2014 Sessions


Oct. 28 & 29, 2014 Jessica Cook - Writing Successful Grant Proposals

Presentation

PDF Writing Grant Proposals - Day 1

PDF Writing Grant Proposals - Day 2

Phone Script for Initial Outreach to Prospect

 

Oct. 21 & 22, 2014 Jan McGowan - Working with Volunteers

Presentation  

PDF Creating a Vision Statement

PDF Key & Episodic Volunteers

PDF Risk Mgmt Safety

PDF Solutions to Volunteer Challenges

PDF Volunteer Recognition

PDF Volunteer Rights

PDF Waiver Form

Sept. 18 & 19, 2014 Kay Sohl, Nikki Geiszler & Susan Thompson - Newer Banking Tools & Technology

Presentation  

June 10 & 11 Kay Sohl - Federal Funds Changes

Presentation

May 20 & 21 Susan Newton - Navigating Change in Times of Uncertainty, Part II

Presentation

April 15 & 16 Susan Newton - Impacting Board and Staff Relationships

PDF Presentation

March 15  Susan Howlett - Boards on  Fire Part 2

Barbara Grant's Change Diagrams

 Board Self-Assessments

 Brene Brown's TED Talk on vulnerability

 Dan Pallotta's TED talk on nonprofit overhead

 

 


2013 Session Materials


October 15 & 16 - Jan McGowan, The Importance of Donor Data

Presentation

Database Needs Worksheet

Chart of Recommendations

 

September 17 & 18 - Bruce Toews, Financial Statements

PDF Presentation

June 11 & 12 - Susan Newton, How To Make Change!

PDF Presentation

May 14 & 15th - Kay Sohl, Dashboards for Nonprofit Boards

PDF Presentation

 

April 23 & 24 - Jan McGowan. Becoming a More Effective & Efficient Board

Presentation

Effective Boards Meeting Agenda

Effective Boards Outline

Dashboard Sample

 

March 1 - Washington Nonprofits Governance Symposium

Opening Slide Presentation

Governance as Innovation & Teamwork

PDF Generative Curve

 

2012 Session Materials

November 27 & 28th - Michael Mettler of Achieva Marketing Group and Jock Edwards, A Peer-to-Peer, Q & A Conversation on Social Media

PDF Guide to Social Media Optimization

October 16 & 17- Michael Mettler of Achieva Marketing Group and Susan Newton of Development Strategies Plus

PDF Presentation

Sept 18 & 19 - Kay Sohl of Kay Sohl Consulting, Power Up Your Budget Process

PDF Presentation

June 12 & 13 - Bruce Toews, Associate Professor of Finance at Walla Walla University, Internal Controls: What are they? Why are they important?

PDF Presentation

PDF Sample Whisleblower Policy

PDF Sample Document Retention Policy

 

May 15 & 16 - Jan McGowan of Nonprofit Consulting, Planning For Mission Focused Fundraising.

PDF Presentation

PDF Fundraising Types and Sources

PDF Vision to Action Descriptions

 

April 17 & 18 - Lawson Knight of  Blue Mountain Community Foundation, The Board and Development.

PDF Presentation Materials

 

March 23rd Sherwood Trust workshop at Whitman Collge featuring Susan Misra, Senior Consultant with TCC Group.

 PDF Presentation

PDF Introductory Information

2011 Session Materials

November 15 & 16~Evaluations: Board Members & Executive Directors-A Key to Building Effective Organizations

Susan Newton of Development Strategies Plus

PDF Presentation

PDF Evaluating Your ED

ED review sample

Annual Evaluation of the Executive Director

Sample Ed Letter to BOD of Accomplishments

Sample Director Evaluation Form

Board Survey

PDF Board Self Assessment-Short

PDF Sample Board Self Assessment

PDF Board Self Assessment Results Sample

October 18 & 19~Tne Not-For-Profit Dilemma: Addressing tough issues while maintaining relationships

Carol Bowser of Conflict Management

PDF Presentation (PPT)

PDF Session Materials (pdf)

September 20 & 21~Collaboration

Kay Sohl of Kay Sohl Consulting

June 14 & 15~Understanding Nonprofit Financial Statements.
Presented by Bruce Toews, CPA/MBA, Associate Professor of Accounting/Finance at Walla Walla University School of Business.

March 25, 2011~Whitman College Annual Workshop

April 5 & 6~Fundraising: An Introduction to Best Practices.
Sonya Campion, CFRE, presenter.

May 3 & 4, 2011~Governance: Fine Tuning the Board of Directors.
Jan McGowan of Nonprofit Consulting.

  • 2010 Session Materials

Below are materials from the 2010 sessions.  You can also find a copy of the Survey we sent out in March 2010 with the compiled results.  We thank everyone that participated in the survey.

  • Learning Center Survey Results (pdf)
    A summary of the results of 53 surveys received from Executive Directors/CEOs, Board members, staff and volunteers. Along with feedback from the monthly sessions, this information will be used to drive future content and topics.