Current Classes: Bayer Center

Current Classes

Jump to: Featured | Nonprofit Management | Finance | Technology

To register for any of these classes:

Partial scholarships may be available to organizations demonstrating significant budget restraints. Please complete and submit a Scholarship Application for consideration.

Featured Classes

What’s Next for What Now?  Register Online!
Friday, Sept. 28 from 10 a.m. – 2 p.m.

Our “What Now” research project has moved to the solution-building phase. We listened to our community to formulate a framework of next steps for collectively confronting the wave of retirement, which includes:
1. Development for emerging leaders
2. Executive transition planning services
3. Coaching/Advising for senior staff

Join us as local leaders share their insight followed by small group discussion as we dive deeper into these three approaches to address the retirement crisis.

Panelists: Michelle Heck, Nonprofit Talent; Wendy Burtner-Owens, Steeltown Entertainment Project; Evan Frasier, Highmark; and Peggy Morrison Outon, Bayer Center (moderator)
Location: The Cabin at Avonworth Community Park, 498 Camp Horne Road, Pittsburgh, 15237
Fee: $25

The Happy Healthy Nonprofit: Linking Self-Care and Well-Being to Impact Register Online!
Wednesday, Sept. 26 from 9 a.m. – noon

Nonprofit professionals work hard every day with limited resources which can result in burnout if they do not embrace self-care and the organization does not nurture a culture of well-being in the nonprofit workplace. This session is about how and why it is important to treat self-care and well-being as an organizational strategy and cultural norm. When self-care initiatives are treated as “extras” instead of being built right into the fabric of an organization’s culture, they are nothing more than a Band-Aid, barely disguising the underlying chronic stress and eroding the nonprofits ability to meet its mission. This session will share the latest thinking on well-being in the nonprofit workplace based on the presenter’s book, “The Happy Healthy Nonprofit: Strategies for Impact Without Burnout.” Going beyond a narrow focus on physical health and wellness, the session will share examples and insights from nonprofits that have created and implemented a culture of well-being in the workplaces that supports results.

Instructor: Beth Kanter, author and international nonprofit thought leader
Fee: $65

What’s a DAF? Let’s Talk About It! Register Online!
Monday, Oct. 29 from 5 – 7 p.m.

Join us for a fireside chat with Michael Hoffman – a Covestro Center for Community Engagement (CCCE) exclusive event! The biggest nonprofit in the world is Fidelity Charitable, with net assets of $21 billion (as of 6/30/17). Fidelity’s charitable giving, driven by other financial advisors, is largely in the form of gifts from donor-advised funds (DAF). Nonprofit organizations receive millions of dollars of support from yours? Could you and other board members help navigate this opportunity? Michael Hoffman of PNC Wealth Management has worked for Fidelity Charitable and with other similar organizations and will help us all better understand what the opportunity is and is not for the donor and the organization. We will also explore the challenges and concerns some are expressing about DAFs and their use. Peggy Morrison Outon, Assistant RMU Vice President for Community Engagement and Leadership Development, will engage Mike in a lively conversation about all things DAF. Join us for this provocative and important conversation.

Location: Energy Innovation Center, 1435 Bedford Ave, Pittsburgh, PA 15219
This event is invitation-only for current BoardsWork! board members and executive directors.

Sounds Like a Lot of Work: A Viewing Party Register Online!
Monday, Dec. 3 from 4 – 6 p.m.

Ever wondered what a nonprofit board meeting is really like? Or if other boards also struggle with similar challenges? Then this party is for you! Join your friends and colleagues for light refreshments and networking before a live viewing of “Sounds Like a Lot of Work,” a Bayer Center commissioned play that tracks the board meetings of an imaginary jazz museum. Following the viewing, we’ll engage in discussion about how our boards work – and how they could work better! Grab a fellow board member and plan to join us for this fun evening of good, bad, and ugly board governance!

Instructor: Evie Gardner, Bayer Center
Fee: $10

Nonprofit Management

BoardsWork! Board Member Training  -  Register Online!
Tuesday, Oc. 9 OR Tuesday, Nov. 13 from 8:30 a.m.– 4:30 p.m.

Whether you’re a seasoned board member or looking for your first board experience, you’ll learn effective nonprofit governance that will prepare you to be matched with a local nonprofit or enhance your current board service. In this full-day session, we’ll cover the full gamut of nonprofit governance including boardsmanship, fundraising, financial oversight, planning and technology.

Instructors: Peggy Morrison Outon, Evie Gardner and Carrie Richards, Bayer Center
Fee: $425 and includes lunch ($325 for those not requiring matching services)

Executive Director Huddle  -  Register Online!
Thursdays, Sept. 13, Oct. 11, Nov. 8 and Dec. 13 from noon – 1 p.m. 

Break down the isolation barrier! This exclusive affinity group for nonprofit EDs and CEOs is a unique monthly forum in which nonprofit chief executives come together for a brown bag lunch and to share experiences, challenges, solutions, and best practices. Join us as we launch this new group to deepen connections and build a community of support among participants. 

Instructor: Wendy Burtner-Owens, Steeltown Entertainment Project 
Fee: Free, but R.S.V.P. is required. Please bring your lunch.

Unlocking Your Data for IMPACT  -  Register Online!
Tuesday, Sept. 25 from 9 a.m. – noon

Does just the word “data” send shivers down your spine? What data should I collect? How do I organize it, analyze it, and use it? Come equipped with the data you have at your fingertips and find answers to those questions while gaining confidence in understanding the value of “the numbers.” This course provides a guided hands-on approach to the importance of data in demonstrating your organization’s impact. We’ll use activities to share data and address challenges, while building confidence in their data management skills. You’ll leave with a data tool kit to support future decision-making. In this session, we’ll identify:

1. Essentials of internal and external data gathering and ways to mine for more
2. Simplistic ways to organize and analyze the data
3. Insights the data provide
4. Data communication strategies that illustrate your organization’s impact to potential donors and funders

Instructor: Jane Ann Regan, Regan ManagementConsulting
Fee: $65

Executive Director Boot Camp  -  Register Online!
Wednesday, Jan. 31 from 9 a.m.– 4 p.m.

ED Boot Camp is a day-long, entry-level workshop for new Executive Directors. Topics covered will include the basics of nonprofit management including: tools and tips for effective leadership, organizational stability, fundraising, financial management, regulatory compliance, external relations and governance. The day will be interactive and will draw on the experience of the participants to support and share creativity, learn new strategies and identify action steps for personal, as well as, organizational growth.

Instructor: Wendy Burtner-Owens, Steeltown Entertainment Project
Fee: $125 ($115 if paid online) 

Before the Ask  -  Register Online!
Tuesday, Oct. 2 from 9 a.m.– noon 

Great fundraisers are often thought of as individuals who excel at the art of ‘the ask.’ However, those same fundraisers know the importance of a well-laid plan. This session will teach participants how to craft and forecast a fundraising campaign that will pave the way for success well before ‘the ask’ even happens. Participants will learn the basics of fundraising planning, how to find their ‘hook,’ how to find the people, and how to beat the drum. 

Instructor: Valerie Beichner, Friends of the Riverfront
Fee: $65 ($55 if paid online) 

Does Your Case Statement ‘Make the Grade?’  Register Online!
Wednesday, Oct. 10 from 9 a.m. – noon

One of the essential tools for successful fundraising is the “case for support,” also known as the case statement or statement of need. The case for support sets forth the rationale for your fundraising initiative, whether you are launching an annual campaign, a major gifts or capital campaign, or raising funds for some other purpose, such as endowment. Considering its importance, it’s surprising how many nonprofit organizations have difficulty putting into words the reason or reasons for their fundraising project, and whose case statements are missing critical information. This class will discuss the various components of a case statement and the supporting information necessary to make a compelling case for support to your donor prospects.

Instructor: Mark Lynch, Mark J. Lynch and Associates, LLC
Fee: $65

Quality Improvement: How Nonprofits Can Reap the Benefits  Register Online!
Wednesday, Oct. 10 from 1 – 4 p.m.

In today’s environment, nonprofits find themselves facing the same economic pressures as their for-profit counterparts. Having a competitive edge with quality services can be a significant part of the solution. It will promote the highest level of service, efficiency and accountability to funders. This course will focus on increasing your knowledge and understanding of quality principles and how they can be used across all facets of operations. A review of quality improvement approaches and problem-solving tools will provide the fundamentals for understanding how your organization can begin to realize continuous improvements. Class exercises, case studies, and discussion will be used to examine practical scenarios and how quality improvement can impact the overall success of your organization!

Instructor: Mary Anne Poutous, Transitional Services Inc.
Fee: $65

Grant Funder Research Beyond the Usual Suspects Register Online!
Tuesday, Oct. 16 from 9 a.m. – noon

This class is designed for nonprofit leaders and staff who are interested in moving their grant seeking program beyond just the “usual suspects.” During the class, we will discuss tricks and tips for identifying new potential grant funders, as well as learning how to prioritize those potential funders to spend grant-seeking resources and time wisely. We’ll help participants define their own unique factors that make a new prospect a viable one and those which indicate it is not worth pursuing. You’ll leave inspired to uncover new funding sources.

Instructor: Lauren Steiner, Grants Plus 
Fee: $65 a la carte or $115 for the whole day 

Achieving Stronger Alignment for Smarter Grant Proposals Register Online!
Tuesday, Oct. 16 from 1 – 4 p.m.

Designed for nonprofit leaders and staff to approach grant writing in a new way, this class will teach you how to write clear and strategic proposals. Participants will learn why a proposal shouldn’t be about what the organization needs, but about the alignment between the project or organization and what the funder cares most about. The interactive class will include an opportunity for participants to examine a sample winning grant proposal to identify the elements that make it work and begin to sharpen their ideas and lead to distinct, compelling writing.

Instructor: Lauren Steiner, Grants Plus
Fee: $65 a la carte or $115 for the whole day 

HR Roundtable: Employee Privacy Issues  Register Online!
Wednesday, Oct. 17 from 8:30 – 10 a.m.

The HR job can be a lonely one – thank goodness there’s strength in numbers. You need peers to challenge, listen, develop and encourage you. The HR Roundtable is just that. Every meeting the group discusses a topic with some insights brought from the trainer. Afterward, a good chunk of the meeting is dedicated to helping each other work through issues your organization is facing.

Instructor: Larry A. Silverman, Esq.
Fee: FREE, but registration is required
Location: Urban Impact Foundation, 801 Union Ave, Pittsburgh, PA 15212

Survey Development: From Questions to Preparing for Analysis and Everything In-Between Register Online!
Wednesday, Oct. 17 from 9 a.m. – 4 p.m.

Without data, you only have opinion. A well-crafted and successfully-implemented survey can provide you with the necessary data needed to determine the needs and strengths in your community, track program implementation and measure your program’s impact. Through discussion and interactive exercises, participants will understand both the purpose and value of the survey as a data collection method, learn how to design appropriate survey questions and format for your evaluation needs, create a plan to administer surveys with appropriate follow-up and position yourself to be ready for analysis of survey data. This training will also explore Survey Monkey as a tool to assist with survey development, administration and analysis with one-on-one technical assistance as you work on or develop a survey for your organization

Instructor: Maria Zeglen Townsend, Ph.D., Townsend Associates LLC
Fee: $125 

Next Level Boardsmanship (NLB) Series! Take your board to the next level! These four classes offer a closer look at some of the most common problems to plague a nonprofit board offered in afternoon and evening hours to accommodate your busy schedule. Classes can be taken a la carte or you may take all four for $125. BUT WAIT, THERE’S MORE! Attendees are encouraged to bring a board member for FREE to all four of these classes.

Fee: $40 per session or $125 for the whole four-part series Register Online!

NLB Class 1: Harnessing the Potential of Your Board: Big Dollar Donors Register Online!
Wednesday, Oct. 17 from 4 – 6 p.m.

Are you ready for your board members to introduce you to their top relationships? Are you ready to ask for $1 million? More importantly, does your board member believe you’re ready? In this session you’ll learn a strong fundraising process that will help you communicate effectively during your presentations in order to make your board member look like a genius for making the introduction.

Instructor: Joel Burstein, Keep it Simple Training and Development, LLC Nonprofit

NLB Class 2: Financial Oversight: What’s New? Register Online!
Wednesday, Oct. 24 from 4 – 6 p.m.

Monitoring a nonprofit’s financial health and performance has long been a key oversight function, but major changes to financial accounting and reporting for nonprofits will impact the board’s role in doing so. Bring your most recent audit or annual financial reports to the session, and join us as we review what’s new in financial oversight, such as changes to asset classification and liquidity reporting.

Instructors: Evie Gardner, Bayer Center and Joe Zovko, Louis Plung & Co.

NLB Class 3: The Board’s Role in Leadership Growth and Transition Register Online!
Wednesday, Nov. 7 from 4 – 6 p.m.

The role of the board in a nonprofit’s employment practice is crucial. This class will unpack the board’s role as employers beyond just oversight of the ED. We’ll take a look from the board perspective at how our own HR practices reflect on the value placed on employees including salary and benefits, growing the capability of the staff and a commitment to growth and development. Inspired by the Bayer Center’s “What Now” research, this class will give a hard look at the ramifications of the retirement of Baby Boomers on the organizations that serve our communities, the need for better preparation of the next generation of nonprofit leaders.

Instructor: Peggy Morrison Outon, Bayer Center

NLB Class 4: Can’t We All Just Get Along? Register Online!
Wednesday, Nov. 14 from 4 – 6 p.m.

Board disputes and interpersonal conflicts can lead to serious legal problems for nonprofits. In this session, you will learn how your organization can be impacted when people can’t work together, when members are removed from the board, or when the board becomes involved in litigation. We’ll discuss ways to prevent these conflicts and propose ways to manage them if they do occur. She will walk attendees through the possible consequences for the organization and its finances, and discuss the ways the court system deals with these situations.
Instructor: Abigail Salisbury, J.D., MPPM, Salisbury Legal, LLC

The Nuts and Bolts of Employment Law  Register Online!
Monday, Oct. 22 from 1 – 4 p.m.

It’s no easy thing to manage a workforce, let alone to do so in a way that complies with the alphabet soup of laws that govern workplaces in Pennsylvania (to name a few, ADA, ADEA, FLSA, FMLA, GINA, MMA, PHRA, PMWA, Title VII…). That task can be even more daunting for nonprofit managers, who have to balance the pursuit of the organization’s mission along with the trials of the ordinary workplace. This class will help you comply with the many laws and regulations that govern the employment relationship from soup-to-nuts (hiring to separation) and beyond (employee claims and disputes). You’ll learn about mistakes employers most often make and how to spot potential issues before they become big problems or lawsuits in areas like: employee contracts, including non-competes; pay practices; compliance with anti-discrimination laws, including those relating to sexual harassment; administration of employee leaves of absence; and disciplinary issues.

Instructor: Jeremy V. Farrell, Esq., Tucker Arensberg, P.C.
Fee: $65

How to Leverage Community-Driven Crowdfunding    Register Online!
Tuesday, Oct. 23 from 9 a.m. – noon

Crowdfunding has a strong history in America. In 1885, New Yorkers crowdfunded the pedestal for the Statue of Liberty, and today, ioby (In Our Backyards) has mobilized Americans for over a decade to become powerful citizen leaders who plan, fund and make positive change in their own neighborhoods. In Pittsburgh ioby projects have raised over $130,000 for nearly 100 projects with an 86 percent success rate nationwide. In this workshop we will look at case studies from our own region and discuss how your own nonprofits can collaborate with ioby to crowdsource funds and volunteers. This will be a hands-on strategy practice session that is ideal for bringing project teammates to learn and apply community-based fundraising tactics. Please consider bringing a community partner or colleague.

Instructor: Miriam Parson, ioby
Fee: $65

Drawing Your Roadmap for a Successful Transition  Register Online!
Wednesday, Oct. 24 from 9 a.m. – noon

Are you or your organization thinking about a transition? Seven out of 10 nonprofit leaders are expected to transition out of their positions in less than a decade. Many will make their transitions in the next few years. A successful leadership transition in Pittsburgh’s competitive hiring environment begins months before a job opening is posted. Join us for practical strategies for preparing for new leadership, recognizing a transitioning leader and managing a major organizational change. Leave this session with a better understanding of a successful transition process and a high-level roadmap to help you with your next steps.

Instructor: Catherine DeLoughry, consultant
Fee: $65

DIY Branding for Nonprofits  Register Online!
Thursday, Oct. 25 from 9 a.m. – noon

Do you feel your current brand image and messaging leaves your internal and external constituents unmotivated or a bit confused? Does your brand lack clarity, consistency, and appeal? Do you need a little help crafting your organization’s brand story or taking it to the next level? Designed for non-marketers, this course provides practical, reducedjargon, DIY branding strategies, tools, and tips for nonprofit professionals. You’ll leave this class with the knowledge and steps needed to build your brand including, brand positioning, messaging, personality, look and feel, and digital presence. In the end, your brand will be optimized as an asset to assist you in meeting, and exceeding, your nonprofit business and community objectives.

Instructor: Tony Ryzinski, Captivar Health Marketing
Fee: $65

Nonprofits Can be Risky Business  Register Online!
Friday, Oct. 26 from 9 – 11 a.m.

There is an amount of risk involved in all dimensions of nonprofit management – finances, technology, programs, facilities, volunteers and more. Our panelists will help us recognize the areas of risk at our own organizations, and how to make a choice to take on reasonable risk in order to fulfill the mission. Join us for a lively discussion as we work to better understand, evaluate and assess risk in our work.

Panelists: Stephanie Bucklew, SLB Consulting; Todd Whiteman, Enscoe Long Insurance Group; Ryan Brandt, Gallagher; and Peggy Morrison Outon, Bayer Center (moderator)
Fee: FREE, but registration is required

Telling Your Story: The Power of Video Production for Nonprofits 
Register Online!
Tuesday, Oct. 30 from 9 a.m. – noon

This class will provide you with the foundational knowledge of multimedia management and video production. It will teach you how to create a video, manage your content, and be the best marketable nonprofit for video production companies. You will also learn how to be the perfect client for video production companies, create and manage media on a budget and how having multimedia components will take your nonprofit to the next level.

Instructor: Dave Onomastico, Steeltown Entertainment Project
Fee: $65

Fund Development Planning Register Online!
Thursday, Nov. 1 from 9 a.m. – 4 p.m.
As nonprofits, we build plans for everything: strategic plans, work plans, performance plans, and more. However, one vital plan is commonly overlooked – the fund development plan. In this full-day workshop, you’ll learn how to structure a fund development plan that works for you, break down your historical data and industry research to create realistic plans, and integrate your communication plan to create a holistic approach. Attendees should bring their organizational budget, historical grant and donation data, special event planning documents, sponsorship planning documents, communication plan and a laptop. Attendees will be expected to create portions of their plan during the workshop so each leaves with a base for a final fund development plan. A board member and an employee responsible for communication should attend the afternoon session.

Instructor: Valerie Beichner, Friends of the Riverfront
Fee: $125

Building Strong Relationships with Local Companies  Register Online!
Friday, Nov. 2 from 9 a.m. – noon

We will look through the spectrum of engagement that companies have with nonprofits, including cash donations, event sponsorships, hands-on volunteering, program delivery volunteering, and ways to engage professional skills volunteering and board service. Build your skill set and your tool kit!

Instructor: Yvonne VanHaitsma, Covestro Center for Community Engagement
Fee: $65

Conversation Work-Out Register Online!
Tuesday, Nov. 6 from 9 a.m. – noon

Does the thought of an upcoming necessary (but hard) conversation make you break out in a sweat? Whether you’re a board member, a supervisor, or the member of a work team, this class will provide the training and the in-room practice to build the “muscle strength” to conduct those conversations in a way that builds understanding and maximizes opportunities for productive resolutions.

Instructor: Susan Loucks, Bayer Center
Fee: $65

Tools for Identifying Individual Donors    Register Online!
Tuesday, Nov. 6 from 1 – 4 p.m.

Everyone’s biggest question in fundraising is, “How do I find individual donors?” While there isn’t a secret place to find a list of individual donor prospects, there are ways to identify prospects by mapping your organization’s networks. We’ll spend the session discussing effective strategies and introducing useful tools your organization can use to identify new individual donors.

Instructor: Emma Gilmore Kieran, Pilot Peak Consulting
Fee: $65

You Had Me at “I Vote…”  Register Online!
Wednesday, Nov. 7 from 9 a.m. – noon

Learn how to contact, converse, and form effective relationships with elected officials. You’ll leave with a better understanding of who has the power, and how create productive dialogue to influence those in power for the benefit of your clients and your agency.

Instructor: Rev. Sally Jo Snyder, Consumer Health Coalition
Fee: $65

Nonprofit Storytelling  -  Register Online!
Thursday, Nov. 8 from 9 a.m.– noon

Effectively telling your organization’s stories is as important as showing the data-backed outcomes. Stories motivate donors, capture volunteers and influence public officials. In this workshop we will talk about what kinds of stories to tell, how to craft your stories for the most impact and how to use media to get your stories out there.

Instructor: Wendy Burtner-Owens, Steeltown Entertainment Project
Fee: $65 ($55 if paid online)

Coffee and Conversation: Planning for Purpose in Retirement  Register Online!
Friday, Nov. 9 from 9 – 10:30 a.m.

Our “What Now?” research has got us thinking about all aspects of retirement. Of course the financial aspect is of major concern, but what else have you considered when you begin to think about a life after a nonprofit career? Join us for a conversation about finding PURPOSE in retirement as we talk about ways to help people explore their dreams after full-time work.

Conversationalists: Peggy Morrison Outon, Bayer Center and Tracy Grajewski, Careerminds
Fee: $10

Planning and Running a Successful Capital Campaign Register Online!
Wednesday, Nov. 14 from 9 a.m. – noon

A successful capital campaign requires thorough planning and expert implementation, and nonprofits must ensure that they have checked the necessary boxes to help optimize their campaign’s success. This class will provide an understanding of the key building blocks of a successful campaign including:
• The value of a campaign feasibility study
• The role of the staff, executive director, and the board
• The role of a campaign consultant
• The importance of the chart of needed gifts and how to build one
• The major components of the campaign plan

Instructor: Mark Lynch, Mark J. Lynch and Associates, LLC
Fee: $65

Keeping the Strategic Plan Alive Register Online!
Tuesday, Nov. 27 from 9 a.m. – noon

Once a strategic plan is completed, it’s important to make sure the new plan doesn’t just gather dust on a shelf. Let’s put that strategic plan to work! We’ll look at how to structure committees to best work with the plan, and how to use dashboards to keep track of the progress. We’ll also discuss the importance of calibrating the strategic plan as the environment changes and make adjustments as necessary.

Instructor: Peggy Morrison Outon, Bayer Center
Fee: $65

Operationalizing Equity    Register Online!
Wednesday, Nov. 28 from 1 – 4 p.m.

Join us for a discussion about the process of diversity within organizations. Explore how to create an organizational atmosphere that promotes a productive, dynamic, and courageous work space. This type of cultural shift begins with individuals, moves into organizations, and extends outward. Who is in it for the long haul?

Instructors: Trish Gadson, Macedonia FACE and Susan Loucks, Bayer Center
Fee: $65

Volunteers: Enhance, Empower, Engage  Register Online!
Thursday, Nov. 29 from 9 a.m. – noon

For most nonprofits, the real challenge lies not in finding volunteers, but in keeping them. Volunteer engagement can be the key to making this link! In this session, we’ll explore how to:
• Enhance the volunteer experience so that your volunteers enjoy their time with you and feel it is well spent
• Empower your volunteers so they can take on important tasks that you need done and their time makes a real difference
• Engage your volunteers in ways that speak to them and that help them feel appreciated, vested, and connected to your mission.

Learn different strategies and techniques for achieving these goals, including focusing on why people choose to volunteer with you, storytelling, personalization, social media tools, and well thought out systems.

Instructors: Stacy Bodow and Julie Strickland-Gilliard, Global Links
Fee: $65

Leading Outside the Lines  Register Online!
Tuesday, Dec. 11 from 9 a.m. – noon

New models and generational changes are redefining leadership across the sector. We all want empowered staff, but we don’t want an absence of followers! Can we have it all? Join us to explore how to identify and cultivate leaders across your entire org chart, and build structures that leverage those strengths towards your mission.

Instructor: Susan Loucks, Bayer Center
Fee: $65


Simplifying the New Nonprofit Financial Reporting Standards   Register Online!
RESCHEDULED to Thursday, Nov. 15 from 9 a.m. – noon

Big changes are on the way for nonprofit financial reporting. Not only should organizations be familiar with new revenue recognition standards, major changes are effective for most 2019 fiscal years beginning after December 15, 2017. Changes will impact how restricted net assets are reported, classification and presentation of expenses, and a number of other additional disclosures. Don’t miss this critical update on how your organization reports financial results!

Instructors: Jason Hardy and Robin Ryan, Grossman, Yanak & Ford, LLP
Fee: $65

Getting Started: Financial Policies and Procedures Manual  Register Online!
Tuesday, Oct. 9 from 9 a.m. - noon 

The financial policy and procedures manual is the foundation of a strong financial management system. It is the guide for determining how your organization uses and manages money and establishes internal controls. It also ensures compliance with regulatory standards, donor restrictions, and grantor guidelines. It is important for clarifying roles and responsibilities and ultimately for ensuring that the organization’s financial data is an accurate and reliable basis for organizational decision making. During this interactive session, you will learn the major components of the financial policy and procedures manual and how to set policies and procedures that match your organization’s needs, as there is no one-size fits all manual.

Instructor: Denise Henning, Stewardship Matters
Fee: $65 ($55 if paid online) 

Nonprofit Financial Oversight: What’s New?   Register Online!
Wednesday, Oct. 24 from 4 – 6 p.m.

Monitoring a nonprofit’s financial health and performance has long been a key oversight function, but major changes to financial accounting and reporting for nonprofits will impact the board’s role in doing so. Bring your most recent audit or annual financial reports to the session, and join us as we review what’s new in financial oversight, such as changes to asset classification and liquidity reporting.

Instructors: Evie Gardner, Bayer Center and Joe Zovko, Louis Plung & Co.
Fee: $40 (or $25 with full “Next Level Boardsmanship” series ) Attendees are encouraged to bring a board member to this class for FREE.

QuickBooks for Nonprofits   Register Online!
Tuesday, Dec. 4 from 9 a.m. – 4 p.m.

QuickBooks has a large share of the accounting software market and it is used frequently by nonprofit entities. In this class you will be instructed on how to design and setup a QuickBooks file for a nonprofit entity. We will then have each of you open a sample QuickBooks file and be provided with hands-on experience. This will include: how to enter and pay bills, track expenses, enter deposits and track all income. Upon finishing this, we will review the procedures for a successful month end close and then apply it in the sample nonprofit QuickBooks file. This will be followed up by learning the features of the QuickBooks reporting system and how to extract the information from it. This training will be specially tailored to nonprofits with hands-on computer training being taught by instructors who understand QuickBooks, nonprofit organizations and nonprofit accounting.

Instructor: Melanie Rutan, Bookminders
Fee: $125


Bagels and Bytes 

Join your nonprofit techie colleagues for informal learning and networking in this popular monthly convening. If you’re officially (or unofficially) responsible for your nonprofit’s technology challenges, join us!  Our group is an affiliate of TechSoup’s NetSquared program and the Nonprofit Technology Network’s (NTEN) Nonprofit Tech Club program. All of our locations are ADA accessible unless otherwise noted. Visit to learn more or find us at

Bagels and Bytes – Allegheny  -  Register Online!
FREE, but you must RSVP to Shelby Gracey at or 412-397-6000.

Wednesday, Sept. 5 from 8:30 – 10 a.m. at Jewish Residential Services, 4905 Fifth Avenue #3, 15213
Wednesday, Nov. 7 from 8:30 – 10 a.m. at ACHIEVA, 711 Bingham Street, 15203

Bagels and Bytes – Westmoreland
Breakfast cost is individual responsibility. RSVP to Gina McGrath at or 724-834-9390 x107. Location is at King’s Restaurant, Hempfield Pointe, 6297 Route 30, Greensburg, PA.

Tuesday, Sept. 18 from 8 – 9:30 a.m.

Agile Project Management with Asana  -  Register Online!
Thursday, Oct. 25 from 1 – 4 p.m.

What do Apple, IBM, and PayPal have in common? They are some of the most innovative companies in the world and they use the same project management process, Agile, to plan, execute, and iterate cutting-edge products and services. In this class, we’ll demonstrate how nonprofits can utilize the Agile framework to adapt their project management planning and tracking processes to today’s fast-paced work environment. This class will utilize the popular cloud-based project management app, Asana, to illustrate how your nonprofit can implement Agile across your staff.

Instructor: Garrett Cooper, BenefitMany
Fee: $65

Creating Effective Social Media Content  -  Register Online!
Monday, Oct. 29 from 1 – 4 p.m.

If a tree falls on social media and no one is around to ‘like’ it, does it make a sound? Sometimes a post to social media gets engagement and sometimes it gets crickets. You don’t have to be a digital native to get your message across on social media. This interactive session will explore how to create effective social media content through a multi-step process that you can use at your own organization. Come prepared to explore how to tell your agency’s story more effectively through social media.

Instructor: Dave Tinker, ACHIEVA
Fee: $65

Taking Advantage of Emerging Digital Fundraising Tools  -  Register Online!
Friday, Nov. 30 from 9 – 11 a.m.

The Arts Management and Technology Lab at Carnegie Mellon University recently conducted a national benchmarking study of nonprofit use of four emerging digital fundraising tools: SMS, Facebook Nonprofit, Peer-to-Peer and Mobile bidding technologies. This class will present the findings and work with attendees on strategizing how to invest in these tools, including workshop time to apply for Facebook Nonprofit status, investigate the leading vendors for each of the remaining three tools, and discuss a flow chart of options for which tool is right for your organization’s mission, donors and staff.

Instructor: Dr. Brett Ashley Crawford, Carnegie Mellon University
Fee: $40

Local SEO + Google My Business  -  Register Online!
Wednesday, Dec. 5 from 9 a.m. – noon

Learn the basics of SEO and how to optimize your website to increase site traffic. Discover how keyword research can help Google crawl, index and rank your site for local searches. Dive into Google Search Console to see terms users are actually searching to get to your website. For the ambitious learner, we’ll discuss how to optimize your Google My Business listing on Google Maps. Come with your Google Analytics account, Google Search Console or verified Google My Business Listing for a morning of hands-on optimization!

Instructor: Jayna Grassel, LunaMetrics
Fee: $65