Leadership II (Staff & Volunteers) and Legal Compliance & Ethics | Virtual Standards Series (3 of 6)

06/30/2021 10:00 AM - 12:30 PM ET




Leadership Part II (Staff & Volunteers) and Legal Compliance & Ethics | Virtual Standards for Excellence Implementation Workshop Series (3 of 6)
Wednesday, June 30 | 10:00 AM – 12:30 PM | Interactive Web Meeting

Moderated by: Tish Mogan, Standards for Excellence Director, PANO

Presented by: Standards for Excellence Licensed Consultants Deb Drury and Tom Tupitza, Esq.

Do you want to more your organization to the next level of effectiveness? Would you like to incorporate the latest practices to strengthen your leadership and management and could use some support? Would you like to have the potential of raising more money because donors and funders are confident about the quality of your programs and you have evidence to prove it? Are you feeling like there is something mor eyou could do to promote excellence in your organization?

If your answer to any of these questions is YES, the Virtual Standards for Excellence® Implementation Workshop Series is for you! This session, the third of six, covers the third Guiding Principle of the Standards for Excellence: Leadership Part II (Staff & Volunteers) and Legal Compliance & Ethics. We’ll look at things like organizational and management structure, compensation procedures, personnel policies, volunteer policies, legal requirements for creating inclusive workplaces, and more. We’ll provide lots of tools and resources for putting the information shared into practice, including:

  • Sample New Employee Orientation Checklist
  • Sample Document Retention Policy
  • Sample Remote Work Policy
  • Sample Employee Handbook
  • Model Volunteer Program Policies and Procedures
  • Legal Checklist of Compliance with Selected Legal, Regulatory, and Financial Reporting Requirements for Nonprofits
  • Sample Code of Ethics


Join us for just this one or attend all six in the series! While all six workshops complement each other, they can each be viewed independently of the others. Don’t worry if you missed a previous session or can’t attend every session – just sign up for the full series and you’ll receive a copy of the recording and supporting materials for all six.


Each session will be interactive, offering opportunities to learn from the wisdom in the room through peer-to-peer sharing. We’ll have large group discussions where you’ll discover useful tips and strategies for applying the Standards in your organization as well as small group discussions using breakout rooms, where you can really dig in to how others’ practices can help you improve your operations (and where you can share promising practices of your own!).


Six Session Series Agenda:

All sessions take place on Wednesdays from 10:00 AM – 12:00 PM EST except session 3 of 6, Leadership Part II and Legal Compliance & Ethics, which will run an extra half hour, from 10:00 AM-12:30 PM EST. Click on each session title for more.


June 2, 2021: Mission, Strategy, and Evaluation (presented by Judy Belaires, CFRE)

  • Mission and Impact
  • Planning Strategically
  • Organizational Evaluation
  • Program Evaluation
  • Strategic Partnerships


June 16, 2021: Leadership Part 1 (Board) (presented by Rosalind Spigel, MSOD, ACC)

  • Leadership and Governance
  • Fiduciary Responsibility
  • Effectiveness
  • Succession Planning
  • Board Member Independence


June 30, 2021: Leadership Part 2 (Staff & Volunteers) and Legal Compliance and Ethics (presented by Deb Drury and Tom Tupitza, Esq.)

  • Executive Functions and Supporting the Board
  • Diversity, Equity and Inclusion
  • Maintaining Legal Compliance
  • Required Public Disclosures
  • Whistleblower and Conflicts of Interest
  • Ethics


July 14, 2021: Finance and Operations (presented by Cindy Bergvall, CPA)

  • Financial Budgeting, Reporting and Monitoring
  • Internal controls and Financial Policies
  • Personnel Policies
  • Administrative Policies
  • Risk Management and Insurance


July 28, 2021: Resource Development (presented by Stephanie Cory, CFRE, CAP)

  • Resource Plan
  • Sources of Income
  • Fundraising Activities
  • Donor Relationships and Privacy
  • Acceptance of Gifts
  • Fundraising on Behalf of the Organization


August 11, 2021: Public Awareness, Engagement, and Advocacy (presented by Ashley Suhler Tobin)

  • Educating and Engaging the Public
  • Advancing the Mission through Public Policy and Advocacy
  • Engaging in Lobbying and Political Activity
  • *Last 30 minutes optional for those who wish to learn about the accreditation and recognition program.


Single Login Cost:

Leadership Part II Web Meeting – $45 for PANO Members | $100 for Not-Yet Members

Full Series (20% Discount) – $216 for PANO Members | $480 for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login; multiple accesses to the Zoom webinar are not permitted. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Screening Cost:
Leadership Part II Web Meeting – $150 for PANO Members | $333 for Not-Yet Members

Full Series (20% Discount) – $720 for PANO Members | $1,598 for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing the webinar or the full series, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 10 individuals to add to your group ticket.


This option makes the most sense when you have 4-10 individuals interested in viewing the webinar and/or series. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email christina@pano.org to discuss options.

Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All registrants will receive a recording of the webinar following the live session!

What People Say About the Standards for Excellence:

“The information provided during these sessions would be so helpful for any board member, new or seasoned!”


“This workshop should be mandatory for all Governing Board members in a non-profit. I believe all the information presented to us was important and needs to be communicated to all board members.”


“I would highly recommend the accreditation process to any organization in the nonprofit sector looking to maximize their potential. The process is very straightforward, and the staff at PANO are a pleasure to work with!” – Nicolle Schnovel, Co-Executive Director, Berks Connections/Pretrial Services


“The Standards for Excellence seminars have certainly helped us all to improve multiple aspects of our organizations. I didn't have any idea how much I would learn from the process. I think the nonprofit sector in our area has moved up a notch because of the program! With the resources provided, I can focus on the actual programming and service delivery to our constituents. Thank you for such a great learning experience!” Mark Moyer, Executive Director, Setebaid Services

About the Facilitators:

Tish Mogan, Standards for Excellence Director, PANO (Series Moderator)

Tish earned an MBA with concentration in Nonprofit Management from Eastern University. This follows an MA in Theology from St. Bonaventure University and a BA in Mathematics with a minor in education from Gwynedd Mercy College.


Tish brings tremendous amount of experience in the fields of education, nonprofit administration, and business. Her education experience spans secondary through graduate level with previous experience as an adjunct faculty at Eastern University’s MS in Nonprofit Management program. Tish brings professional administration experience in creating and leading integrated strategies to align organizational objectives with key constituencies (investors, students, staff, and communities). Areas of expertise include program development, fundraising, fiscal and legal accountability, policy development, board management, and strengthening ethical cultures in organizations.


Currently, Tish serves on the board of PathStone Corporation. Learn more about Tish here.


Deb Drury (Session Co-Presenter)

Wherever you are in your journey as a leader or as an organization, Deb is ready to help you take your next steps toward building a productive, sustainable, and thriving future. She believes it is all about you and your vision for your future. Don’t know what that vision is? She can help you. She can also work with you to create (or get back on) a path that will get you there.


With over 30 years of nonprofit experience, Deb has worked with a wide variety of organizations, from start-ups to well-established groups, including camps, counseling centers, churches, and libraries. Building on her experience, Deb has trained and qualified as a Standards for Excellence Licensed Consultant as well as a Gallup Certified Strengths Coach. She also holds a certificate in financial coaching. She holds an M.S. in Library and Information Science and a handful of undergraduate degrees that have supported her in her adventures.


Loving what she does for work makes it imperative that she find time for rest and refueling. To come back stronger, she enjoys being near the ocean, spending time with friends and family, and drinking lots of really good coffee. Learn more about Deb here.


Thomas A. Tupitza, Esq., Knox McLaughlin Gornall & Sennett, P.C. (Session Co-Presenter)

Tom has advised clients in the private, public, and nonprofit sectors on governance, finance, and real estate matters for over 35 years. He has served as President of Knox Law – a 40-member firm based in Erie, with offices in Pittsburgh, North East, and Jamestown, New York – since 2007. He is currently included in The Best Lawyers in America® for Public Finance Law, Health Care Law, Real Estate Law, and Land Use & Zoning Law.


Tom is a graduate of Westminster College and Harvard Law School, where he served as Executive Editor of the Harvard Civil Rights-Civil Liberties Law Review. In addition to his extensive professional service to nonprofits, Tom has volunteered on several nonprofit boards. He is currently Chair of the Erie Regional Chamber and Growth Partnership and a director of the United Way of Erie County, the Foundation for Erie’s Public Schools, and the Warner Theatre Preservation Trust. Learn more about Tom here.

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