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2009 Speakers
2009 Grant Makers
2009 Grant Seekers
Questions? Contact:

Amy Shellenberger, Coordinator

Western CO RPD
P.O. Box 7057
Gunnison, CO 81230

970.497.2826

Coordinator at
WesternRPD.org
Capacity Building Sessions

First Session, 12:00 noon to 1:30pm

Session 1A: Building Your Donor Base through E-Philanthropy Strategies

This session will focus on strategies to build your donor base through e-philanthropy and will include an overview of how to develop an online giving program, the importance of having a strong online presence, and a discussion about donor engagement strategies. Profiles of organizations successfully utilizing e-philanthropy strategies will be included.

Presenter: Marc and Alowetta Terrien, Thin Air Media Solutions

Session 1B: Fundraising for Long-Term Sustainability: Planned Giving and Endowments

Through this session, you will learn about two essential fundraising strategies for organization sustainability and fundraising diversification: planned giving and building an endowment. The session will cover the basic elements of each of these strategies, some tips on determining if your organization is ready to develop and commit to a developing an endowment or planned giving program, and the basics of getting started with these strategies within your organization.

Presenters:
Jack Alexander, Helen K. and Arthur E. Johnson Foundation, and Dan Harris, Wells Fargo

Session 1C: Applying Small Business Practices to your Nonprofit for Enhanced Sustainability

Have you been challenged with getting passionate and enthusiastic employees to deliver results? Do you want an easy to follow format for planning 2009 and 2010 cash flow? Join Marilyn Laverty, Director of the Small Business Development Center for a powerful and concise workshop.   Marilyn is a business woman with a passion to support not for profits to optimize their organizational and staff capacity. This hands-on course includes case studies and the step by step method to estimate and track your cash flow.   You will also take away valuable tips you can use right away to set expectations with employees along with specific coaching tools to insure employee’s measure their own effectiveness and results.

Presenter: Marilyn Laverty, Director of the Small Business Development Center for Region 10


Session 1D: Maintaining Morale, Making Cuts, and Other HR Issues for Times of Crisis

Tough times can mean human resources decisions. This session will discuss strategies for making those tough decisions easier, including how to make staff-related cuts and layoffs, and an overview of risk management issues to consider. The presenter will also discuss strategies for maintaining staff morale during difficult times, especially after layoffs or other staff cuts.

Presenter: Kim Gailey, Western State College

Session 1E: Advancing Leadership through Assessment: Executive Director and Board Self-Assessment Strategies

Strong, effective board and staff leadership is critical to nonprofit success, but even more so during difficult times. However, many nonprofits rarely set performance goals and evaluate achievement of those goals for staff leadership and the board of directors, this creating a barrier to increased effectiveness. This session will help provide organizational leaders with the tools and strategies they need to effectively assess staff leadership’s performance and effectiveness. Additionally, the session will include a discussion of how nonprofit boards can increase their effectiveness through self-assessment for the board as a whole and as individual board members.

Presenters:
Don Wills, Gunnison Area Restorative Practices, and Sarah Fischler, Community Resource Center

Session 1F: ConnectNetworking: Networking for Success in a Changing World

This session will teach you how to use ConnectWorking, an approach to networking that is more than just swapping business cards. Instead, it is thoughtfully building mutually beneficial relationships and creating an invisible web of entrusted seamless connections. In this interactive session we will explore some tools for improving your social network, including how you can create effective personal and professional networks that are broad enough, diverse enough, yet focused enough to meet your objectives; developing a strategy for networking; tapping the hidden potential of your social networks; and effectively using the internet to grow your network. Everything we do is a result of interdependencies. Intentional social networking can improve your likelihood of success.

Presenter:
Elaine Brett, Black Canyon Land Trust and Western Colorado Food and Agriculture Council


Second Session, 1:45pm to 3:15pm


Session 2A: Fundraising in Challenging Times

Even in the challenging times, there are both opportunities and attitudes that ensure fundraising success. We’ll discuss the tools and strategies that ensure both short- and long-term financial support for your programs and organization. Topics for discussion will include “what funders fund,” donor cultivation, the strategic planning document as a fundraising tool, and who gives when the going gets tough.

Presenter: Illene Roggensack, Third Sector Innovations

Session 2B: Planning and Preparation for Capital Campaigns

This workshop is designed to help small and large nonprofits contemplating a capital project and/or campaign learn to plan earlier and better, thus avoiding many costly and all too common mistakes. The facilitator will review key steps in planning and conducting a capital project, and will cover critical questions every nonprofit should ask before moving forward.

Presenter:
Lisa Flores, Gates Family Foundation

Session 2C: Weathering the Storm: Effective Financial Management

Organizations with strong financial management practices will be better positioned to withstand tough times and make effective strategic, operational, and programmatic decisions. This session will provide information on the basic tools of nonprofit financial management, including a discussion about the financial statements that all nonprofits should have and use, key financial management practices for nonprofit organizations, and information to help your organization identify how well the board and staff are managing its finances.

Presenter:
Sharon Knight, Colorado Nonprofit Association

Session 2D: Keep Yourself Out of Jail: Legal Requirements and Ethical Issues for Nonprofits

Legal and ethical compliance is an essential best practice for nonprofit organizations, especially during difficult times when competition for funding and donor scrutiny increases. To help your organization ensure that it is effective in these areas, this session will cover topics including transparency, conflicts of interest, fiduciary responsibility for directors and officers, duties of nonprofit board members, legal and ethical issues around financial management, and risk management. Additionally, this session will include practical tips on implementing these ideas through policies and integrating this thinking into your organizational culture.

Presenter:
April Montgomery, Telluride Foundation, and Luke Danielson, attorney in private practice

Session 2E: Maintaining Your Passion during Stressful Times

When faced with shrinking donor sources and donors that are holding on to their scarce resources how do you maintain your passion to build a better community, or save you part of it? Especially when the stress is building, board members are calling and so is the bank! Come hear how to unleash the power of the passion that started the mission in the first place, and tapping the resource of those who share your passion! The session is meant to be both inspiration and practical sharing of ideas and tapping the unlimited resource of your collective genius.

Presenter:
Mark Ewing, Community Foundation of the Gunnison Valley

Session 2F: Social Media for Nonprofit Organizations

Social media can help your organization engage more constituents, raise more money, or bring your mission to new audiences. Don’t know where to start? Come to this session to learn about the basics about major social media tools available to nonprofit organizations, how to decide if your organization should use them, how to get started, and how to measure return on investment related to social media. The session will also include visits to social media sites (Facebook, Twitter, and others), plus a look at how some organizations have successfully used social media tools.

Presenter:
Sarah Fischler and Lauren Price, Community Resource Center


Third Session, 3:30pm to 5:00pm

Session 3A: The Nonprofit Survival Guide

Building upon the vibrancy and value of the nonprofit sector, the session will analyze the current economic situation and explore avenues for nonprofits to not only survive, but thrive by engaging staff, board and volunteers to help advance missions. By offering practical examples and ideas, this session will cover outreach, communications, strategic collaboration and approaches to invigorate boards to become active ambassadors.

Presenter:
Jeff Pryor, Anschutz Family Foundation

Session 3B: Advanced Strategies for Capital Project Success (Roundtable Discussions with Capital Funders)

If your organization is engaged in a capital campaign or capital project, or ready to launch, this session is for you! This session will include the opportunity to interact with capital funders from foundations, local government, and a federal agency to discuss your challenges, strategies, questions, and ideas. Topics will be generated by participants.

Confirmed participants include: Katie Kramer, Boettcher Foundation; Tony Hernandez, State of Colorado Department of Local Affairs; Pattie Snidow, United States Department of Agriculture, Western Slope and Northwest Regions; and
Lisa Flores, Gates Family Foundation. Other participants are being recruited.

Session 3C: Advanced Financial Management Strategies for Uncertain Times

This session is for participants who are looking to take their organizations to a more advanced and sophisticated level of financial management. The session is targeted to individuals with moderate level of understanding of nonprofit financial management, and will be appropriate for executive directors, nonprofit finance staff, and board leadership.

Presenter:
Susan Steele, Temple Hoyne Buell Foundation

Session 3D: Evaluation: Measuring and Reporting Your Success

Evaluating programs and organizational activities is an essential component in communicating success and effectiveness to funders, donors, partners, and other stakeholders. These facilitators will discuss why evaluation is an essential nonprofit best practice, identify some basic evaluation strategies, and discuss tips on how to get started on both programmatic and organizational evaluation activities. Additionally, session participants will benefit from the perspectives of a nonprofit grantmaker and nonprofit technical assistance provider.

Presenter:
Rebecca Larson, OMNI Institute, and Alexis Weightman, The Colorado Health Foundation

Session 3E: Myers-Briggs: Helping Develop Your Leadership Style by Understanding Your Personality Traits (Additional $25 fee, pre-registration required)

In this session, executive directors, staff members, or board members will have a unique opportunity to learn more about themselves and their leadership style. Cathy Robbins, Vice President of El Pomar Foundation will provide insights about the Myers-Briggs Type Indicator® (MBTI®) during this interactive session. The MBTI assessment is the most well known and scientifically backed personality tool available today. From developing more productive work teams to building closer families, the MBTI is a valuable methodology for anyone and any organization. After more than 50 years, the MBTI instrument continues to be the most trusted and widely used assessment in the world for understanding individual differences and uncovering new ways to work and interact with others. More than two million assessments are administered to individuals annually—including employees of many Fortune 500 companies. Note: Participants will complete the MBTI before the session and then must be present in the session to receive their results.

Presenter: Dr.
Pam Shipp, Center for Creative Leadership

Session 3F: Community Engagement Strategies: Inclusiveness and Outreach

During difficult times, it is even more essential for organizations to ensure that they are providing the right services in the right ways to meet their constituent’s needs. This session will help participants identify the strategies necessary to engage the communities they serve and integrate inclusive practices in their organization’s activities. Topics for discussion will include definitions and examples of community engagement activities and inclusiveness, the importance of these strategies in developing effective organizations. Additionally, participants will be able to identify ways for their organization to better engage its constituents and become more inclusive.

Presenter:
Benito Cardenas, One Telluride, and Sarah Fischler, Community Resource Center