Basics and Beyond BootCamp 

This one day workshop for small-to-medium emerging and established nonprofits will cover how to build sustainable strong organizations. This is a great opportunity for directors, board members and volunteer leaders to learn together!

The workshop will be led by seasoned practicioners and experts who will present key information through facilitated instruction as well as group discussions. Local nonprofit leaders will join attendees for an informal Lunch and Learn to share their insights and answer questions.

Topics include:

• Board Governance - Roles and reponsibilites 
• Insurance - What you really need to know
• Legal - Compliance and policies
• Financial management - Building a basic budget, accountablity
• Fundraising - Basic planning and donor relations
• Planning for next steps!

Attendees will leave with a handbook containing templates, sample descriptions, articles, and other resources to guide them. 

Cost:$125.00 for first organization participant, $50.00 for additional participants from the same organization.

About the Presenters:

 SUSAN NICHOLL is founding executive director of the MetroWest Visitors Bureau. She has  served as a management consultant for the Institute for Nonprofit Development, specializing in building capacity through strong governance, and was the first staff member of the Massachusetts Nonprofit Network (MNN), where she is current board clerk. Susan currently chairs the Leadership MetroWest Board of Directors. She was previously the editor of massnonprofit.org. As a principal of The Governance Group, she has worked with fellow practitioners at more than 35 small and medium-sized nonprofits.

 ARTHUR B. FAIR III joined Fair & Yeager Insurance Agency in 1979 and has served as president since 1995. He is also president and director of Bay State Agents (Agent Run Marketing Group) and previously served in leadership positions for Bay State Agents (Agent Run Marketing Group), Captive LLC, Massachusetts Association of Insurance Agents and Blue Goose International. Arthur holds numerous insurance designations and is president & director of Natick Center Associates.  He currently serves as a trustee, corporator and on the Risk Oversight committee at Middlesex Savings Bank and has held leadership and board positions on the Metrowest Chamber of Commerce, Rotary Club, and numerous non-profits including TCAN, Natick Community Organic Farm, Natick Historical Society and the Natick Service Council Board.

TERESA SANTALUCIA of Klein Hornig LLP provides legal coordination and transactional representation to housing authorities, nonprofits, and for-profit developers in relation to community revitalization projects. Her practice also focuses on nonprofit issues, including state and federal formation of corporate entities, drafting of bylaws and board resolutions, board management, risk management procedures, and conflict of interest policies.  Teresa brings multiple perspectives to her work with nonprofits, having been executive director of an international nonprofit before becoming a lawyer. She has led many programs on compliance training, corporate governance and lobbying law.

DAVID ORLINOFF is the founder and principal of Concord Financial Organization, a consultancy that provides interim financial management and related assistance to nonprofit organizations in all sectors. Since 1990 David has been the full-time or interim Chief Financial Officer of such organizations as Combined Jewish Philanthropies, Boston Ballet, Education Development Center, Franklin Pierce University, Advocates Inc., Walker School, Oxfam America, and Mass. Society for the Prevention of Cruelty to Children. He has worked with a total of about 65 different organizations with budgets ranging from $1 million to $100 million. He teaches graduate courses in nonprofit financial management at BU and Tufts, is on the Audit Committee of the United Way in Boston and is the Treasurer and Finance committee chair of the Boston Jewish Arts Collaborative. 

 SHELLEY REESE is passionate about creating, shaping, sustaining, and connecting communities.  Over the past 20 years she has worked in a variety of communities – geographically-focused communities, intellectually and academically-focused communities, minority communities, and underserved communities – helping them tell their stories and secure the funding needed to fulfill their vision.  Her entrepreneurial spirit, combined with her “roll-up-your-sleeves” and get it done attitude, helps her bring big picture ideas and best practices in nonprofit administration to small and emerging non-profits where she can lead strategically while also implementing tactically. Shelley has a BA in Communication Arts and an MA in Business Communication and Public Relations. She currently works at Esperanza Academy, a tuition-free middle school for girls in Lawrence, Mass. 

 ERIN CUNHA has worked in nonprofit fundraising for ten years and holds a BA in Sociology and an MS in Nonprofit Management and Philanthropy. Throughout her career, Erin has been involved in almost every facet of fundraising- from gift entry and acknowledgement to annual fund programs, fundraising events, and grant writing. In recent years, Erin’s focus has been on prospect research and grant writing. Erin has always worked in “small shop” development offices and enjoys the ability to work on multiple projects to help the organization accomplish its goals.