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

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

2009 PANO Events
updated 7/209

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.  Unless otherwise noted, the half date rates are $59 Member/$79 Nonmember and the full day rates are $99 Member/$149 Nonmember.

July

9 Governing Boards: Avoiding Risks and Maximizing Opportunities (Westmoreland Co.)  Cost:  $35 PANO Members; $50 Nonmembers

16  PANO Town Hall Meeting (Lancaster) Cost: This event is being offered to PANO Members and Nonmembers alike for the PANO Member Rate of $59!

21 Schuylkill County Clinic Series (Clinic Session #1 of 4) $600 PANO Members; $900 Nonmembers

23  Competitive Grant Writing (Pittsburgh) 

27 Form 990 Training: Public Relations Opportunity or Trap for the Unwary? (Lehigh Valley)  Cost: $25 PANO Members; $35 Nonmembers

August

10  Accounting 101 & Budgeting Essentials (Lancaster)

25 Human Resources Management: The Musts, the Shoulds, and the Don'ts (Lehigh Valley) $25 PANO Members; $35 Nonmembers

Details are coming soon on these programs if they are not bolded:

September  

8  Human Resources Best Practices: The Musts, the Shoulds, and the Don’ts (Harrisburg)

15  Board Meetings: Is Your Organization Complying with Parliamentary Procedure? (Willow Grove)

15 - Improve Transparency, Create Credibility: Accounting for and Monitoring Your Fundraising Practices (North Penn Academy - Colmar) *FREE of charge to North Penn Nonprofit Academy Participants. Participation is limited to agencies that meet North Penn Academy geographic requirements. *CFRE and CPE credits may be available. Contact Diana Doherty at npnonprofitacademy@hotmail.com for details and to register by September 1, or call (215) 696-9336. Please include the Name, Title and Email Address of each registrant.

23 - Improve Transparency, Create Credibility: Accounting for and Monitoring Your Fundraising Practices (North Penn Academy - Colmar) *FREE of charge to North Penn Nonprofit Academy Participants. Participation is limited to agencies that meet North Penn Academy geographic requirements. *CFRE and CPE credits may be available. Contact Diana Doherty at npnonprofitacademy@hotmail.com for details and to register by September 1, or call (215) 696-9336. Please include the Name, Title and Email Address of each registrant.

24 Strategic Planning (Greensburg)

25 Fundraising Practices: Book it Right! Track it Right! Report it Right! (Phoenixville)

29   Is It Time for a Development Audit? (Webinar)

October

1 Powering up with Strategic Affiliations (Harrisburg)

8 Fundraising Practices: Book it Right! Track it Right! Report it Right! (York)

13  The Development Plan (Webinar)

14 Fundraising Practices: Book it Right! Track it Right! Report it Right! (Media)

24  Organizing Your Capital Campaign (Webinar)

27   Building a Fundraising Board (Webinar)

November

10 The Development Plan (Greensburg)

17   Are You Ready for a Capital Campaign? (Webinar)

24 Organizing Your Capital Campaign (Webinar)

 December

1   Raising More Money from Your Local Business Community  (Webinar)

15   Involving Volunteers in Your Development Program  (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) 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 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 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

PASAE

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

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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PANO Thanks its 2009 Annual Conference Sponsors:

 

Eastern University
Allied Insurance Brokers

Sprint Cell Phone Plans

Blue Ridge Business Consultants

Boyer and Ritter CPAs
 

See our Event Photos


Ongoing PANO Activities

Central PA Nonprofit Women's Meeting
Standards for Excellence Clinics


Co-Sponsored Programs
 
PASAE Programs 


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.

Photos from PANO's Golf Outing


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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