Nonprofit Center Winter 2010 CalendarTriad Leadership in Fundraising Webmapping & Google 101...

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Nonprofit CenterO F M I L W A U K E E , I N C .promoting nonprofit excellence since 1967

TrainingCalendar

The Nonprofit Center presents

Building a GreaterCapacity for Collaboration

in our CommunityThroughout 2010, the Nonprofit Center will feature a series of

learning opportunities to expand the capacity of our community

to collaborate and to help you determine whether collaboration

has the potential to be a profitable strategy for your organization.

Winter calendar offerings include:

Collaborative Grant SeekingWithout Grief Tuesday, February 2 / 9:30 - 11:30 a.m.Collaboration is a major trend in grant seeking. Learn about this

trend and how to move forward with successful collaborations.

See page 9.

Collaboration Defined: One Strategy for Working Together Wednesday, April 21 / 8:30 - 11:30 a.m. Join us for a dialogue about collaboration and leave this work-

shop with a foundational understanding of how successful collab-

orations work and new thinking about collaborative opportuni-

ties for your organization. See page 7.

Watch our website, calendars and e-blasts for learning opportuni-

ties that will increase your understanding of collaboration, build

collaborative skills, identify collaboration best practices, and pro-

vide facilitated networking opportunities that may result in new

thinking about collaboration and increased effectiveness of col-

laboration in our community.

Including Sessions on:

. . . and Many More!

Recruiting Next Generation Leaders

Triad Leadership in Fundraising

Webmapping & Google 101

Transforming Board Governance

2010 Networking Roundtables

See Registration Page for

Discounts for Multiple Registrations

Winter 2010

PLEASE NOTE PAYMENT POLICY

The Nonprofit Center requires full payment along with registration prior to attending a workshop. See registration

sheet for complete registration procedures.

Inclement WeatherNonprofit Center workshops will be cancelled forinclement weather when the Milwaukee Public SchoolSystem is closed as announced by your local newssources.

NEW Date

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A Very Special Thank You to the 2009 Training Faculty Cheryl Ajirotutu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Cultures and Communities Program, UWM

Joyce Altman . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Altman Consulting, LLC

Dennis E. Anderson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MRA - The Management Association

Renee Anderson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .St. John's Communities, Inc.

Bonnie Andrews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Nonprofit Center of Milwaukee

Luis "Tony" Baez . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Council for the Spanish Speaking, Inc.

Michael Barndt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Nonprofit Center of Milwaukee

Jim Bartos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Silver Spring Neighborhood Center

Beth Bauer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Gathering on the Green

Joe Becker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Becker Ritter Funeral Home

Barbara Beckert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Disability Rights Wisconsin

Craig Bodoh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Personal Effectiveness Plus, LLC

Jacqueline Boynton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Boynton Law Offices

Megan Bruzan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Kids Matter Inc.

Jan Buchler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .The Parenting Network

Lora Burback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .WISN-TV/DT

Bev Butula . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Davis & Kuelthau

James Carlson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Bucketworks

James Causey . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Milwaukee Journal Sentinel

Sandra J. Christensen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Cardinal Stritch and Alverno College

Paul Ciardo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Penfield Children's Center

Todd Clausen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Nonprofit Center of Milwaukee

Gerry Coon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .St. Francis Children's Center

Mario Costantini . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .La Lune Collection & Mario Costantini, Ltd.

George Dalton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Founder of NOVO 1 and FISERV

Sylvia Edwards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .United Community Center

Kerry Egdorf . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Fairness Matters

Sue Ela . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Aurora Health Care

Andi Elliott . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Community Advocates

Shirley Ellis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Representative Gwen Moore's Office

Mary Emory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Community Volunteer

Carol Eschner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Interfaith Older Adult Programs

Barb Friedman . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Organize IT

Deborah Fugenschuh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Donors Forum of Wisconsin

Ylonda Glover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Nonprofit Center of Milwaukee

Eloisa Gomez . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Milwaukee County UW- Extension

Debbie Grede . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .DG - Mailing Specialists

Jennifer L. Green . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .CB Richard Ellis-Eastern Division

Anthony Harris . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ALH Enterprises Inc.

Monique Hassman . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Cultures and Communities Program, UWM

Lori Hayes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Next Level Business Training

Christine B. Hill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Nonprofit Consultant

Andrew C. Holman . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .RitzHolman CPAs

Karin Holmberg Werner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Milwaukee Legal Initiative for Nonprofit Corporations (M-LINC)

ReAnn Holmes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Edward Jones

Joan Eklund Jacobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Chrysalis Solutions, LLC

Tasha Jenkins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Fighting Back

Geneva Johnson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Community Volunteer

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Sue Kenealy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .City of Milwaukee

David B. Kern . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Quarles & Brady LLP

Vanessa Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .New Concept Self Development Center

Debbie Knepke . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Nonprofit Center of Milwaukee

Laurel Kupperman . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Center for Deaf & Hard of Hearing

Andrew LaFontain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Rozman Wealth Management

Brian Leibl . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Milwaukee Jewish Federation

Pat Linnane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Consultant

Mavis H. Luther . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .WIPFLI, LLP

Joyce Mallory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Malaika Early Learning Center

Jan Masaoka . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Blue Avocado Nonprofit Magazine

Lynn Miner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Miner and Associates

Jim Moeser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Wisconsin Council on Children & Families

Catherine Han Montoya . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Leadership Conference on Civil Rights

Jennifer Morales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Clean Copy Editorial Services

Sangita Nayak . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Milwaukee 9to5

Joanna Patterson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Alverno College

Helen Pauly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Milwaukee Journal/Sentinel

Steve Percy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .UWM-CUIR

Shawn Perrin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Vision First, LLC

Angela Rester . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Rester & Associates

Ann M. Rieger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Davis & Kuelthau

David Riemer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Community Advocates Public Policy Instittute

Raymond Rivera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .United Community Center

Jeffrey Robb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Premier Investment Consulting, LLC

Steve Robinson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Constant Contact

Michael Roush . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .National Disability Institute, Inc.

Lesley Salas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Boys & Girls Clubs of Greater Milwaukee

Rodney Sanchez . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Nonprofit Center of Milwaukee

Walton O. Schalick III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .The Waisman Center, University of Wisconsin Madison

Brian R. Scharfenberger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Boys & Girls Clubs of Greater Milwaukee

Paul Schmitz . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Public Allies, Inc.

Sean Scullen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Quarles & Brady LLP

Paul M. Senger . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Winter, Kloman, Moter & Repp, S.C.

Deanna Singh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Consultant

Mary Ellen Stanek . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Robert W. Baird & Co.

Rachel Stanton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .RJ Stanton & Associates

Megan Stoelb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Nonprofit Center of Milwaukee

Anthony Taylor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Franklin Energy

John Turner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Milwaukee Environmental Consortium

Melissa Ugland . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Ugland Asociates

Dan Ullrich . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Nonprofit Center of Milwaukee

Susanne Vella . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Nonprofit Center of Milwaukee

Mary I. Voelker . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Consulting on Change

Jane Westreich . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Arthritis Foundation

Julie Whelan Capell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Julie/Ink

Janice Wilberg . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Wilberg Community Planning, LLC

Joe Wilson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Keep Greater Milwaukee Beautiful

Robert Wrenn . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Consultant

Gary Zajc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Hunger Task Force

Calendar

Volunteer Center NetworkingStaff Resistance to Volunteers: Overcoming Obstacles ..................................................Thursday, January 14 9:00 – 10:30 a.m. page 14

Agency Executives Group (AEG)Strategic Alliances with Business .................................Tuesday, January 197:30 – 9:00 a.m. page 11

Reduce Stress and Worry with Mindfulness Meditation...................................Wednesday, January 209:00 – 11:00 a.m. page 12

Managing Your Time.....................................................Thursday, January 219:00 – 11:00 a.m. page 8

Learning Circle for Supervisors ..............Start Date: Tuesday, January 269:00 – 11:00 a.m. page 13

Volunteers: Increasing Student Success.......................Tuesday, January 261:00 – 5:00 p.m. page 13

Planners & Grant Writers RoundtableState of the Philanthropic Environment: 2010 Forecast ..............................................................Wednesday, January 278:30 – 10:30 a.m. page 10

Governance Policy Workshop .....................................Thursday, January 289:00 – 10:30 a.m. page 6

Commercial Real Estate: How It Impacts Your Bottom Line ..............................Thursday, January 2811:00 a.m. – 12:30 p.m. page 11

Collaborative Grant Seeking Without Grief ...............Tuesday, February 29:30 – 11:30 a.m. page 9

Getting Your Proposal Funded: A Program Officer’s View ...............................................Tuesday, February 2Noon – 1:30 p.m. page 9

Resources to Help Your Clients Gain Financial IndependenceFinancial Education from Wells Fargo ...................Wednesday, February 3Noon – 1:30 p.m. page 9

Legal Issues in Managing Volunteers and Protections for Volunteers....................................Thursday, February 49:00 – 10:30 a.m. page 13

Open the Board Room Door: Answer the Call to Serve.................................................Tuesday, February 94:00 – 6:00 p.m. page 13

Google 101: So Much More than a Search Engine ....................Wednesday, February 101:00 – 4:00 p.m. page 8

Agency Executives Group (AEG)Leadership, Collaboration and Stimulus ...................Tuesday, February 167:30 – 9:00 a.m. page 11

Nonprofit Center Orientation/Volunteer Center Orientation .....................................Tuesday, February 16 Noon – 1:30 p.m. page 5

Administrative Support Professionals RoundtableWork Smarter, Not Harder, and Accomplish More..............................................Wednesday, February 179:00 – 10:30 a.m. page 6

Orientation to Starting a Nonprofit:To Be or Not To Be ......................................................Thursday, February 184:00 – 6:00 p.m. page 12

Triad Leadership:How the Best Fundraising Teams Work ...................Thursday, February 184:00 – 6:30 p.m. page 10

Retirement Plans for 501(c)(3) Organizations: Maximizing the Value & Benefits – Minimizing the Costs and Administration................Tuesday, February 2311:00 a.m. – Noon page 11

Become a Project Leader: You Can Lead the Way .....Tuesday, February 234:00 – 6:00 p.m. page 13

Organizational “Action” Plan Skills Training for CDBG Organizations ............................................Thursday, February 259:00 – 11:00 a.m. page 7

MIP Users Group Meeting ................................................Thursday, March 410:00 a.m. – Noon page 8

Recruiting the Next Generation of Leaders: The Changing Landscape ......................................................Friday, March 511:00 a.m. – 2:00 p.m. ................................................................page 12

Sustaining & Growing Your Organization: Business Skills for Today’s Nonprofit ........................Wednesday, March 109:00 – 11:00 a.m. page 12

CUP Grants – Free Information Sessions ......................Monday, March 151:00 – 2:30 p.m. page 11

Agency Executives Group (AEG)Topic TBA ...........................................................................Tuesday, March 167:30 – 9:00 a.m. page 11

Volunteer Center NetworkingBackground Checks for Volunteers: How Much is Enough? ......................................................Tuesday, March 16Noon – 1:30 p.m. page 14

Starting a Nonprofit and Beyond: Legal Issues and Documents..........................................Thursday, March 189:00 a.m. – Noon page 12

CUP Grants – Free Information Sessions ....................Thursday, March 1812:15 – 1:45 p.m. page 11

JANUARY 2010

FEBRUARY 2010

MARCH 2010

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Nonprofit Accounting Group Roundtable Accounting and Reporting Fundraising Dollars & Expenses ...................................Thursday, March 18Noon –1:30 p.m. pages 8-9

Transformative Board Governance..................................Tuesday, March 2311:00 a.m. – 1:00 p.m. page 6

Give Them What They Want – Develop Volunteer Opportunities with Appeal ............Thursday, March 259:00 a.m. – Noon page 14

Webmapping 101: Make Your Own Maps .................Wednesday, March 311:00 – 4:00 p.m. page 8

CUP Grants – Free Information Sessions ...........................Tuesday, April 6 10:00 – 11:30 a.m. page 11

Building Your Board Knowledge......................................Thursday, April 154:00 – 5:30 p.m. page 6

Agency Executives Group (AEG)Servant Leadership: Becoming the Leader for the Times ..................................Tuesday, April 207:30 – 9:00 a.m........................................................................................page 11

Collaboration Defined: One Strategy for Working Together ..............................Wednesday, April 21 8:30 – 11:30 a.m. page 7

Planners & Grant Writers RoundtableFear of Funders.....................................................................Tuesday, April 278:30 – 10:30 a.m. page 10

What to Look for in a Donor Management System..........Tuesday, April 2711:00 a.m. – 12:30 p.m. page 10

Volunteer Center Orientation ........................................Wednesday, April 283:00 – 4:00 p.m. page 14

DATE TO BE ANNOUNCED:

Changing Our EconomyL3C Status: Is It a Benefit or Challenge for Your Nonprofit?

Nonprofit Center Orientation ..............................................Tuesday, May 11Noon – 1:30 p.m page 5

Open the Board Room Door: Answer the Call to Serve..................................................Wednesday, May 124:00 – 6:00 p.m. page 13. Orientation to Starting a Nonprofit:To Be or Not To Be ..............................................................Thursday, May 134:00 – 6:00 p.m. page 12

Agency Executives Group (AEG)Topic TBA ................................................................................Tuesday, May 187:30 – 9:00 a.m. page 11

Administrative Support Professionals RoundtableMaking Our Customers Happy: Ways to WOW ............Wednesday, May 199:00 – 10:30 a.m. page 6

Nonprofit Accounting Group Roundtable Recognizing and Reporting Revenue of Nonprofit Organizations ................................Thursday, May 20Noon – 1:30 p.m. page 9

APRIL 2010

MAY 2010

Looking Ahead

Nonprofit Center Orientation Tuesday, February 16 / Noon - 1:30 p.m.Tuesday, May 11 / Noon - 1:30 p.m.Bring a brown bag. Beverages provided.

Join us over lunch to learn how we can support you inbuilding organizational capacity through the serviceswe provide: Technical Assistance, Consulting, Training,Data Center Services, Volunteer Center Services,

Finance Center, and Jobs That Serve. Nonprofit Centerstaff will be available to answer your questions about ourservices. February session bonus: The last half hour will bedevoted to using volunteermilwaukee.org, the web-based systemfor listing volunteer opportunities and recruiting volunteers.

To sign up, call 414.344.3933 or e-mail [email protected]: YLONDA D. GLOVER, OrganizationalDevelopment Consultant, Nonprofit Center of Milwaukee. Fee: FREE

Administrative Support ProfessionalsRoundtable2010 Dates: February 17, May 19, August 18, October 20 Wednesdays, 9:00 – 10:30 a.m.

Register NOW for the series and SAVE! Series Fee: $90; $60 Nonprofit Center Members andCDBG agency attendees.

Single Session Fee: $30; $20 Nonprofit Center Membersand CDBG agency attendees.

Note: Participants who pay for the year but can’t attend all sessions areinvited to send a colleague (from the same organization) in their placeas refunds are not given for absence at individual roundtable sessionswhen paid for the year.

Facilitator: SUSANNE VELLA, Training Coordinator, Nonprofit Centerof Milwaukee

DATES & TOPICS

February 17: Work Smarter, Not Harder, and Accomplish More

This valuable and lively presentation will be based upon the books"Getting Things Done" by David Allen and "SHED Your Stuff, ChangeYour Life" by Julie Morgenstern. Attendees will learn how to improveproductivity without all the additional stress. Learn how to improvefocus on important tasks, reduce the number of open loops, andincrease efficiency of your task completions.

Presenter: DR. MURALI VEDULA, School of Continuing Education,University of Wisconsin-Milwaukee

Fee: $30; $20 Nonprofit Center Members and CDBG agency attendees.

May 19: Making Our Customers Happy: Ways to WOW Making people feel special and welcome, and helping them get theirneeds met is what you do! Administrative support professionals areoften the first contact customers have with an organization. Don’t missthis valuable opportunity to make a good and lasting first impression.In this session we will focus on solving problems and meeting customerneeds through the use of effective service skills: focusing on the cus-tomer, listening to show understanding, maintaining and enhancingself-esteem, managing complaints versus resolving problems, and main-taining personal responsibility during every interaction. Join us andlearn how to WOW your customers.

Presenter: WANDA J. HARKINS, Regional Membership BankingProgram Manager, Wells Fargo


August 18: To Be AnnouncedFee: $30; $20 Nonprofit Center Members and CDBG agency attendees.

October 20: To Be AnnouncedFee: $30; $20 Nonprofit Center Members and CDBG agency attendees.

Governance Policy Workshop Thursday, January 28 / 9:00 – 10:30 a.m.Will your nonprofit have to fill out the newly revamped IRS Form 990this year for the first time? If so, the new IRS Form 990 asks whetheryour nonprofit has adopted a number of governance policies. Suchpolicies include conflict of interest, document retention, expense reim-bursement, corporate minutes, executive compensation and whistle-blower policies. This workshop will provide model policies that yournonprofit can use and/or adapt so that it can complete its next Form990 and answer “yes” when the IRS asks whether it has such governancepolicies in place.

Presenter: KARIN HOLMBERG WERNER, J.D., Director, MilwaukeeLegal Initiative for Nonprofit Corporations (M-LINC)

Fee: $35; $25 Nonprofit Center members and CDBG agency attendees.

Transformative Board GovernanceTuesday, March 23 / 11:00 a.m.–1:00 p.m. A light lunch will be provided.What is Transformative Governance? It is your commitment to revital-izing the role of your board and establishing a new framework forboard leadership. This session will allow you to engage in breakthroughthinking that embraces emerging trends and developments in boardgovernance. You will learn how to use appreciate inquiry questions,which will give you new ways of thinking about the principles of boarddevelopment and governance. Designed especially for the ExecutiveDirector and the Board President. Come as a team and SAVE!

Presenter: YLONDA D. GLOVER, Organizational DevelopmentConsultant, Nonprofit Center of Milwaukee


Team of Two: $75; $50 Nonprofit Center members and CDBG agencyattendees.

Building Your Board KnowledgeThursday, April 15 / 4:00 – 5:30 p.m.As a current board member, you are responsible for investing yourtime, talents and treasures into the mission of the organization. In thissession you will learn the standard principles of board developmentand governance. You will understand the principles for GoodGovernance and Ethical Practice, examine the roles and responsibilitiesof a Board of Directors, and assess your individual board performance.Designed for newer board members and those who want a refresher onwhat it takes to serve in excellence.


Fee: $35: $25 Nonprofit Center members and CDBG agency attendees.

Triad Leadership: How the Best Fundraising Teams WorkThursday, February 18 / 4:00 – 6:30 p.m.See page 10.

ADMINISTRATIVE SUPPORT BOARD DEVELOPMENT &GOVERNANCE

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All workshops are at the Nonprofit Center2819 West Highland Blvd.unless otherwise noted.www.nonprofitcentermilwaukee.org

�

Recruiting the Next Generation of Leaders:The Changing Landscape Friday, March 5 / 11:00 a.m. – 2:00 p.m.See page 12 for details.

Come and Learn: The Nonprofit Center of Milwaukee invites you tolearn how to connect to the Center’s technical assistance/consulting,training, data center and volunteer services, and to receive trainingspecifically designed for CDBG organizations. These informational sessions will enhance your organizational capacity and are FREE toCDBG organizations.

Organizational “Action” Plan Skills TrainingThursday, February 25 / 9:00 – 11:00 a.m.Free for CDBG Organizations ONLYNeed to develop an annual “action” plan for your organization? Don’tknow where to begin? Do you know the components to a great annualplan? Come, Learn, and Get the Tools necessary to conduct your ownannual plan in-house. During this training we will focus on three com-ponents for a great annual organizational plan. Impact: Are you creat-ing the intended community impact that reflects your mission?Alignment: Are your financial goals/resources in alignment with yourorganizational goals/resources (human and technology capital)? andResults: How do you measure your outcome results to deliver excep-tional service and sustain your organization? At the end of this sessionyou will learn how to align your financial, human capital (staff mem-bers, board, volunteers, etc.) and resources together to enhance yourorganizational capacity.


Fee: FREE

Collaborative GrantSeeking Without GriefTuesday, February 2 / 9:30 – 11:30 a.m.See page 9 for details.

Collaboration Defined: One Strategy for Working TogetherWednesday, April 21 / 8:30 – 11:30 a.m. Location: General Mills, 4625 S. 6th St., Milwaukee 53221Moving any organization forward is particularly challenging whenfunding and resources are scarce. Given the economic climate, how doyou continue serving your clients? Could collaboration help youanswer that question? Could collaboration create opportunities for youor your organization to further support the community? What areupsides? Downsides?

Whether you are a funder or nonprofit or from the private or public

sectors, it’s possible you’ve encouraged others to collaborate or you’vebeen asked to collaborate. But what is collaboration? What does itreally involve? Is it always the answer? The word is used so frequently,it’s sometimes difficult to know!

Join us for a dialogue about collaboration – what it is and isn’t; the differences between collaboration and other “working together” strategies; common motivators and barriers to collaboration; and howto determine when collaboration is and isn’t an appropriate strategy.Leave this workshop with a foundational understanding of how successful collaborations work and possible new thinking about collaborative opportunities for your organization.

Presenters: CHRISTINE HILL, Owner, Collaborative Nature, AdjunctFaculty, UW-Milwaukee, MBA Program, MARGE COMBE, VernalManagement Consultants, LLC


Changing Our EconomyL3C Status: Is It a Benefit or Challenge for Your Nonprofit? TBA: Date, time & panelistsLocation: MCFI Conference Center, 2020 W. Wells St., Milwaukee 53233

According to Americans for Community Development, “it is the for-profit with a nonprofit soul,” so how can your organization benefit? Inthis workshop, you will learn more about the L3C, a low-profit, limitedliability company commonly referred to as a “hybrid of a nonprofit andfor profit organization.” It is a new type of limited liability company(LLC) designed to attract private investments and philanthropic capitalin ventures designed to provide a social benefit to the community.Come and learn how the L3C is changing our nation’s economy. Tosign up, call 414.344.3933 or e-mail [email protected].

Moderator: YLONDA D. GLOVER, Organizational DevelopmentConsultant, Nonprofit Center of Milwaukee

Featured Power Panelists: Lawyers, Government Officials, LocalDonors, Private Investors and Nonprofit Leaders who understand theimportance of Program Related Investments to enhance communityimpact.

Fee: FREE

Co-presented by Milwaukee Center for Independence & the NonprofitCenter of Milwaukee.

CRITICAL ISSUES FORUMS

CDBG TECHNICAL ASSISTANCESESSION

COLLABORATION

NEW Date

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Google 101: So Much More than a Search EngineWednesday, February 10 / 1:00 – 4:00 p.m.It is likely that you use Google's Search engine every day to find thethings you are looking for from Groceries and Hair Salons to gettingdirections to them. But did you know you can use over 30 other FREEGoogle services in place of Microsoft Outlook, Word, Excel and evenyour Receptionist? This workshop will introduce you to the range ofGoogle's online services from Voice to Calendar, Documents and Blogs,and show you how to use them for collaboration and a more efficientoffice!

Presenter: TODD CLAUSEN, Data Center Coordinator, NonprofitCenter of Milwaukee


Webmapping 101: Make Your Own MapsWednesday, March 31 / 1:00 – 4:00 p.m.Mapping has moved to the web along with a host of easy to use map-ping tools. From personalized Google maps to geographically enabledsocial networking sites, map-making has become democratized. In thisworkshop, you will learn about the neighborhoods you serve, how tomap your service areas and examine the effects of distance on yourservices.

Presenter: TODD CLAUSEN, Data Center Coordinator and JEFF ARP,Data Center Specialist, Nonprofit Center of Milwaukee


What to Look for in a Donor Management SystemTuesday April 27 / 11:00 a.m. – 12:30 p.m.See page 10 for details.

Managing Your TimeThursday, January 21 / 9:00 – 11:00 a.m.Come to this powerful and entertaining look at time management tolearn how to get more time in your day. Time management is one ofthe top challenges for most people. There never seems to be enoughtime in the day to accomplish everything. As a result, stress levels riseand the happiness factor diminishes. This workshop is designed toassess your current time management skills, and to strengthen the mostimportant skills, so that you can gain more time in your day, reduceyour stress and assist others to do the same. Bring along your personalcalendar or coordination system that you use to keep yourself organ-ized. Please… be prompt!

Presenter: CRAIG BODOH, Coach, Seminar Leader, Author, PersonalEffectiveness Plus, LLC, www.gainingtime.com


Networking Roundtables provide a forum for nonprofit staff,in particular areas of expertise, to share successes andchallenges, and to keep current on events and technologythat impact their work. Sessions are built around a topic,and may include a guest speaker, small group discussion,

sharing of information and resources, and networking. Join the 2010 Roundtable that is right for you.

Planners & Grant Writers See page 10 for details.

Nonprofit Accounting Group See below for details.

Administrative Support Professionals See page 6 for details.

Bringing Excellence to Nonprofit Financial Accountability

MIP Users Group MeetingThursday, March 4 / 10:00 a.m. – NoonThe MIP Users Group is an excellent way to network with other MIPusers, stay up-to-date on your accounting systems, and discuss tips andresources for resolving problems and increasing accuracy and effective-ness. In this session we will discuss advanced budgeting and reportingtips (entering budgets by a group or range of GL accounts), take adetailed look at Beginning Balance and Current Report Year dates, anddiscuss migration issues to Sage/MIP 11.0. To sign up, call414.344.3933 or e-mail [email protected].

Presenters: ANTHONY HARRIS, ALH Enterprises, Inc. and Andrew C.Holman, Partner, RitzHolman CPAs

Fee: FREE

Nonprofit Accounting Group Roundtable Series2010 Dates: March 18, May 20, July 15, October 21 Thursdays / Noon – 1:30 p.m.

Sponsored by:

Bring a brown bag. Beverages provided.

Register NOW for the series and SAVE!

Series Fee: $90; $60 Nonprofit Center Members and CDBG agencyattendees.

Single Session Fee: $30; $20 Nonprofit Center Members and CDBGagency attendees.


Facilitator: LAUREL KUPPERMAN, CPA, Director of Finance, Center for the Deaf & Hard of Hearing

EMPLOYEE DEVELOPMENT

DATA, INFORMATION SYSTEMS & TECHNOLOGY

NETWORKING ROUNDTABLES

FINANCE CENTER OFFERINGS�

DATES & TOPICS

March 18: Accounting and Reporting Fundraising Dollars & Expenses

Bring a brown bag. Beverages provided.Are you recording and reporting your fundraising revenue andexpenses properly? Are you giving your donors the proper infor-

mation regarding their donations? Are you providing your auditorswith the necessary information to prepare your 990 correctly? Pleasejoin us for a discussion on the accounting and reporting of fundraisingrevenue and expenses on your financial statements and IRS Form 990.

Presented by: WEGNER CPAS & CONSULTANTS


May 20: Recognizing and Reporting Revenue of Nonprofit Organizations

Bring a brown bag. Beverages provided.This presentation will focus on the accounting and reportingrequirements for revenue received by nonprofit organizations.

Included in the discussion will be information about how to determinewhether contributions are properly recognized and reported in theorganization’s financial statements with appropriate classifications ofunrestricted, temporarily restricted, and permanently restricted funds.The discussion will also include information about how to recognizeand report certain transactions that might have a contribution element,such as corporate sponsorships, membership dues, and grant agree-ments.



July 15: Accounting for Donated Materials, Facilities, and Services

Bring a brown bag. Beverages provided.Has your organization been recording donated materials, facilities,and services? Many organizations receive donated materials, facili-

ties, and services but may not know what should be recorded in theorganization’s financial statements. This roundtable will discuss what isrequired to be recorded, what is required to be excluded, and howorganizations should value their donated items.



October 21: Nonprofit Accounting Best PracticesBring a brown bag. Beverages provided.Sharing success stories can only make our organizations strongerand more efficient. This roundtable will highlight best practices

used by nonprofit leaders in the community and will invite participantsto share their best practices from their own organizations. Come pre-pared to share what is working well in your organizations. Examplescould include: allocations and other spreadsheets, contribution trackingmethods, financial statement formats that board members can under-stand, methods of tracking donor restrictions, procedures of gatheringinformation from non-accountants in order to get information intoyour accounting system, etc. Leave this roundtable with new ideas, andtools that will support good management in your organization.

Presenters: NONPROFIT FINANCIAL LEADERS AND YOU!


Collaborative Grant Seeking Without Grief Tuesday, February 2 / 9:30 – 11:30 a.m.

Collaboration is a major trend in grant seeking. In thissession, you will learn about different types of collabora-tion, why two-thirds of all collaborations fail, the crucial

roles of trust and leadership, refining collaborative ideas, pin-pointing essential resources and communication strategies, writ-

ing collaboration agreements, and evaluating collaboration effectiveness.

Presenter: LYNN MINER, Ph.D., Founder and Principal, Miner and Associates, Inc.

Fee: $50; $35 Nonprofit members and CDBG agency attendees.

Getting Your Proposal Funded: A Program Officer’s ViewTuesday February 2 / Noon – 1:30Bring a brown bag. Beverages provided.

How are grant proposals evaluated? How does a foundation pro-fessional decide who gets funding and how much? How does aprogram officer think?

This workshop will help nonprofits understand the grant process fromthe other side: what program officers want in a proposal, how theydecide what and how much to approve, what they know about yourfield and what they do not know. Attendees will learn how to takeadvantage of this knowledge so that they can frame their requests inways that are more likely to get approved, and more likely to help builda long term funding relationship.

Dr. Chris Beem was a program officer for an operating foundation for9 years and served on the board of the Donors Forum of Wisconsin.He has successfully written grants for nonprofits and higher education.Over the course of his career, he has received over 500K in grants.

Presenter: DR. CHRIS BEEM, Consultant

Fee: $15; FREE Nonprofit Center members and CDBG agency attendees.

FUND DEVELOPMENT

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Resources to Help Your Clients GainFinancial IndependenceFinancial Education from Wells Fargo

Wednesday, February 3 / Noon – 1:30 p.m.Lunch will be provided.Please join Wanda Harkins from Wells Fargo and learn about themany different financial education topics Wells Fargo offers includingcredit management, credit and debit cards, creating a budget, talkingto your kids about money, the apartment renting or home buyingprocess, what it takes to start a business, how to protect your identityand much more! Wanda will share successes that she and her teamhave had through working with various nonprofit organizationsthroughout Milwaukee County and how they have been able to helpclients work toward financial independence.

Presenter: WANDA J. HARKINS, Regional Membership BankingProgram Manager, Wells Fargo

Fee: $15; FREE to Nonprofit Center members and CDBG agencyattendees. Must register no later than February 1.

NewDate

Planners & Grant Writers Roundtable2010 Dates: Wednesday, January 27, Tuesday, April 27, Wednesday,July 28, Tuesday, October 198:30 –10:30 a.m.Register NOW for the series and SAVE! Series Fee: $90; $60 Nonprofit Center Members and CDBG agencyattendees.

Single Session Fee: $30; $20 Nonprofit Center Members and CDBGagency attendees.


Facilitators: LESLEY SALAS, Director of Grants & Special Initiatives,Boys & Girls Clubs of Greater Milwaukee and JANICE WILBERG, Ph.D.,Wilberg Community Planning LLC

DATES & TOPICS

Wednesday, January 27: State of the Philanthropic Environment: 2010 ForecastMeet Deborah Fugenschuh, President of The Donors Forum ofWisconsin, a regional association of grant makers serving over 180foundations, with members who hold over $3 billion in foundationassets and contribute over $180 million to nonprofit organizationsannually. Deborah has been instrumental in creating a voice for thenonprofit sector at the state and national level, taking a key leadershiprole in the initiative to promote philanthropy in Wisconsin. Learn tolook beyond the grant application process at the whole picture of rev-enue generation in a rapidly changing philanthropic environment, dis-cuss foundations’ responses to current economic shifts and learn howthe shift may impact foundation giving.

Presenter: DEBORAH FUGENSCHUH, President, The Donors Forum ofWisconsin


Tuesday, April 27: Fear of FundersFunders’ main purpose is to give away money responsibly. In order todo this, they must know what organizations are doing in a given com-munity and the impact of their efforts on local issues. Learn how andwhen to talk to potential funders, communicate constructively withcurrent funders and leave a lasting positive impression after the fundingperiod is over. Such areas as Community Block Grant, federal grantsand local/national foundation funding will be discussed.

Presenters: JENNIFER MORALES, Clean Copy Editing, JANICE WILBERG, Ph.D., Wilberg Community Planning LLC


Wednesday, July 28: Three Hots and Cot… or Not?A panel of planners/grant writers who have been on both sides of theequation – working for themselves vs. being employed full-time by anorganization – will discuss the pros and cons of each option. Find outabout all the resources available to those who decide to strike out ontheir own. Bring your ideas, challenges and expertise to this lively groupdiscussion.


Tuesday, October 19: Thinking Outside the Text BoxHow on-line submissions create a new way of doing things. A panel ofexperienced grant writers will discuss how to master the art of the“1000-character box” on grants online. Topics will include the ins andouts of registration, text space limitations and the formatting adapta-tions required for on-line grant submissions.


Triad Leadership: How the Best Fundraising Teams Work Thursday, February 18 / 4:00 – 6:30 p.m.Manpower, 100 Manpower Place, MilwaukeeThe Executive Director, Board President and Development Director areresponsible for planning, directing and achieving fund raising successin a nonprofit. Their roles are distinct yet interdependent. The interde-pendency of these distinct roles creates the triad of leadership whichcan advance your organization’s fundraising efforts.

Fundraising teams will review the key responsibilities of each leader inthe triad, examine the interdependency of the distinct roles, and learnabout tools that can support advancement and growth. Participantswill validate common challenges and brainstorm solutions to fundrais-ing challenges with peers in like roles. The session concludes with orga-nizational teams identifying three things they will implement togetherback at the organization.

The highlight of this session will be hearing from a nonprofit team thatmodels the “triad of leadership” in action. They will share their experi-ence, and support the peer to peer discussions and organizational teamplanning. This learning experience is designed for fundraising teams toattend together. Note: Teams may vary but should include ExecutiveDirector, Board President or designee, and development director orother designated fund development person. Teams should include aboard director. This workshop is for teams only!

Presenter: SHAWN PERRIN, Principal, VisionFirst, LLC, Guest Team: Executive Leadership Team, Women’s Center of Waukeshafeaturing MARIE KINGSBURY, Executive Director, KEN GENIN,Director of Development and Board Director.

Fee: Team of Three: $165; $115 Nonprofit Center members and CDBGagency attendees. Team of Two: $115; $75 Nonprofit Center membersand CDBG agency attendees.

What to Look for in a Donor Management SystemTuesday April 27 / 11:00 a.m. – 12:30 p.m.

Bring a brown bag. Beverages provided.

Are you bogged down and too busy to figure out where to goand what to do with your donors/contacts? There are many soft-

ware choices, but it takes time to do the research to find which willwork best for your organization. Join Kim Rogne for this non-techni-cal, easy to understand presentation, and walk away with concreteinformation and a better understanding of available options for DonorManagement and what might work best for YOU! You will also get achance to learn about DonorSnap, a locally grown Donor ManagementSystem originally designed for a Milwaukee nonprofit, that is easy touse yet includes a wide range of comprehensive tools and features.

Presenter: KIM ROGNE, DonorSnap


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CUP Grants – Free Information Sessions Monday, March 15 / 1:00 – 2:30 p.m.Thursday, March 18 / 12:15 – 1:45 p.m. Tuesday, April 6 / 10:00 - 11:30 a.m.Community/University Partnership (CUP) Grants support limited-term projects and events that promote activities between UWM and thediverse communities it serves. Any coordinated activity centered on aneducational, cultural or social justice project or event that bringstogether a community group and a university group constitutes an eli-gible partnership project. This informational meeting will provideprospective applicants with step-by-step instructions on how to devel-op a competitive grant. Former CUP recipients will share their success-ful projects. For further information and to register go towww.cc.uwm.edu/cup or call 414.229.1159. Registration required.

Presenters: DR. CHERYL AJIROTUTU, Associate Professor ofAnthropology, Associate Director, Cultures and Communities Programand MONIQUE HASSMAN, Graduate Project Assistant

Fee: FREE

Legal Issues in Managing Volunteers andProtections for VolunteersThursday, February 4 / 9:00 – 10:30 a.m.See page 13 for details.

Retirement Plans for 501(c)(3) Organizations:Maximizing the Value & Benefits –Minimizing the Costs and AdministrationTuesday, February 23 / 11:00 a.m. – Noon

Bring a brown bag. Beverages provided.Learn about five different retirement plan options for 501(c)(3)organizations. Find out how to add additional value to your plan

by updating plan features including rollover options, ROTH savingsprovision and default and automatic enrollment features. Learn how todetermine if you have an OK, good or great retirement plan. Review acompliance checklist to see if your plan is in compliance. Find out howto develop your retirement plan as part of your strategic plan. Discoverhow retirement plan contributions can be less expensive than payincreases. Identify all costs related to maintaining your organization’sretirement plan and learn ways to minimize those costs.

Presenter: PAUL WIERZBA, CEBS, Vice President, RegisteredRepresentative, Mutual of America, Milwaukee Field Office


Agency Executives Group (AEG) The Agency Executives Group of Greater Milwaukee has been servingas a forum for the professional development of executive directors forthe past 39 years through education, support and information sharing.If you are an executive director who wishes to know more about issuesaffecting the nonprofit sector; improve personal skills, knowledge and

professional development; and share concerns and interests with execu-tives of other nonprofit organizations, consider joining AEG now.Eight regular meetings offer wonderful opportunities to network withother professionals. Presentations and roundtable discussions cover abroad range of topics and areas of interest.

2010 AEG MEETING DATES

Tuesdays: January 19, February 16, March 16, April 20, May 18,June 15 (Program Planning Meeting), September 21, October 19,November 16.

TOPICS & SPEAKERS

January 19 - “Strategic Alliances with Business” with BarbaraMarkoff, Collaborative Change Consulting

February 16 - Mayor Tom Barrett on “Leadership, Collaborationand Stimulus”

March 16 - TBA

April 20 - “Servant Leadership: Becoming the Leader for theTimes” Deborah Fugenschuh, Donors Forum of Wisconsin; JimHenderson, Alverno College; Marlene Doerr, Sharp Literacy;JanMarie Lambert, Milwaukee Christian Center

May 18 - TBA 7:30 a.m. Continental Breakfast and Networking; 8:00 - 9:00 a.m. ProgramLocation: American Red Cross, 2600 West Wisconsin Ave. (free parking) Membership Fee: $75.00 covers the cost of 8 meetings; executives canchoose to attend up to two meetings for $15.00 each and then apply thefunds to full membership. Members receive monthly programannouncements and other discounts. Make checks payable to NonprofitCenter c/o AEG.For more information, contact Rodney Sanchez, 414.344.3933, ext. 124or [email protected].

Commercial Real Estate: How It Impacts Your Bottom LineThursday, January 28 / 11:00 a.m. – 12:30 p.m.

Bring a brown bag. Beverages provided.Join us for an open forum to discuss how certain real estate deci-sions are affecting your bottom line. The real estate market is

constantly shifting. Come prepared to discuss your current situation…maybe it can be improved. Should I renew my lease? What deal-pointsshould I be concentrating on in my lease? Should I purchase? Am Imaximizing my space efficiently? Whether you lease or own, this ses-sion will give your organization a crash course on the commercial realestate market today.

Presenter: ANDREW D. STEFANICH, Senior Associate, BrokerageServices, Retail Properties Group, CB Richard Ellis, Eastern Division

Fee: $15; FREE Nonprofit Center members and CDBG agency attendees.LEADERSHIP & MANAGEMENT

HUMAN RESOURCES

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Retirement Plans for 501(c) 3 Organizations: Maximizing the Value & Benefits –Minimizing the Costs and AdministrationTuesday, February 23 / 11:00 a.m. – NoonSee page 11 for details.

Recruiting the Next Generation ofLeaders: The Changing Landscape Friday, March 5 / 11:00 a.m. – 2:00.pm.Location: MCFI Conference Center, 2020 W. Wells St., Milwaukee 53233A light lunch will be served.The Clock Is Ticking…Is Your Nonprofit Ready? Do you include genera-tional thinking in your skill-set for board recruitment? Have you con-sidered how the generation you need to reach gets their information?What have you learned recently from older (younger) workers or vol-unteers? What will Boomers do in their retirement? First, will they retireat sixty or seventy or ever? If they don’t retire “on schedule” what willthe effect be on the GenX and GenY staff? Come and learn from business,nonprofit and civic leaders the six big actions your organization MUSTtake to adapt to this changing landscape. You will leave this panel andgroup discussion prepared to assist your board and/or organizationwith the generational aptitude necessary to handle issues between thegenerations – in particular, Boomers, GenerationX and GenerationY –so you can better serve your clients and achieve your mission.

Generational Moderators: YLONDA D. GLOVER, OrganizationalDevelopment Consultant, Nonprofit Center of Milwaukee & ROBERTPIETRYKOWSKI, Nonprofit Consultant

Featured Power Panelists: Young and Older Nonprofit, Business andCivic asset-based problem solvers and leaders.


Co-presented by Milwaukee Center for Independence and the Nonprofit Center of Milwaukee

Sustaining & Growing Your Organization:Business Skills for Today’s NonprofitWednesday, March 10 / 9:00 – 11:00 a.m.Today’s economy has changed the landscape for how nonprofit organi-zations must operate. Business skills, often associated with the "forprofit" sector are equally critical for nonprofit success. The languagemay be different but the concepts and tools are not. Positioning yourorganization for continued and increased effectiveness includes devel-oping strategic and business plans that reflect your mission, serve as thefoundation for the work of your organization, and direct how the workis organized and success measured. In this workshop you will identifythe key components of developing and monitoring business plans,review nonprofit business plan samples, and discuss the role of businessand strategic plans in maximizing impact, and positive visibility in thecommunity.

Presenter: HONIA B. LEON, President, CEO, HBLT & Associates LLC


Transformative Board GovernanceTuesday, March 23 / 11:00 a.m. – 1:00.pm. See page 6 for details.

Orientation to Starting a Nonprofit: To Be or Not To Be Thursday, February 18 / 4:00 – 6:00 p.m.Thursday, May 13 / 4:00 – 6:00 p.m. This useful orientation will cover some of the basic questions that youmust answer to assess your readiness to start a nonprofit. Readiness willbe measured based on a number of factors including your experience,available finances, intended mission and vision, and access to humanand volunteer resources to support you in the process. We will examinethe importance of financial accountability, board development, fundraising, and developing by-laws. We will use a checklist as a guide toreview “things to be done” when starting a nonprofit organization. Thiscourse is strongly suggested as a prerequisite to “Starting a Nonprofitand Beyond: Legal Issues and Documents.”


Fee: $20.

Starting a Nonprofit and Beyond: Legal Issues and DocumentsThursday, March 18 / 9:00 a.m. – NoonThursday, June 10 / 9:00 a.m. – NoonThis hands-on workshop will take you beyond assessing your readinessto start a nonprofit and guide you through the completion of necessaryforms to become a 501(c)(3). Using a step by step approach, you willlearn how to complete the Articles of Incorporation, Application forEmployer Identification Number-Form SS-4, and the Application forRecognition of Exemption-Form 1023. Using a set of sample by-laws,you will have the opportunity to review and develop specific by-laws foryour nonprofit organization. “Orientation to Starting a Nonprofit” isstrongly suggested as a prerequisite to this class.

Presenter: JACQUELINE BOYNTON, Attorney, Boynton Law Offices


Reduce Stress and Worry with Mindfulness MeditationWednesday, January 20 / 9:00 – 11:00 a.m.Are you working harder with fewer resources? Struggling with difficultco-workers and/or clients? Feeling the pressure of getting all of yourwork done? Wondering how you can stay balanced when it feels likeyour day is unraveling? One solution is the practice of MindfulnessMeditation. Find calm and ease through conscious breathing. Learn tobe present with whatever rises in your life, then respond with clarityand skillfulness through looking deeply. Face the ups and downs ofyour day with an open heart and good humor that rises from a wisdombased on your own experience. No prior meditation experiencerequired. Folks with meditation experience welcome.

Presenter: RODNEY SANCHEZ, Dharma Teacher, and ExecutiveAssistant, Nonprofit Center of Milwaukee.


NONPROFIT SECTOR

STRESS MANAGEMENT

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Learning Circle for Supervisors Start Date: Tuesday, January 26 / 9:00 – 11:00 a.m.Additional meeting dates determined by participants.This learning experience is designed for new and experienced supervisorswho want a peer-directed learning environment that leads to improve-ment and refinement of their supervisory practices. The learning circleis premised on the idea that every member has something to contributeand that every member has something to learn. Learning objectives andtopics are agreed upon by the group members. The schedule of meet-ings is determined by the group at its first meeting. The format of thelearning circle can include presentations, demonstrations, and discus-sions. A distinctive feature of the learning circle is an individual actionplan developed around the application and expected results of newknowledge, skills, and attitudes acquired at each meeting. This LearningCircle will meet 4 times and the fee includes “Supervisors Survival Kit”texbook by authors Goodwin and Griffith.

Facilitators: MARY I. VOELKER, Ph.D., SPHR, Consulting on Changeand LORI SHEETS, HR Director, Wisconsin Community Services


Volunteers: Increasing Student SuccessTuesday, January 26 / 1:00 – 5:00 p.m.Volunteers support education in many ways – they tutor, listen to studentsread, help with homework and in the classroom. Whether volunteersare currently engaged or you want to get something started in yourschool or nonprofit – this session will help! We will cover basic volun-teer management in education, how to recruit volunteers and parents tosupport students' success, and brainstorm solutions to your challenges.AmeriCorps members are encouraged to attend.

Presenter: BONNIE ANDREWS, Volunteer Center, Nonprofit Center ofMilwaukee

Fee: FREE thanks to a VIRE Grant (Volunteer Impact, Retention andExpansion) from Hands On Network. All attendees MUST register byJanuary 21.

Legal Issues in Managing Volunteers andProtections for VolunteersThursday, February 4 / 9:00 – 10:30 a.m.What is a volunteer? Are your staff members volunteers or employees?What laws apply and don’t apply to volunteers? Should you screenpotential volunteers and how? How do you do background checks? Arethere questions you CAN'T ask a volunteer before they get started – anyrestrictions? When and how can a nonprofit organization be held liablefor the negligent acts of its volunteers? Can your volunteers be sued?What procedures can reduce the risk of liability to your volunteers?How do you balance the concern for liability with the increasing needfor volunteers? This workshop will also discuss the federal VolunteerProtection Act, which affords protections to nonprofit agency

volunteers, including volunteer board members, and other state-specificprotections that reduce or guard against volunteer liability.

Presenter: KARIN HOLMBERG WERNER, J.D., Director, MilwaukeeLegal Initiative for Nonprofit Corporations (M-LINC)


Open the Board Room Door: Answer the Call to ServeTuesday, February 9 / 4:00 – 6:00 p.m.Wednesday, May 12 / 4:00 – 6:00 p.m.Thursday, September 30 / 4:00 – 6:00 p.m.You hear about it on the news, from the White House, and at work –volunteering is a great thing to do! Today, as the demand for nonprofitservices increases and budgets are tightened, your help is needed morethan ever. This is the time to act by serving on a nonprofit Board ofDirectors. Learn about the benefits of board service; board duties andresponsibilities, including legal and financial; different types of boards;the role of nonprofits; and questions to ask of yourself and the non-profit organization before joining a board. You will have the opportuni-ty to assess your own personal interests and skills and learn how to takethe next step. Join us and consider whether opening the door to theboard room is right for you. The workshop is intended for people withno previous service on a Board of Directors.

Presenters: Experienced board members will share their experience, andDEBBIE KNEPKE, Corporate & Events Manager, Nonprofit Center ofMilwaukee will facilitate.


Become a Project Leader: You Can Lead the WayTuesday, February 23 / 4:00 – 6:00 p.m.Wednesday, June 2 / 4:00 – 6:00 p.m. Thursday, October 7 / 4:00 – 6:00 p.m. What would make a difference in the lives of people in Milwaukee?There are hundreds of projects, large and small, that would help. Someare well thought out and others are great ideas waiting for a leader toplan the details. Could that person be you? Lead the way! Nonprofitshave many things to accomplish and you can help by leading a projectsuch as a special event, supply drive, client picnics, even renovating ahouse. At this workshop you will learn how to be an effective leader,manage projects and get information about projects you can do inMilwaukee. The workshop is right for current volunteers who wantgreater impact, young professionals, baby boomers and those who wantto use their current skills, and others seeking new skills and connec-tions. Volunteer experience and a commitment to volunteerism arerequired! Time commitment and complexity will vary. Attendees arenot required to lead a project.

Presenters: BONNIE ANDREWS, Volunteer Center Manager and DEBBIE KNEPKE, Corporate and Events Manager, Nonprofit Center ofMilwaukee

Fee: $20; FREE Nonprofit Center Members and CDBG agency attendees.

SUPERVISION

VOLUNTEER CENTER TRAINING

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Give Them What They Want – DevelopVolunteer Opportunities with AppealThursday, March 25 / 9:00 a.m. – NoonThe world is changing – boomers, young professionals, job seekers andObama inspired volunteers are out to change the world. Let’s make surethey start in our organizations! These volunteers are looking for some-thing different from the weekly opportunities that are the mainstay ofmany nonprofits. They may want to use their professional skills in arole more like a consultant; want to lead a project; or take a new per-spective on your cause. This workshop will cover how to design theseopportunities and then attract the right people. There will be time foreach organization to brainstorm and create a new position designed toattract the NEW volunteer.

Presenter: BONNIE ANDREWS, Volunteer Center Manager, NonprofitCenter of Milwaukee


One of the most valuable ways to learn is by sharing information withpeers. The Volunteer Center's Networking Sessions provide an opportu-nity for you to meet and exchange ideas on current topics in volunteermanagement.

Staff Resistance to Volunteers:Overcoming Obstacles Thursday, January 14 / 9:00 – 10:30 a.m.Have you ever recruited volunteers only to have staff discourage them?A supportive staff is one of the keys to building your volunteer programsuccess – but how do you get there? This Networking session will reviewsome reasons why staff can be indifferent to volunteers, as well as tech-niques to help change those attitudes. Attendees will share their successin working with staff and also have time for some problem solving.

Presenter: BONNIE ANDREWS, Volunteer Center Manager, NonprofitCenter of Milwaukee


Background Checks for Volunteers: How Much is Enough? Tuesday, March 16 / Noon – 1:30 p.m.

Bring a brown bag. Beverages provided.A recent national survey shows that most organizations do sometype of background check on their volunteers; however only one

in three will re-screen a volunteer after serving for a specified period oftime. How often should you screen? Who do you “screen out” andhow do you enforce your policy? Come to share your concerns andlearn from your peers.

Presenter: MEGAN STOELB, Program Assistant, Nonprofit Center ofMilwaukee


Learn about the services available through the Volunteer Center andhow to use volunteermilwaukee.org, the web-based system for listingvolunteer opportunities. The first half of the session will cover whatprograms the Volunteer Center has to offer and how to use the websiteas a tool for recruitment including writing, entering, and updatingopportunities. This orientation is for coordinators new to their posi-tions, agencies new to the Volunteer Center, and coordinators that mayneed a refresher.

Nonprofit Center Orientation/Volunteer Center Orientation Tuesday, February 16 / Noon – 1:30 p.m.See page 5 for details on this combined session which includes an ori-entation to the Volunteer Center. One half hour will be devoted tousing volunteermilwaukee.org, the web-based system for listing volun-teer opportunities and recruiting volunteers.

Wednesday, April 28 / 3:00 – 4:00 p.m.Receive one-on-one assistance entering your agency descriptions andopportunities on our website. Bring along your agency mission andopportunity descriptions and use one of the Volunteer Center’s com-puters to get your information posted right away.

Facilitator: MEGAN STOELB, Program Assistant, Nonprofit Center ofMilwaukee

Fee: FREE

VOLUNTEER CENTERORIENTATION PLUS

VOLUNTEER CENTER NETWORKING

All workshops are at the Nonprofit Center2819 West Highland Blvd.unless otherwise noted.www.nonprofitcentermilwaukee.org

VOLUNTEER RECOGNITION MADE EASY

It’s easy to give your volunteers the recognition they deserve.

Plan to attend our annual Volunteer Celebration on Wednesday, April 14th

and bring your volunteers along with you!

We will honor the Inspire by Example Award winners and all thenominees – be sure someone from your organization is includedby nominating an outstanding youth, adult, business or team.

In addition, nominate a board leader for the Fran Swigart BoardLeadership Award and your volunteer manager for the ShirleyWile Volunteer Management Award.

All nomination forms, available at VolunteerMilwaukee.org, aredue February 5, 2010.

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PAYMENT & REGISTRATION

Payment Information

� The Nonprofit Center requires full payment along with registrationprior to attending a workshop. A participant is not registered untilpayment is received. Registration and payment should be made atleast 3 days prior to the workshop.

� Registration and payment may be made via phone, fax or regularmail using check, credit card, cash or voucher.

� If paying by credit card, mail or fax the completed registration form

� If paying by check, please fill out this form and mail with your checkto: Nonprofit Center of Milwaukee, 2819 W. Highland Blvd.,Milwaukee, WI 53208

� If paying with a voucher, the original voucher must be included withyour registration form.

� If registering and paying by phone, have your credit card informa-tion available.

� Registration and payment will be accepted at the door on the day ofa workshop. Bring your payment and completed registration formwith you. IF YOU HAVE NOT REGISTERED AND PAID IN ADVANCE,CALL TO CONFIRM THAT THE WORKSHOP IS BEING HELD ASSCHEDULED AND THAT SPACE IS AVAILABLE.

Phone: 414-344-3933 • Fax: 414-344-7071

Mail: Nonprofit Center of Milwaukee, 2819 W. Highland Blvd.,Milwaukee, WI 53208

Cancellations, Refunds, Credits and Transfers

� The deadline to cancel is 3 business days prior to the workshop.Cancellations made after the deadline are non-refundable. If you areunable to attend, and have not cancelled in advance, you will notreceive a refund or credit.

� For cancellations made prior to the deadline, registrants may choosea refund or apply the amount paid toward a future workshop.

� Refunds or credits will be offered for workshops cancelled by theNonprofit Center.

� Paid workshop registrations may be transferred to another personwithin the same organization upon request.

Inclement Weather

Nonprofit Center workshops will be cancelled for inclement weather whenthe Milwaukee Public School System is closed as announced by your localnews sources.

Winter Discounts �symbols mark workshops that qualify for the winter

training special. Bundle and SAVE $25 on three! Any 3 regis-

trations $200; $125 Nonprofit Center members and CDBG

agency attendees. All three registrations must be submitted

together to receive the discount.

NONPROFIT CENTER OF MILWAUKEE REGISTRATION FORM

REGISTRATION INFORMATION: PLEASE PRINT CLEARLY. USE A SEPARATE FORM FOR EACH PARTICIPANT.

Organization: ___________________________________________________________________________________________________________________________

Street Address: __________________________________________________________________________________________________________________________

City, State, Zip Code: ______________________________________________________________________________________________________________________

PARTICIPANT NAME:______________________________________________POSITION: __________________________________________________________________

E-MAIL:__________________________________________________________________________PHONE WITH AREA CODE:____________________________________

WORKSHOP TITLE:______________________________________________________________________________DATE________________FEE: $ __________________

*RACE_____________________________________________ GENDER � Male � Female

*As a United Way funded agency, we are required to track the race and gender of those we serve. We use this information for outcomes reportingpurposes only.

TOTAL FEES: $____________________ �: Have you considered your discount? See discount options below.

Billing Contact:______________________________________ Indicate Method of Payment: � Check Enclosed � Voucher � Charge to Mastercard/Visa/Discover � Other

Credit Card Number _____________________________________________________________Expiration Date______________________ Customer Code ________________

Name as it appears on credit card: _______________________________________Organization name if it appears on credit card: __________________________________________

Street Address_______________________________________________________City, State, Zip Code:_______________________________________________________

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2819 W. Highland Blvd.Milwaukee, WI 53208-3217414.344.3933 • Fax: 414.344.7071E-mail: [email protected]

www.nonprofitcentermilwaukee.orgwww.volunteermilwaukee.orgwww.jobsthatserve.com

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