Board Chair-CEO Summit

The Board Chair/CEO Summit is an opportunity for Board Chair and CEO pairs from leading nonprofits to discuss best practices for improved relationships and tackling organizational decisions and challenges that affect us all. This year, we are pleased to host an interactive dialogue between Rick Moyers, Vice President at The Meyer Foundation and Anne Wallestad, CEO of BoardSource, moderated by Lidia Soto-Harmon, CEO of Girl Scout Council of the Nation's Capital, as they discuss:
  • Investing in the Board Chair Relationship - how much time is too much?
  • Finding the balance between Board Chair as advocate for the CEO and Board Chair as Board's representative to the CEO
  • When the Rubber Stamp meets the Bump in the Road: how should Board Chairs and CEOs engage in times of crisis
 
Monday, September 29, 2014
9:30 a.m. – 12:30 p.m.
CEB's Waterview Conference Center
1919 N. Lynn Street
24th Floor
Arlington, VA 22209

  CEO-Board Chair Pairs -- register by August 31st and receive a $10 discount on registration

Should you encounter any registration issues, please contact communications@nonprofitroundtable.org for assistance.

For Sponsorship Opportunities please contact Julie Gess: JGess@NonprofitRoundtable.org 


 


 
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Table for Ten for New Executives, Fall 2014 Series

WHAT: This Table for Ten is just for new leaders of member organizations. Tables for Ten are designed to foster peer learning and support through a series of three candid discussions. Past participants of Tables for Ten found these discussions accelerated the trust and bonding that is key to problem-solving and collaboration.

Participants commit to attending all three discussions and maintaining complete confidentiality. The direction is set by the participants, with light facilitation. Topics might range from the challenges of managing change and Board/CEO dynamics to work-life balance or anything that keeps you up at night during the first 12 - 18 months as the new leader.

FACILITATOR: Ed Orzechowski is the founder of Nonprofit-Advisors and former President and CEO of Catholic Charities of the Archdiocese of Washington for more than 20 years. During his tenure, the organization grew to be the largest private social service provider in the Washington area, serving more than 100,000 people in need each year with a staff of over 800 and a volunteer pool of 3,600. Ed was a founding board member of the Nonprofit Roundtable and served for two years as Chairman of the Board. Two years ago, he facilitated a Table for 10 for “new” CEOs/Executive Directors.

FOR MORE INFORMATION: MoCo@nonprofitroundtable.org
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Everything You’ve Wanted to Know or Suggest about the County Executive’s Community Collaboration Grants and Council Community Grants

This Development Discussion Table will focus on the Montgomery County Executive’s Community Collaboration Grants and County Council Community Grants. Please join Joan Schaffer, Council Grants Manager and Jed Millard, ‎Management & Budget Specialist at Montgomery County Office of Management and Budget for a discussion of some changes to the application process. Plus, Joan and Jed want to hear your candid thoughts about ways to improve the process and to be available to answer all of your questions!

Thursday,October 16, 2014
8:30 a.m. Coffee and Networking
9:00 - 10:00 a.m. Discussion
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5th Annual Nonprofit Community Dialogue with Montgomery County Government

This annual gathering provides an opportunity for Montgomery County Government Department Directors to share budget and policy priorities heading into FY16. Nonprofit leaders will be invited to provide feedback and encouraged to share what they are seeing in the community in order to inform the decisions that will be reflected in a new budget.

Join the dialogue with Uma Ahluwalia (HHS), Gabe Albornoz (Recreation), Rick Nelson (Housing and Community Affairs), Steve Silverman (Economic Development) which will be moderated by C. Marie Henderson, Director, Community Foundation for Montgomery County.

When
Thursday, October 30, 2014, 3:30 – 5:00 PM

Where: Nonprofit Village, 12320 Parklawn Drive, Rockville, MD 

For more information,
 
hgleicher@nonprofitmontgomery.org.
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FIRM Financial Leadership Institute (Winter Cohort) - Nov. 12th & 13th, 2014

The FIRM Institute is offered at no cost to nonprofit leaders serving Montgomery County and provides a 2-day Intensive Workshop focused on strengthening the partnership between Staff and Board in managing nonprofit organizations for financial sustainability. FIRM also includes additional Tutorials as well as follow-up support and access to resources.

FIRM will be offered twice in 2014-15, each on two consecutive days from 8:30 AM to 5:00 PM on: November 12-13, 2014 and March 11-12, 2015. These workshops will be held at The Universities at Shady Grove. Breakfast and Lunch are provided both days. Each nonprofit attends one 2-day intensive workshop plus three 2-hour Tutorials. Up to 20 organizations attend each session.

Attendance by the nonprofit’s CEO/Executive Director is required for both days and participants are strongly urged to have their CFO or another staff member who has responsibilities related to accounting, finance or budget also attend. In addition, a Board member—ideally a Board Chair or Board Treasurer from each participating agency is required to attend the first half-day module that will address issues of fiscal leadership, partnership and oversight.

Three 2-hour follow-up Tutorials providing hands-on work provide an opportunity to work with your peers on specific skills or issues that affect the financial management of your organization. At least one person from each agency is required to attend these tutorials.

Participants in FIRM are also invited to attend Alumni Workshops that are held 3 to 4 times a year and focus on topics of interest to nonprofit leaders. Past Workshops include nonprofit IT management and financial fraud in the nonprofit workplace.

FIRM is sponsored by Nonprofit Roundtable Montgomery and supported by Montgomery County Department of Health and Human Services, The Community Foundation for Montgomery County’s Nonprofit Advancement Fund and the Mead Family Foundation. The 2-day intensive workshop includes a module presented by the County Department of Health and Human Services Finance Team on best practices in doing business with the County.

For more information, please contact moco@nonprofitroundtable.org.

 

Register here

 
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FIRM Financial Leadership Institute Tutorial 1 (ROI)

FIRM Institute provides three 2-hour follow-up Tutorials to provide hands-on assistance with implementing a financial leadership and management workplan. This will provide an opportunity for nonprofit leaders to work on specific skills or issues that affect the financial management of your organization.

At the ROI tutorial, you’ll learn how to use your financial and program results to demonstrate why an investment in your organization produces cost-effective results and returns many benefits to society. We will write statements for your nonprofit for use in communications, fundraising, and with your staff and board.
 
Who can attend the event: Nonprofit leaders who attended the November 12 and 13 FIRM 2-day Workshop.
 
For more information contact Barbara Garlock.


 


 
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FIRM Financial Leadership Institute Tutorial 2 (Matrix Map)

FIRM Institute provides three 2-hour follow-up Tutorials to provide hands-on assistance with implementing a financial leadership and management workplan. This will provide an opportunity for nonprofit leaders to work on specific skills or issues that affect the financial management of your organization.

The Matrix Map is a visual tool that plots all of your activities into a single compelling image and illustrates the financial and mission impact of each one, enabling nonprofit leaders to make budgetary and programmatic decisions that are strategically aligned with mission and make your organization financially strong
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Who can attend the event: Nonprofit leaders who attended the November 12 and 13 FIRM 2-day Workshop.
 
For more information contact Barbara Garlock.


 


 
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FIRM Financial Leadership Institute Tutorial 3 (Dashboard)

FIRM Institute provides three 2-hour follow-up Tutorials to provide hands-on assistance with implementing a financial leadership and management workplan. This will provide an opportunity for nonprofit leaders to work on specific skills or issues that affect the financial management of your organization.

The Dashboard tutorial provides you with a chance develop a dashboarding strategy for you organization and includes steps for identifying your organization's key indicators, exploring the types of reporting options to use, and an introduction to how Excel can be used to streamline the reporting process.
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Who can attend the event: Nonprofit leaders who attended the November 12 and 13 FIRM 2-day Workshop.
 
For more information contact Barbara Garlock.


 


 
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