Finance & Operations | Virtual Standards Implementation Series (4 of 6)
Finance and Operations | Virtual Standards for Excellence Implementation Workshop Series (4 of 6)
Presented by: Standards for Excellence Licensed Consultant Cindy Bergvall, CPA
Do you want to move your organization to the next level of effectiveness? Would you like to incorporate the latest practices to strengthen your leadership and management and could use some support? Would you like to have the potential of raising more money because donors and funders are confident about the quality of your programs and you have evidence to prove it? Are you feeling like there is something more you could do to promote excellence in your organization?
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 provide 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! While all six workshops complement each other, they can each be viewed independently of the others. Don’t worry if you missed a previous session or can’t attend every session – just sign up for the full series and 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 in to how others’ practices can help you improve your operations (and where you can share promising practices of your own!).
Six Session Series Agenda:
All sessions take place on Wednesdays from 10:00 AM – 12:00 PM EST except session 3 of 6, Leadership Part II and Legal Compliance & Ethics, which will run an extra half hour, from 10:00 AM-12:30 PM EST. Click on each session title for more.
June 30, 2021: Leadership Part 2: Staff, Volunteers, and Legal Compliance and Ethics (presented by Deb Drury and Tom Tupitza, Esq.)
July 14, 2021: Finance and Operations (presented by Cindy Bergvall, CPA)
Single Login Cost:
Finance & 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 and/or series. 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 firstname.lastname@example.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 information provided during these sessions would be so helpful for any board member, new or seasoned!”
“This workshop should be mandatory for all Governing Board members in a non-profit. I believe all the information presented to us was important and needs to be communicated to all board members.”
“I would highly recommend the accreditation process to any organization in the nonprofit sector looking to maximize their potential. The process is very straightforward, and the staff at PANO are a pleasure to work with!” – Nicolle Schnovel, Co-Executive Director, Berks Connections/Pretrial Services
“The Standards for Excellence seminars have certainly helped us all to improve multiple aspects of our organizations. I didn't have any idea how much I would learn from the process. I think the nonprofit sector in our area has moved up a notch because of the program! With the resources provided, I can focus on the actual programming and service delivery to our constituents. Thank you for such a great learning experience!” Mark Moyer, Executive Director, Setebaid Services
About the Facilitators:
Tish Mogan, Standards for Excellence Director, PANO (Series Moderator)
Tish earned an MBA with concentration in Nonprofit Management from Eastern University. This follows an MA in Theology from St. Bonaventure University and a BA in Mathematics with a minor in education from Gwynedd Mercy College.
Tish brings tremendous amount of experience in the fields of education, nonprofit administration, and business. Her education experience spans secondary through graduate level with previous experience as an adjunct faculty at Eastern University’s MS in Nonprofit Management program. Tish brings professional administration experience in creating and leading integrated strategies to align organizational objectives with key constituencies (investors, students, staff, and communities). Areas of expertise include program development, fundraising, fiscal and legal accountability, policy development, board management, and strengthening ethical cultures in organizations.
Currently, Tish serves on the board of PathStone Corporation. Learn more about Tish here.
Cindy Bergvall, CPA, Director-Audit & Accounting, Bee, Bergvall, & Co. (Session Presenter)
As to Director of Audit and Accounting at Bee, Bergvall, & Co., 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. Cindy is an adjunct faculty member with Cairn University’s Masters in Nonprofit Leadership program. Learn more about Cindy here.
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