Map of Breakout Rooms / Tracks
Community Vitality Summit Amphitheater
Strauss
Map of Ballroom / “The Buzz” Tables TRACK “Craft Your Public Image” “Front Line Leadership Skills” “Know Your Audience” “New Media for Non-Techies” “The View from 30,000 Feet” “Show Me The Money” “Collaborators’ Corner”
Tuesday, September 29, 2009 COLOR
*Note: shaded tables have different tracks for The Buzz Parts 1 and 2 For more information see pages 14-19.
Four Points by Sheraton Leominster, MA Go out on a limb – that’s where the fruit is. These uncertain times are stressful – tried and true methods aren’t getting the same results and the way forward is unclear; at the same time, pressure to innovate and expand mounts from all sides. You’ve heard more than once that this crisis is an opportunity for those who will stretch out and grab it – but you are well aware of the inherent risk of overreaching. You’re being told that those that make it through this time will emerge as stronger and more efficient agents of change – but hear the implication that those struggling to survive are somehow at fault. You know there is fruit out there, you know where it is, but you need the skills and the support to go out on the limb and get it – without breaking your neck.
P1 Check out our Schedule of Events
P13
Keynote Speaker Hal Schippits, Ph.D.
We all know that a one-day conference – no matter how well executed – is not going to make or break your long-term chance for success. But for today you can step away from the everyday crises of your work to rediscover possibilities and perhaps uncover entirely new ideas. Take notes, share ideas with your peers, pick the brains of the more than forty professional consultants here today, and begin formulating next steps for your plan. When you’re ready to go deeper, contact the Institute for Nonprofit Development, and we will share the resources we have with you.
P14-19 The Buzz Descriptions
“The Buzz” Topics
Welcome Dear Colleagues,
“Craft Your Public Image” (PR and Public Policy) Track
Welcome! At Mount Wachusett Community College, we are well aware of the unique contribution we can make to our region’s long-term vitality. Here at the Mount, we have risen to this challenge by institutionalizing our responsibility to you through the Center for Democracy and Humanity, established in 2005. The Center catalyzes social stewardship – not only of our own students and faculty – but of young people, residents, and leaders in North Central Massachusetts. At the Center, we partner with others to address economic and educational needs of children and families, cultivate service in future generations, and contribute to positive social changes – resulting in tens of thousands of hours of service for our residents’ direct benefit. On behalf of Mount Wachusett Community College, I am proud to present the 2009 Community Vitality Summit, made possible through the Administration for Children and Families’ Compassion Capital Fund (CCF). As part of the U.S. Department of Health and Human Services, the CCF helps faith-based and community organizations increase their effectiveness and enhance their ability to provide social services by building long-term organizational capacity. CCF works through intermediary organizations that serve as a bridge between the federal government and faith-based and community organizations. As one of 37 intermediary organizations selected from a competitive pool of nearly 800 applicants across the country, the Institute for Nonprofit Development – a program of the Center for Democracy and Humanity at Mount Wachusett Community College – provides skill-building training, supervised placement of student volunteers with associated host-site support, professional management coaching, and financial support to build your capacity through competitive regrants of 40% ($80,000/year for three years) of our federal award. Please take full advantage of this opportunity and stay connected with us throughout the upcoming year at www.mwccconnects.us. Enjoy! Sincerely,
Daniel M. Asquino President, Mount Wachusett Community College
Sponsorships Thank you to the following organizations for their generous contributions to the Community Vitality Summit: Associated Grant Makers
Compassion Capital Fund
Table #13: Marketing Yourself – Jay W. Vogt - *Note: Presenter facilitating on this topic during “The Buzz Part 1” only Table #15: Navigating Politics – Maggie Bergin - *Note: Presenter facilitating on this topic during “The Buzz Part 1” only Table #16: PR on a Budget – Kim Cunningham
“Front Line Leadership Skills” Track Table #8: Table #10: Table #18: Table #20: Table #22: Table #24: Table #26:
Lessons in Leadership, Version A – Annarose Ingarra-Milch Reducing Conflict – Diana Brooks Lessons in Leadership, Version B – Charles Milch Community Leadership Styles – Wendy Jill Krom Time Management – Pamela Kristan Transformational Leadership – Dorothy Paleologos Stress Reduction – Cheryl Jones-Reardon
“Know Your Audience” (Community Engagement) Track Table #2: Table #3: Table #4: Table #5: Table #6: Table #12: Table #14:
Customer Satisfaction – Gail Weirick Diversity Initiatives – Claudia Lach Community Development, Version A – Paul Deslauriers Including Stakeholders – Sam Frank Applying Corporate Sales Strategies to Boost Your Nonprofit – J. Sheldon Snodgrass *Note: Presenter facilitating on this topic during “The Buzz Part 1” only Community Organizing – Diane Gordon Community Development, Version B – Kathy Cardella
“New Media for Non-Techies” Track Table #28: Table #30: Table #32: Table #34:
Digital Marketing Strategies – Rahna Barthelmess Easy Social Media Tactics – Bob Cargill Online Fundraising – Maureen Wallbeoff Engage Your Networks – Steven Smith, Dylan Dalton, Janet Powers
“The View from 30,000 Feet” (Organizational Development) Track Table #7: Table #9: Table #11: Table #13: Table #15: Table #17: Table #19: Table #21: Table #23: Table #35:
Consensus Decision Making – Andrea Nager Chasen Creating a Culture of Success – Ha Tran and Iris Weaver Effective Collaboration – Heather Jack and Heather Rogers Strategic Planning – Jay W. Vogt - *Note: Presenter facilitating on this topic during “The Buzz Part 2” only Organizational Evaluation – Julieann Rapoport - *Note: Presenter facilitating this topic during “ The Buzz Part 2” only Identify Your Mission – Monique Morimoto Flaherty Nimble Organizations for the 21st Century – Ingrid Bredenberg Uncovering Organizational Strengths – Alice Leibowitz Setting Organizational Priorities – Ed Hudner and Jane Tuohy Balanced Scorecards – Laura M. Downing
“Show Me The Money” Table #27: Table #29: Table #31: Table #33:
Choosing Your Accounting Software – Camille Livsey Grant Writing, Version A – Joyce Mannis Grant Writing, Version B – Brenda Noel Informed Real Estate Decisions – Peter Holland, Peter Bates, and Ron Zappile
“Collaborator’s Corner” Table #6: An unstructured opportunity to network with peers. *Note: during “The Buzz Part 1 only” to Table #6 Table #25: An unstructured opportunity to network with peers.
Notes
Schedule of Events
8:00 a.m.
Registration / Continental Breakfast
Lobby / Concourse - Grand Ballroom
Introduction
8:45 a.m.
Robin Duncan, Assistant Vice President of Civic and Community Engagement Dr. Daniel M. Asquino, Mount Wachusett Community College President
Overview / Housekeeping Details
8:55 a.m.
Jennifer Wiley-Cordone, Co-Director of the Center for Democracy & Humanity
Session I Workshops
9:00 a.m.
Breakout rooms
10:15 a.m. Mid-Morning Break
Concourse
10:30 a.m. Session II Workshops
Breakout rooms
11:45 a.m. Lunch / Session III “The Buzz – Part 1” – Facilitated Networking
Grand Ballroom
12:30 p.m. Keynote Address
Hal Schippits, Ph.D. – “Living the Life You Anticipated”
1:30 p.m.
Session IV “The Buzz – Part 2” – Facilitated Networking Grand Ballroom
2:30 p.m.
Door Prize Raffles
Grand Ballroom
Closing Remarks
2:45 p.m.
Jennifer Wiley-Cordone, Co-Director of the Center for Democracy & Humanity
3:00 p.m.
Adjourn P1
Session I Workshops: 9:00 - 10:15 a.m. Room Workshop Track
Presenter(s) Kim Cunningham
“Craft Your Public Image” (PR & Public Policy) Track
Diana Brooks
“Front Line Leadership Skills” Track
Gail Weirick, MS
“Know Your Audience” (Community Engagement) Track
Maureen Wallbeoff
“New Media for Non-Techies” Track
Workshop Title Workshop Description Public Relations on a Tight Budget: Tactics You Can Implement Today You need to communicate to your donors and members. But your budget is shrinking and there are no staff resources to dedicate to public relations. Even under these circumstances, it is possible to have a successful PR campaign. During this workshop, you will discover practical, do-it-yourself PR strategies that you can implement with ease. Smaller organizations are under a lot of pressure—they must do it right, the first time. With few resources, you have to make it count! Learn how to write a press release, how to find media contacts, write a letter to the editor, participate in media interviews, and discover what free PR resources are available. Dancing with Porcupines: Practical Strategies for Reducing and Dealing with Conflict In Stressful Times Targeted at Executive Directors, Senior Managers, and Emerging Leaders in any nonprofit, this interactive workshop has been developed in response to the increase in workplace conflict that is being reported during these stressful economic times. While the conflict tends toward verbal rather than physical, it nevertheless contributes to elevated individual stress, reduced productivity, and sometimes even a toxic workplace culture. Participants in the workshop will emerge with insight, skill practice, and practical models related to: typical causes of workplace conflict, why “personality” is not an excuse, a four-step strategy for addressing problems, conflict style model, tips for fostering the conflict-free workplace, and action planning for addressing a specific conflict. Yes, You DO Have Customers! Straightforward Strategies for Satisfying Them How is customer satisfaction relevant to nonprofits? Do nonprofits even have “customers”? When resources are so stretched, why should you, as a nonprofit leader, attend to one more thing? This interactive workshop will make the case that yes, you DO have customers, and identifying your customers, understanding their needs, and satisfying them can not only make your organization a better place to be, but also can help your organization achieve the impact you want. Fortunately, you can do a lot to enhance your customers’ experiences at little or no cost! Expect to experience “aha” moments as you assess the messages your organization may be sending to customers (intentionally or otherwise) about their value to your organization, and about the competence and trustworthiness of your staff. You will learn and share practical customer satisfaction ideas, successes and challenges with your colleagues as you sample a worksheet designed by the presenter. ‘Where’s That Darn Donate Button?’ How to Build Online Engagement Pathways for Easy Action Do you need your online visitors to take specific actions? Confused about how to get your supporters to use your online tools? Low response rates to your email appeals? Join Maureen Wallbeoff of Firefly Partners as she sheds light on the often murky waters of online engagement. This fun and informative session will help you learn what your supporters want to do online and identify common ways you may be making it more difficult for your supporters to take action on your behalf. Together we’ll explore the seven deadly sins of online engagement; identify simple things you can do today to help your visitors get more engaged with your organization; view examples of good (and not so good) donation forms and email messages – just in time to get you ready for the end of year fundraising season! Bring your questions and issues for group discussion and problem-solving. Not a techie? No problem! No IT, web or technical knowledge is needed to get loads of value out of this session.
“The Buzz” Facilitators Table #33: Informed Real Estate Decisions – Peter Holland, CRE; Peter Bates; Ron Zappile
Peter Holland brings over 25 years of Fortune 100 and not-for-profit experience in real estate, economic development and low-income housing. His real estate experience has included a broad range of property types in both domestic and international locations. He is skilled at aligning real estate strategies in support of an organization’s key mission and operational objectives. Peter received a B.A. from Ohio Wesleyan University and a Master in International Business Studies (MIBS) from the University of South Carolina. Peter Bates has been involved in the commercial real estate industry, on the advisory and investment levels, since 2002 and is currently Principal of Breakwater Advisors. With an emphasis on commercial real estate tax appeal, Breakwater provides consulting for a wide variety of clients, including national and regional owners, institutional and regional banks, and third party service providers including property managers, lawyers, special servicers, and accountants. Ron Zappile has almost 40 years of experience across a wide range of disciplines including real estate, supply chain management, logistics and transportation, finance, treasury, engineering research and development, manufacturing, and training and development. Ron recently retired from United Technologies Corporation (UTC), a Fortune 50 $54 billion company after a 32 year career in positions of increasing responsibility, his last serving as UTC’s Director of Global Real Estate Operations and also as President of United Technologies Realty Inc. (UTR), a wholly owned UTC subsidiary. Ron is currently Principal of The Zappile Group, LLC., an independent consulting group focusing on Organizational Analysis, Restructuring and Supply Chain Management among other areas, and is also now associated with Bartram & Cochran, a Hartford, Connecticut-based real estate advisory firm.
Table #34: Engage Your Networks – Steven P. Smith, Dylan Dalton, Janet Powers
Steven P. Smith is Principal of It’s The Results, LLC, a firm providing consultation to associations and nonprofits in the areas of board development, fundraising, strategic plan facilitation, and interim executive service. Steve completed a thirty year career with the American Lung Association, where he served as a successful fundraising executive in New Hampshire for fifteen years, and on the management team at national headquarters as Vice President of Field Operations, where he provided recruitment/orientation/training for new chapter executives in the field. Steve has written on strategic plan implementation for Association Executive Magazine, and on leadership for the Nonprofit Journal and the BoardSource Magazine. Steve teaches courses in Board Governance, Nonprofit Promotion, and Fundraising for Northeastern University in the Nonprofit Management graduate certificate program. Dylan is a seasoned professional with over eighteen years experience providing clinical, supervisory, training, consulting and management services to the following sectors and populations: education, rehabilitation, elder care and Head Start. He holds masters in social work from Boston College, and a masters in organizational development from American University. Mr. Dalton is an independent consultant and principal of Solas Consulting. A graduate of the University of Massachusetts with a degree in marketing, Janet Powers began her career at several Boston companies before joining Fidelity Investments in 1994 as a financial analyst. In January of 2008 Janet took her wealth of business experience and struck out on her own, founding Expressive Web Solutions. The company quickly became a regional leader in providing web-based solutions for a wide variety of businesses, and Janet used her ability to connect with people to put her growing business on the map. While building Expressive Web Solutions, Janet was also laying the groundwork for a dynamic new web destination designed for working women - Diva Toolbox™.
Table #35: Balanced Scorecards – Laura M. Downing
Laura Downing is the founder and managing partner of Ascendant Strategy Management Group, a consulting and training firm dedicated to helping social and public sector organizations increase their effectiveness through strategy implementation. Laura has spent over 15 years coaching and mentoring senior leaders on how to effectively drive change with the Balanced Scorecard. Before founding Ascendant, Laura was one of the founders and senior executive leaders of Balanced Scorecard Collaborative, together with Drs. Robert Kaplan and David Norton. She was responsible for leading the Strategy Services consulting team, thought leadership, and knowledge sharing. She was also a key member of the team who tailored Balanced Scorecard methodology for government and non-profit organizations. Laura is a regular speaker and instructor at Balanced Scorecard and performance measurement conferences.
P19
“The Buzz” Facilitators Table #27: Choosing Your Accounting Software – Camille Livsey
Camille Livsey is a Certified MIP Fund Accounting Consultant, Certified Sage Fundraising 50 Consultant, Certified QuickBooks Pro-Advisor, and previous Blackbaud Service Provider. She has more than 16 years of experience in nonprofit accounting and development, including eight years of employment as an Executive Director and Development Co-chair of a Hartford, Connecticut nonprofit organization. Camille received her Bachelor’s Degree in Communications from Boston University and her MBA in Finance from the University of Connecticut.
Table #28: Digital Marketing Strategies – Rahna Barthelmess
For over 20 years, Rahna has passionately built some of the world’s beloved brands, most notably LEGO® Toys, Miracle-Gro® Plant Food, and Texaco® Gasoline. She has taught leaders from many different arenas and shared her branding expertise with thousands of people in a variety of industries. In her workshops, Rahna translates classic marketing ideas into practical personal branding “how-to’s” that audiences can immediately apply to their own business lives.
Table #29: Grant Writing – Joyce Mannis
Joyce Mannis is the owner and founder of Non-Profit Management Consulting, a free-lance consulting and advisory service offering expertise in such areas as marketing and client development, donor development and fund raising, grant writing, planning and media relations to non-profit managers. Ms. Mannis has an MBA degree from Simmons College – Simmons School of Management.
Session I Workshops: 9:00 - 10:15 a.m. Room Workshop Track
Judy Freiwirth “The View from 30,000 Feet” (Organizational Development) Track *Note this double session runs from 9:00 – 11:45 a.m. across both Sessions I and II
Double Session
Laura M. Downing
Table #30: Easy Social Media Tactics – Bob Cargill
Bob Cargill is recognized for his expertise as a direct marketing practitioner as well as his evangelism on behalf of blogs and other social media communications tools. Having labored in the marketing trenches since 1983, he has written or managed the creative development of projects that have been honored with more than 40 awards, including Gold from the New England Direct Marketing Association for his blog, A New Marketing Commentator, and Silver for Best Copywriting. Bob has presented many times at industry events and has been published or quoted on the subjects of copywriting, direct marketing and blogging in numerous media outlets, including The New York Times, DIRECT Magazine and DM News. Bob is a Past President of the New England Direct Marketing Association and a graduate of the MetroWest Leadership Academy. He was recently named the New England Direct Marketing Association’s “Direct Marketer of the Year” for 2009.
“The View from 30,000 Feet” (Organizational Development) Track
Table #31: Grant Writing: – Brenda Noel
Brenda Noel, founder of Brenda Noel Consulting, has over 15 years experience in the public and non-profit sectors, working as a grant manager, program developer, trainer, manager, and advocate. As a federal grant manager for the state, she developed an effective understanding of the interdependent relationship between government agencies and non-profits. Her current services include strategy development, capacity building, grant writing, fundraising, and conference planning. She holds a Masters Degree in Macro Social Work from Boston University and is a Licensed Clinical Social Worker in the State of Massachusetts.
Table #32: Online Fundraising – Maureen Wallbeoff
Maureen Wallbeoff, Vice President at Firefly Partners, was with Planned Parenthood of Connecticut for 16 years and grew her career from clinic assistant to the Director of e-Business. She brings more than ten years of online campaign development and deployment with her as well as a solid grounding in the business needs of the nonprofit sector. Since 2001, Maureen has been a thought-leader focused on the online work of nonprofits.
P18
Workshop Title Workshop Description
Presenter(s)
Community-Engagement Governance: An Innovative Framework for Community Impact As nonprofits experience budget cuts and layoffs in this troubled economy, it is even more important for nonprofits and their boards to engage their communities to help navigate difficult times ahead and build community ownership. Community-Engagement Governance™ is an innovative and effective framework that includes an organization’s stakeholders in key governance decisions for an organization’s future. It is built upon principles of inclusiveness, participatory democracy, self-determination and genuine partnership. It is an approach in which governance responsibility is shared across the organizational system among the key sectors of an organization, including its constituents and community, staff and board to ensure community impact and organizational viability. This highly interactive workshop will help participants learn about this new approach and tools to help them adapt this model to their own organizations. For this advanced workshop, board members and executive directors are strongly urged to attend together as a team. Driving Results with the Balanced Scorecard Now more than ever, organizations must turn to strategy for guidance on how they will survive in a time of unprecedented change. But how do you manage your strategy in a way that strengthens your organization and positions you for future success? It’s not easy to do – 9 out of 10 organizations fail to implement strategy – but done well, it can position your organization for long term, measurable results. Strategy-focused organizations are more efficient, effective, and produce outsized results. The Balanced Scorecard is the “strategic chart of accounts” for organizations that focus on strategy. It captures both the mission, financial and non-financial elements of an organization’s strategy, and discusses the cause and effect relationships that drive business results. In nonprofit organizations, a Balanced Scorecard allows senior management to clearly define results and the key drivers of that impact. This workshop will demonstrate how the Balanced Scorecard is being used within nonprofit organizations to drive measurable results.
Diane Gordon
“Delivering High Quality Programs” (Program Development) Track
Claudia Lach
Using Logic Models to Strengthen Your Programs Everyone is talking about Logic Models as part of best practice for nonprofits, but what are they and how do you really use them? This workshop will help participants to become familiar with the terminology and learn in a hands-on fashion how to build a logic model. Participants will see how to use a logic model for their own organization to develop programs, improve programs, and create a process for ongoing organizational learning and growth.
P3
Session I Workshop Notes
“The Buzz” Facilitators Table #21: Discovering Organizational Strengths – Alice Leibowitz
*Note: Participants are asked to remain at this table for The Buzz Parts 1 and 2 Alice Leibowitz, Partner in Insight Unlimited, LLC has worked with non-profit organizations - as a volunteer, a staff member, an administrator, and now as a consultant - since 1987. Since 2002, she and partner Grace Potts have dedicated their service to bringing out non-profit organizations’ inner wisdom and potential to help them be the best they can be.
Table #22: Time Management – Pamela Kristan
Pamela Kristan, author of The Spirit of Getting Organized: 12 Skills to Find Meaning & Power In Your Stuff, has helped thousands of individuals and organizations improve their lives through workshops, talks, retreats and consultations. She has been working with nonprofit organizations like the Nonprofit Management Institute, Grassroots International, and Riverside Community Care since the late 80’s. As a recognized expert, she moderated speak-outs for the first two National Take Back Your Time Day events.
Table #23: Setting Organizational Priorities – Ed Hudner and Jane Tuohy
Ed Hudner is a partner of Cambridge Hill Partners, Inc. and leads the firm’s strategy and organizational development practices. Ed has extensive experience working with organizations to develop compelling strategic directions that engage stakeholders in meaningful ways and result in feasible plans. Within the corporate sector, Ed has consulted to Fortune 100 companies in the areas of strategic innovation and new product development. Ed’s career also includes line management responsibility for sales and marketing within the high technology. He holds a M.B.A. from Boston University. Jane Tuohy is a partner of Cambridge Hill Partners, Inc. and leads the firm’s diversity practice. Jane helps non-profits, colleges and universities to develop and implement strategies for advancing diversity and inclusion. She serves as a senior advisor to a number of Chief Diversity Officers and also coaches individual leaders in universities, academic medical centers, and non-profit organizations on issues of diversity and inclusion. Jane has worked on issues of glass ceilings for minorities and women internationally. She is a frequent presenter at conferences. Since 2000 Jane has been an adjunct faculty member of the Yale Center for Learning and Development. Jane is also a certified Executive Coach.
Table #24: Transformational Leadership – Dorothy Paleologos
Dorothy Paleologos is Principal, NetMark Associates, a New England based consulting firm providing strategic planning, leadership development and marketing for nonprofit organizations. She has successfully led many nonprofit organizations through transformational changes. Prior to devoting her career to the nonprofit sector, she had the opportunity to work closely with senior management at Aetna during a transformational change. Dorothy held a variety of management positions providing leadership in strategic planning, public policy advocacy, marketing, process improvement, program development and information technology. She has managed staffs ranging from 2 to 150 employees. She graduated with honors with a Bachelors of Science degree in Social Sciences from the University of California and a Masters Degree in Business Administration from Rensselaer Polytechnic Institute.
Table #25: Collaborators’ Corner – An unstructured opportunity to network with peers. Table #26: Stress Reduction – Cheryl Jones-Reardon
Cheryl Jones-Reardon, owner of The Mindful Path, LLC, works with inspired individuals and business leaders to help them achieve their health goals by practicing mindfulness and mastering self-care. Cheryl holds a Master’s degree in Exercise Science from the University of Connecticut and a Certificate in Spirituality from Saint Joseph College. She has been extensively trained in Mindfulness-Based Stress Reduction (MBSR) at the Center for Mindfulness through the University of Massachusetts Medical School. She is a lecturer in the Department of Mathematics, Science, and Health Careers at Manchester Community College. She regularly presents at hospitals and retreat centers throughout the state and is the author of Mindful Exercise.
P4
P17
“The Buzz” Facilitators Table #15: Organizational Evaluation – Julieann Rapoport *Note: “The Buzz - Part 2” only
Julieann Rapoport of The Community Consulting Initiative (TCCI) has more than 20 years of experience working in and with a variety of nonprofit entities in the United States as well as overseas. TCCI provides organizational consulting and training in the areas of planning and evaluation, with a specialization in the collection, analysis and synthesis of data that can help organizations answer important questions about their effectiveness in improving communities and lives. Julie is currently working toward completion of a Certificate in Evaluation Practice from The Evaluators’ Institute at George Washington University’s Trachtenberg School of Public Policy and Public Administration.
Session II Workshops: 10:30 - 11:45 a.m. Room Workshop Track
Presenter(s) Maggie Bergin
“Craft Your Public Image” (PR & Public Policy) Track
Table #16: PR on a Budget – Kim Cunningham
Kim Cunningham founded Cunningham Strategic Communications (CSC) in February 2007. CSC, a Bostonbased cause marketing firm, partners with mission-focused clients to develop and implement comprehensive, cost-effective public relations strategies. For more than a decade, Kim has worked extensively with nonprofit organizations, including government offices, medical associations, not-for-profit television, and patient advocacy groups. Prior to CSC, Kim worked in the American Heart Association’s Office of Public Advocacy as a Communication Manager. Before joining the AHA, Kim served as the Director of Public Relations and Managing Director of Development for the American Medical Student Association (AMSA). Kim managed the overall public relations program and the fundraising initiatives for the 67,000 member organization.
Table #17: Identify Your Mission – Monique Morimoto Flaherty, MS, CPCC
Monique Morimoto Flaherty, MS, CPCC is the principal of SoulWorks Coaching® and co-founder of Coaching4Value who partners with non-profit leaders and management teams inspiring them to transform themselves and their organizations from the inside out. Monique integrates her MS in Quality Management, successful 20 year career, coaching skills and spirituality to assist non-profits in implementing sustainable business practices and staying true to their mission and values. Certified through the Coaches Training Institute, she is also a featured author in two books on emotional and spiritual wellness.
Workshop Title Workshop Description Navigating the Political Waters Having sat on both sides of the table (the side of the elected official and the side of the constituent), The Art of Politics brings a light-hearted and interactive approach to this workshop about government affairs and issue advocacy. Now it is more important than ever that nonprofits engage and educate elected officials. Attendees will learn how and why to craft meetings with elected/agency officials, how to get the most out of those interactions, and how to avoid some ‘rookie’ government affairs missteps.
Annarose Ingarra-Milch Productive Meetings - A Lesson in Leadership Productive meetings are critical to any organization whether one is the convener or the contributor. Productive meetings are a showcase for leadership – they save time and produce results.
“Front Line Leadership Skills” Track
Charles Milch
Productive Meetings – A Lesson In Leadership is a workshop designed to help each attendee become an expert meeting leader or active participant, regardless of position. Attendees learn the essentials of productive meetings and the techniques and skills needed to create an energetic meeting atmosphere that ensures quality and results. From pre-planning preparations, to the meeting agenda, to overcoming personality challenges, this interactive workshop offers the step by step tools needed to ensure meetings are time efficient, results-focused, and effective.
Table #18: Lessons in Leadership – Charles Milch
Charles Milch, with his business and life partner Annarose Ingarra-Milch (Table #8), own ROI Training & Consulting, a Reading-based, Pennsylvania certified Woman Business Enterprise committed to helping organizations and individuals identify, plan, and achieve professional and personal goals. Charles is a celebrated national speaker and member of the International Speakers Bureau Network. Charles and Annarose are authors as well - contributing work with Stephen Covey and Brian Tracy in the book, Speaking of Success. Their second book, One Great Idea Can Revolutionize Your Business, was released last year.
Table #19: Nimble Organizations for the 21st Century – Ingrid Bredenberg
Ingrid Bredenberg, M.A. is a strategic coach who helps leaders and teams work together better. She works with organizations around the country, helping them create high-performing cultures of trust and accountability. Ingrid brings over 20 years of experience to her executive coaching and training programs. She and her colleagues work with leaders and teams in government, healthcare, education, non-profits, community groups and boards of directors. Ingrid received her Master’s Degree in Industrial/Organizational Psychology from the University of New Haven. She has lived, worked and studied in Europe, Japan, Hong Kong and Taiwan.
Paul Deslauriers “Know Your Audience” (Community Engagement) Track
Bob Cargill
Table #20: Community Leadership Styles – Wendy Jill Krom
Wendy Jill Krom has been working in the community development field since 1990 with non-profit organizations, neighborhood groups, schools, community coalitions, youth groups and government. Her experience includes rural and urban community organizing. She strongly believes in the power of people working together to improve their community, school, and/or workplace. She has a Master’s Degree in community development from the University of Wisconsin-Madison.
P16
“New Media for Non-Techies” Track
A Roadmap to Community Empowerment and Success Get the essential tools and insights to support and develop your thriving grassroots group and accomplish your community initiatives. Learn six essential characteristics of successful and effective groups. Here are some of the questions we will answer: How do you engage and enroll your local community? How do you maintain participation? Is there a way to tap the power of community? How do you prevent or handle conflict? What are the best approaches for marketing your group? What is the optimal organizational form? What does it mean to be an organizer or leader of a group? What is the best way to run a meeting or hold an event? The workshop will be interactive and will demonstrate community development principles among the workshop participants. How Direct Marketing Skills Can Help You Succeed in Social Media By now not only has everyone in business heard of social media marketing, they know just how rapidly it’s becoming practically a required practice on the job. But who has the time? And even if you do have the time, do you really understand how to navigate the social web successfully? You will if you attend this seminar, in which you’ll discover the many similarities between social media and direct marketing – both are heavily concerned with sender and receiver, offer and response, testing and refinement, metrics and measurability. And finally, perhaps most important of all, both are intended to help you and your organization achieve greater success. In this seminar, Bob Cargill will teach you how to leverage some of today’s most popular social media tools. You’ll learn the steps you need to take to use a blog, Twitter, LinkedIn and Facebook to position you and your organization as knowledge leaders, community builders and people everyone will want to faithfully follow.
“The Buzz” Facilitators
Session II Workshops: 10:30 - 11:45 a.m. Room Workshop Track “The View from 30,000 Feet” (Organizational Development) Track *Note this double session runs from 9:00 – 11:45 a.m. across both Sessions I and II
Workshop Title Workshop Description
Presenter(s) Judy Freiwirth
Double Session
Community-Engagement Governance: An Innovative Framework for Community Impact As nonprofits experience budget cuts and layoffs in this troubled economy, it is even more important for nonprofits and their boards to engage their communities to help navigate difficult times ahead and build community ownership. Community-Engagement Governance™ is an innovative and effective framework that includes an organization’s stakeholders in key governance decisions for an organization’s future. It is built upon principles of inclusiveness, participatory democracy, self-determination and genuine partnership. It is an approach in which governance responsibility is shared across the organizational system among the key sectors of an organization, including its constituents and community, staff and board to ensure community impact and organizational viability. This highly interactive workshop will help participants learn about this new approach and tools to help them adapt this model to their own organizations. For this advanced workshop, board members and executive directors are strongly urged to attend together as a team.
Jay W. Vogt Coaching Your Board to Govern, Not Manage Join us for a highly focused yet interactive workshop about a simple yet powerful nonprofit board practice that could dramatically benefit your board – right away! Beginning with board roles, we’ll show you how to how to set board goals, empower board committees, and build an annual board work plan – fast. This method was featured in Advanced Philanthropy.
“The View from 30,000 Feet” (Organizational Development) Track Julieann Rapoport “Delivering High Quality Programs” (Program Development) Track
Evaluation as an Organizational Tool Evaluation is often perceived as a process imposed upon an organization, rather than as an opportunity for organizational learning. In fact, evaluation is an important and powerful tool that can help nonprofits assess the extent to which their work is fulfilling the organization’s mission. Julie Rapoport of The Community Consulting Initiative will share basic evaluation processes that senior management, board members, funders, direct service staff, and program participants alike can apply to their organizational realities. In this interactive workshop, participants will have the chance to put their new evaluation skills into action!
Table #9: Creating a Culture of Success – Ha Tran and Iris Weaver
Ha got her Associate’s degree in Science at Illinois Valley Community College, Oglesby IL and her BS in Economics at Illinois State University, Normal, Illinois. In 2004 she started her own business, Ultimate Office Solutions, working with companies to improve overall performance and revenue. Ha’s expertise is working with leaders to create a management style where financial information is openly shared with all employees. Iris Weaver has a background in community organizing, with experience in facilitating groups of varied participants.
Table #10: Reducing Conflict – Diana Brooks
Diana Brooks has over 20 years of experience as an independent trainer, coach and consultant. Her firm, Diana Brooks Associates Consulting & Training, was founded in 1986 in the Washington, DC area and is now based in Williamstown, MA. She has worked with a range of organizations from nonprofits to multinational Fortune-100 companies, including the Human Service Forum, the American Red Cross, the Clark Art Institute, Berkshire Family and Individual Resources, and the American Lung Association. Diana’s career began in college teaching but quickly grew beyond the classroom walls into applied work in both large and small organizations.
Table #11: Effective Collaboration – Heather Jack and Heather Rogers
Heather Jack, Managing Partner of Massachusetts Nonprofit Support Services, is a graduate of Middlebury College and holds an MBA from Babson College. Heather’s experience includes founding a nonprofit called The Volunteer Family. Heather also has extensive nonprofit and for-profit development and marketing experience. She brings 15 years professional practice writing and reviewing grant proposals. Additionally, she manages a program that encourages and teaches youth about community needs and the importance of effective charitable giving. Heather Rogers, Managing Partner of Massachusetts Nonprofit Support Services, is a graduate of the University of New Hampshire and holds a Master of Science in Finance from Suffolk University. Heather brings over a decade of experience to MNSS, including corporate finance as well as nonprofit finance and accounting, operations management, IT and database management and revenue recognition. Heather is active in her community where she currently serves as co-chair for the town finance committee.
Table #12: Community Organizing – Diane Gordon
Diane Gordon is a former tenant and community organizer with 30 years of experience in nonprofit executive management, leadership, and consulting. Prior to becoming an independent, Ms. Gordon was the Executive Director of Management Consulting Services, the National Coordinator of Resident Leadership Initiatives for NeighborWorks America, and the Executive Director of the Massachusetts Tenants Organization. She holds a B.A. in Philosophy from Brown University.
Table #13:
Marketing Yourself – Jay W. Vogt Strategic Planning – Jay W. Vogt
*Note: “The Buzz – Part 1” only *Note: “The Buzz – Part 2” only
Jay W. Vogt is an organizational and human development consultant with over 25 years of experience working with government, nonprofit organizations, corporations, and small businesses. A more detailed biography is available on page 12 of the program.
Table #14: Community Development – Kathy Cardella Table #15: Navigating Politics – Maggie Bergin
* Note: “The Buzz – Part 1” only
Maggie Bergin is a former Economic Development Specialist for Congressman John W. Olver (MA-01), Chair of the House Appropriations Subcommittee on Transportation, Treasury, and Housing and Urban Development. After her work with federal appropriations, Ms. Bergin was the Legislative Director for the International Economic Development Council (IEDC) and the Association of Defense Communities (ADC), representing the interests of economic developers and communities impacted by base closure and realignment (BRAC). Maggie Bergin is currently the principal at The Art of Politics, where she navigates the political waters for her clients.
P6
P15
“The Buzz” Facilitators
Session II Workshop Notes
(Listed in numeric order by table number) Table #1: Reserved Table #2: Customer Satisfaction – Gail Weirick, MS
Gail Weirick has more than 20 years experience training, consulting, and managing in nonprofit human service and public health organizations. Her formal education is in psychology, sociology and family studies, with continuing education in organizational management and development and public health. For 13 years, she was on staff at the Western Massachusetts Center for Healthy Communities, consulting with and training leaders and staff of dozens of nonprofit organizations, coalitions, agencies and educational institutions.
Table #3: Diversity Initiatives – Claudia Lach
Claudia Lach is the Principal of Lach Training and Consulting, an organizational development firm that works with public and nonprofit organizations to facilitate the development of human capacity and organizational systems needed to fulfill their missions. Ms. Lach founded Lach Training & Consulting in 2000 after a successful career in higher education administration and non-profit management. Her services focus on strategic planning, program development, outcome measurement, and diversity initiatives. Ms. Lach, a native of Argentina, holds a Master’s in Management from Lesley University, a Master’s in Museum Studies from City College of the City University of New York, and a B.A. in Education and Art History from Haifa University, Israel. She has also been an instructor at Middlesex Community College Business & Industry Program.
Table #4: Community Development – Paul Deslauriers
As an organizational development consultant author Paul Deslauriers has assisted over two hundred TV broadcasting stations, advertising agencies, corporations and public service grassroots groups in finding their paths to positive energy and sustained success. His most recent book, “Grassroute Guide: A roadmap to community empowerment”, will be available at the Summit and www.grassroute.org.
Table #5: Including Stakeholders – Sam Frank
Sam Frank founded Synthesis Partnership in 1995 to assist nonprofits with strategy, planning, and organizational development and change. His clients have represented a variety of sectors, sizes, maturities and experiences. Sam has experience as a staff member, volunteer, and trustee as well as a consultant. He has served on the boards of local and national non-profit organizations addressing education, health care, preservation, homelessness and the environment.
Table #6: Applying Corporate Sales Strategies to Boost Your Nonprofit – J. Sheldon Snodgrass *Note: “The Buzz - Part 2” only
J. Sheldon Snodgrass, MBA is a Certified Guerrilla Marketing Coach, Nx Level Business Planning Instructor, and National Speaker. His recently published chapter on salesmanship helped propel the latest Guerilla Marketing book (Guerilla Marketing on the Front Lines) to an Amazon.com best seller in the business category. Bringing 15 years worth of sales and marketing management expertise, Sheldon works with mission driven organizations to help them sell while they serve.
Table #7: Consensus Decision Making – Andrea Nager Chasen
Andrea Nager Chasen, the founder and principal of RESOLUTIONS, is a lawyer, mediator, trainer, and facilitator. In her work as a consultant, she provides services to a wide range of clients. She has provided workshops on negotiation, interpersonal and business communication, conflict management, effective problem solving and mediation. She assists clients in identifying sources of conflict and organizational issues that negatively impact communication and productivity and then designing interventions to eliminate the problems. Attorney Chasen is an adjunct professor and has taught at a number of colleges, including the Harvard Program on Negotiation and Western New England College.
Table #8: Lessons in Leadership – Annarose Ingarra-Milch
Annarose Ingarra-Milch, with her business and life partner Charles Milch (Table #18), own ROI Training & Consulting, a Reading-based, Pennsylvania certified Woman Business Enterprise committed to helping organizations and individuals identify, plan, and achieve professional and personal goals. Along with Charles, Annarose is a celebrated national speaker and member of the International Speakers Bureau Network. Annarose and Charles are authors as well - contributing work with Stephen Covey and Brian Tracy in the book, Speaking of Success. Their second book, One Great Idea Can Revolutionize Your Business, was released last year.
P14
P7
Workshop Presenter Biographies Maggie Bergin Maggie Bergin is a former Economic Development Specialist for Congressman John W. Olver (MA-01), Chair of the House Appropriations Subcommittee on Transportation, Treasury, and Housing and Urban Development. During her tenure, Ms. Bergin successfully connected projects and programs with federal funding, tripling the annual average appropriation to her area of Olver’s district. After her work with federal appropriations, Ms. Bergin was the Legislative Director for the International Economic Development Council (IEDC) and the Association of Defense Communities (ADC), representing the interests of economic developers and communities impacted by base closure and realignment (BRAC). Among her accomplishments at IEDC and ADC, Ms. Bergin affected the content and progress of federal legislation/rule making related to economic development (e.g., eminent domain law and military base redevelopment policies) and created a bicameral Congressional Caucus to promote the interests of communities impacted by BRAC. Maggie Bergin is currently the principal at The Art of Politics, where she navigates the political waters for her clients. Ms. Bergin creates powerful and persuasive communication strategies, clearly articulates policy messages, and follows through like nobody’s business. She’d love to speak to you about how to make your interactions with elected officials yield tangible results. The Art of Politics is located in Holyoke, Massachusetts. Ms Bergin is a founding board member of Friends of Pulaski Park, a not-for-profit urban park advocacy organization in Holyoke. Ms. Bergin is also a board member of Wistariahurst Museum in Holyoke.
Diana Brooks Diana Brooks has over twenty years’ experience as an independent trainer, coach and consultant. Her firm, Diana Brooks Associates Consulting & Training, was founded in 1986 in the Washington, DC area and is now based in Williamstown, MA. She has worked with a range of organizations from nonprofits to multinational Fortune-100 companies, including the Human Service Forum, the American Red Cross, the Clark Art Institute, Berkshire Family and Individual Resources, and the American Lung Association. Diana’s career began in college teaching but quickly grew beyond the classroom walls into the ‘real world’ of work in both large and small organizations. Diana’s enjoyment of her work is contagious, reflected in her dynamic, interactive style and in the comments of participants describing the warm, practical, and engaged style of this presenter.
Bob Cargill Bob Cargill is recognized for his expertise as a direct marketing practitioner as well as his evangelism on behalf of blogs and other social media communications tools. Having labored in the marketing trenches since 1983, he has written or managed the creative development of projects that have been honored with more than 40 awards, including Gold from the New England Direct Marketing Association for his blog, A New Marketing Commentator, and Silver for Best Copywriting. Bob has presented many times at industry events and has been published or quoted on the subjects of copywriting, direct marketing and blogging in numerous media outlets, including The New York Times, DIRECT Magazine and DM News. Bob is a Past President of the New England Direct Marketing Association and a graduate of the MetroWest Leadership Academy. He was recently named the New England Direct Marketing Association’s “Direct Marketer of the Year” for 2009.
P8
Keynote Speaker Hal Schippits, Ph.D. Dr. Hal Schippits is a native of Chicago, Illinois. He is an ordained United Church of Christ minister, a Licensed Independent Clinical Social Worker, and a Clinical Psychologist. He has served in several churches and was a chaplain in the Minnesota National Guard for fifteen years. While completing his Doctorate in Clinical Psychology he worked for one year at the Federal Medical Center in Rochester, Minnesota with prisoner/inmates who were mentally ill and/or chemically dependent, or had to be psychologically evaluated as part of their treatment for medical problems. He was the Director of the Hennepin County Mental Health Center’s Adult Day Treatment Program in Minneapolis, Minnesota for over 22 years. At that time it was the most intensive psychotherapy program Hennepin County had for dealing with its most seriously and persistently mentally ill clients. Dr. Schippits also worked for eight years in the Developmental Disabilities Division of Hennepin County supervising a unit of twelve social workers who supervised the care of approximately 1,000 clients living throughout Minnesota. He retired from Hennepin County in 2003. Currently Dr. Schippits is in private practice doing individual, couples, and family therapy in south Minneapolis at the TRUST Family Center at Judson, and is the Clinical Coordinator of that Center. In addition, he is the part time visitation pastor at the New Brighton Minnesota United Church of Christ. He has been doing motivational speaking, teaching, and consultation on a part time basis for over thirty five years on a national basis. His approach is filled with warmth, humor, and with a strong emphasis on maintaining positive attitudes and values. He presents on various topics which include, but are not limited to - the use of humor as a survival technique, leadership skills in a diverse work environment, finding a work/life balance, compassion fatigue, as well as gender differences in communication and work patterns. He especially enjoys creating unique presentations for the distinctive needs of each audience he addresses. Of all of the things that are true about Dr. Schippits, he reports the most cherished aspects of his life are his family which include his two wonderful children, Amy and Peter, his three exceptional grandsons – Zachary, James, & Keaton, and his wife Sandra, with whom he is pleased that she is still willing to live with him.
Keynote Address “Living the Life You Anticipated” As a younger person you had dreams and expectations of your personal as well as professional future. How is that going? What is your work/life balance? The challenges in modern life can seem to be attacking from all sides, in both personal and professional areas, which can throw a person off balance. Decisions are required, often without the time necessary to thoroughly evaluate various situations. Dr. Schippits describes how a person’s attitudes and values can clearly set the stage for success and/or disappointment in facing these life challenges. He encourages participants to look internally at their values, their life goals and how they are living their life in accordance with them. With humorous anecdotes and examples he reveals ways in which one can handle, as well as protect themselves from, “emotional hijackings” which can contribute to poor decision making and actions.
Workshop Presenter Biographies
Workshop Presenter Biographies Kim Cunningham
Jay W. Vogt Jay W. Vogt is an organizational and human development consultant with over twenty-five years of experience working with government, nonprofit organizations, corporations, and small businesses. He founded Peoplesworth, a private practice in consulting, training, and counseling, in 1982. He holds a master’s degree in counseling from Antioch/New England and a B.A. from Hampshire College. Jay is an accomplished facilitator, mediator, trainer, management consultant and coach. He is a master at facilitating large groups, having led over one hundred events involving over ten thousand participants. Jay is the author of Recharge Your Team: The Grounded Visioning Approach, a new book by Praeger on his visioning work with clients. You may learn more about Jay at www.peoplesworth.com. Recent clients include corporations such as Nortel Networks and NSTAR, small businesses such as Stonyfield Farm and Applegate Farms, state agencies such as the Massachusetts Water Resources Authority and the Massachusetts Rehabilitation Commission, colleges such as Harvard University and Bunker Hill Community College, national trade associations such as the Organic Trade Association and the Social Venture Network, foundations such as The Boston Foundation and Two Ten International Footwear Foundation, and nonprofit organizations such as the Massachusetts Horticultural Society and the Massachusetts Audubon Society. North central Massachusetts clients include the EcoTarium, the Greater Worcester Community Foundation, the Southeast Asian Coalition of Central Massachusetts, the Virginia Thurston Healing Garden, and the United Way of Central Massachusetts.
Maureen Wallbeoff Maureen Wallbeoff, Vice President at Firefly Partners, was with Planned Parenthood of Connecticut for 16 years and grew her career from clinic assistant to the Director of e-Business. She brings more than ten years of online campaign development and deployment with her as well as a solid grounding in the business needs of the nonprofit sector. Since 2001, Maureen has been a thoughtleader focused on the online work of nonprofits. A charismatic, entertaining and seasoned speaker, Maureen gets rave reviews for her presentations and strategic planning workshops.
Gail Weirick, MS Gail Weirick has more than 20 years experience training, consulting, and managing in nonprofit human service and public health organizations. Her formal education is in psychology, sociology and family studies, with continuing education in organizational management and development and public health. She served in education and community relations roles at a Planned Parenthood affiliate in the Midwest for several years. Following a move to Massachusetts, for more than 13 years – including seven years as Assistant Manager – Gail was on staff at the Western Massachusetts Center for Healthy Communities, consulting with and training leaders and staff of dozens of nonprofit organizations, coalitions, agencies and educational institutions. Gail is now a private consultant, working in partnership with nonprofit leaders and staff to enhance their performance and further their mission, with an emphasis on improving customer satisfaction. In 2008, she interviewed 15 nonprofit leaders to learn what customer satisfaction means in their day-to-day work. Gail is now using material from these interviews in customer satisfaction conference workshops, agency-focused training and assessment, and written materials, such as the “Customer Satisfaction System Scan Worksheet” to be used at the Community Vitality Summit. In addition to her focus on customer satisfaction improvement, Gail offers a variety of other services to nonprofits including program assessment, process development and simplification, project planning and coordination, and proposal review and writing guidance. P12
Kim Cunningham founded Cunningham Strategic Communications (CSC) in February 2007. CSC, a Boston-based cause marketing firm, partners with mission-focused clients to develop and implement comprehensive, cost-effective public relations strategies. For more than a decade, Kim has worked extensively with non-profit organizations, including government offices, medical associations, not-for-profit television, and patient advocacy groups. Her experience ranges from one-person departments to large, national organizations with offices across the country. Prior to CSC, Kim worked in the American Heart Association’s Office of Public Advocacy as a Communication Manager. Her main responsibilities included writing, editing, and distributing press statements and other written materials as they related to AHA’s federal advocacy priorities. She also initiated relationships with key media, designed collateral materials to support advocacy initiatives and activities, and identified and prepared AHA spokespeople, including volunteers and Association leadership, to speak effectively to the media about advocacy issues. Before joining the AHA, Kim served as the Director of Public Relations and Managing Director of Development for the American Medical Student Association (AMSA). Kim managed the overall public relations program and the fundraising initiatives for the 67,000 member organization.
Paul Deslauriers Paul Deslauriers has over twenty-three years of experience as a community organizer, management coach, organizational development consultant, and workshop facilitator. He has worked with diverse groups such as the Alaskan Inuit, Icelandic, and Hawaiian communities. He was coordinator and coach for a group of two hundred and eighty-seven grassroots communities focused on activism in the United States and Europe. Presently, Paul is the Executive Director of Community Organizing for Action (Co-Act), which is involved with locally produced energy, ending hunger and malnutrition, public transportation, and local currency. Paul also gives workshops throughout the country involving grassroots community development and improving group performance.Incorporating his wide experiences, his most recent book “Grassroute Guide: a Roadmap to Community Empowerment”, lays out in a practical and applicable format, insightful principles of community organizing.
Laura M. Downing Laura Downing is the founder and managing partner of Ascendant Strategy Management Group, a consulting and training firm dedicated to helping social and public sector organizations increase their effectiveness through strategy implementation. Laura has spent over 15 years coaching and mentoring senior leaders on how to effectively drive change with the Balanced Scorecard. Her current clients include the Vice Chief of the Army, the Chief Strategy Officer of the Federal Bureau of Investigation, the Executive Director of Catholic Charities, and many others. Through Laura’s guidance and leadership, her clients have been able to align their organizations around strategy to deliver breakthrough results. Before founding Ascendant, Laura was one of the founders and senior executive leaders of Balanced Scorecard Collaborative, together with Drs. Robert Kaplan and David Norton. She was responsible for leading the Strategy Services consulting team, thought leadership, and knowledge sharing. She was also a key member of the team who tailored Balanced Scorecard methodology for government and non-profit organizations. Laura is a regular speaker and instructor at Balanced Scorecard and performance measurement conferences. Her most recent clients have been the U.S. Army, F.B.I., Federal Reserve Bank, Special Olympics, and Catholic Charities. She has a B.S. in Finance from Georgetown and M.B.A. from Harvard Business School.
Workshop Presenter Biographies Judy Freiwirth
Workshop Presenter Biographies Annarose Ingarra-Milch and Charles Milch
Dr. Judy Freiwirth is an organization development consultant, trainer, and national speaker with Nonprofit Solutions Associates. She has been consulting to and training for nonprofit and public organizations for the past 30 years, primarily with community-based nonprofits. Nationally-known, she is considered one of the leading trainers and consultants in the area of board governance and development and has been a keynote speaker and trainer at many national and regional conferences. Dr. Freiwirth is the Founder and Chair of the Alliance for Nonprofit Management’s national network of consultants, researchers, management support organizations, and other capacity builders focused on developing new models of board governance. She has also published numerous articles and publications on board governance including The Nonprofit Quarterly and Nonprofit Boards and Governance Review. Her latest articles on alternative governance models, entitled, “Engagement Governance for System-Wide Decision Making” and “System-Wide Governance for Community Empowerment” were recently published in The Nonprofit Quarterly. More information is available at her web site at www.NonprofitSA.com.
Diane Gordon Diane Gordon works with clients to achieve strategic goals, measure results, and create stronger, more resilient organizations. Ms. Gordon has 30 years of experience in nonprofit executive management, leadership, and consulting. She specializes in strategic planning and evaluation, organizational assessment, and outcome measurement. Working with a broad range of nonprofits and foundations, she brings the unique perspective of manager, consultant, and funder. Having led two nonprofits, Ms. Gordon has a practical approach to her work, combining a deep understanding of the practices and principles of management with the day-to-day reality of running a nonprofit. Ms. Gordon established an independent consulting practice in 2004. Recent projects have included facilitating the design of organizational logic models, conducting evaluations, developing strategic plans, and leading training workshops. Prior to becoming an independent, Ms. Gordon was the Executive Director of Management Consulting Services, the National Coordinator of Resident Leadership Initiatives for NeighborWorks America, and the Executive Director of the Massachusetts Tenants Organization. She is a former tenant and community organizer. She holds a B.A. in Philosophy from Brown University.
Claudia Lach Claudia Lach is the Principal of Lach Training and Consulting, an organizational development firm that works with public and nonprofit organizations to facilitate the development of human capacity and organizational systems needed to fulfill their missions. Ms. Lach founded Lach Training & Consulting in 2000 after a successful career in higher education administration and non-profit management. She is an effective facilitator in small and large settings and with very diverse audiences. She is skillful at engaging groups and creating interactive interventions that raise awareness and understanding in experiential ways. Her services focus on strategic planning, program development, outcome measurement, and diversity initiatives. Ms. Lach, a native of Argentina, holds a Master’s in Management from Lesley University, a Master’s in Museum Studies from City College of the City University of New York, and a B.A. in Education and Art History from Haifa University, Israel. She has also been an instructor at Middlesex Community College Business & Industry Program. P10
Annarose Ingarra-Milch, with her business and life partner Charles Milch, own ROI Training & Consulting, a Reading-based, Pennsylvania certified Woman Business Enterprise committed to helping organizations and individuals identify, plan, and achieve professional and personal goals. Along with Charles, Annarose is a celebrated national speaker and member of the International Speakers Bureau Network. Annarose and Charles are authors as well - contributing work with Stephen Covey and Brian Tracy in the book, Speaking of Success. Their second book, One Great Idea Can Revolutionize Your Business, was released last year. Because they share a deep commitment to the nonprofit community, Annarose and Charles are actively involved in service. Charles has lead nonprofit organizations for over 25 years and has served on national, state, and local trade association boards of directors. He is a former board member of the PA Association of Nonprofit Organization. Annarose is an experienced trainer who brings over 20 years of leadership, instruction, and coaching expertise to each tailored course she facilitates. She draws upon her experience as a corporate trainer, business woman, and probation officer to continually help clients recognize and apply success principles to achieve goals and solve problems. Both Annarose and Charles are currently developing the leaders of tomorrow by teaching at a local junior college.
Julieann Rapoport Julieann Rapoport of The Community Consulting Initiative (TCCI) has more than 20 years of experience working in and with a variety of nonprofit entities in the United States as well as overseas. Julie founded The Community Consulting Initiative in 2001 with the desire to merge her background in social science research with her practical knowledge of the nonprofit sector. TCCI provides organizational consulting and training in the areas of planning and evaluation, with a specialization in the collection, analysis and synthesis of data that can help organizations answer important questions about their effectiveness in improving communities and lives. Julie believes strongly that the “experts” about any particular institution or community are those who live its daily realities. As such, TCCI’s evaluation methodologies are designed to engage the participation of those who are most involved in the issues at hand. Julie has worked as an evaluator on a range of projects – from complex federal grants to participatory evaluations of community-based initiatives. Her evaluation clients have included Massachusetts Institute of Technology (MIT), University of Massachusetts, Holyoke Public Schools, Springfield Public Schools, Big Brothers Big Sisters of Hampden County, Commonwealth Corporation, and Institute for Training and Development (ITD). She is currently working toward completion of a Certificate in Evaluation Practice from The Evaluators’ Institute at George Washington University’s Trachtenberg School of Public Policy and Public Administration.
P11
Workshop Presenter Biographies Judy Freiwirth
Workshop Presenter Biographies Annarose Ingarra-Milch and Charles Milch
Dr. Judy Freiwirth is an organization development consultant, trainer, and national speaker with Nonprofit Solutions Associates. She has been consulting to and training for nonprofit and public organizations for the past 30 years, primarily with community-based nonprofits. Nationally-known, she is considered one of the leading trainers and consultants in the area of board governance and development and has been a keynote speaker and trainer at many national and regional conferences. Dr. Freiwirth is the Founder and Chair of the Alliance for Nonprofit Management’s national network of consultants, researchers, management support organizations, and other capacity builders focused on developing new models of board governance. She has also published numerous articles and publications on board governance including The Nonprofit Quarterly and Nonprofit Boards and Governance Review. Her latest articles on alternative governance models, entitled, “Engagement Governance for System-Wide Decision Making” and “System-Wide Governance for Community Empowerment” were recently published in The Nonprofit Quarterly. More information is available at her web site at www.NonprofitSA.com.
Diane Gordon Diane Gordon works with clients to achieve strategic goals, measure results, and create stronger, more resilient organizations. Ms. Gordon has 30 years of experience in nonprofit executive management, leadership, and consulting. She specializes in strategic planning and evaluation, organizational assessment, and outcome measurement. Working with a broad range of nonprofits and foundations, she brings the unique perspective of manager, consultant, and funder. Having led two nonprofits, Ms. Gordon has a practical approach to her work, combining a deep understanding of the practices and principles of management with the day-to-day reality of running a nonprofit. Ms. Gordon established an independent consulting practice in 2004. Recent projects have included facilitating the design of organizational logic models, conducting evaluations, developing strategic plans, and leading training workshops. Prior to becoming an independent, Ms. Gordon was the Executive Director of Management Consulting Services, the National Coordinator of Resident Leadership Initiatives for NeighborWorks America, and the Executive Director of the Massachusetts Tenants Organization. She is a former tenant and community organizer. She holds a B.A. in Philosophy from Brown University.
Claudia Lach Claudia Lach is the Principal of Lach Training and Consulting, an organizational development firm that works with public and nonprofit organizations to facilitate the development of human capacity and organizational systems needed to fulfill their missions. Ms. Lach founded Lach Training & Consulting in 2000 after a successful career in higher education administration and non-profit management. She is an effective facilitator in small and large settings and with very diverse audiences. She is skillful at engaging groups and creating interactive interventions that raise awareness and understanding in experiential ways. Her services focus on strategic planning, program development, outcome measurement, and diversity initiatives. Ms. Lach, a native of Argentina, holds a Master’s in Management from Lesley University, a Master’s in Museum Studies from City College of the City University of New York, and a B.A. in Education and Art History from Haifa University, Israel. She has also been an instructor at Middlesex Community College Business & Industry Program. P10
Annarose Ingarra-Milch, with her business and life partner Charles Milch, own ROI Training & Consulting, a Reading-based, Pennsylvania certified Woman Business Enterprise committed to helping organizations and individuals identify, plan, and achieve professional and personal goals. Along with Charles, Annarose is a celebrated national speaker and member of the International Speakers Bureau Network. Annarose and Charles are authors as well - contributing work with Stephen Covey and Brian Tracy in the book, Speaking of Success. Their second book, One Great Idea Can Revolutionize Your Business, was released last year. Because they share a deep commitment to the nonprofit community, Annarose and Charles are actively involved in service. Charles has lead nonprofit organizations for over 25 years and has served on national, state, and local trade association boards of directors. He is a former board member of the PA Association of Nonprofit Organization. Annarose is an experienced trainer who brings over 20 years of leadership, instruction, and coaching expertise to each tailored course she facilitates. She draws upon her experience as a corporate trainer, business woman, and probation officer to continually help clients recognize and apply success principles to achieve goals and solve problems. Both Annarose and Charles are currently developing the leaders of tomorrow by teaching at a local junior college.
Julieann Rapoport Julieann Rapoport of The Community Consulting Initiative (TCCI) has more than 20 years of experience working in and with a variety of nonprofit entities in the United States as well as overseas. Julie founded The Community Consulting Initiative in 2001 with the desire to merge her background in social science research with her practical knowledge of the nonprofit sector. TCCI provides organizational consulting and training in the areas of planning and evaluation, with a specialization in the collection, analysis and synthesis of data that can help organizations answer important questions about their effectiveness in improving communities and lives. Julie believes strongly that the “experts” about any particular institution or community are those who live its daily realities. As such, TCCI’s evaluation methodologies are designed to engage the participation of those who are most involved in the issues at hand. Julie has worked as an evaluator on a range of projects – from complex federal grants to participatory evaluations of community-based initiatives. Her evaluation clients have included Massachusetts Institute of Technology (MIT), University of Massachusetts, Holyoke Public Schools, Springfield Public Schools, Big Brothers Big Sisters of Hampden County, Commonwealth Corporation, and Institute for Training and Development (ITD). She is currently working toward completion of a Certificate in Evaluation Practice from The Evaluators’ Institute at George Washington University’s Trachtenberg School of Public Policy and Public Administration.
P11
Workshop Presenter Biographies
Workshop Presenter Biographies Kim Cunningham
Jay W. Vogt Jay W. Vogt is an organizational and human development consultant with over twenty-five years of experience working with government, nonprofit organizations, corporations, and small businesses. He founded Peoplesworth, a private practice in consulting, training, and counseling, in 1982. He holds a master’s degree in counseling from Antioch/New England and a B.A. from Hampshire College. Jay is an accomplished facilitator, mediator, trainer, management consultant and coach. He is a master at facilitating large groups, having led over one hundred events involving over ten thousand participants. Jay is the author of Recharge Your Team: The Grounded Visioning Approach, a new book by Praeger on his visioning work with clients. You may learn more about Jay at www.peoplesworth.com. Recent clients include corporations such as Nortel Networks and NSTAR, small businesses such as Stonyfield Farm and Applegate Farms, state agencies such as the Massachusetts Water Resources Authority and the Massachusetts Rehabilitation Commission, colleges such as Harvard University and Bunker Hill Community College, national trade associations such as the Organic Trade Association and the Social Venture Network, foundations such as The Boston Foundation and Two Ten International Footwear Foundation, and nonprofit organizations such as the Massachusetts Horticultural Society and the Massachusetts Audubon Society. North central Massachusetts clients include the EcoTarium, the Greater Worcester Community Foundation, the Southeast Asian Coalition of Central Massachusetts, the Virginia Thurston Healing Garden, and the United Way of Central Massachusetts.
Maureen Wallbeoff Maureen Wallbeoff, Vice President at Firefly Partners, was with Planned Parenthood of Connecticut for 16 years and grew her career from clinic assistant to the Director of e-Business. She brings more than ten years of online campaign development and deployment with her as well as a solid grounding in the business needs of the nonprofit sector. Since 2001, Maureen has been a thoughtleader focused on the online work of nonprofits. A charismatic, entertaining and seasoned speaker, Maureen gets rave reviews for her presentations and strategic planning workshops.
Gail Weirick, MS Gail Weirick has more than 20 years experience training, consulting, and managing in nonprofit human service and public health organizations. Her formal education is in psychology, sociology and family studies, with continuing education in organizational management and development and public health. She served in education and community relations roles at a Planned Parenthood affiliate in the Midwest for several years. Following a move to Massachusetts, for more than 13 years – including seven years as Assistant Manager – Gail was on staff at the Western Massachusetts Center for Healthy Communities, consulting with and training leaders and staff of dozens of nonprofit organizations, coalitions, agencies and educational institutions. Gail is now a private consultant, working in partnership with nonprofit leaders and staff to enhance their performance and further their mission, with an emphasis on improving customer satisfaction. In 2008, she interviewed 15 nonprofit leaders to learn what customer satisfaction means in their day-to-day work. Gail is now using material from these interviews in customer satisfaction conference workshops, agency-focused training and assessment, and written materials, such as the “Customer Satisfaction System Scan Worksheet” to be used at the Community Vitality Summit. In addition to her focus on customer satisfaction improvement, Gail offers a variety of other services to nonprofits including program assessment, process development and simplification, project planning and coordination, and proposal review and writing guidance. P12
Kim Cunningham founded Cunningham Strategic Communications (CSC) in February 2007. CSC, a Boston-based cause marketing firm, partners with mission-focused clients to develop and implement comprehensive, cost-effective public relations strategies. For more than a decade, Kim has worked extensively with non-profit organizations, including government offices, medical associations, not-for-profit television, and patient advocacy groups. Her experience ranges from one-person departments to large, national organizations with offices across the country. Prior to CSC, Kim worked in the American Heart Association’s Office of Public Advocacy as a Communication Manager. Her main responsibilities included writing, editing, and distributing press statements and other written materials as they related to AHA’s federal advocacy priorities. She also initiated relationships with key media, designed collateral materials to support advocacy initiatives and activities, and identified and prepared AHA spokespeople, including volunteers and Association leadership, to speak effectively to the media about advocacy issues. Before joining the AHA, Kim served as the Director of Public Relations and Managing Director of Development for the American Medical Student Association (AMSA). Kim managed the overall public relations program and the fundraising initiatives for the 67,000 member organization.
Paul Deslauriers Paul Deslauriers has over twenty-three years of experience as a community organizer, management coach, organizational development consultant, and workshop facilitator. He has worked with diverse groups such as the Alaskan Inuit, Icelandic, and Hawaiian communities. He was coordinator and coach for a group of two hundred and eighty-seven grassroots communities focused on activism in the United States and Europe. Presently, Paul is the Executive Director of Community Organizing for Action (Co-Act), which is involved with locally produced energy, ending hunger and malnutrition, public transportation, and local currency. Paul also gives workshops throughout the country involving grassroots community development and improving group performance.Incorporating his wide experiences, his most recent book “Grassroute Guide: a Roadmap to Community Empowerment”, lays out in a practical and applicable format, insightful principles of community organizing.
Laura M. Downing Laura Downing is the founder and managing partner of Ascendant Strategy Management Group, a consulting and training firm dedicated to helping social and public sector organizations increase their effectiveness through strategy implementation. Laura has spent over 15 years coaching and mentoring senior leaders on how to effectively drive change with the Balanced Scorecard. Her current clients include the Vice Chief of the Army, the Chief Strategy Officer of the Federal Bureau of Investigation, the Executive Director of Catholic Charities, and many others. Through Laura’s guidance and leadership, her clients have been able to align their organizations around strategy to deliver breakthrough results. Before founding Ascendant, Laura was one of the founders and senior executive leaders of Balanced Scorecard Collaborative, together with Drs. Robert Kaplan and David Norton. She was responsible for leading the Strategy Services consulting team, thought leadership, and knowledge sharing. She was also a key member of the team who tailored Balanced Scorecard methodology for government and non-profit organizations. Laura is a regular speaker and instructor at Balanced Scorecard and performance measurement conferences. Her most recent clients have been the U.S. Army, F.B.I., Federal Reserve Bank, Special Olympics, and Catholic Charities. She has a B.S. in Finance from Georgetown and M.B.A. from Harvard Business School.
Workshop Presenter Biographies Maggie Bergin Maggie Bergin is a former Economic Development Specialist for Congressman John W. Olver (MA-01), Chair of the House Appropriations Subcommittee on Transportation, Treasury, and Housing and Urban Development. During her tenure, Ms. Bergin successfully connected projects and programs with federal funding, tripling the annual average appropriation to her area of Olver’s district. After her work with federal appropriations, Ms. Bergin was the Legislative Director for the International Economic Development Council (IEDC) and the Association of Defense Communities (ADC), representing the interests of economic developers and communities impacted by base closure and realignment (BRAC). Among her accomplishments at IEDC and ADC, Ms. Bergin affected the content and progress of federal legislation/rule making related to economic development (e.g., eminent domain law and military base redevelopment policies) and created a bicameral Congressional Caucus to promote the interests of communities impacted by BRAC. Maggie Bergin is currently the principal at The Art of Politics, where she navigates the political waters for her clients. Ms. Bergin creates powerful and persuasive communication strategies, clearly articulates policy messages, and follows through like nobody’s business. She’d love to speak to you about how to make your interactions with elected officials yield tangible results. The Art of Politics is located in Holyoke, Massachusetts. Ms Bergin is a founding board member of Friends of Pulaski Park, a not-for-profit urban park advocacy organization in Holyoke. Ms. Bergin is also a board member of Wistariahurst Museum in Holyoke.
Diana Brooks Diana Brooks has over twenty years’ experience as an independent trainer, coach and consultant. Her firm, Diana Brooks Associates Consulting & Training, was founded in 1986 in the Washington, DC area and is now based in Williamstown, MA. She has worked with a range of organizations from nonprofits to multinational Fortune-100 companies, including the Human Service Forum, the American Red Cross, the Clark Art Institute, Berkshire Family and Individual Resources, and the American Lung Association. Diana’s career began in college teaching but quickly grew beyond the classroom walls into the ‘real world’ of work in both large and small organizations. Diana’s enjoyment of her work is contagious, reflected in her dynamic, interactive style and in the comments of participants describing the warm, practical, and engaged style of this presenter.
Bob Cargill Bob Cargill is recognized for his expertise as a direct marketing practitioner as well as his evangelism on behalf of blogs and other social media communications tools. Having labored in the marketing trenches since 1983, he has written or managed the creative development of projects that have been honored with more than 40 awards, including Gold from the New England Direct Marketing Association for his blog, A New Marketing Commentator, and Silver for Best Copywriting. Bob has presented many times at industry events and has been published or quoted on the subjects of copywriting, direct marketing and blogging in numerous media outlets, including The New York Times, DIRECT Magazine and DM News. Bob is a Past President of the New England Direct Marketing Association and a graduate of the MetroWest Leadership Academy. He was recently named the New England Direct Marketing Association’s “Direct Marketer of the Year” for 2009.
P8
Keynote Speaker Hal Schippits, Ph.D. Dr. Hal Schippits is a native of Chicago, Illinois. He is an ordained United Church of Christ minister, a Licensed Independent Clinical Social Worker, and a Clinical Psychologist. He has served in several churches and was a chaplain in the Minnesota National Guard for fifteen years. While completing his Doctorate in Clinical Psychology he worked for one year at the Federal Medical Center in Rochester, Minnesota with prisoner/inmates who were mentally ill and/or chemically dependent, or had to be psychologically evaluated as part of their treatment for medical problems. He was the Director of the Hennepin County Mental Health Center’s Adult Day Treatment Program in Minneapolis, Minnesota for over 22 years. At that time it was the most intensive psychotherapy program Hennepin County had for dealing with its most seriously and persistently mentally ill clients. Dr. Schippits also worked for eight years in the Developmental Disabilities Division of Hennepin County supervising a unit of twelve social workers who supervised the care of approximately 1,000 clients living throughout Minnesota. He retired from Hennepin County in 2003. Currently Dr. Schippits is in private practice doing individual, couples, and family therapy in south Minneapolis at the TRUST Family Center at Judson, and is the Clinical Coordinator of that Center. In addition, he is the part time visitation pastor at the New Brighton Minnesota United Church of Christ. He has been doing motivational speaking, teaching, and consultation on a part time basis for over thirty five years on a national basis. His approach is filled with warmth, humor, and with a strong emphasis on maintaining positive attitudes and values. He presents on various topics which include, but are not limited to - the use of humor as a survival technique, leadership skills in a diverse work environment, finding a work/life balance, compassion fatigue, as well as gender differences in communication and work patterns. He especially enjoys creating unique presentations for the distinctive needs of each audience he addresses. Of all of the things that are true about Dr. Schippits, he reports the most cherished aspects of his life are his family which include his two wonderful children, Amy and Peter, his three exceptional grandsons – Zachary, James, & Keaton, and his wife Sandra, with whom he is pleased that she is still willing to live with him.
Keynote Address “Living the Life You Anticipated” As a younger person you had dreams and expectations of your personal as well as professional future. How is that going? What is your work/life balance? The challenges in modern life can seem to be attacking from all sides, in both personal and professional areas, which can throw a person off balance. Decisions are required, often without the time necessary to thoroughly evaluate various situations. Dr. Schippits describes how a person’s attitudes and values can clearly set the stage for success and/or disappointment in facing these life challenges. He encourages participants to look internally at their values, their life goals and how they are living their life in accordance with them. With humorous anecdotes and examples he reveals ways in which one can handle, as well as protect themselves from, “emotional hijackings” which can contribute to poor decision making and actions.
“The Buzz” Facilitators
Session II Workshop Notes
(Listed in numeric order by table number) Table #1: Reserved Table #2: Customer Satisfaction – Gail Weirick, MS
Gail Weirick has more than 20 years experience training, consulting, and managing in nonprofit human service and public health organizations. Her formal education is in psychology, sociology and family studies, with continuing education in organizational management and development and public health. For 13 years, she was on staff at the Western Massachusetts Center for Healthy Communities, consulting with and training leaders and staff of dozens of nonprofit organizations, coalitions, agencies and educational institutions.
Table #3: Diversity Initiatives – Claudia Lach
Claudia Lach is the Principal of Lach Training and Consulting, an organizational development firm that works with public and nonprofit organizations to facilitate the development of human capacity and organizational systems needed to fulfill their missions. Ms. Lach founded Lach Training & Consulting in 2000 after a successful career in higher education administration and non-profit management. Her services focus on strategic planning, program development, outcome measurement, and diversity initiatives. Ms. Lach, a native of Argentina, holds a Master’s in Management from Lesley University, a Master’s in Museum Studies from City College of the City University of New York, and a B.A. in Education and Art History from Haifa University, Israel. She has also been an instructor at Middlesex Community College Business & Industry Program.
Table #4: Community Development – Paul Deslauriers
As an organizational development consultant author Paul Deslauriers has assisted over two hundred TV broadcasting stations, advertising agencies, corporations and public service grassroots groups in finding their paths to positive energy and sustained success. His most recent book, “Grassroute Guide: A roadmap to community empowerment”, will be available at the Summit and www.grassroute.org.
Table #5: Including Stakeholders – Sam Frank
Sam Frank founded Synthesis Partnership in 1995 to assist nonprofits with strategy, planning, and organizational development and change. His clients have represented a variety of sectors, sizes, maturities and experiences. Sam has experience as a staff member, volunteer, and trustee as well as a consultant. He has served on the boards of local and national non-profit organizations addressing education, health care, preservation, homelessness and the environment.
Table #6: Applying Corporate Sales Strategies to Boost Your Nonprofit – J. Sheldon Snodgrass *Note: “The Buzz - Part 2” only
J. Sheldon Snodgrass, MBA is a Certified Guerrilla Marketing Coach, Nx Level Business Planning Instructor, and National Speaker. His recently published chapter on salesmanship helped propel the latest Guerilla Marketing book (Guerilla Marketing on the Front Lines) to an Amazon.com best seller in the business category. Bringing 15 years worth of sales and marketing management expertise, Sheldon works with mission driven organizations to help them sell while they serve.
Table #7: Consensus Decision Making – Andrea Nager Chasen
Andrea Nager Chasen, the founder and principal of RESOLUTIONS, is a lawyer, mediator, trainer, and facilitator. In her work as a consultant, she provides services to a wide range of clients. She has provided workshops on negotiation, interpersonal and business communication, conflict management, effective problem solving and mediation. She assists clients in identifying sources of conflict and organizational issues that negatively impact communication and productivity and then designing interventions to eliminate the problems. Attorney Chasen is an adjunct professor and has taught at a number of colleges, including the Harvard Program on Negotiation and Western New England College.
Table #8: Lessons in Leadership – Annarose Ingarra-Milch
Annarose Ingarra-Milch, with her business and life partner Charles Milch (Table #18), own ROI Training & Consulting, a Reading-based, Pennsylvania certified Woman Business Enterprise committed to helping organizations and individuals identify, plan, and achieve professional and personal goals. Along with Charles, Annarose is a celebrated national speaker and member of the International Speakers Bureau Network. Annarose and Charles are authors as well - contributing work with Stephen Covey and Brian Tracy in the book, Speaking of Success. Their second book, One Great Idea Can Revolutionize Your Business, was released last year.
P14
P7
“The Buzz” Facilitators
Session II Workshops: 10:30 - 11:45 a.m. Room Workshop Track “The View from 30,000 Feet” (Organizational Development) Track *Note this double session runs from 9:00 – 11:45 a.m. across both Sessions I and II
Workshop Title Workshop Description
Presenter(s) Judy Freiwirth
Double Session
Community-Engagement Governance: An Innovative Framework for Community Impact As nonprofits experience budget cuts and layoffs in this troubled economy, it is even more important for nonprofits and their boards to engage their communities to help navigate difficult times ahead and build community ownership. Community-Engagement Governance™ is an innovative and effective framework that includes an organization’s stakeholders in key governance decisions for an organization’s future. It is built upon principles of inclusiveness, participatory democracy, self-determination and genuine partnership. It is an approach in which governance responsibility is shared across the organizational system among the key sectors of an organization, including its constituents and community, staff and board to ensure community impact and organizational viability. This highly interactive workshop will help participants learn about this new approach and tools to help them adapt this model to their own organizations. For this advanced workshop, board members and executive directors are strongly urged to attend together as a team.
Jay W. Vogt Coaching Your Board to Govern, Not Manage Join us for a highly focused yet interactive workshop about a simple yet powerful nonprofit board practice that could dramatically benefit your board – right away! Beginning with board roles, we’ll show you how to how to set board goals, empower board committees, and build an annual board work plan – fast. This method was featured in Advanced Philanthropy.
“The View from 30,000 Feet” (Organizational Development) Track Julieann Rapoport “Delivering High Quality Programs” (Program Development) Track
Evaluation as an Organizational Tool Evaluation is often perceived as a process imposed upon an organization, rather than as an opportunity for organizational learning. In fact, evaluation is an important and powerful tool that can help nonprofits assess the extent to which their work is fulfilling the organization’s mission. Julie Rapoport of The Community Consulting Initiative will share basic evaluation processes that senior management, board members, funders, direct service staff, and program participants alike can apply to their organizational realities. In this interactive workshop, participants will have the chance to put their new evaluation skills into action!
Table #9: Creating a Culture of Success – Ha Tran and Iris Weaver
Ha got her Associate’s degree in Science at Illinois Valley Community College, Oglesby IL and her BS in Economics at Illinois State University, Normal, Illinois. In 2004 she started her own business, Ultimate Office Solutions, working with companies to improve overall performance and revenue. Ha’s expertise is working with leaders to create a management style where financial information is openly shared with all employees. Iris Weaver has a background in community organizing, with experience in facilitating groups of varied participants.
Table #10: Reducing Conflict – Diana Brooks
Diana Brooks has over 20 years of experience as an independent trainer, coach and consultant. Her firm, Diana Brooks Associates Consulting & Training, was founded in 1986 in the Washington, DC area and is now based in Williamstown, MA. She has worked with a range of organizations from nonprofits to multinational Fortune-100 companies, including the Human Service Forum, the American Red Cross, the Clark Art Institute, Berkshire Family and Individual Resources, and the American Lung Association. Diana’s career began in college teaching but quickly grew beyond the classroom walls into applied work in both large and small organizations.
Table #11: Effective Collaboration – Heather Jack and Heather Rogers
Heather Jack, Managing Partner of Massachusetts Nonprofit Support Services, is a graduate of Middlebury College and holds an MBA from Babson College. Heather’s experience includes founding a nonprofit called The Volunteer Family. Heather also has extensive nonprofit and for-profit development and marketing experience. She brings 15 years professional practice writing and reviewing grant proposals. Additionally, she manages a program that encourages and teaches youth about community needs and the importance of effective charitable giving. Heather Rogers, Managing Partner of Massachusetts Nonprofit Support Services, is a graduate of the University of New Hampshire and holds a Master of Science in Finance from Suffolk University. Heather brings over a decade of experience to MNSS, including corporate finance as well as nonprofit finance and accounting, operations management, IT and database management and revenue recognition. Heather is active in her community where she currently serves as co-chair for the town finance committee.
Table #12: Community Organizing – Diane Gordon
Diane Gordon is a former tenant and community organizer with 30 years of experience in nonprofit executive management, leadership, and consulting. Prior to becoming an independent, Ms. Gordon was the Executive Director of Management Consulting Services, the National Coordinator of Resident Leadership Initiatives for NeighborWorks America, and the Executive Director of the Massachusetts Tenants Organization. She holds a B.A. in Philosophy from Brown University.
Table #13:
Marketing Yourself – Jay W. Vogt Strategic Planning – Jay W. Vogt
*Note: “The Buzz – Part 1” only *Note: “The Buzz – Part 2” only
Jay W. Vogt is an organizational and human development consultant with over 25 years of experience working with government, nonprofit organizations, corporations, and small businesses. A more detailed biography is available on page 12 of the program.
Table #14: Community Development – Kathy Cardella Table #15: Navigating Politics – Maggie Bergin
* Note: “The Buzz – Part 1” only
Maggie Bergin is a former Economic Development Specialist for Congressman John W. Olver (MA-01), Chair of the House Appropriations Subcommittee on Transportation, Treasury, and Housing and Urban Development. After her work with federal appropriations, Ms. Bergin was the Legislative Director for the International Economic Development Council (IEDC) and the Association of Defense Communities (ADC), representing the interests of economic developers and communities impacted by base closure and realignment (BRAC). Maggie Bergin is currently the principal at The Art of Politics, where she navigates the political waters for her clients.
P6
P15
“The Buzz” Facilitators Table #15: Organizational Evaluation – Julieann Rapoport *Note: “The Buzz - Part 2” only
Julieann Rapoport of The Community Consulting Initiative (TCCI) has more than 20 years of experience working in and with a variety of nonprofit entities in the United States as well as overseas. TCCI provides organizational consulting and training in the areas of planning and evaluation, with a specialization in the collection, analysis and synthesis of data that can help organizations answer important questions about their effectiveness in improving communities and lives. Julie is currently working toward completion of a Certificate in Evaluation Practice from The Evaluators’ Institute at George Washington University’s Trachtenberg School of Public Policy and Public Administration.
Session II Workshops: 10:30 - 11:45 a.m. Room Workshop Track
Presenter(s) Maggie Bergin
“Craft Your Public Image” (PR & Public Policy) Track
Table #16: PR on a Budget – Kim Cunningham
Kim Cunningham founded Cunningham Strategic Communications (CSC) in February 2007. CSC, a Bostonbased cause marketing firm, partners with mission-focused clients to develop and implement comprehensive, cost-effective public relations strategies. For more than a decade, Kim has worked extensively with nonprofit organizations, including government offices, medical associations, not-for-profit television, and patient advocacy groups. Prior to CSC, Kim worked in the American Heart Association’s Office of Public Advocacy as a Communication Manager. Before joining the AHA, Kim served as the Director of Public Relations and Managing Director of Development for the American Medical Student Association (AMSA). Kim managed the overall public relations program and the fundraising initiatives for the 67,000 member organization.
Table #17: Identify Your Mission – Monique Morimoto Flaherty, MS, CPCC
Monique Morimoto Flaherty, MS, CPCC is the principal of SoulWorks Coaching® and co-founder of Coaching4Value who partners with non-profit leaders and management teams inspiring them to transform themselves and their organizations from the inside out. Monique integrates her MS in Quality Management, successful 20 year career, coaching skills and spirituality to assist non-profits in implementing sustainable business practices and staying true to their mission and values. Certified through the Coaches Training Institute, she is also a featured author in two books on emotional and spiritual wellness.
Workshop Title Workshop Description Navigating the Political Waters Having sat on both sides of the table (the side of the elected official and the side of the constituent), The Art of Politics brings a light-hearted and interactive approach to this workshop about government affairs and issue advocacy. Now it is more important than ever that nonprofits engage and educate elected officials. Attendees will learn how and why to craft meetings with elected/agency officials, how to get the most out of those interactions, and how to avoid some ‘rookie’ government affairs missteps.
Annarose Ingarra-Milch Productive Meetings - A Lesson in Leadership Productive meetings are critical to any organization whether one is the convener or the contributor. Productive meetings are a showcase for leadership – they save time and produce results.
“Front Line Leadership Skills” Track
Charles Milch
Productive Meetings – A Lesson In Leadership is a workshop designed to help each attendee become an expert meeting leader or active participant, regardless of position. Attendees learn the essentials of productive meetings and the techniques and skills needed to create an energetic meeting atmosphere that ensures quality and results. From pre-planning preparations, to the meeting agenda, to overcoming personality challenges, this interactive workshop offers the step by step tools needed to ensure meetings are time efficient, results-focused, and effective.
Table #18: Lessons in Leadership – Charles Milch
Charles Milch, with his business and life partner Annarose Ingarra-Milch (Table #8), own ROI Training & Consulting, a Reading-based, Pennsylvania certified Woman Business Enterprise committed to helping organizations and individuals identify, plan, and achieve professional and personal goals. Charles is a celebrated national speaker and member of the International Speakers Bureau Network. Charles and Annarose are authors as well - contributing work with Stephen Covey and Brian Tracy in the book, Speaking of Success. Their second book, One Great Idea Can Revolutionize Your Business, was released last year.
Table #19: Nimble Organizations for the 21st Century – Ingrid Bredenberg
Ingrid Bredenberg, M.A. is a strategic coach who helps leaders and teams work together better. She works with organizations around the country, helping them create high-performing cultures of trust and accountability. Ingrid brings over 20 years of experience to her executive coaching and training programs. She and her colleagues work with leaders and teams in government, healthcare, education, non-profits, community groups and boards of directors. Ingrid received her Master’s Degree in Industrial/Organizational Psychology from the University of New Haven. She has lived, worked and studied in Europe, Japan, Hong Kong and Taiwan.
Paul Deslauriers “Know Your Audience” (Community Engagement) Track
Bob Cargill
Table #20: Community Leadership Styles – Wendy Jill Krom
Wendy Jill Krom has been working in the community development field since 1990 with non-profit organizations, neighborhood groups, schools, community coalitions, youth groups and government. Her experience includes rural and urban community organizing. She strongly believes in the power of people working together to improve their community, school, and/or workplace. She has a Master’s Degree in community development from the University of Wisconsin-Madison.
P16
“New Media for Non-Techies” Track
A Roadmap to Community Empowerment and Success Get the essential tools and insights to support and develop your thriving grassroots group and accomplish your community initiatives. Learn six essential characteristics of successful and effective groups. Here are some of the questions we will answer: How do you engage and enroll your local community? How do you maintain participation? Is there a way to tap the power of community? How do you prevent or handle conflict? What are the best approaches for marketing your group? What is the optimal organizational form? What does it mean to be an organizer or leader of a group? What is the best way to run a meeting or hold an event? The workshop will be interactive and will demonstrate community development principles among the workshop participants. How Direct Marketing Skills Can Help You Succeed in Social Media By now not only has everyone in business heard of social media marketing, they know just how rapidly it’s becoming practically a required practice on the job. But who has the time? And even if you do have the time, do you really understand how to navigate the social web successfully? You will if you attend this seminar, in which you’ll discover the many similarities between social media and direct marketing – both are heavily concerned with sender and receiver, offer and response, testing and refinement, metrics and measurability. And finally, perhaps most important of all, both are intended to help you and your organization achieve greater success. In this seminar, Bob Cargill will teach you how to leverage some of today’s most popular social media tools. You’ll learn the steps you need to take to use a blog, Twitter, LinkedIn and Facebook to position you and your organization as knowledge leaders, community builders and people everyone will want to faithfully follow.
Session I Workshop Notes
“The Buzz” Facilitators Table #21: Discovering Organizational Strengths – Alice Leibowitz
*Note: Participants are asked to remain at this table for The Buzz Parts 1 and 2 Alice Leibowitz, Partner in Insight Unlimited, LLC has worked with non-profit organizations - as a volunteer, a staff member, an administrator, and now as a consultant - since 1987. Since 2002, she and partner Grace Potts have dedicated their service to bringing out non-profit organizations’ inner wisdom and potential to help them be the best they can be.
Table #22: Time Management – Pamela Kristan
Pamela Kristan, author of The Spirit of Getting Organized: 12 Skills to Find Meaning & Power In Your Stuff, has helped thousands of individuals and organizations improve their lives through workshops, talks, retreats and consultations. She has been working with nonprofit organizations like the Nonprofit Management Institute, Grassroots International, and Riverside Community Care since the late 80’s. As a recognized expert, she moderated speak-outs for the first two National Take Back Your Time Day events.
Table #23: Setting Organizational Priorities – Ed Hudner and Jane Tuohy
Ed Hudner is a partner of Cambridge Hill Partners, Inc. and leads the firm’s strategy and organizational development practices. Ed has extensive experience working with organizations to develop compelling strategic directions that engage stakeholders in meaningful ways and result in feasible plans. Within the corporate sector, Ed has consulted to Fortune 100 companies in the areas of strategic innovation and new product development. Ed’s career also includes line management responsibility for sales and marketing within the high technology. He holds a M.B.A. from Boston University. Jane Tuohy is a partner of Cambridge Hill Partners, Inc. and leads the firm’s diversity practice. Jane helps non-profits, colleges and universities to develop and implement strategies for advancing diversity and inclusion. She serves as a senior advisor to a number of Chief Diversity Officers and also coaches individual leaders in universities, academic medical centers, and non-profit organizations on issues of diversity and inclusion. Jane has worked on issues of glass ceilings for minorities and women internationally. She is a frequent presenter at conferences. Since 2000 Jane has been an adjunct faculty member of the Yale Center for Learning and Development. Jane is also a certified Executive Coach.
Table #24: Transformational Leadership – Dorothy Paleologos
Dorothy Paleologos is Principal, NetMark Associates, a New England based consulting firm providing strategic planning, leadership development and marketing for nonprofit organizations. She has successfully led many nonprofit organizations through transformational changes. Prior to devoting her career to the nonprofit sector, she had the opportunity to work closely with senior management at Aetna during a transformational change. Dorothy held a variety of management positions providing leadership in strategic planning, public policy advocacy, marketing, process improvement, program development and information technology. She has managed staffs ranging from 2 to 150 employees. She graduated with honors with a Bachelors of Science degree in Social Sciences from the University of California and a Masters Degree in Business Administration from Rensselaer Polytechnic Institute.
Table #25: Collaborators’ Corner – An unstructured opportunity to network with peers. Table #26: Stress Reduction – Cheryl Jones-Reardon
Cheryl Jones-Reardon, owner of The Mindful Path, LLC, works with inspired individuals and business leaders to help them achieve their health goals by practicing mindfulness and mastering self-care. Cheryl holds a Master’s degree in Exercise Science from the University of Connecticut and a Certificate in Spirituality from Saint Joseph College. She has been extensively trained in Mindfulness-Based Stress Reduction (MBSR) at the Center for Mindfulness through the University of Massachusetts Medical School. She is a lecturer in the Department of Mathematics, Science, and Health Careers at Manchester Community College. She regularly presents at hospitals and retreat centers throughout the state and is the author of Mindful Exercise.
P4
P17
“The Buzz” Facilitators Table #27: Choosing Your Accounting Software – Camille Livsey
Camille Livsey is a Certified MIP Fund Accounting Consultant, Certified Sage Fundraising 50 Consultant, Certified QuickBooks Pro-Advisor, and previous Blackbaud Service Provider. She has more than 16 years of experience in nonprofit accounting and development, including eight years of employment as an Executive Director and Development Co-chair of a Hartford, Connecticut nonprofit organization. Camille received her Bachelor’s Degree in Communications from Boston University and her MBA in Finance from the University of Connecticut.
Table #28: Digital Marketing Strategies – Rahna Barthelmess
For over 20 years, Rahna has passionately built some of the world’s beloved brands, most notably LEGO® Toys, Miracle-Gro® Plant Food, and Texaco® Gasoline. She has taught leaders from many different arenas and shared her branding expertise with thousands of people in a variety of industries. In her workshops, Rahna translates classic marketing ideas into practical personal branding “how-to’s” that audiences can immediately apply to their own business lives.
Table #29: Grant Writing – Joyce Mannis
Joyce Mannis is the owner and founder of Non-Profit Management Consulting, a free-lance consulting and advisory service offering expertise in such areas as marketing and client development, donor development and fund raising, grant writing, planning and media relations to non-profit managers. Ms. Mannis has an MBA degree from Simmons College – Simmons School of Management.
Session I Workshops: 9:00 - 10:15 a.m. Room Workshop Track
Judy Freiwirth “The View from 30,000 Feet” (Organizational Development) Track *Note this double session runs from 9:00 – 11:45 a.m. across both Sessions I and II
Double Session
Laura M. Downing
Table #30: Easy Social Media Tactics – Bob Cargill
Bob Cargill is recognized for his expertise as a direct marketing practitioner as well as his evangelism on behalf of blogs and other social media communications tools. Having labored in the marketing trenches since 1983, he has written or managed the creative development of projects that have been honored with more than 40 awards, including Gold from the New England Direct Marketing Association for his blog, A New Marketing Commentator, and Silver for Best Copywriting. Bob has presented many times at industry events and has been published or quoted on the subjects of copywriting, direct marketing and blogging in numerous media outlets, including The New York Times, DIRECT Magazine and DM News. Bob is a Past President of the New England Direct Marketing Association and a graduate of the MetroWest Leadership Academy. He was recently named the New England Direct Marketing Association’s “Direct Marketer of the Year” for 2009.
“The View from 30,000 Feet” (Organizational Development) Track
Table #31: Grant Writing: – Brenda Noel
Brenda Noel, founder of Brenda Noel Consulting, has over 15 years experience in the public and non-profit sectors, working as a grant manager, program developer, trainer, manager, and advocate. As a federal grant manager for the state, she developed an effective understanding of the interdependent relationship between government agencies and non-profits. Her current services include strategy development, capacity building, grant writing, fundraising, and conference planning. She holds a Masters Degree in Macro Social Work from Boston University and is a Licensed Clinical Social Worker in the State of Massachusetts.
Table #32: Online Fundraising – Maureen Wallbeoff
Maureen Wallbeoff, Vice President at Firefly Partners, was with Planned Parenthood of Connecticut for 16 years and grew her career from clinic assistant to the Director of e-Business. She brings more than ten years of online campaign development and deployment with her as well as a solid grounding in the business needs of the nonprofit sector. Since 2001, Maureen has been a thought-leader focused on the online work of nonprofits.
P18
Workshop Title Workshop Description
Presenter(s)
Community-Engagement Governance: An Innovative Framework for Community Impact As nonprofits experience budget cuts and layoffs in this troubled economy, it is even more important for nonprofits and their boards to engage their communities to help navigate difficult times ahead and build community ownership. Community-Engagement Governance™ is an innovative and effective framework that includes an organization’s stakeholders in key governance decisions for an organization’s future. It is built upon principles of inclusiveness, participatory democracy, self-determination and genuine partnership. It is an approach in which governance responsibility is shared across the organizational system among the key sectors of an organization, including its constituents and community, staff and board to ensure community impact and organizational viability. This highly interactive workshop will help participants learn about this new approach and tools to help them adapt this model to their own organizations. For this advanced workshop, board members and executive directors are strongly urged to attend together as a team. Driving Results with the Balanced Scorecard Now more than ever, organizations must turn to strategy for guidance on how they will survive in a time of unprecedented change. But how do you manage your strategy in a way that strengthens your organization and positions you for future success? It’s not easy to do – 9 out of 10 organizations fail to implement strategy – but done well, it can position your organization for long term, measurable results. Strategy-focused organizations are more efficient, effective, and produce outsized results. The Balanced Scorecard is the “strategic chart of accounts” for organizations that focus on strategy. It captures both the mission, financial and non-financial elements of an organization’s strategy, and discusses the cause and effect relationships that drive business results. In nonprofit organizations, a Balanced Scorecard allows senior management to clearly define results and the key drivers of that impact. This workshop will demonstrate how the Balanced Scorecard is being used within nonprofit organizations to drive measurable results.
Diane Gordon
“Delivering High Quality Programs” (Program Development) Track
Claudia Lach
Using Logic Models to Strengthen Your Programs Everyone is talking about Logic Models as part of best practice for nonprofits, but what are they and how do you really use them? This workshop will help participants to become familiar with the terminology and learn in a hands-on fashion how to build a logic model. Participants will see how to use a logic model for their own organization to develop programs, improve programs, and create a process for ongoing organizational learning and growth.
P3
Session I Workshops: 9:00 - 10:15 a.m. Room Workshop Track
Presenter(s) Kim Cunningham
“Craft Your Public Image” (PR & Public Policy) Track
Diana Brooks
“Front Line Leadership Skills” Track
Gail Weirick, MS
“Know Your Audience” (Community Engagement) Track
Maureen Wallbeoff
“New Media for Non-Techies” Track
Workshop Title Workshop Description Public Relations on a Tight Budget: Tactics You Can Implement Today You need to communicate to your donors and members. But your budget is shrinking and there are no staff resources to dedicate to public relations. Even under these circumstances, it is possible to have a successful PR campaign. During this workshop, you will discover practical, do-it-yourself PR strategies that you can implement with ease. Smaller organizations are under a lot of pressure—they must do it right, the first time. With few resources, you have to make it count! Learn how to write a press release, how to find media contacts, write a letter to the editor, participate in media interviews, and discover what free PR resources are available. Dancing with Porcupines: Practical Strategies for Reducing and Dealing with Conflict In Stressful Times Targeted at Executive Directors, Senior Managers, and Emerging Leaders in any nonprofit, this interactive workshop has been developed in response to the increase in workplace conflict that is being reported during these stressful economic times. While the conflict tends toward verbal rather than physical, it nevertheless contributes to elevated individual stress, reduced productivity, and sometimes even a toxic workplace culture. Participants in the workshop will emerge with insight, skill practice, and practical models related to: typical causes of workplace conflict, why “personality” is not an excuse, a four-step strategy for addressing problems, conflict style model, tips for fostering the conflict-free workplace, and action planning for addressing a specific conflict. Yes, You DO Have Customers! Straightforward Strategies for Satisfying Them How is customer satisfaction relevant to nonprofits? Do nonprofits even have “customers”? When resources are so stretched, why should you, as a nonprofit leader, attend to one more thing? This interactive workshop will make the case that yes, you DO have customers, and identifying your customers, understanding their needs, and satisfying them can not only make your organization a better place to be, but also can help your organization achieve the impact you want. Fortunately, you can do a lot to enhance your customers’ experiences at little or no cost! Expect to experience “aha” moments as you assess the messages your organization may be sending to customers (intentionally or otherwise) about their value to your organization, and about the competence and trustworthiness of your staff. You will learn and share practical customer satisfaction ideas, successes and challenges with your colleagues as you sample a worksheet designed by the presenter. ‘Where’s That Darn Donate Button?’ How to Build Online Engagement Pathways for Easy Action Do you need your online visitors to take specific actions? Confused about how to get your supporters to use your online tools? Low response rates to your email appeals? Join Maureen Wallbeoff of Firefly Partners as she sheds light on the often murky waters of online engagement. This fun and informative session will help you learn what your supporters want to do online and identify common ways you may be making it more difficult for your supporters to take action on your behalf. Together we’ll explore the seven deadly sins of online engagement; identify simple things you can do today to help your visitors get more engaged with your organization; view examples of good (and not so good) donation forms and email messages – just in time to get you ready for the end of year fundraising season! Bring your questions and issues for group discussion and problem-solving. Not a techie? No problem! No IT, web or technical knowledge is needed to get loads of value out of this session.
“The Buzz” Facilitators Table #33: Informed Real Estate Decisions – Peter Holland, CRE; Peter Bates; Ron Zappile
Peter Holland brings over 25 years of Fortune 100 and not-for-profit experience in real estate, economic development and low-income housing. His real estate experience has included a broad range of property types in both domestic and international locations. He is skilled at aligning real estate strategies in support of an organization’s key mission and operational objectives. Peter received a B.A. from Ohio Wesleyan University and a Master in International Business Studies (MIBS) from the University of South Carolina. Peter Bates has been involved in the commercial real estate industry, on the advisory and investment levels, since 2002 and is currently Principal of Breakwater Advisors. With an emphasis on commercial real estate tax appeal, Breakwater provides consulting for a wide variety of clients, including national and regional owners, institutional and regional banks, and third party service providers including property managers, lawyers, special servicers, and accountants. Ron Zappile has almost 40 years of experience across a wide range of disciplines including real estate, supply chain management, logistics and transportation, finance, treasury, engineering research and development, manufacturing, and training and development. Ron recently retired from United Technologies Corporation (UTC), a Fortune 50 $54 billion company after a 32 year career in positions of increasing responsibility, his last serving as UTC’s Director of Global Real Estate Operations and also as President of United Technologies Realty Inc. (UTR), a wholly owned UTC subsidiary. Ron is currently Principal of The Zappile Group, LLC., an independent consulting group focusing on Organizational Analysis, Restructuring and Supply Chain Management among other areas, and is also now associated with Bartram & Cochran, a Hartford, Connecticut-based real estate advisory firm.
Table #34: Engage Your Networks – Steven P. Smith, Dylan Dalton, Janet Powers
Steven P. Smith is Principal of It’s The Results, LLC, a firm providing consultation to associations and nonprofits in the areas of board development, fundraising, strategic plan facilitation, and interim executive service. Steve completed a thirty year career with the American Lung Association, where he served as a successful fundraising executive in New Hampshire for fifteen years, and on the management team at national headquarters as Vice President of Field Operations, where he provided recruitment/orientation/training for new chapter executives in the field. Steve has written on strategic plan implementation for Association Executive Magazine, and on leadership for the Nonprofit Journal and the BoardSource Magazine. Steve teaches courses in Board Governance, Nonprofit Promotion, and Fundraising for Northeastern University in the Nonprofit Management graduate certificate program. Dylan is a seasoned professional with over eighteen years experience providing clinical, supervisory, training, consulting and management services to the following sectors and populations: education, rehabilitation, elder care and Head Start. He holds masters in social work from Boston College, and a masters in organizational development from American University. Mr. Dalton is an independent consultant and principal of Solas Consulting. A graduate of the University of Massachusetts with a degree in marketing, Janet Powers began her career at several Boston companies before joining Fidelity Investments in 1994 as a financial analyst. In January of 2008 Janet took her wealth of business experience and struck out on her own, founding Expressive Web Solutions. The company quickly became a regional leader in providing web-based solutions for a wide variety of businesses, and Janet used her ability to connect with people to put her growing business on the map. While building Expressive Web Solutions, Janet was also laying the groundwork for a dynamic new web destination designed for working women - Diva Toolbox™.
Table #35: Balanced Scorecards – Laura M. Downing
Laura Downing is the founder and managing partner of Ascendant Strategy Management Group, a consulting and training firm dedicated to helping social and public sector organizations increase their effectiveness through strategy implementation. Laura has spent over 15 years coaching and mentoring senior leaders on how to effectively drive change with the Balanced Scorecard. Before founding Ascendant, Laura was one of the founders and senior executive leaders of Balanced Scorecard Collaborative, together with Drs. Robert Kaplan and David Norton. She was responsible for leading the Strategy Services consulting team, thought leadership, and knowledge sharing. She was also a key member of the team who tailored Balanced Scorecard methodology for government and non-profit organizations. Laura is a regular speaker and instructor at Balanced Scorecard and performance measurement conferences.
P19
Notes
Schedule of Events
8:00 a.m.
Registration / Continental Breakfast
Lobby / Concourse - Grand Ballroom
Introduction
8:45 a.m.
Robin Duncan, Assistant Vice President of Civic and Community Engagement Dr. Daniel M. Asquino, Mount Wachusett Community College President
Overview / Housekeeping Details
8:55 a.m.
Jennifer Wiley-Cordone, Co-Director of the Center for Democracy & Humanity
Session I Workshops
9:00 a.m.
Breakout rooms
10:15 a.m. Mid-Morning Break
Concourse
10:30 a.m. Session II Workshops
Breakout rooms
11:45 a.m. Lunch / Session III “The Buzz – Part 1” – Facilitated Networking
Grand Ballroom
12:30 p.m. Keynote Address
Hal Schippits, Ph.D. – “Living the Life You Anticipated”
1:30 p.m.
Session IV “The Buzz – Part 2” – Facilitated Networking Grand Ballroom
2:30 p.m.
Door Prize Raffles
Grand Ballroom
Closing Remarks
2:45 p.m.
Jennifer Wiley-Cordone, Co-Director of the Center for Democracy & Humanity
3:00 p.m.
Adjourn P1
“The Buzz” Topics
Welcome Dear Colleagues,
“Craft Your Public Image” (PR and Public Policy) Track
Welcome! At Mount Wachusett Community College, we are well aware of the unique contribution we can make to our region’s long-term vitality. Here at the Mount, we have risen to this challenge by institutionalizing our responsibility to you through the Center for Democracy and Humanity, established in 2005. The Center catalyzes social stewardship – not only of our own students and faculty – but of young people, residents, and leaders in North Central Massachusetts. At the Center, we partner with others to address economic and educational needs of children and families, cultivate service in future generations, and contribute to positive social changes – resulting in tens of thousands of hours of service for our residents’ direct benefit. On behalf of Mount Wachusett Community College, I am proud to present the 2009 Community Vitality Summit, made possible through the Administration for Children and Families’ Compassion Capital Fund (CCF). As part of the U.S. Department of Health and Human Services, the CCF helps faith-based and community organizations increase their effectiveness and enhance their ability to provide social services by building long-term organizational capacity. CCF works through intermediary organizations that serve as a bridge between the federal government and faith-based and community organizations. As one of 37 intermediary organizations selected from a competitive pool of nearly 800 applicants across the country, the Institute for Nonprofit Development – a program of the Center for Democracy and Humanity at Mount Wachusett Community College – provides skill-building training, supervised placement of student volunteers with associated host-site support, professional management coaching, and financial support to build your capacity through competitive regrants of 40% ($80,000/year for three years) of our federal award. Please take full advantage of this opportunity and stay connected with us throughout the upcoming year at www.mwccconnects.us. Enjoy! Sincerely,
Daniel M. Asquino President, Mount Wachusett Community College
Sponsorships Thank you to the following organizations for their generous contributions to the Community Vitality Summit: Associated Grant Makers
Compassion Capital Fund
Table #13: Marketing Yourself – Jay W. Vogt - *Note: Presenter facilitating on this topic during “The Buzz Part 1” only Table #15: Navigating Politics – Maggie Bergin - *Note: Presenter facilitating on this topic during “The Buzz Part 1” only Table #16: PR on a Budget – Kim Cunningham
“Front Line Leadership Skills” Track Table #8: Table #10: Table #18: Table #20: Table #22: Table #24: Table #26:
Lessons in Leadership, Version A – Annarose Ingarra-Milch Reducing Conflict – Diana Brooks Lessons in Leadership, Version B – Charles Milch Community Leadership Styles – Wendy Jill Krom Time Management – Pamela Kristan Transformational Leadership – Dorothy Paleologos Stress Reduction – Cheryl Jones-Reardon
“Know Your Audience” (Community Engagement) Track Table #2: Table #3: Table #4: Table #5: Table #6: Table #12: Table #14:
Customer Satisfaction – Gail Weirick Diversity Initiatives – Claudia Lach Community Development, Version A – Paul Deslauriers Including Stakeholders – Sam Frank Applying Corporate Sales Strategies to Boost Your Nonprofit – J. Sheldon Snodgrass *Note: Presenter facilitating on this topic during “The Buzz Part 1” only Community Organizing – Diane Gordon Community Development, Version B – Kathy Cardella
“New Media for Non-Techies” Track Table #28: Table #30: Table #32: Table #34:
Digital Marketing Strategies – Rahna Barthelmess Easy Social Media Tactics – Bob Cargill Online Fundraising – Maureen Wallbeoff Engage Your Networks – Steven Smith, Dylan Dalton, Janet Powers
“The View from 30,000 Feet” (Organizational Development) Track Table #7: Table #9: Table #11: Table #13: Table #15: Table #17: Table #19: Table #21: Table #23: Table #35:
Consensus Decision Making – Andrea Nager Chasen Creating a Culture of Success – Ha Tran and Iris Weaver Effective Collaboration – Heather Jack and Heather Rogers Strategic Planning – Jay W. Vogt - *Note: Presenter facilitating on this topic during “The Buzz Part 2” only Organizational Evaluation – Julieann Rapoport - *Note: Presenter facilitating this topic during “ The Buzz Part 2” only Identify Your Mission – Monique Morimoto Flaherty Nimble Organizations for the 21st Century – Ingrid Bredenberg Uncovering Organizational Strengths – Alice Leibowitz Setting Organizational Priorities – Ed Hudner and Jane Tuohy Balanced Scorecards – Laura M. Downing
“Show Me The Money” Table #27: Table #29: Table #31: Table #33:
Choosing Your Accounting Software – Camille Livsey Grant Writing, Version A – Joyce Mannis Grant Writing, Version B – Brenda Noel Informed Real Estate Decisions – Peter Holland, Peter Bates, and Ron Zappile
“Collaborator’s Corner” Table #6: An unstructured opportunity to network with peers. *Note: during “The Buzz Part 1 only” to Table #6 Table #25: An unstructured opportunity to network with peers.
Map of Breakout Rooms / Tracks
Community Vitality Summit Amphitheater
Strauss
Map of Ballroom / “The Buzz” Tables TRACK “Craft Your Public Image” “Front Line Leadership Skills” “Know Your Audience” “New Media for Non-Techies” “The View from 30,000 Feet” “Show Me The Money” “Collaborators’ Corner”
Tuesday, September 29, 2009 COLOR
*Note: shaded tables have different tracks for The Buzz Parts 1 and 2 For more information see pages 14-19.
Four Points by Sheraton Leominster, MA Go out on a limb – that’s where the fruit is. These uncertain times are stressful – tried and true methods aren’t getting the same results and the way forward is unclear; at the same time, pressure to innovate and expand mounts from all sides. You’ve heard more than once that this crisis is an opportunity for those who will stretch out and grab it – but you are well aware of the inherent risk of overreaching. You’re being told that those that make it through this time will emerge as stronger and more efficient agents of change – but hear the implication that those struggling to survive are somehow at fault. You know there is fruit out there, you know where it is, but you need the skills and the support to go out on the limb and get it – without breaking your neck.
P1 Check out our Schedule of Events
P13
Keynote Speaker Hal Schippits, Ph.D.
We all know that a one-day conference – no matter how well executed – is not going to make or break your long-term chance for success. But for today you can step away from the everyday crises of your work to rediscover possibilities and perhaps uncover entirely new ideas. Take notes, share ideas with your peers, pick the brains of the more than forty professional consultants here today, and begin formulating next steps for your plan. When you’re ready to go deeper, contact the Institute for Nonprofit Development, and we will share the resources we have with you.
P14-19 The Buzz Descriptions