Leadership Part 2: Staff, Volunteers & Legal Compliance & Ethics | Standards Series (3 of 6)

05/17/2023 10:00 AM - 12:30 PM ET

Location

Description

Leadership Part 2 (Staff & Volunteers) and Legal Compliance & Ethics | Virtual Standards for Excellence Implementation Workshop Series (3 of 6)
Wednesday, May 17 | 10:00 AM – 12:30 PM EST | Interactive Web Meeting

Moderated by: Heather Giampapa, Director of Standards for Excellence and Development, PANO

Presented by: Standards for Excellence Licensed Consultants Rosalind Spigel, MSOD, ACC and Thomas A. Tupitza, Esq.

 

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 third of six, covers the third Guiding Principle of the Standards for Excellence: Leadership Part 2 (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 provides 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! Sessions will take place every other Wednesday, starting April 19. While all six workshops complement each other, they can each be viewed independently of the others. Don’t worry if you can’t attend every session – if you sign up for the full series, 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 into how others’ practices can help you improve your operations (and where you can share promising practices of your own!).

 

Six Session Series Agenda:

 

April 19, 2023: Mission, Strategy, and Evaluation (presented by Deborah Drury)

 1:00 p.m. – 3:00 p.m.

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

 

May 3, 2023: Leadership Part 1: Board (presented by Karen Hosler Kispert)

10:00 a.m. – 12:00 p.m.

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

 

May 17, 2023: Leadership Part 2: Staff, Volunteers, and Legal Compliance and Ethics (presented by Rosalind Spigel, MSOD, ACC, and Thomas A. Tupitza, Esq.)

10:00 a.m. – 12:30 p.m.

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

 

May 31, 2023: Finance and Operations (presented by Cindy Bergvall, CPA)

10:00 a.m. – 12:00 p.m.

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

 

June 14, 2023: Resource Development (presented by Stephanie Cory, CFRE, CAP)

10:00 a.m. – 12:00 p.m.

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

 

June 28, 2023: Public Awareness, Engagement, and Advocacy (presented by Linda Rentschler)

10:00 a.m. – 12:00 p.m.

  • 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 2/Legal Compliance 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 2/Legal Compliance 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, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 9 other individuals to add to your group ticket.

This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. 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 at 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 program offered great insights on policies, procedures, and responsibilities of directors and staff.”

 

“I like that the classes allowed me to interact with other nonprofits and share ideas and resources.”

 

“This course reminds me of the value of being a PANO member. I have been sharing the information with our Leadership Team and reminding them to access the PANO website for resources, etc.”

 

“I appreciated the ability for open discussion throughout the session and Hearing stories of real experiences.”

 

About the Facilitators:

Heather Giampapa, Director of Standards for Excellence and Development, PANO

Heather brings twenty-plus years of development, communications, and nonprofit management experience to her role as PANO’s Director of Standards for Excellence and Development. Her career has included positions working in a variety of nonprofit fields, including health and human services, higher education, the arts, and healthcare.

 

Prior to joining the PANO team full-time, Heather worked part-time with the organization in membership, development, and conference management. She received her undergraduate degree in English and History from Muhlenberg College, her Master of Arts from the University of Richmond, and became a Certified Fund Raising Executive in 2017.

 

Rosalind Spigel, MSOD, ACC, Principal, Spigel Consulting (Session Co-Presenter)

Rosalind Spigel believes in the difference nonprofits can make. Her vision is to make the world a better place by increasing the effectiveness of mission-driven organizations, and to help nonprofits – and the people in them – grow and prosper.

Rosalind brings creativity, innovation, and insight to nonprofit systems to support engagement and alignment of leadership, staff, and volunteers to achieve shared goals in service to the organization’s vision. In consultation with her clients, Rosalind designs and facilitates strategic planning through implementation, board development, leadership coaching, capacity building interventions, and workshops tailored to nonprofit experiences.

Rosalind received DEI training through the National Coalition Building Institute and Race Forward, and has published a series of articles on implicit gender bias. Other articles include The Sacredness of Change and Developing Leadership: Using Triggers as a Wake-Up Call. She is the recipient of the Hal Kellner Award for contributions to issues of diversity and social justice.

A former Executive Director, Rosalind brings over 30 years of experience in working for and with nonprofits. Learn more about Rosalind here.

Thomas A. Tupitza, Esq, President, Knox Law (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. A past president of the Pennsylvania Association of Bond Lawyers, he is active as bond counsel in tax-exempt financing transactions for nonprofits, school districts, and municipalities. 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. He is an elected member of the American Law Institute, having served on its Consultative Groups for the Restatement of the Law, Charitable Nonprofit Organizations, and Principles of the Law, Compliance, Risk Management, and Enforcement. He is a member of the Charitable Organizations Committee of the Pennsylvania Bar Association and is active in several other professional organizations. In addition to his extensive professional service to nonprofits, Tom has volunteered on several nonprofit boards. Learn more about Tom here.

 

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