The Montgomery County Foundation

Nonprofit Clinic 2018

Generously Sponsored by:

Wednesday, January 24 - 8:30-noon
Financial Health and Social Good: Steering Nonprofits Through Uncharted Waters
Presenters: Kristine Alvarez, Director and Alice Antonelli, Director, Nonprofit Finance Fund
Today's times are uncertain for people and organizations dedicated to providing crucial services to the underserved and programs that support health and human services in our communities.

But an unclear operating environment does not mean we should sit still and wait. This is exactly the time to prepare our organizations for whatever change is coming in a thoughtful, data-driven way. Understanding organizational financial health and readiness, and crafting potential scenarios for programs and services, are the crucial first steps.

The Nonprofit Finance Fund has been teaching financial preparedness to thousands of nonprofit leaders for decades. In response to concerns voiced in the post-election period about an uncertain funding and policy landscape, this workshop aims to help leaders talk openly and plan proactively, so that mission-driven organizations can have and maintain the financial strength to support their communities.

Discussion will focus on steps participants can take including:
  • gauge your organization's financial health, adaptability, and risk tolerance;
  • open dialogues among staff, board and stakeholders to foster constructive discussion and planning in uncertain times;
  • assess risks and opportunities;
  • develop potential scenarios and corresponding action plans; and
  • take short-term actions that don't endanger long-term stability.

Wednesday, February 21 - 9:00-11:00am
Business and Professional Coaching Model for Nonprofit Leaders
Presenter: John C. S. Kepner, President, Fenway Management Advisors, Nonprofit Strategic Advisory Services
This session will describe a unique executive coaching model which current and aspiring nonprofit leaders can use efficiently in their work and in their professional and personal development. The model features easy-to-use tools and processes to enhance strategic and program planning and operational effectiveness. It has also proven effective in helping professionals discover meaningful business and life purposes and core principles to govern business and personal relationships and develop dynamic, goal-oriented action plans which are sustainable as organizational and life circumstances change.

Tuesday, March 20 - 9:00-11:00am
The Largest Financial Hurdles Facing the Nonprofit Sector
Presenters: Elizabeth Pilacik, Assurance Director, Maxine Romano, Assurance Director, Kreischer Miller
The intricate challenges of nonprofit finance continue to grow as more organizations diversify their revenue streams, as new compliance rules and regulations are introduced, and as management struggles to maintain key personnel.

Join us as we discuss the compliance, people, and process complexities that create opportunities for nonprofits to understand, design, and implement strategies to address certain financial and reporting needs. Key areas will include the challenges created with diversified revenue streams, the cost (and benefit) of increased compliance, the sustainability of the organization - and the finance team, the impact of new rules and regulations, and the necessary investment in technology.

Wednesday, April 25 - 9:00-11:00am
Nonprofit Social Enterprise: How to Generate Earned Income to Fuel Your Charitable Mission
Presenter: Laura Solomon, Esq., Laura Solomon and Associates
Charities are increasingly looking for new, innovative ways to generate earned income through new social enterprises or "social ventures." And, diversification of funding sources can be an important part of a prudent risk management strategy that contributes to sustainability. However, the launch of a new income generating activity can also trigger taxes if the activity is not structured correctly or conducted in a way that is related to the charity's mission. The goal of this workshop is to share what is necessary to structure and launch a successful social enterprise.

Attendees who join this workshop will:

  • discuss and define social enterprise;
  • understand the risks, benefits and related legal and tax issues; and
  • leave with the resources and tools to evaluate a social enterprise, consider possible structures, and know when to involve legal counsel.

Wednesday, May 3 - 9:00-11:00am
Developing Leadership at Every Level
Presenter: Meghan McVety, Principal, Capacity for Change
An organization is only as strong and vibrant as the people in it. Organizational capacity building often focuses on the mechanisms that are needed to run an organization, such as technology, financial management, strategic plans, and evaluation. But if an organization is not attracting, developing, and retaining talented staff - and inspiring them to be their best – the most polished systems and plans will be worthless. Is your organization building the pipeline of emerging leaders that it needs now and for the future? Is it bringing out the best in people? How are you developing new leaders and preparing for leadership transitions?

This workshop will address:

  • What it means to build a culture that supports professional growth: Participants will explore the essential role that culture plays in attracting and retaining effective leaders, and how to build a culture that fosters learning and growth.
  • Tools and approaches for maximizing professional and leadership development: Participants will learn about practical resources for managing and supporting professional growth and leadership development, from the creation of and recruitment for positions through leadership needs assessment, skills development, performance management, retention strategies, and succession planning.

Participants will leave with concrete knowledge, ideas, and action steps that can be applied in their organizations to develop leaders at every level of the organization.


Wednesday, June 20 - Noon-1:00am
Introduction to the Regional Foundation Center Brown Bag Lunch
Presenter: Caitlin Seifritz, Regional Foundation Center, Free Library of PhiladelphiaThe Regional Foundation Center informs the local nonprofit sector through research, resources, and workshops. The RFC houses Philadelphia's largest publicly accessible collection of print and electronic resources on fundraising, nonprofit management, general philanthropy, and institutional advancement.

The RFC also provides free access to the Foundation Directory Online - the most comprehensive database of U.S. grantmakers and their grants. Through its comprehensive collection and professionally certified staff librarians, the RFC promotes responsible nonprofit management and successful fundraising by nonprofit groups at all levels - from grassroots startups to established institutions.

You can expect to learn more about the electronic resources the RFC has to offer and how these resources can help you grow and sustain your organization. The session will provide a brief overview of Foundation Directory Online, Foundation Maps, and WealthEngine.

Friday, September 21 - 9:00-11:00am
Getting the Right People in the Right Seats on Your Board: Recruitment Tool Kit and a Focus on Diversity (*)
Presenter: Tish Mogan, Pennsylvania Association of Nonprofit Organizations
Is your board clear on the recruitment process for new members? Who on the board is responsible for ensuring a strong recruitment process? Is there a clear picture of who is needed on the board to accomplish the strategic plan and achieve mission? What can you do to ensure you have people on the board that represent (as best as possible) the people that you serve? This program explores all these questions and more in the board recruitment process. We will share tools and resources that can assist in strengthening your board recruitment process which can lead to a stronger board and a stronger organization. We invite you to bring whatever tools you have in place as this program will be interactive with peer to peer sharing.

Wednesday, October 24 - 9:30-11:30am
Tax Prep for the Creative Community
Christianne Kapps, Tax Consultant with Creative Block Philly, LLC
No matter how small your business might be you are expected to participate in the business world like everyone else. Taxes are a part of this participation that can be confusing, intimidating and troublesome. It doesn't have to be that way. Ms. Kapps will offer instruction and advice and help explain some of the more confusing tax subjects for artists.

Christianne Kapps has been working with small businesses for 30 years. She has a BA in Art History from Tyler School of Art and an MFA from PennDesign and maintains a ceramics studio while bookkeeping with very small businesses, start-ups and small nonprofit organizations throughout the area. Ms. Kapps works with self-employed individuals preparing tax returns and helping to navigate the world of IRS as well as state and local taxes.

Wednesday, November 9 - Noon-2:00am
An Introduction to Legal Issues in Charitable Fundraising
Presenter: Marla K. Conley, Esquire, Conley Fleming LLP
This workshop will describe basic, legal requirements applicable to charitable fundraising including:

  • state filing obligations;
  • federal tax implications; and
  • providing substantiation documentation for donors.
Ms. Conley will also introduce concepts related to:
  • corporate sponsorships;
  • the unrelated business income tax;
  • planned giving and endowments; and
  • working with for-profits and third parties.

Ms. Conley is a founding partner of Conley Fleming LLP where she focuses her practice on serving nonprofit organizations and their donors. She advises clients regarding corporate structures, governance, taxation, fundraising, endowment and charitable trust management, grants and charitable spending.

Please note that registration is required as space is limited.
Workshops are free of charge. (*)
For more information or to register: 484-532-7387 or

(*) Note that PANO will manage the registration for the 09/21/18 workshop which will include a small fee.
Please note that participation in Foundation convenings has no bearing on
grant-making considerations.

The Montgomery County Foundation, Inc.
4 Sentry Parkway East, Suite 302
Blue Bell, PA 19422


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