Governance Learning Circles
Mar 21

Governance Learning Circles

  • Petoskey Harbor Springs Area Community Foundation


A series of three 3-hour board leadership sessions providing a deep dive into nonprofit board practices through a combination of training, consulting and peer discussion/ learning and focused on strengthening your performance as a leader and that of your board. Participants must be a current or incoming board member or an executive. We encourage board members and executive directors to attend the series together.

The sessions will be led by Pamela Evans, MS, NorthSky governance consultant. Ms. Evans has received advanced training as a board consultant through Board Source and has over 20 years of experience in consulting with nonprofit boards throughout the country.

All participants will complete a DiSC work style assessment; all documents in electronic format including a board self-assessment, sample board member role description, policies and procedures, sample committee descriptions, strategic plan template, board composition analysis tool. All participants receive a certificate of completion for completing all sessions.

Price: $175 for the series or $75 per session.

The sessions are co-sponsored by the Petoskey – Harbor Springs Area Community Foundation and will be held from 3:30 to 6:30 pm at their office at 616 Petoskey Street, Suite 203, Petoskey, MI 49770.

Content/ Agenda:

Session 1: Review DiSC Results; Discuss and Reflect on What This Means for Board Leadership Skills and Leveraging Individual Leadership Styles and Strengths

January 24, 2017     3:30 to 6:30 pm

  • Governance as Leadership model; board members as leaders rather than partners
  • Board/ staff roles and constructive partnership
  • Emerging Board practices
  • Assessing and identifying the culture of your board; when your culture may create barriers to working relationships, long range goals and desired impact

Tools: DiSC, cultural assessment; role descriptions, board self-assessment

Session 2: Setting Strategic Direction and Vision; Developing and Implementing the Strategic Plan

February 7, 2017    3:30 to 6:30 pm

  • The four capacities model; sustainability and ensuring the nonprofit’s long range success
  • The triple- bottom line; achieving long term impact and the role of strategic partnerships and networks in achieving impact
  • Strategic planning
  • Developing strategic partnerships
  • Evaluating new opportunities

Tools: strategic plan templates; business model template

Session 3: The Board’s Fiduciary and Oversight Role

February 28, 2017    3:30 to 6:30 pm

  • Compliance checklist
  • Financial management and oversight
  • Financial controls
  • Reading financial statements
  • The role of the Treasurer and the Finance Committee
  • Policies and procedures
  • The nonprofit funding model and developing sources of revenue
  • New financial structures including the social enterprise
  • The board’s role in fundraising
  • New financial structures including the social enterprise

Tools: funding model template, sample financial controls; sample finance committee and treasurer role descriptions


Smart Borrowing
9:00 am09:00

Smart Borrowing

  • City Opera House

Smart borrowing starts with taking a look at your financial capacity. Led by one of the Midwest's largest Community Development Finance Institutions (CDFIs), the workshop is ideal for CEOs, Executive Directors, Presidents, Chief Financial Officers, Finance Directors and board members. The workshop will provide an overview of the myriad of tools available to nonprofits, including New Markets Tax Credits, to complement grant funding and support long-term capital expansion plans. Specific topics include: Should you borrow before completing your capital campaign? What do lenders look for on your financial dashboard? What key ratios are used to evaluate your nonprofit? How to assess, budget and fund short-term and long-term capital improvements?

This session will be led by Kirby Burkholder, Vice President and Executive Director – Eastern Region, IFF.


Leadership Coaching with Lucille Chrisman
Dec 14

Leadership Coaching with Lucille Chrisman


Leadership today requires something very different from the past.  Complex challenges are unrelenting and demands are high.  To create deeper impact, leaders need to be more relational, adaptive and collaborative.  Self-awareness of values and beliefs driving actions is essential, along with a willingness to continually grow, take risks and learn.

Leadership Coaching is a developmental process for helping you bridge this gap - identifying where you are today as a leader to where you want to be in the future.  It is a one-on-one confidential relationship that supports, encourages and challenges you while holding you accountable for taking action toward what is most important to your personal, professional and organizational growth.

NorthSky’s Leadership Coaching Program has a proven record of supporting leaders in this region in strengthening their capacity to lead with courage, empathy, drive and integrity – all key components of being a transformational leader of today.  This program is open to Executive Directors, Board Chairs, community leaders and emerging leaders .

The coaching process is a trusted space for exploring your personal and professional growth specific to your unique goals and organizational needs.  It is designed to:

  • Create time for self-reflection and deeper learning
  • Increase awareness of strengths and blind spots
  • Align values, beliefs and behaviors
  • Gain clarity on purpose and potential
  • Identify internal and external resistance to change
  • Practice and fine tune adaptive behaviors
  • Encourage risk-taking and making mistakes
  • Uncover competing tensions and saboteurs
  • Explore hard choices and difficult conversations
  • Engage others in co-creating

Details of program:

  • Coaching will begin in March and run through December 2017
  • Participants will receive 18 confidential individual sessions with a certified coach (2 - 3 hours per month over 6 - 9 months)
  • Participants will also participate in  3 group sessions with the cohort
  • NorthSky 360 Leadership Assessment  which includes a confidential self assessment and peer assessment
  • Cost of the program is TBD with partial scholarship support available
  • Participants will receive 3 free NorthSky workshops

The cost for Leadership Coaching is $2,500 with a maximum $1,000 scholarship available. See application for instructions on how to apply for a scholarship.

Deadline for applications is February 15, 2017 with notifications of acceptance on March 1. Coaching to begin on March 14, 2017.


For questions regarding this program, contact NorthSky Consultant Network Executive Coach, Lucille Chrisman

Intro to Corporate Giving
12:00 pm12:00

Intro to Corporate Giving

  • Traverse Area District Library

Is your organization ready to seek corporate support?

Corporate grantmakers are different from traditional foundations in many ways. This class provides a basic overview of:

  • The different types of corporate giving
  • What motivates corporations to give
  • How to find potential corporate partners

Following the in-person class, join us for a hands-on 45-minute exercise to help your organization determine if it is ready to seek corporate support and explore the in-depth data available through the Foundation Directory Online service available at the Woodmere Branch of the Traverse Area District Library. Please bring your laptop if you have one; a limited number of Chromebooks will be available for those who don’t have a laptop.


Nonprofit Board Governance: The Basics a Board Needs to Know to Be Effective
12:00 pm12:00

Nonprofit Board Governance: The Basics a Board Needs to Know to Be Effective

  • NMC University Center

Note: This course has two-parts. Participants are not requrired to attend both sessions, but attending both parts is recommended. Please see the course description below to see detail on each session. Both sessions will be at the NMC University Center, Room 7, in Traverse City. Courses are $35 each.

Session 1: March 16, 12:00 - 1:30 pm

Session 2: March 23, 12:00 - 1:30 pm

Have you recently inherited a new board of directors that are confused about their roles and responsibilities? Or, would you like to update your board orientation to ensure new board members are confident about both their fiduciary duties and how to be an ambassador of the organization’s mission?

This two-part series explores these questions and provides you with tools to keep your board excited about their role in your organization. Learn how to engage your board by identifying the life-cycle of the nonprofit. Motivate your board to achieve the goals of your organization’s strategic plan.

Specifically, during Part 1, we will view a video on why passion is not enough for a governance board to be effective. Then we will discuss the phases of an organization’s growth to help you explore your agency’s current phase in its life-cycle. To close out the day, participants will begin learning about the basic roles and responsibilities of board members.

In Part 2, participants will learn about more complex roles and responsibilities of board members. We will also explore and share common pitfalls and best practices. Finally, the presentation will end with an activity about the best questions to ask your board members to motivate them and reignite their engagement.

After attending this series, participants will understand common pitfalls of an ineffective board, best practices of an effective board, and how to how to impart this knowledge in a way that will cultivate a healthy relationship between the board and the nonprofit’s Executive.

This session will be led by Julie Ann Rivers-Cochran.

Julie Ann Rivers-Cochran, MSW has worked for over eighteen years in the nonprofit sector, most recently serving as the Senior Advisor to the CEO/President of the Florida Coalition Against Domestic Violence (FCADV). At FCADV she worked closely with Florida’s 42 certified domestic violence programs to ensure optimal service provision based on the diverse needs of each local community. She also supported each centers’ Chief Executive Officers and Board of Directors with training, technical assistance, and capacity building on issues such as governance; board recruitment; mission-driven program and policy development; and, grant acquisition and management. Julie Ann recently founded Blackbird Nonprofit Consulting where she is focusing on her passion of working with boards to help them understand their governance role and build engagement. Julie Ann holds an Executive Certificate in Transformational Nonprofit Leadership from Notre Dame University and a Master's in Social Work from Florida State University.


QuickBooks for Nonprofits
8:30 am08:30

QuickBooks for Nonprofits

  • NMC University Center

Learn more about QuickBooks for Nonprofits and how to use it as effectively and efficiently as possible for your organization’s business operations, fundraising and planning. The session will offer a “beyond the basics” overview as well as QB tips and tricks. Participants are encouraged to bring questions and examples from your own nonprofits, and are welcome to submit questions or topics requests in advance.

This session is designed for entry to intermediate-level users of QuickBooks.

Instructors: Cindy Blaum, CPA, QuickBooks ProAdvisor & Kelly LaLonde, CPA, QuickBooks ProAdvisor, Dennis, Gartland & Niergarth


The Fund Raising School: Managing the Capital Campaign
May 10

The Fund Raising School: Managing the Capital Campaign

  • NMC University Center

Build your fundraising skills to build your next building. Learn the five phases of a successful capital campaign that will help you design a visionary goal with a specific timeline, engage your board and involve your community – all while avoiding costly mistakes and maintaining your current funding.

The Fund Raising School and its faculty assume a baseline knowledge of the concepts and terminology from “Principles & Techniques of Fundraising” in teaching this course.

You’ll learn how to

  • Determine your organization’s readiness for capital fundraising
  • Plan a capital campaign from preparation to celebration
  • Develop and use gift range charts as planning, involvement, and evaluation tools
  • Enlist and motivate the right volunteer leadership for your capital campaign
  • Conduct prospect research that helps to determine gift capacity
  • Integrate capital fundraising in your development program

You’ll also learn

  • The role of capital fundraising in your development program
  • Current trends in fundraising
  • Effective use of a consultant

What you’ll receive

  • An easy-to-use, comprehensive study guide for future reference
  • “Best practices” advice on capital campaigns
  • A checklist for gauging internal readiness for capital fundraising
  • Marketing tools to assess campaign feasibility
  • Exercises in goal setting
  • Tips for involving volunteers

Class schedule

  • Day 1: 8:30 a.m.–5 p.m.
  • Day 2: 8:30 a.m.–5 p.m.
  • Day 3: 8:30 a.m.–5 p.m.

This course will be led by The Fund Raising School Faculty members: Ernie Vargo, CFRE, President & CEO, Eskenazi Health Foundation and Paula Jenkins, CFRE, Vice President of Development, Indiana University Foundation.