Summit 2010 Workshop Descriptions

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Session I 10:15 – 11:30am	Session II 1:00 – 2:15PM	Session III 2:45 – 4:00PM
Board Governance
Leadership In Tandem Christi Murn, BoardStar Nonprofit leadership radiates from a unique partnership between the Executive Director and Board President, who work in tandem to fulfill their joint and separate responsibilities. Their challenges include understanding the differences between management and governance, clearly delineating Board and staff roles, and keeping the lines of communication open.	Increasing Income: Rx for Sustainability Amalia Schoone, BoardStar Even in the best of times it is a bad idea to rely on one or two income streams. Increasing and diversifying income ensures more resources to fulfill the mission, in good times and bad. Gather knowledge and tools to develop a diversified income plan. For Executive Directors, Development Directors, and Fund Development Committee Chairs.	Data Driven Decisions Mary Unkel, BoardStar The Board must recognize problems before they become urgent, identify the root causes of issues, and keep the organization on course. Learn about an intuitive visual assessment tool, which outlines program statistics and outcomes. These dashboards can be shared with funders, the community, and other important stakeholders. For Board leaders and staff.
Development
Enhancing Your Major Gift Success Marcy Heim, CFRE, Artful Asker Learn a cycle of successful relationship building that will give you tangible steps to enhance fundraising success for staff and volunteers. This will include making an artful ask for both major and annual fund gifts.	The “3 T’s” of Budgeting Chuck Zellermayer, The Legacy Group Budgeting need not be a fearful task. Proper tools and planning will provide you a solid map for the year ahead, and help you navigate the delicate balance of attaining organization Mission while maintaining Fiscal responsibility. The “3 T’s” of budgeting will help you plan for your next budgeting process.	Making Missions Matter Melanie Schmidt, Timpano Consulting This session will define terms around an organization’s ideology (mission, vision, values), share perspective on the value of revisiting it sooner rather than later, offer ways to assess your mission statement, and discuss the value of taking it a level further by crafting an intended impact for a defined period of time.
Transforming Through Technology
Web Development in the Wild – a Discussion of WNA’s Web Development Project Dennis Deery, Irish Rose Consulting; Elaine Glowacki, Wisconsin Nonprofits Association We will offer a look at best practices when tackling a web site project, and a discussion of tips and tricks to help the project go smoothly. In this workshop we will also share lessons learned to save you time and energy for your next web project.	Local Case Study – Choosing and Implementing Client Database Systems Karen Johnston, Catholic Charities – Diocese of Green Bay and Roy Verstegen, Diocese of Green Bay Learn how Catholic Charities - Diocese of Green Bay planned for, researched, selected, and implemented a database system for improving client outcomes and reporting. You will gain insight into the challenges faced and the benefits they are already seeing since beginning the process in March, 2009.	Embracing Technology as a Nonprofit: 5 Easy Steps Andy Zellers, eTapestry Explore the latest technology available for increasing awareness and fundraising as a nonprofit organization. We will discuss optimizing your website, attracting donors and support through social media, collecting information on the web, making your database work for you, and communicating with new and existing donors.
Advocacy
Advocacy Nuts & Bolts Jonathan Becker, State of Wisconsin Government Accountability Board Ethics and Accountability Division; Douglas Pessefall, Whyte Hirschboeck Dudek S.C. Advocacy is a powerful coalition building tool. It is every nonprofit’s right and responsibility. You are able to do more than you might think. Decipher and navigate the rules that govern nonprofit lobbying. Learn what the recent Supreme Court ruling means for you.	Advocacy Roundtable Facilitators: Jeff Brown, Attorney; Shelly Schnupp, Helen Bader Institute for Nonprofit Management Share advocacy ideas, successes, and challenges with your colleagues as we explore how to use the advocate’s toolkit to strengthen your organization, shape the issues you care about, and educate and approach potential supporters. Get practical advice specific to your situation and learn from what others are doing.	Advocates & Partners: Enhancing Volunteer Contributions Brent Hafele, NewDay Nonprofit Solutions Volunteers are not free. They take time, coordination, training, recognition, food, and lots of emotional energy. In this session, participants of various experience levels will learn methods for increasing volunteer commitment and contributions, effective strategies for volunteer recruitment and perspectives for viewing volunteers as advocates and partners.
Organizational Growth
Leadership: Unlocking Doors to Strategic Alliances Amy Schultz and Jack Anick, Anick & Associates We will help to dispel misperceptions, confusion, and fear associated with the thought of Strategic Alliance. We will show new structures that nonprofit organizations are moving forward with, including sharing new multi-agency structures, ways to keep your name, and the beginning steps of a Strategic Alliance discussion.	Engaging Ordinary People to do Extraordinary Things JoAnn Stormer, Leadership Wisconsin Leadership is the essence of community building: the experience of contributing to and creating a shared future. Nearly 90% of people believe that “problems we face today can be solved through effective leadership,” says the 2009 National Leadership Index. Examine what it means to be a nonprofit sector leader.	Nonprofit Financing Options Salli Martyniak, Forward Community Investments When cash flow is tight, revenues are challenged, and credit is harder to access, sometimes all you need is a little help and a good plan. Learn how borrowing money the right way for the right reasons can strengthen your nonprofit’s financial capacity to do more with less.
Right-Brain Thinking
Using Arts and Creativity to Understand Your Nonprofit’s Issues and Challenges Presenter: Gloria Eslinger, UW-Superior; Facilitators: Anne Katz, Arts Wisconsin, Sheryl Homan, UW-Superior This fun, interactive session uses arts and creativity to explore new and different ideas, strategies, and perspectives to use in your daily work. Be prepared to share one of your current management issues in small group discussions where you will be challenged to rethink your perceptions. Come and get re-charged!	Four Generations Working Together Steve Lipton, Wipfli LLC Gain a better understanding of the rich resources and opportunities that the new phenomenon of four generations working together brings to the workplace. We’ll discuss how this is creating a greater diversity of skill sets and motivations, and how each generation’s views on technology has changed the approach to work.	Virtual Teamwork Roundtable Facilitator: Betsy Wallace, American Cancer Society When you’re not all in the same office, how do you give and get timely feedback on projects? How do you make sure everyone’s using the latest version? Come share your trials and tips for using online “cloud” tools (Google docs, blogs, databases, etc.) in your group.
Session I 10:15 – 11:30am	Session II 1:00 – 2:15PM	Session III 2:45 – 4:00PM

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