Professional Development 2019-2020

Professional Development to continue learn and improve my knowledge

• NEON One Training

  • Content Advisor Certification - Comms

  • Content Advisor - Events

  • Content Advisor - Fundraising

  • Content Advisor - Membership

  • Mission Hyperion - Covers volunteer, event, and communication Management

  • Neon One Neon CRM Certified

HIVE Facilitator

December 2018 - November 2020

To make the HIVE initiative available to more NH nonprofits, the Center seeks to engage experienced facilitators to provide training in the model by national consultant, Beth Steinhorn of VQ Volunteer Strategies. The Center and VQ Volunteer Strategies will provide training and coaching to up to 5 individuals who will gain hands-on experience in coaching 4-5 nonprofits through a year-long pilot project.

Facilitators will:

• Have the opportunity to truly make a long-lasting difference for the HIVE organization by demonstrating the power of skills-based volunteer engagement.

• Have the opportunity to participate in and help shape an innovative model for nonprofit capacity-building.

• Gain new skills in facilitation and experience in professional coaching.

Volunteer Resources Scorecard

March 7, 2019

In researching approaches to strategic measurement and measurement tools used at an organizational level, a common denominator we found was the use of some form of a Balanced Scorecard.

 The Balanced Scorecard is a strategic planning and management system which was researched and developed for the private sector by Robert S. Kaplan and David P. Norton in 1992, at the Harvard Business School. The Balanced Scorecard provided a means to assess the strength of a business by measuring additional indicators to balance the financial ones, permitting decisions to be made on a more balanced perspective of current factors.  This workshop introduced the scorecard and its usefulness.

HIPPA Compliance

March - April 2019

Are you a health care professional or considering a career in the health care industry, or do you provide services to a health care organization? If the answer to any of these questions is yes, then it is mandatory that you understand the compliance requirements of HIPAA, and subsequent rules and laws that affect HIPAA. These laws require all health care professionals to take careful steps to protect protected health information. In this course you will examine the compliance process. You will focus specifically on the Administrative Simplification portion of HIPAA. This course will give real world examples to explain the Privacy rule. You will examine what is meant by covered entities, business associates, and many other relationships within the health care industry impacted by HIPAA. You will understand how computers fit into the Security Rule and examine many types of safeguards, which are crucial components of the Security Rule. You will also learn about the Office for Civil Rights, HIPAA's watchdog organization. 

By the time you finish this course, you will be confident and capable of implementing HIPAA's Administrative Simplification rules, and the laws impacting it, in your own organization. If you are just starting your career in the health care field, you will have a priceless addition to your resume. 

Developing Individual Adaptive Curriculum

March 27, 2019

In this course, we will review current research and best practices for supporting a diverse set of digital literacy learners, including those with low literacy levels, people with disabilities, youth, seniors, and non-English speakers. We will also explore a wide variety of resources and networking opportunities to enhance your understanding of both the challenges of supporting a variety of learners and the solutions at your disposal.

You’ll have the opportunity to share both dilemmas and successful interventions with peers. Together we will identify potential local resources to support your efforts.

Presentor - NH Center for NonProfit's Conference and Expo and Volunteer NH's Governor's Conference on Volunteerism

Making Sense of NonProfit Financials

May 2019

Financial Leadership Series

October 2019 - May 2020

Financial Leadership

Let’s be honest, no (or very few) nonprofit leaders join organizations because they enjoy accounting. But, like it or not, every Executive Director is the financial leader of their organization and senior managers and board members have an obligation to understand the financial drivers of the organization. This webinar introduces and engages participants in an in-depth discussion around the tenets of financial leadership and how leaders can embrace them. We’ll discuss how best to staff the finance function and the different roles and responsibilities between staff and board members. Lastly, we’ll end talking about accounting policies and procedures and internal controls, offered in an easy-to-implement manner. 

Understanding & Assessing Financial Health

To be a financial leader, one must be financially literate. This webinar is designed to increase the financial literacy of leaders by removing the jargon so they can read and understand financial statements. This session will dive deeper into understanding the differences between cash and accrual accounting, highlighting the importance of monitoring cash flow. We’ll also use the financial statements to calculate key ratios to assess both immediate and long-term financial health. In doing so, we’ll discover important trending tools such as the current ratio and quick ratio, define and highlight the importance of reserves and lead a discussion on an appropriate level for reserves. 

Determining True Program Cost & Profitability

There is rampant discussion in the nonprofit sector today about overhead rates. Determining overhead, however, starts with the mundane but important task of coding expenses. In this webinar, we will peal the onion of expenses, defining for participants the differences between direct expenses and shared or common costs. We’ll also cover cost allocation, a challenging subject for even the most experienced nonprofit professional and especially important for those agencies that receive government funding. Using a case study, we’ll walk participants through a cost allocation process splitting shared costs to programs and, eventually, to funding sources. We’ll also, in the end, allocate (1) administrative costs to demonstrate the true program costs for each program and (2) revenue to determine the profitability of each program. 

Revenue Strategy

One of the biggest myths in “best practices” is the idea that the more revenue streams an organization has, the more financially sustainable they will be.  This webinar seeks to end that myth and instead focus the discussion on the right revenue strategy for an organization.  In this webinar we’ll talk about the elements of the “right revenue” for each organization including which streams align with the organization’s values and programs and the desired mix for an organization.  Drawing on our work in The Sustainability Mindset and the revenue theory of Dennis Young in his work, Financing Nonprofits, we’ll provide the tools and questions for leaders to analyze their revenue streams and make adjustments.   

The Art & Science of Budgeting

From not understanding the true costs of delivering their programs, to the complexities of cost allocation associated with public contracts, many senior leaders and board members are not yet equipped to be financial leaders. 

Join nonprofit finance guru Steve Zimmerman and his colleagues from Spectrum Nonprofit Services for this series. Based in theory but developed with an understanding of the day-to-day pressures and realities that nonprofit executives and board members face, Steve and his team will provide practical takeaways that you can implement immediately to strengthen your organization.

Telling Your Financial Story: Dashboard Driving

Nonprofit boards and senior management are bombarded with financial and programmatic reporting that they may or may not understand and are left to analyze on their own. This webinar aims to cut through the clutter with a clear, visual dashboard that will engage users and focus the discussion on items requiring attention. In particular, by the end of this webinar, participants should be able to understand and explain the power of dashboard reporting, determine the metrics that are right for their organization, and implement a process for compiling their organizational dashboard. 

The Sustainability Mindset

Offered as a capstone to the webinar series, this (in-person) workshop will incorporate all that we’ve spoken about and integrate the financial strategy with the impact strategy. We’ll introduce participants to the matrix map, a visual depiction of an organization’s business model encompassing the dual-bottom line of mission impact and financial viability.  Beyond just a picture though, the matrix map offers strategic imperatives to strengthen the organization’s business model and sustainability.