The Montgomery County Foundation

Nonprofit Clinic 2017

Wednesday, January 18, 2017 - 9:00-11:00am
Social Networking: Am I Ahead or Behind the Curve?
Presenter: Bob Madonna, President and CEO, Surrey Services for Seniors
An opportunity to explore the critical nature of networking on a personal level and in support of the nonprofit organization with which you are affiliated - including strategies on how to most successfully navigate both traditional and social media conventions to best effect.

Thursday, February 16 - 9:00-11:00am (Workshop Filled)
Aligning Your Presence With Your Situation
Presenter: Sheryl Williams, M.S., Chief Empowerment Officer SheWill Lead
Like a signature, your presence is one that is recognizably unique and leaves a substantive impression on those around you and within your organization. How can you improve your leadership presence in an authentic way? What should you do first? This session will use assessments and self-reflection to develop your leadership presence profile. Using this profile, participants will identify a specific situation where their presence is being challenged or a growth opportunity has been presented. Each participant will create an integrated action plan to proactively manage the challenge or meet the opportunity.

Wednesday, February 22 - 9:00-11:00am
Effective Boards and Audit Committees and Their Impact on Good Governance
Presenter: Steve Glueck, Audit Partner, Not-For-Profit Group, BBD, LLC
Effective Boards and Audit Committees help to ensure financial integrity, limit risk and protect your organization’s reputation with funders, regulators and the public. This practical discussion of best practices for Board Governance, shared from an auditor’s perspective, is relevant for both staff management and board members of nonprofits of all sizes.

Among the topics discussed:

  • The role of the audit and finance committees
  • Conflicts of interest
  • Enterprise risk management
  • Technology threats
  • Use of development and nominating committees

Thursday, March 23 - 9:00-11:00am (Workshop Filled)
Managing and Optimizing Conflicts
Presenter: Meghan McVety, M.P.A., Principal and Co-Founder of Capacity for Change, LLC
Conflict is inevitable. Leveraging the potential positives of conflicts is not inevitable. In fact, conflicts most often are missed opportunities for innovations and breakthroughs. This workshop will cover the nature of conflicts in organizations, and explore strategies to manage and optimize conflicts. We will discuss how to achieve organizational alignment (since aligned organizations handle conflict well), and techniques and skills for successful conflict resolution.

Thursday, April 20 - 9:00-11:00am
High Impact Communication
Presenter: Emily Pereira, Manager, Training Design and Talent Development, Pinnacle Group
Being effective and productive within the work environment is rewarding and essential.
Fully maximizing interpersonal interactions, working within a team environment, and utilizing communication tools enhances our careers and our contributions to the organization.

During this session you will:

  • Learn the basic foundations of effective communication
  • Uncover barriers that might be preventing effecctive communication results
  • Develop and test strategies for high impact communication

Wednesday, May 17- 9:00-11:00am
Perfect Your Pitch
Presenters: Brad Segall, reporter, news anchor and radio host with more than 35 years of experience and Debbie Goetz, president of Debbie Goetz Media Connections, specializing in public relations and media relations, will guide you through the process of creating an effective pitch for your organization.

Perfect Your Pitch
You work for a non-profit organization and find yourself pitching the organization to others all the time. You pitch to prospective donors, board members or volunteers; people in the community your organization serves; and perhaps to members of the media.  But is your pitch effective? Is it being heard?

Perfect Your Pitch is about choosing the right words and the right story to get you noticed by your target audiences and by journalists. How can you make your organization stand out? What is the media looking for and how does your pitch put your organization on their radar screen?

Wednesday, June 7- 9:00-11:00am
What Would You Do? A Workshop on Critical Nonprofit Legal Issues
Presenter: Laura Solomon, Esq., Laura Solomon, Esq. & Associates
An interactive and fun workshop to test your knowledge of the most important legal and tax issues facing nonprofits today. Laura will use case studies from her practice serving as outside counsel to hundreds of nonprofits to highlight:

  • Reporting and disclosure responsibilities in cases of embezzlement and other misuses of charitable funds
  • Thorny isues involving charitable solicitations
  • Difficulties in honoring donor intent when investing, managing, and using restricted funds
  • Considerations in nonprofit affiliations, mergers, and acquisitions
  • Cautionary tales involving conflicts of interest
  • Choices and tax implications (unrelated business income tax) of launching a social enterprise

Tuesday, September 19- 9:00-11:00am
Are You Making the Right Moves to Stay On Track? (*)
Presenter: Tish Mogan Standards for Excellence Officer, Pennsylvania Association of Nonprofit Organizations (PANO)
Are you making the right moves to stay on track? Does your nonprofit have the essential legal, regulatory and governance practices in place? Join Tish to review doable methods to assess legal compliance in all areas of your nonprofit organization and governance.

Thursday, October 19 - 9:00-11:00am
Wellness Checkup for the Non-Profit Balance Sheet
Presenter: Erin Friday, President, Main Line Accounting LLC
How well do you understand the information presented in your balance sheet? How can internal controls be used to safeguard your assets, liabilities, and financial information?  When is a “reconciled” bank account not actually reconciled?  How can the balance sheet information be used to better manage your organization?  This session is a high level look at one of the most important tools that is used to assess the health of your organization by potential donors. Information presented will be appropriate for both the financially experienced and the rookies.

Wednesday, November 15- 9:00-11:00am
Board Excellence
Presenter: Thomas M. Southard, Executive Director, The Wolfington Center at Cabrini University
This program was designed to highlight the most important issues of board governance universal to small and large nonprofits alike. We will discuss board legal and social accountability, roles and responsibilities of individual members and full boards, and tools for planning and evaluation. Principles for sound financial management and the role of the board as "employer" will also be addressed along with board development issues. To get the most out of this program, we recommend board members and staff attend together.


Please note that registration is required as space is limited. No fee requested.  
4 Sentry Parkway East, Suite 302
Blue Bell, PA 19422
For more information or to register: 484-532-7387 or

(*) Please note that PANO will manage the registration for “Are You Making the Right Moves to Stay on Track?
Please see the Foundation for further details.

Please note that participation in Foundation convenings has no bearing on
grant-making considerations.







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