Our Nonprofit Services Group is committed to providing the nonprofit sector with quality services and essential information to ensure their success. Along with our co-sponsors, we provide free ongoing seminars on a variety of topics, ranging from Accounting and Tax Updates and Prudent Investing to Capital Campaigns and Recruiting. Our professional speakers have been selected based on their expertise in a particular field and the wealth of knowledge and information they posses. Please join us for our Fall Roundtable Series as we cover a wide range of important topics. 

Registration:
Registration is separate for each event. Please email or call the number indicated for each  session. These sessions are offered at NO CHARGE TO PARTICIPANTS. Seating is limited,  so registration is necessary.
 

 

Fall 2010 Schedule
 

October                                                                                         Back to Top       
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Tax-Exempt Bond Compliance
A look at what the IRS wants to know about your tax-exempt bonds.
John Panetta, Shareholder, Burr Pilger Mayer
Wednesday, October 6, 9:00 to 10:30 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa and Walnut Creek
Register here or 415/288-6296

Compensation Strategies for Nonprofit Organizations
Brooke Green, Principal, Presidio Pay Advisors, Inc.
Thursday, October 7, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa and Walnut Creek
Register here or 415/288-6296
 

A Practical Approach to Preparing Fair Value Disclosures on Your Financial Statements
Gain an understanding of what fair value standards require to be disclosed on nonprofit financial statements.
Daniel Figueredo, Manager, Burr Pilger Mayer
Tuesday, October 12, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa, and Walnut Creek
Register here or 415/288-6296

Finding Unusual Philanthropic and Earned Income Sources
Affording to do what you can’t afford not to do: bonds, guarantees, program-related
investments, forgivable loans/grants, tax-structured transactions, licensing, revenue sharing, for-profit/social enterprise operations, tapping unusual forms of foundation support, etc.
Robert M. Fisher, President, Non-Profit Leadership and Foundations at Rusher
Loscavio and CEO (Retired) The San Francisco Foundation
Wednesday, October 13, 9:00 to 11:00 a.m.
Mills Building, San Francisco
Register: jrusher@rll.com or 650/494-0883 Jackie Rusher

What is all that Boilerplate? Basics of Services Contracts: The Who, What, Where, When, and How Much
This roundtable will cover common issues in independent contractor relationships and how they should be drafted.
Cynthia R. Rowland, Partner, Coblentz, Patch, Duffy & Bass LLP
Wednesday, October 13, 3:30 to 5:30p.m.
Coblentz, Patch, Duffy, & Bass LLP, San Francisco
Register: nonprofit@coblentzlaw.com or 415/677-5208
 

Major Gifts 101
Major Gift fundraising is the most effective way to significantly increase contributed income. Learn or revisit the best-business practices of proper major gift fundraising.
Work the process that allows you to fully involve your Board members to raise more money.
Rob Kusel and Sharon Svensson, Essex & Drake Fund Raising Counsel
Friday, October 15, 9:00 to11:00 a.m.
World Affairs Council, San Francisco
Register: www.essexdrake.com

Benchmarking - Measuring Impact
Neil Erickson, Shareholder, Burr Pilger Mayer
Tuesday, October 19, 9:00 to 10:30 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa and Walnut Creek
 Register here or 415/288-6296

403b Common Compliance Failures
Understand the routine errors found with 403(b) compliance and discuss practical solutions.
Mike Rogers, Director, Burr Pilger Mayer and
Catherine Peery, President, Perry & Associates, Inc.
Tuesday, October 19, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa and Walnut Creek
 Register here or 415/288-6296

Barriers to Board Building: Strategies for Board Development
Robert M. Fisher, President, Non-Profit Leadership and Foundations at Rusher
Loscavio and CEO (Retired) The San Francisco Foundation
Wednesday, October 20, 9:00 to 11:00 a.m.
Mills Building, San Francisco
Register: jrusher@rll.com or 650/494-0883 Jackie Rusher

Nonprofit Financial Statements - The Basics
Brenda Kahler, Supervisor, Burr Pilger Mayer
Tuesday, October 26, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa and Walnut Creek
Register here or 415/288-6296

Resolving Critical Issues Through Targeted Board Recruitment
Thriving, not just surviving!
J. Michael Loscavio, President, Rusher Loscavio
Wednesday, October 27, 9:00 to 11:00 a.m.
Mills Building, San Francisco
Register: jrusher@rll.com or 650/494-0883 Jackie Rusher
 

Financing Nonprofit Capital Improvements Amid Financial Market Turmoil
Financing options for nonprofits in 2011 have changed tremendously. This session will cover the updates and present the various financing tools to bridge short term and longer term funding shortfalls to complete capital improvement projects.
Jeffrey B. Maso, Partner, Coblentz, Patch, Duffy & Bass LLP and
Nikolai J. Sklaroff, Managing Director, Loop Capital
Thursday, October 28, 3:30 to 5:30 p.m.
Coblentz, Patch, Duffy & Bass LLP, San Francisco
Register: nonprofit@coblentzlaw.com or 415/677-5208

Ready for a Much Needed Capital Campaign?
The time is right to start preparing for and launching a capital campaign. Feasibility studies, campaign leadership, campaign structure and timelines all are critical components of a successful campaign.
Rob Kusel and Chuck Cole, Essex & Drake Fund Raising Counsel
Friday, October 29, 9:00 to 11:00 a.m.
World Affairs Council, San Francisco
Register: www.essexdrake.com

November                                                                                             Back to Top       
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Role of the Finance Committee in Tough Economic Times
Geralyne Mahoney, Shareholder, Burr Pilger Mayer
Tuesday, November 2, 9:00 to 10:30 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa and Walnut Creek
Register here or 415/288-6296
 

Nonprofit Strategic Culture - Leading You to Outcomes
Embedding systemic strategic culture supports high impact as well as high performance organizations. Learn why it is important and how to get there.
Cullen Coates, Cullen Coates & Associates
Wednesday, November 3, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa and Walnut Creek
Register here or 415/288-6296

The Making of a Great Fundraising Event
Need to develop a signature event or revitalize a current event? Hear about the essential stages of an outstanding event, including event strategic planning and goal setting, preparation and implementation, and evaluation and debriefing.
Paula Vlaming, Essex & Drake Fund Raising Counsel
Thursday, November 4, 9:00 to 11:00 a.m.
World Affairs Council, San Francisco
Register: www.essexdrake.com

 

Information Technology - A Helping Hand
A discussion on outsourcing your information technology services and support.
Anthony Peters, Manager, Burr Pilger Mayer
Tuesday, November 9, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa and Walnut Creek
Register here or 415/288-6296
 

Nonprofit Leadership: Executive and Board -- Pulling Together Instead of Tug-of-War
Defining roles, creating and maintaining a healthy distribution of authority and responsibility, and managing boundaries.
Robert M. Fisher, President, Non-Profit Leadership and Foundations at Rusher
Loscavio and CEO (Retired) The San Francisco Foundation
Wednesday, November 10, 9:00 to 11:00 a.m.
Mills Building, San Francisco
Register: jrusher@rll.com or 650/494-0883 Jackie Rusher
 

Investment Policy Statements - Donors Want to Know
A well drafted Investment Policy Statement defines how your organization invests and, more importantly, is an integral part of fundraising, indicating to donors and prospective donors how you manage your entire operation. We will discuss integrating the Investment Policy Statement with your mission statement and spending plan.
Brian Frazier, Shareholder, Vista Wealth Management
Thursday, November 11, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose, Santa Rosa and Walnut Creek
Register here or 415/288-6296
 

Skeptical Strategic Planning: How I Learned to Distrust All but One Approach
Robert M. Fisher, President, Non-Profit Leadership and Foundations at Rusher
Loscavio and CEO (Retired) The San Francisco Foundation
Wednesday, November 17, 9:00 to 11:00 a.m.
Mills Building, San Francisco
Register: jrusher@rll.com or 650/494-0883 Jackie Rusher

 

Recruiting and Involving Good Board Members
What skills do you need for a balanced Board? How do you find them? Once they’ve joined, how do you assure that they are involved and productive, especially in the area of fundraising?
Sharon Svensson and Chuck Cole, Essex & Drake Fund Raising Counsel
Thursday, November 18, 9:00 to 11:00 a.m.
World Affairs Council, San Francisco
Register: www.essexdrake.com
 

 

December                                                                                          Back to Top       
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Planned Giving for the Small Development Office
Are you ready to sustain your organization through planned gifts? Launching a planned giving program does not take a huge amount of time or detailed knowledge of the many deferred gift vehicles. Start a program now and reap the benefits later.
Rob Kusel, Essex & Drake Fund Raising Counsel
Thursday, December 2, 9:00 to 11:00 a.m.
World Affairs Council, San Francisco
Register: www.essexdrake.com

 

Major Gifts 201
Refine or establish an organizational major-gifts program with best-model practices. You will return to the office with a clear roadmap of the tactical initiatives that are critical to ensuring organizational-wide success. Relationship management techniques, as well as how to best involve board members will be addressed in this session.
Rob Kusel, Essex & Drake Fund Raising Counsel
Friday, December 10, 9:00 to 11:00 a.m.
World Affairs Council, San Francisco
Register: www.essexdrake.com