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Monday, May 13, 2013
Wednesday, May 22: Panel & Discussion, Your Board and the Committee System
Monday, June 18, 2012
The Development Assessment Program: Video Now Available
Many nonprofit executives are confronted with the challenge of leading organizational fund raising efforts without necessarily having background or experience in this most critical area. The development assessment process provides organizations with a comprehensive analysis of the strengths and weaknesses of existing fund raising programs. The assessment process focuses on how the organization can maximize current resources and makes recommendations regarding additional resources needed to attain full fund raising potential. The development assessment is worth considering if an organization:
• Is dissatisfied with current fund raising performance.
• Wants to increase Board involvement, participation and “ownership” of the development program
• Seeks comparative benchmarks by which to evaluate fund raising effectiveness
• Is looking for a strategic development plan to complement the overall organizational strategic plan.
• Is preparing for a major capital campaign.
Video Now Available:
Wednesday, June 6, 2012
Leatherstocking AEA: Creative Collaborations for Optimizing Resources
- Peter Hujik, Otsego Land Trust- sharing on various collaborations, including a recent merger with Brookwood Gardens
- Terry Capuano, United Way of Delaware and Otsego Counties- sharing about the collaboration of business operations with United Way of Broome County
- Alan Rowe, Research and Preservation Coordinator, Hanford Mills Museum- speaking about the Museum's experience with sharing space
Saturday, February 4, 2012
The Development Assessment: A Tool to Enhance Fund Raising Effectiveness
Many nonprofit executives are confronted with the challenge of leading organizational fund raising efforts without necessarily having background or experience in this most critical area. The development assessment process provides organizations with a comprehensive analysis of the strengths and weaknesses of existing fund raising programs. The assessment process focuses on how the organization can maximize current resources and makes recommendations regarding additional resources needed to attain full fund raising potential. The development assessment is worth considering if an organization:
• Is dissatisfied with current fund raising performance.
• Wants to increase Board involvement, participation and “ownership” of the development program
• Seeks comparative benchmarks by which to evaluate fund raising effectiveness
• Is looking for a strategic development plan to complement the overall organizational strategic plan.
• Is preparing for a major capital campaign.
REGISTER NOW
Date: April 25, 2012
Time: 9:00am-11:00am
Location: FoxCare Center's Education Room 1 FoxCare Drive, Route 7 Oneonta, NY 13820
On the Presenter: Michael Stein was appointed Vice President- Development at the Bassett Medical Center (Cooperstown, NY) in February of 2011. He joined Bassett in 1982 and later became the organization’s first Director of Public Relations and Fund Development. In that capacity, Stein helped orchestrate Bassett’s first capital campaign to help fund construction of the Bassett Clinic. In 1994, he left Bassett to serve as the Vice President for Development of the Presbyterian Hospital in the City of New York. Returning to Bassett in October 1996, Stein served as the Vice President for External Affairs. He successfully managed a $15 million capital campaign in 1997 and later led the Bassett Heart Care Campaign, which raised $12 million in support of the Bassett Heart Care Institute and related construction projects. For the past five years he has served as Bassett’s Executive Director for Government Affairs on a part-time basis, while also serving as an independent fund raising consultant to numerous not for profit organizations throughout upstate New York including the National Baseball Hall of Fame and Museum, Springbrook, Union Graduate College and the Masonic Research Laboratory. He has lectured on fundraising topics for many organizations and academic institutions throughout the state.
Stein serves on the board of O’Connor Hospital in Delhi, the University Council at the University at Albany and is currently co-chair of Planned Parenthood of South Central New York. He previously served as President of the Utica Chapter of the American Heart Association, and on the Board of Directors for the American Heart Association Northeast Affiliate. He also chaired the Health Care Association of New York State’s Task Force on Community Health.
Stein is a native of Brooklyn, New York. He received a Bachelor’s Degree from the University at Albany and a Masters in Counseling in Higher Education from the University of Michigan. He lives in Cooperstown with his family.
Monday, January 30, 2012
2012 Program Focus Announced
Steering Committee January 25th
Members Present:
Dan Maskin, Opportunities for Otsego
Debra Marcus, Planned Parenthood Of South Central New York, Inc.
Gina Reeves, The Brookwood School
Liz Callahan, Hanford Mills Museum
Michael Wesolowski, Malignant Hyperthermia Association of the United States (MHAUS)
Program focus for 2012
Fund Development Assessment
o Look at big picture of fundraising operations
Approach Mike Stein about presenting program
April 18 or 25
Oneonta
Creative Collaborations for Optimizing Resources
o Shared facility, space, staff and resources
Offer panel discussion
• Possible panelists (Planned Parenthood, Hanford Mills Museum, Otsego Land Trust, United Way of Delaware and Otsego Counties)
Build in networking opportunity for participants
• Share what needs are and what strengths are and can offer others
June 13th program date in Oneonta
Programmatic Collaboration
o How to collaborate and maximize on partnerships
Norwich Location
• SUNY Morrisville (Debra contact)
• September 19th possible date
From Silo'd to Syncro'd: Merging Individual Program Messages & Marching Under Your Organizational Banner
o Tara Collins, Watershed Agricultural Council
Delhi Location (SUNY Delhi – Debra contact)
• November 14th confirmed
Otsego County Needs Assessment Report
o Presentation to Leatherstocking AEA
Approach Megan Stanely
• Set date in March/April
o Are there other counties reports we can secure and provide to EDs
Sunday, August 28, 2011
September 28th Program Focuses on Board Fundraising: Reluctant to Ready
It is a common problem. Board members are often reluctant to accept their responsibility to financially support and solicit donations for the nonprofits they serve. Working toward a solution is an "inside out" approach, and regardless of the issues, there are effective steps you can take to transform a board whose members evade, resist, or just don't follow through, into one that's fully engaged in fundraising.
Audience: Board Chair, Executive Directors/CEOs, Development Officers.
Description: This half day workshop will provide a step-by-step plan to optimize board responsiveness, effectivess, and productivity in fundraising.
Workshop topics will include:
•Reviewing the fundamentals
•Evaluating your board
•The necessary resources
•Securing commitment
•Establishing accountability
•A look at inside as leadership
Presented by: Susan J. Palmer, Founder and President of The Palmer Westport Group
The Palmer Westport Group is an arts management consulting firm, which speacializes in strategic planning, fundraising and organizational development for nonprofit arts and cultural organizations.
REGISTER HERE
Time: 8:30am - 12:00pm
Cost: FREE
Location:
To Be Announced
Oneonta, NY 13820
Wednesday, June 1, 2011
Leatherstocking AEA Steering Committee Meetingq
Participants:
Dan Maskin, Opportunities for Otsego
Danielle Newell, Smithy Pioneer Gallery
Michael Wesolowski, Malignant Hyperthermia Association of the United States (MHAUS)
Susan Kenny, Roxbury Arts Group
Discussed April 20th program and ideas for next meetings
• Discussed employee benefits changes occurring as a result of the healthcare reform
• Discussed possible health insurance reform seminar in September
o Provide info/speaker about healthcare reform and impact
o Involve Bassett Medical Center in discussion about reform
o Invite local politicians to discussion
• Additional meeting discussed focusing on fund development
o Possibly invite a consultant to present to the Leatherstocking AEA
Linda London (from Albany area)
Susan Palmer (from Binghamton area)
Looking at week of 7/25 to 7/29
Thursday, April 21, 2011
Recap on Fund Development and Marketing Partnership: Video and Presentations
Thank you to our speakers, Paul Adamo, Tara Collins and Mike Stein!
Presenations and Video Available!
The Leatherstocking AEA program featured an engaging discussion about defining fund development and marketing in nonprofit operations, including their overlap and how to improve the partnership in these two areas. The presentation began with Paul Adamo, Vice President for College Advancement and Executive Director, College at Oneonta Foundation. In Paul's presentation (available here), he discussed his key fundraising factors and tips, as well as how marketing is involved. You can watch Paul relate his fundamentals here. In this video, Paul asks participants why people should give their nonprofit money. Lastly, Paul stresses the importance of your board in fundraising in this video.
The second portion of the program featured Tara Collins, Communications Director at Watershed Agricultural Council. In Tara's presentation (available here), she defines marketing and relates about the importance of marketing strategy. Watch here as Tara defines and stresses marketing strategy. Watch here as she elaborates on strategy and shows an example from Watershed Agricultural Council. Her presentation also addressed how to make the most of your efforts, and includes a number of linked resources.
The final portion of the program featured Mike Stein, Vice President of Development at Bassett Healthcare Network, discussing the partnership between marketing and fund development. He discussed how they often seem to compete with each other rather than build on their partnership. His suggestions for this issue included bringing both sides together through a planning and implementation, as well as ongoing communication. He also stressed recognizing the different goals fund development and marketing have, and figuring out the commonalities.
Thank You Again To Our Panelists!
Paul J. Adamo, Vice President for College Advancement and Executive Director, College at Oneonta Foundation
Mike Stein, Vice President of Development, Bassett Healthcare Network
Tara Collins, Communications Director at Watershed Agricultural Council
Friday, November 26, 2010
Steering Committee Minutes: 2011 Planning Features New Framework and Mentoring Pilot
November 23
Steering Committee members: Liz Callahan, Hanford Mills Museum; Susan Kenney, Roxbury Arts Group; Lori Solensten; Deborah Marcus, Planned Parenthood of South Central NY; Michael Wesolowski, Malignant Hyperthermia Association of the United States
Discussed 2011 planning:
• Employment issues
o Nonprofit staff quality and engagement
o Unemployment
• Survival strategies for nonprofits
o Employees
o Costs
o Revenue
o Documenting success
o New approaches for administration/management
• 1 day conference
o EDs and board focus
Focus on change and board improvement
• Pilot mentoring program
o Meet new EDs as they begin and connect to peer
o Develop inventory of EDs interested in being mentors
2011 Focus
• Entrepreneurial Strategies for Running a Nonprofit
o Priorities
Marketing and promotion
Board and staff relationships
Planning
Fund development
o Meeting framework
Pair topics
• Planning and Board and staff relationships
• Marketing and pr and Fund development
o 3 hour timeframe
o Format will be panel discussions
o Offer 2 different dates in Spring and Fall
April and October
2 dates each month (4 dates total)
• Workshops repeat
• Planning and Board and staff relationships
o Start with strategic plan and discuss committees and role of board and staff and focus on specific challenges (to be indentified)
o Panel discussion
o Pilot mentoring program
Announce at meetings
Friday, January 22, 2010
Steering Committee Sets Dates and Program Agenda for 2010
Steering Committee participants: Debra Marcus, Planned Parenthood; Terry Capuano, United Way; Susan Kenny, Roxbury Arts Group; Lori Solensten, Nonprofit Volunteer
Programs will be from 9:30am to 11:30am on the following dates (2nd Wed of the month):
• April 14th
• June 9th
• September 8th
• November 10th
Location: Program locations will be at FoxCare Wellness Center’s Education Room (if they can be confirmed- I have called them and given dates and times)
Program Ideas:
• Challenges and management of volunteers
o Different types of volunteers (board, staff/program, interns)
o Volunteers have cost and time requirement
o Recruitment
o Maintaining, motivating and engagement
o Appreciation and recognition
o Benefit (tracking, impact, etc)
o Supervision and accountability (firing a volunteer)
o Policies (personnel policies, confidentially, emergency contacts, volunteer manual, board manual, term limits, attendance policy, job descriptions, tracking)
Theme for year- Volunteers: The Good, Bad and Ugly
Program topics:
• April 14th: Core Policies for Your Volunteers, Board and Staff
o Panel discussion featuring nonprofit professionals sharing and discussing policies for the board, volunteers and interns.
• June 9th: Volunteers
o Challenges and management of volunteers
• September 8th: Board
o Challenges and working with the board of directors
• November: Interns
o Challenges and management of interns
Next Steps:
• Recruit panelists for April 14th program
• Send out Survey to AEA members asking for additional ideas on the proposed programs
• Approach newspaper and radio with details about program(s)
Monday, August 31, 2009
Steering Committee Minutes
Lori S., Debra M., Michael W., and Susan K.
- Discussed possible new Steering Committee members
- Delaware County
§ Liz Callahan, Hanford Mills Museum
§ Peg Ellsworth, M-ARK Project
§ Lisa Rainwater, Catskill Center - Chenango County
§ Patty Lockwood-Blaise, Earlville Opera
§ Jane Coddington, Catholic Charities
§ Dave Sheldon, The Place - Discussed meeting format
o Part of value is social interaction, sit next to someone and network peer to peer - Discussed issues for Group
o Health care challenges
o Aging work force
o Human resources issues
§ VP of Wilber Bank, Bob Harder, potential speaker
§ Department of Labor, Jim Phillips (432-4800 ext 7)
· Unemployment benefits
· Hiring and firing
· Part-time staff
· Volunteers
o Myth of running org with volunteers
· CDO Workforce
· Americorps
· Creative ways to reward employees
· Other resources
o Experience Works through Dept of Labor
§ Panel Discussion
o NYS budget cuts and impact on organization - Locations
o Foothills SPAC
o Soccer Hall of Fame
o Wilber Bank
Tuesday, June 2, 2009
ED Program Panel Announced
The Wed, June 10th AEA program, Crisis As Opportunity: Employing Strategies to Reduce Expenses that may Strengthen your Organization, will help us to both laugh at and manage the pain involved with making cuts, offer you some good ideas for reducing organizational expenditures and help you to identify the occasional and unexpected benefits of trimming our proverbial belts.
The program will also feature a panel discussion of nonprofit executive director peers, who will relate their experiences and ideas for responding to the present economic challenges.
Panel Discussion - Each panel member will list a few of the ways that they have or will address financial shortfalls within their own organizations. LEARN NEW IDEAS AND DISCUSS YOUR OWN!Panel Announced!
Susan Kenny, Roxbury Arts Group
Debra Marcus, Planned Parenthood
Liz Callahan, Hanford Mills Museum
Jonathan Ullman, Soccer Hall of Fame
Date: Wed, June 10th, 2009
Time: 8:30am to 10:30am
Cost: Free
Location: Soccer Hall of Fame
18 Stadium Circle
Oneonta, NY 13820
Register here
Tuesday, May 12, 2009
Steering Committee Update
Discussed possible plans for upcoming June 3 program meeting.
Ideas:
- Economic impact discussion, using recent Oneida and Herkimer Nonprofit ED Group as model
- Something uplifting/inspiring- not related to economic issues
- Example: Survival skills in the wilderness related to being a executive director
The consensus focused on offering a program with a mixing of entertainment and professional development. Susan is investigating the possibility of having PACT Training play this role at the next program. A suggestion has been made to move the date back to June 17th, and the Soccer Hall of Fame is willing to host the meeting.
Brief discussion about the budget for Leatherstocking AEA. The group doesn't have a formal operating budget, and is supported by NYCON. Expenses (food, meeting space, etc) are mostly covered by a small fee paid by each attending director.
An update on the program status will available shortly.
Thursday, February 12, 2009
2009 Program Plans
Dan Maskin, Opportunities for Otsego (OFO)
Michael Wesolowski, Malignant Hyperthermia Association of the United States (MHAUS)
Steve Bauman, Soccer Hall of Fame
Susan Kenney, Roxbury Arts Group
The discussion focused on setting the program schedule for the year and program ideas (see details). The first program for 2009 will be a follow up to last year's Web 2.0 program. The topic will focus on the power of Facebook and other online tools, which will be illustrated by real world example from LAEA members. More program details will follow soon.
Program schedule: April 1, June 3, September 16, and November 4.
Program ideas:
- Green focus/energy savings (NYSERTA, Oneonta school district energy consultant, other resources)
- Savings money regarding staff
- Ways to generate income
- Having large donors share their perspective with EDs
- Membership development and customer relations
- Better ways to tell your nonprofit's story
- Funders' perceptions of changes in environment
- Individual giving trends and ways to increase
Tuesday, February 10, 2009
Socail media marketing resource
Monday, January 26, 2009
More companies using furloughs
Friday, November 14, 2008
Resource Sharing Roundtable
November 12th Program: Marketing Tips and Tools Wrap Up
- First, relationship building is the key. He discussed how you need to make the media feel like they are a part of what you are building.
- Second, the media is an imperfect system. You cannot expect your message to be delivered as is, so self-publishing should be a focus. By using your nonprofit's website, you can control and reinforce your message.
- Lastly, nonprofits need to understand that the media is not plotting at their desks to screw up your message. They are trying to produce a product as quickly as possible in a highly competitive environment.
Craig also offered insight into the newspaper world. He outlined how much planning goes into assembling a newspaper, especially in terms of coverage. Like any organization, the media have limited time and resources. He suggested that nonprofits should notify the media about events and issues two weeks in advance and follow up with a reminder phone call.
The 15 participants who attended the meeting continued the discussion with a number of questions. One such question was asked about how nonprofits can build relationships with the media. Craig's advice was to be honest. He also suggested identifying people in the media who seem to be committed to their jobs. There is significant turnover in media, especially among reporters.
The program ended with a discussion about negative or unwanted press coverage and the challenges in dealing with it. Craig's advice was that you have to remember the idea a reporter is pursuing for a story usually is coming from the top. The best way to respond is to not be defensive and work to give the reporter your angle on the issue. Help the reporter do their job and influence them with your perspective. Usually, you will have some success in getting your point across.
Do you have your own tips for success with the media, especially in dealing with negativity? Feel free to share them here.
Tuesday, October 21, 2008
LAEA November 12th Program Meeting Announced
Location: Denny's, 4979 State Highway 23, Oneonta, NY 13820
Time: 8:30am-10:30am
Cost: Breakfast off the menu (paid for individually)
REGISTER HERE
BIO:
Brad Horn is senior director of communications and education for the National Baseball Hall of Fame and Museum. Horn oversees all internal and external communications, community relations, media relations, special events, publications and promotions, advertising, artifact acquisition, visitor services, photography, public programs, club relations and the Museum’s Web site. He also oversees the Institution’s internship program and education department.
Horn joined the non-profit, educational institution in February 2002 as director of public relations, previously overseeing the day-to-day media relations, publications and club relations efforts.
Horn began his career in baseball in 1995 with the Texas Rangers Baseball Club and has held a number of positions in sports public relations including assistant director of public relations with the Texas Rangers (1998-2000), communications manager for the National Hot Rod Association (NHRA) at Indianapolis Raceway Park (2000-2002) and as director of media relations for the minor-league Fort Worth Fire hockey (1995-1997).
Horn was named a “Top 15 to Watch” among public relations professionals by PRNews in June 2005. He also received a “30 under 30” recognition from PRWeek in 2005.
Horn will receive his master’s degree at Syracuse University this fall in communications management. A native of Houston, Texas, Horn received his bachelor’s of science degree in journalism from Texas Christian University.
Thursday, October 9, 2008
Next Program: Media Tips and Tools
The media panel offered participants a big picture conversation from regional media businesses. The information was great, but the Steering Committee found themselves asking how do we take the next steps? How do we respond to the media panel's suggestions? What are the tips and tools to working with the media and getting your message out? Maybe you have your own questions, which we would love to hear. The Committee is planning the Nov 12th program to focus on the how to of working with the media, the tips and tools, and participant sharing of examples of success. More details will follow soon. Register now!













