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Training and Seminars
Financial Record Keeping and ManagementBudgeting: Kate Speer This workshop presents discussion of four types of budgets with in-depth examination of line item budget and program-based budgets. Session will review methods of allocation, administrative overhead, and shared costs. The financial reports needed to monitor income and expenses on an ongoing basis will be discussed. Financial Management: Kate Speer and Frank Shavlik Board members carry a big responsibility in their oversight management of the finances of any organization. Learn what to ask for from the staff and accountants to help you stay in touch with and on top of the finances of your organization. Quickbooks – Simple Start: David Hemphill Understanding basic bookkeeping and the importance of the Balance Sheet are the starting point of sound financial policy and will be covered first. Then, utilizing training software and materials provided by Intuit, the developers of Quickbooks, and using the computers at the Estes Park Library, the workshop uses real data to teach entry and report-making skills. First-time users of Quickbooks will learn how to install and set up their own system, make appropriate entries, and produce reports for the Board and other agencies. Quickbooks – Pro 2006: David Hemphill This course is for those who have essentially mastered the Beginners course and who want to learn payroll and other advanced Quickbooks skills. Board and Staff EducationBoard Development: Kate Speer and Frank Shavlik This workshop will provide a series of guidelines that will hopefully make the entire process of selecting and training of Board members simple, straightforward and ultimately successful. But Board members are human beings, and this infinitely complicates the process. Topics include board functions, legal and operational responsibilities, suggested structure and committees, finding and selecting new members, training and orientation, problem board members, and some suggestions on other sources, including the internet. How to Conduct a Strategic Plan: Bob Dickeson “You get what you plan for” is an old but true adage. All organizations can benefit from a strategic look at the future and its impact on their organizations. Models of strategic planning are outlined, and suggestions for getting started are covered. Tips on writing measurable indicators are included A Look at Changing Board Responsibilities: Bob Dickeson Boards across the nation – nonprofit as well as for-profit – are under pressure to make changes in the way they conduct business. This interactive session will focus on the legal and ethical challenges that boards face as they confront the future. Walk the Talk: Ludie Dickeson Learn practical strategies that effective leaders use to move their organization forward. Low Cost/No Cost Ways to recognize Staff and Volunteers: Ludie Dickeson Keep staff and volunteers motivated and engaged in the good work of your organization with these ideas collected from a wide variety of organizations. You’ll take home a long list of suggestions that are proven winners. How to be a Star at Work: Ludie Dickeson This interactive session will highlight nine proven strategies for success in the workplace. Catch the Spirit of Creative Thinking: Ludie Dickeson Learn some basic skills for becoming a catalyst for creativity in your organization. Help staff choose an attitude that fosters risk taking, openness to change, and creative thinking. Tax Exempt Fundamentals for Nonprofits - a legal perspective: Gregg Coffman, Attorney This workshop will devote time for an overview of keeping your nonprofit status up to date as well as time to ask questions specific to your organization. Individual consultation time may be available at reduced rates. Grant and Proposal WritingKeys to understanding Grant Writing and other Proposals: Kate Speer Discussion includes:
FundraisingPrinciples of Fund Raising: Bob Dickeson This workshop will cover the 14 key tenents of fund raising, and provide an opportunity for an interactive consultation on your program’s development opportunities. The role of board members in fund raising is emphasized. Researching Foundations for fun and PROFIT: Nonprofit Resource Center Volunteers The Resource Center at the Library has purchased on-line access to the largest national databanks, the Foundation Center in NYC, and also makes available on line, as well as in print, the largest regional data bank, the Colorado Grants Guide, compiled by the Community Resource Center in Denver. Both of these are available for you to use – free, at a computer in the Estes Park Library, or for a small fee at your home or office computer. The workshop will focus on how best to utilize the depth and breadth of these data bases, as well as help you understand the general mindset and funding approaches of foundations. EvaluationAddressing Outcomes Measurement: Rich Guest How do we show the difference between what we do and the impact we are having? What is a logic model? Does the evaluation of the program show the relationship between the inputs, what we do (the inputs), and the results (the outcomes)? Evaluation: What Funders are Looking For: Bob Dickeson Funders are increasingly under scrutiny to prove their own worth, and they pass along the demand for more information about expected results to recipients of those grants. This session will cover the changing expectations of funders, and help you anticipate the kinds of questions you’ll face in applying for, and completing, grants. Client/Customer ServiceGo FISH! Learn How to Hook Your Staff on Customer Service: Ludie Dickeson In this interactive session you will discover four easy strategies that can immediately be put into action in your workplace. This workshop is full of customer service ideas to satisfy your customers and motivate your employees. Moments of Magic: Creating a Service Culture: Ludie Dickeson Your clients, staff, volunteers and customers will value each interaction that is truly a “moment of magic” rather than a moment of misery.” Learn some customer attentive skills to create a service culture that respects each individual and keeps staff energized. Service Recovery: When “Doing it Right the First Time” Doesn’t Work: Ludie Dickeson The real test of a service system is how you solve the customer’s problems. Learn 5 easy steps to recover from a service mistake to maintain a high level of customer satisfaction. TechnologyYour Technology Made Easier to Understand: Lee Lasson, Technology Consultant This workshop will provide time for questions about your technology concerns. The workshop will deal with issues brought by the participants on subjects that will include websites, and your software and related hardware issues. Individual ConsultingIndividual Consulting: Nonprofit Resource Center Board and Volunteers As agencies identify their needs, concerns and problems, we encourage them to contact us to arrange for a consultant to help the agency better understand their needs, and to assist them in a face to face consultation. Depending on the time required and availability of volunteer staff, there may be a minimal charge; however, keeping mind that our goal is to provide for agency’s needs as inexpensively as possible, or when possible, at no charge. Contact us for a confidential discussion at info@epnonprofit.org.
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