- 8:30am: Check-in and Light Refreshments
- 9:30am: Welcome and Keynote Address
- 10:00am: Break
- 10:15am: Breakout Session 1
- 11:45am: Networking Lunch
- 1:00pm: Breakout Session 2
- 2:30pm: Afternoon Break and Snack
- 2:45pm: Breakout Session 3
- 4:15pm: Close
Reception: Wednesday, September 25th
6:00pm – 8:00pm
This networking reception will give you a chance to meet other nonprofit board members and staff, funders from across the state, and more! Refreshments and a no-host bar will be provided.
During our reception program, we will hear from Nickie Shira about Adrian 2040, a visioning initiative to revive Adrian, Oregon, a small town in Malheur County.
You can register for the reception only here. For regular conference registration, visit the link above and add the reception to your registration.
Keynote Speaker: 9:30am – 10:00am
Building Cultural Capital in the Pacific Northwest
Chuck Sams III, Board Chair, Oregon Cultural Trust
The people of the Pacific Northwest have always built up cultural, social and economic capital to leverage resources that build strong communities. The cultural practices of our communities continue to support all aspects of our daily lives. In this keynote address, Chuck Sams will discuss how the nonprofit sector is key to meeting our communities’ needs in order to support a thriving society.
Lunch Program: 12:00pm – 12:30pm
Advocacy, Policy, and Nonprofits
Jim White, Executive Director, Nonprofit Association of Oregon
In this lunch program open to all conference attendees, Jim White will discuss advocacy, the role of nonprofits, and how policy and statute changes will change the way nonprofits work and act. He’ll specifically address changes in ORS 65 that will take effect in 2020 and impact the way every nonprofit works.
10:15am – 11:45am
Attendees choose one workshop per session
De-Mystifying Human Resources
Christine Frazer, Consultant and Owner, HR Any Day
What exactly is Human Resources? In this session, Christine Frazer will cover your most common HR questions. We’ll touch on topics such as recruitment & selection dos and don’ts, Oregon HR laws, performance management, and employee benefits.
Board Roles and Responsibilities
Rosalie Westenskow, Attorney, Nonprofit Law Northwest
Are you unsure of your duty as a Board member, how to avoid personal liability, and the best way to effectively govern your organization? This session will guide you through the legal duties and best practices of an effective Board of Directors, with a focus on both the role of each Director and the collective duties of the Board as a whole.
Understanding Your Financial Statements
Cheryl Guiddy, Managing Partner, Harris CPAs
Whether you have just begun your career in the nonprofit industry, are new to a board, or are a seasoned vet, it’s important to familiarize yourself with the unique way in which nonprofits present their financial statements. Financial statements are key components in revealing the financial health of an organization and ensuring your donors that resources are being used to accomplish your organization’s mission. In this session, we will review the basics of your financial statement and what your role is in regards to financial oversight.
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.
1:00pm – 2:30pm
Attendees choose one workshop per session
Funders Forum: Panel – please consider sending one person per organization
Facilitated by Joyce White
On Board! Staff & Board Roles
Laurel York Odell, Owner & Founder, Concepts in Writing, Inc
This fun, interactive session provides executive directors and board members with tools and tips for effectively working together. Come learn about the primary roles and responsibilities for each and how to work together to bring out the best in your organization and leadership team.
Fine-tuning your Budget Process
Patricia Schirmer, Director, Harris CPAs
Nonprofit organizations must constantly strive for sustainability in order to fulfill their mission and impact our community. The foundation for sustainability is proper budgeting, which is critically important to the success of nonprofit organizations that often have stretched resources, fluctuating funding, and/or heavy reliance on specific funding sources. This 10-step budgeting checklist will help guide the budgeting process, ensure your organization stays focused on its goals and mission, and give your supporters a clear picture of your vision and financial stability.
Metrics to Drive Grant Performance
Tammy Tilzey, Director, Foundant for Grantseekers and Diane Demarest, Director of Grant Development, Jannus, Inc
What gets measured, gets done. However, the process of identifying the right metrics and reports to measure and communicate your progress can be complex and not necessarily intuitive, especially when it comes to finding metrics to drive grant performance. Join us to learn more about what metrics you should consider as you track and drive improvements to your grant fundraising process.
2:45pm – 4:15pm
Attendees choose one workshop per session
Funders Forum: Roundtables – please consider sending one person per organization
Facilitated by Joyce White
Thinking Outside the Engagement Box—Soliciting Cross Sector Partnerships
Gustavo Morales, Executive Director, EUVALCREE
The most important asset in any project is the relationships built along the way. This session will provide tangible examples and action steps for successful cross-sector, community, and local government collaboration. Drawing on examples from Eastern Oregon, this session will set new, existing, or future projects up for success.
Board Member Recruitment and Retention
Jess Hampton, Program Director, Center for Nonprofit Stewardship
As part of CNS’s work with The Ford Family Foundation, Jess Hampton has prepared tools for boards who are concerned about recruitment and retention. In this session, she will present ways to recruit new members and keep current board members engaged.
Fundraising for a Small Shop
Dianne Alves, Consultant and Trainer, Fresh Take Consulting, LLC
Whether you’re a solo practitioner, part of a small team, or are a passionate volunteer, creating a manageable development process is critical to an organization’s success in the short and long-term. Learn practical skills and get practical advice from someone who knows firsthand the challenges of small shop fundraising. This workshop will use real case stories of the work being done to grow donor support. This workshop will be very interactive with time for participants to share stories and share the expertise.
Cheryl Guiddy is the Managing Partner of Harris CPAs, located in Meridian, Idaho. Cheryl has over 30 years experience providing financial and tax services to individuals and businesses across many industries. She specializes in the nonprofit, construction, and professional services sectors. She consults on a variety of business and tax issues and has planned and performed hundreds of audits, reviews and compilations —compliance and financial—for nonprofit entities, cities and other governmental agencies, private companies and pension plans. Cheryl’s expertise also lies in general business consulting, including guiding nonprofits in the implementation of strong internal controls, facilitating board involvement and budgeting. For Cheryl, accounting and financial support is really about problem solving—helping clients understand how their financial decisions impact their organization so they’re better equipped to reach their goals.
She is a CPA in Idaho, Oregon and California. She’s also proud to be a member of the American Institute of CPAs, ISCPAs, a Board Member of Capital Matrix, Treasurer of the Meridian Police Activities League, Finance Committee Member of Holy Apostles Church, and a Leadership Boise Alumni. Cheryl was honored to be appointed by the governor to the Idaho State Board of Accountancy from 2011–2016. She served as chair in 2016. Outside of her career, she’s a traveler at heart, a fan of the San Francisco Giants and loves spending time with family—Brian, her husband, her three children, and one grandchild.
Chuck is Cayuse, Walla Walla, Cocopah, and Yankton Sioux. He grew up on the Umatilla Indian Reservation in Northeast Oregon. He currently serves as the Communications Director for the Confederated Tribes of the Umatilla Indian Reservation. Prior positions include Environmental Health and Safety Officer/Planner in the Tribal Planning Office for the CTUIR, President/Chief Executive Officer of Indian Country Conservancy, Executive Director for the Umatilla Tribal Community Foundation, and National Director of the Tribal & Native Lands Program for the Trust for Public Land. Chuck has worked in the non- profit natural resource management field for over 20 years. He serves on the boards of Cayuse Holdings LLC, Oregon Cultural Trust and Gray Family Foundation. Chuck holds a bachelor of science in business administration from Concordia University and is currently working towards a graduate degree in Indigenous Peoples Law at the University of Oklahoma. He is a veteran of the U.S. Navy. He resides in Pendleton, Oregon with his wife Lori and their four children.
Christine is a human resources strategist, author, public speaker, and consultant. Breaking down the barriers of human resources has become Christine’s mission. She isn’t afraid to have the hard conversations, engage in taboo topics, and say it as it is when talking with her clients, or speaking in front of crowds. Her unique approach to HR and people, and use of humor to convey difficult concepts in a digestible way is what has kept her in this intense career for over three decades.
Diane Demarest is a grants professional with an in-depth knowledge of family and organizational systems, program design, development and implementation, and designing program evaluation. She promotes a collaborative organizational culture where ideas drive excellence and innovation. Diane has 30 years program management and grants experience in public and private systems including health care, K-12 education, non-profit social service, government and higher education. She has developed evaluation tools that have been adopted nationwide and published results of collaborative research projects. Her experience spans federal, state and private grant proposal development.
Diane has a Masters of Education from the University of Idaho in Organizational Leadership and a B.S. degree in Family Systems from University of Wisconsin. She currently serves as Director of Grant Development at Jannus, Inc. and is board president of the local Idaho Chapter of the Grant Professionals Association.
For over 29 years, Dianne Alves has worked for non-profit organizations that affect change by protecting the environment; administering health care and health education, providing housing, support comprehensive mental health and social services to children and families and K-12 and higher education.
In addition to her credentials as a fundraiser and nonprofit manager, she is dedicated to raising the standards of her profession. She is a coach and mentor to numerous peers and appears frequently as a panelist or guest speaker at conferences and workshops designed to educate, inform and inspire other fundraising professionals. Dianne’s educational appearances include Willamette Valley Development Officers (WVDO), Association of Fundraising Professionals (AFP) and Coalition of Oregon Land Trusts.
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.
Gustavo is the executive director of EUVALCREE in Ontario, Oregon, an organization that develops the social capital and leadership capacity of community members. Gustavo is appointed by Governor Kate Brown to sit on three positions as: 1) Commissioner on the Oregon Advocacy Commission-Commission on Hispanic Affairs, 2) Board Member for the Cultural Development Board for the State of Oregon-Oregon Cultural Trust and 3) Member of the Environmental Justice Task Force. He received his Bachelor of Science in Psychology with a Neuroscience emphasis from Pacific University and is completing his Master’s in Business Administration from Boise State University. In addition to continuing his education and managing a non-profit organization, Gustavo works as an independent consultant supporting minority owned businesses to improve their economies of scale, develop strategy, competitive advantage and increase business visibility.
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!
Jim White currently serves as the Executive Director of the Nonprofit Association of Oregon. He began this assignment in October of 2012. Jim is deeply committed to social change and has worked in the nonprofit sector both domestically and internationally for more than 20 years. He has a passion for affecting systemic change in the way that the public, private and nonprofit sectors work together to support and strengthen civil society. He is specifically skilled on working to build alliances and partnerships with mission and results driven outcomes in mind.
When asked what drew him to join NAO, Jim responded: “Oregon is a unique state where we celebrate diverse ideas and diverse cultures. We have an engaged and passionate population; people who want to get involved in their community life. I am excited to bring what I have learned in the international context to apply to the concerns, needs and desires of the people of Oregon. I recognize that NAO is the organization that strengthens those voices and provides the kind of capacity building and leadership development that can have systemic change across the sector and beyond.”
Before joining NAO, Jim worked for Mercy Corps for 15 years, most recently as the Vice President of Operations. He has also worked for the International Organization for Migration and the American Red Cross. Jim earned a BS in Engineering Technology from Temple University and a MA in Central Eurasian Area Studies from Indiana University.
Bio coming soon
In 1997, Laurel York Odell incorporated Concepts in Writing, Inc., to provide technical assistance with fundraising to community service organizations. Since its inception, Concepts In Writing, Inc., has provided services to hundreds of organizations throughout Washington, Oregon, Montana, Nevada, Arizona, Alaska and Idaho. Laurel has worked with all types of non-profit organizations — small to large, urban and rural — with all aspects of fund development, strategic planning, board development and coalition facilitation. These have included arts organizations, charter schools, health and human service organizations, state and city agencies, conservation groups and professional associations.
Through the course of her career, Laurel has developed and provided training in all things fundraising as well as strategic planning and collaboration. Her expertise lies in her ability to articulate purpose, impacts and credibility for successful engagement of philanthropic investment.
Patricia Schirmer is a Certified Public Accountant, and has more than 11 years of experience in public accounting. She specializes in financial statement audits and reviews for nonprofit organizations in sectors ranging from local and national charities and advocacy groups, to trade associations and performing arts organizations. Patricia particularly enjoys helping her clients by providing training to the board, improving the organization’s internal control systems, implementing new accounting standards and working with an organization on their strategic planning.
She received her BBA in Accounting & Finance from the University of Portland. She is a member of the American Institute of Certified Public Accountants, and the Idaho Society of Certified Public Accountants. She also serves as the Treasurer of the Boise Chapter of the Western Pension and benefits Council, and is a Leadership Boise Alumni.
Outside of work, Patricia spends time with her family—her husband Matt and their two children—and volunteers for several nonprofit organizations. Traveling is her passion, both within the U.S. and internationally; to date, she’s visited 10 countries, and was especially awed by the beauty of New Zealand.
Rosalie loves working with organizations to help them achieve their goals. She is the founder of Nonprofit Law Northwest, a law practice devoted completely to assisting nonprofit organizations, including obtaining (and retaining) tax-exempt status, employment law, contract and lease drafting, voting member rights, effective corporate governance structure, unrelated business income tax rules, fiscal sponsorship agreements, and a variety of other matters. She is located in Eastern Oregon but works with organizations all over the state. Rosalie is a member of the Oregon State Bar Association, the Secretary for the Executive Committee of the Oregon State Bar’s Nonprofit Organizations Law Section, and the former president of the Union County Bar Association. Rosalie loves spending time with her husband and their four young children, who are all busy, noisy, and fun.
Tammy Tilzey is the Director of Foundant for Grantseekers, an intuitive grant management solution designed to increase the efficiency and funding success of nonprofits. She particularly enjoys working and collaborating with passionate clients and coworkers. Tammy holds a B.S. degree in Computer Science from Montana State University and has held development, marketing, and services leadership roles at several growing software companies. In her role at Foundant Technologies, Tammy provides educational opportunities and tools that enable nonprofits and grant professionals to maximize their grantseeking capabilities and increase their fundraising success.
Tammy currently serves on the board of the Grant Professionals Certification Institute and as membership chair for her local Idaho Chapter of the Grant Professionals Association