Center for Nonprofit Leadership

Helping nonprofit leaders do better at doing good

Nonprofit Resiliency Institute

Equipping Ventura County Nonprofits to become financially stronger and more resilient than ever.

Ventura County’s nonprofit organizations and their vibrant missions are critical to our social fabric. The 2017 Thomas Fire revealed the vulnerability of our nonprofit sector, much of which was impacted financially by the disaster which came during peak fundraising season.  But even before the fire, local nonprofits lagged behind our neighboring counties in per capita revenue. Rather than reflecting a lack of donor potential, this shows the need of Ventura County nonprofits to strengthen financial oversight practice, hone their ability to attract local wealth, and build ample operating reserves.

Thanks to funding from Kaiser Permanente and the Amgen Foundation, sixteen local organizations who have been financially impacted, directly or indirectly, by the Thomas Fire will be selected to participate in the 2019 Nonprofit Resiliency Institute. There,  organizational leaders will gain financial management and fundraising strength to better prepare for, withstand, and adapt to future challenges and opportunities.

About the Nonprofit Resiliency Institute

This Institute builds Ventura County’s long-term community recovery and resilience.  Teams from participating organization will work with top nonprofit experts in a tailored, interactive peer learning environment to:

  • Assess current organizational financial and fundraising capacity
  • Analyze current business model & revenue mix
  • Adopt sound financial practices and policies
  • Implement fund development strategies to build more unrestricted operating support and operating reserves to better weather future interruptions.

Who Should Apply?

If your organization is based in Ventura County, has been financially impacted, directly or indirectly, by the Thomas Fire, and has full-time paid staff, you are eligible to apply. Each organization is required to send a committed leadership team of staff and board leaders, which includes the Chief Executive, to participate in four in-person, half-day sessions spaced six weeks apart, as well as three coaching calls.     

Program Components

  • Organizational Assessment & Financial Health Goal Setting
  • Training & Peer Learning in Financial Management and Fundraising
  • Accountability Coaching to Reach Organizational Goals

How to Apply

Participation in the Nonprofit Resiliency Institute is free of charge, thanks to our generous funders. Application deadline for the first cohort is midnight Sunday, January 6, and for the second cohort midnight March 24.

   APPLICATION            

 

Timeline & Important Dates

Workshops take place from 9 a.m.* to 1 p.m. at Cal Lutheran Oxnard campus, rooms 104/105, at 2201 Outlet Drive, Oxnard, CA 93036. Continental breakfast will be served. (*First workshop starts at 8 a.m.)

Eight organizations will be selected by application to participate in each cohort free of charge. Educational materials and refreshments included. Participating organizations will go through an assessment and onboarding process, and receive three phone coaching sessions throughout the program.

 
Cohort #1 Cohort #2
Application Deadline                                   

January 6
(Notification on January 11)

Application Deadline                       

March 24
(Notification on March 29)

Organizational Assessment & Onboarding

January 14 - February 5, 2019

Organizational Assessment & Onboarding

April 1 - 23, 2019

Financial Management I

February 6, 2019
8 a.m. to 1 p.m.

Financial Management I

April 24, 2019
8 a.m. to 1 p.m.

Financial Management II

March 20, 2019
9 a.m. to 1 p.m.

Financial Management II

June 5, 2019
9 a.m. to 1 p.m.

Fundraising I

May 1, 2019
9 a.m. to 1 p.m.

Fundraising I

September 11, 2019
9 a.m. to 1 p.m.

Fundraising II

June 12, 2019
9 a.m. to 1 p.m.

Fundraising II

October 23, 2019
9 a.m. to 1 p.m.

Coaching Sessions

Three phone calls throughout the program.

Coaching Sessions

Three phone calls throughout the program.

Thank You to Our Partners!

This program is generously underwritten by Kaiser Permanente Southern California and the Amgen Foundation.

KaiserPermanente      

           Amgen
      

Meet the Faculty

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David Greco

President & CEO, Social Sector Partners and Professional Speaker

Bio

David Greco is a nationally recognized speaker, author and consultant on creating a more sustainable and effective social sector.  He brings more than 25 years of experience in in driving the growth and impact of social sector organizations.  In 2013, David founded Social Sector Partners to provide training and capacity building support to funders and nonprofits to develop a culture of sustainability that incorporates real cost, sustainable business models, and a focus on impact.

He regularly speaks at national, regional and local conferences and has trained thousands of nonprofit leaders on increasing their sustainability and impact.  David has spoken at national conferences such as BoardSource, Grantmakers for Effective Organizations, Independent Sector, Social Enterprise Alliance, Association of Corporate Contribution Professionals, and Exponent Philanthropy as well as numerous local and regional conferences.

He has trained more than 1,000 social sector leaders on financial sustainability through the Annenberg Alchemy program, one of the nation’s largest nonprofit capacity building programs.  He led the development and delivery of the Scaling What Work workshops with Grantmakers for Effective Organizations that reached hundreds of funders around the country.  And delivered workshops for thousands of nonprofit leaders through his work with the Nonprofit Finance Fund.

He has worked with the staff, trustees and grantees for dozens of foundations including the David & Lucile Packard Foundation, Flora & William Hewlett Foundation, the Bill & Melinda Gates Foundation, Weingart Foundation, Ford Family Foundation, Greater New Orleans Foundation, and Virginia G. Piper Charitable Trust.

Most recently, David led the Real Cost Project in California, a statewide initiative that aims to increase the number of funders providing real cost funding. He also served as Interim President and CEO for Northern California Grantmakers and led their efforts to launch a new strategic direction and business model. Previously, he was the Vice President of the Nonprofit Finance Fund (NFF) for more than 5 years and Vice President of the Youth Leadership Institute.

He serves on the Southern California Advisory Board for Opportunity Fund and was previously on the board of Social Venture Partners Los Angeles. He is a professor with Pepperdine University in the Masters in Social Entrepreneurship and Change program and the author of "Nonprofit Financial Management" featured in "Nonprofit Management 101: A Complete and Practical Guide for Leaders and Professionals" edited by Darian Heyman.  David served for ten years in the Air Force and Air Force Reserves and earned his M.A. in Political Science from Villanova University and B.S. in History & Politics from Drexel University.

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Doug Green

Senior Consultant, La Piana Consulting

Bio

Doug Green teaches nonprofit management, social marketing, and strategic P.R. in the MBA and MPPA programs at California Lutheran University. Doug consults for nonprofit organizations as a Senior Consultant with La Piana Consulting, a national nonprofit consulting firm specializing in strategy, strategic restructuring, and business planning. Doug led the nonprofit agency AIDS Care in the 1990s and served at the Director of the Center for Nonprofit Management at the Ventura County Community Foundation between 2001 and 2004. He has created nonprofit consulting programs for the Nonprofit Support Center of Santa Barbara County and the Ventura County Community Foundation. Doug resides in Santa Paula.

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Caryn Bosson

Principal, Caryn Bosson Consulting

Bio

Caryn Bosson is the principal of Caryn Bosson Consulting, supporting individuals, teams and nonprofit organizations to achieve their greatest impact. Caryn brings skills and wisdom gained from three decades of successful nonprofit management. Her specialities include executive leadership and coaching, strategic planning, fund development, communications, leadership and organizational development.

Caryn also serves as part-time Executive Director of The CREW, which since 1991 has provided employment and leadership experience to local youth as they participate in vital conservation work. Caryn’s background includes nearly a decade of senior leadership roles at TreePeople, a 44-year-old urban forestry pioneer in Los Angeles. Prior to that, she founded and led as Executive Director for ten years the innovative Ojai Valley Youth Foundation, which she grew into a statewide model for involving young people as partners in strengthening their communities.

Caryn believes in strength-based, shared leadership as the essential way to grow stronger communities and organizations, and in the power we all have to envision and shape a better future. She has been named an Ojai Living Treasure, a Woman of the Ojai, and received the Carla Bard Community Service Award. Caryn has served on several boards in Ojai, where she is an active community volunteer. She has a BA in Literature from UCSB's College of Creative Studies, and a MS in Organizational Leadership from Manhattan College.

Pricing/Cost

Sixteen organizations will be selected by application to participate free of charge, eight per cohort, and will receive one year of organizational membership in the Center for Nonprofit Leadership.

Questions?

Contact Caryn Bosson at cbosson@callutheran.edu

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