Workshops Offered

• Creative Strategy Development Breakfast in partnership with the Management & Executive Education Center
• How to File Your IRS 1023 For Nonprofit Tax-exempt Status
• Leading Teams to High Performance (Part I and II)
• Measuring for Success: Program Evaluation Series
• Ready, Set, Fundraise!
• Steps for Starting a 501(c)(3) Nonprofit
• Strategic Planning for Nonprofits: Realizing Your Preferred Future
• Wage & Hour Law: How Compliant is Your Nonprofit?

Creative Strategy Development Breakfast
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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How to File Your IRS 1023 for Nonprofit Tax-exempt Status
You know that the benefits of 501(c)(3) status, like tax deductions for donors and the ability to apply for government and foundation grants, can be vital to the success of your non-profit organization. In this workshop, you will gain tips and answers to the most common questions about filing the IRS Form 1023 based on legal knowledge and past applications prepared and reviewed.

You will learn:

• information necessary for compiling your IRS 1023 application
• answers for common questions about the 1023 application/process
• specific examples and a receive a mock application

Date: 2010 Date TBA

Time: 5:00 p.m. Registration/Light Dinner 
           5:30 – 8:30 p.m. Workshop

Tuition: TBA

Instructor: Christin Decker Petroski, Attorney, Holland & Knight LLP

Christin Decker Petroski has experience representing numerous businesses in a broad range of transactions, with an emphasis in corporate acquisitions, dispositions, mergers and reorganizations. She has also assisted clients in general corporation, partnership and limited liability company matters, including negotiating and drafting various agreements. In addition, Ms. Petroski represents not-for-profit entities with respect to various tax and corporate matters. Her experience includes forming not-for-profit entities and assisting those entities with respect to obtaining tax exempt status from the Internal Revenue Service. Ms. Petroski also devotes a portion of her time to assisting economic development agencies. Ms. Petroski received her B.S., magna cum laude, in Psychology from Florida State University. She received her J.D., magna cum laude, from University of Florida College of Law. She is admitted to the Florida Bar and is a member of its Business Law Section.

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Leading Teams to High Performance (Part I and II)
This dynamic management training is geared toward CEO’S and executive leadership review critical incidents and case studies from nonprofit organizations  Some areas to be addressed include:

• How to "charter" a team (example: when CEOs create an initiative and pull functionals into a team like a special task force, project team, etc.)
• Pulling down "team silos" so the organization can work better across functions
• Teamwork culture -- do we talk about teamwork but only reward individual performance?
•  Do you really have teams or just individual contributors hooked together via the org. chart?

Dates: Tuesday, April 20 & 27, 2010

Time: 9:00 a.m. - Noon

Tuition: $120 Members, $220 Nonmembers

Instructor: Carol Emmett, MA, President of Communication Applications, Inc.

As founder of Communication Applications, Inc., Carol Emmett has over 25 years experience as an organization development consultant, a seminar leader, and coach. She specializes in building effective teams, resolving conflict issues in the workplace, communication and facilitation skills, management development, customer service skills and strategic and future planning. As an accomplished team builder, Carol Emmett has helped many work groups, teams, and organizations improve working relationships, create exciting future visions, and move beyond obstacles to reach desired outcomes. Carol also develops train-the-trainer manuals and programs to transfer her expertise to in-house facilitators to enable wider organizational use. Carol is an ICF credentialed coach.  She is qualified by William Bridges and Associates in Leading Organization Transition.  Carol is also certified in MBTI and the 360 degree assessment surveys of with CCI Assessment Group. Her corporate management experience includes managing a large customer relations department for Blue Cross and Blue Shield.  Ms. Emmett has taught graduate level courses at Marymount University in Arlington, VA.  Carol has a B.S. in Communication, and an M.A. in Organizational Communication.

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Measuring for Success: Program Evaluation Series
What difference do your programs make in the lives of the clients you serve? How successful are your programs at meeting their intended goals?  How often do you measure impact of service delivery? If you have any problems answering these questions, then please join us for the Measuring for Success series.  This series is designed to provide a practical approach to Outcome Based Evaluation.

Everyday non-profit agencies are working hard to provide clients the very best services, in hope of enhancing and strengthening their lives, and resolving the obstacles and challenges they face.  However in today’s economy there is less money available to support our programs, and a much greater need.  To be competitive for funding it is important for agencies to be able to demonstrate the impact of their programs.   Measuring for Success is a three part series where you will learn the benefit of Outcome Base Evaluation, create outcome statements that truly reflect the difference your programs make, identify how to measure your programs, create a plan for implementing evaluation, and learn what to do with your results. 

Session I:  Outcome Evaluation and Reporting Formats
In this first session we will review the benefit of implementing Outcome Base Evaluation into your agency.  You will learn how you can be the catalyst in establishing realistic measurements that are respectful of your agency’s clients, while also providing quantifiable data that reflects the difference your programs make.  In addition, in this class you will practice writing outcome statements and begin to explore how to create a realistic reporting model for your programs.

Session II:  Measurement Tools, Planning and Analysis
The second session will offer you the opportunity to become familiar with how to measure your outcomes.  You will practice identifying your program performance standards, also known as indicators. You will review the process for selecting measurement tools, and learn how to apply a measurement plan to your day to day operations.

Session III:  Managing and Telling the Outcomes Stories
In this third session we will discuss how to explain data results in a meaningful way to board members, staff, funders, and clients.  We will explore options for reporting your finding that emphasizes the impact of your programs.  This session will also focus on managing unfavorable results, and overcoming obstacles to implementing Outcome Based Evaluation.   

Dates & Times:

Session 1: Outcomes Evaluation and Reporting Formats
Wednesday, March 17, 2010 - 9:00 a.m. to 12:00 Noon 

Session 2: Measurement Tools, Planning, Analysis
Wednesday, March 24, 2010 - 9:00 a.m. to 12:00 Noon 

Session 3: Managing and Telling the Outcomes Stories
Wednesday, March 31, 2010 - 9:00 a.m. to 12:00 Noon 

Tuition: Series: $145 Members, $250 Nonmembers (20% savings)
Per Session: $60 Members, $110 Nonmembers

Instructor: April Boykin, MSW, LCSW, Consultant 

April Boykin is a Licensed Clinical Social Worker and a consultant with non-profit agencies in Central Florida. She is an accomplished educator and trainer in the areas of program evaluation, professional development, strategic planning, team building and agency management.  April has worked in the academic, corporate and the non-profit sectors, with managers, boards and staff. April has a Masters Degrees in Social Work from East Carolina University and over 18 years of experience. Her workshops are popular because they provide practical tips and technique that can be put to immediate use.

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Ready, Set, Fundraise! - BASIC
This two-day workshop covers a basic introduction to nonprofit management best practices with a goal of creating a sustainable organization. Funders make donations to nonprofits that use valid and reliable methods to meet community needs. Funders look for proper accounting procedures, internal controls, strong and active board of directors, consistent program evaluation, and mission-based strategic planning. This workshop leads participants through the steps necessary to insure their organizations have a strong foundation for fundraising.

You will learn:

• the role relationship plays in securing funding
• how to write a clear and concise explanation of our mission
• how to construct a compelling need statement
• what funders look for in a budget
• the importance of evaluating programs to determine if they meet the community need
• the basics of nonprofit accounting and strong internal controls
• the required actions to comply with government reporting guidelines, funders’ requests, and good stewardship
• how to differentiate between the roles of the executive director and the board of directors
• to identify the elements of a strategic plan and how to track progress towards meeting the plan’s goals

Date: 2010 Dates TBA

Time: 9:00 a.m. - 5:00 p.m.

Tuition: $280 Members, $520 Non-members

Instructors: Emily Furlong, Senior Program Manager & Lee Bailey, Program Manager, Philanthropy & Nonprofit Leadership Center

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Steps for Starting a 501 (c)(3) Nonprofit - BASIC 
This session provides a basic overview of the steps for starting a 501c3 nonprofit corporation. Participants will receive practical information about mission/vision, board of directors, bylaws, realistic funding expectations, and the process for Florida state incorporation and federal government tax-exempt status.

You will learn:

• to define a nonprofit
• explore reasons to start a nonprofit
• identify challenges and alternatives to starting a 501c3 nonprofit
• understand the steps required to start a 501c3 nonprofit, including federal and state filings and applications

Date: Monday, February 22, 2010 

Time: 4:30 - 6:30 p.m.

Tuition: $30 all registrants

Instructor: Brian Henties, Program Manager, Philanthropy Center

Brian Henties has 15 years of nonprofit management and development experience, including starting a nonprofit corporation, leading two nonprofit organizations as an executive director and serving on several nonprofit boards of directors. Currently, he is the Rollins College Philanthropy and Nonprofit Leadership Center’s program manager responsible for the areas of advocacy, business and management programs and the Certificate in Nonprofit Management. At the college, he teaches two seminars Steps for Starting a 501c3 Nonprofit and Getting Your Legislators’ Attention. He volunteers with the League of Women Voters Orange County and the Federation of Congregations United to Serve (FOCUS). Brian received a BA in Political Science from the University of Dayton.

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Strategic Planning for Nonprofits: Realizing Your Preferred Future
Successful Organizations Define Their Future!
Strategic Planning is a process of intentionally choosing a desired future and developing a document approach to achieve that vision. Learn to excite your Board and Staff by being a part of creating a dynamic plan for the organization. Whether you are you getting ready to tackle a new Strategic Plan or reviewing and updating your existing Plan, this session is for you.

You will learn:

• Essential steps of a Strategic Planning process, including: gathering information, identifying critical issues, analysis, the role of Vision, Mission, Values, Goals, Strategies, and Objectives/ Action Steps in successful planning
• The role of the CEO, Board of Directors and Staff  in the planning and execution of the Plan
• The importance of Stakeholders’ input  in the planning process
• How to create specific, measurable objectives and action steps to insure that your organization achieves its desired future
• Case studies, lecturettes, discussion, group sharing, and exercises
• Benefits of strategic planning to your nonprofit
  • Management tool
  • Clear direction
  • Improved service delivery and client interaction
  • Increased community participation
  • Effective and focused fundraising

Date: Friday, February 12, 2010

Time: 9:00 a.m. - Noon

Tuition: $60 Members, $110 Nonmembers

Instructor: Barbara A. Clegg, MS, RCC, President, Clegg Coaching and Training, LLC

Barbara A. Clegg, M.S. is a Registered Corporate Coach (RCC) with expertise in corporate and executive consulting and training with a strategic focus on comprehensive team development and improvement. With over 25 years experience as a management consultant, coach, trainer, and facilitator for both the public and private sector, Barbara’s masterful insight and depth of experience gets to the heart of the complex issues facing business leaders and key influencers in today’s ever-changing global environment.

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Wage & Hour Law: How Compliant is Your Nonprofit?
Co-sponsored by the Employers Association of Florida 
The Wage and Hour Division of the Department of Labor is extremely active at this time. Fines and penalties can amount to thousands of dollars. How would your company fare in a Wage & Hour audit?

You will learn:

• Wage-Hour Investigations
  • What Happens and Why
  • Do’s and Don’ts
  • Ways to Protect the Firm
• Immigration Reform & Control Act (I-9 Forms)
  • Common Errors
• Minimum Wage
  • Hidden Violations
• Child Labor
  • 14 & 15 Year Olds
  • 16 & 17 Year Olds
• Record Keeping
  • What is and What is Not Required
• Overtime
  • When is Overtime Required and to Whom
  • Specific Examples of How to Compute Overtime:
    • Regular Rate
    • More than one rate of pay
    • Tipped Employees
    • Commissions
• Salaried Employees
  • Exempt vs. Non-Exempt
  • Record Keeping Requirements
• Independent Contractors or Employees?

Date: Wednesday, April 14, 2010

Time: 9:00 - 11:30 a.m.

Tuition: $50 Members, $100 Nonmembers

Instructor: Kay Wolf, Ford & Harrison

Kay L. Wolf has practiced employment and labor law in both private and public sectors since 1976. She is Board-certified by the Florida Bar as a specialist in employment and labor law. Her practice is devoted to providing management with the necessary tools to meet the challenges in today's employment arena, through proactive legal advice, training, and litigating complex cases in both trial and appellate courts. She is listed in The Best Lawyers in America (Florida/Labor and Employment Law), Florida Trend magazine’s “Florida’s Legal Elite”, and the Orlando Business Journal’s “Best of the Bar”. She was named a 2006 “Super Lawyer,” one of the Top 25 Female Lawyers Central, Northern & Gulf Coast Florida and one of the Top 50 Female Lawyers in Florida by Law & Politics Magazine. Along with being a certified mediator in Florida's circuit courts and in the U.S. Middle District of Florida, Kay is also AV® Peer Review Rated by Martindale-Hubbell. Kay serves on the Board of Directors for the Boys and Girls Clubs of Central Florida. She chairs the Advisory Board of the Women’s Philanthropy Center of the Community Foundation of Central Florida.

This program has been approved for ( 3 ) general recertification credit hours toward PHR, SPHR & GPHR recertification through the HR Certification Institute.

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