Montana Nonprofit Association

promoting a strong nonprofit sector in MONTANA



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Download the 2018 Training Postcard  

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.  

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/Money Matrix: Tools for Strategic Decision Making

 Presenter: Teresa Geremia-Chart, Partner, Sage Solutions Nonprofit Consulting  
Most nonprofit leaders engage in episodic planning involving setting goals and making decisions in a vacuum; but strategic planning often involves making tough strategic decisions about programs, fundraising and other operations based on financial and impact analysis. With an understanding of the sustainability and impact of core activities, leaders have the tools to make the kind of strategic decisions that can transform organizations. 

In this workshop, you will learn a practical method based on the book Nonprofit Sustainability: Making Strategic Decisions for Financial Viability, to measure the impact and profitability of your core activities, build a matrix to compare and analyze the results, identify strategic imperatives and make strategic decisions – from your fundraising approach, to staffing and board decisions. 

Join your peers for this half-day workshop where you will calculate the profitability and rate the impact of your core activities. Throughout the workshop you will build a chart of your core activities to compare and analyze. At the end of the workshop, you will be prepared to implement the method and create graphical matrix to present to your team for decision making. 

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.

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Nonprofit 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: Canceled

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 [email protected] 

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Building Tomorrow's Nonprofits: Successfully Engaging Each Generation as Volunteers, Employees, and Board Members

Ten years ago, the generation known as the Baby Boomers was 40% of the US workforce. In 7 years, the generation known as the Milennials is projected to make up 75% of the workforce. In addition to these demographic changes, societal changes around student debt, legal compliance, technology and more are altering how nonprofits carry out their mission and engage with our communities. 

In response to these challenges, MNA is intensifying our focus on leading in a multi-generational organization in the nonprofit sector.

Building Tomorrow’s Nonprofits workshops will equip nonprofit board and staff members with information, resources and tools they need to communicate through the tensions 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.

Learning Objectives:
o Generations defined
o Change management
o Developmental approach to organizational structure
o Assessments and tools to break down communication barriers
o Recruitment

Helena: Thursday, March 29 from 8:30 a.m. - 12:30 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

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The Art & Science of Volunteer Management

Presenter: Shannon Stober, Owner, Verve Exchange Consulting 

StoberWorking 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 

Fundraising… 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
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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