Board Academy

 

Sitting as a Director is very rewarding and a great way to volunteer and expand your network.  It is also a prestigious way to develop your leadership skills and give back to your community.

The Board Academy is a series of trainings carefully designed to help you successfully obtain a Director position and to thrive in that role.  This educational and interactive program contains 8 sessions which will focus on roles and responsibilities, strategic planning, impact evaluation, engagement, fiduciary responsibilities, fundraising and public policy.

This valuable opportunity is open to the public.  Enrollment for the Board Academy will be open from November 15, 2017 to January, 18, 2018.  Enrollment fees are $195.00 for an eight-session package and $35 for a single session. If you are a Junior League of San Diego member, the enrollment fee is covered by your membership dues; to register, please visit the Training Events link under Calendar on your member home page.

Trainings will be held at 2-1-1 San Diego in Kearny Mesa. Dinner will be provided at 6:00 PM followed by the session from 6:30 – 8:00 PM. The dates for each training are listed below.


Session 1 – January 22, 2018

Board Roles and Responsibilities – Join Cindi Phallen of Create Possibility (https://possibility-cp.com/about/) to review information on 10 key duties of a Board including basic fiscal and legal responsibilities, principles of good governance, and best practices for creating an effective culture.

Cindi Phallen gets you focused on the right things and helps you move from intention to execution. She’s an author, speaker, consultant, educator and President of Create Possibility which provides services in the areas of:

  • Board Development
  • Strategic Planning
  • Fundraising Strategy

As a successful executive director for 18 years with Y’s around the U.S., Cindi has seen it all! She’s missed fundraising goals, had internal leadership struggles with staff, dealt with board members not showing up and much more. Then she discovered that by simply shifting the way we think, we can advance the mission without the chaos!

Cindi has successfully managed high-performing boards of up to 45 members, raised over $12 million, and thrives at collaborative planning to reach goals faster. She now provides strategy consulting, speaking services, and retreat facilitation for nonprofit enterprises of all sizes and with any mission. Cindi asks the tough questions and is an expert at navigating change so her clients achieve better outcomes through stronger boards, increased funding, and more community engagement. She is invited to speak regularly across the U.S. and elevate leaders’ thinking so they can activate their bold visions.

Her book “The Impact Triangle” has received international attention, and is based on her proprietary success formula referred to as the secret sauce to build a thriving social enterprise. Cindi also writes a bi-weekly blog focused on key issues nonprofit leaders face and she regularly guest blogs for other publications.

Cindi is a fundraising instructor in the University of San Diego’s Nonprofit Management Certificate program. She serves as a Viewpoint Partner for Social Venture Partners and is on the Advisory Board of NonprofitPRO.

When she isn’t snowboarding or jogging on the beach, you can bet Cindi is following one of her favorite Philadelphia sports teams!

Session 2 – February 5, 2018

Strategic Planning – Join Pat Libby of Pat Libby Consulting (http://www.patlibby.com/) for an interactive training on why planning matters, how it relates to the nonprofit business, process best practices, how to measure success, and more.

Pat Libby is a management consultant to nonprofits and philanthropies who views the work of nonprofit organizations through the kaleidoscope of her experiences as a long-time CEO, board member, academic and consultant to innumerable organizations. She has spent 22 years in this role, working with organizations to recruit executives, think and plan strategically, and find practical solutions to complex problems. Pat has also served the University of San Diego as the founding director of The Nonprofit Institute for 14 years, creating nonprofit-focused graduate programs, a research center and community education programs serving hundreds of people and organizations each year. The Institute is frequently cited as one of the nation’s premier academic centers dedicated to advancing the work of philanthropic organizations.

In 2017, Pat received the inaugural “Libby Award for Excellence in Nonprofit Leadership.” This award will be presented annually by the University of San Diego’s Nonprofit Institute. The award is for exceptional work in promoting the values of tzedakah  and tikkun olam, Hebrew phrases that respectively mean “righteousness” and “repairing the world.”

Pat’s extensive executive management experience also includes eight-years as President/CEO of the Massachusetts Association of Community Development Corporations. While there she transformed a financially bankrupt organization into a nationally-recognized model for statewide CDC associations, leveraging nearly $200 million for Massachusetts community development efforts in the process.

Pat is the author of two books: The Lobbying Strategy Handbook, (SAGE Publications, 2012), an engaging “how-to” guide for nonprofit practitioners who are seeking a simple blueprint for learning how to take part in the legislative process, and, with Laura Deitrick, Cases in Nonprofit Management
(SAGE 2017).

A Boston native, Pat holds a graduate degree in Urban Planning from MIT and a bachelor’s degree in Spanish and Sociology from Tufts University.

Connect with Pat on LinkedIn and follow her on Twitter.

Session 3 – February 26, 2018

Community Impact and Evaluation – Join Denise Johnson of Lacuna Partners (https://www.lacunapartners.org/more-about-lp) to learn how to evaluate the impact that your nonprofit is making, whether your nonprofit is moving toward success, and how to continuously improve performance.

Denise Johnson has spent more than two decades assisting non-profit and public agencies with maximizing their impact on the communities they serve in Indiana, Iowa, Illinois and California.

As a Program Director, Quality Improvement Professional, Trainer, and Project Manager at Lacuna Partners, she has extensive knowledge in fund development, contract administration, program evaluation, continuous quality improvement and using data to inform practice.  She is committed to strengths-based, client-centric services and social justice.

Denise earned a bachelor’s degree in Psychology from Ashford University.  She has a Family and Community Development Specialist certification from the University of Iowa, and holds a Six-Sigma Green Belt certification from the Management Strategy Institute.

Session 4 – March 12, 2018

Five Tips to Engage Anyone at Any Time – Join Deirdre Maloney of Momentum LLC (http://makemomentum.com) for Five Tips to Engage Anyone at Any Time: Getting to know people on a deeper level means everything when it comes to greater business success and overall happiness. That’s because forming true connections with others helps them get to know you, trust you, and – just as importantly – like you. The problem is that engaging people is not as easy as it sounds. The good news is that there are some simple, specific keys to engaging others comfortably and authentically.

Deirdre Maloney helps organizations exceed their goals, and helps their leaders sleep better at night. She does it through her work as a published author, national speaker, and proud president of Momentum LLC.

Through customized trainings, facilitated group discussions, and marketing services, Deirdre helps non-profits, associations and companies get motivated and get moving. Deirdre gained much of her experience while serving as the executive director of a multi-million dollar organization in Denver, as well as by sitting on numerous boards/committees. As a result, she brings a unique, empathetic understanding of the challenges facing any workplace, and knows what it takes to find true success.

Deirdre has used her brand of “mild audacity” to speak on leadership, communication and general happiness around the country, presenting keynotes and workshops for organizations like the Boeing, National Association of Women Business Owners, and Vistage International.

Deirdre’s latest book Bogus Balance: Your Journey to Real Work/Life Bliss was released in 2015. Her two other books, the award-winning The Mission Myth and her powerful mini-book, Tough Truths, are all about making leaders stronger and more fulfilled. Her popular blog on all things leadership is a hit with anyone who likes a direct, authentic style with their morning coffee, and is featured regularly in the Huffington Post.

In addition to her work through Momentum, Deirdre’s experience includes teaching marketing for the University of San Diego, and serving as a broadcast news producer at a variety of affiliate stations. Deirdre is a member of the San Diego Rotary and, in her spare time, teaches boot camp for Gut Check Fitness.

Session 5 – March 26, 2018

Financial Policies and Fiduciary Duties of Non-Profits – Join Carol Stachwick CPA (http://carolcpa.com/) for a training on the fiduciary roles of boards, a high level review of non-profit financials, financials for strategic planning, and more.

Carol Stachwick CPA has over twenty years of experience providing non-profit audit and tax services as an Audit Manager and Audit Partner with three local CPA firms. In this role, she has performed audits and reviews for over 150 different non-profits and prepared tax returns and annual filings to the IRS, FTB, Attorney General, and Secretary of State: Forms 990/990EZ and all schedules, 199, CT1, RRF1,1023/1024.

Carol has previously served as an adjunct professor for University of San Diego’s MA in Nonprofit Leadership Studies where she wrote and teaches the Nonprofit Finance course for nonprofit masters degree students, including those without a finance/accounting background. In addition, she is an Instructor and Consultant for Nonprofit Management Solutions, where she teaches various workshops in nonprofit accounting, budgeting, tax, financial reporting, Treasurer’s duties, and audit preparation. Carol is also an author/contributor to the 2005 and 2010 versions of the AICPA Audit Committee Toolkit for Not-for-profit Organizations.

Session 6 – April 16, 2018

Fight the Fundraising Fear: Getting Through the Ask to Get the Money in the Door – Join Deirdre Maloney of Momentum LLC (http://makemomentum.com) for Fight the Fundraising Fear: We all know that getting donations is critically important for the success of the organizations we care about – like Junior League! The problem is that actually getting to the ask can be awkward for some; for others, it can be downright scary. The good news is that we all can get better – and feel better – about it! This session will provide concrete ideas and practical tips to help you get those donations in the door.

Deirdre Maloney helps organizations exceed their goals, and helps their leaders sleep better at night. She does it through her work as a published author, national speaker, and proud president of Momentum LLC.

Through customized trainings, facilitated group discussions, and marketing services, Deirdre helps non-profits, associations and companies get motivated and get moving. Deirdre gained much of her experience while serving as the executive director of a multi-million dollar organization in Denver, as well as by sitting on numerous boards/committees. As a result, she brings a unique, empathetic understanding of the challenges facing any workplace, and knows what it takes to find true success.

Deirdre has used her brand of “mild audacity” to speak on leadership, communication and general happiness around the country, presenting keynotes and workshops for organizations like the Boeing, National Association of Women Business Owners, and Vistage International.

Deirdre’s latest book Bogus Balance: Your Journey to Real Work/Life Bliss was released in 2015. Her two other books, the award-winning The Mission Myth and her powerful mini-book, Tough Truths, are all about making leaders stronger and more fulfilled. Her popular blog on all things leadership is a hit with anyone who likes a direct, authentic style with their morning coffee, and is featured regularly in the Huffington Post.

In addition to her work through Momentum, Deirdre’s experience includes teaching marketing for the University of San Diego, and serving as a broadcast news producer at a variety of affiliate stations. Deirdre is a member of the San Diego Rotary and, in her spare time, teaches boot camp for Gut Check Fitness.

Session 7 – April 30, 2018

Public Policy – Join Pat Libby of Pat Libby Consulting (http://www.patlibby.com/) to learning the role of non-profits in influencing public policy, inform you of what’s within the scope of a non-profit’s ability, understand decisions in relation to public policy, and more.

Pat Libby is a management consultant to nonprofits and philanthropies who views the work of nonprofit organizations through the kaleidoscope of her experiences as a long-time CEO, board member, academic and consultant to innumerable organizations. She has spent 22 years in this role, working with organizations to recruit executives, think and plan strategically, and find practical solutions to complex problems. Pat has also served the University of San Diego as the founding director of The Nonprofit Institute for 14 years, creating nonprofit-focused graduate programs, a research center and community education programs serving hundreds of people and organizations each year. The Institute is frequently cited as one of the nation’s premier academic centers dedicated to advancing the work of philanthropic organizations.

In 2017, Pat received the inaugural “Libby Award for Excellence in Nonprofit Leadership.” This award will be presented annually by the University of San Diego’s Nonprofit Institute. The award is for exceptional work in promoting the values of tzedakah  and tikkun olam, Hebrew phrases that respectively mean “righteousness” and “repairing the world.”

Pat’s extensive executive management experience also includes eight-years as President/CEO of the Massachusetts Association of Community Development Corporations. While there she transformed a financially bankrupt organization into a nationally-recognized model for statewide CDC associations, leveraging nearly $200 million for Massachusetts community development efforts in the process.

Pat is the author of two books: The Lobbying Strategy Handbook, (SAGE Publications, 2012), an engaging “how-to” guide for nonprofit practitioners who are seeking a simple blueprint for learning how to take part in the legislative process, and, with Laura Deitrick, Cases in Nonprofit Management
(SAGE 2017).

A Boston native, Pat holds a graduate degree in Urban Planning from MIT and a bachelor’s degree in Spanish and Sociology from Tufts University.

Connect with Pat on LinkedIn and follow her on Twitter.

Session 8 – May 14, 2018

Board Panel Session – Board Panel Session will include presenters and Board members selected to answer your questions and build your skills in fulfilling board roles.


Reserve your spot now!

**If you are a Junior League of San Diego member, the enrollment fee is covered by your membership dues; to register, please visit the Training Events link under Calendar on your member home page**