event Agenda

 

REGISTRATION, NETWORKING, & CONTINENTAL BREAKFAST
7:45 A.M. – 8:30 A.M.
Sponsored BY: WPS logo

WELCOME & KEYNOTE SESSION
8:30 A.M. – 10:00 A.M.

Alonzo Kelly

Are we a community of trees or one magnificent forest? The answer is in our roots!

A tree is made up of many branches and many leaves.  A forest similarly is made up of many trees with a rich diversity of leaves.  The Pando Forest and Northeast Wisconsin share a common unique trait which is essential to their survival.  Both rely on a single root system for survival.  A strong talent, financial, educational, and charitable root system is absolutely essential for the survival of the region.  Intentional focus on the root system is the key to enhanced health and well-being of the region.

Alonzo Kelly
Founder & CEO
Kelly Leadership Group, LLC

A dynamic executive coach, professor, three-time best-selling author, and radio host, Alonzo Kelly has gained global attention as a premier consultant and strategist. Alonzo is recognized as one the nation’s leading experts on leadership development, strategic thinking, planning, and acting which results in individual and organizational goal achievement. He has served over 1,000 individuals through personal and professional development, delivered training to a plethora of fortune 500 companies, colleges, universities, and nonprofit organizations. Alonzo holds a bachelor’s degree, multiple master’s degrees, and is pursuing two doctorate degrees. Find more at www.alonzokelly.com.

Break
10:00 A.M. – 10:15 A.M.

 

Morning Breakout sessions
10:15 A.M. – 11:30 A.M.

Choose a session

Ten Basic Principles of Nonprofit Boards

Presented by: Amy Biersteker & Brad DeLeeuw
Schenck
This breakout is designed specifically for board members.

The need for effective board leadership and governance knows no geographic boundaries. The goal is to help nonprofit board members and the groups they represent understand their primary roles and responsibilities. Board members who know and understand their mutual responsibilities are better equipped to advance their organization's mission and, in turn, strengthen their communities. As a result of this, organizations can ensure they have the resources, leadership, and oversight necessary to carry out vital activities critical to every nonprofit board.

Join Schenck's Business Optimization team members Amy Biersteker, managing director, and Brad DeLeeuw, senior human resource consultant, as they walk through how to structure your board in the most efficient manner and how to accomplish governance work in the spirit of the mission of your organization.

Learning Objectives
1. Board member responsibilities
2. How to structure the board in the most efficient manner
3. How to accomplish governance work in the spirit of the mission of the organization

Presented by: Mark Germano
Creating Solutions
This breakout is designed specifically for nonprofits and board members.

There are 2,000,000 not-for-profit organizations in the United States, and all of them are trying to generate consistent financial support for their organization. Additionally, all of these organizations rely extensively on volunteers to help raise awareness, concern, and cash for their annual operations. Almost all of the volunteers come into their favorite not-for-profit wanting to help them achieve their mission, and then grit their teeth when they confront the reality of raising money for their favorite cause. This interactive, lively, and engaging session will help all participants; volunteers, board members, and staff learn how to blend the are and science of fund development.

Learning Objectives
1. Key motivators and turn offs for donors
2. Learn the difference between transactional and transformational fund development
3. Key data points to know to help attendees understand the strengths and weaknesses within their fund development program

Presented by: Michelle Linville
Big Brothers Big Sisters of North Alabama
This breakout is designed specifically for corporate organizations, nonprofits, and board members.

Where did you go to school? Do you think that refers to college or high school? Who are you parents? Grandparents? Does it matter when you’re at work? Do you ever finish a meeting with a hug or a handshake? If it’s a hug, is that ever appropriate? Did you send that last message via text or email? Should you have picked up the phone instead? Wait, what about in person? Answer(s): It’s depends. Business is conducted differently depending on where you live and whether your work in a small town or a bigger city (even for non-profits).

Learning Objectives
1. Some basic communication (community engagement, daily operations, and fundraising) differences between rural and urban settings. Are local terms or phrases ever okay?
2. Of those, which are acceptable, and do they differ based on the audience's roles, age, genders, and city size?
3. How you and your audience fit into those roles…the dance or negotiation, if you prefer.

Presented by: Cindi Phallen
Create Possibility
This breakout is designed specifically for nonprofits and board members.

Every nonprofit needs to raise dollars to fund its important mission work, and yet a chief complaint from Executive Directors/CEOs is that boards don't fully engage in fundraising. It's time to change the conversation and get different results. If you want to strengthen your culture of philanthropy, stop talking about money! Let's transform your passive volunteers into passionate partners who raise awareness and money for your cause! Based on a proven success formula that begins with mindset, you will enroll amazing ambassadors that don't "ask for money." Learn how to reach your goals faster and leave with a checklist of action items in this active session.

Learning Objectives
1. Adopt a new way of thinking about how to approach donors and achieve goals faster
2. Equip board members to overcome the top 3 reasons they struggle when it comes to fundraising
3. Expand the fundraising team with eager ambassadors ready to crusade for your cause

Ten Basic Principles of Nonprofit Boards

Presented by: Amy Biersteker & Brad DeLeeuw
Schenck
This breakout is designed specifically for board members.

The need for effective board leadership and governance knows no geographic boundaries. The goal is to help nonprofit board members and the groups they represent understand their primary roles and responsibilities. Board members who know and understand their mutual responsibilities are better equipped to advance their organization's mission and, in turn, strengthen their communities. As a result of this, organizations can ensure they have the resources, leadership, and oversight necessary to carry out vital activities critical to every nonprofit board.

Join Schenck's Business Optimization team members Amy Biersteker, managing director, and Brad DeLeeuw, senior human resource consultant, as they walk through how to structure your board in the most efficient manner and how to accomplish governance work in the spirit of the mission of your organization.

Learning Objectives
1. Board member responsibilities
2. How to structure the board in the most efficient manner
3. How to accomplish governance work in the spirit of the mission of the organization

Speaker Bios

Seriously, Do I Have to Ask for Money?

Presented by: Mark Germano
Creating Solutions
This breakout is designed specifically for nonprofits and board members.

There are 2,000,000 not-for-profit organizations in the United States, and all of them are trying to generate consistent financial support for their organization. Additionally, all of these organizations rely extensively on volunteers to help raise awareness, concern, and cash for their annual operations. Almost all of the volunteers come into their favorite not-for-profit wanting to help them achieve their mission, and then grit their teeth when they confront the reality of raising money for their favorite cause. This interactive, lively, and engaging session will help all participants; volunteers, board members, and staff learn how to blend the are and science of fund development.

Learning Objectives
1. Key motivators and turn offs for donors
2. Learn the difference between transactional and transformational fund development
3. Key data points to know to help attendees understand the strengths and weaknesses within their fund development program

Speaker Bios

It's All About Culture

Presented by: Michelle Linville
Big Brothers Big Sisters of North Alabama
This breakout is designed specifically for corporate organizations, nonprofits, and board members.

Where did you go to school? Do you think that refers to college or high school? Who are you parents? Grandparents? Does it matter when you’re at work? Do you ever finish a meeting with a hug or a handshake? If it’s a hug, is that ever appropriate? Did you send that last message via text or email? Should you have picked up the phone instead? Wait, what about in person? Answer(s): It’s depends. Business is conducted differently depending on where you live and whether your work in a small town or a bigger city (even for non-profits).

Learning Objectives
1. Some basic communication (community engagement, daily operations, and fundraising) differences between rural and urban settings. Are local terms or phrases ever okay?
2. Of those, which are acceptable, and do they differ based on the audience's roles, age, genders, and city size?
3. How you and your audience fit into those roles…the dance or negotiation, if you prefer.

Speaker Bios

The New Language of Fundraising

Presented by: Cindi Phallen
Create Possibility
This breakout is designed specifically for nonprofits and board members.

Every nonprofit needs to raise dollars to fund its important mission work, and yet a chief complaint from Executive Directors/CEOs is that boards don't fully engage in fundraising. It's time to change the conversation and get different results. If you want to strengthen your culture of philanthropy, stop talking about money! Let's transform your passive volunteers into passionate partners who raise awareness and money for your cause! Based on a proven success formula that begins with mindset, you will enroll amazing ambassadors that don't "ask for money." Learn how to reach your goals faster and leave with a checklist of action items in this active session.

Learning Objectives
1. Adopt a new way of thinking about how to approach donors and achieve goals faster
2. Equip board members to overcome the top 3 reasons they struggle when it comes to fundraising
3. Expand the fundraising team with eager ambassadors ready to crusade for your cause

Speaker Bios

Lunch
11:30 A.M. – 12:15 p.M.

 

Afternoon Breakout Sessions
12:15 P.M. – 1:30 p.M.

Choose a session

Overcoming Compassion Fatigue

Presented by: Leah Thibodeau
St. Joseph Food Program
This breakout is designed specifically for corporate organizations, nonprofits, and board members.

Repeatedly working with people in need can, in time, leave us feeling cynical and apathetic. Whether it's our coworkers, volunteers, or the people we serve, there may be times that we find ourselves not acting as generously as we'd like. This workshop will examine what compassion is, and what it isn't. We will understand compassion fatigue, and how it differs from burnout. Participants will learn steps they can take to be reminded of our shared humanity, and focus on positive assumptions about those around us. Then, attendees will examine ways to boost their organization's compassion competence, creating a more supportive and productive environment.

Learning Objectives
1. Participants will know what compassion is and isn't.
2. Participants will identify ways to bolster their personal resilience to compassion fatigue.
3. Participants will learn the foundation of strong compassion competence throughout their organization.

Presented by: Jason Schulist
Generative Local Community Institute (GLCI)
This breakout is designed specifically for corporate organizations, nonprofits, and board members.

Jason will describe how nonprofits can utilize methods of continuous improvement to improve their outcomes. Examples will be shared from the POINT initiative in northeast Wisconsin, from Skillsfest - an annual meeting to share learning about community problem solving, and from GLCI's work to build community peer learning networks. Learn how CISquared is helping our local community and how you may be able to tap this resource of continuous improvement coaches from business.

Learning Objectives
1. Understand methods of problem solving being used in community work
2. The power of working together in a system
3. That there is access and opportunity to apply these methods with the help of local resources

Presented by: Cindi Phallen
Create Possibility
This breakout is designed specifically for nonprofits and board members.

Our world is moving faster and how you do business is changing. Today nonprofits must balance agility with a commitment to a focused strategy in order to maximize their mission. But you’re already overwhelmed with competing priorities and not enough time – how in the world can you embark on a strategic planning process? How do you engage the board so they see the benefits of planning? And how can you resist the urge to just shelve the plan once complete? No worries! Learn how to adopt a simplified process for a strategic framework that won’t derail your other priorities. Staying on track? No problem – discover how to incorporate your strategic goals into how you work already. Join this highly interactive session and get relief from your planning worries!

Learning Objectives:
1. Discover the benefits of strategic planning and how to persuade others to embrace it
2. Adapt the 5 stages of planning into a simple process that works for you
3. Identify ways to monitor execution and maximize progress to your goals

Presented by: Lacey Silbernagel & Kim LaPoint
Schenck
This breakout is designed specifically for nonprofits and board members.

Are you a not-for-profit board member? If so, oversight for your organization's overall sustainability rests in your hands, and understanding of its financial position and related compliance is critical. One of your responsibilities is to review and sign off on your organization's Form 990. You'll also need to know which sections to review closely and how they relate to preparing financial statements and preparing for an audit.

Join Schenck's Not-for-Profit team members Lacey Silbernagel, manager, and Kim LaPoint, supervisor, as they walk through common items board members must prepare before an audit and what internal controls your organization should have in place. In addition, learn what board members should watch for on the 12-page Form 990 and related schedules.

Learning Objectives
1. Form 990: key points for board members
2. The link between financial statements and the Form 990
3. Potential tax exposure for not-for-profit organizations

Overcoming Compassion Fatigue

Presented by: Leah Thibodeau
St. Joseph Food Program
This breakout is designed specifically for corporate organizations, nonprofits, and board members.

Repeatedly working with people in need can, in time, leave us feeling cynical and apathetic. Whether it's our coworkers, volunteers, or the people we serve, there may be times that we find ourselves not acting as generously as we'd like. This workshop will examine what compassion is, and what it isn't. We will understand compassion fatigue, and how it differs from burnout. Participants will learn steps they can take to be reminded of our shared humanity, and focus on positive assumptions about those around us. Then, attendees will examine ways to boost their organization's compassion competence, creating a more supportive and productive environment.

Learning Objectives
1. Participants will know what compassion is and isn't.
2. Participants will identify ways to bolster their personal resilience to compassion fatigue.
3. Participants will learn the foundation of strong compassion competence throughout their organization.

Speaker Bios

Continuous Improvement * Community Impact = Accelerate Community Outcomes

Presented by: Jason Schulist
Generative Local Community Institute (GLCI)
This breakout is designed specifically for corporate organizations, nonprofits, and board members.

Jason will describe how nonprofits can utilize methods of continuous improvement to improve their outcomes. Examples will be shared from the POINT initiative in northeast Wisconsin, from Skillsfest - an annual meeting to share learning about community problem solving, and from GLCI's work to build community peer learning networks. Learn how CISquared is helping our local community and how you may be able to tap this resource of continuous improvement coaches from business.

Learning Objectives
1. Understand methods of problem solving being used in community work
2. The power of working together in a system
3. That there is access and opportunity to apply these methods with the help of local resources

Speaker Bios

A Mission Without a Plan is Just a Dream

Presented by: Cindi Phallen
Create Possibility
This breakout is designed specifically for nonprofits and board members.

Our world is moving faster and how you do business is changing. Today nonprofits must balance agility with a commitment to a focused strategy in order to maximize their mission. But you’re already overwhelmed with competing priorities and not enough time – how in the world can you embark on a strategic planning process? How do you engage the board so they see the benefits of planning? And how can you resist the urge to just shelve the plan once complete? No worries! Learn how to adopt a simplified process for a strategic framework that won’t derail your other priorities. Staying on track? No problem – discover how to incorporate your strategic goals into how you work already. Join this highly interactive session and get relief from your planning worries!

Learning Objectives:
1. Discover the benefits of strategic planning and how to persuade others to embrace it
2. Adapt the 5 stages of planning into a simple process that works for you
3. Identify ways to monitor execution and maximize progress to your goals

Speaker Bios

Financial Statements & Form 990: What Board Members Need to Know

Presented by: Lacey Silbernagel & Kim LaPoint
Schenck
This breakout is designed specifically for nonprofits and board members.

Are you a not-for-profit board member? If so, oversight for your organization's overall sustainability rests in your hands, and understanding of its financial position and related compliance is critical. One of your responsibilities is to review and sign off on your organization's Form 990. You'll also need to know which sections to review closely and how they relate to preparing financial statements and preparing for an audit.

Join Schenck's Not-for-Profit team members Lacey Silbernagel, manager, and Kim LaPoint, supervisor, as they walk through common items board members must prepare before an audit and what internal controls your organization should have in place. In addition, learn what board members should watch for on the 12-page Form 990 and related schedules.

Learning Objectives
1. Form 990: key points for board members
2. The link between financial statements and the Form 990
3. Potential tax exposure for not-for-profit organizations

Speaker Bios

Break
1:30 p.M. – 1:45 P.m.

 

Panel Discussion
Moderated by keynote speaker alonzo kelly
1:45 p.M. – 2:45 P.m. 

Panelists:

Shannon Wienandt and Beth Hudek – House of Hope Green Bay
Todd Sutton – Boys & Girls Club Fox Valley
Katie Jensen and Bernadette Deiter – Catalpa Health
Jason Schulist – GLCI

Learn how local non-profit agencies are using Continuous Improvement methodologies to develop efficiencies in their work processes.  In this panel, three organizations will share their personal experiences on utilizing problem solving and continuous improvement tools to implement process change in their organizations.

Learning Objectives

  1. Understand how utilizing Continuous Improvement concepts helps develop measurable results in the non-profit sector
  2. Learn how simple improvements yield savings in time and effort
  3. Discover ways to engage staff, board members and volunteers in process improvement activities

NETWORKING SOCIAL HOUR
2:45 p.M. – 4:30 P.m.