Hosted by Vaya Consulting Founder Nicole Sanchez

1) Diversity, Equity and Inclusion 201

Drawing from Nicole Sanchez’ “Diversity in the Workplace” course at UC Berkeley’s Haas School of Business, this session explores more in depth DEI essentials and processes for organizations. In Nicole’s Diversity, Equity and Inclusion 101 session last year, she covered basic concepts of DEI in the workplace (request recording here). Building on a foundation of shared ideas and definitions, we will discuss how to build momentum for our DEI efforts and sustain them over time. We’ll also discuss what to measure, how to adjust, and how to build accountability into your work. This session will cover:

• Building trust and healthy working relationships with people of all backgrounds
• Redesigning workplace processes and norms to center people at the margins
• Understanding how race and trust impact our working relationships

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2) An Equitable Return to the Workplace

As many of us prepare for a safe return to offices, we have to consider the cultural implications of bringing people back together after such a long and tumultuous time apart. The reality of our inequitable experiences, our participation (or lack thereof) in anti-racism work, and increasing demands on the social sector over the past year require us to be deliberate in how we bring people back together. While this moment can be rife with stumbling blocks, it also provides us the opportunity to refresh and strengthen organizational culture, and move the needle forward on equity and inclusion. Come learn how.

This session will cover:

• Navigating and supporting employee experience in a new context
• Facilitating effective conversations when coming back to the office
• Designing flexible and inclusive work and communication norms for hybrid offices (part in office, part work-from-home)
• Embracing equity and new inclusive workplace norms

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Hosted by BeInspired Founder and Principal JK Nelson

This session equips participants to plan how to get from point “A” to point “B” in navigating the next steps in their career, and how to effectively identify and work through short-term and long-term goal planning. You will be equipped with actionable knowledge and tools to work within your current role to create a pathway to meaningful career growth. This session will:

• Assist you in creating a career vision connected to your purpose
• Help you develop a strategy to achieve your vision
• Equip you with tips and tools to overcome challenges and take the next steps to the career you want

Hosted by Compass Point Project Director Steve Lew

What if you and your team had three more people building relationships, recruiting volunteers and engaging donors? Or ten more people asking and thanking people this summer? Distributing fundraising and relationship building roles across your organization requires shifts in work culture and structures that engage more people in meaningful ways. This training will introduce experiential activities that will help you imagine, and start organizing staff, board members, members and volunteers. The session is designed for people in fundraising roles who want to activate and nurture fundraising skills in others. Learn more about Fundraising Bright Spots research by downloading the report here.

In this session you will:

• Experience a ‘money beliefs’ activity and consider how to lead the activity in your organization
• Use a people mapping tool to identify “fundraising bright spots” in your existing program
• Have some time with a few peers to learn from each other

Hosted by Harvard Kennedy School Behavioral Scientist and Professor of Public Policy Todd Rogers

We will learn the science of writing so busy people will read and understand our messages. Everyone is busy. That’s why we skim our emails, texts, forms, and mail. We will learn the practical cognitive science of communication and the six principles it generates. In addition to increasing the effectiveness of our messages, these principles make our communications kinder by being more respectful of busy readers’ time. The session will involve activities, polls, and interactivity.

This session will:

• Illustrate that we don’t carefully read practical communications (emails, texts, forms, and mail). We skim. This has surprising implications for how we should write
• Provide an actionable checklist for participants and their teams to be more effective writers

Hosted by UFacilitate Founder and CEO Andres Marquez-Lara

Join us to learn and experience a variety of different tips and tricks to keep your audience engaged at your next Zoom meeting. Great meeting facilitation can drive inclusion and collaboration, harnessing the diversity and creativity of everyone in the Zoom.

This session will:

• Provide specific tips for how to increase engagement with Zoom and Mentimeter
• Give you more confidence in your ability to facilitate future online events
• Learn when not to use engagement tools (which is just as important to know)

Hosted by Leverage Point Development President Dr. Jennifer Madden

1) Strategic Planning Fundamentals

Strategic planning is a deliberate and disciplined approach for developing critical decisions and actions that outline a pathway from the current state of an organization to its desired future. Strategic planning can help organizations build capacity, increase organizational adaptability, improve decision-making, establish priorities, and enhance relationships with key stakeholders. Strategic planning can initiate a change in mission, structure, board, and management roles while improving performance, building teamwork and expertise and solving problems.

This session will:

• Break down the strategic planning process over five components: (1) get organized; (2) take stock; (3) develop a strategy; (4) draft and refine the strategic plan; (5) implement the strategic plan and monitor performance
• Give participants insight into strategic planning as a rational and social process that can enable an organization to do more with less
• Provide insight on how to design a strategic planning process for a nonprofit organization

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2) Strategic Planning Toolkit: Swot Analysis, Smart Objectives

In this session participants will learn how to effectively use two outstanding tools for the design, and management of strategic planning—SWOT analysis and SMART objectives. SWOT analysis begins with visioning, then transitions into generating ideas with a SWOT (strengths, weaknesses, opportunities, and threats) framework. Participants will learn how to use techniques to prioritize and generate ideas, sharpen their ability to formulate SMART (Specific, Measurable, Achievable (though ambitious), Relevant, and Time-bound) objectives and ensure implementation of the strategic plan.

This session will:

• Practice two critical strategic planning tools—SWOT analysis and SMART Objectives
• Develop your facilitation skills critical in strategic planning
• Demonstrate additional uses of these tools in other areas of the organization

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Hosted by Include Security Managing Consultants Joel St. John and Nick Fox

1) Attacking (and Securing) the Remote Worker

COVID19 has brought about a staggering increase in remote work across the globe. Employees have quickly pivoted to this new work environment, and as with most things, cyber security can be an afterthought. During this presentation, Include Security will shed light on how hackers can target the average user and how to keep yourself and your organization digitally safe while working remotely.

This session will:

• Highlight common risks to remote workers and how they can be exploited
• Give insight into an attacker’s mindset and methodology
• Outline solutions and best practice recommendations for securing remote workers.

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2) An Employee Has Been Compromised – Now What?

Distributed workplaces can be incredibly hard to manage. G-Suite, Slack, AWS, Trello, Salesforce and many more… the list of software solutions used by a single organization can be long. Each tool in your organization’s toolbelt can potentially be used as a means to steal sensitive company information and/or negatively impact the organization and its clients. Include Security will explore what to do in various situations where company assets or people have been compromised, and share small tweaks that have a big impact on mitigating risk in these situations.

This session will:

• Get the audience thinking about how to respond to a security incident
• Demonstrate common pathways an attacker can use to compromise an organization
• Present solutions to help fill the gaps in organizational security

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Hosted by Wolf and Associates Owner Josh Wolf

1) Four Financial Reports to Inform Forecasting and Confidently Make Decisions

It can be a struggle for Executive Directors and other senior leaders at new and growing nonprofits to know what financial reports they need, what they mean, and how to use them. Josh Wolf will cover the financial reporting and forecasting processes that new and growing nonprofits needed to sustain and grow operations and impact.

This session will:

• Demonstrate a monthly review process of four financial reports: Statement of Financial Position, Statement of Activities, Statement of Functional Expenses, and Statement of Cash Flows
• Review how this process translates to informed forecasting and decision making
• Participants will walk away with an understanding of four financial statements that will help them manage the finances of their organizations and inform financial forecasting and decision making.

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2) End of Year Financial Close Best Practices for New Nonprofit Leaders

It can feel like an overwhelming, time and money absorbing, herculean effort for new nonprofit leaders to close the books on the prior fiscal year and complete their annual audit and tax forms. In this session, Josh Wolf will discuss best practices for a quick, accurate, and efficient financial close process to save nonprofit leaders time, money, and hopefully, their sanity!

This session will:

• Define key components that nonprofit leaders should know to complete the annual close of the books, audit, and tax forms
• Provide guidance on selecting an auditor and tax preparer
• Establish guidelines for the current fiscal year to help make these processes easier and more effective for next year

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Hosted by Nonprofit HR Strategy & Advisory Senior Consultant Lisa Wright Ponce and Strategy & Advisory Consultant Lisa A. Smith

Many of us are envisioning a return to physical workplaces after prolonged absences necessitated by the global pandemic. We’ve adapted to working remotely while vying with our families and roommates for coveted wi-fi. Surely returning to familiar workspaces will be easier, or will it? In this session, we’re asking questions like: Who should be involved in return-to-work decision-making? What are the risks and benefits? Which return-to-work models are organizations considering? How can we create a safe and positive experience? Why is re-calibrating organizational culture key to re-acclimating to familiar surroundings, especially in unfamiliar and uncertain times?

This session will:

• Address compliance and safety requirements aligned with returning to physical workspaces
• Incorporate tactical and operational considerations related to hybrid return-to-work models
• Explore strategic opportunities to re-calibrate organizational culture, advance equity and embrace inclusiveness as staff may or may not return to “brick and mortar” work locations

Hosted by Nonprofit HR Total Rewards Lead Compensation Consultant Tina Twyman and Total Rewards Managing Director Lisa McKeown

From job descriptions to market analysis, in this session you’ll learn key components to creating a competitive compensation program within your organization. We’ll talk about why spending time defining roles is time well spent. What should be included in your job descriptions and how should job responsibilities be written. How do you ensure that you are paying staff equitably and competitively? We’ll discuss compensation definitions, compensation philosophy, salary surveys and market pricing of your positions.

This session will:

• Provide an understanding of basic components and steps to creating a compensation program
• Give concrete steps to creating clear job descriptions
• Include tools for you to know market pricing and how to set salaries for staff

Hosted by UFacilitate Founder and CEO Andres Marquez-Lara

Skillful facilitation is a leadership trait that needs to be nourished and strengthened. Every good event, whether online or in person, starts with a solid agenda. Come learn some tips and tricks in helping you organize the agenda for your events, as well as some general best practices for online facilitation.

This session will:

• Teach you how to design meetings that engage the hearts and minds of your team, build creative culture and get the most important work done effectively and efficiently
• Create the conditions that are needed to drive inclusion and collaboration
• Give you an opportunity to connect with other CZI  grantees and partners  

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Hosted by Building Movement Project Strategic Advisor Deepa Iyer

1) Building Strong Social Change Ecosystems

In the United States, we continue to grapple with watershed moments of crisis: the pandemic’s long-lasting effects on Black and Brown communities, systemic racism against Black communities, the rise in anti-Asian hate, and humanitarian concerns of immigrants and refugees. We can feel overwhelmed and confused about how to respond effectively and collaboratively. If you’re looking for approaches to guide your organization’s ability to respond to the rolling crises around us, then this two-part session will provide frameworks and strategies for interaction and application.

This session will:

• Introduce participants to the social change ecosystem framework
• Enable participants to identify their solidarity and social change values and organizational roles

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2) Solidarity Beyond Hashtags and Slogans

In this second session, Deepa will introduce participants to six transformative solidarity practices that can be implemented by groups of organizations, coalitions, and networks. This session builds on part one but can be attended individually.

This session will:

• Introduce six transformative solidarity leadership practices that can be implemented by groups of organizations, coalitions, and networks
• Demonstrate ways in which solidarity can be a strategy for leadership especially in times of crisis

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Hosted by AllThrive Education Facilitators Wendy Martinez-Marroquin, Jonathan Relucio and Danielle Ancin

1) Building a Healing Workplace Culture During a Year of Challenges

Navigating through a year of uncertainty, ongoing inequity, chronic stress and trauma has taken a toll on all of us. Join AllThrive Education as we take a collective pause to celebrate our resilience and reflect on the impacts, lessons, and opportunities brought by the global pandemic. In this interactive workshop you will have a chance to work with other changemakers and leaders on organizational workplace culture. How can we intentionally rebuild as we begin to recover from a year of exhaustion?

This session will:

• Explore the importance of collective care practices within your workplace
• Build understanding of how a trauma-informed approach can advance and deepen equity and inclusion initiatives at work
• Give you an opportunity to begin mapping, designing and evolving your organizational culture

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2) Trauma Informed Personal Practices for Sustained Resilience

This interactive workshop will demonstrate the benefits of trauma-informed practices and explore ways to integrate them in your life so you can build sustained resilience as an individual. During the last year, many of us experienced chronic uncertainty and at times felt overwhelmed. Without tools for managing emotions brought on by uncertainty, it can become destabilizing and impact our work and relationships. Weaving trauma-informed mindfulness into our life can strengthen our capacity to cope with uncertainty, enhance our mental health, wellbeing and cultivate personal and collective resilience. While the concepts in these sessions build on each other, it is not necessary that you attend the first to participate in the second.

This session will:

• Explore the different faces of resilience and ways to cultivate it 
• Build understanding of the Stress Response and the requirements for deactivation to support you in creating opportunities for self-care when you need it 
• Offer practical trauma-informed tools to cultivate personal and collective resilience

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Hosted by LightBox Collaborative Founding Partner Holly Minch, Senior Collaborator Janna Zinzi and Digital Strategist Shana DeClerq

1) Creating a Communications Cadence

One year in and the pandemic pivot has left many of us feeling like communications is a primary offering of our now-virtual organizations. But what, and how often, should we communicate when our audiences are overwhelmed by the digital deluge? If you’re looking to level up to more strategic, organized, high-quality communications and content, this is the session for you. LightBox Collaborative helps nonprofits, philanthropies, and other organizations jump-start creative thinking, build strategic clarity, and spark action to advance causes that matter.

This session will:

• Help you set the right rhythm for your organization’s communications
• Learn strategies for aligning internal stakeholders for your communications 
• Practice setting up a messaging schedule based on your organization’s needs

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2) Message Lab: Sharpen Your Organization’s Message

This training is for those who need to craft meaningful messages in response to emerging policies or shifting circumstances. We’ll share a tried-and-true tool that can help you quickly formulate concise, strategic messages in real time, as well as some resources you can lean on to help inform your communications and messaging. Lightbox will support you with real-time coaching within this workshop and provide feedback as you craft a message for your specific, timely needs. You’ll leave the session with the beginnings of a key message you can share with your team and put into practice immediately.

This session will:

• Introduce you to the best practices in messaging 
• Give you the chance to try a tool to help you formulate succinct messages
• Provide an opportunity to work on your message and get feedback in real time

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Hosted by The National Institutes of Health Director of the Office of Intramural Training and Education Sharon Milgram

From time to time we all experience stress as researchers. Some of it is work-related: adjusting to a new research group, negotiating authorship, discussing career goals with a mentor, preparing for a thesis committee meeting, completing faculty applications, or trying to balance work and personal life. Some stresses are the result of situations outside of work, but they can still affect work performance. This training by Sharon Milgram discusses the impact of stress on both physical and mental health and presents strategies to enhance wellbeing.

This session will cover:

• How does the current culture of science affect mental health for trainees?
• What is wellness and why is wellness important?
• The foundational skills to build resilience
• How to set boundaries to promote your wellbeing

*This 90-minute session is specifically targeted to biomedical graduate students and postdocs, and not open to the general public

Hosted by The National Institutes of Health Director of the Office of Intramural Training and Education Sharon Milgram

The Covid-19 crisis has shown the importance of wellness and resilience in the research community. Trainees are currently facing a variety of stressors, such as the negative impact of being physically separated from coworkers, loss of productivity, and increased uncertainty about their future research career. An informed, aware and caring mentor who knows the signs of distress can make a difference in the wellbeing of their trainees. This training by Sharon Milgram will provide PIs, group leaders and other scientific mentors with insights and strategies for supporting their trainees and their staff.

This session will cover:

• How to help trainees appreciate the link between resilience, stress management/wellness, and school/career/life success
• How to help trainees work through acute stressors with minimal disruption of their academic and research progress
• How to better prepare ourselves to deal with more serious mental health concerns that impact some members of our community

*This 90-minute session is specifically targeted to PIs and other scientific mentors and not open to the general public

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Hosted by The Atlantic Science Journalist Ed Yong and Liminal Creations Principal Liz Neeley

The COVID-19 pandemic has touched every part of our global society, putting science and scientists in the front seat as we navigate this crisis. Liz Neeley, principal at Liminal Creations, and Ed Yong, staff writer covering science and the coronavirus for The Atlantic, will explore how to communicate science during the challenges of the pandemic. This 45-minute conversation will be followed by a Q&A session.

This session will explore:

• The intersection of science and society
• The role of science journalism and science communication
• How to make sense of all the information and turn it into action

*This hour-long session is open to the whole scientific community

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Hosted by Leverage Point Development President Dr. Jennifer Madden

Is your organization diving into strategic planning for 2021? Planning can create clarity for stakeholders, improve decision-making, and allow for flexibility in times of uncertainty. This two-part series will provide critical tools on strategic planning and strategic management for organizations.

1) Tools for Strategic Planning

Strategic planning helps organizations build capacity, increase adaptability to environmental changes, improve decision making, set priorities, and develop relationships with key stakeholders

This presentation will cover:

• Fundamentals of strategic planning & project management
• The five parts of a strategic plan: get organized, take stock, develop a strategy, drafting and refinement, implementation & performance monitoring
• Introduction of strategic planning and management tools including a SWOT (strengths, weaknesses, opportunities, threats) analysis and more.

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2) Strategic Management and Logic Models

Strategic management is steering and tracking of an organization’s long-term purpose and includes developing a business plan, drafting a clear mission statement, and forming a strategic vision. Building on the first session, this training provides an in-depth exploration of the logic model as well as additional critical tools in strategic management.

This presentation will cover:

• Logic models: what they are, why they can be so critical in determining our long term goals and short term actions, how to create and use them effectively
• Performance measurement fundamentals
• Project management fundamentals

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Hosted by Cooperative Impact Lab Consultant Josh Wolf

Are you aiming to get your accounting in order for 2021 and your annual budgeting season? In this presentation, Josh Wolf will share best practices and principles to establish a chart of accounts and tracking dimensions that produce accurate and informative reporting for both internal and external stakeholders. Establishing a chart of accounts that enhances financial reporting to your internal leadership, board of directors, and external agencies (like the IRS and State Revenue Agencies).

This presentation will cover:

• Establishing a chart of accounts that enhances financial reporting to internal executive management and external agencies (IRS and State Revenue Agencies)
• Tracking expenses across different functions: from program to fundraising
• Tracking revenue and expenses

Hosted by GivingTuesday Chief Strategy Officer Jamie McDonald and Chief Data Officer Woodrow Rosenbaum

GivingTuesday is a global generosity movement unleashing the power of people and organizations to transform their communities and the world. GivingTuesday will be on December 1, 2020.

Even in the midst of an unprecedented year, there is opportunity to rally supporters and to accelerate your good work. We’ll share lessons from the global GivingTuesday community that illustrate how to tap into the desire to connect and give, so you can transform your mission into a movement. These emerging best practices, along with trends in giving and research on generous behavior in 2020 will help you craft a plan to engage supporters, inspire giving, and increase your organization’s resilience during turbulent times.

This session will explore:

• What is GivingTuesday and how to participate using GivingTuesday Resources
• How to scale innovation and action in supporter engagement and donations
• How to build support for your work
• New approaches to collaborations and partnerships to accelerate growth and impact
• Best practices for tracking and measuring your progress

Request Recording

Hosted by LightBox Collaborative Founding Partner Holly Minch and Media Strategist Janna Zinzi

LightBox Collaborative helps nonprofits, philanthropies, and other organizations jump-start creative thinking, build strategic clarity, and spark action to advance causes that matter. Whether you’re presenting in an online Zoom or from the front of a room, persuasive public speaking is a key part of every leader’s role. From formal presentations to extemporaneous remarks, we’ll help you hone your message, and connect with your audiences to speak with confidence. You’ll gain tips and tools you can apply immediately – and share with others you might need to train or support in your organization as well.

This session will:

• Help you prep your content (even if you only have a few minutes on the fly!)
• Make the most of  your platform, both URL and IRL
• Offer concrete tips and strategies to improve your public speaking

Hosted by The Management Center Vice President Adriana Barboza, Vice President Carmen McClaskey and Partner Jamilyn Bailey

1) Hiring Superstars

Managing the makeup of your team is one of the most important pieces of being a manager. Hiring well takes work, but it’s worth the effort. While so many hiring efforts pull us to move quickly (since we needed these folks to start yesterday), this session will offer frameworks to integrate intention and equity in your process to build the talented team you really need.

This presentation will cover:

• Ways to determine what qualities you’re really looking for
• How to effectively spot those qualities during the assessment process
• Concrete practices on how to identify and mitigate implicit bias along the way

This is a 2-hour training session, including a break part-way through.

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2) Setting Organizational Goals with an Equity and Inclusion Lens

As grantees strive to advance mission-critical work inside and outside of our organizations, goals can be powerful tools to drive focus, prioritization, alignment, and accountability. Done well, goal-setting can also help create guardrails to identify and prevent disparate impact and inequity in our outcomes.

This presentation will cover:

• Why goal setting is important
• Frameworks to set goals for your organizations work internally and externally
• How to apply the SMARTIE framework to goal setting to make goals actionable and equitable

We recommend participants come ready to practice with real-world scenarios.

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3) Investing in the Development of Your Team: Core Practices of Equitable People Development

Investing in the growth and development of our staff is critical to getting better results in the long run, and it’s also essential for cultivating and retaining a highly engaged team. Yet, too often inequities play out in who is getting the attention, investment, feedback, and support needed to grow in their roles. We know from research and lived experience that there are persistent patterns of disproportionate turnover and barriers to promotion for people of color in the nonprofit sector. By being proactive and bringing a racial equity lens to staff development, managers can help interrupt these inequities.

This presentation will cover:

•  How to cultivate belonging and invest in the growth and development of your team over time
• Frameworks for spotting and mitigating implicit bias in evaluation and feedback
• Ways to give effective feedback and address performance issues with an equity lens

This is a 2-hour training session, including a break partway through.

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4) Skills for Receiving Feedback as a Manager with a Focus on Diversity, Inclusion, Culture and Equity

Google “feedback is a gift” and you’ll find enough quotes to fill a high school yearbook. It is critically important that we create the environment for members of our team to give DICEY feedback (that’s feedback related to diversity, inclusion, culture, equity, and you). It’s often not an expectation or norm for staff to give feedback to their managers and giving feedback is trickier and riskier when there are power dynamics at play. On top of that, feedback on DICEY issues can be especially stressful for staff to share, which means you may not get that important feedback until it’s too late (if ever).

This presentation will cover:

• Frameworks on how to make it easier for your staff to share DICEY feedback so that you can build trust and psychological safety, and identify and resolve issues sooner
• How to respond when someone shares feedback related to diversity, inclusion, culture, equity, or your management
• How to pause, really understand what’s coming up, and engage to build trust, and strengthen relationships with our colleagues

This is a 2-hour session, including a break partway through. We recommend participants plan to participate for the full session and come ready to practice with real-world scenarios.

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Hosted by Alliance for a Just Society Executive Director LeeAnn Hall and Senior Strategist Libero Della Piana

Racial equity is not just a matter for an organization’s internal practices and procedures. Racial equity is a measure that should also guide our organizations’ programs, advocacy agendas, and organizational goals. But how do you move from understanding racial equity principles to transforming the kind of work we do in the world? What are tools and approaches organizations can use to shift their work towards racial justice? These two interactive workshops that build on each other will provide frameworks to think about racial equity measures for public policy and organizational practices. We will also explore a case study that demonstrates how to improve equitable outcomes.

1) How to Move from Having Racial Equity Goals to Putting Racial Justice Into Practice

This workshop will cover:

• Learn the difference between racial equity and racial justice, and how to advance both
• Define and explore power as an important concept for racial justice work
• Look at various approaches to developing racial equity goals for policy & program work

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2) Assessing Policy and Programs using Equity Tools

This workshop will cover:

• Examining a concrete case study of programmatic work that employed a racial equity approach
• Introducing tools for shaping your organizations’ external racial equity work
• Hands-on work with racial equity tools to shape your organization’s agenda

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Hosted by The Management Center Partner Jose Luis Marantes

We have heard from many grantees that bringing on new staff is difficult during this time of remote work. You’re likely facing tricky questions about how to set the stage for new staff during a pandemic, when most or all of the team is remote. While the concept of onboarding can sometimes be reduced to a set of policy manual orientations and welcome lunches (which are certainly important), we see the onboarding phase as a critical period of setting staff up for success.

This presentation will cover:

• Key tips for adapting onboarding to this moment of remote work and uncertainty
• Best practices for helping build alignment, clarity, and team relationships with new staff
• Systems for effectively staying engaged with new staff from the start

Hosted by ZOOM Customer Success Manager, Tyler Morrone

1) Managing Meetings in Zoom: Getting Started

Many organizations are learning how to use Zoom for the first time as work environments have shifted to be remote. Here we will learn how to manage Zoom Meetings. Zoom Basic is free to all non-profits and can be accessed here. In this session we will take our time to walk through the very first steps of running a Zoom meeting for your organization. This presentation is being offered in response to requests for a more introductory version of how to use Zoom.

This presentation will cover:

• Signing up for Zoom basic accounts
• Scheduling and joining a meeting
• Managing features such as chat, participants, hosts and co-hosts
• Other tips to navigate video conferencing

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2) Managing Large Meetings and Events in Zoom

Large events have shifted to a virtual format over the last few months. Learn about best practices for running a large virtual event in a Zoom Meeting and Zoom Webinar format. Please note that managing Webinars is only available on paid Zoom accounts (and not available on the free version of Zoom).

This presentation will cover:

• The difference between a Zoom Meeting and a Zoom Webinar
• How to set up a Webinar effectively and manage the experience for both panelists and participants
• How to keep your Meetings and Webinars interactive and engaging
• Enabling security features to prevent Zoom bombing and other issues

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Hosted by The Management Center Partner, Marissa Graciosa

Whether you’re the head of an organization, the leader of a team, or an individual contributor, our current context of COVID-19 requires you to reprioritize your work. To prioritize well amidst so much uncertainty and with so much at stake, leaders also need to plan for multiple possible realities. In this session, The Management Center will offer practical tools for leaders to support reprioritization and scenario planning in this changing environment.

The session will explore ways to:

• Normalizing renegotiation of priorities with staff and stakeholders
• Staying committed to impact and equity when reprioritizing
• Planning for multiple scenarios, including actions and decision-points for each path

Hosted by Vaya Consulting Founder, Nicole Sanchez

1) Introduction to Diversity, Equity and Inclusion in the Workplace

Drawing from Nicole Sanchez’ “Diversity in the Workplace” course at UC Berkeley’s Haas School of Business, this session provides a basic overview of best practices, simple steps, and systemic changes you can make at all levels to grow your practice of diversity, equity, and inclusion in the workplace.

This presentation will cover:

• How small adjustments around our assumptions, language choices, and communication norms can drastically improve inclusion for colleagues of all backgrounds
• How to create practices that foster inclusive organizational culture

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2) Diving Deeper into Diversity, Equity and Inclusion in the Workplace

Building on the first session, this training explores more in depth DEI essentials and processes for organizations.

This presentation will cover:

• Building trust & healthy working relationships with people of all backgrounds
• Redesigning workplace processes and norms to center people at the margins
• How employees’ identities and backgrounds affect their workplace experiences
• Minimizing bias in everyday interactions, including inclusive communication strategies

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3) Getting Executive Alignment and Board Buy-in for your Diversity, Equity and Inclusion Vision at your Organization

In this session, Nicole Sanchez gives an overview of DEI best-practices for senior leadership. Executive leaders will have the opportunity to ask Nicole their most pressing DEI questions.

This presentation will cover:

• Evaluating organizational mission, vision, and values through the lens of DEI
• How leadership bias can lead to structural inequities in an organization
• Tools, processes, and programs that promote inclusive staff development
• How race, gender, and power dynamics affect employees and organizational culture
• Enlisting your Board in DEI efforts
• Establishing inclusive internal communication channels & practices

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4) Long-term practices in building continuing and benchmarking diverse, equitable and inclusive organizational culture

This session dives deeper into helping leaders understand the bigger picture around DEI and building long term plans for continued growth. What does it look and feel like when you’ve made progress to achieving inclusion? How do you know when you’re succeeding? This session will continue to build on previous sessions in the series.

This presentation will cover:

• Teaching the theory and best practices of building an organizational culture that centers people at the margins
• Discussing useful metrics and benchmarks
• How to navigate roadblocks in your organization

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Hosted by Cooperative Impact Lab Consultant, Josh Wolf

Managing and operating a nonprofit organization is hard. Inefficiencies can be costly and lessen impact. In this presentation Josh Wolf will share best practices and principles for establishing a dependable, high functioning, cost efficient, and scalable baseline of operations for your new or growing nonprofit.

This presentation will cover:

• Efficient, cost effective, and compliant methods to process payroll
• Providing benefits that support employee health, employee retention and attract new talent
• Creating risk assessment and management processes to avoid pitfalls and to have more confidence when taking strategic risks

Hosted by Jocelyn P Wong Consulting Principal, Jocelyn Wong

In the nonprofit world, fundraising is essential to resourcing and advancing our organizational missions. For many organizations, the pandemic and uprisings have brought new urgency to the need to mobilize resources, leaving many leaders feeling a sense of scarcity. How do we access the authentic, powerful fundraisers within each of us? How do we avoid common fundraising pitfalls and embrace practices for success? How must we shift our approach to resourcing the work to meet this moment and beyond? This session will cover how to creatively and effectively engage both individual and institutional donors during these challenging times. This session is for anyone who does fundraising and is not limited to development staff.

This presentation will cover:

• An exploration of the unique experiences that position each of us to be powerful fundraisers
• Do’s and don’ts for fundraising success
• Practical tips for fundraising during times of crisis and uncertainty

Hosted by Alliance for a Just Society Senior Strategist, Libero Della Piana

Learn about key moments in the development of race and racism in the U.S. What is the origin of the system of racism we have today? How has racism changed and adapted over time? The early days of slavery in North America, conflicts in colonial Virginia, the Indian Removal Act and more will help identify signposts in our racial history. This interactive pair of workshops will look at key moments in the history of the continent in order to reveal important lessons about race, racism, and racial justice. This examination of history will help sharpen today’s racial justice practice.

This presentation will cover:

• The origins and development of the concept of race in the U.S
• Lessons about racism and racial justice through history
• How systemic racism changes in response to resistance
• Ways to begin considering how history and systems can impact how we work toward racial justice in our organizations

These sessions will build on each other

Part 1: Request Recording

Part 2: Request Recording

Hosted by FMA Lead Consultant, Gina McDonald

1) Assessing Financial Health and Resilience

Assessing financial health is a critical component of organizational decision-making. In this session you will learn how to understand your organization’s financial health while keeping financial resilience as a value at the forefront. How do you consider immediate needs and long-term sustainability in order to ensure that you are driving towards goals while remaining true to your mission? This webinar presented by FMA will help you assess where you are and provide tools to aid in decision-making.

This presentation will cover:

• Understanding your financial position and current resources available
• Grounding financial decision-making in values
• How to prioritize your financial goals
• A walk-through of key financial health indicators including liquid unrestricted net assets (LUNA) and cash on hand

Request Recording

2) Financial Scenario and Contingency Planning

While nonprofits cannot predict the future, they can anticipate how they would adjust to a variety of major and minor shifts in strategic plans and budgets. How can we get equipped to make difficult, complex decisions as financial or human capital crises arise in the months ahead? How can we build potential scenarios and back-up plans that give leaders, their staff, boards, and funders the confidence to press on and continue to deliver on programs? FMA will cover the basics of scenario planning that are especially needed during COVID-19.

This presentation will cover:

• Guiding principles for successful scenario planning processes
• Participatory processes organizations can use to weigh options, implications, and trade-offs
• Questions to consider when accounting for key revenue and expense drivers
• How to use available tools to undertake scenario planning

Request Recording

FMA is offering free clinics which are an opportunity for you to ask questions of an expert about how to manage your Paycheck Protection Program loan after it has been approved and disbursed and how to prepare and apply for loan forgiveness. To register, please visit the FMA website. Topics will include:

• Managing Your Paycheck Protection Program Loan & Forgiveness 202
• Navigating the Forgiveness Process and Application 302
• For more info and to register for clinics: please visit FMA.

Hosted by The Justice Collective, Principal Consultant and Head of Growth and Expansion, Danielle DeRuiter-Williams, and Senior Consultant, Josh Ente

This four part series, hosted by Danielle DeRuiter -Williams and Josh Ente, is a primer in understanding and beginning your personal and your organization’s journey in racial equity. While some are new to these concepts and others have studied them in-depth, it is important that we continue learning and updating our knowledge. Please feel free to invite your team members to attend this training and begin to develop a shared language around the core concepts of race, equity and identity. While the concepts in these sessions build on each other, it is not necessary that you attend them all. Please join when you can and you can always request recordings of previous sessions by emailing us here

These four sessions will include discussion elements with breakout groups: please come ready to engage in conversation with other organizations.

1) Key Historic Knowledge Foundations for Equitable, Inclusive and Anti- Racist Organizations

In this session The Justice Collective looks into the historic frameworks that institutions are built on and steps to addressing racism in organizations.

This presentation will cover:

• How to create a supportive space to have conversations about race and grow as individuals and as organizations
• Key historic U.S. events, policies and frameworks that have led to the current racially divided, unjust system
• Critical frameworks to understand the organizational role in proactively becoming a more equitable, inclusive and anti-racist organization
• Next steps for engaging your teams

Request Recording

2) Shared Language for Equitable, Inclusive and Anti-Racist Organizations

Building on the training sessions above, this presentation will cover:

• A brief grounding to create a supportive space for this conversation in this session and in your organization
• An introduction to key terminology around race, equity, identity, racial justice, bias and more
• Concrete next steps on how to consider with your team how equity issues show up in your organization’s mission and practice

Request Recording

3) Leveraging Your Leadership to Advance Equity, Inclusion and Anti-Racism in your Organization

Building on the training sessions above, this presentation will cover:

• A brief grounding to create a supportive space for this conversation in this session and in your organization
• An introduction to understanding individual identities, privilege and allyship
• What does it mean to be a leader for equity, key concepts of empathetic leadership, communication and decision-making
• Next steps for continued practice

Request Recording

4) Practical Applications for Creating more Equitable Inclusive and Anti-Racist Organizations

Building on the training sessions above, this presentation will cover:

• A brief grounding to create a supportive space for this conversation in this session and in your organization
• What it means to be an equitable, inclusive and anti-racist organization
• Concrete next steps organizations can take in their internal processes, decision-making, mission, and operations to move forward in this journey
• Long-term and ongoing practices to continue to improve as organization

Request Recording

Hosted by Building Movement Project Strategic Advisor, Deepa Iyer

Maintaining individual and organizational sustainability has become a critical question for people leading movements for justice and liberation. The pandemic and the uprisings have exposed the racial inequities and disparities that have long been present in the United States, and they have revealed the importance of social change organizations and movements. The work of tackling these issues is important and long-term. How can we sustain ourselves as individuals and organizations in response to this moment and also for the long run? How do we anchor ourselves within our social change ecosystem?

This presentation will cover:

• Practices for self sustainability during times of difficult and important conversations and systems change
• Practices for organizational sustainability during times of important change in the short and long term
• What are the ecosystems we operate in as organizations and how we can support each other in the hard work of social change

Hosted by Cooperative Impact Lab, Consultant, Josh Wolf

It can be a struggle for any Executive or Senior Leader for small and medium sized nonprofits to convey priorities and expectations for the finance and accounting of their organizations. In this session Josh Wolf will cover how organizations can establish the financial foundation to sustain your operations and grow your impact. Participants will engage in conversation and share their experiences.

This presentation will cover:

• Core principles and practices of accurate financial reporting
• How to apply the basics of informed financial forecasting
• Fundamentals of anti-fraud financial measures and accounting

Hosted by The Management Center Vice President, Carmen McClaskey, Partner, Marissa Graciosa, and  Partner, Jessica Anderson

Based on your specific requests we have added more management-focused sessions below from The Management Center.

How to Actually Re-Prioritise Your Work when the Environment Changes

It’s not news that whether you’re the head of an organization, the leader of a team, or an individual contributor, our current context of COVID-19 requires you to reprioritize your work. Like most things, the process of reprioritization is easier said than done. In this session, The Management Center will offer practical tools for senior leaders to support reprioritization in this changing environment.
The session will explore ways to:

• Practice and normalize renegotiation of priorities with staff and stakeholders
• Reassess what success looks like with a lens on prioritization
• Stay committed to impact and equity when reprioritizing
• Systematize engaging with staff on their priorities

Request Recording

Managing Up and Sideways In a Changing Environment

The Management Center teaches management best practices that help leaders at all levels work to get great results. In addition to supporting managers, each year, TMC trains thousands of non-managerial staff on practices for effectively executing impactful work on a team. In this session, participants will learn approaches to get what they need to be successful in their roles, particularly in the context of this uncertain, and rapidly changing environment.

The session will cover practical ways to:

• Get (re)aligned with managers and colleagues on what success looks like
• Leverage check-ins to get support and stay on the same page throughout the work
• Breakthrough roadblocks and get unstuck with managers and colleagues

Request Recording

Effective Delegation Tools and Goal – Setting for Coordinating Remote Teamwork

Delegation is the backbone of effective management. It’s how we ensure staff at all levels are making critical contributions to our programs and mission. In this moment of physical distancing, rapid change, and uncertainty, delegating well poses new challenges and important opportunities. In this session, The Management Center will highlight best practices shared in their Managing to Change the World book and crash course and will highlight strategies for adapting delegation in the time of COVID-19.

Participants will learn:

• Tools for agreeing on expectations and clarifying project roles
• Ways to integrate equity and inclusion into delegation practices
• How to strategically stay engaged and create accountability and learning along the way

Request Recording

Hosted by AllThrive Education facilitators, Wendy Martinez-Marroquin, Jonathan Relucio, and Danielle Ancin

AllThrive Education facilitators Wendy, Jonathan, and Danielle have decades of collective experience working at the intersection of social justice and trauma healing. They bring the wisdom of embodied mindfulness and restorative circle practices to support the sustainability, efficacy, equity, and wellbeing of those working for a more just and sustainable world. The purpose of this two-hour workshop is to support and nurture resilience in the time of COVID-19 and beyond. Topics include:

• Burnout prevention and trauma healing as essential aspects of sustained movement building
• Embodied mindfulness practices for anchoring our attention in the present and regulating the nervous system
• Connecting with and learning from community
• Identifying ways to strengthen resilience and generate possibilities in times of crisis and collective trauma

Please note this is a 2-hour interactive workshop.

Hosted by Becker Digital Strategies Founder, Beth Becker

Online Fundraising can be difficult in the best of times, but right now it’s even harder to raise the funds we need to do the work while balancing and respecting what our communities are going through. This session will help you to navigate this difficult dance by:

• Discussing the differences and similarities between offline and online fundraising in general
• Offering suggestions for how best to respect your community and the difficulties they may be going through
• Showing you how to make the best use of some of the social media fundraising tools at your disposal

Hosted by Asana Customer Success Manager, Samantha Sorkin

This interactive training is perfect for teams and individuals just getting started with Asana, a web-based project management tool. The training will cover the basics of task management including how to create projects and tasks in Asana and how to keep your team updated. This training was referenced during our remote management training with Nicole Sanchez as a helpful solution for managing teamwork.

Hosted by Training for Change Trainers, Shreya Shah and Matt Guynn

Training for Change has innovated with tools and techniques for experiential and engaging online facilitation. This webinar is a starting place to gain immediate tips and tools for online work and to learn about other resources available. We’ll explore and demonstrate tools and techniques you can use to facilitate virtual meetings that are engaging and inclusive, regardless of your team’s technology or budget. Attending this training will increase your team’s ability to make decisions that include all voices and build strong relationships over distance.

This webinar is a starting place to gain immediate tips and tools for online work.

• Tips for facilitating meetings and trainings online
• Tools for powerful online spaces
• Learn about more resources and trainings

This is an interactive workshop. Come prepared to participate fully.

Hosted by The Mobilisation Lab Trainers, Nicole Carty and Sara Renn

The Mobilisation Lab equips advocacy campaigners and their organizations to win in the networked age with transformative, participatory and creative approaches to social change.

In this interactive session, we will create a space to learn from each other and find out how organizations are innovating in response to this crisis. We will dive into:

• Challenges we are facing in engaging our communities and working on our issues
• Innovations and ideas we’re testing out as we shift our work during these times 

This session will be a 2-hour interactive workshop with breakout groups.

Hosted by Vaya Consulting Founder, Nicole Sanchez

Management Techniques For Distributed Teams: Getting Into The Weeds On Effective One-On- One Meetings And Team Dynamics In Remote Work Environments

Following Nicole Sanchez’s excellent Crash Course on Remote Management Training. We heard a high demand for a deeper dive on this topic. Here it is! Join us for a presentation and discussion of best practices in remote management and getting into the weeds on how to execute key management principles in a remote environment. We will cover:

• How to keep communication flowing reliably
• How to collaborate in new and sustainable ways
• How to conduct healthy one-on-one meetings with staff

Request Recording

Leading In Times Of Extraordinary Change

In this session Nicole Sanchez will address best practices in a variety of areas such as:

• How to be the type of leader your organization needs at this time
• Understanding the type of leader your community needs at this time
• How we can rise to the occasion and bring others with us in this time of extraordinary change

Request Recording

How to Navigate Feedback and Interpersonal Conflict In Remote Work Environments

In all work environments feedback is essential. Conflict can be harnessed for good. Bias can be mitigated. All three, when working in conjunction, can build inclusive organizational culture. Come and learn how we can establish good practices around this as many of us transfer to remote work environments during this time.

Request Recording

Hosted by Becker Digital Strategies Founder, Beth Becker

Beth Becker brings 20+ years of communication and marketing background in the digital space to nonprofits, social service and social justice organizations. In the age of COVID-19 many organizations have to rethink their engagement strategies to be digital first as they continue to pursue their goals in time of sanctuary and social distancing. One important piece of this strategy is learning and practicing how to maintain and deepen the relationships we have with our existing community using digital tools. This webinar will cover:

• Strategies for encouraging your existing community to join your online community
• An overview of platforms available to assist you in this transition
• Best practices for creating and managing Facebook Groups

Hosted by LightBox Collaborative Founding Partner, Holly Minch and Writer and Media Strategist, Janna Zinzi

LightBox collaborative helps nonprofits, philanthropies, and other organizations jump-start creative thinking, build strategic clarity, and spark action to advance causes that matter. The coronavirus pandemic and resulting economic fallout call on organizations and movements to pivot quickly. While the old rules fall away, new norms and narratives are emerging. It is important that organizations have the tools to adjust their messages and connect with new and existing audiences in relation to what is most pressing at this time. In this session, we’ll offer:

• Communication tools to pivot your message in this moment
• Opportunities to ensure that your organization’s messaging is keeping up with the times
• Ideas to open strategic pathways toward a shared future that benefits the community at large

Hosted by Do Big Things CEO, Cheryl Contee, Dir. of Data & Research , Sam Marx, Sr., Research Analyst, Abigail Ahoude. 

This webinar, hosted by Do Big Things, will introduce key digital relational organizing strategies to organizations and address how these strategies and related tactics will allow them to reach a wider, more dedicated audience of new and existing supporters during this national state of emergency. Topics will include:

• How to pivot key messaging in light of COVID-19
• Adjust to traditional broadcast organizing strategies
• Make the most out of tools already on hand
• Build capacity
• Optimize your messaging over time through testing and measurement

Hosted by Maven Wave, G Suite Change Manager, Agnes Horvath

Maven Wave helps leading companies make the shift to digital with solutions that are agile, rooted in analytics, and built in the cloud. At this time of COVID-19 many organizations are looking to bolster their access to tools for online collaboration. Maven Wave is the Google Cloud Services Partner of the Year for North America – for the third year in a row. This session will cover how to use a variety of free Google products:

• What is G Suite?
• How to use G Mail, Calendar, Docs, Sheets, Slides.
• Google Hangouts
• Collaboration with and without the internet
• Google Drive and how best to organize it
• and more!

Hosted by ZOOM’s Tyler Morrone and CZI IT Department

Many organizations are learning how to use Zoom for the first time as COVID-19 has changed work environments and membership interactions. Zoom Basic is free to all non-profits and can be accessed here. This training will cover the basics: Meeting Scheduling, Joining, Adding Hosts, Chat, roles and features for participants and hosts, and other tips to navigate video conferencing.  There will also be time for questions. 

Hosted by Fiscal Management Associates Founder & CEO, Hilda Polanco

In these unprecedented times, nonprofit organizations are being challenged in a variety of ways, including shifting staffing structures, sudden changes in service delivery or capacity, and a potential loss of revenue. These changes put the financial health and resilience of nonprofits at risk as they navigate the current reality while staying mission-focused. Hosted by Fiscal Management Associates, this webinar will address some of the key areas organizations should focus on and provide tools they can use in the short term including:

• Grounding financial decision-making in data and your values
• Understanding your current financial position and what current resources are available
• Levers to increase resources available for immediate response
• Tools for cash flow and scenario planning to plan for the short term

Hosted by Susan S. Meier, Principal, Meier and Associates

The pandemic has changed the world seemingly overnight, and as community leaders we must respond quickly in the short term while also anticipating the ‘new normal’ that will follow. What is the optimal role of the nonprofit board as we navigate our way through this challenging time? What are the most important questions we should be asking? How does a board add the greatest value in a time of crisis? Both executives and board leaders are invited to join us for this webinar hosted by Meier and Associates to explore how we can best engage with one another during this difficult time.

Hosted by Vaya Consulting Founder, Nicole Sanchez

Given the scale and spread of Coronavirus, many managers are now faced with the task of remotely leading their teams for the first time. This session, led by Nicole Sanchez, founder of Vaya Consulting, will break down best practices for remote management during this challenging period. She will cover topics including:

• Team communication & connection
• Conducting meetings & 1:1s
• Flexibility, deliverables, and team morale
• Mental health and self-care
• and more.

We will also answer your pressing questions about managing teams during the spread of Coronavirus and its impact on your team and workplace.

Hosted by Slack Customer Success Manager, Robin Tran

Whether you work remotely 100% of the time or find yourself navigating this situation for the very first time, working at a physical distance can pose a unique set of challenges. Slack is here to help, and there is an accessible free version. We’ll first walk through some basics to get you oriented within Slack, and then introduce best practices tailored to remote work situations. We’ll highlight specific tactics within Slack that you can put into practice right away, or bring back to your team.

Things you’ll learn:

• How to use Slack’s channel-based messaging platform to work effectively wherever you are
• Tried-and-true best practices to keep your team engaged
• How non-profits organizations use Slack to make an impact

Try Slack for free today! Click here to get started.