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


 

 

   Thank you to all of our speakers and attendees!
   Some feedback from our workshops-
  "These workshops are great. Gave you| information and ideas you can start today!"
  "Wow! Helpful on many levels!"


   9:15-10:30 Workshop Sessions, Round #1
  
For handouts from the sessions click individual session below
 

Building Board Effectiveness: Great Governance, Organizational Life Cycles & Self-Assessment
 

Sonia Stamm

Room 305

Engaging Board Members in the Fundraising Process
 

Jeff Metz & Seth Bloom

Room 306

Finance Committee Essentials

Louise Schorn Smith, CPA
Cynthia Ray, CPA

Room 312

Ambassadors & Advocates: High Impact Boards

Donna Melton

Room 317

Standards for Nonprofit Organizational Excellence 

Handout #1

Handout #2

Handout #3
 

Kristine & Brian Parkes

Room 320

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

Strategic Planning

Corrine Sylvia, CFRE
Connie Carter, CFRE
 

Room 305

Fundraising: Fostering Greater Philanthropic Outcomes

Noel Stanek

Room 306
Investment Committee Essentials Robert Rigg, CIC, CPCU, CLU
Michael Karwic, CFP, CRPC
Chris Valerio, CFA
Room 312
Demystify Planned Giving: Secure Your Nonprofit’s Future Beth Harper Briglia, CPA
Kevin Holleran, Esq.
J. Stoddard Hayes, Esq.
 
Room 317

What Board Members Need to Look for When Reviewing Financials (& 5 Questions to Ask Your Auditor)

Kerri Padgett, Manager & Training Director, YPTC

Room 320
 
 
   12:00-12:15 Break -- Receive boxed lunch from third floor

    12:15 Workshop Sessions, Round #3
 

A Nonprofit Board’s Legal Obligations &
Review of Case Studies to Make You Think

 
L. Peter Temple, Esq. Room 305
Workshop: Starting the Major Gift Conversation Eliza Phillips Room 306
Workshop: Are You Ready for a Capital Campaign? William Pugh, CFRE Room 320
Open Tables: Board Best Practice Discussions Self-directed & with this morning’s consultants Room 325/326

 

1:15 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 ~
 
~ Kane Stanek Associates ~  Krisp Communications ~  MacIntyre Associates ~
 
~ Phillips Philanthropy Advisors ~ Stamm Consultancy ~ Sylvia/Carter Associates  ~

PRESENTING PARTNERS

 ~  Belfint Lyons & Shuman  ~  Envisian ~   Fischer Cunnane  ~  Gawthrop Greenwood  ~
 ~ Hirtle Callaghan & Co. ~  Iron Valley Wealth Management  ~  Larmore Scarlett  ~ Maillie    ~  
~ Rainer & Co. ~  Rigg Darlington Group ~ Umbreit Korengel  ~  Your Part-Time Controller ~

THANKS TO OUR SPONSORS


Chester County
Consultant's Collaborative
Lunch Sponsor Resource Packet Sponsor

Training Sponsors

 


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

 

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.