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.
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.
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.
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.
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
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.
Annual Planning
Enter here a description of the training
Enter here an image and or bio of the trainer
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.
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.
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.
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.
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.