Vermont Nonprofit Legislative Day @ Vermont Statehouse
Mar 22 all-day
Vermont Nonprofit Legislative Day @ Vermont Statehouse | Montpelier | Vermont | United States

Register for Vermont Nonprofit Legislative Day! 

Legislative Day provides a unique opportunity for nonprofits and community leaders to advocate & raise awareness about the crucial role nonprofits play in supporting communities, strengthening our economy and making Vermont a better place to live.


Vermont Nonprofit Legislative Day is a unique opportunity to:

– Learn advocacy best practices from experienced lobbyists and Legislators and gain insight into current legislative issues.

– Hear from policymakers and state leaders regarding federal changes and the impact on Vermont such as tax reform.

– Inform lawmakers and state leaders about the strength and value of Vermont’s nonprofit sector and learn why your work matters.

– Network with nonprofit colleagues, funders, legislative staff and influential people in the state.


AGENDA (Please note: timing may adjust slightly due to legislator and governor schedules)


8:00 a.m.Registration & Refreshments: Sign-in at registration & network with colleagues


8:45 a.m. – Welcome from Speaker of the House Mitzi Johnson followed by an overview of the day’s activities Kate McGowan of  Center for New Leadership, Morgan Webster and Lauren-Glenn Davitian from Common Good Vermont.


9:00 a.m. –  Advocacy Matters: Vermont Legislative Update & Panel

Find out how advocates are working within this year’s legislature  to improve the quality of life for all Vermonters within tight financial limitations. Lauren-Glenn Davitian will lead a panel discussion with labor, equity, and environmental advocates who’ll update you on key legislative issues and offer insight into effective advocacy strategies. Panel includes:

  • Equity Matters: Christine Longmore, Constitutional Council for Accountability with Law Enforcement Officials
  • Labor Issues: David Mickenberg, Senior Strategist, Necrason Group
  • Energy and the Environment: Robert Dostis, Vice President Stakeholder Relations, Green Mountain Power

Senate President Pro Tem Tim Ashe has been invited to lead a legislative briefing.


10:15 a.m. – Break


10:30 a.m. - Impact of Federal Policy and Budget on Vermont: Panel Discussion

As we found out in 2017,  major changes in tax and other policies are on their way from Washington D.C.  In this panel, national and state level leaders shed light on the consequences of federal actions and discuss actions your staff and board can take to protect the programs you deliver and the people you serve. Scott Johnson of the Lamoille Family Center will lead a panel discussion including:

  • Congressional View: Erica Campbell, Outreach and Policy Staff, Senator Bernie Sanders
  • Tax Policy: Paul Cillo, Executive Director, Public Assets Institute (invited)
  • Human Services: Jesse Bridges, Executive Director, United Way Northwestern Vermont
  • Water Quality and Environmental: Lori Fisher, Executive Director, Lake Champlain Committee (invited)

11:15 a.m. – 12:00 p.m. Governor Phil Scott: Q & A (pending confirmation)

12:00 p.m. – Lunch (on your own) and Meet with Your Legislators


ALL DAY – Ongoing Legislative Committee Meetings – Observe and Testify (pre-scheduling required)


Afternoon Advocacy 101 Sessions with Action Circles (Limited Seating)

(email if interested)

1:00 – 2:00 PM How a Bill Becomes Law in Vermont

 Interested in learning the process of a bill becoming a law? Learn how a bill becomes law and how to advocate for your nonprofit during that process! 

2:00 – 3:00 PM Introduction to Vermont’s Budget Process

Are you working on your organization’s budget? Do you have programming or a multi-year plan dependent on state funding? Learn how the budget process works and what you can do!



Register HERE





















Tax Reform & Your Business: A Q&A @ CWE Vermont
Mar 27 all-day
Tax Reform & Your Business: A Q&A – CWE VT – Mar 27

You’ve heard about the tax reform and you’re concerned about its impacts for your business. Please join CWEVT for a special Q&A session with Patti Bisson, tax advisor, business strategist and instructor to begin to get your questions answered. Although IRS guidance is still unrolling, Patti will be able to break down some of the changes into bite-sized pieces for your business needs.

Patti works with clients across the country, providing strategic business growth and management services, tax and accounting services (corporate, partnership, not-for-profit, individual, small business, estate, trust, multi-state), cyber/data security management, professional training, systems development and implementation, and state tax policy.

Patti serves as an appointed member of the VT Tax Commissioner’s Tax Technical Working Group, and is President of the VT Chapter of NATP (National Association of Tax Professionals). She’s also a licensed Enrolled Agent, instructor for UVM Tax School, and has previously served as Vice-President & Chair of Government Relations for the VT Chapter of NATP.

About the session: The CWEVT Q&A sessions will be an open format. Attendees will have the opportunity to ask Patti about the tax reform and how it may impact their small business.

When: Tuesday, March 27

  • Session 1: 9:30 AM to 11:30 AM
  • Session 2: 5:30 PM to 7:30 PM


CWE Vermont

431 Pine St., Suite 101

Burlington, VT 05401

Fee: $5.00. Please click here to register to attend.

Note: The information provided is for educational and general guidance purposes only.  Advice unique to an individual taxpayer’s specific facts and circumstances will not be provided during the session.  Information is given with the understanding that the application and impact of laws change and vary widely depending on the specific facts involved, and that the information provided is not intended to be relied on as tax, legal or accounting advice.  It is not a substitute for professional consultation with your own tax, legal and accounting advisors, which should be done prior to making any decision or taking any action on the general information discussed during the session.


The Center for Women & Enterprise is a nationally known nonprofit organization dedicated to helping people start and grow their businesses. CWE has worked with more than 37,300 Massachusetts, Rhode Island, New Hampshire and Vermont entrepreneurs since 1995. CWE also operates the Veterans Business Outreach Center of New England (VBOC of NE) that focuses on assisting veterans, active duty service members and their families with starting and growing their business.

The Search for a Good Exit: Introduction to Ownership Succession Planning @ Contois Auditorium
Mar 28 @ 2:00 pm – 5:00 pm
The Search for a Good Exit: Introduction to Ownership Succession Planning @ Contois Auditorium | Burlington | Vermont | United States

Attendance is limited to business owners and key employees.

In this seminar, you will learn the basics of how to choose a path for ownership succession in your business. We will take a close look at four different ways of selling a business: to an outsider, to family members, to managers or to the larger group of employees. Lynne Silva of The Silva Group and Don Jamison of the Vermont Employee Ownership Center (VEOC) will give an overview of the mechanics of the most common ownership transition models. While we will get into some technical details, the focus will be on stories about each path, told via video by owners who have been involved in the sale of Vermont businesses. Joining us for this edition of the seminar for a live story will be Dave Mount, who founded Westaff and successfully transitioned the company to family members.

Sponsors of the event are the City of Burlington’s Community and Economic Development Office (CEDO), the Lake Champlain Regional Chamber of Commerce, the Regional Development Corporations of Vermont, the Vermont Small Business Development Center, the Vermont Manufacturing Extension Center and the Vermont Employee Ownership Center, with funding provided by the Vermont Agency of Commerce and Community Development.


Learn More. 


































Gift Planning Under the New Tax Law @ Montshire Museum of Science
Apr 5 all-day


The new tax law became effective January 1, 2018. It contains many changes that will affect how donors approach giving to charity. The good news is that there are still many ways for fundraisers to make a compelling case for philanthropy. Nevertheless, gift planners will need to modify what they talk about with donors, and how they talk about it, if they want to continue to be successful.

PG Calc’s Jeff Lydenberg will review the changes in the new tax law most relevant to gift planning, confirm what planned giving vehicles remain viable, describe several tax-wise strategies for making gifts under the new law, and offer suggestions on how gift planners can best discuss gift planning options with their donors going forward.


Jeff Lydenberg (Vice President, Consulting). Jeff is a planned giving consultant to non-profits large and small in a variety of fields. He has been with PG Calc since 1999 and, in this role, he has advised planned giving programs on staffing and development of policies and procedures, trained boards and planned giving staff on planned gift design, created planned giving marketing plans, and designed marketing materials for planned giving programs. Prior to entering the field of planned giving, Jeff practiced law for six years with the Cleveland-based law firm of Thompson, Hine and Flory in its Cincinnati office. Jeff’s planned giving career began at The Cleveland Clinic Foundation in 1995 where he was the Assistant Director of Planned Giving for five years.

Jeff has a BA in American Studies from Kent State University and a JD from Case Western Reserve School of Law. He is the former programming chair for the Planned Giving Group of New England (PGGNE) and is currently a member of the Greater Cincinnati Planned Giving Council. In 2013, he served as Board Chair of the Partnership for Philanthropic Planning (PPP) the predecessor to the National Association of Charitable Gift Planners.

Save the Dates

Thursday, June 21, 2018
Full-Day Conference & Annual Meeting
Keynote Speaker: Claudine Donikian, President/CEO, Pentera
Lake Morey Resort, Fairlee, VT
8:30 a.m. – 3:30 p.m.

Thursday, September 27, 2018
Speaker: Russell James
(Morning presentation at a location to be determined)