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, 8 AM -12 PM — 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)