Boot Camp for Board Members: Stronger Boards for Today's Nonprofits 

• October 15, 8AM to 4PM
• Light continental breakfast and lunch will be served

Develop your organization’s leadership by learning what is needed to ensure a strong future. Take hold of your board role, understand what you are legally responsible for, and strengthen your ability to provide direction.

Presented by experienced nonprofit leaders, each session will include a unique combination of case studies, lectures and peer learning opportunities to provide you with best practices and proven strategies.

Morning Sessions

• 8AM to 10AM Board Development with Marcy Peikos, Leadership Greater McHenry County. Marcy will identify roles and responsibilities for board members as well as tools for recruiting and creating a strong board of directors.
• 10:05AM to 11:50AM Understanding Financial Reporting with John Altman, CPA, Columbia College. If reading financial statements and reports is like a foreign language to you, this workshop will help you learn how to "make sense" of it. This session will include an overview of the most essential reports you should be preparing, how to read and interpret them, and how and when to get additional assistance and guidance

Lunch 11:50 to 12:30

Afternoon Sessions

•  12:30 to 2:15PM Fundraising Assessment and Strategies with Lisa Ruby, partner at Ruby & Associates. This course is will teach you how to critically assess your particular event.  Learn how to how to determine if the event met its goals. This session will also cover the process needed to discontinue an event and the key factors needed to manage that change.
• 2:20PM to 4PM Legal and Regulatory Responsibilities of a Nonprofit with Shelly Casella – Dercole, CPA, Partner at Eder,Casella & Company : This workshop will help you understand and "sort out" the legal and regulatory requirements of being a nonprofit. How do you become a 501c3 organization and what other regulatory requirements should you know?  Find out what you need, where to file, how often you need to review and update your information, and where you can get help

Registration Fees:

• Individual member all day: $64
• Nonmember all day: $80
• Individual half day member: $40
• Nonmember half day: $50
• For organizations with groups of 3 or more get an extra 10%. Use the code "GROUP"

Our Trainers:

 Marcy Piekos is the Executive Director of Leadership Greater McHenry County. In addition to managing the operations of the organization, she is a facilitator for LGMC Leadership and Learning Academy. Marcy has facilitated sessions for United Airlines pilot, flight attendant safety C/L/R department, Frontier Airlines, Chicago Sun Times, Sears Holding Corp, Walgreens Corporation, and within McHenry County; Big Brothers Big Sisters, CASA, Cycle Craft Yamaha, Family Health Partnership, Home of The Sparrow, Pioneer Center, Sage Products, and Woodstock Public Library, TC Industries. Marcy is currently a member of the Board of Education for Community Unit School District 200 in Woodstock, and formerly a trustee for LGMC.

John is a Certified Public Accountant and has a long history in both business and the non-profit sector serving as a senior financial executive, group general manager, private consultant and educator. His range of experience encompasses wealth realization strategies, obtaining financial capital, implementing operational improvements, executing mergers and acquisitions, and an Initial Public Offering. John is a faculty member at Aurora University and Columbia College of Missouri. John is the Lead Instructor for the Columbia College Crystal Lake and Elgin, IL Campuses. John joined Columbia College in 2003 after a long career in the corporate world as a member of the faculty he provides instruction in Accounting, Finance, Economics and Management Strategy. In his role as instructor of Columbia’s business capstone class, Management Strategy, in Elgin and Crystal Lake, John has utilized his extensive business experience to successfully transition the class to a competitive business simulation that tests the business knowledge and skills of the students.

Lisa contributes twenty plus years of corporate sales, training, marketing and management experience to the team of professionals. In her former career, Lisa was in the top 1% of national sales repeatedly for a Fortune 500 company. Her areas of expertise include executive coaching, sales training, management and administration development and fundraising. Lisa’s most interesting consulting experience to date was flying into a remote area of Northern Canada in January and sleeping on an army cot for the week to train staff and volunteers. Lisa is the oldest child in the Ruby family and is the organized one who gets the job done!

 Shelly Casella-Dercole is a CPA and Partner with Eder, Casella & Co and has offices in McHenry and Barrington. She has over 15 years of experience assisting not for profit organizations with audit, tax, accounting, and consulting. Since 1989 EDER, CASELLA & CO. has been committed to excellence in quality service and providing personalized attention to your needs. At EDER, CASELLA & CO. we take great pride in the quality of our firm's work and the skills of our experienced and professional staff. To us, quality service goes far beyond accuracy and includes promptness, courtesy, and genuine caring about the needs of our clients. We truly believe that your satisfaction is fundamental to our success. This philosophy is apparent in each of the services we offer which include a wide variety of tax, accounting and consulting services

Register Now!