Deep-Dive Workshops

Deep-Dive Workshops

Friday, October 2, 2015
9:00 a.m. - 2:00 p.m.

Built to Last: Succession Planning for Sustainable Nonprofits

Tim Wolfred, Author of Managing Executive Transitions: A Guide For Nonprofits

Sponsored by Bank of America

Robust and intentional succession planning prevents organizational chaos when a key leader leaves. It is also essential to the long-term sustainability of a healthy nonprofit. This workshop will cover best practices and provide tools for succession and sustainability planning that are attuned to all kinds of nonprofits regardless of their age or size. Succession planning will be approached from three perspectives -- organizational, executive, and board readiness. After each subtopic is presented, participants will spend time in small group discussions and with exercises. There will be plenty of time for Q&A.

You will learn the five essential elements to long-term organizational sustainability. You’ll leave knowing how to create an emergency succession plan for key leadership positions and how to manage a healthy transition at the point the chief executive departs. Executives will hear about resources for helping them discern when it’s time to leave and for getting over identified barriers to leaving. The do’s and do not’s of grooming a successor will be covered, and we’ll discuss the pros and cons of interim executives. You’ll review succession policies and sustainability plans for boards to adopt and live by in your own planning. Adaptations in succession planning for particularly small nonprofits will also be presented.

The workshop will be interactive and is targeted to boards of directors, executive directors/CEOs, and senior managers. We encourage you to bring a team of board and staff, so that you can take this essential learning back and share it with others in your nonprofit.   

Data Analytics for Greater Impact and Improved Decision Making

Co-Sponsored by IBM Corporation

The Bridgespan Group's recent study, Nonprofit Management Tools and Trends Report 2014, shows the management tools that offer the greatest benefit to nonprofits. Of the 25 tools reviewed, big-data analytics ranked the lowest. But, while only 15 percent of nonprofits surveyed used big-data analytics in 2014, 48 percent intend to use them in the current year.

Join us as we examine data analytics and how nonprofits can obtain and analyze large data sets to generate insights, connections, and patterns for improving their decision making and strengthening their overall impact. Participants will review best practices for implementation and use, what pitfalls to avoid, when to consider if big data analytics is appropriate, and case studies of nonprofits that have used data analytics successfully. You will leave with practical tools and a solid understanding of how to make these tools work for your nonprofit.

This interactive workshop is well-suited to executive directors/CEOs, finance and administrative staff, board members, foundation staff and trustees, and consultants to the nonprofit sector. There will be a particular emphasis on medium and large organizations, though nonprofits of all sizes are sure to benefit.

2015 Legal Update

Dianne Chips Bailey, Attorney, Robinson Bradshaw & Hinson, P.A.; David Heinen, Vice President of Public Policy and Advocacy, N.C. Center for Nonprofits

Sponsored by Robinson Bradshaw & Hinson, P.A.

All nonprofits are required to comply with a wide array of federal and state laws and regulations. This workshop will address many of the most important issues you need to know about federal and state laws that affect nonprofits. You’ll also have an opportunity to ask experts about the compliance issues facing your organization. For board and staff in 501(c)(3) nonprofits, as well as attorneys, CPAs, and consultants. (More details coming soon)