Previous Workshops

How to Sell out Your Fundraising Event with a Zero Promotional Budget         

About the Speaker: Claudette Shatto previously the Vice President of Marketing and Sales at V. Sattui Winery and currently Adjunct Instructor of Business Marketing at Napa Valley College

Sponsored by: CellarPass.com and Mechanics Bank

Tuesday, November 15, 2016
Gasser Building Conference Room, Napa

Practical advice on how to sell out your fundraising event.

The One-Minute Message            
 
Presented by Sarah Moore, Director of Brand Strategy at Mission Minded
Hosted by the Napa Valley Coalition of Nonprofit Agencies' Development Directors Roundtable
 
Thursday, June 23, 2016
Napa Valley Community Foundation Community Conference Center, Napa

Why does your organization exist, and why should people care? Learn how to explain your organization’s purpose—and leave them wanting more—with just a few sentences!

3-Day Grant Writing Bootcamp

Facilitated by:
Foundation Center San Francisco
Mission Minded

July 8. 9. & 14, 2014
Napa Valley College - McCarthy Library Community Room, Napa

Foundation Center San Francisco’s top rated three-day immersion course focused on the essential knowledge and skills grantseekers need to become effective proposal writers. Mission Minded graciously donated their time and lead a workshop in the “Minute Message Model”.

BrandEquation & Minute Message Model

Facilitated by Jennie Winton, Founding Partner, and Sarah Moore, Senior Strategist, of Mission Minded
September 11, 2013
Napa Valley College - McCarthy Library Community Room, Napa

For nonprofits, strong brands are authentic and aspirational. Does your nonprofit’s brand speak to who you really are, and who you want to be? When it’s done right, branding helps nonprofit leaders like you solidify relationships with current supporters, attract new ones, and align your internal team around a clear idea of what you stand for.

Our Minute Message Model offers a framework to guide nonprofit leaders in creating the clear, compelling messages that move their audiences to action.

"New" Executive Director Workshop

Presented by Leyna Bernstein
February 13, 2013
Rabobank , Napa

A workshop for the new or newish Executive Director or Program Manager , that want to sharpen their leadership skills or see how they are faring. Leyna knows the ins and outs of everything Nonprofit and she shares great advice and experience for front end success.

Matters That Matter

Presented by Kristine Van Raden and Molly Davis
October 26, 2012
Napa Valley Hospice & Adult Day Services

The Matters That Matter workshop provides you the opportunity to consider present life and rediscover that which is truly important. These insights can then be translated into meaningful action, allowing you to begin to regain control and live authentically in your personal and professional life.

Sponsored by the Coalition and Queen of the Valley Community Outreach.

Minute Message Model

Presented by Mission Minded co-founder Jennie Winton and senior strategist Sarah Moore
March 27, 2012
Queen of the Valley Community Outreach

The Minute Message Model teaches nonprofit leaders how to talk about their work in a way that engages audiences and catalyzes support. Join us and learn how to reorganize and prioritize your nonprofit organization's key messages.  For more information about the company, which is a marketing communication consulting firm based in San Francisco with a client list comprised of exclusively nonprofit organizations and foundations.

This workshop was underwritten by the Queen of the Valley Community Outreach and by Mechanics Bank.

The AAA Way to Fundraising Success

Presented by Kay Sprinkle Grace
June 28, 2011
Napa County Office of Education, Napa

Nonprofits dream of having a fully engaged board -- one where everyone is working to promote the organization and engage the community as friends and supporters of the organization.  This is not an impossible dream.  Kay Sprinkel Grace, noted San Francisco consultant, spoke about ways to involve their board members as Ambassadors, Advocates and Askers.  Drawing from her book, "The AAA Way to Fundraising Success," Ms. Grace will provide an overview of the "AAA" program and tools to help nonprofits implement the program.  Based on the idea that people are motivated to be involved but want to operate in their "confidence zone" relative to community outreach, the program will be laced with humor, stories, ideas and techniques -- including the ingredients for the "elevator speech" and a volunteer tool kit -- that will help every board member find the right role.  Framing the presentation's tactics will be connections to the bigger ideas about donor engagement that are key aspects of Ms. Grace's overall approach to philanthropic development in organizations.

"Proposal Writing Basics" and "Proposal Budget Basics"

Co-sponsored by Mechanics Bank and Queen of the Valley Medical Center Community Outreach

2 great back-to-back workshops
Presented by Scott Ullman, Training Coordinator SF Foundation
March 24, 2011
Napa County Office of Education Conference Room, Napa

"Proposal Writing Basics"
Learn the key components of a proposal to a foundation or corporation.
Proposal Writing Basics, an introductory overview of the process for new proposal writers, will give you some answers!

"Proposal Budget Basics"
Learn to prepare and present a budget in a grant proposal.

Pitch Prep 101 - Why Project Planning Entices Investors

Presented by Jennifer Stewart, Grant Writer, Napa County Office of Education and Michele Grupe, Associate Director, Cope Family Center
March 10, 2011
Clinic Ole Shafer Room, Napa

In this interactive workshop, you'll learn how to identify what investors (foundations, businesses, individuals) match your program, describe how your programs align with investors' needs and create a plan that illustrates the full cost and reward of the program.

"2.0 Technology-YIKES!”

Presented by Chris Dumas, Product Manager, Firstgiving
October 12, 2010
ParentsCAN Conference Room, Napa

Are you up to date on social networking re: fundraising, connections and outreach?? Ask Chris Dumas, Product Manager for FirstGiving and learn what others are doing.

Talking About Taxes: Show Me The Money!  A Training On What We Can Do About The California Budget Crisis

September 15, 2010
Napa Valley Vintners, Yountville

Show Me the Money! is a fast paced workshop offered to nonprofit organizations in California seeking ways to talk about the state and local budget crisis and the key income solutions.

Getting the Sacred Cows Out of the Boardroom

Co-Sponsored by Queen of the Valley Medical Center Community Outreach

Presented by Board consultant experts:
Leyna Bernstein and Morrie Warshawski
June 10, 2010
Napa Chamber of Commerce, Napa

Want to know how to create the Board of your dreams? Building a board can feel like herding cats, not cows. Come away from this training thinking about Boards in a new way, and with some practical ideas to implement in your own back forty.

Brand Based Decision Making

Presented by Diane Tompkins & Sarah Moore
February 25, 2010
Women's Club, Napa

This interactive 3 hour workshop challenged participants to think about their organization in a way that gets to the heart of who they are, what they do and why it matters.

“Exploring Strategic Options - From Informal Collaboration to Merger or Dissolution. What's Right For Your Organization?” Brown Bag Seminar

Co-sponsored by the Napa Valley Coalition of Nonprofit Agencies, the Napa Valley Community Foundation, the Peter A. and Vernice H. Gasser Foundation, Queen of the Valley Medical Center Community Outreach and DonorTools

Presented by Karen Stevenson, JD and Harmon Burstyn, CPA
July 29, 2009
Napa Valley Hospice and Adult Day Services, Napa

Thinking about organizational change or restructuring in today's tough economical environment? Learn how you can assess your sustainability using different strategies.

Condensing Your Nonprofit Pitch

Co-sponsored by Mechanics Bank

Presented by Renn Vara, SNP Communications
January 29, 2009
Child Start, Napa

 This participatory workshop helped us tell everyone how wonderful our organization is and helped us:

 * Improve our listening skills, a sure-fire way to win friends, influence people and raise more money;
 * Fine-tune our presentation-making techniques when we need to address larger audiences;
 * Perfect our “elevator pitch”, (the information we convey to a new person in a very limited time frame);
 * Refine our “Q and A” skills, particularly when responding to newspaper, TV and radio media

Compassionate Communication For You and Your Clients: How To Walk The Talk

Co-sponsored by Perry & Company

Presented by Rev. Hal Milton, Trainer and Author
December 3, 2008
Child Start, Napa

Through informative lecturettes by Rev. Milton and large and small group exercises, participants in this workshop will increase their ability to inspire, give and receive compassion and promote personal connections; learn nonviolent communication (NVC), a special approach of speaking and living used by leaders and others throughout the world; and learn how to see and celebrate ourselves in others.

The New IRS Form 990

Co-sponsored by G&J Seiberlich & Co LLP CPAs

Presented by Job Quesada, CPA, Partner, the Harrington Group, San Francisco and San Marino
November 20, 2008
Child Start, Napa

For years, the Internal Revenue Service has been working on revisions to Form 990, the annual nonprofit tax return, which has not had a major update in 30 years. The new Form 990 is required to be used in the 2009 tax filing season for 2008 returns, although there is some transitional relief for smaller organizations. This workshop is designed to discuss the significant changes of the new form, its requirements and to bring awareness to tax-exempt organizations, so that they are prepared for the 2009 tax filing season for 2008 returns.

Focus On Advocacy: For The Client and Your Agency

Co-sponsored by United Way of the Bay Area and its Helplink 2-1-1 Project

Presented by Kathleen O’Neill and Betty Creary
October 28, 2008
Napa Valley Vintners Community Health Center, Napa

If you are a nonprofit organization professional, and you want to learn how to advocate for your clients more effectively, plan to attend the Focus on Advocacy: For The Client and Your Agency workshop. The workshop will instruct participants on assessment tools to assist in identifying underlying client needs, the differences between advocacy and empowerment and techniques for providing active assistance and building client confidence for self-advocacy.

Another Funding Source?: Earned Income Strategies For your Nonprofit Organization

Co-sponsored by G&J Seiberlich & Co LLP

Presented by Catherine Marshall
September 29, 2008
Napa Valley Hospice and Adult Day Services, Napa

Earned income activities offer opportunities to expand your work in the community, secure unrestricted funds and reduce dependency on fickle funding sources. This program will help nonprofit leaders learn how to identify opportunities within their current operations, test the feasibility of a concept and adapt their systems for the strategy while staying on mission.

I Can Take You There! Coaching For Growth and Results

Presented by Development Consultant William W. Sywak
 August 21, 2008
Napa County Historical Society, Napa

This workshop is designed specifically for nonprofit agency executive directors and staff members who want to take on this much-needed role within their organization.

Getting On The Same Page: A “How To” Workshop on Executive Director Performance Management Reviews for Nonprofit Agency Board Members and Executive Directors”

Presented by Cheri Bailly-Jacobs
July 30, 2008
First 5 Napa, Napa

Executive Directors excel under explicit goals and timetables; they use performance management discipline with their staff on a regular basis. Too frequently Boards assume the Executive Director does not need or want much direction or feedback from the Board. To increase effectiveness and success of any organization, performance planning starts at the top. This workshop was designed to help Executive Directors and their Boards transfer organization goals to an individual performance plan.

The Logic Behind the Logic Model

Presented by Maryn Boess
June 12, 2008
Queen of the Valley Community Outreach, Napa

Inputs . . . Outputs . . . Outcomes . . . Goals . . . Logic Models: Everywhere you turn, grantseekers are talking about them. And more and more funders -- private and public alike -- are requiring them as part of your grant application package.

Budget-Building for Grant Professionals: Story and Sustainability

Presented by Maryn Boess
June 11, 2008
North Bay Regional Center, Napa

At the heart of every mission-driven grant proposal stands a mission-driven budget. A good budget provides an honest, complete and clear picture of the total value of all the resources necessary to perform the proposed work. It also stands as an invaluable management and evaluation tool when it comes to running the grant-funded program.

The 90-Minute Grant Proposal: Speed-Thinking Your Way to a Clear, Compelling - and Fundable! Project Concept

Presented by Maryn Boess
June 11, 2008
North Bay Regional Center, Napa

Do you have a great grant idea you'd like to create, but not sure how to start? Come and join us as we show you how to develop and test a project concept in a matter of minutes. No more going back to the office to get it done - have a first-draft proposal concept in 90 minutes.

Ultimate Grants Toolkit Workshop

Presented by Maryn Boess
June 10, 2008
Child Start, Napa

For beginners and veterans alike, this full-day workshop offered an intensive, hands-on, skill-building approach to corporate, foundation and government grantsmanship.

Partnership Pays!  Building Collaborations That Work

Presented by Maryn Boess
June 9, 2008
Napa Valley Vintners Community Health Center, Napa

Thinking and working collaboratively "pays" in many ways for your grantseeking organization. But creating and sustaining meaningful partnership doesn't get any less challenging when there's a grant proposal at stake. In this thought-provoking, down-to-reality workshop, we'll take a close look at what "collaboration" means in the community -- and how you can make it work for you.

Achieving Strategic Agility: An Introduction to Nonprofit Organizational Planning

Presented by Morrie Warshawksi
March 20, 2008
Puertas Abiertas Resource Center, Napa

If you’ve ever wondered how and why planning might be important to your organization’s survival and growth, then this workshop was for you.  Morrie has specialized in planning with nonprofits for over half of his thirty years working in the field.  He brings his practical experience to bear in this highly participatory workshop that covered the basics of planning from Accepting the need to plan, to Zealously implementing actions.

Building Your Team

Presented by Debbie Ward
February 13, 2008
Lincoln Theater, Yountville

This workshop was for nonprofit agency supervisors, managers, project leaders, team leads and anyone who leads a team, whether you have the official title or not.  Participants learned a five phase model of team development, and figured out where their team(s) are in their development and learned techniques to strengthen their team in each of the five phases.

Pay For Performance

Presented by Shari Dunn
January 31, 2008
Queen of the Valley Medical Center, Napa

Led by Shari Dunn of CompAnalysis (www.compensation.com), an Oakland-based compensation and performance management consulting firm with extensive experience working with nonprofits, this workshop focused on establishing a performance culture in your organization, potentially supported by compensation plans that motivate the desired outcomes.

Communication for Supervisors

Presented by Debbie Ward
January 29, 2008
First 5, Napa

Communication is 80% of what a nonprofit supervisor does everyday, so this was way to start off 2008 with some new skills to make all of your communications more effective. The workshop was conducted by Napa Valley human resources consultant Cheri Bailly-Jacobs and featured exercises and activities to practice the skills as well as address your current communication challenges.

Communicate and Work Together With More Ease by Understanding Styles

Presented by Debbie Ward
January 23, 2008
Napa Valley Vintners Community Health Center, St. Helena

DiSC, a powerful self-assessment tool, gave employees and managers a way to quickly gain insight into different works styles, understand how their own preferred work style is experienced by others, and learn how they can adapt their communication and behavior to increase their effectiveness and maintain relationships.

The One Page Business Plan for Nonprofits Workshop

Presented by Catherine Marshall
December 12, 2007
First 5, Napa

If nonprofit folks have nothing else, we have ideas about how to make our community a better place in which to live and work.  We have BIG ideas and sometimes so many of them that it is hard to boil it all down to a manageable size and plan our next moves.  This highly praised workshop helped to clarify your leadership plan, engage your team, effectively communicate your plan to donors, volunteers, grantmakers and the public, and articulate your mission, vision, strategies and objectives in a clear, concise way.

Managing to Lead: Developing Your Management and Supervisory Skills

With Deborah Ward
December 7, 2007
Napa Valley Vintners, St. Helena

Managing people in a nonprofit organization can be both confounding and extremely rewarding.  This highly praised workshop will helped participants assess their own skills as a supervisor and offered techniques to make staff more effective.  Topics covered included the role of the supervisor/manager, team development, styles, delegation and nonverbal communication and listening.

Fundraising Houseparty

With Morrie Warshawski
November 14, 2007
Queen of the Valley Medical Center Community Outreach

Noted writer and media consultant Morrie Warshawski presented his half-day workshop based on his book, entitled "The Fundraising Houseparty: How to Get Charitable Donations From Individuals in a Houseparty Setting", detailing the steps to create a successful Fundraising Houseparty.

Condensing Your Pitch

Presented by Renn Vara
General Manager and Founder, SNP Communications, San Francisco
October 25, 2007
Queen of the Valley Medical Center Community Outreach

This participatory workshop helped us tell everyone how wonderful our organization is and helped us:

*Improve our listening skills, a sure-fire way to win friends, influence people and raise more money;
* Fine-tune our presentation-making techniques when we need to address larger audiences;
*Perfect our “elevator pitch”, (the information we convey to a new person in a very limited time frame);
* Refine our “Q and A” skills, particularly when responding to newspaper, TV and radio media

The Voice, Face and Heart of our Agencies: A Special Training for Nonprofit Receptionists, Intake Workers and Information and Referral Specialists

Presented by Betty Creary, Resource Manager, HELPLink, United Way Community Information Center, San Francisco
September 21, 2007
Community Health Clinic Ole, Napa

This popular workshop helped you to identify active listening skills and explore techniques to establish trust and develop rapport with a caller. Participants learned how to use these skills and techniques on the phone as well as face to face to help callers to tell their story and get linked to the right person or place to get help.

Nonprofit Compensation: How To Set Salaries In Your Organization That Are Good To Your Employees and Fair To Your Organization

Presented by Shari Dunn and Rita Haronian
August 29, 2007
Community Health Clinic Ole, Napa
Additional financial support provided by the Mechanics Bank and E-CHX Payroll Services

Shari and Rita helped attendees to identify and resolve employee compensation issues and explained how to work with other nonprofit colleagues to find ways to attract, retain and motivate your employees through improved compensation practices.

The Ultimate Grants Toolkit Workshop

Presented by Maryn Boess
June 26, 2007
Child Start, Napa
Additional financial support provided by the Peter A. and Vernice H. Gasser Foundation

For beginners and veterans alike, this full-day workshop offered an intensive, hands-on, skill-building approach to corporate, foundation and government grantsmanship.

Making Friends With Funders: What Grantmakers: Want Every Grantseeker to Know

Presented by Maryn Boess
June 27, 2007
First Five, Napa
Additional financial support provided by the Peter A. and Vernice H. Gasser Foundation

Ever wonder what life is like on the other side of the funding desk? Being a grantmaker isn't as easy as you might think. Participants gained an inside look at a day in the life of a typical grantmaker learning what grantmakers love, what makes them grumpy - and how you can be sure you're delivering what they really, really want! Topics included:
    * What do we mean by "grantmaker"?
    * Understanding the grantmaker's real mission.
    * Meet Grumpy Grantmaker!
    * What grantmakers really, really want most of all in the whole wide world.
    * Eight qualities of exemplary proposals.
    * Inner secrets of successful proposals.
    * Creating relationships that work - for you.

Grants Readiness: The Culture and Practices of Successful Grantseeking Organizations

Presented by Maryn Boess
June 27, 2007
Hospice of Napa Valley, Napa
Additional financial support provided by the Peter A. and Vernice H. Gasser Foundation

What does it take to be a successful grantseeking organization? Success in grantsmanship involves much more than being able to write a good proposal. Participants learned how to lay the groundwork for effective grantsmanship in both the organization's culture and its practices.
    * Understand the importance of mission-drive grantsmanship;
    * Have tools to determine your organization's strategic priorities;
    * Be able to identify your organization's needs and resources for your grant-funded projects;
    * Have a framework for developing and strengthening financial and program accountability; and
    * Know the resources and practices necessary to position your organization for grants readiness.

The 3-Hour Financial Primer

Presented by Sojeila Silva, Manager, Fiscal Fitness Program, Northern California Community Loan Fund

May 8, 2007
First Five, Napa
Additional financial support provided by
Brenda A. Perry, CPA

The session begins with an overview of all the financial statements commonly used in nonprofits. However, we focused on the ones you should use the most: the income statement, the balance sheet and the variance report.

Getting On The Same Page: A "How To" Workshop on Executive Director Performance Management Reviews for Nonprofit Agency Board Members and Executive Directors

Presented by Human Resources Consultant Cheri Bailly-Jacobs
April 12, 2007
Hospice of Napa Valley, Napa
Funding provided by Napa Community Bank

Executive Directors excel under explicit goals and timetables; they use performance management discipline with their staff on a regular basis. Too frequently Boards assume the Executive Director does not need or want much direction or feedback from the Board. To increase effectiveness and success of any organization, performance planning starts at the top. This workshop was designed to help Executive Directors and their Boards transfer organization goals to an individual performance plan.

Come See The Rainbow: A Special Cultural Awareness Training For Health, Human Services and Education Professionals

Presented by Beth Lincoln and Dee McFarland, Principals, Celemonde!

March 16, 2007
Child Start, Napa

Our Community is multicultural and becoming more so each day. To do our work effectively, health, human services and education professionals must understand the cultural beliefs and values of diverse populations.

This workshop began the journey toward cultural awareness, sensitivity and competency by identifying our own cultural beliefs, values, biases and communication styles and comparing and contrasting with those of other ethnic groups. Through this process, participants discovered similarities and differences enabling them to build the bridge to understanding and to develop strategies to meet the needs of the people they serve.

How to Keep Them Down on the Farm: A New Look at Nonprofit Agency Employee Benefits

With Skip Robinson, Ph.D., Lecturer, Sonoma State University, and former Manager of the United Way of the Bay Area’s Group Insurance Trust

January 31, 2007
Child Start, Napa

In these challenging times, it’s hard enough to assemble a really good staff. But once you have them, how do you keep them happy? What array of employee benefits will enable you to retain good staff members? And how will you pay for them? This workshop addressed multiple human resource and benefit questions on the minds of the workshop participants.

The Voice, Face and Heart of our Agencies: A Special Training for Nonprofit Receptionists, Intake Workers and Information and Referral Specialists

With Betty Creary, Resource Manager,
   
December 6, 2006
Boys and Girls Clubs of Napa Valley, Napa

This workshop helped you to identify active listening skills and explore techniques to establish trust and develop rapport with a caller.

Interagency Collaboration: Why It's Good for Your Organization and How to Do It

A dialogue with Malcolm Margolin, Executive Director,
Heyday Institute and Publisher, Heyday Books and a panel of peers, including:
Jane Albert, Executive Director, Napa Humane
Tracy Lamb, Executive Director, Napa Emergency Women's Services
Eric Nelson, Executive Director, Napa County Museum
Angela Phillips, Executive Director, Acorn Soupe

November 8, 2006
Lincoln Theater foyer, Yountville

Organizational members of the Napa Valley Coalition of Nonprofit Agencies have a long and storied tradition of working collaboratively with each other on projects and initiatives that benefit our community. This workshop explored why and how do they do it.

Power Writing For Nonprofits: Principles of Clarity and Structure

With Maryn Boess, President, Grants USA

September 19, 2006
The Women's Center of St. Helena Hospital, St. Helena

In this hands-on workshop, participants learned and practiced simple but powerful and often overlooked techniques that had them writing more clearly, quickly and confidently -- right away.

The Ultimate Grants Toolkit Workshop

With Maryn Boess, President, Grants USA

September 18, 2006
Hospice of Napa Valley, Napa

For beginners and veterans alike, this full-day workshop offered an intensive, hands-on, skill-building approach to corporate, foundation and government grantsmanship.

The Many Hats of the Executive Director: What Nobody Told You Before You Took the Job!

With Bob Orser
The Nonprofit Doctor

August 15, 2006
Queen of the Valley Medical Center Community Outreach, Napa

Participants learned how to overcome their weaknesses as an Executive Director and capitalize on their strengths.

Strategic Board Recruitment

With Bob Kile

July 11, 2006
Child Start, Napa

Nonprofit executive search consultant Bob Kile conducted his nationally acclaimed workshop entitled Strategic Board Recruitment, an eight-step recruitment model that nonprofit organizations can use to get the Board Members and other volunteers they need.

How to Understand Tax-Exempt Organization Financial Statements and Other Related Mysteries

With Ward Pynn, CPA, and Marcy Morgan, CPA
Blanding, Boyer & Rockwell, LLP, Certified Public Accountants and Consultants

May 31, 2006
Hospice of Napa Valley, Napa

This workshop was especially designed for Executive Directors out there who are asking "can someone help me teach our Board of Directors how to understand our financial statements"?

The Fundraising Houseparty: How To Get Charitable Donations From Individuals in a Houseparty Setting

With Morrie Warshawski

May 4, 2006
Boys and Girls Clubs of Napa Valley, Napa

Noted writer and media consultant Morrie Warshawski presented his half-day workshop based on his book, entitled "The Fundraising Houseparty: How to Get Charitable Donations From Individuals in a Houseparty Setting", detailing the steps to create a successful Fundraising Houseparty.
 

Napa Valley Coalition of Nonprofit Agencies
150 Camino Dorado
Napa, CA 94558