BREAKOUT SESSION 3 (1:15-2:30 PM)
CONNECTION TRAINING
COTTONWOOD 4
Building Fundraising Relationships
Nick Lopez, CEO at the Latin American Educational Foundation
Join Nick Lopez, President and CEO of the Latin American Educational Foundation, for an insightful discussion on effective donor engagement strategies. In this breakout session, you'll learn practical approaches for cultivating lasting relationships with donors and funders that will help your nonprofit grow. Discover key insights on networking, stewardship, and developing partnerships that can fuel your nonprofit's success.
EXECUTIVE TRAINING
COTTONWOOD 5
Tone at the Top – How to Maximize Board Oversight and Involvement Caitlyn Grimme, Senior Audit Manager at CBIZ MHM, LLC Manda Dinkel, Managing Director and Shareholder at CBIZ MHM, LLC Participants will learn the importance of Board participation in organizational objectives and explore strategies to maximize this involvement. Strategies range from empowering the Board through involvement in the internal control process to assisting with this involvement using clear financial reporting packages. Other topics include the ideal frequency of board involvement, the importance of the role of board members on the financial reporting process, and t key elements of their focused review of financial reporting objectives.
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