Workshops

Most organizations have a general ledger that has become much more complex over time. That’s because modifications occur in the “heat of battle” without much thought to the big picture.

This workshop will give you the tools to view your finances from a high-level perspective and simplify your reporting.

Do you have more than 10 revenue accounts? Do you have more than 30 expense accounts?

If you answered “yes” to either question, your accounting system is probably more complex and cumbersome than it needs to be.

Organization and clarity of financial information is key to making effective business decisions.

Simple. Effective. Best Practice. Hear from Dan why he would use these three words to describe his workshop!

Storytelling is essential to the success of any nonprofit. This workshop equips participants with practical tools to design and deliver impactful presentations. The session explores the importance of first impressions, body language, and vocal delivery as critical elements of communication and influence. We will also address the fears of public speaking, helping participants identify and unpack what holds them back, while developing strategies to manage nerves and harness a positive mindset for success. Through interactive practice rounds participants will develop their own captivating story to share for the purpose of attracting donors and team members/volunteers.

This highly interactive seminar inspires leaders to become more engaging, effective, empathic, to-the-point communicators. Through discussion and the analysis of entertaining positive and negative video vignettes depicting relevant and sometimes difficult conversations, attendees are challenged to become more effective and customer-focused in their communications.

Participants will learn two core techniques to enable them to get to the point clearly and concisely.

This workshop introduces nonprofit leaders, fundraisers, and communications staff to artificial intelligence (AI) in a simple, practical way. It is designed for beginners but also includes “stretch” options for participants with more experience. Everyone will leave with AI examples they create themselves, a “prompt library,” and a clear roadmap for using AI safely and strategically.

By the end of the workshop, participants will:

• Understand what AI is (and what it isn’t).
• Feel confident trying AI for donor development and communications.
• Create donor thank-you and stewardship drafts during the session.
• Leave with a co-created prompt library.
• Know how to explain AI’s value to boards and funders.

NOTE: please bring a laptop or tablet to this workshop. Attendees will be have activities or exercises which require one to get the most benefit from this workshop.

Hear from Sam why you should attend!

Fundraising success comes down to one thing: relationships. In this intermediate level interactive workshop, you’ll explore the communication techniques that build trust, foster emotional connection, and pave the way for a successful ask. Participants will break down the steps of donor engagement, from identification to stewardship, and practice real scenarios to enhance confidence, adaptability, and authenticity in every donor conversation.

Full participation in The Relationship Behind the Request: Mastering the Donor Dialogue is applicable for 3.0 points in Category 1.B -Education of the CFRE International application for initial certification and/or recertification.

Hear from Kristen why you should attend!