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)
with Linda Lysakowski, ACFRE. Most
organizations, at one time or another, need to
think about a major campaign for a new
building, expansion, endowment or major
equipment. How do you determine when your
organization is ready for a campaign? This
workshop will guide participants through a
self-assessment of their organizations'
readiness for a campaign. Participants will be
given a self-assessment tool to be completed
before the workshop.
Building a Board of
Fundraisers Extraordinaire (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.
Building a 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
(WEBINAR) with Linda Lysakowski, ACFRE. Is
your organization stuck in the special event
mode? 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.
 Form
990 Training. Because 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 Management: 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.
Lobbying &
Advocacy. Advocacy by 501(c)(3) charities
addresses the myths of what charities can and
cannot do in the public policy arena.
Participants are equipped with strategies on
how to engage in effective lobbying practices
and receive updates and details about existing
legislation in Harrisburg and Washington that
could globally impact charities. The
interactive culture of the session allows each
participant to walk away with the information
they need to lobby more effectively.
PANO Lobbying Training provides specific
guidance on how to comply with Pennsylvania's
new Lobbying Disclosure Act. For many
charities in Pennsylvania, the new law
significantly increases compliance obligations
associated with State advocacy. Much of what
charities previously considered advocacy is
now lobbying, and by law, must be disclosed.
PANO's Policy Officer, David Ross, JD, will
guide you through the new rules. Contact
David for details about arranging this
program in your area.
Powering Up with
Strategic Affiliations with Hope Primas. With an unsteady
economy, strategic alliances have never been
more important for a nonprofit's success. From
a tactical view, they can unlock a whole new
range of options for expanding services,
reach, and improving efficiency.
Unfortunately, too many partnerships don’t
reach their full potential. Many times, it’s
because the organizations involved lack the
knowledge and skills for success. Don’t let
this happen to your organization! If your
non-profit has already established strategic
alliances and partnerships or are planning to
do so, this seminar is a must for you!
Six Skills of a Highly Effective Leader.
Leadership is often a balancing act between
running your organization and managing your
people. This workshop will provide the
strategies and techniques to become a more
effective leader. Walk away from this
full-day program with tools and tactics to
use in improving your team productivity and
effectiveness. Presenter: Monica Gould.
new – no matter how long you've been on the
job! Watch for details about this session
to be held in the latter part of 2009.
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.
Using Volunteers to
Breathe New Life into 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.
What’s New with the New 990?
In just 60
minutes and from the convenience of your
office, learn what you need to know now to get
ready to complete the New 990 Information
Return! Explore the 990-N, 990-EZ and 990
filing requirements. Learn about significant
revisions to the form including a new
governance section and expanded compensation
reporting requirements. Determine what
policies you need to implement prior to filing
the return. Review the sixteen new
schedules. Register everyone involved with
your organization’s financial operations –
staff and board members.
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.
Clinic Sessions are forming in Schuylkill
County (July-October). Session 1 is July
21. If your organization is
interested in participating, please contact
james@pano.org
for more information.
Flyer.
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
PANO members are invited to attend all
activities of the PASAE at the discounted
member rate. A full list of upcoming
programs can be found at
www.pasae.org.
Friday, July 10, 2009
Professional Development Session, Networking
Reception and
Luncheon - Holiday Inn
Harrisburg
East
SESSION 1 - “How to Run Effective Meetings”
Do you run staff, board, client or
committee meetings? Do you have trouble
getting people to attend or commit to getting
work done? Do you have meeting attendees that
derail your meetings? Do you ever feel that
your meetings are a waste of time?
During this interactive session you will
practice meeting management skills and learn
concrete ways to improve your meeting
management skills. In this workshop you will:
- Learn the basics behind meeting
management
- Garner tips on how to keep attendees
engaged and Committed
- Explore ways to manage meetings and
meeting attendees
- Ascertain basic conflict resolution
skills that keep meetings on track
- Discover the keys to producing results
and getting work done between meetings
- Develop meeting management skills that
will help you build momentum for future team
success
SESSION 2 - “Jumping In With Both Toes”
How to immerse your association in social
media without drowning
Too frequently social media strategies
consist of responding to an executive or a
member saying “we need a …” “how come we don’t
have…” or “are you on…” In the effort to stay
relevant and current, someone volunteers or is
deputized to lead the charge into social
media.
Like public relations, advertising and
email campaigns, social media needs to be
considered as part of a larger communication
strategy. A relevant offering, a compelling
message and a consistent presence are crucial
elements no matter the tactic.
This presentation focuses on creating
synergy among all channels. By looking at a
staged process, the association brand and
mission, and identifying opportunities for
evaluating success, the best way to integrate
social media becomes clear.
Key skills to learn:
- Making choices about what, when, who and
how much
- Using new communication venues to feed
offline marketing
- Planning to act on the unexpected
- Identifying opportunities for
measurement
- What you MUST be doing if nothing else
This program outlines manageable,
affordable steps to integrate social media
into your association – rather than the other
way around.
Click
here to register or get more details.
Wednesday, August 5, 2009
PASAE Summer Outing - Hershey Country Club
Click
here to register or get more details.
Friday, September 11, 2009
Professional Development Session, Networking
Reception and Luncheon - Holiday Inn
Harrisburg
West, Mechanicsburg
Creating enduring connections with others
is a life-long endeavor. Good relationships
are vital to our well being and make a big
difference in our effectiveness with
customers, co-workers, family and friends.
Arnold Sanow, author of “Get Along with
Anyone, Anytime, Anywhere … 8 keys to creating
enduring connections with customers,
co-workers – even kids” will share tips tools
and solutions to build instant rapport,
relationships and connect with customers and
co-workers.
Good interpersonal skills and building
positive connections with both colleagues and
customers are the foundation for everything we
do. In fact according to a study by Harvard
and Stanford University only 15% of your
success in life will be due to your technical
skills and 85% will depend on your
communication, emotional intelligence, people
skills and your ability to get along.
A cooperative spirit cultivates a culture
that brings out the best in people and
performance, keeping everyone, energized and
productive. When we work well together,
everything works better at work, and that
carries into our contacts with customers and
clients.
Specifically you will learn:
- 3 ways to keep your attitude
adjusted at all times
- How to SOFTEN your image to make
yourself more approachable, likeable and
trustworthy
- 3 keys to building long lasting
relationships
- How to avoid misunderstandings
that destroy relationships
- The #1 way to immediately boost
your likeability IQ
- 6 ways to get everyone singing
your praises
- 10 top acts of rudeness and how to avoid
them And More …
Click
here to register or get more details.
Save the date: September 16 & 17
PASAE/PANO CEO's 2009 Leadership Summit in
Gettysburg
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