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.
Building a Strong Case
for Support. (WEBINAR) 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 webinar,
we will learn the importance of the case and
how it is used, list the key elements in a
case for support, and learn how to make your
case stronger.
Building a Strong
Relationship with Your Consultant.
(WEBINAR) If you have ever hired a
consultant or are thinking about hiring one,
learn how to make the most of the consulting
relationship. What you need to know about the
way consultants work and when you need a
consultant. We will talk about the various
types of consultants are available for
nonprofits and how to choose the right
consultant for your organization.
Building an Effective
Development Committee. (WEBINAR) One
of the best ways to assure that your
organization’s development plan will be
implemented is to have an effective
development committee. This committee, when
successful, can lead and inspire the board to
raise money they never dreamed possible. This
session will discuss who should serve on the
development committee, what the committee’s
role is, and how to recruit the right people
to serve on the development committee.
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.
Competitive Grant Writing.
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
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.
Finance, Reserve and Legal Issues for
501(c)(3) Organizations Last
year’s Pennsylvania budget impasse, the
current economic climate and state budget
continues to place even greater pressure on
nonprofit organizations to effectively manage
their financial and legal responsibilities.
Does your board know how to read and
interpret financial information Have they
developed a reserves policy Are they aware of
the changes to the new 990 Information Return
Do they understand the legal requirements of
nonprofit organizations These topics along
with others will be discussed during this
interactive and informative program. In this
session participants will:
-
Analyze and identify key
indicators on financial statements
-
Review financial
policies
-
Receive an update on the
latest changes to the Form 990 Information
Return
-
Discuss strategies
and options for developing reserves
-
Analyze components of a
legal audit that can be conducted by staff
at no additional cost utilizing PANO’s
Standards for Excellence® tools
 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.
Getting Your Development Office Ready
for the Year Ahead: 30 Steps in 30 Days.
(WEBINAR) Many development officers are so
relieved when the year comes to an end, they
don't even want to think about work anymore.
The yearend mailings are done, the events are
on hold until after the holidays, the grant
deadlines have all been met, so let’s just
take some time off. Your donors are not
available during the holidays so what do we do
to fill our time? Why not spend this month
getting ready for Jan 1 so you can hit the
ground running next year!
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.
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?
Lobbying and Advocacy – The Most
Important Tool in Your Mission Toolbox.
Advocacy is arguably the most important tool
in the box in fulfilling community mission.
Government officials, including the Internal
Revenue Service, expect charities to be
engaged in the policy process. Some say, if a
nonprofit is not lobbying, it is not doing its
job. So many nonprofits don’t understand the
rules of engagement, so it gets left to a few.
That is not sustainable and not powerful. As
nonprofits find themselves in competition for
scarce resources, advocacy becomes
increasingly crucial to an organization’s
performance. The stakes are too high for
nonprofits to stand on the sidelines.
This half-day workshop will provide you with
tools and tips to help you engage in
conversations with your elected officials at
all levels of government. You will learn the
rules by which we must adhere. The timeliness
of this program is great given the upcoming
fall elections.
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®.
Presenting Your Case to Prospective
Funders/Donors. (WEBINAR) What do donors
expect from your organization and how do you
translate your case for different audiences? A
government funder, for example, will want to
see a different version of your case than a
board member or a major donor might expect to
see. A business leader will have different
expectation than a staff member or volunteer
that is being asked to contribute. In this
session we will discuss the various
fundraising materials that you can develop for
your case for support and how to best present
your case to various doors.
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.
Seven Ways to Thank a
Donor. (WEBINAR)
Experts say you should thank a donor seven
times before asking for their next gift, but
you can’t just say thank you, thank you, thank
you, thank you, thank you, thank you, thank
you! In this webinar we will talk about
acknowledgement and recognition and how to
make your donors know you really care!
So You Wanna Be a Consultant?
(WEBINAR)
Are you thinking about becoming a consultant?
Have you already made the decision to “hang
out your shingle and are waiting for the
clients to come rolling in?” This session will
help you decide whether consulting is for you
and how to get started in the consulting
business. We will discuss the practical
decisions of when to expand your business, how
to market yourself, and how to price your
services.
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.
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.
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
September
13 Learn about an
Unemployment Insurance
alternative for nonprofits (free
90 minute webinar)
November 2: "10 Tips to Developing a
Dynamite Orientation for Your Board". First
Nonprofit Foundation's editor, Vince Hyman,
will interview Terrie Temkin, Ph.D.
Terrie is an acknowledged thought leader in
the areas of governance, board development and
planning. A founding member of CoreStrategies
for Nonprofits, Terrie is an award-winning
speaker and a sought-after group facilitator
who, as one meeting planner said, "serves
steak with her sizzle". Terrie brings more
than 30 years of nonprofit management,
organizational communication and adult
education experience to her work. Terrie is
the author of the "On Nonprofits" column
published in Philanthropy Journal. She has
written four books, has chapters in three
others and has written and presented numerous
papers. Terrie is the author of First
Nonprofit Foundation's booklet, Ten Things
Every Board Member Should Know: A Winning
Board - Steps that Bring out the Best.
Registration and more details soon about this
free webinar.
Watch for more details soon.
Nonprofit Risk
Management Center
Discounted
registration fee for PANO members:
One of the ways the
Nonprofit Risk
Management Center helps
organizations like yours prepare for
uncertainty is by offering an affordable
annual conference dedicated to supporting
nonprofit leaders and managers like you.
Join the Nonprofit Risk Management
Center in Philadelphia! This year, they are
bringing their risk management expertise to
Philadelphia where they will convene their
annual Risk Management & Finance Summit
on October 10-12.
Take advantage of this opportunity to focus on
a wide range of topics selected for leaders of
high performing nonprofits like yours.
As a member of PANO, you will receive a
special discount of $125 off the full Summit
registration rate of $525.
Register today
and use the promotion code: PANO at checkout
to get the PANO registration rate of $400.
Interactive Summit Brochure:
http://www.nonprofitrisk.org/training/conference/nrm_summit.html.
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