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2017 Educational Calendar

 


October 25, 2017

PA Center for Biotechnology, 3805 Old Easton Rd., Doylestown PA

 

Goals Based Budgeting

Cindy Bergvall, CPA  Bee, Bergvall & Co.

 

8:30 AM-12:00 PM

Can your budget help you better impact your community? A budget is a plan for how you will use your financial and people resources. You use your financial and people resources to accomplish your mission. The more closely we align our resources with our mission, the greater our community impact.

This workshop will explore the connection between your plan to use your financial and people resources (your budget) and your desired impact on the community.

We will look at Goal Based Budgeting (also known as Impact Based Budgeting). This process is not merely a financial exercise. It involves examining the correlation between your actions and your desired impact. The evaluation of cause and effect is not easy but the process helps you determine where your dollars and time is best spent. Once your budget is clearly connected to your strategy your whole organization is integrated to best achieve impact.

We will work through some practical exercises as a group to illustrate various tools that you can use.

We encourage you to bring your budget; a recent profit & loss compared to budget statement; your mission statement; and your strategic plan or goals. For maximum benefit we recommend that both finance and program people from your organization attend.

REGISTER NOW

Thanks to our corporate sponsor, Bookminders, there is no charge for this program, however registration is required.

 


November 9, 2017

 

Board Boot Camp

The Peak Center at North Penn Commons

606 E. Main Street

Lansdale, PA 19446

 

The Board Boot Camp program has been designed for both new and experienced board members to learn or refresh their skills on being an effective nonprofit board member. This does not happen by accident, but rather by thoughtful and consistent attention to the role of board members in your organization.

We focus on skills effective board members possess. By structuring the evening into two tracks, we are able to direct the discussion at the appropriate level for each group.

Freshman Track ~ for individuals who have served for less than two years on a nonprofit board and are interested in learning about the more general duties of board members.

Advanced Track ~ for individuals who have experience serving for many years or on a variety of boards and are looking to gain insight on the tools used by more mature boards.

5:00-5:30 pm Registration & Light Refreshments

5:30-6:10 pm

General Duties of All Board Members

6:10-6:50 pm

Freshman Session
Understanding Strategic planning

Advanced Session
Advanced Strategic Planning

6:50-7:05 pm Break

7:05-7:45 pm Freshman Session
Fundamentals of Fundraising for Boards

Advanced Session
Understanding Data and Finances as a Key to Capacity Building

7:45-8:25 pm Freshman Session
Financial Oversight for Boards

Advanced Session
The Vital Role of Engagement-CEO & Board

8:30 pm Adjourn

Cost: $35 for the first board member; $15 for each additional board member from the same organization.

For more information contact: Liz Vibber 215-343-2727 lvibber@bbco-cpa.com

REGISTER NOW


November 15, 2017

PA Center for Biotechnology, 3805 Old Easton Rd., Doylestown PA

 

Meet the Funder panel

 

8:30 AM-12:00 PM

Join us as we assemble a panel of funders to discuss giving priorities, tips for strengthening your proposals and a Q & A session.

 

As we add funders, we will update our list. 

REGISTER NOW

Thanks to our corporate sponsor, Bookminders, there is no charge for this program, however registration is required.

 

 


CCNM Around Town

 

September 11 & 25, 2017

Functional Expense: Why it is Important to Get it Right

Presented by: Cindy Bergvall, CPA, Director, Bee, Bergvall & Company 

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

2:00-3:00 PM EST-Web Meeting

REGISTER

 

September 13, 2017

Building Your Best Board-Liz Vibber

Nonprofit Institute

International House, Philadelphia, PA

REGISTER

Please contact Liz Vibber lvibber@bbco-cpa.com for information regarding a discount for the conference

 

September 14, 2017

Is Your Board on Board?-Liz Vibber

Association for Fundraising Professionals

New Leaf Club, Rosemont, PA

$25 AFP members/$100 Nonmembers

REGISTER

 

October 5-7, 2017

2017 Bridge of Hope Annual Conference

Engaging the Board as Fundraisers-Liz Vibber

Board Effectiveness: Great Governance-Liz Vibber & Cindy Bergvall

10 Strategies to Build A Financially Sustainable Nonprofit Cindy Bergvall

Strangers to Neighbors: Opening Doors

Akron, PA

$175 Bridge of Hope Network/$375 Outside of Network

REGISTER

 

For information and registration for any of these programs, please contact Liz Vibber lvibber@bbco-cpa.com


Mini-Sessions
The Catalyst Center for Nonprofit Management is pleased to offer a series of one and two hour training sessions for busy Boards.

Our training professionals are able to attend your regular Board meetings and conduct mini-trainings in a variety of areas. Popular topics include:

  • Strategic Thinking for Boards
  • Board Roles and Responsibilities
  • The Board's Role in a Development Plan
  • Understanding your Financial Statements

Allow us customize any topic to suit the needs of your Board. Trainings are 1 -2 hours in length and include handout materials.  For more information, please contact Liz Vibber, 215-343-2727 or e-mail: lvibber@bbco-cpa.com


 

 

 

 

GOLD SPONSOR

 

 

 

 

 

 

 

For more information, please contact
Liz Vibber,
215-343-2727
or e-mail:
lvibber@bbco-cpa.com

For a faxable registration form,

click here.

 

 

 

 

 

 

 

 

 

 

 

 

     
     
936 Easton Road  |  P.O. Box 754  |  Warrington, Pennsylvania 18976  |  215-343-2727  |  lvibber@bbco-cpa.com

 

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