BREAKOUT SESSION PRESENTERS

Ian AdairIan Adair is a two-time nonprofit CEO, Sr. Program Manager for a Fortune 500 Company, and fund development expert with 20 years of fundraising, program management, training, and communications experience in the nonprofit, education, and corporate sector. Ian launched Strategy 27, LLC. in 2016

and introduced to the not-for-profit industry the concept of Attention-Focused Fundraising in order to help nonprof-its break through the noise and win donor attention; and more importantly, improve donor engagement and reten-tion! In a 2017 world Ian helps organizations utilize tech-nology, mobile devices, digital and social media to support and enhance their fundraising and marketing – in an effort to win the “battle for donor attention” happening right now in a very competitive charitable environment.

WINNING DONOR ATTENTION IS NOW THE VARIABLE OF SUCCESS IN FUNDRAISING, COME LEARN HOW ATTENTION-FOCUSED FUNDRAISING CAN WORK FOR YOU! Donors are turning away from traditional communication methods and focusing their attention on mobile devices, emerging digital outlets, and social platforms. Nonprofits need to understand the importance of “Donor Attention,” where it is, and how to get it. This session will examine: the 3 biggest mistakes nonprofits make in communicating to their donors AND discuss the 4 pillars that make up an Attention-Focused Fundraising approach. Attention- Focused Fundraising is designed to win donor attention; and more importantly improve donor engagement and retention.

READY FOR A NEW FACILITY? BEFORE YOU START DESIGNING YOUR DREAM BUILDING - LET’S TALK CAPITAL CAMPAIGN PLANNING AND STRATEGYBefore your organization can effectively take on a building project, certain action steps must be taken to give your organization the best chance at a successful capital campaign. This session will examine: the process of determining your organization’s readiness for a capital campaign, choosing your campaign’s leadership, determining your funding goal, and what a reasonable campaign timeline looks like.

WITH AN UNPRECEDENTED AMOUNT OF LEADERSHIP TURNOVER TAKING PLACE OVER THE NEXT 5 YEARS - IT’S TIME TO TALK SUCCESSION PLANNINGNonprofits must change how we think about and approach succession planning. A succession plan should encompass everything from developing a sustainable business model, to strengthening staff and board leadership, while also critically looking at all the core programs needed to support the organization’s mission. This session will examine: the importance and need for a succession plan, who should be involved in the process and their responsibilities, the 4 stages of a succession plan, common items left out of a plan and why they are important, and the outcomes of a successful succession plan.

Brenda BermanBB Communications principal Brenda Berman is a marketing and communications leader and former educator with 20+ years of experience generating brand-enhancing strategies and solutions for purpose-driven organizations. Based in Chicago, BB Communi-cations partners with nonprofits,

professional services firms and startups to plan, create and disseminate impactful communications that tell your story, grow awareness, strengthen your reputation, educate and influence your audiences, build engagement, cultivate prospects and donors, and maximize your marketing budget.

MARKETING PLAN TUNE-UP: KEEPING IT REALA marketing and communications plan is a living, breathing document, never written in stone. It’s an essential tool that translates your organization’s marketing strategy into actionable components. Make it work for you! To be effective, the plan must be based on current realities in your organization and in your environment. How do you know when it’s important to revise your plan, and in what ways? In this session, we will walk through the components of a nonprofit marketing plan and consider the factors that can change its broad strokes and details. Note: This session, though designed for organizations with an existing marketing plan (however dusty), will be useful also for those in the process of developing one.

Clara L. CarrierClara is a proud Colombian-American, business owner, nonprofit expert, multicultural project manager, community relations developer and brand activator who is motivated by leading projects with others for the greater good of the organizations.

Trained as a communicator, marketer and journalist, Clara has been dedicated to activating, strengthening and growing brands; helping develop a culture of engagement; establishing and cultivating community relations; and educating organizational leaders and teams so they can increase stakeholder’s participation and achieve success and fulfillment.

Through her company, Breaking Through Consulting, Clara is focused on providing high-quality thought leadership and customized services for her clients. She works collaboratively with organizations to determine the potential areas for re-evaluation, innovation or development. In essence, she helps connect the dots, find solutions and move through challenges so that people and missions can thrive not just survive.

Her 17-year experience as a dynamic and versatile bilingual/ bi-cultural leader includes working with nonprofit brands such as Ronald McDonald House Charities, Curamericas Global, Willow Creek Community Church, The People’s Resource Center; and for profits companies like the Hershey Company, Pfizer and Verizon.

THE POWER OF KNOWING AND POSITIONING YOUR BRAND FOR SUCCESS: HELPING YOUR ORGANIZATION EXCEED ITS REVENUE GOALS Besides its people, one of the most valuable assets for organizations is their brand.

Leaders must devote time and resources to this important element in order to reach and exceed their business goals. A clearly communicated and purposefully branded organization has the power to influence, transform and impact the lives of individuals, communities and the world at large. Getting deeper understanding about your organization’s why, its purpose or reason to exist, really matters in today’s economy and competitive world for nonprofits. But what matters even more is the how, the way in which you communicate and position your brand. That is what will determine your organization’s success.

This 75-minute session is a journey to better understand the power of your brand and how its positing will help you exceed your goals. This is a journey that can be a real

game changer for you and your organization.

BREAKOUT SESSION PRESENTERS

Rob DeLangeRob DeLange is the President of Career Climb Consulting, LLC and a Master Practitioner at The Wiseman Group. Rob uses his deep Multiplier experience to coach executives and conduct leadership workshops around the world. He has worked with startup firms, mid-sized companies, and many businesses across the Fortune 500

spectrum including AT&T, LG Electronics, Roche, Salesforce, eBay, Johnson & Johnson, Abbvie, Cisco, and Pepperidge Farm. In addition, Rob has worked extensively with nonprofit organizations including AAMC, JHU Applied Physics Lab, Connecticut Department of Transportation, University of Oregon, and World Vision International.

Rob has over 15 years of experience building corporate learning centers and training programs at global technology companies. Rob began his career as a systems analyst and programming supervisor for Pacific Bell (now AT&T). At PeopleSoft he was the product support manager and then led the technical training organization, where he was instrumental in achieving PeopleSoft’s recognition as number 4 on the ASTD 2004 BEST 100 training companies list. Rob led HR and field sales training functions for EMC’s software division and most recently worked as a talent management consultant at VISA Inc.

Rob combines deep experience as a technologist, years of solid management experience, and a gift for teaching and coaching. His greatest talent is enabling business leaders to develop the people around them. He also has extensive global experience, having worked in over 14 countries and is fluent in Spanish. Rob is SPHR certified and holds a Masters degree in Systems Management from the University of Denver and a Bachelors degree in Computer Science from Brigham Young University.

ROOKIE SMARTS: HOW TO AVOID THE EXPERIENCE TRAP AND REVITALIZE YOUR WORKIn this age of rapid change when the shelf life of information is getting shorter and shorter, it becomes increasingly important for leaders to recognize those times when the best outcomes can be realized by stepping away from their knowledge and experience. Come learn what the most agile and successful people do to rekindle their fire for learning and how a shift to your “rookie” mindset in the right moments can enable you to achieve superior results– not only for you but for your entire workforce.

MULTIPIERS: UNLOCKING THE DISCRETIONARY EFFORTS OF YOUR WORKFORCE Nonprofit enterprises often face challenges with budget or headcount to fulfill the mission of the organization. Your success as a leader will depend in large part on your ability to fully access the intelligence of your staff and to unlock the discretionary efforts of the others beyond the organization to support your cause. Come learn the secrets of the best leaders in the world – the leaders that Liz Wiseman refers to as “Intelligence Multipliers” in her WSJ bestselling book Multipliers: How the Best Leaders Make Everyone Smarter. Multipliers don’t get just a little more from their teams –they get vastly more– often two or three times the contributions of the workforce compared to most leaders. You’ll walk away with two practical experiments to take back to your organization so you can more deeply utilize the resources you already have. You’ll discover the hidden genius that surrounds you and bring out the best contributions of others so you can see the benefits of the 2X effect.

BREAKOUT SESSION PRESENTERS

Dr. Dyann DaleyDr. Dyann Daley is the Executive Director of The Center for Prevention of Child Maltreatment, led by Cook Children’s Healthcare System, in Fort Worth, Texas. She leads context-driven predictive analytics research around the primary prevention of child maltreatment, child injury, and mitigation of

social determinants of health. This work has been presented for conferences as diverse as the work itself including the International Congress on Child Abuse and Neglect, the International Association of Crime Analysts, the American Public Health Association, the Dallas Crimes Against Children Conference, the Children’s Hospital Association, the Qualtrics Summit, the Philanthropy Southwest Annual Conference, and the HIMSS Connected Health Conference. Prior to her current role, Dr. Daley was the Medical Director of Cook Children’s Northeast Hospital, and has worked as a board certified, fellowship trained Pediatric Anesthesiologist at Cook Children’s since 2006. She has been named a “Top Doctor” in Fort Worth TX magazine, and a “Healthcare Hero” by the Fort Worth Business Press. Her team received the Qualtrics Innovation Award in 2015, and the Community Heart Award by the CASA of Tarrant County in 2016. Dr. Daley is an invited member of the Prevention Advisory Committee for the Prevention and Early Intervention division of the Texas Department of Family and Protective Services. She serves on the Board of Directors for One Safe Place, a family justice center for victims of domestic violence, and on the Board of Advisors for the Baby Box Co. whose mission is to provide safe sleep environments for infants, promote prenatal care, and reduce infant mor-tality. Dr. Daley has presented on Risk Terrain Modeling to Predict Child Maltreatment, Safe Infant Sleep for Infant Mortality Reduction, Psychographic Profiling for Targeted Prevention Messaging, Market Segmentation for Foster Community Recruitment, Early Detection of Child Maltreatment, Physical Punishment of Children leads to Child Physical Abuse Homicide, and Survivor Resilience.

FRAMEWORK FOR PREVENTION• Describe risk terrain modeling for predicting future occurrence of child maltreatment.• Discuss the pathophysiology of maltreatment related toxic stress and epigenetic modification at the core of social determinants of health. • Identify objective, measurable, verifiable outcome metrics to evaluate and improve child wellbeing over time in identified “risk cluster” areas.

Meegan Dugan BassettMeegan Dugan Bassett has worked to increase low-income families’ ability to support themselves since 1999. Her past work has included workforce development, community organizing, community development, higher education policy, and public policy advocacy. In 2014, she started her own

consulting firm to help nonprofits, social enterprises, and foundations increase their social impact. Past proj-ects include providing in-depth strategy research for non profits looking to expand their work, creating communication materials for use with funders, and salvaging program evaluations that have gone off the rails. Clients have included Lumina Foundation, National Able Network, Promise Neighborhoods Institute, and the Working Poor Families Project. A former McCormick-Tribune Urban Leadership fellow at the University of Chicago, she holds an B.A. in Sociology and Spanish from North Park University and a M.A. in Social Service Administration from the University of Chicago. Meegan has a reputation as a strategic thinker who merges right and left brain thinking. She loves a good challenge and enjoys finding new solutions to social issues.

PROGRAM EVALUATIONFOR THE BUSY LEADERIn the era of big data, impact data has become more important than ever to funders. Assessing impact can be incredibly useful for nonprofits, but it can be tough for busy staff to make time for evaluation. This session will provide simple tips on how to apply trends in impact evaluation to your work and how to use what you find with funders.

BREAKOUT SESSION PRESENTERS

Lisa Fortier Lisa Fortier is the Director of Training and Development for Human Capital Management, a division of the Office of Management and Enterprise Services, where she leads a team of training professionals to deliver Management/Leadership training to state employees. She is a certified facilitator for Franklin

Covey’s 7 Habits of Highly Effective People, 5 Choices for Extraordinary Productivity and Leading at the Speed of Trust. She is also an Entrepreneurial facilitator for Spectrum Development.

Lisa holds a B.A. in Liberal Studies and a Master’s of Human Relations from the University of Oklahoma. She recognized a love for training while working for American Airlines. She began as a Flight Attendant, then progressed into Emergency Procedures Training and then into New hire training. When Lisa left her career in the airline industry she was a base manager of 1200 flight attendants and 10 full time supervisors.

She has served on various boards in the training industry and is a current member of the Central Oklahoma Chapter of Association for Talent Development. Lisa is passionate about helping others have an “aha” moment and, of course, her Oklahoma Sooners.

EVEREST: TAP INTO YOUR TEAM’S FULL POTENTIAL... What is the difference between a competent manager and a truly great leader? Whatever the definition of a great leader has been, it’s changing. Today, great leaders must be able to leverage the unique contributions of each member of their team in achieving their organization’s highest purposes.Learn to:• Inspire people on your team to be fully engaged in moving the goals of the organization forward.• Leverage the unique talents, skills, and abilities of everyone on your team to achieve superior results.• What is your Everest you and your team need to ascend?

Debbi GuilfoyleDr. Debbi Guilfoyle is the executive director of Crosstown Learning Center, which is dedicated to providing early childhood education and care to low income families in Tulsa. Debbi received a Bachelor of Human Resources from Bartlesville Wesleyan College, received Master of Human Relations degree from

the University of Oklahoma, and completed the requirements for the Doctor of Education degree at Oklahoma State University. She is involved in many organizations including chairing the JumpStart committee for Tulsa in 2013 and on the advisory board for the Oklahoma Department of Human Services Stars Outreach Study.

WE’RE BACK IN THE SADDLE AGAINEvery cowboy falls off his horse once in a while. The secret to being a successful cowboy is not believing that you won’t fall off your horse - it’s getting back on when you do. If you “fall off your horse” due to a breach in your internal controls, how does a good cowboy recover his reputation with donors?

Jeri Towler HolmesJeri Holmes has been practicing law in Oklahoma for over 20 years with extensive experience in the nonprofit sector. As a lawyer for tax-exempt organizations and government entities, Jeri helps organizations create a foundation for future growth by ensuring legal compliance and strong governance.

Her services extend beyond simply providing legal counsel to organizations. Her goal is to ensure their ongoing success by strengthening governing documents, policies, and operational efficiencies. She guides organizations in writing or rewriting bylaws and policies to ensure compliance, helps them navigate complex relationships and situations, and helps them obtain or change tax-exempt status. She also develops and facilitates board member trainings on a number of topics, including legal responsibilities of the board. In some situations, Jeri has served as interim CEO to provide more in-depth support for organizations facing a significant change or challenge.

Jeri’s passion for helping people in need began at a young age, when her sister was born with a severe mental handicap. Her commitment to helping those in need continues today through her work with nonprofit organizations and her strong focus on helping people who want to help others.

Jeri also teaches legal responsibility classes for a number of organizations and foundations and teaches a Law and Nonprofit Organizations class for the master’s program at Oklahoma City University. She has a Bachelor of Science from Oklahoma State University and a Juris Doctor from the University of Oklahoma. Jeri is also a member of Leadership Oklahoma Class XXIX.

GOVERNANCE THROUGH BYLAWS AND COMMITTEES Our favorite nonprofit legal expert will cover: • Bylaws – what goes in and what stays out • Committees – duties and oversight• Dealing with the rogue board member

STATUTORY PROTECTION, CONFLICTS OF INTEREST, AND POLICIESPart two of our favorite nonprofit legal expert covering:• Statutory Protection – feeling warm and fuzzy during difficult times• Policies – required and recommended • Conflicts of Interest – how to protect your board members

Chris KeeshanChris Keeshan is Founder and President 0f Chris Keeshan Associates, Inc. and Bold Blonde, an executive coaching company. Her 26 years of fundraising and training experience offer clients confidence in reaching their fundraising goals, keen fundraising strategies, creative bold approaches

to get in-the-door with prospects, and unsurpassed prospect research that turns a cold call into a warm call.

Chris’ undergraduate degrees in psychology and communication arts with a minor in business from Washburn University, Topeka, Kansas and her master’s in corporate and industrial communication from Lindenwood University, St. Charles, Missouri has served her fundrais-ing career well. When you meet Chris have her share the story of getting a free ride scholarship to her graduate school of choice. The story personifies her personality—bold, creative, tenacious and passionate. In her free-time Chris teaches college courses in public relations, writes a newsletter, “Fundraising Rules,” reads lots and lots of books, collects Native American art and travels to Mexico to spend time with friends and family.

MASTERFUL NONPROFIT STORYTELLING: HOW TO USE STORYTELLING TO OPEN DONORS’ HEARTS, WALLETS AND POCKETBOOKSStorytelling is an integral part of the human experience. When nonprofit organizations share their story, they are able to make connections and expand their reach. This is an invaluable tool for building community and a strong donor base.

HOW TO USE PROSPECT RESEARCH TO GETIN-THE-DOOR WITH UNLIKELY PROSPECTS Prospect Research is a critical tool in fundraising. It captures what makes your prospect tick and offers information on how to cultivate donors and practice good stewardship. Prospect research helps you get in-the-door, have assurance in your ask, and secure a larger gift than you thought possible. You will know how to get the appointment, make the ask, and what to ask for. Win the confidence of your organization’s board members, as well as the prospect. Expand your organization’s funding. Attract the love of life-long donors, rather than receiving a one-time gift. Launch more successful special events because you know your prospect inside and out. Turn cold calls into warm calls.

BREAKOUT SESSION PRESENTERS

Curtis KlotzNonprofits are Curt’s passion and profession. He has taught in inner city D.C with the Higher Achievement Program, coordinated national communities of volunteers with the Lutheran Volunteer Corps, and supported persons living with HIV/AIDS at Seattle Shanti. At the Indian Law Resource Center in Helena, Montana, he discovered his calling to be a non profit CFO. A stint as

the chairperson of the Montana Nonprofit Association deepened his commitment to the nonprofit sector as a whole. Joining NAF has given him the perfect opportunity to share his passion for nonprofit finance every day and use his 30 years of experience in the nonprofit sector to make a positive, lasting difference in the world.

MISSON MONEY MATRIXThis workshop helps facilitate decision making through a balanced perspective of mission impact and financial sustainability. You will learn empowering ways to communicate programming through the mission and financial lens expertly and toward informed action!

GRAPHIC RE-VISIONING OF NONPROFITOVERHEADCurt Klotz, Chief Finance Officer of Nonprofits Assistance Fund developed a new way to communicate about the true costs of nonprofit programs and the vital importance of strong organizational infrastructure. Newly developed graphic guides the conversation on the true costs to deliver programming and the related impact on a nonprofit organization. Our newly created graphic assists the conversation toward a simple, consistent message when sharing our view with potential supporters and investors.

Ed LongEd Long, founder and principal of Cross Sector Innovations, holds a Master of Public Administration degree from the University of Oklahoma with specializations in public policy and public management, and completed all coursework for a Ph.D. in political science, with a focus on public

administration, public policy and American politics and government. He has co-authored peer-reviewed journal articles related to strategic planning and the Government Performance and Results Act of 1993. His experience includes strategic planning, evaluation, public policy, public/nonprofit management, grant writing, program development, communications and government relations. His current focus is social innovation and social entrepreneurship.

PAY-FOR-SUCCESS (SOCIAL IMPACT BONDS)Government and nonprofit leaders are looking for creative ways to fund important programs and services. Pay-for-Success (PFS), also known as a Social Impact Bond, has gained in popularity over the past few years and has bipartisan support at the federal and state levels. Recent federal legislation includes PFS pilots, and there is currently state legislation in both chambers that would create a mechanism for state agencies to enter into PFS agreements. In a PFS agreement, private investors fund an evidence-based program or service aimed at improving the well-being of participants and in many cases avoiding future costs to government. When success is achieved, government pays the investors a return or the public dollars saved are reinvested into the program or service.

COLLECTIVE IMPACTIn the Winter 2011 issue of the Stanford Social Innovation Review, John Kania and Mark Kramer coined the term “collective impact” and provided us with a common vocabulary and framework for discussing and analyzing how we work together to improve social outcomes. A collective impact approach brings together all stakeholders working on a given issue—potentially hundreds of private, nonprofit and government entities to share a common agenda, coordinate efforts and measure progress while holding the collective responsible for success. Funders are beginning to align their allocation of dollars in a way that discourages going it alone and encourages collaboration for the common good. This approach holds a good deal of promise for maximizing effectiveness and efficiency of existing resources.

Chuck LoringChuck V. Loring, MBA, CFRE is the senior partner of the Fort Lauder-dale and Indianapolis-based firm of Loring, Sternberg, & Associates, which provides fundraising and governance consulting services to nonprofits. Chuck is also a Senior Governance Associate for Board-Source (formerly the National

Center for Nonprofit Boards) in Washington, DC, offering expertise in board development and other governance issues to nonprofit boards across the country.

Chuck is a past president of the Indiana Chapter of the Association of Fundraising Professionals, is a Certified Fund Raising Executive, and holds a bachelor’s degree in communications from the University of California, Santa Barbara (UCSB) and an MBA from the Marshall School of Business at the University of Southern California. He is a former President of the University of California Alumni Association and a former Trustee of the UCSB Foundation.

Chuck has helped hundreds of local and regional nonprofits across the country improve their governance and such prominent national charities as Special Olympics, The First Tee, Boys and Girls Clubs of America, Girl Scouts USA, The Alzheimer’s Association, Easter Seals, Planned Parenthood, Feeding America, Make A Wish, and The League of American Orchestras.

Each year Chuck conducts dozens of training programs for funders, Community Foundations and Nonprofit Centers interested in good governance. His repeat clients include The Hartford Community Foundation for Public Giving, The Community Foundation for Greater New Haven, The Nonprofit Center of Northeast Florida, The Waco Community Foundation, The Community Foundation of Broward County, The Philanthropy Center at Rollins College, The Silicon Valley Community Foundation, The Fairfield County Community Foundation, the New Hampshire Center for Nonprofits, and the Virginia C. Piper Trust, to name only a few.

THE GRATEFUL DEAD... WHY PLANNED GIVING ROCKSLeaders in the charitable sector feel planned giving will increasingly play an essential role in resource generation. Many small and medium nonprofits have abdicated bequest income and other planned giving revenue to colleges and universities. Don’t miss the boat!!! This workshop will show you how your staff and board can work together to develop a meaningful planned giving program for your agency. INTENTIONAL BOARD DEVELOPMENTAs the nonprofit sector plays an increasingly important role in civil society, the need for effective governing boards becomes more and more critical. If your board is missing in action you will lack credibility with funders and you certainly will have a weak fundraising program. This work-shop will explore BoardSource’s governance committee model of year long intentional board recruitment, orientation, education, engagement, and evaluation. Great boards start with strategic recruitment. Come learn how to get the board you deserve!!!!! THE NONPROFIT BOARD’S ROLE IN EFFECTIVE FUNDRAISINGCompetition for funding continues to increase as the number of charitable nonprofits grows each year. Now more than ever your Board must serve as ambassadors of the mission to your community. Most board members hate fundraising because they think it means twisting arms and possible rejection. This workshop will demonstrate how each and every active board member can be a great fundraiser even if they hate asking for money. Many ideas will be shared about engaging your board in sustainable resource development. Learn how to avoid the one major mistake that dooms your board members to fundraising failure.

BREAKOUT SESSION PRESENTERS

Jim PriestJim Priest is the CEO of Sunbeam Family Services, a 110 year old nonprofit that provides a range of social services to support Oklahoma’s most vulnerable people; those services include early childhood, or services. Jim is a husband, dad, attorney, author and ordained minister in the Church

of the Nazarene and was recently named one of Oklahoma’s “Most Admired CEOs” by the Journal Record newspaper.

Jim graduated magna cum laude from Houghton College in Houghton, New York and magna cum laude from Syracuse University School of Law. He and his wife, Diane, have been married 38 years and have two adult children, Amanda (married to Martin Howell) and Spencer. He is owned by one dog named Jeter who was born on the day Yankee shortstop Derek Jeter got his 3,000 career hit.

WHAT NONPROFITS CAN LEARNA fast moving, dynamic and interactive session designed to draw lessons from two worlds that seem dissimilar but are, in fact, not that different. See how the for profit and nonprofit sectors can learn from each other as those lessons are unpacked by a recovering attorney who is now CEO of a $13 million dollar nonprofit. THE BLUES BROTHERS DO ETHICS If you like fast music, game shows, winning cheap prizes and untangling ethic issues, this session is for you! Come engage with the lively guy with the skinny tie named Elwood who will introduce you to the process of making ethical decisions and how to practice being ethical in daily decision making both professional and personal.

Darcy Schuller Darcy Schuller is a dynamic digital marketing strategist, brand strat-egy consultant and marketing thought-leader. Darcy has a broad background in both traditional and digital marketing, including brand strategy, social media marketing, content marketing, integrated marketing communications and

technology marketing and management. As President of Suvonni, a boutique digital marketing agency, Darcy works with clients to develop innovative digital marketing strategies that deliver revenue growth, increased customer loyalty, brand affinity and overall amazing customer experiences. Prior to founding Suvonni, Darcy held senior marketing roles in both B2B and B2C companies, including Motorola, Cisco, NCSBN and the Bradford Group. Darcy is active in the marketing community, holding several leadership positions, including recently serving as the President of the American Marketing Association, Chicago Chapter. Darcy has a BA in Marketing and Business Administration from Michigan State University and an MBA in Strategic Marketing and Information Technology Management from the University of Texas at Austin.

SOCIAL IN 2017 | CREATING RELEVANT AND ENGAGING DIGITAL EXPERIENCESThe one thing that is constant in the world of social media? Change. Rapid change is the name of the game when it comes to innovation in our ever-changing digital and social world. Every day new opportunities across multiple social platforms arise for marketers and businesses to take advantage of. Staying on top of it all can be overwhelming, but smart marketers know where to place their bets. The key to social media success is understanding the platforms, the tools and technologies, the opportunities and most importantly… the nuances of your target audiences. In this noisy digital world, creating relevant and engaging digital experiences is what will set you apart. CONTENT MARKETING AND STORYTELLING IN AN EXPANDING DIGITAL WORLDContent is King! Or is it? With more and more content being produced every day, have we reached the peak? Content shock is real and marketers need to know the landscape, the strategies and the tactics to compete in this noisy digital world. Creating great content is no longer good enough. Your content has to be engaging, relevant and most importantly, remarkable. With advanced technologies and tools, the opportunities to engage audiences with digital storytelling is abundant.

Monica SwinkAfter obtaining her Certified Public Accountant license in 1988 and working in the for-profit sector, Monica accepted a position in 1996 as Senior Tax Manager in the Exempt Organizations Tax Practice at KPMG, LLP, Oklaho-ma City. Working with local and regional clients, Monica learned

the unique aspects of tax-exempt organizations and the benefits of the nonprofit sector. In 2001, Monica opened her own firm, specializing in nonprofit financial issues. With board consultant training from BoardSource, Monica broadened her practice to include conducting board retreats, strategic planning meetings, and board development training. She works with a variety of non-profit clients on financial leadership training, financial reports and systems. Monica has conducted workshops for the Center for Nonprofit Management, the Sarkeys Foundation’s Tool Box series, the Oklahoma Institute for Nonprofit Leadership, and is associated with the Nonprofit Consultants Group in Oklahoma City, OK.

SETTING UP QUICKBOOKSIN A NONPROFITAre you starting a new nonprofit or have you been in business for many years? Are you looking at QuickBooks as your financial system or have you been using QB so long, your chart of accounts is umpteen pages long? Well, let’s talk! This workshop will give you guidance on how to set up a readable and logical chart of accounts, and walk you through some of the better reports that QuickBooks provides for nonprofits. Whether you have QuickBooks Pro or the more expensive nonprofit version of QuickBooks, we can help you communicate more clearly with your staff, your board and your funders about your financial situation. Come learn some tricks and traps about running QuickBooks in a nonprofit.

INTERNAL CONTROLS FOR A QUICKBOOKS SYSTEMWe’ve all read the news and heard the stories – embezzlement, fraud, and sometimes just plain carelessness. Maybe your auditors have discussed their reservations with the ease in which QuickBooks can be changed and manipulated, which is NOT an auditor’s preference! Internal controls exist to help prevent financial frauds. So come learn some policies and tricks to help secure your QuickBooks system – to prevent those manipulations! We’ll look at options within the system itself and look at policies you can put in place to help ensure that your financial reporting is consistent, accurate and secure. We’ll look at audit trail reports, the closing date feature and when to use it and when not to use it. We’ll talk about do’s and don’ts to help QuickBooks support your organization and provide the best and most accurate information. Even if you’ve been using QuickBooks for a long time, you might just learn a new trick or two!

BREAKOUT SESSION PRESENTERS

Dr. Lisa Walt Lisa C. Walt, Ph.D., is a Methodologist, and Experimental Health and Social Psychologist that specializes in the measurement and manipulation of attitudes and behavior of individuals and groups. She is also an expert in technical and persuasive writing and tailored communication. Lisa

has worked in the medical and academic fields for over 10 years, where she has consulted with medical professionals, federal agencies, and non-profits designing programs that aim to reduce health or educational disparities, by changing attitudes and behavior. She has also taught courses in Research and Program Design, Program/Outcomes Evaluation, Survey Construction, Focus Group Facilitation, Basic Statistics, Statistics for Qualitative Data, Persuasive Communication, Social Psychology, and Group & Interpersonal Processes for Kent State University, Penn State University, Purdue, Northeastern College of Medicine, and Rush University Medical Center. She currently leads her own Consulting Agency, LCW Social Science Solutions, and provides training as well as on-going or Project-Based Consulting on these topics.

PROVING YOUR WORTH AS A NONPROFIT THROUGH EFFECTIVE OUTCOMES EVALUATION –JUST REPORTING “NUMBER OF INDIVIDUALS SERVED” IS NOT ENOUGH

How can you illustrate to your funders, other agencies, and the community-at-large that the monies they have invested in your organization were well spent, and that your organization is achieving the goals presented in your strategic plan? Nonprofits are inherently different than for-profit organizations because these questions are often difficult to answer. This session will provide a primer on how to design a thoughtful program evaluation plan, and will give you the tools to put this plan into action. Specifically, we will walk step by step through the development of an Evaluation Plan, selection of “outcome measures” (both short term and long term), how to collect data on these measures, and how to assess and synthesize data so you have a powerful and accurate picture of the accomplishments of your program. This information will also allow you to track your own progress within house, and to potentially alter programming to maximize its effectiveness. Thoughtful and accurate Outcomes Selection and Program Evaluation may translate to greater philanthropical and research support dollars for your cause.

MEASURING THE “FUZZY” THINGS: EFFECTIVE SURVEY CONSTRUCTION TO ASSESS SELF REPORTED ATTITUDES & BEHAVIOR

One key piece in Program Evaluation is our ability to measure outcomes, and illustrate that our program has achieved its goals. In some cases, the particular concept you are trying to measure is easily captured by pulling “hard” data from reliable sources, and then comparing pre-and post-measures. In other cases, the concept you are measuring does not lend itself to such “objective” measurement (attitudes, intentions, self-reported behaviors), and relies on self-report surveys. However, surveys must be constructed in such a way that you accurately capture the data that you intend to capture. A badly designed survey can not only be confusing, off-putting, or inaccurately assess data, it can also “miss” something that might be there. This session will provide you with a primer on how to conceptualize and create surveys. We will discuss targeted messaging, formatting, and the construction of items that avoid leading participants to answers, and that eliminate the potential “pitfalls” in a survey. Topics covered will also include choosing your survey format, (online, phone, face-to-face, mail, and mixed method), participant sampling (who you select to take your survey), question wording, cultural tailoring, response option format, ordering of questions, and understanding social biases and cognitive factors that may influence participant responses. We will also briefly introduce the concept of survey validation.