Our PreConference Sessions will take place Oct 2nd at the DoubleTree Hotel in Billings, MT. These day-long workshops provide deep dives into a variety of topics, and are designed with Montana nonprofits in mind.
The future doesn’t yet exist: that’s why you have to develop and share a story about it.
Thaler Pekar, Consultant, Organizational Storytelling Expert
The most trustworthy stories about the future connect the past and present. Those are the stories that make sense, that invite a listener to nod in agreement, and – yes! -- picture themselves as active contributors.
In this practical and interactive reflective program, we’ll explore the narrative connecting your organization’s storied past and present – and how you can share it and invite people toward a compelling future. You’ll reflect on, refine, and make sense of your stories – and we’ll consider how you can apply and amplify those insights throughout your organization.
We will explore:
- Breakthrough moments in the work of your organization
- Moments when your organization was operating at its best
- What is possible and how can you foster its emergence?
- How to tap your richest assets: your stakeholder stories
- How to share stories to further understanding of your work and vision
- How to invite your stakeholders into articulating and aligning around a vision
- How to create and sustain a story sharing culture
Participants will receive a bound workbook developed just for this program, and leave having moved through the exercises and discovery. You’ll refine several stories and develop plans for sharing them, both inside and outside of your organization. And you’ll be well on your way to sharing your big, future story of possibilities.
How to Talk About it, Plan for it, and Do it Well
Dennis McMillian, Consultant, Dorothy A. Johnson Center for Philanthropy
Every nonprofit executive will eventually transition out of their role in the organization. And yet, the vast majority of nonprofits have not planned for leadership succession. And most boards don’t know quite how to comfortably put the topic on the agenda. In Montana we are nearing a leadership crisis point due to a quickly aging population and more nonprofits per capita than any other state. Making a plan is a first step in moving away from crisis toward sustainability through thoughtful leadership succession.
This session will walk participants through a process designed to eliminate as many unexpected surprises when the inevitable transition in leadership happens. The workshop will cover the succession planning process, including:
- Understanding what a proactive succession plan is and is not
- How to frame the succession planning conversation from the get-go
- Using succession to reimagine the organization from top to bottom
- Creating buy-in and sharing ownership for the succession plan across the organization
- Articulating the board’s role in succession planning, and before, during and after executive transition
- Ensuring a thoughtful departure and a successful onboarding
While this interactive session covers leadership succession generally, the main focus is on executive transition and will be most relevant to board members, current executive directors, human resource staff members and other senior leaders. Participants will come away with an initial plan which can be brought back to the full organization to help share ownership in preparing for the future by planning for inevitable changes in leadership.
A Collaborative Approach to Nonprofit Financial Leadership
Curt Klotz, CPA, Director of Nonprofit Innovation at CLA
No matter the side of your budget or the number of people on your staff, you can make extraordinary strides in mission achievement when financial leadership is purposefully distributed across your whole organization. Join Curtis Klotz, CPA, Director of Nonprofit Innovation at CLA and a founding board member of the Montana Nonprofit Association, to explore how shared financial leadership for nonprofits catalyzes mission success.
This session moves nonprofit finance out of isolation by focusing on systems that fully integrate financial leadership across diverse roles: executive director, board member, program staff, finance staff, development officer, and others. Whatever your position, you have a valuable part to play in strengthening your organization’s financial health. This workshop will guide you to apply principles of collaborative financial leadership to the strategic, programmatic, fiduciary, fundraising, reporting, and compliance responsibilities found at the core of dynamic and successful nonprofits. From budgeting to communication to forecasting, participants will leave with an action plan for creating and supporting holistic financial systems.
Together we will clarify the next steps towards establishing shared ownership and stewardship of finances throughout your organization. We invite you and others on your team to join us and revolutionize your organization’s approach to financial leadership.
Nonprofit Section of the State Bar of Montana
Once during each biennium the Montana Nonprofit Association welcomes the Nonprofit Section of the State Bar of Montana for a Nonprofit Legal Symposium during the pre-conference. The event highlights topics of interest to attorneys, accountants and nonprofit leaders who want to be informed about current legal issues impacting charities. Attendees will learn about changes to the Form 990; trending issues in the area of charitable giving, including Montana Endowment Tax Credit and charitable trusts; the twists and turns of charities and political campaigns, including issues related to the Johnson Amendment and nonprofit transparency; updates on the nonprofit “Transportation Tax”, how the U.S. Attorney’s Office is interfacing with nonprofits on issues related to public safety, and other current legal issues. The workshop is eligible for CLEs and CPEs.
“I thought the conference was excellently planned and executed. It was a great experience overall for me.”
ABOUT THE CONFERENCE
Join us for a dynamic and value-loaded Conference for nonprofit leaders, trainers, consultants, and members of the business community who support nonprofit endeavors.
MNA's 2019 Conference, BREAKTHROUGH, will inspire more than 400 participants to imagine a world where individuals, organizations, and communities have realized their full potential as leaders, supporters, and champions for the missions that shape Montana. From a stimulating lineup of thirty breakout sessions and nationally acclaimed guest speakers to meaningful opportunities to engage with colleagues from across the state, MNA is designing an experience that will empower nonprofit professionals on every level to BREAKTHROUGH.
2019 CONFERENCE SPONSORSHIP
We invite you to support a dynamic and value-loaded conference for nonprofit leaders, trainers, consultants, and members of the business community who support nonprofit endeavors.