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Day One: Wednesday September 16
Afternoon Agenda
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12:00-5:00 p.m.
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Registration
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Early Conference Educational Programming (see
workshop topics below)
Evening Agenda
| 4:00-5:30 p.m. |
Break, Informal Networking
and Check-In for lodging |
| 5:30-7:30 p.m. |
Opening Reception, Remarks &
Entertainment at Thunderhead Lodge
Join us at the top of gondola on the ski
mountain for heavy hors d'oeuvres and musical
entertainment by members of Steamboat Springs
Orchestra. |
Capacity Building Workshops, Part One
Wednesday, September 16
1:00 – 2:30 p.m.
| Workshop
Title |
Course Description |
Course Instructor/Facilitator |
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1A: Strategic Planning vs. Positioning - Which
is most appropriate for your organization? |
Most
organizations understand strategic planning and
recognize the value of a solid plan. However,
for organizations ready to go to their next
level, we suggest a strategic positioning
process. Strategic positioning is a systematic,
analytical process to define an organization’s
identity and niche. It is the overlap between
planning and marketing and more fully recognizes
the external environment and the organization’s
audience. Participants will be introduced to
positioning as a tool to build a more potent and
sustainable organization and to have more
influence within their niche. Tools, templates
and resources will be provided for immediate
application. At the end of this session,
participants will be able to: 1) Articulate the
positioning process and define their
organization’s position within the context of
their community and competition; 2) Use
positioning to define niche, brand, and image;
3) Understand strategies to fully occupy a
distinct niche and create a positioning plan to
dramatically increase the organization’s
presence and support. |
Shelli Bischoff,
Conservation Impact |
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1B: Mission and Branding - Creating an Effective
Marketing and Branding Plan and Elevator Speech |
The focus of
this session will be the components of an
effective marketing and branding plan. Attendees
will also develop their own elevator speech and
practice with each other. Nonprofit Board
members are encouraged to attend this session
with their staff. |
Betsey
Jay, Yampa Valley Community
Foundation. |
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1C: Advanced Financial Management |
This session is for
participants who are looking to take their
organizations to a more advanced and
sophisticated level of financial management. The
session is targeted to individuals with moderate
level of understanding of nonprofit financial
management, and will be appropriate for
executive directors, nonprofit finance staff,
and board leadership. |
Susan Steele,
Temple Hoyne Buell Foundation;
Julie Lerudis,
Boettcher Foundation |
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1D: Weathering the Storm - Fundraising in
Challenging Times |
Even in
challenging times, there are both opportunities
and attitudes that ensure fundraising success.
This training will help your organization look
critically at current funding streams, identify
gaps and opportunities for diversification, and
provide information and resources on essential
and emerging strategies for fundraising success
to help your organization survive and perhaps
emerge even stronger. Each participant will
receive a comprehensive toolkit that contains
practical information, tools, and resources to
help you immediately implement what you learn
within your organization. This class is based on
data gathered through the
Weathering the Storm project, a
collaborative initiative between the Community
Resource Center and the Colorado Nonprofit
Association. |
Sarah Fischler,
Community Resource Center |
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1E: What Funders are Looking for with the New
Colorado Common
Grant Application and
Report |
Gain insight
into Colorado’s new Common Grant Application
(CGA) and Common Grant Report (CGR). We will
cover the significant changes made to these
tools by the recent revision efforts and offer
insight into funders’ perspectives related to
grant writing and grant reporting. We will also
strive to cover any topics related to the CGA
and CGR that participants have concerns about.
Both presenters played key leadership roles in
the efforts to revise Colorado’s CGA and CGR. |
Michelle Sturm,
Anschutz Family Foundation;
Lauren Price,
Community Resource Center |
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1F: Engaging Board Members in Fundraising -
Expanding the Organizational Donor Base |
Board members
are uniquely positioned to be your
organization's best fundraisers, once they know
why they're asking, what they're asking for and
how to ask. This very interactive session will
help you identify the best ways to deepen your
board's engagement in fund development. You'll
learn specific methods for coaching your
organization's volunteer leadership in reaching
out to new constituencies and for promoting
mutual accountability. This is a great session
for board chairs to attend! |
Dr. Martha Vail |
Capacity Building Workshops, Part Two
Wednesday, September 16
2:45 – 4:15 p.m.
|
Workshop Title |
Course
Description |
Course
Instructor/Facilitator |
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2A: Planning and Preparation for Capital
Campaigns |
This workshop is
designed to help small and large nonprofits
contemplating a capital project and/or campaign
learn to plan earlier and better, thus avoiding
many costly and all too common mistakes. The
facilitator will review key steps in planning
and conducting a capital project and will cover
critical questions every nonprofit should ask
before moving forward. |
Lisa Flores,
Gates Family Foundation |
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2B: Nonprofit Survival Guide |
Building on the
vibrancy and value of the nonprofit sector, the
session will analyze the current economic
situation and explore avenues for nonprofits to
not only survive but also thrive by engaging
staff, board and volunteers to help advance
missions. By offering practical examples and
ideas, this session will cover outreach,
communications, strategic collaboration and
approaches to invigorate boards to become active
ambassadors. |
Jeff Pryor,
Anschutz Family Foundation |
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2C: Planned Giving Program in One Hour a Week |
You’ve heard
about planned giving, and you know that it can
be an important source of gifts. Maybe you’ve
put “Start a Planned Giving Program” on your
2009 “to do” list. But where do you start? What
do you need to know about the many different
gift planning strategies? What are the best
places to invest your precious time for planned
giving success?At this presentation, you will
learn why Planned Giving is worth your time;
how to explain Planned Giving to your senior staff and board
and get their buy-in; which of your donors are
the best Planned Giving prospects; what you need to know
(and not much more!) about the many Planned Giving vehicles;
the TOP TEN things to do to get a Planned Giving program
started. |
Dan Harris,
Wells
Fargo Bank Charitable Management Group
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2D: Weathering the Storm - Financial Management
in Challenging Times |
Organizations with strong
financial management practices will be better
positioned to withstand tough times and make
effective strategic, operational, and
programmatic decisions. This training will give
your organization an overview of the most
critical things you need to know, and do, during
a recession to keep your organization
financially viable, operating transparently, and
serving constituents and shareholders
accountably! Each participant will receive a
comprehensive toolkit that contains practical
information, tools, and resources to help you
immediately implement what you learn within your
organization. This class is based on data
gathered through the
Weathering the Storm project, a
collaborative initiative between the Community
Resource Center and the Colorado Nonprofit
Association. |
Sharon Knight,
Colorado Nonprofit Association |
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2E: Working with the Logic Model (Under Duress
or Desire) and Retaining a Sense of Humor |
This session
will help participants develop an understanding
of the logic model; participants will learn how
a logic model can monitor progress, expose
assumptions, restrain over-promising, promote
communication and serve as an evaluation
framework. The interactive session will give
participants hands-on experience and renewed
confidence regarding strategic planning and
evaluation. |
Misty Schulze,
OMNI Institute |
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2F: Legal Requirements and Ethical Issues for
Nonprofits |
Legal and
ethical compliance is an essential best practice
for nonprofit organizations, especially during
difficult times when competition for funding and
donor scrutiny increases. To help your
organization ensure that it is effective in
these areas, this session will cover topics
including transparency, conflicts of interest,
fiduciary responsibility for directors and
officers, duties of nonprofit board members,
legal and ethical issues around financial
management, and risk management. Additionally,
this session will include practical tips on
implementing these ideas through policies and
integrating this thinking into your
organizational culture. |
Sara
Craig-Scheckman, Craig-Scheckman Foundation |
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2G: Social Media for Nonprofit Organizations |
Social media can help your
organization engage more constituents, raise
more money, or bring your mission to new
audiences. Don’t know where to start? Come to
this session to learn about the basics about
major social media tools available to nonprofit
organizations, how to decide if your
organization should use them, how to get
started, and how to measure return on investment
related to social media. The session will also
include visits to social media sites (Facebook,
Twitter, and others), plus a look at how some
organizations have successfully used social
media tools. |
Lauren Price,
Community Resource Center |
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