3:10pm – 4:40pm
Attendees choose one workshop per session
Funders Forum (Repeat of Breakout Session 2)
Funders from across the state will sit on a panel and introduce themselves and discuss their requirements, timelines, and priorities. After the panel, there will be a time for questions from attendees.
Our guests this year are The Ford Family Foundation and The Reser Family Foundation. More to be announced!
Associate General Oversight of Charities
Susan Bower, Oregon Department of Justice
The Oregon Department of Justice Charitable Activities Section supervises and regulates the activities of charitable organizations in the state – including the licensing and regulation of charitable gaming and solicitation. Hear how they enforce the rules, what common issues they see, how they resolve problems, and how to keep your organization out of trouble.
Evaluation for Small (and any size) Organizations
Linda Golaszewski, Portland State University
What does it take to see if your organization is successful? For organizations small or large, evaluation is increasingly important in communicating the value of the organization’s work. In this session, you will learn the basics of developing an effective evaluation, how you might measure ‘success’ when it is difficult to do so, and how to communicate with funders and others about what you do.
Stewarding a Generous Culture AND Millennials, the Impact Revolution
Casey Woodard, Casey Woodard Consulting LLC
In the first-half of this presentation, we will explore examples of how, if you create the right culture, you will not have to work so hard on the ask: and, in the second half, we will take a look at the largest study to date of generational giving and the top-ten ways to engage Millennials, America’s largest generation, in your organization.
What are you doing that’s more important than thanking your donors? For how many of your donors was the act of giving to your organization one or their most meaningful experiences? How many people in your sphere of influence know of your organization AND associate it with the need to be generous? How often do your clients, customers or visitors know the story of someone’s generosity that enabled his or her experience with you? When we think about how many strategic opportunities we miss, it’s staggering. Organizations that attempt only to receive will find themselves working harder, but accomplishing less. The genius is to reverse the cycle and begin with a ‘gift’ before asking.
Understanding Financial Statements
Megan Fries, Frenzy to Freedom
Accounting is a creative process and often, many people have their hands in it. As leaders of a non-profit your oversight of financial statements ensures accuracy and mission fulfillment through the measurement and reporting of key metrics. This workshop touches upon what is needed for accuracy but focuses on proven examples of what to do and what not to do within your reporting and worksheets to deep dive within your own reporting model. Leave with resources and a clear path for the next steps toward greater mission fulfillment.