Working Board Lunch: Embrace the Future – Transition Planning @ Channel 17 Studios
May 4 @ 12:00 pm – 1:30 pm

Embrace the Future: Transition Planning for Non-profit Organization Boards and Executive Directors

Today, with the overwhelming numbers of nonprofit professionals planning retirement, career moves, or sector changes, nonprofits must anticipate and plan for change. Leadership transitions are pivotal moments in organizational life. They hold opportunities for transformative change, but also for organizational missteps. Whether your executive director plans to leave in a few years or if a departure date is undefined, transition planning gets your organization prepared for the departure of an executive or other valued staff. 
This workshop will help participants consider the options available to create and sustain a culture of leadership succession.

Katherine Sims, Katherine Sims Consulting

Katherine Sims specializes in working with nonprofit organizations to solve problems and build systems to do good work. A dynamic non-profit leader with over ten years of experience as a practitioner and consultant, Katherine has worked with leaders in business, government and nonprofits to develop their organizations. Katherine is experienced in managing and growing organizations, developing teams, fundraising and managing complex finances, evaluating and improving programs, and engaging donors, stakeholders, political leaders, and the public.

Webinar: 10 Steps to Success for Vermont Gives Day of Giving
May 10 @ 12:00 pm – 1:00 pm

10 Steps to Success: Only 3 weeks to go, but there’s still time to get ready for Vermont Gives!

For nonprofit leaders and development staff. Vermont Gives is fast approaching, but there is still plenty of time to prepare your campaign and tell an amazing story to your supporters. In this webinar, we review the last- minute strategies you can focus on today to have a great day.

FINANCE FRIDAY: Numbers Don’t Lie: What Your Board Needs to Know @ Remote
May 19 @ 12:00 pm – 1:30 pm

The secret to good accounting is to add twice. The secret to good financial management is to look at your numbers in more than one way – preferably several.  Come learn the ways to approach your organizations financials. Walk away with information on:

  • Informed questions to ask
  • Regular Good Practice internal controls
  • Cross Referencing the back up behind the numbers

Christine Moriarty is a Certified Financial Planner who has worked with thousands of people to create financial peace of mind. She is often seen in national press as a featured financial planner. She has consulted for variety of organizations from the New England Life Insurance Company and SunLife of Canada, to Outward Bound and the Massachusetts Special Commission on Financial Services. She has taught classes on financial management and has extensive public speaking experience including regional financial planning conferences, weekend retreat centers, on-site employee groups, and national trade conferences

Cost: $15

Watch online or in person at Channel 17 Studios, 294 North Winooski Avenue VT 05401

Friday, June 16  12:00 – 1.30 p.m.
Audit Time: What Types of Audit are Best for Your Organization?
Todd Wimette, Wisehart, Wimette and Associates, PLC

Finance Fridays are supported by The High Meadows Fund, The A.D. Henderson Foundation, VELCO, National Life Foundation