Upcoming Workshops & Forums

Organized By Area of Excellence

NPCC hosts 50 workshops each year that are aligned into tracks following the guiding Eight Key Areas of Nonprofit Excellence to provide our member nonprofits with much-needed technical and managerial expertise and information. NPCC’s educational trainings include webinars, full-day workshops, half-day workshops, and advocacy/policy issue updates.

NPCC manages four forums a year, providing an opportunity for experts to come together to discuss and explore a specific topics and issues of importance to area nonprofits.


Results & Impact

The Results Are In! Now What? Understanding & Presenting Your Findings

You've clarified your outcomes. You've even managed to collect some data. Now what? Many nonprofits invest time and energy in measuring outcomes, but don't reap all the rewards of their hard work. They submit findings to funders, and then move on to the next thing. Don't waste this valuable resource! Review your findings. Learn from them. Share them with others. In this session, we will explore various strategies to ensure you can make the most of the data you've collected.

Key Takeaways:

  • An understanding of the "4 Rights of Making Data Relevant"
  • How to determine what kinds of results interest certain stakeholders
  • How to present findings so they "tell your program’s story"

Area of Excellence: Results & Impact
Level: 301 - (Intermediate Prior Knowledge. Attendees should have intermediate knowledge of the subject area before arriving.)

Thursday, August 2, 2018 - 9:30am - 11:30am | Click here to register.

Governance

Nonprofit boards are critical to the success of NYC organizations. This hands-on workshop offers essential information to help boards fulfill their roles. Presenters offer straightforward descriptions, examples and thought-provoking visuals to de-mystify tricky governance terms and concepts. Participants then work in groups on a case study that expands their ability to identify and avoid common governance traps.

Workshop material is based on The Good Governance Blueprint, a free resource developed by the NYC Nonprofit Board Development Coalition, a group of nonprofit governance experts convened by NYC Service, a division of the Mayor's Office. In addition to providing information about the Blueprint, presenters will also share information about other valuable, free resources to support nonprofit board development and director education.

Key Takeaways:

  • An understanding of the roles and responsibilities of individual board members
  • An understanding of the roles and responsibilities of the board on whole
  • Tips on identifying, preventing and -- if needed -- addressing common board problems

Level: 101 (No Prior Knowledge. Attendees will not need significant prior knowledge of the subject area.)

Thursday, February 1, 2018 - 9:30am - 11:30am | Click here to register.

Risk is part of every nonprofit’s landscape. Being strategic involves grappling with the upsides and downsides in order to decide what actions to take. Taking positive risk fuels growth and innovation. Preventing or mitigating negative risk strengthens capacity. Ignoring either can mean lost opportunities or even worse.

This session will be valuable to senior nonprofit leaders with overall responsibility for managing their organizations. The workshop will explore systematic ways to identify and respond to strategic risks, from new business opportunities to changes in the external environment to financial concerns. This will be done through interactive conversation and exercises among the participants.

Key Takeaways:

  • A framework for strategic risk
  • Common types of strategic risks, both positive and negative
  • How to use environmental scanning for early identification of strategic risks
  • How to use scenario planning to grapple with strategic risks after they have been identified

Area of Excellence: Governance
Level: 201 (General Prior Knowledge. Attendees will be familiar with the topic, but only assumed to have general knowledge.)

Thursday, May 31, 2018 - 9:30am - 11:30am | Click here to register.

Financial Management

This workshop will assist organizations in developing multi-year financial projections as part of a their long-term planning process. The program will include an introduction to an Excel-based tool aid in financial planning and model development. The workshop will introduce attendees to:
• Translating programmatic goals into operational strategies
• Understanding and quantifying key operational cost drivers, including personnel costs, OTPS costs, and capital costs
• Projecting cost growth over time based on documented assumptions
• Determining impact of multi-year plans on organizational financial health and reserves
• Modeling alternative scenarios based on different assumptions
• Understanding risk areas and implementing mitigation strategies
• Strategies for monitoring and course correction

Key Takeaways:

  • Translating programmatic goals into operational strategies
  • Determining impact of multi-year plans on organizational financial health and reserve
  • Projecting cost growth over time based on documented assumptions
  • Understanding risk areas and implementing mitigation strategies

Level: 201 (General Prior Knowledge. Attendees will be familiar with the topic, but only assumed to have general knowledge.)

Wednesday, May 30, 2018 - 9:30am - 11:30am | Click here to register.

Reducing Financial Risk: Maintaining Good Internal Controls & Oversight

This workshop will cover the implementation and maintenance of appropriate and cost effective internal controls to reduce the risk of misuse of organizations funds and reduce the chances of misreporting financial information to boards, funders and government regulators.

Key Takeaways:

  • Understanding key areas of vulnerability & financial risk.
  • Developing appropriate & practical accounting policies & procedures.
  • Instituting appropriate oversight and accountability systems.
  • Ensuring that the Organization has the necessary tools to reduce risk.

Level: 201 (General Prior Knowledge. Attendees will be familiar with the topic, but only assumed to have general knowledge.)

Thursday, June 7, 2018 - 9:30am - 11:30am | Click here to register.

Whose idea comes to the top? Does your nonprofit support innovation and build this into the budget? Join this forum to hear from a panel of experts on supporting innovation within the financial management of your nonprofit. Topics will include best practices in decision making, what tools can be used to manage competing interests at the organization, and how to foster a pipeline of innovative demonstration projects at your nonprofit.

Key Takeaways:

  • How make institutional decisions around innovation within the organization
  • Understanding how to prioritize innovation in the budgeting process
  • How to manage competing department and program interest

This forum will be presented by Russell Pomeranz, President and CEO of Claverack Advisory Group. The panel will include

  • Maria Badali, Principal/Lead Consultant of Arkle Consulting Group
  • Maria Lizardo, LMSW, Executive Director of NMIC
  • Timothy Ross, PhD, Managing Director of Action Research Partners
  • Sharon Sewell-Fairman, Executive Director of Workforce Professionals Training Institute (WPTI)

Area of Excellence: Financial Management

Tuesday, June 19, 9:30am – 11:30am | Click here to register.

Preparing for an audit can be a daunting task, but it doesn't have to be. Join us for a fresh perspective on being "audit ready," so the audit process can be less painful for everyone involved!

Key Takeaways:

  • Understand what an audit really is.
  • Understand why an audit is an important process for non-profits.
  • Learn how to be "audit ready" before the fieldwork starts.
  • This workshop will be presented by Eleanor Hume and Rachel DeMatteo, Senior Manager and Manager at Your Part-Time Controller, LLC.

Area of Excellence: Financial Management
Level: Intermediate Prior Knowledge (301 level): Attendees should have intermediate knowledge of the subject area before arriving. (Presenters will define words, as requested, but will generally assume that attendees understand most concepts presented.)

Thursday, July 12 - 9:30am - 11:30am | Click here to register.

A budget requires time and a team effort to create and it should be used as a tool to guide decision making throughout the year and help maintain financial stability. We will provide a step by step process for the “team” creation of an annual budget including preparation, team selection, monitoring, controlling the budget and taking ownership of it. The workshop will also review the latest accounting technologies, i.e. budget software, that can assist in the creation and monitoring of budgets.

Key Takeaways:

  • Importance of a “team” approach and “ownership” of budgeting process
  • Capturing the optimal amount of detail to be used as an effective tool to help meet your goals and avoid pitfalls
  • Benefits of projections and forecasting throughout the year as a result of budget vs. actual variances.
  • Technologies that can assist in the creation and monitoring of budgets.

Area of Excellence: Financial Management
Level: 101 (No prior knowledge. Attendees will not need significant prior knowledge of the subject area.)

Thursday, September 13, 2018 - 9:30am - 11:30am | Click here to register.

Diversity, Equity, & Inclusion

Workforce diversity, equity, and inclusion promotes employee productivity, retention, team collaboration, and commitment, all of which ultimately add value to services provided to clients. Organizational leaders and policies play an important role in setting the tone for a shift towards increased diversity and inclusiveness in an organization. Successful diversity, equity, and inclusion practices can give organizations an edge if they are managed correctly, supported by leadership and employees at all levels, and align with the strategic goals of the organization.

This workshop will help organizations lay the foundation for creating and implementing effective diversity and inclusion policies. Our panel of experts will provide valuable insight on:

  • Key legal components of a diversity, equity, and inclusion policy, including sample language and templates;
  • Considerations when forming a diversity, equity, and inclusion policy, particularly how it fits into the organization’s mission and values;
  • Practical advice for best practices and setting up reporting and accountability processes; and
  • Importance of such policies to the nonprofit sector.

This workshop will feature a panel discussion and time for attendee Q&A. The panel will feature Keisha-Ann Gray, Partner at Proskauer Rose LLP, Danielle J. Moss, Associate at Proskauer Rose LLP, and Robyne Walker Murphy, Executive Director of Groundswell, and will be moderated by Kiisha Morrow, Head of Diversity at the law firm of Cravath, Swaine & Moore LLP.

Co-sponsored by New York Lawyers for the Public Interest and Nonprofit Coordinating Committee of New York

Area of Excellence: Diversity, Equity, and Inclusion
Level: No prior knowledge (101 level): Attendees will not need significant prior knowledge of the subject area.

Thursday, June 21 - 9:30am - 11:30am | Click here to register.

Human Resources

Bewildered by ever-proliferating laws around the employment relationship? This workshop will help you understand the laws affecting hiring, managing, and terminating employees, including brand-new laws affecting workplace harassment, leaves of absence, and scheduling.

Key Takeaways:

  • The legal principles underpinning common HR practices
  • The one thing you must never do when sexual harassment is alleged
  • One simple principle to help you reach effective, legally compliant decisions about your employees

Area of Excellence: Human Resources
Level: 101 (No Prior Knowledge. Attendees will not need significant prior knowledge of the subject area.)

Wednesday, July 25 – 9:30am – 11:30am | Click here to register.

Information Technology

Sometimes things go wrong – A data breach, malware infection, data loss, power outage, or personal emergency can cripple your organization if you’re unprepared. The best thing you can do for your organization is put together a plan before things go awry.

In this workshop, we will focus on what to do when something unexpected happens and ensure you are fully prepared to weather the storm.

Learn exactly what to do before, during, and after an incident occurs. Just as important as knowing which steps to take, is knowing what not to do when things go wrong.

Key Takeaways:

  • Types of disasters that can strike
  • How to think about impact of different disasters
  • Scenario planning exercise

Area of Excellence: Information Technology
Level: 201 (General Prior Knowledge. Attendees will be familiar with the topic, but only assumed to have general knowledge.)

Thursday, July 19, 2018 9:30am - 11:30am | Click here to register.

If you ask nonprofit leaders what they see as the biggest obstacle to improving technology in their organizations, the most common answer is “money”. Other resource constraints such as expertise and staffing are often mentioned as well. Given all these constraints and the incredible pace of technology change, how can nonprofits keep up?

We’ll explore how to identify potential funding sources for different types of technology projects and outline strategies for approaching these funders by building a case for your organization’s specific technology needs.

Over the course of the workshop, we'll be guiding attendees through the completion of a technology fundraising application, preparing attendees for submersion in the Technology Funding Shark Tank. The last part of this workshop will be the "Shark Tank", where selected participants will pitch their project to a panel of sharks comprised of facilitators and audience members.
Key Takeaways:

  • Understand how funding opportunities fit within an overall IT budget or strategy
  • Understand how strategic planning enhances your ability to find and obtain grants
  • How to build a realistic action plan for navigating the technology funding landscape

Level: 301 - (Intermediate Prior Knowledge. Attendees should have intermediate knowledge of the subject area before arriving.)

Wednesday, September 19, 2018 - 9:30am - 11:30am | Click here to register.

Communications

Do you know "that" from "which"? Whether to use the serial comma? How to punctuate dates and states? This fun, interactive workshop on grammar and style in the nonprofit workplace is designed to help individuals improve their own writing and move their organizations toward using standard style guidelines. Participants will learn the answers to frequently asked questions such as when to hyphenate and use semicolons, when to use "who" versus "whom," and how to style dashes, state abbreviations, and numerals. We will also discuss proofreading and editing one's own work to catch typical errors in writing.

Key Takeaways:

  • Top 10 grammar blunders that many writers make
  • Choosing between the University of Chicago Manual of Style and the Associated Press Stylebook
  • When it's okay to make exceptions to the rules

Area of Excellence: Communications
Level: 201 (General Prior Knowledge. Attendees will be familiar with the topic, but only assumed to have general knowledge.)

Wednesday, June 13, 2018 9:00am - 12:00m | Click here to register.

Perhaps you’ve heard the expression before: “the director didn’t earn the ending.” But what does that mean exactly, and how does it apply to non-profit storytelling? This introductory workshop will walk non-profit staff through the process of identifying, collecting, and telling the stories of the local stakeholders you work with.
We will cover the philosophy of storytelling, revealing the key components that one kind find in nearly any story ever told, and why these components are so important for creating an emotional connection to your audience.We will then discuss the nuts and bolts of creatingsuch a story, including basic equipment requirements (most of which you probably already carry around with you). Finally, we’ll discuss how to plan out a more consistent storytelling agenda, so that your organization can regularly produce stories from communities,creating a consistent storytelling presence on social media and in your marketing platforms (emails, website, etc.).

Key Takeaways:

  • The fundamental characteristics and arcs of effective storytelling.
  • How to go through the process of telling someone else’s story, while honoring its authenticity.
  • What equipment your organization will need to capture and produce stories.
  • How to create a a storytelling agenda for your organization.

Level: 201 (General Prior Knowledge. Attendees will be familiar with the topic, but only assumed to have general knowledge.)

Wednesday, August 8, 2018 - 9:30am - 11:30am | Click here to register.

Fundraising & Resource Development

Have you dreamed of working with corporate partners who provide you with enthusiastic volunteers, pro bono support AND funding? These partners are not unicorns – they’re just fish who are waiting for you to find them, hook them and reel them in. As the institutional funding and government landscape shifts, corporate philanthropy is becoming more and more critical to the survival of the non-profit sector. No matter how big or small, your non-profit should be prioritizing corporate giving now as a way to build networks, increase revenue, raise awareness, and stay innovative.

This two hour workshop will give Development Directors of small shops, development professionals looking to specialize in Corporate Giving, or awesome Board members wanting to activate their networks the nuts and bolts of identifying corporate prospects, creating meaningful opportunities to cultivate them, developing tactics for turning them into donors and ensuring that you keep them happy. Attendees expected to come ready to share, pose meaningful questions, challenge me and support one another – but no prior knowledge or work in this field is necessary.

Key Takeaways:

  • Mapping out your organization’s corporate matrix/develop a corporate prospect list
  • Understanding how to maximize your Board’s network and giving them the resources they need to be your most effective ambassadors
  • Creating opportunities for corporate engagement/volunteerism that meet the needs of your clients/constituents
  • How to turn corporate partners into donors

Area of Excellence: Fundraising & Resource Development
Level: 101 (No prior knowledge. Attendees will not need significant prior knowledge of the subject area.)

Tuesday, June 5, 2018 9:30am - 11:30am | Click here to register.

Thinking about a big anniversary bash? Think even bigger than that. Why not celebrate and reap the benefits of your anniversary all year long? Anniversary campaigns can boost your organization’s infrastructure, visibility, and resources well beyond what can be achieved in a single night. Join us for this workshop to learn how you can dramatically raise your profile, build your reputation, increase your number of dedicated supporters, and raise more money -- not just one night, but for years to come.

Key Takeaways:

  • Create an Anniversary Campaign vs. a Single Event
  • Set Visionary Objectives –get beyond the money
  • Build your team -not just for this year but years to come
  • Create and Share a Written Plan

Area of Excellence: Fundraising & Resource Development
Level: 301 - (Intermediate Prior Knowledge. Attendees should have intermediate knowledge of the subject area before arriving.)

Wednesday, June 20, 2018 9:30am - 11:30am | Click here to register.

Does your organization struggle to attract individual donors? Are you asking a small pool of major donor prospects year after year? This session will teach you how to create or refresh and implement a successful individual giving program, with an emphasis on major gifts acquisition. This collaborative training, led by seasoned fundraisers who have launched more than one hundred giving programs, will equip participants with a plan and timeline to increase individual gifts, tips to create irresistible case materials and a solid strategy to grow your fundraising capacity by engaging board members.

Ideal participants are staff and board members who have responsibility for fundraising and resource development for their organizations, and who want to grow funding from individual donors and major gifts.

Key Takeaways:

  • Donor prospect identification, research and qualification cultivation
  • Donor communication and solicitation strategies
  • Case development and creation of solicitation materials
  • Board and staff training strategies

Area of Excellence: Fundraising & Resource Development
Level: 201 (General Prior Knowledge. Attendees will be familiar with the topic, but only assumed to have general knowledge.)

Tuesday, July 17, 2018 9:30am - 11:30am | Click here to register.

It takes the most effort to bring a new donor into your organization, so it is crucial that we build on their interest once they have knocked on the door. We need to offer them the opportunity to deepen their investment and give them a sense of satisfaction with the results of their gifts. In this workshop we will share strategies to effectively implement each stage of the development cycle to develop individual donors and also gain an understanding about people's motivations for giving.

Key Takeaways:

  • Strategies to use year-round program schedule as a springboard for fundraising engagement
  • Tools to identify donors ready for an upgrade
  • Understand the components of an effective ask

Area of Excellence: Fundraising & Resource Development
Level: 301 - (Intermediate Prior Knowledge. Attendees should have intermediate knowledge of the subject area before arriving.)

Wednesday, September 12, 2018 9:30am - 11:30am | Click here to register.


Questions? Contact Education & Training Manager, Joseph Taylor at jtaylor[@]npccny.org or call 212-502-4191.

Attendance may be limited to one person per 501(c)(3) member organization. By registering for a workshop you are making a firm commitment to attend. If you must cancel, please provide at least 48 hours’ notice so that someone else can take your place. Events begin and end on time so please plan your travel and schedules accordingly. If a workshop is marked as sold out, members may still sign up for the wait list in the event that a seat becomes available.

Unless noted otherwise, workshops are open only to NPCC's 501(c)(3) members and are held at NPCC's office at 135 West 36th Street, 15th Floor (between Broadway and 7th Avenue), New York NY, 10018. NPCC is a scent-free environment. Please do not use scented products when attending a meeting.