Apr
23
9:30 AM09:30

The Art of Making the Ask

Is your capital campaign stagnant? Would you like to engage your Board members in the solicitation process, but don't know how? Are you unsure about the right time to solicit for a gift? Why are you hesitant about approaching that one person who has major capacity? "The Art of Making the Ask" workshop is intended to answer these questions...or at least get you on the path to successfully securing gifts.

Reserve your space for this workshop and consider having a Board member join you as a variety of solicitation scenarios are presented, discussed and resolved.

The “Art of Making the Ask” will be led by seasoned Advancement professional, Beth Stoner Wiegand, who has been in the fundraising industry for more than two decades.

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Apr
25
12:00 PM12:00

Marketing for Nonprofits: How to Begin Doing a Lot with a Little

Pack a lunch and join us for this workshop designed to explore core marketing fundamentals through a nonprofit lens. We will look at how to craft personas, how to use your internal resources and how to leverage your external connections for greater impact. Once you comprehend the "why" of your marketing mission you can confidently provide resources and select channels for execution.

About the Instructors:

Joey DiFranco, Creative Director at TentCraft, a Traverse City-based company that creates branded outdoor experiences. He has more than ten years of creative and marketing experience in agency and in-house settings. He is a 2007 graduate of the Savannah College of Arts & Design with a Bachelors of Fine Arts in Film & Television Production.

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May
3
9:30 AM09:30

Stewardship of Fund Development Cohort - May 3

NorthSky is pleased to offer quarterly professional development offerings for those that have successfully completed Beth Stoner Wiegand’s 6-week Fund Development Cohort. These sessions are designed to help participants continue their learning, reconnect with their peers and address their biggest challenges together.

These sessions are restricted to alums of the 6-week Fund Development Cohort (offered each spring and fall).

The Stewardship of Fund Development Cohort will be led by seasoned Advancement professional, Beth Stoner Wiegand, who has been in the fundraising industry for more than two decades.

CLICK HERE TO REGISTER

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May
7
to May 14

Nonprofit Board Governance: The Basics a Board Needs to be Effective

  • NMC University Center Room 212 (map)
  • Google Calendar ICS

NOTE: This is a 2-part series taking place from 12:00 - 1:30 PM on May 7 & May 14.

Are you a new board member at one of our area nonprofits, or are you part of a board that is confused about their roles and responsibilities? Are you an Executive Director that has recently inherited a new board of directors that you would like to align around your organization’s goals? 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 for board members and Executive Directors 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.

On the first day, 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.

On the second day, 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 workshop 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

  • How to share this knowledge in a way that will cultivate a healthy relationship between the board and the Executive Director

Please feel free to bring your lunch for this interactive series of Break for Lunch workshops!

About the Instructor:

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.

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May
8
12:00 PM12:00

Nonprofit Communications: How to Wield Your Superpower

Being able to illustrate how your nonprofit is saving the world is a superpower. But how do you make your mission stand out so that your funders are captivated, your volunteers are motivated and your staff is inspired? In this workshop, we'll explore the basics of turning your story into a compelling conversation for world domination!....or at least make a powerful impact in the community you serve.

Kate Rose is a communication strategist and freelance writer with an insatiable curiosity for how stories move people towards doing good things in the world. Drawing on communications work for brands like Google, Nickelodeon, and YouTube, her goal is to help individuals and companies with big ideas find their voice, then tell their story in a way that draws others to their mission. After 7 years of California dreaming, she now lives in Interlochen with her wife and their tubby tabby cat, Luna.

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May
16
8:30 AM08:30

Quickbooks I - Essentials

Learn the essentials of using QuickBooks for Nonprofits! Join us for a morning focused on using QuickBooks as effectively and efficiently as possible for your organization’s business operations, fundraising and planning.

Topics to be addressed in Quickbooks I – Essentials include:

  • Setting up the correct accounts
  • Entering your programs
  • Tracking your members and donors inside or outside of QuickBooks
  • Tracking your vendors
  • Adding your annual budget
  • Creating reports for the board
  • Creating reports for your accountant
  • Tracking grants, pledges and dues
  • Year-end acknowledgments
  • New look for the 2018 Edition
  • Calendar that includes appointments and to-do’s
  • Attaching scan documents for free
  • Using the report center
  • Cutting & pasting lists from Excel into QuickBooks
  • Updating to the latest version
  • Comparing the online edition to the desktop version

 

Participants are encouraged to bring questions and examples from your own nonprofits, and are welcome to submit questions or topic requests in advance.

This workshop is designed for beginner/intermediate users of Quickbooks, and is an excellent precursor to NorthSky’s Quickbooks II – Intermediate/Advanced workshop on May 23 from 8:30 a.m.-12 p.m. Click here for more details!

About the Instructor:

NorthSky’s Quickbooks training is provided by Kelly LaLonde, CPA, MBA of Dennis, Gartland & Niergarth (DGN). Kelly is a manager on DGN’s BizTek and Professional Offices niche team, and has been an integral part of DGN’s QuickBooks training team. She is a member of the American Institute for CPAs and the Michigan Association of CPAs. Kelly holds a Bachelor of Science in Accounting from Roger Williams University of Rhode Island, a Master of Business Administration from Lawrence Technological University and a Certified QuickBooks ProAdvisor-Advanced certification.

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May
23
8:30 AM08:30

Quickbooks II - Intermediate/Advanced

Go beyond the basics in using QuickBooks for Nonprofits! Join us for a morning focused on advanced skills to help you use QuickBooks as effectively and efficiently as possible for your organization’s business operations, fundraising and planning.

Topics to be addressed in Quickbooks II – Intermediate/Advanced include:

  • Payroll expenses

  • Tracking restricted grants

  • Tracking special fundraising events

  • Customizing forms

  • Year-end donor acknowledgements

  • Entering credit card transactions

  • Recording in-kind contributions

  • Downloading transactions from your bank

Participants are encouraged to bring questions and examples from their own nonprofits, and are welcome to submit questions or topic requests in advance.

This session is designed for intermediate/advanced users of Quickbooks, or those that have participated in NorthSky’s Quickbooks I – Essentials workshop.

About the Instructor:

NorthSky’s Quickbooks training is provided by Kelly LaLonde, CPA, MBA of Dennis, Gartland & Niergarth (DGN). Kelly is a manager on DGN’s BizTek and Professional Offices niche team, and has been an integral part of DGN’s QuickBooks training team. She is a member of the American Institute for CPAs and the Michigan Association of CPAs. Kelly holds a Bachelor of Science in Accounting from Roger Williams University of Rhode Island, a Master of Business Administration from Lawrence Technological University and a Certified QuickBooks ProAdvisor-Advanced certification.

CLICK HERE TO REGISTER

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Apr
11
12:00 PM12:00

Foundation Directory Online II - Corporate Giving

  • Traverse Area District Library McGuire Room (map)
  • Google Calendar ICS

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 and how to find potential corporate partners. This training is located at the Woodmere Branch of the Traverse Area District Library, because they have a subscription to the FDO that is FREE to patrons and accessible on-site. This session will include 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.

Pack a lunch and please bring your own laptop if you have one - a limited number of laptops will be available to borrow.

About the Instructor:

Brice Bush is a native of Saginaw, Michigan who holds a Master's Degree in Library and Information Science from Drexel University in Philadelphia, PA. She is the Adult Services coordinator for the Traverse Area District Library (TADL) and has been with TADL since 2011.

CLICK HERE TO REGISTER

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Apr
10
to Apr 17

Skills for Difficult Conversations in the Workplace

  • NMC University Center Room 209 (map)
  • Google Calendar ICS

NOTE: This is a 2-part series taking place from 1:00 - 3:00 PM on April 10 & 17.

No matter what your position is in your organization, you may need to navigate through some difficult conversations. Whether we’re dealing with an underperforming employee, a supervisor that we disagree with, a difficult board member or a peer who seems to undermine us, we could all use practice and tools for structuring what we have to say to be effective.

In this series of two workshops, will provide you with tools and practice in:

  • Identifying what is most important for you to say

  • Bringing forward differences in a productive way

  • Structuring your conversation so you don’t get lost

  • Managing strong emotions and triggers

  • Listening and reflecting rather than defending and escalating

  • Staying balanced regardless of the other person’s response

About the Instructor:

Lucille Chrisman is a Certified Executive Coach with over 30 years experience working with leaders, management teams, and organizations, helping them gain clarity, focus and action in reaching personal and professional goals.

As Vice President of Public Affairs and Executive Director of Development, at Saginaw Valley State University, along with Associate Director of Philanthropy for The Nature Conservancy, Lucille has a deep understanding of challenges of nonprofit leaders. In addition to her nonprofit leadership, she also experience as a for-profit leader, conducting customized corporate trainer programs within the US through the American Management Association. Lucille has been a full time professor at CMU and SVSU, teaching Effective Communications, Business Communications, Small Group Communication and Organizational Leadership.

Lucille is a certified coach from The Coaches Training Institute and is a member of the International Coaching Federation.

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Mar
22
12:00 PM12:00

Grant Writing like a Grant Maker

Need, and outcomes, and leverage, oh my! What do funders really want in a proposal? Every funder asks different question, but there are a few fundamental things that every grant maker appreciates. Join us to hear grant writing insider tips and tricks from two foundation professionals who have served on both sides of the table.

About the Instructors:

Rotary Charities Learning Officer, Freya Bradford, served as a Director for the Grand Traverse Band of Ottawa & Chippewa Indians for four years before joining Rotary Charities and was successful in helping to secure over $17 million in new grant dollars. Leah McCallum, Rotary Charities Director of Community Capacity, served as a Director on the staff of Senator Gary Peters. Prior to that, she led development efforts for Goodwill, the Detroit Zoo and Northwestern Memorial Hospital. 

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Mar
21
12:00 PM12:00

Partnership Agreements: Navigating Fiscal Sponsorship

Are you a nonprofit who wants to partner with other nonprofits or individuals by accepting donations on their behalf? Or do you want to ask a nonprofit to accept donations to sponsor your community-good projects? Lawyers (and the IRS) call that a "fiscal sponsorship."

This session will cover the legal and pragmatic basics of fiscal sponsorships; when it is good idea (given your values, brand alignment, program impact and engagement goals); and best practices for partnership. You will receive a basic template fiscal sponsorship agreement and may also sign up for discounted one-on-one review of an agreement for your organization with Commonplace Law.

About the Instructor:

Megan Olds founded Parallel Solutions, which offers consulting services related to community development and engagement, strategic business planning, fundraising, and partnership coordination. Kate Redman, with Commonplace Law, is an attorney specializing in 501(c)(3) nonprofit legal issues.

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Mar
20
9:30 AM09:30

Stewardship of Fund Development Cohort - March 20

NorthSky is pleased to offer quarterly professional development offerings for those that have successfully completed Beth Stoner Wiegand’s 6-week Fund Development Cohort. These sessions are designed to help participants continue their learning, reconnect with their peers and address their biggest challenges together.

These sessions are restricted to alums of the 6-week Fund Development Cohort (offered each spring and fall).

CLICK HERE TO REGISTER

About the Instructor:

The Stewardship of Fund Development Cohort will be led by seasoned Advancement professional, Beth Stoner Wiegand, who has been in the fundraising industry for more than two decades.

 

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Mar
14
12:00 PM12:00

Salesforce: It’s More Than a Donor Management Tool

We all need to track donors in a centralized system, but why not the volunteers who support us, individuals who come to work with us, or participants in our programs and events? Wouldn't it be great to collect this data into one centralized place? You can effectively track the experience, commitment and interests of your volunteers and other supporters - and you might even realize that some of these people are also your biggest donors!

Salesforce is a flexible database platform that can be used by nonprofit organizations to track their donors, donations and other income, clients, volunteers and any other data an organization might desire to track and understand. Pack a lunch and join us to learn how Salesforce can be a central repository for all the data your organization collects and analyzes.

About the Instructor:

Ashima Saigal is a Salesforce MVP, a Certified Salesforce Developer, a Sales Cloud Consultant and the Administrator and Founder of Database Sherpa, a consulting firm that specializes in guiding nonprofit organization through managing transitions to Salesforce.

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Feb
21
9:00 AM09:00

Better Stories by Design: Crafting Narratives that Stick

  • NMC University Center Room 207 (map)
  • Google Calendar ICS

Story is the basis of human connection. Nothing was ever designed that didn’t start with a story: a product, a society, a movement. And the best stories, the ones we tell over and over again, contain a basic structure that makes them “sticky” - they interrupt, surprise, convict and spur to action. Storytelling is an art, for sure - but like any other artistic endeavor, it takes a process and good work to begin developing stories. The goal is to create common landmarks around an issue or idea that help to influence behavior. The focus of our discussion will be as much about preparing the storyteller(s) as it will be about developing the components of the narrative.

Pack your lunch and join us for the first step in creating your best story! This session will include a presentation of Mark’s perspective and experience with storytelling: on the elements that make a good story, and a process for unlocking the stories that already exist within your culture. We will also work together in pairs to help create the basic structure of each other’s stories.

About the Instructor:

An experience and systems designer, Mark VanderKlipp has been working in human-centered design for over 30 years. His work helps clients understand all aspects of a given customer journey, empowering staff to deliver an experience that’s clear, relevant and human.

He previously spent 13 years as president of a world class environmental graphic design firm, where he was the lead strategist for diverse healthcare, higher education, civic, corporate, trails and tourism institutions throughout North America. Since July 2016, Mark has worked as a NorthSkyconsultant with Rotary Charities, a design resource to the Youth Homelessness Demonstration Project, and a strategic consultant to SEEDS, Groundwork and the Housing Partnership among other non-profit clients.

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Jan
31
12:00 PM12:00

Collaboration and Outreach: Low Cost, High Impact for Your Nonprofit

Pack a lunch and join us for this workshop designed to explore essential ways your group can work with other nonprofits and businesses to cross-promote and maximize impact. We will discuss successful collaboration and outreach examples, followed by a hands-on brainstorm session for new, effective ways to partner within our own northern Michigan systems.

Ashlea Walter has been working in the field of marketing and communications for over 15 years, creating and implementing strategic and creative marketing plans to promote everything from banks to bikes to cherries to restaurants to political causes to craft beer. She is also a painter and serial entrepreneur. She especially loves to help small businesses, NPOs and artists, get their brands experienced and loved by more people.

CLICK HERE TO REGISTER

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Jan
24
12:00 PM12:00

Foundation Directory Online I - Intro

  • Traverse Area District Library (map)
  • Google Calendar ICS

The Foundation Directory Online (FDO) is a powerful tool in searching for grantors. It's an online resource, updated weekly, providing access to 120,000+ foundations and corporate donors. The database is searchable, so you are able to narrow your search down to specific geographies, grantors, interest areas, and more. There are many subscription levels, giving you different access levels to the information. This training is located at the Woodmere Branch of the Traverse Area District Library, because they have a subscription to the FDO that is FREE to patrons and accessible on-site. During this session, you will learn the basics in using the FDO to find grantors that fit your mission, best practices such as finding and searching 990's to see past funding, noting reporting requirements, match requests, initial inquiry method, and other considerations. This session is for individuals curious about using this resource to help them in their search for funding.

Pack a lunch and bring your own laptop if you have one - a limited number of laptops will be available to borrow.

Brice Bush is a native of Saginaw, Michigan who holds a Master's Degree in Library and Information Science from Drexel University in Philadelphia, PA. She is the Adult Services coordinator for the Traverse Area District Library (TADL) and has been with TADL since 2011.

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Jan
9
to Feb 13

Fund Development Cohort

The Fund Development Cohort is designed to review, discuss and apply fundraising fundamentals to existing scenarios and/or situations currently being experienced by nonprofits in our community. The course content will by customized based on the topics most useful to the cohort participants, but will include: prospecting, long-term relationship building, solicitations, board engagement, stewardship, communication flow, time management and writing compelling case statements. This cohort is designed for those that have been in fund development positions for at least five years.

The Fund Development Cohort will be led by seasoned Advancement professional, Beth Stoner Wiegand, who has been in the fundraising industry for more than two decades.

The class will be held once per week for six weeks:

Tuesday mornings from 9:30 a.m.-12:30 p.m.

January 9-February 13, 2018 (1/9, 1/16, 1/23, 1/30, 2/6, 2/13)

Tuition: $300*.

*Note that the cost of this class is being partially underwritten by Rotary Charities to support the continued development of the region’s nonprofit professionals.

Please complete application and return it by December 29 to Beth Stoner Wiegand at beth.stoner1001@gmail.com.

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Jan
8
9:00 AM09:00

Community Panel: Systems Practice Course

Some problems persist despite all of our best efforts to solve them. These are wicked problems like homelessness, poverty, climate change, obesity, and food security. With complex problems like these, our traditional ways of seeing and solving problems don't work and can even unintentionally make problems worse. Rotary Charities is actively learning how we can adapt our approach to inspire and support work that is aimed at making core impact within complex problems. With Rotary Charities technical support, teams of peers have been taking an online course through the Omidyar Group and +Acumen, Systems Practice: An Approach to Move from Impossible to Impact. They have learned to:

  • See complex systems in a new way;

  • Find patterns;

  • Identify places where a small change can have a big system impact; and

  • Design experiments that will move toward a healthier state of the system.

They are eager to share what they've learned, walk through some practical tools and discuss with the audience how this practice could be leveraged more broadly in this region.

Please note: Lunch is included with registration

CLICK HERE TO REGISTER

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