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TrainingCatalogAugust-January 2014

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training scholarships

consulting servicesNeed personalized help in a particular area? Contact us today, and the Oklahoma Center for Nonprofits can send a professional consultant to you. The Center offers consulting in a wide variety of topics, including board governance, strategic planning and fundraising. The Center will match your organization with a consultant that fits your specific needs, so that you may plan a project suited to your goals. Consulting prices vary by project, and scholarships are available for consulting services! Contact Katie Spaudling, Director of Programs, at (918) 579-1900.

Through generous contributions from our funding partners, we are able to offer numerous scholarships for our training courses. All scholarship applications must be received at least five business days prior to the training. The Scholarship Committee meets weekly, so you will have a decision within seven days of submitting an application. To apply for a scholarship, visit http://tinyurl.com/nqakpgz

TULSAOKCAll trainings will be held at these locations unless noted otherwise.

Oklahoma Center for Nonprofits Training Room720 W. Wilshire Blvd., Suite 115, Oklahoma City, OK 73116Oklahoma City Center Office: (405) 463-6886

OSU-Tulsa, North Hall Building, Room 153700 N. Greenwood Ave.,Tulsa, OK 74106Tulsa Center Office: (918) 579-1900

training locations

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contentsSix-Month Calendar Overview 4

Standards for Excellence Series 6

August-January Course Descriptions 8

Scholarships 17

Membership Information 19

Website Calendar View all of our trainings online at www.okcnp.org. Simply click “Training Calendar” under the Training dropdown. To learn more

about each training or to register, click on the training title.

Emails Receive updates on all of our upcoming trainings through email! Simply visit our website home page and click the envelope button to sign up for our weekly train-

ing updates.

Contact UsOklahoma City 720 W. Wilshire Blvd., Suite 115 Oklahoma City, OK 73116 (405) 463-6886

Helpline: 1 (800) 338-1798

facebook.com/OKctrnonprofits

twitter.com/OKCNP

Tulsa 1145 S. Utica Ave. Suite 1100 Tulsa, OK 74104 (918) 579-1900

enroll

*Printed on August 5, 2014

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six-month calendar overview

13 OKC 9:00 One Bad Apple: Handling Office Conflict14 Tulsa 9:00 One Bad Apple: Handling Office Conflict26 OKC 9:00 Financial Oversight: The Form 990 and Financial Planning28 Tulsa 9:00 Financial Oversight: The Form 990 and Financial Planning

september9 Tulsa 8:00 Standards for Excellence: September-October 2014 begins11 OKC 8:00 Standards for Excellence: September-October 2014 begins12 OKC 9:00 Booze Clues: New Alcohol Rules for Charitable Events17 Tulsa 9:00 Annual Reports that Shine17 OKC 9:00 Fundraising Workshop for Fundraising Pros23 OKC 11:30 Brown Bag: 2014 Oklahoma Nonprofit Compensation Report24 OKC 9:00 Annual Reports that Shine24 Tulsa 9:00 Fundraising Workshop for Fundraising Pros25 Tulsa 11:30 Brown Bag: 2014 Oklahoma Nonprofit Compensation Report30 Tulsa 9:00 Booze Clues: New Alcohol Rulese for Charitable Events

1 OKC 9:00 Gaining Board Strength Without Breaking a Sweat8 Tulsa 9:00 Building Community Collaborations14 OKC 9:00 Building Community Collaborations15 Tulsa 9:00 Gaining Board Strength Without Breaking a Sweat

november4 Tulsa 8:00 Standards for Excellence: November-December 2014 begins4 OKC 9:00 Talent2Strength: Leveraging Your Personality5 OKC 9:00 Creativity, Vision and Shaping the World!6 OKC 8:00 Standards for Excellence: November-December 2014 begins11 Tulsa 9:00 Talent2Strength: Leveraging Your Personality12 Tulsa 9:00 Creativity, Vision, and Shaping the World

august

october

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3 Tulsa 9:00 Media Panel: Building Relationships, Building Brands4 OKC 9:00 Making the Ask!9 Tulsa 9:00 Making the Ask!

14 OKC 9:00 Basic Planned Giving21 Tulsa 9:00 Basic Planned Giving

december

january

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Standards for Excellence Series

Standards for Excellence is a national program taught across the country. Funders are starting to ask if nonprof-its have graduated from this program because it is a leading authority on ethics and accountability in the nonprofit sector.

This series teaches best practices in the areas of mission and pro-gram, public affairs and public policy, governing body, conflict of interest, human resources, financial and legal, public accountability and fundraising.

Cost:Members: $500 (Includes 2 attendees per session)Non-Members: $1,000 (Includes 2 attendees per session) Standards graduate organizations: $250 (Includes 1 attendee per session)

Instructors: Christine Cave, Janetta Cravens, Marnie Taylor, Katie Spaulding and Jill vanEgmond.

The foundation of the Standards

for Excellence program is the

published Standards for

Excellence: An Ethics and

Accountability Code for the

Nonprofit Sector. It identifies 8

major areas of nonprofit

governance and management,

contains 55 implementation

goals, and provides a structured

approach to building capacity,

accountability, and

sustainability in your

organization.

Each organization taking

Standards for Excellence for the

first time can send two people

to each of the four sessions,

preferably the

Executive Director and

the Board Chair. Special

circumstances prohibiting this

to take place may be presented

and are approved on a case by

case basis. All four sessions must

be attended by both participants

to graduate and be added to the

graduation list on the Center’s

website.

STA

ND

AR

DS

FOR

EXC

ELLE

NC

E

7

STAN

DA

RD

S FOR

EXCELLEN

CE

July – August 2014 begins

TulsaJuly 8 8:00 a.m. - noon Mission, Conflict of Interest, OpennessJuly 22 8:00 a.m.–noon Governing BodyAugust 5 1:00–5:00 p.m. HR, Financial, & LegalAugust 19 8:00 a.m.–noon Fundraising, Public Affairs & Policy

OKCJuly 10 8:00 a.m. - noon Mission, Conflict of Interest, OpennessJuly 24 8:00 a.m.–noon Governing BodyAugust 7 8:00 a.m.–noon HR, Financial, & LegalAugust 21 8:00 a.m.–noon Fundraising, Public Affairs & Policy

September – October 2014 begins

TulsaSept. 9 8:00 a.m. - noon Mission, Conflict of Interest, OpennessSept. 23 8:00 a.m.–noon Governing BodyOct. 21 1:00–5:00 p.m. Fundraising, Public Affairs & PolicyOct. 28 8:00 a.m.–noon HR, Financial, & Legal

OKCSept. 11 8:00 a.m. - noon Mission, Conflict of Interest, OpennessSept. 25 8:00 a.m.–noon Governing BodyOct. 23 8:00 a.m.–noon Fundraising, Public Affairs & PolicyOct. 30 8:00 a.m.–noon HR, Financial, & Legal

November – December 2014 begins

TulsaNov. 4 8:00 a.m. - noon Mission, Conflict of Interest, OpennessNov. 18 8:00 a.m.–noon Governing BodyDec. 2 1:00–5:00 p.m. HR, Financial, & LegalDec. 16 8:00 a.m.–noon Fundraising, Public Affairs & Policy

OKCNov. 6 8:00 a.m. - noon Mission, Conflict of Interest, OpennessNov. 20 8:00 a.m.–noon Governing BodyDec. 5 8:00 a.m.–noon HR, Financial, & LegalDec. 18 8:00 a.m.–noon Fundraising, Public Affairs & Policy

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Effective Leadership & Organizational Strategies for Executive Directors and Nonprofit Managers

We are happy to announce that we will be offering both new classes, the Leaders’ Circle: Executive Director Cohorts and Nonprofit Managerment Certification Program again beginning January 2015. Both series are six-month programs consisting of a wide

range of topics each session.

Stay tuned for January 2014 registration!

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One Bad Apple

Schedule:Oklahoma City: August 13, 9:00 a.m.– 12:00 p.m.Tulsa: August 14, 9:00 a.m. –12:00 p.m.

Cost: Center Members: $50Non-Members: $80

Instructor:

Christine Cave, Esq., SPHR, Employers Legal Resource Center

Description:You’ve always known that a troublesome employee can sap energy from an organiza-tion and reduce everyone’s overall performance. As the saying goes, “One bad apple spoils the bunch” so it’s important to recognize rotting fruit before its negative impact spreads. In this training you’ll learn how to identify signs that an employee or team is beginning to rot and the proactive steps to stop it, as well as real strategies on dealing with an employee who has sprouted into a full-fledged problem.

In this Training you will learn:• Identifying signs of a bad apple• Factors that contribute to employee “rot” & how to minimize it• When and how to toss out the bad apple

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Financial Oversight: The Form 990 and Financial Planning

Schedule:Oklahoma City: August 26, 9:00 a.m.– 3:00 p.m.Tulsa: August 28, 9:00 a.m. –3:00 p.m.

Cost: Center Members: $90Non-Members: $120

Instructor:

Bob Spinks, Professor and Director, MA Program in Applied Sociology - Nonprofit Leadership

Description:You serve your community by being an active member of a nonprofit board, especially one about whose work you are passionate. But, there is also the responsibility of being accountable for the organization’s work. Perhaps no area of board responsibility strikes greater fear in the hearts of nonprofit volunteers than the annual review and approval of your organization’s submission of Form 990, the so-called nonprofit “tax return”. Yet, short of a root canal, you can think of nothing that excites you less than a session to learn about this daunting document and what you as a board member must do with it.

DO WE HAVE A DEAL FOR YOU!! This session will demystify IRS Form 990 and the many changes that have been made in it over the past few years. More importantly, we’ll help you clearly understand what a nonprofit leader must know about this seem-ingly unfriendly form.

In this Training you will learn:• The purpose of Form 990• The requirements for boards and nonprofit leaders in its preparation and approval• What the various parts mean, and the ones you must pay closest attention to.• What really happens if you do not exercise proper due diligence• Ways the Form 990 can actually be a tool in leading and managing your nonprofit

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Booze Clues: New Alcohol Rules for Charitable Events

Schedule:Oklahoma City: September 12, 9:00 a.m.– 11:00 a.m.Tulsa: September 30, 9:00 a.m. –11:00 a.m.

Location: TulsaTBD

Oklahoma CityMetro Technology Center Business Conference Center Auditorium1900 Springlake DriveOklahoma City, OK 73111

Cost: Center Members: FREENon-Members: $15.00

Instructors:

Senator Holt:State Senator David Holt represents the 30th District of Oklahoma. At the time of his 2010 election, David had already served a U.S. President, a U.S. House Speaker, a Lt. Governor, and members of Congress. In the Senate, David has fought for a limited and transparent state government, while passing almost 40 pieces of conservative legislation into law. He currently serves as a Majority Whip. David is a licensed attorney and has served as an adjunct professor at Oklahoma City University.

Captain Fairchild:Captain Brent A. Fairchild is a Special Agent In-Charge with the Oklahoma Alcoholic Beverage Laws Enforcement Commission (ABLE). He holds a Masters Degree in Criminal Justice Management and Administration. Fairchild has served as a DPS Communications Officer, DPS Capitol Patrolman, ABLE Agent I, II, Senior Agent, Lieutenant, and Captain. He has previously served on the Western Heights Safe Schools Board and currently is a 2nd term Board Member on the Oklahoma Law Enforcement Retirement System.

Description:Event season is nearly upon us. Did you know that the Oklahoma legislature just passed new rules about alcohol licensing for charitable events? Learn about what is behind these rules and how to stay in compliance from the bill’s author, Senator Holt, and Captain Fairchild from the ABLE Commission, the agency tasked with enforcement.

In this training you will learn:• Details of Bill 1715• Opportunity for your questions to get answered straight from the source

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Annual Reports that Shine!

Schedule:Tulsa: September 17, 9:00 a.m.– 12:00 p.m.Oklahoma City: September 24, 9:00 a.m. –12:00 p.m.

Cost: Center Members: $50Non-Members: $80

Instructor:

Katie Spaulding and Lindsey Fry, Oklahoma Center for Nonprofits

Description:

Annual reports are more than just a dull account of your organization’s last fiscal year, they’re an important marketing tool that can attract new clients, donors, and volunteers. When done correctly, they are beautiful, informative and cost effective! Learn how to make an annual report that will shine a light on your nonprofit’s excellent programs, important issues, and tireless hard work. Attendees will learn:

• Nationally recognized best practices for annual reporting• Tips for creating an eye-catching report• How to write an annual report worth reading

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Fundraising Workshop for Fundraising Pros

Schedule:Oklahoma City: September 17, 9:00 a.m.– 3:00 p.m.Tulsa: September 24, 9:00 a.m. – 3:00 p.m.*Lunch will be included

Cost: Center Members: $90Non-Members: $120

Instructor:

George Valverde, GoDonor Marketing

Description:This all out, six hour workshop has been designed to give you practical training you can use right away. You will have the opportunity to work on real life examples with fel-low peers that will bring each training session to life. This workshop has been designed for the fundraising professional looking for solutions, training, and ideas to help boost your annual campaign.

This Intensive Fundraising Workshop is sponsored by godonor Marketing, a marketing and creative agency for nonprofits based in Tulsa. The Oklahoma Center for Nonprofits is proud to bring back George Valverde, President of godonor Marketing, as a trainer for this special workshop.

In this Training you will learn:• How to inspire generosity in the heart of your donors.• How to make an effective presentation to a major donor.• How to write you best year-end letter yet. • How to put together a newsletter that stands out from the rest.• Reignite your brand.• 7 Online tools to make you and your team more productive. • BONUS: There are no fundraising secrets. 15 fundraising secrets.

You will only have one opportunity to attend this workshop all year—don’t miss out!

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Brown Bag: 2014 Oklahoma Nonprofit Compensation Report

Schedule:Oklahoma City: September 23, 11:30 a.m.– 1:00 p.m.Tulsa: September 25, 11:30 a.m. –1:00 p.m.

Cost: Center Members: FREENon-Members: $15

Instructor:

Marnie Taylor, President and CEO of the Oklahoma Center for Nonprofits; Sarah Car-son, Director of Programs for the Oklahoma Center for Nonprofits

Description:

The 2014 Oklahoma Nonprofit Compensation Report has been released - now learn how to get the most out of it!

Bring a brown bag lunch and learn how to recruit and retain employees using the Report data, as well as how to set salary levels, benefits packages, and protect your organization from getting into trouble with the IRS for unjustified salaries.

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Gaining Board Strength Without Breaking a Sweat!

Schedule:Oklahoma City: October 1, 9:00 a.m.– 3:00 p.m.Tulsa: October 15, 9:00 a.m. – 3:00 p.m.*Lunch will be included

Cost: Center Members: $90Non-Members: $120

Instructor:

Diana Hartley, Executive Director, Oklahoma Women’s Coalition

Description:

Like a personal exercise regimen, developing a strong and stable board requires dis-cipline, perseverance and hard work. Effective boards understand and embrace this. You don’t have to break a sweat if you recognize board struggles and figure out the right exercises to transform your board, relationships and the overall organization. The old adage “calories in, calories out” also relates to nonprofit boards. Being strategic and intentional with proven advice, practical tips and effective techniques can improve board interactions so the mission becomes more important than any one individual or relationship. Join us for this interactive session that may require some heavy lifting but the rewards will be worth the effort. In this session, we’ll cover tools to help your board function more effectively by focusing on: • Board composition• Board structure• Cultural and behavioral barriers• Ways to engage detached board members• Decision making and other meeting practices• Listening skills and using them to resolve conflicts

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Building Community Collaborations

Schedule:Tulsa: October 8, 9:00 a.m.– 12:00 p.m.Oklahoma City: October 14, 9:00 a.m. – 12:00 p.m.

Cost: Center Members: $50Non-Members: $80

Instructor: Dan Straughan, Executive Director of The Homeless Alliance

Description:

Challenges and Benefits of Building Broad-based Community Collaborations. We will address specific social needs using examples from the homeless Alliances work with 100 or so government, faith-based, and nonprofit organizations working with the homeless in Oklahoma. I will share two concrete examples to illustrate a collaboration developed to address a focused, specific, short-term issue, and a longer term, broader collaborative developed to address a community issue.

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Save the Date!

Please save the date for the fourth annual Visions: A Celebration of Nonprofit Leadership event which will be held on November 18, 2014 at Oklahoma City Golf & Country Club.

The Oklahoma Center for Nonprofits will honor A. Jaye Johnson with Boys & Girls Clubs of Oklahoma County; Tim McLaughlin of Fields and Futures; philanthropist and community leader Ken Fergeson of NBC Oklahoma; and Albert Gray, CEO of The Children’s Center.

For more information about sponsoring or attending the Visions event, visit the Oklahoma Center for Nonprofits’ website at www.okcnp.org or call (405) 463-6886.

About VisionsVisions honors those who act as agents of change in the community, providing leadership to enrich and enliven those whom they serve. These men and women have been thoughtful, passionate, tenacious and creative to seek out solutions to problems that effect tangible, impacting change. They inspire others with their conviction and drive, give a voice to those without, and act with the highest integrity to provide Oklahomans with resources otherwise not available. Visions recognizes these great men and women as passionate champions of service to Oklahoma.

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paving the way

to organizational success since 1981

Founded in 1981 as “The Support Center of Oklahoma” by Pat and Ray Potts, the Oklahoma Center for Nonprofits seeks to strengthen the leadership and management capacity of nonprofit organizations in the state of Oklahoma by providing training, advocacy and guidance to “build better communities through effective nonprofits.” Currently, the Center facilitates workshops, didactic training, embedded consultation and the industry’s definitive capacity building and training program, the Standards for Excellence Series. In addition, the Center operates a membership and advocacy program to provide member organizations with a singular voice on nonprofit legislative issues including charitable giving, services to constituents and economic development, as well as providing valuable member benefits such as discounts on services, trainings and technology.

Today the Center’s primary strategies include providing training programs, forums and conferences to equip nonprofits with the knowledge and education they need to improve service to their respective communities. In keeping with its mission, the Center strives through programs and member benefits to deliver resources that increase nonprofit management skills and bolster efficacy of those organizations to ensure that Oklahoma nonprofits have the highest levels of transparency and efficiency regionally and nationally. The Center became the first organization in Oklahoma to be awarded the Standards for Excellence Institute Seal. This achievement highlights the organization’s leadership among the nation’s nonprofit sector. The Center is a member of the National Council of Nonprofits.

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BTraining Books HR Services Suite Conference Calls Video Conferences Office Depot Dell Computers Center Trainings Consulting Discounts Weekly GrantStation Emails GrantStation Subscription OPUBCO Communications GroupStandards for Excellence Series Job/Internship postings Employee Assistance with Sunbeam Insurance with Monitor Bluewater Credit Card ProcessingAdvertising with The Journal Record Publishing Company

Discounts

ecoming a member of the Oklahoma Center for Nonprofits provides an array of benefits for Oklahoman organizations and individuals. The primary goal for membership is to unify and strengthen the Oklahoma nonprofit sector, giving us one clear voice to the legislature and to the public. Membership also gives you numerous opportunities to meet other nonprofit professionals and network. Lastly, there are discounts on an array of products and services, including Dell computers, Office Depot supplies and grant-finding products.Apply for membership online at http://bit.ly/CenterMembership

center membership

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Oklahoma City 720 W. Wilshire Blvd., Suite 115 Oklahoma City, OK 73116 (405) 463-6886

Tulsa 1145 S. Utica Ave., Suite 1100 Tulsa, OK 74104 (918) 579-1900

www.okcnp.org

*Printed on June 26, 2014