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GZ Events Template

Kentucky Nonprofit Leadership Forum Sessions

Forum Session 1A: 5 Steps to Developing a Bulletproof Marketing Strategy

Date: Session 1 - Tuesday, October 29 (9-10:15am)

Speakers

Richmond Simpson - President and CEO
As President and CEO, Richmond has created strategy and direction at Vimarc for over 20 years. His expertise in developing marketing and advertising strategies for a variety of industries including healthcare, tourism and telecommunications, has allowed him to work with companies such as Sprint, Blue Cross and Blue Shield, AT&T and Humana. Richmond believes in being an active community member and serves on boards at The Healing Place, The Episcopal Church Home and Friend for Life Cancer Support Network.

Todd Krise - Integrated Communications Director

Summary

Does your marketing supporting your business objectives? Aligning your goals with your marketing strategy is one of the tried and true secrets to success. In 75 minutes, you’ll learn the key to crafting a case for support, establishing campaign objectives, defining your audience, determining a deployment plan, and measuring and optimizing your efforts. Whether you’re looking to generate awareness or increase donations, learn the essentials to building a strong, foundational strategy.
Forum Session 1B: The Final Countdown to the 2020 Census

Date: Session 1 - Tuesday, October 29 (9-10:15am)

Speakers

Leslie Rodgers - Partnership Specialist
Leslie is a Partnership Specialist with the U.S. Census Bureau. She is a tri-lingual Spellman College Graduate with a degree in Psychology and a minor in Japanese. She has spent most of her life working with nonprofits and as an advocate for those whose voices go unheard or have been muted. Using her overseas work experience and love of languages, she strives to bridge unnecessary cultural and linguistic gaps in the community to focus on commonalities and the appreciation of differences. Leslie has been working with the US Census Bureau since January 2019 and, in her spare time, she teaches English, Spanish, and Japanese and serves on the boards of the Migrant Network Coalition, Greenhouse 17, Micah Legal, and the Kentucky Black Bourbon Guild.

Summary

There’s much at stake for Kentucky’s communities with the 2020 Census. Learn more about efforts to help your nonprofit easily engage in census outreach to help us be sure every Kentuckian is counted and the Commonwealth gets its fair share of federal dollars for schools, health care, housing, infrastructure and more
Forum Session 1C: Leveraging the Logic Model

Date: Session 1 - Tuesday, October 29 (9-10:15am)

Speakers

Lisa Williams - President
Lisa Williams is a leadership and organizational coach and consultant who helps nonprofits and their leaders become peak performers. As a coach, her passion is helping leaders increase their emotional intelligence. As a consultant, she uses a solution-focused mentality to help organizations improve processes and systems, maneuver around pitfalls and think outside the box. She previously served as the executive director of the University of Kentucky Institute for Workplace Innovation and has held leadership roles in various nonprofit organizations.

Summary

Toss your preconceived notions of an outdated, overused logic model out the window. Facilitator Lisa Williams has reimagined the logic model by flipping it on its head and the result is an innovative tool, and philosophy, that opens individuals, teams and organizations to possibilities of achieving the goals that matter most. Participants will leave this workshop with a new perspective about planning for and achieving successful outcomes.
Forum Session 2A: The 4 Phases of a Wildly Successful Giving Day

Date: Session 2 - Tuesday, October 29 (1:30-2:45pm)

Speakers

Julia Campbell - Nonprofit Consultant & Speaker
Julia Campbell has run her digital marketing consulting business for almost a decade, focused exclusively on mission-driven organizations. A mom of 2 and a Retired Peace Corps Volunteer, she is the author of Storytelling in the Digital Age: A Guide for Nonprofits, a call-to-action for nonprofits to use stories to accomplish their missions. Based in Boston, Julia is a global authority on digital storytelling, with happy clients spanning the globe from Moscow to San Francisco. She has provided workshops and training to Meals on Wheels America, the Make-A-Wish Foundation, the Boys & Girls Clubs of America, and Facebook. Julia is a frequent contributor to Nonprofit Tech for Good, Social Media Today, Maximize Social Business, Elevation Web, Network for Good, Wild Apricot, and others. Her passion is to get nonprofits of all sizes to stop spinning their wheels on social media and to start getting real results using digital tools. You can check out her thoughts and ideas on all things nonprofit digital storytelling and social media at www.jcsocialmarketing.com/blog.

Summary

Whether it’s a statewide giving day like Kentucky Gives Day, a regional giving event or an international day of giving back like #GivingTuesday, there are four critical phases that all wildly successful giving day campaigns have in common. Join Julia Campbell, a nonprofit marketing strategist who has helped dozens of nonprofits launch successful online fundraising and giving day campaigns, as she walks you through each step required to plan, launch, execute, and cultivate donors during a profitable and effective giving day campaign. Participants will leave with a customized blueprint and calendar that they can start using immediately to launch and implement your very own wildly successful giving day fundraising campaign
Forum Session 2B: Managing Stress

Date: Session 2 - Tuesday, October 29 (1:30-2:45pm)

Speakers

Marian Guinn - Owner
Marian Guinn, owner of MG Coaching & Consulting, has a passion for leadership and believes that concentrated effort to improve the capacity of leaders is critical to future success. She works with leaders 1:1 as an executive coach or thought partner helping them move through transitions or achieve desired competencies. As a leadership trainer she works with teams to create customized professional development plans. As a consultant, she facilitates strategic planning processes, and works with organizations to enhance board engagement. She is co-founder of the High Impact Leadership Project, a 6-month leadership development program focused on emotional intelligence and leadership agility.

Summary

Feeling Stressed? Of course you are! With too much on your plate, deadlines looming, people counting on you, and your own expectations for yourself. In this workshop we will identify and discuss seven ways to defeat stress, looking at mindset and motivational style.
Forum Session 2C: QuickBooks for Nonprofits: Improving your Usage and Reporting

Date: Session 2 - Tuesday, October 29 (1:30-2:45pm)

Speakers

Judy Simpson - Assurance Department Manager
Judy Simpson is a Manager at Blue & Co in their Assurance Department. She provides audits, reviews, internal control work, and other consulting services to clients in various industries. Judy graduated from the University of Kentucky with a double major in Finance and Accounting. She has a passion for Kentucky and is overall growth and well-being. She previously served as Treasurer for the Rotaract Club of Lexington. Currently servicing on the board of On the Move Art Studio as Treasurer and on the Development & Marketing Committee for Ampersand Sexual Violence Resource Center of the Bluegrass. Judy spend a lot of her time in the Not-fo-Profit sector, combining both her passion and her strength.

Nancy Orben - CPA & Sr. Manager
Nancy Orben is a CPA and Sr. Manager with Blue & Co. With over 30 years’ experience, Nancy specializes in accounting software and related consulting. She works with a variety of accounting software including Sage, QuickBooks, Abila and Blackbaud. Nancy is advanced certified and/or certified in all Quickbooks software. She was selected as Insightful Accountant’s 2017 QuickBooks Desktop ProAdvisor of the year and has been in their top 10 ProAdvisors from 2014-2018. She works several non-profit educational organizations as well as fraternal and religious organizations. She has served on numerous nonprofit boards and volunteered for over 10 years with Hamilton County 4H. She is a graduate of Xavier University.

Summary

Make QuickBooks work for you! QuickBooks can be a great tool for your organization’s growth and save you a lot of time on reporting. This session will show you different tasks and features you might be missing out on. There are unique features such as programs and grant reporting specifically designed for nonprofit organizations. You’ll also be able to pick up tips on reporting for nonprofits, including board meeting reports and audit requests.
Forum Session 3A: 10 Myths about Social Media for Nonprofits

Date: Session 3 - Tuesday, October 29 (3:15-4:30pm)

Speakers

Julia Campbell - Nonprofit Consultant & Speaker
Julia Campbell has run her digital marketing consulting business for almost a decade, focused exclusively on mission-driven organizations. A mom of 2 and a Retired Peace Corps Volunteer, she is the author of Storytelling in the Digital Age: A Guide for Nonprofits, a call-to-action for nonprofits to use stories to accomplish their missions. Based in Boston, Julia is a global authority on digital storytelling, with happy clients spanning the globe from Moscow to San Francisco. She has provided workshops and training to Meals on Wheels America, the Make-A-Wish Foundation, the Boys & Girls Clubs of America, and Facebook. Julia is a frequent contributor to Nonprofit Tech for Good, Social Media Today, Maximize Social Business, Elevation Web, Network for Good, Wild Apricot, and others. Her passion is to get nonprofits of all sizes to stop spinning their wheels on social media and to start getting real results using digital tools. You can check out her thoughts and ideas on all things nonprofit digital storytelling and social media at www.jcsocialmarketing.com/blog.

Summary

Social media was once promised as the silver bullet for nonprofit fundraising. Start posting, start tweeting, start Instagramming - and the donations will just roll in! Sadly, that was never the case. In 2019, organic (unpaid) reach is down dramatically, social media algorithms prioritize friends and family over businesses and brands, and millions upon millions of pieces of content are uploaded every single day. To raise money and awareness on social media requires concerted, consistent effort and creativity, as well as resources, staff time, professional know-how, and even grit. Join Julia Campbell, a nonprofit marketing strategist who has helped dozens of nonprofits launch successful social media marketing and fundraising campaigns, as she walks you through the ten most pervasive social media myths - and how to combat them at your organization. Participants will walk away with increased clarity and confidence around social media, as well as a One-Page Social Media Strategy Worksheet to start from scratch or improve current social media work at their nonprofit.
Forum Session 3B: When To Walk Away From Difficult Sponsors

Date: Session 3 - Tuesday, October 29 (3:15-4:30pm)

Speakers

Parker Harrington - Founder
Parker Harrington, founder of Sponsorship Plus, leads a small but mighty firm committed to helping nonprofits of all sizes raise more money, engage deeply committed volunteers and inspire influencers to take action. She is a trusted advisor to nonprofits of all sizes in markets across the country. She builds teams among staff and board through deep listening and sharing what she’s learned. Parker is often referred to as the Suze Orman of sponsorship -- high energy, knowledgeable and generous in sharing her expertise.

Summary

There are times when the best of intentions lead to meager results. And a sponsor relationship is costing us more than it’s worth. Attend this fast-paced session and understand the key steps to assessing outcomes, strategies for difficult conversations, techniques to realigning benefits and approaches to part ways amicably if it’s just not working. Case studies from various sized nonprofits, including associations, bring even more clarify to the workshop content. Plus create a platform to avoid not-so-productive partnerships in the future.
Forum Session 3C: Toward Viability: Understanding the State of the Nonprofit Workplace

Date: Session 3 - Tuesday, October 29 (3:15-4:30pm)

Speakers

Loren Wood
Loren helps nonprofit organizations drive systemic social change by leveraging 13+ years of experience in areas from employee engagement and human-centered design, to marketing and Scrum project management. Ever the problem solver, he shines when getting to help nonprofit organizations identify and overcome the root cause issues stopping them from achieving their mission.

Megan Gulla - Director of Engagement
Megan Gulla is the Director of Engagement at CivicLex, where she oversees community workshops and relational development. She studied English at the University of Kentucky and has since worked and volunteered in a variety of fields. She is interested in creative, local, journalism, and in her free time is usually busy with one of her too many hobbies.

Richard Young - Co-Founder and Director
Richard Young has been working in and around civic engagement and community development for almost a decade. He has overseen multi-million dollar organizations and countless startup endeavors, all in the non-profit realm. Starting his career with a degree in Double Bass performance from the Cincinnati Conservatory of Music, Richard has a deep interest in how creative process can positively impact democracy. He enjoys cooking, gardening, playing music, and spending time with his dog Oliver.

Summary

In the first half of 2019, CivicLex conducted an intensive research project on the workforce health of Fayette County’s nonprofit sector. Join CivicLex as they present their findings and discuss what lessons can be learned for nonprofit organizations across the Commonwealth. The session will also contain a workshop to discuss these issues as they apply in your community and will seek to discover what we can do collectively to address them as a sector.
Forum Session 4A: (Part 1 pf a 2 Part Session) Storytelling in the Digital Age - Strategies to Stand Out, Get Noticed, and Build Your Movement

Date: Session 4 - Wednesday, October 30 (9-10:15am)

Speakers

Julia Campbell - Nonprofit Consultant & Speaker
Julia Campbell has run her digital marketing consulting business for almost a decade, focused exclusively on mission-driven organizations. A mom of 2 and a Retired Peace Corps Volunteer, she is the author of Storytelling in the Digital Age: A Guide for Nonprofits, a call-to-action for nonprofits to use stories to accomplish their missions. Based in Boston, Julia is a global authority on digital storytelling, with happy clients spanning the globe from Moscow to San Francisco. She has provided workshops and training to Meals on Wheels America, the Make-A-Wish Foundation, the Boys & Girls Clubs of America, and Facebook. Julia is a frequent contributor to Nonprofit Tech for Good, Social Media Today, Maximize Social Business, Elevation Web, Network for Good, Wild Apricot, and others. Her passion is to get nonprofits of all sizes to stop spinning their wheels on social media and to start getting real results using digital tools. You can check out her thoughts and ideas on all things nonprofit digital storytelling and social media at www.jcsocialmarketing.com/blog.

Summary

Stories have the power to persuade, to captivate, and to move people from passive to active. Human brains are wired to remember stories - not just to hear or listen to stories, but to experience them along with the storyteller. While the power and the principles of great storytelling have not changed since humans began to communicate, the landscape in which to tell stories certainly has. Digital technologies have fundamentally changed the way people research, consume, and share information. The current fast-changing, always-on digital reality demands ever-more creative approaches to storytelling - to grab attention, to pique curiosity, and to inspire action. How can we collect, craft, and share stories in order to take our audience from passive to active? Which channels should we use to maximize visibility for our stories? How can we make complex and difficult issues come to life through stories? This session will walk you through the secrets to nonprofit storytelling success in the digital age. Participants will walk away with actionable strategies, inspiration, and real-world examples of ways that even small nonprofits can get results with digital storytelling and digital access to the printable Storytelling in the Digital Age Workbook and Content Calendar template to start building their own digital storytelling plan.
Forum Session 4B: The Intended and Unintended Consequences of your Investment Policies

Date: Session 4 - Wednesday, October 30 (9-10:15am)

Speakers

Clint Long - VP and Director of Institutional Sales
Clint Long is the VP and Director of Institutional Sales for WealthSouth. Clint has an extensive background in planed giving solutions and donor relations. He is the Treasurer for Centenary United Methodist Church, Finance Chair for St. Joseph Hospital Foundation and Board Member of Family Counseling Services.

Summary

Your nonprofit’s investment policies can have unintended consequences. Join us for a discussion on whether or not your organization is ready for a planned giving program; understanding donor motivation; investment policy best practices; how these policies should alignment with your organizational goals and investments your nonprofit may want to avoid
Forum Session 4C: It Takes a Village: Working Together to Remove Social Barriers for Better Health Outcomes

Date: Session 4 - Wednesday, October 30 (9-10:15am)

Speakers

Morgan Kirk - Community Engagement Manager
Morgan Kirk, native of Harlan County, received her B.A. in Sociology from Morehead State University. After working in microsociology for six years in Eastern Kentucky, she settled in Hazard, KY where she became involved with civic and community organizations such as Kiwanis and InVision Hazard. Morgan serves as Manager of the Community Engagement team with WellCare Health Plans, Inc. This team looks at ways to overcome barriers in social determinants of health that lead to disparities in health outcomes. Through her role with WellCare Morgan is a Board member of the Housing Development Alliance, Northfork Local Food, Pathfinders of Perry County, and the Hazard-Perry County Community Ministries board.

Summary

Data is often critical to your organization’s funding requests. And it’s not always easy to collect… WellCare Health Plans Community Connections Program partners closely with nonprofits and community-based-organizations throughout Kentucky to remove the barriers and address social service gaps that improve health outcomes and create systemic change. These partnerships have resulted in data that demonstrates improved health outcomes and increased access to care. Join WellCare and some of their partners (are you having others join you?) to learn more about these partnership opportunities and their data analysis that could assist your organization in seeking more sustainable funding.
Forum Session 4D: Wild Times on the Nonprofit Frontier

Date: Session 4 - Wednesday, October 30 (9-10:15am)

Speakers

Michael Fine - Partner
Michael’s legal practice spans the full range of nonprofit and tax-exempt organization legal and tax issues. He advises public charities, private foundations, boards, and donors. Mike regularly assists clients with tax compliance and corporate planning matters including unrelated business, executive compensation, intermediate sanctions, joint ventures, affiliation strategies, reorganizations, property and sales tax, charitable contributions, IRS audits, and obtaining tax exemption from the IRS. Before joining Wyatt, Michael worked at large, international law firms in Chicago and Washington, D.C. He is a frequent speaker and author, and has been quoted in various publications including Modern Healthcare, The Chicago Tribune, Tax Analysts, and Bloomberg BNA's Daily Tax Report. Mike serves as Chair of the American Health Lawyers Association’s Tax & Finance Practice Group. He was recently selected by Louisville Business First for its “Forty Under 40” award.

Tad Myre - Partner
Tad is Co-Chair of the Firm's Health Care Service Team. He concentrates his practice in the areas of health care, taxation, nonprofit organizations, and general business law. He has extensive experience in the areas of health care organizations, including hospitals and physician practices, tax-exempt organizations, small business and joint ventures. Before joining Wyatt, Tad served as General Counsel with Norton Healthcare and was an attorney with the United States Tax Court. He often speaks and authors publications on tax-exempt and health care issues.

Summary

Tad and Mike will draw from their personal experiences and discuss knotty issues that can come up with small to medium-sized nonprofits, peppering their discussion with anecdotes. They will focus on the humorous, the unusual and the bizarre to share valuable lessons on good governance, compliance and problem solving.
Forum Session 5A: (Part 2 of a 2 Part Session) Storytelling in the Digital Age - Strategies to Stand Out, Get Noticed, and Build Your Movement

Date: Session 5 - Wednesday, October 30 (10:45am-12pm)

Speakers

Julia Campbell - Nonprofit Consultant & Speaker
Julia Campbell has run her digital marketing consulting business for almost a decade, focused exclusively on mission-driven organizations. A mom of 2 and a Retired Peace Corps Volunteer, she is the author of Storytelling in the Digital Age: A Guide for Nonprofits, a call-to-action for nonprofits to use stories to accomplish their missions. Based in Boston, Julia is a global authority on digital storytelling, with happy clients spanning the globe from Moscow to San Francisco. She has provided workshops and training to Meals on Wheels America, the Make-A-Wish Foundation, the Boys & Girls Clubs of America, and Facebook. Julia is a frequent contributor to Nonprofit Tech for Good, Social Media Today, Maximize Social Business, Elevation Web, Network for Good, Wild Apricot, and others. Her passion is to get nonprofits of all sizes to stop spinning their wheels on social media and to start getting real results using digital tools. You can check out her thoughts and ideas on all things nonprofit digital storytelling and social media at www.jcsocialmarketing.com/blog.

Summary

Participants in this session should register to attend Session 4A and 5A. Please refer to the session description for 4A to learn more about this 2-part learning opportunity.
Forum Session 5B: The Yin and Yang of Engaging Donors, Volunteers and Influencers

Date: Session 5 - Wednesday, October 30 (10:45am-12pm)

Speakers

Parker Harrington - Founder
Parker Harrington, founder of Sponsorship Plus, leads a small but mighty firm committed to helping nonprofits of all sizes raise more money, engage deeply committed volunteers and inspire influencers to take action. She is a trusted advisor to nonprofits of all sizes in markets across the country. She builds teams among staff and board through deep listening and sharing what she’s learned. Parker is often referred to as the Suze Orman of sponsorship -- high energy, knowledgeable and generous in sharing her expertise.

Summary

Raising awareness in communities for our mission is a top priority. And we understand that the more focused task that follows awareness raising -- building relationship with people who are most interested in our work and likely to become involved in our work -- is time consuming. But what if there was one system – with two key components -- to streamline starting conversations and engaging those with real interest? And what if it helped to bring a little more order to everything you’re currently doing? Learn how to simplify your engagement process into a Ying and Yang, and produces better outcomes. Case studies from various sized nonprofits, including associations bring even more clarify to the workshop content.
Forum Session 5C: Boards that Make a Difference

Date: Session 5 - Wednesday, October 30 (10:45am-12pm)

Speakers

Florence Tandy - Founder|Consultant
Florence Tandy is the founder and CEO of Leadership Bridges, a boutique consultancy with particular expertise in leadership development, governance, organizational performance, and strategic planning. Prior to that, Florence had a 30-year career in nonprofit leadership positions, most recently as the Executive Director for Northern Kentucky Community Action Commission (2005-2018). Her master’s degree in Organizational Leadership has provided the background needed to grapple with troubling leadership, governance, and sustainability issues as an executive, as a consultant and a board member. Florence has received such professional recognition as the Outstanding Executive award from the Kentucky Nonprofit Network (2013), the Outstanding Women of Northern Kentucky honor (2018), and community service awards from two Chambers of Commerce (Northern Kentucky in 2018, and Richmond, Kentucky in 1998). One of Kentucky’s most experienced nonprofit board members, Florence has served on the boards of a dozen or more organizations, and currently serves on the Board of Directors for the Kentucky Nonprofit Network. Florence is a UK basketball fan, an avid reader, and a pretty good gardener. She has two grown children and lives in southern Boone County with her husband of 39 years.

Summary

High functioning nonprofits rarely exists without strong, committed, and knowledgeable boards leading the way. In this workshop we will explore best practices in board development, structure, and meeting design using KNN's recently revised Principles and Practices to guide our discussion. And because boards will be boards, we will also discuss what to do when your board members behave badly.
Forum Session 5D: Getting Started With D&I

Date: Session 5 - Wednesday, October 30 (10:45am-12pm)

Speakers

Demetria Miles McDonald - Founder and CEO
Demetria Miles-McDonald is the Founder and CEO of Decide Diversity, a company focused on increasing the presence and effectiveness of underrepresented groups in the workplace, specifically in leadership positions. Demetria specializes in bringing the experiences of people who identify with two or more marginalized groups to the forefront, to better understand and utilize the strengths they bring to the workplace. Demetria's experience in industrial and organizational psychology have energized her to take action and lead today's leaders away from stereotypes and biases that prevent qualified people from reaching their highest potential.

Summary

Diversity and inclusion in everyday practice can be very overwhelming and it can be difficult to determine where to start. Effective diversity and inclusion looks at the entire employee lifecycle to better understand where bias, discrimination and inequality may creep in and camp out. Through case studies and real-world scenarios, you’ll get an overview of successful diversity and inclusion initiatives and how organizations have implemented them, as well as a plan for developing initiatives that create a culture where diverse individuals can thrive!
Forum Session 6A: Social Enterprise 101: New Ideas, New Revenue, More Mission Impac

Date: Session 6 - Wednesday, October 30 (1:45-3pm)

Speakers

Tom Bishop - Partner
Tom Bishop is a partner at CauseImpact LLC, a social enterprise consultancy which uses an innovative and collaborative approach to drive new revenue and greater mission impact. Previously he spent more than 30 years in media and media arts-based nonprofits, the last twenty of that as Chief Executive, and created multiple social enterprises to support and amplify the mission of his organizations. Along with his work in social innovation, Tom works with nonprofits on strategic direction, governance, and organizational development. CauseImpact helps nonprofits Do Good. Better!

Summary

Join CauseImpact for hands-on exploration of how social entrepreneurship can help you to increase innovation, grow your revenue, and amplify your mission. If you’ve often wondered if social entrepreneurship is a good fit for your organization or have a strategy cooking, this session is for you.
Forum Session 6B: Charitable Giving is Changing Part 1: New Strategies for Donor Retention & Annual Giving

Date: Session 6 - Wednesday, October 30 (1:45-3pm)

Speakers

David Cobb - Senior Consultant, Director of External Partnerships
David joined Ashley Rountree as an experienced fundraiser and senior nonprofit executive with more than 20 years experience leading innovative fund development, public affairs and strategic planning initiatives for a broad range of nonprofits. David’s diverse background in fundraising includes having led highly successful capital campaigns, major gifts initiatives, annual funds and events. An attorney, David brings extensive non-profit management experience with a special focus on organizational turnarounds and self-funded program creation.

Jeff Ashley - Partner, Founder and President
Jeff has over 25 years of non-profit leadership, management and fundraising experience. He has assisted numerous organizations in raising almost $1 billion throughout his career. Previously he served as Vice President for University Advancement for Spalding University in Louisville, Kentucky (The University subsequently became a client of Ashley & Associates). During his tenure, Spalding completed its first comprehensive capital campaign, raising $15.3 million on a $10 million goal. Prior to that Ashley served as Director of Major Gifts for the University of Louisville’s “Challenge for Excellence” Campaign. He played a leadership role in directing the silent and public phases of the campaign that raised over $340 million on a $200 million goal.

Lisa Resnik - Consultant
Lisa brings 30 years of executive non-profit leadership spanning roles in the arts, secondary and higher education, social services and cultural organizations. She specializes in organizational stewardship, capital campaigns, strategic planning, board engagement and operations. Most recently she held executive leadership and C-Suite roles with the Speed Art Museum and the Kentucky Science Center.

Mark Rountree - Vice President, Partner and Senior Consultant
Mark Rountree has made a career in development and institutional advancement for over 30 years, serving as both a consultant and development officer for several educational, cultural and health organizations. Mark’s vast experience includes planning and guiding diverse fundraising studies and campaigns, executive searches, and leadership coaching. As an advisor to volunteer leaders, Mark believes that it is important to practice what he preaches and make a personal commitment to also volunteer work on several local boards.

Summary

We've all seen the data and read the headlines -- charitable giving is changing, and for a variety of reasons. What reasons are valid? What should you be concerned about? And what should you do? Part 1 of this session will deal with strategies and solutions to continue to engage and secure gifts from smaller / mid-level donors, focusing on donor retention, annual giving, leveraging social media and building / securing a broad and deep base of donors. Join the team from Ashley|Rountree and Associates for this interactive session designed to learn proven -- and still to be prove -- methods to maximize sustainable giving and retain / grow donors in these changing times.
Forum Session 6C: Inspirational Leadership

Date: Session 6 - Wednesday, October 30 (1:45-3pm)

Speakers

Marian Guinn - Owner
Marian Guinn, owner of MG Coaching & Consulting, has a passion for leadership and believes that concentrated effort to improve the capacity of leaders is critical to future success. She works with leaders 1:1 as an executive coach or thought partner helping them move through transitions or achieve desired competencies. As a leadership trainer she works with teams to create customized professional development plans. As a consultant, she facilitates strategic planning processes, and works with organizations to enhance board engagement. She is co-founder of the High Impact Leadership Project, a 6-month leadership development program focused on emotional intelligence and leadership agility.

Summary

Research shows that anyone can become an inspiring leader. When employees aren’t just engaged, but inspired, organizations see real breakthroughs. In this workshop we will identify the attributes of inspirational leaders and consider how we can leverage our strengths to bring greater inspiration to each other and the workplace at large
Forum Session 6D: Tax and Accounting Update

Date: Session 6 - Wednesday, October 30 (1:45-3pm)

Speakers

Alice Cowley - Senior Manager
Alice is the Senior Manager at Crowe, LLP. She has twelve years of experience providing external audit services to a variety of clients, including colleges and universities, local governments, foundations, trade and membership organizations, and other not-for-profit entities. She holds degrees from Bellarmine University and Rhodes College.

Kim Scifres - Senior Manager
Kim has more than 30 years of experience serving tax-exempt organizations including complex healthcare organizations, private foundations and various other not-for-profit organizations. She has managed all tax compliance aspects for many organizations and is well versed in reporting issues faced by exempt organizations including Form 990 compliance, unrelated business income reporting, compensation and fringe benefits, and joint ventures.

Summary

This session will cover a general overview of the IRS Form 990, as well as provide an update on Kentucky sales tax as it relates to not-for-profits. The accounting update will also cover the recently issued ASU 2018-08 related accounting for Grants & Contracts that is required to be implemented by not-for-profits in the next fiscal year.
Forum Session 7A: Leverage the Power of Volunteers to Enhance Your Organization’s Mission

Date: Session 7 - Wednesday, October 30 (3:15-4:30pm)

Speakers

Amy Potts - Volunteer Development Coordinator
Amy Potts is a Volunteer Development Coordinator with Serve Kentucky. She coordinates the Service Enterprise Initiative, a volunteer management certification program of the Points of Light Foundation. Previously, Amy worked as the Director of Preservation Kentucky’s Heritage Program, providing educational workshops, and technical assistance for nonprofit organizations, local governments and property owners on models of best practices for rural preservation. She has also written and managed numerous National Science Byway grants for central Kentucky’s Lincoln Heritage Highway National Scenic Highway.

John Gillig - Program Manager of Volunteer Generation Fund
John is the Program Manager of the Volunteer Generation Fund. He joined Serve Kentucky, the State Service Commission that administers AmeriCorps, in January 2019. Prior to joining the Serve Kentucky staff, John served as a Commissioner on the Serve Kentucky Commission from 2014 through 2019, having been appointed to this position for one term by Governor Beshear and reappointed by Governor Bevin. John had an extensive career in government, working for the US House of Representatives, the Kentucky Office of the Attorney General, and for the Legislative Research Commission, the administrative arm of the Kentucky General Assembly. After leaving state government he worked with the national office of the YMCA, where he got to work for five years on nonprofit issues nationally and directly with YMCAs in 20 states.

Summary

Are you tired of putting out fires with your volunteer program? Join us to earn about research proven methods that will help you gain a greater return on your organization’s volunteer investment to better achieve your mission, increase your social impact and strengthen communities. Nonprofit leaders will share best practices in volunteer engagement and you’ll learn about new training opportunities and the volunteer recognition programs of Serve Kentucky, the State Service Commission on Volunteerism.
Forum Session 7B: Charitable Giving is Changing Part 2: Strategies for Major and Planned Giving

Date: Session 7 - Wednesday, October 30 (3:15-4:30pm)

Speakers

Brian Cohoon - CFP, AIF, CRPC, Consultant
Brian’s experience includes over 23 years in the financial and estate planning field. He is a Certified Financial Planner practitioner with significant experience in planned giving and charitable estate planning. He worked as a Senior Consultant for Renaissance Inc. where he helped advisors, donors and nonprofit organizations develop charitable estate plans. Renaissance Inc. is a national charitable trust administration company and has been a pioneer in the planned giving industry since the late 1980’s. In the process of his tenure at Renaissance, Inc., he was involved in the creation of over 500 charitable trusts for donors and over $500 million in trust assets directed to charities. He came to Louisville as Director of Planned Giving for Norton Healthcare where he oversaw the Planned Giving program for The Norton Hospital Foundation and Kosair Children’s Hospital. During his tenure, he established their first Planned Giving Society and helped to grow and manage the largest planned giving office in the state of Kentucky.

David Cobb - Senior Consultant, Director of External Partnerships
David joined Ashley Rountree as an experienced fundraiser and senior nonprofit executive with more than 20 years experience leading innovative fund development, public affairs and strategic planning initiatives for a broad range of nonprofits. David’s diverse background in fundraising includes having led highly successful capital campaigns, major gifts initiatives, annual funds and events. An attorney, David brings extensive non-profit management experience with a special focus on organizational turnarounds and self-funded program creation.

Jeff Ashley - Partner, Founder and President
Jeff has over 25 years of non-profit leadership, management and fundraising experience. He has assisted numerous organizations in raising almost $1 billion throughout his career. Previously he served as Vice President for University Advancement for Spalding University in Louisville, Kentucky (The University subsequently became a client of Ashley & Associates). During his tenure, Spalding completed its first comprehensive capital campaign, raising $15.3 million on a $10 million goal. Prior to that Ashley served as Director of Major Gifts for the University of Louisville’s “Challenge for Excellence” Campaign. He played a leadership role in directing the silent and public phases of the campaign that raised over $340 million on a $200 million goal.

Paula Swope - Director of Grant Professionals Division Partnership
Paula Swope made a life changing decision to leave her position as the Associate Director of Partners for Education at Berea College to become a grant professional consultant. After years of working with colleges and universities, Paula decided to pursue her passion of helping nonprofit organizations achieve sustainability. She always thought that if she could make a decent living helping others she would be happy, and this has been the case for the past two years. Paula is a Madison County native. When she married her husband, Will, they moved to Louisville, KY in September 2015. Philanthropy is deeply embedded in the culture of Louisville, and Paula has had ample opportunities to put her unique skill set to excellent use in the community. In her short career working independently, she has secured $3,000,000 in funding for Louisville nonprofits.

Summary

Part 2 of this session (and don't worry if you miss Part 1!), will focus on the impact of the changes to tax policy on charitable giving that still may not be known for at least another year. You may be surprised to hear that some of the changes aren't all bad news -- especially for major and/or planned giving programs, and for corporate giving and engagement. This session will discuss strategies for nonprofits with existing programs or those ready to launch and grow, helping your nonprofit implement strategies to capitalize on the new tax law changes and focus on major and planned giving opportunities. Join the team from Ashley|Rountree and Associates for this interactive session designed to learn proven -- and still to be prove -- methods to maximize sustainable giving and retain / grow donors in these changing times.
Forum Session 7C: Advancing Our Understanding of Bias and Privilege within Our Organizations

Date: Session 7 - Wednesday, October 30 (3:15-4:30pm)

Speakers

Demetria Miles-McDonald - Founder and CEO
Demetria Miles-McDonald is the Founder and CEO of Decide Diversity, a company focused on increasing the presence and effectiveness of underrepresented groups in the workplace, specifically in leadership positions. Demetria specializes in bringing the experiences of people who identify with two or more marginalized groups to the forefront, to better understand and utilize the strengths they bring to the workplace. Demetria's experience in industrial and organizational psychology have energized her to take action and lead today's leaders away from stereotypes and biases that prevent qualified people from reaching their highest potential.

Summary

If you’ve spent time developing a diversity and inclusion initiative, you probably have heard of bias and privilege. There are many misconceptions surrounding bias and privilege, why they exist, and how we can manage them. Bias and privilege are both touchy topics that can easily leave people feeling defenseless. Learn how to facilitate conversations within your organization that is equally focused on the ‘problem’ of bias and privilege, as well as, the ‘solution.’ In this advanced diversity and inclusion workshop, learn how one’s intersectional identity is privileged and marginalized; how one’s intersectional identity is privileged and marginalized compared to others; and how to use one’s privilege to fight on behalf of others. People are multidimensional and complex, focusing on bias and privilege from an intersectional perspective helps expand our definition of diversity, inclusion and equity.
Forum Session 7D: Outsourcing: An Efficient Option for Your Back Office?

Date: Session 7 - Wednesday, October 30 (3:15-4:30pm)

Speakers

Justin Hubbard - Accounting and Financing Outsourcing
Justin currently leads Dean Dorton’s Accounting and Financial Outsourcing (AFO) group, providing outsourced accounting and business consulting services to clients throughout the country in a variety of industries. A primary focus of the AFO group is leveraging technology to automate processing, while gaining greater insights to information that will help business leaders make decisions and achieve business goals. Upon obtaining his Bachelor’s degree from the University of Kentucky in 2003, Justin spent two years overseeing the accounting department of a privately held coal company. In December 2005, he obtained his Master’s degree in Accounting from the University of Kentucky and began practicing public accounting at Dean Dorton in January 2006. He has provided audit, tax, and consulting services for clients in various industries throughout Kentucky. Justin has 12 years of public accounting experience, providing assurance, accounting, business advisory, and tax services to clients in the healthcare, construction, natural resource, nonprofit, and higher education industries. Justin works specifically within our healthcare and natural resource industry teams. Prior to coming to Dean Dorton, Justin worked for various small businesses and has a passion for working alongside small business and local entrepreneurs.

Summary

Limited funding and/or staffing expertise can often hamper a nonprofits’ ability to effectively handle important finance, human resources an IT functions necessary for the organization’s success - regardless of the size of the nonprofit. Justin will provide an overview of some of the options for outsourcing these operations, national and state trends in outsourcing, pros and cons of this solution and what to look for when evaluating if an outsourcing solution is right for your nonprofit.
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