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West Valley Impact Collective (Surprise) Sessions

Fundraising in a Post-COVID World: Trends, Challenges, and Opportunities

10/14/2024 8:30 AM - 10/14/2024 12:00 PM

Speakers
  • Amy O'Sullivan
    Amy O’Sullivan, CFRE is a native of Northern California, but she has called Phoenix home for the past 25 years. She holds a B.A. in Organizational Communication from Arizona State University and is a Certified Fundraising Executive. Amy has worked as a professional fundraiser since 2008 and currently serves as the Director of Development for FSL, the fifth largest healthcare nonprofit in the Valley. Previously, she held various fundraising leadership positions at notable institutions such as Xavier College Preparatory and Ryan House. Her commitment to the field of fundraising is underscored by her longstanding and active membership in the Greater Arizona Chapter of the Association of Fundraising Professionals, where she served as Chapter President in 2023. Residing in Phoenix with her husband Marcus and their two children, Colin (13) and Nick (9), Amy values family and community. When not dedicated to her professional pursuits, she enjoys hiking, traveling, and quality time with loved ones.
Summary
The fundraising landscape has undergone significant changes since the COVID-19 pandemic, presenting new opportunities and challenges. This presentation explores how the sector has evolved, highlighting the positive shifts towards a flexible work culture, increased creativity, a surge in digital marketing and fundraising, and the prioritization of relationship building. We'll discuss how committed supporters have rallied around causes they believe in, and how foundations are increasingly embracing trust-based philanthropy practices. However, the journey hasn't been without its hurdles. We'll examine the decline in event and board engagement, challenges in employee retention, reductions in federal government funding, and the impact of inflation on individual giving. Join us as we navigate this complex environment, uncovering strategies to adapt and thrive in a post-COVID world. Key Takeaways: 1. The resilience of nonprofit professionals and the lasting shifts they implemented 2. The increased importance of nurturing relationships with donors, volunteers, and team members 3. Strategies for effective fundraising in the current economic climate 4. Approaches to enhance employee retention by fostering a healthy work culture that emphasizes work-life balance, flexibility, and clear responsibilities

Creative Thinking for Nonprofits: Strategies for Innovation and Impact

10/14/2024 8:30 AM - 10/14/2024 12:00 PM

Speakers
  • Abby Wilkymacky
    Abby Wilkymacky (Will-Key-Mack-E), the founder of Mindflower Studio, is a facilitator and visual practitioner. Mindflower Studio is a creative consultancy that helps socially-driven organizations define and solve problems through thoughtfully designed and facilitated workshop experiences and visual summaries. Abby is known for her innovative facilitation, animated doodles, and human-centered techniques that drive creative participation in surprising, fun ways. Abby holds a BS in Industrial Design and Spanish from The Ohio State University (Go Buckeyes!). As an adjunct professor at Arizona State University, she taught undergraduate and graduate-level Industrial Design and Qualitative Research courses. Abby is an active member of IFVP (International Forum of Visual Practitioners), Mindcamp (an international creativity group and conference), and the Nonprofit Lifecycles Institute, to name a few. Abby is an Ohioan who moved to Phoenix for the sunshine and the promise of never having to scrape snow off her car. Outside of her work, you may find Abby romping around in the desert on a mountain bike, shredding the slopes on skis, eating fresh veggies out of her garden, throwing pottery on the wheel, or doing crosswords with her cat.
Summary
In this engaging and hands-on workshop, participants will explore essential techniques of creative problem-solving tailored for the nonprofit sector. From framing and clarifying problems to using divergent and convergent thinking, attendees will gain practical skills in generating and refining innovative ideas. By mastering these methods and incorporating visual thinking, nonprofit leaders, board members, and staff can effectively tackle multifaceted challenges, driving greater impact and sustainability. This session offers invaluable knowledge and tools to begin to collaboratively approach and solve problems with creativity. Participant Takeaway: By attending this session, participants will leave with a better understanding of how to apply creative thinking techniques to solve problems, drive innovation, and enhance the effectiveness of their nonprofit organizations. Learning Components: Framing and Clarifying the Problem: Understand the importance of accurate problem framing in nonprofit work. Divergent and Convergent Thinking: Learn to differentiate between divergent and convergent thinking and see why it matters in your day-to-day work and long-term strategy development. Using Visual Thinking to Develop and Implement Ideas: See the benefits of visual thinking to lead teams on a shared pathway.

What Story is YOUR IRS Form 990 Telling

10/14/2024 8:30 AM - 10/14/2024 12:00 PM

Speakers
  • Lisa Lumbard, CPA, CGFM
    Lisa B. Lumbard, CPA, CGFM, was in public accounting for over 35 years with 10 years serving small businesses and 25 of those years as the founder and leader of Lumbard & Associates, PLLC, an auditing firm that specialized in not-for-profit and governmental financial and compliance audits. In addition to being a licensed CPA, Lisa is also a Certified Government Financial Manager. Since selling her CPA Firm, she has been serving as a not-for-profit consultant, board governance trainer, project designer and resource referral provider through her current firm, Lumbard Consulting, LLC. She is uniquely qualified to serve not-for-profit organizations who find themselves in need of an interim CEO, retaining or replacing their CEO, CFO applicant screening, need help assessing their current position, internal controls, process and financial reporting clean-up, accounting services assessment, auditor selection, board self-evaluation guidance, establishment of a long-term leadership profile, leadership transition facilitation and customized special projects. Lisa holds a Certificate for Nonprofit Board Consulting from BoardSource and earned the Executive Leadership Certification from the ASU Lodestar Center for Philanthropy and Nonprofit Innovation. She began board service while attending ASU and still serves on multiple not-for-profit and governmental boards and committees including the Arizona State Board of Accountancy to which she was appointed by the Governor in 2019 and elected President July 2022, Arizona Society of CPAs not-for-profit conference committee chair, Valleywise Health Finance, Audit and Compliance Committee, Heard Museum and the Arizona Hispanic Chamber of Commerce Finance Committees. She also serves as vice-chair on the Alliance of Arizona Nonprofits Public Policy Committee and as an Alliance subject expert and curriculum advisor. Lisa is a frequent speaker at industry conferences and webinars. She is passionate about the importance, empowerment and success of not-for-profit organizations as they play their key role in our nation.
Summary
What Story is YOUR IRS Form 990 Telling? is an interactive workshop that will forever change the way you look at the IRS Form 990. Come learn about the marketing opportunities your organization may be missing and leave with tangible ways to better tell the story of the wonderful impact YOUR not-for-profit is making in the community! Key Takeaways: o Gain essential knowledge on IRS Form 990 filing and fiduciary oversight to ensure your organization maintains its exempt status. o Discover how to leverage the IRS Form 990 to proudly showcase your programs and achievements. o Understand the various audiences who utilize IRS Form 990 filings and how it impacts their view of your organization. o Learn how to prepare a compelling narrative for your Form 990 to effectively communicate your organization's story and amplify its impact. To make the most of this workshop, please bring your most recently filed IRS Form 990. This will help you apply the insights directly to your organization and ensure the workshop is personally meaningful. We look forward to helping you transform your IRS Form 990 into a powerful tool for demonstrating your organization’s mission and engaging your community!
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