Agenda Thursday, April 11, 2013 8:30 a.m. Registration Foyer DE Continental Breakfast Provided Grand Eagle Ballroom Salons D-H 9:00 a.m. Welcome Steve Coen, president and CEO, Kansas Health Foundation Grand Eagle Ballroom Salons D-H Overview Chan Brown, program officer, Kansas Health Foundation Grand Eagle Ballroom Salons D-H 9:15 a.m. Social Media: Moving From Scarcity to Abundance in a Networked World Allison Fine, MPA, Author Grand Eagle Ballroom Salons D-H Allison Fine will discuss social media as a vehicle for catalyzing networks, encouraging collaborative work, facilitating change and strengthening the health of our communities. She will talk about how nonprofit organizations are trying to do too much alone and not working as networks. She will illustrate key points with stories and leave participants with resources for becoming more comfortable with and skilled in using social media to help them meet their goals. 10:00 a.m. Keynote Facilitation Greg Meissen, Ph.D., Wichita State University Department of Psychology; and Tom Wolff, Ph.D., Tom Wolff & Associates Grand Eagle Ballroom Salons D-H This session will feature a facilitated dialogue with Allison Fine to help us think about ways to utilize social media in our own organizations to help encourage and strengthen collaborative work. 10:45 a.m. Active Break Claudia Hohnbaum, MA, RD, LD, Healthy Kids Challenge Grand Eagle Ballroom Salons D-H 11:00 a.m. Civic Leadership for Social Change Ed O’Malley, Kansas Leadership Center Grand Eagle Ballroom Salons D-H 1 Healthy places yield healthy people. Widespread, effective civic leadership in communities is one of the main ingredients of a healthy place because it connects people to each other in positive ways and leads to constructive problem-solving. We believe a key strategy in making Kansas a healthier place to live is by strengthening the influence and effectiveness of leaders in the state. This session will describe efforts to cultivate civic leadership across Kansas in order to make Kansas a healthier place to live. 12:00 p.m. Plated Lunch Redbud 210 B-C 12:45 p.m. Break 1:00 p.m. Breakout Sessions TRACK #1 The Standards for Excellence Institute’s Pass to Excellence: Strengthening Nonprofit Organizations by Embracing Best Practices (two-day Mini-Institute) Amy Coates Madsen, Standards for Excellence Institute, Maryland Nonprofits Osage 207 Nonprofit leaders are fiercely committed to their organization’s missions and the people they serve. They have high expectations for their own personal performance and even higher expectations for their organization’s ability to impact outcomes in their communities. Faced with many competing priorities, nonprofit professionals find themselves seeking ways to strengthen their organization’s management, governance, and operations – without re-inventing the wheel. It serves nonprofits well to not only know the best strategies and practices of nonprofit governance, but to also be able to apply them to their own organizations so that they can work toward greater effectiveness and sustainability. Nonprofit professionals can set their organizations apart by embracing and living by the “Standards of Excellence: An Ethics and Accountability Code for the Nonprofit Sector.” This two-day interactive training program provides organizations with an opportunity to: engage with a set of best practices for nonprofit management and governance as outlined in the Standards of Excellence code and learn about how embracing and living by them can improve effectiveness and sustainability; assess themselves against the benchmarks of the Standards of Excellence code; arm themselves with concrete ways to strengthen the management, governance, and operations of their organizations; and develop a work plan for improvement in the key areas of the Standards of Excellence code. 2 TRACK #2 Skill-building Workshops A. Leadership Opportunities and Challenges (four-hour workshop) Ed O’Malley, Kansas Leadership Center Grand Eagle Ballroom Salons B-C Leadership is essential to fostering social change. This highly participatory and energetic breakout session will use a real-life case study to illustrate several leadership dilemmas faced by nonprofits and how they might be addressed. Participants will leave with concrete ideas for handling leadership challenges. B. Appreciative Leadership: From Innovation to Action Greg Meissen, Ph.D., Wichita State University, and Kevin Bomhoff, MA, LMSW, Wichita State University Center for Community Support and Research Grand Eagle Ballroom Salon D The traditional approach to change is to diagnose problems and find solutions. When we look for problems we generally find and amplify them. Our diagnosis usually involves blaming others and solutions are limited by this narrow focus. The appreciative leader looks instead for what is working well and seeks to build on success. Beyond placing value on this approach, this requires that leaders learn the art of crafting and using powerful questions. This session will introduce the concepts and tools of appreciative inquiry and help participants apply this knowledge to their experience as leaders. Participants will learn basic concepts of appreciative inquiry; understand the “architecture” of building powerful questions; design questions which focus attention, lead to greater insights and create forward movement; link appreciative inquiry to the concept of facilitative leadership; and apply related knowledge and skills to current leadership experiences. C. Building Healthy Communities Through Collaborative Solutions: Introductory Tom Wolff, Ph.D., Tom Wolff & Associates Grand Eagle Ballroom Salon E This workshop is aimed for those in the early years of a coalition or just starting up a new one. We will explore the importance of collaboration and how we can successfully achieve it. Six key principles on what works in seeking collaborative solutions will be presented. Participants will explore their own experiences in coalitions to see what works and what doesn’t. We will focus on core issues for startup, including who to engage, how to engage the grassroots community, and how to retain members. Topics like barriers to a successful startup, coalition structure and designing 3 coalition meetings for success will be explored. The workshop will include hands-on tools. D. Cultural Diversity and Inclusion – Why Now? Tangie Newborn, Immense Business Solutions Grand Eagle Ballroom Salons F-H Nonprofits today are taking on many and more challenges facing our communities like poverty, education, economic survival, and health issues. For years, nonprofits have been trying to find ways to address diversity and inclusion (D&I). True D&I success would mean focusing on changing our attitudes and behavior while embracing the ever-changing society in which we live. So how do we begin to measure the way we think, speak, and feel? How can we really embrace diversity and be more inclusive? How do we measure our success? Participants will learn how other nonprofit leaders have approached these questions and increased their measure of success with their programs, community participation, and fundraising efforts. This session will discuss the importance of embracing diversity and inclusion and why it is still relevant in today’s workplace and governance; getting beyond the numbers, diversity statements and focusing on changing attitudes and behavior; overcoming challenges with diversity and inclusion programs; and, measuring success and growing that success through fundraising, stakeholder support, and more. E. Social Enterprise Jean Block, Jean Block Consulting, Inc. Chisholm-Stimson Trail Rooms It’s no secret that many nonprofits are struggling with reductions in revenue from traditional funding sources. Many savvy organizations across the country are learning to diversify their revenue through social enterprise, or earned income. This fast paced workshop will explain what social enterprise is and what it isn’t, dispel common myths about social enterprise and ‘walk’ participants through the seven key steps required to develop a successful social enterprise. The workshop is taught by a nonprofit consultant with more than 45 years of nonprofit leadership experience, including 10 years specializing in leading nonprofits in the process of social enterprise. F. Advocacy for Nonprofits Nayantara Mehta, MA, JD, Alliance for Justice Birch Room 203 This workshop will explain the laws governing 501(c)(3) lobbying including discussions of the 501(h) election, the lobbying limits under 501(h) and under the Insubstantial Part Test, definitions of direct and grassroots 4 lobbying, and the application of these ballot measure activities. The session will also include an explanation of the exceptions to the definition of lobbying and a review of various lobbying examples. G. How to Raise $50,000 in Six Weeks Kim Klein, Klein and Roth Consulting Cypress Ballroom 209A Many organizations find that short intensive campaigns focused on a specific goal are the best way to mobilize volunteers and board members, and least likely to burn out your most reliable fundraising volunteers. In this fast paced workshop, Kim Klein will discuss the steps involved in doing a campaign like this and provide some examples of organizations that have done these campaigns successfully. The workshop is very practical and down to earth. Any organization, even ones with little or no staff, can do these campaigns and may find they replace their annual fund with a series of intensive bursts. H. Manage Conflict so it Doesn’t Manage You - Innovative Strategies for Increased Effectiveness and Improved Quality of Work Life Ben Adkins, Adkins & Associates Cypress Ballroom 209B A healthy organization is one in which individuals experience mental and social well-being. When conflicts go unmanaged the health of your organization is always less than optimal. Morale, motivation and quality of work-life are adversely affected. Unmanaged organizational conflicts have a high cost. These costs include time wasted dealing with conflict, decreased quality of decision making, loss of cooperation and teamwork, losing employees and volunteers, poor customer service, and increased complaints, grievances and lawsuits. The good news is there is a solution. In this session you will learn: How to strategically manage conflict rather than blindly react to it; How to create win/win/win outcomes from conflicts; and how to develop a healthy organizational culture of trust and cooperation. I. Creating and Sharing Social Media Content – An Effective, Efficient and Intelligent Approach Ben Smith, Social IRL Redbud Ballroom 210A A key goal for many organizations in using the social web is to share content. Whether to promote brand awareness or drive direct action, the right content shared in the right way, can have a powerful impact. But many organizations struggle in getting results - their content simply doesn't gain traction online. During this two hour workshop session, attendees will learn about key trends affecting how content is being shared via social networks, and how to adapt their content to take advantage of those 5 trends and maximize potential reach. Attendees will also learn techniques for developing an effective, efficient and intelligence-based approach to content sharing, and identifying potential brand advocates who can help serve as online ambassadors. 2:50 p.m. Break 3:10 p.m. Breakout Sessions TRACK #1 The Standards for Excellence Institute’s Pass to Excellence: Strengthening Nonprofit Organizations by Embracing Best Practices (two-day Mini-Institute continued) Amy Coates Madsen, Standards for Excellence Institute, Maryland Nonprofits Osage 207 Nonprofit leaders are fiercely committed to their organization’s missions and the people they serve. They have high expectations for their own personal performance and even higher expectations for their organization’s ability to impact outcomes in their communities. Faced with many competing priorities, nonprofit professionals find themselves seeking ways to strengthen their organization’s management, governance, and operations – without re-inventing the wheel. It serves nonprofits well to not only know the best strategies and practices of nonprofit governance, but to also be able to apply them to their own organizations so that they can work toward greater effectiveness and sustainability. Nonprofit professionals can set their organizations apart by embracing and living by the “Standards of Excellence: An Ethics and Accountability Code for the Nonprofit Sector.” This two-day interactive training program provides organizations with an opportunity to: engage with a set of best practices for nonprofit management and governance as outlined in the Standards of Excellence code and learn about how embracing and living by them can improve effectiveness and sustainability; assess themselves against the benchmarks of the Standards of Excellence code; arm themselves with concrete ways to strengthen the management, governance, and operations of their organizations; and develop a work plan for improvement in the key areas of the Standards of Excellence code. TRACK #2 Skill-building Workshops A. Leadership Opportunities and Challenges (four-hour workshop continued) Ed O’Malley, Kansas Leadership Center Grand Eagle Ballroom Salons B-C Leadership is essential to fostering social change. This highly participatory and energetic breakout session will use a real-life case study to illustrate several leadership dilemmas faced by nonprofits and how they might be 6 addressed. Participants will leave with concrete ideas for handling leadership challenges. B. Appreciative Leadership: From Innovation to Action Greg Meissen, Ph.D., Wichita State University, and Kevin Bomhoff, MA, LMSW, Wichita State University Center for Community Support and Research Grand Eagle Ballroom Salon D The traditional approach to change is to diagnose problems and find solutions. When we look for problems we generally find and amplify them. Our diagnosis usually involves blaming others and solutions are limited by this narrow focus. The appreciative leader looks instead for what is working well and seeks to build on success. Beyond placing value on this approach, this requires that leaders learn the art of crafting and using powerful questions. This session will introduce the concepts and tools of appreciative inquiry and help participants apply this knowledge to their experience as leaders. Participants will learn basic concepts of appreciative inquiry; understand the “architecture” of building powerful questions; design questions which focus attention, lead to greater insights and create forward movement; link appreciative inquiry to the concept of facilitative leadership; and apply related knowledge and skills to current leadership experiences. C. Building Healthy Communities Through Collaborative Solutions: Advanced Tom Wolff, Ph.D., Tom Wolff & Associates Grand Eagle Ballroom Salon E The workshop is aimed at those who have been involved in coalition building for a few years and no longer feel they are beginners. We will explore the six key principles that affect a coalition’s capacity to create change through collaborative solutions. Participants will explore their own experiences in coalitions to see what works and what doesn’t. We will focus on member retention, managing coalition meetings for success, handling conflict, and barriers to success will be discussed. Finally we will explore how to keep collaborative efforts community-based and sustainable. Workshop will include hands on tools. D. Cultural Diversity and Inclusion Tangie Newborn, Immense Business Solutions Grand Eagle Ballroom Salons F-H Nonprofits today are taking on many and more challenges facing our communities like poverty, education, economic survival, and health issues. For years, nonprofits have been trying to find ways to address diversity and inclusion (D&I). True D&I success would mean focusing on changing our attitudes and behavior while embracing the ever-changing 7 society in which we live. So how do we begin to measure the way we think, speak, and feel? How can we really embrace diversity and be more inclusive? How do we measure our success? Participants will learn how other nonprofit leaders have approached these questions and increased their measure of success with their programs, community participation, and fundraising efforts. This session will discuss the importance of embracing diversity and inclusion and why it is still relevant in today’s workplace and governance; getting beyond the numbers, diversity statements and focusing on changing attitudes and behavior; overcoming challenges with diversity and inclusion programs; and, measuring success and growing that success through fundraising, stakeholder support, and more. E. Social Enterprise Jean Block, Jean Block Consulting, Inc. Chisholm-Stimson Trail Rooms It’s no secret that many nonprofits are struggling with reductions in revenue from traditional funding sources. Many savvy organizations across the country are learning to diversify their revenue through social enterprise, or earned income. This fast paced workshop will explain what social enterprise is and what it isn’t, dispel common myths about social enterprise and ‘walk’ participants through the seven key steps required to develop a successful social enterprise. The workshop is taught by a nonprofit consultant with more than 45 years of nonprofit leadership experience, including 10 years specializing in leading nonprofits in the process of social enterprise. F. Advocacy for Nonprofits Nayantara Mehta, MA, JD, Alliance for Justice Birch Room 203 This workshop will explain the laws governing 501(c)(3) lobbying including discussions of the 501(h) election, the lobbying limits under 501(h) and under the Insubstantial Part Test, definitions of direct and grassroots lobbying, and the application of these ballot measure activities. The session will also include an explanation of the exceptions to the definition of lobbying and a review of various lobbying examples. G. How Small Groups Raise Big Money: Capital Campaigns for Grassroots Organizations Kim Klein, Klein and Roth Consulting Cypress Ballroom 209A Have you ever thought, "If only we could buy a building." or "If only we could get a van?" or, "If only we could set aside some money in an endowment?" In this workshop, you will learn how even small organizations 8 can plan and implement capital campaigns, and look at some examples of grassroots organizations which raised $1 million or more. H. Manage Conflict so it Doesn’t Manage You - Innovative Strategies for Increased Effectiveness and Improved Quality of Work Life Ben Adkins, Adkins & Associates Cypress Ballroom 209B A healthy organization is one in which individuals experience mental and social well-being. When conflicts go unmanaged the health of your organization is always less than optimal. Morale, motivation and quality of work-life are adversely affected. Unmanaged organizational conflicts have a high cost. These costs include time wasted dealing with conflict, decreased quality of decision making, loss of cooperation and teamwork, losing employees and volunteers, poor customer service, and increased complaints, grievances and lawsuits. The good news is there is a solution. In this session you will learn: How to strategically manage conflict rather than blindly react to it; How to create win/win/win outcomes from conflicts; and how to develop a healthy organizational culture of trust and cooperation. I. Creating and Sharing Social Media Content – An Effective, Efficient and Intelligent Approach Ben Smith, Social IRL Redbud Ballroom 210A A key goal for many organizations in using the social web is to share content. Whether to promote brand awareness or drive direct action, the right content shared in the right way, can have a powerful impact. But many organizations struggle in getting results - their content simply doesn't gain traction online. During this two hour workshop session, attendees will learn about key trends affecting how content is being shared via social networks, and how to adapt their content to take advantage of those trends and maximize potential reach. Attendees will also learn techniques for developing an effective, efficient and intelligence-based approach to content sharing, and identifying potential brand advocates who can help serve as online ambassadors. 5:00 p.m. Adjourn 5:30 p.m. Walk About: Explore How Environments Support Healthy and Unhealthy Behaviors Mim McKenzie, Elizabeth Ablah, Ph.D., MPH, Sonja Armbruster, & Kim Neufeld Get moving in an approximately one mile walk audit to examine how community environments impact health. Consider how sidewalks, 9 marketing, and the location of retail stores, restaurants, and businesses influence our ability to engage in healthy behaviors such as eating healthy foods, being active and not smoking. Engage in an active participatory process and learn strategies you can use in your community to identify environments that support healthy behaviors and those that need to be improved to help make healthier choices easier in your community. Please dress for the weather and wear comfortable shoes. One of the two routes will be wheelchair accessible for those with limited mobility. This activity is limited to 25 people for each of the two routes. Meet at the registration desk (first floor of the conference center). Friday, April 12, 2013 7:00 a.m. Continental Breakfast Provided Redbud Ballroom 210 B-C 8:00 a.m. Smart Moves Claudia Hohnbaum, MA, RD, LD, Healthy Kids Challenge Redbud Ballroom 210 B-C 8:30 a.m. Breakout Sessions TRACK #1 The Standards for Excellence Institute’s Pass to Excellence: Strengthening Nonprofit Organizations by Embracing Best Practices (two-day Mini-Institute continued) Amy Coates Madsen, Standards for Excellence Institute, Maryland Nonprofits Osage 207 Nonprofit leaders are fiercely committed to their organization’s missions and the people they serve. They have high expectations for their own personal performance and even higher expectations for their organization’s ability to impact outcomes in their communities. Faced with many competing priorities, nonprofit professionals find themselves seeking ways to strengthen their organization’s management, governance, and operations – without re-inventing the wheel. It serves nonprofits well to not only know the best strategies and practices of nonprofit governance, but to also be able to apply them to their own organizations so that they can work toward greater effectiveness and sustainability. Nonprofit professionals can set their organizations apart by embracing and living by the “Standards of Excellence: An Ethics and Accountability Code for the Nonprofit Sector.” This two-day interactive training program provides organizations with an opportunity to: engage with a set of best practices for nonprofit management and governance as outlined in the Standards of Excellence code and learn about how embracing and living by them can improve effectiveness and sustainability; assess themselves against the benchmarks of the Standards of Excellence code; arm themselves 10 with concrete ways to strengthen the management, governance, and operations of their organizations; and develop a work plan for improvement in the key areas of the Standards of Excellence code. TRACK #2 Skill-building Workshops A. Top 10 Risks Facing Nonprofit Organizations Melanie Lockwood Herman, JD, Nonprofit Risk Management Center Grand Eagle Ballroom Salons B-C This workshop begins with a “tour” of top risks facing nonprofit organizations. The program continues with practical suggestions for uncovering risks in your nonprofit and managing what you find. Learn how to think broadly about risk, consider filters and other influences that shape your perspective on risk, and identify cost–effective, practical steps to protect the safety of your agency’s mission, “brand,” programs, financial assets and personnel. B. Building a Better Board Dierdre Maloney, MPA, Momentum LLC Grand Eagle Ballroom Salon D Want a better board experience? One that builds and sustains energy, serves the organization’s goals and is a fulfilling and meaningful endeavor for all involved? It’s possible – but it doesn’t happen by accident. Successful boards need to be developed and sustained over time, requiring strategic thought and ongoing, focused commitment. This session presents ideas, strategies and tips on creating a better future for both the organization and the board members through a solid, intentional and integrated board plan. Topics include board recruitment and succession, orientation, education, evaluation and appreciation. C. Leveraging Volunteer Talent for Organizational Change Beth Steinhorn, JFFixler & Associates Grand Eagle Ballroom Salon E According to ancient philosophers, “Change is the only constant.” Certainly, during the past five years, organizations have faced new and changing economics, demographics, and service demands that are challenging organizations to be different in order to survive and thrive. In this workshop, explore how today’s volunteers can be engaged as leaders and partners in change initiatives. Discover how to leverage the entrepreneurial spirit of today’s volunteers to help you pilot new initiatives and measure success. You will receive tools to help you develop new roles for volunteers, select projects, develop work plans, support volunteer/staff teams, and measure progress and success. In these challenging times, volunteer talent is one of your greatest assets. Through this workshop, you 11 will learn strategies to harness that asset more fully. D. Three Essential Questions: Strategic Communications for Non-Profits Vera Bothner, Bothner & Bradley, Inc. Grand Eagle Ballroom Salons F-H Before you tweet or blog again; before you hit send on your organization’s latest newsletter or drop your annual report off at the post office, and certainly before you gather a group of volunteers or advocates, have you asked yourself and your team three essential questions? These questions will serve as your organization’s navigation system guiding how your organization interacts with audiences and stakeholders. It’s strategic communication planning for busy non-profits because the fewer the resources, the more communications has to count. E. Claim Success! Evaluating Small Scale for Realistic Outcomes Jarod Raynor, MS, TCC Group Chisholm-Stimson Trail Rooms This interactive workshop will cover the basics of evaluation, grounded in real-life practicality. The session will lay out the basic steps in any evaluation and help participants think through how to articulate their program in evaluable ways that allow for realistic outcomes reporting. Topics will include program articulation using logic models, use of literature reviews to make the long-term outcome leap, and basic metrics development to identify what works, for whom and under what conditions. F. Leadership Transitions Scott Wituk, Wichita State University Center for Community Support and Research and Judy Frick, Wichita State University Center for Community Support Birch Room 203 Many would argue that leadership is the most critical factor that distinguishes successful nonprofit organizations from those that are not successful. Nonprofit organizations, and their funders, have a tremendous investment in developing the leadership and management skills of key organizational staff. Unfortunately, often these investments are directed solely toward CURRENT key organizational staff and not in preparing for the organizations’ NEXT generation of leadership. While transitions in key leadership positions will literally happen in every organization, many are illprepared. These leadership transitions can put the nonprofit organization at serious risk. Investments made can be lost as organizations struggle after leadership transitions. Leadership transitions are also likely to occur at a higher frequency in the coming years as baby-boomers plan for retirement. Fortunately, there are a number of organizational tools and procedures that nonprofit organizations can use to prepare for any 12 leadership transition – from a few months to permanent. Facilitated by staff from the Center for Community Support & Research at Wichita State University, the current workshop will introduce several topics, including: (a) exploring why nonprofit organizations need to prepare for leadership transitions, (b) reviewing a template emergency leadership transition plan, and (c) discussing steps nonprofit organizations can take to more fully prepare for leadership transitions. G. Bridging the Generation Gap DeAnn Sullivan, PMP, Wichita State University Center for Management Development Oak Room 206 There is a serious new problem in the workplace, and it has nothing to do with downsizing, global competition, pointy-haired bosses, stress or greed. Instead, it is the problem of distinct generations – the Veterans, the Baby Boomers, Gen X and Gen Y – working together and often colliding as their paths cross. Individuals with different values, different ideas, different ways of getting things done and different ways of communicating in the workplace have always existed. So, why is this becoming a problem now? This session will discuss: how and why the generations are so different; dealing with the challenges and capturing benefits; hiring, motivating and managing; and why one size doesn’t fit all. H. Leading Teams to High Performance Don Hackett, Ph.D., Wichita State University Center for Management Development Cypress Ballroom 210A This session is designed to give you tools to improve the effectiveness of team-based work environments. You will gain skills that will enhance your understanding of team dynamics and equip you with useful methods to improve the performance of your team. We will discuss team dynamics, benefits and limitations of teams and barriers to effective team development. I. Emotional Intelligence Dotty Harpool, MBA, Wichita State University Center for Management Development Cypress Ballroom 210B Building strong, cohesive working relationships is an important part to maintaining an efficient and productive workplace. Building, strengthening and managing your emotions is an important component in developing better interaction and success on the job. This presentation will give you tools to enhance the way you work, communicate and build cooperative networks in the workplace. 13 J. The Essentials of Grantwriting K. James Kallail, Ph.D., KU School of Medicine-Wichita Dept. of Internal Medicine Redbud Ballroom 210A This session describes the essential tasks of writing successful grants. Two basic components are involved: the essentials of granting and the essentials of writing. The essentials of granting focus on meeting the needs of the grant makers. It includes finding appropriate grant makers, understanding application guidelines, and building relationships with funders. The essentials of writing focus on the technical skills of putting together a successful grant. It includes strategies to highlight proposed projects, budgeting, and technical writing skills. 10:20 a.m. Break 10:30 a.m. Breakout Sessions TRACK #1 The Standards for Excellence Institute’s Pass to Excellence: Strengthening Nonprofit Organizations by Embracing Best Practices (two-day Mini-Institute continued) Amy Coates Madsen, Standards for Excellence Institute, Maryland Nonprofits Osage 207 Nonprofit leaders are fiercely committed to their organization’s missions and the people they serve. They have high expectations for their own personal performance and even higher expectations for their organization’s ability to impact outcomes in their communities. Faced with many competing priorities, nonprofit professionals find themselves seeking ways to strengthen their organization’s management, governance, and operations – without re-inventing the wheel. It serves nonprofits well to not only know the best strategies and practices of nonprofit governance, but to also be able to apply them to their own organizations so that they can work toward greater effectiveness and sustainability. Nonprofit professionals can set their organizations apart by embracing and living by the “Standards of Excellence: An Ethics and Accountability Code for the Nonprofit Sector.” This two-day interactive training program provides organizations with an opportunity to: engage with a set of best practices for nonprofit management and governance as outlined in the Standards of Excellence code and learn about how embracing and living by them can improve effectiveness and sustainability; assess themselves against the benchmarks of the Standards of Excellence code; arm themselves with concrete ways to strengthen the management, governance, and operations of their organizations; and develop a work plan for improvement in the key areas of the Standards of Excellence code. 14 15 TRACK #2 Skill-building Workshops A. Financial Risk Management: Show Me the Money Melanie Lockwood Herman, JD, Nonprofit Risk Management Center Grand Eagle Ballroom Salons B-C Most nonprofit leaders recognize that managing finance–related risks is an important responsibility. And many are aware of the big risks they face, including loss of a major funding source, penalties for non–compliance with regulatory requirements at the like. What’s lacking in many nonprofit board rooms and executive offices is confidence about whether the organization has its bases “covered.” This workshop outlines an approach to identifying key finance–related risks and practical steps to fill the gaps. Most importantly, this program offers strategies for inspiring confidence among the nonprofit’s top leaders that the organization’s “house” is indeed in order. B. Building a Better Board Dierdre Maloney, MPA, Momentum LLC Grand Eagle Ballroom Salon D Want a better board experience? One that builds and sustains energy, serves the organization’s goals and is a fulfilling and meaningful endeavor for all involved? It’s possible – but it doesn’t happen by accident. Successful boards need to be developed and sustained over time, requiring strategic thought and ongoing, focused commitment. This session presents ideas, strategies and tips on creating a better future for both the organization and the board members through a solid, intentional and integrated board plan. Topics include board recruitment and succession, orientation, education, evaluation and appreciation. C. Managing Age Diversity in the Volunteer Workplace Beth Steinhorn, JFFixler & Associates Grand Eagle Ballroom Salon E For the first time in American history, we have four different generations working and volunteering side by side. While all four generations experience the same life stages, we don’t approach them the same way. In this workshop, discover the key characteristics of these four generations of volunteers and explore new strategies for making the most out of age diversity. What motivates each generation? What types of recognition resonate with each generation? What strategies can you put in place to avoid conflict between volunteer generations? You will leave this workshop with tools you can begin to use immediately to help bridge the work place generation gap and focus more on harnessing the talents of these skilled volunteers. 16 D. Three Essential Questions: Strategic Communications for Non-Profits Vera Bothner, Bothner & Bradley, Inc. Grand Eagle Ballroom Salons F-H Before you tweet or blog again; before you hit send on your organization’s latest newsletter or drop your annual report off at the post office, and certainly before you gather a group of volunteers or advocates, have you asked yourself and your team three essential questions? These questions will serve as your organization’s navigation system guiding how your organization interacts with audiences and stakeholders. It’s strategic communication planning for busy non-profits because the fewer the resources, the more communications has to count. E. Claim Success! Evaluating Small Scale for Realistic Outcomes Jarod Raynor, MS, TCC Group Chisholm-Stimson Trail Rooms This interactive workshop will cover the basics of evaluation, grounded in real-life practicality. The session will lay out the basic steps in any evaluation and help participants think through how to articulate their program in evaluable ways that allow for realistic outcomes reporting. Topics will include program articulation using logic models, use of literature reviews to make the long-term outcome leap, and basic metrics development to identify what works, for whom and under what conditions. F. Leadership Transitions Scott Wituk, Wichita State University Center for Community Support and Research and Judy Frick, Wichita State University Center for Community Support Birch Room 203 Many would argue that leadership is the most critical factor that distinguishes successful nonprofit organizations from those that are not successful. Nonprofit organizations, and their funders, have a tremendous investment in developing the leadership and management skills of key organizational staff. Unfortunately, often these investments are directed solely toward CURRENT key organizational staff and not in preparing for the organizations’ NEXT generation of leadership. While transitions in key leadership positions will literally happen in every organization, many are illprepared. These leadership transitions can put the nonprofit organization at serious risk. Investments made can be lost as organizations struggle after leadership transitions. Leadership transitions are also likely to occur at a higher frequency in the coming years as baby-boomers plan for retirement. Fortunately, there are a number of organizational tools and procedures that nonprofit organizations can use to prepare for any leadership transition – from a few months to permanent. Facilitated by staff from the Center for Community Support & Research at Wichita State 17 University, the current workshop will introduce several topics, including: (a) exploring why nonprofit organizations need to prepare for leadership transitions, (b) reviewing a template emergency leadership transition plan, and (c) discussing steps nonprofit organizations can take to more fully prepare for leadership transitions. G. Bridging the Generation Gap DeAnn Sullivan, PMP, Wichita State University Center for Management Development Oak Room 206 There is a serious new problem in the workplace, and it has nothing to do with downsizing, global competition, pointy-haired bosses, stress or greed. Instead, it is the problem of distinct generations – the Veterans, the Baby Boomers, Gen X and Gen Y – working together and often colliding as their paths cross. Individuals with different values, different ideas, different ways of getting things done and different ways of communicating in the workplace have always existed. So, why is this becoming a problem now? This session will discuss: how and why the generations are so different; dealing with the challenges and capturing benefits; hiring, motivating and managing; and why one size doesn’t fit all. H. Leading Teams to High Performance Don Hackett, Ph.D., Wichita State University Center for Management Development Cypress Ballroom 209A This session is designed to give you tools to improve the effectiveness of team-based work environments. You will gain skills that will enhance your understanding of team dynamics and equip you with useful methods to improve the performance of your team. We will discuss team dynamics, benefits and limitations of teams and barriers to effective team development. I. Emotional Intelligence Dotty Harpool, MBA, Wichita State University Center for Management Development Cypress Ballroom 209B Building strong, cohesive working relationships is an important part to maintaining an efficient and productive workplace. Building, strengthening and managing your emotions is an important component in developing better interaction and success on the job. This presentation will give you tools to enhance the way you work, communicate and build cooperative networks in the workplace. 18 J. The Essentials of Grantwriting K. James Kallail, Ph.D., KU School of Medicine-Wichita Dept. of Internal Medicine Redbud Ballroom 210A This session describes the essential tasks of writing successful grants. Two basic components are involved: the essentials of granting and the essentials of writing. The essentials of granting focus on meeting the needs of the grant makers. It includes finding appropriate grant makers, understanding application guidelines, and building relationships with funders. The essentials of writing focus on the technical skills of putting together a successful grant. It includes strategies to highlight proposed projects, budgeting, and technical writing skills. 12:20 p.m. Plated Lunch Redbud Ballroom 210 B-C 12:45 p.m. Walk About Debrief: Reflections on How Environments Support Healthy and Unhealthy Behaviors Mim McKenzie and Elizabeth Ablah, Ph.D., MPH Redbud Ballroom 210 B-C Community environments impact health. Walk About facilitators will lead us in a short conversation about how sidewalks, marketing, and the location of retail stores, restaurants, and businesses influence our ability to engage in healthy behaviors such as eating healthy foods, being active and not smoking. 1:00 p.m. Stand up, speak out: Supporting community action towards health Jeffrey Willett, Ph.D., vice president for programs, Kansas Health Foundation Redbud Ballroom 210 B-C The Kansas Health Foundation’s Healthy Behaviors focus area supports communities committed to the adoption and implementation of policies and systems changes that support a healthy lifestyle. In addition, action by individuals who are committed to healthy communities helps shape public opinion and builds support for improving health. This presentation includes an overview of actions being taken across Kansas to reduce the tremendous social and economic impacts of tobacco use and obesity. Strategies for individuals to “stand up and speak out” for healthier Kansas communities will be discussed. 2:00 p.m. Closing Remarks Chan Brown, program officer, Kansas Health Foundation Redbud Ballroom 210 B-C 19