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Business & Organizational Development
Steps for Starting a 501 (c)(3) Nonprofit
BASIC
This session provides a basic overview of the steps for starting a 501c3
nonprofit corporation. Participants will receive practical information
about mission/vision, board of directors, bylaws, realistic funding expectations,
and the process for Florida state incorporation and federal government
tax-exempt status.
Who Should Attend: Anyone wanting to start a 501c3 nonprofit corporation.
You will learn to:
- define a nonprofit
- explore reasons to start a nonprofit
- identify challenges and alternatives to starting a 501c3 nonprofit
- understand the steps required to start a 501c3 nonprofit, including
federal and state filings and applications
Date: Monday, November 9, 2009 Time: 4:30 PM- 6:30 PM Tuition: $30 for all registrants Instructor: Brian Henties, Program Manager, Philanthropy Center
Brian Henties has 15 years of nonprofit management and development experience, including starting a nonprofit corporation, leading two nonprofit organizations as an executive director and serving on several nonprofit boards of directors. Currently, he is the Rollins College Philanthropy and Nonprofit Leadership Center’s program manager responsible for the areas of advocacy, business and management programs and the Certificate in Nonprofit Management. At the college, he teaches two seminars Steps for Starting a 501c3 Nonprofit and Getting Your Legislators’ Attention. He volunteers with the League of Women Voters Orange County and the Federation of Congregations United to Serve (FOCUS). Brian received a BA in Political Science from the University of Dayton.
Gearing Up For Strategic Planning
What do you need to know to successfully engage in strategic planning?
Getting ready to tackle a new plan or update your existing plan requires
thoughtful preparation. Learn to excite your board and staff about being
part of a creative and dynamic plan.
Who should attend:
Executive directors and CEOs, program staff, board members, and volunteers
You will learn:
- Four approaches to strategic planning
- The role of the CEO, staff and board of directors in the planning process
- Key elements of a strategic plan, including the role of vision, mission, goals, objectives, and action steps in successful planning
| Date: | 2010 date TBA |
| Time: | TBA |
| Tuition: | TBA |
| Instructor: | John Curtis,
Ph.D., President/Principal Organizational Development Consultants, Inc. |
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John Curtis is a management consultant, business trainer and media personality. He is President of IOD, Inc., an organizational research and development consulting firm specializing in strategic planning, change management and workforce development. His experience spans 25 years and involves hundreds of organizations and non-profit agencies nationwide. He also airs a regular radio business commentary, “Quality Moments” on Public Radio. His formal education includes a B.A. in Education; a Masters in Behavioral Science; and he holds Ph.D. in Organizational Development. |
How to File Your IRS 1023 for Nonprofit
Tax-exempt Status
You know that the benefits of 501(c)(3) status, like tax deductions for
donors and the ability to apply for government
and foundation grants, can be vital to the success of your non-profit
organization. In this workshop, you will gain tips and answers to the
most common questions about filing the IRS Form 1023 based on legal knowledge
and past applications prepared and reviewed.
You will learn:
1. Information necessary for compiling your IRS 1023 application
2. Answers for common questions about the 1023 application/process
3. Specific examples and a receive a mock application
| Date: | 
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TBA |
| Time: | 5:00 p.m. Registration/Light Dinner 5:30 – 8:30 p.m. Workshop |
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| Tuition: | TBA | |
| Instructor: | Christin Decker Petroski, Attorney, Holland & Knight LLP | |
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Christin Decker Petroski has experience representing numerous businesses in a broad range of transactions, with an emphasis in corporate acquisitions, dispositions, mergers and reorganizations. She has also assisted clients in general corporation, partnership and limited liability company matters, including negotiating and drafting various agreements. In addition, Ms. Petroski represents not-for-profit entities with respect to various tax and corporate matters. Her experience includes forming not-for-profit entities and assisting those entities with respect to obtaining tax exempt status from the Internal Revenue Service. Ms. Petroski also devotes a portion of her time to assisting economic development agencies. Ms. Petroski received her B.S., magna cum laude, in Psychology from Florida State University. She received her J.D., magna cum laude, from University of Florida College of Law. She is admitted to the Florida Bar and is a member of its Business Law Section. | |
Click Here to register.
Breakthrough Strategic Planning
in partnership with the Rollins College Management
& Executive Education Center
In today's environment, any organization that wishes to exceed expectations
needs a long-range strategic plan. This plan must be forward-looking,
visionary and achievable.
- David A. Kenyon
When it comes down to it, planning based on prediction is 'iffy' at best. To paraphrase computer genius Alan Kay, the only way to predict the future is to create it. Breakthrough Planning lets your organization create its own future by helping you prioritize what really matters and align everyone's efforts behind a common goal. It also provides a set of decision-making tools that can enhance creative problem-solving.
You will learn the breakthrough planning tools so that you can use them immediately when you return to work. The session is highly interactive; you will practice using each of the tools and will receive detailed information on how to use them in your organizations.
Who Should Attend?
- Mid to upper level managers/executives
- Directors of functional areas such as marketing, operations, finance
and
human resources - Leaders who have or will have responsibility for strategy creation within their organization
You will Learn:
You will learn the significance and history of breakthrough planning in
organizations. Following this brief introduction, the rest of the day
will be spent actually planning and learning the following tools.
- Affinity Diagram
- Radar Chart (Spider Diagram)
- Interrelationship Digraph
- Tree Diagram
- Matrix Diagrams
- Prioritization Matrix
- Responsibility Matrix
- PDPC - Process Decision Program Chart
This strategic planning process is dramatically different from the more traditional planning strategies in that it incorporates the voices of the people doing the work as well as the people whom you serve. It is fast and the outcomes are immediately actionable.
Takeaways
You will receive The Memory Jogger II and a set of breakthrough planning
materials as program takeaways to help you immediately start the planning
process once back at work.
| Date: | Tuesday, September 29, 2009 |
| Time: | 8:30 a.m. - 4:30 p.m. - Program 8:00 a.m. - Check-in Lunch included. Coffee/beverage service available throughout the day. |
| Tuition: | $375 Members (Only $187.50 with a 50% scholarship,
and $281.25 with a 25% scholarship!) $450 Non-members |
| Instructor: | Dr. Susan Williams, Ph.D., Professor of Management, Jack C. Massey Graduate School of Business |
Dr. Susan Williams is a professor of management in the Jack C. Massey Graduate School of Business. Additionally, she serves the Center for Professional Development as a curriculum designer and faculty member. Her teaching interests include negotiation, decision making, continuous improvement, and strategic thinking. Dr. Williams came to Belmont in 1989 and has served the university in several capacities, most recently as Vice President of Administration and Planning before returning to the classroom full-time in 2001. She is also the curriculum designer for Belmont's Scarlett Leadership Institute and serves as an adjunct instructor with Rollins College Management & Executive Education. After receiving her Ph.D. from the University of Georgia, Susan taught in the University of Georgia system and at East Tennessee State University. She was a business owner and entrepreneur in Nashville for several years before she came to Belmont. Dr. Williams is an active public speaker and consultant on topics related to management. Representative clients include Penn State University, The United Methodist Church, Vanderbilt University, Aon, Genesco, and the U.S. Army Corps of Engineers. She recently completed a three year appointment as a judge for the Malcolm Baldrige National Quality Award, a Secretary of Commerce appointment. Active in national organizations, Dr. Williams is a member of Beta Gamma Sigma and Phi Eta Sigma professional honor societies. She is on the ETSU Foundation Board of Directors and volunteers her time for a variety of local non-profit organizations. Williams has served the Tennessee Center for Performance Excellence in various capacities since its inception in 1993; she now serves on the Panel of Judges. In her teaching tenure at Belmont University, Williams has been named Most Inspirational Professor by eleven Massey Graduate School of Business graduating classes. |
This program has been approved for 7.25 recertification credit hours toward PHR, SPHR and GPHR recertification through the Human Resource Certification Institute (HRCI).For more information about certification or recertification, please visit the HRCI homepage at www.hrci.org.
Click Here to register.
With Rollins College's Dr. Greg Marshall
in partnership with the Rollins College Management
& Executive Education Center
Strategy without tactics is the slowest route to victory. Tactics
without strategy is the noise before defeat.
~Sun Tzu
Engage in a dialogue around best practices to provide practical and immediately
actionable ideas for maximizing the effectiveness of your nonprofit's
strategy development process. Through examples, tools, and research evidence;
the session illustrates ways to effectively:
• Analyze key impact factors to decide which ones are really important
to your future success and why
• Assess the competitive landscape to know where your nonprofit's
sweet spot exists for future strategy
• Identify your nonprofit's core competencies, decide which are
unique/distinctive and thus worthy of future investment, and build strategies
to gain sustainable mission advantage
| Date: | Tuesday, December 1, 2009 |
| Time: | 8:00 - 9:00 a.m. - Program 7:30 a.m. - Breakfast and Check-in |
| Tuition: | $15 Members, $20 Non-members |
| Facilitator: | Greg W. Marshall, Ph.D., Charles Harwood PRofessor of Marketing and Strategy in the Crummer Graduate School of Business at Rollins College |
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Greg W. Marshall (Ph.D., Oklahoma State University; BSBA and MBA, University of Tulsa) is the Charles Harwood Professor of Marketing and Strategy in the Crummer Graduate School of Business at Rollins College, Winter Park, FL, and also serves as Vice President for Strategic Marketing at Rollins College. He previously served on the faculties of Oklahoma State University, the University of South Florida, and Texas Christian University. His managerial industry experience includes positions with companies such as Warner Lambert, Mennen, and Target Corporation. Greg also has considerable experience as a consultant for a variety of organizations. He has been heavily involved in teaching in MBA and Executive MBA programs, as well as at the Ph.D. level. His primary teaching focus is on strategy-related courses such as Strategic Marketing, Introduction to Strategy, and others. In 2002 he received the Outstanding Marketing Teachers’ Award from the Academy of Marketing Science based on his work over the years in MBA education. While at OSU, he received the Chandler-Frates Teaching Award, in which the evening MBA students recognize the top professor in their program. And in 2005 he received the Cornell Distinguished Faculty Award in the Crummer School at Rollins College. |
Click Here to register.
Ready, Set, Fundraise! BASIC
(Formerly Nonprofit Management 101)
This two-day workshop covers a basic introduction to nonprofit management
best practices with a goal of creating a sustainable organization. Funders
make donations to nonprofits that use valid and reliable methods to meet
community needs. Funders look for proper accounting procedures, internal
controls, strong and active board of directors, consistent program evaluation,
and mission-based strategic planning. This workshop leads participants
through the steps necessary to insure their organizations have a strong
foundation for fundraising.
Who should attend:
Executive Directors/CEO, fundraising/development staff, board members
and volunteers
You will learn:
- The role relationship plays in securing funding
- How to write a clear and concise explanation of our mission
- How to construct a compelling need statement
- What funders look for in a budget
- The importance of evaluating programs to determine if they meet the community need
- The basics of nonprofit accounting and strong internal controls
- The necessary actions that are required for the organization to comply with government reporting guidelines, funders’ requests, and good stewardship
- How to differentiate between the roles of the executive director and the board of directors
- To identify the elements of a strategic plan and how to track progress
towards meeting the plan’s goals
Date: 2010 Date TBA
Time: 9:00 a.m. - 5:00 p.m. Tuition: TBA Instructors: Emily Furlong, Senior Program Manager &
Lee Bailey, Program Manager
Rollins College Philanthropy & Nonprofit Leadership Center
Click Here to register.