Finance and Operations | Virtual Standards for Excellence Implementation Workshop Series (4 of 6)
Location
Description
Finance and Operations | Virtual Standards for Excellence Implementation Workshop Series (4 of 6) Moderated by: Heather Giampapa, Director of Standards for Excellence and Development, PANO Presented by: Standards for Excellence Licensed Consultant Cindy Bergvall, CPA
|
If your answer to any of these questions is YES, the Virtual Standards for Excellence® Implementation Workshop Series is for you! This session, the fourth of six, covers the fourth Guiding Principle of the Standards for Excellence: Finance and Operations. We’ll look at things like steps in the budget process, the Form 990, purchasing policies, crisis and disaster planning, IT planning, engaging the public, and more. We’ll provides lots of tools and resources for putting the information shared into practice, including:
Join us for just this one or attend all six in the series! Sessions will take place every other Wednesday, starting April 10. While all six workshops complement each other, they can each be viewed independently of the others. Don’t worry if you can’t attend every session – if you sign up for the full series, you’ll receive a copy of the recording and supporting materials for all six.
Each session will be interactive, offering opportunities to learn from the wisdom in the room through peer-to-peer sharing. We’ll have large group discussions where you’ll discover useful tips and strategies for applying the Standards in your organization as well as small group discussions using breakout rooms, where you can really dig into how others’ practices can help you improve your operations (and where you can share promising practices of your own!).
|
Six Session Series Agenda:
April 10, 2024: Mission, Strategy, and Evaluation (presented by Deborah Drury) 10:00 AM – 12:00 PM
April 24, 2024: Leadership Part 1: Board (presented by Karen Hosler Kispert) 10:00 AM – 12:00 PM
May 8, 2024: Leadership Part 2 (Staff & Volunteers) and Legal Compliance & Ethics (presented by Rosalind Spigel, MSOD, ACC, and Thomas A. Tupitza, Esq.) 10:00 AM – 12:30 PM
May 22, 2024: Finance and Operations (presented by Cindy Bergvall, CPA) 10:00 AM – 12:00 PM
June 5, 2024: Resource Development (presented by Stephanie Cory, CFRE, CAP) 10:00 AM – 12:00 PM
June 18, 2024: Public Awareness, Engagement, and Advocacy (presented by Linda Rentschler) 10:00 AM – 12:00 PM
|
Single Login Cost: Finance and Operations Web Meeting – $45 for PANO Members | $100 for Not-Yet Members Full Series (20% Discount) – $216 for PANO Members | $480 for Not-Yet Members Terms of Participation
Group Screening Cost: Full Series (20% Discount) – $720 for PANO Members | $1,598 for Not-Yet Members Terms of Participation This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.
|
Materials & Login/Call-In Instructions: Can’t attend? All registrants will receive a recording of the webinar following the live session!
|
What People Say About the Standards for Excellence: “The program offered great insights on policies, procedures, and responsibilities of directors and staff.”
“This course reminds me of the value of being a PANO member. I have been sharing the information with our Leadership Team and reminding them to access the PANO website for resources, etc.”
“Presenters did a great job at keeping my attention and moving the training forward.”
“Content was extremely well prepared and presented.”
“[What I valued most was] interacting with other providers. The materials provided for ongoing use will be very helpful.”
|
About the Facilitators: Heather Giampapa, Director of Standards for Excellence and Development, PANO (Session Moderator) Heather brings twenty-plus years of development, communications, and nonprofit management experience to her role as PANO’s Director of Standards for Excellence and Development. Her career has included positions working in a variety of nonprofit fields, including health and human services, higher education, the arts, and healthcare.
Prior to joining the PANO team full-time, Heather worked part-time with the organization in membership, development, and conference management. She received her undergraduate degree in English and History from Muhlenberg College, her Master of Arts from the University of Richmond, and became a Certified Fund Raising Executive in 2017.
Learn more about Heather here.
Cindy R. Bergvall, CPA, Partner, Bee, Bergvall & Co. (Session Presenter)
Cindy provides strategic consulting, audit, and accounting services to businesses, nonprofits, and municipalities. She enjoys employing financial modeling and business planning to help her clients achieve their strategic goals.
Cindy also has an active role with the firm’s affiliate company, the Catalyst Center for Nonprofit Management. Through facilitated discussion and financial analysis Cindy partners with nonprofit organizations to increase their capacity and improve sustainability. She also provides management and Board member training through the Center. In addition to speaking for the Center, Cindy presents locally and nationally for a number of groups including PANO, the PICPA, and a number of community foundations and governmental organizations.
Cindy is an adjunct faculty member with Cairn University’s Masters in Nonprofit Leadership program.
Learn more about Cindy here. |
Neon CRM by Neon One |