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CNE Workshop & Event Schedule

The following workshops and events are being offered by the Foundation's Center for Nonprofit Excellence in conjunction with partner agencies.


Jan. 21:
 Building your Organization’s Dashboard 
Feb. 9: Lunch and Learn: Maximizing Philanthropic Impact through Planned Giving
Mar. 18:
 Budgeting: A Strategic, Team-Based Approach
April 23: Strategy That Works: Learn to Plan and Execute in a Changing Environment
May 21:
Purposeful Boards and Powerful Fundraising





BUILDING YOUR ORGANIZATION’S DASHBOARD 

Date: Wednesday, January 21, 2015 
Time: 9:30 am – 12:30 pm
Cost: $45 | Code: FBOD
Place: The Wilton Library – Brubeck Room
137 Old Ridgefield Road, Wilton
Register: to register email Patrick McKenna at CT Nonprofits, pmckenna@ctnonprofits.org
Trainer: Sharon Danosky, Danosky & Associates

An engaged Board means an informed Board. Does your Board require more relevant information to be effective? Do your financial reports confound and overwhelm your Board? This workshop will help you, your staff, and board members discover the power of dashboards. Help your board of directors hold better discussions, have more efficient meetings, and make better decisions. Teach your staff how to gather data proactively in preparation for meaningful presentations at the board meeting. Learn how to uncover the relevant information in your income statements and balance sheets and display them in a clear and concise manner that everyone will appreciate.

By the end of this program you will be able to:

  • Create dashboards and present the information in an efficient, meaningful and concise manner
  • Build charts, tables, graphs representing key financial benchmarks such as money raised and money saved
  • Evaluate the board response and re-calibrate the dashboard for continuous improvement



Lunch and Learn – Maximizing Philanthropic Impact through Planned Giving

Date: Monday, February 9, 2015
Time: 12:00 pm – 1:30 pm
Cost: Free
Place: Fairfield County's Community Foundation, 4th Floor, 383 Main Avenue, Norwalk
Register: click here to register
Presenter: Jennifer Pagnillo, Day Pitney, LLC

The landscape for charitable giving is ever changing, with historically low interest rates, fluctuating investment markets and higher income tax rates. Now, more than ever, donors are looking for ways to maximize their philanthropic impact when giving to charity.

Attorney Jennifer Pagnillo of Day Pitney will lead a discussion about ways to satisfy your donors’ objectives in making charitable gifts.

Bring your lunch and join us for this informative and interactive discussion that will include:

Steps for embarking on a planned giving program

  • Structuring sample bequest language
  • Considering a gift acceptance policy
  • What to expect if you are receiving bequests
Maximizing the value of lifetime gifts and bequests

  • Cash versus appreciated stock
  • Personal property
  • Real estate
  • Retirement assets

About Jennifer Pagnillo: Jennifer is co-chair of the firm's Tax-Exempt Organizations and Charitable Giving group and practices in the areas of tax and estate planning, estate and trust administration, nonprofit organizations, and charitable giving. She advises clients on income, estate, gift, and generation-skipping transfer tax planning; estate planning, including the preparation of wills and trusts; closely held business planning and related issues with respect to preserving and transmitting wealth within families; and the administration of trusts and estates, including probate proceedings, accountings, and tax-related disputes. Jennifer has represented nonprofit organizations from inception through attainment of tax-exempt status and has facilitated the development of programs to raise funds for such organizations. She was one of the New York City attorneys who volunteered her time in the citywide pro bono effort to aid families of the victims of the World Trade center attack.

 



 Budgeting: A Strategic, Team-Based Approach

Date: Wednesday, March 18, 2015 
Time: 9:00 am – 12:00 pm
Cost: $45
Place: The Wilton Library – Brubeck Room
137 Old Ridgefield Road, Wilton
Register:  click here to register
Trainer: Andrea Mills, Fiscal Management Associates

Strategic financial management isn’t just a string of buzzwords, in these times it’s an organizational imperative. This three-hour course will help nonprofits to develop a well-designed budget process that facilitates programmatic, strategic, and fiscal discussions among the leadership team, resulting in a mission-driven budget. Participants will learn how to take their budgeting process to the next level, gaining a firm grasp of budgeting best practices as well as strategic language to get board members, program leaders, and executive staff on board with the decision making process.

Participants in this program will gain an understanding of how to:

  • Develop a well-designed, inclusive budget development process
  • Facilitate discussions on financial goals and plans among the Program, Development, and Finance teams
  • Identify, allocate, and build indirect costs into program budgets to understand the real costs of program delivery



Strategy That Works: Learn to Plan and Execute in a Changing Environment

Date: Thursday, April 23, 2015
Time: 9:30 am – 12:30 pm
Cost: $45 | Code: STW
Place: Fairfield County’s Community Foundation
Merritt View Building – Merritt View Conference Room, First Floor
383 Main Ave. Norwalk, CT 06851
Register: Registration coming soon!
Trainer: John Brothers, Quidoo Consulting

Most nonprofit leaders recognize that it’s hard to accomplish mission without a good plan. In today’s environment, planning is critical when resources are tight and need is great. However, traditional strategic plans often fail and are never executed. Why? It’s hard to plan when the future is often uncertain and changing rapidly.

One solution to planning and executing more effectively is to use scenario planning. Scenario planning works alongside other strategic planning techniques to ensure that strategy takes into account the environment in which organizations operate. Scenario planning is a powerful process which can help nonprofit leaders:

  • Align strategic planning activities across the organization 
  • Foster useful strategic conversations among key executives and managers
  • Enhance responsive to emerging challenges and opportunities
  • Generate and assess innovative strategies 
  • Build deep understanding of business environment drivers

In attending this session and learning about the art of scenario planning, your organization will be able to more realistically plan for your organization and be better prepared for the future.



PURPOSEFUL BOARDS AND POWERFUL FUNDRAISING

Date: Thursday, May 21, 2015
Time: 9:00 am - 3:30 pm, Continental breakfast and registration begins at 8:30 am
Cost: $75 Code FPBP2
Place: Housatonic Community College, 900 Lafayette Boulevard, Bridgeport, CT 
Register: Registration coming soon
Trainer: Chuck Loring, Loring, Sternberg & Associates


Chuck Loring returns to Connecticut by popular demand to deliver this powerful, full-day workshop focused on best practices in governance and fundraising. We’ll take a close look at board recruitment, structure, operations, and culture to understand the correlation between effective boards and successful fundraising.

An ideal opportunity for Board/Staff teams,
this course offers insights on how to bring about a change in the culture and practices of your nonprofit board in ways that leverage the power of your board in your strategic fundraising efforts.

A popular BoardSource workshop, this intensive program covers:

  • Nonprofit trends that impact governance and fundraising
  • The principles of effective governance
  • How to build a board and create a governance model for your organization
  • The stages of board evolution
  • Helping your board articulate the community value of your organization
  • Why successful fundraising is not about asking for money