This workshop covers the basics of nonprofit management including governance, finance, fundraising, marketing and outreach, legal, and best practices. Aimed at directors, board members, and volunteer leaders who want to build a solid foundation or address gaps, this day and a half-long session is a wonderful opportunity for staff and board to attend together.
Topics will be addressed through a combination of facilitator led instruction, interactive discussion, outside experts, and panel discussion. Topic experts in governance, insurance, fundraising, marketing and outreach, financial/legal management will share valuable knowledge. Presenters include Susan Nicholl, Jenni Haley, and Kim Baker of Toole Insurance.
Attendees will leave with a 100+ page handbook containing templates, sample descriptions, articles, and other resources to guide them in the coming months. Attending organizations will also have a free hour of phone consultation with the Boot Camp presenter to help their organization past any hurdles.
Enjoy the Red Lion Inn’s “Make your own Salad” offering with Caesar Salad or Mesclun Greens with Grilled Chicken, Salmon & Vegetable Platters , Assorted Dressings & Condiments, Fresh Fruit Salad and Chef’s Daily Dessert. Coffee served throughout the day.
DAY ONE/Tuesday, July 16th
8:45-9 Berkshire Nonprofit Landscape/Liana Toscanini
9-10 Finance/Liana Toscanini
10:15 -Noon How to write a Case Statement/Jenni Haley
LUNCH Noon -12:30
12:30-3pm (w/break) Governance/Susan Nicholl
3-4pm Fundraising/Liana Toscanini
DAY TWO (morning only) /Wednesday, July 17th
8:30-9:30 Insurance/Kim Baker, Toole Insurance
9:30-10:30 Legal/Cohen Kinne Valicenti & Cook
10:30 – 11 ½ hr Small Group Breakout
11-12 Marketing and Outreach/Liana Toscanini
Susan has served as a management consultant for the Institute for Nonprofit Development in Central Massachusetts, where she provided technical assistance to small and medium nonprofits in the areas of governance, planning, revenue development, and general management. She was instrumental in launching and establishing the Massachusetts Nonprofit Network (MNN) as its first and sole staff member. She has served as the past chair of the MetroWest Nonprofit Network and as a former editor of massnonprofit.org She has worked professionally with boards of directors at more than three dozen organizations, providing consultation focused on re-energizing and growing small organizations, as principal of The Governance Group. Like the nonprofit managers with whom she works, by day, Susan is a practitioner. For the past years, Susan has been executive director of the MetroWest Visitors Bureau,(MWVB), a regional economic development nonprofit organization dedicated to stimulating the region’s economy by raising visibility for the area’s cultural, historic, culinary, hospitality, retail, and recreation offerings.