Chester County Community Foundation

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Chester County
Community Foundation

The Lincoln Building
28 West Market Street
West Chester, PA 19382
610-696-8211 (t)
610-696-8213 (f)
info@chescocf.org
www.chescocf.org

For Good. Forever.

 

 

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

Join us on Saturday, October 18, 2014
8:30am-1:30pm

Register NOW!
OR
Download our Registration Form and submit with check to:
Trustee Institute
c/o Chester County Community Foundation
28 West Market Street
West Chester, PA 19382

 

9:15-10:30 Workshop Sessions, Round #1
 

Building Board Effectiveness: Great Governance
 

Sonia Stamm Rm 305
Branding & Marketing
 
Andy Merz Rm 306
Organizational Life Cycles
 
Pam Bryer, MPH, CFRE Rm 312
Finance Committee Essentials: Reviewing Your Nonprofit’s Finance Statements & Internal Controls
 
Cynthia Ray, CPA
Suzanne Simonelli, CPA
Rm 320
Planned Gifts to Secure Your Nonprofit’s Future
 
Beth Harper Briglia, CPA, CAP Rm 325
Networking & info tables
 
  Rm 325/26

10:45-12:00 Workshop Sessions, Round #2

Building Board Effectiveness: Great Governance
 

Sonia Stamm Rm 305
Fraud & Charities: Analysis & Prevention
 
Amanda Bernard, CPA Rm 306
Investment Committee Essentials John Diederich, CFA &
Michael B. Karwic, CFP®
Chris Valerio, CFA
Rm 312
Ambassadors & Advocates: High Impact Boards
 
Donna Melton Rm 320
Planned Gifts to Secure Your Nonprofit’s Future Beth Harper Briglia, CPA, CAP
 
Rm 325
 
Networking & info tables
 
  Rm 325/26

12:00-12:15 Break: Get Your Boxed Lunch from the Third Floor Lounge

12:15-1:30 Lunch & Learn Workshops, Round #3

Legal Obligations of Nonprofit Boards: Case Studies to MakeYou Think
 

L. Peter Temple, Esq. Rm 305
Strategic Planning
 
William D. Pugh, CFRE Rm 306
Fundraising Feasibility Studies Corrine Sylvia, CFRE,
Connie Carter, CFRE
Rm 312
Leading Through Critical Situations
 
Carl Francis Rm 320
Planned Gifts to Secure Your Nonprofit’s Future
 
Beth Harper Briglia, CPA, CAP Rm 325
Networking & info tables
 
  Rm 325/26

1:30 Institute Adjourns

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

 ~ Bloom Metz Consulting ~  Countryside Consulting ~  Just in Time!  Communications ~  Pam Bryer Consulting  ~ Stamm Consultancy ~ Sylvia/Carter Associates  ~ William D. Pugh & Associates ~

PRESENTING PARTNERS

  ~  Envisian ~    Hirtle Callaghan & Co. ~   Iron Valley Wealth Management Larmore Scarlett  ~  MacElree Harvey ~ Maillie    ~  The Merz Group ~

THANKS TO OUR SPONSORS


Chester County
Consultant's Collaborative
Lunch Sponsor Resource Packet Sponsor

Training Sponsors

 

Upcoming Fund Activities and Events

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