With the growth in the number of nonprofit
organizations, the need to strengthen the skills of
nonprofit practitioners has never been
greater. This course is designed to provide a
thorough foundation to respond to the
complex challenges and opportunities facing
nonprofits. In addition to gaining a foundation,
you will learn how to think strategically and
leverage the limited resources you have for
the future needs of your organization.
Organizational Leadership: Preparation for Leadership
- Discuss the existing and emerging leadership roles
within nonprofits
- Compare and contrast the concepts of leadership and
management
- Explore the role of the executive director/CEO and compare and
contrast with the roles of the board of directors/trustees, board
chair and executive committee
- Compare and contrast leadership in the voluntary sector to
leadership in the public or private arenas
- Explore whether leadership is an innate or learned quality
- Explore one's propensity for assuming leadership assessment,
reflection and action
- Discuss the use of a "mentor" or a "coach" throughout one's
leadership journey
Voluntary Leadership: Board Governance and Best Practices
- Explain the purpose and structure of nonprofit boards and their
relationship(s) to the agency
- Discuss strategies for creating effective boards and for
recruiting members to the board of directors
- Explain techniques for the establishment of board committees
and discuss the recruitment of voluntary leaders to serve on
committees
- Learn about issues related to governing board member
retention and methods for recognition and evaluation
- Discuss the evolution of the board/executive director
relationship
- Explore the role of the executive director relative to the role of
the governing board
- Discover strategies for determining staff support needs for
boards and their committees and the importance of fostering
board/volunteer/staff relationships
Evaluating Legal and Ethical Issues Facing Nonprofits
- Learn about IRS rule changes and how to keep the tax-exempt
status
- Understand why corporate governance must include stronger
ethical standards
- See how ethical lapses bring State Attorney General lawsuits
- Learn how to protect the good name of the nonprofit
- Discover ethical ways to use the nonprofit assets to accomplish
the mission
- Learn about officers' and directors' personal liabilities and
ethical standards
Strategic and Operational Planning for Nonprofits
- Learn the three keys to strategic success
- See how planning can improve morale, impact attitudes, and
strengthen your relationship with your colleagues
- Clarify and communicate your organization's culture, mission,
and goals
- Learn the key elements of effective strategic and
operating plans
- Learn how to integrate your strategic plan, operating plan,
and budget
- Create a clear, understandable series of measures that will
keep your plans on track
Understanding Managerial Accounting
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Learn the basics of accounting
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Understand how to prepare and read financial statements
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Explore controls and security
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Evaluate the key information on balance sheets
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Master the budget process and develop your business acumen
Managing Financial Resources
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Learn FASB and GAAP practices
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Develop realistic financial goals
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Discover ways to monitor and control the budget
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Explore key concepts through illustrative cases
Human Resources for Leaders of Nonprofits
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Develop personnel and compensation policies
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Learn key employment laws that impact your organization
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Discover proven techniques in recruitment and selection
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Learn how to motivate employees and volunteers in non-monetary ways
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Apply managerial skills and explore issues of style
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Review health and safety issues
Advertising, Promotions, and Marketing Communications
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Create a marketing orientation
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Learn to develop a marketing plan and objectives
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Explore PR, advertising, promotions and online communications
Identifying the Key Concepts of Resource Development
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Understand the culture of philanthropy
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Identify your fund-raising needs, establish goals and a fundraising plan
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Learn the basics of the annual campaign
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Brainstorm special events fund-raising ideas
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Explore direct and select mail fund-raising
Raising Money to Achieve Your Goals
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Discover the key to success in capital and endowment campaigns
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Learn the value of major gift initiatives
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Review charitable gift planning
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Evaluate your organizations development function
Instructors
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Dr. Michael Gaylor is a senior executive with over 30 years of experience in the
management of nonprofit organizations. He has served as Executive Director of All Faiths Receiving
Home and helped that organization grow to become one of our nation's most respected social service
organizations. He has also served as Director, Office of Institutional Advancement and as President
of Menaul School, a private, college preparatory school founded in 1881. Currently, Dr. Gaylor
serves as the Senior Director of Leadership for the Greater Albuquerque Chamber of Commerce.
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Ms. Sophie Martin, MBA, is the president of the New Mexico Advertising Federation and
Albuquerque Managing Director of the National Dance Institute of New Mexico. Sophie has placed media
for the Georgia O'Keefe Museum, UNM Anderson School of Management, Los Angeles Opera, Santa Fe Art
Institute, Popejoy Hall, and The College of Santa Fe. She has been named twice to the New Mexico
Business Weekly's "40 Under Forty" list is a founding blogger of DukeCityFix.com, named a Top 10
community blog in the U.S. by PlaceBlogger.com.
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Dr. Leslie Oakes, is an Associate Professor of Accounting at the Anderson School of Management.
She is doing research on the social role of accounting, accounting for nonprofit organizations and the history
of accounting. She has consulted and taught courses on performance evaluation, cost-benefit analysis, and
economic measurement issues and is on the editorial review boards of two journals, Critical Perspectives
on Accounting and The Accounting Forum.
- Ms. Wendy Shannon, SPHR has over 20 years of experience in the management and human resources fields
and is the owner of Human Resources Works, LLC, a consulting company that specializes in all areas of human resources and
management training. She has extensive experience dealing with hospitals, banks, call centers and high-tech companies.
She has facilitated the SHRM Learning System for five years and has served as a consultant to more than 25 clients
specializing in compensation, training, and performance management.
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Ms. Lynn Trojahn has a bachelor's degree in International Relations from
Colgate University and a master's degree in International Management from the American Graduate
School of International Management. Lynn has been in the fundraising field for 21 years in the Bay
Area and now Albuquerque, her hometown.
Lynn was at Bosque School as Director of Advancement in charge of fundraising and public affairs
for almost 6 years before starting as Vice President of Advancement at Accion New Mexico. In her time
at Bosque School, over $12 million was raised. Over the last 8 months at ACCION, $1,250,000 has been
generated for endowment and operating programs to forward the exceptional microlending work of ACCION
throughout 144 communities in New Mexico.
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Dr. Bruce Winchell is a Director for Technology Ventures Corporation, a
501(c)(3) nonprofit corporation. His corporate law practice includes forming many 501(c)(3)
nonprofit companies for small private groups and for large companies. He formed Technology
Ventures Corporation. He has served as corporate secretary for many nonprofit
companies and as their corporate counsel. He has taught many corporate and business law topics
for several law schools and MBA programs.