Discover best practices, tips, and tricks for utilizing social media as a powerful fundraising tool! In this webinar, we’ll show you how to optimize your nonprofit’s online presence and share easy-to- implement strategies for attracting and converting donors on social media, both through organic posting and paid advertising. With over 4 billion users across platforms, now is your chance to expand your reach and amplify your voice, and fundraise for your mission.
Christine Vottima, VP of Strategy and Marketing at Strat Labs
Christine Vottima has worked with a large variety of organizations, ranging from nonprofits and start-ups to Fortune 500 corporations. She began her career in the B2B technology and cybersecurity industries and has since supported organizations within industries such as health, wellness, fashion, and more. Combining her education in Marketing and Psychology with her career experience, her true passion lies in marketing strategy by finding unique routes to market and new ways to reach target audiences.
Lexie Robles, Director of Marketing at Strat Labs
Lexie Robles has worked exclusively within fast-paced startup agencies, making her keen on strategic development, client experience, and team processes. She has developed and successfully launched digital marketing and communications strategies for various industries, such as hospitality, rehabilitation, mental health, senior housing, wellness, and more. Being Floridian and Puerto Rican, Lexie is passionate about approaching marketing with an inclusive lens and crafting stories that powerfully connect with each unique audience segment.
Your Year-End Appeal can make or break your annual budget. This session will review the elements you want to consider as you develop a strong appeal to maximize fundraising in Q4.
Kevin L. Mullin, MNM, CFRE
Kevin serves as President of the Estes Park Health Foundation in Estes Park, CO. He is also an adjunct professor of Nonprofit Leadership at the University of Denver. He has over 20 years of experience in nonprofit management and fund raising, having previously served in leadership roles at multiple local and national organizations. Kevin has a B.S. Degree in Business Administration from Regis University and holds the Certified Fund Raising Executive (CFRE) designation. He has also earned a Master of Nonprofit Management degree and a Graduate Certificate in Nonprofit Capacity Building from Regis, and is a graduate of the Institute for Leaders in Development at the University of Denver.
Shifting demographics, social events, and the pandemic have altered the way individuals and corporations view philanthropy. To effectively reach and engage donors, organizations must understand and adapt to these changes. This session explores donor motives, generational differences in philanthropic approaches, and ways grantmakers are altering their funder-grantee relationships. You’ll learn simple steps your organization can take to improve your resource development effectiveness.
Dan Prater, Senior Managing Consultant at FORVIS
Dan is the Senior Managing Consultant at FORVIS. He provides consulting services to numerous nonprofits and governmental organizations throughout the United States. His services include strategic planning, board governance, leadership transition, and organizational assessments.
Dan has an extensive background in nonprofit leadership and higher education. He was the founder of the Center for Nonprofit Leadership at Drury University (Springfield, MO). He co-created the university’s popular Master of Nonprofit and Civic Leadership degree and continues to serve as the lead instructor in the program.
He has been a leader in various nonprofit organizations, mostly in the areas of poverty, child abuse, and domestic violence.
Dan is a frequent speaker at conferences and workshops throughout the nation. He has been published more than 50 times on nonprofit industry topics.
Join the Colorado Gives Foundation to learn more about the tools and tactics your nonprofit can use to raise more this Colorado Gives Day and year-round. Not on ColoradoGives.org yet? This session will also cover the changes to enrollment that make it even easier for your nonprofit to join this statewide movement of generosity.
Colorado Gives Day is your chance to be a part of the largest nonprofit-support movement in the state. Enroll, update your account, access donor reports, leverage valuable fundraising and marketing tools – and make good happen for your organization!
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To help you dedicate more time to engage with donors, Colorado Gives has created a marketing toolkit to successfully promote and raise awareness for Colorado Gives Day. With a range of resources, including pre-made templates and materials, you can easily communicate with a consistent brand and message.
Jordan Brown, Nonprofit Success Manager, Colorado Gives Foundation
Success is the name of the game for Jordan who joined the Foundation in December 2022 as the Nonprofit Success Manager with the Colorado Gives 365 team. She brings over a decade of marketing, sales and partnership experience helping nonprofits make the most of online giving platforms. Before joining the Foundation team, Jordan was the manager of Enterprise Strategic Accounts for NeonOne and the Philanthropic Partnerships Manager for MightyCause which is the platform that drives ColoradoGives.org. Jordan has a bachelor’s degree in Environmental Studies & English from Washington College. She participates in her community by actively supporting the Chaffee County Community Foundation.
If Lloyd Lewis had stayed the course that he thought his career was going to take – that of a C-level financial analyst for the likes of Smith Barney and IBM – he would have quite a different story to tell. But when his son Kennedy was born with Down syndrome, everything changed. From that moment on, Lloyd has devoted his life to radically changing and elevating the conversation around the INCLUSION of people with intellectual and developmental disabilities. Since 2005, Lloyd has become an uncompromising advocate for people with IDD.
Lloyd is president and CEO of arc Thrift Stores, one of Colorado’s largest nonprofit organizations. By focusing on employment, healthcare, and housing, Lloyd has turned arc into one of the state’s largest employers of people with IDD and has issued a challenge to business leaders everywhere to change how we approach and truly embody inclusion in this country.
In this webinar, Lloyd will share his story, outline what other nonprofit organizations need to know about creating a truly inclusive culture, and provide helpful tips on how to take DEI to the next level.
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Lloyd Lewis, CEO of Arc Thrift Stores of Colorado
Lloyd Lewis is the CEO of the Arc Thrift Stores of Colorado, one of Colorado’s largest social enterprises. Arc Thrift is also one of Colorado’s largest nonprofits, employers of persons with intellectual and developmental disabilities (IDD), recyclers, and relief organizations. Under Lewis’ tenure, Arc Thrift has funded over $250 million to nonprofit causes and charities since 2005.
Since taking on the leadership role at Arc Thrift Stores, Lewis has become a passionate and uncompromising advocate for people with intellectual and developmental disabilities. With 80% of people in the U.S. with disabilities being unemployed, a champion was indeed called for. Focusing on healthcare, housing, voting rights, and employment, Lewis is most definitely that champion and is on a crusade to promote a new way to think about inclusion and diversity.
When and where he can, Lewis takes a stand and has issued a challenge to all CEOs and business leaders to follow his lead and change how we approach and truly embody inclusion in this country.
Lewis was a nominee for CEO of the Year by ColoradoBiz magazine in 2020 and named one of Denver’s Most Admired CEOs in 2021 by the Denver Business Journal. He is also the recipient of a Civil Rights Award and received the World Citizenship Award in 2022 from the International Civitans, an honor that has included such noted past winners as England’s Prime Minister Winston Churchill and Eunice Shriver, the founder of Special Olympics.
Lewis’s career in disabilities and employment has also been recognized in the Congressional Record by U.S. House of Representatives Jason Crow and Diana DeGette.
Lewis has an MBA in finance from the University of Chicago Booth School of Business. Before coming to Arc Thrift Stores, Lewis was a municipal investment banker with Smith Barney, a senior financial analyst with IBM, a director of finance for a publicly traded medical equipment company, and a CFO for a high-tech start-up company that was ultimately sold to Micron. Lewis is a board member of the Colorado Business Roundtable and chairs its community committee.
Lewis lives in Englewood Colorado with his wife Claire who is a substitute teacher. He has four grown and two younger children, including a 19-year-old son with Down syndrome.
Lewis is a nationally recognized expert in IDD employment and speaks nationally to corporations about the positive contributions of employees with IDD. He will be speaking at the opening plenary session at the Arc of United States convention in November 2022.
Arc Thrift has a long and established partnership with BOK. BOK helped Arc Thrift navigate the Great Recession with an $8 million bond issue, and then the pandemic with a $14 million LOC followed by a $9 million PPP loan – and led the successful PPP loan forgiveness application. BOK continues to manage Arc Thrift’s operating cash balances.
The session will begin with covering why nonprofits should set up a business Google workspace, rather than having employees use personal accounts, and how they can do so for free. We will briefly touch on how to create users and set up shared drives in your Google Workspace. The remainder of the session will then focus on the basics of using Google Drive – creating documents, working on documents, sharing items, organizing your drive, searching, and recovering deleted files. We will also touch on how to ensure files are not lost when an employee leaves. Finally, there will be 20-30 minutes at the end for open Q&A.
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Lexi Nickens, Founder & CEO of Aidly
Lexi Nickens is founder and CEO of Aidly, which provides value-driven IT consultating to nonprofits and small businesses.
In her over five years of IT experience in the nonprofit sector, Lexi has led over 300 hours of IT training on a wide variety of topics. She holds multiple Microsoft certifications and has also managed Google Workspaces for several nonprofits.
In addition to her technical expertise, Lexi is a certified Project Management Professional (PMP)® with several years of CIO-level experience. She is also currently pursuing an MPA in Managing for Social Equity from CU Denver.
Many Executive Directors and Development Staff struggle to engage board members in fundraising, and in some cases, in meeting the minimum financial, legal and general requirements of their role as outlined in the Three D’s – Duty of care, Duty of loyalty, and Duty of obedience. In this session you will learn how to create a Board Development Plan that is a guide to building a strong board structure for the future that aligns with your mission, vision, values and goals as outlined in your strategic plan. The session will help you answer the following key questions for your organization:
Dana Bacardi, Senior Vice President of Philanthropy at Strat Labs
Dana Bacardi has 15 years experience in the nonprofit sector where she has specialized in several aspects of fundraising as VP of Development and later as VP of National Expansion with a national non-profit organization supporting families and children facing critical illness. Helping to grow the organization from the ground up, she has hands-on experience with everything from donor engagement, corporate sponsorship strategy and community events, to board development, grant writing, and major fundraising campaigns. Dana graduated with a Business Management and Communications degree from Bentley University in Boston. She began her career in the tech and wireless industry in Boulder, Colorado before moving into the non-profit sector in 2007. Dana is goal oriented, results driven and passionate about bringing people together for a greater good.
Melissa Shane, Vice President of Philanthropy at Strat Labs
Melissa Shane has extensive knowledge in the nonprofit sector with over 22 years of experience in fundraising, board development and management, philanthropic investment, nonprofit case support, and donor strategy. The last fourteen years of her career have been in- house at a large elite university and Illinois’s most extensive hospital system. She began her career in public affairs consulting in Washington DC and Chicago, where most of her clients needed expertise in nonprofit strategy and cause marketing campaigns, sprinkled in with a bit of politics and corporate foundations.
Between the mass exodus of the Great Resignation and Baby Boomers retiring, the nonprofit sector is facing a leadership crisis. The departure of an organization’s top executive presents many challenges and opportunities. Most organizations are not ready for leadership transition. Studies show that 77% of nonprofit organizations don’t have a succession plan.
This session examines the depth of the leadership transition crisis, the importance of planning BEFORE the storm arrives, the three types of plans and the steps involved in developing them.
Dan Prater, Senior Managing Consultant at FORVIS
Dan is the Senior Managing Consultant at FORVIS. He provides consulting services to numerous nonprofits and governmental organizations throughout the United States. His services include strategic planning, board governance, leadership transition, and organizational assessments.
Dan has an extensive background in nonprofit leadership and higher education. He was the founder of the Center for Nonprofit Leadership at Drury University (Springfield, MO). He co-created the university’s popular Master of Nonprofit and Civic Leadership degree and continues to serve as the lead instructor in the program.
He has been a leader in various nonprofit organizations, mostly in the areas of poverty, child abuse, and domestic violence.
Dan is a frequent speaker at conferences and workshops throughout the nation. He has been published more than 50 times on nonprofit industry topics.
This Retirement Plan Session will focus on the Secure Act 2.0 of 2022, which was signed into law on December 29, 2022, with the goal of helping more Americans save for their retirement.
The Secure Act 2.0 of 2022 includes dozens of retirement plan-related provisions that will impact Colorado nonprofit retirement plans—some that are required by law and will take effect in the coming years. Some provisions are optional, including those related to emergency savings, 401(k) / 403(b) emergency withdrawals, an employer match for Roth accounts and more.
Optional provisions will require executive teams and committees/boards to decide which provisions are right for them and their employees.
In this session, we focus on the four areas of the Secure Act 2.0 of 2022:
Within each area, Scot McMorris, will explore key provisions and explain how these will or may impact how your organizations run their plans moving forward.
Scot McMorris, Vice President of Mutual of America Financial Group
Scot McMorris, Vice President, joined Mutual of America Financial Group in 2004 and has responsibility over the Denver Regional Office and Salt Lake City Branch Office. He has completed FINRA Series 6, Series 26 and Series 63 requirements. Mr. McMorris and his staff oversee all aspects of Defined Contribution Plans which include 401(k), 403(b), and 401(a) Plans. Delivering comprehensive services to clients that cover Administration/Compliance, Fiduciary Services / Investment Oversight, and Participant Engagement are three primary areas of importance.
The people we work with associate us in certain ways, based on how we communicate, make decisions, and the big and small interactions they have with us. We associate products and services as having a “brand”, and we also put this assessment on each other. Being intentional about who you want to be as a leader today, and how you want to be known long after people work with you, can deepen your impact, expand your career growth, and differentiate your value from others. This workshop will make it easier to show up in a more powerful way with others, give your team a compass for success, and own your authentic self-promotion.
Bonnie Davis, Hu Work
I have spent almost twenty five years following my passion for learning and growth by designing and delivering on programs that: develop leaders, help people know and grow their strengths, guide organizations through change and transformation, improve performance, enhance culture, help teams work better together, and generally make work a more meaningful experience.
I started my career in my hometown of New York City as a human capital consultant, where I got hooked on the challenge of diving into organization’s people problems, researching what they can do differently, and creating roadmaps and programs that will bring high impact change.
When I moved to Denver in 2000, I took on internal HR roles to get closer to business strategy, learn how to influence senior stakeholders, and implement HR and OD programs that impact the bottom line. I learned the pain and the joy of making change happen so that it sticks.
In 2012, I realized I wanted to focus on helping people, teams and organizations across industries and a variety of business challenges, so I left my last corporate leadership role to focus on consulting, facilitation, speaking, training, and leadership coaching. Most of my time is spent working with high performing global organizations, often in high-tech. I truly get what it takes to be successful in the world’s most demanding organizations, since I have lived it as an insider and now see it firsthand with my client’s cultural and leadership challenges.
I have tapped into my love of learning and sharing my knowledge by teaching at University of Denver and The University of Colorado at Denver, writing articles for Forbes online, and volunteering as a career coach with Dress for Success.