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Douglas W. Eberle Not-for-Profit Board Governance Series

 

Who should come to this series?  Anyone in nonprofit, but particularly board members and potential board members.

What's new this year? Instead of paper surveys, we will be using a Survey Monkey link which will be sent to your inbox shortly after each month’s presentation. The survey will only take 2-3 minutes to complete and we’ll be saving trees! In order for this to be successful, it’s important that you, as the primary contact, provide us with each attendee’s email address prior to the session they attend.  Thanks in advance for your assistance in this matter!

How do I get the most out of this series?  1) come to every session yourself because you will find that the learning builds on what came before and prepares you for what is to come; and 2) registering for all 9 sessions at once is the most cost-effective option (saving you $70)

What is the cost?  Register for all 9 sessions for $200.00, a discount of $70.00, or register for sessions individually at a cost of $30 per session. Major credit cards and Paypal are accepted through our secure online registration system (scroll to the registration buttons). You add any session(s) you want to your “cart,” then complete a registration form and “checkout.”

If you choose the Series Option, we ask for your assistance in being good stewards by appointing one contact person in your organization who will confirm attendance of someone at least 5 days in advance of the session. This helps us to ensure that we do not over- or under-estimate food or materials, and it helps our presenters better prepare to deliver their best to you. 

Where do the sessions take place?  All sessions take place at the Lafayette Country Club

What are the dates and times? All sessions begin promptly at 11:00 a.m..  We recommend you arrive at least 10 minutes early to check in, get coffee, and get a good seat.  We break for lunch at approximately noon, and resume at 12:30 p.m. (although some lunch periods may be working sessions).  Sessions conclude at 2:00 p.m.

·       February 6: Board 101

·       March 6: Board Dynamics and Culture

·       April 3: Financial Obligations & Legal Responsibilities

·       May 1: Board vs. Staff: Whose Job Is It?

·       June 5: Implementing & Reviewing Your Strategic Plan

·       August 7: Diversity & Inclusion – Why Is this Important to a Strong Board?

·       September 4: Telling Your Story – Making the Case for Donor Support, In-Person and with Social Media

·       October 2: Board’s Role in Fundraising – How to Make the “Ask” & How to Bounce Back after Hearing “NO”

·       November 6: Donor Insights

How can I learn more about the topics and presenters?  Click here to learn more

I have registration questions or need help.  Whom do I contact?  Please contact IUW Training Associate Bea Northcott at bea.northcott@iuw.org or call 317-441-5295 for registration questions. Contact Rachel Lamblin, Administrative Assistant at the Community Foundation of Greater Lafayette at rachel@cfglaf.org or call 765-742-9078 for inquiries about the Douglas W. Eberle Board Governance Series or other Foundation programs.

See our FAQs page for more answers about registration and related items

How do I use this online registration system?   This system functions just like an online shopping cart for your favorite store: make your selection(s) and load your cart.  To "check out," you'll go to your cart (there will be a yellow square that says "cart" in the upper right hand corner of your screen) and follow the prompts to pay.  When you've completed the transaction, you'll get a confirmation email  Note that if you select the "Series Package Option" (meaning purchasing all the sessions in a series at one time), you will fill out your registration form as part of your check-out process.  If you want to purchase one or some of the sessions, you will complete and submit your registration form in order to get the link to load your shopping cart.  If you run into problems or just want someone to help walk you through the steps, give us a call at 317-441-5295!

 
Melanie Norton, Founder and Philanthropic Consultant, Norton Philanthropic Counsel

Melanie Norton, Founder and Philanthropic Consultant, Norton Philanthropic Counsel

February 7 - BOARD 101                                      

presented by mELANIE NORTON, CFRE, MBA   

Join us for an overview of the important roles, responsibilities, and legal obligations associated with being a board member! Come with questions and leave with more confidence to best serve your organization. 

About Melanie                                                                                                             Melanie is passionate about philanthropy and the success of individuals and organizations that enhance the world in which we live. Her unique and broad-based background blends for-profit and not-for-profit experience in both business and fundraising. This specialized lens provides for a deep and comprehensive understanding of traditional business practice and allows her a creative, intentional and outcomes-focused perspective. Prior to starting NPC, Melanie worked in development and alumni engagement at DePauw University and Franklin College, as a consultant with Johnson, Grossnickle and Associates, and in the Retail and Trust & Investment Advisors divisions of Fifth Third Bank. 

Susan Decker, Senior Governance Consultant, BoardSource and Director of the Master of Leadership Development, Saint Mary-of-the-Woods College

Susan Decker, Senior Governance Consultant, BoardSource and Director of the Master of Leadership Development, Saint Mary-of-the-Woods College

March 7 - Board Dynamics and Culture                   

Presented by Susan Decker    

Learn how to create, maintain, and grow a dynamic board culture. A healthy and consistent culture allows organizations to operate smoothly and creatively, recruit effectively, and develop leadership from within in a sustainable way.  

About Susan                                                                                                        

Susan has extensive experience in nonprofit governance and management and conducts training and consulting on nonprofit board governance, fundraising, strategic planning, board development, and leadership for a wide range of nonprofit organizations. She has served as a consultant, facilitator, and trainer for nearly twenty years. For more than ten years, Susan served in senior leadership positions at two of the most recognized public charities: St. Jude's Children's Research Hospital and Susan G. Komen Breast Cancer Foundation.  

 

Phil Purcell,       Senior Counsel for Philanthropy, Fellowship of Catholic University Students

Phil Purcell, Senior Counsel for Philanthropy, Fellowship of Catholic University Students

April 4— Financial Obligations & Legal Responsibilities                                             

Presented by Phil Purcell, J.D., M.P.A., CFRE    

What does “fiduciary responsibility” actually mean? As a board member or key staff not in charge of finances, what questions should you be asking to minimize risk and maximize efficiency? Learn these answers and more by participating in this session. Leave with more confidence in this important role.

About Phil                                                                                                          

Phil has spoken on topics related to law, nonprofit governance and philanthropy before national, regional and local conferences and teaches courses on law and philanthropy, nonprofit organization law and planned giving as adjunct faculty for the Indiana University Maurer School of Law (Bloomington) and Indiana University Lilly School of Philanthropy and Fundraising School (Indianapolis). He is Senior of Counsel to Fleming Stage, a private law firm in Indianapolis, and Senior Consultant and the lead planning attorney for the Heaton Smith Group, a national charitable and estate planning consulting firm. Prior to joining the Fellowship of Catholic University Students, he served in developing and planned giving positions with the Ball State University Foundation, the Central Indiana Community Foundation, St. Vincent Hospital Foundation and Rose-Hulman Institute of Technology.

 
Melissa Brown, Melissa L. Brown Associates, LLC

Melissa Brown, Melissa L. Brown Associates, LLC

May 2 - Board vs. Staff Roles: WhosE job is it?                     

presented by Melissa brown   

Board and Staff each have a distinct set of roles and responsibilities. And some roles overlap! Is your organization working within clear roles? Learn how to end the “not my job” mentality and maximize capacity by establishing clear organizational structure and role clarity.

About Melissa 

Melissa helps charities turn knowledge into action through literature reviews, survey design, and analysis. Melissa is also a highly rated speaker and facilitates courses for The Fund Raising School at Indiana University. Among her projects, Melissa manages the Nonprofit Research Collaborative, a twice-annual survey to assess what works in fundraising and is a consultant with Indiana Youth Institute for program evaluation. Prior to moving to research, she worked in fundraising for various nonprofit organizations and worked as a financial analyst for a municipal bond firm in Philadelphia and in multiple roles in a law firm in Portland, Oregon. 

 

Mike Stone, Impact Strategies

Mike Stone, Impact Strategies

June 6 - Implementing & Reviewing your Strategic Plan    

presented by Mike Stone, Ph.D. 

Strategic planning is paramount to the success and vitality of nonprofit organizations, but what happens once it’s created? Your strategic plan should be a living, breathing document, reviewed frequently and updated accordingly. Don’t let it become just a doorstop! Learn how to integrate implementation and review into your regular routine.

About Mike

Mike launched his nonprofit consulting practice in 2005, after spending the early part of his career in higher education and later as executive director of a community foundation. As a consultant, Mike has served more than 150 clients including private foundations, community foundations, United Ways, social service agencies, school systems, arts organizations, and community development organizations. He has written and taught numerous undergraduate courses in nonprofit management for Huntington University’s EXCEL program and has published numerous articles for CausePlanet, a web-based resource for nonprofits. In 2017, he self-published a book titled, From the Inside Out: A Nonprofit’s Guide to Meaningful Strategy.

Aaron Eckhardt, Interim Executive Director, BRAVO (Buckeye Region Anti-Violence Organization)

Aaron Eckhardt, Interim Executive Director, BRAVO (Buckeye Region Anti-Violence Organization)

August 7 - Diversity & Inclusion: Why is this important to a strong board?                                               

presented by Aaron Eckhardt, MSW 

Is your board diverse? Is it inclusive? Does it reflect the community your organization serves? Come explore these issues and your personal relationship to diversity. Leave with new insights relevant to both you and your board to strengthen your organizational perspectives and skills. 

About Aaron                                                                                                                                     

On staff with BRAVO since 2011, Aaron administers programs and oversees daily operations. Aaron brings 20 years of social work practice and experience of working with multiple populations and communities and has spent years developing and delivering cultural competency/humility and anti-oppression trainings. In addition, over the past 12 years, Aaron has delivered these trainings as well as technical assistance throughout Ohio and the United States.

Laura Macknick, Macknick Philanthropy Advisors, LLC

Laura Macknick, Macknick Philanthropy Advisors, LLC

September 5 - Telling your Story: Making the Case for Donor Support, In-Person and with Social Media               

presented by Laura Macknick, CFRE

Do your current and prospective donors know exactly what your organization does? Could you tell them exactly why your role in the community is necessary and important? Does that message change when talking face-to-face or using social media? Find out why it should! Discuss adapting your story to different audiences, public or virtual. Join us to explore these questions together. 

About Laura 

Laura is a firm believer in the importance of relationship-building to furthering important causes and has worked with a variety of philanthropic leaders to help them utilize their connections to make a difference in their communities. She has spent the last 17 years working in nonprofit administration, development & marketing for both large and small organizations and has facilitated workshops for nonprofit capacity building primarily in the areas of fundraising, marketing and board governance. She has been a nonprofit consultant and worked in higher education philanthropy.

Angela White, Senior Consultant and CEO, Johnson Grossnickle & Associates

Angela White, Senior Consultant and CEO, Johnson Grossnickle & Associates

October 10 — The Board’s Role in Fundraising / How to Make the “Ask” and Bounce Back after Hearing “NO” 

Presented by Angela White, CFRE

Learn how every board member should be involved in fundraising. But not everyone has to “ask.” If hearing “NO” is one of your fears, pick up some tips to bounce back and get the “YES” next time. Ensure the right resources are available to meet your mission.  

About Angela                                                                                                                                

Angela has been instrumental in JGA’s success since 1996, when she joined the JGA team. In 2011, she became CEO of JGA, responsible for providing day-to-day leadership to the firm and guiding the JGA staff, while continuing to provide tailored consulting services directly to clients. Angela has a high level of expertise in philanthropic consulting in healthcare, education, social services, arts, and faith-based organizations. She also has considerable depth in strategic planning and data analysis. She is a member of the faculty at The Fundraising School at the Indiana University Lilly Family School of Philanthropy and often presents on behalf of the Women’s Philanthropy Institute. Before joining JGA, Angela worked in Institutional Advancement in higher education.

Andrea Proulx Buinicki, President, Giving Focus

Andrea Proulx Buinicki, President, Giving Focus

November 7 - DONOR INSIGHTS

presented by Andrea Proulx Buinicki, CFRE and a Panel of Donors                                        

Join us for a panel discussion with local donors and experts addressing topics like donor fatigue, stewardship, communication, and trust. Come with questions; leave with donor’s insights! 

About Andrea                                                                                                                                       

Andrea is a seasoned nonprofit development consultant offering 20 years of fundraising, marketing, strategic planning, and volunteer management experience. She guides volunteer board leaders to envision the common good and to discover their roles in enacting that vision. Andrea equips nonprofit leaders with tools to develop financial resources to achieve mission and ministry goals. She helps leaders facilitate fundraising relationships that bear fruit for both operational needs and capital projects. She earned a master’s degree in Communication Studies from The University of Iowa and a bachelor’s degree in Communication from the University of New Hampshire. 

The Douglas W. Eberle Not-for-Profit Board Governance Series is presented by the Community Foundation of Greater Lafayette through a grant from North Central Health Services and in conjunction with United Way of Greater Lafayette and Indiana United Ways.

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