Transform Your Organization with Strategic Volunteer Engagement

Join us for a high-energy session focused on collaborative learning and driving change to more effectively engage the community and volunteers in delivering your organization’s mission. Attendees will quickly "hold up the mirror" and assess how their organization measures up against a research-backed framework of proven characteristics for strategic volunteer engagement.

Key Takeaways:

• Learn about the research-based 12 characteristics of a "Service Enterprise"
• Self-assess your organization's effectiveness in volunteer engagement
• Share best practices in volunteer management
• Understand the organizational cultural change model used to become a Service Enterprise

Resource: AL!VE SE Characteristics Activity Handout

Laurie Liles with AZ Impact for Good and Brandy Patrone with Goodman Schwartz Public Affairs, walks you though the basics in how a Bill becomes a law in Arizona

Laurie Liles with AZ Impact for Good and Emily Raymond with Goodman Schwartz Public Affairs go over the fundamentals of how to sign up and engage in the Request to Speak System (RTS).

Laurie Liles with AZ Impact for Good and Emily Raymond with Goodman Schwartz Public Affairs share pro tips for effective legislative communications.

Laurie Liles with AZ Impact for Good and Emily Raymond with Goodman Schwartz Public Affairs walk you through the Arizona Legislator website, www.azleg,gov and the resources it offers.

As a board member or executive director, your fiduciary responsibilities are critical to the financial health and success of your nonprofit. Join us for a dynamic session designed to deepen your understanding of the essential fiduciary duties that nonprofits and their boards must uphold to ensure accountability and drive meaningful change within our communities.

In this session, we’ll explore the fundamentals of what defines a nonprofit, the unique characteristics that set them apart, and the fiduciary oversight required to ensure their financial stability—especially within Arizona. We’ll also take a closer look at the nonprofit growth cycle, giving you a clear picture of how organizations evolve and what that means for your financial and strategic planning.

Most importantly, we’ll focus on the board of directors’ (or trustees’) fiduciary role, breaking down the key responsibilities of financial oversight, legal compliance, and accountability that every board should prioritize to ensure organizational success. You’ll walk away with actionable insights into how to fulfill your fiduciary duties, strengthen governance, and lead your organization with integrity and purpose.

Key Takeaways:

• Gain a deeper understanding of what defines a nonprofit and the fiduciary responsibilities that drive ethical financial management.
• Learn about the primary funding sources for Arizona nonprofits and strategies for maintaining financial sustainability.
• Explore the nonprofit growth cycle and how it informs your organization’s financial and strategic direction.
• Clarify the critical fiduciary roles and legal responsibilities of a nonprofit board of directors or trustees.
• Discover the key functions of an effective board and how they ensure compliance, transparency, and financial oversight.
• Learn strategies for governance and decision-making that will empower you to lead with financial accountability and impact.

Whether you are new to being a board member, are thinking about board service, or are a current board member seeking clarity on fiduciary responsibilities, this three-part series is designed to equip you with the knowledge and tools needed for exceptional nonprofit leadership.

In this session, we’ll dive into the key legal obligations of board members, including fiduciary duties, compliance with state and federal regulations, and the oversight required to maintain nonprofit status. We’ll also review the specific legal frameworks that apply to Arizona nonprofits, ensuring you have a clear understanding of the regulatory environment and how it affects your organization.

Additionally, we’ll break down the board of directors’ critical role in governance, emphasizing legal accountability, financial oversight, and risk management. This session will equip you with the knowledge to navigate the complexities of nonprofit governance with confidence and ensure that your board meets its legal obligations effectively.

Key Takeaways:

• Gain a deeper understanding of the legal definition of a nonprofit and the regulations that govern its operations.
• Learn about the fiduciary duties and legal responsibilities of nonprofit board members, including duty of care, loyalty, and obedience.
• Understand the specific legal requirements for Arizona nonprofits and how to ensure your organization remains in compliance.
• Explore the critical governance functions of a nonprofit board and how to fulfill your oversight and legal responsibilities effectively.
• Discover strategies for ensuring legal compliance and managing organizational risks.
• Walk away with actionable insights on how to lead your board with legal accountability and sound governance.

Whether you are new to board service, considering joining a board, or are an experienced board member seeking clarity on legal responsibilities, this three-part series will provide you with the tools and knowledge needed for effective and legally compliant nonprofit leadership.

Many employers continue grappling with navigating the unknown in today’s ever-changing work landscape. In this session, you will learn how to remain focused on delivering strong business outcomes while balancing the needs and expectations of employees by keeping them at the center of everything you do. 

You’ll also see that pay isn’t everything – hear about the many other ways you can invest in your employees and how that investment could directly impact the growth of your business. You’ll also hear about recent trends impacting the workplace and how to navigate decisions that are right for your unique organization. Don’t miss this opportunity to start thinking differently about how you can shape your employee experience. 

1.  Workforce Trends Challenges 
2.  4 Truths about Finding and Keeping Great Talent 
3. Actionable Takeaways

Kristin Russum: As the Director of Organizational Development at TriNet, Kristin supports small and medium-sized businesses (SMBs) to accelerate through change and achieve their strategic objectives. With over 15 years of experience in human resources and organizational development, Kristin has a proven track record of delivering data-driven solutions that enhance performance, engagement, and retention of talent across diverse industries and geographies.

Her core competencies include strategic workforce planning, talent management, building engagement, succession planning, training and development, employee relations, benefits design, policy development, and financial management. A certified Senior Professional in Human Resources (SPHR®) and a collaborative and influential consultant to senior executives and stakeholders on a variety of HR and business issues. Her passion is to proactively build and drive a culture of accountability and performance, while ensuring employees are appreciated and recognized for their contributions.  

Prior to joining TriNet HR Corporation, Kristin served as a director of Human Resources with rapid-growth B2B and B2C companies within the Financial Services, Manufacturing, Supply Chain, Technology, and wholesale industries. 

Kristin obtained her BS degree in Accounting and Economics from Louisiana Christian University.

Sarah Scott: Sarah is a Lead Org Development Consultant for TriNet based in Phoenix, Arizona.  In this role she enjoys collaborating with executives and HR leaders to assess their current state of people management, identify gaps and implement strategies to optimize employee and organizational excellence.

She has over 15 years’ experience in HR outsourcing focusing on human capital management and comprehensive employer services available within the PEO industry.

Sarah earned a BA degree in Industrial Relations from Rockhurst University and holds credentials as a Professional in Human Resources (PHR) and the Society for Human Resources Management as a Certified Professional (SHRM-CP).   

As a board member or executive director, your leadership is crucial to the success of your nonprofit. Join us for a dynamic session designed to deepen your understanding of the vital roles that nonprofits and their boards play in driving meaningful change within our communities.

In this session, we’ll explore the fundamentals of what defines a nonprofit, the unique characteristics that set them apart, and the various funding sources that sustain them—especially within Arizona. We’ll also take a closer look at the nonprofit growth cycle, giving you a clear picture of how organizations evolve and what that means for your strategic planning.

Most importantly, we’ll focus on the pivotal role of the board of directors (or trustees), breaking down the four key functions that every board should prioritize to ensure organizational success. You’ll walk away with actionable insights into effective governance, fundraising strategies, and how to lead your organization with purpose and impact.

Key Takeaways:

• Learn about the board's role in fundraising and strategies for increasing donor engagement and financial sustainability.
• Gain a deeper understanding of what defines a nonprofit and the unique traits that drive their mission.
• Explore the primary funding sources for Arizona nonprofits and strategies for financial sustainability.
• Examine the nonprofit growth cycle and how it informs your organization’s strategic direction.
• Clarify the critical roles and legal responsibilities of a nonprofit board of directors or trustees.
• Discover the four essential functions of an effective nonprofit board and how they contribute to organizational success.
• Learn key strategies for governance and decision-making that will empower you to lead with confidence and impact.

Whether you are new to being a board member, are thinking about board service, or are a current board member seeking clarity on boardroom responsibilities, this three-part series is designed to equip you with the knowledge and tools needed for exceptional nonprofit leadership.

Leadership Transitions explores the journey an organization takes from the point that a change is announced until the beginning of new leadership. It provides information, opportunities for reflection, and tools related to the key chapters of a leadership transition: 

• What To Know 
• People 
• Be Ready 
• Plan  
• Transition 

You will notice that people are at the center of the leadership transition cycle. You will see that this is not a linear process that ends once an executive is hired. Every transition starts the cycle again with a reminder to be ready… to invest in the capacity of the organization to lead through a future transition. 

 Who should take this course:  

This resource was designed for the people leading organizations (aka board members) experiencing transition, not necessarily the leaders transitioning in or out or the staff members being impacted by transition. Our focus is on the needs and realities of small and medium-sized organizations, though larger organizations may find the resources helpful too. We seek to demystify the process and lead you to other resources that fill in any gaps. Through it all, we are cheering you on!  

NOTE: Leadership Transitions includes high-level information about leadership transitions. It is for general use and not for the specific characteristics of an individual organization or person. We encourage you to consult with an appropriate professional if you need information that goes beyond the scope of this guide. 

Reasons Why You Would Take This Program Course:  

In a nutshell, every nonprofit organization will experience a leadership change and the best way to navigate this change is to be as prepared for it as possible and have a plan in place for when, not if, that leadership will change. Sometimes leadership changes are planned, but often they are not planned, or they happen quickly. Having a transition plan in place for these changes will ensure your organization and board aren’t scrambling to determine what the next steps should be.  

Cost:  

Non-Members $75 

Program Support: 

This guide was created with support from Vitalyst Health Foundation