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 Spring 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.
 

 

Spring 2010
 

MARCH                                                                                         Back to Top       
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Preparing for and Making Successful Major Gift Solicitations
Are your prospects ready for a major donor ask? How do you prepare yourself and
your prospects for mutually successful end results? We’ll review steps for excellent
preparation and demo some good solicitation strategies.
Sharon Svensson and Rob Kusel,  Essex & Drake Fund Raising Counsel
Friday, March 12, 9:00 to 11:00 a.m.
World Affairs Council, San Francisco
Register: www.essexdrake.com

Internal Control Check-Up
Reducing the risks of errors and fraud.
Clark Keeler, Director, Burr Pilger Mayer
Tuesday, March 16, 9:00 to 10:30 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose and Walnut Creek
Register or call 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, March 17, 9:00 to 11:00 a.m.
Rusher Loscavio Executive Search, San Francisco
Register: 650/494-0883 Jackie Rusher

The IRS and Intermediate Sanctions
A discussion on how to protect your organization from intermediate sanctions.
John Panetta, Shareholder, Burr Pilger Mayer
Thursday, March 18, 9:00 to 10:30 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose and Walnut Creek
Register or 415/288-6296

Recruiting Board Members, Executives and
Volunteers as Though Your Organization’s Life Depended on It
Thriving, not just surviving!
J. Michael Loscavio, President, Rusher Loscavio Executive Search
Wednesday, March 24, 9:00 to 11:00 a.m.
Rusher Loscavio Executive Search, San Francisco
Register: 650/494-0883 Jackie Rusher

 

QuickBooks in the Nonprofit Environment
Karen Pfau-Martinez, Manager, Burr Pilger Mayer
Tuesday, March 30, 9:00 to 10:30 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose and Walnut Creek
Register or 415/288-6296

Merging Nonprofit Organizations
A look at accounting due diligence issues for considering nonprofit mergers.
Geralyne Mahoney, Shareholder, Burr Pilger Mayer
Wednesday, March 31, 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 or 415/288-6296

APRIL                                                                                             Back to Top       
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Cause Marketing - How to Utilize Your “Brand” to Raise Funds
Bruce Burtch, The Cause Marketing Catalyst
Tuesday, April 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 or 415/288-6296
 

Nonprofit Dashboards to Stay Informed and Make Decisions
Neil Erickson & Rebecca Teutschel, Shareholders, Burr Pilger Mayer
Wednesday, April 7, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose and Walnut Creek
Register or 415/288-6296

American Recovery & Reinvestment Act of 2009
Discuss the background, opportunities for funding and grant requirements of the ARRA.
Stacie Kowalczyk, Manager, Burr Pilger Mayer
Tuesday, April 13, 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 or 415/288-6296
 

Alternate Sources of Funding
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, April 14, 9:00 to 11:00 a.m.
Rusher Loscavio Executive Search, San Francisco
Register: 650/494-0883 Jackie Rusher
 

The Power of Online Auctions
Learn how to conduct your organization’s annual online auction. This session will
cover all of the essential elements and best business practices that need to be considered and implemented for a successful cyber event.
Rob Kusel, Essex & Drake Fund Raising Counsel
Thursday, April 15, 9:00 to 11:00 a.m.
World Affairs Council, San Francisco
Register: www.essexdrake.com
 

The Single Audit: What it Means for the Auditee
Stacie Kowalczyk, Manager, Burr Pilger Mayer
Tuesday, April 20, 9:00 to 10:30 a.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose and Walnut Creek
Register or 415/288-6296
 

Employment Hot Topics
Stephen Lanctot, Coblentz, Patch, Duffy & Bass LLP
Thursday, April 22, 3:30 to 5:30 p.m.
Coblentz, Patch, Duffy & Bass LLP
Register: nonprofit@coblentzlaw.com or 415/677-5208

 

Moving Current Members and Donors to Major Donor Levels
Do you have challenges moving your members or lower end donors up to the
major donor level? Are you offering your Major Donors the benefits they deserve?
Are they well cultivated, stewarded, and ready to move up?
Rob Kusel and Sharon Svensson, Essex & Drake Fund Raising Counsel
Friday, April 23, 9:00 to 11:00 a.m.
World Affairs Council, San Francisco
Register: www.essexdrake.com
 

QuickBooks and IT Controls
A review of technology controls when using QuickBooks.
Roy Maynard, Shareholder, Burr Pilger Mayer
Tuesday, April 27, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Francisco
Video conference to Palo Alto, San Jose and Walnut Creek
Register or 415/288-6296

 
Executive Director and Board: Building a Balanced Team
Defining roles, creating and maintaining a healthy distribution of authority and
responsibility, managing boundaries.
Robert M. Fisher, President, Non-profit Leadership and Foundations at Rusher
Loscavio and CEO (Retired) The San Francisco Foundation
Wednesday, April 28, 9:00 to 11:00 a.m.
Rusher Loscavio Executive Search, San Francisco
Register: 650/494-0883 Jackie Rusher

 

MAY                                                                                          Back to Top       
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Nonprofit Accounting Update
Daniel Figueredo, Manager, Burr Pilger Mayer
Thursday, May 6, 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 or 415/288-6296

 

Building a Fund Raising Board
What percentage of your board members are actively involved with fundraising?
How do you improve that? How do you get great results from creating Individual
Fund Raising Plans with your board members?
Sharon Svensson and Chuck Cole, Essex & Drake Fund Raising Counsel
Friday, May 7, 9:00 to 11:00 a.m.
World Affairs Council, San Francisco
Register: www.essexdrake.com

 

Government Indirect Costs: Establishing Reimbursement Rates With FAR
Mike Spence, Shareholder, Burr Pilger Mayer
Tuesday, May 11, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Jose
Video conference to Palo Alto, San Francisco and Walnut Creek
Register 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, May 12, 9:00 to 11:00 a.m.
Rusher Loscavio Executive Search, San Francisco
Register: 650/494-0883 Jackie Rusher

 

New Developments for Development Offices: What You Need to Know in 2010
A discussion of Lobbying in an election year, data privacy in the Web 3.0 world, and
the 2010 estate planning landscape.
Cynthia Rowland and Anthony Vecino, Coblentz, Patch, Duffy & Bass LLP
Thursday, May 20, 3:30 to 5:30 p.m.
Coblentz, Patch, Duffy & Bass LLP, San Francisco
Register: nonprofit@coblentzlaw.com or 415/677-5208

 

Marketing Your Organization for More Successful Fundraising
Back by popular demand. Join us to learn what donors want to know about your
organization and how to get them to open their pocket books.
Chuck Cole, Essex & Drake Fund Raising Counsel
Friday, May 21, 9:00 to 11:00 a.m.
World Affairs Council, San Francisco
Register: www.essexdrake.com

 

JUNE                                                                                           Back to Top       
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Strategies for a Successful Capital Campaign
The time is right to start planning and implementing the capital campaign you’ve
been thinking about. The prep work is essential while you recruit your Board and
volunteers to take leadership roles. Join us for many tried and true experiences so you are effective and successful.
Rob Kusel and Chuck Cole, Essex & Drake Fund Raising Counsel
Friday, June 11, 9:00 to 11:00 a.m.
World Affairs Council, San Francisco
Register: www.essexdrake.com