Events

  • Thursday, June 30, 2016 at 08:30 AM Eastern Time (US & Canada) · 9 rsvps

    EPIP Boston June Breakfast Conversation

    Emerging Practitioners Investing in Talent

    Many funders will earnestly and forthrightly state, “when it comes down to it, we fund people.” Yet that statement tends to mean that they make grants based on one leader whom they respect, with whom they share a trusting relationship, and/or whose big idea they admire. But that one person is not “people.”

    Join us on June 30 for an interactive breakfast conversation, when as a group we will discuss the Philanthropy Hour podcast “Rusty Stahl on Talent Investing and Leadership Development. Stahl is founder, president, and CEO of Talent Philanthropy Project, a campaign to inspire grantmakers to fund and nurture developing staff and leadership in grantee organizations and the nonprofit sector at large. Previously he founded Emerging Practitioners in Philanthropy (EPIP) and served as executive director from 2002 through 2012.

    Stahl’s Foundation Review article “Talent Philanthropy: Investing in Nonprofit People to Advance Nonprofit Performance” (optional reading) argues that people are the primary asset that drives performance in the social sector, but despite their importance they are under-supported. Talent Philanthropy is the practice of supporting a range of interventions that help nonprofits develop the systems needed to build a “deep bench” of leadership across their ranks—not just investing in individuals at the executive or “leadership” level.

    Only 1% or less of foundation grant dollars aim to build up nonprofit professionals or empower nonprofits to develop their staff. Funders have the potential to make major strides in their own effectiveness and in the performance of their grantees by explicitly investing in grantee talent and talent-support systems.

    As a group, we will:

    • Discuss the role of funders in supporting nonprofit talent.
    • Exchange ideas with peers about how to—as emerging practitioners—to integrate a “talent lens” into existing grantmaking strategies, program areas, and grant portfolios that does not call for new grantmaking programs.

    The conversation will be facilitated by Stephanie Guidry, program officer for nonprofit effectiveness at The Boston Foundation.


    Meet inside H Mart in front of Paris Baguette Cafe.


    RSVP below so we can keep you informed of any changes, and mark your calendars for EPIP Boston breakfast conversations later this year:

    • Thursday, August 11, 8:30 a.m. in Boston
    • Thursday, October 6, 8:30 a.m. in Cambridge

     

  • Wednesday, July 13, 2016 at 03:00 PM Eastern Time (US & Canada)
    GoToWebinar

    Webinar: Financial Management - Dashboard Overview

    Financial trends dashboard orientation & overview. 

    Attendees would receive guidance on how to use this new free tool that utilizes four years of financial data to show a snapshot of a nonprofit’s financial health. Who should attend: funders interested in understanding current and potential grantees’ financial standing; nonprofits interested in how to shore up their finances and better understand which financial indicators tells the “health” of their organization.


    Learn more about the presenters:

    nicole-k2-crop.jpgNicole Kyauk, Senior Progam Officer with the East Bay Community Foundation

    Nicole Kyauk works closely with the Foundation’s partners and with donors. She facilitates the Foundation’s Youth Development Donor Circle and coordinates the Alameda County Funders Forum. She manages grantmaking processes on behalf of the Foundation’s donors, the East Bay Fund for Artists and the Open Circle Foundation. She is the Co-Chair of Asian Americans/Pacific Islanders in Philanthropy and a member of Emerging Practitioners in Philanthropy. She holds a B.A in Communication and Sociology – Organizational Studies from University of California Davis and an M.A in Public Administration from California State University, East Bay.

    pollys.pngPolly Singh, Program Officer, The Wallace Foundation

    ​Polly Singh joined The Wallace Foundation in 2002 and was named a program officer in 2012. Since she began at Wallace, she has worked in the afterschool program area. Singh oversees grants primarily in Wallace’s expanded learning and strengthening financial management initiatives. She also helps manage StrongNonprofits.org, a Wallace website that shares best practices in financial management for afterschool providers. Before joining Wallace, Singh worked at Morgan Stanley and The Century Foundation. She has a bachelor’s degree from Hamilton College, where she majored in Spanish and Latin American studies, and a master’s degree in public administration from the School of Public Affairs at Baruch College. 

    Hilda H. Polanco, CPA Founder and CEO, FMAhilda.png

    As Founder and CEO, Hilda has led FMA to become the capacity builder foundation and nonprofit leaders seek to address financial management issues and build fiscal strength. A nationally recognized and sought after leader in the field, she provides direct capacity building, training and coaching services to foundations and nonprofits throughout the country. Hilda served on the NYC Human Services Council’s special commission to study the closure of high-profile human services organizations. She also serves as Chair of the Board of Directors for the New York Better Business Bureau Foundation, as well as on the Board (as Audit Committee Chair) for Acelero Learning, an organization that works with local communities to support high quality Head Start programs. Additionally, she serves on the National Advisory Board of the Harvard Journal of Hispanic Policy and is Treasurer of the National Network of Consultants to Grantmakers.

    John Summers, Director of Consulting, FMAjohn.png

    John works as part of FMA’s engagement teams to analyze business opportunities or challenges facing nonprofit organizations, and to provide recommendations that link mission goals with financial realities. His support enables organizations to improve their financial health by addressing their underlying business models, enabling leaders to plan effectively for the resources necessary to carry out their missions. He has directed projects for organizations in the education, arts, and health care fields. John also heads FMA’s research initiatives. He was a lead author of a study commissioned by The Wallace Foundation of administrative management capacity in out-of-school time organizations, as well as a Hewlett Foundation study of the financial health of organizations in the Foundation’s performing arts portfolio. He also managed the development of strongnonprofits.org, a suite of resources for nonprofit financial management available on The Wallace Foundation’s website.

     

    FMA.pngFMA’s vision is to build operational excellence and financial strength in the social sector. Since its founding in 1999, FMA has been a partner to more than 1,000 nonprofit and philanthropic organizations, building their fiscal capacity and administrative infrastructure. Our work includes partnering with organizations in making critical decisions on how best to use available resources to carry out their mission and achieve long-term financial sustainability. FMA currently employs a staff of 30 professionals of diverse and varied backgrounds across four locations nationwide. We deploy a team-based approach to our work, collaborating closely with clients to develop and test customized solutions to the real-world financial and operational challenges nonprofit organizations face.

  • Wednesday, July 13, 2016 at 03:00 PM Eastern Time (US & Canada) · $10.00 USD
    GoToWebinar

    Webinar: Financial Management - Dashboard Overview

    Financial trends dashboard orientation & overview. 

    Attendees would receive guidance on how to use this new free tool that utilizes four years of financial data to show a snapshot of a nonprofit’s financial health. Who should attend: funders interested in understanding current and potential grantees’ financial standing; nonprofits interested in how to shore up their finances and better understand which financial indicators tells the “health” of their organization.

    Buy $10 tickets below.

    Are you an EPIP member? Click here to register for free.


    Learn more about the presenters:

    nicole-k2-crop.jpgNicole Kyauk, Senior Progam Officer with the East Bay Community Foundation

    Nicole Kyauk works closely with the Foundation’s partners and with donors. She facilitates the Foundation’s Youth Development Donor Circle and coordinates the Alameda County Funders Forum. She manages grantmaking processes on behalf of the Foundation’s donors, the East Bay Fund for Artists and the Open Circle Foundation. She is the Co-Chair of Asian Americans/Pacific Islanders in Philanthropy and a member of Emerging Practitioners in Philanthropy. She holds a B.A in Communication and Sociology – Organizational Studies from University of California Davis and an M.A in Public Administration from California State University, East Bay.


    pollys.pngPolly Singh, Program Officer, The Wallace Foundation

    ​Polly Singh joined The Wallace Foundation in 2002 and was named a program officer in 2012. Since she began at Wallace, she has worked in the afterschool program area. Singh oversees grants primarily in Wallace’s expanded learning and strengthening financial management initiatives. She also helps manage StrongNonprofits.org, a Wallace website that shares best practices in financial management for afterschool providers. Before joining Wallace, Singh worked at Morgan Stanley and The Century Foundation. She has a bachelor’s degree from Hamilton College, where she majored in Spanish and Latin American studies, and a master’s degree in public administration from the School of Public Affairs at Baruch College.

    hilda.pngHilda H. Polanco, CPA Founder and CEO, FMA

    As Founder and CEO, Hilda has led FMA to become the capacity builder foundation and nonprofit leaders seek to address financial management issues and build fiscal strength. A nationally recognized and sought after leader in the field, she provides direct capacity building, training and coaching services to foundations and nonprofits throughout the country. Hilda served on the NYC Human Services Council’s special commission to study the closure of high-profile human services organizations. She also serves as Chair of the Board of Directors for the New York Better Business Bureau Foundation, as well as on the Board (as Audit Committee Chair) for Acelero Learning, an organization that works with local communities to support high quality Head Start programs. Additionally, she serves on the National Advisory Board of the Harvard Journal of Hispanic Policy and is Treasurer of the National Network of Consultants to Grantmakers. 

    john.pngJohn Summers, Director of Consulting, FMA

    John works as part of FMA’s engagement teams to analyze business opportunities or challenges facing nonprofit organizations, and to provide recommendations that link mission goals with financial realities. His support enables organizations to improve their financial health by addressing their underlying business models, enabling leaders to plan effectively for the resources necessary to carry out their missions. He has directed projects for organizations in the education, arts, and health care fields. John also heads FMA’s research initiatives. He was a lead author of a study commissioned by The Wallace Foundation of administrative management capacity in out-of-school time organizations, as well as a Hewlett Foundation study of the financial health of organizations in the Foundation’s performing arts portfolio. He also managed the development of strongnonprofits.org, a suite of resources for nonprofit financial management available on The Wallace Foundation’s website.

     

    FMA.pngFMA’s vision is to build operational excellence and financial strength in the social sector. Since its founding in 1999, FMA has been a partner to more than 1,000 nonprofit and philanthropic organizations, building their fiscal capacity and administrative infrastructure. Our work includes partnering with organizations in making critical decisions on how best to use available resources to carry out their mission and achieve long-term financial sustainability. FMA currently employs a staff of 30 professionals of diverse and varied backgrounds across four locations nationwide. We deploy a team-based approach to our work, collaborating closely with clients to develop and test customized solutions to the real-world financial and operational challenges nonprofit organizations face.

  • Thursday, July 28, 2016 at 06:30 PM Pacific Time (US & Canada) · 11 rsvps
    Private Home in Valley Glen, CA

    EPIP LA July Salon Series

    The EPIP LA Steering Committee is excited to announce the second gathering of our new Salon Series on Thursday, July 28th!

    Each Salon will focus on an article, news clip, podcast or general theme, and will allow time for us to discuss and debate issues in a friendly and well-fed environment. We may not always choose articles or viewpoints that we agree with -- the point is to generate unique insights and challenge our own assumptions!

    The July Salon discussion will be focused on Effective Leadership. To get us started, here are some links to peruse:

    Simon Sinek's TED talk How Great Leaders Inspire Action

    Simon Sinek's TED talk Why Good Leaders Make You Feel Safe

    Carol Kinsey Goman's 8 Tips for Collaborative Leadership

    Adam Grant on Becoming a More Generous Leader