NONPROFIT ORG US POSTAGE
PAID United Way • Pace University Wilson Center Not-For-Profit Management Center 336 Central Park Avenue White Plains, NY 10606-1502
WHITE PLAINS, NY PERMIT NO. 25
September 2008 - June 2009
United Way • Pace University Wilson Center Not-For-Profit Management Center
Sponsored by
United Way of Westchester and Putnam
COURSE OFFERINGS
UNITED WAY • PACE UNIVERSITY NOT-FOR-PROFIT MANAGEMENT CENTER
When we reach out a hand to one, we influence the condition of all.
Everyone deserves opportunities for a good life: a quality education that leads to a stable job, enough income to support a family through retirement, and good health. United Way’s work focuses on the building blocks for a good life: education, income and health.
REGISTRATION FORM
(Please print or type)
Advanced registration is required. Please send completed registration form and mail or fax with the appropriate registration fee before the course deadline. Telephone cancellations must be received at least 48 hours prior to the start of a session and followed by a written request for a refund. If a course or workshop is cancelled for any reason, registrants will be notified by phone, fax, e-mail or mail and will receive a full refund or credit toward a future offering. No shows forfeit the registration fee. Questions? Call (914) 997-6700 ext.740; Fax: (914) 949-6438
Thank you for inspiring hope for a better tomorrow.
Name: Agency: Address: City: State: Fax:
Title:
Zip: E-mail:
GIVE. ADVOCATE. VOLUNTEER.
Phone:
LIVE UNITED
The Helene & Grant Wilson Center for Social Entrepreneurship was created in 2005 to serve the nonprofit community and Pace University. Devoted to honing the risk-taking spirit and managerial skills of nonprofit organizations, the center was launched by Helene and Grant Wilson whose involvement with nonprofit organizations has convinced them that more entrepreneurial management can help these organizations increase their impact. The mission of the Wilson Center for Social Entrepreneurship is "to promote social change through entrepreneurship." The Center furthers this mission by serving students and nonprofit organizations with education, research, communication, and advisory service.
Please indicate method of payment: Check (Make checks payable to United Way of Westchester and Putnam) Credit Card Card No.: Card Holder's Name: MasterCard VISA Amex Discover
Exp. Date: Signature:
Please return to: Mary Ann Luna, Director of Management Center Initiatives United Way of Westchester and Putnam 336 Central Park Avenue, White Plains, NY 10606
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NFP Management Center Certificate Program
COURSE TITLE(S): $ $ $ $ Total Fee Enclosed: $
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Courses at a glance ...
United Way of Westchester and Putnam
Conquering your Fears/Exuding Confidence in Public Speaking in Putnam ................................................................................................2 Generations at Work: Managing a Multigenerational Workforce ................3
What is the Board Resource Team?
A management assistance program designed to provide on-site assistance to nonprofit organizations by leading their boards through a process of capacity-building and nonprofit management advisement. This is a pro bono service offered to nonprofit organizations in Westchester County.
Beyond Awareness- Creating an Inclusive Workplace ..............................4 The Art & Soul of Networking: Creating Connections That Count ............5 Competitive Positioning: Ensuring a Future for your NFP........................6 Expanding the Donor Base of Individuals and Developing New Constituencies for NFPs ..........................................................................7 Securing Information Assests for your NFP ..............................................8 Time and Stress Management ..................................................................9 The New Form 990 and Preparing For an Audit ......................................9 Best Practices in Succession Planning in Putnam ..................................10 Marketing for NFPs: Getting On Track....................................................12 Building Strategies to Influence Decision Makers: Advocacy and Your Mission in Putnam ................................................................................13 Improving Communications: Writing skills for the non-native English speaking professional ..............................................................14 Immigration Law Basics for NFPs ..........................................................15 The Art & Soul of Networking: Creating Connections That Count in Putnam ..........................................................................16 Unsticking your Grant Proposal: An Interactive Two-Session Clinic ......17 Planning, Managing and Evaluating Projects for NFPs............................18 Religion in the Workplace ......................................................................18 Planning and Budgeting for NFPs ..........................................................19 Understanding Diversity: Managing a Culturally Diverse Workplace ......20 Disaster Planning and Emergency Preparedness ....................................21 Technology and the Law: The Internet World-Issues for NFPs................22
Who are the Consultants?
Members of the nationally recognized Experienced Volunteer Executives & Professionals (EVEP) program who have extensive business and management experience. EVEP volunteers are specially trained and guided pro bono by Resource Development Counsel, Robert Miss and Gae Savino.
What do they do?
Provide 3-5 on-site consultations with your Board of Directors concerning: agency and board capacity to achieve mission, governance, management, program, and fundraising issues.
How Do We Get Started?
Contact Judy Kadish at 914-227-9306, judy@volunteer-center.org or visit either www.volunteer-center.org or www.uwwp.org to download the forms.
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SEPTEMBER 2008
COMMUNICATION
AND
For more information about the Not-for-Profit Management Center, its offerings, or the scholarship program, please contact:
P UBLIC S PEAKING
CONQUERING YOUR FEARS—EXUDING CONFIDENCE IN PUBLIC SPEAKING *This workshop is presented in Putnam County in cooperation with the Putnam Community Service Network and the Putnam County Personnel Department Location: Putnam County Bureau of Emergency Services Donald B. Smith Government Campus, 112 Old Rt. 6, Carmel, NY Presenter: Ms.Deidre Boone, CEO of the De Boone Consulting, is a professional speaker, trainer, consultant, radio host and abundant life coach with over 15 years experience in developing successful leadership, public speaking programs and conference events. Deidre, also known as De Boone, speaks for and consults with CEOs and top teams in organizations worldwide; as well as with businessowners, entrepreneurs and not-for-profits who want to promote their business/services and conquer their fears of public speaking.
Mary Ann Luna Director of Management Center Initiatives United Way of Westchester and Putnam 336 Central Park Avenue White Plains, NY 10606 Telephone: (914) 997-6700, ext. 740 Fax: (914) 949-6438 E-mail: mluna@uwwp.org
Or you may like to visit the United Way of Westchester and Putnam web site at www.uwwp.org. to view the entire calendar of course offerings.
Date:
Friday, September 5, 2008 9:00: a.m. – 12:00 a.m. Registration Deadline: Friday, August 22, 2008
Fee: $30.00 Workshop description:
Do you have to give a speech, represent your organization or program, do a business presentation, but you are terrified of speaking in front of people, or just want to brush up on your presentation skills? This workshop is designed to provide participants with practical frameworks for increasing confidence and effectiveness in oral presentations. They will learn how to present ideas with conviction, control and poise, while gaining specific skills and direction to become comfortable with their own style.
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From Long Island – Throgs Neck or Whitestone Bridge onto New England Thruway. Exit at 21 onto I-287. Take Exit 6 and turn left at exit light onto North Broadway and proceed from ** above. From New Jersey – Garden State Parkway onto New York State Thruway across Tappan Zee Bridge; take Exit 8 at Elmsford onto I287. Take Exit 6 and turn right at light onto North Broadway and proceed from **above. From Upstate New York – New York State Thruway across Tappan Zee Bridge; take Exit 8 at Elmsford onto I-287. Take Exit 6 and turn right at light onto North Broadway and proceed from ** above. From Connecticut – New England Thruway or Merritt Parkway or 684 onto I-287. Take Exit 6 and turn left at exit light onto North Broadway and proceed from**above. By Train – Harlem Division of Metro-North from New York City stops at White Plains. By Bus – The Lubin Graduate Center can be reached by using busses # 1,3,5,6,11,12,13,14,15,17,20,20x, 37,40,41,59,60,62,63, and 84. Parking: There are several options: A pay parking garage beneath the Graduate Center /Westchester Financial Center (attendant parking – approximately $3.00 per hour). Parking is also available at the Galleria (metered parking); enter on Martine Avenue, one block before the Graduate Center. The Bank Street parking lot, turn left at the end of Martine and proceed to the parking lot entrance immediately before the first traffic light. The parking rate is $5.75 a day. In Putnam, the Center in cooperation with the Putnam Community Service Network and the Putnam County Personnel Department presents four workshops a year, at two locations, the Putnam County Bureau of Emergency Services, Donald B. Smith Government Campus at 112 Old Route 6, in Carmel, NY and at the Mahopac Public Library at 668 Route 6, Mahopac, NY 10541. Other Information: Complementary hot beverages and pastries will be available one-half hour before the morning sessions begin. For full-day offerings, there is a lunch break around noon. Lunch and parking are not included. Except as indicated most courses are scheduled on Thursdays.
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Topics to be discussed:
• Use relaxation techniques to overcome nervousness • Learn how to project your voice and use pauses to dramatize a point • Create an introduction that people can easily understand your value • Communicate with clarity and conviction Who should attend? Open to the first 30 registrants.
COMMUNICATIONS
AND I NTERPERSONAL
S KILLS
Generations at Work: Managing a Multi-generational Workforce Presenter: Ms. Lauren Supraner is the president and founder of CAL Learning, a culture and language consulting company. With 20 years experience, Lauren has developed and delivered programs for Fortune 500 companies, government agencies and not-for-profits. Previously, Lauren was Director of Training and Workforce Development at Pace University. She holds an MA in TESOL from Columbia University.
Date:
Thursday, September 25, 2008 9:00 a.m. -12:00 p.m. Registration Deadline: September 19, 2008
Fee: $30.00 Workshop description:
Each of the four generations in the workplace—Traditionalists, Baby Boomers, Gen X, and Gen Y- bring their own unique perspectives, values and work ethics to the job. In this workshop, you will identify these generational differences and how they affect the workplace. Learn to tap into each generation’s resources by understanding their desired work environment, preferred leadership and communication styles and concepts on rewards and acknowledgement.
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Topics to be discussed:
• Identifying generational differences that may lead to conflict and workplace problems • Creating ways to resolve generational conflict • Learn practical techniques for better communication across the generations. Who should attend? Executive directors, human resource officers, program managers and supervisors.
Scholarships: Partial and full scholarships are available, based on demonstrated need, by written request. Cancellations: The Center reserves the right to cancel any offering and to substitute presenters. In the case that the Center has to cancel an offering, the registrant will be notified accordingly and given the option to request a refund or credit for a future offering. Refunds need to be requested in writing. If a registrant is not able to attend the session for which he/she has registered, he/she can send a replacement, with the exception of those enrolled in the NFP Management Center Certificate Program. If the registrant does not attend the session(s), there is no refund or credit due. A registrant can cancel in writing, by e-mail, fax or phone at least two-full working days before the session. Location: The Center’s workshops/seminars are provided in Westchester and in Putnam locations. In Westchester: except as indicated, all courses will be held at: Pace University Graduate Center 1 Martine Avenue White Plains, NY 10606 Inclement Weather: During the winter months, please call Pace University Lubin Graduate Center at (914) 773-3398 for announcements.
OCTOBER 2008
H UMAN RESOURCES
Beyond Awareness: Creating an Inclusive Workplace Presenter: Ms. Lauren Supraner is the president and founder of CAL Learning, a culture and language consulting company. With 20 years experience, Lauren has developed and delivered programs for Fortune 500 companies, government agencies and not-for-profits. Previously, Lauren was Director of Training and Workforce Development at Pace University. She holds an MA in TESOL from Columbia University.
Date:
Thursday, October 23, 2008 9:00 a.m. -12:00 p.m. Registration Deadline: October 16, 2008
Directions:
The graduate center is near the Metro-North station and the Galleria in White Plains. From I-287 (Cross Westchester Expressway) If traveling from west, take Exit 6 and turn right at North Broadway (South 22). If traveling from East, take Exit 6 and turn left at the exit light. Make another left at the next light onto North Broadway. **From North Broadway, proceed approximately 1.5 miles, passing Pace’s White Plains campus. Turn right onto Martine Avenue (right after passing Hamilton Avenue and Main Street, which are one way). The entrance to the Lubin Graduate Center, which is located in the Westchester Financial Center, at the intersection of Martine and Lexington Avenues (entrance to the University is almost at the corner of Martine Avenue and Bank Street, to the right hand side). 25
Fee: $30.00 Workshop description:
This half-day workshop will focus on how to create an inclusive work environment where all people feel valued and supported. Through self-assessment, participants will identify their own biases, prejudices, and cultural filters and their impact in the workplace. Participants will also examine their organization’s culture, management practices, and interpersonal relationships to see if they support and develop diverse employees at all levels. See what changes you can make right now to create a more inclusive environment.
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Pace’s Masters of Public Administration Program. You can download the application and get more information by visiting our website at www.uwwp.org Pace University faculty, special consultants and trainers are secured by the Management Center to provide educational and technical assistance in many ways:
Topics to be discussed:
• Where false assumptions come from and how to overcome biases and prejudice • How to speak up and counteract prejudice • Changes you can make right now Who should attend? Executive directors, human resource officers, program managers, supervisors and volunteers.
Courses
Each multi-session course is designed to equip the not-for-profit professionals with a set of practical tools to increase their confidence level in specific skill sets.
Seminars and Workshops
Intensive full and half-day seminars and workshops are offered on timely topics that affect your organization.
THE ART & SOUL OF N ETWORKING: CREATING CONNECTIONS THAT COUNT
Presenter: Ms. Abby Straus is a master “networker.” One of the
questions most frequently asked by her colleagues is, “Is there anyone you don’t know?” She spent many years working in the music industry, and now coaches and consults in maximizing human potential. Learn more about Abby at www.abbystraus.com
The Not-for-Profit Management Center Certificate Program
For those professionals who plan to attend at least four courses/seminars or workshops during the calendar year from September 2008 through June 2009, the Center is offering a Certificate of Achievement, as a validation of their attendance and completion of the trainings. Participants are free to select classes from the course offerings at the regular class fee.
Date:
Tuesday, October 28, 2008 9:00 a.m. – 12:00 p.m.
Registration deadline: October 21, 2008
Management Assistance
Pro-bono and affordable consultants are available for “one-on-one” assistance to any organization in many management areas including finance, human resources, strategic planning, fund-raising, public relations and marketing. Management consultation is tailored to each organization. Registration Information: Registration is on a prepaid, first-come basis. Please refer to each offering’s registration deadline. Payment is due at the time of registration. Please indicate your enrollment in the 2008-09 Certificate Program by checking off the appropriate box. Please mail or fax your completed registration form, including type of payment selected. If paying by check, please make it payable to United Way of Westchester and Putnam. A confirmation fax/e-mail is sent after receiving the registration form with your payment. The Center now offers Mycart, a secure online credit card payment option. The registration form can be accessed by visiting the United Way website at www.uwwp.org/pace.htm. Receipt of your payment will be emailed to you.
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Fee: $30.00
Workshop description: Networking is a vital skill for every organization and is one of your most valuable assets. This workshop will give you a blueprint for successful networking. Learn how to create robust, healthy connections to people who will help you to get the job done again and again.
Topics to be discussed:
• • • • Developing and keeping great relationships Maximizing your connections Managing network information The secret to successful networking (it’s not what you might think!)
Who should attend: Executive directors, program managers, resource development officers and staff who need to network to further their organization’s mission.
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STRATEGIC THINKING
COMPETITIVE POSITIONING: ENSURING A FUTURE FOR YOUR NON-PROFIT ORGANIZATION
United Way-Pace University Wilson Center Not-For-Profit Management Center Course Offerings September 2008 – June 2009
Presenter: Mr. Joseph M. Pastore, Jr., Ph.D., Professor at the
Lubin School of Business, Pace University, has nearly a 40-year career as teacher, scholar, administrator, consultant and public servant. For 23 of those years, Dr. Pastore served as Dean, Provost, or Executive Vice President at Saint Bonaventure University, Boston College, and Pace University. He has served as a consultant to a number of for-profit companies, as well as not-for-profit organizations. He is Chairman of the Board of Trustees for Siena College, a Trustee of Abbott House and a member of the President’s Council for Northern Westchester Hospital.
About the Center
he United Way-Pace University Wilson Center Not-for-Profit Management Center is again proud to offer this catalog of courses for Fall/Winter 2008 and Spring 2009. The Center is committed to providing the not-for-profit community with high-quality and relevant learning opportunities at an affordable cost. To that end, the Center is collaborating and partnering with organizations such as the Wilson Center of Pace University, the ProBono Partnership, and Interfacet, an on-site and online training company which provides cultural diversity and human resource workshops and webinars. This year, most of the Center’s activities are underwritten by a grant from Chase Bank. This generous grant helped with the printing of this handy brochure and mailing costs, and will enable us to offer partial and full scholarships for all organizations with small or no training budgets. This year, the thirteenth since the Center’s inception in 1995, we have a curriculum of courses in a wide range of disciplines such as advocacy and public policy, board development and strategic planning, financial management, communication and interpersonal skills, human resources, legal management, project management, resource development and more. Courses may be added throughout the year, so please check back often by visiting our website at www.uwwp.org. In addition, United Way and The Volunteer Center of the United Way recently announced the initiation of a new service for not-for-profits in Westchester, the Board Resource Team, a management assistance program designed to provide on-site assistance to non-profit organizations by leading their boards through a process of capacity-building and non-profit management consultation. Information on this pro bono service can be found on page 28. In an effort to promote excellence in training for professionals in the not-for-profit sector, the Center has established the Not-For-Profit Scholarship Program, an initiative that provides a 25% tuition discount for any eligible not-for-profit professional seeking to earn a master’s degree specializing in non-profit management through
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Date:
Thursday, October 30, 2008 9:00 am to 12:00 pm Deadline Registration: October 16, 2008
Fee: $30.00 Workshop description:
There is probably no responsibility more important for CEO’s and Board members than to ensure a healthy future for one’s organization; some call it the need to assure sustainability. Shaping a mission statement is a good starting point, but ensuring that the effort will be operational and yield effective results requires more strategic thinking. This half-day session will focus on the discussions that must take place in order to understand your organization’s current competitive position and how it must evolve to assure sustainability.
Topics to be discussed:
• What do we stand for and do we see a need to change our credo? • Who do we serve and what is the future of that constituency • How do we succeed and to what extent will our success continue to work in the future? • What are our vulnerabilities? • Do we face the risk of having “what put us in business, putting us out of business” and what can we do to mitigate the risk? • What competitive forces will impact your organization in the near term? • What should our strategic logic be going forward?
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By implementing American Red Cross’ standards before a disaster strikes, your organization will have a much more effective plan for disaster preparedness and relief.
Who should attend: Executive directors, program managers, senior staff and board members.
You will learn how to:
• Educate your employees and their families on how to prepare for and react appropriately to disasters. • Develop a business recovery plan to reduce a disaster’s impact on your business operations. • Best assist clients when disaster strikes.
NOVEMBER 2008
EXPANDING THE DONOR BASE OF I NDIVIDUALS AND DEVELOPING CONSTITUENCIES FOR NOT-FOR-P ROFITS
Mr. Robert E. Miss, MAC, CPFR, Partner, Resource Development Counsel, and Ms.Gae Hoffman Savino, MPA, CFRE, Partner, Resource Development Counsel, www.rdcfunds.org
Who should attend: Executive directors, program managers, site managers, human resource managers.
Presenter:
TECHNOLOGY AND THE LAW THE I NTERNET WORLD: LEGAL I SSUES P ROFITS
Presenter: Pro Bono Partnership Date:
Wednesday, June 17, 2009 9:30 a.m. – 12:30 p.m. Registration deadline: June 3, 2009
FOR
NOT-FOR-
Date:
Thursday, November 6, 2008 9:00 a.m. - 12:00 p.m. Registration deadline: October 23, 2008
Fee: $30.00 Workshop description: This half-day session will demonstrate
methods and provide case studies for non-profits to increase their number of supporters. Special focus will be given to increasing a non-profit’s major donors and expanding the network of productive alliances. Board members are encouraged to attend.
Fee: $30.00 Workshop description:
This half-day workshop will focus on the legal implications of not-forprofits’ usage and maintenance of their websites and other evolving technology issues related to the use of the internet.
Topics to be discussed:
• Blue Sky, Smilin’ at Me. Attitudes and group behaviors that will attract supporters • Movin’ Them Up. How to encourage major gifts among more of your supporters • The Expanding Universe of Board Outreach. A proven teamwork method by board and staff for attracting new supporters • Sharing Our Strength. Positive and realistic ways to encourage new corporate and funding partners.
Topics to be discussed:
• • • • Do you provide advice over the internet? Why it’s important to keep your website up to date Do you fundraise on your website or elsewhere in the internet? Does your organization have an internet usage policy for employees? • What are the legal implications of having links from your website to other websites?
Who should attend: Executive directors, fund development directors and staff, directors of community relations/public information, board members, particularly development committee members.
Who should attend? Executive directors, Information Technology professionals, web masters and volunteers who help with website maintenance.
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TECHNOLOGY RESOURCES
Securing Information Assets for your Not-For-Profit Organization
Date:
Wednesday, June 3, 2009 9:30 a.m. – 12:30 p.m. Registration deadline: May 20, 2009
Fee: $30.00 Workshop description:
Using a definition of cultural diversity that is broad and inclusive, attendees will learn how culture affects values, behavior, perceptions, and communication styles. Learn how cultural identity creates bias and cultural filters. Through self-assessment, attendees will see how their behaviors affect others who are different from them, and how these behaviors impact the workplace environment. Participants will also identify communications styles of various cultures with the goal of establishing greater flexibility in communicating. Participants will define and analyze workplace problems that arise from cross-cultural miscommunication and develop techniques to resolve them.
Presenter: Ms. Keithe Bennett
is currently the Director of Information Technology for Pace University’s School of Law. She previously worked for the Seidenberg School of Computer Science and Information Systems, where she taught technical networking, information security and provided Information Technology support since 2003. Ms. Bennett has more than 10 years of professional experience in networking and information systems, and possesses multiple technical certifications in addition to her degree in Telecommunications and Networking Technologies from Pace University. She is Cisco Certified Network Associate (CCNA), and has maintained premier Microsoft certification status since 1999. Thursday, November 13, 2008 9:00 a.m. -12:00 p.m. Registration Deadline: October 23, 2008
Date:
Topics to be discussed:
• What culture is and how it impacts perception, behaviors, and values • How differences affect people’s expectations and actions • Where false assumptions stem from and how to overcome biases and prejudice • Techniques for improved communication skills
Fee: $30.00 Workshop description:
This half-day workshop will provide a broad overview of common information assets of not-for-profit organizations and basic technical strategies that can be used for risk reduction. External exposure of internal resources can result in loss of data, loss of reputation and even criminal charges, making it to the duty of Information Officers of any organization to be knowledgeable of the strategies to mitigate risk.
Who should attend? Open to the first 30 registrants.
Topics to be discussed:
• Defining your organization’s information security assets • Guarding and strengthening your organization’s security boundaries • Protecting intellectual property for a modern mobile workforce • Educating users on social engineering tactics • Developing a disaster recovery plan
DISASTER P LANNING AND FOR NOT-FOR-P ROFITS
Date:
E MERGENCY P REPAREDNESS
Presenter: American Red Cross- Westchester Chapter
Thursday, June 11, 2009 9:00a.m.-12: 00p.m. Registration deadline: May 28, 2009
Fee: $30.00 Workshop description:
This workshop will provide step-by-step information on how to plan and maintain a comprehensive emergency management program. The session is designed to address unforeseeable emergencies in an organization where a sizable number of people work or are served.
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Who should attend: Executive directors, IT officers, office managers, program managers, and supervisors.
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Workshop description:
This full-day course is designed to give practical information on how to develop strategies, plans and budgets for a typical not-for-profit, and assessing its success.
TIME AND STRESS MANAGEMENT NOT-FOR-P ROFIT P ROFESSIONAL
Presenter:
FOR THE
H ECTIC
Topics to be discussed:
• The concepts of and linkages between strategies, plans, budgets and assessments • A unified planning and budgeting approach for the successful management of various enterprises • Creating an effective business plan • Budgeting for not-for-profits including direct and indirect costs • Budgeting for a programs — both restricted and unrestricted funds • Budget implications of IRS Form 990 • Developing financial assessments, measurements and procedures and using this information to make sound management decisions.
Mr. Grant Loavenbruck, DSW, Director of Special Projects at the Michaelian Institute for Public Policy and Management at Pace University, White Plains, NY
Date:
Tuesdays, November 18 and November 25, 2008 9:00 a.m. - 12:00 p.m. Registration deadline: November 4, 2008
Fee: $60.00 Workshop description: These two half-day workshops will identify and apply those time management principles that deal with the “overload” facing many not-for-profit professionals. The session will highlight the reasons why people have difficulty managing time. It will also focus on proven techniques used to identify and address stressful situations and the ways to solve difficult problems and challenges.
Who should attend: Executive directors, administrators, board
members, finance and development staff. Limited to the first 20 registrants.
Topics to be discussed:
JUNE 2009
U NDERSTANDING DIVERSITY: MANAGING A CULTURALLY DIVERSE WORKPLACE
*This workshop is presented in Putnam County in cooperation with the Putnam Community Service Network and the Putnam County Personnel Department
• • • •
Time management principles Techniques to overcome disorganization and procrastination Stress management tips adaptable to your work-style Techniques that will help you to defeat stress and regain self-control and confidence • Problem- solving tips that will renew your concentration and creativity
Who should attend? Executive directors, administrators, new
program managers, supervisors.
Location: Mahopac Library Foundation Center Cooperating Collection Center, 668 Route 6, Mahopac, NY 10541 Presenter: Ms. Lauren Supraner is the president and founder of
CAL Learning, a culture and language consulting company. With 20 years experience, Lauren has developed and delivered programs for Fortune 500 companies, government agencies and not-for-profits. Previously, Lauren was Director of Training and Workforce Development at Pace University. She holds an MA in TESOL from Columbia University.
F INANCIAL MANAGEMENT
The New Form 990 and Preparing for an Audit
Presenter:
Mr.Michael Genito, MPA, MBA, CPA, Professor, Department of Public Administration at Pace University’s Dyson College of Arts and Sciences, ands Research Associate, Michaelian Institute for Public Policy and Management.
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Date:
Thursday, November 20, 2008 9:00 a.m. -12:00 p.m.
She has been published extensively on employment issues in legal and industry media.
Registration Deadline: November 6, 2008
Date:
Fee: $30.00 Workshop description:
IRS Form 990 is used not only by the IRS. It is also used by the public, donors, the media, and regulators to evaluate how a not-for-profit is meeting its mission. The IRS redesigned Form 990 for fiscal year 2008 consists of an 11-page core form and 16 schedules and features significant changes in the order and type of information collected. This half-day session will explain what the IRS is attempting to accomplish with a redesigned 990, the newly released form and its schedules. It will also discuss how to prepare for a year-end audit.
Thursday, April 23, 2009 9:00a.m.-12: 00p.m. Registration deadline: April 2, 209
Fee: $30.00 Workshop description:
Requests for religious accommodations at the workplace are rising. Claims of discrimination based on religion are also increasing. Executive directors and supervisors need to understand how to balance the rights and obligations of employers regarding religious practices, observances and beliefs. This workshop will provide a clear overview of the legal framework for not-for-profits.
Topics to be discussed:
• Overview of the redesigned IRS 990 form and its schedules • Dos and Don’ts of preparing for an audit • Tips on how to work with the auditor to make the audit process go smoothly
You will learn:
• Basic understanding of diverse religions and how they may be manifested in the workplace • How and when to reasonably accommodate those expressions.
Who should attend? New executive directors, development staff,
staff with accounting support positions, and new board members. Limited to the first 20 registrants.
Who should attend: Executive directors, program managers, site managers, and human resource managers.
DECEMBER 2008
H UMAN RESOURCES
BEST PRACTICES IN LEADERSHIP SUCCESSION PLANNING *This workshop is presented in Putnam County in cooperation with the Putnam Community Service Network and the Putnam County Personnel Department.
MAY 2009
F INANCIAL MANAGEMENT
PLANNING AND BUDGETING FOR NOT-FOR-PROFITS
Instructors: Mr. David Hapke, MBA, CMA, Principal of the Hapke
Group , and Adjunct Professor of Management at Pace University and Mr.Joseph Morreale, Professor of Public Administration and Economics at Pace University.
Location: Putnam County Bureau of Emergency Services, Donald B. Smith Government Campus, 112 Old Rout 6, Carmel, NY. Presenter: Ms. Patricia Hayling Price, CEO of Patricia Hayling & Associates, has built a successful consulting practice focused on talent development. Her experience includes 23 years in corporate
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Date:
Friday, May 8, 2009 9:00 a.m. – 4:00 p.m. Registration deadline: April 28, 2009
Fee: $60.00
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APRIL 2009
P ROJECT MANAGEMENT
PLANNING, MANAGING AND EVALUATING PROJECTS FOR NOT-FOR-PROFITS
Presenter: Mr.Gregory Holtz, Ph. D., Associate Professor of Public Administration, Pace University, White Plains, NY. Date:
Thursdays, April 16 and 30, 2009 9:00 a.m. – 12:00 p.m. Registration deadline: April 2, 2009
America; including 10 years as a global business executive at IBM. Her insight and expertise have been well received at the Forbes Women in Leadership Conference and in academic circles at Cornell University, Clark Atlanta University, NYU Stern School and Colgate University. With a growing list of distinguished clients from an array of business areas ( Mellon Bank, Goldman Sachs, Bank of America, GoodWorks International, American Heart Association, The Harlem Children’s Zone, Red Cross, and industries including Government, Law, Education, Pharmaceutical and the Executive Search), Patricia is magically transforming the performance of her clients one by one, always reminding them that “failing to prepare is very much like preparing to fail”.
Date:
Wednesday, December 10, 2008 9:00 a.m. – 12:00 p.m. Registration deadline: November 19, 2008
Fee: $60.00 Course description:
This two-session workshop covers the common patterns and elements in the planning, management and evaluation of public and not-for-profit programs. Special attention will be given to the use of data and performance indicators at each phase of a program’s life.
Fee: $30.00 Workshop description:
This workshop will cover essential elements for planning and executing a thoughtful and substantive succession plan for small, medium and large not-for-profit organizations. Strong succession planning ensures a “ready position” for the not-for-profit entity to endure and actually thrive….. despite the loss of any employee. Securing a “ready position” requires the formulation and execution of disciplined processes that need not be complex. These processes enable smooth transitions and insulate your business from the potentially eroding elements of employee loss; whether that key employee moves on as planned or by surprise.
Topics to be discussed:
• How to integrate data collection and analysis across all phases of planning, management, and evaluation • How to view and appreciate the relationship between planning, managing and evaluation • How to formulate performance indicators for planning, managing, and evaluation processes.
Topics to be covered:
• • • • • • • • • • Retention Improvement Hiring Rubrics Interviewing with Succession in Mind Employee Agnostic Job Scoping Employee Satisfaction as a Retention Indicator Evaluations Communications Strategy Identifying/Anticipating Expected Vacancies Recruitment Strategy Identification of Gaps in Current Employees and Candidates Competency Levels • Individual Development Plans • Morale Levers beyond the Pay Check
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Who should attend:
Executive directors, program staff
LEGAL RELIGION
IN THE
WORKPLACE
Presenter: Ms.Deborah Volberg Pagnatta, Esq., President of Interfacet, an organization that provides programs and products to help organizations avoid costly litigation associated with sexual harassment, race and age discrimination and other related issues. Ms. Pagnatta is a well-recognized trainer, fact-finder and mediator.
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This session will be highly interactive and highly collaborative. Bring your succession planning stories, situations and challenging questions to this session….leave armed to plan and execute more effectively to build and maintain a winning team. Who should attend: board members. Executive directors, human resource officers,
G RANT WRITING S KILLS
UNSTICKING YOUR GRANT PROPOSAL: INTERACTIVE TWO HALF-DAYS CLINIC Presenter: Mr. Grant Loavenbruck, DSW, Director of Special Projects at the Michaelian Institute for Public Policy and Management at Pace University, White Plains, NY.
JANUARY 2009
MARKETING
Basic Marketing: Hands On Assess your NFP Marketing Plan With Tips on How to Implement it with No Budget
Date:
Wednesdays, March 25 and April 8, 2009 9:00 a.m. – 12:00 p.m. Registration deadline: March 4, 2009
Fee: $60.00 Workshop description:
These two half-day interactive sessions will provide practical “nuts and bolts” information on applying for and securing funding from both public and private sources. In addition to the basics of proposal development, emphasis will be placed on techniques for researching and effectively approaching the funding organization. Skill building exercises, including the development of an actual funding proposal, will be a part of this course. Participants are expected to bring their questions on grants that they are working on.
Instructor: Ms. Janice O’Brien, Marketing Director, Wainwright
House, Rye, NY, has been consulting with not-for-profit organizations for over 18 years with clients such as St. Jude’s Children’s Ranch, Boulder City, Nevada; the YWCA and IRC (International Rescue Committee). Janice’s career began as a graphic designer and in 1999 she became a Brand Consultant with global clients including ITT, Pfizer, Pepsi, BP and SAP. She has created and conducted brand workshops in the US and UK.
Topics to be discussed:
• How to evaluate the proposal through the funder’s eye • Developing a proposal checklist • How to write a letter of intent, problem statement/needs assessment • Methods/evaluation sections of a proposal
Date:
Thursday, January 8, 2009 9:00 a.m. to 12:00 p.m. Registration deadline: December 18, 2008
Fee: $30.00 Workshop description:
Most not-for-profits do not have a budget or staff to develop elaborate marketing strategies. This workshop will discuss how to assess and/or set strategies and how to implement them effectively with little or no cost and with little or no marketing experience. Participants will create a simple marketing plan in class, and develop the ability to see the different facets of the organization’s activities that can be marketing opportunities. Participants are encouraged to bring their marketing materials for class discussion and critique to see how to improve them.
Who should attend: Executive directors, resource development staff, board members involved in grant writing.
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MARCH 2009
THE ART & SOUL OF N ETWORKING: CREATING CONNECTIONS THAT COUNT
*This workshop is presented in Putnam County in cooperation with the Putnam Community Service Network and the Putnam County Personnel Department
Topics to be discussed:
• • • • • • Know your audience Effective marketing strategies Advertising, online and other free resources Developing strategic partnerships Branding, how to create a great look Graphics when you’re not a designer
Who should attend: Executive directors, staff with marketing and
communications responsibilities. Open to the first 20 registrations
Location: Mahopac Library Foundation Center Cooperating
Collection Center, 668 Route 6, Mahopac, NY 10541
Presenter: Ms.Abby Straus is a master “networker.” One of the
questions most frequently asked by her colleagues is, “Is there anyone you don’t know?” She spent many years working in the music industry, and now coaches and consults in maximizing human potential. Learn more about Abby at www.abbystraus.com
ADVOCACY AND YOUR M ISSION B UILDING STRATEGIES TO I NFLUENCE DECISION MAKERS
*This workshop is presented in Putnam County in cooperation with the Putnam Community Service Network and the Putnam County Personnel Department
Date:
Thursday, March 19, 2009 9:30 a.m. – 12:30 p.m. Snow Date: Thursday, March 26, 2009 9:30 a.m. – 12:30 p.m. Registration deadline: March 5, 2009
Location: Mahopac Library Foundation Center Cooperating Collection Center, 668 Route 6, Mahopac, NY 10541 Presenter: Mr. John Tepper Marlin, Ph.D., former President/CEO
of the Council on Municipal Performance, former NY City Chief Economist, author of a dozen books and many op-eds, current Huffington Post blogger, Adjunct Professor at NYU and Pace University.
Fee: $30.00 Workshop description:
Networking is a vital skill for every organization and is one of your most valuable assets. This workshop will give you a blueprint for successful networking. Learn how to create robust, healthy connections to people who will help you to get the job done again and again.
Date:
Topics to be discussed:
• • • • Developing and keeping great relationships Maximizing your connections Managing network information The secret to successful networking (it’s not what you might think!)
Tuesday, January 13, 2009 9:30 a.m. - 12:30 p.m. Snow Date: Tuesday, January 27, 2009 9:30 a.m. – 12:30 p.m. Registration deadline: October 30, 2008
Fee: $30.00 Workshop description: This workshop focuses on pro-active advocacy techniques that NFPs can legally use to raise the profile of their missions, organization and communities they serve. An examination of best practices and an opportunity to practice some of these techniques will be offered.
Who should attend: Executive directors, program managers,
resource development officers and staff who need to network to further their organization’s mission.
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Topics to be discussed:
• • • • Why is grassroots advocacy important? Advocacy techniques – meeting, events, mail, phone, Internet… Who are our targets and how do we want to influence them? What has worked for other organizations?
Who should attend: Open to any not-for-profit professional desiring to improve his/her writing skills; especially recommended for nonnative English speaking professionals.
Who should attend? Executive directors, administrators, program managers, supervisors.
LEGAL I MMIGRATION LAW
IN
H UMAN RESOURCES
IMMIGRATION LAW BASICS FOR THE NOT-FOR-PROFIT COMMUNITY
COMMUNICATION AND I NTERPERSONAL S KILLS IMPROVING COMMUNICATIONS: WRITING SKILLS CLINIC
Instructor:
Ms. Wendy Schatzman-Sherry lectures on Public Speaking and Business Communication at Kingsborough Community College/CUNY. She also serves as a communication coach and had been pursuing her doctorate in International Business Communication.
Presenter: Pro Bono Partnership volunteer Mr. Colin D. Munro II,
Esq., also a partner at McCarter & English, LLP. Mr. Munro practices in the field of US immigration law; providing a high level of proficiency to corporate, not-for-profit and individual clients through each step of the immigration process.
Date:
Wednesday, January 21, 2009 9:00 a.m.-12:00 p.m. Registration deadline: January 7, 2009
Date:
In person classes: Thursday, January 15, 2009 9:00 a.m. – 12:00 p.m. Thursday, February 26, 2009 9:00 a.m. – 12:00 p.m. Online task checkpoint dates: Thursdays, January 29, 2009 and February 12, 2009 Registration deadline: January 5, 2009
Fee: $30.00 Workshop description:
Not-for-profits encounter many of the same immigration issues in recruiting and hiring employees as do for-profit companies. But there are a few differences as well. This workshop will cover immigration basics, such as what is a ‘visa,’ what is a ‘work authorization’; and what is ‘nonimmigrant status versus lawful permanent resident status.’ It will also look at what you can and can’t ask in the recruiting process and why.
Fee: $90.00 Workshop description:
This newly designed hybrid course (one that combines face-to-face classroom instruction with computer-based learning) will help you to develop your written business communications skills for a fast-paced computer-based world. The content will be focused on authentic documents including e-mails, memos, letters, reports and proposals. Accuracy, grammar, clarity, conciseness, correctness, format, layout, neatness, and readability are stressed.
Topics to be discussed:
• Review of grammar rules • Practice in applying grammatical accuracy to current and/or future professional needs • Avoiding common grammatical mistakes • Guidelines for using email
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Topics to be discussed: • Recognizing Immigration Issues in the Recruiting Process- a “selfaudit” • The Nonimmigrant Work Authorization Categories. The types of United States work authorizations you may encounter (e.g. A-1; A4— Diplomats and Dependents, B-1 or B-2— Visitors for Business or Pleasure, F-1 Students; ‘Treaty NAFTA’ Workers, etc.) • What you need to know about ‘Employment Eligibility Verification’ and the I-9 process. • Can a not-for-profit obtain a U.S. work authorization for a foreign candidate? Who should attend: Executive directors, program managers, site managers, and human resource managers.
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