Summit 2009 - Workshops

 

Tuesday, June 2

  9am - 10:15am 10:45am - 12pm 2pm - 3:15p




Here Today, Here Tomorrow: Sustaining A Mission Focused Organization in Hard Times
A fast paced overview of high leverage actions to address growing and sustaining your nonprofit over the next few years, including:
• Building an exceptional board
• Long term partnership building
• Engaging boomers and millennials
• Accelerated strategic planning and thinking
• Using theory of change and other systems tools to strengthen program design

Presenter: Frank Martinelli
President
The Center for Public Skills Training

Are We Ready for the New Days? Best Practices in Nonprofit Management
This session will help you assess the effectiveness and “organizational fitness” of your nonprofit. Topics include best practices, mandatory requirements and latest innovations in:
• Policies and procedures
• Financial management and budgeting
• Fundraising
• State and federal regulations
• Governance, management, and operating procedures
• You will receive the presenter’s comprehensive Agency Assessment guide.

Presenter: Boris Frank
Principal
Boris Frank Associates

Competing For and Retaining Talent In Nonprofits – What’s HR To Do
When you understand why employees stay or go, you can develop a streamlined recruitment and hiring process that attracts and retains top talent — even more critical in uncertain economic times. Learn about effective recruitment processes, developing an employment brand, and low cost (or even free) methods of proactive recruitment.

Presenter: Paige Goldner
Executive Recruiter
The QTI Group

 A confidential ear: support for leaders of today and tomorrow
Today’s leaders are being challenged to do more with less and still fulfill their mission.  A growing demand for leadership plus a lack of supply equals a serious challenge for nonprofits over the next decade.  We will discuss and demonstrate some creative ways you can get support and develop your potential.

Presenters: Lois Albrecht, CCP
Cornerstone Coaching & Consulting, LLC
Steve Hingle, CPA and Coach,
Hingle Coaching, LLC
Overcoming the Fear when Asking for a Major Gift:  An 8-step process that will work for you!
Making an effective face-to-face “ask” is often the most challenging piece of the fundraising puzzle. Increase your comfort through an 8-step process for composing respectful asks that address objections and clearly identify next steps toward success. Many of these strategies can also work for annual fund solicitations.

Presenter: Marcy Heim
President
Artful Asker LLC
Skill Based and Specialist Volunteers: 
Connect with High-Level Volunteers to Help Your Nonprofit Survive and Thrive

This workshop will examine why more high-level professionals want to give their time and expertise, show how nonprofits are using these resources, and provide information for utilizing these talented volunteers for projects in your nonprofit.

Presenter: Bonnie Andrews
Volunteer Center Manager
Nonprofit Center of Greater Milwaukee
 

Budgeting for tough economic times: 50+ cost control strategies to help your not-for profit thrive
Today’s nonprofits face the challenge of meeting increasing needs with decreasing economic resources. This session will outline over 50 strategies you can use to reduce costs and improve effectiveness. You’ll also get tips for using a working budget to keep you on track and help you communicate with your board.

Presenter: Ginny Gilbert

Partner and CFO
Gilbert Cost Control Consultants Corp.

Measuring Mission: How an outcomes-focused approach can strengthen your organization and its case
Learn to focus on framing and documenting the community need your organization serves and demonstrate consumer-focused results. Clearly communicate program results that align with investors’ goals.  Community benefit is the return on investment they are looking for!

Presenter: Betsy Swenson, MS
Organizational Development Consultant
Governance and the New IRS Form 990
The regulatory environment for nonprofits continues to change. The newly revised IRS Form 990 requires nonprofits to have many policies affecting governance in place as of 2008 to avoid further scrutiny and oversight. This presentation will help prepare you for the changes ahead and will include helpful tips and policies.

Presenter: Scott Haumersen, CPA
Managing Partner
Wegner LLP, CPAs & Consultants
 The Basics of an Effective Web Presence
For a successful web presence, you must think about one thing: usability. Deliver what your audience expects (or needs) and you will succeed. This session will help you understand why, and how, to succeed in developing and supporting an effective web presence.  Topics include: web architecture, design, functionality, and content.

Presenter: Brian Reich
Principal
EchoDitto Inc.
Technology Evaluation and Contracts - Secrets Revealed
Angling to buy the right hardware, software, and technology services at the right price and on the right terms? Learn about a unique process, "Rapid Evaluation Methodology," that enables faster technology decisions without sacrificing quality. We’ll also review technology contract gotchas: initial and future costs, flexibility, protection, and extras.

Presenter: Galen Metz, FLMI, AIAA, AIM, ACS
Information Services Director, CIO
Group Health Cooperative of South Central Wisconsin
What’s New Online? Internet Strategies to Build Success
Learn how the latest technologies have revolutionized the way organizations raise money. We will discuss:
• Common issues
• Strategies to utilize technology in improving organizational efficiencies
• Regular process evaluation
This presentation was formulated by people with hundreds of years of experience in both the fundraising and technology industries.

Presenter: Cate Shaffer
Account Executive
eTapestry
 Diversifying the Board
Why do so many well-intentioned leaders miss the point when it comes to diversifying a nonprofit Board? In this session you will discuss the value of engaging individuals with varying skill sets, backgrounds, and perspectives; how to find them; and how they help a Board make great decisions.

Presenter: Deborah Blanks, CCAP
CEO
Social Development Commission
President’s Primer
Board Presidents confront a variety of unique and difficult challenges. In this special seminar for Presidents only, participants will learn to work in partnership with the Executive Director, engage the Board Directors, raise money from the Board, preside over meetings, and ensure that the organization fulfills its mission.

Presenter: Patricia Wyzbinski
Director
BoardStar
Orientation Express – Understanding Nonprofit Board Governance
This fast paced workshop is a learning experience intended to give participants a comprehensive understanding of what it means be a Board Director for a nonprofit organization. Both seasoned Board Directors and new Directors will benefit from the presentation and materials distributed to all participants. Don’t be left behind!

Presenter: Jose Vasquez
CEO
Felician Sponsored Ministries-Milwaukee
 Lobbying 101:  A Guide to Effective and Legal Lobbying for Nonprofits
Increasingly, the success of nonprofit missions may necessitate some lobbying activity. These activities may present a potential source of legal trouble if a nonprofit exceeds the limits on lobbying activity permitted for 501(c)(3) organizations. This workshop will help you decipher and navigate the rules that govern nonprofit lobbying.

Presenter: Karin Holmberg Werner, JD
Director
Milwaukee Legal Initiative for Nonprofit Corporations
Marquette University Law School
Advocates and Partners: Enhancing Volunteer Contributions
Volunteers are not free: they take time, emotional energy, and food. However, they can become powerful advocates for your mission. In this session, learn strategies to:
• Increase the commitment of all volunteers
• Engage volunteers to recruit others
• Fortify staffing needs with volunteers
• Use volunteers as advocates and partners

Presenter
: Brent A. Hafele, M.A.
Executive Director
Chippewa Valley Free Clinic
Engaging disparate constituents through community organizing
Community building, social change, coalitions and the greatest social movements of the 20th century came about through community organizing.  Learn more, hear how community organizers work and how you can make it work for your mission, your cause.

Presenter: Mark Fraley
Lead Organizer
Southeastern WI Common Ground
 Using the Internet and social networking to improve your communications
Learn how free or low-cost online social networking tools, such as blogs, facebook, LinkedIn, twitter and Youtube, can help your nonprofit communicate more effectively. Expand your understanding of online tools through a brief demonstration and a customized assessment of your unique communication needs and specific strategies on meeting them.

Presenter: Katie Krueger
Grant Writer & Editor

Brand Building for Organizational Effectiveness
Effective brand building starts with a focus on consistency and works when you connect with your audience(s). Learn techniques to create a platform for consistent communication that links your organizational strategy with your outreach and development efforts. Make your messaging more meaningful for your stakeholders – and your organization.

Presenter: Melanie Schmidt

President and Founder
Timpano Group

Media Relations: How to talk with reporters in planned and unplanned situations
Learn how to improve relationships with newspapers, TV stations and other media outlets, and improve your ability to prepare for successful news media interviews. The workshop will emphasize ways to translate complex information into simple “sound bites,” strategies for maintaining control of the interview situation, and tips for boosting your confidence as a media spokesperson.

Presenter: David F. Giroux
Executive Director, Communications and External Relations
University of Wisconsin System