Nonprofit Governance Symposium

Survival:  Navigating Changing Times

Tuesday October 16, 2018

Shenandoah University, Stimpson Auditorium Halpin-Harrison Hall

Registration Fee:

Register by October 15 – $30

Register Day of Event – $35

Student Registration – $15

Online Registration will only be available through October 15.

Registrations by check should be made payable to: Nonprofit Alliance of the NSV.

Please send the check with the name, organization, contact info, and any special dietary requests for each registrant to:

Nonprofit Governance Symposium
c/o CFNSV
P.O. Box 2391
Winchester, VA 22604

Schedule

8:00 – 8:30 Registration, Continental Breakfast, and Networking

8:30 – 8:45 Welcome and Introductions

8:45 – 10:00 Keynote Presentation - Tradition to Transformation Principles: The 12 Critical Elements to Every Organization’s Success! - Dr. Sherri Yoder & Crystel Lynn Smith

Keynote Presentation

Tradition to Transformation Principles
The 12 Critical Elements to Every Organization’s Success!

What businesses (even non-profit businesses) must do immediately to win the war for top talent in today’s work environment.

Do you find yourself continuously battling the high monetary, time, and morale killer of employee turnover?  Are you consistently challenged to find and keep top performers?  Do you need a guide to successfully lead this conglomeration of generations in today’s workforce?  Dr. Sherri Yoder & Crystel Lynn Smith, revolutionary leaders and best-selling authors, share the quintessential principles in taking your organization from tradition to transformation! This is a highly interactive session.  Please bring your smartphone to engage in tour live poll experience!

Dr. Sherri Yoder and Crystel Lynn Smith are revolutionary leaders in corporate training, and personal and professional development. With 35 years of combined experience, Dr. Sherri and Crystel have discovered, developed, and now deliver the critical and transformative elements of organizational success. They have earned the prestigious designation of Professional Members of the National Speakers Association and have authored the Best-selling New Release on Amazon, It’s All About Me!

CRYSTEL LYNN SMITH 

Crystel Lynn Smith is nationally known as the go to person for high-energy, business acumen, and life-changing activation.

Her passion for serving others gives those who know and work with Crystel the opportunity to achieve and live a life they could have only imagined before connecting with this bold and humble leader.

Crystel has been partnering with and coaching businesses and individuals for over twenty years. Her clients have referred to Crystel as the “Best investment to date!” They are eager to, and actively share their unprecedented experience in partnering with Crystel. Her clients boldly proclaim, “Working with Crystel is critical to the success of our organization!”

Crystel’s innate ability to see the big picture, strategically design plans for success, influence her clients and their teams, and hold them accountable in achieving greatness make Crystel the prominent choice for forward-thinking innovative organizations.

Crystel exemplifies living an extraordinary life as a Best-Selling Author, compelling NSA speaker, Founder and Co-Founder of 3 businesses and life transforming organizations.

“Every person must be given the opportunity to live an extraordinary life. It’s my obligation, my calling, to merely serve as the vessel.”

DR. SHERRI M. YODER:

Sherri Michelle Yoder is a revolutionary leader who devotes her time to learning about the needs of people. She harvests her knowledge from thousands of development experiences with others, and from expertise gained through her experience as a psychology doctoral graduate.

Dr. Sherri is insightful and able to reveal the God-given gifts of people in a way that resonates with them and serves as the impetus for personal and professional transformation. Her clients have graciously described meeting her as “the best thing that could have ever happened!” She is a catalyst for the revelation of individual value.

Dr. Sherri’s breadth of knowledge and affinity for personal connection have been highlighted for more than two decades in the form of individual and team supervision and development in the workplace, graduate-level course instruction, individual and team coaching, and inspirational speaking experiences.

Most recently, Dr. Sherri co-authored the best-selling new release on Amazon, “It’s All About Me!,” which effectively translates the needs of people in the workplace to the decision-makers who can transform their working lives into days filled with purpose and passion.

“Be the unique you YOU were created to be. The world needs you.” -Dr. Sherri

 

10:00 – 10:15 Break

10:15 – 11:15 Concurrent Seminars:

Leadership Development – All About Boards - Jane Stein, JPS Consulting

Team building and identifying, recruiting and training potential leadership ensures the healthy future of your organization. This workshop is designed to begin the process of leadership development with current Boards of Directors.

Jane Stein:  With vast experience in the nonprofit sector, Jane Stein, has been providing consultation and training services to nonprofit organizations for more than twenty years.

As the founding director of the Child Abuse Center of Hampton Roads, Jane forged regional relationships with seventeen Virginia municipalities and expanded the Center’s services to more than 1,000 children each year. After the Center became part of the Children’s Hospital of the King’s Daughters, Jane opened JPS Consulting. Her experience also includes a tenure as a national director for major gifts for the American Cancer Society. Jane is a past national chairman for campaign training for the United Jewish Appeal, a volunteer position which she held for three years.

Jane has guided nonprofits through the process of strategic planning, board/staff retreats, and all areas of fundraising. She has given keynote addresses, motivational speeches and training workshops throughout the US. Jane shares her secrets for success in these turbulent times, inspiring her clients and her audiences to solve challenges in the nonprofit sector in a humorous and heartfelt manner. Clients include the American Cancer Society, Big Brothers Big Sisters, Susan G. Komen, the Virginia Association of Community Healthcare Centers, Habitat for Humanity and the Foodbank. Additionally, Jane has been selected to present a workshop at the New Orleans International Conference of the Association of Fundraising Professionals in April 2018 for whom she is certified as a Master Trainer.

Jane has an M.B.A., is a Certified Master Trainer for AFP, and became licensed to offer consulting services for the Standards for Excellence® program. Jane is married to Ed Stein. They have two amazing grandchildren.

The New Standards: Time to Implement - Olivia Hutton, CPA and Principal, Yount, Hyde & Barbour, P.C.

The Financial Accounting Standards Board (FASB) published new standards to take place as early as December 2018. These standards affect reporting standards for not-for-profit organizations. Attendees will learn about the updates, the implementation dates, and how it affects their organization. This workshop is for executive directors, finance personnel, and board treasurers.

Olivia Hutton, CPA:  Olivia has 20 years of experience as an auditor and Form 990 preparer in the not-for-profit industry; her focus has been on private schools, religious organizations, associations, colleges, foundations, private foundations, museums, and other nonprofit entities. She holds two Not-for-Profit certificates – one in Nonprofit Management sponsored by UVA and one through the AICPA. Olivia has been honored in Virginia Business as a Super CPA in the Nonprofit and Governmental field as well as the Young CPAs category. Olivia is active in her church and community, serving as a Sunday school teacher, Lions Club, as the past president, and Youth Basketball Program as her daughter’s coach. She is on the board of the Shenandoah County Fair Association.

Advocacy: 10 Steps to Advance Your Cause - Kim Herbstritt

The nonprofit sector has played a key role in many of the great social change efforts that have taken place in this country. Nonprofits can utilize advocacy to help solve entrenched problems at the city, state and/or national levels. From community health initiatives to environmental preservation, all can wield advocacy with an eye toward bettering the situation for future generations. We have all heard about how important advocacy is, but where does one begin? What steps and tools exist to support you in your efforts to advocate? This session will provide participants with tips and tools on how to advocate for a cause from the beginning to the end.

KIM HERBSTRITT:  Kim Herbstritt is an experienced nonprofit leader, who works with both large and small organizations to develop successful community-led initiatives. She has designed and executed evidence-based strategies, training, and technical assistance utilizing media advocacy and community organizing,resulting in policy adoption and enforcement. With Kim’s guidance, a cross-border project to address alcohol-related problems received national recognition as a Model Program by SAMSHA-CSAP. Her background spans such topics as:  alcohol and other drugs, tobacco control, childhood obesity, community policing, child sex trafficking, and gangs.

Social Media Advertising on a Budget: A Live Demo - Angie Dunnigan, Founder and Owner, aka Media Marketing, LLC

How does a nonprofit use their limited resources to stand out on social media?  This live demo workshop  will walk you through how to use ads on social media to make a big impact!  Bring your laptop or other device and follow along with the presentation.

ANGIE DUNNIGAN:   Angie holds a marketing degree from Fairmont State University. After 10 years in the corporate world, she decided to follow her dream of entrepreneurship and never looked back!  Angie started aka Media Marketing to help small businesses build brand awareness, develop social media strategies and connect clients with their audience through online platforms. She firmly believes that building relationships are the key to business growth & the technologies used to foster them are simply the tool.

Angie has been married to her husband Kevin for 15 years and has a daughter (her one & only), Ava! They love to travel as a family and you will most likely find them at a club volleyball tourney, watching Ava or attending Washington Nationals baseball games!

Anticipate, Plan, Act, Adapt: Surviving and Thriving through Strategic Planning - Tom Morley, Founder and President Snowflake LLC

Individuals and communities depend on non-profits to improve their quality of life. “Success” means continuously delivering on your mission, even as regulations, demographics, needs, preferences, and other factors change over time. It’s hard to be sustainable long-term, let alone expand, if you’re only thinking about immediate concerns. Strategic planning is essential to both surviving and thriving. As critical as it is, however, many non-profits don’t do it—or don’t do it well—resulting in both significant risks to their futures and missed opportunities to do greater things. In this session, we’ll explore why strategic planning—and ultimately, strategic action—matters, where non-profits miss the mark, and how to overcome the challenges in the strategic planning life cycle, so your organization can stick around and prosper for years to come.

TOM MORLEY:  Tom has 20 years of experience advising non-profit, public, and private sector clients. As a senior-level professional in top-tier consulting firms, he worked with C-level leaders and other executives at government agencies, businesses, and NGOs in the US and abroad, helping them to set direction and achieve cost-effective results. In 2014, he launched Snowflake, a Certified B Corporation® consultancy that uses business as a force for social good by collaborating with organizations that improve individuals’ and communities’ quality of life, aligning forward-thinking strategies with skilled people and efficient structures, processes, and technologies. Since its start, Snowflake has had over 25 clients, including a number of non-profits in the Northern Shenandoah Valley. Tom has also written articles and presented at seminars and conferences on a range of governance, strategy, and operational topics, including at 2017’s Non-profit Symposium, the 2017 Annual Conference of the Virginia Association of Free and Charitable Clinics Annual Conference, and the 2015 Association for Strategic Planning Annual Conference.

11:15 – 11:30 Break

11:30 – 12:30 Concurrent Seminars Repeat

12:30 – 1:00 Lunch and Networking

1:00 - 2:00 AFP Keynote Presentation - Whining and Moaning and Groaning...Engaging Your Board and Volunteers in Fundraising - Jane Stein, JPS Consulting

AFP Keynote Presentation

Sponsored by the Association of Fundraising Professionals Tri-State Chapter

Whining and Moaning and Groaning…Engaging Your Board and Volunteers in Fundraising

We all have read many, many articles on getting our Board and volunteers to ask for money. We all have attended many, many sessions on getting our Board and volunteers to ask for money. And for the most part, we all have failed miserably when we put all of our wonderful knowledge and skills to the task of getting our Board and volunteers to ask for money. This session has been designed to help us all to take a step back, regain our senses of humor, and then step forward again with a few new ideas and finally getting our Board and volunteers to go out with us and FUNDRAISE.

JANE STEIN: With vast experience in the nonprofit sector, Jane Stein, has been providing consultation and training services to nonprofit organizations for more than twenty years.

As the founding director of the Child Abuse Center of Hampton Roads, Jane forged regional relationships with seventeen Virginia municipalities and expanded the Center’s services to more than 1,000 children each year. After the Center became part of the Children’s Hospital of the King’s Daughters, Jane opened JPS Consulting. Her experience also includes a tenure as a national director for major gifts for the American Cancer Society. Jane is a past national chairman for campaign training for the United Jewish Appeal, a volunteer position which she held for three years.

Jane has guided nonprofits through the process of strategic planning, board/staff retreats, and all areas of fundraising. She has given keynote addresses, motivational speeches and training workshops throughout the US. Jane shares her secrets for success in these turbulent times, inspiring her clients and her audiences to solve challenges in the nonprofit sector in a humorous and heartfelt manner. Clients include the American Cancer Society, Big Brothers Big Sisters, Susan G. Komen, the Virginia Association of Community Healthcare Centers, Habitat for Humanity and the Foodbank. Additionally, Jane has been selected to present a workshop at the New Orleans International Conference of the Association of Fundraising Professionals in April 2018 for whom she is certified as a Master Trainer.
Jane has an M.B.A., is a Certified Master Trainer for AFP, and became licensed to offer consulting services for the Standards for Excellence® program. Jane is married to Ed Stein. They have two amazing grandchildren.

2:00 – 2:30 Closing Program

Thank You to Our Sponsors

First Bank

Shenandoah University School of Education and Leadership

Shenandoah University Center for Leadership in the Public and Nonprofit Sectors

Shenandoah University Center for Public Service and Scholarship

Shenandoah Valley Westminster Canterbury

The Winchester Group

Yount, Hyde & Barbour, P.C.