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.

The New York City Human Rights Law is one of the most protective anti-discrimination laws in the country, and will be expanding this fall to include prohibitions against inquiries into salary history and prohibitions against discrimination based on status as a current or former military servicemember. The NYC Commission on Human Rights will discuss some unique protections under the Law, including protections against discrimination on the basis of gender identity/gender expression discrimination, pregnancy, and criminal history, and will also discuss the implementation of the new salary history provisions of the Law, which go into effect on October 31.

Key Takeaways:

  • Understand key provisions of the NYC Human Rights Law and the information and services the Commission provides employers.
  • How to create policies and practices that comport with the NYC Human Rights Law, and how to create a workplace environment that is inclusive and respectful.

Area of Excellence: Diversity, Inclusion, & Equity

Tuesday, October 31, 2017 - 9:30am - 11:00am | Click here to register.

This workshop will cover the basics of retirement plans: how they work, their importance for employees, the different types of plans, and what to consider in designing a plan. It will also include information for those who administer ERISA plans or want to learn more about them. Topics will include the day-to-day administration of such plans, filing requirements and plan design.

Key Takeaways:

  • Which type of plan will work best at your organization
  • Understand the difference between retirement plans
  • Understand responsibilities of offering a plan

Area of Excellence: Financial Management

Wednesday, November 1, 2017 - 9:30am - 11:30am | Click here to register.

The Office of the Attorney General, the Department of State, and the IRS have implemented increased regulations impacting the nonprofit sector. This session will help you assess your organization’s status and develop a plan for amending missed filings and for staying on track in the future.

Key Takeaways:

  • Assessing your organization’s status;
  • Understanding board responsibilities and best practices; and
  • How to stay on track with filing requirements.

Area of Excellence: Financial Management

Wednesday, November 8, 2017 - 9:30am - 11:30am | Click here to register.

Even if you updated your organization's bylaws and corporate documents when New York's nonprofit law changed in 2014, recent additional changes to the law mean that you should be updating your bylaws and conflicts policies once again, and taking advantage of some newly clarified governance rules. After reviewing highlights of earlier changes to the nonprofit law, we will describe the latest amendments to the Nonprofit Revitalization Act that became effective in spring 2017.

Key Takeaways:

  • Identify bylaw provisions that may need updating
  • Better understand how and a conflict of interest policy should function to protect a nonprofit
  • Understand how to maximize a nonprofit board’s ability to function through use of committees

Area of Excellence: Governance

Wednesday, November 15, 2017 - 9:30am - 11:30am | Click here to register.

Strategic Planning Readiness: Assessment, Aspirations, and Alternatives

Strategic planning is one of the most important management tools successful organizations can employ. But organizations often feel the pressure to take on strategic planning before they are ready. Or they believe a strategic plan will solve all their current challenges when an alternative might be more suitable. How do you know your organization is ready to take on a strategic planning project? What can you do to prepare your organization for a successful strategic planning process? What alternatives do you have if you’re not ready? This interactive workshop will explore these questions and provide attendees with the tools to assess their organization’s readiness for strategic planning.

Key Takeaways:

  • Understanding what a strategic plan is and isn’t.
  • When to engage in a strategic planning process.
  • What questions to ask to assess your organization’s strategic planning readiness.
  • What other management tools organizations can employ when they’re not ready for strategic planning

Area of Excellence: Results & Impact

Wednesday, January 24, 2018 - 9:30am - 11:30am | Click here to register.

This will be an interactive session with CFO and Finance Professionals. Topics will include: How to get a loan from a bank. What banks expect in a lending package. How banks evaluate your credit request. How to get improved pricing and terms. Plus insider tips on how to improve you chances of getting a yes.

Key Takeaways:

  • What to present to a bank for a loan.
  • How banks evaluate this.
  • How to look professional to a bank.
  • How to get the best pricing and terms.

Area of Excellence: Financial Management

Tuesday, January 30, 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, March 7, 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.

Making The Hybrid Cloud Work For You: Improving Performance While Controlling Costs

As in-house infrastructure ages and bandwidth costs continue to fall, nonprofit organizations are in a great position to take advantage of cloud technology. What functions should move to the cloud? How will security needs be addressed?

The presenters will discuss how to make these decisions and design a hybrid cloud network that is right for your agency. A Hybrid Cloud is a composition of two or more clouds (private, community or public) that remain distinct entities but are bound ogether.

During the session we will discuss a broad range of cloud computing trends. We will review different designs and provideexamples of how some agencies are working in a hybrid or full cloud environment. This will be an interactive session catering to specific questions attendees have about cloud computing, including ballpark costs.

Key Takeaways:

  • Understanding the next round of cloud computing and how each organization can benefit.
  • Understand how to get past the sales jargon they confront each day and make informed decisions that benefit the agency they work for.
  • Concrete ideas to improve network and staff performance through cloud resources, bandwidth and redundancy.

Area of Excellence: Information Technology

Thursday, December 7, 2017 - 9:30am - 11:30am | Click here to register.

So Many Prospects, So Little Time: Fundraising Planning and Prioritization

How can you make sure the time you spend of fundraising is being invested most wisely? How can you assure that your daily choices on how to spend your time will add-up to achieving your nonprofits fundraising goals. This session will help executive directors and development directors align their limited time and resources to get the greatest fundraising impact both immediate and in the long-term.

Key Takeaways:

  • Tools to evaluating your donor base and donor prioritization
  • Developing plans to reach development goals that help you prioritize throughout the year
  • Getting buy-in from key team members - ED, board, staff

Area of Excellence: Fundraising & Resource Development

Thursday, January 25, 2018 9:30am - 11:30am | Click here to register.

Policies, Processes, and People: Building Your Leadership Pipeline Through the Lens of Diversity, Equity, and Inclusion

We will explore the processes, policies, and practices for building diversity into the leadership pipeline and management’s role in building the pipeline and in cultivating a culture of diversity and inclusion that can support the pipeline.

Participants will learn how to ensure that organizational leadership development policies, processes, and practices:

  • Lead to increased numbers of diverse candidates for leadership development opportunities.
  • Create a culture in which diversity, equity, and inclusion is aligned with and supported by the organization’s leadership development and succession planning efforts.
  • Build greater accountability and hold supervisors and managers responsible for creating a diverse, inclusive, and equitable work environment that enables employees to achieve their highest potential and contribute to the organization’s future needs or plans.

Area of Excellence: Diversity, Equity, & Inclusion

Wednesday, January 31, 2018 - 9:30am - 11:30am | Click here to register.

Nonprofits often take a messianic view toward the arrival of new board members. They hope new arrivals will bring fresh energy, ideas, and networks to break the cycle of 'been there, done that' that can pervade meetings of long-standing boards of directors. How can we assure that our newest board members act as our allies for change, right from the start, raising the bar for board engagement instead of settling in at the lowest common denominator? At this workshop, we will share strategies for firing up new recruits, integrating them into the board team so as to make their enthusiasm willingness to take action infectious.

Key Takeaways:

  • Ways to identify and recruit board members
  • Strategies for firing up new board recruits and integrating them into the board team
  • Laying the foundation for a successful board recruitment process

Area of Excellence: Governance

Wednesday, February 28, 2018 - 9:30am - 11:30am | Click here to register.

Planning for Impact: Using Logic Models to Clarify Program Key Results

Creating quality programs isn't easy. Outside influences, multiple stakeholders, tight timelines and budgets – it can be difficult to know where to start, let alone how stay on track. Enter the logic model. Because of its user-friendly template, the logic model helps articulate and draw connections between a program’s resources, services and desired outcomes. While incredibly helpful for planning purposes, the completed model also serves as a snapshot of your program’s various components—making it equally valuable for marketing and assessment.

Key Takeaways:

  • An understanding of the logic model's components (needs, inputs, activities, outputs, outcomes)
  • A user-friendly template you can use right away to make your planning (and ultimately your programs) more effective
  • The ability to plan more results-focused programs

Area of Excellence: Results & Impact

Tuesday, March 6, 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.


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

Health insurance is an ever changing industry with new twists and turns each year. This workshop will focus on the latest changes and trends for 2018. We will take a deep dive into the latest plans and rates in the small group market segment (1 to 100 full time equivalent employees) and explore various strategies to consider implementing within your organization. In addition, we will touch upon relevant compliance issues like the New York State Paid Family Leave Act.

Key Takeaways:

  • Prepare you for your 2018 health insurance renewal
  • Learn about new health insurance plans and trends
  • Gain insight on rate increases to help with budgeting

Area of Excellence: Human Resources

Wednesday, November 8, 2017 - 1:00pm - 3:00pm | 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.

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.


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.


Are you a plan administrator for your organization’s retirement plans? Join this forum to hear from experts on retirement plan management. Topics will include best practices in decision making, operational context and legal compliance concerns, and programs that can help your organization manage these responsibilities.

Key Takeaways:

  • Understanding of what it means to be an investment fiduciary and an operational fiduciary with a 403b ERISA and 401k plan
  • How to off load both of those responsibilities

Area of Excellence: Financial Management

Thursday, November 16, 2017 - 9:30am - 11:30am | Click here to register.

Mark your calendars for this year's New York Community Trust Nonprofit Excellence Awards Best Practices Workshop & Awards Presentation. The annual event will be held on Friday, December 1, 2017 at the CUNY Graduate Center.

The New York Community Trust Nonprofit Excellence Awards encourage excellent management and governance practices by nonprofits and honor outstanding management excellence in the New York City area's large and diverse nonprofit community. The Awards program is managed by NPCC in collaboration with The New York Community Trust, Philanthropy New York and The Clark Foundation. WNYC is the media sponsor.

This year three winners participate in a Best Practices Workshop to discuss their management strengths and detail the strategies and practices that led to their selection. A networking breakfast will precede the Best Practices Workshop; the Awards Presentation and a reception will follow. A detailed agenda will be posted in October.

Learn more about the Awards at https://www.npccny.org/nonprofit-excellence-awards/.

Friday, December 1, 2017 8:00am - 1:00pm | Click here to register.

Questions? Contact Education & Training Manager, Joseph Taylor, at jtaylor[@]npccny.org or call 212-502-4191 ext. 238.

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.