Upcoming Workshops & Forums

Organized By Level

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.


No prior knowledge. Attendees will not need significant prior knowledge of the subject area.

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

Area of Excellence: Governance

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

Intellectual property is a complex and dynamic area that affects nonprofits. the intellectual propoerty of a nonprofit can be one of its most significant assets, so securing it is critical. Common issues that arise include protecting names and logos, copyrights, patents, trademarks, publicity rights, social media and more.

Key Takeaways:

  • Overview of major forms of intellectual property and licensing
  • Gain an understanding of your nonprofit's rights and liabilities
  • Practical tips for implementing rules, best practices, and protections for your entity

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

Tuesday, March 20 – 9:30am -11:30am | Click here to register.

As charities seek to attract and retain donors to support their programs, they operate within a legal framework that offers challenges and opportunities. Community-based and other nonprofits are under pressure to diversify their funding sources to include a range of private foundations, corporations, government and individual funders. Expanded ways of fundraising, including special events and online communications, have opened up innovative avenues to support fundraising efforts. This in person workshop will provide an overview of the federal and state laws that apply to nonprofits that are fundraising in New York, including documentation and disclosure rules imposed by the Internal Revenue Code, state charities registration and reporting, the use of volunteer and paid fundraisers, and steps to avoid deceptive solicitation.

Key Takeaways:

  • Better understand regulatory framework in order to better support the organization’s fundraising activities.
  • Learn how to follow laws and regulations related to documentation of gifts.
  • Learn to recognize and steps to address legal issues related to particular types of gifts.

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

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

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.

You have your website, but how do you get people to get through the front door? The answer: strategic content marketing. If you can get your site to the first page of Google, you gain incredible opportunities. Want your site to be authoritative and relevant? Of course you do. That's why writing for the web to attract both humans and robots is so important. At this session, you will learn more than just the theory behind content marketing and SEO. Discover how to decide what to write and how to write it in order to grow organic traffic by 20% year over year. You'll walk away with clear steps to immediately implement and measure this strategy at your organization.

Key Takeaways:

  • How SEO and content marketing work
  • Keyword research framework and tools
  • An editorial process you can easily implement at your organization
  • How to track your content and measure success with Google Analytics

Area of Excellence: Information Technology; Communications

Wednesday, May 2, 2018 - 9:30am - 11:30am | Click here to register.

During this session, we are going to explore the evolution from traditional performance management to agile performance management. Studies indicate that once a year performance review isn’t getting the best from the employee for the organization. The preferred method would be a continuous review that take place throughout the year on an ongoing basis. Although daunting, we will discuss small steps you can take to include near-term objective setting, regular one-on-ones or check-ins, coaching, and real-time feedback into your performance management system all while using online-based tools and aligning individual goals to organizational goals, values, and culture.

Key Takeaways:

  • Learn how to start a performance management analysis process
  • Have a road map of the areas that should be explored when revamping a performance management system
  • Have a better understanding of how to align a performance management process with their organizational goals, values, and culture

Area of Excellence: Human Resources

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

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

Tuesday, June 5, 2018 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

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


General Prior Knowledge. Attendees will be familiar with the topic, but only assumed to have general knowledge.

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

Area of Excellence: Financial Management

Wednesday, March 21, 2018 - 9:30am - 11:30am | Click here to register.

Social media is a key element in any marketing and communications program. But with so many platforms and so little time and staffing, how does an organization get the most out of its social media efforts? While the platforms are new and evolving, many of the same principles apply. In this workshop, we will talk about how to define your overall communications goals and create social media goals to support them. How to identify and target the right audiences and from there how to select which platforms to prioritize and what kind of content you will need to create. At the end, you should have a clearer picture of where you want to focus your efforts.

Key Takeaways:

  • Defining the main social media platforms, including audience demographics and methods of engagement.
  • Connecting your social media activities to your organization’s overall strategy and its communications and marketing strategy.
  • How to prioritize your activities by targeting audiences.
  • How to identify immediate actions you can take.

Area of Excellence: Communications

Thursday, April 5, 2018 9:30am - 11:30am | Click here to register.

An organization’s ability to understand, measure, and communicate about its impact is more important than ever. Funding depends on it. So does internal decision-making. Yet many nonprofits still struggle with outcome measurement. Struggle no more! This workshop will cover what outcome measurement is (and what it is not), offering practical steps you can take right away.

Key Takeaways:

  • An understanding of key outcome measurement terms and concepts
  • The ability to differentiate and see the relationship between outcomes, outputs and indicators
  • Strategies to develop meaningful, appropriate, and practical measures for your outcomes

Area of Excellence: Results & Impact

Tuesday, May 15, 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

Thursday, May 31, 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.

Area of Excellence: Financial Management

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

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

Wednesday, June 13, 2018 9:00am - 12:00m | 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

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

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

Thursday, July 19, 2018 9:30am - 11:30am | 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.

Area of Excellence: Communications

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


Intermediate Prior Knowledge. Attendees should have intermediate knowledge of the subject area before arriving.

Does your annual fundraising plan need a refresh? Do you need to create one from scratch? This interactive workshop will provide you with tips and tools for creating a realistic blueprint that will guide you through a year of success. An annual fundraising plan is imperative for organizations of any size, as it provides the roadmap to guide development staff, board and volunteers toward goals to sustain the mission. Small development teams often lack the resources to develop realistic goals, from multiple revenue streams, and to keep on track throughout the year when everything fundraising related seems like a priority.

This collaborative workshop, led by seasoned fundraisers who have created scores of development plans for grassroots organizations over the years, will prepare participants for laying the groundwork for a successful annual fundraising plan with diverse revenue streams and limited staff resources.

Key Takeaways:

  • Elements of a solid development plan with diverse revenue streams, including budgeting basics
  • Needs assessment and goal setting to increase giving
  • How to expand donor communications to activate giving
  • Plan a customized development and communications calendar for victory

Area of Excellence: Fundraising & Resource Development

Thursday, March 22, 2018 - 9:30am - 11:30am | Click here to register.

Rekindle the spirit of fundraising among your board, including adding new fundraising enthusiasts and losing the fundraising-shy “old guard” without losing friends. Learn how to assess your board’s fundraising strengths and weaknesses, and dramatically shift its fundraising culture. Even if your board has gone years without embracing its fundraising duties, with the right strategies you can raise their sights and boost their abilities to enthusiastically turn friends and fans into year-round supporters.

Key Takeaways:

  • Identify what is holding their board back from fundraising
  • Draw lessons from what worked if your board mobilized in a crisis
  • Consider a wide range of specific practices to get your board members back on track
  • Leave with a Board Activation Plan customized to your organization’s needs

Area of Excellence: Governance

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

Why Your Nonprofit Isn't Getting Any Media Traction - And What You Can Do About It
With more than 90,000 nonprofits of all types in New York State, getting your story out through the media can be daunting. Many small nonprofits fail to get their voices heard when up against larger venues with bigger budgets and more PR resources. But there are steps nonprofits can take to get on the media's radar. This workshop will feature a panel of three NYC-based media outlets offering insight into how nonprofits can pique interest - and get their stories covered. The panel will be moderated by Jeff Simmons, EVP at Anat Gerstein, Inc., and a former NYC television and print journalist. Attendees should come with at least one story idea they are struggling with - or wish to flesh out, and will leave with concrete ideas on how to map out a strong media strategy to achieve their communications goals.

Key Takeaways:

  • Why some stories work - and others don't.
  • How - and when - to approach different media outlets.
  • How to show, not tell, your stories.
  • How to generate stories that appeal to the media.

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

Thursday, May 17, 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

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

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

Thursday, August 2, 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

Wednesday, September 12, 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

Area of Excellence: Information Technology

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


Advanced Prior Knowledge. Attendees should have advanced knowledge of the subject area before arriving

“The nonprofit Board model is broken.” You’ve likely heard this sentiment uttered by nonprofit leaders, philanthropists and Board members alike. While unquestionably provocative, there appears to be some truth to it. BoardSource’s leading national survey on nonprofit governance finds that Boards earn on average a B- in overall Board performance. Most boards are mediocre, at best. Many others are failing the organization and its mission completely. It shouldn’t be that way.

There are several high-impact strategies that nonprofit executives and Board leaders can immediately deploy to boost the performance – and thus, overall impact – of their nonprofit’s Board. During this session, Robert Acton – the former Executive Director of Taproot Foundation in NYC and current Principal & Founder of Cause Strategy Partners, LLC - will present six interventions to optimize Board performance. These interventions fall into three key categories: a) driving enhanced Board member contribution, b) better use of Board meetings, and c) a strengthened culture of Board engagement.

Change often takes months of planning, socialization, buy-in and execution. This session is designed for nonprofit executives and Board leaders who need their Boards to improve faster. Utilizing a highly-interactive learning style, this session will arm participants with innovative ideas and specific action steps that will accelerate your Board’s performance today.

Key Takeaways:

  • Understand specific approaches for optimizing Board performance right away
  • Walk away with a specific action plan for improving their Board performance
  • Experience renewed confidence that positive change in Board engagement is possible

Area of Excellence: Governance

Tuesday, May 8, 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

Area of Excellence: Financial Management

Tuesday, April 17 – 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.