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.
 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 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 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.
Back to top of page
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
Standards for
Excellence® Clinic Series (Lehigh Valley)
Session 1 of 4; 4/13;
5/11; TBD; TBD.
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
Get Ready, Get Set, Go! IRS Filing
Requirements for Charitable Nonprofits - sold
out!
|
April 7 is