Road Trip™ is the next step in a comprehensive program designed to help you and your nonprofit explore, design and develop a social enterprise in support of economic opportunities for your clients and enhanced revenue sustainability. The day-long session is a good fit for those who attended Getting Started with Social Enterprise or nonprofits that have been exploring this topic for a while without lift-off.
Road Trip™, an abbreviated version of Expedition™ from Social Enterprise Ventures, LLC, presents nonprofits with a hands-on overview of the seven key steps required to launch a successful social enterprise. While it is not possible to perform a feasibility study in a short classroom setting, the participants in a Road Trip™ will explore the seven steps through worksheets and group exercises, and participate in a mock social enterprise business plan and sales presentation. This session is a pre-requisite for applying to be part of the Social Enterprise Cohort launching in September.
In this session, we’ll utilize and build on the Road Trip™ curriculum including several key steps in social enterprise exploration/development.

Thursday | June 6 | 1 – 5:00 pm | Edwards | $25/$40/FREE to members of ERYC or VVP

Presented by Denise Clark, Denise Clark, Inc.

How do new members get recruited to your board of directors? Is a faithful volunteer offered a board position as a type of reward or promotion? Is a nominating committee hastily formed and members scramble to find willing candidates to fill open positions? Does the executive director identify most of the prospects?

The job of building the board is more than just filing slots. It is about being strategic in the way a board looks at its composition and what is needed to build an effective, diverse, and representative board. Good boards wanting to become great boards will take the time to carefully determine who should be at the table and develop a plan to strategically identify, cultivate, recruit, and orient new board members.

This workshop will inspire you to rethink your entire board recruitment process, guide you through the board building cycle, and provide ready-to-use templates so you can get started right away.  Time will be devoted for participants to define their “ideal board member” and begin to draft a customized board recruitment plan for their organizations.

This workshop has been designed for executive directors, board members and anyone responsible for recruiting and orienting new board members.  If you are an executive director, please feel free to register a board member!

Presented by Mark Holdt, Mountain Sage Consulting

Does your board “check out” during the financial report?  Most financial information shared with boards is difficult to understand and inadequate to provide them with vital information.  This session will provide you the tools to unlock your financial information and present it in a useful format to your board.

Presented by Lee Bengston & Laura Jorstad, NFP Partners

As an Executive Director, Board member or key manager of a nonprofit organization do you feel secure in your understanding of your financial management responsibilities? Do you find communicating with your finance department, board, and stakeholders challenging? This workshop will get you on top of your game. It covers the basics of financial management and what you need to know to become an effective financial manager. In this workshop you can expect answers and practical guidelines that address the following questions.

• What are the respective roles of the Board of Directors and management in financial management?
• What is internal control and how to set it up?
• What are the components of a strong financial infrastructure?
• How is nonprofit financial reporting different?
• What are some key accounting concepts and practices that I need to know?
• What are the key financial statements and what do they mean?
• What are key ratios and supplemental performance measures?
• Where can I get more information and guidance on financial matters?

Workshop Format - The workshop features practical information presented by experienced nonprofit financial professionals with hands-on exercises, and time for working together in small groups, using authentic examples that portray both good and bad financial management practices and reporting. Workshop participants will receive pertinent backup information in handouts or web links for use in improving financial management in their own organizations.

Requirements - Workshop participants should bring recent copies of their organization’s financial reports that are presented to the Board or used internally.

Presenters – The workshop facilitators are Lee Bengston, CPA and Laura Jorstad of NFP Partners, a consulting organization that provides software tools and outsourced accounting services to nonprofit organizations in Colorado. Lee has more than 40 years of experience as an accounting technology consultant to commercial businesses, government agencies and nonprofit organizations. He formedNFP Partners six years ago to focus on improving financial management in the nonprofit sector.

Laura Jorstad joined NFP Partners three years ago and manages the growing outsourced accounting services part of the practice. Laura has extensive experience as a Finance Manager for government and nonprofit organizations.

One of the most complex areas of employment law is compliance with the multitude of laws granting employees job protection while absent from work for a medical condition. In this session we will discuss the various laws that apply to medical absences,  what steps an employer must take in response to the absence or leave request, how long an employee is entitled job-protected leave, responding to light duty requests, and finally when, if ever, can the employer can take action to terminate an employee. The session will focus on federal law – but state laws will be mentioned.

Presenter: Ellen Aldridge, Labor & Employment Risk Manager, Nonprofits Insurance Alliance Group