2017 Presentations

  • February 15, 2017
    Ready for Action: What is involved in serving on a nonprofit board?
    Jeremy Sampson of Washington Nonprofit
Previous Years’ Presentations with Handouts, when available
Click below to sort by topic
Accounting and Finances

Streamline Management & Prevent Fraud through Newer Banking Tools and Technology
Kay Sohl of Kay Sohl Consulting, Nikki Geiszler and Susan Thompson of Banner
September 18-19, 2014

How to Read Financial Statements
Bruce Toews, CPA/MBA, Assoc. Prof. of Accounting/Finance at Walla Walla University
September 17-18, 2013

Power Up Your Budget Process: Build a Financial Plan to Achieve Your Strategic Goals
Kay Sohl of Kay Sohl Consulting
September 18-19, 2012

Internal Controls: What are They? Why are they Important?
Bruce Toews, CPA/MBA, Assoc. Prof. of Accounting/Finance at Walla Walla University
Sample Whistleblower Policy | Sample Document Retention Policy
June 12-13, 2012

The Importance of Financial Action Plans
Jan McGowan of Jan McGowan Nonprofit Consulting
May 15-16, 2012

How to Read a Financial Statement
Bruce Toews, CPA/MBA, Assoc. Prof. of Accounting/Finance at Walla Walla University
June 14- 15, 2011

Advancing Your Mission Through Earned Income Strategies
Larry Clark, President and CEO of Comprehensive Health Foundation
April 8, 2011

Board and Governance

Be the Champion of Your Cause: Advocacy for Nonprofits
Alison McCaffree of Washington Nonprofits
Handout | Lobbying & Expenditures Test Pages | Who Represents Me
September 27-28, 2016

Creating & Maintaining an Effective Board
Kay Sohl of Kay Sohl Consulting
Handout
November 17-18, 2015

Leadership, Teamwork & Trust: Building an Extraordinary Board-Staff Partnership
Sara Lawson with Shorthand Consulting
Matrix | Brainstorming Form | Courageous Conversation Worksheet | Meeting Evaluation Form | Meeting Tips & Questions | Reflection Questions | Collective Wisdom
March 27, 2015

Navigating Change in Times of Uncertainty, Part II
Susan Newton of Development Strategies Plus
May 20-21, 2014

Impacting Board and Staff Relationships
Susan Newton of Development Strategies Plus
April 15-16, 2014

Boards on Fire Part II
Susan Howlett
Board Self-Assessments | Brene Brown’s TED Talk on Vulnerability | Dan Pallotta’s TED Talk on nonprofit overhead
March 15, 2014

Dashboards for Nonprofit Boards
Kay Sohl of Kay Sohl Consulting
May 14-15, 2013

Becoming A More Effective and Efficient Board
Jan McGowan of Jan McGowan Nonprofit Consulting
Effective Boards Meeting Agenda | Dashboard Sample
April 23-24, 2013

Governance as Innovation and Teamwork Symposium
Washington Nonprofits
Governance as Innovation & Teamwork | Generative Curve
March 1, 2013

Building Core Capacities and Strengthening Board Leadership
Susan Misra with TCC Group
Introductory Information
March 23, 2012

A Key to Building Effective Organizations
Susan Newton of Development Strategies Plus
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 | Board of Self Assessment-Short | Sample Board Self Assessment
November 15-16, 2011

Governance: Fine Tuning the Board of Directors
Jan McGowan of Nonprofit Consulting
Responsibilities Flow Chart | Board Profile Grid | Ten Commandments of Meetings
May 3-4, 2011

Planning for Leadership Succession
Whitman College Annual Workshop
March 25, 2011

A Systems Approach to Governance
Susan Newton
May 11 and 19, 2010

What does a Board of Directors do?
Sherwood Trust
April 20-21, 2010

Communication

Digital Engagement: Developing Your Multi-Channel Strategy
Ash Shepherd of the Nonprofit Technology Network (NTEN)
November 2-3, 2017

Telling Your Story with Data
Lawson Knight of Intermountain Impact Investments
Delores Project Logic Model | Identify-Select-Use-Performance Measures | Logic Model Fill-In Form | Manage Your Energy Not Your Time Assessment | School Mobility Example + Templates
February 16-17, 2016

A Peer-to-Peer, Q & A Conversation on Social Media
Michael Mettler of Achieva Marketing Group and Jock Edwards
November 27-28, 2012

Social Media: What Is It and How Should You Use It?
Michael Mettler of Achieva Marketing Group and Susan Newton of Development Strategies Plus
October 16-17, 2012

Fundraising

Online Philanthropy: How to Bring Your Nonprofit into Fundraising’s Future
Kari Anderson of Incite! Consulting Group
May 2-3, 2016

Mobilize Your Board to Raise More Money
Andy Robinson
Board/Volunteer Fundraising Agreement | Cycle of Fundraising | Financial Management 101 | Your Income Diversification | Income Source for Nonprofits | Menu of Fundraising Opportunities | Philanthropy in America | Why Do You Care: Spreading the word about your organization | Sample Board Job Description | NPQ’s Illustrated Nonprofit Economy
May 21, 2015

Primer on Writing Successful Corporate and Foundation Grant Proposals
Jessica Cook, Development Specialist in the WW Community College Foundation
Writing Grant Proposals | Phone Script for Initial Outreach to Prospect
October 28-29, 2014

Federal Funds Changes
Kay Sohl of Kay Sohl Consulting
June 10-11, 2014

The Importance of Donor Data
Jan McGowan of Jan McGowan Nonprofit Consulting
Database Needs Worksheet | Chart of Recommendations
October 15-16, 2013

Planning for Mission Focused Fundraising
Jan McGowan of Nonprofit Consulting
Fundraising Types and Sources | Vision to Action Descriptions
May 15-16, 2012

Fundraising: How Best to Engage Board Members
Lawson Knight of the Blue Mountain Community Foundation
April 17-18, 2012

Best Practices of Fundraising and Creating a Philanthropic Culture
Sonya Campion, CFRE, philanthropist, consultant, Whitman College alum
AFP Code of Ethics | AFP Donor Bill of Rights | Ten Most Important Things You Can Know About Fundraising-Kim Klein | Key Attitudes to Successful Capital Campaigns-Stuart Grover | Create a Philanthropic Culture | Development Plan Dashboards
April 5-6, 2011

Leadership and Management

The Impact of Culture
Jan McGowan of Jan McGowan Nonprofit Consulting
Experience of Change Handout | Culture Worksheet | Performance Plan and Appraisal Form | Board Profile Grid
October 20-21, 2015

501 Commons Human Resources Toolkit
Yvonne Freitas McGookin of 501 Commons
Performance Evaluation | Onboarding Tools | Other Tools | Interview & Selection
June 23, 2015

Do LEAN Methods Make Sense for Nonprofits
Jim Byrnes
June 9, 2015

Employee Engagement: Trends and Practices
Yvonne Freitas McGookin with 501 Commons
March 18, 2015

Working with Volunteers
Jan McGowan
Creating a Vision Statement | Key & Episodic Volunteers | Risk Management Safety | Solutions to Volunteer Challenges | Volunteer Recognition | Volunteer Rights | Waiver Form
October 21-22, 2014

How and Why Nonprofit Organizations Should Master the Art of Adaption
Susan Newton of Development Strategies Plus
May 20-21, 2014

Sharing Practical Insights and Wisdom with Nonprofits
Kay Sohl of Kay Sohl Consulting
June 10-11, 2014

The Five Elements of a Healthy Nonprofit
Nancy Long of 501 Commons
November 5-6, 2013

Symposium featuring the WA Secretary of State’s Charities and Nonprofits Division
September 6, 2013

Addressing Touch Issues While Maintaining Relationships
Carol Bowser of Conflict Management Strategies
Session Materials
October 18-19, 2011

Collaboration and the Skill Sets Needed to Implement It
Kay Sohl of Kay Sohl Consulting
Session Materials
September 20-21, 2011

Strategic Planning

Fast Track Strategic Planning
Nancy Long of 501 Commons
October 19, 2016

How to Make Change!
Susan Newton of Development Strategies Plus
June 11-12, 2013

Strategic Planning II: Business and Development Planning
Jan McGowan

Strategic Planning I: Creating Plans That Stay Off the Shelf
Jan McGowan
Crisis Management Worksheet | “Board Only” Materials