Current Classes: Bayer Center

Current Classes

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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

Strategies for Resilience - Register Online!
Friday, May 11 from 9 a.m.– 2 p.m.

In order to become more resilient, we need to allow ourselves to think differently! Join us for a day in which old ideas of progress and success are challenged by new ideas of health and resilience. We will begin by focusing on ourselves, then move outward and look at ideas and relationships… an essential nexus for 21st Century leaders. One-hour topics will be intertwined with food and networking, and will include: 

Mindfulness
“Mindfulness” is a particular kind of selfawareness that creates the possibility for change and healing. When mindfulness is practiced in the workplace, organizations become more resilient, sustainable, and effective. Learn how to bring mindfulness to your work and how to connect more authentically with yourself, your colleagues, and your mission.

Breaking the Box
Are you feeling stuck in some ruts, but aren’t sure how to spark innovative ideas? We’ll experiment with some exercises to bust open minds and possibilities and consider how to integrate them into the workplace.

Collaborating For Change
You are working on important issues in the social and civic sector...but change is not happening at the scale and impact you desire. Now, imagine new ways of tackling some of our most pressing challenges through crosssector collaboration. This workshop will have you consider your organization’s role in sparking collaboration – with partners both obvious and not so obvious. Come prepared to think big and stretch your imagination of what is possible.

Location: Alloy 26, 100 South Commons, Suite 102, Pittsburgh, PA 15212
Instructors: Seth Hufford and Mary Parker, The People Group; Susan Loucks, Bayer Center and Katie Outon, Attorney at Law Fee: $25 and includes lunch

Executive Director Huddle  -  Register Online!
Thursday, Jan. 11, Thursday, Feb. 8; Thursday, March 8, Thursday, April 12, Thursday, May 10 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.


Nonprofit Management

BoardsWork! Board Member Training  -  Register Online!
Wednesday, Jan. 24 from 8:30 a.m.– 4:30 p.m. OR Tuesday, April 24 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 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)

Conflict Toolbox! 
Register Online!
Thursday, Feb. 1 from 9 a.m.– 4 p.m.

It’s inevitable that your staff, your consumers and your board (maybe even you!) will get irritated from time to time. It may feel easiest just to move on. However, it’s possible not only to understand and manage conflict, but to get to the root of it, resulting in fewer and less severe problems and an atmosphere of improved trust and openness. This class will focus on understanding dynamics of conflict and building a kit of specific skills. Wherever you experience conflict, this can help! This class will not only illustrate new ways to engage that conflict productively, it will provide lots of hands-on practice in a safe and experimental laboratory setting. Bring your toughest questions, and we’ll see what gets the wheels turning once again.

Instructor: Susan Loucks, Bayer Center
Fee: $125 ($115 if paid online)

Time Management: Techniques, Tips and Tricks - Register Online!
Monday, Feb. 5 from 1– 4 p.m. 

Are your workload and your life load out of control? Do you procrastinate on tasks because you don’t know where to start? Here’s the good news: personal organization is a skill that can be learned and improved. You’ll leave this class with strategies that will help you get organized, reduce stress, increase your productivity and effectiveness, and start enjoying your work and life more!

Instructor: Lisa-Ann Smith, ESC Volunteer
Fee: $65 ($55 if paid online)

Writing Effective Job Descriptions Register Online!
Tuesday, Feb. 6 from 9 a.m.– noon

A job description should be practical, clear and accurate to effectively define your needs. In this session, you’ll learn how to conduct a basic job analysis in order to develop a job description reflecting the needs of a position. We’ll explore how to determine essential functions of a position, and design job descriptions based on identified knowledge, skills, and abilities, in preparation of approval by appropriate human resources or legal department.

Instructor: Sandra Marsh-McClain, PA Women Work
Fee: $65 per class ($55 if paid online)

Get the Agility Edge: Five Methods for Developing HR Competencies  -  Register Online!
Thursday, Feb. 8 from 1– 4 p.m.

Agility involves more than just knowing about HR; it includes the ability to effectively adapt knowledge to respond to constant change. Competencies are the key to this agility. HR managers are often aware of the competencies they need for a great HR function but not sure how to best use available (and often limited) resources to grow their reports and themselves. We’ll provide strategies, tools and tips for building the competencies to help current and future HR leaders create an agile HR function.

Instructor: Phyllis Hartman, ESC Volunteer
Fee: $65 ($55 if paid online)

Measuring the Impact of Your Volunteers - Register Online!
Tuesday, Feb. 13 from 1– 4 p.m.

Today’s volunteers and funders want to support agencies that use resources efficiently, including volunteer resources. While volunteer numbers are still important, the focus has shifted to the impact those hours have for the clients you serve. This workshop will explore ways to track and report outcomes, and how that information can be used to further engage volunteers and share your story.

Instructors: Amanda Trocki and Riley Baker, Pittsburgh Cares
Fee: $65 ($55 if paid online)

Ask! The Essential Fundraising Skill - Register Online!
Wednesday, Feb. 14 from 9 a.m.– 4 p.m.

“The ask”… why are we so afraid of it? Here’s your chance to practice the art of the ask with a master fundraiser. In this day-long class, you’ll have the opportunity to practice face-to-face asking a real person for a gift, and get invaluable, constructive feedback in a safe setting, featuring friendly competition. The emphasis is on asking individuals, but the skills are effective for foundation officers and corporate representatives as well.

Instructor: David Brewton, DRB Community Development Consulting
Fee: $125 ($115 if paid online)

Careers in Fund Development - Register Online!
Thursday, Feb. 15 from 5 – 7 p.m.

Fundraising is essential to the success of an organization’s mission, but understanding how best to cultivate your career can be difficult. Building a successful career in fund development takes experience, education, passion and skill. If you’re just starting out in fund development or looking to advance your current development position, this is the conversation for you! Join three wellrounded and well-respected fundraising professionals as they talk about their own careers including lessons learned, personal strategies and the paths they took to advance to their current positions.

Moderator: Peggy Outon, Bayer Center Panelists: Karris Jackson, POISE Foundation; Heather Franz, Robert Morris University; Dave Tinker, ACHIEVA
Fee: $40 ($30 if paid online) and FREE for members of YNPN Pittsburgh

Grant Seeking Basics: Strategies for Success - Register Online!
Tuesday, Feb. 20 from 9 a.m.– noon

This interactive course is designed for nonprofit leaders and staff interested in learning more about how to identify, research and select appropriate grant funding prospects to support a nonprofit project or program. The course will focus on the state of grant seeking at the government and foundation level, funding search strategies, and funding prospect selection. The course will provide participants with a copy of the “Are You Grant Ready?” checklist and other resource tools to help guide the planning and pursuit of grant funds.

Instructor: Maureen Ryan, Write Connections, LLC
Fee: $65 ($55 if paid online)

The Accidental Marketer - Register Online!
Wednesday, Feb. 21 from 9 a.m.– noon

Social media, websites, email campaigns, publicity… all important marketing elements often assigned to nonprofit employees who find themselves “accidental marketers.” Often organizations with no assigned marketing or PR staffer distribute those tasks among others who encounter new projects that require new skills. Designed for new marketers, this workshop provides tips and tactics for prioritizing tasks, creating content, developing volunteer support, and creating a plan that’s not an accident, but strategic.

Instructors: Yvonne Hudson and Lynette Asson, New Place Collaborations
Fee: $65 ($55 if paid online)

How to Manage Volunteers for Success  -  Register Online!
Thursday, Feb. 22 from 9 a.m.– noon

You have passionate and energetic volunteers helping your organization – how do you ensure that they have an experience they find fulfilling while meeting the needs of the organization? Come learn from two experienced nonprofit managers (who have experience with all levels of volunteers from direct service to boards of directors) who will discuss steps to ensure success. Expect a lively discussion that addresses the specific needs of your organization.

Instructors: Don Block and Julie Walker, Greater Pittsburgh Literacy Council
Fee: $65 ($55 if paid online)

An Introduction to Planned Giving - Register Online!
Wednesday, Feb. 28 from 9 a.m.– 4 p.m.

Bequests and other types of planned gifts are the lowest cost, highest value gifts nonprofits can generate. If planned giving isn’t part of your fundraising program, now is the time to start! In this session participants will learn why planned giving is important for every development program, how to identify planned giving prospects (they may not be who you think they are!) and the simple techniques of a basic, easy to implement planned giving program that will work in any sized organization. Dive more deeply into the world of planned giving in the afternoon session where we’ll explore more complex types of gift vehicles, best practice for gift acceptance policies and effective marketing and outreach tactics. The session will include an opportunity to discuss your prospects and discover the best strategies for cultivation and solicitation. All participants will learn and practice talking to their donors about planned gifts. Leave this session ready to improve your relationships with your donors and increase your dollars raised with planned giving.

Instructor: Maureen Mahoney Hill, Advancement Advisors
Fee: $125 ($115 if paid online)

Before the Ask  -  Register Online!
Friday, March 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) 

Advocacy: The Why, the How, the Now!  -  Register Online!
Monday, March 5 from 1– 4 p.m. 

Advocacy has become a buzzword that everyone’s talking about. This course teaches what advocacy is, how to do advocacy effectively, and the lasting impact advocacy has on your clients and your agency. We’ll cover: 

  • There is no try…only do: Advocacy without fear and with results 
  • It’s all about the base: Building and maintaining effective coalitions 
  • You had me at hello: Telling your story with purpose, passion and precision 
  • It’s all connected: Moving from self to systemic advocacy 
  • Power plays: Knowing who has the power and how to influence those in power 

“If you think you’re too small to be effective, than you’ve never been in bed with a mosquito.” ~ African Proverb 

Instructor: Rev. Sally Jo Snyder, Consumer Health Coalition
Fee: $65 ($55 if paid online) 

Strategies for Setting Effective Performance Goals  -  Register Online!
Tuesday, March 6 from 1– 4 p.m. 

This session will explore the changing views on performance goals. Are they helpful tools to ensure focus and good communication or do they do more harm than good? We will discuss how to set effective goals using collaboration and engagement while building in flexibility and empowerment. The SMART approach will be covered along with the critical importance of regular two-way dialogue. 

Instructor: Phyllis Hartman, ESC Volunteer
Fee: $65 ($55 if paid online)

Growing a Major Gifts Program  -  Register Online!
Thursday, March 8 from 1– 4 p.m.

Most every nonprofit hoping to grow their voluntary support from individuals wants to have a major gifts program. Many of those organizations have neither the staff nor the budget to do it and those that do often divert their own fundraisers from their major gift focus. This class will look closely at the ingredients, actions and habits that are imperative to pursue major gifts; learn how to segment your donor population and develop and execute prospect strategies; uncover methods to extend the outreach and effectiveness of your current professional and volunteer leaders; and consider the kind of development professional(s) to hire if feasible. Our definition of ‘major gift fundraising’ will include outright and deferred gifts. We’ll examine examples of both as well as blended/hybrid gifts.

Instructor: James Sismour, University of Pittsburgh
Fee: $65 ($55 if paid online)

FEATURED SERIES
The board’s role doesn’t start AND end with fiduciary responsibility. Learn how to motivate and empower your new and existing board members to take an active role in finance, human resources, legal issues, and of course, FUNDRAISING, all with the goal of making the most of your board. Classes can be taken a la carte or you may take all four for $100.

The Board’s Role in Financial Oversight  -  Register Online!
Wednesday, March 14 from 4 – 6 p.m.

Join us as we review the primary ways that board members can fulfill their key fiduciary responsibilities, including avoiding mission drift, participating in the budgeting and auditing processes, reviewing regular financial reports, and understanding the organization’s overall financial outlook. We’ll answer your questions about serving as a fiduciary and discuss practical strategies for improving your board’s ability to fulfill this critical role. 

Instructor: Evie Gardner, Bayer Center
Fee: $40 ($30 if paid online OR $100 for the whole series)

The Board’s Role in Keeping it Legal  -  Register Online!
Wednesday, March 21 from 4 – 6 p.m.

In this interactive session with an attorney who focuses on nonprofits, participants will learn the legal responsibilities of being board members, how to minimize the risk of employee claims and other legal issues before they become problems, and the potential consequences of non-compliance with state and federal laws governing exempt organizations.

Instructor: Abigail Salisbury, J.D., Salisbury Legal, LLC
Fee: $40 ($30 if paid online OR $100 for the whole series)

The Board’s Role as Employers  -  Register Online!
Wednesday, March 28 from 4 – 6 p.m.

When determining the role of the board in matters relating to Human Resources, it is critical to recognize and respect the difference between governance and management. This difference may cause nonprofits some difficulty in the treatment of each. The ED has primary responsibility for hiring and managing the staff, while the board’s role should be focused on governing the organization. Join us as we discuss how to create an environment in which the board feels confident that it has a sufficiently meaningful role in driving an organizations’ mission forward without interfering with the staff’s ability to manage the day-to-day affairs. We’ll discuss salaries, performance and evaluations, grievances and more.

Instructor: Paul Block, ESC Volunteer
Fee: $40 ($30 if paid online OR $100 for the whole series)

The Board’s Role in Events-Based Fundraising  -  Register Online!
Wednesday, April 4 from 4 – 6 p.m.

Special events are frequently one way that board members fundraise for their organization. Engaged board members are a critical success factor, often making the difference between profit or loss. This session will pair two fundraisers who have worked with countless organizations to increase the profitability of their special events in a competitive marketplace. Our conversation will start at the very beginning of the event timeline to probe the importance of research and the role that it plays in identifying the board connections to potential supporters or when choosing the right co-chairs and committee members. Special events can be powerful friend and money raisers...or they can exhaust the few who carry all of the responsibilities. After this session, you’ll have some practical ideas, and tools to more fully engage your board in making your next special event the best you’ve ever had!

Instructors: Peggy Outon, Bayer Center and Delvina Smith, Providence Connections
Fee: $40 ($30 if paid online OR $100 for the whole series)

Strategic Planning: A Must in Turbulent Times  -  Register Online!
Tuesday, March 20 from 9 a.m.– 4 p.m. 

Today’s nonprofit environment overflows with challenge, opportunity and change. Strategic thinking, an inspiring vision, and carrying out a solid plan are vital signs for any nonprofit, large or small. With everyone’s time at a premium, creating the right strategic planning process for your organization makes all the difference. This full-day workshop provides an in-depth introduction to strategic planning and the opportunity to delve deeply into stakeholder engagement: a critical success factor in shaping and implementing successful strategic plans. A fast-paced introductory overview sets the stage for understanding effective strategic planning.

Content includes:

  • “Strategic Planning 101” – the key components for a great process and effective plan 
  • Guided discussion to zero in on your organization’s aims for strategic planning 
  • Options for choosing the right approach for your organization 
  • A helpful checklist that clarifies important roles for board members, staff and consultants 
  • An experiential strategic plan “launch” that produces energy and open minds 
  • Tips for keeping a plan real and alive over time

    The workshop continues with a deeper dive into stakeholder engagement, including: 
  • Meaningful roles for internal stakeholders that build understanding and ownership for the plan 
  • How to segment priority external stakeholders to be reached for input 
  • How to balance the right mix of affordable research techniques to build relationships and gain critical input 
  • Creating a draft core questionnaire for your organization to gain input across all stakeholder groups 
  • Case study examples of analysis, reporting and how stakeholder input directly translates a completed strategic plan 

Instructor: Gary Stern, Stern Consulting International
Fee: $125 ($115 if paid online)

Strengthening Your Team’s Accountability  -  Register Online!
Tuesday, March 27 from 9 a.m.– noon

All nonprofits are feeling pressure to meet ever-increasing expectations with less time and money than ever before, and stress, burnout and disengagement are common. Yet nonprofits that embrace accountability, results, retention and morale flourish. Why? Because accountable team members negotiate clear agreements, build strong partnerships, and feel more control in outcomes, resulting in more productivity and less stress. Discover the powerful personal benefits of accountability and the strategies to make it happen.

Instructor: Len Petrancosta, Peak Performance Management
Fee: $65 ($55 if paid online)

A Foolproof Recipe for Building Individual Giving Success  -  Register Online!
Tuesday, April 3 from 9 a.m.– noon

Individual donors represent 72% of all charitable giving in the United States but remain a mystery to many nonprofits. Join us for a workshop on building your individual giving program and learn more about the importance of individual giving for your organization, how to appeal to all kinds of individual donors, and how to build your own individual giving program. We’ll cover the following:

  • How to appeal to men and women donors
  • How to differentiate giving techniques between generations
  • Which individual giving vehicles to use (direct mail, annual giving, events, etc.)
  • Using national metrics to educate leadership

You’ll leave this interactive course with tools, tricks, and tips for building a great individual giving program!

Instructor: Emma Gilmore Kieran, Pilot Peak Consulting
Fee: $65 ($55 if paid online)

Nonprofit Storytelling  -  Register Online!
Wednesday, April 4 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)

Featured Series: Conversation, Camaraderie and Coffee!
April is all about panel discussions! Join us on Friday mornings as we talk about how to be better fundraisers, advocates, corporate partners and more! What a great way to end each work week with conversation, camaraderie and coffee.

Working with Our Foundation Allies  -  Register Online!
Friday, April 6 from 9 – 11 a.m.

Generous gifts from foundations have often secured the future for regional nonprofits. But there are close to 8,500 nonprofits in southwestern Pennsylvania alone, and foundation leaders have to make hard choices and are challenged to make every dollar count. Come reflect with a few of our region’s most thoughtful foundation leaders about how they make those decisions.

Moderator: Peggy Outon, Bayer Center
Panelists: Laurel Randi, McCune Foundation; Cathy Lewis-Long, Sprout Fund and Karris Jackson, POISE Foundation
Fee: $40 ($30 if paid online OR $100 for the whole series)

Working with Our Corporate Allies  -  Register Online!
Friday, April 13 from 9 – 11 a.m.

With an increased focus on corporate social responsibility, corporations and businesses are more enthusiastic than ever to find nonprofit partners to create mutually beneficial volunteer opportunities for their employees. Let’s talk about the prospects for corporate volunteerism and how to make your organization a likely recipient.

Moderator: Yvonne VanHaitsma, Bayer Center
Panelists: Vernee Smith, FedEx Ground; Ange Loiseau, Covestro
Fee: $40 ($30 if paid online OR $100 for the whole series)

Working with Our Media Allies  -  Register Online!
Friday, April 20 from 9 – 11 a.m.

Every nonprofit needs the media to get its message out. Nonprofit leaders require insight into that world. Join three Pittsburgh media writers who are longtime nonprofit allies as they discuss their role in telling a nonprofit’s story through different media channels to our region. We’ll have plenty of time for Q & A.

Moderator: Peggy Outon, Bayer Center
Panelists: Tracy Certo, NEXTpittsburgh; Joyce Gannon, Pittsburgh Post-Gazette and Terry O’Reily, WESA
Fee: $40 ($30 if paid online OR $100 for the whole series)

Working with Unexpected Allies   -  Register Online!
Friday, April 27 from 9 – 11 a.m.

Learn from leaders in our community who are dedicated to seeing possibility and opportunity in working across differences. Whether it’s working with employees with disabilities, those who have been incarcerated, or those new to our country, our panel will explore how success comes when our workforce reflects us all. Bring your questions about how to best crate a vibrant, inclusive workforce.

Moderator: Peggy Outon, Bayer Center
Panelists: James Bennett, Easterseals Western and Central Pennsylvania; Nikki Heckman, Bistro To Go; Sarah Welch, Jewish Family & Children’s Service Career Development Center; Melanie Harrington, Vibrant Pittsburgh
Fee: $40 ($30 if paid online OR $100 for the whole series)

Who is Taking Over? Developing Your Next Generation of Leaders  -  Register Online!
Thursday, April 5 from 9 a.m.– noon

Nonprofits are facing a change of guard in leadership. What assurances exist that the next crop of leaders will be ready to assume the ranks of responsibility in growing your nonprofit toward the fulfillment of your mission? This workshop will provide a systematic process to identify the key elements of what makes a great leader for your nonprofit, where leaders come from within the organization and how to best develop them so they will have the skills and competencies to assume the role when their day arrives.

Instructor: Michael Couch, Michael Couch and Associates
Fee: $65 ($55 if paid online)

Don’t Call Them Interns: The Role of Young Adults in Building Your Organization’s Future  -  Register Online!
Thursday, May 3 from 1– 4 p.m.

If you are looking for ways to grow your organization’s impact, why not start from the ground up – with young adults? This course will focus on the key aspects of developing emerging professionals in ways that lead to REAL professional development for them. We will cover best practices for young adult development that will add value to your organization and launch young professionals into the field. Your next “intern” could be your future executive director or board chair! Learn how to build the kind of professionals that you want working for you.

Instructors: Chris Cooke, Amanda Duncan and Katie Robb Sewall, PULSE
Fee: $65 ($55 if paid online)

Grantsmanship Training Program
Monday, May 14 – Friday May 18 from 8:30 a.m.– 5:30 p.m. (Friday ends at 1:00 p.m.)

Are you working to change your community? Will more funding help you create that change?

Join generations of social advocates who have achieved success by attending our Pennsylvania grant proposal writing course. Learn how to do the research, make a plan, and secure the funding you need.

Join us for the five-day Grantsmanship Training Program. Practice using our proven proposal model — a model that many funders have adopted for their application guidelines — and secure grant funding for the programs your community needs the most. Get expert guidance, hands-on experience, and peer support. Navigate the grant proposal process with confidence and ease. Learn to pinpoint the funders most likely to support and partner with your organization, collaborate with others to create a data-driven and realistic grant application, and review proposals the way funders do so you’ll understand what works and why.

In a follow-up survey, 135 graduates documented they had won grants within six months of their training. In total, these alumni were awarded over $21 million. Get the only grant-development training proven to produce results.

Location: Jewish Community Center of Greater Pittsburgh, 5738 Forbes Ave, Pittsburgh, PA 15217
Tuition: $995 if registered and paid on or before April 2 OR $1,095 after April 2
For questions or to register, please contact registrar@tgci.com or 800-421-9512


Finance

Sound and Strategic Nonprofit Investment: Risks and Rewards  -  Register Online!
Wednesday, March 7 from 1– 4 p.m.

Many of our region’s nonprofits oversee the investment of precious community assets. Boards and executives may be thinking about their readiness to successfully balance risk and reward or prudently act as effective financial stewards and fiduciaries. This class will provide you guidance for identifying the fiduciary and governance practices to help nonprofits understand the concepts and merits of:

  • Developing prudent governance systems and investment policy statements 
  • Understanding portfolio risk and reward characteristics and peer practices 
  • Spending policies and asset allocations 
  • Fiduciary considerations for finance/investment committees 
  • Managing ethical considerations in investing 

Instructors: Joseph R. Lantz, Federated Investors and Evie Gardner, Bayer Center
Fee: $65 ($55 if paid online)

The Board’s Role in Financial Oversight Register Online!
Wednesday, March 14 from 4 – 6 p.m.

Join us as we review the primary ways that board members can fulfill their key fiduciary responsibilities, including avoiding mission drift, participating in the budgeting and auditing processes, reviewing regular financial reports, and understanding the organization’s overall financial outlook. We’ll answer your questions about serving as a fiduciary and discuss practical strategies for improving your board’s ability to fulfill this critical role.

Instructor: Evie Gardner, Bayer Center
Fee: $40 ($30 if paid online OR $100 for the whole four-part board development series)

Painting a Picture Through Numbers  -  Register Online!
Tuesday, April 10 from 1– 4 p.m.

April has a bad reputation, just like financial statements. So we have combined these two misunderstood notions into one fun afternoon. Join us as we learn to love our audits by understanding the richness of the information they provide. We’ll look for financial clues along the path to long-term sustainability by getting back to basics. We’ll show you how your financial statements simply reflect your activities using numbers instead of words, and use the basic tenets of financial analysis to show you how your organization can proactively seize opportunity while limiting risk. You’ll leave armed with new tools, and we’ll keep the hot beverages flowing while we’re at it.

Instructors: Lisa Kuzma, Richard King Mellon Foundation and Evie Gardner, Bayer Center
Fee: $65 ($55 if paid online)

Your Pathway to Retirement - Register Online!
Thursday, April 12 from 9 – 11:30 a.m.

Financial sustainability isn’t just for nonprofits… it’s also for you! Hear from financial advisors from the Farrell Group at Pittsburgh-based Hefren-Tillotson as they describe pathways to your retirement and raise your awareness of financial detours that could derail your future. With advice tailored to a variety of age groups, this presentation is designed to help the “newly hired” to “just retired” and everybody in between.

Instructors: Greg Farrell and Randee Baer, Hefren-Tillotson
Fee: FREE, but R.S.V.P. is required

Getting Started: Financial Policies and Procedures Manual Register Online!
Wednesday, April 25 from 1– 4 p.m.

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) 


Technology

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 https://bagelsbytesallegheny.wordpress.com to learn more or find us at https://www.meetup.com/Bagels-Bytes.

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

Wednesday, Feb. 7 from 8:30 – 10 a.m. at Grow Pittsburgh, 6587 Hamilton Ave #2W, 15206
Wednesday, March 7 from 8:30 – 10 a.m. at Grow Pittsburgh, 6587 Hamilton Ave #2W, 15206
Wednesday, April 4 from 8:30 – 10 a.m. at Frick Art and Historical Center, 7227 Reynolds Street, 15208
Wednesday, May 2 from 8:30 – 10 a.m. at Frick Art and Historical Center, 7227 Reynolds Street, 15208

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

Tuesday, January 16 from 8 – 9:30 a.m.
Tuesday, March 20 from 8 – 9:30 a.m.
Tuesday, May 15 from 8 – 9:30 a.m.

EXCEL DAY 
Introduction to Excel
Register Online!
Thursday, March 22 from 9 a.m.– noon 

Learn Excel basics in the morning session including: 

  • Worksheet creation 
  • Formula creation 
  • Cell formatting using “mouse pointers” 
  • Absolute cell references 
  • Printing your worksheet 

Intermediate Excel - Register Online!
Thursday, March 22 from 1– 4 p.m. 

Learn more about Excel in the afternoon including: 

  • Worksheet templates creation and use 
  • Using functions 
  • Creating links between worksheets 
  • Database features 
  • Chart creation and formatting 

Instructor: Cindy Leonard, Bayer Center 
Fee: $65 ($55 if paid online) per session OR $100 for the whole day

SERIES: Work Smarter Not Harder - Technology Integration for any Size Organization
Social media, email, marketing, accounting – everything has a system. Does it feel like managing a circus? Don’t throw your hands up! This fast-paced, practical course will demystify systems and teach you how to pull the pieces together effectively and efficiently. Integrating your technology saves time, money, headaches, and expedites growth. You’ll leave with a solid understanding of how digital systems work together, an integration plan for your organization, and a toolbox of resources to help you learn more and implement your plan.

Intro to Integration:What it Means, How It Works and Why It Matters  -  Register Online!
Monday, April 9 from 1– 4 p.m.

Discover why integrating technology is essential to the growth of your organization and how to keep your sanity during the process. Learn commonly-used technical terms and techniques, and what it means to integrate technology. We will also explore why technology integration is a mindset and leadership issue, and how to foster collaboration.

Doing Your Homework: Creating a Technology Plan That Grows with Your Organization - Register Online!
Monday, April 16 from 1– 4 p.m.

Learn how to identify the technology needs of your organization now, while keeping an eye on the future. We will discuss how to evaluate systems like Mailchimp, Quickbooks, etc., to create ease-of-use and compatibility for your organization. Additionally, you’ll learn how systems can help you identify new opportunities.

Organizing and Using Your Data - Register Online!
Monday, April 23 from 1– 4 p.m.

Discuss different data metrics, what they mean, and how to decide which metrics matter for your organization. You’ll learn how to use data to tell your story and we’ll cover data visualization as well – what it means and how to do it.

Instructor: Connie Capiotis, Digital Bridges Pittsburgh
Fee: $65 ($55 if paid online) per session OR $150 for all three classes in the series

Writing for the Web and Social Media  -  Register Online!
Tuesday, April 17 from 9 a.m.– 4 p.m.

Writing content for your website or social media is very different from writing for other types of communications because of the way people read and use the Web. Learn how to improve your written website and social media content, increase your site’s usability as well as readability and improve the effectiveness of your online communication channels.

Instructor: Cindy Leonard, Bayer Center
Fee: $125 ($115 if paid online)

Advanced Excel  -  Register Online!
Thursday, April 19 from 9 a.m.– 4 p.m.

The deeper you go into Excel, the more directions you can pursue. In this full-day class, we’ll have plenty of time to go beyond the typical functions and into more magic, time-saving techniques you may not have used before. We’ll cover creating links between sheets, text manipulation, pivot tables, advanced formulas and customizing charts beyond the wizard. This session will combine context for techniques, guided practice and ample time for questions.

Instructor: Cindy Leonard, Bayer Center
Fee: $125 ($115 if paid online)

Assessment and Analysis of Technology Risk  -  Register Online!
Tuesday, May 1 from 1– 4 p.m.

What is Technology Risk management and where do you begin? This course is intended to give management a baseline to develop an infrastructure that is manageable to navigate the risk related to the technology structure within the organization.

Instructor: Stephanie Bucklew, SLB Consulting and Todd Whiteman, Enscoe Long Insurance Group
Fee: $65 ($55 if paid online)

DIY Websites with WordPress  -  Register Online!
Thursday, May 17 from 9 a.m.– 4 p.m.

Are you a website novice who needs to know how to design a basic website that is easy to update and has room for future expansion? WordPress is a website content management system that is great for building and managing websites, even for beginners. Nonprofit staff without previous web design experience and experienced web designers who want to learn WordPress are welcome.

Instructor: Cindy Leonard, Bayer Center
Fee: $125 ($115 if paid online)