Upcoming Courses

Instructor: Sarah Milston, The Spark Mill
Location: Webinar, link will be sent to participants
Time: 9:00 a.m. to 12:00 p.m.
Cost: $50.00
CEUs: .3
Date: July 16, 2020

This session will cover how to open back up, adjust your strategic plans, rebuild your culture, and recover lost funding. This will be an interactive session – so come prepared with your key questions and insights.

Instructor: Amy Nisenson, Amy Nisenson Consulting
Location: Webinar, link will be sent to participants
Time: 9:00 a.m. to 3:30 p.m.
CEUs: .5
Date: October 7, 2020

You’ve recruited a strong, dynamic, and influential board. So, what now? It’s time to activate your board as fundraisers. Each of your board members needs to actively participate in fundraising to support your organization. Cultivating a fundraising mindset among your board of directors is a critical step in implementing a culture of philanthropy.

It can be challenging to hold board members accountable for their fundraising roles and responsibilities related to board giving requirements. While most nonprofit board members may be deeply engaged in mission advancement, many do not identify as fundraisers.

How do you change that mindset? While remaining respectful of your board members for volunteering their time and resources, you must promote your organization’s mission and hold board members accountable for achieving agreed fundraising goals.

We will discuss some guidelines to help nonprofits get the most from their boards.

Instructor: Abbie Hacker and Abby Weber, The Curtis Group
Location: Webinar, link will be sent to participants
Time: 9:00 a.m. to 11:00 a.m.
Cost: $25.00
CEUs: .2 (FDC)
Dates: August 20, 2020

You might be wondering how you could possibly develop your year-end fundraising plans in the midst of such uncertain times. You might even be thinking that August is much too early to develop these plans. BUT, now is exactly the right time to outline your action plan (complete with contingencies and scenario planning), so your organization can be prepared for a successful yearend. Led by Abby Weber and Abbie Hacker, this session will bring tangible tips into focus to:
• Proactively prepare for a successful year-end appeal
• Take a multi-pronged approach to giving, especially factoring for the uncertainty due to COVID-19
• Use volunteers and board members to leverage success (even if you can’t meet face-to-face)
• Create excitement through online channels and social media, such as #GivingTuesday
• Maximize results of this important part of your strategy and set yourself up for a successful 2021

Instructor: Sarah Milston, The Spark Mill
Location: Webinar, link will be sent to participants
Time: 9:00 a.m. to 3:30 p.m.
CEUs: .5
Dates: October 7, 2020

Facilitation tips and tricks, ways to engage your community, and team building tools! Healthy facilitation techniques can impact your organization internally and externally. This class will discuss how to use creative facilitation to engage your community and improve internal communication.

Come learn about:

• Using creative and fun facilitation tactics
• How to employ focus groups, charrettes, and listening sessions
• Improving staff and board interactions

Instructor: Kim Painters, CPA
Location: Webinar, link will be sent to participants
Time: 9:00 a.m. to 3:30 p.m.
CEUs: .5
Dates: December 2, 2020

How to review and understand the 990 and look out for mistakes to be compliant with IRS.

Learning Objectives:

• Review 990 for completeness and errors
• Review supporting schedules of 990 for completeness and errors
• Review what IRS looks at when processing 990’s to make sure compliant
• Review common pitfalls of 990
• How to make your 990 stand out and tell donors what you are doing

Instructor: Liz Scott, Brighter Strategies
Location: Webinar, link will be sent to participants
Time: 9:00 a.m. to 3:30 p.m.
CEUs: .5
Date: September 9, 2020

Have you ever wondered, how am I going to say this? We all stumble on our words, and providing feedback can be difficult. How do you walk the line between being honest, yet helpful? This course will walk you through the principles expert managers use to give feedback to improve and motivate employee performance. You’ll never have to avoid telling an employee “the truth” again. The course will cover how to give and receive feedback, how to frame things in a way people can hear, and techniques for dealing with difficult conversations.

Instructor: Dionne Clemons, Clemons Consulting
Location: Webinar, link will be sent to participants
Time: 9:00 a.m. to 3:30 p.m.
CEUs: .5
Date: November 5, 2020

Learn to promote your organization’s programs and fundraising through the development of a strategic marketing plan. Learn to integrate your organization’s mission and vision into a marketing plan that speaks to your customers, donors, members, and volunteers. Understand how consistent branding, messaging and audience targeting will help your organization reach its goals. Gain the essential training, tools, and techniques needed to execute a cohesive and measurable marketing plan.

Learning Objectives:

• Understand the components of an integrated marketing communication plan;
• Build the components of the marketing plan;
• Create strategic goals and S.M.A.R.T. objectives;
• Learn to apply environmental scanning tools;
• Learn to conduct an audience analysis;
• Learn to create a digital and traditional marketing mix; and
• Learn to implement, evaluate and measure the outcomes of the marketing plan.

Instructor: Mary Jo Burchard, Concord Solutions
Location: Webinar, link will be sent to participants
Time: 9:00 a.m. to 3:30 p.m.
CEUs: .5
Date: November 17, 2020

The Great Coronavirus Lockdown of 2020 has left countless organizations asking: How can we fairly and effectively measure and compensate the work beyond seat-time at a worksite? This hands-on workshop will give participants a new framework to measure “work” within a selected position, and determine the most appropriate method(s) to measure progress and completed work within that position. Based on the evaluation, participants will be able to determine where their work policies and documentation protocols need to be redesigned to align with the nature of the work.

Learning Objectives:

• (1) Identify THE SOLUTION the job solves (What fundamental problem/need does the position address, and how crucial is it to the organization’s mission?)
• (2) Describe THE NATURE of the job (What type(s) of tasks, extent of giving/receiving supervision, and autonomous decision-making is required for the work?)
• (3) Determine THE MEASURE OF “PROGRESS” and “COMPLETION” (Is doing the work confined to time, location, immediacy (needing to be on-call), or based on “needle movement” with specific quality/completion metrics?). Participants will bring 1-2 job descriptions to use in the application exercises.
• (4) Discuss APPROPRIATE CHANGES to work policy and documentation protocols for people in the identified position, based on findings.

Instructor: Kim Painter, CPA
Location: Webinar, link will be sent to participants
Time: 9:00 a.m. to 3:30 p.m.
CEUs: .5
Date: September 22, 2020

In this intermediate/advanced class of QuickBooks you will learn:

• Learn to manage multiple company files, export and import list data from one file to another, and make journal entries
• Find out how to enter price levels and track discounts and credits
• Learn how to track mileage on vehicles you use in your business
• Understand how to create customer statements, assess finance charges on overdue balances, create multiple invoices, and write off past due balances
• Learn how to enter common owner transactions
• Understand how to track loans and use the budgeting feature
• Learn how to prepare for the payroll process with the IRS
• Review all aspects of how to set up and maintain payroll information for your employees in QuickBooks
• Learn how to track work and vacation time and produce job costing reports
• Understand how to generate W-2, W-3 and 1099 forms
• Learn to create paychecks

Instructor: Kristina Vaquera and Milena Radovic, P.C.’s
Location: WebEx, link will be sent to participants
Time: 11:30 a.m. to 1:00 p.m.
Cost: $10.00
CEUs: 0
Date: June 25, 2020

New Virginia legislation has passed that will drastically alter the status quo for employers in Virginia. Long considered an employer-friendly state, as of July 1, 2020 Virginia is changing that by redefining the employment landscape. Join attorneys, Kristina H. Vaquera and Milena Radovic, from Jackson Lewis P.C.’s Norfolk office for a webinar that will examine these new laws, explain the risks employers now face, and provide strategies and best practices to prepare for the changes to come, including:
• Virginia’s new wage theft law creates—for the first time—a private right of action for employees to sue their employers for unpaid wages, with treble damages and possible attorneys’ fees.
• Three new independent contractor misclassification laws create a presumption that workers should be classified as employees.
• Several employment laws that took effect in 2019 impose new obligations on Virginia employers, including granting employees access to personnel records, restrictions on confidentiality in cases of sexual assault, and new pay disclosure laws.
• The Virginia Values Act expands the scope of the Virginia Human Rights Act (VHRA) to prohibit discrimination on the basis of sexual orientation and gender identity, but also fundamentally changes the legal rights and remedies available to employees under the VHRA and greatly increases the costs and risks of litigation for employers.
• The whistleblower law creates an immediate private right of action for employees who are retaliated against for complaining to a supervisor, among other protected activities.
• The restrictive covenant law prohibits employers from entering into and enforcing a restrictive covenant against employees who earn less than the average weekly wage in Virginia.

Instructor: Amanda Lloyd
Location: Webinar, link will be sent to participants
Time: 6:00 p.m. to 9:00 p.m.
CEUs: 0
Date: December 10, 2020

What’s Covered:

• What to consider before you begin
• What are the required forms
• Fundraising Basics
• Operating and Governance Guidelines

What’s Included:

• Presentation guide to the required paperwork
• Relevant online links & resources
• Networking with others with similar passions and ideas

What’s NOT Covered:

• This is not a complete step-by-step filling out each piece of IRS paperwork, as it may require legal tax advice.