Creative Strategy Development 
With Rollins College's Dr. Greg Marshall
In partnership with the Rollins College Management & Executive Education Center

Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat. ~Sun Tzu

Engage in a dialogue around best practices to provide practical and immediately actionable ideas for maximizing the effectiveness of your nonprofit's strategy development process. Through examples, tools, and research evidence; the session illustrates ways to effectively:

• Analyze key impact factors to decide which ones are really important to your future success and why
• Assess the competitive landscape to know where your nonprofit's sweet spot exists for future strategy
• Identify your nonprofit's core competencies, decide which are unique/distinctive and thus worthy of future investment, and build strategies to gain sustainable mission advantage

Date: Tuesday, December 1, 2009

Time: 8:00 - 9:00 a.m. - Program
7:30 a.m. - Breakfast and Check-in

Tuition: $15 Members, $20 Non-members

Facilitator: Greg W. Marshall, Ph.D., Charles Harwood Professor of Marketing and Strategy in the Crummer Graduate School of Business at Rollins College

Greg W. Marshall (Ph.D., Oklahoma State University; BSBA and MBA, University of Tulsa) is the Charles Harwood Professor of Marketing and Strategy in the Crummer Graduate School of Business at Rollins College, Winter Park, FL, and also serves as Vice President for Strategic Marketing at Rollins College. He previously served on the faculties of Oklahoma State University, the University of South Florida, and Texas Christian University. His managerial industry experience includes positions with companies such as Warner Lambert, Mennen, and Target Corporation. Greg also has considerable experience as a consultant for a variety of organizations. He has been heavily involved in teaching in MBA and Executive MBA programs, as well as at the Ph.D. level. His primary teaching focus is on strategy-related courses such as Strategic Marketing, Introduction to Strategy, and others. In 2002 he received the Outstanding Marketing Teachers’ Award from the Academy of Marketing Science based on his work over the years in MBA education. While at OSU, he received the Chandler-Frates Teaching Award, in which the evening MBA students recognize the top professor in their program. And in 2005 he received the Cornell Distinguished Faculty Award in the Crummer School at Rollins College.

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Leaders Series Breakfast: Tax and Legal Briefing
Don’t miss the updates on tax and legal trends that will affect your nonprofit bottom line in 2010. Updates include:

• Federal and state cases, updates and proposals affecting nonprofits
• New IRS guidelines
• The new Form 990 in action
• Changes in auditing and accounting standards
• Budgeting with respect to donor-restricted gifts
• Obtaining debt financing and investing in the current market
• Tips for improving giving and fundraising, and more

Date: Wednesday, January 20, 2010

Time: 8:00 - 9:30 a.m.

Tuition: Free for members (only 2 per organization), $20 Nonmembers

Presenter: Michael Batts, CPA Managing Shareholder, Batts, Morrison, Wales & Lee, P.A.

Mike Batts is the founder and managing shareholder of Batts, Morrison, Wales & Lee, P.A., an Orlando-based accounting firm dedicated exclusively to serving nonprofit organizations and their affiliates. He has more than 20 years of experience as a Certified Public Accountant (CPA) serving hundreds of nonprofit organizations.  Mike is a summa cum laude graduate of Stetson University.  He serves as an advisory board member for two colleges and currently chairs two other boards.  He served on the Legal Framework Work Group of the Panel on the Nonprofit Sector, a legislative advisory panel convened at the request of the Chairman of the U.S. Senate Finance Committee.  Mike has led numerous discussions in seminars and conferences nationally, including American Institute of Certified Public Accountants and his firm’s own Annual Nonprofit Conference.  He is active legislatively, both on the state and federal levels, having successfully drafted and lobbied for a number of changes to laws affecting nonprofit organizations. 

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Leaders Series Lunch: Volunteers as Donors
Co-sponsored by the Council of Volunteer Managers
The Rollins Philanthropy and Nonprofit Leadership Center is partnering with the Council of Volunteer Managers to offer an informative lunch and learn which will be focused on ways for building relationships with volunteers that turn them into donors. Bringing high quality education and hands-on experience of the Philanthropy Center and CVM creates a valuable and enjoyable experience for lunch attendees. This casual lunch and learn will also be a great opportunity for networking.

Date: Tuesday, February 9, 2010

Time: 11:30 a.m. - 1:00 p.m.

Tuition: $15 Members, $20 Nonmembers

Presenter: Cynthia Wood, President, Cynthia Wood, Philanthropy Partner, LLC. and former Vice President of Institutional Advancement, Rollins College

Panel: Relay for Life, Habitat for Humanity

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Leaders Series Lunch: Women Shaping the Future of Philanthropy and Giving
Women currently control more than half of the nation’s wealth. They are emerging as the primary decision-makers for charitable gifts, thus shaping the future of philanthropy. At this lunch, explore the most current research on women’s unique giving habits and pick up several tips on engaging and sustaining women as donors.

Date: Wednesday, March 3, 2010

Time: 11:30 a.m. to 1:00 p.m.

Tuition: $20 Members, $25 Non-members

Presenter: Cynthia Wood, President, Cynthia Wood, Philanthropy Partner, LLC. and former Vice President of Institutional Advancement, Rollins College

Cynthia Wood is the former Vice President for Institutional Advancement at Rollins College. During her 18 years at Rollins, Cynthia worked in positions ranging from Community Relations and Alumni Relations to Advancement Services. Her experience in fundraising, constituent relations, personnel management, strategic planning and board development produced incredible results for the College. Together with her team, Cynthia raised $75 million for the strategic priorities of the College, in addition to securing two of the largest gifts in the school’s history. Since her retirement last year, Cynthia has remained active in the community, serving on the Advisory Board of The Community Foundation of Central Florida’s Center for Women’s Philanthropy, and at Rollins by providing business etiquette training to students.

Nonprofit Speed Networking: Building Confidence
Co-sponsored by United Arts and YNPN
Fun and worry-free, speed networking pairs everyone up with questions to guide your brief conversation. Come meet new people, exchange ideas, and develop relationships that could lead to collaborative work projects, friendships, new jobs and more.  Drinks and snacks will be provided.

Date: Thursday, April 8, 2010

Time: 5:30 - 7:30 p.m.

Tuition: Free event

Facilitator: Autumn Ames, Executive Director, Arts & Cultural Alliance of Central Florida

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Philanthropy Center Membership Celebration Event
The Philanthropy & Nonprofit Leadership Center is grateful for the support of our members! Please join us as we thank you for your membership and show our appreciation at this year’s membership celebration reception.

Date: Tuesday, March 9, 2010

Time:  5:00 to 7:00 p.m.

By invitation only for Philanthropy Center Members. Only 2 invididuals from each member organization may attend. 

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YNPN Orlando (Young Nonprofit Professionals Network)
A group of young nonprofit professionals is organizing a local chapter of this national networking organization with the assistance of the Philanthropy Center. If you are a young professional, are new to the sector or are thinking about a job in the sector and would like to learn more about your career opportunities and to meet nonprofit professionals, please contact the Philanthropy Center's ynpn liaison, Brian Henties, bhenties@rollins.edu or 407-975-6414 or to join our mailing list please email Audrey Perrott at audrey@agiftforteaching.org.

You can also visit the YNPN Orlando local website or the chapter's Facebook page.

• Meet new nonprofit people
• Exchange ideas
• Develop relationships that could lead to collaborative work projects, friendships, new jobs, and more
• Brush up on your networking skills and perfecting your "elevator speech" in a comfortable and fun atmosphere

Who Should Attend: Nonprofit professionals, volunteers, and board members looking to network, build partnerships, and collaborate on projects. Also, those who just want to brush up on their networking skills.