Montana Nonprofit Association

promoting a strong nonprofit sector in MONTANA

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JOIN MNA THIS YEAR FOR ONE OF SEVERAL TRAINING OPPORTUNITIES OFFERED ACROSS THE STATE.  

We are excited to announce a diverse and value-packed training calendar for 2018. With 28 training events scheduled from February to August, our nonprofit training program offers something for everyone.  

MNA’s core training program, the Nonprofit Management Series is back! Join us for this four part-training in Kalispell and Polson and increase your knowledge and skills in Board Governance, Strategic Planning, Financial Management, and Fund Development. 

New offerings in our lineup this year include:   

  • Mission/Money Matrix: Tools for Strategic Decision Making, Teresa Geremia Chart, Sage Consulting 
  • Building Tomorrow’s Nonprofit: Engaging the Next Generation as Volunteers, Staff Members and on the Board of Directors, MNA  
  • The Art and Science of Volunteer Management, Shannon Stober, Verve Exchange Consulting 
  • Fundraising… and all the stuff that makes it work (or not work!), Simone Joyaux, Joyaux Associates 

Back by popular demand: We kick off 2018 with Voices of Philanthropy. Meet some of Montana’s larger family foundations in these hour-long noontime webinars scheduled for February. Hear directly from foundation staff about their priorities, approaches to grant-making, and their perspectives on a successful grantor/grantee relationship.  

On-Demand Training: MNA also offers half and full day board governance training upon request. Training includes board legal responsibilities, structure, recruitment, orientation and evaluation, board/staff relationships and other concepts as needed. Contact MNA for more information.

Voices of Philanthropy: Webinar Series

Start the year by meeting some of Montana’s foundations in these hour-long interactive noontime webinars. Hear directly from foundation executive and program staff about their priorities, motivation for philanthropy, approaches to grantmaking, including their application process, perspectives on a successful grantor/grantee relationship, and more. 
 
Thursday, February 8 from Noon – 1:00 p.m.
Voices of Philanthropy: Amy Hyfield, Executive Director, The O.P. and W.E. Edwards Foundation 

Tuesday, February 13 from Noon – 1:00 p.m.
Voices of Philanthropy: Felicia Ennis, Manager, Oro Y Plata Foundation 

Thursday, February 15 from Noon – 1:00 p.m.
Voices of Philanthropy: Linda Tracy, Western Director, The Steele Reese Foundation

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 Mission/MoneyMission/Money Matrix: Tools for Strategic Decision Making

Presenter: Teresa Geremia-Chart, Partner, Sage Solutions Nonprofit Consulting 
 
Strategic planning, when done well, involves making tough strategic decisions about programs, fundraising and other operations based on financial and impact analyses. Understanding the financial sustainability and mission impact of core activities gives leaders the tools needed to make strategic decisions that can transform organizations.  

Participants in this half day workshop will learn a practical method based on the book Nonprofit Sustainability: Making Strategic Decisions for Financial Viability to measure the impact and profitability of core activities. This will then allow them to build a matrix to compare and analyze the results, identify strategic imperatives and make strategic decisions – from their approach to fundraising to staffing and board decisions. Participants will leave prepared to implement the methodology immediately and create a graphical matrix to support informed, transformative strategic decision making in their nonprofit organizations.

Missoula: Monday, February 26 from 1:00 – 5:00 p.m.
Helena: Thursday, March 1 from 1:00 – 5:00 p.m.
Bozeman: Monday, March 5 from 1:00 – 5:00 p.m.
Great Falls: Wednesday, March 7 from 1:00 – 5:00 p.m.

Registration open: January 19



NMSNonprofit Management Series

Hundreds of Montana’s nonprofit staff members, volunteers and board members have participated in MNA’s Nonprofit Management Series (Series) over the last five years. This spring, MNA is proud to offer the Series in both Kalispell and Polson. Each workshop in the four-part series focuses on an essential component of nonprofit management: good board governance, strong financial management, bold strategic planning, and successful fundraising. The Series is designed for board members, new and/or experienced staff, and lead volunteers. Attend these day-long workshops individually or with your team, and leave with the tools and templates you need to develop your organization into a stronger, more effective nonprofit.

Board Governance 
Presenter: Liz Moore, MNA Executive Director
Kalispell: Thursday, February 22 from 8:30 – 3:30 p.m.
Polson: Friday, February 23 from 8:30 – 3:30 p.m.

Strategic Planning
Presenter: Ned Cooney, Facilitator/Consultant
Kalispell: Thursday, March 22 from 8:30 – 3:30 p.m.
Polson: Friday, March 23 from 8:30 – 3:30 p.m.

Financial Management
Presenter: Jan Schweitzer, CPA, CFE, Anderson ZurMuehlen
Kalispell: Thursday, April 26 from 8:30 – 3:30 p.m.
Polson: Friday, April 27 from 8:30 – 3:30 p.m.

Fund Development
Presenter: Chany Ockert, CFRE, Chany Reon Ockert Consulting, LLC
Kalispell: Thursday, May 31 from 8:30 – 3:30 p.m.
Polson: Friday, June 1 from 8:30 – 3:30 p.m.
 

Board Governance is available as an on-demand training. Inquire at mna@mtnonprofit.org. 

Registration opens: January 19 
 



 Building tomorrow's nonprofits: successfully engaging the next generation as volunteers, employees, and board members

In our interactions with hundreds of nonprofit organizations, MNA has identified two consistent challenges: the need for additional qualified board members, and the need to recruit and retain a sustainable workforce for the future. Montana businesses – whether for-profit or nonprofit – contend with an aging workforce, a low wage base, and a sparse population living in far-flung rural communities. For nonprofits, the dearth of human resources is felt even more keenly because we seek not only employees, but a minimum of three volunteer board members for every nonprofit in the state. 
 
In response to these challenges, MNA is intensifying our focus on next generation leadership in the nonprofit sector. Building Tomorrow’s Nonprofits workshops will equip nonprofit board and staff members with information, resources and tools they need to successfully engage next generation volunteers, board members and employees in their mission. From managing multiple generations in the workplace to evaluating HR policies, developing career pathways, prioritizing work/life balance, and leveraging a cause-oriented workplace, workshop participants will gain an understanding how they can best position their organization to be a top choice for the next generations of nonprofit leaders.
 

Helena: Thursday, March 29 from 1:00 - 5:00 p.m
Hamilton: Thursday, April 5 from 1:00 - 5:00 p.m
Missoula: Friday, April 6 from 1:00 - 5:00 p.m
Red Lodge: Thursday, April 19 from 1:00 - 5:00 p.m

Registration Opens: February 2


StoberThe Art & Science of Volunteer Management 

Presenter: Shannon Stober, Owner, Verve Exchange Consulting 
 
Working with volunteers has the potential to be one of your organization’s most rewarding interactions with the community while also representing one of the most taxing activities on one’s work plan. Volunteer management is both an art and a science, representing the intersection of relationships and systems, and this juncture understandably tests even the most seasoned employee. The novice manager appears overwhelmed and crisis-driven, the veteran manager seems disconnected while going through the motions and checking the box. Addressing these conditions is dependent upon recognizing the need to recalibrate experiences, refresh motivation, and realign practices regularly. 
 
In this highly interactive workshop, participants will reconnect with the value of volunteerism, characterize best practices in volunteer recruitment, evaluate volunteer motivation and retention strategies, analyze the application of situational leadership within a volunteer framework, and identify organizational capacity needs as they relate to volunteer programming; all while sharing personal experiences and strategies for working with volunteers within Montana’s unique social and environmental settings.

Billings: Tuesday, May 22 from 8:30 – 3:30 p.m.
Great Falls: Wednesday, May 23 from 8:30 – 3:30 p.m.
Missoula: Thursday, May 24 from 8:30 – 3:30 p.m.
Hamilton: Friday, May 25 from 8:30 – 3:30 p.m.

Registration opens: Early March 
 

Nonprofit Kaleidoscope

Nonprofit Kaleidoscope is a conference especially designed for nonprofit staff, volunteers, and board members in rural Montana. Hosted by the Montana Nonprofit Association, this conference provides a unique training and networking opportunity for the nonprofit organizations that serve the diverse needs and interests in eastern Montana communities.

Nonprofit Kaleidoscope: June 13-14 in Miles City 

Registration opens: April 
 



JoyauxFundraising… and all the stuff that makes it work (or not work!)

Presenter: Simone P. Joyaux, ACFRE, Adv Dip. Joyaux Associates. 
 
This full-day workshop, with nationally recognized fundraising expert Simone P. Joyaux, will focus on:
  • Your professional development; You the organizational development specialist – not just you the fundraising technician. 
  • The distinction between the board and board members…their roles and limitations. And how to engage them, because you’re a darn good enabler. 
  • Genuine and authentic relationship building – not trespassing on personal and professional relationships! Asking personally, face-to-face. (Just wait till you hear Simone's best story.)
And that’s just the tip of the iceberg.

Who should attend?
Individuals from all types and sizes of organizations. It doesn’t matter if you have a development officer – or your executive director is the chief development officer.

Tip from Simone: Make sure there’s at least one of your board members in the room. And if you’re the development officer, make sure your executive director is in the room, too. Board member and ED attendance makes a HUGE difference!

Billings: Tuesday, August 21
Bozeman: Wednesday, August 22
Helena: Thursday, August 23
Missoula: Friday, August 24

Registration opens: June


UP NEXT FOCUS GROUPS: COMING TO A TOWN NEAR YOU

January – February 2018 

As MNA develops and launches our Next Generation (Next Gen) Leadership Initiative, we want to hear from you. We will be hosting Next Gen focus groups in Helena, Anaconda, Missoula, Hamilton, Bozeman, Red Lodge, Billings, and Kalispell. Focus groups are open to current nonprofit board members, volunteers and staff, as well as “Next Gen” men and women in the community who are interested in increasing their engagement with nonprofits but are unsure how to do so. 

The focus groups will give MNA a deeper understanding of the extent to which nonprofits in your community are discussing and/or taking steps to increase Next Gen leadership, the unique challenges you face, and what has/has not worked to increase your engagement with the Next Gen audience. From Next Gen individuals interested in nonprofit volunteerism, board leadership, or employment, MNA wants to learn about your experiences trying to connect with nonprofits, what has/has not worked, and what steps nonprofits could take to help you engage successfully with them.

MNA’s training program, tools, and online resources are based in research and best practices; they are also informed by your “boots on the ground” experiences. Join MNA for a focus group in your community to help us answer these questions and more.
 

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2018 MNA Annual Conference | October 2-4 | Helena, MT

Don’t miss the largest gathering of nonprofit professionals in the state!