real experience workshop tracks humanics

8/2/2019 REAL Experience Workshop Tracks Humanics

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The R.E.A.L. Experience Workshops TRACK IThursday, May 24th 3:00pm 4:15pm

BOARD DEVELOPMENTBuilding Exceptional CBO Boards Advanced

Community Benefit Organizations play a vital role in society. Their focus on meetingneeds that would otherwise go unmet has resulted in their increasingly significant rolecentral to the well-being and health of our communities and our nation. A traditionalmodel of CBO governance has permeated the sector since its inception. The role of theboard has changed very little over the years while their focus and functionality continueto decline. This workshop will explore a new work model of exceptional CBO boards

one that builds engaged and satisfied board members.Students will:1. Understand the roles and responsibilities of CBO boards;2. Identify the qualities of exceptional boards;3. Identify available resources for board development; and4. Determine the first step of an action plan for board improvement.

Joan Hensleit-Minasian, Director of Community Development, Fresno [email protected]

CONFLICT MANAGEMENT

Effective Conflict Resolution with CBO Boards AdvancedBased on the concepts presented in the bookAll I Want is a Little Peace: ResolvingConflict by Finding Common Ground, (authored by presenter and available for purchasefor $10) this interactive workshop will equip participants to understand and apply theinterest-based approach to effective conflict resolution, using techniques such asreframing, appreciative inquiry, and communicating in an asset-based context.

Dr. Jacqueline L. Ryle, Owner,Empowerment [email protected]

FINANCIAL LITERACYAnalyzing Financial Data Intermediate

The intent of this discussion is to present some of the basic concepts that are unique toaccounting and reporting for Community Benefit Organizations, including the financialstatements required by the Financial Accounting Standards Board (FASB). An overviewof basic Accounting Principles as well as review of primary Financial Statements will beprovided; however, we will focus on the interpretation of data of these reports as well asinternal controls imperative for the success of any organization. This will be aninteractive course and participants are encouraged to provide samples of theirorganizations financial statements to the class.

Dan Lauten, Vice President, The Wine [email protected]


2/12

Financial Tools for Tough Times Intermediate

This workshop provides guidance and tools to manage through challenging financialtimes. It helps nonprofit leaders develop and use financial information to make better,sometimes difficult decisions, and to better communicate their financial story to funders,board members, and other stakeholders. Topics include: assessing organizationalpreparedness; evaluating financial risk exposure and tolerance; identifying andquantifying options for responding to risk; and communicating your organizationsfinancial story. We discuss tips on cash flow planning, access to credit, program

profitability analysis and scenario planning so your organization is better equipped tomake business choices that help maintain organizational financial health in anunpredictable funding environment. Participants leave with information on tools that willhelp them apply improved financial management and strategic practices.

Michael Kass, Consultant, Nonprofit Finance [email protected]

Emily Upstill, Senior Associate,Nonprofit Finance [email protected]

FUND DEVELOPMENTGrant Writing Intermediate

Learn how the technical components of grant writing combined with the art of marketingyour program, to result in a proposal that is both comprehensive and compelling. Thegrant writing workshop will focus on the fundamentals of grant writing, includingproposal checklist, to be applied in any portion of the community benefit sector.Learning Objectives Include:

1. Identifying/developing the basic elements of a proposal2. Identifying program goals, objectives, and activities3. Connecting your goals to those of the funder4. Developing a basic program budget

Darcy Pickens, Director of Resource Development, Resources for Independence [email protected]

INTERNATIONAL CBO/NGO WORK & PARTNERSHIPS

Como Iniciar Una Organizacin de Beneficio

ComunitarioIntermediate

En este taller aprendera como empezar una Organizacin de Beneficio de Comunidad.Usaremos como ejemplo Fundacin Aprender es Vivir, la cual es una organizacin quefue formada por varias personas del valle central en California y la cual tiene miembrosen varias partes de los Estados Unidos. La misin y visin de esta organizacin son lassiguientes:

Misin: Apoyar a la comunidad de Plaza del Limn en Mxico y Estados Unidosprincipalmente a nios, jvenes, y a la poblacin de edad avanzada, a travs de lasolidaridad, el afecto, el respeto legado de nuestros ancestros y la michoacanidad.Visin: Ser una organizacin de beneficio y de servicio social, noble, tica y efectiva,inspirados en la diversidad de los participantes para el mejoramiento de la vida de lacomunidad de Plaza del Limn, el gran Estado de Michoacn, y la nacin Mexicanadonde quiera que se encuentre.

Roberto Vaca, M.S., Assistant Principal/Head Counselor at Tulare Western High [email protected]

Bertha Martinez, Humanics Scholar at Fresno State, [email protected]


3/12

MARKETING & BRANDINGAligning Mission and Funding Through Shared Values and

Effective Integrated MarketingAdvanced

Participants will:1. Discuss the values of an integrated marketing plan for community benefit

organizations2. Identify critical components for an effective outreach strategy; and3. Review methods for identifying long-term community partners with shared

values.This interactive session will develop an integrated marketing plan for select

Central Valley CBOs, which will be forwarded to the respective leadership teams.Mark Ford, Community Development Officer for Texas, Starlight [email protected]

Heather Mills,Senior Creative Manager, GolinHarris

How CBOs Can Create the Oprah Effect Intermediate

Oprah has donated over $350 million dollars to date to Community Benefit Organizations(CBOs). Learn how CBOs should maintain their brand with marketing strategies andauthenticity.

Laurie Diamant, CFO & Creative Marketing and Promotions Director - Marketing Over

Time [email protected]

VOLUNTEER ADMINISTRATIONThe 6 Essential Elements to Volunteer

Success

Intermediate

The workshop will present the "6 Essential Elements" to volunteer success, includingresearch-based and time-tested practices to sustain volunteers in their work, gain theirtrust, and begin to turn volunteers into advocates/evangelists for your community benefitorganization.

Dr. Don R. Simmons, Distinguished Lecturer of Humanics, Fresno State

[email protected]

Serving Internationally: Helping Without Hurting Intermediate

This workshop is based on the presenters experience starting an initiative in Swaziland,developing both U.S. and international partnerships, the unique challenges and the joysrelated to starting an NGO that serves a constituency outside of the United States.

Wendi Hammond, Director, Project [email protected]


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5/12

FUND DEVELOPMENTReaching Out to Build More Powerful

Relationships

Advanced Sr. Management/Board Pairs

Training

Marshall Howard, Author

[email protected]

INTERNATIONAL CBO/NGO WORK & PARTNERSHIPSFrom Journalist to Executive Director: Developing Sources and

Forming Partnerships

Intermediate

In my career as a journalist, I learned I had to develop sources if I wanted to do my job

well. In my new career working for an international NGO, I found that the same is true

except instead of developing sources, Im developing partnerships. Here are some real-life examples of source development applied to the CBO sector on an international level.

Chris Collins, Executive Director, West African Vocational Schools

[email protected]

LIFE SKILLS/CAREER DEVELOPMENTDove, Owl, Eagle, Peacock Whats YOUR Style? Intermediate

How does your leadership style impact your personal and professional successes?

Understanding your style is the first step in becoming an effective leader. Thisinteractive workshop will help you discover your personal leadership style and the

strengths and weaknesses associated with that style. As a result of attending this

workshop, participants will:1.Be able to identify his/her personal leadership style.2.Gain an awareness of all four leadership styles and how to work effectively with

each.

3.Be able to effectively communicate his/her leadership and work style to others.Melissa Watkins, AmeriCorps VIP Fellow, Fresno [email protected]

Life Skills IntermediateThe Life Skills program was developed to help individuals through the journey of self-

development. The overall theme of the program focuses on how to create a humanconnection in the professional world. Life Skills offers a number of lesson plans on how

to build a resume, go through an interview, get a job, maintain it and get promoted. Theprogram also teaches individuals to think creatively and critically with lessons onbusiness etiquette, management and leadership skills.Hibba Munjy, Life Skills [email protected]

Jonathan Wiebe, Life Skills Trainer


6/12

TECHNOLOGYLeveraging Your Website: Creating

Dynamic Connections with your

Stakeholders

Intermediate

Along with being an information hub, a website is a networking, advertising, and

marketing tool. It is a way to link an organization to its current and potentialstakeholders. Learn innovative tactics and progressive techniques to utilize a websites

fullest potential.

Kelvin Alfaro, Program Director, Central Valley Training Center, Visalia, CA


7/12

The R.E.A.L. Experience Workshops - TRACK IIIFriday, May 25th 10:45 am 12:00 pm

ADVOCACY & LOBBYINGBeing An Effective Advocate and Introduction to Policy Change Intermediate

From your local city council to your Senators in Washington, meeting with your electedofficials about issues is a lot easier than most people think. Remember, your legislators

work for you! Advocacy is your opportunity to connect with the legislator from your

home district and give voice to the issues important to you and your organization. Thisworkshop will give you the successful advocacy strategies and the dos and donts when

building relationships with your local legislators. You will hear about local youth and

adult leaders influencing and shaping the public policy decisions that have an impact onthe community as a whole.

Yammilette Rodriguez, Director of Programs, Youth Leadership [email protected]

Efrain Tovar, Teacher, Citrus Middle School, Orange Cove, [email protected]

Providing Effective Service by Promoting Social Change Intermediate

While social services provide assistance by addressing immediate needs, community

benefit organizations choosing to participate in advocacy and lobbying more effectivelyaddress the same needs over the long term through social policy change. Scholars and

professionals will understand the legal definitions of advocacy and lobbying and practiceskills through an applied interactive exercise.

Kau Vue, Fresno State

[email protected]

BOARD DEVELOPMENTChief Executive-Board Chair

Relationships

Advanced Sr. Management/Board PairsTraining

Richard Diaz, Program Director, Riordan Volunteer Leadership Development Program(RVLDP) Los Angeles Chamber of Commerce

[email protected]. Kim Williams, Management and Governance Consultant

[email protected]


8/12

ETHICAL DECISION MAKINGEthics and Values: What is the Value of Values? Intermediate

This workshop examines the ways we make decisions based on values and concepts of

right and wrong and how that applies to community based organizational practice.Participants will tackle ethical dilemmas and discuss integration of values into the

workplace. Practical solutions and creating a workplace culture based on values andethics will be highlighted.

Kate Henry, Boys and Girls Club of Fresno County

[email protected]

FACILITIES MANAGEMENTPlanning and Funding Community

Facilities

Advanced

The Advanced Facilities workshop builds on the intermediate workshop to showparticipants how the project team and proformas are used to identify funding for your

development. Participants will better understand how to work with their team to identify

funding sources, and how to use the proforma to determine feasibility of several types offunding. Sources that will be discussed include Capital Campaigns, CDBG, USDA,

Historic Tax Credits, New Markets Tax Credits and various types of private loans.

Analysis of additional funding sources can be discussed upon request.

Joshua Simon, Director of Real Estate, Northern California Community Loan Fund

[email protected]

David Wilkinson, Real Estate Consultant, Northern California Community Loan Fund

FUND DEVELOPMENTFund Development Intermediate

Karin Chao-Bushoven, Director of Development, University High School

[email protected]

Reaching Out to Build More Powerful

Relationships

Advanced Sr. Management/Board Pairs

Training

Marshall Howard, Author ofLets Have Lunch Together: How to Reach Out and BuildMore Powerful Relationships


9/12

LIFE SKILLS/CAREER DEVELOPMENTDove, Owl, Eagle, Peacock Whats YOUR Style? Intermediate

How does your leadership style impact your personal and professional successes?

Understanding your style is the first step in becoming an effective leader. Thisinteractive workshop will help you discover your personal leadership style and the

strengths and weaknesses associated with that style. As a result of attending thisworkshop, participants will:

1.Be able to identify his/her personal leadership style.2.Gain an awareness of all four leadership styles and how to work effectively with

each.

3.Be able to effectively communicate his/her leadership and work style to others.Melissa Watkins, AmeriCorps VIP Fellow, Fresno [email protected]

Life Skills IntermediateThe Life Skills program was developed to help individuals through the journey of self-

development. The overall theme of the program focuses on how to create a humanconnection in the professional world. Life Skills offers a number of lesson plans on how

to build a resume, go through an interview, get a job, maintain it and get promoted. The

program also teaches individuals to think creatively and critically with lessons onbusiness etiquette, management and leadership skills.Hibba Munjy, Life Skills [email protected]

Jonathan Wiebe, Life Skills Trainer


10/12

The R.E.A.L. Experience Workshops - TRACK IV

Friday, May 25th 1:30pm 2:45pm

BOARD DEVELOPMENT

So You Want to Join A Board Intermediate

Think that serving on a board means meeting four times a year with like-minded folks, sharing ameal, and dreaming up ways to change the world? Or, is it picking up auction items for the gala,stuffing envelopes for the year-end solicitation mailing, and telling the Executive Director whatto do? In this workshop, you will learn the rewards and responsibilities of serving on a board for

a Community Benefit Organizationfrom choosing the right fit to understanding organizationaland financial capacity. Come away with assessment tools to help you decide which agency tooin, and resources to be an excellent board member.

Lori Campbell, Financial Management Consultant, Northern California Community Loan [email protected]

DIVERSITY AWARENESS

Responding to Privilege and Incorporatingiversity

Intermediate

This interactive workshop explores how community benefit organizations can meet the challengeof diversity in the 21st century through a presentation of specific case scenarios, small groupbreakouts, and whole group discussion. Participants will be placed in groups, and each groupwill be presented a challenge involving someone being given privilege on the basis of age, sex,skin color, sexual orientation, or physical ability at the expense of someone else. In the smallgroup, participants will share how they would respond to the situation. The workshop leaderswill then facilitate a whole group discussion of the possible responses to each scenario andemphasize that, together, we can all work towards a more inclusive society that affords equalopportunity for all.

Francine Oputa, Director of Center for Woman and Culture, Fresno [email protected]

Dr. Matthew Ari Jendian, founding Director of the Humanics Program at Fresno State &Department Chair & Professor of Sociology, Fresno [email protected]


11/12

EXECUTIVE COACHING

Executive Coaching: A Unique Partnership Advanced Sr. Management/Board PairsTraining

Participants will have an opportunity to expand their understanding of executive coaching:

what it is, how it can benefit leaders, how, when, and why to engage an executive coach, how itactually works, and the tools executive coaches use to assist their clients in reaching theirprofessional goals. In this engaging and interactive workshop, participants will also learn howexecutive coaches use mirrors, parrots, megaphones, hearing aids, and helmets to coach leaderson a journey of professional growth.

Sally Vasen Alter, former Vice President & Director of Training & Organization Developmentfor First Federal [email protected]

FUND DEVELOPMENT/BEST PRATCICES

Program Evaluation Intermediate

In the program evaluation workshop, participants will learn the fundamental aspects of basicprogram evaluation, including practice identifying and writing goals, objectives, and activities.Specific learning objectives include:1. Participants will recognize the value of evaluation in program development, improvement, andpromotion.2. Participants will be able to differentiate between goals, objectives, outcomes and activities.3. Participants will be able to articulate the value of their program(s) in measurable terms.4.Participants will be able to identify tools and strategies commonly used for programmeasurement.

5. Participants will be able to determine the difference between, and identify the useful aspectsof,process and outcome measurements.Darcy Pickens, Director of Resource Development, Resources for [email protected]

GOVERNANCE

Governance Gotcha Intermediate

Governance is the work of the Board. Public, legislative, and IRS response to sector scandalsand abuses is reshaping governance for community benefit organizations. This heightened

scrutiny makes organizational transparency and accountability essential and the CBOprofessionals awareness of good governance principles and best practices increasinglyimportant. This workshop focuses on governance landmines such as bylaw compliance, Boardindependence and engagement, conflict of interest, executive compensation, and fiscal oversight.Workshop participants will increase their understanding of governance principles by applyingbest practices to case studies wrestling with real life Board dilemmas.

Catherine Quinn, Consultant, Former Director California Health [email protected]


12/12

CROSS-SECTOR PARTNERSHIPS

Change for Good on American Airlines: A Success Story in Employee

Engagement

Intermediate

Learn about the incredible transformation of UNICEFs Change for Good program on AmericanAirlines - from a program destined for cancelation to a $1MM+/year employee-led powerhouse.Amidst turbulent times, Change for Good volunteers own their program and breathe life into itevery day. The workshop will include a discussion about various engagement models, strategiesand communication efforts to help keep your volunteers working hard on behalf of the causesthey care about, as well as to share this success story with management for continued corporatebuy-in. The workshop will present various real-life challenges volunteers face and provideyou with opportunities to solve them from various engagement viewpoints.

Krista Schmidt, Manager, Corporate Partnerships, U.S. Funds for [email protected]

Craig Jordan, Manager, Purser Leadership and Development, American Airlines

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