluation plan for a program, small organization, or department of your choosing.
Event Details
This training is over the course of three days: November 23, November 30, and December 7 from 10 a.m. – 12 p.m. central each day.

In addition to reserving time to attend the two hours of live training each week, you will also need time to work on developing your evaluation strategy and plan; this may be an additional 2 or more hours each week.
Participants will be most successful if they have a program in mind that they would like to create an evaluation plan for.
This event will have AI captions via Zoom’s transcription function. Please note that these captions are automatically generated by the computer software and may not always accurately transcribe what is said. If you need professional captioning, or have another accessibility accommodation, please email MCN’s program assistant with your request at least two weeks prior to the start of the event. Although we will attempt to meet all accessibility requests, late request may not be fulfilled.
Event FAQ
What if I have a conflict with one of the three dates?
Each session builds upon the previous session. Therefore, if you have a conflict with one or more of the sessions, we recommend not registering for this training.
Will the sessions be recorded?
Because of the highly interactive nature of this training, which will include ongoing conversation via chat and polls, it will not be recorded. Instead, materials summarizing the week’s lesson will be provided.
Can registrations be shared between people?
Each individual wanting to attend the event must register separately. Please see our Event & Registration FAQ page for instructions on how to register a group.
Speaker Information
This training will be led by The Improve Group’s experts in evaluation capacity building. The Improve Group is a St. Paul-based, international consulting firm focused on research, evaluation and strategic planning. The Improve Group team has worked with hundreds of nonprofits, including building the capacity for evaluation with many of these clients. For nearly 20 years they have been helping nonprofits measure and demonstrate impact, which in turn leads to improved services, innovation and increased ability to build support. The team is keen at making evaluation meaningful, engaging and fun! With a team approach to training, The Improve Group is able to drawn on a broad range of on-the-ground experiences, providing participants applicable tips and examples of why and how to conduct evaluations in their organizations.

Beginner Grantwriting: Getting Started
2021-12-01 10:00 - 13:00 | Webinar
This session is offered by the Minnesota Council of Nonprofits.
December 1, 2021
10:00 AM – 1:00 PM ET
Registration Fee: $89 for Members, $129 for Nonmembers. Email hilaria@dev.wvnpa.org or login to the Member Portal for the discount code.
REGISTER NOW
This workshop will introduce grantwriting to nonprofit professionals who have less than one year of experience with the skill. Many people who work in nonprofits find themselves in the position of “accidental grantwriter” and do not feel fully equipped for the challenge. This training will provide content and resources to deepen participants’ knowledge of and skills in grantseeking.
Participants will have an opportunity to learn about the basics of grantseeking. This session will dig into the basic elements of foundation research and grant planning. This is a beginner-level workshop.
In this training, you will:

Deepen your understanding about the funding landscape;
Learn about the types of foundations providing grants; and
Develop an understanding of the sections of a grant proposal including budgeting and evaluation.

Workshop participants will receive a digital copy of the Handbook for Successful Grant Writing that covers topics ranging from research and planning to a glossary of commonly used terms. The Handbook is only available to participants and is not otherwise for sale.
This session is an introductory overview of the grantseeking process. For a session focused on writing, you may wish to instead register for the Intermediate Grantwriting session.
Speaker Information
Aileen Rosa Sánchez is an entrepreneurial, donor-centric strategist with more than two decades of experience increasing revenue, engaging stakeholders, and furthering organizational missions. Aileen’s previous philanthropic portfolio includes Mayo Clinic, the Women’s Foundation of Minnesota, and various Twin Cities nonprofits, as well as political and foundation engagement. Aileen helped co-found the Latino Economic Development Center and also the New World School of the Arts Alumni Foundation in her hometown of Miami. She has also helped build diversity, equity, and inclusion initiatives at various institutions.
Aileen received her B.A. from Oberlin College; M.B.A. from Augsburg University; Oberlin College Community Action Fellowship; Mayo Clinic Bronze Quality Fellowship; Metro State University Community Development Careership; and Hispanics in Philanthropy Next Generation Philanthropy Fellowship. Aileen is the director of development and communications for Genesys Works Twin Cities and serves on the board of the Association of Fundraising Professionals Minnesota Chapter and the Latino Economic Development Center.

Working With A Diverse Team
2021-12-08 14:00 - 15:30 | Webinar
This session is offered by the Alliance of Arizona Nonprofits.
December 8, 2021
2:00 PM – 3:30 PM ET
Registration Fee: $15 for WVNPA Members, $29 for Nonmembers. Email hilaria@dev.wvnpa.org for the discount code.
REGISTER NOW
In this ever-changing world, it is increasingly important to be able to work with people that are different from us. This workshop will provide tools and skills to create a productive work environment with members from diverse cultural backgrounds.
During the workshop, we will:

Establish definitions and common language on Diversity, Equity and Inclusion.
Examine one’s own culture and learn from others’ cultural identity.
Explore common attitudes, stereotypes, and behaviors that perpetuate exclusion and stifle inclusiveness.
Explore appropriate attitudes, behaviors, and skills when interacting with diverse colleagues.

Cost and Registration: National Council Affiliates: $15 / Non-Members $29
Featured Presenters: Dr. Linda Groomes, President & CEO Achieving My Purpose
Dr. Groomes founded Achieving My Purpose, Inc. in 2013 to establish a vehicle to pursue her passion of working and supporting young women, ages 18-30, to discover their life’s purpose. Purpose Driven Diversity is a fee for service initiative that challenges organizations, schools, and government to evaluate their diversity and inclusion practices while investing in future leaders. Previous to AMP, Dr. Groomes demonstrated her leadership skills in the public and private sectors during her tenure at Hallmark Cards, LGC Enterprises and the City of Scottsdale. Dr. Groomes operated her own business, LGC Enterprises, Ltd. for seventeen years. Under her leadership, LGC established itself as an international management consulting firm specializing in the area of diversity and organizational development with clients throughout the United States. She is a certified coach and diversity practitioner. Dr. Groomes completed her Ph. D in Psychology at Grand Canyon University, holds an MBA in Finance from Indiana University, a BS from Florida State University and a Certificate of Continuing Education from The Tuck School of Business Executive Program.

Community in Evaluation
2021-12-09 10:00 - 13:00 | Webinar
This session is offered by the Minnesota Council of Nonprofits.
December 09, 2021
10:00 AM – 1:00 PM ET
Registration Fee: $89 for Members, $129 for Nonmembers. Email hilaria@dev.wvnpa.org for the discount code.
REGISTER NOW
Evaluation helps organizations assess their progress toward the goals they’ve set; articulate their challenges and successes; and identify areas for improvement. However, evaluations frequently suffer from understanding gaps which can limit the value of the findings. Evaluations that engage stakeholders benefit from multiple perspectives and honor different types of expertise. The Improve Group’s Community-Responsive Approach (SM) ensures that the unique perspectives of all affected communities and stakeholder groups are represented in every phase of the evaluation process, from designing data collection to reporting results.
By being responsive to each community’s distinct characteristics and by involving individual community stakeholders in an evaluation design, you are more likely to hear authentic experiences, concerns, and results. A key assumption in community-responsive evaluation is that people hold different kinds of expertise (i.e., community, cultural, technical, issue-specific, organizational, etc.) that are all valuable to the research process. Drawing on examples from The Improve Group’s work and asking you to bring a community or example of your own work to craft a plan, through this training session you will learn why this approach is important—including messages you can use to convince others of its merit—and how to implement it.
Learning objectives include:
•Learn the importance of including community in your evaluation.
•Learn how to identify diverse program stakeholders to include in an evaluation.
•Learn concrete strategies for engaging these stakeholders in evaluation, including through convening advisory groups, hiring evaluators directly from community, and hearing the different ways that people describe issues and problems.
Speaker Information
This session will be led by The Improve Group’s experts in evaluation capacity building. The Improve Group is a St. Paul-based, international consulting firm focused on research, evaluation, and strategic planning. For nearly 20 years The Improve Group’s consultants have been helping nonprofits measure and demonstrate impact, which in turn leads to improved services, innovation, and increased support. The Improve Group team has worked with hundreds of nonprofits and helped many of them build their internal capacity for designing and carrying out evaluations. With a team approach to developing training, The Improve Group draws on a broad range of on-the-ground experiences, providing participants applicable tips and examples of why and how to conduct evaluations in their organizations.

So you want New Technology: Finding the Right Tech for Your Needs
2021-12-09 14:00 - 15:00 | WV, United States
This session is offered by the Alliance of Arizona Nonprofits.
December 9, 2021
2:00 PM – 3:00 PM ET
Registration Fee: $15 for Members, $29 for Nonmembers. Email hilaria@dev.wvnpa.org for the discount code.
REGISTER NOW
In a progressively more technological world, new solutions to old problems are constantly being developed. From email marketing platforms to learning management systems and donor databases, there is a never-ending list of technology that we need to assess. But how do you determine which solution works best for your organization’s needs?
Join the Alliance for this workshop to

Learn an easy process to to find the right technology for your needs
Formulate the right questions for a technological needs assessment
Develop your personal technology comparison matrix
Determine the true costs of new technology

Featured Presenters: Angela Palmer, Director of Events & Marketing, Alliance of Arizona Nonprofits
Prior to joining the Alliance of Arizona Nonprofits, Angela Palmer worked as a self-employed marketing and community building specialist for nonprofit organizations. She initially moved to Northern Arizona to work as the gallery director of Kuivato a Creative Gateways Gallery and Creative Gateways in Sedona, where she grew a community of artists and improved the operational efficiency of the organization.
Before moving to the Verde Valley, Angela used her expertise to lead the marketing teams at such arts organizations as The Phoenix Symphony and Free Arts for Abused Children of Arizona. Angela had previously worked as a high school mathematics teacher in a transfer school in Brooklyn, New York. She served over-age, under-credited teens who were receiving their last chance to graduate with a high school diploma. Angela earned a bachelor’s degree in psychology from New York University, a master’s degree in mathematics secondary education from Columbia University, and a master’s of business administration with a focus on global management from Thunderbird School of Global Management.

Delivering Employee Feedback
2021-12-16 10:30 - 12:30 | Webinar
This session is offered by the Minnesota Council of Nonprofits.
December 16, 2021
10:30 AM – 12:30 PM ET
Registration Fee: $45 for Members, $65 for Nonmembers. Email hilaria@dev.wvnpa.org for the discount code.
REGISTER NOW
Do you dread the Feedback Conversation? In this two-hour training, you will learn and practice delivering feedback in a way that partners with your staff and builds in accountability at the same time. Giving feedback to employees is one of most effective ways to build morale and to support staff to learn, grow, and succeed.
You will leave with a practical feedback tool and framework, as well as useful language to help people reflect and act on the feedback.
Speaker Information
Debbie Okerlund is executive coach, trainer, and principal of Lead With Agility LLC. She values connection and warmth in partnering with managers, supervisors, educators, and nonprofit executives whose aspirations are to develop resilience and agility as leaders. Debbie provides compelling, practical tools that inspire self-awareness, build trust in your communication practices, and create a truly inclusive organizational culture. She trains and facilitates peer-coaching groups with a focus on coaching skills, transformational communication, and conversational intelligence.
Debbie has 25-years’ experience as a leader and facilitator including 14 years as an executive director in a nonprofit organization. She is certified in Conversational Intelligence, Peer-Coaching Group Facilitation, and the Myers-Briggs Type Indicator.

West Virginia Policy Institute
2022-01-11 10:00 - 11:30 | Webinar, WV, United States
January 11, 2022
10:00 AM – 11:30 AM ET
Registration Fee: FREE for WVNPA and Philanthropy WV Members, $15 for Nonmembers. (If you are a nonmember and wish to pay with a check please email hilaria@dev.wvnpa.org)
REGISTER NOW
(DRAFT) Agenda

Welcome and remarks from Joint Public Policy Committee Co-Chairs

Facilitated Discussion: How to be a good advocate, with panelists:

Caitlin Cook, Director of Advocacy and Public Policy, Mountaineer Food Bank
Rebecca McPhail, President, WV Manufacturers Association
Crystal Good, Founder, Black By God THE WEST VIRGINIAN
Chris Hall, Senior Government Affairs, Orion Strategies

What issues should you watch this session?
How to: Technical use of the legislative website and following bills.
Closing Remarks

Meet the Panelists:
Caitlin Cook serves as Director of Advocacy and Public Policy at Mountaineer Food Bank. Caitlin graduated from Youngstown State University with degrees in Journalism and Philosophy. A Charleston, West Virginia native, Caitlin has spent her professional career researching, addressing, and helping inform debates about a variety of policy issues that impact West Virginians. In her current role, Caitlin enjoys the opportunity to connect policymakers with experiences, perspectives, and needs to better inform food security policy.

Rebecca R. McPhail joined the WVMA as its president in 2013.
McPhail previously served at the President of state economic development organization Vision Shared. Prior to her work at Vision Shared, McPhail was Assistant Vice President of Development at Marshall University. Before returning to West Virginia in 2003, she worked as Grant Development and Research Manager and Interim Director of Development for the YMCA of Greater Cleveland in Cleveland, Ohio.
McPhail is a graduate of the West Virginia Institute of Technology with a B.A. in History and Government. She is a member of the WV Department of Environmental Protection Advisory Council, the WV Early Childhood Development Council, serves on the boards of the West Virginia High Technology Foundation, West Virginia Symphony, and the YMCA of the Kanawha Valley. She is a graduate of Leadership West Virginia, was named the West Virginia University Institute of Technology Alumni of the year in 2019 and recognized as 2017 Young Gun by The West Virginia Executive magazine.
McPhail resides in Charleston, WV with her husband David Yaussy, and two sons, Garrett and Owen.
Chris Hall is head of governmental affairs for Orion Strategies and leads the firm’s Charleston office. Hall has worked with legislators on both sides of the aisle as well as elected executive officials and government agencies. He has written numerous bills and shaped volumes of policy over two decades that is now law. He has also managed a number of professional associations and organized grassroots advocacy efforts to affect both state and federal legislation.
Prior to joining Orion Strategies, Hall served nearly 14 years as a founding member and managing partner of the Charleston-based public relations and governmental affairs agency TSG Consulting.
A graduate of West Virginia University, Hall holds a Bachelor of Science in Journalism specializing in Public Relations, with minors in Political Science and Business Administration.
Crystal Good (she/her/hers) is a writer and artist whose work seeks to build a more inclusive and truthful narrative about Central Appalachia. She is the founder and publisher of Black By God THE WEST VIRGINIAN, a print and multimedia publication centering Black voices to address the information gap. Crystal is the author of “Valley Girl” and holds the completely made up (but totally sincere) office of Social Media Senator for the Digital District of West Virginia, which encourages digital and political literacy. @cgoodwoman

The Organizational Assessment
2022-01-13 15:00 - 16:30 | Webinar, WV, United States
This series is offered by Washington Nonprofits.

Thursday, January 13th, 3:00 PM – 4:30 PM ET
Registration Fee: $30 for Members, $60 for Nonmembers. Check out the Members Only portal or email hilaria@dev.wvnpa.org for the discount code.
REGISTER NOW

The Organizational Assessment – Capturing an Objective Snapshot of Performance & Potential

Is your community impact organization actually having the impact it says?
Are effectiveness and efficiency proven attributes of your organization?
What role must “lived experience” play in a fair organizational assessment?
Are the key indicators of financial health, organizational culture, community involvement, and demonstrated leadership in diversity, equity and inclusion foundations incorporated into your decision-making and planning?

Following two years of unprecedented changes, leaders of community impact organizations must be able to identify the factors affecting the health of their enterprises and relay to the public the results of their work. It is critical that diverse people are speaking from a place of fact to move forward together.
This 90-minute overview of organizational assessments offers a framework for participants to consider the key elements of a reasonable review and have a discussion within their own association, congregation, or charitable cause about what constitutes reasonable evaluation of the key indicators of their performance. The session will feature a guest speaker that recently completed an organizational assessment for their community impact organization.
An organizational assessment is the first step in creating an accountable nonprofit corporation and creates a foundation for deeper-dive fair evaluations aimed at executive director and board performance.
Learning Outcomes
At the conclusion of Part One of “The Accountable Nonprofit,” you will have tools and information to:

Facilitate a deep-dive organizational discussion that will lead to a stated commitment to operating with a “Culture of Accountability” recognizing the role of data in conjunction with lived experience, anecdotal examples, and results
Construct a thoughtful organizational assessment process for your organization that designates a three-part process for evaluating the organization, management, and governance
Consider specific checklists to be associated with key priorities of your organization such as finance, fundraising, employee and volunteer satisfaction, and diversity, equity, inclusion, and access

Intended Audience
All leaders of community impact organizations including board members, planning volunteers and consultants, and professional staff
This webinar is one segment of a three-part series focused on creating a culture of accountability in your nonprofit. It has been designed for board leadership and the executive, as well as the consultants and management support organizations who support them, to engage in developing, monitoring, and evaluating performance goals for each of the critical elements of a successful organization: governance, management, and organizational performance.
About the Presenter
Jeffrey Wilcox, CFRE, is President and Chief Mission Advancement Officer for Third Sector Company. Founded in 2002, it is one of the largest teaching and support organizations for interim executive management and leadership continuity solutions for associations, congregations and charitable organizations in the country. He is the former Senior Vice President of Community Development for United Way of Greater Los Angeles, and Valley of the Sun United Way in Phoenix, Arizona. He is also the former nonprofit columnist for the Long Beach (CA) Business Journal, founder of “The Board Chairs Academy,” and author of “The Nonprofit Leader of the New Decade.” He co-developed and is the former lead trainer for the Wells Fargo New Executive Directors Institute of Greater Los Angeles. He is the immediate past chair of the Executive Advisory Board of the School of Business, Government and Economics at Seattle Pacific University and was named Alumnus of the Year in 2015. He is a past national chairman of the Executive Transitions and Succession Planning Affinity Group for the Alliance for Nonprofit Management and served as national governance chair for Camp Fire USA. He currently serves on the board of AFP Advancement Northwest in Seattle.

5 Secrets of Email Marketing Geniuses
2022-01-18 11:00 - 12:00 | Webinar, WV, United States
This session is offered by Firespring.

Tuesday, January 18th, 4:30 PM – 5:30 PM ET
Registration Fee: FREE
REGISTER NOW

There is more power and leverage in one email subscriber than 100 Facebook likes or 50 Twitter followers if email marketing is done right. Problem is, 9 out of 10 nonprofits don’t do it right.
In this educational session, Jay will share the secrets of email marketing geniuses, including:

The 5 types of nonprofit emails.
The anatomy of an email marketing campaign.
6 email marketing mistakes to avoid.
5 secrets of email marketing geniuses.

Presented by Jay Wilkerson, Founder & CEO of Firespring

The Board Assessment
2022-01-20 15:00 - 16:30 | Webinar
This series is offered by Washington Nonprofits.

Thursday, January 20th, 3:00 PM – 4:30 PM ET
Registration Fee: $30 for Members, $60 for Nonmembers. Check out the Members Only portal or email hilaria@dev.wvnpa.org for the discount code.
REGISTER NOW

The Board Assessment – Taking the Pulse of Governance in Action

Does our community impact organization have the governance structure that it needs to advance its cause?
Where is our board falling short in its roles and responsibilities that assures the community good governance is at work for their cause?
What should be included in a board development plan during the new year?
Is the board exercising due diligence in demonstrating leadership regarding diversity, equity, inclusion, and accessibility?

There are dramatic shifts taking place in how individuals, groups, and organizations view governance of their beloved community causes. From online board and committee meetings to newly created leadership structures and redefined board roles and responsibilities, community impact organizations are holding their governance behaviors to higher levels of accountability regarding their activities, decisions, and responsibilities.
A periodic governance evaluation reminds each board member of their individual and collective responsibilities to the purpose of the organization. The results can provide facts and documented perceptions for creating a year-long board development strategy.
This 90-minute interactive session will present examples of board assessments and feature a guest speaker that recently completed a board assessment and discusses the impact of the results.
Learning Outcomes
At the conclusion of Part Two of “The Accountable Nonprofit,” you will have tools and information to:

Lead a discussion with your board leadership about the merits of a regular governance assessment as part of a culture of shared accountability with all other important facets of the organization
Access or design a board assessment survey for completion by board members
Incorporate the results of a board assessment into a board development strategy that seeks to support the board in fulfilling its governance responsibilities to the cause
Consider formation of a governance committee, if one does not currently exist, to oversee an annual board assessment and advance a board development strategy

Intended Audience
All leaders of community impact organizations including board members, governance consultants, aspiring board members, and professional staff.
This webinar is one segment of a three-part series focused on creating a culture of accountability in your nonprofit. It has been designed for board leadership and the executive, as well as the consultants and management support organizations who support them, to engage in developing, monitoring, and evaluating performance goals for each of the critical elements of a successful organization: governance, management, and organizational performance.

About the Presenter
Jeffrey Wilcox, CFRE, is President and Chief Mission Advancement Officer for Third Sector Company. Founded in 2002, it is one of the largest teaching and support organizations for interim executive management and leadership continuity solutions for associations, congregations and charitable organizations in the country. He is the former Senior Vice President of Community Development for United Way of Greater Los Angeles, and Valley of the Sun United Way in Phoenix, Arizona. He is also the former nonprofit columnist for the Long Beach (CA) Business Journal, founder of “The Board Chairs Academy,” and author of “The Nonprofit Leader of the New Decade.” He co-developed and is the former lead trainer for the Wells Fargo New Executive Directors Institute of Greater Los Angeles. He is the immediate past chair of the Executive Advisory Board of the School of Business, Government and Economics at Seattle Pacific University and was named Alumnus of the Year in 2015. He is a past national chairman of the Executive Transitions and Succession Planning Affinity Group for the Alliance for Nonprofit Management and served as national governance chair for Camp Fire USA. He currently serves on the board of AFP Advancement Northwest in Seattle.

Get More out of Your Donor Management System
2022-01-27 11:00 - 12:00 | Webinar, WV, United States
This session is offered by TechImpact.

Thursday, January 27th, 11:00 AM – 12:00 PM ET
Registration Fee: FREE (was $50)
REGISTER NOW
You have a donor management system, but how do you get the most out of it while maintaining it for optimal efficiency? It’s important to keep your data useful and clean, but how do you do that—and how do you take advantage of all the hidden gems that are in there to make your data truly work for you?
Join us to learn about donor management software (DMS) best practices, including keeping your data tidy and trustworthy, enriching your understanding of your supporters and prospects, customizing your DMS, digging into your data, and when to consider a new DMS.
About Our Presenter
Kimberly Sanberg
Cairn Strategies
Kimberly Sanberg helps nonprofits to fundraise, engage supporters, build awareness, and achieve their goals with strategic digital marketing and communications, including social media, website strategy, advertising, and email.

The Executive Director Performance Review
2022-01-27 15:00 - 16:30 | Webinar, WV, United States
This series is offered by Washington Nonprofits.

Thursday, January 27th, 3:00 PM – 4:30 PM ET
Registration Fee: $30 for Members, $60 for Nonmembers. Check out the Members Only portal or email hilaria@dev.wvnpa.org for the discount code.
REGISTER NOW

The Executive Director Performance Review – The Pinnacle for Cultivating Talent to Lead a Community Cause

How is management adapting to the changing dynamics of creating community impact in partnership with a large group of diverse stakeholders and employees?
How important is talent development, recognition, and retention in a diverse, equitable, and inclusive organization?
How does succession planning become a safe space for regular conversation?
When does a performance review become a political process and popularity contest for an employee?

Without question, how a community impact organization chooses to evaluate its most senior staff professional tells the entire story about how it values people and their contributions to the cause. It also magnifies to what degree the organization is serious about advancing its cause using clearly articulated plans or methodologies with good leadership.
When the executive performance review is viewed as the culmination of “A Culture of Accountability” it recognizes the outcomes of board and organizational assessments to help inform a fair executive review.
This 90-minute session will talk about how the Executive Performance Review sets a standard for all other reviews of the talent at work for a cause. It will also feature a guest speaker who recently completed an executive performance review process.
Learning Outcomes
At the conclusion of Part Three of “The Accountable Nonprofit,” you will have tools and information to:

Facilitate a thoughtful executive performance review based on the outcomes of other evaluations and fair input
Coordinate an evaluation process that will result in specific discussions about an annual leadership plan, executive retention, professional recognition, and leadership succession
Recognize the pitfalls of an executive review process that can unintentionally inhibit positive board and executive director relationships

Intended Audience
Executive leaders of community impact organizations, board members, evaluation consultants and human resource professionals, and volunteers.
This webinar is one segment of a three-part series focused on creating a culture of accountability in your nonprofit. It has been designed for board leadership and the executive, as well as the consultants and management support organizations who support them, to engage in developing, monitoring, and evaluating performance goals for each of the critical elements of a successful organization: governance, management, and organizational performance.

About the Presenter
Jeffrey Wilcox, CFRE, is President and Chief Mission Advancement Officer for Third Sector Company. Founded in 2002, it is one of the largest teaching and support organizations for interim executive management and leadership continuity solutions for associations, congregations and charitable organizations in the country. He is the former Senior Vice President of Community Development for United Way of Greater Los Angeles, and Valley of the Sun United Way in Phoenix, Arizona. He is also the former nonprofit columnist for the Long Beach (CA) Business Journal, founder of “The Board Chairs Academy,” and author of “The Nonprofit Leader of the New Decade.” He co-developed and is the former lead trainer for the Wells Fargo New Executive Directors Institute of Greater Los Angeles. He is the immediate past chair of the Executive Advisory Board of the School of Business, Government and Economics at Seattle Pacific University and was named Alumnus of the Year in 2015. He is a past national chairman of the Executive Transitions and Succession Planning Affinity Group for the Alliance for Nonprofit Management and served as national governance chair for Camp Fire USA. He currently serves on the board of AFP Advancement Northwest in Seattle.

Assessing Public Service Loan Forgiveness Webinar
2022-01-27 16:00 - 17:00 | Webinar, WV, United States
This webinar is being offered by the National Council of Nonprofits and Student Borrower Protection Center
Thursday, January 27th, 4:00 PM – 5:00 PM ET
Registration Fee: FREE
REGISTER NOW
The Department of Education recently announced an overhaul of the Public Service Loan Forgiveness program designed to allow millions of public service workers who have been struggling under the weight of student loan debt a path to relief. In short, borrowers who were previously ineligible because they had the wrong loan, were making payments on the wrong payment plan, or were knocked off track due to processing errors can now receive credit toward forgiveness for those years worked in public service.
On Thursday, January 27 at 4 PM ET, join us and the Student Borrower Protection Center for a webinar highlighting updates to the PSLF program, guidance on how to navigate the new process, and an opportunity to ask questions about accessing debt relief.

On-Demand Course: Tactical Tech Planning for Your Nonprofit
2022-01-31 08:30 - 17:00 | Webinar, WV, United States
This session is offered by TechImpact.

ON DEMAND
Registration Fee: FREE Until January 31st (was $199)
JOIN CLASS

Does your technology need major upgrades? Where do you start when you feel like every aspect of your infrastructure is out of date? How do you evaluate what’s working and what can be improved with new technology? This 5 hour course will help you spot your organization’s critical technology needs and develop a practical plan for improving your technology infrastructure – even if you don’t have a tech background.

Course Description

Tech Impact’s On Demand Tactical Technology Planning will help you assess your organization’s technology environment and address your current and future needs. When you complete the training, you’ll have a fully realized tactical technology action plan to guide your nonprofit through its digital transformation. Using the plan, you’ll be able to evaluate and prioritize your current technology issues and be better-equipped to tackle future challenges. This course is made up of seven modules:
1. Getting Started
2. Infrastructure and Security
3. Data Management
4. Digital Marketing, Outreach and Fundraising
5. Program Service and Delivery
6. Technology Strategy and Governance
7. Creating Your Tactical Technology Plan

Learning Goals

In this course, you will walk through five key areas of nonprofit technology and learn to assess your organization’s current environment and identify areas for improvement. Following examples and benchmarks, you’ll complete corresponding workbook activities and learn ways to effectively address your current needs and plan for the future.
By the end of this course, you will be able to:

Identify and evaluate your organization’s current state of infrastructure.
Assess your existing data management, digital marketing, outreach and fundraising, program delivery, and technology strategy.
Develop a tactical action plan for your organization’s technology environment.

Storytelling for Impact
2022-02-01 15:00 - 16:00 | Webinar, WV, United States
This session is offered by Firespring.

Tuesday, February 1st, 3:00 PM – 4:00 PM ET
Registration Fee: FREE
REGISTER NOW
rom the beginning of civilization, storytelling has maintained a uniquely impactful position in defining culture, motivating action and bringing people together. Today’s marketers need to be better storytellers than ever before as more and more stories are told all around us.
Join Firespring’s Kiersten Hill as she goes through tips, techniques and tools to help the modern marketer tell better and more impactful stories to activate their audiences around ideas and actions.
Key Takeaways:

An analysis of the Hero’s Journey and other storytelling frameworks.
Tools to aid in the process of compiling and refining the most compelling stories.
Using social media story tools to build community and motivate action.
Exercises that your team can use in order to enhance and refine your storytelling process.

About the Presenter:
Kiersten Hill

Kiersten Hill is a Nebraska-native born and raised in North Platte. She graduated from the University of Nebraska–Lincoln. With almost two decades in nonprofit management and fundraising, she has raised over $20 million for Nebraska nonprofit organizations and worked to better train and equip nonprofit leaders and boards of directors.
Kiersten has served on the board for a number of organizations including: Lincoln Downtown Rotary #14, Girl Scouts Goldenrod Council and the Seward Country Club. She’s a leadership junky and graduate of Leadership Hastings, Leadership Nebraska and Leadership Lincoln. She was a Midland’s Business Journal 40 Under 40 award winner and was recognized as the 2013 Lincoln Nonprofit Executive of the Year. She frequently speaks to nonprofit groups and other organizations about fundraising, board development and organizational change. Kiersten, her husband Chad and their thirteen-year-old son Cooper live in Seward, Nebraska, with two large dogs and one tiny cat. She has a passion for Lincoln, networking, fundraising and nonprofit organizations.

How to Create a Good Annual Report in the Digital Age
2022-02-02 11:00 - 12:00 | Webinar, WV, United States
This session is offered by Firespring.

Wednesday, February 2nd, 11:00 AM – 12:00 PM ET
Registration Fee: FREE
REGISTER NOW

Sponsored by:

Nonprofit annual report stress is real and can be overwhelming at times. Creating an annual impact or donor report that you KNOW is getting read can be easier than you think! Join us for tips and tricks to create an interactive digital report on this Nonprofit Hub webinar.
The nonprofit annual report is supporter-facing, providing more than basic financial information the IRS needs to ensure credibility. Traditionally, annual reports for nonprofits have taken the format of a book or multi-page paper report. Now, it’s becoming more and more popular for nonprofits to transition from the traditional paper report to a modern digital alternative.
The experienced team will show you how to save time and money while creating stunning digital reports for your nonprofit while adding interactive and engaging features to your annual report design like social media, video, creative storytelling, and more. You’ll learn best practices for annual report design from example nonprofit annual reports that are proven to be read and engaged with. You will walk away from this webinar with tangible skills to garner more donor interaction and fundraising dollars from your future annual reports!
About the Presenter:
Josh Kligman

Josh Kligman is the CEO and Co-Founder of Yearly. Josh has worked with nonprofits on annual reports, brand, and partnerships since 2011. Throughout his career, Josh has helped nearly 1,500 nonprofits create more engaging annual reports with his team’s new, digital platform. Some familiar brands include the World Wildlife Foundation, Harvard University, plus small and medium-size nonprofits across the U.S.
Prior to this, Josh advised Fortune 500 advertisers at AOL, like Wendy’s and Home Depot, to provide unique opportunities for monetizing online real estate. He’s also worked on accounts at ad agencies and sold radio. He received his B.A. from American University in Communications and his M.B.A. from American University in Marketing Management and Entrepreneurship.

Fostering Community Through Inclusive Engagement Events
2022-02-03 11:00 - 23:30 | Webinar, WV, United States
This session is offered by Firespring.

Thursday, February 3rd, 11:00 AM – 11:30 AM ET
Registration Fee: FREE
REGISTER NOW

Free educational webinar brought to you by:

When we keep inclusivity at the core of our processes in supporter engagement and fundraising, success will be inevitable.
Join us for a 30-minute conversation presented by Kilter, to hear more on ways nonprofits found recent success in cultivating relationships with supporters and accelerated fundraising goals through flexible and inclusive activity-based engagement events in a hybrid and remote world.
About the Presenter:
Seth Braddock

Seth Braddock is the Founder & CEO at Kilter, the most inclusive activity-base engagement platform for good. Kilter’s platform enables charities and brands to meet their supporters where they are today by building custom events that turn everyday health, wellness and lifestyle activities into opportunities to accelerate fundraising objectives.

The Role of the Board Chair - Series
2022-02-03 15:00 - 16:00 | Webinar, WV, United States
This session is offered by Washington Nonprofits.

Thursdays, February 3rd, 10th, 17th, & 24th, 3:00 PM – 4:00 PM ET
Registration Fee: $80 for WVNPA Members, $160 for nonmembers. WVNPA members, login to the WVNPA Members only portal to find the discount code.
REGISTER NOW

Whether you’re just stepping into this leadership role or are a seasoned board leader, this training will help you be more effective in your role. You’ll learn how to bring your best leaderful self to the board chair role, artfully facilitate meetings that net results, and improve the leadership work of the board as a whole.
Leading a group of governance volunteers can be challenging as well as rewarding. Serving as the chair of the board is not a role for the uninspired and undecided. In this course, participants will learn about the chair’s responsibility in strengthening and improving the leadership work of the board as a whole.
This course is a great primer for new board chairs and an excellent refresher for more seasoned board members! Whether you’re a current chair, chair-elect, or head up a committee, this workshop covers leadership skills every board member needs. Topics include: leadership characteristics of effective board leaders, key relationships in and out of the board room, your leadership legacy, facilitating meetings that matter, and ways to engage individual board
members.
At the end, you’ll have tips and tools to help you start your term with confidence and enthusiasm!
Learning Outcomes:
You will leave with:
• A better understanding of the board chair’s responsibility in strengthening the work of the board as a whole.
• Strategies that can help you lead more effectively as a board chair.
• Ways to more effectively structure board meetings and engage individual board members at meetings.
Who Should Attend: Board Members, incoming Board Chairs, other committee chairs, and Executive Directors are encouraged to attend.
COURSE OUTLINE:
Part 1: What Kind of Leader are You?
Thursday, February 3, 2022 | 3:00pm – 4:00pm ET
• The Changing Landscape of Nonprofit Leadership – What’s Important Now
• Characteristics of Great Board Leaders – How do You Measure Up?
• Your North Star – What Will Your Legacy Be?
Part 2: What’s Your Job as Board Chair?
Thursday, February 10, 2022 | 3:00pm – 4:00pm ET
• Common Mistakes and Frustrations
• The Do’s and Don’t’s of Effective Chairmanship
• How to Make the Most of Key Relationships, including the Board Chair – ED partnership
Part 3: Meetings that Matter
Thursday, February 17, 2022 | 3:00pm – 4:00pm ET
• The Bone structure: A Masterful Agenda, Meeting Mechanics, Strategic Information, Ways to Evaluate Meetings
• Shaping Powerful Questions that generate great discussion
Part 4: Presiding vs Facilitating
Thursday, February 24, 2022 | 3:00pm – 4:00pm ET
• How to Develop Facilitative Leadership
• Communication Tips for Effective Listeners
• The people side of things – managing meeting dynamics and conflict
All sessions will be recorded and the recording will be available to all registered participants.
Participants who are unable to attend one or more of the sessions will still have access to all
course materials.
We are committed to making our online courses as accessible as possible to all learners. Please
contact us with any concerns or requests.
ABOUT THE PRESENTER:
Amanda Madorno is a leadership coach, consultant and planning facilitator who helps nonprofit leaders and their teams drive personal and organizational change. After many years in the nonprofit sector as a fundraiser and executive, Amanda began consulting in 1994 and incorporated Roam Consulting LLC in 2001. Her firm focuses on helping leaders build the skills they need to lead with excellence, successfully navigate change, and create productive teams. She believes emotional intelligence is the cornerstone of leadership excellence and is certified EQ practitioner.
A seasoned nonprofit interim executive, with more than 17 interim assignments under her belt, she brings real-life leadership experience to her coaching and consulting practice. Her clients include community health clinics, Native American tribes, associations, museums, independent schools, social service agencies and Fortune 500 companies. Credentialed in Equine Experiential Learning, Amanda blends her horse sense with her understanding of leadership. Leadership with Horses is an innovative leadership development experience that draws leaders and teams from around the globe. They join Amanda and her herd of horses in the arena to work together and make breakthroughs in their leadership skills and competencies.

We Love Volunteers
2022-02-09 13:00 - 14:00 | Webinar, WV, United States
This webinar is offered by Volunteer WV.

Wednesday, February 9th, 1:00 PM – 2:00 PM ET
Registration Fee: FREE
REGISTER NOW
Are you looking for creative ways to thank your volunteers?

If so, join Volunteer WV Wednesday for their next Wednesday Webinar,
“We Love Volunteers” on February 9th.

During this webinar they will share how to nominate your volunteers for the
2022 Governor’s Service Awards and other easy ways to
recognize your volunteers.

Spread the love and thank your volunteers this February!

EXCEL-LENCE Spreadsheet Bootcamp
2022-02-09 13:00 - 14:15 | Webinar, WV, United States
This series is offered by the Montana Nonprofit Association.

Three 75-Minute Webinars, February 9th, 16th, 23rd, 1:00 PM – 2:15 PM ET
Registration Fees: $150 (Whole organization) or $95 (Individuals) for Members, $300 (Whole Organizations) or $190 (Individuals) for Nonmembers. Please note, there is no discount code. If you are a WVNPA member select the MNA Member option of your choice.
REGISTER NOW
COURSE OUTLINE:
Join MNA for a three-week exploration of Microsoft Excel. If you work with any type of data, from grant reporting to program tracking, improving your skills in Excel is one of the easiest ways to level up your efficiency and productivity at work! This fast-paced course will start at the very beginning in introducing Excel as an essential tool for any nonprofit professional and will build on that foundation to teach participants how to effectively organize, analyze, and visualize data in ways that make work easier, smarter, more productive, and more efficient.
This course will be broken into three sections: Excel 101 (Beginner), Excel 201 (Intermediate), and Excel 202 (Upper Intermediate). The only prerequisite for this course is that participants are encouraged to have an active subscription for Microsoft Excel.

Session #1: Excel 101 — Beginner February 9

What is Microsoft Excel
Understanding the structure of Excel workbooks
Entering, formatting, and organizing Excel Data
Working with Cell References
Sorting and Filtering Data

Session #2: Excel 201 – Intermediate February 16

Excel Functions

The structure of an Excel Function
Understanding Order of Operations
Numeric Functions: SUM(), COUNT(), MIN(), MAX()
Logic Functions: IF(), VLOOKUP(), INDEX(), MATCH()
Text Functions: LEFT(), RIGHT(), PROPER(), CONCATENATE()

Session #3: Excel 202 – Upper Intermediate February 23

Excel Visualizations

Creating Charts and Graphs
Formatting Charts and Graphs

Conditional Formatting
Intro to PivotTables

About the Presenter:
Adam Jespersen, MNA Director of Innovation
Adam joined the Montana Nonprofit Association in 2019 as its first Director of Innovation after more than a decade of progressive experience in nonprofit management, leadership, fundraising, and grant writing. Raised in rural Montana, Adam received his bachelor’s degree from Carroll College and his master’s in business administration from the University of Montana. Trained and experienced in Lean management and person-centered design, Adam is passionate about helping people, teams, and organizations across Montana find their stride in being more effective and impactful and has been recognized for his ability to dive headlong into finding solutions and for his cooperative and thoughtful leadership approach. Adam lives in Helena with his wife and two daughters and enjoys hiking, skiing, and all that Montana has to offer.

Storytelling and Virtual Donor Experiences
2022-02-09 14:00 - 15:30 | Webinar, WV, United States
This webinar is offered by GrantStation.

Wednesday, February 9th, 2:00 PM – 3:30 PM ET
Registration Fee: $69 for one, $149 for a group (2-10 people)
REGISTER NOW

Donor stewardship has always been a time-consuming activity. Meetings and gatherings continue to be both in-person and virtual for health safety—how are you keeping your donors engaged and ready to give?
Holding virtual donor experiences that include sharing mission moment stories is an effective, time-saving, engaging, and inspiring way to tackle donor stewardship during the pandemic. Whether you’re a small shop or have a large fund development team, this session, presented by Lori L. Jacobwith, will inspire your creativity for keeping your donors engaged throughout the year.
During this session you will:

learn the outline for crafting a powerful virtual donor experience;
learn the specific messages that will make your experience inspiring, engaging, and relevant—no matter your mission; and,
receive a checklist to help plan your own knock-their-socks off experience.

This session will benefit executive directors, fundraising and communication staff, and board members.

Date
Wednesday, February 9, 2022 – 2 PM EST

Duration
90 Minutes

Questions? Call
1-877-784-7268.

Policies

You will receive two GrantStation emails:
1. A copy of your paid invoice
2. A confirmation email for the webinar with the login credentials
If you do not receive the confirmation email within 48 hours of registering, please email or call 1-877-784-7268.
GrantStation does not refund registration fees. Fees may be applied to any webinar scheduled within 30 days.
All webinars are recorded.
About the Presenter
Lori L. Jacobwith

Named one of America’s Top 25 Fundraising Experts, Lori L. Jacobwith is an internationally-recognized master storyteller and fundraising culture change expert. Lori has more than 30 years’ experience helping nonprofit organizations raise more than $350 million dollars from individual donors.
When she’s not speaking at conferences around the world, or conducting board training sessions, Lori delivers virtual communications training through her annual Ignite Your Fundraising Results program.
Lori is a prolific writer: Fire Starters, her must-read weekly blog, has been recognized multiple times as one of the top fundraising blogs in the U.S. Lori is author of Nine Steps to a Successful Fundraising Campaign and co-author of The Essential Fundraising Handbook for Small Nonprofits.
A longtime member of the Association of Fundraising Professionals, Lori holds a BA from the University of Minnesota and additional training from Indiana University’s Fund Raising School.

Writing Grants for the Common Good - Series
2022-02-09 14:30 - 16:00 | Webinar, WV, United States
This series is offered by the Idaho Nonprofit Center.

Four 90-Minute Webinars, Wednesdays February 9th – March 2st, 2:30 PM – 4:00 PM ET

Registration Fees: $175 for Members, $225 for Nonmembers. Check out the Members Only portal or email hilaria@dev.wvnpa.org for the discount code.
REGISTER NOW

Writing Grants for the Common Good series is designed for novice, beginner and intermediate experienced grant writers. It will break down the grant process whether applying for government or foundation funding. Specific examples will be provided to coach participants through the preparation and submission of funding opportunities. This four-part series will cover:

Creating your case for support
Matching funders with your program/project
Recognizing and following funder requirements
Tips for making your proposal a standout

The series will be hosted live with the option to review the recordings at any time after the initial sessions.

9, 10:30 am – 12:00 pm MT /// Module 1 – Develop a Grant Writing Toolkit
16, 10:30 am – 12:00 pm MT /// Module 2 – Doing the Research
23, 10:30 am – 12:00 pm MT /// Module 3 – Preparing the Proposal
Mar. 2, 10:30 am – 12:00 pm MT /// Module 4 – Tips for Success

About the Presenter:
Diane Demarest is a dedicated professional with in-depth knowledge of organizational systems, social service program design and evaluation, and grant proposal development. In her current position, Ms. Demarest develops private and public grant proposals for twenty unique programs at Jannus, Inc. a 45-year-old Boise-based non-profit. As Director of Grant Development, she works in collaboration with program directors and staff to submit the strongest proposals to request funding.
Application content for Jannus programs range from mental health to agriculture, early learning to senior services, and refugee services to entrepreneurial initiatives. Working with diverse teams and community partners keeps her job interesting and ever-changing. Fund sources for Jannus programs are as small as $1,000 and as large as several million; they are comprised of federal, state, and local government grants and local and national foundations. Jannus’ $15 million-dollar budget is comprised of over 80% public and private grants.

Using Excel With Your Donor Management System
2022-02-15 12:00 - 13:15 | Webinar, WV, United States
This session is offered by TechImpact.

Tuesday, February 15th, 12:00 PM – 1:15 PM ET
Registration Fee: $60 – WVNPA members can attend for FREE, check out the Members Only Portal or email Hilaria@dev.wvnpa.org for the discount code!
REGISTER NOW
You’re collecting data in your donor management software, but you want to be able to take that data to the next level. This webinar will help you learn some new skills to export and work with your data in Excel. Whether your nonprofit exports data to Excel to clean it and reupload it or if your nonprofit uses Excel primarily, these sessions will help you understand what data is important for fundraising and communications and define important KPIs, showing you how to calculate them using Excel formulas.
In this webinar you will:

Learn about ways to organize data from your donor database in excel to maximize your giving strategy by learning skills like creating gift strings and pivot tables.
Learn tricks to improve mailings by cleaning and deduplicating donor records and combining households using Excel features.
Gain hands-on practice through provided simulation data set to use during the webinar.

About Our Instructor
Steve Boland
Managing Partner, Next in Nonprofits
Steve served as the executive director of three small nonprofits in his career before starting Next in Nonprofits in 2013. Its mission is to engage charities with new ideas, tactics and technologies to increase community engagement and support for mission-based organizations.

Recruit, Retain, Train
2022-02-15 13:00 - 14:00 | Webinar, WV, United States
This series is offered by the Montana Nonprofit Association.

Four 60-Minute Webinars, Tuesdays February 15th – March 8th, 1:00 PM – 2:00 PM ET

Registration Fees: $150 (Whole organization) or $95 (Individuals) for Members, $300 (Whole Organizations) or $190 (Individuals) for Nonmembers. Please note, there is no discount code. If you are a WVNPA member select the MNA Member option of your choice.
REGISTER NOW
COURSE DESCRIPTION
A changing workforce requires new approaches to management, team dynamics, and leadership. Recruit, Retain, Train covers generational differences, organizational best practices for recruiting and retaining employees, and prepares organizations to become nonprofit workplaces of choice.
Participants will explore:

How generational differences impact individual approaches and preferences
Tools to manage remote, hybrid, and in person teams effectively in a changing world
Strategies to adapt organizational structure and leadership to recruit, retain, and train high performing teams

Webinars will take place Tuesdays February 15th – March 8th, 1:00 PM – 2:00 PM ET
All sessions will be recorded and sent to attendees to view as needed.

February 15 | Exploring Generational Differences
February 22 | Preparing Your Leadership
March 1 | Improving Outcomes and Reducing Turnover
March 8 | Recruiting and Attracting Talent

Who Should Attend: Nonprofit teams, managers, directors, and those working in a multigenerational environment.
All sessions will be recorded and the recording will be available to all registered participants. Participants who are unable to attend one or more of the sessions will still have access to all course materials.
About the Presenter:
Liz Moore, Executive Director of Montana Nonprofit Association
Liz joined the Montana Nonprofit Association as Executive Director in 2011. She previously worked for the Rocky Mountain Development Council, a community action agency serving south-central Montana, for 16 years. In that role, Liz worked with the Head Start program, Low Income Energy Assistance Program, Montana Youth Homes, Homelessness Prevention and Rehousing, and a variety of other human services programs. In her 25 years working and volunteering in the nonprofit sector, Liz was a founding board member for Family Promise of Greater Helena, served on the board of ExplorationWorks!, a museum of science and culture, and co-founded HATCH, the Helena Action Coalition on Homelessness. She served on the Region III Disability Services QIC Editorial Board, the Montana Continuum of Care Coalition, the Montana NAMIWalk Steering Committee, The Montana Behavioral Initiative (MBI) Council, Montana Children’s Bill of Rights Task Force, and the Montana Office of Public Instruction Comprehensive System for Professional Development Council.
