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INSTITUTE FOR BOARD
TRUSTEES:
WHAT EVERY NONPROFIT BOARD MEMBER
NEEDS TO KNOW

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11/17/12 Sessions |
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Great Governance—A Primer for Nonprofit
Leaders |
Sonia Stamm |
Presentation |
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Help Wanted: Recruiting & Retaining Engaged Board
Members |
Pamela Leland, Ph.D. |
Presentation |
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Creating a Comprehensive Development Plan |
Carol Dickol Revak, CFRE |
Presentation |
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Investment Committee Essentials |
John Diederich, CFA
Robert Rigg, CIC, CPCU, CLU
Michael Karwic, CFP, CRPC
Chris Valerio, CFA
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Presentation |
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Branding & Positioning Your Nonprofit in the
Marketplace |
Andrew Merz |
Presentation |
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Strategic Planning |
Corrine Sylvia, CFRE
Connie Carter, CFRE |
Presentation |
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Ambassadors & Advocates: High Impact
Board Involvement |
Donna Melton |
Presentation |
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Demystifying Planned Giving: Securing Your Nonprofit’s
Future |
L. Peter Temple, Esq.
Louis N. Teti, Esq.
Jeff Metz |
Presentation |
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10:45 Workshop Sessions, Round
#2 |
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Building
Board Effectiveness: Organizational Life Cycles,
Self-Assessment & Productive Meetings |
Sonia Stamm |
Presentation |
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Fundraising: Fostering Greater
Philanthropic Outcomes |
Noel
Stanek |
Presentation |
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Assessing Your Nonprofit’s I.T. Provider |
Matthew
Tucker
Erik Gudmundson |
Presentation |
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Fundraising Feasibility Studies: The Good, The Bad & The
Ugly |
Corrine
Sylvia, CFRE
Connie Carter, CFRE |
Presentation |
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What Board
Members Need to Look for When Reviewing Financials
(and 5 Questions to Ask Your Nonprofit’s Auditor) |
Eric
Fraint, CPA |
Presentation |
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Reflections on the Board Experience |
Meghan McVety
Cindy Ray, CPA
Louis N. Teti, Esq. |
Presentation |
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1:00
Workshop Sessions, Round #3 |
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Leading Through Critical Situations &
Uncharted Transitions |
Carl Francis |
Presentation |
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Raising Expectations for Board Governance:
In Pursuit of Generative Governance |
Pamela Leland,
Ph.D. |
Presentation |
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Are You Ready for a Capital Campaign? |
William Pugh, CFRE |
Presentation |
A Nonprofit Board’s Legal Obligations &
Review of Case Studies to Make You Think |
L. Peter Temple, Esq. |
Presentation |
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PAST BOARD
ATTENDEES SAID:
"Our Board team is really impressed with the breadth of the presenters &
resource materials."
"Hands on, practical techniques. Engaging, concrete
ideas."
"Quite thought-provoking."
"I will strongly encourage participation from many of
our board members next year. "
"Great job! Good fellowship, great location, fine
food & talented presenters!"
PRESENTERS
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Bloom Metz Consulting
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Capacity for
Change
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Just in Time! Communications
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Kane Stanek
Associates
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The Leland
Leadership Group
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MacIntyre Associates
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Revak
Consulting
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Stamm Consultancy
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Sylvia/Carter Associates
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PRESENTING PARTNERS
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Gawthrop Greenwood
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Hirtle Callaghan & Co.
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Larmore Scarlett
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MacElree Harvey
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The Merz Group
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Pegasus
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Your Part-Time Controller
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2012
“Securing Your Nonprofit’s Future” Panel with Scott Hattersley, Eva
Verplanck,
Ph.D., Carol Ware, Ph.D., Betty Moran & L. Peter Temple, Esq.
  
Lunch and Learn Trustee
Roundtables
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Upcoming Fund Activities and
Events
See
home
Start A Fund
At CCCF
It is easier than you think!
A tax-deductible fund or foundation can be
established in a single meeting.
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