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Nonprofit Executive Summit

Eldorado Hotel & Spa, Santa Fe, NM
September 15, 2014

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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.

 

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  • 501c Agencies Trust
  • Alliance for Nonprofit Excellence
  • Alliant Insurance Services, Inc.
  • 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
  • Berkley Public Entity Managers
  • Beyond Z
  • Bridge House Corporation
  • Cain Consulting Group Inc.
  • California Association of Nonprofits
  • CapSpecialty
  • Career Opportunities Development, Inc.
  • Catholic Charities Community Services
  • Catholic Charities of Los Angeles, Inc.
  • 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
  • Hays Affinity
  • 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
  • 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
  • Pennsylvania Association of Nonprofit Organizations
  • Pennsylvania School Boards Association
  • Philadelphia Insurance Companies
  • PowderHorn Consulting
  • Providence Academy
  • Purchase Day Camp
  • Riverport Insurance Company
  • Speech and Language Development Center
  • State Bank Financial
  • 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.

Financial Sustainability: Tough Choices, Necessary Decisions

The topics of mission and financial sustainability are forefront in the minds of nonprofit sector leaders. What is a sustainable nonprofit? According to the Nonprofits Assistance Fund, a sustainable organization is one that "delivers on its mission promises today while also developing and maintaining capacity to thrive in the future." True sustainability requires making tough choices about everything from mission breadth to revenue sources, service priorities, internal staffing capacity, risk appetite, risk tolerance and more. This session explores options for achieving sustainability, based on whether an organization aspires to change dramatically, wants to adapt and evolve to new circumstances, or resolves to narrow its focus to a few key strengths. 

Fiscal Oversight: Inspire the Entire Board to Love Finance

Most nonprofit board members acknowledge responsibility for fiscal oversight, but wrongly believe this responsibility is transferred to the finance and audit committee, leaving members "here for the mission" off the hook. The truth couldn't be any further from this assumption. This session begins by explaining why the entire board must be engaged in fiscal oversight, and continues with practical and proven ways to engage even the most reluctant governing team. You'll learn ways to present good and bad news without causing eyes to close or glaze over. And most importantly, you'll learn how to help any board discharge its critical responsibility for fiscal oversight.

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 a respected risk management thought leader for a close-up look at several risk oversight frameworks, and explore how to integrate a risk oversight capability 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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