OKCNP Membership Handbook 2024-25

Page 1


2 0 2 4 - 2 0 2 5

At Regent Bank, we understand the unique needs of non-profits. We offer tailored banking solutions to support your mission. With flexible accounts and expert advice, we’re here to help you make a greater impact.

REGENT BANK Your Bank for Non-Profit Business

WELCOME FROM OUR PRESIDENT AND CEO

To our beloved members,

We love coming alongside you, our members, to make Oklahoma a better place to live and work. In every decision we make and through every program we offer, our goal is always to equip you and provide you the knowledge and support you need to effectively accomplish your mission.

This past year has been an exciting time for us at The Center - we launched a new membership pricing tier, gave our members more access to training than ever before through our Pro Membership level, and welcomed many of you into our new OKC headquarters.

This coming year promises to be just as exciting, as we launch new programs, like our Executive Directors and CEO Retreat, Roundtables, IUPUI’s Fundraising for Small Nonprofits, and other valuable professional development opportunities. Each of these programs is designed with you in mind, and I sincerely hope you will take advantage of them.

Thank you for the good work you do through your passion, dedication and commitment to our sector.

With gratitude,

MEMBERSHIP

THE POWER OF THE NETWORK

Membership with The Center provides your organization access to the largest nonprofit network in the state of Oklahoma, including opportunities to learn from leading experts in nonprofit best practices. Not sure which membership is right for you? Here is a breakdown of The Center’s membership tiers.

Exclusive networking opportunities

50% off professional development courses

FREE registration for The Partnership course

Discounts from Affinity Partners

Discounts on Career Center job postings

Access to scholarships for courses and membership

Discount on Grantstation membership

Conference, symposia and one day courses

2 or 4* registrations for the Nonprofit Management Fundamental (NMF) or Nonprofit Management Professional (NMP) certification course

2 or 4* registrations in a 3-hour workshop of your choice

*Number of complimentary course registrations depends on membership level.

Visit www.okcnp.org/members-only

NETWORKING

ENGAGE WITH OTHER NONPROFITS

Our networking events are all about engaging with the network of nonprofits, your colleagues and the Oklahoma Center for Nonprofits. Sign up for these events at www.okcnp.org/network.

NONPROFIT SECTOR CONNECTION

This Zoom meeting is an opportunity for members to get up-to-date information about the nonprofit sector. Local experts share need-to-know information on current issues and legislation affecting nonprofits.

ADVOCACY ROUNDTABLE

During Oklahoma’s Legislative session, Advocacy Roundtable brings together nonprofit leaders to discuss policy, exchange ideas and offer support to one another.

MEMBER 2 MEMBER

During this online event, member organizations connect and talk about lessons learned and best practices. This is a great opportunity to make new friends and allies in the sector.

MEMBERS’ MEETING

Every year, The Center hosts an exclusive Members’ Meeting, featuring a dynamic speaker, a vendor exhibit hall, a delicious lunch and plenty of networking opportunities.

 Free booking during business hours

 Access to open desks and meeting tables available for walk-ins

 Technology for virtual meetings in conference and training rooms

 Kitchen space and multiple areas to serve food and drinks

 Bookings can be made on our website or the Skedda mobile app with an interactive map showing available spaces, open times, details and pictures

LEARN WITH US

PROFESSIONAL DEVELOPMENT

Organizations that invest in effective training and development strategies reap long-term and short-term benefits. The Center’s Professional Development team provides an environment for our members to grow using education, leadership development and technical competency training. Our courses are taught by recognized experts and designed to equip nonprofits to achieve excellence in their missions.

In our post-course surveys, we ask our course attendees to answer questions about the quality of training they received. Here are their responses.

98%

SAID THEY WERE MOTIVATED TO TAKE ACTION AFTER THE COURSE

96% SAID THEY WERE ABLE TO PUT WHAT THEY HAD LEARNED INTO PRACTICE

91% SAID THEY HAD ACCESS TO ONE OR MORE USEFUL RESOURCES AFTER THE COURSE

88% SAID THEY LEARNED “A LOT” OR “A GOOD AMOUNT” IN THE COURSE

The Oklahoma Center for Nonprofits is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®.

RELEVANT COURSES

TAUGHT BY THE EXPERTS

Recognized as a national leader among statewide service organizations, The Center prides itself on providing valuable services, expert training and development through on-site sessions in Oklahoma City, Tulsa and other locations, as well as online learning opportunities through virtual, on-demand and recorded sessions.

Visit

We offer professional courses on the following topics:

Thanks to the generosity of our donors, The Center is able to offer scholarships to our member organizations. Partial scholarships are available for membership, training and consulting fees. For more information about scholarships, visit okcnp.org/how-to-scholarship

Liichokoshkomo’

NATIONALLY ACCREDITED STANDARDS FOR EXCELLENCE

Our flagship program, Standards for Excellence is a nationally accredited curriculum that teaches best practices for nonprofit management, governance and legal compliance. Once an organization has completed the two-day Standards for Excellence clinic, staff and board members can explore courses to refresh, implement and build capacity. See the chart below to find out which program is best for you and your organization.

WHAT’S INCLUDED? COURSE TITLE

STANDARDS FOR EXCELLENCE CLINIC

Review of 27 governance and management topics

Review of 70+ benchmarks for excellence

Resource packet including hundreds of samples and templates

STANDARDS FOR EXCELLENCE SUMMIT

Overview of 6 major areas of nonprofit governance

Review of 27 governance and management topics

Review of 70+ benchmarks for excellence

STANDARDS FOR EXCELLENCE ACCREDITATION

Implementation tools for benchmarks of excellence

Instructor coaching Accreditation and Standards for Excellence seal

HOW MANY ATTENDEES? WHO SHOULD TAKE IT?

Two attendees

Organizations looking to improve performance, sustainability, growth and equity practices

Organizations who have not completed the Standards Clinic within the past 5 years

Individual attendees

Board Members who want to understand best practices for serving a nonprofit

Individuals who want a refresh or new employees who need to be onboarded to the Standards for Excellence Benchmarks

Entire organization

Organizations who are fully committed to raising the standard of responsible practices in the nonprofit sector

LEARNING EVENTS

CONFERENCES AND SYMPOSIUMS

The Center hosts several conferences throughout the year, convening expert teachers in one convenient place.

REGIONAL SYMPOSIUMS

These full-day nonprofit professional development events feature presentations on relevant topics from a keynote speaker, as well as experienced local and statewide nonprofit leaders and community partners. Symposiums include a networking lunch.

ONE-DAY CONFERENCES

These conferences bring together acclaimed speakers from across the nation to address the pressing issues facing the nonprofit sector. Participants gain an understanding of these multi-faceted challenges and learn how to address them within their organizations.

NONPROFIT LAW AND FINANCE CONFERENCE

The Nonprofit Law and Finance Conference, presented every other year in the spring, brings together nonprofit, legal and finance professionals to discuss the latest trends in nonprofit and foundation management best practices.

CUSTOM SOLUTIONS

EXPERT CONSULTING

Your nonprofit is unique and it deserves a customized approach to meeting your organization’s needs. The Center’s consulting service delivers solutions tailored to your specifications. Our team of experts designs each project on an individual basis and works with you to create the program or solution to help you achieve lasting change.

For more information on our consulting services, visit www.okcnp.org/consulting.

WE SPECIALIZE IN:

• STRATEGIC PLANNING

• BOARD DEVELOPMENT

• LEADERSHIP DEVELOPMENT

• PROGRAM EVALUATION

• EXECUTIVE COACHING

• TEAM BUILDING

FINANCE SHARED FINANCIAL SERVICES

The services offered by our Professional Financial Management team combine the standard accounting and advanced technical assistance nonprofits need to implement best practices in financial management. Our experienced team of financial professionals includes accountants, bookkeepers and outside consultants.

Professional Financial Management is more than a standard bookkeeping service. We help you create a solid financial management platform that gives you peace of mind in your financial reporting and instills confidence with your board, staff and funding partners.

ADVOCACY

CONNECTING YOU WITH LAWMAKERS

The Oklahoma Center for Nonprofits is proud to give the nonprofit sector a voice through our advocacy efforts. At both the state and federal levels, we work to connect and engage lawmakers and policy decision makers with nonprofit leaders. We use those relationships to lobby for the sector’s interests. The charitable community stands as a powerful force when we use our collective voice to benefit our missions and the people we serve.

HERE ARE SOME OF THE WAYS YOU CAN GET INVOLVED:

ADVOCACY ROUNDTABLE

DURING LEGISLATIVE SESSION

ADVOCACY DAY AT THE CAPITOL

SPRING

ADVOCACY TRAINING

SPRING AND FALL

WHAT’S NEW AT THE CENTER THIS YEAR

The Center is excited to announce these new offerings to our scheduled programming for 2024-25:

CEO/EXECUTIVE DIRECTOR RETREAT

Take courses whenever and wherever you want with The ON-DEMAND COURSES but meaningful, conversations, and hone valuable skills to advence their careers and their missions.

FUNDRAISING INTENSIVE

Taught by the IUPUI Lilly Family School of Philanthropy, this intensive 2-day in-person course is instructed by experts in the field of fundraising and philanthropy.

LEGACY POTTS FAMILY LEGACY SOCIETY

The Center is proud to induct the newest class of the Potts Family Legacy Society. This prestigious society honors nonprofit organizations that have been members of The Center for a total of 10+ years. To see a full list of all society members, visit www.okcnp.org/legacy.

WELCOME TO OUR 2024-2025 INDUCTEES

Car Care Clinic, Inc.

Goodwill Industries of Central Oklahoma

Oklahoma Association for Infant Mental Health Cleats for Kids

Oklahoma Disciples Foundation

Oklahoma Interviewing Services, Inc.

Oklahoma State School Boards Association

Project Safe

South Central Industries

The CARE Center

The CART House

The Oklahoma Academy Youth Services of Tulsa

nonprofits.

OUR TEAM SERVING OKLAHOMA NONPROFITS

ADMINISTRATION

Marnie Taylor President and CEO

Scott Douglass Chief Operating Officer

Laura Sheriff Chief Financial Officer

James Arnold Controller

Terry Watson Director of Facilities

Will Towler

Facilities Operations Manager

Sandra Kirkpatrick Director of Professional Financial Management

Kelsey Helm

Shared Financial Services Bookkeeper

Emma McKinney

Executive Assistant to the President & CEO

EXTERNAL AFFAIRS

Jeremy Hoffpauir

Sr. Director of Marketing

Gabby Palacios

Creative Marketing Manager

PROFESSIONAL DEVELOPMENT

Jessica Manry Vice President of Programs

Tiffany Gregory Sr. Manager of Membership

Kristi Birk Steinberg Sr. Director of Membership

Michelle Morton Sr. Manager of Program Operations

RESOURCE DEVELOPMENT

Lisa Culver

Chief Development Officer

Debra Hull Director of Development Operations

Amy Curran Director of Development

OUR BOARD

SERVING OKLAHOMA NONPROFITS

OFFICERS

Debbie Schramm Chair

Ann-Clore Duncan

Chair-Elect

Kelly Gray

Secretary

Jeremy Colby

Treasurer

Afshean Talasaz

Immed. Past Chair

HONORARY BOARD

Pat Potts, Founder

Howard G. Barnett, Jr.

W. Kenneth Bonds

Sue Ann Hyde

Carlos E. Johnson

Lou Kerr*

Patience Latting*

Joe Moran

Polly Nichols

Jon Trudgeon, Sr.

Marnie Taylor

President and CEO

*In Memory

BOARD

Shandy Belford

David Blatt

Lori Blumenthal

Brandon Brown

Barbara Bucholtz

Brooke Clark

Lewana Dailey

Jim Farrell

Jennifer Gray

AJ Griffin

Kyle Impson

Peggy Kates

Carrie Leonard

Amy McCarter

Edgar Medina

Shannon O’Doherty

Kathy Potts

Hugh Robert

Sarah Roberts

Allison Terrill

Brooke Townsend

Tom Volturo

Dara Wanzer

CHAIRMAN’S CIRCLE

DONOR RECOGNITION SOCIETY

Lori and Je Blumenthal

VISIONARY

Lori and Jeff Blumenthal

TITANIUM

Arnall Family Foundation

Glenna and Dick Tanenbaum

Inasmuch Foundation

Potts Family Foundation, Inc.

The Chickasaw Nation

The McLaughlin Family Foundation

Published August 2024, reflective of gifts received from July 1, 2023-June 30, 2024

DIAMOND

American Fidelity Foundation

BancFirst-OKC

Chesapeake Energy

Choctaw Nation of Oklahoma

E. L. and Thelma Gaylord Foundation

Express Employment International

George Kaiser Family Foundation

The Anne & Henry Zarrow Foundation

The H.A. and Mary K. Chapman Charitable Foundations

PLATINUM

Arvest Foundation

Chahta Foundation

Devon Energy Corporation

Hardesty Family Foundation

Kirkpatrick Family Fund

Moran Family Foundation

The Kerr Foundation, Inc

Wes Haddox

GOLD

Barbara and Stanton Young Foundation

Blue Cross and Blue Shield of Oklahoma

Charles and Lynn Schusterman

Family Philanthropies

Cox Communications

Heartland

Janetta Cravens

Jennifer and Jeremy Colby

Marnie and Clayton Taylor

Oklahoma State University Center for Health Sciences

QuikTrip Corporation

Robin and Brad Krieger

Stride Bank

Sue Ann and Dudley Hyde

Suzanne and Scott Spradling

The Samuel Roberts Noble Foundation, Inc.

United Way of NW Oklahoma

Williams Foundation

SILVER

Barnett Family Foundation, Inc.

AJ Griffin

Bank of Oklahoma

Beverly and Mark Funke

Chase Business Banking

Deborah Schramm

Edward and Barbara A. Krei

Family and Children's Services

HoganTaylor LLP

Jean McLaughlin

Jess L. and Miriam B. Stevens Foundation

Kathy L. and John Michael Williams

Lana and Dave Lopez

Love Meyer Family Foundation

Matt Cordray

McCasland Foundation

ONE Gas

Pam and Carlos Johnson

Peggy Kates

Ruth Nelson Family Foundation

Sherwood, McCormick & Robert Southern Oklahoma Memorial Foundation

Susie and Doug Stussi

The Oklahoma Blood Institute

University of Central Oklahoma

BRONZE

Cherokee Strip Community Foundation

Commerce Bank

Daniel Billingsley

Dean McGee Eye Institute

Deena and Tom Fisher

First National Bank of Oklahoma

FORVIS

Gateway First Bank

Ginny Bass Carl INTEGRIS Health Foundation

Jerome Westheimer Family Foundation

Lauren C. Reinmiller

Linda and Steve Slawson

Oklahoma City Thunder

ONEOK

Ronna and Lawrence Davis

Sarah and John Graves

Shannon and Chip Fudge

The Gelvin Foundation, Inc.

COPPER

Ardmore Chamber of Commerce

Alice and Dave Hager

Andrea and Tom Volturo

Ann-Clore and Walt Duncan

Anonymous

Argent Financial Group

Arvest Bank

Avedis Foundation

Beth and Jim Tolbert

Blossom and Farooq Karim

Brandon Brown

Brooke Townsend

Cathy and Frank Keating

Charles Oppenheim

Christopher Lloyd and Erik Salazar

Cynda and Larry Ottaway

David Blatt and Patty Hipsher

Debby Hampton

Debra and Deon Hull

Embassy Suites

Esther and John D. Harper

First Americans Museum

Foundation Management Inc.

Gayle and Richard Parry

Hearts for Hearing

HFV Wilson Community Center

James Arnold

Jay Shanker

Jeri Holmes

Jon Trudgeon Sr.

Joy and Bob LaBar

Karen and Bob Browne

Karen Delaney

Kathie G. Coyle

Lighthouse Behavioral Wellness Center

Liliana Renteria Mendoza and Christopher Cone

Love's Travel Stops and Country Stores, Inc.

Mary Ann and Ken Fergeson

Nissa and Derrick Willis

Nonprofit Solutions, PC

OG&E Energy Corp.

Oklahoma Arts Institute at Quartz Mountain

Oklahoma City Community Foundation

Oklahoma City University

Pam and Bob Spinks

Pat and William R. McKamey

Public Service Company of Oklahoma

Ralph & Frances McGill Foundation

Rees Associates

Rita and Sam Combs III

SAXUM

Shandy Belford

Sharpshooter Communications, LLC

Shelley Maxted

Sherwin Miller Museum of Jewish Art

Stacy and Mark McDaniel

The Bethany Children's Health Center

The Boeing Company

The City Lights Foundation of Oklahoma

Tim Delaney

Tinker Federal Credit Union

Tricia Louise Everest

Trisha Finnegan and Daryn Demeritt

Write On Fundraising

YMCA of Greater Tulsa

PRESIDENT’S CIRCLE

Allison Terrill

Becky and Clay Taylor

Blair Schoeb

Carrie and Rob Gardenhire

Charlotte and Brian Mitchell

Circle of Care

Edgar Medina

Foundant

Gerry and Ken Bonds

Jeanette Gamba

Karen and Robert Luke

Kenny Brown

Kim Leveridge

Lauri Monetti

Lisa and Tom Price

Matilda and Ed Clements

McCall's Chapel School

Megan and Pete Hann

NonDoc Media

Oklahoma Innocence Project

Oklahoma Opry

Phil Kliewer

Rank Monsters

Shannon O'Doherty

Sheryl and Bruce Benbrook

Susan Paddack

Tiffani Bruton

Valerie Naifeh

Valliance Bank

Warriors Rest Foundation

World Neighbors

Zealot Branding

Published August 2024, reflective of gifts received from July 1, 2023-June 30, 2024

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.
OKCNP Membership Handbook 2024-25 by Oklahoma Center for Nonprofits - Issuu