April

23 22

Annual Conference 2013

Beyond

The Story: Leverage Impact

Drive Sustainability

Pennsylvania Association of Nonprofit Organizations, Your Partner for Nonprofit Excellence 2040 Linglestown Road, Suite 302 Harrisburg ,PA 17110 T: 717-236-8584 F: 717-236-8767

Best Western Premier Best Western Premier Best Western Premier Best Western Premier the Central Hotel & Conference Center

800 East Park Drive, Harrisburg PA 17111

Featuring Keynote Speaker:

Terry Axelrod

Founder and CEO, Benevon

Thanks To Our Sponsors

Networking

Education

Inspiration

Network with peers, funders and related professionals from across the state.

With 14 educational breakout and plenary sessions, you will learn new skills and

strategies to leverage your impact and drive sustainability.

Celebrate the work that you do and share your accomplishments with peers.

“I came away with a lot of information and with renewed respect for PANO and its work. I have been to a lot of conferences, and this was well worth the time and the money; one of the best I’ve attended.”

-Dr. Ruth Connolly,

Director of Development, EOTC

“Inspiring conference...thank you PANO for putting on a great learning experience for all of us.” -Monica Gould, President, Strategic Consulting Partners Board VP, Big Brothers Big Sisters

“The PANO Conference is one of the highlights of my year! I look forward to the learning and networking opportunities. Every year I connect with colleagues, learn something new, and meet one or more worthwhile contacts.” - Rev. Rob Visscher, Executive Director, Mission Central

94% of 2012 conference respondents would recommend the conference to a colleague.

97% of 2012 respondents discovered ideas and strategies on howto

effectively tell their story.

94% of 2012 respondents were inspired by the conference.

#PANOAC2013 Use our Twitter Hash tag and

spread the word about your PANO

Annual Conference Experience!

Agenda Day 1—Monday, April 22

12:45—1:30 pm Registration & Exhibitors

1:30—1:40 pm Welcome Address with Susan Gilmore, PANO Board President

1:45—2:30 pm “Trends in the Sector” with Kate Dewey, President, The Forbes Funds

2:30—3:05 pm Networking & Break with Exhibitors

3:15—4:45 pm Breakout Sessions

• Diversify and Increase Revenue by Engaging Corporate Sponsors

• Funding What Works: The Role of Evaluation

• Less Talk, More Action: Engaging Board Members to Achieve Mission

• Sustaining Your Nonprofit through Government-Nonprofit Contract Reform

5:00—6:30 pm Happy Hour Reception & Networking

Day 2—Tuesday, April 23

8:00—9:00 am Breakfast & One-on-One Consultant Corners 9:00—9:45 am Keynote Address— “Creating Sustainable Funding for Your

Nonprofit” with Terry Axelrod, Founder & CEO Benevon

9:45—10:35 am Networking & Break with Exhibitors

10:30—12:00 pm Morning Breakout Sessions

• Customizing the Benevon Model to Your Nonprofit

• Financial Controls for Every Mission—Expert CPA Financial Panel

• Leveraging Your Impact Using Public Relations and Social Media

• Using Impact Assessments in the Context of Constituents

12:15—2:00 pm Lunch, Annual Meeting, Standards for Excellence® Ceremony,

Prizes & Break with Exhibitors

2:15—3:45 pm Afternoon Breakout Sessions

• Advanced Sponsorship Sales

• Connected Content: Making the Most of Your Media—Online and Off

• Executive Director/CEO Roundtable

• Health Care Reform: What You Need to Know

3:45 pm Adjourn

Keynote Speaker: Terry Axelrod Terry Axelrod, founder and CEO of Benevon, has more than 30 years’ experience in the nonprofit field. She created the Benevon Model in 1996 after serving as the first development director at a private inner-city school. There she designed and implemented the fundraising program that yielded $7.2 million in two years and a significant endowment. Over the past 16 years, Benevon has trained more than 4,000 nonprofit teams to customize this

systematic process for building sustainable funding.

Terry has founded three nonprofit organizations in health care and affordable housing. She realized early in her career that the only path to sustainable funding was to treat donors the way you would treat a close friend or family member, systematically connect donors to the mission of the organization, then involve

and cultivate them until the were clearly ready to give.

Terry is the author of seven books and several DVDs, including her most recent book, The Benevon Model: A Step-by-Step Guide to Getting it Right. Terry’s passion and commitment to the possibility of sustainable funding for all nonprofits drive the

mission of Benevon and each of its programs.

This fast-paced keynote plenary address introduces you to a systemic model for building sustainable funding for your mission. Learn to leave a legacy of passionate lifelong individual donors as you tailor the Benevon Model to your organization. Participants are encouraged to bring other staff, board and volunteers to engage them in this practical and effective

approach.

Terry will address:

• An overview of the Benevon Model, an organic system for building sustainable funding for

the mission of your organization from multiple-year individual donors

• How to implement mission-focused, permission-based fundraising

• How to make your organization more visible in your community

• How to identify and personally cultivate individual donors who are passionate about your

mission

Opening Plenary Session

Keynote Address

Creating Sustainable Funding For Your Nonprofit

Trends in the Sector

Presented By: Kate Dewey, President, The Forbs Fund

Kate will kick off the 2013 PANO Conference with an interactive and informative plenary session addressing current trends in the nonprofit sector. Kate has more than forty years of direct experience with a variety of nonprofit organizations, foundations, public agencies and corporations at

the local, state and national level.

Breakout Sessions Day 1 Diversify and Increase Revenues by Engaging Corporate Sponsors Diversify and Increase Revenues by Engaging Corporate Sponsors Diversify and Increase Revenues by Engaging Corporate Sponsors Diversify and Increase Revenues by Engaging Corporate Sponsors

Presented by: Barbara HarringtonBarbara HarringtonBarbara HarringtonBarbara Harrington, Founder, Sponsorship Network Plus

Understand how any sized nonprofit can identify, entice and secure more sponsors in Pennsylvania’s competitive market. Identify top industries most likely to participate with your organization and, more importantly, what’s in it for them? Entice decision-makers by providing the most desirable benefits. Secure excellent sponsors that bring in dollars and support your organization’s most critical goals. Understand corporate budgets, what door to knock on first, analyze three different sized successful corporate sponsorship programs and learn four time

tested techniques for guiding board members to sponsorship and fundraising success.

Funding What Works: The Role of EvaluationFunding What Works: The Role of EvaluationFunding What Works: The Role of EvaluationFunding What Works: The Role of Evaluation Presented by: Benjamin CohenBenjamin CohenBenjamin CohenBenjamin Cohen, Ph.D., Director of Evaluation, & Thomas RobelThomas RobelThomas RobelThomas Robel, M. Ed., Grants,

Development & Special Projects Manager, Center for Schools & Communities

Showing funders that you are having an impact in your community is very important in these uncertain times. This workshop will explore the fundamentals of evaluation – its purpose, design and implementation. Workshop participants will learn the purpose and value of developing a logic model, choosing methods to successfully measure project activities and outcomes and the importance of collecting and reporting data.

Tips and sample templates will be shared.

Less Talk, More Action: Engaging Board Members to Achieve MissionLess Talk, More Action: Engaging Board Members to Achieve MissionLess Talk, More Action: Engaging Board Members to Achieve MissionLess Talk, More Action: Engaging Board Members to Achieve Mission Presented by: Michael KumerMichael KumerMichael KumerMichael Kumer, Owner, Boards Made To Order, & Tish MoganTish MoganTish MoganTish Mogan,

Standards for Excellence Officer, PANO

When we know what we are supposed to be doing, we can get down to doing it. This is especially true for governing boards in their focus on achieving mission. Then there is the process we implement to get things done and make sure we have the resources needed to ensure the mission is sustainable. This session will focus on the art and science of board/staff

roles, communication, education, engagement and more.

Sustaining Your Nonprofit through GovernmentSustaining Your Nonprofit through GovernmentSustaining Your Nonprofit through GovernmentSustaining Your Nonprofit through Government----Nonprofit Contracting ReformNonprofit Contracting ReformNonprofit Contracting ReformNonprofit Contracting Reform Presented by: Beth BowskyBeth BowskyBeth BowskyBeth Bowsky, Policy Specialist—Government-Nonprofit Contacting, National

Council of Nonprofits

Participants will gain an understanding of how charitable nonprofit providers, both those with contracts as well as those who do not have government contracts, are being adversely impacted by the broken government-nonprofit contracting system; how they can work with PANO to advocate for system reform; and develop steps for moving reform efforts forward by building collaborations with government to remove barriers for a more efficient and effective nonprofit service delivery environment. This workshop will also provide an overview of the Urban Institute’s study findings and highlight how the issues identified affect

all charitable nonprofits, with an emphasis on Pennsylvania charitable nonprofits.

Breakout Sessions Day 2 AM Customizing the Benevon Model to Your NonprofitCustomizing the Benevon Model to Your NonprofitCustomizing the Benevon Model to Your NonprofitCustomizing the Benevon Model to Your Nonprofit

Presented by: Terry Axelrod, Terry Axelrod, Terry Axelrod, Terry Axelrod, Founder and CEO, Benevon

In this interactive session we will address your specific questions about beginning the process of customizing the Benevon Model to your organization, including Point of Entry Events, Ask Events and involving your board. You will learn how to implement mission-focused, permission-based fundraising, how to make your organization more visible in your community and how to identify and cultivate individual donors who are passionate

about your organizations mission.

Financial Controls for Every Mission (CPA Finance Panel)Financial Controls for Every Mission (CPA Finance Panel)Financial Controls for Every Mission (CPA Finance Panel)Financial Controls for Every Mission (CPA Finance Panel) Presented by: Lisa Ritter, Lisa Ritter, Lisa Ritter, Lisa Ritter, CPA, CFE, Partner, Maher Duessel, Bruce Braunewell, Bruce Braunewell, Bruce Braunewell, Bruce Braunewell, CPA, Partner,

CliftonLarsonAllen LLP & Cindy Bergvall Cindy Bergvall Cindy Bergvall Cindy Bergvall CPA, Director, Bee, Bergvall & Co. Doug Berman, Doug Berman, Doug Berman, Doug Berman, CPA,

Partner, Reinsel Kuntz Lesher LLP.

Moderated by: John Nihill, John Nihill, John Nihill, John Nihill, CPA, Director, Elko & Associates

Leveraging Your Impact Using Public Relations and Social MediaLeveraging Your Impact Using Public Relations and Social MediaLeveraging Your Impact Using Public Relations and Social MediaLeveraging Your Impact Using Public Relations and Social Media Presented by: Karen Gross, Karen Gross, Karen Gross, Karen Gross, Director of Marketing, & Rebecca Porterfield, Rebecca Porterfield, Rebecca Porterfield, Rebecca Porterfield, Public Relations

Account Executive, Suasion. Moderated by: Megan KurtzMegan KurtzMegan KurtzMegan Kurtz, , , , VP Client Services, Suasion

This workshop will provide valuable information on how to work with traditional and social media to make your impact known. Learn the proper format for communicating, the best ways to reach journalists and how to make your efforts more effective. Plus, learn how to tie in social media to extend your message and to be more effective in your public relations efforts. Specific

examples/case studies will be shared.

Using Impact Assessments in the Context of ConstituentsUsing Impact Assessments in the Context of ConstituentsUsing Impact Assessments in the Context of ConstituentsUsing Impact Assessments in the Context of Constituents

Presented by: Jordan Pallitto, Jordan Pallitto, Jordan Pallitto, Jordan Pallitto, Senior Consultant, The Hill Group

Organizations, today more than ever, are investing in impact measurement systems and practices. All organizations should consider whether or not they fully understand which outcomes resonate most with their key constituents. In this interactive session, participants will learn the fundamentals of impact assessment, understand how to gauge the needs and wants of constituents, review real case studies of impact assessments, how they’re leveraged

and develop action items for leveraging impact assessment for their organization.

Join a panel of nonprofit finance experts for an interactive discussion that will deliver practical information and advice on preventative steps to manage financial risk. The panel will address appropriate and doable methods for stronger internal controls and fraud prevention. Hear real examples for organizations of all sizes. Take

advantage of this opportunity to have your questions and challenges addressed by experts in nonprofit finance.

Breakout Sessions Day 2 PM

“I truly enjoyed the PANO Annual Conference in April 2012. It was filled with

excellent speakers and breakout sessions on how to tell your story as a nonprofit in

numerous ways to many people. I recommend attending as the four I have attended

were filled with valuable information.”

-Lois Weidner, Development Director, Tri-City Life Center

Advanced Sponsorship SalesAdvanced Sponsorship SalesAdvanced Sponsorship SalesAdvanced Sponsorship Sales

Presented by: Barbra Harrington, Barbra Harrington, Barbra Harrington, Barbra Harrington, Founder, Sponsorship Network Plus

Attend this fast-paced workshop and understand how to streamline your efforts for dramatic results. This program takes a closer look at how corporate sponsorship is evolving from a marketing perspective, as well as, brand new selling strategies required by nonprofits as more marketing and foundation departments collaborate to achieve common objectives. Learn how to grab attention with the latest activation strategies, value benefits and pricing opportunities,

produce post analysis reports and examine case studies with innovative benefits.

Connected Content: Making the Most of Your MediaConnected Content: Making the Most of Your MediaConnected Content: Making the Most of Your MediaConnected Content: Making the Most of Your Media————Online and OffOnline and OffOnline and OffOnline and Off

Presented by: Beth Brodovsky, Beth Brodovsky, Beth Brodovsky, Beth Brodovsky, President, Irish Creative Group Inc.

With new opportunities emerging daily to share your message, content marketing has become one of the most effective means for communication. This program will help you understand all the different types of media that can be used as content — and all the places you can use what you create. You will be surprised at how much you are already doing that can be repurposed, reformatted and republished to connect your audiences more deeply to your organization. In addition, we will discuss how to consciously create media with the goal

of cross marketing.

Executive Director/CEO RoundtableExecutive Director/CEO RoundtableExecutive Director/CEO RoundtableExecutive Director/CEO Roundtable

Presented by: Dr. Bob Whitmore, Dr. Bob Whitmore, Dr. Bob Whitmore, Dr. Bob Whitmore, CEO, Manito Inc. / Owner, The Growth Coach

This session will provide a safe, confidential place where you can share your experiences, challenges and frustrations and get honest feedback. The session will be help you become a better leader, make better decisions and produce better results for your organization. Current issues and sector trends will be addressed. *In order to customize this session, you will be

asked to respond to a few questions from the presenters prior to the conference.

Health Care Reform: What You Need to KnowHealth Care Reform: What You Need to KnowHealth Care Reform: What You Need to KnowHealth Care Reform: What You Need to Know

Presented by: Rick Galardini Rick Galardini Rick Galardini Rick Galardini CEO, & Charles Whitford, Charles Whitford, Charles Whitford, Charles Whitford, Jr., CLU, ChFC, Client Advisor, JRG Advisors

Join Rick Galardini who will help your organization navigate Health Care Reform. This interactive session is designed to highlight key components to Health Care Reform but, more importantly, to provide a resource for sound advice and to answer specific questions related to

your organization.

Standards for Excellence Please join us in congratulating the following organizations for their diligence and determination in becoming certified under PANO’s Standards for Excellence! This celebration will be held at 12:45 pm, Tuesday, April 23.

Newly Certified in 2012—2013

Second Recertification

Catholic Charities of the Diocese

of Pittsburgh

Foresight Vision

Good Samaritan Shelter

Sadler Health Center

This list represents organiza�ons that were

cer�fied under the Pennsylvania Associa�on

of Nonprofit Organiza�ons'’ Standards for

Excellence® from May 2012 through April

Soroptimist International of the

Americas

Real Alternatives

PathStone

EOTC

YWCA of Greater Harrisburg

PANO Standards for Excellence® Certified Organizations

accessAbilities ARC of Chester County Berks Connections CARE for Children Catholic Charities of Greensburg Catholic Charities of the Diocese of Harrisburg PA Inc. Catholic Charities of the Diocese of Pittsburgh Catholic Leadership Institute Center for Independent Living of Central PA Centro Hispano Daniel Torres Community Foundation of Westmoreland County Crossing

The Finish Line Dickinson Mental Health Center Domestic Violence Center of Chester County Easter Seals Eastern Pennsylvania Elk County Council on the Arts Elk County Community Foundation

Employment Opportunities & Training Center of North Eastern PA Forsight Vision Foundation for the PA Medical Society Good Samaritan Shelter Greater Pittsburg Community Food Bank Greater Pittsburg Literacy Council Keystone Opportunity Center Lifeline of Berks County Maternal Child and Health Consortium of Chester County New Hope Ministries PANO PathStone Pearl S Buck International Pennsylvania Family Support Alliance Phoenixville Community Health Foundation Phoenixville Healthcare Access Foundation Pittsburgh Action Against Rape Real Alternatives Sadler Health Center Soroptimist International of the Americas Southwestern PA Human Services Surrey Services for Seniors The Learning Lamp Tri-City Life Center United Methodist Home for Children Inc. United Way of Westmoreland County Ursuline Senior Services Inc. Westmoreland Casemanagement and Supports Westmoreland Community Action Westmoreland County Food Bank Williamson Free School of Mechanical Trades Women's Center & Shelter of Greater Pittsburgh Wyoming Valley Children's Association

YWCA of Greater Harrisburg YWCA of York

] [

I have never attended a PANO conference without being impressed with the smoothness of the conference and the relevance of the presentations. It still surprises me that they always come up with a new theme to improve nonprofit associations. They never fail to impress.

-Tucker Hill, Board President, Center for Independent Living of Central Pennsylvania

2012 PANO Standards for Excellence Certified Organizations From Left: Bill Brickner & Tony Turo—Ursuline Senior Services, Frank Cirone & Lou Beccaria—Phoenixville Community Health Foundation, Janet Mintzer—Pearl s. Buck International , Janetta Green & Tucker Hill—Center for Independent Living of Central PA

First Recertification

Catholic Charities of the Diocese

of Harrisburg, PA, Inc.

Domestic Violence Center of

Chester County

Southwestern PA Human Services

United Methodist Home for

Children, Inc.

Easter Seals Eastern

Pennsylvania

Maternal Child and Health

Consortium of Chester County

Phoenixville Healthcare Access

Foundation

Registration Information Member RatesMember RatesMember RatesMember Rates

Day 1 (Half Day)Day 1 (Half Day)Day 1 (Half Day)Day 1 (Half Day)

Early Bird $75

Regular $95

Day 2 (Full Day)Day 2 (Full Day)Day 2 (Full Day)Day 2 (Full Day)

Early Bird $115

Regular $145

Full ConferenceFull ConferenceFull ConferenceFull Conference

Early Bird $155

Regular $200

Student $99

Nonmember RatesNonmember RatesNonmember RatesNonmember Rates

Day 1 (Half Day)Day 1 (Half Day)Day 1 (Half Day)Day 1 (Half Day)

Early Bird $130

Regular $165

Day 2 (Full Day)Day 2 (Full Day)Day 2 (Full Day)Day 2 (Full Day)

Early Bird $210

Regular $265

Full ConferenceFull ConferenceFull ConferenceFull Conference

Early Bird $290

Regular $365

Student $189

Organization:

Name: Title:

Address:

City: State: Zip Code:

Phone: Fax:

Email:

Do you have any special dietary or accessibility requirements? If so, please list:

Register online at www.pano.org, call 717-236-8584, or complete this registration form and

fax to PANO at 717-236-8767 or mail to: PANO, 2040 Linglestown Rd, Suite 302, Harrisburg, PA 17110

Overnight AccommodationsOvernight AccommodationsOvernight AccommodationsOvernight Accommodations Best Western PremierBest Western PremierBest Western PremierBest Western Premier the Central Hotel & the Central Hotel & the Central Hotel & the Central Hotel &

Conference CenterConference CenterConference CenterConference Center

800 East Park Drive Harrisburg PA 17111800 East Park Drive Harrisburg PA 17111800 East Park Drive Harrisburg PA 17111800 East Park Drive Harrisburg PA 17111

A block of rooms has been reserved at a special rate of $99 for the nights of April 21-23. The cut-off date to reserve a room with the special rate is March 31. To make a reservation call 717-561-2800 and be

sure to ask for the PANO room block rate.

Group Discounts Available: PANO will discount each additional staff or board member's registration fee from the same organization by $10 for Day 1 Only registration, $15 for Day 2 Only registration, and $25 for Full Conference registrations. The first registrant must pay full price .

Breakout Session Day 1Breakout Session Day 1Breakout Session Day 1Breakout Session Day 1

Diversify and Increase Revenue by Engaging Corporate Sponsors

Funding What Works: The Role of Evaluation

Less Talk, More Action: Engaging Board Members to Achieve Mission

Sustaining Your Nonprofit through Government-Nonprofit

Contracting Reform

Breakout Session Day 2 AMBreakout Session Day 2 AMBreakout Session Day 2 AMBreakout Session Day 2 AM

Customizing the Benevon Model to Your Organization

Financial Controls for Every Mission: Expert CPA Nonprofit Finance Panel

Leveraging Your Impact Using Public Relations and Social Media

Using Impact Assessments in the Context of Constituents

Breakout Session Day 2 PMBreakout Session Day 2 PMBreakout Session Day 2 PMBreakout Session Day 2 PM

Advanced Sponsorship Sales

Connected Content: Making the Most of Your Media - Online & Off

Executive Director/CEO Roundtable (E.D.s/CEOs Only)

Health Care Reform: What You Need to Know

Please indicate your breakout session selection below by checking one session from each box.Please indicate your breakout session selection below by checking one session from each box.Please indicate your breakout session selection below by checking one session from each box.Please indicate your breakout session selection below by checking one session from each box. Please print clearly and submit a separate separate separate separate form for each individual attending

Register by Register by Register by Register by April 12 April 12 April 12 April 12 to receive the early bird rate and save 20%to receive the early bird rate and save 20%to receive the early bird rate and save 20%to receive the early bird rate and save 20%