Trainings
Preparing to Launch
This training series prepares an Executive Director/CEO with industry knowledge and pre-launch strategy.
Nonprofit Start Up Masterclass (Live!)
This online class is designed for aspiring nonprofit entrepreneurs like you seeking to start a nonprofit organization to improve your community!
Together, we will dig deeper into the who, what, when, how, and why as it relates to nonprofit start up so that you are well informed before beginning the process.
Register here.
Recruiting a Rock Star Board!
The Board of Directors is not only a legal requirement for nonprofit organizations, but it is also the determining factor whether the organization will be successful or not. In this class, we take a strategic approach to identifying qualified board members.
Board Development Training: Preparing for Service
A part of recruiting a highly effective board is training. Without a vibrant and healthy board that thinks and acts strategically with the mission in mind, the organization will have a challenge with sustainability. This class takes a deep dive into board roles and responsibilities. and is intended for your organization's entire Board of Directors. Recorded session included. [Schedule here.]
We've Launched. Now What?
This training is the next step in the start up process - putting the mission to work.
Preparing for the First Board Meeting
The initial board meeting is the first brick of your organization's foundation. From operating budget to calendar of events to adopting ByLaws to planning the launch party – it’s the best time for your board to officially
meet one another and set the mission in motion. There is a lot to do in preparation and a certain way the meeting should be structured.
This session outlines pre-board meeting and at-the-board meeting tasks.
501c3 Now What?
Once an organization receives the IRS Determination Letter as recognition of being a 501c3 public charity, it is then when the work really begins!
This class is a deep dive into state and federal compliance, tax filing deadlines, operating necessities, and more. Attendees will leave this session with a clear path on how to get and stay compliant and create impact using a sound operating strategy.
How Do I Fundraise?
Nonprofits need money to operate! This is a high-level session that provides “E-Z” fundraising tools and strategies for new organizations.
*Price reflected is per registrant. | Training is held monthly but can be scheduled for a group | Sessions can be bundled.
Organizational Development
These sessions take a deeper dive into organizational development.
Executive Director/CEO: What is Your Role?
Defining the Executive Director (ED)/CEO role
is important, especially when you are also the Founder. The board/board chair and ED have a special relationship, which we'll discuss, but the Executive Director has clearly defined roles that are critical to operations, relationships, and funding.
We will explore these roles and responsibilities – and set some clear boundaries.
First Year & Second Year Milestones
Congratulations! The organization has made it through the first one or two years. I'm sure you've had some highs and some lows, but have you hit the mark on key strategic goals? Has your Board of Directors been actively engaged in fulfilling their duties? How realistic is your fundraising plan? How have you impacted the lives of the population you serve?
I'll address these questions and more. [Next session: Contact to schedule 1-on-1 sessions]
What the IRS Determination Letter Really Means
The IRS Determination Letter opens the doors to a multitude of opportunities for nonprofits. I’ll dispel a couple of myths about the power of this letter, but more importantly, detailing what is behind these opportunity doors.
*Price reflected is per registrant. Sessions can be bundled into a customized package.