The Basics and Beyond: 2016 Nonprofit Leadership Conference
Monday, November 21, 2016
UMKC Bloch Executive Hall & Student Union, Kansas City, MO
The Midwest Center for Nonprofit Leadership at UMKC and Nonprofit Missouri are hosting their third collaboration of the Nonprofit Leadership conference in Kansas City on the campus of at the University of Missouri - Kansas City (UMKC). The Basics and Beyond: 2016 Nonprofit Leadership Conference is a full-day conference that will be held on Monday, November 21, 2016 from 7:30 a.m. to 5:15 p.m. (7:30 a.m. registration and breakfast, with the Opening Plenary beginning at 8:15 a.m.). The Opening Plenary will be held in the UMKC Student Union, 5100 Cherry Street, Kansas City, Missouri. The rest of the conference will be held, right next door, in the Bloch Executive Hall, 5108 Cherry Street.
The registration fee for the conference is $150 per participant. This conference sold out last year so register soon to assure your spot. Note: there is a special rate of $125 for Nonprofit Missouri and AFP Mid-America Chapter members and $75 for students.
Featured keynote speaker
Jan Masaoka, CEO of the California Association of Nonprofits (CalNonprofits) & Founder of the Blue Avocado
Jan is a leading writer and thinker on nonprofit organizations with particular emphasis on boards of directors, business planning, and the role of nonprofits in society. Her books include Best of the Board Café (Fieldstone), Nonprofit Sustainability: Making Strategic Decisions for Financial Viability, co-author (Jossey Bass) and The Nonprofit's Guide to HR (Nolo Press). Jan founded and through 2015 wrote the Blue Avocado magazine with 64,000 subscribers.
Prior to CalNonprofits and Blue Avocado, she served 14 years as executive director of CompassPoint Nonprofit Services in which position she was named Nonprofit Executive of the Year by Nonprofit Times. She is an eight-time designee as one of the "Fifty Most Influential" people in the nonprofit sector nationwide and was named California Community Leader of the Year by Leadership California. Her volunteer work includes serving as chair of Asian Pacific Islander Wellness Center and founding chair of Community Initiatives; she currently serves on the board of MapLight and on the National Public Policy Committee of Independent Sector.
Note: check back periodically for updates to the schedule.
7:30 a.m. - Registration Opens
Registration, Breakfast & Networking, and Opening Plenary will be held in the UMKC Student Union, 5100 Cherry Street, Kansas City, Missouri. The rest of the conference will be held, right next door, in the Bloch Executive Hall, 5108 Cherry Street.
7:30 a.m.-8:15 a.m. - Breakfast & Networking
8:15 a.m.-9:30 a.m. - Opening Plenary
Nonprofits, Sustainability and the Meaning of Life
Jan Masaoka, CEO of the California Association of Nonprofits (CalNonprofits) & founder of Blue Avocado
9:30 a.m. - Break & Exhibit Market Place
The rest of the conference will be held in the UMKC Bloch Executive Hall, 5108 Cherry Street (right next door to the Student Union).
10:00 a.m.-12:30 p.m. - Morning Sessions
Session A: Understanding and Changing Your Business Model in 60 Minutes
Too often program goals are discussed separately from financial means, although we all know that both must be discussed together. Jan Masaoka will present the methodology for doing so from the book she recently co-authored, Nonprofit Sustainability: Making Strategic Decisions for Financial Viability. The result is a fresh look at choosing the mix of programs, earned income, and donations that will be sustainable for your organization.
Presenter: Jan Masaoka, CEO of the California Association of Nonprofits (CalNonprofits) & founder of Blue Avocado
Session B: Fundraising Presentation and Panel Session
Workshop details coming soon.
Presenter: Diane Marty, founder and principal, Faire Consulting LLC & Tim Sweeny, consultant, Praxis Nonprofit Strategies
Session C: Policy Advocacy Solutions for Nonprofits
Workshop details coming soon.
Presenter: Napoleon Williams III, director of advocacy, Connections to Success
Session D: Pain Free People Management: What Every Leader Needs to Know
Managing people can be your fondest dream or your worst nightmare. When you're wrestling with poor performers, constant conflict, disengagement or other people challenges, it prevents you from mastering the things that matter most. This workshop will help! We'll address some of the most common pain points for people managers and equip you with strategies you can use today to turn things around.
Presenter: Marissa Q. Paine, principal and CEO, The Painefree Coaching & Consulting Group
Session E: Leading Amongst Differences: How to lead and influence effectively when challenged with different personality styles
Whether you are in an official position of leading a team, or in an unofficial leadership position of having to lead without authority, one of the greatest challenges in leadership and influence, is knowing how to accommodate various personality styles. This workshop delves into how to capitalize on your understanding of style differences and enhancing your leadership and influencing effectiveness using the SOCIAL STYLE model. This model is a simple, yet compelling and insightful tool to aid on the journey of leadership effectiveness, enhancing communication, inter-personal skills building, and ultimately, organizational performance. Our style impacts both how we communicate as well as how we learn, work, lead and influence
Presenter: Denise McNerney, CEO & President, iBossWell Inc.
12:30 p.m. - Lunch (pick up boxed lunches proceed to lunch sessions).
12:45 p.m.-2:00 p.m. - Lunch Sessions
Session F: Get Your Board Questions Answered
Informal discussion session and Q and A on all things boards and governance.
Presenter: David Renz, director, Midwest Center for Nonprofit Leadership at UMKC
Session G: The Attorney General, Nonprofits, And Fundraising Law
The Missouri Attorney General's office shares discusses their mission and oversight responsibilities. Topics covered include the top 10 ways to get investigated, how directors and senior leadership can do their jobs most effectively and how to be in compliance with fundraising laws and remain so.
Presenter: Debra L. Snoke-Adams, Missouri Assistant Attorney General, Consumer Protection Division & Bob Carlson, Assistant Attorney General at Missouri Attorney General's Office
Session H: Recruiting Talent? Recognize Value & Right Fit
Whether you are hiring one, or one-hundred employees, this workshop is for you. You will learn to identify the value you are seeking when it comes to recruiting talent (employees and/or volunteers). In addition, you will learn more about the value emerging and mid-career leaders want to add to your organization. Finally, learn to recognize management/leadership gaps and strategize ways to find the right talent fit for your organization.
Presenter: Nicole L. Brueggeman, Washington University, Brown School of Social Work
Session I: Generation: Give
Understanding Generational Diversity
Every one of us is a product of our generation. How we view the world, our resources, our time, even our view of for-profit and non-profit charitable work is influenced by where and when we grew up. Today's nonprofits benefit from the time and talent of five generations: the Silent Generation, Baby Boomers, Gen X, Millennials, and the up-and-coming iGen. This engaging, hands-on presentation will combine relevant generational diversity research with practical, real-world examples to maximize your donor efforts. Realize how different generations respond to different "asks." Become skilled at the best ways to engage your existing donors and to reach new ones.
Presenter: Jennifer Meehan, executive director, Affton Christian Food Pantry
Session J: Role of Advocacy and State Associations
Informal discussion session and Q and A about the role of advocacy and state associations.
Presenters: Barbara Levin, board member, Nonprofit Missouri and Jan Masaoka, CEO of the California Association of Nonprofits (CalNonprofits) & Founder of the Blue Avocado
2:00 p.m. - Break & Exhibit Market Place
2:30 p.m.-5:00 p.m. - Afternoon Sessions
Session K: Courageous Communication: better, bolder branding to get the attention you need
Nonprofits are so afraid of making someone mad or disappointing donors, we tend to not take a stand. This fear of “we don't want to say anything wrong so don't say anything at all” is keeping us from communicating honestly with our supporters. An organization that is confident in its communications will have a specific point of view and stick to it, though praise and criticism. Not that they are immune to feedback, but they take it and make it work for them, without derailing anything. In order to get attention and get and be relevant in today's crowded marketplace, you need to have the courage to have conversations that matter.
Presenter: Maryanne Dersch, Strategist and Resident Extrovert, 501creative
Session L: Fundraising Topics (Two fundraising sessions for the price of one)
UNMASKING...the "ASK" ...Unveiling the Moral Biography of the Donor
Engage in a timely, interactive presentation focuses on unmasking the moral biography of the donor. We have heard over and over about gifting strategies, grant writing, board governance, event planning, etc…so why is the disconnect between the fundraiser and the donor ever-increasing; the donor perceives different starting points for their self-orientation to our ask, yet we continue to push our cause for a quick decision.
The donor see nonprofits as an upside-down negative economy that is about giving, not taking…providing services; not profit and surviving on scarcity in an abundant world. Armed within a 24/7, always connected, 140 character of texts and symbols; donors have openly rejected the traditional methods of donor motivation. The donor is listening less and questioning more, even when you have something great to share…you cannot get beyond their skepticism. The fundraiser begins a relationship when the donor is first identified; more often the relationship declines after the first gift, while your new donor recognizes the relationship at the point of giving the first gift. Whether you meet face-to-face or on Facebook, where does your soul meet your business plan? Are you a persuader or a manipulator? Are you creating shared value and building significance in their lives first?
I will introduce several forward thinking principles on emphatically asking the authentic questions including the principles of the "Fifth Call Bridge", how to utilize the “Equilateral Triangle of Giving”, and discuss the concepts of the "Columbo Generosity Factor" and the "Six Hinges of Donor Fulfillment." This timely dialogue will show you how to prospect where you are welcome, how to remain present when you present, and discover how to open the doors that ignite the reciprocal feeling of hearing your donor "asking" you, "so, how do I give."
The learning outcomes include how to transition and adapt to the donor’s perception that NPOs are an “upside down” entity, a fragile business model operating on scarcity. As philanthropic advisors, we are directly in competition with peers, the press, internet, and professional gatekeepers, today’s PTE(post trust era) donors are asserting the significance of their unique life story; especially their emotional sensitivity on the theme of charitable giving and their archeological taboo on the topic of money.
Learn how to master the personalized “preferral” conversation and core elements of developing “smart trust” with your wealth holders. I will discuss the process of rationally framing the donor’s personal and moral capacity to give and how to reeducate your asking style to unveil, compliment and complete the donor’s telesis.
As a Chartered Advisor in Philanthropy, I have seventeen years of providing value based, cross disciplinary consulting to both for profit and nonprofit wealth holders. Today’s NPOs are in a vicious cycle; actually sitting on the edge of the philanthropic learning curve, struggling year after year to find new, sustainable sources of revenue and ironically stuck in conflicting mission-aligned objectives. I will discuss several forward thinking “buried treasures” that will restructure the way you discern and fulfill the deepest and most intimate fears, dreams, and shifting heritage of your donors. “Let’s just be human with each other for a few minutes...”
Presenter: Bill Regan, ROI Resources L3C
BIG Events: Low Cost, High Yield Marketing
Being a nonprofit doesn't mean that your events shouldn't be able to make BIG profits. This presentation provides nonprofits with the toolkit it takes to market remarkable events--tools that most people assume are only available to organizations with deep pockets, like radio, TV, billboards, posters, and banner advertisements. Whether trying to build a new event or to take an established event to the next level, using this formula of guerrilla marketing, event planning, and sticky ideas turns nonprofits into highly visible money makers.
Presenter: Rob Blevins, Big Brothers Big Sisters of the Ozarks/Springfield Sertoma
Session M: Cultural Communication
We live and work in a nation of diverse backgrounds. This presents many wonderful opportunities as well as potential clashes for nonprofit organizations. A lack of cultural awareness and sensitivity can quickly lead to ineffective program delivery and damaged relationships with clients, volunteers and supporters. This fun, interactive session examines cross-cultural communication and how leaders can navigate differences to be understanding and inclusive.
Presenter: Dan Prater, founder & director, Center for Nonprofit Leadership, Drury University
Session N: Presentation of Financial Statements of Not-for-Profit Entities
Exploring ASU 2016-14, Presentation of Financial Statements of Not-for-Profit Entities. On August 18th, the FASB released the Accounting Standards Update (ASU) affecting Not-for-Profit financial statements that has been in the works for several years. Join RubinBrown's Not-For-Profit experts as we explore the contents of this Standard which is intended to help not-for-profits simplify and improve the face of the financial statements and enhance the disclosures in the notes, providing more relevant information about their resources (and the changes in those resources) to donors, grantors, creditors, and other users.
Continuing Professional Education offered by RubinBrown for attending this session.
CPE Credit: 2 hours, free of charge. Meeting Type: Seminar. Field of Study: Accounting & Auditing. Level of Knowledge: Basic.
Presenter: Sharon Latimer, CPA, partner in RubinBrown's Assurance Services Group and the leader of RubinBrown's Kansas City Not-for-Profit practice and Colleen McDole, CPA, manager in RubinBrown’s Assurance Services Group
Session O: Defining, Measuring, and Improving Impact with Performance Management
In an era of scarce resources and increasing demands for accountability, the ability to articulate, measure, and enhance your organizations'' impact is key to survival. In this workshop, participants will be introduced to an intuitive, six step thought process for designing outcome-focused programs and developing the tools and processes necessary to measure and improve their impact. We'll also discuss the critical role that organizational culture plays in sustaining effectiveness and supporting learning and improvement.
Presenter: Sarah Buek, MSW, LCSW, consultant, Insight Partners Consulting
5:00 p.m. - Conference Close
If your organization is interested in sponsorship opportunities at this year's conference please contact Barbara Levin, Nonprofit Missouri at (314) 935-6661 / firstname.lastname@example.org.
If your organization is interested in exhibiting at this year's conference click here to register and pay (when registering your exhibit online list the main contact person on the form and we will follow up with them to finalize the exhibiting details). Note: if you would prefer to receive an invoice or if you have any exhibiting questions please contact Mark Culver, Midwest Center for Nonprofit Leadership at (816) 235-5720 / email@example.com.
Corporate/Business Exhibitor Rate: $250.00
Nonprofit Exhibitor Rate: $200.00
- 3" x 6" table with 2 chairs.
- Wireless internet access.
- Listing in conference program including your company/organization name, contact information and 50 word description.
- Additional recognition on conference website.
- Raffle opportunity: If you want you can offer a prize to attendees that visit your exhibit table. This is a great way to collect attendees' business cards and draw traffic to your exhibit.
- Contact list of conference participants.
Park on the 5th or 6th level of the UMKC Cherry Street Parking Garage (located at East 50th Street between Oak Street and Cherry Street). We have arranged for campus police not to ticket this area during the event so there is no need to pay the meters at this location. Note: the parking garage is one and half blocks north of the Bloch Executive Hall.
Questions about the conference: Please call 816-235-5720 or firstname.lastname@example.org.
If you need a hotel during your visit we suggest you look at the lodging options at the Country Club Plaza, which is a popular Kansas City entertainment district with a lot of shopping and dining options (just click on the Stay tab for a listing the hotel options (most hotels are about one mile from UMKC's campus). We do not have formal agreements with these hotels but many of the hotels will offer discounted rates when you mention you are coming to UMKC on business. Note: If you need ground transportation during your visit most of the hotels can help arrange shuttle or taxi service.
Full refunds will be given when cancellations are made at least five working days before the first class session. A $50 cancellation fee will be deducted from refunds when notification occurs fewer than five working days before class begins. No refunds will be made after the first session has begun.
If you need a hotel during your visit we suggest you look at the lodging options at the Country Club Plaza, which is a popular Kansas City entertainment district with a lot of shopping and dining options (most hotels are about one mile from UMKC's campus). We do not have formal agreements with these hotels but many of the hotels will offer discounted rates when you mention you are coming to UMKC on business. Note: If you need ground transportation during your visit most of the hotels can help arrange shuttle or taxi service.
Full refunds will be given when cancellations are made at least five working days before the start of the conference. A $50 cancellation fee will be deducted from refunds when notification occurs fewer than five working days before class begins. No refunds will be made after the conference has begun.
We would like to express our appreciation to the Ewing Marion Kauffman Foundation for its support of this conference and other Midwest Center capacity building programs.