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Workshops           

The Napa Valley Coalition of Nonprofit Agencies

Nonprofit Training Series

The Coalition has a three-step reservation/payment policy for workshops:

Step 1: To reserve a seat in a workshop, go to this link
http://www.napanonprofits.org/workshopRegpage.html and submit the reservation form electronically to ensure your spot.

Step 2: Make a check for your reservation fee amount as indicated in the workshop description made out to NVCNA.

Step 3: Mail your check with the Workshop Form (see below) to: Napa Valley Coalition of Nonprofit Agencies, 1141 Pear Tree Lane #220, Napa, CA 94558 or bring the check with you the day of the workshop.


pdf icon Workshop Form (online form)

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The Napa Valley Coalition of Nonprofit Agencies
2010 Nonprofit Training Series

"Brand Based Decision Making"

Presented by Diane Tompkins & Sarah Moore

Thursday, February 25, 9:00 AM – 12:00 Noon
Women's Club, 218 Franklin Street, Napa

Strategic planning, as it has been practiced, is typically long on process but rarely leaves the team feeling inspired and aligned. One reason is that along the way, the passion that should focus and ignite our teams usually gets lost. When we hold strategic clarity as the goal and place our organization's brand promise at the center, we can integrate and galvanize our organizations to make meaningful impact a reality. A brand framework that crystallizes an organization's promise, values and personality is a powerful tool. It serves as a guidepost and daily decision filter that many organizations find more helpful than a strategic planning tome that sits on a shelf.

Diane Tompkins and Sarah Moore will lead this interactive 3 hour workshop in which you'll be challenged to think about your organization in a way that gets to the heart of who you are, what you do and why it matters. The morning will be a mix of  brand theory and engaging exercises that will allow you to apply new learning immediately to your own organization. Whether an Executive Director or a company President, this session will provoke you to think about how your organization practices and lives its "brand" everyday.

Presenter Diane Tompkins is the founder of Courage Corps, a social change consultancy. Prior to that she was a founding partner of The Curious Company, a qualitative research and brand strategy studio in SF. Diane regularly trains grantees and grantmakers about brand strategy and social change, and how to use qualitative research as a strategic tool for audience engagement.

Presenter Sarah R. Moore is a non-profit communications consultant who leads organizations to strategic clarity and focus in communicating their purpose to funders, donors, and volunteers alike. She spent her first 20 years as a senior executive in some of the world's largest advertising agencies, and for the past 5 years has worked with a wide array of non-profit clients in strategy and communications planning.

This workshop free for one employee of each Coalition member agency.  Additional Coalition member seats are $25 and $50 for all other non-Coalition agencies, and payable in advance. To reserve a seat, go to http://www.napanonprofits.org/workshopRegpage.html and print out a reservation form. Then send your reservation form, along with a check for your reservation fee, made out to NVCNA, to Napa Valley Coalition of Nonprofit Agencies, 1141 Pear Tree Lane, #220, Napa, CA 94558.

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Previous Workshops:

“Exploring Strategic Options - From Informal Collaboration
to Merger or Dissolution. What's Right For Your Organization?”
Brown Bag Seminar

Co-sponsored by the Napa Valley Coalition of Nonprofit Agencies, the Napa Valley Community Foundation, the Peter A. and Vernice H. Gasser Foundation, Queen of the Valley Medical Center Community Outreach and DonorTools

Presented by Karen Stevenson, JD and Harmon Burstyn, CPA
July 29, 2009
Napa Valley Hospice and Adult Day Services, Napa

Thinking about organizational change or restructuring in today's tough economical environment? Learn how you can assess your sustainability using different strategies.

Condensing Your Nonprofit Pitch

Co-sponsored by Mechanics Bank

Presented by Renn Vara, SNP Communications
January 29, 2009
Child Start, Napa

This participatory workshop helped us tell everyone how wonderful our organization is and helped us:

  • Improve our listening skills, a sure-fire way to win friends, influence people and raise more money;
  • Fine-tune our presentation-making techniques when we need to address larger audiences;
  • Perfect our “elevator pitch”, (the information we convey to a new person in a very limited time frame);
  • Refine our “Q and A” skills, particularly when responding to newspaper, TV and radio media

 

Compassionate Communication For You and Your Clients:
How To Walk The Talk

Co-sponsored by Perry & Company

Presented by Rev. Hal Milton, Trainer and Author
December 3, 2008
Child Start, Napa

Through informative lecturettes by Rev. Milton and large and small group exercises, participants in this workshop will increase their ability to inspire, give and receive compassion and promote personal connections; learn nonviolent communication (NVC), a special approach of speaking and living used by leaders and others throughout the world; and learn how to see and celebrate ourselves in others.

The New IRS Form 990

Co-sponsored by G&J Seiberlich & Co LLP CPAs

Presented by Job Quesada, CPA, Partner, the Harrington Group, San Francisco and San Marino
November 20, 2008
Child Start, Napa

For years, the Internal Revenue Service has been working on revisions to Form 990, the annual nonprofit tax return, which has not had a major update in 30 years. The new Form 990 is required to be used in the 2009 tax filing season for 2008 returns, although there is some transitional relief for smaller organizations. This workshop is designed to discuss the significant changes of the new form, its requirements and to bring awareness to tax-exempt organizations, so that they are prepared for the 2009 tax filing season for 2008 returns.

Focus On Advocacy: For The Client and Your Agency

Co-sponsored by United Way of the Bay Area
and its Helplink 2-1-1 Project

Presented by Kathleen O’Neill and Betty Creary
October 28, 2008
Napa Valley Vintners Community Health Center, Napa

If you are a nonprofit organization professional, and you want to learn how to advocate for your clients more effectively, plan to attend the Focus on Advocacy: For The Client and Your Agency workshop. The workshop will instruct participants on assessment tools to assist in identifying underlying client needs, the differences between advocacy and empowerment and techniques for providing active assistance and building client confidence for self-advocacy.

Another Funding Source?: Earned Income Strategies For your Nonprofit Organization

Co-sponsored by G&J Seiberlich & Co LLP

Presented by Catherine Marshall
September 29, 2008
Napa Valley Hospice and Adult Day Services, Napa

Earned income activities offer opportunities to expand your work in the community, secure unrestricted funds and reduce dependency on fickle funding sources. This program will help nonprofit leaders learn how to identify opportunities within their current operations, test the feasibility of a concept and adapt their systems for the strategy while staying on mission.

I Can Take You There! Coaching For Growth and Results

Presented by Development Consultant William W. Sywak
August 21, 2008
Napa County Historical Society, Napa

This workshop is designed specifically for nonprofit agency executive directors and staff members who want to take on this much-needed role within their organization.

Getting On The Same Page: A “How To” Workshop on Executive Director Performance Management Reviews for Nonprofit Agency Board Members and Executive Directors”

Presented by Cheri Bailly-Jacobs
July 30, 2008
First 5 Napa, Napa

Executive Directors excel under explicit goals and timetables; they use performance management discipline with their staff on a regular basis. Too frequently Boards assume the Executive Director does not need or want much direction or feedback from the Board. To increase effectiveness and success of any organization, performance planning starts at the top. This workshop was designed to help Executive Directors and their Boards transfer organization goals to an individual performance plan.

The Logic Behind the Logic Model

Presented by Maryn Boess
June 12, 2008
Queen of the Valley Community Outreach, Napa

Inputs . . . Outputs . . . Outcomes . . . Goals . . . Logic Models: Everywhere you turn, grantseekers are talking about them. And more and more funders -- private and public alike -- are requiring them as part of your grant application package.

Budget-Building for Grant Professionals: Story and Sustainability

Presented by Maryn Boess
June 11, 2008
North Bay Regional Center, Napa

At the heart of every mission-driven grant proposal stands a mission-driven budget. A good budget provides an honest, complete and clear picture of the total value of all the resources necessary to perform the proposed work. It also stands as an invaluable management and evaluation tool when it comes to running the grant-funded program.

The 90-Minute Grant Proposal: Speed-Thinking Your Way to a Clear, Compelling - and Fundable! Project Concept

Presented by Maryn Boess
June 11, 2008
North Bay Regional Center, Napa

Do you have a great grant idea you'd like to create, but not sure how to start? Come and join us as we show you how to develop and test a project concept in a matter of minutes. No more going back to the office to get it done - have a first-draft proposal concept in 90 minutes.

Ultimate Grants Toolkit Workshop

Presented by Maryn Boess
June 10, 2008
Child Start, Napa

For beginners and veterans alike, this full-day workshop offered an intensive, hands-on, skill-building approach to corporate, foundation and government grantsmanship.

Partnership Pays!  Building Collaborations That Work

Presented by Maryn Boess
June 9, 2008
Napa Valley Vintners Community Health Center, Napa

Thinking and working collaboratively "pays" in many ways for your grantseeking organization. But creating and sustaining meaningful partnership doesn't get any less challenging when there's a grant proposal at stake. In this thought-provoking, down-to-reality workshop, we'll take a close look at what "collaboration" means in the community -- and how you can make it work for you.

Achieving Strategic Agility:
An Introduction to Nonprofit Organizational Planning

Presented by Morrie Warshawksi
March 20, 2008
Puertas Abiertas Resource Center, Napa

If you’ve ever wondered how and why planning might be important to your organization’s survival and growth, then this workshop was for you.  Morrie has specialized in planning with nonprofits for over half of his thirty years working in the field.  He brings his practical experience to bear in this highly participatory workshop that covered the basics of planning from Accepting the need to plan, to Zealously implementing actions.

Building Your Team

Presented by Debbie Ward
February 13, 2008
Lincoln Theater, Yountville

This workshop was for nonprofit agency supervisors, managers, project leaders, team leads and anyone who leads a team, whether you have the official title or not.  Participants learned a five phase model of team development, and figured out where their team(s) are in their development and learned techniques to strengthen their team in each of the five phases.

Pay For Performance

Presented by Shari Dunn
January 31, 2008
Queen of the Valley Medical Center, Napa

Led by Shari Dunn of CompAnalysis (www.compensation.com), an Oakland-based compensation and performance management consulting firm with extensive experience working with nonprofits, this workshop focused on establishing a performance culture in your organization, potentially supported by compensation plans that motivate the desired outcomes.

Communication for Supervisors

Presented by Debbie Ward
January 29, 2008
First 5, Napa

Communication is 80% of what a nonprofit supervisor does everyday, so this was way to start off 2008 with some new skills to make all of your communications more effective. The workshop was conducted by Napa Valley human resources consultant Cheri Bailly-Jacobs and featured exercises and activities to practice the skills as well as address your current communication challenges.

Communicate and Work Together With
More Ease by Understanding Styles

Presented by Debbie Ward
January 23, 2008
Napa Valley Vintners Community Health Center, St. Helena

DiSC, a powerful self-assessment tool, gave employees and managers a way to quickly gain insight into different works styles, understand how their own preferred work style is experienced by others, and learn how they can adapt their communication and behavior to increase their effectiveness and maintain relationships.

The One Page Business Plan for Nonprofits Workshop

Presented by Catherine Marshall
December 12, 2007
First 5, Napa

If nonprofit folks have nothing else, we have ideas about how to make our community a better place in which to live and work.  We have BIG ideas and sometimes so many of them that it is hard to boil it all down to a manageable size and plan our next moves.  This highly praised workshop helped to clarify your leadership plan, engage your team, effectively communicate your plan to donors, volunteers, grantmakers and the public, and articulate your mission, vision, strategies and objectives in a clear, concise way.

Managing to Lead: Developing Your Management and Supervisory Skills

With Deborah Ward
December 7, 2007
Napa Valley Vintners, St. Helena

Managing people in a nonprofit organization can be both confounding and extremely rewarding.  This highly praised workshop will helped participants assess their own skills as a supervisor and offered techniques to make staff more effective.  Topics covered included the role of the supervisor/manager, team development, styles, delegation and nonverbal communication and listening.

Fundraising Houseparty

With Morrie Warshawski
November 14, 2007
Queen of the Valley Medical Center Community Outreach

Noted writer and media consultant Morrie Warshawski presented his half-day workshop based on his book, entitled "The Fundraising Houseparty: How to Get Charitable Donations From Individuals in a Houseparty Setting", detailing the steps to create a successful Fundraising Houseparty.

Condensing Your Pitch

Presented by Renn Vara
General Manager and Founder, SNP Communications, San Francisco
October 25, 2007
Queen of the Valley Medical Center Community Outreach

This participatory workshop helped us tell everyone how wonderful our organization is and helped us:

  • Improve our listening skills, a sure-fire way to win friends, influence people and raise more money;

  • Fine-tune our presentation-making techniques when we need to address larger audiences;

  • Perfect our “elevator pitch”, (the information we convey to a new person in a very limited time frame);

  • Refine our “Q and A” skills, particularly when responding to newspaper, TV and radio media

The Voice, Face and Heart of our Agencies: A Special Training for Nonprofit Receptionists, Intake Workers
and Information and Referral Specialists

Presented by Betty Creary, Resource Manager, HELPLink, United Way Community Information Center, San Francisco
September 21, 2007
Community Health Clinic Ole, Napa

This popular workshop helped you to identify active listening skills and explore techniques to establish trust and develop rapport with a caller. Participants learned how to use these skills and techniques on the phone as well as face to face to help callers to tell their story and get linked to the right person or place to get help.

Nonprofit Compensation: How To Set Salaries In Your Organization That Are Good To Your Employees and Fair To Your Organization

Presented by Shari Dunn and Rita Haronian
August 29, 2007
Community Health Clinic Ole, Napa
Additional financial support provided by the Mechanics Bank and E-CHX Payroll Services

Shari and Rita helped attendees to identify and resolve employee compensation issues and explained how to work with other nonprofit colleagues to find ways to attract, retain and motivate your employees through improved compensation practices.

The Ultimate Grants Toolkit Workshop

Presented by Maryn Boess
June 26, 2007
Child Start, Napa
Additional financial support provided by the Peter A. and Vernice H. Gasser Foundation

For beginners and veterans alike, this full-day workshop offered an intensive, hands-on, skill-building approach to corporate, foundation and government grantsmanship.

Making Friends With Funders: What Grantmakers
Want Every Grantseeker to Know

Presented by Maryn Boess
June 27, 2007
First Five, Napa
Additional financial support provided by the Peter A. and Vernice H. Gasser Foundation

Ever wonder what life is like on the other side of the funding desk? Being a grantmaker isn't as easy as you might think. Participants gained an inside look at a day in the life of a typical grantmaker learning what grantmakers love, what makes them grumpy - and how you can be sure you're delivering what they really, really want! Topics included:
* What do we mean by "grantmaker"?
* Understanding the grantmaker's real mission.
* Meet Grumpy Grantmaker!
* What grantmakers really, really want most of all in the whole wide world.
* Eight qualities of exemplary proposals.
* Inner secrets of successful proposals.
* Creating relationships that work - for you.

Grants Readiness: The Culture and Practices of Successful
Grantseeking Organizations

Presented by Maryn Boess
June 27, 2007
Hospice of Napa Valley, Napa
Additional financial support provided by the Peter A. and Vernice H. Gasser Foundation

What does it take to be a successful grantseeking organization? Success in grantsmanship involves much more than being able to write a good proposal. Participants learned how to lay the groundwork for effective grantsmanship in both the organization's culture and its practices.
* Understand the importance of mission-drive grantsmanship;
* Have tools to determine your organization's strategic priorities;
* Be able to identify your organization's needs and resources for your grant-funded projects;
* Have a framework for developing and strengthening financial and program accountability; and
* Know the resources and practices necessary to position your organization for grants readiness.

The 3-Hour Financial Primer

Presented by Sojeila Silva, Manager, Fiscal Fitness Program, Northern California Community Loan Fund

May 8, 2007
First Five, Napa
Additional financial support provided by
Brenda A. Perry, CPA

The session begins with an overview of all the financial statements commonly used in nonprofits. However, we focused on the ones you should use the most: the income statement, the balance sheet and the variance report.

Getting On The Same Page:
A "How To" Workshop on Executive Director Performance Management Reviews for Nonprofit Agency Board Members and Executive Directors

Presented by Human Resources Consultant Cheri Bailly-Jacobs
April 12, 2007
Hospice of Napa Valley, Napa
Funding provided by Napa Community Bank

Executive Directors excel under explicit goals and timetables; they use performance management discipline with their staff on a regular basis. Too frequently Boards assume the Executive Director does not need or want much direction or feedback from the Board. To increase effectiveness and success of any organization, performance planning starts at the top. This workshop was designed to help Executive Directors and their Boards transfer organization goals to an individual performance plan.

Come See The Rainbow:
A Special Cultural Awareness Training For Health, Human Services and Education Professionals

Presented by Beth Lincoln and Dee McFarland, Principals, Celemonde!

March 16, 2007
Child Start, Napa

Our Community is multicultural and becoming more so each day. To do our work effectively, health, human services and education professionals must understand the cultural beliefs and values of diverse populations.

This workshop began the journey toward cultural awareness, sensitivity and competency by identifying our own cultural beliefs, values, biases and communication styles and comparing and contrasting with those of other ethnic groups. Through this process, participants discovered similarities and differences enabling them to build the bridge to understanding and to develop strategies to meet the needs of the people they serve.

How to Keep Them Down on the Farm:
A New Look at Nonprofit Agency Employee Benefits

With Skip Robinson, Ph.D., Lecturer, Sonoma State University, and former Manager of the United Way of the Bay Area’s Group Insurance Trust

January 31, 2007
Child Start, Napa

In these challenging times, it’s hard enough to assemble a really good staff. But once you have them, how do you keep them happy? What array of employee benefits will enable you to retain good staff members? And how will you pay for them? This workshop addressed multiple human resource and benefit questions on the minds of the workshop participants.

The Voice, Face and Heart of our Agencies:
A Special Training for Nonprofit Receptionists, Intake Workers
and Information and Referral Specialists

With Betty Creary, Resource Manager,
HELPLink, United Way Community Information Center, San Francisco

December 6, 2006
Boys and Girls Clubs of Napa Valley, Napa

This workshop helped you to identify active listening skills and explore techniques to establish trust and develop rapport with a caller.

Interagency Collaboration:
Why It's Good for Your Organization and How to Do It

A dialogue with Malcolm Margolin, Executive Director,
Heyday Institute and Publisher, Heyday Books and a panel of peers, including:
Jane Albert, Executive Director, Napa Humane
Tracy Lamb, Executive Director, Napa Emergency Women's Services
Eric Nelson, Executive Director, Napa County Museum
Angela Phillips, Executive Director, Acorn Soupe

November 8, 2006
Lincoln Theater foyer, Yountville

Organizational members of the Napa Valley Coalition of Nonprofit Agencies have a long and storied tradition of working collaboratively with each other on projects and initiatives that benefit our community. This workshop explored why and how do they do it.

Power Writing For Nonprofits:
Principles of Clarity and Structure

With Maryn Boess, President, Grants USA

September 19, 2006
The Women's Center of St. Helena Hospital, St. Helena

In this hands-on workshop, participants learned and practiced simple but powerful and often overlooked techniques that had them writing more clearly, quickly and confidently -- right away.

The Ultimate Grants Toolkit Workshop

With Maryn Boess, President, Grants USA

September 18, 2006
Hospice of Napa Valley, Napa

For beginners and veterans alike, this full-day workshop offered an intensive, hands-on, skill-building approach to corporate, foundation and government grantsmanship.

The Many Hats of the Executive Director:
What Nobody Told You Before You Took the Job!

With Bob Orser
The Nonprofit Doctor

August 15, 2006
Queen of the Valley Medical Center Community Outreach,
Napa

Participants learned how to overcome their weaknesses as an Executive Director and capitalize on their strengths.

Strategic Board Recruitment

With Bob Kile

July 11, 2006
Child Start, Napa

Nonprofit executive search consultant Bob Kile conducted his nationally acclaimed workshop entitled Strategic Board Recruitment, an eight-step recruitment model that nonprofit organizations can use to get the Board Members and other volunteers they need.

How to Understand Tax-Exempt Organization Financial
Statements and Other Related Mysteries

With Ward Pynn, CPA, and Marcy Morgan, CPA
Blanding, Boyer & Rockwell, LLP, Certified Public Accountants and Consultants

May 31, 2006
Hospice of Napa Valley, Napa

This workshop was especially designed for Executive Directors out there who are asking "can someone help me teach our Board of Directors how to understand our financial statements"?

The Fundraising Houseparty:
How To Get Charitable Donations From Individuals
in a Houseparty Setting

With Morrie Warshawski

May 4, 2006
Boys and Girls Clubs of Napa Valley, Napa

Noted writer and media consultant Morrie Warshawski presented his half-day workshop based on his book, entitled "The Fundraising Houseparty: How to Get Charitable Donations From Individuals in a Houseparty Setting", detailing the steps to create a successful Fundraising Houseparty.

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Napa Valley Coalition of Nonprofit Agencies
1141 Pear Tree Lane, Suite 220
Napa, CA 94558
Phone: 707-252-6301
Fax: 415-814-5766
Email:
info@napanonprofits.org

© 2010 Napa Valley Coalition of Nonprofit Agencies
All rights reserved.