Trainings & Learning Opportunities

Please let us know what you’re looking for and we’ll let you know if Siuslaw Vision or one of our partners has anything upcoming or available. If you’re interested in partnering with Siuslaw Vision to bring training to the community, we’d love to explore your idea.

Nonprofit Board of Directors Training with the Nonprofit Association of Oregon – September 20, 2024

This workshop is an opportunity for Siuslaw-area nonprofit staff, board, and volunteers to learn about valuable tools and resources, and connect with other community members. Join us for a two-part workshop to dive into how boards can come together and work productively to advance their mission both now and in future years.

Please register directly on the Nonprofit Association of Oregon website: https://nonprofitoregon.org/event/5311/

Siuslaw residents can email vision@siuslawvision.org for an additional discount code.

Agenda:

  • 10:00 – 10:30 AM: Check-in and Coffee/Tea
  • 10:30 – 12:00 PM: Session 1
  • 12:00 – 1:00 PM: Lunch and Networking
  • 1:00 – 2:30 PM: Session 2

Session 1: Effective Board Management

Meaningful board service involves more than just attending meetings; a truly engaged board is one whose understanding of their individual and collective roles matches their passion for and dedication to your mission. Attendees will learn:

  • Roles, responsibilities, and liabilities of the individual and the board as a collective
  • The typical structure of a nonprofit board, including officer positions and key policies
  • How to incorporate tools for effective collaboration between Board Chair and Executive Director (if you have one!)
  • Strategies for developing and using a board workplan, including the use of committees to accomplish board work
  • Techniques for running effective board and committee meetings

Session 2: Governance Plans: A Tool for Board Success and Transitions

This session focuses on exploring the benefits of a Board Governance Plan that clearly communicates the expectations, responsibilities, and protocols for all those involved in the governance function of a nonprofit. A Board Governance Plan is an opportunity for board members to define their culture, agree on how they will work together, set up how they will measure their success, establish a recruitment and orientation process, and calendar the work they need to do over the course of a year. A Board Governance Plan removes the guesswork on how the board functions and creates a plan for the board’s work that persists through board leadership changes.

Cost

$75 NAO members*
$125 Non-members
*Siuslaw residents can email vision@siuslawvision.org for an additional discount code.
 

This event is made possible with support from Siuslaw Vision and The Ford Family Foundation.

Past Training Events

Diversity, Equity, and Inclusion Workshop – February 2020

Learn more about the DEI workshop Siuslaw Vision brought to the region in 2020. Siuslaw News also covered the event.


Training for Your Nonprofit Board – January 2019

Flyer-Nonprofit Board Training

Siuslaw Vision partnered with Nonprofit Board Training and Resources to offer a workshop that explored the legal duties, rights, and responsibilities of board members under Oregon law. The workshop was designed to give key information to new and veteran nonprofit board members about their leadership roles and responsibilities and was followed by a networking lunch to help people get to know board members from other nonprofits in our region.

It also included training in:

  • Safeguarding charitable assets
  • Handling restricted funds
  • Understanding financial information
  • Oversight of nonprofits by the Attorney General
  • Protecting tax exempt status – IRS

Workshop Sessions and Presenters

The Attorney General’s Guidance on Board Service
Kirk Harvey, Chief Investigator (retired), Oregon Department of Justice Charitable Activities Section

This popular workshop explores the legal duties, rights and responsibilities of board members under Oregon law. It will also cover nonprofit oversight by the Oregon Department of Justice including handling restricted funds and safeguarding charitable assets.

Understanding Financial Information
Katherine DeYoung, CPA, Nonprofit Board Training and Resources

Understanding the financial health of an organization is a key duty of nonprofit board members. But do you understand what you are looking at when you receive financial statements? In this workshop you’ll learn what questions you should be asking; how to spot trends and red flags; and, how to get a better feel for where your organization is heading.

How to Lose Your Tax Exempt Status (Without Even Trying)
Joe Kroll, Internal Revenue Service Tax Exempt Division

Losing your organization’s tax exempt status would be devastating to your programs and your funding. Federal tax laws can be intimidating. In this informative session, you’ll learn five ways to avoid jeopardizing your 501(c)(3) status; what the nonprofit annual filing requirements are; whether or not you might have income that is taxable; and what records should be maintained.


90-day Action Planning – December 2017

Learn more about 90 day planning.

Skip to content