Running Effective Team Meetings: Boost Productivity and Collaboration
Effective team meetings are crucial for driving progress and ensuring alignment within your nonprofit.
In this course, nonprofit professionals will learn how to plan and facilitate productive meetings that engage team members, foster collaboration, and achieve results. Discover techniques to streamline communication, set clear agendas, and keep your team focused on achieving organizational goals.
Learning Objectives:
Learn how to design and structure team meetings that maximize productivity and engagement.
Develop skills for creating clear agendas and setting actionable objectives for each meeting.
Understand techniques for facilitating discussions that encourage collaboration and diverse input.
Explore strategies for managing time effectively and keeping meetings on track.
Who Should Attend:
Executive Directors & CEOs – Leading organizational meetings and ensuring alignment on strategic goals.
Supervisors & Team Leaders – Responsible for facilitating productive team discussions and decision-making.
Program Managers & Directors – Overseeing team collaboration and project execution.
Board Members & Leadership Teams – Engaging in high-level discussions and governance meetings.
HR Professionals & Talent Managers – Supporting effective internal communication and staff engagement.
Operations & Administrative Staff – Organizing meetings and ensuring they run smoothly.
Fundraising & Development Professionals – Coordinating donor, grant, and campaign planning meetings.
Marketing & Communications Teams – Enhancing collaboration through effective team discussions.
Volunteer Coordinators – Running meetings with volunteers to ensure clear communication and engagement.
Small & Growing Nonprofit Founders – Learning how to run efficient meetings as they build their teams.
Meet the Trainer: Steve Higginbotham:
Steve Higginbotham is a US Navy Veteran, executive business consultant and strategic leader. He brings 27 years of corporate experience in Talent Advisory and Human Capital Solutions to businesses & career professionals throughout The United States. He is a leading authority on career progression and transition, as well as a Subject Matter Expert on Talent Acquisition and Career Coaching. Steve delivers immense value through his collaborative partnerships and believes in a transparent approach to business.
Steve has a strong network of highly successful business executives, entrepreneurs and mentors. He has previously been involved in many organizations such as: SHRM, ICF, PMI, ASQ, ACRP, RAPS, and The Honor Foundation (THF).
Steve is The Coffee Coach and the founder of a Consultancy company which helps organizations create deeper connections with their leaders and individual contributors.
Steve has received training from Dr. Joe Currier, Jim Britt, Tony Robbins, Brian Tracy, Ken Blanchard, Marcus Buckingham, Dale Carnegie, Korn Ferry, Johnson & Johnson, and the Jack Welch Management Institute.
Steve is knowledgeable in Behavioral Interviewing and Emotional Intelligence. He is a published author of Mirror Management – Bruised not Broken © and the creator of The Creative Recruiting Model ©
Outsourcing Your Accounting
Is your nonprofit spending too much time managing finances and not enough time focusing on your mission?
Outsourcing your accounting can be a game-changer. Join our "Outsourcing Your Accounting" training to explore how professional accounting services can streamline your financial management, ensure compliance, and free up your organization to concentrate on driving impact. Learn how to maximize efficiency while reducing overhead costs, all while maintaining financial transparency.
Learning Objectives:
Understand the benefits and risks of outsourcing accounting functions for nonprofits.
Identify key financial tasks that can be outsourced for maximum efficiency.
Learn how to select the right accounting service provider to meet your nonprofit’s needs.
Explore how outsourced accounting can enhance financial reporting, compliance, and transparency.
Who Should Attend:
Executive Directors & CEOs – Overseeing financial strategy and organizational efficiency.
Finance & Operations Managers – Managing daily financial processes and exploring cost-effective solutions.
Nonprofit CFOs & Controllers – Seeking streamlined financial management and compliance support.
Board Members & Treasurers – Responsible for financial oversight and fiduciary duties.
Small & Growing Nonprofit Founders – Looking for scalable accounting solutions without a full in-house team.
Development & Fundraising Professionals – Ensuring financial transparency for donors and grantors.
Program Managers & Directors – Needing accurate financial tracking for program budgets and reporting.
HR & Administrative Professionals – Handling payroll, benefits, and financial documentation.
Grant Managers & Compliance Officers – Ensuring proper financial reporting and regulatory adherence.
Meet Your Trainer: Annamarie Licina is the Director of Finance & Accounting Services at OneOC and an Enrolled Agent with expertise in tax preparation, small business accounting, and financial planning. She holds a BS in Business Administration with emphases in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is also a proud Big Sister with the Big Brothers Big Sisters program and enjoys volunteering, particularly teaching financial literacy to youth. She joined OneOC in 2020, where her passion for supporting nonprofits and her accounting expertise come together.
Marketing with Impact: Strategies to Engage, Inspire, and Fundraise
Successful marketing is essential for building awareness, engaging supporters, and increasing donations.
This course will teach you how to create marketing strategies that amplify your nonprofit’s mission and engage your audience. Learn to craft messages that resonate and inspire action across multiple platforms.
Learning Objectives:
Understand the role of marketing in advancing your nonprofit’s mission.
Learn how to develop marketing strategies that drive engagement and donations.
Create compelling messaging that resonates with diverse audiences.
Use social media, email marketing, and content marketing effectively.
Measure the impact of your marketing campaigns using analytics.
Who Should Attend:
Marketing Managers – Individuals responsible for developing and executing marketing strategies.
Communications Directors – Professionals overseeing communication strategies and messaging.
Fundraising Teams – Those involved in raising funds and donor engagement.
Volunteer Coordinators – People who manage volunteers and need to communicate effectively to motivate them.
Program Managers – Those leading various programs and looking to enhance visibility and impact.
Executive Directors – Senior leaders who need a broad understanding of marketing to align strategies with organizational goals.
Social Media Managers – Individuals handling social media presence and content creation.
Content Creators – Those creating written, visual, or multimedia content to support marketing efforts.
Community Outreach Coordinators – Professionals tasked with connecting with the local or target communities.
Development Directors – Individuals focused on long-term growth and donor relations who need marketing skills to reach their fundraising goals.
Meet your Trainers:
Kendra Puryear
Carrie Freitas
Collaboration and Partnerships: Expanding Your Program’s Reach
Strong partnerships can enhance your nonprofit’s impact by expanding program reach and leveraging additional resources.
This course will teach you how to build and sustain effective collaborations with other organizations, businesses, and community groups. Learn how to create win-win partnerships that drive program success.
Learning Objectives:
Understand the benefits of collaboration and partnerships for nonprofit programs.
Learn how to identify and approach potential partners.
Develop strategies for building and sustaining effective collaborations.
Align partnership goals with your program’s mission and objectives.
Measure the success of partnerships and collaborations for long-term impact.
Who Should Attend:
Executive Directors & CEOs – Leading efforts to expand organizational impact through strategic partnerships.
Program Managers & Directors – Seeking to enhance program reach and resources through collaboration.
Development & Fundraising Professionals – Exploring partnership opportunities for shared funding and resources.
Marketing & Communications Teams – Building relationships with external organizations for co-marketing and outreach.
Board Members & Leadership Teams – Overseeing strategic decisions and fostering collaborations to drive mission success.
Community Engagement & Outreach Coordinators – Developing relationships with local businesses, groups, and stakeholders.
Grant Managers & Compliance Officers – Evaluating and managing the impacts of partnerships on funding and reporting.
Small & Growing Nonprofit Founders – Looking to establish strong community connections and resource-sharing.
Volunteer Coordinators – Building partnerships to expand volunteer networks and program support.
Meet the Trainer: Erin Nielsen
After successful careers in equipment leasing and employee staffing management, Erin Nielsen joined the Tustin Community Foundation as a member of the Board of Directors in 2006 and was appointed Executive Director in 2007.
With over 25 years of management experience, Erin holds dual bachelor’s degrees in Communications and United States History from the University of California, Santa Barbara. She has also earned professional certifications in Nonprofit Management, Fundraising Fundamentals, Fundraising Leadership, and Volunteer Management.
A native of Southern California, Erin has dedicated over three decades to community development and volunteerism. Her extensive involvement includes serving on the Board of Directors for the Assistance League Santa Ana, the Junior League of Orange County, Las Campanas, and various Parent-Teacher, youth sports and community organizations. She is deeply engaged with the City of Tustin, collaborating closely with multiple city departments and serving on numerous city committees.
Erin is passionate about her role with the Tustin Community Foundation, striving to foster prosperity and strengthen the greater Tustin area through impactful philanthropy.
Impactful Storytelling: Bringing Your Mission to Life
Your nonprofit’s story is your most powerful fundraising tool.
This course will teach you how to craft compelling stories that engage donors emotionally and inspire them to give. Learn to communicate your mission and impact in ways that resonate and drive action.
Learning Objectives:
Understand the importance of storytelling in nonprofits.
Learn how to craft compelling narratives that engage donors emotionally.
Identify key elements of a strong case for support.
Use storytelling techniques to communicate your mission and impact.
Develop strategies to integrate storytelling into your overall fundraising efforts.
Who Should Attend:
Development & Fundraising Professionals – Looking to enhance donor engagement and improve fundraising outcomes through storytelling.
Executive Directors & CEOs – Leading fundraising efforts and seeking to inspire donors with a compelling organizational narrative.
Marketing & Communications Teams – Developing content to communicate the nonprofit’s story and mission across various platforms.
Grant Writers & Fundraisers – Incorporating storytelling into grant applications and donor communications.
Board Members & Leadership Teams – Engaging in fundraising efforts and supporting the development of the nonprofit’s case for support.
Program Managers & Directors – Seeking to communicate program outcomes and impact through storytelling.
Volunteer Coordinators – Crafting stories to engage volunteers and encourage donations or advocacy.
Nonprofit Consultants & Coaches – Helping organizations integrate storytelling into their overall development strategy.
Small & Emerging Nonprofit Founders – Learning to communicate their mission effectively to secure initial funding.
Community Engagement & Outreach Coordinators – Creating narratives that resonate with the broader community and potential donors.
Meet the Trainer: Eric Goodman Chief Executive Officer MVS, Inc. and Chem Pak
AI for Smarter Agreements & Document Review
Boost efficiency and accuracy by leveraging ChatGPT to review contracts, compare agreements, draft amendments, and analyze applications.
In today’s fast-paced nonprofit sector, efficiency and accuracy in contract management and application analysis are critical. This hands-on workshop will teach nonprofit professionals how to leverage ChatGPT to streamline contract review, compare agreements, draft amendments, and analyze applications. Participants will also learn how to craft effective prompts to maximize ChatGPT’s potential, ensuring clear, accurate, and relevant AI-generated insights.
Through real-world examples and interactive exercises, attendees will gain practical skills to enhance decision-making, reduce administrative burdens, and improve contract and application workflows with AI-powered support.
Learning Objectives: By the end of this workshop, participants will be able to:
Review Contracts Efficiently – Use ChatGPT to identify key terms, potential risks, and compliance issues within contracts.
Compare Contracts with Precision – Analyze multiple contracts to detect differences, inconsistencies, and potential negotiation points.
Draft and Revise Amendments – Generate contract amendments and revisions tailored to organizational needs.
Analyze Applications Effectively – Utilize AI to assess grant applications, volunteer applications, or funding proposals for alignment with organizational criteria.
Craft Effective AI Prompts – Develop precise and structured prompts to receive accurate and actionable AI-generated responses.
Who Should Attend: This workshop is ideal for all nonprofit professionals, including those involved in legal review, grant management, fundraising, event planning, operations, and more, who want to integrate AI into their workflow for greater efficiency and impact.
Robert Coleman
Meet Your Trainer: Robert Coleman
Robert Coleman- Born and raised in England, Robert Coleman brings over 30 years of executive leadership experience in the nonprofit sector. With a background in electronics, he furthered his education with a postgraduate diploma in management studies and an MBA. Throughout his career, Robert has served as CEO for organizations focused on youth homelessness, reentry programs, drug and alcohol treatment, and health & wellness initiatives.
Currently, Robert oversees 50 fiscal projects, the Nonprofit Learning Center, and membership services at OneOC. His expertise in strategic leadership, program development, and organizational growth makes him a valuable facilitator, dedicated to empowering nonprofit professionals with the tools and knowledge to drive meaningful impact.
Meet The Funder: Orange County Community Foundation
What is “Meet the Funder”?
"Meet the Funder" is an exclusive event designed to bring nonprofit leaders together with leading funders to foster meaningful connections, share insights, and explore funding opportunities. This series is your chance to hear directly from funders about their priorities, application processes, and how they support nonprofit missions like yours.
Why Attend?
Insights: Gain insider knowledge about Orange County Community Foundations funding priorities and application process.
Engagement: Ask questions and connect directly with decision-makers.
Opportunities: Discover how your nonprofit can align with their mission for a greater chance of funding success.
Featured Funder: Orange County Community Foundation
We’re excited to announce Orange County Community Foundation as our highlighted funder for this session. Join us to learn about their philanthropic initiatives, community impact goals, and how your organization can align with their vision to secure support for your work.
Elaine Chen, Director of Donor & Community Engagement
Elaine comes to OCCF with more than 20 years of experience managing teams both in the corporate and nonprofit sectors managing Corporate Social Responsibility and Sustainability Teams. She has expertise in program development, managing diverse teams that drive and sustain business practices as well as managing several stakeholder groups from employees to community partners. As a Philanthropic Advisor, Elaine manages relationships with a portfolio of donor-advised fund holders to facilitate their grant-making and foster their engagement in philanthropy and assist in deepening fund holders’ understanding of the impact and sustainability of intentional philanthropic practices. Elaine is a graduate of the University of California, Irvine where she earned a Bachelor of Music degree in Cello Performance and a Master of Arts in Education with a focus Psychotherapy and Creative Arts Therapies from New York University.
Volunteer Leadership: Building an Effective Management Strategy
In today’s nonprofit landscape, effective volunteer leadership is crucial for achieving organizational goals and maximizing impact.
This course is designed for leaders and managers who want to harness the power of volunteers to drive meaningful change. You will explore essential strategies for recruiting, training, and retaining volunteers while cultivating a positive and inclusive volunteer culture. Through practical insights and proven techniques, participants will learn to align volunteer efforts with organizational objectives, ensuring that volunteers feel valued and empowered. Join us to transform your approach to volunteer management and unleash the full potential of your volunteer workforce!
Learning Objectives:
Define Volunteer Leadership: Understand the key principles of volunteer leadership and the vital role volunteers play in achieving organizational success.
Develop a Volunteer Management Strategy: Create a comprehensive strategy that encompasses recruitment, onboarding, training, and retention of volunteers.
Foster an Inclusive Volunteer Culture: Explore methods for cultivating a positive, inclusive environment that values diversity and encourages volunteer engagement.
Implement Effective Communication Techniques: Learn how to communicate effectively with volunteers to build strong relationships and ensure clarity of roles and expectations.
Utilize Performance Metrics: Discover how to measure and evaluate volunteer contributions using key performance indicators (KPIs) to drive continuous improvement.
Enhance Volunteer Recognition: Develop strategies for recognizing and celebrating volunteer contributions, fostering a sense of belonging and motivation.
Intro to Financial Management
Non-finance/accounting staff members are expected to understand basic financial management principles but have never received any formal training.
In this workshop, we will help demystify basic nonprofit finance principles and teach you why the number one priority for any nonprofit should be financial stability--because if there is no money--there is no mission. This workshop will prepare you to understand basic financial terms and definitions, how to analyze financial statements such as a balance sheet and income statement, as well as how to understand the true importance of proper budget planning. If you are looking for a refresher or are new to financial responsibilities, this course is for you!
Learning Objectives:
Develop a clear understanding of basic financial terms and definitions
How to analyze different financial statements
Learn about the importance of properly set up Chart of Accounts and class code list
Gain a foundational understanding of the budget development process
How to utilize cash flow projections/reports
MEET YOUR TRAINER:
Annamarie Licina is an Enrolled Agent with a background in Tax Preparation, Small Business Accounting, and Financial Planning. She holds a BS in Business Administration with emphasis’ in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is a proud Big Sister through the Big Sister Big Brothers program and enjoys volunteering, especially when teaching Financial Literacy to the youth. She is happy to have joined the OneOC team in 2020 where her love for helping others in accounting and in supporting non-profits combine.
AI-Powered Fundraising & Event Planning with ChatGPT
Unlock the power of AI to streamline grant writing, enhance donor engagement, and maximize your fundraising impact.
Discover how AI can revolutionize your fundraising and event-planning efforts! This hands-on workshop will provide nonprofit professionals with practical ChatGPT prompts to streamline grant writing, enhance donor engagement, and simplify event logistics. Learn how to leverage AI to draft compelling proposals, personalize donor outreach, and efficiently manage vendor agreements—saving time and boosting your organization’s impact.
Learning Objectives:
Simplify Grant Writing & Fundraising Appeals – Use AI-driven prompts to generate persuasive grant proposals, donor communications, and fundraising campaigns.
Enhance Donor & Sponsor Engagement – Learn how ChatGPT can help personalize outreach, craft impactful thank-you messages, and analyze donor data for better retention.
Streamline Event Planning & Vendor Management – Discover AI-powered prompts to assist with venue and vendor negotiations, contract reviews, and event marketing.
Who Should Attend?
This workshop is designed for nonprofit professionals looking to integrate AI into their fundraising and event planning workflows, including:
Fundraising & Development Managers
Grant Writers & Grant Managers
Donor Relations & Sponsorship Coordinators
Event Planners & Operations Staff
Marketing & Communications Professionals Supporting Fundraising & Events
V|LEAD
Volunteer Leadership to Achieve Diversity (V/LEAD) is a dynamic leadership series that brings together a diverse cohort of civic-minded individuals dedicated to fostering positive change in the communities they serve.
Proudly sponsored by US Bank and led by OneOC in partnership with Groundswell, this seven-part hybrid workshop series—featuring both in-person and virtual sessions—is designed for nonprofit and corporate leaders in Orange County who are committed to advancing community betterment. The series reimagines board and volunteer leadership by integrating leading practices in board development, with a strong focus on diversity, equity, and inclusion at both the individual and organizational levels.
Prepare for Nonprofit Leadership: Implement more effective ways to engage board and volunteer leaders with your organization.
Board Development Excellence: Build a greater pipeline of board prospects by mastering the leading board practices necessary to implement a highly effective board development program.
Networking Opportunities: Connect with corporate volunteer leaders who could become invaluable assets to your nonprofit.
Peer Learning: Build lasting relationships with a community of nonprofit executives and board members from Orange County, fostering collaboration and growth.
Series Dates:
Kickoff & Session #1 (In-person) – May 9th
Session #2 (virtual) - May 23rd
Session #3 (in-person) – June 6th
Session #4 (virtual) – June 20th
Session #5 (in-person) - July 11th
Session #6 Celebration (in-person) – July 25th
For More Information and To Register, CLICK HERE
Fundraising Events: Planning and Executing Memorable Experiences
Well-executed fundraising events can generate revenue, build community, and elevate your nonprofit’s profile.
This course will teach you how to plan, organize, and execute memorable events that inspire generosity. Learn the best practices for event management, sponsorships, and donor engagement.
Learning Objectives:
Understand the key elements of successful fundraising events.
Learn how to plan and execute events that align with fundraising goals.
Develop strategies to engage donors and sponsors through event participation.
Create event budgets and timelines for efficient project management.
Assess the success of fundraising events through post-event analysis.
Meet Your Trainer: Sarah Gullotti-Rosenberger
Building a Sustainable Revenue Strategy
This course is essential for nonprofit leaders looking to develop a sustainable fundraising strategy.
Learn the basics of creating a diversified revenue stream that supports long-term organizational goals. Gain the knowledge and tools you need to build relationships with donors and ensure your nonprofit thrives financially.
Learning Objectives:
Understand the core components of a nonprofit fundraising strategy.
Learn how to diversify revenue streams for long-term sustainability.
Develop strategies to build and maintain relationships with donors.
Align fundraising efforts with your organization’s mission and goals.
Create actionable plans to implement a sustainable fundraising strategy.
Meet Your Trainer:
Clare McKenna joined OneOC in 2024 with over 30 years of nonprofit leadership experience. Known for her motivational style and ability to align teams, Clare helps organizations push beyond comfort zones to reach their fullest potential. She believes that strong relationships are the foundation of thriving nonprofits and excels at connecting people to achieve strategic outcomes. Clare’s expertise spans fundraising, public relations, event management, and executive management, with a track record of implementing high-performance systems to drive success. She holds a BA in Liberal Studies from California State University, Fullerton.
Budgeting 101: Building a Financial Foundation for Success
Effective budgeting is crucial for nonprofits to manage resources, achieve their mission, and ensure long-term sustainability.
This course is designed to help nonprofit professionals understand the fundamentals of budgeting, from creating a solid financial plan to monitoring expenses and maximizing impact. Learn how to allocate resources strategically and make informed financial decisions that support your organization’s goals.
Learning Objectives:
Understand the basic components of a nonprofit budget and their importance for financial health.
Learn how to create a realistic and mission-aligned budget that supports organizational goals.
Explore strategies for tracking and managing income, expenses, and cash flow effectively.
Gain skills to adjust budgets based on changing circumstances and organizational needs.
Develop techniques for presenting your budget to stakeholders, including board members and funders.
Who Should Attend:
Executive Directors and Senior Managers
Finance and Accounting Staff
Program Managers and Coordinators
Board Members
Development and Fundraising Professionals
John is a transformational leader with a proven track record in corporate and non-profit organizations as well as start-ups across multiple industries. His investment banking career spanned over two decades, focusing on sell-side advisory as well as strategic and operations consulting, before devoting the last decade to non-profit work.John is privileged to leverage his C-level experience in operations, finance, strategic planning, and turnarounds to serve as CFO for Santa Ana-based KidWorks, a non-profit serving at-risk youth from Pre-K to college with the mission to develop confident, self-reliant adults who are equipped for the workforce and motivated to give back.
Prior to joining KidWorks, he served as the COO and CFO of one of Southern California’s largest non-profits, Illumination Foundation, which provides healthcare and housing services to the most vulnerable individuals experiencing homelessness. John was recognized as the 2024 Orange County Business Journal Non-Profit CFO of the Year for his impact on and contributions to the non-profit community.
John has also served as CFO and Senior VP of Corporate Strategy for Dayton, Ohio-based investment management firm Beacon Capital Management with over $5 billion in assets under management. He has been the co-founder and/or CFO of several technology start-ups in edtech, fintech, and social media. Finally, John serves as a trustee for a multi-county, high-performing charter school network dedicated to providing students in underserved and high-risk neighborhoods access to high-quality education.
John holds a Bachelor of Arts in English w/ a minor in History from the University of California, Irvine and earned his Master’s in Business Administration with a dual concentration in Finance and Marketing from the USC Marshall School of Business. John, his wife, and two children are active in their church and cherish advocating for the least, lost, and last with their time, talent, and treasures through philanthropic and humanitarian aid organizations such as World Vision International, OneChild, and Hope for Haiti.
CEO Roundtable: Leading Nonprofits for Maximum Impact
As a nonprofit CEO, your leadership has the power to transform your organization and the communities you serve.
The CEO Roundtable: Leading Nonprofits for Maximum Impact is an exclusive forum designed for nonprofit executives ready to take their leadership to the next level. This roundtable provides a unique opportunity to collaborate with fellow nonprofit leaders, engage in candid discussions, and gain actionable insights on how to drive greater impact.
In this immersive experience, you'll explore strategies to address the sector’s most pressing challenges, build organizational resilience, and lead with clarity and purpose. Through peer-driven dialogue and expert facilitation, you will enhance your ability to foster innovation, inspire your teams, and achieve lasting success. Elevate your leadership and transform your nonprofit for maximum impact.
Learning Objectives:
Develop and refine your strategic leadership vision to align your organization’s goals with its mission, ensuring long-term sustainability and increased community impact.
Learn strategies to build a resilient nonprofit capable of adapting to challenges and thriving in times of change or uncertainty.
Improve your relationship with your board of directors by developing more effective governance practices, fostering collaboration, and ensuring mission alignment.
Equip yourself with practical tools and leadership techniques to manage organizational change, inspire your team, and maintain momentum in a shifting landscape.
Meet Your Trainer:
Tim Strauch is the President & CEO of OneOC in Orange County, California, where he has leveraged his strategic leadership to support over 950 organizations. With more than 30 years in nonprofit leadership, Tim has guided individuals and organizations to achieve their highest potential and amplify community impact. He serves on the California Volunteers Commission and collaborates with national committees through Points of Light. A key figure in the Service Enterprise program, Tim has helped over 150 organizations nationwide enhance their volunteer engagement. Previously, he held various leadership roles at the YMCA, including Executive Vice President and Chief Development Officer. Tim’s expertise spans leadership development, operations, board and volunteer advancement, fundraising, and strategic planning. He holds a master’s degree in athletic administration from Florida State University and a bachelor’s degree from the University of Southern California.
New to Supervising: The Do's and Dont's
Are you new to a supervisory role and looking for guidance on how to lead effectively?
“New to Supervising: The Do's and Don’ts” is a virtual training designed to equip first-time supervisors with the essential skills and best practices needed to succeed. Leading a team for the first time can be challenging, but this course will help you navigate common pitfalls and set you up for success by focusing on the do’s and don’ts of effective supervision. Join us to gain confidence in your role and learn how to inspire and manage your team while fostering a positive and productive work environment.
Learning Objectives:
Understand the key responsibilities of a supervisor and how to balance leadership with managing day-to-day tasks.
Learn effective communication techniques to establish clear expectations, provide feedback, and resolve conflicts.
Explore common supervisory pitfalls and how to avoid them to build trust and accountability within your team.
Gain practical strategies for motivating and developing your team members to drive performance and engagement.
The Art of Impactful Communication: Engaging Donors, Volunteers & Stakeholders
Clear, effective communication is essential for the success of any nonprofit.
This course provides nonprofit professionals with the skills to communicate confidently and professionally with diverse stakeholders, including donors, volunteers, board members, and partners. Learn how to craft messages that inspire, inform, and drive action while building stronger relationships and enhancing your organization’s impact.
Learning Objectives:
Understand the fundamentals of professional communication and its importance in nonprofit operations.
Learn how to tailor messages for different audiences, including donors, volunteers, and stakeholders.
Explore strategies for delivering clear, persuasive written and verbal communication.
Develop active listening and feedback skills to improve collaboration and team dynamics.
Gain techniques for handling challenging conversations and managing conflict with professionalism and empathy.
Meet your Trainer: Emily Carpenter-Pulskamp
HR Team of One: What You Need to Know
Are you the only HR professional in your organization, juggling multiple responsibilities and trying to stay on top of everything?
“HR Team of One: What You Need to Know” is designed specifically for solo HR professionals who are balancing the demands of compliance, internal customer needs, and business goals. The Society of Human Resources Management (SHRM) reports that 25% of their members are now HR Teams of One. This workshop will equip you with practical strategies to manage the full spectrum of HR functions while driving your organization’s most valuable asset—your employees—toward success. Join us in person for actionable insights that will empower you to lead HR confidently and efficiently.
Learning Objectives:
Develop time management and prioritization skills to handle the diverse responsibilities of an HR Team of One.
Explore tools and strategies for automating administrative tasks to increase efficiency and focus on strategic HR initiatives.
Understand how to balance compliance, employee relations, and organizational goals to align HR efforts with overall business success.
Learn effective communication techniques to engage stakeholders and advocate for HR’s role in driving organizational impact.
Meet Your Trainer:
Stacy Brooks, Director of HR & Administration at OneOC, brings over 30 years of nonprofit HR experience and has been with the organization for 12 years. Known as "HR with heart," Stacy is passionate about strengths-based leadership and employee growth, consistently guiding individuals to reach their full potential. She has been featured in the Orange County Register for her insights on job searching through specialty boards.
Data for Impact: Create Measurements that Matter
Are your programs making the impact you think they are?
This course will teach you the importance of creating a learning culture that can demonstrate the impact of your work. Data can demonstrate success and identify new areas of focus to funders, stakeholders, and the community when collected with intent.
Learning Objectives:
Understand the importance of creating a culture of learning and evaluation.
Learn how to design effective evaluation frameworks.
Identify key metrics to track program outcomes and success.
Who Should Attend:
Program Managers and Coordinators: Those overseeing program implementation and seeking to assess outcomes.
Executive Directors and Senior Leaders: Decision-makers interested in data-driven strategies for organizational improvement.
Development and Fundraising Professionals: Individuals who need to demonstrate program success to donors and stakeholders.
Evaluation and Impact Specialists: Staff responsible for measuring and reporting program performance.
Board Members: Members involved in strategic planning and program oversight.
Meet Your Trainer:
Dr. Leah Ersoylu (Ph.D.) is the President of Ersoylu Consulting, founded in 2007 to deliver philanthropic strategy and research services to clients engaged in meaningful social change. She has evolved to become a leader in the field, having spent over 25 years working at the nexus of philanthropy and metrics. She has trained and consulted hundreds of organizations on effective advocacy strategies, and meaningful impact measurements. She has authored several academic, peer-reviewed publications and has taught courses on philanthropy, public policy, government, and nonprofit management. She holds a B.S. in Resource Economics from the University of New Hampshire and a Ph.D. in Political Science, with a focus on public policy, from University of California, Irvine.
Navigating Crucial Conversations: Essential Skills for High-Impact Communication
In any organization, the ability to engage in crucial conversations is a cornerstone of success.
When challenges arise or results fall short, it often signals that important discussions are either avoided or mishandled. This interactive workshop provides leaders and teams with the essential skills to confidently address high-stakes, emotionally charged, or challenging topics with clarity and professionalism.
Through practical strategies and real-world applications, participants will learn how to foster open dialogue, navigate conflict, and strengthen collaboration. By developing these critical communication skills, individuals and teams can transform difficult conversations into opportunities for problem-solving, relationship-building, and driving organizational success. Join us to enhance your ability to speak up when it matters most and create a culture of trust and accountability!
Learning Objectives:
Recognize High-Stakes Conversations – Identify the signs of crucial conversations and understand their impact on individual and organizational success.
Enhance Communication Skills – Learn techniques to communicate with confidence, remain composed, and create a respectful dialogue during difficult discussions.
Manage Emotional Responses – Develop strategies for handling strong emotions, reducing defensiveness, and promoting constructive engagement.
Resolve Conflict Effectively – Gain practical tools for addressing disagreements, finding common ground, and achieving productive outcomes.
Encourage Accountability and Collaboration – Implement techniques to ensure conversations lead to meaningful action, accountability, and stronger team dynamics.
Build a Culture of Open Dialogue – Create an environment where team members feel safe to engage in honest discussions, fostering transparency and trust.
Building a Well-Rounded Board: Enhancing Leadership and Governance
Build a strong, well-rounded board that reflects your community, fosters innovation, and drives your mission forward.
A well-rounded board brings fresh ideas, strengthens decision-making, and enhances organizational impact. This course will help you attract and retain board members with varied experiences and backgrounds, ensuring your leadership reflects the community you serve. Learn how to build an engaged and dynamic board that fosters innovation and drives your mission forward.
Learning Objectives:
Understand the value of a broad range of perspectives in nonprofit governance.
Learn strategies to recruit board members with diverse experiences and skills.
Develop initiatives that encourage active participation and collaboration.
Foster meaningful discussions that embrace different viewpoints.
Align board recruitment efforts with organizational goals and community representation.
Meet Your Trainer:
Tim Strauch is the President & CEO of OneOC in Orange County, California, where he has leveraged his strategic leadership to support over 950 organizations. With more than 30 years in nonprofit leadership, Tim has guided individuals and organizations to achieve their highest potential and amplify community impact. He serves on the California Volunteers Commission and collaborates with national committees through Points of Light. A key figure in the Service Enterprise program, Tim has helped over 150 organizations nationwide enhance their volunteer engagement. Previously, he held various leadership roles at the YMCA, including Executive Vice President and Chief Development Officer. Tim’s expertise spans leadership development, operations, board and volunteer advancement, fundraising, and strategic planning. He holds a master’s degree in athletic administration from Florida State University and a bachelor’s degree from the University of Southern California.
Building a Strong Brand: Strategies to Elevate Your Mission
A strong brand is essential for nonprofits to stand out, attract supporters, and communicate their mission effectively.
This course will teach nonprofit professionals how to create and manage a cohesive brand that resonates with their audience. Learn how to develop a clear brand identity, craft compelling messaging, and build brand loyalty that drives your organization’s growth and impact.
Learning Objectives:
Understand the fundamentals of nonprofit branding and its importance for mission success.
Learn how to develop a clear and authentic brand identity that reflects your organization’s values and goals.
Discover strategies for crafting consistent messaging across all communication channels.
Explore techniques to strengthen brand recognition and build trust with donors, volunteers, and stakeholders.
Gain insights on how to measure and adapt your branding strategy to ensure long-term growth and relevance.
Leadership Development for Program Managers: Empowering Your Team
Strong leadership is essential for successful program management.
This course will help program managers develop the leadership skills they need to motivate their teams, manage resources, and drive results. Learn how to empower your team and lead with confidence.
Learning Objectives:
Understand the role of leadership in program management.
Learn techniques to inspire and motivate program staff and volunteers.
Develop strategies for effective resource management and delegation.
Foster a culture of collaboration and accountability within your team.
Build leadership confidence through decision-making and problem-solving.
Strategic Planning for Nonprofits: Crafting Your Roadmap to Success
A solid strategic plan is the foundation of a successful nonprofit.
This course will guide you through the process of developing a comprehensive, mission-driven strategic plan that ensures long-term sustainability. Learn how to set achievable goals, prioritize initiatives, and align your team for success.
Learning Objectives:
Understand the key components of a strategic plan for nonprofits.
Learn how to set clear, actionable goals aligned with your mission.
Develop strategies to engage stakeholders in the planning process.
Prioritize initiatives to maximize organizational impact.
Create a dynamic plan that can adapt to changing environments.
Safeguarding Your Organization: Comprehensive Strategies for Insurance and General Liability
In an unpredictable world, protecting your organization from unforeseen circumstances is crucial.
This course equips you with essential knowledge and tools to navigate the complexities of insurance and general liability. Whether you’re a nonprofit leader, business owner, or manager, you will learn how to mitigate risks associated with accidents, negligence, and potential claims. Through practical insights and expert guidance, you will discover how general liability insurance can shield your organization from financial loss and legal repercussions. Join us to ensure your organization is fortified against potential challenges and equipped for long-term success!
Learning Objectives:
Understand the Basics of General Liability Insurance: Define general liability insurance and its importance in protecting organizations from claims related to injuries and property damage.
Identify Potential Risks and Liabilities: Recognize common situations that can lead to accidents or negligence claims within the workplace and evaluate the associated risks.
Explore Coverage Options and Policies: Analyze various types of general liability insurance policies, understanding what is covered and the limitations of each policy.
Implement Risk Management Strategies: Develop proactive strategies to minimize risks and prevent incidents that could lead to claims, enhancing overall organizational safety.
Navigate Claims Processes and Legal Considerations: Learn the steps involved in filing a claim and understand the legal implications of general liability insurance, including best practices for documentation and communication.
Building a Strong Foundation: Essential Skills for New Nonprofit Leaders
Are you a new nonprofit leader eager to make a meaningful impact?
Join us for "Building a Strong Foundation: Essential Skills for New Nonprofit Leaders," a comprehensive training course designed to equip you with the essential skills and knowledge you need to thrive in your role. This interactive course will cover key areas such as strategic planning, financial management, and effective communication, providing you with practical tools to lead with confidence and vision. With expert insights and real-world applications, you'll learn how to navigate the challenges of nonprofit leadership and lay a strong foundation for your organization’s success. Don’t miss this opportunity to enhance your leadership journey and drive your nonprofit forward!
Learning Objectives:
Gain insights into creating and implementing effective strategic plans that align with your nonprofit’s mission, vision, and goals.
Learn the fundamentals of nonprofit financial management, including budgeting, financial reporting, and resource allocation to ensure sustainability and accountability.
Explore techniques for effective communication with diverse stakeholders, including staff, board members, and the community, to foster collaboration and engagement.
Understand the importance of team dynamics and how to cultivate a positive organizational culture that empowers staff and volunteers to contribute to the nonprofit’s mission.
Who Should Attend:
Newly appointed executive directors and senior managers
Emerging nonprofit leaders seeking to enhance their leadership skills
Board members aiming to better understand organizational operations
Program managers transitioning into leadership positions
Development officers responsible for strategic planning and financial management
Nonprofit professionals interested in strengthening their foundational knowledge
Volunteers aspiring to take on leadership roles within their organizations
Championing Change Through Leadership
Lead with impact by fostering a workplace culture where every team member can thrive.
Transform your workplace into an environment where all employees feel valued, respected, and empowered.
Designed for team leaders, this course provides practical strategies to cultivate fairness, psychological safety, and a culture of belonging within your organization. By addressing systemic barriers and fostering open communication, you’ll learn how to create a workplace where every team member can thrive. Equip yourself with the tools to drive meaningful change, enhance collaboration, and strengthen organizational success.
Learning Objectives:
Examine how workplace dynamics and systemic barriers impact team interactions and individual experiences.
Assess interpersonal relationships, systems, processes, and organizational culture to identify areas for improvement.
Apply effective change management strategies to create a fair and supportive work environment.
Recognize potential areas of bias in the workplace and develop strategies to mitigate them.
Define psychological safety and explore its significance in fostering a positive and productive workplace culture.
Current Trends in Nonprofit Management
Staying ahead in the nonprofit sector requires more than just passion—it demands knowledge of the latest trends and challenges.
This course for nonprofit leaders who want to keep their organizations thriving in a rapidly changing environment. This course offers valuable insights into the evolving landscape of nonprofit leadership, strategic planning, marketing, and fundraising. Learn how to navigate the shifting sector and adopt innovative approaches that will sustain your organization and drive its growth.
Learning Objectives:
Explore the latest trends and challenges affecting nonprofit management and how these shifts are reshaping the sector.
Learn innovative leadership strategies that inspire teams and position your organization for success in today's dynamic environment.
Discover forward-thinking approaches to strategic planning that drive growth and sustainability, even during challenging times.
Explore cutting-edge marketing and fundraising strategies designed to increase visibility, engagement, and financial support for your mission.
Learn how to build resilience within your nonprofit, ensuring it can adapt, grow, and sustain itself through changing times and unexpected challenges.
Time Mastery for Impact: Practical Strategies
Master your time, maximize your impact—because every minute counts in the mission-driven world!
In the fast-paced world of nonprofits, managing time effectively is essential to achieving your mission. This interactive training will provide practical tools and techniques to help you prioritize tasks, eliminate distractions, and create a balanced workflow. Learn how to enhance productivity, reduce stress, and focus on what truly matters—making a greater impact in your organization and community.
Learning Objectives:
Identify common time management challenges and learn strategies to overcome them.
Apply prioritization techniques, such as the Eisenhower Matrix and time blocking, to increase efficiency.
Develop personalized action plans to manage workload effectively while maintaining work-life balance.
Who Should Attend:
This training is ideal for nonprofit professionals, program managers, volunteer coordinators, and leaders who want to improve their time management skills to increase productivity and effectiveness in their roles.
Nonprofit Mega Mixer: Networking Event 2025
Join OneOC, OC Grantmakers, Orange County Nonprofit Professionals Network (OCNPN), and the Association of Fundraising Professionals (AFP) for the 3rd Annual Nonprofit Summer Mega Mixer!
Network with like-minded professionals and local funders in the Orange County community. This event offers a unique opportunity for nonprofit leaders to connect and collaborate. Additionally, there will be an expo-style segment where organizations can learn more about our featured nonprofit and acquire resources.
Don't miss out on this chance to expand your network and discover valuable resources! Each ticket purchase includes one complimentary drink and appetizers.
For questions, please contact Jennifer Sanghera @ jsanghera@oneoc.org
We look forward to networking with you!
Foundations of Nonprofit Financial Management
Managing finances is a critical skill for nonprofit professionals, yet it can often feel overwhelming.
"Foundations of Nonprofit Financial Management" is designed to provide you with a clear understanding of essential financial practices tailored to the nonprofit sector. This course covers everything from budgeting and financial reporting to compliance and transparency, empowering you to manage your organization’s resources effectively and with confidence. Whether you're a new leader or simply looking to refresh your financial knowledge, this course will give you the tools needed to ensure financial sustainability and stewardship.
Learning Objectives:
Understand the key principles of nonprofit financial management, including budgeting, accounting, and cash flow management.
Learn how to read and interpret financial statements to make informed decisions that support organizational growth and stability.
Explore best practices for maintaining financial transparency and compliance with nonprofit regulations and reporting requirements.
Gain practical skills to create a sustainable financial strategy, ensuring long-term impact and organizational success.
The Motivation Mindset: Inspiring Employees & Volunteers from Within
Learn how to inspire and sustain motivation in employees and volunteers by fostering autonomy, mastery, and purpose.
Keeping employees and volunteers engaged goes beyond external rewards—it requires tapping into their intrinsic motivation. This interactive training explores the science behind motivation, why it matters, and how leaders can create an environment that fosters long-term engagement. Through insightful discussions and a hands-on activity (assessment or case study), participants will gain actionable strategies to inspire their teams and strengthen organizational impact.
Learning Objectives:
Understand the key principles of intrinsic motivation and how they influence employee and volunteer engagement.
Identify personal and team motivators through an assessment or case study analysis.
Develop actionable strategies to cultivate an environment that enhances intrinsic motivation in the workplace.
Who Should Attend:
Nonprofit leaders and managers
Volunteer coordinators
HR professionals in nonprofits
Supervisors and team leads
Anyone responsible for employee or volunteer engagement
Managing IT Teams for Nonprofit Leaders: Strategies for Success
Effective IT management is crucial for nonprofits to stay agile and impactful in today’s fast-paced digital landscape.
"Managing IT Teams for Nonprofit Leaders: Strategies for Success" is designed to equip nonprofit leaders with the skills needed to manage IT teams effectively, ensuring that technology supports and accelerates your mission. Gain practical insights and strategies to lead your IT department confidently, even if you're not a tech expert.
OneOC has partnered with Tech Heights to deliver transformative content, empowering nonprofits to achieve greater success.
Learning Objectives:
Understand the role of IT in supporting your nonprofit's mission and goals.
Learn how to communicate effectively with your IT team and bridge the gap between technology and leadership.
Develop strategies to manage IT projects, prioritize tasks, and allocate resources efficiently.
Explore best practices for cybersecurity and data management specific to nonprofit organizations.
Meet Your Trainer: Michael Christie, MBA
Michael Christie is a seasoned organizational consultant, client advocate, and sales coach with over 20 years of experience in managed technology services. As the Chief Revenue Officer at TechHeights, he has advised numerous non-profit clients on effective cybersecurity solutions, resulting in over $2 million in annual recurring revenue and maintaining a 97% client retention rate. His career includes roles at Visual Edge IT and NexusTek, where he significantly increased revenue and developed strategic partnership programs. Michael’s strength lies in communicating complex technical challenges to his audience in a way that is understandable and focuses on results. His mission is to help organizations succeed through technology, navigating the delicate balance between productivity and security.
Empowering Board Members: Understanding Governance in Nonprofit Leadership
Understanding and fulfilling legal obligations is crucial for nonprofit board members to ensure sustainability and compliance of their organizations.
This course is a comprehensive course designed to empower board members with the knowledge and tools needed to navigate their legal duties effectively. Participants will gain a deeper understanding of the critical legal obligations that nonprofit boards face and learn how to implement best practices for compliance, reducing risk, and protecting both their organization and them from liability.
Learning Objective:
Learn how nonprofit boards are responsible for overseeing and fulfilling the organization’s legal obligations.
Explore the "duty of care," "duty of loyalty," and "duty of obedience" and their specific implications for nonprofit boards.
Discover actionable strategies for meeting the legal requirements and protecting the organization from liability.
Distinguish between different types of tax-exempt statuses and understand their legal and operational implications.
Learn about the federal, state, and local regulations governing nonprofits and the board’s role in ensuring compliance.
Meet Your Trainer:
Tim Strauch is the President & CEO of OneOC in Orange County, California, where he has leveraged his strategic leadership to support over 950 organizations. With more than 30 years in nonprofit leadership, Tim has guided individuals and organizations to achieve their highest potential and amplify community impact. He serves on the California Volunteers Commission and collaborates with national committees through Points of Light. A key figure in the Service Enterprise program, Tim has helped over 150 organizations nationwide enhance their volunteer engagement. Previously, he held various leadership roles at the YMCA, including Executive Vice President and Chief Development Officer. Tim’s expertise spans leadership development, operations, board and volunteer advancement, fundraising, and strategic planning. He holds a master’s degree in athletic administration from Florida State University and a bachelor’s degree from the University of Southern California.
Meet The Funder
Meet the Funder, co-hosted by OneOC and OC Grantmakers, aims to bring nonprofits together for an in-depth and intimate discussion to better understand community foundations as a valuable resource, providing an exclusive opportunity to meet-and-greet and learn about the funding guidelines.
Leading with Impact: Coaching Solutions for Nonprofit Leaders
In the nonprofit sector, strong leadership can have tremendous impact, but leading with purpose and clarity requires more than just management skills.
This course offers nonprofit professionals the coaching techniques and strategies necessary to inspire teams, foster collaboration, and create a culture of accountability and innovation. Designed for leaders at any stage of their career, this course provides actionable tools to enhance your leadership effectiveness and help you lead your organization with greater influence and impact.
Learning Objectives:
Learn key coaching techniques to strengthen leadership skills and empower your team to achieve their full potential.
Develop strategies for creating a culture of accountability, collaboration, and high performance within your nonprofit.
Gain insights into how to lead with emotional intelligence, foster deeper engagement and better communication across your organization.
Explore practical coaching frameworks that can be implemented immediately to improve decision-making and leadership effectiveness in day-to-day operations.
Starting a Nonprofit: Is It Right for You?
Did you know there are over 10,000 nonprofits in Orange County? But only about 3,000 are active due to their filing with the IRS.
Every year, passionate people are sparked with ideas to address the needs of their community, and often times, their answer to the problem is, “I’ll start a nonprofit!” But is it right for you? An even better question, is it right for your community? Join this seminar to learn the basics of what you should know before starting down the 501c3 path.
Learning Objectives:
What is a nonprofit/ Public Benefit, and what are the pro’s and con’s?
What are other options to consider? Like Fiscal Sponsorship.
Legal steps to forming a 501c3: timeframe and paperwork.
The need for a business plan. How do you plan on sustaining your NPO?
What is your mission and why does the community need it? Is anyone else doing it? What are the resources already out there that would help fund it.
Meet Your Trainer: Robert Coleman
Building a Strong Organizational Culture
A positive organizational culture is essential for staff retention and overall success.
This course will help you shape and sustain a culture that reflects your nonprofit’s values and mission. Learn to create an environment where your team feels valued, engaged, and motivated to contribute to the organization’s goals.
Learning Objectives:
Understand the role of organizational culture in nonprofit success.
Learn strategies to build a value-driven culture.
Develop initiatives that foster team engagement and collaboration.
Create mechanisms to sustain and nurture positive culture long-term.
Align organizational culture with your mission and strategic goals.
Grant Writing Certificate Course
This in person workshop is designed to help students develop award winning grant proposals in an interactive style.
Students will learn the basic components of a grant proposal and how to craft each component to position their agency for success. Budgets and budget narratives will also be covered and explained. You’ll learn how to find funders with priorities that fit your situation and how to help funders further their own philanthropic objectives, ultimately resulting in the support of your nonprofit. For each section of the workshop, students submit real-life examples from their own agency for critique and improvement. In each workshop, we strive to have one representative of a foundation visit to explain how they make decisions about granting funds to help guide your future proposals.
Throughout this certificate, you will learn and create:
Opening Paragraphs
Need/Case Statements
Agency Description
Program description including goals/objectives/outcomes.
Course Dates:
August 14, 2025
August 21, 2025
August 28, 2025
September 4, 2025
September 11, 2025
Meet the Instructor:
Scott Evans has been a freelance grant writer since 2005 and is the former Director of Development for the Pediatric Cancer Research Foundation. Scott has written proposals for many types of non-profits including education, research, human services, youth development, workforce development, and the arts. He also serves as the Administrator for the Association of Fundraising Professionals, Orange County chapter and is a Past-President of the organization. His measurement of the success of the course is dependent on the students’ writing improvement and their better understanding of the audience, that is reading their proposals and making decisions. With that, students will create clear overtures that accurately portray their organizations’ good work.
Micro Events, Major Impact: Maximizing Small-Scale Fundraising for Big Results
In the world of fundraising, sometimes the smallest events can create the biggest impact.
"Micro Events, Major Impact" is a dynamic course that explores how nonprofits can harness the power of small-scale, intimate events to drive donor engagement and achieve significant results. OneOC is proud to offer this cutting-edge training that combines expertise in ethical and professional fundraising.
Whether you’re looking to stretch a limited budget or build deeper connections with your supporters, this course will provide actionable strategies for planning, executing, and maximizing the effectiveness of micro events. Learn how to create memorable experiences that inspire donor loyalty and generate lasting impact, all while maintaining the highest ethical standards in fundraising.
Learning Objectives:
Learn how small, personalized events can create meaningful engagement with donors and drive long-term support for your nonprofit.
Discover how to plan and execute impactful micro events on a limited budget without compromising on quality or donor experience.
Understand how micro events foster stronger relationships with donors, leading to increased retention, deeper connections, and higher donor satisfaction.
Explore ethical considerations in event-based fundraising, guided expertise in professional and ethical fundraising standards.
Learn how to design micro events that are scalable and sustainable, ensuring they contribute to long-term fundraising success and organizational growth.
Discovering and Developing High-Impact Volunteer Projects for Nonprofits
Finding the right volunteer projects can transform how your nonprofit engages with the community and fulfills its mission.
This course is designed to help nonprofit professionals identify, create, and manage volunteer opportunities that align with their organization’s goals. Learn effective strategies to source meaningful projects, match volunteer skills, and maximize impact for both your organization and the volunteers.
Learning Objectives:
Understand the importance of volunteer projects in driving nonprofit impact and community engagement.
Learn how to identify and develop volunteer projects that align with your organization's mission and needs.
Explore strategies for sourcing skilled volunteers and matching them with the right opportunities.
Gain insights into best practices for managing volunteer projects from planning to execution.
Discover how to evaluate and measure the success of volunteer projects to ensure lasting impact.
Strategic Planning for Nonprofits: Crafting Your Roadmap to Success
A solid strategic plan is the foundation of a successful nonprofit.
This course will guide you through the process of developing a comprehensive, mission-driven strategic plan that ensures long-term sustainability. Learn how to set achievable goals, prioritize initiatives, and align your team for success.
Learning Objectives:
Understand the key components of a strategic plan for nonprofits.
Learn how to set clear, actionable goals aligned with your mission.
Develop strategies to engage stakeholders in the planning process.
Prioritize initiatives to maximize organizational impact.
Create a dynamic plan that can adapt to changing environments.
Team Management Skills Certificate Course
Master the Art of Team Leadership: Build, Lead, and Inspire High-Performing Teams!
Unlock the key to building and leading high-performing teams with this 7-session certificate course designed for professionals looking to enhance their team leadership skills. This interactive program provides practical tools and strategies to foster collaboration, communication, and innovation within your team. Participants will gain insights into team dynamics, effective meeting management, change leadership, and creative problem-solving, culminating in a comprehensive skill set for driving team success.
September 2nd - Getting Grounded in Team Basics
Learn the fundamental principles of successful teamwork, including defining team roles, setting clear goals, and fostering a culture of accountability.
September 9th - Leveraging Style Differences on Your Team
Discover how to identify and utilize different working styles within your team to enhance communication, collaboration, and overall effectiveness.
September 16th - Enhancing Team Communications
This session enhances team communication by teaching clear messaging, active listening, constructive feedback, and various communication styles and tools for better collaboration.
September 23rd - Running Effective Team Meetings
Master the art of leading productive meetings that drive engagement, decision-making, and action. Learn techniques for structuring meetings, managing time, and encouraging participation.
September 30th - Managing Change on Your Team
Gain the skills to lead your team through change with confidence. Explore strategies for overcoming resistance, maintaining morale, and ensuring a smooth transition during organizational shifts.
October 7th - Avoid Group Thinking
Prevent groupthink and foster a culture of critical thinking and diverse perspectives. Learn techniques to encourage open dialogue, constructive debate, and better decision-making.
October 14th - Sparking Team Creativity
Fuel innovation within your team by creating an environment that encourages creative problem-solving and fresh ideas. Explore methods for brainstorming, collaboration, and fostering a growth mindset.
Who Should Attend:
This course is ideal for team leaders, managers, project coordinators, and professionals looking to strengthen their leadership skills and improve team performance.
Speak with Impact: Mastering Public Speaking & Messaging for Your Mission
Master the art of impactful communication to confidently convey your mission, engage diverse audiences, and craft a compelling pitch.
This interactive workshop equips nonprofit leaders with the skills to confidently communicate their mission, engage diverse audiences, and craft compelling messages. Participants will learn techniques for overcoming public speaking anxiety, structuring a persuasive pitch, and delivering their message with clarity and confidence. Attendees should bring any materials they need to reference as they develop a concise and compelling pitch about their nonprofit.
Learning Objectives:
Craft a Clear and Compelling Message – Develop a structured and persuasive pitch that effectively communicates your nonprofit’s mission and impact.
Enhance Public Speaking Skills – Learn techniques to improve vocal delivery, body language, and audience engagement for greater confidence and credibility.
Adapt Messaging for Different Audiences – Tailor your message to resonate with various stakeholders, including donors, volunteers, and community members.
Who Should Attend:
Nonprofit Executive Directors and CEOs
Development and Fundraising Managers
Marketing and Communications Professionals
Program Managers and Coordinators
Volunteer Coordinators
Board Members and Trustees
Outreach and Community Engagement Leaders
Anyone responsible for presenting or representing a nonprofit’s mission and vision
Nonprofit leaders looking to improve public speaking and messaging skills
New and emerging nonprofit leaders eager to develop communication strategies
V|LEAD
Volunteer Leadership to Achieve Diversity (V/LEAD) is a dynamic leadership series brings together a diverse cohort of civic-minded individuals dedicated to fostering positive change in the communities they serve.
Proudly sponsored by US Bank and led by OneOC in partnership with Groundswell, this seven-part hybrid workshop series—featuring both in-person and virtual sessions—is designed for nonprofit and corporate leaders in Orange County who are committed to advancing community betterment. The series reimagines board and volunteer leadership by integrating leading practices in board development, with a strong focus on diversity, equity, and inclusion at both the individual and organizational levels.
Prepare for Nonprofit Leadership: Implement more effective ways to engage board and volunteer leaders with your organization.
Board Development Excellence: Build a greater pipeline of board prospects by mastering the leading board practices necessary to implement a highly
effective board development program.
Networking Opportunities: Connect with corporate volunteer leaders who could become invaluable assets to your nonprofit.
Peer Learning: Build lasting relationships with a community of nonprofit executives and board members from Orange County, fostering collaboration and growth.
Series Dates:
Kickoff & Session #1 (In-person) – September 12, 2025
Session #2 (virtual) – September 26th
Session #2 (in-person) – October 10, 2025
Session #3 (virtual) – October 24, 2025
Session #4 (in-person) – November, 7,2025
Session #5 (in-person) -November 21, 2025
For More Information and To Register, CLICK HERE
Innovative Volunteer Engagement: Empowering Impactful Involvement
Transform your approach to volunteer engagement with our course. This course explores creative strategies to enhance volunteer participation and leadership within your organization. Learn how to identify new volunteer roles that align with your mission and foster an environment where volunteers feel valued and motivated. By prioritizing recognition and ongoing professional development, you’ll cultivate a dynamic and committed volunteer workforce that drives meaningful change in your community.
Learning Objectives:
Discover innovative strategies to engage volunteers in meaningful roles that align with your organization’s mission.
Explore opportunities to establish and promote volunteer leadership positions that empower individuals to take initiative and drive change.
Understand the critical importance of recognizing volunteers’ contributions to enhance retention and foster loyalty.
Learn how to implement ongoing training and development programs that support volunteers’ growth and skills enhancement.
Develop methods to create a culture of engagement and collaboration that inspires volunteers to actively participate and lead within your organization.
Grant Writing Essentials: Crafting Winning Proposals
Effective grant writing can unlock significant funding for your nonprofit.
This course will guide you through the essentials of writing winning grant proposals that resonate with funders. Learn how to tell your nonprofit’s story in a way that aligns with grant requirements and maximizes your chances of success.
Learning Objectives:
Understand the key components of a successful grant proposal.
Learn how to research and identify appropriate grant opportunities.
Develop skills to align your nonprofit’s mission with funder priorities.
Write compelling narratives and budgets that strengthen your proposal.
Create systems to track and manage grant applications and reporting.
Effective Board Meetings: Maximizing Productivity and Engagement
Make every board meeting count!
This course will teach you how to plan and run productive, engaging board meetings that foster collaboration and drive decisions. Learn how to create an agenda, manage time effectively, and ensure every board member’s voice is heard.
Learning Objectives:
Learn strategies to plan and organize effective board meetings.
Develop techniques to foster engagement and participation from all board members.
Create agendas that align with organizational goals and priorities.
Manage meeting time efficiently to maximize productivity.
Facilitate open and inclusive discussions that lead to informed decisions.
Meet Your Trainer:
Tim Strauch is the President & CEO of OneOC in Orange County, California, where he has leveraged his strategic leadership to support over 950 organizations. With more than 30 years in nonprofit leadership, Tim has guided individuals and organizations to achieve their highest potential and amplify community impact. He serves on the California Volunteers Commission and collaborates with national committees through Points of Light. A key figure in the Service Enterprise program, Tim has helped over 150 organizations nationwide enhance their volunteer engagement. Previously, he held various leadership roles at the YMCA, including Executive Vice President and Chief Development Officer. Tim’s expertise spans leadership development, operations, board and volunteer advancement, fundraising, and strategic planning. He holds a master’s degree in athletic administration from Florida State University and a bachelor’s degree from the University of Southern California.
Maintaining Your Books - Tax Prep for Your 990
Ensure your nonprofit stays compliant and financially sound with our course, "Maintaining Your Books: Tax Prep for Your 990”.
This essential training is designed to demystify the often-overwhelming process of preparing your Form 990. You’ll learn how to maintain accurate financial records, prepare necessary documentation, and understand the requirements of the IRS. With expert guidance, you’ll walk away equipped with the skills to effectively manage your bookkeeping and confidently file your 990, minimizing the risk of audits and ensuring your nonprofit remains in good standing. Join us to streamline your financial processes and empower your organization for success!
Learning Objectives:
Gain insight into the various sections of Form 990, including financial statements, governance, and compliance issues, to ensure a thorough understanding of the form's requirements.
Identify the essential documents required for completing Form 990, including financial reports, budgets, and board meeting minutes, ensuring that you have everything in order before filing.
Learn best practices for maintaining your nonprofit financial records throughout the year, enabling you to prepare for tax season with confidence and ease.
Understand the common mistakes nonprofits make when preparing their 990 and learn strategies to avoid them, ensuring your organization stays compliant and reduces the risk of penalties.
Meet Your Trainer:
Annamarie Licina, an Enrolled Agent, specializes in tax preparation, small business accounting, and financial planning. She earned her BS in Business Administration, focusing on Management and International Business, with a minor in Leadership and Organization Studies from Chapman University. Annamarie volunteers as a Big Sister with Big Brothers Big Sisters and enjoys teaching financial literacy to youth. She joined OneOC in 2020, where she combines her passion for accounting and nonprofit support.
Executive Succession Planning Seminar
Executive transitions can be challenging and complex, creating uncertainty for leaders, board members, and staff. With a growing wave of retirements and increasing burnout in the nonprofit sector, preparing for leadership changes has never been more crucial.
Join us for an engaging and interactive two-hour seminar designed specifically for Executive Directors and Board Members. This session will equip you with the tools and insights needed to navigate leadership transitions successfully, whether as part of a long-term strategy or in response to an unexpected departure.
By attending, you’ll gain clarity on the process, have the opportunity to ask key questions, and learn how to guide your organization toward a thriving future during this critical chapter of change.
Learning Objectives:
Strategic Transition Planning: Understand how to create an environment where your organization can thrive before, during, and after a leadership transition.
Roles and Responsibilities: Define the roles of the board, executives, and staff throughout the transition process to ensure seamless collaboration and accountability.
Staff Development: Learn how to cultivate and prepare internal talent to strengthen the organization during leadership changes.
Anticipating Challenges: Recognize common pitfalls in executive transitions, how to avoid them, and what personal and professional impacts to expect.
Equip your organization with the confidence and strategy to handle executive transitions effectively and sustainably. Don’t miss this opportunity to prepare for success in the face of change!
Meet Your Instructor:
Regina Birdsell has over 30 years of experience collaborating across business, philanthropy, government, media, and the nonprofit sector to tackle complex issues and foster positive change, primarily in Southern California. With a background in journalism and a Master's in Social Work from USC, she's been recognized as a Most Admired CEO by the Los Angeles Business Journal and as one of Women Making a Difference. Presently, she heads USC's Master's Degree Program in Nonprofit Leadership and Management, while also facilitating leadership training, board retreats, and providing executive support during leadership transitions.
Monthly Giving Programs: Building a Reliable Donor Base
Monthly giving programs provide a steady, reliable source of income for nonprofits.
This course will teach you how to develop and grow a successful monthly giving program that keeps donors engaged long-term. Learn how to inspire donors to give consistently and strengthen their commitment to your cause.
Learning Objectives:
Understand the benefits of monthly giving programs for nonprofits.
Learn how to design and launch an effective monthly giving campaign.
Develop strategies to engage and retain recurring donors.
Create donor recognition and stewardship plans for monthly givers.
Use analytics to track and optimize the success of your monthly giving program.
Nonprofit Management Certificate
OneOC’s Nonprofit Management Certificate is a 6-module comprehensive training program designed to prepare you with the practical knowledge and skills needed to support the sustainability of a nonprofit organization.
In this certificate, you will explore the key concepts in nonprofit management including leadership, fundraising, board development, financial management, program development, operations, project management, marketing, and organizational strategy. Facilitated by nonprofit Senior Directors & Executives with decades of on-the-ground experience, this certificate will equip you with the tools needed for a successful career in nonprofit.
Succeeding in Nonprofit Management: Thursday, 10/2/2025
Trainer: Tim Strauch
Leading a nonprofit requires a wide variety of skills. This course serves as an introduction to a career in nonprofit management and covers the fundamentals and general leading practices for being successful in a nonprofit organization. You will learn about the common challenges nonprofit leaders and professionals face as well as the major areas of responsibility for a career in the nonprofit sector.
Organizational Strategy & Planning: Thursday, 10/9/2025
Trainer: Robert Coleman
Understand the major areas of responsibility for nonprofit leaders including organizational strategy, leading staff & volunteers, managing budgets, fundraising, program development, board governance and more. A nonprofit’s strategy is a critical factor of whether it will be successful. Although nonprofits are not concerned with maximizing shareholder value, establishing effective organizational strategies is the key to a nonprofit’s ability to effectively deliver on its mission. A Nonprofit’s strategies determine how they will execute their programs and services in order to achieve the overall vision of the organization. Establishing your strategy will help your nonprofit achieve its goals and take steps towards meaningful impact.
Program Development & Management: Thursday, 10/16/2025
In nonprofits, our programs are the heart of the organizations’ vision and mission, which drive our passion and priorities. In order to be successful, program directors and managers need the time and skills to identify the peaks and valleys of a program’s cycle. This course is essential for those new to the nonprofit sector, newly appointed directors or managers, and those looking to revitalize their program’s goals and purpose as it relates to the mission.
Trainer: TBD
Fund Development & Promotion in Nonprofits: Thursday, 10/23/2025
Trainer: Keegan Bell
Fundraising is one of, if not the most important activities in a nonprofit organization. In order to finance programs and services, fundraising is an essential component of how nonprofits remain financially sustainable. In this comprehensive training, you will learn about the fundraising pyramid, learn the elements of an effective fundraising strategy, and gain the essential knowledge and skills you will need as you engage in fundraising in a career in nonprofit leadership.
Financial Management in Nonprofits: Thursday, 10/30/2025
Trainer: Annamarie Licina
The finances of an organization can be mystifying and inaccessible to nonprofit professionals who have not had an opportunity to obtain an orientation to the fundamentals of finance. In this course you will learn to understand basic financial terms and definitions, understand how to analyze financial statements, build budgets, as well as understand true program costs. This training will help understand the finances of your organization and prepare you for a future role in nonprofit management.
Leading Volunteer Groups: Thursday, 11/6/2025
Trainer: Elisa Cirrito
Effectively leading volunteers is an essential skill for any nonprofit leader. In this session, you will gain a comprehensive understanding of how volunteers are involved in the nonprofit sector, as well as how to exercise leadership best practices to keep volunteers excited, engaged and retained. You will learn about the different types of volunteer roles in a nonprofit organization with specific attention given to the role of board members and the relationship between the board and nonprofit leadership.
Recruiting and Retaining Top Talent
This course explores best practices for attracting, hiring, and retaining employees who align with the organization's mission. It covers talent sourcing, interviewing techniques, and employee retention strategies.
Learning Objectives:
Identify effective recruitment strategies tailored to nonprofit organizations.
Develop retention plans that increase employee satisfaction and reduce turnover.
Implement inclusive hiring practices that promote diversity and equity.
Effective Nonprofit Leadership: Navigating Challenges and Driving Results
In today’s rapidly changing landscape, effective nonprofit leadership is more crucial than ever.
"Effective Nonprofit Leadership: Navigating Challenges and Driving Results" is a transformative course designed for leaders who are committed to making a meaningful impact in their communities. This course will equip you with the essential skills and strategies needed to navigate the complexities of nonprofit management. You will learn how to inspire and mobilize teams, address challenges with confidence, and drive results that align with your mission. Join us to enhance your leadership capabilities and position your organization for sustainable success!
Learning Objectives:
Develop a Leadership Vision: Articulate a clear and compelling vision that inspires teams and stakeholders to work toward common goals.
Navigate Organizational Challenges: Identify and analyze common challenges faced by nonprofits and develop effective strategies to address them.
Engage and Empower Teams: Implement techniques to motivate, engage, and empower team members, fostering a culture of collaboration and innovation.
Drive Performance and Accountability: Learn how to set measurable goals, track progress, and hold team members accountable for achieving results.
Cultivate Stakeholder Relationships: Build and maintain strong relationships with stakeholders, including donors, volunteers, and community partners, to enhance organizational support and impact.
Intro to Financial Management
Non-finance/accounting staff members are expected to understand basic financial management principles but have never received any formal training.
In this workshop, we will help demystify basic nonprofit finance principals and teach you why the number one priority for any nonprofit should be financial stability--because if there is no money--there is no mission. This workshop will prepare you to understand basic financial terms and definitions, how to analyze financial statements, as well as how to understand true the importance of proper budget planning. If you are looking for a refresher or are new to the financial responsibilities, this course is for you!
Learning Objectives:
Develop a clear understanding of basic financial terms and definitions
How to analyze different financial statements
Learn about the importance of properly set up Chart of Accounts and class code list
Gain a foundational understanding of the budget development process
How to utilize cash flow projections/reports
Meet Your Trainer:
Annamarie Licina is an Enrolled Agent with a background in Tax Preparation, Small Business Accounting, and Financial Planning. She holds a BS in Business Administration with emphasis’ in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is a proud Big Sister through the Big Sister Big Brothers program and enjoys volunteering, especially when teaching Financial Literacy to the youth. She is happy to have joined the OneOC team in 2020 where her love for helping others in accounting and in supporting non-profits combine.
Strengthening Leadership Through Emotional Intelligence
Great leaders lead with both head and heart. In this course, you’ll build emotional intelligence (EQ) to connect with your team, enhance decision-making, and improve leadership performance.
Mastering EQ will help you manage stress, resolve conflicts, and build a healthier work environment.
Learning Objectives:
Define emotional intelligence and its importance in leadership.
Learn self-awareness techniques to improve decision-making.
Develop empathy and communication strategies to better engage with staff.
Implement stress-management tools to enhance personal and team performance.
Understand conflict resolution through emotional intelligence.
Essential Leadership Skills for Nonprofit Supervisors: Leading with Impact
Transitioning into a supervisory role in the nonprofit sector comes with unique challenges and opportunities.
This course is a comprehensive training designed to equip new supervisors with the tools and strategies they need to lead effectively. This course will help you develop strong leadership capabilities, improve team dynamics, and align your team’s work with your organization’s mission. With a focus on practical, nonprofit-specific mid-management techniques, you'll leave empowered to drive positive change and foster a motivated, high-performing team.
Learning Objectives:
Learn essential leadership skills to effectively manage and inspire teams in the nonprofit sector.
Develop strategies to improve communication, build trust, and enhance collaboration within your team.
Understand how to connect your team’s daily tasks to the broader mission of your nonprofit, driving meaningful impact.
Gain practical tools for handling common managerial challenges such as conflict resolution, performance management, and team motivation.
Learn how to create a supportive and growth-oriented work environment that encourages continuous learning and development among team members.
Learning Your Leadership Style: Disc
Discover the power of self-awareness and effective leadership with our virtual course, "Learning Your Leadership Style: DISC."
Designed specifically for nonprofit professionals, this course introduces you to the DISC personality assessment, a proven tool for understanding different leadership styles and improving team dynamics. By exploring your unique leadership style and learning how to adapt to the styles of others, you will enhance your communication, collaboration, and overall effectiveness as a leader. Join us for an engaging online experience that will empower you to lead with confidence, foster stronger relationships, and drive your organization toward success.
Learning Objectives:
Identify Your Leadership Style: Gain insights into your personal leadership style using the DISC assessment, enabling you to understand your strengths and areas for growth.
Understand the DISC Framework: Learn about the four DISC personality types—Dominance, Influence, Steadiness, and Conscientiousness—and how they impact team dynamics and organizational culture.
Enhance Communication Skills: Develop strategies for effective communication tailored to different personality types, improving collaboration and reducing conflict within your team.
Adapt Your Leadership Approach: Learn how to adjust your leadership style to better connect with team members, enhancing motivation and engagement across diverse groups within your nonprofit.
Meet Your Trainer:
Stacy Hawkins, Director of HR & Administration at OneOC, brings over 30 years of nonprofit HR experience. Known as “HR with heart,” Stacy is passionate about strengths-based leadership and fostering employee growth. She excels in coaching individuals to reach their full potential and was featured in the Orange County Register for her insights on job searching through specialty boards. Stacy joined OneOC 12 years ago, dedicated to supporting employee success and organizational development.
How to Leverage Skills Based Volunteers
Unlock the potential of skilled-based volunteers to enhance your nonprofit capacity and effectiveness.
In this training, you’ll learn how to attract, engage, and retain talented volunteers whose expertise can drive your organization’s mission forward. Gain strategies to maximize the value of skilled volunteers and create lasting impact.
Learning Objectives:
Understand the benefits of integrating skilled-based volunteers into your nonprofit.
Learn how to recruit volunteers with specific expertise to meet organizational needs.
Develop strategies for engaging and retaining skilled volunteers effectively.
Create meaningful volunteer roles that align with your organization’s goals.
Explore the best practices for managing and measuring the impact of skilled volunteers.
Peak Performance Through Time Mastery: Elevate Your Productivity
In this engaging workshop, participants will discover how to eliminate barriers to effective time management and enhance their productivity.
By mastering essential time management skills, you’ll not only boost your personal performance but also foster greater engagement within your organization. Join us to unlock strategies that will empower you to take control of your time, improve collaboration, and achieve your goals with confidence.
Learning Objectives:
Recognize common obstacles to effective time management and learn techniques to overcome them for enhanced productivity.
Develop practical skills and strategies that enable you to manage your time more effectively and efficiently in the workplace.
Learn how effective time management can lead to improved performance outcomes and higher quality work.
Discover ways to use time management techniques to promote teamwork and engagement within your organization.
Design a customized time management plan that aligns with your personal goals and organizational objectives to maximize your impact.
Servant Leadership for Mission-Driven Organizations
Lead by serving others and watching your organization flourish.
This course explores the principles of servant leadership, where the growth and well-being of your team come first. Learn how this approach can enhance team morale, collaboration, and mission-driven success.
Learning Objectives:
Define servant leadership and its relevance to nonprofits.
Learn how to prioritize the needs of your team to drive performance.
Develop skills in active listening and empathy to strengthen leadership.
Foster a collaborative environment where every voice matters.
Align servant leadership principles with organizational outcomes.
HR Risk Management and Compliance for Nonprofits Compliance
Managing risk is essential to protecting your organization from financial, legal, and reputational harm.
In this course, you’ll learn how to identify potential risks, develop mitigation strategies, and maintain compliance with laws and regulations. Ensure your nonprofit operates safely and securely in an increasingly complex world.
Learning Objectives:
Identify common risks facing nonprofit organizations.
Learn strategies to mitigate financial, operational, and reputational risks.
Understand the legal and regulatory compliance requirements for nonprofits.
Develop a risk management plan tailored to your organization.
Create a culture of proactive risk awareness and management.
Mastering Social Media Marketing for Nonprofits: Amplify Your Mission Online
In today's digital world, social media is essential for expanding your nonprofit’s reach, engaging supporters, and driving meaningful action.
This course provides nonprofit professionals with the tools and strategies to leverage social media effectively. Learn how to create impactful content, grow your audience, and turn online engagement into real-world support for your cause.
Learning Objectives:
Understand the fundamentals of social media marketing and its importance for nonprofits.
Develop a social media strategy aligned with your nonprofit’s mission and goals.
Learn how to create engaging content that resonates with your audience across platforms.
Explore tools and tactics for growing your online presence and increasing follower engagement.
Measure the success of your social media efforts using analytics and adapt strategies for greater impact.
Starting Nonprofit: Is It Right for You?
Did you know there are over 10,000 nonprofits in Orange County?
But only about 3,000 are active due to their filing with the IRS. Every year, passionate people are sparked with ideas to address the needs of their community, and often times, their answer to the problem is, “I’ll start a nonprofit!” But is it right for you? An even better question, is it right for your community? Join this virtual seminar via Zoom to learn the basics of what you should know before starting down the 501c3 path.
Learning Objectives:
What is a nonprofit/ Public Benefit, and what are the pro’s and con’s?
What are other options to consider? Like Fiscal Sponsorship.
Legal steps to forming a 501c3: timeframe and paperwork.
The need for a business plan. How do you plan on sustaining your NPO?
What is your mission and why does the community need it? Is anyone else doing it? What are the resources already out there that would help fund it.
Meet Your Trainer:
Robert Coleman
Meet The Funder
Meet the Funder, co-hosted by OneOC and OC Grantmakers, aims to bring nonprofits together for an in-depth and intimate discussion to better understand community foundations as a valuable resource, providing an exclusive opportunity to meet-and-greet and learn about the funding guidelines.
Volunteer Recruitment and Retention: Building a Strong Volunteer Base (Part 1)
Volunteers are the heart of many nonprofit organizations.
This course will teach you how to attract, engage, and retain volunteers who are passionate about your mission. Learn strategies for building a strong, committed volunteer base that contributes to long-term success.
Learning Objectives:
Understand the role of volunteers in nonprofit success.
Learn techniques for recruiting volunteers from diverse backgrounds.
Develop strategies for engaging and retaining long-term volunteers.
Create volunteer onboarding and training programs that drive commitment.
Foster a culture of appreciation and recognition for volunteer contributions.
Volunteer Recruitment and Retention: Building a Strong Volunteer Base (Part 2)
Engaging volunteers in meaningful ways can lead to stronger relationships and better outcomes for your nonprofit.
This course will teach you how to design volunteer opportunities that resonate with participants and enhance your organization’s mission. Learn how to create fulfilling volunteer experiences that lead to long-term engagement.
Learning Objectives:
Understand the factors that drive volunteer engagement and satisfaction.
Learn how to design volunteer roles that align with organizational needs.
Develop strategies for creating meaningful volunteer experiences.
Foster strong communication and feedback channels with volunteers.
Build volunteer loyalty through recognition and relationship-building.
Leadership Coaching
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Marketing on a Shoestring Budget
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Insurance and General Liability
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Budgeting
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Annual Planning
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Assessing Your Volunteer Program & Creating an Action Plan
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Board Governance for Board Members
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Branding
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Business Communication
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Change Management
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Cybersecurity
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Community Leadership
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Conflict Resoultion
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Crucial Conversations Workshop
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Developing a Social Enterprise
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Developing Others
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Diversifying Revenue Streams
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ECOC Monthly Meeting
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Employment Law Updates
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Endowments
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EQ VS IQ
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Event Fundraising
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Financial Sustainability
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Foundations of Volunteer Management
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Grants Management
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GrantStation
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How to Grow Your Corporate Support & Sponsorships
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HR for Non HR People
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HR Team of One
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Intro to Nonprofit Sector
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Introduction to Nonprofit Financial Management
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Leading a Nonprofit
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Leading a Team & Supervising
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Learning your Leadership Style Disc 101
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Measuring Program Impact
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Volunteer Engagement Strategies: Creating Meaningful Experiences (Part 2)
Engaging volunteers in meaningful ways can lead to stronger relationships and better outcomes for your nonprofit.
This course will teach you how to design volunteer opportunities that resonate with participants and enhance your organization’s mission. Learn how to create fulfilling volunteer experiences that lead to long-term engagement.
Learning Objectives:
Understand the factors that drive volunteer engagement and satisfaction.
Learn how to design volunteer roles that align with organizational needs.
Develop strategies for creating meaningful volunteer experiences.
Foster strong communication and feedback channels with volunteers.
Build volunteer loyalty through recognition and relationship-building.
Volunteer Recruitment and Retention: Building a Strong Volunteer Base (Part 1)
Volunteers are the heart of many nonprofit organizations.
This course is one out of two sessions that will teach you how to attract, engage, and retain volunteers who are passionate about your mission. Learn strategies for building a strong, committed volunteer base that contributes to long-term success. Part two is titled “Volunteer Engagement Strategies: Creating Meaningful Experiences”.
Learning Objectives:
Understand the role of volunteers in nonprofit success.
Learn techniques for recruiting volunteers from diverse backgrounds.
Develop strategies for engaging and retaining long-term volunteers.
Create volunteer onboarding and training programs that drive commitment.
Foster a culture of appreciation and recognition for volunteer contributions.
Volunteer Management Systems: Streamlining Operations for Efficiency
Managing volunteers effectively requires strong systems and processes.
This course will teach you how to create and implement volunteer management systems that streamline operations and improve volunteer experience. Learn best practices for scheduling, communication, and tracking volunteer contributions.
Learning Objectives:
Understand the components of an effective volunteer management system.
Learn how to implement technology tools for scheduling and communication.
Develop strategies to track volunteer hours and contributions.
Create systems for feedback and improvement in volunteer management.
Enhance volunteer satisfaction and retention through efficient management.
Starting a Nonprofit: Is It Right for You?
Did you know there are over 10,000 nonprofits in Orange County? But only about 3,000 are active due to their filing with the IRS.
Every year, passionate people are sparked with ideas to address the needs of their community, and often times, their answer to the problem is, “I’ll start a nonprofit!” But is it right for you? An even better question, is it right for your community? Join this seminar to learn the basics of what you should know before starting down the 501c3 path.
Learning Objectives:
What is a nonprofit/ Public Benefit, and what are the pro’s and con’s?
What are other options to consider? Like Fiscal Sponsorship.
Legal steps to forming a 501c3: timeframe and paperwork.
The need for a business plan. How do you plan on sustaining your NPO?
What is your mission and why does the community need it? Is anyone else doing it? What are the resources already out there that would help fund it.
Who Should Attend:
Aspiring Nonprofit Founders – Individuals considering starting a nonprofit and wanting to understand the process.
Community Leaders & Activists – Those looking to address social issues and explore the best ways to make an impact.
Entrepreneurs & Social Innovators – Exploring nonprofit work as a means of driving social change.
Philanthropists & Donors – Interested in launching a charitable initiative or supporting emerging nonprofits.
Professionals Transitioning into the Nonprofit Sector – Seeking a foundational understanding of nonprofit formation and sustainability.
Small Business Owners & Social Enterprise Leaders – Evaluating whether nonprofit status aligns with their mission.
Students & Recent Graduates – Exploring careers in nonprofit management or social impact.
Existing Nonprofit Volunteers & Staff – Wanting to start their own initiative or gain a deeper understanding of nonprofit structures.
Faith-Based & Community Group Leaders – Looking to formalize charitable efforts into a nonprofit.
Meet Your Trainer: Robert Coleman
Robert Coleman- Born and raised in England, Robert Coleman brings over 30 years of executive leadership experience in the nonprofit sector. With a background in electronics, he furthered his education with a postgraduate diploma in management studies and an MBA. Throughout his career, Robert has served as CEO for organizations focused on youth homelessness, reentry programs, drug and alcohol treatment, and health & wellness initiatives.
Currently, Robert oversees 50 fiscal projects, the Nonprofit Learning Center, and membership services at OneOC. His expertise in strategic leadership, program development, and organizational growth makes him a valuable facilitator, dedicated to empowering nonprofit professionals with the tools and knowledge to drive meaningful impact.
Grant Writing Certificate Course
This in person workshop is designed to help students develop award winning grant proposals in an interactive style.
The course covers crafting grant proposals for family and corporate foundations, with minimal focus on government grants. Students will learn key proposal components and how to develop them for success.
Throughout this certificate, you will learn and create:
Opening Paragraphs
Need/Case Statements
Agency Description
Program description including goals/objectives/outcomes.
You will learn how to find funders with priorities that fit your situation and how to help funders further their own philanthropic objectives, ultimately resulting in the support of your nonprofit. For each section of the workshop, students submit real-life examples from their own agency for critique and improvement. In each workshop, we strive to have one representative of a foundation visit to explain how they make decisions about granting funds to help guide your future proposals.
Course Dates:
April 3, 2025 - In Person
April 10, 2025 - Zoom
April 17, 2025 - Zoom
April 24, 2025 - Zoom
May 1, 2025 - In Person
Meet Your Instructor:
Scott Evans has been a freelance grant writer since 2005 and is the former Director of Development for the Pediatric Cancer Research Foundation. Scott has written proposals for many types of non-profits including education, research, human services, youth development, workforce development, and the arts. He also serves as the Administrator for the Association of Fundraising Professionals, Orange County chapter and is a Past-President of the organization. His measurement of the success of the course is dependent on the students’ writing improvement and their better understanding of the audience, that is reading their proposals and making decisions. With that, students will create clear overtures that accurately portray their organizations’ good work.
Creating an Effective Professional Development Plan
Empower your nonprofit’s leaders and staff with a well-structured Professional Development Plan (PDP) designed to cultivate growth, enhance skills, and boost organizational success.
This course will walk you through how to build personalized development plans that align individual goals with your nonprofit’s mission, fostering long-term employee engagement and performance. Whether you’re a manager, HR professional, or team leader, this training will provide practical strategies to help your team excel.
Learning Objectives:
Learn why investing in professional growth is critical to the success and sustainability of your nonprofit.
Discover how to assess the strengths and development needs of staff to create tailored plans.
Explore methods to ensure that individual development plans contribute to the overarching mission and goals of the nonprofit.
Learn how to establish clear, realistic goals and design actionable steps for professional growth.
Gain tools for tracking development progress and offering ongoing support and feedback to ensure continuous improvement.
Who Should Attend:
Executive Directors & CEOs – Leading organizational development and staff growth initiatives.
HR Professionals & Talent Managers – Responsible for employee training, engagement, and retention.
Supervisors & Team Leaders – Managing staff development and performance improvement.
Program Managers & Directors – Ensuring team members have the skills needed to execute programs effectively.
Board Members & Leadership Teams – Overseeing long-term staff development and succession planning.
Training & Development Specialists – Designing and implementing professional growth strategies.
Emerging Leaders & Aspiring Managers – Preparing for leadership roles and career advancement.
Volunteer Coordinators – Looking to create development opportunities for volunteers and future staff.
Small & Growing Nonprofit Founders – Building a strong, skilled team from the start.
Meet Your Trainer:
Stacy Hawkins is a seasoned HR professional with a remarkable journey spanning over three decades as a nonprofit leader. She is the Director of HR & Administration for OneOC and joined the organization 12 years ago. Labeled as “HR with heart”, Stacy’s passion for strengths-based leadership and fostering employee growth and success has been a driving force throughout her career. With a wealth of experience, she excels in developing and coaching individuals, consistently guiding them toward achieving their utmost potential. Stacy’s expertise extends to a feature in the Orange County Register where she shared insights on landing a job utilizing specialty job boards.
Building Financial Resilience for Your Nonprofit
Unlock your nonprofit’s full potential by diversifying your revenue streams.
This course will guide you through innovative approaches to funding, helping you create a sustainable financial foundation that reduces reliance on a single source of income. Learn how to secure more stability and growth for your mission by exploring various income opportunities tailored to the nonprofit sector.
Learning Objectives:
Understand the importance of diversifying revenue sources to ensure long-term financial sustainability.
Explore different revenue streams, including grants, donations, earned income, and partnerships.
Learn strategies to align revenue-generation efforts with your organization’s mission and values.
Develop an actionable plan to integrate new revenue streams into your nonprofit financial strategy.
Who Should Attend:
Executive Directors & CEOs – Responsible for overall financial sustainability and strategic growth.
Development & Fundraising Professionals – Seeking to expand funding opportunities beyond traditional donations and grants.
Finance & Operations Managers – Overseeing budgeting and financial planning for long-term stability.
Board Members & Leadership Teams – Involved in strategic decision-making and financial oversight.
Program Managers & Directors – Looking to align program funding with organizational goals.
Entrepreneurial Nonprofit Leaders – Interested in exploring earned income and social enterprise models.
Grant Writers & Grant Managers – Wanting to diversify revenue beyond grant funding.
Marketing & Communications Professionals – Supporting donor engagement and revenue-generation initiatives.
Small & Emerging Nonprofit Founders – Needing to establish a sustainable funding model early on.
Meet Your Trainer: Haley Cooper
Haley is a Certified Fund Raising Executive (CFRE), Certified Stress Management Coach, and Certified EmC train the trainer. She is the Founder of The Savvy Fundraiser, Host of the Lead with Heart Podcast and new author of Sow, Grow, Lead. Haley is a passionate, impact-driven, experienced nonprofit professional whose mission is to empower, elevate and engage nonprofit leaders to build healthy, thriving organizations.
Conflict Management: Leadership Strategies for Resolution and Growth
In the fast-paced world of leadership, conflict is not only inevitable but can also be a powerful catalyst for change and growth.
This course equips leaders with essential tools and techniques to navigate conflicts effectively, turning potential disputes into opportunities for collaboration and innovation. You will learn to identify the root causes of conflict, employ constructive communication strategies, and implement resolution techniques that foster a positive and productive work environment. Join us to transform your approach to conflict management and enhance your leadership effectiveness, ensuring that every challenge leads to growth and strengthened relationships!
Learning Objectives:
Understand the Nature of Conflict: Analyze the sources and types of conflict within teams and organizations, recognizing the potential impact on productivity and morale.
Identify Conflict Styles: Evaluate different conflict management styles and their implications, equipping leaders to adapt their approach to various situations.
Employ Effective Communication Techniques: Develop advanced communication skills to facilitate open dialogue, promote understanding, and reduce tension in conflict situations.
Implement Resolution Strategies: Learn practical strategies for resolving conflicts constructively, including negotiation techniques and mediation processes that promote collaboration.
Foster a Positive Conflict Culture: Cultivate an organizational culture that views conflict as an opportunity for growth and encourages team members to engage in constructive discussions.
Who Should Attend:
Executive Directors and Senior Leaders: Decision-makers responsible for guiding organizational culture and addressing conflicts that may arise within teams.
Human Resources Managers: Professionals tasked with managing employee relations and resolving workplace disputes effectively.
Team Leaders and Supervisors: Individuals overseeing staff and seeking strategies to handle conflicts constructively.
Program Managers and Coordinators: Staff managing projects and teams, aiming to maintain a harmonious and productive work environment.
Board Members: Members involved in governance who wish to navigate conflicts that may impact organizational decision-making.
Volunteer Coordinators: Individuals managing volunteers, looking to address and resolve conflicts to ensure effective collaboration.
Meet Your Trainer: Crystal Brown
Crystal Brown helps individuals and teams reach new heights by transforming how they take responsibility, communicate, and lead. She blends research-based strategies, psychological science, and real-world experience to deliver engaging, practical sessions that spark meaningful, lasting change. Her approach is both thoughtful and action-oriented, and the most rewarding part of her work is seeing people gain clarity, confidence, and momentum toward their goals.
Crystal is a certified executive coach with additional certifications in communication and leadership development. She holds a master's in psychology from Pepperdine University and a bachelor’s in mass communications and sociology from UC Berkeley.
How Compelling Videos Drive Success for Nonprofits
Don't miss this opportunity to learn from the best in the industry and take your organization's brand impact to the next level.
Throughout the course, participants will learn the importance of video marketing for nonprofits, and how a well-told story can significantly increase brand awareness and impact.
Learning Objectives:
Learn how to use good filmmaking techniques as a powerful tool for raising awareness, inspiring engagement, and attracting donors to your cause.
Understand the fundamentals of storytelling in video marketing and how it can become the cornerstone of your nonprofit's branding strategy.
Discover how to identify and articulate the key messages that define your nonprofit's mission, creating videos that connect with your audience on a deeper level.
Explore real-world examples and case studies to learn how to produce impactful, documentary-style videos that amplify your nonprofit's voice.
Learn how to harness the emotional power of storytelling to create meaningful connections with your audience and turn viewers into long-term supporters.
Who Should Attend:
Marketing and Communications Staff: Individuals responsible for promoting the nonprofit's message and increasing visibility.
Development and Fundraising Professionals: Those aiming to engage donors and supporters through compelling storytelling.
Program Managers and Coordinators: Staff looking to showcase program successes and impact via video content.
Executive Directors and Senior Leaders: Decision-makers interested in integrating video strategies into organizational branding.
Social Media Managers: Professionals focused on enhancing online engagement and reach through video platforms.
Volunteer Coordinators: Individuals aiming to recruit and retain volunteers by highlighting impactful stories.
Meet your trainer: Michael Wolfgang Bauch
Have you ever wondered how to film the most cinematic videos--just by using your mobile phone? Don't miss the upcoming presentation by our very own Michael Wolfgang Bauch of WolfgangMedia.com.
With decades of experience creating short films for nonprofits, corporations, & small businesses, he'll show you how to up your game using the equipment that you may already have at your fingertips.
Michael's past filming projects have taken him to remote villages in Alaska to film in below-zero temperatures and inside the CIA and Pentagon to do interviews for the History Channel.
He also wrote, produced, and directed his own award-winning documentary Riding Bikes with the Dutch filmed on location in the Netherlands which premiered in Long Beach at the Art Theatre.
Some of Michael's local projects include work with Hyundai Hope on Wheels and Genesis Motors, Segerstrom Center for the Arts, The Boys & Girls Clubs of Long Beach, Assistance League of Long Beach, Farm Lot 59, Precious Lamb, For the Child, and CCEJ.
Major Gift Fundraising: Building Relationships with High-Impact Donors
Major gifts can significantly impact your nonprofit’s ability to grow and serve your mission.
In this course, you’ll learn how to identify, cultivate, and steward high-impact donors who are passionate about your cause. Build the skills needed to create meaningful relationships that lead to transformational gifts.
Learning Objectives:
Understand the process of major gift fundraising for nonprofits.
Learn how to identify and research potential major donors.
Develop strategies to cultivate and build relationships with high-impact donors.
Create donor stewardship plans to ensure long-term engagement.
Align major gift fundraising efforts with your overall development strategy.
Who Should Attend:
Development Directors and Officers: Those overseeing fundraising initiatives and aiming to secure substantial contributions.
Executive Directors and Senior Leaders: Decision-makers looking to integrate major gift strategies into organizational growth plans.
Board Members: Individuals involved in fundraising efforts and donor relations.
Major Gifts Officers: Professionals dedicated to cultivating relationships with high-impact donors.
Prospect Researchers: Staff responsible for identifying and evaluating potential major donors.
Team Management Skills Certificate Course
Master the Art of Team Leadership: Build, Lead, and Inspire High-Performing Teams!
Unlock the key to building and leading high-performing teams with this 7-session certificate course designed for professionals looking to enhance their team leadership skills. This interactive program provides practical tools and strategies to foster collaboration, communication, and innovation within your team. Participants will gain insights into team dynamics, effective meeting management, change leadership, and creative problem-solving, culminating in a comprehensive skill set for driving team success.
March 7th - Getting Grounded in Team Basics
Learn the fundamental principles of successful teamwork, including defining team roles, setting clear goals, and fostering a culture of accountability.
March 14th - Leveraging Style Differences on Your Team
Discover how to identify and utilize different working styles within your team to enhance communication, collaboration, and overall effectiveness.
March 21st - Enhancing Team Communications
This session enhances team communication by teaching clear messaging, active listening, constructive feedback, and various communication styles and tools for better collaboration.
March 28th - Running Effective Team Meetings
Master the art of leading productive meetings that drive engagement, decision-making, and action. Learn techniques for structuring meetings, managing time, and encouraging participation.
April 4th - Managing Change on Your Team
Gain the skills to lead your team through change with confidence. Explore strategies for overcoming resistance, maintaining morale, and ensuring a smooth transition during organizational shifts.
April 11th - Avoid Group Thinking
Prevent groupthink and foster a culture of critical thinking and diverse perspectives. Learn techniques to encourage open dialogue, constructive debate, and better decision-making.
April 18th - Sparking Team Creativity
Fuel innovation within your team by creating an environment that encourages creative problem-solving and fresh ideas. Explore methods for brainstorming, collaboration, and fostering a growth mindset.
Who Should Attend:
This course is ideal for team leaders, managers, project coordinators, and professionals looking to strengthen their leadership skills and improve team performance.
HR Management Certificate Course
This certificate course is an interactive, instructor-led five-part course focused on training new HR professionals and managers on the core principles of effective HR management. By the end of this series, you will walk away with the knowledge, skills, and resources necessary to be able to effectively manage your nonprofit’s HR department.
Foundations of the HR Department - March 5, 2025
This session will focus on the foundations of the HR department including a compliance overview for personnel files, commonly used forms, handbooks, company policies, independent contractors, volunteer management, and helpful resources for the HR professional.
Payroll & Benefits - March 12, 2025
This session will focus on the payroll and benefits aspects of human resources including employee classifications, compensation practices, meal periods, leaves of absence, and medical benefits.
Recruiting, Selecting, Hiring & Exiting Employees - March 19, 2025
This session will focus on multiple points of the employee life cycle including recruiting, selecting, hiring, and exiting practices. In this course, participants will learn recruiting strategies, best practices for interviewing candidates, the process for onboarding and training new hires as well as how to effectively exit an employee.
Performance Management & Employee Development - March 26, 2025
This session will focus on strategies and insight to boost productivity, equip managers with skills necessary for handling performance management, and align team and individual activities with a company’s goals.
Managing an Employee Population- April 2, 2025
This session will focus on key issues in managing an employee population encompassing OSHA, ADA, work-related injuries, and HIPAA.
Training Provided By:
Cancellation Policy
As a courtesy to our trainers, all cancellations must be made by email at least 48 hours in advance to receive a full refund. No refunds will be given for late cancellations or no-shows for any course.
Mastering Public Speaking for Nonprofit Leaders: Communicate with Confidence and Impact
Effective public speaking is a powerful tool for nonprofit professionals to inspire action, raise awareness, and connect with stakeholders.
Speaking with confidence is an essential skill. It can be exhilarating, exciting and satisfying. It can also be an anxious, uncomfortable or even terrifying experience. Whether one-on-one, small group or audience of 1,000, most of us experience some level of uncertainty or fear. Why? Before we can work on leveling up your speaking confidence, or polishing your speaking skills, we will explore the core issues, and then, discuss how to manage and mitigate them to increase your level of confidence and comfort.
Learning Objectives:
Introduction – speaking is an art and science. Speaking well and confidently can help you make a good impression, make your case with greater credibility, influence outcomes, shape opinion, and relieve stress associated with making presentations.
Personal Diagnostics – individual self-assessments intended to reveal core issues that may contribute to your level of speaking comfort and confidence; identifying those elements that impact our ability to speak with confidence informs how we change our response.
Insights – addressing aggregate core issues, and how they influence our public speaking capabilities; validating what we know to be true as a first step to moving beyond.
Solutions – tips, tools, specific strategies, and tactics to manage and mitigate each issue, reduce anxiety, and build confidence.
Audience Assessment & Connection – knowing who, what, where, when, and why prepares you for speaking with agility, less stress, and greater capacity.
Role Play & Practice Exercises – small group experiences and volunteer class presentations.
Trainer:
Linda DiMario- DiMario is an accomplished economic development professional with over 40 years of experience spanning public, private, and nonprofit sectors. She served as the Greater Irvine Chamber’s Executive Vice President, leading initiatives in business attraction, innovation ecosystems, and export strategies. Currently, as Director of the Octane Foundation for Innovation (OFI), she oversees community initiatives like Women Leaders of Octane, STEAM Ahead, and the Non-Profit Accelerator, focusing on empowering underserved and underrepresented communities.
Previously, she led DiMario & Associates, a consulting practice aiding over 100 U.S. cities and organizations in economic revitalization. As CEO of the Arlington (TX) and Long Beach Area (CA) CVBs, she played key roles in transformative projects, including the Dallas Cowboys Stadium development.
DiMario serves on the boards of OCTANE and the OC World Affairs Council and contributes to fDi Alliance magazine. Her numerous accolades include World Trade Week Global Leadership and OCTANE’s Leadership in Success. She holds a B.A. in Political Science from Central Washington University and is a U.S. Air Force veteran.
Corporate Sponsorships: Building Strategic Partnerships
Corporate sponsorships offer a powerful way to support your nonprofit’s mission while building relationships with local businesses.
This course will teach you how to secure sponsorships that provide financial support and boost visibility for both parties. Learn how to approach corporations and create mutually beneficial partnerships.
Learning Objectives:
Understand the value of corporate sponsorships in nonprofit fundraising.
Learn how to identify and approach potential corporate sponsors.
Develop proposals that highlight the mutual benefits of sponsorship.
Create sponsorship packages that align with corporate and nonprofit goals.
Build and maintain long-term corporate partnerships.
Meet Your Trainer:
Clare McKenna joined OneOC in 2024 with over 30 years of nonprofit leadership experience. Known for her motivational style and ability to align teams, Clare helps organizations push beyond comfort zones to reach their fullest potential. She believes that strong relationships are the foundation of thriving nonprofits and excels at connecting people to achieve strategic outcomes. Clare’s expertise spans fundraising, public relations, event management, and executive management, with a track record of implementing high-performance systems to drive success. She holds a BA in Liberal Studies from California State University, Fullerton.
State of Mobile & Online Fundraising
OneOC is proud to partner with AFP-OC to offer this webinar.
For 60 years, AFP has been the standard-bearer for professionalism in fundraising. AFP-OC empowers individuals and organizations to practice ethical fundraising through professional education, networking, research and advocacy.
This webinar will analyze the state of nonprofit online fundraising and marketing, including the latest industry benchmarks, trends, and successes. We'll uncover the top challenges nonprofits face online and how to overcome them. Plus, we’ll examine where nonprofits are thriving online and what’s next for digital engagement and fundraising.
Learning Objectives:
Understand the latest online fundraising and marketing trends, including what’s next for nonprofits
Uncover which areas of online fundraising that are thriving, and which are declining
See the latest industry and peer benchmarks to measure your nonprofit performance.
Meet Your Trainer:
Mike Smusz brings 19 years of digital fundraising experience to his role as Director of Nonprofit Customer Experience at Tatango, a text messaging platform for nonprofits and political candidates. Prior to Tatango, Mike spent 15 years at Blackbaud leading a team of digital consultants that helped nonprofits improve their online fundraising, monthly giving, email marketing and peer-to-peer fundraising programs. Mike started his nonprofit career managing Ride for Roswell from 2003 to 2005 in his hometown of Buffalo, NY.
Empowering Teams: Advanced Leadership Techniques for Success
Unlock the potential of your nonprofit organization with Empowering Teams: Advanced Leadership Techniques for Success.
This course is designed for nonprofit leaders who aspire to elevate their teams to new heights. In today’s fast-paced environment, effective leadership is essential for driving engagement, fostering collaboration, and achieving organizational goals. Join us to explore advanced strategies that will empower your teams, enhance their performance, and cultivate a culture of innovation and resilience. With this expert-led session, interactive discussions, and practical tools, you'll walk away equipped to inspire your team and lead with confidence.
Learning Objectives:
Cultivate a High-Performance Culture: Understand the key components of a high-performance culture and learn how to foster an environment that encourages collaboration, creativity, and accountability among team members.
Implement Effective Communication Strategies: Master advanced communication techniques to enhance team dynamics, ensure clarity in messaging, and improve overall engagement within your nonprofit.
Leverage Diversity and Inclusion: Explore how to harness the strengths of diverse teams, promote inclusive practices, and create a sense of belonging that drives innovation and problem-solving.
Drive Change Management: Learn effective strategies for leading your team through change, including how to manage resistance, facilitate smooth transitions, and maintain morale during challenging times.
Meet The Funder: Wells Fargo
What is “Meet the Funder”?
"Meet the Funder" is an exclusive event designed to bring nonprofit leaders together with leading funders to foster meaningful connections, share insights, and explore funding opportunities. This series is your chance to hear directly from funders about their priorities, application processes, and how they support nonprofit missions like yours.
Featured Funder: Wells Fargo
We’re excited to announce Wells Fargo as our highlighted funder for this session. Join us to learn about their philanthropic initiatives, community impact goals, and how your organization can align with their vision to secure support for your work.
Why Attend?
Insights: Gain insider knowledge about Wells Fargo’s funding priorities and application process.
Engagement: Ask questions and connect directly with decision-makers.
Opportunities: Discover how your nonprofit can align with their mission for a greater chance of funding success.
Governance Best Practices: Strengthening Your Board’s Role
A strong board is essential for nonprofit success.
This virtual course via Zoom will help you develop governance best practices that ensure your board operates effectively and in alignment with your mission. Learn how to empower your board to lead with accountability, transparency, and strategic vision.
Learning Objectives:
Understand the key roles and responsibilities of nonprofit boards.
Learn best practices for effective governance and decision-making.
Foster a culture of accountability and transparency within the board.
Align board actions with the nonprofit’s mission and strategic goals.
Develop strategies for board performance evaluation and improvement.
Meet Your Trainer: Tim Strauch
Tim Strauch is the President & CEO of OneOC in Orange County, California, where he has leveraged his strategic leadership to support over 950 organizations. With more than 30 years in nonprofit leadership, Tim has guided individuals and organizations to achieve their highest potential and amplify community impact. He serves on the California Volunteers Commission and collaborates with national committees through Points of Light. A key figure in the Service Enterprise program, Tim has helped over 150 organizations nationwide enhance their volunteer engagement. Previously, he held various leadership roles at the YMCA, including Executive Vice President and Chief Development Officer. Tim’s expertise spans leadership development, operations, board and volunteer advancement, fundraising, and strategic planning. He holds a master’s degree in athletic administration from Florida State University and a bachelor’s degree from the University of Southern California.
Employment Law Updates for Nonprofits
Stay compliant and ahead of the curve with the latest Employment Law Updates tailored for nonprofits.
This course provides essential legal insights to help nonprofit leaders navigate evolving employment laws, avoid costly mistakes, and create a fair, legally sound workplace.
Learning Objectives:
Learn about the latest federal and state employment law updates relevant to the nonprofit sector.
Stay up to date with laws impacting recruitment, hiring, and onboarding processes.
Understand updated wages and overtime laws to maintain compliance and avoid penalties.
Learn about the latest changes in employee leave, benefits, and accommodation requirements.
Gain practical tools and strategies to manage potential legal issues and mitigate risks in the workplace.
Meet your Trainer:
Tracey Jensen Director of Human Resources at KTime HR
Transformational Change Management
In today's dynamic workplace, change is an inevitable force that can shape an organization's future.
Mastering the art of change management is not just beneficial—it's essential. This transformative course empowers you with the skills and mindset necessary to lead your team through the complexities of change, whether it’s a minor adjustment or a major overhaul. You’ll explore the foundational principles of Organizational Change Management and acquire practical strategies to implement successful transitions while minimizing disruptions. Learn how to harness the power of change to drive growth, enhance performance, and foster a resilient organizational culture. Join us to become an effective change agent and guide your organization to thrive amidst change!
Learning Objectives:
Understand the responsibilities and influence of change agents in facilitating successful organizational change.
Grasp the stages of the change cycle and apply effective strategies to accelerate progress through each phase of the process.
Utilize the steps of successful change management to create a tailored action plan that addresses the unique needs of your program or organization.
Analyze how changes affect people, processes, and performance, and learn to implement strategies that optimize outcomes.
Identify potential challenges during the change process and discover simple yet effective strategies to prevent costly mistakes.
MEET YOUR TRAINER:
Barry Ross is Executive Director, Justice Partnerships for the Sisters of St. Joseph of Orange, where he oversees the Sisters of St. Joseph Healthcare Foundation and the Sisters of St. Joseph of Orange Fund. Prior to taking on this role in June 2022, he served Providence St. Joseph Health for 35 years, including leading community benefit programs for their hospitals in Orange and San Bernardino counties. He serves on the faculty of California State University Fullerton programs in Public Health and in Nursing, and Los Angeles Valley College in the Community Health Worker certificate program. He currently serves as a Commissioner for the Buena Park Homeless Navigation Center Commission, a member of the Leadership Council, United to End Homelessness, a member of the Health Committee of Illumination Foundation and as an Executive Coach for Executive Coaches of Orange County. He has served on many non-profit boards in leadership capacities. He obtained his BSN, MPH and MBA degrees from Columbia University.
Centering Humans in AI and Personalization
In the rapidly evolving world of artificial intelligence (AI) and data-driven personalization, it’s easy to lose sight of the people behind the numbers.
This session, presented by the Association of Fundraising Professionals (AFP), explores the importance of keeping human connections at the heart of AI-enabled strategies. Participants will discover how to use AI tools ethically and effectively to enhance donor engagement while ensuring that technology amplifies, rather than replaces, meaningful relationships.
Learning Objectives:
Understand Ethical AI Use: Learn to identify and implement ethical practices for using AI and personalization in fundraising, ensuring transparency and donor trust.
Leverage AI to Enhance Human Relationships: Explore strategies to use AI tools to strengthen donor relationships without compromising the personal touch that drives engagement.
Balance Technology with Humanity: Develop practical approaches to integrate AI-powered personalization while centering empathy and authenticity in all donor communications.
Nonprofit Management Certificate Course
OneOC’s Nonprofit Management Certificate is a 6-module comprehensive in-person training program designed to prepare you with the practical knowledge and skills needed to support the sustainability of a nonprofit organization.
In this certificate, you will explore the key concepts in nonprofit management including leadership, fundraising, board development, financial management, program development, operations, project management, marketing, and organizational strategy. Facilitated by nonprofit Senior Directors & Executives with decades of on-the-ground experience, this certificate will equip you with the tools needed for a successful career in nonprofit.
Succeeding in Nonprofit Management 1/10/2025
Trainer: Tim Strauch
Leading a nonprofit requires a wide variety of skills. This course serves as an introduction to a career in nonprofit management and covers the fundamentals and general best practices for running a nonprofit organization. You will learn about the common challenges nonprofit leaders face as well as the major areas of responsibility for a career in nonprofit management.
Organizational Strategy & Planning 1/17/2025
Trainer: Robert Coleman
Understand the major areas of responsibility for nonprofit leaders including organizational strategy, leading staff & volunteers, managing budgets, fundraising, program development, board governance and more. A nonprofit’s strategy is a critical factor of whether it will be successful. Although nonprofits are not concerned with maximizing shareholder value, establishing effective organizational strategies is the key to a nonprofit’s ability to effectively deliver on its mission. A Nonprofit’s strategies determine how they will execute their programs and services in order to achieve the overall vision of the organization. Establishing your strategy will help your nonprofit achieve its goals and take steps towards meaningful impact.
Program Development & Management 1/24/2025
Trainer: Loretta Monareng
In nonprofits, our programs are the heart of the organizations’ vision and mission, which drive our passion and priorities. In order to be successful, program directors and managers need the time and skills to identify the peaks and valleys of a program’s cycle. This course is essential for those new to the nonprofit sector, newly appointed directors or managers, and those looking to revitalize their program’s goals and purpose as it relates to the mission.
Fund Development & Promotion in Nonprofits 1/31/2025
Trainer: Clare McKenna
Fundraising is one of, if not the most important activities in a nonprofit organization. In order to finance programs and services, fundraising is an essential component of how nonprofits remain financially sustainable. In this comprehensive training, you will learn about the fundraising pyramid, learn the elements of an effective fundraising strategy, and gain the essential knowledge and skills you will need as you engage in fundraising in a career in nonprofit leadership.
Financial Management in Nonprofits 2/7/2025
Trainer: Annamarie Licina
The finances of an organization can be mystifying and inaccessible to nonprofit professionals who have not had an opportunity to obtain an orientation to the fundamentals of finance. In this course you will learn to understand basic financial terms and definitions, understand how to analyze financial statements, build budgets, as well as understand true program costs. This training will help understand the finances of your organization and prepare you for a future role in nonprofit management.
Leading Volunteer Groups 2/14/2025
Trainer: Elisa Cirrito
Effectively leading volunteers is an essential skill for any nonprofit leader. In this session, you will gain a comprehensive understanding of how volunteers are involved in the nonprofit sector, as well as how to exercise leadership best practices to keep volunteers excited, engaged and retained. You will learn about the different types of volunteer roles in a nonprofit organization with specific attention given to the role of board members and the relationship between the board and nonprofit leadership.
Grant Writing Certificate Course
This in person workshop is designed to help students develop award winning grant proposals in an interactive style.
Students will learn the basic components of a grant proposal and how to craft each component to position their agency for success.
Learning Objectives:
Opening Paragraphs
Need/Case Statements
Agency Description
Program description including goals/objectives/outcomes.
You will learn how to find funders with priorities that fit your situation and how to help funders further their own philanthropic objectives, ultimately resulting in the support of your nonprofit. For each section of the workshop, students submit real-life examples from their own agency for critique and improvement. In each workshop, we strive to have one representative of a foundation visit to explain how they make decisions about granting funds to help guide your future proposals.
Course Dates:
Mark your calendars to ensure you attend all five workshops required to complete your certification.
January 9, 2025 (In-person)
January 16, 2025 (Zoom)
January 23, 2025 (Zoom)
January 30, 2025 (Zoom)
February 6, 2025 (In-person)
Meet Your Instructor:
Scott Evans has been a freelance grant writer since 2005 and is the former Director of Development for the Pediatric Cancer Research Foundation. Scott has written proposals for many types of non-profits including education, research, human services, youth development, workforce development, and the arts. He also serves as the Administrator for the Association of Fundraising Professionals, Orange County chapter and is a Past-President of the organization. His measurement of the success of the course is dependent on the students’ writing improvement and their better understanding of the audience, that is reading their proposals and making decisions. With that, students will create clear overtures that accurately portray their organizations’ good work.
Closing End-of-Year Gifts & Set Up for Success
The end of the year is always crunch time to make sure that you have the systems in place, with the right communications and outreach so that you can close all the gifts your worked so hard to put in place by that magical moment.
During this time, there are many competing interests to juggle: Reaching our donors in between the holidays; Giving Tuesday; End-of-Year mail campaigns; Special Events; and the day-to-day tasks of running the organization. Laura Fredericks has created the right structure for you to master your calendar and optimize the ideal times when you can reach your supporters. Communicating with supporters when THEY are in the right frame of mind to have those meaningful conversations will maximize your success to CLOSE all types of gifts. Bonus time – she will show you how you can use December as the perfect time to line up your visits and outreach in January and February so that you start 2025 off and running with new gifts in the new year.
Meet Your Trainer:
Laura Fredricks, JD, who as CEO and Founder of THE ASK© and an international consultant, trains, and coaches individuals, businesses, and nonprofits on How to ASK and GET exactly what you want. She is the first to combine the most trusted professions, law and philanthropy. “Laura’s 5 Laws on ASKing” have brought resounding sustainable monetary success worldwide. She has helped hundreds of global executives, industry trailblazers, marketing and communication leaders, boards, fundraisers, entrepreneurs, teenagers, artists, philanthropists, and everyday people get their Best Professional and Personal Life Possible, through THE ASK. Laura’s newest book, her 7th: “Hard Asks Made Easy: How to Get Exactly What You Want” (Advantage June 2023) is Amazon’s #1 Business Mentoring & Coaching.
Nonprofit Holiday Happy Hour: Networking Event
Please join OneOC and Orange County Grantmakers for an evening of networking with the nonprofit community hosted on Thursday, December 12, 2024, from 4:30 pm to 6:30 pm at Hangar 24 Craft Brewing in Irvine, CA.
This Nonprofit Happy Hour is an exciting opportunity for nonprofit leaders to connect, share best practices, inspire brilliant ideas, and discuss recent learnings valuable for the entire nonprofit community. This happy hour opportunity will not have an agenda. We are excited for you to join us for drinks while networking with other nonprofit leaders.
To Register: Please purchase your happy hour ticket here!
Tax Prep Info Session: Organizing Your Books
Preparing your organization’s books for the 990 tax return (Return of Organization Exempt from Income Tax) can be a daunting task.
Attend this Tax Preparation Information Session to learn about how to be better prepared when working with your CPA. Objectives of this information session include:
Best accounting practices and processes to have throughout the year to get your books closed and finalized
Financial reports you will need to provide to your CPA for your 990 tax return
Tax and audit threshold filing requirements
Tax Filing Deadlines
Meet Your Trainer:
Annamarie Licina is a Director of Finance and Nonprofit Accounting Services. She will also present how OneOC can help your nonprofit as your back-office support through our Accounting Services team. She is an Enrolled Agent with a background in Tax Preparation, Small Business Accounting, and Financial Planning. She holds a BS in Business Administration with emphasis’ in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is a proud Big Sister through the Big Sister Big Brothers program and enjoys volunteering, especially when teaching Financial Literacy to the youth. She is happy to have joined the OneOC team in 2020 where her love for helping others in accounting and in supporting non-profits combine.
Foundations of Volunteer Management
The Foundations of Volunteer Management course introduces the core functions of volunteer management including planning/assessing, recruitment, support, retention, recognition, and evaluation.
Participants will gain a better understanding of all core functions with a deeper dive into the 3 Rs of volunteer management – recruitment, retention, and recognition. During this course, we will use resources to assess volunteer programs throughout, in addition to sharing experience and tips to strengthen your understanding of volunteer management.
MEET YOUR TRAINER:
Elisa Cirrito joined the Volunteer Services team in the summer of 2022. She has experience in leadership program coordination and event planning from her previous role serving Fullerton College. She interned for the Los Angeles Mayor’s Office of Public Safety and a nonprofit organization, Achieving the Dream, which fortified her passion for strengthening her local communities. She holds an M.A. in Public Administration with a concentration in local government management from California State University, Fullerton.