Leading Change. Transforming Communities.

2017 Institute for Trustees

2017 Institute for Trustees

Saturday, March 25, 2017
8:30 am – 4:30 pm
Pingree School, 537 Highland Ave, So. Hamilton, MA
Early bird fee: $110. After Feb 25th tickets go up to $130.
 

Agenda

7:30–8:30 Registration and Continental Breakfast

8:30–8:45 Welcome

8:45–9:45  Keynote Panel Discussion

A Community of Generations: Harnessing the Power of our Differences
Facilitated by Dr. Timothy M. Johnson, Head of School, Pingree School

Generational differences are often viewed as challenges. In this session, we will discuss how these very differences can be our greatest strengths. Embracing the best of each generation helps us to build a community that is even greater than the sum of its parts. This interactive discussion, led by Dr. Timothy M. Johnson, will engage a multi-generational panel on the ways we can come together to create more nimble, strong, and comprehensively connected organizations today and for generations to come.

10:15–11:30  Workshop Session 1

 

W1A The Case for Investing in Fundraising
Troy A. Finn, Senior Consultant, Development Guild/DDI
The return on investment (ROI) in fundraising is likely to outpace the performance of any other investment your organization will ever make. Join our discussion to learn why and how you can help as a board member.

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Fundraising ROI has fast become a hot topic in non-profit circles, but too few organizations fully understand the variables involved and what is at stake. In this presentation, we will explore three key elements of fundraising ROI: 1) The Investment Tipping Point: how much does it take to really make a difference; 2) Expected Return: what level of ROI should you aim for and anticipate; and 3) Incentivizing Fundraising Staff with ROI-Based Metrics: effective methods for motivating your fundraising team to achieve audacious goals. All participants will receive a complimentary copy of the presenter's white paper on this timely and actionable topic.
Presenter Bio
In addition to serving as Secretary of the Board for the Anthony Quinn Foundation, Troy has spent the past 15 years of his career on some of the nation's most successful fundraising teams: Harvard University, Dana-Farber Cancer Institute, and Columbia University. As a front-line fundraiser, Troy has worked with boards and senior leadership to capture their vision and translate funding priorities into a strong case for support. His efforts resulted in the largest gift Harvard School of Public Health ever received in support of biological sciences. With a combination of experience in fundraising, strategic planning, communications, finance, management, and technology, Troy is an agile partner for non-profits of all sectors, shapes, and sizes, and is currently a Senior Consultant with Development Guild/DDI. He obtained his master’s degree in management and finance at Harvard University Extension School and completed his undergraduate studies at the College of the Holy Cross.

W1B Effective Collective Impact through Strategic Change Management
Michelle Dyer, Director, Joint Venture Transition Services Agreement, American Express Global Business Travel
In this session we will learn a strategic change management framework; how it can inform organizational strategy; and how to position your organization in the landscape of others to enable collaborative action for collective impact.

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In the face of immense challenges, the excellent work of thousands of individual organizations is necessary, but not sufficient.  To make the seemingly impossible inevitable, we need strategic collective action.  In this session, we will learn a strategic change management framework; explore how to use it to inform organizational strategy; and understand how to best position your organization in the landscape of others working on the same challenges to enable collaborative action for collective impact.
Presenter Bio
Michelle Dyer is Director, Joint Venture Transition Services Agreement Program Management at American Express Global Business Travel, leading separation from American Express since its divestment into a new joint venture in 2014.  Previously she has held leadership roles in M&A, business development and transformation at American Express, Best Buy, Intersection Partners, Second Nature, and BC Hydro. Ms. Dyer is a certified Prosci Change Management Professional and a member of the Association of Change Management Professionals. She volunteers at Harborlight Montessori School; The Food Project; Montserrat College of Art’s Friends of the 301 Gallery; and Stratleade Sustainability Education. Ms. Dyer holds an MBA (Finance) from Northeastern University; an MSc (Sustainability) from Blekinge Institute of Technology; and a Bachelor of Arts (Art and Culture Studies) from Simon Fraser University. Ms. Dyer lives in Essex with her husband and daughter.

W1C The Collaboration Continuum
Nanette Fridman, Principal, Fridman Strategies
Is your organization interested in collaboration? Explore the growing collaboration trend and the range of collaborative options that exist from strategic alliances to mergers and everything in between. Discuss the tensions inherent in collaborating and look at factors for success. Board leadership will learn to assess if they are ready to collaborate and how to evaluate potential partners.

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In addition, we will review key planning steps for collaboration as well as formulate important questions for further exploration.
Presenter Bio
Nanette Fridman founded Fridman Strategies in 2006 to assist organizations with the strategies, structures and training to advance their missions and maximize their impact. Today her work focuses on strategic planning, governance, financial resource development, and leadership coaching. Nanette’s clients range from small start-up organizations to large international organizations. Nanette is the author of On Board: What Every Board Member Must Know about Nonprofits and Board Service (2014), and she blogs about management and leadership at Nanette’s Nonprofit Notes (nanettefridman.wordpress.com). Nanette is a sought after public speaker known for informing and energizing audiences. Originally from Rhode Island, Nanette earned her Juris Doctorate, cum laude, and Masters in Public Policy from Georgetown University. She received her BA, summa cum laude, in political science from Tufts University. Nanette is honored to be a Harry S. Truman Scholar and has received numerous other academic, professional and philanthropic awards for her work. Nanette lives in Newton, Massachusetts with her husband and two children.

W1D Leadership Transition: When Founders/Long Time ED’s Leave
P. Stewart Lanier, Senior Consultant, Third Sector New England
The planned departure of a founder or long-time executive director can be an opportunity for deepening your organization's leadership capacities and sustainability. This requires proactive, thoughtful planning. In this workshop you will be oriented to a framework for assessing your organization's readiness for executive transition and identify priorities for board and organizational development and action.

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Advance preparation and planning for the departure of a long-term leader is an opportunity for proactive organizational and leadership development, reflection, and direction setting-- ensuring that leadership needs are aligned with future direction. It also makes possible thoughtful attention to the legacy of the outgoing leader and clearly defining his or her role before, during and post successor hiring. Learn how executive transition planning can be reframed as sustainability planning, and the departure of a founder/long-time leader can inspire a significant strengthening of your organization.
Presenter Bio
Stewart is an organizational development and executive transition specialist. He has worked with numerous TSNE clients over the last eight years, leading executive searches, serving as an interim executive, leading strategic planning and organizational assessment processes. He has provided a wide range of consulting and interim leadership services to nonprofits, community and faith-based organizations for over 20 years. Stewart holds a Master of Science degree with distinction from American University’s NTL program in Organizational Development, as well as the M.Div. from Candler School of Theology, Emory University. He is a United Methodist pastor, and maintains his ordination in good standing in the New England Conference of that denomination. Stewart is a member of the White People Challenging Racism facilitator group and co-facilitates this anti-racism class at the Cambridge Center for Adult Education and other locations each year.
 

10:15–1:00  Morning Master Classes Spanning Workshop Sessions 1 and 2

 

MC1 Fundraising: A Major Gifts Intensive
Lauren Hall, Consulting Partner, Major Gifts & Campaigns, Sarah J Consulting
This interactive workshop is designed to demystify the major gift process—from identifying viable major gift prospects to building creative cultivation strategies, making the ask, and keeping your donors engaged with your organization over time.

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There’s no question that a successful major gifts program can transform an organization, but building one can often feel like a daunting task. This interactive workshop is designed to demystify the major gift process— from identifying viable major gift prospects to building creative cultivation strategies, making the ask, and keeping your donors engaged with your organization over time. We’ll discuss best practices as well as common misconceptions, and will work through some real-life case studies together as a group. You'll leave with concrete steps for revving up your major gifts work!
Presenter Bio
Lauren brings an extensive background in major gifts fundraising, most recently as Assistant Vice President of Development at Brigham and Women’s Hospital. Over the past 16 years, she has raised principal and major gifts as part of three $1 billion-plus comprehensive campaigns: The $4.3 billion Making History Campaign at the University of Pennsylvania; the $1.18 billion Mission Possible Campaign at Dana-Farber Cancer Institute; and the $1.5 billion Life.Giving.Breakthroughs. Campaign at Brigham and Women’s Hospital (BWH). At BWH, she played a key role in launching the Ann Romney Center for Neurologic Diseases, including developing major gift strategy for a $50 million fundraising goal. Her specialties include program development, board/committee management, and building and growing new initiatives. She holds a Master’s degree from the University of Pennsylvania and a BA from Ohio Wesleyan University.

MC2 Corporate Engagement
David M. Giagrando, Assistant Vice President of Corporate Partnerships, Dana Farber Cancer Institute/The Jimmy Fund
This presentation will focus on the current landscape for engaging nonprofits and corporations in revenue generating relationships beyond traditional corporate giving.

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Typically people who do fundraising with corporations say that they do corporate giving. The reality is much of it is actually "corporate taking". This presentation will look at how the landscape of corporate fundraising and corporate engagement has changed and will explore the various mutually beneficial ways in which corporations and non-profits can generate funds and the various buckets and points of entry that should be pursued.
Presenter Bio
David Giagrando is the Assistant Vice President of Corporate Partnerships for the Jimmy Fund of Dana-Farber Cancer Institute. Since 1999, he and his team have grown the amount raised from corporations through cause marketing partnerships, sponsorships and corporate engagement programs to more than $12 million per year. Select programs have also been recognized nationally by the Cause Marketing Forum. With a career spanning 20 years in Development for the United Way, the arts, and Bentley College; David has also worked in the areas of Volunteer Training, Annual Giving, Direct Mail, Corporate and Foundation Relations, Alumni Relations and Major Gifts. David’s philosophy in dealing with companies is that their favorite radio station is WII.FM – What’s in it for me! David has been a popular guest speaker and lecturer at colleges, conferences and for professional groups. His work was recognized in 2008 as one of the “Best Fundraisers in the World” by the Non-Profit Times.

MC3 Everyone Leads! An All Encompassing Approach to Board Leadership
Marie Peeler, Founder & Principal, Peeler Associates
What do the best nonprofit boards do to ensure exemplary leadership? They focus just as much on how the board does its work as well as what the board does. Use the nonprofit lifecycles model in this master class to create systems and processes for the board, as opposed to the organization, and create a board that leads by example.

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What do the best nonprofit boards do to ensure exemplary leadership? They focus just as much on how the board does its work as what the board does. This master class will offer a new way of thinking about leadership through creative competencies that help drive leadership success and reactive tendencies that can derail leadership altogether.  You will gain insight into how assumptions and habits of thought drive creative leadership or hold nonprofit boards and senior staff in reactive modes.  Using the Nonprofit Lifecycles Model, you will apply this newfound knowledge to the important and varied work that must be done at every stage of a nonprofit organization, to create systems and processes for a board that leads by example.
Presenter Bio

Marie Peeler is an executive coach, speaker, writer and leadership development professional that works with both for profit and nonprofit leaders and teams to increase their effectiveness. As a coach, she helps her clients make fundamental changes that allow them to decide what's important, see things differently, and take positive actions to achieve their goals. As a writer on the topic of leadership, she is a frequent contributor to business, industry, nonprofit, and trade publications.

Having “walked in their shoes” helps Marie understand the challenges that today’s leaders face. Previously, Marie was a Managing Director for Harte-Hanks, an international direct marketing and communications firm, for nine years. During her tenure, she held positions as the President and General Manager of operating divisions on both coasts, where she had bottom line P & L accountability and managed staffs of several hundred people.

Active in her community, Marie is a member and past Chairman of the Board of the Old Colony YMCA, a non-profit community and social services organization serving communities throughout eastern Massachusetts. She is the President of the Pembroke Public Library Foundation, as well as a volunteer for the Bay Circuit Alliance Trail and her local animal shelter.

When Marie is not coaching, leading, or speaking, she can usually be found outdoors, indulging her artistic passions, or drinking tea.


MC4 Cultural Inclusion Project for Lawrence Nonprofit Boards
Joan Kulash, Executive Director, Community InRoads & Judith Kamber, Founder, Co-Creating Communities of Practice
Community InRoads and the YWCA have developed a project to recruit, train and retain professionals of diverse backgrounds and expertise to serve on Lawrence's nonprofit boards. An exceptional project to learn from!

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Come and learn how Community InRoads (formerly Jericho Road Lawrence) and the YWCA of Greater Lawrence have successfully spear-headed a program to diversify the boards of local nonprofits to reflect the population they serve. Their goal is to identify, engage and train eligible prospective board members from the local Latino / Latina community, and match them with area nonprofits. An essential part of this initiative is to encourage board cultures that are welcoming and inclusive, so that all members have a voice at the table. Their program emphasizes that diversity is more than a check box.
Presenter Bio
Joan Kulash is currently the Executive Director of Community InRoads , a nonprofit that provides pro bono professional assistance to Lawrence and Haverhill charities.  She has over 19 years experience in the corporate world, where she worked as a corporate trainer, account manager, software consultant, and quality assurance engineer; interfacing directly with corporate customers at all levels of the managerial hierarchy.   Prior to entering the corporate world, Joan worked in the public schools as both a teacher of behaviorally troubled adolescents and as the special needs liaison in an educational collaborative. Her most recent position working for Community InRoads is a natural fusion with her passion for social and environmental justice.  For over 15 years, the majority of her free time was spent addressing environmental issues in the Merrimack Valley, serving as president for the grass-roots environmental group, People for the Environment and co-chair of Merrimack Valley Environmental Coalition.  Her environmental activism led her to the city of Lawrence where she partnered with several of the City’s nonprofits.   She is also the founder of North Andover’s Solid Waste Advisory Committee, sits on the Board of Directors for the Boston-based organization Clean Water Action; is a member of the Advisory Board for Family Service and served on the YWCA’s Nominating Committee.  She is the recipient of A Woman of the Year Award from the nonprofit, Delamano, and the Dr. Nina Scarito Leadership Award.
Judith Kamber is founder of Co-Creating Communities of Practice (organizational development for non-profits, education, human services).  Judith retired (2013) from Northern Essex Community College as Dean of Professional Development, Emerita. She has over 25 years of experience as a trainer in diversity, cultural inclusion, and coalition building. Judith is Board Chair of Community InRoads and VP on the Board of Theatre in the Open at Maudslay State Park.

MC5 Yes! You Can Be a Great Board Member
Simone P. Joyaux, ACFRE, Adv Dip, Principal, Joyaux Associates
Do you want to serve on a board? Are you already serving on a board and want to do better? Is your nonprofit looking for new, competent board members? Then join this session. Get ready for tough talk, laughs, and candid answers to your questions.

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Learn the fundamentals before you join a board. Follow best practices when you serve on a board. And hey, executive directors, you have to guide all this! Knowing the right stuff makes confident board members and a great board. Things like: Distinction between board and board member; Roles and performance expectations; Questions you should ask before you join a board; Support you should expect when serving; And more!
Presenter Bio
Simone P. Joyaux, ACFRE, Adv Dip is described as “one of the most thoughtful, inspirational, and provocative leaders in the philanthropic sector.” She specializes in fund development, strategic planning, and board development. Simone speaks worldwide (e.g., Mexico City, London, Paris, Italy, Belgium, Australia, New Zealand, The Netherlands, Slovakia). She also teaches in the philanthropy graduate program at Saint Mary’s University, Minnesota. She’s written three books: Keep Your Donors. Strategic Fund Development (in its 3rd edition). Firing Lousy Board Members. She’s contributed to several other books, writes for the Nonprofit Quarterly, and blogs as Simone Uncensored. Simone has founded two organizations and serves regularly on boards. Currently she serves as chair of the Board of Planned Parenthood of Southern New England. She also chairs the Advisory Board for the Hartsook Centre for Sustainable Philanthropy at Plymouth University, U.K. She and her life partner have bequeathed their entire estate to charity.

MC6 A Board Member’s Guide to Strategic Thinking, Planning and Acting for Impact
Gayle L. Gifford, MS, ACFRE, co-President, Cause & Effect Inc.
Dive deep into the principles and practice of strategic planning for impact. With Gayle’s four questions, practical approach and helpful tools, you’ll learn to design a planning process that will take you from strategic thinking to strategic action.

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In this time of mega change, you can't afford not to act strategically. But acting strategically requires a knowledge of how to think and plan strategically. In this workshop you'll dive deep into the principles and practice of strategic thinking, planning and action. You'll learn the four questions every plan must answer. You'll learn how to gather and analyze valuable data and stakeholder feedback built on systems thinking and not superficial SWOT analysis. You'll explore the choices for engaging your board and staff in the process, building knowledge and support for moving forward. Gayle will even demystify scenario planning, logic models and theories of change. Leave with a practical step by step approach and helpful tools to enrich your planning and action.
Presenter Bio
A nationally-respected consultant, author and trainer, Gayle brings to the IFT her 30 years of experience providing strategic advising and consultation to the nonprofit and public sectors. Gayle's work enables organizations and networks to achieve consensus on their strategic direction and build needed capacity to realize their community impact. An adjunct instructor at Brown University and a board member herself, she is co-researcher on the national study Voices of Board Chairs. Gayle is author of two books and contributor to four others on nonprofit governance and fundraising.

MC7 Financial Management for Nonprofits: Adaptability in a Changing Landscape
Jihye Gyde, Associate Advisory Services and Lisa Thirer, Manager Strategic Advice, Nonprofit Finance Fund
This interactive session aims to build your board’s ability to assess, understand, and manage the financial health and adaptability of your nonprofit organization.

Presenter Bio
Jihye Gyde is an Associate in Advisory Services. In this role, Jihye focuses on Advisory Services client delivery and institutional knowledge management. Previously at NFF, Jihye served as a New Sector Fellow, redesigning NFF’s financial analysis engine and streamlining formal knowledge sharing. Jihye’s previous experiences include providing analytical support at the US Attorney’s Office, delivering political education presentations for the German Institute for Political Education in Baden-Wurttemberg, Germany, and conducting program effectiveness analysis for the Foster Grandparent Program with the Department of Human Services. In the Boston community, Jihye leads on the Grants Executive Team of The Philanthropy Connection, a women’s grantmaking collective, and can be found mediating cases in the Massachusetts District Court system as a volunteer. Jihye holds a BA in Government from Harvard University.
Lisa is a Manager of Advisory Services based in NFF’s Boston office. In her role, Lisa works to strengthen the financial health and literacy of nonprofit clients through customized one-on-one engagements and workshops. She previously worked in public health, international education and youth development roles in both domestic and international settings. Prior to NFF, Lisa worked in healthcare management in Australia with a focus on the integration of health care services and increasing access to marginalized and disadvantaged population groups. She received her MBA at Heller School for Social Policy and Management at Brandeis University and a BA in Human Development at Binghamton University.

11:45–1:00  Workshop Session 2

 

W2A Funding for What? How to Build a Crystal-Clear Case for Support
Sarah M. Jackson, CFRE, President, Sarah J Consulting
All nonprofits need more money—but few explain their funding priorities effectively. Exactly how will philanthropic gifts advance your goals? This session offers concrete steps toward building a clear and compelling case for support.

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Why is your organization a dependable steward of charitable giving? In this session, you will learn how to build a strong case for donor support by:
  • Asking the right questions internally to gain clarity and alignment around mission, vision, and goals.
  • Identifying specific funding needs and taking productive steps to describe them in detail.
  • Creating a messaging platform from which all content will flow.
  • Committing to the four C’s of case-building.

New and experienced board members, board chairs, and executive directors will leave the workshop with concrete tools for building or enhancing their nonprofits’ fundraising content.

Presenter Bio
As president and founder of Sarah J Consulting (SJC), Sarah helps mission-driven organizations to raise more money and tell their stories effectively. SJC excels at fundraising plans, proposal and case writing, program strategy, foundation relations, campaigns, and Development marketing—helping clients to raise over $3M since the firm’s 2012 founding. Before SJC, Sarah worked for some of the nation's top medical and educational institutions. At Harvard, she brought a renewed focus to corporate and foundation fundraising in advance of the university’s $6.5B campaign. At Dana-Farber Cancer Institute, she helped to raise $14M toward the hospital’s historic $1.1B campaign. At Brigham and Women’s Hospital, she crafted articles, case content, and other written pieces to inspire philanthropy. Sarah grew up in Methuen and now resides in Lynn with her husband Corey and son Milo. She is a summa cum laude graduate of Emmanuel College and a 2013 North of Boston Businesswoman of the Year.

W2B Conversations with the Attorney General’s Office
Jon Green, Assistant Attorney General, Office of the Attorney General of the Commonwealth of Massachusetts
Join the AG’s Office for an update on the fiduciary responsibilities and legal issues that all board members must understand to carry out their roles.

Presenter Bio
Jon Green is an assistant attorney general in the Non-Profit Organizations/Public Charities Division of the Office of the Attorney General. He has held this position since 2008. Previously, Jon worked in the law department of a large municipality, focusing on litigation matters. He also worked for the law firm of Bingham McCutchen, as an associate in the project finance group. Jon received his undergraduate degree from the University of Pennsylvania and his law degree from the University of Chicago Law School.

W2C Shifting to an Outcomes-Informed Culture
Sarah Morrill, Director of Outcomes and Evaluation, Plummer Home for Boys & Amanda Sutter, Director of Evaluation and Research, YMCA of the North Shore
More is expected with less and agencies seek to quantify impact and improve services. This presentation will outline how the board can take steps to embed learning and improvement into nonprofits through strategic use of outcomes and evaluation.

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Measurement is not solely about data, it requires an understanding about those we serve, what we desire for them and what we do best to serve them. It must align to the strategic plan of the organization and inform both practice and use of resources. Attendees will learn how outcome measurement and program design are intricately linked as well as how important staff and stakeholder inclusion is throughout the process. When intentionally inclusive, integrating outcomes can change an agency’s culture to embrace learning and innovation and to improve results. Illustrated through hands-on activities, attendees will learn where to start, who to include, and how to analyze current programming to establish short-term outcomes and begin to plan for measuring longer term impact.
Presenter Bio
Sarah joined the Plummer team after having worked with leadership on the development of the Plummer Home Intervention Model and outcomes management structure. With nearly twenty years of professional experience in human-service related data analytics, outcome measurement and program design, Sarah is expanding outcomes management across all Plummer programs. Since 2004, Sarah has been committed to improving outcomes for under-served youth through her volunteer efforts within the Salem community, serving on a variety of boards, currently as co-chair of the Salem Award for Human Rights and Social Justice. Sarah has a BA in Sociology from Boston College and an MSW from Columbia University.
Amanda is working to build the NSYMCA’s first evaluation system to demonstrate the Y's community impact. With Master’s degrees in Educational Foundations and Social Work from the University of Michigan, she has worked in evaluation across multiple sectors including afterschool programs, substance abuse prevention coalitions, housing, poverty disruption, and youth mentoring. She also works to advance the region by developing the Greater Boston Evaluation Network which brings together all those doing evaluation-related work to build skills and share resources. She is dedicated to using the best of evaluation and research to improve systems and practices that help organizations to use data for continuous improvement and to achieve greater impact.

W2D Rising Above the Noise: The Dos and Don’ts of Persuasive Communications
Shaun Adamec, Founder & President, Adamec Communications
This session cuts through the standard, empty rules of strategic communications, and examines the science behind how words and frames can cause our audience to think and act in certain ways. We will explore how your initial instincts on messaging may actually be causing your audiences to move further away from your mission, and the research that proves it.

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Know your audience. Avoid jargon. Tell stories. We have all heard the standard, consultant-created rules for strategic communications. This workshop is designed for nonprofit professionals that are frustrated by the fact that they are following all the standard rules, and still find it impossible to rise above the noise. Why does the opposition get all the press? Why do our detractors command so much attention? Why can't we penetrate the public dialogue with our messaging? Participants will learn how a public narrative is formed and how the public comes to adopt a particular frame around an issue. Participants will explore the dos and don'ts of persuasive communications and examine ways to shift organizational messaging to introduce more compelling and alternative frames to the public narrative. By the end of this workshop, participants will have the tools that they need to identify a public narrative and use strategic framing to shift the way that the public thinks and talks about a particular issue. This workshop is ideal for executive directors, senior staff, and board members as well as dedicated communications directors at small to mid-sized nonprofit organizations.
Presenter Bio
Shaun Adamec is Founder and President of Adamec Communications, a strategic communications consulting practice exclusively serving mission-driven organizations. Adamec is an experienced writer and storyteller, helping to develop narrative, voice, tone and messaging for some of the nation's most noteworthy nonprofit brands, including City Year, Mothers Against Drunk Driving, the American Red Cross, and the Nellie Mae Education Foundation. Additionally, Adamec's experience in government and politics includes communications and messaging support for a City Council, a major-city Mayor, a governor and a Presidential campaign. He holds a BA in Political Science from Providence College and a MA in Government and Political Communications from The Johns Hopkins University, and lives with his wife and three children near Boston.

W2E Investment Management for a Sustainable Future
Georges Dyer, Principal, Intentional Endowments Network & Alice L. DonnaSelva, CFA, Consultant, Prime Buchholz
This program is an introduction to fiscal management, reporting, and governance for directors and executives of all size nonprofit.

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Considering environmental, social and governance (ESG) factors in the investment process is moving to the mainstream. The latest data indicates that the amount of total assets under professional management in the US that use some kind of sustainable, responsible, or impact investing strategy has grown 33% since 2014 to $8.72 trillion dollars. Trustees of foundations and other non-profit organizations are increasingly evaluating how their investment portfolios can support their organizational mission, and not inadvertently undermine it. In recent years there has been a surge in research and evidence that such strategies can financially perform as well or better than traditional approaches. Recent guidance on fiduciary duty also supports the consideration of ESG or mission-related factors in the investment management process. This session will provide an introduction to the concepts of ESG, sustainable, responsible, and impact investing and identify resources to support trustees in learning more.
Presenter Bio
Georges Dyer is Executive Director of the Crane Institute for Sustainability, and a Principal of the Intentional Endowments Network, supporting endowments in aligning investment policies with institutional mission, values, and sustainability goals. For over 15 years he has been engaged in solutions-based, whole-approaches to sustainability. From 2006-2014, Georges served in various roles, including Vice President, at Second Nature to develop and support the American College & University Presidents’ Climate Commitment (ACUPCC) -- a network of nearly 700 colleges and universities committed to achieving climate neutrality in campus operations and integrating climate and sustainability into education, research, and community engagement activities. He has spoken and presented widely at national and regional conferences and individual campuses, and written for Fast Company, GreenBiz, Sustainability: The Journal of Record, and The New England Journal of Higher Education.
Alice joined Prime Buchholz in 2005 and has 14 years of industry experience. Prior to becoming a consultant, she served as an investment analyst for seven years. Alice serves as Chair of the Firm’s Sustainable Investment Committee and is a member of the Global Equity Committee. She provides advice, analysis, asset allocation modeling, and portfolio development support to endowments, foundations, and other types of clients. Previously, she was a research and client service associate at Whitegate Investment Counselors, a fee-only registered investment advisor. At Whitegate, she had the responsibility of maintaining the firm’s recommended investment list and worked on ad hoc research projects, wrote commentary for client reports and helped clients with operational tasks. Alice earned her B.A.A.S. in English Education from the University of Delaware and is a member of CFA Institute/Boston Security Analysts Society.

1:15–2:15  Lunch

Presentation: ECCF’s Impact Essex County: A Community Leadership Project

2:30–3:45  Workshop Session 3

 

W3A Generational Giving: Similarities and Differences
Rick Blain, CFRE, Principal, Richard R. Blain & Associates, LLC
We will explore the motivation to give and the methods of doing so for “millennials” to “matures”.

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We will review the latest national giving trends and discuss what motivates people to give. Then we will explore the similarities and differences regarding the motivation to give and the methods of doing so among Matures, Boomers, Generation X and Millennials. This will lead to a discussion about effective methods of solicitation. And throughout the presentation we will focus upon the acronym PGTPFP, the most important ""take-away"" from this session.
Presenter Bio
Rick is a Certified Fundraising Executive with more than 30 years experience. He established his own firm 20 years ago, headquartered in North Andover. He provides services in the areas of fundraising, public relations, strategic planning, and Board development and training. Fundraising assistance incudes capital campaign planning and implementation, as well as expanding and enhancing ongoing development/advancement programs. He is a frequent speaker at various trade associations and service clubs. Rick currently serves on the following nonprofit Boards: Family Services of the Merrimack Valley, Lawrence Catholic Academy, Lazarus House Ministries, Merrimack Valley General Fund (ECCF), Exchange Club of Lawrence, New England Association of Catholic Advancement and Admissions Professionals.

W3B Small Shop Fundraising: Debunking the Myths (and how you can help!)
Erin J. Henry, Director of Development, CLASS, Inc.
This interactive workshop will provide attendees with a basic fundraising education, offering concrete ideas of how board leadership can partner with staff to raise more money.

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Fundraising is a team sport! In this interactive workshop, participants will get a solid foundation of fundraising basics: corporate and foundation relations, events, and individual giving (from annual to major gifts!). Most importantly, participants will take away an understanding of how they can play active role in each – and how they can help lead their organizations in developing a culture of philanthropy. We will tackle the fundraising myths that can hamper success:
  1. I can’t help – I’m not friends with millionaires (Yes you can!)
  2. My organization has a dedicated fundraiser – that’s their job, not mine (Fundraising is everyone’s job!)
  3. Fundraising is scary (It doesn’t have to be!)

Peers are our best teachers. Please bring your own stories and experiences – and best practices!

Presenter Bio
Erin J. Henry stumbled into a career in fundraising after graduating from college in 2000. She has spent the bulk of her fifteen year career raising money from corporations and foundations for higher education and academic medicine. Erin has also led events teams as well as a philanthropic communications department. In late 2014, Erin took the leap to small shops, where she is currently the Director of Development for CLASS, Inc., an organization dedicated to redefining what’s possible for people with disabilities. As DOD, Erin wears all of the fundraising hats, from grant writing to event management to individual giving.

W3C Best Practices in Board Chair/CEO Relationships
Dave Edwards, President and CEO, ECCF & Jon Payson, Chairman of the Board, ECCF
Join this discussion on the fundamentals of a successful Board Chair/CEO relationship and how organizations benefit from this strong partnership. We will also discuss what happens when this relationship isn’t working and strategies for resolving differences.

Presenter Bio
Dave Edwards began his term as ECCF's CEO January 2015. He brings almost 15 years of successful leadership with community foundations and expertise in the nonprofit sector, and over 15 years of higher education administration experience in the Greater Boston area. Before coming to ECCF, he has served for eight years as a principal with Sutherland ~ Edwards LCC, Consultants to Philanthropy, a consulting firm that has worked with over 40 community foundations as well as regional and national nonprofits both nationally and internationally. Before that, Edwards was the founding CEO of the Community Foundation of San Luis Obispo County in San Luis Obispo, CA, where he oversaw all aspects of operations, asset development, marketing and endowment management. During his six-year term there, he worked with the board to grow the Foundation’s total assets from $60,000 to over $23 million. Edwards has deep ties to Essex County. His mother was born in Marblehead and his ancestral grandfather, Francis Norwood, came to Gloucester in the late 1600’s. He holds a certificate in strategic management for nonprofits from Harvard Business school and a master's degree in educational administration from the University of Vermont.
Jonathan Payson graduated from Yale University in 1979 with a BA in Economics and Political Science. After eight years at a private investment firm in New York City, Jon joined Wellington Management Company, LLP in 1987, becoming a senior vice president and partner in 1995. Jon held a variety of management roles at Wellington, overseeing a global relationship management group and the firm's corporate operations. In addition, Jon was the president and chair of the board of the firm's national trust bank subsidiary during his tenure at Wellington. A former Marine Corps Reserve officer and Gulf War veteran, Jon is a volunteer pilot for the Veterans Airlift Command and serves on the finance committee of More House, the Catholic Center at Yale University, where he is a past president and trustee. Jon lives in Manchester. He joined the ECCF board in 2011.

W3D Nonprofit Governance: Duties and Responsibilities of Board Members
Thomas L. Guidi, Partner, Hemenway & Barnes LLP
Learn what the law says about the duties and responsibilities of board members, and hear some practical advice on how to limit liability and make the most of your board service.

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This workshop provides an overview of nonprofit governance with a focus on the duties and responsibilities imposed upon board members by Massachusetts law and how to satisfy those duties and responsibilities in a way that makes board service both productive and rewarding.  Most board members have a pretty good idea as to their responsibilities, but few are aware that some of these responsibilities are actually legally mandated.  In this program we will explain the legal mandates and the best ways to ensure conformance.  Board members, officers and staff will all benefit from attending.
Presenter Bio
Tom Guidi is a partner in the Boston law firm of Hemenway & Barnes LLP where he has practiced since 1979. A principal focus of Tom’s practice is the representation of nonprofit organizations. He has assisted nonprofits in a wide variety of real estate, governance and organizational matters, including updating their by-laws, mergers and dissolutions. His nonprofit clients include educational, community, and religious organizations. Tom currently serves on the Board of Trustees of St. John’s Preparatory School and its Executive Committee, the Executive Board of the Dartmouth Educational Association, and the Board of Directors of the Real Estate Bar Association for Massachusetts and its Executive Committee. Tom lives in Danvers.

W3E Crafting your 30-second Elevator Pitch
Beth Francis, VP for Development, ECCF
You often have less than 30 seconds with a prospective donor or key constituent to educate about the work of your nonprofit. Learn how to use those 30 seconds to deliver an effective message that opens further communication.

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Your nonprofit does great work, but it can be difficult to succinctly articulate the mission and impact. In today’s busy world, you often get less than 30 seconds to educate and motive a listener to open the line for future communication with a prospective donor, legislator or community leader. Trustees and Executive Directors will learn the important elements of a 30-second elevator pitch and how to deliver it with passion. Attendees will breakdown their nonprofit’s mission and impact into bite-size pieces that a listener can understand and digest. You will leave with tips on how to use “close” materials and develop strategies designed to get a future visit.
Presenter Bio
With more than 25 years of development and communications experience, Beth joined ECCF in 2017 as VP for Development. Previously with the YMCA of the North Shore for over 20 years, she served as both Director of Product Development and, for the last nine years, as Chief Development Officer. In this role, Beth has raised vital funds for annual, capital, and endowment support, while building the brand of the organization. She is a graduate of Marquette University, with a Bachelor’s Degree in Public Relations and Communications.

W3F How Advocacy Accelerates Your Mission
Rick Jakious, District Director, Congressman Seth Moulton, U.S. House of Representatives
Effective policy advocacy and lobbying can be a game changer for your nonprofit and the people it serves. Break through the myths, confusions and stereotypes to become an effective advocate.

Presenter Bio
Rick Jakious serves as district director for Congressman Seth Moulton, and was the Chief Executive Officer of the Massachusetts Nonprofit Network. Prior, Rick played critical leadership roles over 13 years at City Year, Inc., helping to establish a program in Seattle, WA; turn around its founding site in Boston, MA; and refresh its flagship national corporate sponsorship program. Rick has also served in several roles with U.S. Representative Brian Baird, including Northern District Director and manager of the Congressman’s successful 2004 campaign. He is an active volunteer with RAW Artworks in Lynn and the John F. Kennedy Presidential Library. Rick resides in Swampscott with his wife, a middle school math teacher, and two young boys. He is a graduate of the University of Massachusetts, Amherst.

W3G The Essential Board Plan
Stefanie Joy Muscat, Founder and CEO, Bevara
Join us for a fast-paced, interactive workshop on a simple yet powerful board practice—creating an annual board work plan—that can dramatically benefit your board.

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First we’ll identify the key governance roles of boards. Next we’ll introduce an engaging way to help your board self-assess its performance relative to these roles, in a way that helps you set annual board goals. We’ll show you how to build a simple structure of clear accountability for implementing those goals, and how to assemble an annual board work plan. You’ll walk away with a free template for your board plan, and an understanding of how you can complete most of the work in a single two-hour board meeting. This workshop is ideal for board chairs and executive directors. Participants will learn:
  • How to build a shared understanding of the governance roles of boards
  • How to lead an engaging board self-assessment of board performance in each of those roles
  • How to set annual board goals and a structure of committees and champions to be accountable for accomplishing those goals
Presenter Bio
Stefanie Joy Muscat is the founder and CEO of Bevara, an international management consulting firm that works with nonprofit entities to ensure their long term relevance and  sustainability, effective governance, and financial success. Bevara was founded in 2004. Stefanie is a 20 year veteran of the field, holding a wide range of positions, from Public Relations Coordinator to Executive Director, and Board Member. She is also Adjunct Faculty at Northern Essex Community College, where she created their Nonprofit Management Certificate Program, and teaches a variety of business courses.

W3H Budgeting Dos and Don'ts
David Orlinoff, Chief Financial Officer, Facing History and Ourselves
This presentation will highlight key considerations in the collaborative development of annual operating budgets and preparation of grant budgets.

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In this session, participants will learn about techniques for creating useful budgets for the entire organization, with an emphasis on collaboration through the entire process. Commonly-encountered errors will be addressed so that attendees can learn to recognize and avoid them. In addition, a portion of the session will focus on the preparation of grant budgets that effectively communicate funding needs and prevent shortfalls in revenue sought and achieved.
Presenter Bio
David Orlinoff is the CFO of Facing History and Ourselves and a financial consultant in the nonprofit community. Over the last 25 years David has worked with over 65 nonprofits as an interim CFO or on a project basis. He is the past board president of Third Sector New England and is a board member of the Boston Jewish Arts Collaborative. He serves on the audit committee of the United Way and teaches nonprofit financial management in graduate programs at BU and Tufts.

 

3:45–4:30  Toast to Trustees Reception

Chart of Workshops by Track

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