We are pleased to announce the Fall 2008 Advanced Nonprofit Management Training Series begins September 16, 2008 targeted at nonprofit senior staff and board leaders. The sessions take you beyond the basics. Register Now.

SPECIAL SAVINGS!
Attend all three trainings for $159. Additional attendees $99.

All sessions will be held at the United Way Training Center in Indianapolis, IN at 3901 North Meridian Street.

- 5 Obvious (but rarely implemented) Keys to Communicating with Foundations
September 16, 2008, 9:00am-10:30am
Investment: $59 for 1st attendee from organization, $39 each for additional
Presenter: Kris Parmelee, President of Parmelee Consulting Group

Kris Parmelee, President of Parmelee Consulting Group - Kris founded the company in 2000 and built the successful organization based on drive, determination and knowledge. Parmelee and her team have authored over $15 million in grant requests for a wide range of nonprofits and small businesses. Offering strong expertise in grant strategy and proposal development, Kris has worked with a large number of human service, arts, community development and educational organizations.

Kris earned a Bachelor of Science degree in Public Affairs from Indiana University’s School of Public and Environmental Affairs.  She organizes an annual fund group for the Association of Fundraising Professionals and founded and leads a regional peer group of female consultants. She served as the chair of print and media communications for the 2006 Intel International Science and Engineering Fair, is co-resident leader of the Pedestrian Access and Connectivity Committee in the Binford Redevelopment and Growth neighborhood, is a member of Impact 100 and active on committees for the National Association of Women Business Owners (NAWBO).

Training Description

Is your organization communicating effectively with foundations?  While the communication strategies outlined in this workshop seem obvious, in our experience as consultants to a wide range of area nonprofits, they are rarely implemented.  Learn how to implement them and get other questions about the grant seeking cycle answered.

• Initiating a Conversation/Building a Relationship—Is your program a fit for the foundation’s interest areas?  How can you tell? Who should you call? Where do you start…?
• Asking for Support—Are you communicating what the foundation needs to hear to help them learn gain a deep understanding of your organization?  Are you clearly asking for support and is it for an appropriate program?
• Maintaining the Relationship—How often and what kinds of communications are you having with foundations on an ongoing basis?  Do they only hear from you when you need something?  Are you turning in reports on time (and full of factual information)?
• Nurturing the Relationship—Just like individual donors, relationships with foundations need to be nurtured.  How do you get to the “next level” with a foundation? How do you know when it is time to end the relationship?
• Recognizing Foundations—Are you appropriately recognizing foundation’s that are supporting your organization and its programs/services? 
  

- Not-for-Profit Organization Accounting, New Form 990, and Auditing Issues 2008 Update
October 21, 2008, 9:00am-noon
Investment: $99 for 1st attendee from organization, $49 each for additional
Presenters: James A. Simpson, CPA, President of Financial Technologies and Management and Bryan Orander, President of Charitable Advisors

James A. Simpson, CPA is president of Financial Technologies and Management, Inc.

Bryan Orander, President of Charitable Advisors, author of www.AllAboutBoards.com board training materials, and publisher of the Not-for-Profit News in Indianapolis and Cincinnati. Following a 12 year career in the corporate world and six years in a large nonprofit, Bryan has been a full-time consultant and trainer with nonprofits for the past 11 years.

Training Description

• IRS major changes including required board governance and
compliance changes
• Auditing developments and what new auditing standards require
• Understanding accounting and regulatory developments related to
financial reporting
• Identify significant risks that may result in misstatement of
financial statements.
• How accounting software and related financial reporting can help
meet increased board governance and regulatory requirements?

Response to the IRS ’s recently revised Form 990 - to be implemented with filings beginning January 1, 2009 - has drawn praise from people who suspect widespread abuse in the nonprofit sector and moans from thousands of smaller organizations who have traditionally just handed their Form 990 to a CPA or accountant, sometimes as a volunteer, to quickly prepare and submit it.

THE WORLD HAS CHANGED and we have an opportunity and obligation to improve our work. Whether your organization has sophisticated accounting staff and systems or you are struggling to keep up through QuickBooks and prayer, the new Form 990 reaches well beyond the financial numbers to request/require submission of significant information about the board of directors and how it fulfills its leadership and oversight roles with your organization.

BRING AT LEAST TWO people so you can get the most out of our sessions. We will begin with the full group to discuss the big picture of what has changed with Form 990 and a brief update on Accounting and Auditing Issues. Then the group will break into two tracks – Governance/Board and Finance/Accounting. The Governance/Board group will discuss the areas of the Form 990 focused on board roles and non-financial issues, including sample forms and how to create some “learning discussions” with your board. The Finance/Accounting group will focus on how the new Form 990 will need to be completed and what you can do now to make it easier.  

- Constant Communication = Involved Donors, Press and Volunteers Using Innovative Ideas and Tools to Communicate
November 18, 2008, 9:00am-10:30am
Investment: $59 for 1st attendee from organization, $39 each for additional
Presenter: Susan L. Ellis, President/CEO, WorkPoint Advisors, Inc.

Susan Ellis founded WorkPoint Advisors in 2007 after 6 years of operating a successful nonprofit consulting company, the NonProfit Team, Inc. 

With over 25 years of guiding 501-c-3 and c-6 organizations as well as working as a consultant for local, state and national organizations, Susan has had an opportunity to implement successful solutions for many nonprofit challenges.  Keeping volunteers involved and supportive and the community aware of your organization are two of those challenges.

Susan utilizes innovative communication strategies and today’s technology to create organizational bonds with volunteers, the press and other nonprofit audiences.  She has created several successful state and national projects that increased organizational awareness, improved volunteer relations and resulted in increased financial support.

Susan has a Bachelor of Science in Education from Ball State University and additional course work on marketing, nonprofit management, fundraising and nonprofit technology solutions.  She served as President of the YWCA of Indianapolis and on the board of several other nonprofit organizations.

Register Now.