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Nonprofit Roundtable Calendar: Spring 2008

Our Nonprofit Industry Group is committed to providing the nonprofit sector with quality services and essential information to ensure their success. We provide free ongoing seminars on a variety of topics, ranging from "How to Plan Successful Special Events" to "Tax Exempt Financing" to "Fiscal Duties and Responsibilities of Board Members" and "How to Build a Major Gifts Program." Additionally, nearly 10% of our clients are local nonprofit organizations.

Strategies for a Successful Capital Campaign
Learn the roadmap for a successful campaign, including a feasibility study, leadership recruitment, Board participation, prospect identification, goal setting, timeline and infrastructure.
Rob Kusel and Chuck Cole, Essex & Drake Fund Raising Counsel
Friday, March 14, 9:00 to 11:00 a.m.
SPUR, San Francisco
Register: www.essexdrake.com
Sponsor: Essex & Drake Fund Raising Counsel

Audit Committee Responsibilities
Geralyne Mahoney, Partner, Burr Pilger Mayer
Tuesday, March 25, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Jose
Wednesday, March 26, 9:00 to 10:30 a.m.
Burr Pilger Mayer, San Francisco
Burr Pilger Mayer, Palo Alto (via video conference)
Thursday, March 27, 12:00 to 1:30 p.m.
Burr Pilger Mayer, Walnut Creek
Register: www.bpmllp.com/roundtable or 415/288-6296
Sponsor: Burr Pilger Mayer

Real Estate Leasing Issues for Nonprofit Landlords and Tenants
Take a look at the latest real estate issues affecting nonprofits.
*Two hours MCLE credit offered for this presentation.
Jeffrey B. Maso, Partner, Coblentz, Patch, Duffy & Bass LLP
Thursday, March 27, 3:30 to 5:30 p.m.
Coblentz, Patch, Duffy & Bass LLP, San Francisco
Register: nonprofit@coblentzlaw.com or 415/772-5799
Sponsor: Coblentz, Patch, Duffy & Bass LLP

Recruiting and Creating Fundraising Boards
How do you find great Board Members and then motivate and train them to fundraise?  Learn a process that's fun and effective.
Sharon Svensson & Chuck Cole, Essex & Drake Fund Raising Counsel
Friday, March 28, 9:00 to 11:00 a.m.
SPUR, San Francisco
Register: www.essexdrake.com
Sponsor: Essex & Drake Fund Raising Counsel

Investment Policies for Nonprofits
Mike Rogers, Director, Burr Pilger Mayer
Thursday, April 3, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Francisco
Burr Pilger Mayer, Palo Alto  (via video conference)
Register: www.bpmllp.com/roundtable or 415/288-6296
Sponsor: Burr Pilger Mayer

Understanding Donor Advised Funds, Supporting Organizations and Private Foundations
We will discuss key characteristics and differences of these philanthropic vehicles, growth trends, donor motivation, and how to research and access these types of funding sources.
Harald Leventhal and Benita Kline, Principals, Leventhal Kline Management, Inc., Foundation and Philanthropic Services
Tuesday, April 8, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Francisco
Burr Pilger Mayer, Palo Alto  (via video conference)
Register: www.bpmllp.com/roundtable or 415/288-6296
Sponsor: Burr Pilger Mayer

Identifying, Cultivating and Soliciting Potential Donors
First you find them. Then you educate them. Finally you ask them for a major gift. Learn a process that's based on successful experience.
Sharon Svensson & Rob Kusel, Essex & Drake Fund Raising Counsel
Friday, April 11, 9:00 to 11:00 a.m.
SPUR, San Francisco
Register: www.essexdrake.com
Sponsor: Essex & Drake Fund Raising Counsel

Replacing Long-Term Executives: Founder's Syndrome
How can organizations lay the ground-work for successful transitions at CEO and department head levels?
Robert M. Fisher, President, Non-Profit Leadership, Education and Foundations at Rusher, Loscavio & LoPresto and CEO (Retired), The San Francisco Foundation
Wednesday, April 16, 9:00 to 11:00 a.m.
Rusher, Loscavio & LoPresto, San Francisco
Register: 415/765-6600 Debbie Schnick
Sponsor: Rusher, Loscavio & LoPresto

Recruiting Board Members, Executives and Volunteers as Though Your Organization's Life Depended On It
Thriving, not just surviving.
Michael Loscavio, President, Rusher, Loscavio & LoPresto
Wednesday, April 23, 9:00 to 11:00 a.m.
Rusher, Loscavio & LoPresto, San Francisco
Register: 415/765-6600 Debbie Schnick
Sponsor: Rusher, Loscavio & LoPresto

Strategies for a Successful Capital Campaign
Learn the roadmap for a successful campaign, including a feasibility study, leadership recruitment, Board participation, prospect identification, goal setting, timeline and infrastructure.
Sharon Svensson & Rob Kusel, Essex & Drake Fund Raising Counsel
Friday, April 25, 9:00 to 11:00 a.m.
Community Foundation Silicon Valley, San Jose
Register: www.essexdrake.com
Sponsor: Essex & Drake Fund Raising Counsel

Executive Director and Board: Building a Balanced Team
Robert M. Fisher, President, Non-Profit Leadership, Education and Foundations at Rusher, Loscavio & LoPresto and CEO (Retired), The San Francisco Foundation
Wednesday, April 30, 9:00 to 11:00 a.m.
Rusher, Loscavio & LoPresto, San Francisco
Register: 415/765-6600 Debbie Schnick
Sponsor: Rusher, Loscavio & LoPresto

Intellectual Property for Nonprofit's
A rundown of copyright and trademark basics for nonprofit's
*Two hours MCLE credit offered for this presentation.
Nate A. Garhart, Partner, Coblentz, Patch, Duffy & Bass LLP
Thursday, May 1, 3:30 to 5:30 p.m.
Coblentz, Patch, Duffy & Bass LLP, San Francisco
Register: nonprofit@coblentzlaw.com or 415/772-5799
Sponsor: Coblentz, Patch, Duffy & Bass LLP

Effective Strategic Planning Board Retreats
Have you planned your 2008 strategic board retreat? In this session, you'll discover the essential steps to a results-oriented, strategic session that will set your organization on the right course for the next several years.
Rob Kusel, Essex & Drake Fund Raising Counsel
Friday, May 9, 9:00 to 11:00 a.m.
SPUR, San Francisco
Register: www.essexdrake.com
Sponsor: Essex & Drake Fund Raising Counsel

The Use of Executive Search for Executive and Department Head Recruitments   
You can’t afford not to do what you can’t afford to do.
Robert M. Fisher, President, Non-Profit Leadership, Education and Foundations at Rusher, Loscavio & LoPresto and CEO (Retired), The San Francisco Foundation
Wednesday, May 14, 9:00 to 11:00 a.m.
Rusher, Loscavio & LoPresto, San Francisco
Register: 415/765-6600 Debbie Schnick
Sponsor: Rusher, Loscavio & LoPresto

Compensation Strategies for Nonprofit's
Brooke Green, Principal, Presidio Pay Advisors, Inc.
Wednesday, May 14, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Francisco 
Burr Pilger Mayer, Palo Alto (via video conference)
Register: www.bpmllp.com/roundtable or 415/288-6296
Sponsor: Burr Pilger Mayer

IRS Form 990 Changes
Geralyne Mahoney, Partner, Burr Pilger Mayer
Tuesday, May 20, 9:00 to 10:30 a.m.
Burr Pilger Mayer, San Francisco
Burr Pilger Mayer, Palo Alto (via video conference)
Tuesday, May 20, 12:00 to 1:30 p.m.
Burr Pilger Mayer, Walnut Creek
Wednesday, May 21, 12:00 to 1:30 p.m.
Burr Pilger Mayer, San Jose
Register: www.bpmllp.com/roundtable or 415/288-6296
Sponsor: Burr Pilger Mayer

Fraud Prevention & Internal Controls
Scott Taylor, Partner, Burr Pilger Mayer
Thursday, May 22, 12:00 to 1:30 p.m.
Burr Pilger Mayer, Palo Alto
Burr Pilger Mayer, San Francisco (via video conference)
Register: www.bpmllp.com/roundtable or 415/288-6296
Sponsor: Burr Pilger Mayer

Nonprofit Issues for Educational Institutions
An overview of items of particular interest to educational institutions, including property tax and personnel matters.
*Two hours MCLE credit offered for this presentation.
Katherine C. Zarate and Sheila Warren, Associates, Coblentz, Patch, Duffy & Bass LLP
Thursday, May 22, 3:30 to 5:30 p.m.
Coblentz, Patch, Duffy & Bass LLP, San Francisco
Register: nonprofit@coblentzlaw.com or 415/772-5799
Sponsor: Coblentz, Patch, Duffy & Bass LLP

Indirect Cost Allocation
Mike Spence, Partner, Burr Pilger Mayer
Tuesday, June 10, 9:00 to 10:30 a.m.
Burr Pilger Mayer, Palo Alto
Burr Pilger Mayer, San Francisco (via video conference)
Register: www.bpmllp.com/roundtable or 415/288-6296
Sponsor: Burr Pilger Mayer





Detailed Info
 

Roundtable Locations

Burr Pilger Mayer
600 California Street
Suite 1300
San Francisco, CA
94108

Two Palo Alto Square
Suite 250
3000 El Camino Real
Palo Alto, CA 94306

100 Pringle Avenue
Suite 340
Walnut Creek, CA 94596

333 W. Santa Clara Street
Suite 920
San Jose, CA 95113

Coblentz, Patch, Duffy & Bass LLP
One Ferry Building
Suite 200
San Francisco, CA 94111

Essex & Drake Fund Raising Counsel
Community Foundation Silicon Valley
60 South Market Street
Suite 1000
San Jose, CA 95113

SPUR
312 Sutter Street, Suite 500 San Francisco, CA 94108

Rusher, Loscavio & LoPresto Executive Search
100 Spear Street
Suite 935
San Francisco, CA 94105

 

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