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  PANO
  777 East Park Drive, Suite 300
  Harrisburg, PA 17111

  Telephone: 717-236-8584
  Fax: 717-236-8767

2010 PANO Events
updated 2/8/10

PANO Program Lineup

For these upcoming programs, click on the title for details and registration information unless otherwise noted. If you choose to register for any of the events, please make sure you first click on the Login option. It will take you to a guest registration option if you are not already in our database. You
 can also review a brief description of all of these programs below. 

 

Pricing: Unless otherwise noted, the half date rates in 2009 are $59 Member/$79 Nonmember and the full day rates are $99 Member/$149 Nonmember.  In 2010, member rates will remain the same, but nonmember rates will increase as follows: Half-Day: $59 Member; $106 Nonmember;
Full-Day: $99 Member; $178 Nonmember.  Joining PANO allows everyone on your board and staff to access the discounted rate and access all of our other benefits and services.

February

9 Building a Development Committee (Webinar) 1.5 CFRE credits

10 Standards for Excellence® - Pass to Excellence (Greensburg) See details for fee schedule

17 Raising More Money for Your Organization (Almost Painlessly) – Harrisburg-- Postponed- new date to be determined
18 Fixing Our Board’s Fiduciary and Fundraising Phobias (Wayne)   Postponed- new date to be determined
19 Fundraising in Challenging Times (Bethlehem) Postponed- new date to be determined

19 Fundraising Practices: Track it Right! Book it Right! Report it Right! (York) $35 PANO Members; $50 Nonmembers

23 Donor Data Decisions: How to Ensure a Smooth Software Transition Free

23 Get Ready, Get Set, Go! IRS Filing Requirements for Charitable Nonprofits Free

24 The Road Less Traveled—Pathway to the Major Gift (Webinar) 1.5 CFRE Credits

24 Standards for Excellence® Clinic Series (Fayette Co.) Session 1 of 4; $150 PANO Members; $250 Nonmembers. 2/24; 3/24; 4/21; 5/12

25 Human Resources Management: The Musts, the Shoulds, and the Don’ts (Norristown)

March

5 Using the Capital Campaign Feasibility/Planning Study to Strengthen Your Development Program (Webinar) 1.5 CFRE credits

18 Standards for Excellence Introductory Session (Webinar) $25 PANO Member; $40 Nonmember

23 Get Ready, Get Set, Go! IRS Filing Requirements for Charitable Nonprofits Free

25   10 Steps to Sponsorship Success: What Nonprofit Leaders Need to Know (Norristown))

26 Marketing Your Nonprofit (Webinar) 1.5 CFRE credits

26 Standards for Excellence Introductory Session (Newtown) $30 PANO Members; $45 Nonmembers

30 Strategic Planning (Williamsport)

April

6 PANO Annual Conference- Hilton Harrisburg: Lessons Learned: The Sustainable Nonprofit featuring keynotes speaker Robert Egger who has been listed as one of Nonprofit Times 50 Most Influential people 2006, 2007, 2008, and 2009. Don’t miss out!

Register Now
Downloadable PDF

Exhibitor Flyer 
Sponsorship Flyer 
Memo to Exhibitors and Sponsors
Interview with Robert Egger

 

 

April 7 is PANO Advocacy Day on the Hill- PA Capitol
Register Now
Downloadable PDF

More details
 

 

14  Fundraising in Challenging Times (Greensburg)

14 - Standards for Excellence® Clinic Series (Philadelphia)
Session 1 of 4; 4/14; 5/18; 6/16; 7/21.

16 Strategic Planning Essentials (Webinar) 1.5 CFRE credits

30 Fundraising as a Profession (Webinar) 1.5 CFRE credits

May

14 Donor Cultivation Strategies (Webinar) 1.5 CFRE credits

21  Relationship Fundraising (Webinar)

Brief Description of Programs

Accounting 101/Budgeting Essentials. Learn critical accounting skills in this highly interactive and hands-on session.  Every action your organization takes has a financial impact on the bottom line. Gain greater confidence with a working knowledge of nonprofit financial operations and your role in the process in this full-day workshop.  Presenter: Doris Fee.   

Are You Ready for a Capital Campaign? (WEBINAR) In this session we will look at the organization’s internal and external readiness to conduct a campaign. We will discuss the infrastructure needed to run a successful campaign—board involvement, staffing, technology, and the case for support. We will also discuss the planning/feasibility study—do you need one, what you should expect from the study, and what to do if the study says you are not ready for a campaign.

Building a Fundraising Board (WEBINAR) with Linda Lysakowski, ACFRE. Does your board refuse to accept their fundraising responsibility? Are they willing but not educated/trained in fundraising? Does the board lack enthusiasm for fundraising? Have you wondered if it is time for an extreme makeover of your board?  If so, this workshop is for you. In this session, we will discuss the role the board plays on the development team; how to involve them in the fundraising process; how to assure that they will enthusiastically get involved with the fundraising efforts of your organization.

Bylaws: The “Constitution” of Nonprofits - The Art and Science of Making Them Work (Webinar)  This presentation addresses the art and science of drafting bylaws. Well-written and formulated bylaws help shape power relationships within a nonprofit organization; provide unambiguous procedures to prevent disputes; and reduce the risks of litigation. Bylaws should provide answers, not raise questions. Come with questions and candidness, and leave with clarity and confidence to draft or edit a workable document. Leave with numerous bylaw benefits:

  • Gain clarity on procedural issues
  • Learn how to avoid, avoid, avoid
    • goal-oriented expressions
    • inconsistent language
    •  passive tense and ambiguities
  • Determine whether your bylaws appropriately answer "whose organization is this?"
  • Understand how to produce an effective document
  • Receive "Annotated" Articles of Incorporation and Bylaws
  • Take home sample forms that work

Developing Your Case for Support with Linda Lysakowski, ACFRE. Whether your organization is embarking on a capital campaign, preparing grant proposals or developing your annual fund materials, the Case for Support is the first critical element in your fundraising program.  In this interactive workshop, we will learn the importance of the case and how it is used, list the key elements in a case for support and evaluate case statements.

The Development Plan - Is your organization stuck in the special event mode? Does your board refuse to accept their fundraising responsibility? Does the rest of your organization’s staff wonder what the development office actually does all day? Is your organization dependent on grants as its sole source of funding? Have you wondered why your development plans do not get implemented? If so, this workshop is for you! In this session, we will discuss the reasons a development plan can help assure success in your fundraising efforts; how to involve your organization's leadership, both staff and volunteers, in the process; how to assure that the plan will be implemented; and how to evaluate success. Participants will leave with preliminary development planning goals for their organization.

Effective Advocacy for Nonprofits with David Ross, J.D. provides the basic knowledge base and resources you need to engage in effective lobbying and advocacy communications.  Get the rules, tools, tips and tricks to help you better communicate with government officials and your community. This is a half-day training for nonprofit staff, volunteers and board members who are thinking about increasing their capacity to engage in public policy.  Participants will hear an overview of nonprofit advocacy and lobbying and learn about the Legislative Process, about Effective Communication, and about Legal Do's & Don'ts.”

Fixing Our Board's Fiduciary and Fundraising Phobias - A workshop designed for nonprofit board members to further your education in fiscal and fundraising responsibilities. Two experts in the financial and fundraising field will work with board members to help reduce your financial exposure and understand how you can participate in the organization’s fundraising activities. You will complete a self-assessment of your fiscal and fundraising practices. Following the self-assessments, the group will work on eliminating weaknesses and strengthening your ability to become a fiscally sound and effective fundraising board.

Learning Objectives:                                                                                   Reduce your board’s exposure to litigation                                               Define prudent practices for investment stewards                                     Evaluate your board’s fiduciary and fundraising performance                   Define the board’s fiduciary and fundraising roles                                      List effective fundraising strategies                                                    Develop board members’ networks

Form 990 TrainingBecause most charity Forms 990 are instantly available on the Internet, they can be the most important public relations document. Unfortunately, they can be traps for the unwary that lead to confusion, serious adverse publicity, and governmental sanctions. These sessions will view the new Form 990 from the perspectives of a donor and a regulator, and discuss best practices for using the Form as a tool to provide transparency on a charity's operations. This IRS Form 990 has been significantly changed from previous versions.  Our presenters bring with them extensive experience in nonprofit law. The sessions include resources from the Standards for Excellence program to fully ensure a positive picture of your organization.

Fundraising Practices: Track it Right! Book it Right! Report it Right! If you are a nonprofit administrator or board member currently involved in fundraising or intending to implement some fundraising efforts, you need to attend this program. With the increased focus of the IRS and the Department of State on fundraising activities and reporting and a more educated public donor base, it is critical that nonprofit representatives understand the technical aspects of fundraising activities and accounting for these activities. Attendance at this session will help you be prepared and prevent risk.

Governing Boards: Avoiding Risks and Maximizing Opportunities with Tish Mogan, Standards for Excellence Officer, PANO. This program is for nonprofit Board Members and Key Staff. Participants will acquire a thorough knowledge of regulatory requirements, tools and tips for more effective and efficient board management, how to do a legal audit of your organization without going outside for help and appropriate roles for Board and Staff-How to avoid the pitfalls of crossing professional boundaries. PANO believes that education is essential to creating strong Governing Boards and that strong Governing Boards create stronger and more sustainable organizations.

Grant Writing in Today’s Competitive Times. Learn to pre-judge your grant proposals by thinking like a grant maker. If you’re ready to get serious about grant writing, invest a day honing your skills with proven techniques for generating support in this full-day workshop. Presenters: Linda Procopio and/or Eric Davis 

Human Resources Best Practices: The Musts, the Shoulds, and the Don'ts. What should be in those personnel policies? Do you struggle with the issues of comp-time; flextime; exempt vs. nonexempt; whether paid time-off is awarded, accrued, or earned? What about volunteers-do you need personnel policies for them?

This training addresses the above as well as use of contractors and consultants, succession planning, benefits review, harassment, drug and alcohol policies and more. Based on the Standards for Excellence guidelines, the program aims to increase your effectiveness of your human resources management and to lessen your risks in this area. Bring your personnel policies with you to do an on-the-spot analysis of the components.

Involving Volunteers in Your Development Plan (WEBINAR) with Linda Lysakowski, ACFRE. Are you effectively using volunteers in all aspects of your development program? Learn the various roles volunteers can play that will increase the results of your fundraising efforts.  We will discuss the role of volunteers in the development program, where to find volunteers, how to recruit them and how to keep them involved and energized by offering them orientation, support, education and recognition.

Is It Time for a Development Audit? (Webinar) - How does your development program measure up to accepted standards? Are you doing as well as your competition? Is your development program growing or is it stagnant? Does your organization have a philanthropic culture?  What tools can help you assess your performance? How do you find the time to “take stock” of your program? 

Organizing Your Capital Campaign (Webinar) - Your study has been completed, everything is a go; now, how do you assure a successful campaign? It has been said that before the campaign can be successful, it must succeed on paper.  In this session we will discuss the key elements of the campaign plan: timeline, budget, and the campaign cabinet. The three critical elements of a successful campaign will be highlighted.

The "Pass to Excellence" provides organizations with an opportunity to learn about the specific elements of the Standards for Excellence: An Ethics and Accountability Code for the Nonprofit Sector®, to assess themselves against its benchmarks, and to prioritize areas that can be improved to strengthen their organizations. The package includes one full-day training for one or two members of your organization, recently updated Standards for Excellence Educational Resource Packets (23) and four hours of follow up technical assistance to support implementation of the Standards®.

Raising More Money from Your Local Business Community (Webinar) - Is corporate philanthropy dead or dying? If so, how can we resurrect it? Today’s economy is challenging for corporations, individuals and especially for nonprofits. If your organization has relied on corporate support in the past or is thinking about how to best approach businesses in a challenging economy, this session will be one you don’t want to miss. Based on research for a new book, this session will discuss the challenges facing corporations today and how nonprofits can develop win-win situations to encourage corporate philanthropy. We will discuss how to approach corporate leaders, how to motivate them to become involved in your organization, and how to develop a corporate appeal.

Standards for Excellence Program Introductory Sessions: Use the Standards for Excellence ethics and accountability code to assess and strengthen your organization and identify ways to improve its governance, financial systems, personnel practices, fundraising, and more. Eight Guiding Principles and fifty-six best practice Standards promote excellence and integrity in nonprofit management and strengthen the public trust in Pennsylvania’s nonprofit organizations. Come and learn about a program that:

  •  Promotes the highest level of public confidence

  •  Helps an organization be more focused in planning and organizational efforts

  •  Energizes Board and staff, creating more informed staff and more active Board

  •  Increases credibility with donors and the public 

Attendance of both an Executive Director/CEO and a board member will maximize the the value and outcome of this program.

Strategic Planning - Do you need a long-term strategy and don’t know where to begin the process? Do have a strategy that just isn’t working? Do you want to learn how to create a clear plan for future long-term organizational success? Come join us for an interactive, hands-on Strategic Planning workshop with the area’s leading expert in Strategic Planning, Monica Gould, MBA, CMC. Over the past 25 years, known locally and internationally, Monica has successfully led non-profit, for-profit and government agencies through the Strategic Planning Process. This valuable workshop will provide you with the tools you need to successfully develop and implement your organization’s Strategic Plan. In this workshop, Monica will teach you the process for developing a successful Strategic Plan. Additionally, Monica will work with you to develop your organization’s vision, mission, values and goals. You and your team are encouraged to bring your current Strategic Plans and/or vision and mission statements for use in skill building exercises.

Take Steps to Help Protect Your Board… Managing Investment Fiduciary Liability (Webinar)  According to the Center for Fiduciary Studies, over 80% of the nation’s liquid investible wealth is in the hands of Investment Fiduciaries. Nonprofit board members, trustees, investment committee members, foundations, retirement plans and endowments all play a role and seem to be under more scrutiny than ever. Learn the steps you should take to help your board manage its investment fiduciary liability. Our goal is to improve the decision making process of Investment Fiduciaries so your organization can thrive.

Whether or not you have significant investments, this seminar will ensure you have knowledge of: the “rules of the game," where they came from, and, why we need them. Learning objectives: At the conclusion of the session, participants will be able to: Complete a “Self Assessment of Fiduciary Excellence” for your organization’s investment program. List and understand the “7 Global Fiduciary Precepts” List the activities in the Fiduciary Quality Management Series

Winning Influence with Purposeful Committee Meetings. Benefit from hands-on development for a project or program with the use of volunteers. Recognize the importance of your chairman and his/her responsibilities. A quality leader is hard to find but can be developed if you allow this growth. Within your organization, how are you leading your committees? Are you positioning your committee structure with efficiency? Do you possess the skill sets to complete the project/program in the most effective manner? Are you willing to exchange a come-as-it-may planning style for your project or program for a well-synchronized, solid plan that promises great results?

More information and registration If you wish to pay by check, select the "bill me" option during the registration process when asked the payment option.

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Standards for Excellence Program Clinic Series

The Standards for Excellence Application Clinic series provide educational support for assuring the implementation of all the standards and is also needed for organizations interested in participating in the voluntary certification program. This four session course combines classroom instruction and peer-to-peer learning and covers every Standard in the Standards for Excellence. Organizations enrolled in the clinic series may send multiple representatives to each session. The series generally take place over three to four months. At the conclusion of the series, organizations will be well on their way to completing the Standards for Excellence application. You do not need to apply for certification to attend the Clinic Series.

Standards for Excellence® Clinic Series (Fayette Co.)
$150 PANO Members; $250 Nonmembers

February 24 (Clinic #1 of 4)
March 24 - #2
April 21 - #3 
May 12 - #4

Read the Press Release

Standards for Excellence® Clinic Series (Philadelphia)
Session 1 of 4; $250 PANO Members; $425 Nonmembers. 4/14; 5/18; 6/16; 7/21

Lehigh Valley Clinic Series: Please note that new dates will be posted soon. Contact James Eirkson for more information at james@pano.org.

$600 for members; $900 for nonmembers. Subsidies are available.

Clinic Series: $600 Member Rate, $900 Nonmember Rate: Provides for 2 representatives to attend all four (4 hour) clinic sessions; receive 2 Educational Packet binders. Rates will be increasing soon so register now.

One-on-One Training

The One-on-One training is a condensed version of the traditional 16 hour of the Clinic Series offered throughout Pennsylvania. The One-one One training targets board members and key staff from an organization to ensure implementation of legal requirements and “best practice” in the Standards for Excellence Code. In areas where the traditional 16 hour Clinic Sessions are not offered, this is a required component for organizations intending to apply for certification under the Standards for Excellence. This session is scheduled at the convenience of the organization requesting the services. The training is four hours in length.

One-on-One Clinic Session: $600 PANO Member Rate, $900 Nonmember Rate: Provides for board members and key staff to attend the training session; one Educational Resource Packet binder that contains all of the sample resources recommended by the Standards for Excellence.

For more details or to schedule a one-on-one Clinic Session please contact Tish Mogan at (717) 236-8584 x- 1001 or tish@pano.org

Click here for additional information on Clinics.
Click here for information on Peer Reviewer Training.

Peer Reviewer Training  Please contact james@pano.org to submit your application and express interest in future training.


Co-Sponsored Programs

PASAE

PANO members are invited to attend all activities of the PASAE at the discounted member rate.  A full list of upcoming programs, including their Expo in Lancaster on February 18 and 19, can be found at www.pasae.org

National Council of Nonprofits Webinars

Get Ready, Get Set, Go! IRS Filing Requirements for Charitable Nonprofits

Two free national webinars: February 23, 2010 and March 23, 2010

Register today at www.councilofnonprofits.org/irs-webinars

PANO and the National Council of Nonprofits will host two free webinars especially designed for small nonprofit organizations to learn directly from the IRS about the annual IRS filing requirements, the IRS resources available to help you file correct returns, and to answer your questions about filing the IRS Form 990.

Guest webinar presenters from the IRS will address:

• Critical steps to take now in order to protect and preserve your tax exemption.

• What to file, how to file and the consequences of not filing (or filing an incomplete) IRS Form 990-series annual return. Tax-exempt organizations risk losing their tax-exempt status if they fail to file the Form 990, 990—EZ, or 990-N (e-postcard) for three consecutive years—these revocations will begin in 2010.

Register today at www.councilofnonprofits.org/irs-webinars.

GiftWorks

Donor Data Decisions: How to Ensure a Smooth Software Transition

Join us for a Webinar on February 23

Are you considering new donor and fundraising software? Have you prepared your organization's staff and data for the transition? Are you comfortable that the information you put into the system will come back out in easily accessible reports and donor profiles? Have you created internal data entry guidelines?

Join us for an informative and insightful webinar designed to help you prepare for a smooth software transition. GiftWorks expert Ellen Mowrer will show you how to get organized, and stay that way, for successful software use.

Title: Donor Data Decisions: How to Ensure a Smooth Software Transition Date: Tuesday, February 23, 2010
Time: 11:00 AM - 12:00 PM EST

Space is limited. Reserve your Webinar seat now at: https://www1.gotomeeting.com/register/611554064 

After registering you will receive a confirmation email containing information about joining the Webinar.

Custom PANO Training

Interested in bringing one of these programs to your community, members, or Board of Directors?  Call Joe Geiger to discuss the details. 717-236-8584 x1007.

 Inclement Weather Information  

If weather conditions are bad, a message will be available on the program voicemail box to state whether the event has been cancelled.  Dial 717-236-8584.  For general programs, ask for Megan Resser x1012.  For Standards programs, ask for Tish Mogan, x1001.
If you are not already a member of PANO, contact Jennifer at 717-236-8584 x1003 for information so you will be on our mailing list.  You can also request details or join now.

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Prefer to see this in a calendar format?

Ongoing PANO Activities

Standards for Excellence Clinics

Co-Sponsored Programs
 
 

PASAE Programs  PANO members can attend these trainings at their member rate!

 

National Council of Nonprofits Webinars

PANO members get the discounted State Association rate!

 


Inclement Weather Policy

Register now If you wish to pay by check, select the "bill me" option during the registration process when asked the payment option.  Make sure you log on before going through the registration process.


Cancellation Policy

Cancellation Policy: Registrants are responsible for the full seminar fee if cancellation is not received within 5 working days prior to the session. You may send an alternate registrant.

Notice of PANO Inclement Weather Policy:

PANO follows the guidelines of the Pennsylvania House of Representatives to determine when weather conditions are too inclement to open the office.  You can find out the status of a program by calling 717-236-8584 and selecting x1002 when prompted.

 


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