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Nonprofit Management Learning Series Session 1: Legal, Financial, and Governance Fundamentals for Nonprofits

Session 1: Legal, Financial, and Governance Fundamentals for Nonprofits

The first workshop of this learning series provided a framework for setting the right legal, governance, and financial habits in the early stages of organizational development. The workshop covered what it means to be a nonprofit corporation, the benefits and burdens of being a 501(c)(3) public charity, and considerations in forming and structuring a board of directors and leadership team. Participants discussed the key elements of accounting systems and financial reporting, concentrating on stewardship of assets and optimizing financial management systems. Participants were able to:

  • Describe what it means to be a nonprofit corporation and a tax-exempt public charity.
  • Examine different approaches to forming and structuring a nonprofit Board of Directors and leadership team.
  • Identify the key components of accounting systems and safeguarding financial assets.
  • Compare internal and external financial reporting to staff, management, board of directors, and other leadership.

Access past session materials below:

Please Register using the “Webinar Recording” links to view archived webinars.

Ryan White Regional Early Intervention Services (Hi-V) Subrecipient Kickoff Meeting Materials

The purpose of the meeting was to discuss Hi-V program requirements, data collection, reporting, quality, and the Capacity Building Assistance Track (as applicable). Grantees were encouraged to bring their fiscal, data, and programmatic staff to participate in the meeting. Throughout the day, participants connected with program officers, grant monitors, and quality coaches to discuss:

  • Ryan White HIV/AIDS program updates
  • Hi-V (high-five) model program components
  • Data collection and reporting in CAREWare
  • Quality improvement/management plans
  • Program narratives and reporting, and
  • EGMS and invoicing

HAHSTA Case Management Operating Committee (CMOC) Quarterly Training: Housing Opportunities & Challenges for People Living with HIV

This resource was distributed at the HAHSTA Case Management Operating Committee Quarterly Training on April 18, 2019.

Toolkit Table of Contents

Training Agenda
DC Health: HAHSTA’s Housing Programs & Services – Slides
Housing Counseling Services
– Sustainable Housing Assistance Rental Program (SHARP)
– Housing Independence Through Employment (HITE)
– Metropolitan Housing Access Program (MHAP)
— Program Brochure
— Services Flyer
— MHAP Program Referral Form (NEW)
Emergency Financial Assistance
— Service Standards
— Program Application
— Homelessness Verification Form
— Zero Income Affidavit
— Referral Certification Form

 

Grant Writing for Foundations

DESCRIPTION

This workshop is designed to build the essential knowledge and skills to craft effective grant proposals. The training will:  

  • Provide participants with an overview of how to write a competitive project proposal to a private foundation
  • Explore how corporate grant-makers are different from traditional foundations
  • Provide best practices when identifying appropriate funders
  • Examine effective methods for creating a comprehensive and competitive proposal  
  • Utilize a combination of resources; including data visualization tools, original research, and more to illuminate critical issues in philanthropy

LEARNING OBJECTIVES

  • Understand the basic elements of a proposal
  • Understand the “do’s” and “don’ts” of writing and submitting a proposal and what funders are really looking for in an effective proposal
  • Identify how to find prospective funders
  • Determine how to follow up whether the answer is yes or no
  • Practice hands-on exercises to develop components of the proposal

Event Page: https://effibarryinstitute.org/events/grant-writing-for-foundations/

Using Data for Quality Improvement to Enhance Service Delivery

DESCRIPTION

This training was an opportunity for community based organizations to practice using data in more innovative ways to improve service delivery, linkage to, and retention in care. Participants explored performance measurement, methods to collect and inventory data, and the management of data through the life of a Quality Improvement (QI) project cycle.

LEARNING OBJECTIVES

  • Define performance measures, indicators, and measurement best practices
  • Explore various types of data used in QI projects
  • Examine the relationship and tools used to drive QI projects
  • Define the steps of a life cycle of a QI project and key tools/approaches used in each step
  • Apply learning to agency QI efforts through the use of an action plan

Event Page: https://effibarryinstitute.org/events/using-data-for-quality-improvement-to-enhance-service-delivery/

Improving and Scaling Communication Strategies for Nonprofits

An effective communication strategy is the key to nonprofit business sustainability. Targeted, effective communications help nonprofits expand their offerings, make meaningful community impact, and build relationships with donors, supporters, and clients. This workshop will give organizations the tools to refine their communications strategies to improve and scale community engagement. The interactive workshop will:

  • Provide a high-level overview of what brand reputation is and how it’s created
  • Explore examples and discuss the impact that an organization’s reputation can have on its success – both positively and negatively
  • Provide an understanding of the importance of consistent and meaningful messaging across communications materials and how the lack thereof could impact reputation
  • Examine case studies about community programming; evaluate the effectiveness of an organization’s messages in a group format
  • Introduce message development tools – the message house – and provide the processes and structure needed to use it to identify a specific set of key messages
  • Provide an understanding of cost-effective communications tactics that can be used with little to no budget to build awareness of your existing and upcoming programs

 

Event Page: https://effibarryinstitute.org/events/improving-and-scaling-communication-strategies-for-nonprofits/

 

Nonprofit Financial Basics: Financial Oversight and Sustainability Related to Transitioning to Fee for Service Reimbursement

As local healthcare funding moves from traditional grant models to fee-for-service, HIV organizations need to adapt their fiscal systems. Clinical, program, and fiscal managers are invited to an interactive workshop to build on the fiscal and financial management core skills discussed in the Part I and explore core budgeting strategies for fee for service.

This in-person training will explore key budget building skills and how budgets are important to financial health and sustainability.  Participants will also discuss the transition from Grant-Based funding to Unit Cost-Based funding and how a “Unit of Service” funding model works. This training will also explore best practices to integrate this funding methodology into organizational fiscal and financial management systems and practices.  Participants will conclude the training session with mini-case study examples that will help you vision unit cost applications and we will discuss advantages and challenges related to unit costs. Objectives include:

  • Review a list of the top ten practices important to improving and enhancing fiscal and financial sustainability.
  • Explore the 12 steps of effective budget building for nonprofit organizations.
  • Discuss Effective Financial Messaging and how to develop a financial Dashboard.
  • Overview the key differences between Grant-Based Funding model and Unit Cost-Based Funding model.

Throughout the training, participants will explore how unit costs work and how to perform unit cost analysis and its impact on budgets and planning and financial resources.  Application advantages and challenges will be presented, and mini-case study examples will be used to demonstrate how unit costs are applied.

Event page: Nonprofit Financial Basics: Financial Oversight and Sustainability Related to Transitioning to Fee for Service Reimbursement

Program, Clinical, and Fiscal Managers: Develop Budgeting & Projection Skills to Sustain HIV Programs

As local healthcare funding moves from traditional grant models to fee-for-service, HIV organizations need to adapt their fiscal systems. This in-person training provided program and fiscal managers the technical skills to lead critical sustainability discussions. Participants collaborated with trainers and peers to understand the concepts behind projection-based budgeting, prepare to adapt budgeting practices to the changing economic conditions, and develop strategies to maximize limited resources.

Learning Objectives:

  • Explore how budgets can be a catalyst to effective data sharing and communication between staff, leadership, and board members
  • Discuss key components of nonprofit financial statements and be able to ask strategic questions and identify “red flags”
  • Understand the differences in accounting practices between nonprofit and for-profit entities, focusing on sponsorships, grants and contributions
  • Test new skills with a group of peers through a collaborative case study

Throughout the training participants interpreted and analyzed actual budgets and left with sample projection-based dashboards to adapt and use within their agencies. Take-away practice sheets were provided to assist with improving financial accountability and transparency.

Event Page: Program, Clinical, and Fiscal Managers: Develop Budgeting & Projection Skills to Sustain HIV Programs