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.
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.
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
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.
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.
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.
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.
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.
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.
Insurance and General Liability
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Annual Planning
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Cybersecurity
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Diversifying Revenue Streams
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Employment Law Updates
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GrantStation
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Intro to Nonprofit Sector
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Measuring Program Impact
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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 ©
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.
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.
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.
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.