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Nonprofit Leadership Conference NOVEMBER 12, 2013 | UW-PARKSIDE

$49 Early Bird (by Oct 25) | $59 after Oct 25

To register, go to our website and click on Professional Development > Conferences

www.uwp.edu/go/ccp

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Keynote The New Paradigm of Leadership Betsy Myers; Director of Bentley University’s Center for Women & Business Change is all around us and today’s nonprofit, public sector and business leaders are all confronted with a changing workforce. The command-and-control leadership style that worked in the past does not work today. In 2008, 70% of new entrants to the workplace were women and minorities. This changing workforce also includes generational differences, technology, global relationships, and women’s roles. Betsy Myers, Director of Bentley University’s Center for Women & Business, will discuss the important skills and knowledge needed to understand and promote diversity in the workplace and successfully lead in the nonprofit sector in 2013 and into the next decade. Bio A native of Racine, Betsy Myers is currently speaking and leading workshops around the world on the changing nature of leadership. In addition, she is on a nation-wide book tour to promote her book, Take the Lead: Motivate, Inspire, and Bring Out the Best in Yourself and Everyone Around You, which was released September 2011. In May 2011, Betsy was appointed Founding Director of the Center for Women & Business at Bentley University. The Center focuses on educating students about their leadership potential while conducting research about how and why companies should promote and retain women. Betsy works to build relationships with corporations and share information about putting these practices into place. With deep experience in the corporate, political and higher education arena, Betsy also served as a senior adviser to Barack Obama’s Presidential Campaign and as Chief Operating Officer and Chair of Women for Obama. Prior to this appointment, Myers was the Executive Director of the Center for Public Leadership at Harvard's Kennedy School of Government. Additionally, as a senior official in the Clinton Administration, Betsy was President Clinton’s senior adviser on women's issues and the first Director of the White House Office for Women’s Initiatives and Outreach. She also served as Associate Deputy Administrator for Entrepreneurial Development in the U.S. Small Business Administration and as an advocate for the 7.8 million women entrepreneurs in our country and sits on the Board of National Advisors for Springboard Enterprises, a national non-profit organization that supports high growth womenled businesses.

UW-Parkside’s Center for Community Partnerships’

mission is to Educate and Engage individuals and organizations by offering professional development, personal enrichment, and community-based learning experiences through dynamic partnerships that address community priorities. Since 2004, the Center for Community Partnerships has helped to build capacity in regional nonprofit organizations. To learn more about professional development and technical assistance opportunities for nonprofits, visit our website www.uwp.edu/go/ccp or call 262-595-3340.

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Agenda November 12, 2013 UW-Parkside Student Center 2:30 pm

Registration and Expo

3:00 pm

Welcome

3:15 pm

Breakout Session I

A. Fund Development Metrics: Measuring Your Success B. 7 Tips to Improve, Encourage, and Enhance Board Diversity C. Using Coaching Skills to Building Staff Leadership D. Telling Your Organization’s Story by Effectively Tracking the Four Ps of Data Collection: People, Participation, Programs, and Progress E. Integrating Strategy for Sustainability F. Orienting Your Board Toward Greater Engagement

4:30 pm

Networking and Expo

5:00 pm

Keynote Presentation: The New Paradigm of Leadership - Betsy Myers

6:00 pm

Dinner and Expo

7:00 pm

Breakout Session II

A. Women in Leadership B. From Threatened to Thriving: Reviving an Organization Through ReEnergizing Its Board C. Strategic Alliances: Partnerships, Collaborations, Mergers, and More D. Building Sustained Fund Raising Growth 101 E. Reading Nonprofit Financial Statements

Nonprofit Leadership Conference Registration Form Registration is available online! Go to www.uwp.edu/go/ccp click Conferences. Name: ______________________________________________________________________________ Agency Name: ______________________________________________________________________ o Business

o Home

Address: ____________________________________________________________________________ City/State/Zip: _______________________________________________________________________ Email: ______________________________________________________________________________ Day Phone: _________________________________________________

o home o work o cell

Breakout Sessions (please circle) Breakout Session I: A B

C

D

E

F

Breakout Session II: A B

C

D

E

Payment (price includes dinner and conference materials) _____ Early Bird before October 25, $49 $________________ _____ Regular Registration, after October 25, $59 $________________ _____ Special rate for Leadership Program participants; UW-P faculty, staff, & students; and ALL members, $29 $ ________________ Total $________________ o Check - Make checks payable to UW-Parkside. o Visa o Discover o Mastercard o American Express Card Number: ________________________________________________ Exp. Date _____________ Send form and payments to:

UW-Parkside Center for Community Partnerships 900 Wood Road Kenosha, WI 53144

Breakout Sessions I - 3:15-4:30 p.m. A. Fund Development Metrics: Measuring Your Success Len Iaquinta, President, Excellence in Communications How do you know which elements of your fund development strategy are working? You can’t evaluate and optimize without development metrics. But what metrics make sense to use? How comparable is your organization with others? How can you identify the strong, middling, and weak: mailings, programs, activities, and staff? This session offers strategy, suggestions, caveats, and affordable techniques.

B. 7 Tips to Improve, Encourage, and Enhance Board Diversity Eloiza Altoro, MS, CAE, HS-BCP; BoardStar Instructor & Principal at Mind Redesign Consulting How can people of diverse backgrounds not only make it to the boardroom, but contribute and thrive there? In this presentation, Eloiza Altoro provides insight and experience into increasing diversity in the nonprofit boardroom. The topic of diversity is nothing new; however, the methods organizations use to drive diversity on their boards is a topic yet to be further developed and explored. In this session we explore what’s working and what’s not. This presentation is for board directors and senior executives. It examines the current environment of board diversity and strategies needed for driving long-term success.

C. Using Coaching Skills to Build Staff Leadership Mary Stelletello, MA, MBA, ACC (Association Certified Coach); Principal, VISTA GLOBAL COACHING & CONSULTING As baby boomers approach retirement, there is an increasing urgency to focus on strengthening and developing talent. Gen X, consisting of 18 million fewer people, will have difficulty filling the leadership demand. One approach gaining momentum is to shift from a more traditional management model to a shared leadership framework. Using a coaching approach fosters leadership at all levels of the organization and builds a foundation for leadership succession within the organization. Participants in this workshop learn core principles of leadership and foundational coaching skills and put these skills into practice through interactive exercises.

D. Telling Your Organization’s Story By Effectively Tracking the Four Ps of Data Collection: People, Participation, Programs, and Progress Joe Cayen, Owner & Founder, Cayen Systems As the owner of Cayen Systems, a national provider of participation data tracking software solutions, and former agency Executive Director, Joe Cayen has seen his share of organizations struggling to manage their data. This interactive session is for organizations looking to improve how they track the four important Ps: People’s Participation in Programs and their Progress. While Joe will demonstrate Cayen Systems’ new DataPropeller application as one possible solution, the focus of the session will be on the importance of, and strategies for, tracking such data to tell your story.

E. Integrating Strategy For Sustainability Dennis Johnson, MBA; VP, and Ben Williams, MPA; Director, Forward Community Investments Organizational success is driven by the ability to maximize mission impact with a limited amount of financial and human resources. This session highlights how to integrate your budget, strategy, and goals into the planning and decision making processes of your nonprofit. Forward Community Investments will also introduce the Mission Matrix, which helps to illustrate the combination of financial and mission impacts that drive every nonprofit’s programs and business model.

F. Orienting Your Board Toward Greater Engagement Sara Wilson, President & Principal Consultant MAYES WILSON ASSOCIATES, LLC How can you increase involvement of your new board members right from the start? Preparation for service on your board empowers board members to become engaged. Sara Wilson, nonprofit governance expert and President of MAYES WILSON & ASSOCIATES will offer tips and techniques for board orientation and on-going development that will increase members’ commitment to supporting the mission through regular meeting attendance, fundraising, planning, and oversight.

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Breakout Sessions II - 7:00-8:15 p.m. A. Women In Leadership (presented in conjunction with Racine Community Foundation’s Phenomenal Women Series) Betsy Myers; Director of Bentley University’s Center for Women & Business Keynote Speaker Betsy Myers shares insights gleaned from her work with Gloria Steinem, Betty Friedan, and Bella Abzug and traces her own career path from her current work at the Center for Women & Business at Bentley University to her roles in the Clinton Administration, the Harvard Kennedy School Center for Public Leadership, and the Obama Presidential Campaign. With so many woman leading in the nonprofit sector, it is important to explore what it will take to continue closing the confidence gap, how to confront the balance question, the different leadership styles of men and women, and leadership necessary for the next generation.

B. From Threatened to Thriving: Reviving an Organization Through ReEnergizing Its Board Bonnie Prochaska, Exec. Dir. Racine Symphony Orchestra and Pres. Ginkgo Leaf Consulting In 2008, the Racine Symphony Orchestra faced dire financial circumstances causing the board to cancel two concerts and re-think its strategy during the economic recession. Led by Board President Nancy DeKraay and Interim Executive Director Bonnie Prochaska, the board rallied to the call to save the symphony. Through the development of an active committee structure and the first strategic plan in years, five years after the crisis, they now have a cash reserve, five years of ‘in the black’, positive cash flow and sold-out concerts. Join Bonnie Prochaska as she shares her story and offers lessons learned that can be applied to re-energizing the board of any nonprofit.

C. Strategic Alliances: Partnerships, Collaborations, Mergers, and More Joan Shepard Lustig, President and CEO, Shepard Lustig Consulting LLC Despite the inherent challenges of partnerships, collaboration has become the norm in the nonprofit sector. This session helps you to recognize the major types of strategic alliances available to nonprofits, the opportunities and challenges of strategic alliances, and what your organization needs to know about itself and its potential partners before it considers a strategic alliance. Learn the basic steps in implementing a strategic alliance, strategies to optimize the success of your organization’s collaborations, and how to evaluate the outcomes of the partnerships.

D. Building Sustained Fund Raising Growth 101 Jennifer Charpentier, PhD, Executive Director of Gateway Technical College Foundation How can your organization build sustained growth in its fund development over time? There are so many directions that a nonprofit can take in an attempt to build a strong fund development strategy. Where should you put your energy to yield the best outcomes? Come prepared to engage in a lively discussion of ordinary practices that can produce extraordinary results.

E. Reading Nonprofit Financial Statements Wegner CPAs If you find your organization’s financial statements to be a bit of a mystery, you are not alone. All board members are responsible to understand the fiscal health of their nonprofit organizations. Yet, surprisingly few really have a good grasp of the meaning of the numbers that they are presented with at each meeting. Join an experienced CPA to gain an understanding of how to read nonprofit financial statements and soon you will be the one explaining it to your fellow board members.

center for

COMMUNITY

PARTNERSHIPS

| ccpinfo@uwp.edu | www.uwp.edu/go/ccp

ENGAGE

www.uwp.edu/go/ccp

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COMMUNITY

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PARTNERSHIPS

Nonprofit Leadership Conference Platinum and Gold Sponsors

Silver Sponsors Nonprofit Center of Milwaukee Timpano Consulting


Nonprofit Leadership Conference