Workshops

Succession planning for both board and staff is essential for smooth leadership transitions and business continuity. This workshop will help leaders design and implement a clear process for planned and unplanned transitions. Personnel development and budgeting, also vital to succession planning, are incorporated into the process. Participants will leave with tools and templates to create succession plans for their organization.

Learn how an endowment can strengthen your nonprofit’s long-term stability and mission impact. This session covers the essentials of creating and growing an endowment, using it strategically, and communicating its value to donors. Discover why endowments inspire lasting support and how to have meaningful conversations that turn donor passion into permanent resources for your organization’s future.

Creating an effective nonprofit budget involves more than just estimating future revenues and expenses. There are many aspects to consider. Various strategies for improving cash flow will be explored including measuring cash flow, investing excess cash, managing receivables and receipts, managing payables, the single most significant thing you can do to increase fundraising and revenues, and other impactful strategies.

Every nonprofit director wants time spent in the boardroom to be impactful, yet running a highly productive meeting seems to be a universal challenge. This session will help leaders rise to that challenge by building skills in advance planning and group dynamics. Topics to be covered include best practices in agenda development and preparing for high-level discussion, selecting advance materials, using consent agendas, basics of parliamentary procedure, group facilitation & listening skills, dealing with difficult behaviors, and how to use meeting evaluation for continuous improvement.

Explore the tools and techniques that help donors make meaningful, lasting gifts to your organization. This session demystifies planned giving options—from bequests and charitable gift annuities to trusts and beneficiary designations—and shows how each can align with donor goals and your nonprofit’s mission. Learn how to identify the best strategies for your organization, communicate their benefits with confidence, and build a sustainable pipeline of future gifts that secure your mission for generations to come.

This interactive workshop will equip nonprofit professionals with the essential skills to create an effective marketing plan. Participants will learn how to segment their audience, set SMART goals, choose the right marketing channels, and implement a strategic marcom plan. Through hands-on activities and guidance, attendees will leave with a solid framework for developing a marketing strategy that aligns with their organization's mission and drives impact.

This workshop introduces nonprofit leaders, fundraisers, and communications staff to artificial intelligence (AI) in a simple, practical way. It is designed for beginners but also includes “stretch” options for participants with more experience. Everyone will leave with AI examples they create themselves, a “prompt library,” and a clear roadmap for using AI safely and strategically.

This introductory session breaks down the basics of planned giving and why it matters for every nonprofit—no matter the size. Learn how planned gifts work, what motivates donors to make them, and how these future-focused contributions can create lasting impact. We’ll cover simple ways to start a planned giving program, key terms and gift types to understand, and how to begin meaningful conversations with donors about leaving a legacy.

Hear from Joe why you should attend!

Research shows the majority of employees rely on avoidance to handle workplace conflicts drastically impacting employee engagement and retention. Learn how to identify your strengths in conflict resolution, practical steps to prevent it, and practice live scenarios to help you feel equipped when returning to your workplace. Participants will walk through the importance of conflict resolution, identify their own conflict styles, and engage in an interactive activity.Register Now

This introductory session breaks down the basics of planned giving and why it matters for every nonprofit—no matter the size. Learn how planned gifts work, what motivates donors to make them, and how these future-focused contributions can create lasting impact. We’ll cover simple ways to start a planned giving program, key terms and gift types to understand, and how to begin meaningful conversations with donors about leaving a legacy.

Hear from Joe why you should attend!

No more flying blind! Develop a strategic fundraising plan that aligns with your organization's mission and drives sustainable growth. This workshop provides a practical framework, proven tools, and expert guidance to map out your goals, diversify income streams, and achieve fundraising targets. Hear from Kristen why you should attend!

Full participation in Creating an Effective Fundraising Plan: Your Roadmap for Success is applicable for 3 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.