Calendar
Event: Cause Marketing for Non-profits & For-Profits Workshop
Sponsor: Ad Council of Rochester
Date: November 12, 2008
Time: 8:30am -1:30pm
Location: The Strathallan Hotel
Cost: $30 Student; $50 Nonprofit; $65 For profit/AC Contributing Members; $75 For profit/AC Non-members
Contact: Ad Council (Website: www.adcouncilroch.org)
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Event: The ABCs of Building a Great Board (Board Leadership Workshop)
Sponsor: Center for Community Engagement
Date: December 1, 2008
Time: 8:30 – 11:00 a.m.
Location: Hughes Rotunda at St John Fisher College
Cost: $40/person includes continental breakfast and parking.
Presenters: Howard Berman, Thomas Toole, Carol Love, Center for Community
Engagement
Details: Great boards do not just happen. They are the result of explicit, systematic policies and processes. Board leaders will understand the specifics of the systems they need to build and maintain. Topics covered will include:
- The importance of governance
- Role of the board and responsibilities of board members
- Board member recruitment – finding and getting the right members
- Board continuing education – understanding the organization and the board’s role
- Board member development
- Renewing and refreshing the board
Registration: Lisa Moore, Board Leadership Programs Coordinator, Phone 585-327-6527 or email pneeroch@gmail.com
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Event: Social Marketing 101
Sponsor: Ad Council of Rochester
Date: December 2, 2008
Time: 8:30-10:30am
Location: Ad Council offices
Cost: $25 per person
Presenter: Susan Gilchrist, Director of Social Marketing, Ad Council of Rochester
Contact: Ad Council (Website: www.adcouncilroch.org)
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Event: Social Marketing - A Closer Look Workshop
Sponsor: Ad Council of Rochester
Date: December 10, 2008
Time: 8:30am-3:00pm
Location: Nazareth College of Rochester, Shults Center Forum
Cost: $50 per person/nonprofit; $65 per person/for profit
Contact: Ad Council (Website: www.adcouncilroch.org)
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Event: Planning and Performance Oversight: The Board’s Role (Board Leadership Workshop)
Sponsor: Center for Community Engagement
Date: December 12, 2008
Time: 8:30 – 11:00 a.m.
Location: Hughes Rotunda at St John Fisher College
Cost: $40/person includes continental breakfast and parking.
Presenter: Thomas Toole, Center for Community Engagement
Details: It is the board’s responsibility to ensure that the organization has and is functioning in accord with strategic, operating, and financial plans; the CEO’s job is to implement them. This workshop clarifies how these types of plans differ and looks at the board’s role in developing each type plan, supporting it with adequate resources, and holding management accountable for performance. Special attention is given to the function of metrics as tool for accountability and continuous improvement. Topics will include:
- Importance of good strategies
- Board and CEO roles in strategic planning
- Monitoring the strategic plan
- Board and CEO roles in operational planning
- Monitoring the operational plan
- Dashboards and scorecards
Registration: Lisa Moore, Board Leadership Programs Coordinator, Phone 585-327-6527 or email pneeroch@gmail.com
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Event: Public Service Campaign Case Study - ECDI's "Sing, Talk, Play with your Baby" Campaign
Sponsor: Ad Council of Rochester
Date: December 17, 2008
Time: 8:30-10:30am
Location: Ad Council offices
Cost: $25 per person
Presenters: Todd Butler, President & CEO, Ad Council of Rochester;
Mary Bonaccio, Director of Client Services, The Verdi Group; Nancy Kaplan, Coordinator, Rochester's Child
Contact: Ad Council (Website: www.adcouncilroch.org)
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Event: Form 990 (Back by popular demand!)
Sponsor: Ad Council of Rochester
Date: January 9, 2009
Time: 8:30-10:30am
Location: Ad Council offices
Cost: $25 per person
Presenter: John Heveron, Heveron & Heveron CPA's
Contact: Ad Council (Website: www.adcouncilroch.org)
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Event: The Changing Role of the Finance and Audit Committees: The New Spotlight (Board Leadership Workshop)
Sponsor: Center for Community Engagement
Date: January 20, 2009
Time: 8:30 – 11:00 a.m.
Location: Hughes Rotunda at St John Fisher College
Cost: $40/person includes continental breakfast and parking.
Presenter: Nancy Snyder, Partner, The Bonadio Group
Details: This workshop is enable Board committee chairs to understand their overall responsibilities as well as their increased accountability for assuring the organization is meeting changing financial standards and expectations. Topics will include:
- NYS Attorney General’s new requirements for nonprofits
- Need for checks and balances
- Role of the independent auditor; how to manage this relationship
- Identifying and heading off financial issues
- Regulatory reporting requirements
- Public reporting opportunities
- Who has to sign what and what it means
Registration: Lisa Moore, Board Leadership Programs Coordinator, Phone 585-327-6527 or email pneeroch@gmail.com
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Event: Board and CEO: The Critical Partnership (Board Leadership Workshop)
Sponsor: Center for Community Engagement
Date: February 3, 2009
Time: 8:30 – 11:00 a.m.
Location: Hughes Rotunda at St John Fisher College
Cost: $40/person includes continental breakfast and parking.
Presenter: Howard Berman, Center for Community Engagement
Details: Hiring and working with the CEO is one the board’s most important functions and critical to the success of the organization. Board leaders will understand the best practices for managing the board-CEO relationship. Topics covered will include:
- Recruiting and hiring
- Clarifying roles and responsibilities
- Supervising the CEO: Who does what and how
- Evaluation – It begins with a plan
- Compensation
- What to do if the relationship turns sour
- What to do if board leaders or members step beyond the line
Registration: Lisa Moore, Board Leadership Programs Coordinator, Phone 585-327-6527 or email pneeroch@gmail.com
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Event: Volunteer Fundraising Is Not Just Signing a Letter: A Primer for Resource Development Committee Chairs (Board Leadership Workshop)
Sponsor: Center for Community Engagement
Date: February 24, 2009
Time: 8:30 – 11:00 a.m.
Location: Hughes Rotunda at St John Fisher College
Cost: $40/person includes continental breakfast and parking.
Presenter: Dan Meyers, CEO, Al Sigl Center
Details: The importance of developing and executing a strategy for creating capital, both from internally generated operating surpluses and fundraising efforts, will be addressed. As part of this discussion, the role of the board and individual board members in fundraising – both annual and endowment giving – will be explored. Also, the general strategies for managing endowment investments will be outlined. Topics covered will include:
- Board members and other volunteers as fundraisers
- Roles of board leadership vs. staff
- Some can’t, some won’t – matching the right volunteer with the job
- Giving volunteers the tools they need
- Special fundraising activities, e.g., annual giving, endowment
- Communications strategies and support
- Developing annual and long range plans
- Monitoring, assessing, and improving performance
- When is a consultant appropriate?
Registration: Lisa Moore, Board Leadership Programs Coordinator, Phone 585-327-6527 or email pneeroch@gmail.com
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Event: Political Literacy for Nonprofits: How to be Effective in Albany and Washington (Board Leadership Workshop)
Sponsor: Center for Community Engagement
Date: April 7, 2009
Time: 8:30 – 11:00 a.m.
Location: Hughes Rotunda at St John Fisher College
Cost: $40/person includes continental breakfast and parking.
Presenter: Fran Weisberg, Executive Director, Finger Lakes Health Systems Agency
Details: Do you know what a member item or an earmark is? When to talk with a legislator, when to talk with staff? Most important, do your legislators know who you are and what you do? Whether your interest is funding, regulation, or public policy, what happens in Albany and Washington has a great impact on your organization and you should be involved in shaping it. Topics will include:
- How things get done in Albany and Washington
- Building relationships with both public officials and staff
- Framing your public policy objectives and making your strongest case
- Developing alliances
- Roles of board members and executives
- When hiring a professional lobbyist makes sense
Registration: Lisa Moore, Board Leadership Programs Coordinator, Phone 585-327-6527 or email pneeroch@gmail.com
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Event: Creating Excitement in Your Board: How to Keep Your Board Engaged and Productive (Board Leadership Workshop)
Sponsor: Center for Community Engagement
Date: April 28, 2009
Time: 8:30 – 11:00 a.m.
Location: Hughes Rotunda at St John Fisher College
Cost: $40/person includes continental breakfast and parking.
Presenter: Carol Love, Center for Community Engagement
Details: Are you hearing from board members that they don't feel fully involved and “useful?” You're not alone! As non-profits have grown and responded to new challenges in their business environment, there is growing recognition of the importance of establishing a governance model in which the board focuses on the strategic, and the CEO is empowered to act quickly without processing decisions through committees and the board. Healthy as this is, the loss of “hands on” opportunities where many board members spent their time and found their “reward,” has left chairs and CEOs puzzled as to how they can engage the board in a way that is value-added for all. Topics will include:
- How governance is changing and why
- Getting board members off to a good start
- Meetings that generate enthusiasm, excitement and engagement
- Board work plans that document commitment to actions aligned with the strategic plan
- Individual and collective board evaluations and continuous improvement
Registration: Lisa Moore, Board Leadership Programs Coordinator, Phone 585-327-6527 or email pneeroch@gmail.com
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Event: The Board of the Small Nonprofit (Board Leadership Workshop)
Sponsor: Center for Community Engagement
Date: May 19, 2008
Time: 8:30 – 11:00 a.m.
Location: Hughes Rotunda at St John Fisher College
Cost: $40/person includes continental breakfast and parking.
Presenter: Carol Love, Center for Community Engagement
Details: Small nonprofits face special challenges. While they have the same need for clarity of board and CEO responsibilities that larger organizations do, the reality of limited staff resources blurs the line as board members are called upon to provide “hands on” assistance, as well as advice and counsel on both strategic and operational matters. This workshop will help you tap board resources while maintaining the integrity of both board and management functions. Focusing on the real issues facing the participants, the workshop will address:
- Fundamental board and CEO/staff responsibilities
- Guidelines for board assistance in operations
- What to think about when recruiting and orienting board members
- What your staff needs to know about involving board members
- Building better board meetings
- Planning the board's work
- Who's accountable? Setting goals and measuring performance for board and staff
Registration: Lisa Moore, Board Leadership Programs Coordinator, Phone 585-327-6527 or email pneeroch@gmail.com
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Event: Succession Management: From a Good to Great Organization (Board Leadership Workshop)
Sponsor: Center for Community Engagement
Date: May 26, 2009
Time: 8:30 – 11:00 a.m.
Location: Hughes Rotunda at St John Fisher College
Cost: $40/person includes continental breakfast and parking.
Presenters: Howard Berman and Thomas Toole, Center for Community Engagement
Details: Great organizations are in large part the result of successful transitions in leadership. Assuring such transitions, that is, succession management, is one of a nonprofit board’s most important responsibilities. This seminar will focus on developing and implementing succession management plan and program. Topics will include:
- Roles and accountabilities
- Designing and implementing the system and its components
- CEO succession and transition
- Emergency succession and interim leadership
- Special needs of small to medium size organizations
Registration: Lisa Moore, Board Leadership Programs Coordinator, Phone 585-327-6527 or email pneeroch@gmail.com
