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kentucky nonprofit leadership f rum 2013 Tuesday, October 22 - Wednesday, October 23, 2013 Lexington Convention Center, Lexington, KY presented by www.kynonprofits.org/forum
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  • kentucky nonprofit leadershipf rum2 0 1 3

    Tuesday, October 22 - Wednesday, October 23, 2013Lexington Convention Center, Lexington, KY

    presented by

    www.kynonprots.org/forum

    leadership rum

  • Distinguished Nonprot Leadership Award The sixth annual award recognizes outstanding leadership among Kentucky Nonprot Chief Executives. The award recognizes achievement in the areas of strategic leadership, community building, ethical integrity, innovation and commitment to strengthening the nonprot sector.

    Tuesday, October 22, 201310:00 a.m. 4:00 p.m. Pre-Forum Clinics4:00 p.m. 6:30 p.m. Reception & Partner Spotlight

    Wednesday, October 23, 20138:00 a.m. 8:45 a.m. Registration, Exhibits,

    Continental Breakfast

    8:45 a.m. 8:55 a.m. Opening Plenary

    8:55 a.m. 10:15 a.m. Session One

    10:15 a.m. 10:45 a.m. Exhibits/Networking Break

    10:45 a.m. 12:00 p.m. Session Two

    12:00 p.m. 1:30 p.m. Awards Luncheon & Exhibits

    1:30 p.m. 2:45 p.m. Session Three

    2:45 p.m. 3:15 p.m. Exhibits/Networking Break

    3:15 p.m. 4:30 p.m. Session Four

    Innovative Nonprot Award The ninth annual award recognizes a nonprot organization in Kentucky implementing inventive, nontraditional programs or methods that eectively and eciently meet community needs. The organization will have demonstrated creativity and vision in nding solutions to address community issues.

    Outstanding Board Leadership Award The second annual award highlights the work of a board leader who is strategic-thinking, works cooperatively with other board members and the executive director to further the mission of the organization and is actively committed to best practices and succession planning.

    Wednesday, October 23, 12:00 p.m.

    The Awards Luncheon proudly recognizes board members, executives and innovative organizations in our Commonwealths nonprot community. Nominations will be accepted through August 16, 2013. Registration for the Awards Luncheon is included in the Forum registration fee or individual tickets and reserved tables to the Luncheon only are also available. Nomination forms and Luncheon-only ticket purchases may be made at kynonprots.org/forum.

    Agenda

    f rumkentucky nonprofit leadership2 0 1 3

    www.mcmcpa.com

    2013 Nonprot Awards Luncheon

    Lori JacobwithFeatured Speaker

    Master storyteller, speaker, trainer, and author Lori Jacobwith

    has a passion for the positive. Her strategies

    and tools have helped organizations to collectively

    raise more than $200 million from individual donors over the past decade. She has coached and trained thousands to raise more money and powerfully share their stories.

    Lori is the founder of the Ignited Online Fundraising Community, the author of Nine Steps to a Successful Fundraising Campaign and author of the must-read fundraising coaching blog: Withisms From Lori: Boldness, Clarity and Wisdom for Fundraising Professionals.

    In 2013 Lori created the Imagine Whats Possible Step-by-Step Storytelling System.

    Lori will present a Storytelling Clinic on October 22 and three sessions at the Forum on October 23.

  • Pre-Forum ClinicsTuesday, October 2210:00 a.m. - 4:00 p.m.

    Sharing Your Mission Powerfully with Storytelling presented by Lori Jacobwith

    In our fast-paced world, we have less than ve seconds to make a lasting impression. The way you and your board members introduce your organization is critical to building long-term supporters. Sharing your impact through stories is one of the most powerful ways to engage supporters. Master storyteller and author, Lori Jacobwith has coached thousands of nonprot leaders in telling their stories and helped them distill their message down to their most emotionally engaging essence. This interactive clinic will provide three tools for introducing your organization powerfully and oer an opportunity for coaching on two minute "mission moment" stories. Join Lori for this interactive session that will provide you with the tools for developing powerful stories that cut through the clutter of daily communications and cause listeners to take action.

    Fund Development Planning Clinic presented by Lee Ellen Martin

    Creating a comprehensive fund development plan is essential for long-term fundraising success. Planning will provide your nonprot with the roadmap it needs to successfully engage donors and increase contributed income. This day-long planning clinic will guide you, step-by-step, in the creation of a fund development plan for your organization. Utilize Lee Ellens experience as an executive director, development ocer, board member and consultant to help you create a strong plan for your organizations future fundraising strategies. Whether you are the chief development ocer or an executive director wearing this among many other hats, this hands-on clinic will help you take your organizations fundraising to the next level. Take advantage of the discounted rate for multiple registrants and bring your key volunteers!

    Board Development Clinic presented by Danielle Clore

    Educate your board and draft a specic action plan for improved governance in one day! KNNs executive director and governance consultant, Danielle Clore will facilitate a combination of presentation and group exercises to help the board and key sta understand their roles and responsibilities and implement governance best practices. Using KNNs Principles & Practices for Nonprot Excellence in Kentucky tools, participants will leave the clinic with an action plan for improved board governance in hand ready to get started! This clinic is designed for organizational teams it is strongly recommended that the Executive Director/CEO and at least two to three board members attend together. Take advantage of the discounted rate for multiple registrants!

    Preparing Successful Grant Proposals presented by Jackie Long

    A well thought out and succinctly written grant proposal submitted to thoroughly researched prospective funders is essential for success. Certied Community Block Grant Administration and experienced consultant and speaker, Jackie Long will walk you step-by-step through the basics of all the stages of the grant proposal development process - planning programs, researching potential funding sources and the fundamentals for writing a strong grant proposal. Youll leave the clinic with the tools needed to successfully communicate with both private and public funders.

  • 1A: Finding Powerful Stories to Ignite Your Donors Lori Jacobwith, featured presenterThe most powerful way to connect people to your mission is by telling a story that causes the listener to feel something about the work of your organization. Your organization is lled with these kinds of stories - you just have to know where to look for them. Join Lori to learn how to nd great stories that will help you raise more money than you imagined.

    1B: How Nonprot Professionals Should be Leveraging LinkedIn Christy Belden, Vice President, Media + Marketing, leapfroginteractiveWhether connected or cold calling, you can build long-term, valuable relationships using LinkedIn. Find out how easy it is to use one of the most popular social media tools to advance your career and/or your nonprot. Please bring a laptop or tablet to follow along with us on your own LinkedIn account.

    1C: Volunteer Involvement: Time to Refresh and Remodel? Katherine Campbell, Council for Certication in Volunteer AdministrationThe landscape of volunteering is changing and nonprots must adapt to attract and retain this critical human resource. With volunteers wanting to have a measurable impact instead of just a sense of belonging, managing volunteers is now even more about relationships - not just process. This session will review current volunteering trends and realities, stretch your thinking and oer practical ideas on updating your organizations volunteer engagement strategies for more success.

    1D: The 10 Employment Law Mistakes Most Likely to Get Your Nonprot Sued Tim Davis, Attorney, Landrum & ShouseSound and legal employment law practices are essential for protecting your organization from a lawsuit or agency investigation. Join Tim Davis for a look at the important payroll, discrimination, termination and policy laws that are most relevant and important to nonprots, including what at-will employment really means (and why its important).

    1E: Healthcare Reform Update Presenter TBAHealthcare Reform implementation is on its way. Is your nonprot ready? We'll discuss how the new insurance marketplace will impact health insurance coverage for your sta, whats special in the law for small (under 50 employees) workplaces, what new paperwork/ documentation is required and what you need to know about the small workplace tax credit.

    2A: Detonating Data Lori Jacobwith, featured presenterThe good news: information about donors and volunteers is a resource that is as valuable as cash in the bank. The not-so-good news: much of that information is in people's heads and many nonprots dont realize how to leverage their data tracking system to support their donor fundraising. Lori will share tips and strategies to focus sta and board member time in development plans based on the information theyve collected about their donors - using your donor data to raise more money each year, regardless of what type of data tracking system you use!

    2B: Marketing & Social Media - Whats New? Christy Belden, Vice President, Media + Marketing, leapfroginteractiveLearn about the newest marketing and social media strategies for your nonprot and hear a recap of the biggest announcements of 2013 so far! We will look at case studies from other nonprots around the country and learn how to leverage their successes for your own good. We will also discuss some of the pitfalls with social media and how to overcome them. Bring your experiences for discussion.

    2C: Inuencing Public Policy Through Storytelling David L. Thompson, Vice President of Public Policy, National Council of NonprotsEectively told stories can trump data, campaign contributions, ignorance and apathy - whether the focus is on federal, state or local policy matters or national trends aecting nonprots. This interactive session focuses on gathering your nonprots stories of success, hardship and problem solving to shape opinion and motivate decision makers whether in government, business, or the nonprot community to become part of the solution.

    2D: Rock Solid Sponsorships Barbara Harrington, Sponsorship Network Plus Join one of KNNs most popular speakers for a fast-paced session to simplify your sponsorship sales with a hard look at your sponsorship platform. This session will discuss pricing/valuing sponsorships, shaping meaningful benets, landing face-to-face meetings and the rules for rock-solid follow up (without being annoying!). Well discuss case studies appropriate for sponsorship veterans and newcomers from any sized organization.

    2E: Financial Oversight for the Non-CPA Kristin McDonner, CPAMany nonprot board members may not have a strong nancial management background - but are still required to understand and oversee the organizations nances. Join Kristin to understand the basic questions all board members should ask and understand to fulll their duciary duties - even if you arent a CPA.

    Session One8:55 a.m. - 10:15 a.m.

    Session Two10:45 a.m. - 12:00 p.m.

  • 2A: Detonating Data Lori Jacobwith, featured presenterThe good news: information about donors and volunteers is a resource that is as valuable as cash in the bank. The not-so-good news: much of that information is in people's heads and many nonprots dont realize how to leverage their data tracking system to support their donor fundraising. Lori will share tips and strategies to focus sta and board member time in development plans based on the information theyve collected about their donors - using your donor data to raise more money each year, regardless of what type of data tracking system you use!

    2B: Marketing & Social Media - Whats New? Christy Belden, Vice President, Media + Marketing, leapfroginteractiveLearn about the newest marketing and social media strategies for your nonprot and hear a recap of the biggest announcements of 2013 so far! We will look at case studies from other nonprots around the country and learn how to leverage their successes for your own good. We will also discuss some of the pitfalls with social media and how to overcome them. Bring your experiences for discussion.

    2C: Inuencing Public Policy Through Storytelling David L. Thompson, Vice President of Public Policy, National Council of NonprotsEectively told stories can trump data, campaign contributions, ignorance and apathy - whether the focus is on federal, state or local policy matters or national trends aecting nonprots. This interactive session focuses on gathering your nonprots stories of success, hardship and problem solving to shape opinion and motivate decision makers whether in government, business, or the nonprot community to become part of the solution.

    2D: Rock Solid Sponsorships Barbara Harrington, Sponsorship Network Plus Join one of KNNs most popular speakers for a fast-paced session to simplify your sponsorship sales with a hard look at your sponsorship platform. This session will discuss pricing/valuing sponsorships, shaping meaningful benets, landing face-to-face meetings and the rules for rock-solid follow up (without being annoying!). Well discuss case studies appropriate for sponsorship veterans and newcomers from any sized organization.

    2E: Financial Oversight for the Non-CPA Kristin McDonner, CPAMany nonprot board members may not have a strong nancial management background - but are still required to understand and oversee the organizations nances. Join Kristin to understand the basic questions all board members should ask and understand to fulll their duciary duties - even if you arent a CPA.

    3A: Clear, Bold Communication = Money Lori Jacobwith, featured presenterIn a challenging economy, how do you communicate so people will listen and understand what you need? How do you communicate so people will take action? If feeling is the ultimate tool of knowing, how do you cause people to feel something so they share their resources of time and nancial support? Loris session will help you shift your communication to create connections that endure and generate dollars. Learn new tips and strategies for leveraging the power of clear, bold communication.

    3B: Cloud Basics for Nonprots Mike Hardy, Vice President, SIS Managed Solution CenterWhat is the cloud and is a move to the cloud right for your nonprot? Cloud computing can help organizations maximize their IT operations eciently. To help your nonprot decide if the cloud is right for you, this session will discuss the basics of cloud computing, as well as the advantages and drawbacks of making the move.

    3C: News from the Capitols - Federal and State Challenges to Nonprots David L. Thompson, Vice President of Public Policy, National Council of NonprotsPublic policy is sometimes described as the process by which organizations can aect lasting change . . . and sometimes described in ways that cant be printed here! David makes a compelling case that, even when nonprots feel stretched too thin with day-to-day concerns to worry about other issues, understanding and engaging in public policy is critical to their missions and the nonprot sectors future. Learn about the most pressing nonprot sector issues at the state and federal level and how pre-emptive policy initiatives could be on their way to Kentucky.

    3D: Big Time Fundraising Tips for Small Development Shops Lee Ellen Martin, CFRE, Fundraising ConsultantWorried you dont have enough (or any) sta to focus on fund development? Join Lee Ellen Martin to learn many of the same tricks and strategies used by large development shops. Youll discuss practical steps you can take now even with limited resources.

    3E: Less is More: Board Minutes Done Right Tad Myre, Partner, Wyatt, Tarrant & CombsWhether youve been appointed Secretary of the Board or tasked with taking notes for a committee, preparing meeting minutes doesnt have to be an arduous task - but they are an important risk management tool. Attend this session to learn best practices for eective record-keeping of your organizations meetings.

    4A: KY Gives Day 2014! Kentucky Nonprot NetworkJoin KNN sta to learn about Kentuckys rst statewide day of online giving held April 24, 2013, including what we learned from these donors about their online giving preferences. Well also share plans for 2014 and how your nonprot can participate and make the most of this fundraising opportunity.

    4B: Healthcare Reform Update Presenter TBAHealthcare Reform implementation is on its way. Is your nonprot ready? We'll discuss how the new insurance marketplace will impact health insurance coverage for your sta, whats special in the law for small (under 50 employees) workplaces, what new paperwork/ documentation is required, and what you need to know about the small workplace tax credit.

    4C: Leading Your Nonprot Doesnt Have to Be Risky Business Ralph Coldiron, Energy Insurance AgencyThere is a great deal of risk involved in leading a nonprot, but there are ways to manage and minimize the risks. Join Ralph Coldiron to learn simple strategies for protecting your organization and your valued board members from unnecessary risk so you can focus on your mission and those you serve.

    4D: Getting to 100% Board Giving Lee Ellen Martin, CFRE, Fundraising ConsultantNearly everyone agrees that any boards goal should be to report 100% participation in nancial support of the organization. But how do you get there? And stay there? Board and sta members will want to join fundraising consultant Lee Ellen Martin for specic strategies for your organization to achieve this important goal. 4E: Sticky Situations: Applying Ethics to Your Work with Volunteers Katherine Campbell, Council for Certication in Volunteer Administration We all encounter situations involving ethical questions and issues. Join Katie to learn how to recognize an ethical issue, understand the dierence between personal and professional ethics and the ethical principles that apply to volunteer management. Practice a decision-making process for navigating real-life ethical dilemmas you face on the job.

    Session Three1:30 p.m. - 2:45 p.m.

    Session Four3:15 p.m. - 4:30 p.m.

    Please Remember! Return your registration form as soon as possible! Clinics and sessions are assigned on a rst-come, rst-served basis. The sooner we receive your registration, the better your chance to get your rst choices.

  • DirectionsLexington Convention Center is located at 430 West Vine Street in the heart of downtown Lexington. Lexington Convention Center is adjacent to the Hyatt and the home of Rupp Arena. For more specic directions, please visit www.lexingtoncenter.com.

    ParkingParking is available in the lot across from Lexington Convention Center and the Hyatt. Complimentary validation will be provided to Forum attendees at the registration desk.

    Reserve Your Room NowA block of rooms has been reserved at the Hyatt Regency Lexington, adjacent to Lexington Convention Center. The Kentucky Nonprot Leadership Forum rate of $124 per night will be available through September 23 on a rst-come, rst-served basis. The hotel can be reached at 1-800-233-1324. If you have any special assistance requests, please advise the Hyatt of the accommodations when making your reservations.

    CFRE Credit AvailableContinuing education credits are available for the 2013 Forum for those holding or seeking Certied Fund Raising Executive (CFRE) credentials.

    Take Advantage of Other Ways to Save!The registration form details savings opportunities including: advanced registration, multiple registrations and membership in the Kentucky Nonprot Network. Bring additional sta or board members and take advantage of the reduced registration fee for additional attendees. With four excellent Pre-Forum Clinics and twenty concurrent sessions that will not be repeated, you will be glad you brought additional folks along! Not a member? Take advantage of the reduced member registration fees by joining the Kentucky Nonprot Network when you submit your registration.

    What is the Kentucky Nonprot Network?The Kentucky Nonprot Network is a statewide association ofnonprots that serves, strengthens and advances Kentuckysnonprot community. Through educational and networkingopportunities, technical assistance and information sharing, KNN assists organizations in securing the resources and support necessary to eectively meet community needs. KNN was founded in 2002 as an outreach program of the University of Kentucky, most recently in the College of Agriculture, Food and Environment and received its 501 (c) 3, tax-exempt status in 2012.

    Registration InformationRegistration for the Kentucky Nonprot Leadership Forum and assignment of workshops is on a rst- come, rst-served basis. We encourage you to return the registration form as soon as possible to better your chance to get your rst choices. To qualify for discounted registration fees, you must submit payment and the registration form by September 30, 2013. Final payment deadline is October 11, 2013.

    Who Should Attend the Forum?Executive directors, board members, fund development sta, nance sta, program sta and other volunteers of nonprot organizations should attend the Forum. A variety of sessions are oered to accommodate diverse levels of experience.

    Cancellation PolicyRegister carefully, as there are no refunds for registration fees. Registrations may be transferred to another participant free of charge until October 11, 2013.

    Join the Nonprot Network & SAVE!Take advantage of the reduced member registration fees by joining the Kentucky Nonprot Network when you submit your registration. Membership for nonprot organizations is on a sliding-fee scale based on the organizations operating budget. Other memberships are also available, including those for foundations, businesses and individual members. More information is available at www.kynonprots.org/join.

    Nonprot Members Foundation MembersLess than $100,000 $55 (based on grants awarded annually)$100,000 - 249,999 $70 Less than $499,999 $200$250,000 - 499,999 $90 $500,000 - 999,999 $300$500,000 - 749,999 $130 $1 million - 1,999,999 $400$750,000 - 999,999 $165 $2 million or more $600$1,000,000 - 1,999,999 $200 $2,000,000 - 2,999,999 $275 Other Members$3,000,000 - 3,999,999 $350 Business $600$4,000,000 - 4,999,999 $425 Individual Consultant $200$5,000,000 - 9,999,999 $500 Individual Member $50$10 million or more $550 Student $20

    Scholarships AvailableA select number of full and partial scholarships to the Forum are available for rst-time Forum registrants and Nonprot Network members. Please visit www.kynonprots.org/forum for more information.

    General Information

  • Registration FormKentucky Nonprofit Leadership Forum

    October 22-23, 2013Lexington Convention Center - Lexington, KY

    Name:

    Zip:Address: City: State:Phone: Fax:Email: Website:

    Session One: 8:55 a.m. - 10:15 a.m.1A: Finding Powerful Stories to Ignite Your Donors1B: How Nonprot Professionals Should be Leveraging LinkedIn1C: Volunteer Involvement: Time to Refresh and Remodel?1D: The 10 Employment Mistakes Most Likely to Get Your Nonprot Sued

    Session Two: 10:45 a.m. - 12:00 p.m.2A: Detonating Data2B: Marketing & Social Media - Whats New?2C: Inuencing Public Policy Through Storytelling2D: Rock Solid Sponsorships

    Session Three: 1:30 p.m. - 2:45 p.m.3A: Clear, Bold Communication = Money3B: Cloud Basics for Nonprots3C: News from the Capitols - Federal and State Challenges to Nonprots3D: Big Time Fundraising Tips for Small Development Shops

    1E: Healthcare Reform Update 3E: Less is More: Board Minutes Done Right

    Session Four: 3:15 p.m. - 4:30 p.m.4A: KY Gives Day 2014!4B: Healthcare Reform Update4C: Leading Your Nonprot Doesnt Have to Be Risky Business4D: Getting to 100% Board Giving

    2E: Financial Oversight for the Non-CPA 4E: Sticky Situations: Applying Ethics to Your Work with Volunteers

    Fund Development Planning ClinicBoard Development ClinicPreparing Successful Grant Proposals

    Pre-Registration is required. The deadline for registration is October 11, 2013. The early registration deadline is September 30, 2013. Early registration fees will only apply if registration and payment are received on or before September 30, 2013. Registration fee for the Forum includes all sessions, continental breakfast and Awards Luncheon. Registration fee does not include hotel charges. Call the Hyatt 1-800-233-1234 for reservations.

    SAVE! On or Before 9/30/13 After 9/30/13 Member Non-Member Member Non-MemberPre-Forum Clinic Only $80 $125 $120 $165Pre-Forum Additional Registrant Clinic Only $60 $105 $100 $145Forum $120 $165 $160 $205Forum Additional Registrant $90 $135 $130 $175Forum & Pre-Forum Clinic $180 $270 $250 $340Forum & Pre-Forum Additional Registrant $130 $220 $200 $290Awards Luncheon Only $35 $45 $55 $65Awards Luncheon Table of 8 $235 $335 $235 $335

    Registration Fees

    Name (as it appears on card):

    Payment Information Visa MasterCard American Express Check Enclosed (Please make checks payable to the KY Nonprot Network) Card Number: Expiration Date:

    Signature:

    Please mail or fax registration forms to: Kentucky Nonprot Network, Inc.P.O. Box 22511Lexington, Kentucky 40522FAX (859) 323-2715Register and pay online at kynonprots.org/forum

    Pre-Forum Clinic Registration Only $Forum Registration (Includes Luncheon) $Forum Registration & Pre-Forum Clinic $Award Luncheon Only $KNN Membership $

    TOTAL $

    *Please use a separate form for each registrant. Online registration also available at www.kynonprofits.org/forum

    Title: Organization:

    Special Assistance (wheelchair access, etc.):Meal Requirements (vegetarian meal, food allergies, etc.):

    Forum, October 23:

    Please mark your choice for each session. Sessions are lled on a rst-come, rst-served basis. Space is limited in each session and PRE-REGISTRATION for sessions is REQUIRED by Friday, October 11. To assure your choice of sessions, please register early!

    Sharing Your Mission Powerfully with StorytellingPre-Forum Clinics, October 22, 10:00 a.m. - 4:00 p.m.:

    rumYes! I am attending the FREE Reception & Partner Spotlight.

    Reception & Partner Spotlight, October 22, 4:00 p.m. - 6:30 p.m.:

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    Kentucky Nonprot Network, Inc.P.O. Box 22511Lexington, Kentucky 40522

    kentucky nonprofit leadershipf rum2 0 1 3

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    Register Before September 30, 2013 and SAVE!Online Registration at www.kynonprots.org/forum

    Join us for these special events at the 2013 Forum!

    Reception & Partner SpotlightTuesday, October 224:00 - 6:30 p.m.*Free!

    2013 Nonprot Awards LuncheonWednesday, October 2312:00 p.m.

    Nonprot U.S. Postage

    Paid Permit 1

    Lexington KY

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