Spring 2013 Course Catalog - Bayer Center - Robert Morris University
Spring 2013 Course Catalog - Bayer Center - Robert Morris University
Spring 2013 Course Catalog - Bayer Center - Robert Morris University
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DoDD 5136.13, September 30, <strong>2013</strong>b. Manages and executes the Defense Health Program (DHP) appropriation and DoDMilitary Health System (MHS) funding from the Medicare Eligible Retiree Health Care Fund, asdirected by the Assistant Secretary of Defense for Health Affairs (ASD(HA)).c. Supports coordinated management of enhanced multi-Service markets to create andsustain a cost-effective, coordinated, and high-quality health care system in those areasdesignated in the table of Enclosure 2.d. Exercises management responsibility for shared services, functions, and activities of theMHS and its common business and clinical processes, as directed by the ASD(HA).e. Exercises authority, direction, and control over medical treatment facilities (MTFs) withinthe National Capital Region (NCR) that are assigned to the DHA.f. Supports the effective execution of the DoD medical mission.4. ORGANIZATION AND MANAGEMENTa. The DHA is established as a Defense Agency, in accordance with sections 191 and 192 ofReference (a), under the authority, direction, and control of the Under Secretary of Defense forPersonnel and Readiness (USD(P&R)), through the ASD(HA).b. The DHA is designated a combat support agency (CSA), in accordance with section 193of Reference (a) and DoDD 3000.06 (Reference (d). This designation applies to that portion ofthe DHA mission involving support for operating forces engaged in planning for, or conducting,military operations, including support during conflict or in the conduct of other military activitiesrelated to countering threats to U.S. national security. This portion of the DHA mission isfocused on providing support to echelons at the Combatant Command level and below.c. The DHA consists of:(1) A Director, who is recommended by and reports to the ASD(HA). Unless otherwisedetermined by the Secretary of Defense, the Director, DHA, is appointed in accordance withsection 601 of Reference (a) as a general or flag officer in the grade of Lieutenant General orVice Admiral and published on the Joint Duty Assignment List (JDAL) in accordance with DoDInstruction (DoDI) 1300.19 (Reference (e)).(2) The NCR Directorate, whose mission is to manage an integrated health care deliverysystem within the NCR and exercise authority, direction, and control over assigned MTFs.(a) The position of Director, NCR Directorate, will be filled by a general or flagofficer in the grade of Major General or Rear Admiral and published on the JDAL.2
THE BAYER CENTER FORNONPROFIT MANAGEMENTat <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>Not like anybody else.We’re part of a university. We live the nonprofit life. We give you the time you need…These are the things that set us apart, and are why thousands of organizations have cometo trust the <strong>Bayer</strong> <strong>Center</strong> for Nonprofit Management at <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong> as acomprehensive resource for education, consulting, coaching, research, and hands-onsolutions for every aspect of nonprofit management.Every one of our solutions is a custom solution.At the <strong>Bayer</strong> <strong>Center</strong>, we build a stronger community by helping to build stronger, moreknowledgeable nonprofits. We do this through collaboration, patience and relationships…combined with decades upon decades of diverse success experience.Our approach to education is to stay on top of what’s happening in the sector, plan for what’sgoing to happen, listen to you, and offer the ever-adapting menu of classes you see describedin this catalog.Our approach to consulting and coaching is, when time permits and circumstances warrant,to enter into a process that builds mutual trust and respect and long-lasting results. Andwhen time doesn’t permit, to help you deal with crisis in the instant and on the ground.Our approach to thought leadership is to leverage our role as a <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong> <strong>Center</strong>of Excellence, and to listen to you – through conversations, surveys, research, and communitygatherings – to bring together the best thinking on how our sector can most effectively enhanceour community.Your reality is our reality.Organizations on the front line need realistic solutions. Sometimes that means taking a class.Sometimes it means an in-depth planning process. And sometimes it may mean figuring outhow to keep the doors open next month.In twelve years of service to the nonprofit community, the <strong>Bayer</strong> <strong>Center</strong> has completed over1,000 consulting engagements and educated over 6,500 students. Our consulting clients includehuman service, arts, faith-based, community development, environmental and educationorganizations with budgets ranging from $100,000 or less to more than $50,000,000. Ourintensive and customized Management, Governance, Financial and Technology consultingservices are designed to educate leaders and have resulted in:• Higher functioning governing Boards• Enhanced financial planning and management• Increased partnerships and strategic alliances• More effective approaches to fundraising• Better informed, evidence-based decisionsfor future directions• More capable nonprofit leaders andorganizations• Effective management information systems• Heightened brand awareness• Prudent software choices and website design• A strategic approach to decision-makingIn short, at the <strong>Bayer</strong> <strong>Center</strong>, we work with you: To provide effective and practical managementand governance tools, information, education and research that strengthen nonprofit missions andmultiply all investments of time, talent and money in regional nonprofit organizations.EXECUTIVECOACHINGIt doesn’t have to be lonely at the top…Not if you have a professional coach there with you.<strong>Bayer</strong> <strong>Center</strong> coaches have all been trained inInternational Coach Federation approvedprograms, representing the highest standardsof coaching ethics and excellence. Morethan just a sympathetic ear, our coaches can helpyou be more effective at:• Managing others• Managing yourself• Managing change• Balancing the demands of your professionaland private lives• In short…being more effective at work and playCoaches don’t tell you what to do; they help youdraw on your own natural wisdom to makebetter decisions from a place of clarity andconfidence.Coaching can provide you with targeted supportin making difficult choices as you identify whatis most vital to your organization’s mission.In short, coaching can help you achieve one ofthe most precious gifts of all – a more effectiveorganization and a peaceful night’s sleep!For more information on affordable individual orpeer-to-peer group coaching at the <strong>Bayer</strong> <strong>Center</strong>,please contact Scott Leff, Associate Director, at412-397-6006 or leff@rmu.edu.“ My coach provided a sounding board for ideasand concerns, made me think further ahead thanI normally do, and increased my confidence inareas where I was not so sure of myself.~ Roy Kraynyk, Director of Land Protection”Allegheny Land Trust“ Thank you. You’re watching a life change rightbefore your eyes. ”~ Jeffrey Dorsey, Executive DirectorUnion Project1
8 Bagels and Bytes, Westmoreland16 Managing Your Workload withFree Tech Tools22 Getting Started with MicrosoftSharePoint24 iPad Basics25 <strong>2013</strong> Leadership Breakfast30 Next Up…Board Officer!31 Awesome iPad Apps You Can Use2 Boards and Fundraising3 Bagels and BytesSemi-Automatic Social MediaBeginner Blogging Basics5 Discovery Series: ESC Fair10 Creating a Fundraising Strategy11 Boardsmanship Basics16 DIY Software Requirementsand Analysis17 The Science (and the Art) ofBeing the BEST Trainer!18 iPad Basics23 Intro to ExcelIntermediate Excel24 Praises With or Without Raises25 Awesome iPad Apps You Can Use1 Discovery Series: Coaching5 Becoming a Supervisor6 Bagels and BytesEquitable Employee Compensation7 Planned Giving: The Basics12 Understanding Retirement13 Writing for the Web andSocial Media14 Effective PresentationsPowerPoint Skills and Secrets19 Presenting to a Funder20 HR Roundtable26 Board Diversity:Easier Said than Done!27 Getting Your Feet Wet:New Board Member Training28 Planned Giving: Beyond the Basics1 Bagels and BytesBuilding Media Allies3 Discovery Series: Tech Planning7 Event Tactics, Timeline andTargets! Oh my!8 Demystifying FinancialStatements9 Choosing or Changing YourFundraising Software14 Bagels and Bytes, WestmorelandCommunity Outreach and ImageCultivation in the Digital Era15 Every Number Tells a StoryHR Roundtable16 Get Your Stories Straight21 Supporting Staff After Exposureto Traumatic Incidents22 QuickBooks from Scratch23 Nonprofit Banjo Night!29 QuickBooks from Scratch30 74% Summer CelebrationLuncheon1 Discovery Series: Using theWage and Benefit Survey4 Boardroom Dancing5 Mass Appeal: ComparingBulk Email Tools6 Bagels and BytesLast Daisy Petal Standing?Your Marketing Mix!7 Free-Range Data12 Bagels and Bytes, WestmorelandThe Cost of Conflict13 The 10 Most Common HRMistakes Nonprofits Make14 Presentation Visuals that Work(Webinar)15 Presentation Visuals that Work(Webinar)20 Beginning Web Design withWordPress21 Beginning Web Design withWordPress26 Who Is Taking Over? DevelopingYour Next Generation of Leaders27 Beyond Posting: Social MediaSecurity, Ethics and ManagementICONSThroughout this catalog, you’ll find various icons.These icons point you to the courses you’ve told usyou need, and they’ll help you plan your semesterat the <strong>Bayer</strong> <strong>Center</strong>.They include:F Fundraising M Marketing HR Human Resources3
DISCOVERY SERIESRemember when you were a kid and you made a new discovery and how exciting thatwas? Well, move over Ponce de Leon, because the <strong>Bayer</strong> <strong>Center</strong>’s new Discover Seriesis your fountain of youth. In these free(!) sessions, come learn about some of the trulyexciting opportunities the <strong>Bayer</strong> <strong>Center</strong> has to offer and discover how they can enhanceyour professional effectiveness and personal satisfaction.Discovery Series:CoachingFriday, Feb. 1 from 8 – 9 a.m.Why does almost everyone who goesthrough professional coaching recommend itto all their friends? In this discovery session,you’ll find out. Come get a better understandingof what coaching is and actually see it inaction as one lucky volunteer works with aprofessional coach to begin uncovering thesolution to some thorny challenge rightbefore your eyes.Instructor: Scott Leff, <strong>Bayer</strong> <strong>Center</strong>Fee: FREE, but registration is requiredDiscovery Series:Using the Wageand Benefit SurveyFriday, March 1 from 8 – 9 a.m.Those who have used the informationprovided in previous Wage & BenefitSurveys have been enthusiastic about theirability to influence their Board’s thinking onmatters of pay equity for staff – some evenreport getting a raise themselves! But somefail to reap these benefits because they findthe document impenetrable. Good news! Ifyou are one of those and would like a primeron how to use the <strong>2013</strong> survey to analyzeyour organization’s competitiveness in thenonprofit marketplace, please join us for thissession on Using the Wage & Benefit Survey.We’ll look at a sample agency and plot theirstaff salaries and also allow time for yourspecific questions.Instructor: Peggy <strong>Morris</strong>on Outon,<strong>Bayer</strong> <strong>Center</strong>Fee: FREE, but registration is required< HRDiscovery Series:ESC FairFriday, April 5 from 8 – 9 a.m.ESC Management volunteers come from avariety of backgrounds – corporate, highereducation, nonprofit, some are retired, someare working; but all have this in common:They are highly skilled, highly dedicatedvolunteers who understand the realities ofnonprofits, and want to help people withtheir management challenges. At the ESCFair, you’ll receive a free one hour clinic withESC consultants in the areas of finance,HR employee handbook reviews, HR advice,bylaws, organizational development, or staffdevelopment. In addition to the tailoredassistance, you’ll meet a group of caring,professional advisors who are ready to serve!Instructors: ESC VolunteersFee: FREE, but registration is requiredDiscovery Series:Technology PlanningFriday, May 3 from 8 – 9 a.m.Planning for technology helps an organizationavoid a piecemeal or “hit and miss” approachthat can end up costing more in time anddollars than intended. In this session, we’lldiscuss the process of technology planning,including areas of consideration andassessment, planning timeframe and peopleto involve.Instructor: Cindy Leonard, <strong>Bayer</strong> <strong>Center</strong>Fee: FREE, but registration is required<strong>2013</strong>LEADERSHIPBREAKFAST< HRFriday, Jan. 25 from 8 – 10 a.m.Retirement is a big, scary word for mostpeople. For long-time nonprofit employees,many of whom have been chronicallyunder-paid, it is particularly challenging.Our continued research in the 74% projecthas exposed the urgency around helpingdedicated nonprofit staff better understandtheir choices with their retirement funds –and how to ameliorate the effects of toolittle money saved. Please join us as welearn from Cindy Hounsell, President ofthe Women’s Institute for a SecureRetirement (WISER), who has devoted thelast 25 years to helping women protecttheir financial futures with better strategiesfor retirement income.The program will also include the resultsof the <strong>2013</strong> Wage & Benefit Surveypresented by BCNM Executive Director,Peggy <strong>Morris</strong>on Outon. Please join us asthis presentation has never failed to bea valuable discussion.Sponsors:• <strong>Bayer</strong> USA Foundation (74% sponsor)• Eden Hall Foundation (74% sponsor)• Horovitz Rudoy and Roteman(Leadership Breakfast and 74% sponsor)• The United Way of Allegheny County(Wage and Benefit Survey sponsor since 2000)Fee: $25 (Free for Wage and BenefitSurvey participants and members of the74% Kitchen Cabinet)Location: The Rivers Club, 301 GrantStreet #411 Pittsburgh, PA 15219Cindy Hounsell has agreed to be aresource for a workshop on retirementstrategies to immediately follow theLeadership Breakfast. Please join usfor more and deeper information onretirement and its financial challenges.4
Exploring the lives of women leaders in nonprofit organizationsWomen comprise a great majority of thenonprofit workforce in SouthwesternPennsylvania. In fact, 74% of thoseworking in the regional nonprofit sectorare female. Approximately 225,000 ofthose 300,000 employed in nonprofits inAllegheny and surrounding counties arewomen. But wage equity is not a realityfor most women working in regionalnonprofit organizations.Through generous support from theEden Hall Foundation and <strong>Bayer</strong> USAFoundation, the <strong>Bayer</strong> <strong>Center</strong> forNonprofit Management at <strong>Robert</strong><strong>Morris</strong> <strong>University</strong> is leading on behalfof women in the nonprofit workforcethrough research and education topromote change in this picture. A“Kitchen Cabinet” consisting of over160 leaders from the private, publicand nonprofit sectors has been formedto guide new research efforts on thelives of women in nonprofits, to askhard, relevant questions, and to distillknowledge into action. And we intendto engage the power of 74% to dojust that.In order to continue to pursue our multifacetedresearch on this topic througheducation, we offer these classes andothers which will speak to the on theground reality faced by both womenand men in the nonprofit sector.Equitable EmployeeCompensationWednesday, Feb. 6 from 9 a.m. – noonAre you satisfied with your salary and wagescales? Are they competitive and internallyequitable? This program will take you fromthe basics of developing accurate jobdescriptions, through job evaluations, marketpricing of jobs and ultimately to establishingand maintaining equitable pay scales. It willalso cover determining individual pay ratesand linking pay to individual andorganizational performance.Instructor: Ray Frankoski; ESC VolunteerFee: $65 ($55 if paid online)Understanding RetirementTuesday, Feb. 12 from 9 a.m. – noonSound retirement planning involves a rangeof economic and tax considerations. In thisoverview class, we’ll cover the differentconsiderations for both individuals andemployers including:• Different types of retirement vehiclesavailable to both individuals and employers• Which plans offer the best tax and othereconomic advantages• How social security, health care and otherinsurance products affect retirement• If any type of income tax planning now andin the future will affect moneys availablefor retirement• Types of estate planning ideas that can beincorporated into future retirement plansInstructor: Paul Block, ParenteBeard LLCFee: $65 ($55 if paid online)Who Is Taking Over?Developing Your NextGeneration of Leaders< HR < HR< HRTuesday, March 26 from 9 a.m. – noonMany nonprofits are facing a change of guardin leadership. In addition, the demands placedon nonprofit leadership are ever changing.What assurances exist that the next crop ofleaders will be ready to assume the ranksof responsibility in growing your nonprofittowards the fulfillment of your mission?This workshop will provide a systematicprocess to identify the key elements of whatmakes a great leader for your nonprofit,where leaders come from within theorganization and how best to develop themso they will have the skills and competenciesto assume the role when their day arrives.Instructors: Richard Citrin, Citrin Consulting;Michael Couch, Michael Couch and AssociatesFee: $65 ($55 if paid online)74% SummerCelebration LuncheonThursday, May 30 from noon – 2 p.m.You are cordially invited to join us as were-convene to discuss new findings in ourongoing research project, “74%: Exploringthe Lives of Women Leaders in NonprofitOrganizations.” We have conducted focusgroups, surveys and over 50 interviews andhave found some interesting research thatwe would like to test with your ownexperiences. Join us for lunch while wecontinue to work on becoming a communitymovement and make some noise!Fee: $20 to cover the direct cost of lunch< HRUnited Way and <strong>Bayer</strong> <strong>Center</strong> ResourcesThe Wage and Benefit Survey of Southwestern Pennsylvania NonprofitOrganizations is a crucial tool for filling out the 990. You can access this free resouceunder the “Agencies” tab at unitedwaypittsburgh.org.5FFundraising M Marketing HR Human Resources
WELCOME TOOUR OFFICES!Can you guesswhich officebelongs towhich BCNMteam member?You'll have topay us a visitand find out ifyou guessedcorrectly!
NONPROFIT MANAGEMENTWhat isn’t nonprofit management?At the <strong>Bayer</strong> <strong>Center</strong>, we view nonprofitmanagement as a holistic quilt thatweaves together diverse and mutuallysupporting skills from governance tofundraising to financial analysis totechnology to marketing to formingpartnerships and alliances… the listgoes on and on. Put them all togetherand what you have is a strategicapproach to decision-making thataccounts for human needs andorganizational sustainability. Thefollowing classes will help you learnthe techniques; our coaching andconsulting services will help you putthem into practice.Some of the ways we assistorganizations are:• Performing comprehensiveorganizational assessments• Facilitating inclusive planningprocesses that adapt to an evolvingdefinition of needs identified in thecourse of planning• Recommending and exploringopportunities for partnerships andcollaborations• Creating fund development plansthat reflect donor realities• Researching and performingenvironmental scans that clarifythe organization’s position within itsservice and competitive landscape• Offering professional coaching tononprofit leadersFor information about <strong>Bayer</strong> <strong>Center</strong>Management Consulting and Coaching,call 412-397-6000.Becoming a SupervisorTuesday, Feb. 5 from 9 a.m. – 4 p.m.Learn key strategies for building a productiveteam by developing appropriate boundaries,enhancing your skills for delivering bad news,giving and receiving feedback, dealing withconflict, and communicating with staff withdifferent personality types based on yourown style of leadership. We’ll look at theadvantages and skills of using a coachingperspective when working to improveperformance or to encourage your bestteam member. You will be asked to bringreal challenges you’re facing for targetedapplication. This class is geared to newmanagers – especially those going from peerto supervisor!Instructors: Wendy Hardman, ESCVolunteer; Alice Warfield; PNC BankFee: $125 ($115 if paid online) and includeslunchEffective PresentationsThursday, Feb. 14 from 9 a.m. – noonA narrative that lacks a human touch or alack of audience interaction can contributeto wandering attention. We’ll focus onplanning and executing a presentation tomaximize your audience’s level of knowledgeand interest in your topic and discuss theoptimal blend of facts and stories that willmake your presentations memorable. Stickaround for the afternoon session on how touse PowerPoint to make those newly improvedpresentations sing!Instructor: Jeff Forster, <strong>Bayer</strong> <strong>Center</strong>Fee: $65 ($55 if paid online) OR$50 when taken with “PowerPoint Skillsand Secrets” on page 8 (includes lunch)< HR< F MPlanned Giving: The BasicsThursday, Feb. 7 from 9 a.m. – noonFundraisers are often paralyzed by fear ofthe technical and legal details of plannedgifts and leery of talking to donors about agift that involves their death. This sessionoffers simple ways to incorporate plannedgiving into your fundraising programimmediately. Learn why planned giving isimportant for every development programand how planned giving can improve donorrelationships and increase dollars raised –even during tough economic times.Participants will leave this session armedwith the information and inspiration toconvince themselves, as well as their bossesand Boards that they are ready to start.A useful follow-up to this class is PlannedGiving: Beyond the Basics.Instructor: Maureen Mahoney Hill, CFREFee: $65 ($55 if paid online) OR$115 ($100 if paid online) for both classesPlanned Giving:Beyond the BasicsThursday, Feb. 28 from 9 a.m. – noonAre you and your Board ready to movebeyond bequests? In this session, we’llexplore more complex types of plannedgifts including charitable gift annuitiesand charitable trusts, and we’ll learn howpartnering with allied professionals in thecommunity can expand your planned givingprogram. We’ll dig into your donor baseto identify potential planned giving donorsand learn to match particular gift optionswith the needs of your donors. This courseis designed as a companion course to thesession, Planned Giving: The Basics.Instructor: Maureen Mahoney Hill, CFREFee: $65 ($55 if paid online) OR$115 ($100 if paid online) for both classes
NONPROFIT MANAGEMENT CONTINUEDPowerPoint Skillsand SecretsThursday, Feb. 14 from 1 – 4 p.m.The morning’s Effective Presentations classoffers a general context about how to use(and not to use) PowerPoint; this session willteach skills in alignment with that bestpracticecontext. We’ll get down to the nittygritty of techniques for optimally using anexisting PowerPoint presentation and howto create and edit PowerPoint files. In thishands-on class, you’ll learn how to addcharts, graphics, photos and media clipsin PowerPoint. You’ll also learn aboutformatting, using the different viewsavailable in PowerPoint and how to animateand transition between slides.Instructor: Jeff Forster, <strong>Bayer</strong> <strong>Center</strong>Fee: $65 ($55 if paid online) OR$50 when taken with “Effective Presentations”on page 7 (includes lunch)Presenting to a Funder< F MTuesday, Feb. 19 from 9 a.m. – noonAlthough presentations of any kind can makeus nervous, presenting to a funder creates aspecial kind of anxiety. That’s all the morereason to hone material (what you’re goingto say, your packaging, your visuals and thedocuments you’ll leave with the funder) formaximum impact. This class will drill downfrom general principles about presentingeffectively to focus on presenting effectivelywhen enlisting investment support from afunder.Instructors: Peggy Outon and Jeff Forster,<strong>Bayer</strong> <strong>Center</strong>Fee: $65 ($55 if paid online)
Who Is Taking Over?Developing Your NextGeneration of LeadersTuesday, March 26 from 9 a.m. – noonMany nonprofits are facing a change ofguard in leadership. In addition, thedemands placed on nonprofit leadershipare ever changing. What assurances existthat the next crop of leaders will be readyto assume the ranks of responsibility ingrowing your nonprofit towards thefulfillment of your mission? This workshopwill provide a systematic process to identifythe key elements of what makes a greatleader for your nonprofit, where leaderscome from within the organization and howbest to develop them so they will have theskills and competencies to assume the rolewhen their day arrives.Instructors: Richard Citrin, CitrinConsulting; Michael Couch, Michael Couchand AssociatesFee: $65 ($55 if paid online)Boards and FundraisingTuesday, April 2 from 9 a.m. – noonA frequent complaint about nonprofit Boardsis that they are not active enough in fundraising.What is the root of this problem, andhow can we put in place a process to solveit? This seminar will challenge you to thinkin new ways about the roles of Board andstaff members and how they can workeffectively together to raise more funds. Itwill be led by an executive director who hasnearly 30 years of experience in partneringwith Board members around this issue. Thissession is open to both staff and Boardmembers, but is most effective when anagency can send both. Bring your questions,and expect a lively discussion.Instructor: Don Block, Greater PittsburghLiteracy CouncilFee: $65 ($55 if paid online)Creating aFundraising StrategyWednesday, April 10 from 1 – 4 p.m.Most nonprofits’ fundraising strategies canbe summed up in one of two ways: “It’sthe way we’ve always done it,” or “We’reforever holding out a tin cup.” Charitablerevenues are the lifeblood of our missions.We wouldn’t approach any other aspectof our work the same way. What are bestpractices in fundraising that the mostsuccessful nonprofits know and consistentlyuse? How does what your agency is doingstack up? Come to this class with yourorganizational budget and currentfundraising methods and leave with anoutline of a true strategy to guide yourfuture successful fundraising efforts.Instructor: Dave Brewton, DRB CommunityDevelopment ConsultingFee: $65 ($55 if paid online)SAVE THE DATE!Thursday, May 23 isNonprofit Banjo Night!Start your Memorial Day weekend offwith a TWANG! with a night of live music,nonprofit games, the infamous “Wheelof Swag”, dinner, a (cheap!) cash bar, andgood times to boot! The “surprisingly hip”Pittsburgh Banjo Club (as deemed by PopCity) plays music that is classic Americana– Dixieland and Pop from the 20s and 30s,as well as the occasional polka. Dancingand singing along is highly encouraged.Don’t miss this <strong>Bayer</strong> <strong>Center</strong> fundraiser atthe Allegheny Elks Lodge #339 on the NorthSide – just a short walk from downtown!The Science (and the Art)of Being the BEST Trainer!< HR < F< HR
NONPROFIT MANAGEMENT CONTINUEDBuilding Media AlliesWednesday, May 1 from 9 – 11 a.m.Every nonprofit needs the media to get itsmessage out. Nonprofit leaders requireinsight into that world. Join three Pittsburghmedia writers and editors who are longtimefriends of our nonprofit community as theydiscuss techniques for creating andmaintaining those valuable relationships.We’ll have plenty of time for Q & A.Instructors: Lulu Orr, <strong>Bayer</strong> <strong>Center</strong>; TracyCerto, Pop City; Bill Zlatos, PittsburghTribune-Review; Joyce Gannon, PittsburghPost-GazetteFee: $40 ($30 if paid online)Event Tactics, Timelineand Targets! Oh my!Tuesday, May 7 from 9 a.m. – noonDid someone just tell you “you have goodideas and you are organized! You should bein charge of the Gala!” Gulp! Planning anorganizational event or meeting takesdiligent preparation and time management.Skills everyone possesses, right? So, why doevents wildly vary? Dive into real-worldtactics, timelines and targets to steer yourevent, fundraiser or retreat to success. Thisfun, interactive seminar will get yourcreative ideas flowing. Use some powerfulyet simple principles to tackle this task, onethat is often “not in your job description.”Instructor: Yvonne Hudson, New PlaceCollaborations, LLCFee: $65 ($55 if paid online)Choosing or Changing YourFundraising SoftwareThursday, May 9 from 9 – 11 a.m.Don’t make a mistake! Choose fundraisingsoftware that’s right for your organization.We help you figure out what you really needand what you can do without. Then we pointyou in a direction that won’t break the bankor your database.Instructor: Jeff Forster, <strong>Bayer</strong> <strong>Center</strong>Fee: $40 ($30 if paid online)Get Your Stories StraightThursday, May 16 from 9 a.m. – noonArm yourself and your staff with thematerial that will come in handy when it’stime to introduce people to your missionand story. This workshop will help you craftyour tagline, one-sentence overview, anemblematic story you can tell in 15 minutesand a more detailed half-hour presentationthat is sure to make sure your audienceremembers what you want them toremember.Instructor: Jeff Forster, <strong>Bayer</strong> <strong>Center</strong>Fee: $65 ($55 if paid online)Supporting Staff AfterExposure to Traumatic Incidents< M< F< HR
NONPROFIT MANAGEMENT CLINICSStorytelling Clinic60-minute sessions available by appointmentStories that capture the essence of yourorganization’s mission can be powerful toolsfor enlisting support. If you know that yourorganization does great work but you lackthose two or three stories that help to explainit to outsiders, come work on your storieswith one-on-one structured help. Althoughstorytelling is a creative act, all good storieshave specific ingredients. An outsider toserve as guide and first audience can honeyour stories into compelling tools in yourcommunication strategy. Note: This clinic –unlike the others – may be done by phone iftravel proves inconvenient.Instructor: Jeff Forster, <strong>Bayer</strong> <strong>Center</strong>Fee: $50 per hourPinpoint Planning Clinic60-minute sessions available by appointmentTired of spending too much time and preciousresources trying to figure out how best toimprove your nonprofit? Consider usingPinPoint Planning , a tailored and time-limitedapproach that provides quick analysis of criticaloperations in the following areas: finances andfinancial management, fundraising, humanresources, legal issues, governance andtechnology.Each PinPoint Planning tool is a type of auditthat will take organizations about an hour tocomplete. It provides executives and Boardswith concrete information about practice gapsso that they can focus resources on specificareas needing improvement instead of acomplete overhaul.Organizations receive an internal assessmentto complete and return. The <strong>Bayer</strong> <strong>Center</strong> willassign an ESC volunteer from the relevantfield to review your materials and then meetwith you for a working session. After yourface-to-face meeting, you’ll receive a reportcontaining a number of concrete, actionablesuggestions to enhance your current operations.This program was developed by the <strong>Bayer</strong> <strong>Center</strong>for Nonprofit Management in partnership withthe United Way of Allegheny County.Instructors: ESC VolunteersFee: $50 per hour< F MEmerging Organizations Clinic60-minute sessions available by appointmentThinking of starting a nonprofit? We’ll give youone-on-one guidance with the next steps –whether it is more research, looking intofiscal sponsorship, or reviewing an exemptionapplication. We’ll guide you through differentoptions and the decision-making process.Instructors: ESC VolunteersFee: $50 per hour (Due to the complexity ofthis topic, a 2-hour minimum is required.)Employee Handbook Clinic60-minute sessions available by appointmentIs your employee handbook up to date? Doesit include all the vital elements? Does itswording comply with wage and hour laws? Isit truly the employee information source thatyou would like it to be? We can help you getthe answers to these questions and help you tomodify and update your employee handbookas needed. During the clinic, we will do acomplete review of your handbook and pointout the sections that are missing or requirerevisions.Instructor: Ray Frankoski, ESC VolunteerFee: $50 per hour (Due to the complexity ofthis topic, a 2-hour minimum is required)HR Clinic60-minute sessions available by appointmentDo your HR policies need updating? Isexpansion requiring more staff and more newjob descriptions? Are you facing layoffs, or doyou have a pregnant staffer and no maternitypolicy? We can help you with these and otherissues including:• Creating better performance appraisals• Improving employee relations• Restructuring benefits and compensationThe session is for any staff person withHR oversight. Bring your materials includingemployee handbook, performance appraisalform, and anything else HR-related to yourappointment.Instructor: Ray Frankoski, ESC VolunteerFee: $50 per hour11< HR< HRAsk an Attorney Clinic60-minute sessions available by appointmentRemember the good old days? Things wereeasier, less transparent, with fewer surprises.Now you have reason to be nervous aboutsigning that lease. What does that insurancepolicy really cover? Are your personnelpractices a lawsuit waiting to happen? Takeadvantage of affordable, one-hour consultationsat LawLinks’ Ask an Attorney clinics. Meetone-on-one with an attorney and discusslegal issues that concern you, like:• Confusing “legalese” and contract terms• Employment law and whether yourorganization’s policies and proceduresare compliant• Protecting your organization againstlawsuits• Trademark and copyright protectionInstructor: VariesFee: $50 per hourMarketing Clinic60-minute sessions available by appointmentIn this clinic, we’ll review your currentmarketing strategy and materials, and give youadvice about where you should focus yourenergy to align with your mission, customers,and needs.Instructor: Dorothy Hufford, ESC VolunteerFee: $50 per hourPresentation Clinic60-minute sessions available by appointmentThere is always room to improve the visualsthat we use to aid our presentations. Getone-on-one help to make that presentationsing. Clinic can be used for step-by-stepinstruction on particular techniques (e.g.,formatting, animation, incorporating media)or to workshop an existing presentation forways to punch up its informative andpersuasive power.Instructor: Jeff Forster, <strong>Bayer</strong> <strong>Center</strong>Fee: $50 per hourF Fundraising M Marketing HR Human Resources
FOR NONPROFITSWhat is BoardsWork!?BoardsWork! (BW!) is a program of the <strong>Bayer</strong> <strong>Center</strong> for Nonprofit Management (BCNM) through which nonprofits receive a customized assessment,Board retreat, and access to a pool of skilled and eager Board prospects from local businesses and corporations who have been trained in all aspectsof good governance. The program is focused on the practical and appropriate, with the retreat tailored to the needs of each individual nonprofitBoard.Why do I need BoardsWork!?Strong Boards build strong nonprofits...BoardsWork! builds strong Boards.An organization achieves its best when it is supported by skilledand enthusiastic Board members who bring energy and fresh ideasand enhance your Board’s portfolio and skillset.BoardsWork! specializes in…Enhancing technical skillsSharpening strategic thinkingUnderstanding succession planningCoaching on Board/staff roles and responsibilitiesStreamlining policiesHoning bylawsIncreasing fundraising revenuesBoardsWork! is an excellent value for your hard earned funds!Your benefits include…A custom assessment resulting in a Board retreat planned andfacilitated by BCNMA focused retreat to meet the needs of your Board's developmentMatching your nonprofit with fully trained Board members fromyour local business communityListing as a BW! Award Agency in a report to local funders andin the Pittsburgh Business TimesUse of the BW! Award seal on your fundraising, grant, marketingand communication materialsPeriodic convenings of BW! Award winnersDiscounts for current Board members on all BCNM classesWhere does it all happen?You tell us! The retreat can be here at the <strong>Bayer</strong> <strong>Center</strong> downtown,at your facility, or at an offsite location.When should I take advantageof BoardsWork!?NOW. BoardsWork! already has a pool of trained, enthusiasticmembers from American Eagle, <strong>Bayer</strong> Corporation and Huntington Bankwaiting to serve on your Board. BoardsWork! is ready to customize theretreat for your nonprofit. Our first group in the Board matching pool istalented, skilled – and ready to serve!How do I join BoardsWork!?Contact Program Director Lulu Orr at boardswork@rmu.edu or412-397-6012 to send you a BoardsWork! Request for Services form, orto answer any questions you may have. The cost is only $1,000 for yourcustomized retreat, right to use the BoardsWork! Award seal, and toenter the matching pool, then $250 annually to remain a BoardsWork!Award Agency and stay in the matching pool. Partial scholarships maybe available for organizations who qualify. Flexible payment terms arealso available.Start earning your BoardsWork! AwardTODAY!13
Good governance is core to everyorganization’s effectiveness andresults. As an enhancement to ourBoardsWork! program to train andmatch skilled Board members withBoardsWork! Award agencies, weare offering this slate of governanceclasses. Attend these classes togetherand smooth the road for your sharedjourney.Next Up…Board Officer!Wednesday, Jan. 30 from 9 a.m. – noonLearn from a current Board chair who willtell it like it really is as we answer questionssuch as:• What are the Board officer positions?• Who should fill them?• How do you encourage a Board memberto become an officer?• What makes an effective Board officer?If you are considering a Board officerposition or looking for ways to encourage acurrent Board member to take a leadershiprole on the Board, this class is for you!Instructor: Paul Block, ParenteBeard LLCFee: $65 ($55 if paid online)Board Diversity:Easier Said than Done!Tuesday, Feb. 26 from 1 – 4 p.m.Developing a diverse Board of Directors issometimes easier said than done, however,it is critical to the sustainability of anyorganization. This workshop is designedto provide nonprofit organizations withinformation on how to effectively addressinclusion when developing a strong Boardof Directors. This session will discussconsiderations for this process includingimplementation of trainings, policies,practices and recruitment strategies.Instructor: Dina Clark, YWCA of GreaterPittsburghFee: $65 ($55 if paid online)Getting Your Feet Wet:New Board Member TrainingWednesday, Feb. 27 from 1 – 4 p.m.You’re a Board member now (or thinking ofbecoming one), so now what? The first fewBoard meetings can feel intimidating, but onlyif you let them! Finding out what, who andwhen to ask questions at those first fewBoard meetings from the <strong>Bayer</strong> <strong>Center</strong>’sBoardsWork! Director will make your new roleas a Board member all it can and should be.Instructor: Lulu Orr, <strong>Bayer</strong> <strong>Center</strong>Fee: $65 ($55 if paid online)< HRBoardroom DancingMonday, March 4 from noon – 2 p.m.Executive Directors – do you know howto get the best out of your Board?Board members – do you know how to getthe best out of your Executive Director?Let’s talk! Join us for a casual and intimateconversation over lunch at the <strong>Bayer</strong> <strong>Center</strong>about how you can both work with and forone another to create a solid foundation foryour nonprofit. After all…clear communicationis the key to a healthy team. Open tononprofit executives or Board members, butmost effective if your agency can send both!Instructors: Peggy <strong>Morris</strong>on Outon andLulu Orr, <strong>Bayer</strong> <strong>Center</strong>Fee: $40 ($30 if paid online) and includes lunchBoardsmanship BasicsThursday, April 11 from 1 – 3 p.m.While this class is called “basics,” we’reinvested in seeing that Boards are highfunctioning engines of opportunity for theirnonprofits. We’ll provide an overview ofeffective nonprofit governance including roleclarity, what is expected of the Board byeach other as well as the IRS and fundingcommunities, how best to compose a new orrevitalized Board, statement of expectations,and Board evaluation.Instructor: Peggy <strong>Morris</strong>on Outon,<strong>Bayer</strong> <strong>Center</strong>Fee: $40 ($30 if paid online)Bylaws Clinic60-minute sessions available by appointmentBylaws are important in directing the Board and the organization. Due to recentchanges in the 990 legislation, many nonprofits’ bylaws are not in compliance withbest practices. During this clinic, we will review your bylaws, give you suggestionsfor improvements, and guide you on how to discuss these with your Board.Instructor: Sue McLaughlin, ESC VolunteerFee: $50 per hour (Due to the complexity of this topic, a 2-hour minimum is required.)14
FINANCEIf numbers were your favorite thing,you probably wouldn’t have gone intononprofits. But finance doesn’t haveto be scary, and it doesn’t have to behard. The <strong>Bayer</strong> <strong>Center</strong>’s focus in ourfinancial consulting and classes isalways on the practical. We’re prettygood with the numbers, but we’velost count of how many clients havetold us that we made accountingunderstandable for the first time.Whether we’re with you in a3-hour class or working as yourconsultant, our goal is to help you useyour finances as a tool for managing yourorganization and delivering your servicesmore effectively. Clarity is our business.Some of the ways we assistorganizations are:• Analyzing financial performanceratios to identify areas of concernand aid in management decisions• Clarifying cost allocations todetermine how individual programscontribute to the bottom line orrequire subsidization• Educating Boards on what to monitorin financial reports and how tointerpret the data• Considering financial issues instrategic decision-makingFor information about BCNM FinancialConsulting, call 412-397-6000.Planned Giving:The BasicsThursday, Feb. 7 from 9 a.m. – noonFundraisers are often paralyzed by fear ofthe technical and legal details of plannedgifts and leery of talking to donors about agift that involves their death. This sessionoffers simple ways to incorporate plannedgiving into your fundraising programimmediately. Learn why planned giving isimportant for every development programand how planned giving can improve donorrelationships and increase dollars raised –even during tough economic times.Participants will leave this session armedwith the information and inspiration toconvince themselves, as well as their bossesand Boards that they are ready to start.A useful follow-up to this class is PlannedGiving: Beyond the Basics.Instructor: Maureen Mahoney Hill, CFREFee: $65 ($55 if paid online) OR$115 ($100 if paid online) for both classesPlanned Giving:Beyond the BasicsThursday, Feb. 28 from 9 a.m. – noonAre you and your Board ready to movebeyond bequests? In this session, we’llexplore more complex types of plannedgifts including charitable gift annuitiesand charitable trusts, and we’ll learn howpartnering with allied professionals in thecommunity can expand your planned givingprogram. We’ll dig into your donor base toidentify potential planned giving donors andlearn to match particular gift options withthe needs of your donors. This course isdesigned as a companion course to thesession, Planned Giving: The Basics.Instructor: Maureen Mahoney Hill, CFREFee: $65 ($55 if paid online) OR$115 ($100 if paid online) for both classes
FINANCE CONTINUEDEvery Number Tells a StoryWednesday, May 15 from 9 a.m. – noonThere is a message in the maze of mystery.The numbers in your financial statementstalk to each other, and if you know how tolisten, they’ll tell you some very valuablestories. Bring your latest audit or internalfinancial statements and a calculator to thishighly interactive session. You’ll work withyour own numbers and leave with easy-tousetechniques for turning financial reportsinto decision-making tools.(Prerequisite: Demystifying FinancialStatements or instructor’s approval.)Instructors: Scott Leff and Garrett Cooper,<strong>Bayer</strong> <strong>Center</strong>Fee: $65 ($55 if paid online)Prepping for an Audit Clinic60-minute sessions available by appointmentQuickBooks from ScratchWednesdays, May 22 and 29from 9 a.m. – noonIf you’re the financial manager or bookkeeperof a small nonprofit, QuickBooks is yoursolution for keeping track of all things fiscal.We teach you how to:• Create a chart of accounts• Track program, administrative andfundraising costs• Monitor restricted grants• Input your budget• Create and access reports• Input donor information…and much more!This class is intentionally small and handson, so bring lots of questions and we’llanswer them!Instructor: Garrett Cooper, <strong>Bayer</strong> <strong>Center</strong>Fee: $125 ($115 if paid online)Do the words “financial audit” make the hair on the back of your neck rise? Work with oneof our volunteers to help make sure you’re tracking your finances well, walk through theaudit process, and gather required documentation long before the auditors arrive.Instructor: John Eichenlaub, ESC VolunteerFee: $50 per hour (Due to the complexity of this topic, a 2-hour minimum is required.)Financial Wellness PackageYou asked, and we listened. Howdo you know the right level of cashreserves? How can you createfinancial reports that are efficient,understandable, and help your Boardmembers focus on what’s importantfor them? Is your financial modelsustainable?The <strong>Bayer</strong> <strong>Center</strong> has looked at all ofthese issues and more to come upwith a Financial Wellness Packagefor management and governance.A full Package will provide yournonprofit with:• A financial assessment that looksat key indicators and evaluateswhether you are at financial risk• An analysis of financialperformance that considers currentperformance along with trendsover time• A colorful and simple FinancialDashboard built around thequestions that are important toyou so management and Boardmembers can assess financialperformance at a glance• A set of targeted questions to helpBoard members identify theinformation they need to overseefinancial performance• A presentation and training for theBoard to use and understand thefinancial assessment and theWellness Package toolsContact the <strong>Bayer</strong> <strong>Center</strong>’s AssociateDirector, Scott Leff, at 412-397-6006to set up an appointment to learnmore about how the FinancialWellness Package can enhance yourorganization’s financial managementand governance.16FFundraising M Marketing HR Human Resources
"Jeff Forster's legendary PowerPoint presentations are going to look incredibleon our new Smartboards. See them for yourself at "Effective Presentations" and"PowerPoint Skills and Secrets" listed on pages 7 and 8."
TECHNOLOGYToday more than ever nonprofits needto use technology wisely to staycompetitive, prove effectiveness andcommunicate with constituents. The<strong>Bayer</strong> <strong>Center</strong>’s tech consultants havea broad and deep knowledge of thetechnology issues challengingnonprofits. Whether in your office orin our classroom, we speak English,not Geek, so that you can understandthe entire process. If you need a newwebsite, can’t figure out whatfundraising software to buy, want yourown database, or just feel like chillingout at Access Camp, you’ll find that oursupport is always real, never virtual.Some of the ways we assistorganizations are:• Assessing the state of technologybeing used and helping to prioritizeimprovements• Developing technology plans toenhance long-term impact• Creating social media plans andstrategies• Building and improving databases thattrack key organizational information• Providing custom training onsoftware applications at the <strong>Bayer</strong><strong>Center</strong> or on-site• Planning and developing websites• Supporting sound technologydecisions – projects have included:software selection, vendor RFPdevelopment and selection, policyand procedure development,development of staff job descriptions,and hiring of IT staffFor information about <strong>Bayer</strong> <strong>Center</strong>Technology Consulting, call412-397-6000.Bagels and BytesJoin your nonprofit techie colleagues for anew season of this popular gathering. Wecontinue our discussion of managing andmaintaining your IT. If you’re responsible foryour nonprofit’s technology challenges,you’re someone we want to know! Visithttp://tinyurl.com/bcnmbagelsandbytes formore information.Allegheny (Cost $10)• Wednesday, Feb. 6 from 8:30 – 10 a.m.at The Children’s Museum of Pittsburgh(North Shore)• Wednesday, March 6 from 8:30 – 10 a.m.at The Children’s Museum of Pittsburgh(North Shore)• Wednesday, April 3 from 8:30 – 10 a.m.at the Frick Art and Historical <strong>Center</strong>(Point Breeze)• Wednesday, May 1 from 8:30 – 10 a.m.at the Frick Art and Historical <strong>Center</strong>(Point Breeze)R.S.V.P. to Shelby Gracey atgracey@rmu.edu or 412-397-6000.Westmoreland(Breakfast cost is individual responsibility)• Tuesday, Jan. 8 from 8 – 9:30 a.m.at YWCA of Westmoreland County(Greensburg)• Tuesday, March 12 from 8 – 9:30 a.m.at YWCA of Westmoreland County(Greensburg)• Tuesday, May 14 from 8 – 9:30 a.m.at YWCA of Westmoreland County(Greensburg)R.S.V.P. to Gina McGrath atginam@ywcawestmoreland.orgor 724-834-9390 x107.Managing Your Workloadwith Free Tech ToolsWednesday, Jan. 16 from 9 a.m. – 4 p.m.Get a fresh start in the New Year byreclaiming your workload and your life!Personal organization is a skill that can belearned, just like swimming or riding a bike.In this class, you’ll learn hands-on about freetechnology tools and tips to get organized,increase productivity and decrease stress.Instructor: Cindy Leonard, <strong>Bayer</strong> <strong>Center</strong>Fee: $125 ($115 if paid online)Getting Started with MicrosoftSharePointTuesday, Jan. 22 from 9 a.m. – noonYou’ve heard people rave about SharePoint,but can your nonprofit use it? Discover whatSharePoint is meant to do for organizations,the versions available, where to get themand the equipment needed to run them.Learn how to plan your SharePoint site,identify who should be included, and howto build excitement in others about what itcan do. You’ll also learn popular featuressuch as record management and versioning,flexibility of views, social network tools andhow to connect to SharePoint from Officefor seamless use.Instructor: Michelle Hines, UCP/CLASSFee: $65 ($55 if paid online)iPad BasicsThursday, Jan. 24 OR Thursday, April 18from 9 a.m. – noonHave you just gotten an iPad, but haven’tdone much beyond surfing the Web? In thisclass, we’ll cover iPad with iOS 6 basics andwalk you through the various configurationsettings. Students should plan to bring aniPad 2, 3 or Mini to class.Note: Only iPad and iOS will be covered in thisclass. Call the <strong>Bayer</strong> <strong>Center</strong> if you need a one-ononeclinic for Android or other types of devices.Instructor: Cindy Leonard, <strong>Bayer</strong> <strong>Center</strong>Fee: $65 ($55 if paid online) per session18
Awesome iPad Apps YouCan UseThursday, Jan. 31 OR Thursday, April 25from 9 a.m. – 4 p.m.So many apps, so little time! In this class,you’ll learn about the Apps Store and how tofind useful, interesting and fun apps forproductivity, communications and more.We’ll teach you how to download, installand configure apps and how to uninstallthem if you change your mind later. We’ll goover the basics of using some of the morepopular apps and give you plenty of time forguided experimentation. Students shouldplan to bring an iPad 2, 3 or Mini to class.Note: Only iPad and iOS will be covered in thisclass. Call the <strong>Bayer</strong> <strong>Center</strong> if you need a one-ononeclinic for Android or other types of devices.Instructor: Cindy Leonard, <strong>Bayer</strong> <strong>Center</strong>Fee: $125 ($115 if paid online) per sessionWriting for the Weband Social MediaWednesday, Feb. 13 from 9 a.m. – 4 p.m.Writing content for your website or socialmedia channels is very different from othertypes of communications, in large part dueto the way people read online. Most of yourwritten materials must be altered for use ona web page or social media site in order tomake them readable and usable. In this class,learn how to improve your written websiteand social media content, increase yoursites’ usability, and leverage your websiteand social media as communication tools.Instructor: Cindy Leonard, <strong>Bayer</strong> <strong>Center</strong>Fee: $125 ($115 if paid online)
TECHNOLOGY CONTINUEDBeginning Web Designwith WordPressWednesday and Thursday March 20 – 21from 9 a.m. – 4 p.m.Are you a website novice who needs toknow how to design a basic website thatworks? WordPress is a website contentmanagement system that is great forbuilding and managing websites, even forbeginners. In this two-day, hands-on class,we will build an entire small website fromstart to finish. Nonprofit staff withoutprevious web design experience and webdesign staff who want to learn WordPressare welcome.Instructor: Cindy Leonard, <strong>Bayer</strong> <strong>Center</strong>Fee: $250 ($220 if paid online) and includeslunch both daysBeyond Posting:Social Media, Security,Ethics and ManagementWednesday, March 27 from 9 a.m. – 4 p.m.This course is for those who know thebasics of Social Media and are lookingto take that next step in tightening theirsecurity, strengthening their online ethics,and nurturing user and staff engagement,as well as what to post, how to post, andhow often to post. Participants of this classwill learn the importance of a transparentonline presence while remaining true to theirorganizational values. We will cover whichtools are right for your organization fromFacebook, Twitter, LinkedIn, google+,Pinterest, and Youtube. Learn how to set upthe appropriate security for their needs andengage leadership, staff, and constituents.This course will be interactive and hands-on.After this course, attendees will be able tonavigate the social media realm withconfidence and post with the best of themfor high returns!Instructor: Kelly Uzzo, PaceFee: $125 ($115 if paid online) and includeslunch
TECHNOLOGY CLINICSAndroid Clinic60-minute sessions available by appointmentDo you have an Android phone or tablet, buthaven’t done much with it yet? Get one-ononehelp on using the Android operatingsystem, configuring your phone anddownloading/installing apps.Instructor: Cindy Leonard, <strong>Bayer</strong> <strong>Center</strong>Fee: $50 per hourDoes Your Website Work?60-minute sessions available by appointmentYour website may seem just fine to you, butmaybe it’s time you had an outsider’s take onit. Sit down with our website expert as sheprovides an honest (and kind) assessment ofyour site and recommends changes that mayimprove it.Instructor: Cindy Leonard, <strong>Bayer</strong> <strong>Center</strong>Fee: $50 per hourNow What?:A Clinic on Access Databases< M60-minute sessions available by appointmentStruggling with an Access database thatcame with the job and doesn’t make sense toyou? Have you built a database that’s growncompletely out of control? Bring a copy ofthat problematic database, and we’ll help youmake sense of it. Our database guru will:• Examine and assess its structure andfunctionality• Recommend whether to scrap it and startover, buy something off-the-shelf, or cleanit up and continue to use it• Build in some specific tracking and searchfeatures if you decide to keep using itFor intermediate to advanced Access users.Instructor: Jeff Forster, <strong>Bayer</strong> <strong>Center</strong>Fee: $50 per hour (Due to the complexity ofthis topic, a 2-hour minimum is required)Dreamweaver/WordPress Clinic60-minute sessions available by appointmentHave a great idea for a website but no ideahow to do it? Bring those Dreamweaverchallenges and questions to our maven, andwe’ll help you create the site of your dreams!This problem-specific clinic is for all levels ofcurrent Dreamweaver users.Instructor: Cindy Leonard, <strong>Bayer</strong> <strong>Center</strong>Fee: $50 per hourExcel/Spreadsheet Clinic60-minute sessions available by appointmentOther people work magic with spreadsheets;so can you! For complete beginners toadvanced users with specific questions, thisclinic is your opportunity to become the Excelmagician you’ve always wanted to be! We’llteach you handy tricks of the trade that savetime and effort:• Write time-saving formulas so that younever have to hand-tally again• Read formulas in existing spreadsheetsand follow those crazy links• Format your spreadsheets for readability• Use spreadsheets to dynamically analyzescenariosBring your questions – or even better –a spreadsheet you want to improve.Instructor: Jeff Forster, <strong>Bayer</strong> <strong>Center</strong>Fee: $50 per hourCustom Training
Letter from theASSOCIATE DIRECTORWho are you? No, don’t dismiss this question. It’s vitally important. Way down there,at the core of your organization’s soul, who really, really are you?...When he became interested in nonprofits, the 20th century management guru, Peter Drucker,devised a set of five questions that every NPO should ask itself. The first of these is:What is our mission?Well, Drucker caught on, and today, most nonprofits ask themselves at some point oranother: What is our mission? But when you ask yourself that question, do you really,really ask it?Far too often, the mission discussion becomes one of form more than substance. Does themission have to be just one sentence long? Does it even have to be a sentence? Should itstart with the organization’s name or with the word “to?”Or, in many cases, organizations end up with beauty pageant contestant missionstatements: We want to achieve world peace… or end hunger… or do everything goodfor everybody all over the planet – You know what I mean. Chances are you’ve seen acouple of these; hopefully, you don’t have one.The point of the mission statement question, though, is to get to the essence of what it isthat you’re hoping to accomplish and from that to derive a focus that enables you to makestrategic decisions. Here’s an example.Suppose that you are an organization that deals with homelessness. Your core goal – thething that gives you your reason for opening your doors – could be ending homelessnessin your city. Or, your core goal could be providing shelter so that every homeless personin your city has a warm, safe place to sleep at night. These are equally valuable andworthwhile missions, but they are vastly different.With the first mission, you may decide to focus exclusively on research and advocacy, anddeliver no direct services. In that case, if someone offered to donate a building to you, agood strategic decision probably would be to turn it down. However, if the second missionwere your core focus, then acquiring a building might become your major strategicinitiative.This is a very simple example for illustration purposes, and, in reality, an organizationcould have both of these objectives as its mission. The point is that a clear answer to themission question is essential for any nonprofit. Board and staff need to know what you’rethere for, and then you need to test that mission with research and with your stakeholders.Actually, thousands of years before Peter Drucker, Socrates latched on to this point whenhe advised: Know thyself. It’s really, really important that you really do.Scott B. LeffAssociate Director22
STAFF BIOSPeggy <strong>Morris</strong>on Outon is the foundingExecutive Director of the <strong>Bayer</strong> <strong>Center</strong> forNonprofit Management at <strong>Robert</strong> <strong>Morris</strong><strong>University</strong>. She is also the founding Director ofthe <strong>Center</strong>s for Effective Nonprofit Managementin Austin, Texas, and New Orleans, and thefounding Board Chair of the Alliance forNonprofit Management. A nationally notedconsultant and trainer, Peggy has worked withmore than 700 nonprofit clients. She served asfounding member of the Drucker Foundation’sinternational training team and as a trainer.She has been an active community volunteer,serving on 33 community Boards and countlesscommittees. In August 2006, she was namedto the national Nonprofit Times Top 50 forPower and Influence and has been recognizedlocally by several organizations, including theGirls Scouts and Pittsburgh City Council.Scott B. Leff is Associate Director of the <strong>Bayer</strong><strong>Center</strong> for Nonprofit Management at <strong>Robert</strong><strong>Morris</strong> <strong>University</strong>. He spent more than 25 yearsas a senior-level business executive, entrepreneur,consultant to nonprofits, and Board member. Hisexpertise is in strategic, financial, sustainabilityand business planning, marketing, socialenterprise, mergers and alliances, organizationaldevelopment, and executive management.Having served on more than 20 nonprofitBoards, he is currently secretary/treasurer ofthe Mattress Factory art museum. Scott has anM.S. degree from Carnegie Mellon <strong>University</strong>,is a graduate of Leadership Pittsburgh, and isan ICF-approved trained Professional Coach.Garrett Cooper is Consultant and Researcherat the <strong>Bayer</strong> <strong>Center</strong> for Nonprofit Managementat <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>. Garrett holds abachelor’s and master’s degree in Finance fromthe <strong>University</strong> of Maryland and spent five yearsbuilding expertise in strategic management,corporate finance, financial analysis, andaccounting concepts. Garrett is a Pittsburgh-Literacy AmeriCorps alum and a volunteermentor for Big Brothers & Big Sisters. He isa Board member of the Union Project and isfinishing a second master’s degree in nonprofitmanagement from <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>.Jeff Forster is Senior Consultant at the <strong>Bayer</strong><strong>Center</strong> for Nonprofit Management at <strong>Robert</strong><strong>Morris</strong> <strong>University</strong>. For over a decade, Jeff hasassisted a variety of nonprofit organizations inthe Pittsburgh area, specializing in technology,presentations and storytelling. He holds amaster’s degree in public policy andmanagement from Carnegie Mellon <strong>University</strong>and a bachelor’s degree from Yale <strong>University</strong>.He serves on the Alumni Schools Committeeand is president of the Board of the Yale Clubof Pittsburgh and serves on the StewardshipCommittee at Church of the Ascension, Oakland.Shelby Gracey is Office Coordinator at the<strong>Bayer</strong> <strong>Center</strong> for Nonprofit Management,responsible for keeping the center’s officefunctions flowing smoothly. After receiving anA.S. from Lake-Sumter Community College aswell as certification as a professional secretary,she went on to work in healthcare publicrelations, word processing and computersupport. Shelby is also Organist and Directorof Music at Sunset Hills United PresbyterianChurch (where her husband is pastor) where shecoordinates and plays music for church services,directs the adult, children’s, youth, and handbellchoirs, and teaches music for the Youth Club.Cindy Leonard is Senior Manager, TechnologyProgram for the <strong>Bayer</strong> <strong>Center</strong> for NonprofitManagement at <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>.She has been helping nonprofits to leveragetechnology since 1999. Cindy facilitates Bagels& Bytes meetings, organizes the <strong>Bayer</strong> <strong>Center</strong>’sannual TechNow conference, and writes themonthly e-newsletter TechNotes, all whilespending most of her time consulting with andteaching technology-related classes to localnonprofits. She has presented at conferencesfor a variety of national, state and localorganizations. Cindy holds a B.S. in computerscience, an M.B.A. and a M.Ed. in instructionaldesign technology, all from Seton Hill <strong>University</strong>.Lulu Orr is Program Director of BoardsWork!at the <strong>Bayer</strong> <strong>Center</strong> for Nonprofit Managementat <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>. As Founder andExecutive Director of the Good Grief <strong>Center</strong>for Bereavement Support, she worked fromthe ground up in creating and running thatorganization for 10 years. Creating a Boardof Advisors which transitioned into a Board ofDirectors, Lulu knows first-hand the importanceof an educated and engaged Board. Shecurrently serves on the Board of Hekima Placeand Allegheny Cemetery and is an active memberof the professional advisory boards of ForbesHospice and Helping Hands Healing Hearts.Carrie Richards is Marketing Manager at the<strong>Bayer</strong> <strong>Center</strong> for Nonprofit Management at<strong>Robert</strong> <strong>Morris</strong> <strong>University</strong> where she developsand markets BCNM’s educational programs andprovides nonprofit event planning services. ANorth Side resident and proud owner of arescued pit bull, she is an officer at theAllegheny Elks Lodge #339 and serves on thedevelopment committee of the Saxifrage School.Carrie earned a degree in youth ministry fromEastern <strong>University</strong>, completed a master’s degreein nonprofit management and is currentlypursuing a second master’s degree in humanresources, both from <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>.Carrie Tancraitor is Consultant and Researcherat the <strong>Bayer</strong> <strong>Center</strong> for Nonprofit Managementat <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>, responsible for thecollection and analysis of customer, demographic,and survey data. She also contributes originalresearch to the 74% Project which explores thelives of women in the nonprofit sector. ASchreyer’s Scholar at The Pennsylvania State<strong>University</strong>, Carrie earned her degree incommunications. She holds a master’s degreein public administration from the <strong>University</strong> ofDelaware. In addition to being an active Boardmember and volunteer, Carrie is a marathonerand the proud parent to a tail-less shelter cat,Rocky.Yvonne Van Haitsma has been a Consultantat the <strong>Bayer</strong> <strong>Center</strong> for Nonprofit Managementat <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong> since 2000 and isthe ESC Program Director. She has 14 yearsof experience consulting with nonprofitorganizations in collaboration development,strategic planning, Board development, andexecutive transitions locally and in El Salvadorand Ecuador. Yvonne earned her master’s incommunity organizing and nonprofitmanagement at the <strong>University</strong> of Pittsburgh.She has consulted with many organizations,including the Girl Scouts of WesternPennsylvania, the Women and Girls Foundation,Pediatric Palliative Care Coalition, Fayette CountyConservation District, Metro Family HealthPractice, YouthWorks, Inc, etc.23
INSTRUCTOR BIOSLynette Asson, principal of New PlaceCollaborations, is an events and marketingmaven who creates powerful marketingstrategies for businesses and nonprofits.She produces events ranging from intimatereceptions to large convention center shows.Lynette worked as national production managerfor the International Beauty Show. Her expertiseincludes adult learning, artist relations, andtrade show management for internationalcorporations Goldwell/KMS, Wella, and Redken.This johannes factotum happily retuned toPittsburgh where she has worked with manylocal nonprofits and corporations.Cheryl Ann Bean is the President of CompassBusiness Solutions, Inc., (since 1994) whereshe offers creative energy and business acumenin guiding organizations through developmentof human resources processes, systems andpeople. She has led and implemented projectsencompassing the full cycle of business andworkforce development, including strategicdevelopment, policies, compensation andbenefits, performance management, trainingand development, and talent acquisition.Cheryl’s clients range from start-up organizationsto Fortune 500s in a wide-range of industries.She holds a master’s degree from Saint Francis<strong>University</strong> in Human Resources and a bachelor’sdegree from Pennsylvania State <strong>University</strong>.Don Block is Executive Director of GreaterPittsburgh Literacy Council (GPLC) where he hasworked since 1984. He has extensive experiencein working with Boards and fundraising,including capital campaigns. At GPLC, privategiving has increased significantly in the pastfew years thanks to the close partnershipbetween staff and Board. Under his leadership,GPLC received the Wishart Award for Excellencein Nonprofit Management and he was honoredas the Outstanding Administrator of AdultEducation in the nation. Don holds a master’sdegree from Indiana <strong>University</strong>, Bloomington,and has served in the Peace Corps.Paul Block, CPA/JD, is the Senior Managerof Tax Services for Parente Beard LLC with over30 years’ experience. He earned a JD fromDuquesne <strong>University</strong> School of Law, a MS intaxation from <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>, anMBA in Accounting and is a certified CPA. Hisvolunteer resume is equally extensive, servingon the boards of Animal Rescue League, BachChoir of Pittsburgh, Consumer Health Coalition,and the Persad <strong>Center</strong> as well as on fivenonprofit finance committees including theAllegheny County Library Association, Gatewayto the Arts, Dreams of Hope, POWER and theSociety for Middle-Ear Disease.Julie Boyce-Kuna is the Director ofDevelopment and Marketing at Southwinds,Inc., a nonprofit that provides group homes toadults with intellectual and developmentalchallenges. She is responsible for creating andimplementing an annual strategic developmentplan where she has exceeded fundraising goalsfor the last two years, managing special eventsincluding an annual golf outing and participationin the Highmark Walk for a Healthy Communityand increasing public visibility through socialmedia. Julie has a bachelor of science in humandevelopment and family studies from ThePennsylvania State <strong>University</strong> and a master ofscience in nonprofit management from Carlow<strong>University</strong>.Dave Brewton is a native of Pittsburgh witha 30-year career working with faith-basednonprofits, including Breachmenders, Inc., theEast Liberty Family Health Care <strong>Center</strong>, and theCoalition for Christian Outreach. In these roleshe has worked with leaders and has led effortsto raise tens of millions of dollars fromindividuals, churches, foundations, government,and other entities – he understands all of theaspects of a diversified fundraising strategy.Currently, Dave is Principal in his own new firm,“DRB Community Development Consulting.”John Carman owns Avenue Design Studios,a boutique communication design firm with afocus on social media branding and marketing.In 2005, John helped create and co-produceone of the first podcasts online, and in 2006he became involved with the PodCamp socialmedia un-conferences. He met his first socialmedia client at PodCamp Pittsburgh, andlaunched Avenue Design Studios in 2007 to helpother clients optimize their website and socialmedia communications. In 2009, John co-foundedAJAX Street, a software development company,which was part of the AlphaLab startupaccelerator program.Tracy Certo is founding editor and publisherof Pop City. Former editor of AIA Pittsburgh’sColumns magazine with her own writing andmarketing business, she has written abouttopics ranging from architecture and urbandesign to sustainability and economicdevelopment. A twotime boomeranger, shereturned to Pittsburgh from Los Angeles whereshe worked in national media sales, with postgradstudies in writing and photography atUCLA. In June, 2009 she traveled to Turin, Italyand Essen, Germany as part of a GermanMarshall Fund trip to study the revitalization ofthe two regions that, like Pittsburgh, were nearlyfelled by single-industry decline.Richard Citrin, Ph.D., MBA, is passionateabout helping individuals and organizationsidentify and use their best talents to achievesuccess using his skills as a psychologist,corporate executive, and entrepreneur to assistclients to create unique solutions to botheveryday and complex challenges. His clientsinclude both profit and nonprofit entities such asThe Greater Pittsburgh Community Food Bank,Adelphoi, Family Resources, LeadershipPittsburgh, The <strong>University</strong> of Pittsburgh,LANXESS, FedEx and many others. Richard isactive in the community serving on the Boardsof the Kelly-Strayhorn Theater, Allegheny HealthChoices, Community Day School as well as thePlanning Commission of O’Hara Township.Michael Couch has made a career out ofimproving the performance of organizations,both as a business executive and as the ownerof Michael Couch & Associates. His uniquebackground in manufacturing operations,business unit management, human resourcesand organization effectiveness allows him towear many hats and collaborate with peoplethroughout a company to build strategy-capableorganizations. Michael is the President of theHR Leadership Forum of Western PA and aBoard Member of the Pittsburgh HR Association.He is certified as a Human Capital Strategist bythe Human Capital Institute and was selectedfor the 2012 Talent Management MagazineHuman Capital Executive Research Board.24
Dina Clark is the Director of the <strong>Center</strong>for Race and Gender Equity at the YWCA,downtown Pittsburgh. Previously, she wasthe first Executive Director of the WesternPennsylvania Diversity Initiative. Dina wasnamed one of Pittsburgh’s 40 under 40 byPittsburgh Magazine and received the “Womenof Excellence” award from the Pittsburgh Courier.She is a graduate of Leadership Pittsburgh Inc.(Class XXIII), and serves on several boards andadvisory committees including the AlleghenyRegional Asset District, the Pittsburgh PiratesDiversity Committee, WQED Multimedia,Sustainable Pittsburgh, and the Pittsburgh HumanResource Association. Dina is currently pursuinga master’s degree at Duquesne <strong>University</strong>, witha concentration on global leadership.John E. Eichenlaub has been a volunteer withExecutive Service Corps since 2000 where hehas participated in a number of financial planning,accounting and budgeting projects. He retiredafter spending the last 14 years of his careeras Controller and CFO of Community College ofAllegheny County. His work experience (whichincludes 7 years as a manager in the consultingpractice of Price Waterhouse Coopers) centeredon financial matters for both profit and nonprofitorganizations. He holds a CPA certificate in thestate of Pennsylvania.Ray Frankoski joined ESC as a volunteer in2001 following his retirement as Director ofHuman Resources at Westinghouse Government& Environmental Services Company. In additionto serving as an ESC Project Manager, Ray hasconsulted with the Holy Family Institute; ALSAssociation, Western PA Chapter; Braddock’sField Historical Society; Gwen’s Girls; TheMattress Factory; Parkinson Chapter of GreaterPittsburgh; and Peer Support and AdvocacyNetwork (PSAN).Joyce Gannon is a business staff writer at thePittsburgh Post-Gazette with a diverse range ofcoverage: chemical companies, law firms, womenin business and the business of nonprofits. Shejoined the Post-Gazette in 1988 after stints atthe Wheeling (W. Va.) News-Register, PennState <strong>University</strong>’s public information departmentand the Pittsburgh Business Times. She holds abachelor’s degree in journalism from Penn State.Wendy Hardman is an accomplished andversatile training and development professionalwith extensive experience assisting internal andexternal clients in improving performance andbusiness results. Her clients have included theLeader to Leader Institute, <strong>Center</strong> for PracticalManagement, Ann Taylor, Wireless Generation,Cartus Corporation, Union Aid Society, BELL, theYMCA of Greater Pittsburgh, Federal Home LoanBank, PNC Bank, and the <strong>University</strong> of Pittsburgh.Wendy earned her bachelor’s degree from the<strong>University</strong> of Michigan and her master’s indevelopmental psychology from Temple<strong>University</strong>. She has served as adjunct facultyat Duquesne <strong>University</strong> and Carlow College,and she is a former Peace Corps volunteer.Mary Jo Harwood, MSW, LSW, is thedirector of the Dialogue and Resolution <strong>Center</strong>(DRC), a division of the <strong>Center</strong> for Victimswhich provides conflict resolution, trainingand mediation services. Prior to becoming theDRC director, Mary Jo served as the associatedirector of the <strong>Center</strong> for Victims of Violenceand Crime. She is a certified trainer and crisisresponder for the National Organization ofVictim Assistance and the Keystone CrisisIntervention Team, with experience in local,state, and national crisis response. She hasdeveloped and delivered trainings to nationaland international audiences specific to theimpacts of trauma and vicarious trauma onprofessionals and communities.Maureen Mahoney Hill, CFRE, is anindependent consultant working with nonprofitorganizations to build fundraising, communicationsand marketing capacity, specializing in planningand strategy development for major and plannedgifts. With almost 20 years’ experience infundraising, she has held development positionswith The Children’s Institute, the PittsburghFoundation, Penn State and The Women’s <strong>Center</strong>and Shelter of Greater Pittsburgh. Maureenholds a bachelor’s degree in human developmentfrom Penn State and a master’s from the Schoolof Social Work at Pitt.Michelle Hines is Technology Director atUCP/CLASS. She began work with UCP/CLASSas a graduate student intern from the <strong>University</strong>of Pittsburgh’s School of Social Work. Afterreceiving her M.S.W., Michelle worked on avariety of development and technology tasks.A former accidental techie, Michelle nowdevelops annual tech plans, manages over 20servers, administers a VOIP system, coordinatesdevelopment of custom databases, and interfaceswith all other departments at UCP/CLASS. She isa board member at Interplay Child Care <strong>Center</strong>and is involved with NTEN, the Pittsburgh Chapterof Young Nonprofit Professionals Network, andthe Pittsburgh Tech Council.Leadership Breakfast KeynoteCindy Hounsell is the President of WISER,the Women’s Institute for a Secure Retirement,a nonprofit organization that seeks to improvethe opportunities for women to secureretirement income and to educate the publicabout the inequities that disadvantage womenin retirement. An attorney and retirement expert,she has testified before Congress, served as adelegate for a number of White House Summitsand conferences including the last two WhiteHouse Conferences on Aging, the White HouseSocial Security Conference and each of theNational Retirement Saver Summits. Cindy wasappointed in 2011 to the ERISA Advisory Counciland in 2008 by the Bush Administration to theAdvisory Panel on Medicare Education (APME)representing the field of retirement andfinancial planning. She has been honored byMoney Magazine as one of their “MoneyHeroes” as part of a year-long celebration of 40people who have made extraordinary efforts toimprove the financial well-being of others, byWomen’s eNews as one of 21 Leaders for the21st Century and by the National Adult ProtectiveServices Association for her leadership andcommitment to older women with their NAPSACollaboration Award.25
The <strong>Bayer</strong> <strong>Center</strong> hard at work planning thisspring's curriculum. The only thing missing is you!Yvonne Hudson, principal of New PlaceCollaborations, is a versatile marketing/PRexpert who creates mission-driven solutionsfor nonprofits and businesses. She directedcommunications on the campuses of CarnegieMellon, Chatham, New York Law, Yeshiva<strong>University</strong>, and <strong>University</strong> of Pittsburgh TheatreArts. She has worked with many nonprofitsincluding Opera Theater SummerFest, MissionVision, Financial Planning Association,Pittsburgh Symphony, and Three RiversShakespeare Festival. Yvonne earned an MA inarts management and developed her solo showMrs. Shakespeare at Pitt. A journalism andpsychology alumna of Point Park <strong>University</strong>,Yvonne is founder/director of Poets Corner Arts.D.S. Kinsel is the National Social MediaCoordinator for Marilyn G. Rabb Foundation(MGR). Kinsel manages platforms such asWordPress, Facebook, and Twitter for programswithin MGR’s bailiwick. Kinsel also providesonline content and social media guidance forvarious arts organization and small businessesin the area. The City Paper recently identifiedKinsel as the 3rd best “Tweeter” in Pittsburghfor his work with MGR and his individualTwitter account.Albert Lee, Esq., is a management-orientedemployment and labor law attorney, who is alsoa professional speaker and educator. He is aShareholder with the Pittsburgh-based law firmof Tucker Arensberg, P.C., which has receivedmultiple Best Law Firm Rankings by U.S. News& World Report – Best Lawyers. His clientsrange from some of the largest internationalcompanies and insurers to regional familyownedbusinesses and are concentrated in thenonprofit, healthcare, manufacturing, serviceand educational sectors. He received his lawdegree from the <strong>University</strong> of Pittsburgh Schoolof Law, where he served in a number of editorialpositions on the Journal of Law and Commerce.Sue McLaughlin has been an ESC volunteersince 1995. Previously, she spent twenty-fiveyears as an attorney at the U.S. Department ofHousing and Urban Development, responsible foroverseeing the planning, financing andmanagement of FHA-insured hospitals, nursinghomes and multi-family housing. As an ESCvolunteer, Sue has worked with numerousnonprofit clients on review and revision ofbylaws, board development, executive directormentoring, fundraising, and other tasks. She hasalso been a facilitator for the regional dialoguessponsored by Alan Kukovich, “The Power of 32,”and is an active member of South UnitedMethodist Church in Wilkinsburg.Catherine Olteanu is the Manager ofCommunications and Development at the LemurConservation Foundation. Her professionalcareer includes serving as Facilitator for QualityImprovement with an interdisciplinary team atDartmouth Hitchcock Medical <strong>Center</strong>, Director ofDevelopment at the Western PennsylvaniaHumane Society, and Development Manager atthe Carnegie Museums of Pittsburgh. Otherprofessional experience includes marketresearch and analysis with several Fortune 500companies.Kelly Carter Uzzo is Marketing CommunicationsManager for Pace, a special education and mentalhealth day school for youth with emotionaldisorders and/or autism. She developed andlaunched a successful online marketing strategythat led to increased constituent interactionof over 100% by the end of its first year ofimplementation. Kelly has over eight years’experience in marketing and specializes in bothinternal and external communications. She holdscertificates in organizational communicationand labor studies & employment relations fromPennsylvania State <strong>University</strong> where she ispursuing her degree in organizational leadership.Alice Warfield is a Vice President, GroupLeader at PNC Bank, specializing in providingexcellent customer care leading nine teams(including two bilingual teams) and new hireonboarding and experiences in the PNC Call<strong>Center</strong>. She provides training and developmentand coaching of employees and supervisors. Sheserves on the PNC Call <strong>Center</strong> Diversity Council,as a Women’s Leadership Council Member atthe United Way of Allegheny County, and servedon the Board of Directors for the CareerConnections Charter High School. She joinedESC in 2012, and has worked in training anddevelopment for nonprofit supervisors andleaders.Bill Zlatos covers nonprofits and both basicand higher education for the Pittsburgh Tribune-Review, where he has worked for nearly 10 years.He has also reported for the former PittsburghPress, Valparaiso (Ind.) Vidette-Messenger, andFort Wayne (Ind.) News-Sentinel, where he waspart of a staff that won a Pulitzer Prize for floodcoverage. He was an education program officerfor The Pittsburgh Foundation and has abachelor’s in political science from Indiana State<strong>University</strong>. Bill attended the Indiana <strong>University</strong>Graduate School of Journalism.26
ADVISORY BOARD, FUNDERS AND STAFFADVISORY BOARDCourtland Gould, Chair, Sustainable PittsburghDara Ware Allen, Leadership PittsburghTracy Certo, Pop CityGregory G. Dell’Omo, <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>Elizabeth HelmsenPaul S. Homick, Carnegie Mellon <strong>University</strong>Derya Jacobs, <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>David Jamison, <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>Elaine B. Krasik, Highmark, Inc. (Retired)Mark Lewis, POISE FoundationPeter Lucas, MAYA Design GroupRebecca Lucore, <strong>Bayer</strong> Material Science, LLCDarlene Motley, <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>Jack Owen, Rhoades & Wodarczyk, LLCTom Ryan, Horovitz, Rudoy & RotemanTamiko Stanley, City of PittsburghWilliam S. Stein, Family TyesDarcy Tannehill, <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>Karen Farmer White, Mesirow FinancialEmeritusDoreen E. Boyce, Buhl Foundation (Retired)Edward A. Nicholson, <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>James A. Rudolph, McKnight DevelopmentCompanyBonnie Westbrook VanKirk, Media Networks/Time Inc. (Retired)FUNDERSThe <strong>Bayer</strong> <strong>Center</strong> acknowledges with gratitudethe catalytic support received from:Richard King Mellon FoundationThe <strong>Bayer</strong> FoundationThe Alcoa FoundationAllied Insurance BrokersThe Bank of New York/Mellon FoundationThe Buhl FoundationColcom FoundationdatavibesEden Hall FoundationEnscoe Long Insurance GroupFifth Third BankFISA FoundationThe Forbes Funds of the Pittsburgh FoundationThe Grable FoundationThe Heinz EndowmentsHorovitz, Rudoy & RotemanHuntington BankIdeal IntegrationsJewish Healthcare FoundationThe Laurel FoundationNET XpertsPhiladelphia Insurance CompaniesPlummer SladeSelective InsuranceTowerCare TechnologiesTucker, Johnston & Smelzer, Inc.United States SteelBAYER CENTER STAFFExecutive DirectorPeggy <strong>Morris</strong>on OutonAssociate DirectorScott B. LeffDirector of Nonprofit Master’s ProgramMichele ColeAssociate Consultant and ResearcherGarrett CooperEvening ReciptionistAngela DrewSenior ConsultantJeff ForsterOffice CoordinatorShelby GraceyTechnology Services ManagerCindy LeonardProgram Director, BoardsWork!Lulu OrrMarketing ManagerCarrie RichardsConsultant and ResearcherCarrie Bennett TancraitorESC Project ManagerYvonne Van HaitsmaAdjunct ConsultantsJason Hansen. . . . . . . . . . . . . . . . ConsultantCarolyn E. Kerr . . . . . . . . . . . . . . . ConsultantJuliana Shayne. . . . . . . . . . . . . . . ConsultantClaire Thornburgh. . . . . . . . . . . . . Consultantand our generous individual supporters and theinvaluable nonprofit organizations whom weserve as clients and students!27
COURSE REGISTRATIONQUESTIONS? Please contact the <strong>Bayer</strong> <strong>Center</strong> at 412-397-6000 or bcnm@rmu.edu.REGISTRATION INFORMATIONThe registration deadline for all classes is one week before thecourse begins (or the first session of a series). Register early –space is limited. You may register for any of the courses online atrmu.edu/bcnmregistration or by mailing the form on page 29 withpayment in full by check or credit card. Need additional registrationforms? Visit bcnm-rmu.org for a general registration form.SCHOLARSHIPSScholarships of up to 50 percent of program costs are available toa limited number of participants. For more information or to accessthe scholarship application, visit the education section of our websiteat bcnm-rmu.org or call 412-397-6000.DISCOUNTSOnline payments: A discount (see individual class listing for amount)will be applied for payments received online at the time of registration.(Not applicable for Bagels and Bytes, HR Roundtables, clinics or webinars.)Three or more classes: Send three or more staff members from yourorganization to the same class, or one individual from your organization tothree or more classes and receive a 20 percent discount on each course.WITHDRAWAL AND REFUND POLICYA full refund will be granted if the <strong>Bayer</strong> <strong>Center</strong> is notified of withdrawalat least five business days prior to the start of the session. No refundwill be granted if the individual fails to attend or notify the <strong>Bayer</strong> <strong>Center</strong>five days prior to the event. If payment has not been made in advanceand the individual fails to attend without notification, payment is stillrequired and will be invoiced. A student may transfer their registrationto another member of their organization without penalty but must notifythe <strong>Bayer</strong> <strong>Center</strong> at least 1 business day prior to the start of the session.CANCELLATION POLICYThe <strong>Bayer</strong> <strong>Center</strong> reserves the right to cancel any class. If a class iscanceled, a full refund of tuition fees or credit towards another classwill be given, per the registered student’s preference. Please allowthree to four weeks for processing of refunds.PLEASE NOTERegistration confirmations, notices of class changes, and other criticalinformation are conveyed via e-mail sent from bcnm@rmu.edu. Pleasecheck your e-mail the morning of any class for last-minute changesor cancellations. If your e-mail program uses a spam filter, it may benecessary to add bcnm@rmu.edu to your address book so that youreceive updates and information.The <strong>Bayer</strong> <strong>Center</strong> is proud to partner with:The <strong>Bayer</strong> <strong>Center</strong> is an active memberof the following organizations:And the Region’s 7,000 nonprofit organizationsas students, clients and colleagues.28
JANUARY–MAY <strong>2013</strong> COURSE REGISTRATION FORMPlease print clearlyNameOrganizationTitleAddressCity State ZIPPhoneFaxE-mailRegistration Please attach any additional registrations on a separate page as needed<strong>Course</strong> Name Date Registrants x $ Fee Subtotal<strong>Course</strong> Name Date Registrants x $ Fee Subtotal<strong>Course</strong> Name Date Registrants x $ Fee SubtotalPayment Information= $ TotalRegistration confirmation and more information will be sent via e-mail.Amount Due $ _________________■ Check Enclosed (made payable to <strong>Bayer</strong> <strong>Center</strong> for Nonprofit Management)Charge my: ■ Visa ■ MasterCard ■ DiscoverAccount NumberCardholder NameExp. DateBilling ZIPMAIL COMPLETED FORM WITH PAYMENT IN FULL TO:<strong>Bayer</strong> <strong>Center</strong> for Nonprofit Management at <strong>Robert</strong> <strong>Morris</strong> <strong>University</strong>339 Sixth Avenue, Suite 750, Pittsburgh, PA 15222OR REGISTER ONLINE at rmu.edu/bcnmregistration.A discount (see individual class listing for amount) will be appliedfor payments received online at the time of registration.(Not applicable for Bagels and Bytes, HR Roundtables, clinics or webinars.)Save the TreesIf you receive duplicates of our catalog or would liketo receive fewer copies in the future, please call usat 412-397-6000 and we will update our records.Thank you!29