Presented by NAO, the 2021 Guiding More Good Virtual Conference will bring together exciting expert speakers, practical resources, and virtual networking opportunities. Session topics include fundraising, finance, and governance. This event is especially applicable for smaller nonprofits.

COST: $65 NAO Members and $99 Yet To Be Members
Limited number of scholarships available. Please complete this short form to be considered for a scholarship. 

 

CONFERENCE DATE & AGENDA
Saturday, March 13, 2021 from 8:30 a.m. to 1:00 p.m. PT.

 Time    Session
8:30 – 9:00 a.m. Conference Welcome
9:00 – 9:15 a.m. Break/Transition

9:15 – 10:15 a.m.

Breakout session 1 options:

Option A: Internal Control Basics: Creating a Healthy & Sustainable Nonprofit
Erin Zollenkopf, Susan Matlack Jones

Option B: Building Stability Through Revenue Diversification
Laurel McCombs, The Osborne Group

Option C: Recruiting & Engaging Emerging Leaders
Jenn Clemo, Nonprofit Association of Oregon

10:15 – 10:30 a.m. Break/Transition

10:30 – 11:30 a.m.

Breakout session 2 options:

Option A: Managing Cash Flow for Fiscal Vitality
Megan Fries, Frenzy to Freedom

Option B: Rightsizing Donor Stewardship
Grady Goodall, Oregon State University

Option C: Nonprofit Boards: Navigating Courageous & Complex Dialogues
Maria Chavez-Haroldson, Ph.D., EDI Consulting, LLC

11:30 – 11:45 a.m. Break/Transition
11:45 a.m. – 12:45 p.m.

Closing Keynote

Shari Dunn, CEO/Principal, ITBOM

 Adjourn 1:00 p.m.

THANK YOU FUNDERS AND SUPPORTERS

Thank you to the following FUNDERS and SPONSORS who are supporting NAO’s online events and communications during these challenging times. Their support is vital in helping NAO to bring much-needed resources and information to Oregon’s nonprofits – thank you.

Funders: Meyer Memorial Trust, The Ford Family Foundation, M.J. Murdock Charitable Trust, The Collins Foundation, Oregon Community Foundation, The Kinsman Foundation, First Interstate BancSystem Foundation, The Carpenter Foundation, and Gordon Elwood Foundation
Friend Plus Partner Sponsor: Columbia Bank and Heritage Bank
Friend Plus Sponsors: Miller Nash Graham & Dunn LLP, McDonald Jacobs, Bliss Sequoia Insurance & Risk Advisors, CFO Selections and The Standard
Friend Sponsor: Nonprofit Professionals Now, Portland General Electric and Impact Benefits & Retirement

Breakout Session 1 Descriptions
9:15 a.m. - 10:15 a.m.

Internal Control Basics: Creating a Healthy & Sustainable Nonprofit

Presenter: Erin Zollenkopf, CEO, Susan Matlack Jones & Associates

CEO Erin Zollenkopf is an expert in her field and regularly speaks and leads workshops. Susan Matlack Jones & Associates specializes in accounting and bookkeeping services for nonprofits in Oregon and Washington. 

Description: Setting the right internal controls is important to your nonprofit's health, sustainability and reputation. They are the foundation for meeting your fiduciary responsibility to funders, donors and the general public. Through defined organizational practices, nonprofits greatly reduce the risk of fraud and misappropriation of funds, serving as vital checks and balances for every organization and setting the tone for financial integrity. Learn about what internal controls are, why you need them, and how to institute them with limited and/or remote staff.

Building Stability through Revenue Diversification

Presenter: Laurel McCombs, Senior Philanthropy Advisor, The Osborne Group

Laurel brings over 20 years of experience in the non-profit sector to her role as consultant and trainer with The Osborne Group, an organization that specializes in philanthropy coaching and consulting for nonprofits.

Description: If 2020 taught us anything, it’s that nothing is certain and we need a new way to prepare for the unknown. Resources are finite and your mission too important to take a “wait and see” approach to your financial sustainability. Regardless of the size of your organization, now is the time assess your current situation and look ahead to consider challenges and opportunities. Do you have revenue sources that took a hit last year or may be vulnerable in the future? What other sources of funding might be available and what will it take to explore those new opportunities? Learn how to diversify your funding stream and actions you can take now to gain more control over your organization’s financial future.

Recruiting and Engaging Emerging Leaders

Presenter: Jenn Clemo, Director of Nonprofit Leadership & Resources, NAO

Jenn is a nonprofit professional with nearly 16 years of experience in the sector possessing a diverse set of skills in nonprofit management, with expertise in fund development, marketing, program design, and evaluation.

Description: Leadership succession challenges remain a prominent concern for our nonprofit sector but investing in leadership development means more than just a plan to replace vacating board members. It is critical to proactively and equitably identify, engage, and train emerging leaders to position our organizations for greater impact and to respond to unprecedented challenges. Explore current and future leadership dynamics, how to identify and make space for emerging leaders, and what factors contribute to sustained engagement and retention.  

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Breakout Session 2 Descriptions
10:30 a.m. - 11:30 a.m.

Managing Cash Flow for Fiscal Vitality

Presenter: Megan Fries, Owner & Operational Strategist, Frenzy to Freedom

Frenzy to Freedom is a consulting firm in Central Oregon that addresses the challenges of hard-working nonprofits by testing, measuring and building upon current procedures. Megan specializes in creating efficiencies within finance, team, and processes to put more of every dollar earned toward mission fulfillment.  

Description: Managing cash flow is one of the most important tasks in achieving overall financial health for any nonprofit. The current environment demands a well-planned, intensive approach. An organization may be profitable on financial statements yet still unable to pay bills when they come due. Creating surplus monies for your organization will help ensure its ability to prosper in the future. This requires a strategic focus on the nature and timing of cash inflows and outflows. Learn the strategies and methods for effectively managing cash flow to ensure sound fiscal vitality and health for your nonprofit.

Rightsizing Donor Stewardship

Presenter: Grady Goodall, Director of Development, Oregon State University

As Director of Development for OSU's College of Liberal Arts, Grady Goodall leads the colleges fundraising, engagement, and alumni programs. Grady is also an attorney who has worked exclusively in the Oregon education and nonprofit sectors.

Description: During challenging times, donor stewardship is more important than ever. Donors who want to support our organizations need to know what’s happening and how to help. However, managing finances, programs and events often leaves nonprofit board members and staff stretched for time and short on resources. Join this session to learn tried and true, simple strategies to build and maintain long-term relationships with donors so your organization can thrive through all the ups and downs.

Nonprofit Boards: Navigating Courageous & Complex Dialogues

Presenter: Maria Chávez-Haroldson, Ph.D., Founder, EDI Consulting, LLC

Maria Chávez-Haroldson, (she/her/hers/ella), Ph.D., founder of EDI Consulting, LLC, has served for over two decades as an international/national trainer on topics of equity, diversity, and inclusive (EDI) organizational development and practices.

Description: Equity, diversity, and inclusion (EDI) are complex topics we must address as 21st Century non-profit leaders. EDI topics are, at times addressed from a philosophical, moral, religious, social justice, human rights perspective and/or any combination thereof.  Creating and holding safe environments to have EDI reflective and reflexive dialogue are critical leadership roles. But how does a leader guide such complex topics, in particular, when tensions and emotions arise? How do we navigate courageous conversations in a manner that honors and celebrates diverse lived experiences? This presentation will offer guidance and tools for non-profit leaders to hold and move courageous dialogues through and within differences and the healthy tensions that may arise.

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Closing Keynote
11:45 a.m. - 12:45 p.m.

Reimagining the Nonprofit Through the Social Enterprise Model

Presenter: Shari Dunn, CEO/Principal, ITBOM, Inc.

Shari Dunn is the CEO/ Principal of ITBOM, Inc., a consulting firm that specializes in institutional and organizational coaching around equity, leadership, change management, women in leadership, and workforce development. She is a former non-profit CEO, attorney, journalist, and foundation funder. Shari weaves history, current learning, and disparate thought into a narrative that allows the listener to their own “ah-ha” moments of understanding and change. Shari has been awarded Executive of the Year and one of the Women of Influence by the Portland Business Journal, and was featured on NAO's most recent episode of The Public Space.

Description: To make real progress in advancing equity and justice in our communities, funders and nonprofits will need to reimagine how they do what they do, who does the work, and why. Shari’s mantra when it comes to non-profits is “change your thinking, change your life.” She will illuminate the history, the challenges and the ways in which staff, funders and importantly the non-profit board can help transform the sector.

Join us for this important conversation with highly respected innovator, educator and thinker, Shari Dunn, as she discusses the current equity challenges that exist within the philanthropic and nonprofit communities, and offers us an alternative path, the social enterprise model.

As a nonprofit or funder, you will leave this session with fresh ideas and inspiration on how to better engage with your stakeholders on the steps you can take in your organization to move towards a social enterprise model, ultimately leading us to more equitable and just communities.  

If you have any questions or trouble registering contact training@nonprofitoregon.org.