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Nonprofit Executive Summit

Eldorado Hotel & Spa, Santa Fe, NM
September 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.

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.

Become a member now. Nonprofit Affiliate Membership is just $75 a month; for-profit Affiliate Membership is $125 a month.

  • 501c Agencies Trust
  • Ability Beyond
  • Accreditation Council for Graduate Medical Education (ACGME)
  • Adler's Insurance Agency
  • Adoption & Beyond, Inc
  • Affiliate Demo
  • Ahmann & Martin
  • Alaska USA Insurance Brokers
  • Alim Corporation
  • Alliance Marketing & Ins Svcs
  • Alliant Insurance Services, Inc.
  • American Jewish World Service
  • American Mensa Ltd
  • ANCOR (American Network of Community Options and Resources)
  • Arizona Science Center
  • Arkansas Nonprofit Alliance
  • Armgroup of Oregon, Inc
  • Arroyo Insurance Services
  • Arthur J. Gallagher & Co. And our Group of Companies
  • Associated Ins. Brokers Inc
  • Association for Energy Affordability, Inc.
  • Assured Partners of Colorado, LLC
  • Austin Community College Center for Community Based & Nonprofit Organizations
  • Baker Romero & Associates
  • Barney & Barney
  • BB&T Insurance Services, Inc.
  • Bell-Anderson Insurance, Inc.
  • Berkley Public Entity Managers
  • Bethany Christian Services
  • Boardman-Hamilton Company
  • Bollinger Inc
  • Bolton & Company
  • Borden-Perlman Insurance Agency, Inc
  • Brown & Brown Ins Svc of CA
  • Brown & Brown Insurance of Georgia, Inc.
  • Brown & Brown of New York, Inc.
  • Brownrigg Companies LTD
  • Calender-Robinson Company Inc
  • CapSpecialty
  • Care Net
  • Care Providers Insurance Services
  • Career Opportunities Development, Inc.
  • Catholic Charities Community Services
  • Catholic Memorial School
  • Chapman Insurance
  • Charity First Insurance Services, Inc.
  • Charles L. Crane Agency
  • Charles W Merriam & Son Inc
  • Cherry Creek Insurance Agency, Inc
  • Children's Institute, Inc.
  • Chubb Group of Insurance Companies
  • Cobb B LLC
  • Communities In Schools
  • Community Action Partnership
  • Compass Rose Services Inc
  • Conover Insurance Services, LLC
  • Council on Accreditation
  • Council Services Plus, Inc.
  • Cragin & Pike Insurance
  • Crutchfield & Graves Ins.
  • De Palma Insurance Agency, Inc.
  • DeForest Group Inc
  • DeMolay
  • Dempsey and Siders
  • Der Manouel Insurance Group
  • Domenick & Associates
  • Early, Cassidy & Schilling Inc
  • Eastern Insurance Group LLC
  • Eaton-Provident Group, LLC
  • Eichlitz, Dennis, Wray & West
  • Elkhart County Community Foundation
  • Emery & Webb, Inc.
  • Family Matters
  • Farallone Pacific Ins. Svcs
  • Field Eddy, Inc.
  • First Nonprofit Group
  • Florida Nonprofit Alliance
  • Foundation for Jewish Philanthropies
  • Frisco Family Services
  • Gallagher SKS
  • Geisen Insurance Brokers, Inc.
  • Gencorp Insurance Group, Inc.
  • George Petersen Insurance Agency Inc
  • GIA Group, LLC
  • Girl Scouts of Greater Atlanta, Inc.
  • Girl Scouts of Greater Los Angeles
  • Girls on the Run
  • Goodwill Industries International
  • Great American Insurance Group
  • Guided Discoveries, Inc
  • Gulf Coast Community Foundation
  • Gulf Coast Social Services
  • H.U Dove and Company Inc
  • HAI Group
  • Hamby and Aloisio Inc.
  • Hanover Insurance Group
  • Heffernan Insurance Brokers
  • Hillel: The Foundation for Jewish Campus Life
  • HMS School for Children with Cerebral Palsy
  • Hobart Institute of Welding Technology
  • Hub International Ins. Svcs
  • Hub International Ins. Svcs.
  • Hylant Group, Inc.
  • Illinois Select Risk LLC
  • Independent Living Services
  • Institute of Food Technologists
  • Insurance One Agency, LC.
  • ISU Insurance Services of San Francisco
  • J.D. Fulwiler & Co. Insurance, Inc.
  • James C Jenkins Insurance Service Inc
  • JASON Learning
  • Jewish Family and Children Services, Inc.
  • John L. Kirby & Associates, Inc.
  • Keenan & Suggs Insurance, Inc.
  • Kibble & Prentice Holding Co.
  • KR Insurance Solutions
  • Land Trust Alliance
  • Lebaum Company, Inc.
  • Lighthouse Insurance Group, Inc.
  • Lindsay Insurance Group, Inc.
  • Lobo Development Corporation
  • Loudoun Wildlife Conservancy
  • LPGA Foundation, Inc.
  • Lutheran Social Services
  • Maine Association of Nonprofits
  • Maine Commission for Community Service
  • Marsh & McLennan Agency LLC
  • Marshall & Sterling Inc
  • Maryland Nonprofits
  • Maury Donnelly & Parr Inc
  • Mennonite Mutual Insurance Company
  • Mesirow Insurance Services, Inc
  • Michigan Nonprofit Association
  • Ministry Pacific Financial
  • Momentous Institute
  • Morris & Garritano Ins Svcs
  • Munich Reinsurance America, Inc.
  • N.C. Center for Nonprofits
  • National Association of Free & Charitable Clinics
  • National FFA Organization
  • National Indigenous Women
  • National MS Society
  • National Wildlife Refuge Association
  • Nationwide
  • NEK Insurance, Inc.
  • New Castle Insurance Limited
  • Non Profit Risk Services, Inc
  • Nonprofit Leadership Alliance
  • Palmer & Cay
  • PAR
  • Parenting Resource Center Inc.
  • Parker, Smith & Feek, Inc
  • Peliton Insurance
  • Pennsylvania Association of Nonprofit Organizations
  • Pennsylvania School Boards Association
  • People's United Insurance Agency Inc
  • Philadelphia Insurance Companies
  • Plan International USA
  • Professional Insurance Associates Inc
  • Providence Academy
  • PSA Insurance & Financial Services
  • Public Health Management Corporation
  • Rancho Mesa Insurance Services, Inc
  • Redish Insurance Group, Inc.
  • Renaissance Alliance Ins Svc
  • Riggs, Counselman, Michaels & Downes
  • Riverport Insurance Company
  • Robbins & Assoc Ins Agncy Inc
  • Robbins Insurance Agency Inc
  • Robert G. McGraw Insurance Agency, Inc.
  • RSC Insurance Brokerage, Inc
  • Russell Insurance Group, Inc.
  • SecureRisk
  • Shoff Darby Companies, Inc.
  • Smith Scholarship Foundation
  • Society for the Promotion of Japanese Animation
  • Southwest Key Programs
  • Special Olympics Florida
  • Speech and Language Development Center
  • Starkweather and Shepley Insu
  • Summers, Thompson, Lowry Inc
  • TD&T CPAs and Advisors, P.C.
  • TechImpact
  • Ten Eyck Group
  • Texas Association of Nonprofit Organizations
  • The Arc of the United States
  • The Association of Junior Leagues International, Inc.
  • The CIMA Companies, Inc.
  • The Flea Theater
  • The Ford Family Foundation
  • The Glienke Agency, LLC
  • The Hays Group, Inc
  • The Insurance Board
  • The Maryland-National Capital Park and Planning Commission
  • The Nature Conservancy
  • The New York Public Library
  • The Rapides Foundation
  • The Salk Institute
  • The Salvation Army, National Corporation
  • Thrive Alabama
  • Tracy Driscoll Company Inc
  • Transitional Services, Inc.
  • TrueNorth Companies, L.C.
  • United Community Ministries
  • United States Breastfeeding Committee, Inc.
  • United Valley Insurance Services
  • United Valley Insurance Services, Inc.
  • US Olympic Committee
  • USI Insurance Services, LLC - 570623 -
  • UUSC
  • Virginia Beach Community Development Corporation
  • Virginia Main Street
  • Wagner Agency Incorporated
  • Waltz Sheridan Crawford Incorporated
  • Wells Fargo Ins Svcs USA Inc
  • Wells Fargo Insurance Services USA, Inc.
  • Whitfield's United Insurance
  • Willhite & Associates, LLC
  • YMCA of the 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.

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