If the strategic planning process has you feeling lost, confused, or anxious, you’re not alone!
In this session, participants will learn how to use three simple tools to facilitate a (mostly) painless strategic planning process. You’ll leave feeling prepared to lead your staff and board through a series of exercises that will help you clarify your priorities and understand the key metrics that will help you evaluate your programs for short- and long-term success.
Morgan Carpenter (she/her) is a nonprofit consultant and grant writer based in northern Colorado. She works with a variety of nonprofits in the human services sector to improve their grant readiness, engage in strategic planning and program development, and create tools and resources that support their ability to achieve their goals and create a positive impact in our community. Her strategic approach to this work is rooted in her experience with proposal writing and grants management, which enables her to help organizations solve challenges and achieve long-term success through alignment with nonprofit best practices.
Morgan serves as a board member for the Grant Professionals Association’s Colorado Chapter, the Zeta Tau Alpha Fort Collins Alumnae Chapter, and the Junior League of Fort Collins, where she previously served as president. In 2021, she was named one of BizWest’s Northern Colorado 40 Under Forty young professionals and was also recognized by the Junior League with the Elena Lawrence Inspiration Award for her work to advance diversity, equity, and inclusion. When she’s not working with social impact organizations to make the world a better place, Morgan enjoys cooking, reading, and watching true crime documentaries with her husband and their beloved pets. Learn more and get in touch at www.carpenternonprofitconsulting.com.
Every year the IRS requires that tax exempt organizations file a IRS Form 990. This presentation covers:
At the end of the session, attendees will have a better understanding of how the IRS Form 990 aligns with their accounting and how to prep for filing the return.
Chyla Graham, CPA
Chyla Graham is a certified public accountant with over ten years of experience helping nonprofit organizations realign and thrive. Chyla’s start as an Audit Manager at a religious organization helped her see how important it is to synchronize an organization’s spending and its mission. She honed her teaching abilities there, training her staff in financial literacy and accounting principles. Next, she took her skills to The SEED School of Miami, Florida, where, as the Director of Finance at SEED, Chyla prepared audits, managed budgets across departments and continued to provide staff training in financial literacy.
Chyla wanted to reach even more organizations and effect change more broadly. That’s when Chyla started her company, CNRG Accounting Advisory, to empower more nonprofit organizations. To date, she has secured over $2 million in funding for several organizations and helped many more streamline to better serve their communities.
Chyla credits flying trapeze for keeping her physically and mentally strong, and reminding her that you can’t succeed in life alone. Every trapeze artist needs someone to be “on line” holding the ropes. Chyla likes that metaphor for trapeze and for business, and her greatest pride is being “on line” for her clients.
In this session, participants will learn the essential steps to developing and implementing successful surveys. Many organizations face similar challenges when designing a survey, such as:
This workshop will give participants tools and tips to overcome these and other survey design/implementation challenges. Participants will leave with a better understanding of how to write research questions, properly plan for a survey project, and access free or low-cost survey tools and resources.
Lindsay Morgia (she/they) is the founder of Morgia Research Services. She helps mission-driven organizations build their capacity for research and data analysis. Her areas of expertise include survey design, qualitative analysis, policy analysis, environmental scans, project planning, and project implementation.
Before consulting, Lindsay’s 10+ year career spanned nonprofits, academia, and state government. She is the lead author and researcher behind several policy reports for the Commonwealth of Massachusetts, including Next Steps for Addressing Childhood Trauma: Becoming a Trauma-Informed and Responsive Commonwealth. They have also designed and implemented surveys for strategic planning projects, organizational cultural assessments, and program evaluations.
Lindsay has a Master’s degree in Urban and Regional Policy from Northeastern University and earned a Master’s Degree in Public Policy through the Public Policy Ph.D. program at the University of Massachusetts, Boston. After 20 years in Boston, Lindsay is now based in Colorado and enjoys long walks with her two dogs, Penny and Lucy.
The increasing number of entities pursuing climate targets presents a unique opportunity to those organizations in a position to generate carbon offsets, and participating in carbon markets can help mission-boost and generate sustainable revenue for participating nonprofits. During this session, participants will gain a high-level review of carbon market dynamics and the offset development process and lifecycle. We’ll dive into the barriers impacting carbon program pursuit for nonprofits, and explore potential pathways for making these programs feasible. At the end of this session, participants will have a better understanding of whether and how carbon programs may be a fit for their organizations.
Lindsay Schneider is the founder, CEO, and Principal Consultant of Village Carbon where she is partnering with non-profit organizations to monetize conservation and emissions-reduction activities through carbon revenue to further progress toward climate goals and bolster the financial sustainability of partner organizations. Lindsay brings over 16 years of diverse professional experience in environmental permitting, compliance, and management to her new venture, having worked in municipal government, consulting, construction, mining and materials, and midstream oil and natural gas. She has a track record of building successful teams and programs and is known as someone that can be counted on to get things done. Lindsay holds a BS in Analytical Environmental Studies from the University of Nebraska – Omaha and a MS in Global Energy Management from the University of Colorado – Denver.
This is an information session for nonprofit leaders and their employees to learn about the recently passed Colorado policy on retirement savings SB20-200 and what it means for your organization.
This webinar has been created provide awareness around how Employers can offer the State developed program or certify they already have a plan in place. It is also a forum for discussion for Employer & Employee around Retirement Plan options that may be appropriate and eligible for their situation in place of, or in addition to the program.
Jon Brause, VP/Investments, Stifel Financial Corp
Jon is a Vice President/Investments with the WB Wealth Management Group at Stifel. He has been involved in developing portfolio allocation strategies for high-net-worth and ultra-high-net-worth individuals and family offices for more than a decade, including structuring tax-advantaged strategies for business owners.
Jon serves a variety of clients whose risk profiles are as unique as their financial goals. His mission is to provide highly personalized investment and wealth planning guidance to families, corporate executives, and private business owners. Engagements span a client’s full lifecycle and include a framework for the next generation. His service model is customized for each client and begins with an understanding of who the person is as an investor.
Prior to joining the team, Jon served as a Director with Stifel’s CIO Office, where he spent six years working closely with financial advisors and their individual and institutional clients on asset allocation, behavioral finance, structured products, and alternative investments. Leveraging his depth of experience, his primary focus on the team is serving capital preservation-minded families and foundations who prefer their assets be managed on a holistic basis and may include investments such as structured products, hedge funds, and private assets.
Jon began his career on Wall Street in 1996, focused on commodity and currency markets. Prior to joining Stifel in 2015, he was a Vice President with Barclays Wealth and Investment Management, Americas, in New York and previously was an Alternative Investment Specialist at Neuberger Berman in their asset management group.
Active in the Denver community, Jon is a volunteer at the Rocky Mountain MicroFinance Institute and Metro Caring. Outside the office, he enjoys hiking and running trails with his wife in the summer and skiing and snowshoeing in the winter. He aspires to learn golf and freshen up on his foreign language skills.
Jon earned a B.A. in International Studies and Spanish from Dickinson College in Carlisle, Pennsylvania, and holds Series 3, 7, 63, and 66 securities licenses.
Hunter Railey, Colorado Department of Treasury / Director of Colorado Secure Savings Program
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As director of the Colorado Secure Saving Program, Hunter Railey works with his board to oversee all aspects of the Program, including design, structure, governance, operations, partnerships, and marketing.
Before joining the Colorado Department of the Treasury, Mr. Railey served as Colorado Director for Small Business Majority, a small business advocacy and research nonprofit, where he managed a network of business owners, developed and implemented a policy agenda, and provided technical assistance and resource navigation. His work experience also includes policy analysis, campaign management, and polling.
Mr. Railey is a graduate of the University of Denver and the School of Public Affairs at American University, and will begin a graduate program in finance at University of Colorado, Denver in January 2023.
Ryan Holzwarth, Financial Advisor, Stifel Financial Corp
I grew up outside of Flint, Michigan, and graduated from Central Michigan University, where I earned a Bachelor of Science in Business Administration. I began my investment industry career in 2013 and joined Stifel in 2021. I hold Series 7 and 66 securities licenses, as well as life and variable insurance licenses (including annuities). As a member of The Panoff Holzwarth Financial Group, my goal is to help you simplify your financial life by providing comprehensive wealth management and investment planning strategies tailored to your unique needs and goals. I am committed to developing long-lasting relationships built on mutual trust and integrity, working with you as I would my own family. I aspire to create value by providing outstanding client service and a personalized consultative process. I currently reside in Colorado Springs, Colorado, with my three-year-old son, Grayson, and my dog, Dex. It’s safe to say we have embraced the mountain life and this community. Outside of the office, I enjoy volunteering at local resource groups and offering my financial skillset whenever I have the opportunity.
This session is a graphic design workshop for non-designers. It’s for marketers or anyone who sometimes wears a marketing/graphic design/communications hat in your org.
If you’ve ever been to a sip and paint, that’s what we’re going for here. Just a fun, casual gathering where we can unleash our creativity and learn new graphic design tricks.
Follow along as we guide you through our Top 10 Best Canva Techniques for creating on-brand, customized print assets and create your own printed card to show off your new skills.
Jenny Mulligan is the President and Cofounder of YellowDog. This local creative studio specializes in commercial print, graphic design, branding, and marketing services for a broad suite of clients – including many nonprofits. YellowDog has been serving the Colorado community for over 18 years. Together with her husband Dan and a yellow labrador retriever, Jenny wrangles a team of creatives and tinkerers into an award-winning business. She has an abiding love for spreadsheets and designing on Canva.
Joy is not a circumstance or an experience, joy is a state – when you are living a life of purpose, of awareness, of gratitude and of alignment. Let’s face it, work plays a large role in all of it. The stakes are pretty high since most people spend the majority of their waking hours working. In the nonprofit world, your success or failure impacts not just you, but the people you serve who are depending on you, which is heavy stuff. But despite the everyday stresses, noise and joy-suckers, with some effort and intentionality it can be done – you can find your joy at work.
Jay Clark served more than 20 years as an Executive Director for three great Colorado nonprofits – the Gold Crown Foundation, Adam’s Camp and Seeds of Hope. He started his career in professional sports working for the Denver Nuggets after graduating from Colorado State University. He has also started two small consulting businesses, JC Charity Services and Wolfpack Communications. In 30-plus years of succeeding and making mistakes, Jay has learned how important living a value-driven life and having a connected team, as well as having fun and laughing, are to successfully making visions realities.
We are quickly approaching the day when every person and organization on the planet will be impacted by climate change. These changes will present both challenges and opportunities for nonprofits as client needs, funding, and even day-to-day operations evolve in response. Attend this workshop for insights on how to build these challenges and opportunities into your programming and strategic planning.
Lisa Stokes Nicholas, President of Kavi Consulting Services brings 25 years of nonprofit management and consulting experience to each engagement. This extensive background, blended with her training in mindfulness and nonviolent communication has provided a unique blend of guidance and support resulting in significant improvements within domestic and international organizations serving multiple sectors including: advocacy; education; faith communities; food security; healthcare; hospice; information technology; government; security; sustainable energy; technology; and travel.
Prior to founding Kavi Consulting Services, Lisa was the Director of Strategic Restructuring for Planned Parenthood Federation of America where she developed and implemented restructuring initiatives for the federated organization with combined assets of more than $1billion and more than 100 affiliates in 50 states and led negotiations.
This session includes practical tips and tools for extending your cause and mission via social media. We cover the basics of using social media for your nonprofit organization and give you handy tips for the “big 3:” Facebook, Twitter and LinkedIn. You may be surprised to learn that Facebook is less important than you’ve been told and LinkedIn may be more important.
Kiersten Hill has almost 2 decades of experience in nonprofit management and fundraising. She has raised over $20 Million for Nebraska nonprofit organizations and worked to better train and equip nonprofit leaders and Boards of Directors.
She is a rising thought leader on LinkedIn and frequently speaks to nonprofit groups and other organizations about marketing, fundraising, board development and organizational change. This year alone, Kiersten has presented in-person and virtually for more than 50 webinars and 8 nonprofit conferences. Kiersten’s energetic and authentic presentation style keeps nonprofits coming back for more.
Kiersten, her husband Chad and their teenage son Cooper live in Seward, Nebraska, with two large dogs and one tiny cat. She has passions for leadership, networking, fundraising and nonprofit organizations.
Impact Investments (such as low-cost loans to nonprofits from funders) are becoming a more and more common tool for foundations and donors to use in addition to their grantmaking. In this introductory session, we will cover the basics of impact investments for nonprofits, explore the types of scenarios in which it makes sense for nonprofits to take on these types of investments, and learn how impact investments can augment and catalyze other types of funding for large projects.
Kate Krebs Lyda has worked on both sides of the funding equation, raising tens of millions of dollars for nonprofit organizations and also working in philanthropy making impact investments and grants. Her clients include nonprofits, foundations, and families, who are interested in strategic philanthropy, including mobilizing resources through impact investing.