Eldorado Hotel & Spa, Santa Fe, NMSeptember 15, 2014 Countdown to Summit Brought to you by 501c Agencies Trust and the Center, this event is designed for senior leaders in nonprofits and features high-level content in three areas: risk management, finance and human resources. The one-day program is ideal for busy executives. Program Schedule Location Member and Sponsor Discount A registration discount is available for registrants whose organizations are Affiliate Members, or customers of Corporate Sustainers. Click here to see the list of organizations whose members or customers are eligible for the discount. 501c Agencies Trust ability beyond Alliance for Nonprofit Excellence Alliant Insurance Services, Inc. American Jewish World Service American Mensa Ltd ANCOR (American Network of Community Options and Resources) Arkansas Nonprofit Alliance Arthur J. Gallagher & Co. And our Group of Companies Association for Energy Affordability, Inc. Austin Community College Center for Community Based & Nonprofit Organizations Baker, Romero & Associates Berkley Public Entity Managers Beyond Z Bridge House Corporation California Association of Nonprofits CapSpecialty Insurance Career Opportunities Development, Inc. Catholic Charities Community Services Catholic Charities of Los Angeles, Inc. Cato & Cato LLP Center for Nonprofit Stewardship Chubb Group of Insurance Companies Communities In Schools Community Action Partnership Council Services Plus, Inc. Edtec Central, LLC Every Citizen Has Opportunities, Inc. (ECHO) First Nonprofit Group Florida Nonprofit Alliance Frisco Family Services Girl Scouts of Greater Atlanta, Inc. Great American Insurance Group GROW Associates, Inc Gulf Coast Community Foundation Gulf Coast Social Services Harleysville Insurance Health Care For All Helping Hand Center Hillel: The Foundation for Jewish Campus Life HMS School for Children with Cerebral Palsy Housing Authority Insurance Group, Inc. Independent Living Services International Planned Parenthood Federation - WHR Ipso Facto Theatricals J. Craig & Page T. Smith Scholarships Foundation, Inc. Kaiser Family Foundation Kentucky Nonprofit Network Land Trust Alliance Lindsay Insurance Group, Inc. Loudoun Human Services Network Maine Association of Nonprofits Maryland Nonprofits Michigan Nonprofit Association Munich Reinsurance America, Inc. N.C. Center for Nonprofits n4a National MS Society Nonprofit Risk Services, Inc. Pennsylvania Association of Nonprofit Organizations Pennsylvania School Boards Association Philadelphia Insurance Companies Providence Academy PSA Insurance & Financial Services Purchase Day Camp Riverport Insurance Company Speech and Language Development Center Sunshine TD&T CPAs and Advisors, P.C. Texas Association of Nonprofit Organizations The Association of Junior Leagues International, Inc. The Flea Theater The Ford Family Foundation The Miller Group The Nature Conservancy The Salk Institute The Salvation Army, National Corporation United Community Ministries United States Breastfeeding Committee, Inc. United States Liability Insurance Group US Olympic Committee YMCA of the USA YWCA USA Who Attends the Nonprofit Executive Summit? Nonprofit executives seeking strategy-level insights from thought leaders in the areas of risk management, finance and human resources Conference Tracks Advanced Finance The finance track at the Nonprofit Executive Summit is designed for experienced CFOs, CEOs, COOs, Finance Committee Chairs, Board Chairs and other senior leaders with finance oversight or management responsibilities. The four-session program offers practical insights and tools for strengthening the financial management and fiscal oversight functions in a nonprofit. Enterprise Risk Management If you've mastered the fundamentals of operational risk management, but see gaps in risk awareness at the strategy-setting level of your nonprofit, you won't want to miss the ERM track at the Nonprofit Executive Summit. Suited for senior leaders as well as Board and Committee Chairs, the ERM track will help you evolve the risk management capabilties in your nonprofit and gain confidence that you understand and are managing enterprise-level and enterprise wide risks. Strategic HR The workshops in this track are designed for experienced nonprofit leaders. Topics that will be featured in the track include Values-Based Management, a unique model for supervising and supporting employees in the nonprofit sector, Best Practices in Hiring/Firing/Training: How Staff Reductions May Cost You More Than You Thought, and the Top HR Risks Facing Nonprofits. Workshop Descriptions Advanced Accounting and Finance for Nonprofit CFOs This session will explore a range of issues on the minds of experienced nonprofit CFOs, from programmatic investments, to accounting for affiliates and recent developments at FASB that may impact financial statement presentations in the years to come. Enterprise Risk Management: The Executive's Role This workshop is designed to help you lead your nonprofit into the deep space of enterprise risk management. Find out what exactly ERM means in the vast galaxy of nonprofits and how an ERM capacity will fortify your mission. We promise that you'll leave this session wanting to learn more and ready to engage others to embark on an adventure in advanced risk management. You'll also learn about your role in shaping the "tone at the top," and how to inspire key personnel as well volunteer leaders to enthusiastically join you in the journey. Great Governance, Financial Health and Your Mission: Perfect Harmony or Perfect Storm? Nonprofit leaders face extraordinary scrutiny when it comes to where money for mission comes from and how it’s spent. This scrutiny necessitates thoughtful financial management and fiscal oversight. Your board members may be donors of substantial time and money and passionate about your mission, but are they equally engaged when it comes to fiscal oversight? Most nonprofit board members acknowledge their fiduciary role, but wrongly believe that fiscal oversight is the job of the finance and audit committee, leaving members "here for the mission" off the hook. The truth couldn't be any further from this assumption. What role do staff play in ensuring good fiscal health to advance the organization’s mission? This session explores the top finance risks facing nonprofit leaders in 2014 and practical examples to explain how and why great governance and informed fiscal oversight are a must if your mission truly matters. Hiring, Supervision and Discipline: A Legal Perspective During this dynamic workshop employment attorney Theodora Lee will share her unique perspective on the array of legal risks that arise in the employment relationship. Attendees will receive practical advice on how best to avoid illegal discrimination, from hiring to termination. Learn about the most common mistakes made by managers and executives, and how to coach your team to skillfully manage employment risks. Hiring/Firing/Training...How Staff Reductions May Cost More Than You Think This session will look inside the employment cycle and focus on areas where an employer can possibly reduce their personnel costs. A review of how the cost of unemployment can be reduced by having an understanding of the ins and outs of how the unemployment process is administered. Make Finance a Language Everyone Understands Leaders in many nonprofits take internal communication for granted. However, "I sent an email with an explanation!" won't save the day when critical information is misunderstood or ignored. Miscommunication between teams in a nonprofit, especially when finance is involved, can erode trust and worse, corrode an otherwise collaborative environment. Attend this workshop to learn why program staff often point the finger of blame for poor communication at the finance team, and find out how to get everyone with budgetary or financial leadership responsibility on the same spreadsheet. Managing and Surviving Organizational Change This workshop is ideal for leaders of organizations facing conflict resulting from any type of internal change. The session focuses on understanding how real change happens for people and for organizations. Takeaways include practical strategies to maximize the likelihood of a successful change process, and how to assess your own personal/organizational style of responding to change. Managing Governance Risk A nonprofit can’t thrive or even survive without a dedicated board. While board members bring varying perspectives to the table, their deliberations add another dimension of risk. This workshop explores governance responsibility, challenges that are common but difficult to address, and practical steps to fortify a nonprofit board to govern well. You’ll learn how to hold board members accountable, ensure that fiscal oversight is understood and embraced, and pragmatic tips for anticipating and managing conflict and dysfunctional behavior. Presented by an experienced nonprofit CEO/nonprofit board member, this program gets to the heart of governance risk and present strategies to ensure a “win” for the mission and strategic goals of your nonprofit. Mission Accomplished: Designing or Updating the Risk Management Function in a Nonprofit A question on the minds of many nonprofit executives today is, “Who should be responsible for enterprise risk management?” While a growing number of large nonprofits employ a professional risk manager, many others ask a CFO, compliance director, HR manager or general counsel to play the role of risk champion. In the Center’s experience, nonprofit organizations are like picky eaters; every nonprofit needs the ability to pick and choose the ingredients for a satisfying repast. We advise leaving pre-packaged “ready to eat” risk management programs at home. Learn the design principles that will enable you to craft an exceptional risk management function that satiates your nonprofit’s appetite for risk taking and mission success. Risk Oversight: Equipping and Engaging Your Board Trying to get your board focused on strategic issues? Risk oversight is an ideal way to focus board discussion and action on the direction the nonprofit is headed. This workshop explores the responsibility of a nonprofit board for risk oversight. Learn what the term "risk oversight" means and how it intersects with the board's legal and fiduciary responsibilities. Join two respected risk management thought leaders for a close-up look at risk oversight in the complex world of nonprofit organizations. Learn how to integrate risk oversight into the work of your board. Values Based Management Supervision is the “second most important job we’re ever given to do and not told how.” It involves assuming responsibility for the lives of others and for the success of the organization. Values Based Management is a concrete approach to professionalizing supervision in the nonprofit sector. It provides a framework which any agency can adopt to ensure that workers will feel supported as well as a set of survival skills to prepare supervisors to function as professionals. Participants will come away with a clear definition of supervision, a model for providing what workers need, a simple way to implement a “system of supervision”, and an answer to the basic question of why workers do not perform successfully. Values Based Management has been presented to thousands of nonprofit managers in hundreds of organizations across the country and continues to receive outstanding support because of its unique tailoring to the needs of nonprofit workers and organizations.