Leadership Part 1: Board | Virtual Standards for Excellence Implementation Workshop Series (2 of 6)

11/18/2020 10:00 AM - 12:00 PM ET



Leadership Part I: Board | Virtual Standards for Excellence Implementation Workshop Series (2 of 6)
Wednesday, November 18 | 10:00 AM – 12:00 PM | Interactive Web Meeting

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

Presented by: Standards for Excellence Licensed Consultants Nancy Dunleavy, Mark Glidden, and Patricia Cook

Sponsored by: United Way of Southwestern PA

Could you use support in navigating through these turbulent times of COVID 19 and civil unrest? Do you want to move 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 more you 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 second of six, covers the second Guiding Principle of the Standards for Excellence: Leadership Part I: Board. We’ll look at things like board member responsibility, the board-executive partnership, what should be considered when succession planning, and more. We’ll provides lots of tools and resources for putting the information shared into practice, including:

  • Sample Bylaws
  • Sample Board Evaluation
  • Sample Executive Director Evaluation Process Tool
  • Sample Leadership Development and Succession Plan


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 four, Finance and Operations, which will take place on Thursday, December 17.


November 4, 2020: Mission, Strategy, and Evaluation (presented by Dr. Ivy Buchan and Ashley Suhler Tobin)

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


November 18, 2020: Leadership Part 1: Board (presented by Nancy Dunleavy, Mark Glidden, and Patricia Cook)

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


December 2, 2020: Leadership Part 2: Staff, Volunteers, and Legal Compliance and Ethics (presented by Nancy Dunleavy 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


December 17, 2020: Finance and Operations (presented by Cindy Bergvall, CPA, and Stephanie Cory)

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


January 6, 2021: Resource Development (presented by Stephanie Cory)

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


January 20, 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 I 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 I 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 or more individuals interested in viewing the webinar, please have one person register selecting the group screening rate, then send a list of all individuals viewing the webinar (including names and email addresses) to christina@pano.org. This option makes the most sense when you have 4 or more individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option.

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.


Nancy Dunleavy, Founder & CEO, Dunleavy & Associates (Session Co-Presenter)

In 2001, Nancy founded Dunleavy & Associates, a woman-owned business that empowers charitable organizations to achieve their fullest potential. She was named by LEADERSHIP Philadelphia as one of Philadelphia’s “Top 101 Connectors” and by the Philadelphia Business Journal as one of the 25 Women of Distinction in 2006. For the last three years, Dunleavy has been recognized by the Philadelphia Business Journal as one of the top 100 women-owned businesses in Philly.


Nancy brings an extensive network of contacts and relationships to clients of the firm. Her ability to “cross industry sectors” has been cited as one of the characteristics of true connectors and she is successful in engaging collaborations between and among the educational community, the political community, the nonprofit community, and the corporate community.


A committed and engaged community leader, Nancy contributes her time and talent to several organizations and nonprofit boards of directors in the southeast PA region. She chairs the Gwynedd Mercy University Board of Trustees, and serves on the LEADERSHIP Philadelphia Board of Directors, as Treasurer of the Valley Forge Convention and Visitors Bureau Board of Trustees, and Vice Chair of the Union League of Philadelphia Board of Directors. Learn more about Nancy here.


Mark Glidden, Dunleavy & Associates (Session Co-Presenter)

Mark spent decades in the technology field building teams from the ground up. His work in the nonprofit sector includes over a dozen leadership and board positions involving hunger, disaster home-rebuilding after Hurricane Katrina, planning and zoning board appointments in his hometown, and with the Central Bucks Chamber of Commerce. Mark truly enjoys spending time with others, especially those called to help others. He is an active Rotarian and savors the time he can spend with his wife, Chris, and their college-age children. Learn more about Mark here.


Patricia Cook, Dunleavy & Associates (Session Co-Presenter)

Patty joins Dunleavy & Associates from the corporate sector with experience across a broad range of industries including healthcare, financial services, and education. She has diverse analytical, technical, administrative, and project management skills. Patty prides herself on her natural ability to build relationships, her detail-oriented approach and the high energy she brings to project management.


A lifelong learner Patty earned a bachelor’s degree from American University in International Relations and Economics, a master’s in Education in Instructional Technology from St. Joseph’s University, and an MBA in Finance from Drexel University. Learn more about Patty here.


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