October 21 — MAJOR GIFT DEVELOPMENT – WEALTH SEARCH, STRATEGY MEETINGS, DISCOVERY CONVERSATIONS, AND ACTION REGISTERS

Trainer: Kent Huyser, Senior Consultant at Gonser Gerber

• Identification – finding potential gift prospects
• Discovery – conducting research on major gift prospects (learning more about financial capacity and inclination to be generous)
• Cultivation – engaging & involving major gift prospects in the work of your organization
• Solicitation – making a compelling request for support
• Stewardship and recognition- extending gratitude and acknowledgment to the donor

October 6 — NONPROFIT LEADERSHIP (CREATING AND SUSTAINING ORGANIZATIONAL CAPACITY TO EXCEL)

Trainer: Thomas Greek, Vice President of Learning & Development at Navy Federal

Learning Gains:
• The value of empowerment vs. engagement (how to make it happen)
• Real leaders don’t follow (the essentials of creating a team of leaders)
• Centering with core values (Getting everyone on-board with shared values that strengthen your culture)
• Inspiring fanatical devotion on your team
• Creating a quality culture through consideration
• Putting products and clients first
• How to hire the best and then keep them motivated

September 16 — STRATEGIES FOR IMPROVEMENT (CREATING FUNCTIONAL PLANS TO IMPROVE SUCCESS)

Trainer: Dr. Black Horn, President and Chief Executive Officer at United Methodist Children’s Home

Learning Gains:
• Understanding context: ethical, comprehensive and productive development tied to results
• Using your strategic objectives as a management tool for improved service delivery and client interaction
• Ensuring fundraising and partnership is effective and focused
• Maintaining a clear direction

September 9 — A GUIDE TO TRANSPARENCY (MEETING DONOR AND LEGAL REQUIREMENTS)

Trainer: Andrea Krieger, Executive Director at PSC Foundation
• What must nonprofits disclose to the public?
• Ten ways nonprofits can demonstrate financial transparency (ethical fundraising, COI policies, executive compensation, IRS form 990 board review, travel expense reimbursement policies and more)
• Complaints about nonprofits’ financial conduct (where the public can view scanned IRS form 990)
• Practical starting point for nonprofits wishing to meet transparency expectations
• Using your website to meet transparency expectations
• Whistleblower policies and internal complaint procedures for staff (paid and volunteer)

August 4 — COLLABORATIONS THAT WORK – BUILDING YOUR COLLABORATIVE TEAM FOR BIG WINS!

Trainers: DeDe Flounlacker, Executive Director of Manna; Kimberly Krupa, Director of Achieve Escambia and Chandra Smiley, CEO of Community Health of Northwest Florida

Learning Gains:

Why collaborate?
First considerations (similar organization philosophy, filling service gaps, capacity, goals)
Expectations and challenges
Examples of shared successes
The difference between collaboration and collective impact (wins/losses with each)
The greater good – in both cases
Different revenue/expense/operational considerations for both models
Collaboration & community health (leveraging partnerships to address health disparities)

June 16 — ESSENTIALS OF NONPROFIT FINANCE

Learning Gains:
• The importance of clarity (roles, authority, and responsibilities essential to financial management)
• Basic financial policies (COI, gift acceptance, expense reimbursement, executive compensation review, whistle-blower protection, fiscal policies & more)
• Understanding cash flow, donor intent, cost allocation, reserves, the balance sheet & financial statements
• Financial literacy resources and practice pointers for budgeting, managing restricted funds and financial software

June 3 — VOLUNTEER MANAGEMENT 101

Trainer: Kendrick Doidge, Vice President Business and Public Relations West Florida Healthcare & Kristin Fairchild, Founder and Executive Director at Chain Reaction
Why nonprofit organizations are also known as voluntary organizations (How dependent are you?)
Recruiting, training and placing volunteers
Retaining and rewarding volunteers
Special considerations for working with youth
What nonprofits do well and what improvement is needed

May 18 — DEVELOPING YOUR VALUE PROPOSITION – FORMULATING AND COMMUNICATING ROI

Learning Gains:

Outcome-based evaluation – the value of incorporating an evaluation into your organization’s operation
The theory, terms, process and tools that help staff demonstrate your organization’s impact
Measurement – how to decide what is important to measure?
How to capture the data needed to demonstrate your ROI
Using data for learning, strategic planning and fundraising

May 5— SPECIAL EVENTS – MAKING EVENTS MEMORABLE AND BENEFICIAL

Trainers: Dana Hall, BBBS of Northwest Florida; Laura Hill, PSC Foundation at Donor Relations Manager/Events

Learning Gains:
• Considerations to ensure success (theme, budget, registration, promotion, community fundraising)
• Recruiting, training and managing volunteers
• Converting guests to loyal donors
• Using events to create engagement (ROI) or (ROE)
• Meaningful follow-up – Consistent brand experience
• Boosting donor retention through events