Workshops

Bylaws are a nonprofit board’s operating manual. They contain rules that govern both the structure of the board and how it functions. These rules can support a positive and effective board culture, or they can cause confusion and undermine your best efforts.

This workshop will prepare directors to conduct a bylaws review that takes into account leading governance practices as well as this year’s changes to the Florida Nonprofit Corporation Act. Participants will learn about the important relationship between state law, Articles of Incorporation, and bylaws; discuss modernization of governance practices; and explore specific challenges participants are facing in the development of sound and understandable governing rules.

No More Legalese. Hear from Whitney why she commits to conducting this workshop in easy to understand language for everyone!

This introductory session breaks down the basics of planned giving and why it matters for every nonprofit—no matter the size. Learn how planned gifts work, what motivates donors to make them, and how these future-focused contributions can create lasting impact. We’ll cover simple ways to start a planned giving program, key terms and gift types to understand, and how to begin meaningful conversations with donors about leaving a legacy.

Curiosity. Impactful. Knowledgeable. Hear from Joe why he chose these three words to describe his workshop!

Bylaws are a nonprofit board’s operating manual. They contain rules that govern both the structure of the board and how it functions. These rules can support a positive and effective board culture, or they can cause confusion and undermine your best efforts.

This workshop will prepare directors to conduct a bylaws review that takes into account leading governance practices as well as this year’s changes to the Florida Nonprofit Corporation Act. Participants will learn about the important relationship between state law, Articles of Incorporation, and bylaws; discuss modernization of governance practices; and explore specific challenges participants are facing in the development of sound and understandable governing rules.

No More Legalese. Hear from Whitney why she commits to conducting this workshop in easy to understand language for everyone!

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.