• 7:30 am: Check-in and Light Refreshments
• 8:30am: Welcome and Keynote Address from Anne Kubisch
• 9:15am: Break
• 9:30am: Breakout Session 1
• 11:30am: Networking Lunch
• 12:45pm: Breakout Session 2
• 2:00pm: Afternoon Break and Snack
• 2:15pm: Breakout Session 3
• 3:30pm: Close
8:30am – 9:15am
Nonprofits as Community Builders
Anne Kubisch, President of The Ford Family Foundation
Nonprofits across the sector are involved in critical work to lift the voice of the under-served and create the change they want to see in their communities. Many organizations also find that the problems they’re addressing have multiple interrelated causes. Anne Kubisch’s keynote address will inspire all organizations to think of themselves as community builders, highlight the necessity for and power of collaboration, and encourage nonprofits to use a comprehensive lens in their approach to systems and social change.
9:30am – 11:30am
Attendees choose one workshop per session
Safe and Secure: General Policies for Your Organization — Great for new board members!
David Atkin, Director and Attorney, Center for Nonprofit Law
Make sure you can check “yes” on your tax form. Policies matter – to donors, foundations, and to you – especially when something goes wrong! Give yourself peace of mind and ideas to implement at work.
Participación de la Comunidad (Community Participation) — Cancelled due to family emergency
Employment Law 101 for Nonprofits
John Gear, John Gear Law Office, LLC
In this informative session, Salem Attorney John Gear will address the basics of employment law for nonprofits. Whether you have paid staff or just volunteers, this workshop will highlight the key legal dos and don’ts for nonprofits with personnel. There will be plenty of time at the end for attendee questions about their particular concerns, so come prepared!
Taking Your Idea to Implementation: Starting a Nonprofit
Linda Golaszewski, Program Manager Nonprofit Programs, Portland State University
Many of us see a problem or a community in need and spring into action. It may be months or even years until we discover we didn’t put all the pieces into place or there’s room for improvement and change. Whether you’re starting a new organization or just a new program, there are things to consider and ways to ensure that your organization has a solid foundation on which to prosper and thrive. This workshop will look at the combination of pragmatism and passion required for a start-up. Through information exchange, activities and tools, we’ll get you started.
Capital Campaign Strategies: From the Basics to Current Trends, Challenges, and Tactics
Kris Anderson, Principal, Kris Anderson Consulting and Co-Author of State of Giving
This inclusive session will target those contemplating capital campaigns, those knee-deep in them, and those who have their own expertise to share. After a quick overview of standard capital campaign structures and plans, the first half of this session will explore current national capital campaign trends and forecasts, common campaign pitfalls, problem-solving strategies, and tactics to deploy when you hit snags. The second half of the session will comprise facilitated small-group discussion, Q&A, and feedback opportunities. Come armed with questions (and bonus points for brilliant ideas)!
Telling Your Financial Story
Cheryl R. Olson, CPA, CGMA, Nonprofit Solutions Strategist, Clark Nuber PS
Jessica L. Clark, CPA, President, FiscalWorks
Learn how to tell your organizations story beyond numbers internally and externally! Understand all of the places where financial information can easily be found, and its impact to your readers . Is your financial storytelling consistent throughout the organization? Is your story being communicated effectively to your stakeholders and community?
12:45pm – 2:00pm
Attendees choose one workshop per session
Internal Controls and Fighting Fraud – Great for new board members!
Elizabeth Grant, Attorney-in-Charge, Oregon Department of Justice: Charitable Activities Section
Embezzlement in nonprofit organizations is surprisingly common and when it happens, it can be devastating to the organization and people involved. But it is also a problem that can be avoided. This session will cover basic steps that your organization should be taking to keep it safe from embezzlement and other forms of fraud. Learn more about the types of fraud that can affect nonprofits and how internal controls can help prevent bad things from happening to good organizations.
Grant Writing Tips and Tricks for Novices and Professionals
Bob Choquette, Senior Instructor & Graduate Coordinator, The School of Planning, Public Policy and Management (UO)
Whether you’re new to grant writing, or a seasoned professional, this workshop will have something for you. In this short, lively session, you’ll learn how to frame your proposed project to attract funders, how to build support for your idea, how to do funder research, how grants are reviewed and awarded, grant writing tips, and the reasons proposals are rejected.
Understanding Financial Statement for Non-Profits – Great for new board members!
Bob Longo, Finance Manager, Benton Community Foundation
This session will be an overview of how to read and understand financial statements for nonprofits, why they are so different than for-profit entities, and brief discussions on reviewing financial statements, internal controls, and in-kind donations.
Better Together: Working Across Generations
Jess Hampton, Program Director, Center for Nonprofit Stewardship
What are the generational issues facing your nonprofit as you hire, train and then interact with volunteers and employees who may be 60 years apart in age? How does your board of directors make a place at the board table for emerging leaders to feel comfortable with retired industry experts? Through discussion and practice, you will learn strategies for successful management and workplace communications across the generations.
How to Run a Successful Crowdfunding Campaign
Donnie Maclurcan, CEO, Post Growth Institute
Raising money via hundreds of small contributions and gaining new supporters along the way can be very exciting. But alongside every crowdfunding success lies a crowdfunding failure. The reasons for this failure are often easy to pinpoint: the campaign was not appropriate for crowdfunding; the campaign lacked a basic, proven strategy; and the campaign coordinators skipped their preliminary research and cut corners. When it comes to your campaign, you can design for success.
Join this informative presentation to explore:
– Whether crowdfunding suits your situation
– The formula for running a successful crowdfunding campaign
– Tips and tricks for inspiring your audiences to give even more
– How to coordinate crowdfunding efforts among your team
2:15pm – 3:30pm
Attendees choose one workshop per session
President and Secretary Training
David Atkin, Director and Attorney, Center for Nonprofit Law
These key executive team members are two top positions in the organization. This intensive training is interactive to help these two executives work together. Both President and Secretary from the same organization should attend.
Total Value Budgeting for Nonprofit Grants and Programs
Andi Kemp, Principal Consultant, Upward Development, LLC
In this breakout session we’ll cover practical tips to make budgeting more manageable and effective as a financial planning tool for nonprofits. Andi will discuss common myths and why it’s so important to be inclusive when designing budgets. We’ll talk about why budget deficits aren’t always bad. You’ll leave with a complete budget template that is easy to understand – with formulas already set up! Handouts will include a budgeting checklist and a dozen links to expert guidance and budgeting tools.
Implementing Diversity, Equity, and Inclusion
Sara Curiel Paez, Senior Consultant, Nonprofit Association of Oregon
The importance of diversity, equity, and inclusion is frequently discussed in nonprofit organizations. Achieving true diversity, equity, and inclusion (DEI) means more than asserting a list of values you strive to uphold. It includes implementing those values in authentic and meaningful ways. In this session, participants will be encouraged to reflect on what they’re doing to support their DEI values, discuss practical implementation strategies, and build knowledge to advance diversity, equity and inclusion work. Facilitator Sara Curiel Paez, Senior Consultant at the Nonprofit Association of Oregon, brings her own experience as a first-generation Mexican-American woman as well as extensive hands-on experience as a trainer, facilitator, and consultant working with communities of color.
Fundraising Made Easy!
Grady O. Goodall, J.D., Director of Development, OSU College of Liberal Arts
Are your board members intimidated by fundraising and donor relations? This session focuses on teaching board members the core strategies for planning, overseeing and actively participating in fundraising with donors in a simple 4-step process.
Moving from Complaints to Collaboration
Tasha Harmon, Coach, Trainer and Facilitator, New Perspectives
Complaints – our own and other people’s – feel like burdens and shut us down. Learn simple, effective ways to shift your own approach, and your organization, team, or relationship, from a dynamic of complaint to a dynamic of collaboration.
Andi Kemp founded Upward Development to provide fundraising expertise and management consulting to small and medium organizations. Our tailored, practical approach focuses on excellence and inclusion, and helps create the conditions that lead to greater equity.
Andi has 15 years experience serving nonprofits as a staff member, director and consultant, having written 250 grants and raised $22.5 million to support programs, salaries and capacity-building. Andi has completed nearly 20 assessments of organizations, served as a consultant for Oregon Law’s Nonprofit Clinic, and delivered workshops for nearly 700 people on topics in fundraising, development and money management.
Andi served on the Lane County Community Health Improvement Committee and volunteers in community gardens. To honor generous mentors Andi shares knowledge with other young professionals, enjoys learning from them, and has become a passionate advocate for justice and service to communities.
Andi earned a bachelor’s degree in psychology from the University of Oklahoma, with a focus on the learned behaviors of people in groups and workplaces. Always learning….always better – these are guiding mantras. Oregon has been a beloved second home since 2010, and in spare time, Andi enjoys the company of friends and family, cooking and being outdoors. Last year’s highlights included learning to lay flagstone and teaching nieces and nephews to climb using belays.
Anne Kubisch joined The Ford Family Foundation in 2013 as its second president. She came to the Foundation after 19 years at The Aspen Institute (New York), an international non-profit leadership development and policy studies organization.
She founded and served as director of the Aspen Roundtable on Community Change, a national resource center that advises policymakers, funders and practitioners on strategies for improving outcomes for low-income children, families and communities.
From 1977 to 1993, Anne worked in the international development field on poverty, health and economic vitality programs in Latin America and Africa.
Anne holds a master’s degree from the Woodrow Wilson School of Public and International Affairs at Princeton University and a bachelor of arts degree in English from Tufts University.
She is married to Mark Montgomery, professor of economics at Stony Brook University, NY, and senior research associate at The Population Council, NY. They have two children, Marina and Nicholas.
Bob Choquette is senior instructor in the School of Planning, Public Policy and Management at the University of Oregon, where he teaches classes in strategic planning, project management, leadership and change, and nonprofit management. For 25 years, he has been a grant writer and educator, consultant, and nonprofit board member.
Bob Longo works as an Instructor in the OSU College of Business, teaching classes in Management, Marketing, and Finance. He also works concurrently as the Finance Manager at the Benton Community Foundation. Previously Bob worked for forty years in industry with multiple diverse companies, both very large and some smaller ones. His positions encompassed numerous accounting, finance, and training positions.
Bob is both a Certified Public Accountant and a Certified Management Accountant. He earned a BS in Accounting & Management and an MBA in Marketing & Finance. He is a native of New Jersey where he attended college and worked for his first twenty years. Bob is also a certified substitute teacher and on occasion finds himself teaching 3rd graders one day and college seniors the next day.
Cheryl is the firm’s Nonprofit Solutions Strategist, which is both external and internal facing. She helps nonprofit organizations identify strategic solutions to their greatest challenges and opportunities, as well as connect them with relevant Clark Nuber services, external resources, and third-party advisors. Areas of focus that benefit our clients include software functional needs assessments, governance oversight training, and operational and financial process assessments. Internally, she manages the operations of the Software Solutions Team. Cheryl is a member of the Not-for-Profit Services Team and the Software Solutions Team.
David is a nationally recognized expert on nonprofit law and is the Founding Chair of the Oregon State Bar’s “Nonprofit Organization’s Law” section. He has specialized in representing nonprofit organizations for over 25 years and is an instructor at the University of Oregon’s law school nonprofit clinic. He has helped thousands of nonprofit organizations all over the country and around the world.
Donnie Maclurcan Ph.D. is passionate about all things not-for-profit. Originally from Australia, he is Executive Director of the Post Growth Institute: an action-oriented organization accelerating the shift to a purpose-driven economy that thrives within ecological limits. As a consultant, he has worked with more than 450 projects across 31 countries, and has been involved in many successful crowdfunding campaigns, helping groups to raise hundreds of thousands of dollars.
Elizabeth Grant is the Attorney-in-Charge of the Charitable Activities Section at the Oregon Attorney General’s Office and a past President of the National Association of State Charities Officials. She joined the Oregon Department of Justice in 2003. Prior to that, she worked as an attorney in the Federal Trade Commission’s Bureau of Consumer Protection in Washington, DC, where she developed and litigated federal enforcement actions involving deceptive and unlawful business practices. Ms. Grant graduated magna cum laude from Lewis and Clark Law School in Portland, Oregon. Her undergraduate degree is in Economics.
Grady Goodall is dedicated to using his legal training and experience to serve the education and nonprofit sectors. He has advised and supported numerous nonprofits as an attorney and professional fundraiser. He currently serves as Director of Development for the College of Liberal Arts at Oregon State University and has been successful in many areas of advancement for higher education especially development, alumni relations, and government relations. A graduate of the University of Oregon School of Law, his law practice was focused on donors and charities and he is an active member of the Oregon Bar Association. Grady currently serves on the Board of Directors for the Center for Nonprofit Stewardship. He is a frequent presenter and trainer on fundraising, management, and legal topics for nonprofit organizations.
Jess joined the Center for Nonprofit Stewardship as Program Director after working for nearly a decade in community and organizational development. Her work has taken her all over Oregon and Washington, delivering leadership and organizational training to community groups, nonprofits and government agencies. Her commitment to the field of nonprofit work is driven by a dedication to service and collaboration. She has an undergraduate degree in Political Science and a graduate degree in Nonprofit Management from University of Oregon.
When she’s not doing this work she loves, she’s spending time on adventures with her other great love, her daughter, exploring the great Pacific Northwest!
Jessica Clark is the President of FiscalWorks which provides high level financial expertise to nonprofit organizations; allowing them to have a CFO within the organization without employing one full-time.
Prior to FiscalWorks, Jessica was the Director of Finance & Administration at New Avenues for Youth, managed the nonprofit assurance sector of AKT, LLC (now Aldrich) and served as the audit manager at KPMG, LLP. With over 15 years of industry experience, Jessica understands what it’s like to be on the “inside”, but utilizes her years of auditing to ensure that organizations are complying with the important rules and regulations that are expected by the stakeholders of nonprofits.
She has extensive experience in management and accounting, and teaches classes on nonprofit financial topics. She is a graduate of the University of Oregon’s Lundquist College of Business Honors Program and received a B.A. in Accounting. Jessica is a licensed CPA in the state of Oregon, a member of the OSCPA, and serves on several Board and Finance Committees of Oregon nonprofits.
John Gear practices as John Gear Law Office LLC. John obtained his B.S. from the University of Wisconsin in 1984, a Masters of Engineering Management from Washington State University in 1993, and his J.D. (magna cum laude) from Western Michigan University Thomas M. Cooley Law School in 2004.
After serving in the Navy and then working five years at Westinghouse Hanford Company in Richland, Washington, John became an operations management consultant, applying his expertise in high-reliability power plant operations to more prosaic enterprises and organizations such as businesses and nonprofits.
Upon graduating from law school, John was admitted to practice in Michigan and became a research attorney for the Michigan Court of Appeals and then a regulatory attorney for the Michigan Public Service Commission. Three years later, he found his law calling, opening his own practice as “A values-based Oregon law practice serving consumers, elders, employees, and nonprofits.”
Since then, John founded the Oregon State Bar’s Nonprofit Organizations Law Section, served as chair of the Education Committee for the National Association of Consumer Advocates, and he has written or co-written two chapters in OSB attorney practice manuals, one on Consumer Law for Active Duty Military and Veterans and one on “Warranties” in Consumer Law in Oregon.
Kris Anderson is the principal of Kris Anderson Consulting LLC, a nonprofit and philanthropic consultancy that seeks to build nonprofit capacity. She is also the executive director of The Portland Clinic Foundation (a fundraising foundation) and the co-author (with Greg Chaillé) of State of Giving: Oregon Volunteers, Donors, and Nonprofits (OSU Press, 2015). Kris is a regular speaker on nonprofit strategy and culture, and she has consulted for nonprofits across the state seeking to improve their fundraising, communications, and strategy (recent clients include Literary Arts, Rediscover the Falls, the Oregon Community Foundation, and Ecotrust).
She is also an avid volunteer: Kris is grants chair of the Multnomah County Cultural Coalition; serves/has served on the boards of the Association of Fundraising Professionals (OR/SW Wash.), the Oregon Historical Society, Crow’s Shadow Institute of the Arts (Pendleton), and Disjecta Contemporary Arts (Portland); and has served as strategic advisor the Women’s Foundation of Oregon, the Center for Immigration Defense, #OregoniansGive, and others. Prior to her nonprofit career, she studied and taught English literature at the University of Oxford in Britain. She lives in Portland with her husband and is an avid traveler, skier, hiker, and cultural consumer.
Linda’s consulting expertise is in board and organizational development, leadership development, planning and evaluation. She has been a teacher and trainer for most of her career in the nonprofit sector, currently at Portland State University, developing and teaching courses in the MPA program including Governance of the Nonprofit Board, Managing New and Small Organizations, and Grantwriting. She has also worked with regional and international groups, training and consulting on a variety of topics. Her approach to working with organizations focuses on being responsive to the needs and expertise of the group.
She brings a wealth of experience and a spirit of inquiry, along with strategic thinking, effective communications and deft facilitation to her work. As someone who has worn every hat possible in a nonprofit, from worker bee volunteer to ED, she has a well-rounded view of what it takes to create thriving organizations.
In her non-work hours she sings, travels, gardens, and writes fiction and poetry.
I love seeing the strength of the sector grow and evolve — we are the original social entrepreneurs. Nonprofits continue to engage the spirit of humanity in endeavors as wide flung as arts, education, and environmental security.
With a background in Participatory Leadership, Sara has 10 years of experience in leadership development, civic engagement, facilitation and training. As a first generation Mexican-American woman, Sara deeply believes that all people have value and that leadership happens through reflection, listening and dialogue.
Sara is an experienced bilingual and bicultural capacity building consultant. She was born and raised in Nayarit, Mexico. She attended Oregon State University and received both her B.S. degree from the Honors College department as a McNair Scholar and a Master’s degree in Public Policy. Internationally, Sara has worked and studied in Spain, Bulgaria and Mexico. In 2005, Sara had the opportunity to interview nonprofits in Bulgaria to understand their role in the policy process before becoming part of the European Union. In addition, Sara has two years of paralegal experience from Universidad Panamerica in Guadalajara, Mexico. She also has training as a legal interpreter and translator.
In her spare time, Sara enjoys traveling abroad to Mexico and Argentina, reading and playing with her two children. She fulfills her deep commitment to youth development through her long standing volunteer work with the Benton County Juvenile Department and the Oregon State University 4-H.
Tasha Harmon is a facilitator, consultant, trainer, and coach with over 25 years in the nonprofit sector as a staff member, manager, executive director, board member, volunteer, and consultant. She helped found four nonprofit organizations. Tasha helps build the capacity nonprofits and other organizations committed to improving their communities. She teaches and coaches on a wide variety of topics related to decision making, communication, team-building, problem solving, facilitation, board and staff development, and change management. Learn more at www.Tasha-Harmon.com.