Foundations of Volunteer Management
The Foundations of Volunteer Management course introduces the core functions of volunteer management including planning/assessing, recruitment, support, retention, recognition, and evaluation.
Participants will gain a better understanding of all core functions with a deeper dive into the 3 Rs of volunteer management – recruitment, retention, and recognition. During this course, we will use resources to assess volunteer programs throughout, in addition to sharing experience and tips to strengthen your understanding of volunteer management.
MEET YOUR TRAINER:
Elisa Cirrito joined the Volunteer Services team in the summer of 2022. She has experience in leadership program coordination and event planning from her previous role serving Fullerton College. She interned for the Los Angeles Mayor’s Office of Public Safety and a nonprofit organization, Achieving the Dream, which fortified her passion for strengthening her local communities. She holds an M.A. in Public Administration with a concentration in local government management from California State University, Fullerton.
Tax Prep Info Session: Organizing Your Books
Preparing your organization’s books for the 990 tax return (Return of Organization Exempt from Income Tax) can be a daunting task.
Attend this Tax Preparation Information Session to learn about how to be better prepared when working with your CPA. Objectives of this information session include:
Best accounting practices and processes to have throughout the year to get your books closed and finalized
Financial reports you will need to provide to your CPA for your 990 tax return
Tax and audit threshold filing requirements
Tax Filing Deadlines
Meet Your Trainer:
Annamarie Licina is a Director of Finance and Nonprofit Accounting Services. She will also present how OneOC can help your nonprofit as your back-office support through our Accounting Services team. She 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.
Nonprofit Holiday Happy Hour: Networking Event
Please join OneOC and Orange County Grantmakers for an evening of networking with the nonprofit community hosted on Thursday, December 12, 2024, from 4:30 pm to 6:30 pm at Hangar 24 Craft Brewing in Irvine, CA.
This Nonprofit Happy Hour is an exciting opportunity for nonprofit leaders to connect, share best practices, inspire brilliant ideas, and discuss recent learnings valuable for the entire nonprofit community. This happy hour opportunity will not have an agenda. We are excited for you to join us for drinks while networking with other nonprofit leaders.
To Register: Please purchase your happy hour ticket here!
Closing End-of-Year Gifts & Set Up for Success
The end of the year is always crunch time to make sure that you have the systems in place, with the right communications and outreach so that you can close all the gifts your worked so hard to put in place by that magical moment.
During this time, there are many competing interests to juggle: Reaching our donors in between the holidays; Giving Tuesday; End-of-Year mail campaigns; Special Events; and the day-to-day tasks of running the organization. Laura Fredericks has created the right structure for you to master your calendar and optimize the ideal times when you can reach your supporters. Communicating with supporters when THEY are in the right frame of mind to have those meaningful conversations will maximize your success to CLOSE all types of gifts. Bonus time – she will show you how you can use December as the perfect time to line up your visits and outreach in January and February so that you start 2025 off and running with new gifts in the new year.
Meet Your Trainer:
Laura Fredricks, JD, who as CEO and Founder of THE ASK© and an international consultant, trains, and coaches individuals, businesses, and nonprofits on How to ASK and GET exactly what you want. She is the first to combine the most trusted professions, law and philanthropy. “Laura’s 5 Laws on ASKing” have brought resounding sustainable monetary success worldwide. She has helped hundreds of global executives, industry trailblazers, marketing and communication leaders, boards, fundraisers, entrepreneurs, teenagers, artists, philanthropists, and everyday people get their Best Professional and Personal Life Possible, through THE ASK. Laura’s newest book, her 7th: “Hard Asks Made Easy: How to Get Exactly What You Want” (Advantage June 2023) is Amazon’s #1 Business Mentoring & Coaching.
Risk Management in Program Operations: Ensuring Safety and Compliance
Managing risks is essential to ensure the safety of your clients, staff, and volunteers, as well as the long-term sustainability of your programs.
This course will teach you how to identify potential risks, create mitigation strategies, and ensure compliance with legal and ethical standards. Learn how to protect your organization from liability while delivering impactful programs.
Learning Objectives:
Understand the key risks associated with nonprofit program operations.
Learn how to conduct risk assessments and develop mitigation strategies.
Ensure compliance with legal, ethical, and safety standards.
Develop processes for monitoring and managing risks in program delivery.
Create a risk management culture that prioritizes safety and accountability.
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
January 16, 2025
January 23, 2025
January 30, 2025
February 6, 2025
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.
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
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
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.
Centering Humans in AI and Personalization
In the rapidly evolving world of artificial intelligence (AI) and data-driven personalization, it’s easy to lose sight of the people behind the numbers.
This session, presented by the Association of Fundraising Professionals (AFP), explores the importance of keeping human connections at the heart of AI-enabled strategies. Participants will discover how to use AI tools ethically and effectively to enhance donor engagement while ensuring that technology amplifies, rather than replaces, meaningful relationships.
Learning Objectives:
Understand Ethical AI Use: Learn to identify and implement ethical practices for using AI and personalization in fundraising, ensuring transparency and donor trust.
Leverage AI to Enhance Human Relationships: Explore strategies to use AI tools to strengthen donor relationships without compromising the personal touch that drives engagement.
Balance Technology with Humanity: Develop practical approaches to integrate AI-powered personalization while centering empathy and authenticity in all donor communications.
Crafting a Visionary Strategic Plan: Navigating Your Path to Success
In today’s fast-paced and ever-evolving landscape, a well-defined strategic plan is essential for guiding organizations toward their goals and ensuring long-term success.
This comprehensive course empowers leaders and teams to develop a robust strategic plan that aligns with their mission, vision, and values. Participants will learn to analyze their current environment, set clear objectives, and implement actionable strategies that drive growth and innovation. By harnessing effective planning techniques, you will equip your organization with the foresight and agility to navigate challenges and capitalize on opportunities. Join us to transform your vision into a strategic blueprint for success!
Learning Objectives:
Understand the Strategic Planning Process: Explore the key components of strategic planning, including vision and mission statements, environmental analysis, and stakeholder engagement.
Conduct a Comprehensive SWOT Analysis: Identify strengths, weaknesses, opportunities, and threats within your organization to inform strategic decision-making.
Set Clear and Measurable Objectives: Learn how to establish specific, measurable, achievable, relevant, and time-bound (SMART) goals that drive organizational success.
Develop Actionable Strategies: Create actionable strategies and initiatives that align with your objectives and address the identified opportunities and challenges.
Engage Stakeholders Effectively: Learn techniques for involving key stakeholders throughout the planning process to ensure buy-in, collaboration, and shared ownership of the strategic plan.
Implement and Monitor the Strategic Plan: Explore best practices for executing the strategic plan, monitoring progress, and adapting strategies based on changing circumstances and feedback.
Building and Managing a Successful Social Enterprise
Social enterprises provide nonprofits with innovative ways to generate revenue while advancing their mission.
This course equips nonprofit professionals with the skills to plan, launch, and manage a social enterprise. Learn how to align business activities with social goals, create sustainable revenue streams, and navigate the unique challenges of running a mission-driven enterprise.
Learning Objectives:
Understand the concept of social enterprises and how they align with nonprofit missions.
Learn how to develop a business model that balances social impact and financial sustainability.
Explore strategies for funding, launching, and scaling a successful social enterprise.
Gain insights into marketing, branding, and stakeholder engagement for mission-driven businesses.
Learn how to measure and report on the social and financial outcomes of your social enterprise.
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.
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.
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.
Leading Through Change and Uncertainty
In today’s rapidly shifting world, change is inevitable.
This course will provide you with the tools to lead your team through periods of uncertainty with confidence and resilience. Learn to navigate disruptions, maintain morale, and turn challenges into opportunities.
Learning Objectives:
Understand the dynamics of change management in nonprofits.
Learn to lead confidently through uncertainty and disruption.
Foster resilience and adaptability within your team.
Implement strategies to maintain organizational stability during transitions.
Turn challenges into opportunities for growth and innovation.
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 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.
State of Mobile & Online Fundraising
OneOC is proud to partner with AFP-OC to offer this webinar.
For 60 years, AFP has been the standard-bearer for professionalism in fundraising. AFP-OC empowers individuals and organizations to practice ethical fundraising through professional education, networking, research and advocacy.
This webinar will analyze the state of nonprofit online fundraising and marketing, including the latest industry benchmarks, trends, and successes. We'll uncover the top challenges nonprofits face online and how to overcome them. Plus, we’ll examine where nonprofits are thriving online and what’s next for digital engagement and fundraising.
Learning Objectives:
Understand the latest online fundraising and marketing trends, including what’s next for nonprofits
Uncover which areas of online fundraising that are thriving, and which are declining
See the latest industry and peer benchmarks to measure your nonprofit performance.
Meet Your Trainer:
Mike Smusz brings 19 years of digital fundraising experience to his role as Director of Nonprofit Customer Experience at Tatango, a text messaging platform for nonprofits and political candidates. Prior to Tatango, Mike spent 15 years at Blackbaud leading a team of digital consultants that helped nonprofits improve their online fundraising, monthly giving, email marketing and peer-to-peer fundraising programs. Mike started his nonprofit career managing Ride for Roswell from 2003 to 2005 in his hometown of Buffalo, NY.
Empowering Teams: Advanced Leadership Techniques for Success
Unlock the potential of your nonprofit organization with Empowering Teams: Advanced Leadership Techniques for Success.
This course is designed for nonprofit leaders who aspire to elevate their teams to new heights. In today’s fast-paced environment, effective leadership is essential for driving engagement, fostering collaboration, and achieving organizational goals. Join us to explore advanced strategies that will empower your teams, enhance their performance, and cultivate a culture of innovation and resilience. With this expert-led session, interactive discussions, and practical tools, you'll walk away equipped to inspire your team and lead with confidence.
Learning Objectives:
Cultivate a High-Performance Culture: Understand the key components of a high-performance culture and learn how to foster an environment that encourages collaboration, creativity, and accountability among team members.
Implement Effective Communication Strategies: Master advanced communication techniques to enhance team dynamics, ensure clarity in messaging, and improve overall engagement within your nonprofit.
Leverage Diversity and Inclusion: Explore how to harness the strengths of diverse teams, promote inclusive practices, and create a sense of belonging that drives innovation and problem-solving.
Drive Change Management: Learn effective strategies for leading your team through change, including how to manage resistance, facilitate smooth transitions, and maintain morale during challenging times.
Effective Business Communication for Nonprofit Professionals
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.
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.
Diversifying Revenue Streams: 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.
Mastering Public Speaking for Nonprofit Leaders: Communicate with Confidence and Impact
Effective public speaking is a powerful tool for nonprofit professionals to inspire action, raise awareness, and connect with stakeholders.
This course provides the essential skills and techniques needed to deliver compelling presentations with confidence. Whether you're speaking to donors, volunteers, or the community, you'll learn how to craft your message, engage your audience, and leave a lasting impression.
Learning Objectives:
Develop confidence in public speaking through proven techniques and best practices.
Learn how to structure and deliver clear, compelling presentations tailored to your audience.
Explore strategies for engaging and connecting with diverse audiences in nonprofit settings.
Understand how to use storytelling to inspire action and communicate your nonprofit’s mission effectively.
Gain tools for managing nervousness and speaking with poise in front of any crowd.
Assessing Your Volunteer Program & Creating an Action Plan
Unlock the full potential of your volunteer program by conducting a thorough assessment and developing an actionable strategy.
In this hands-on training, you’ll learn how to evaluate your current volunteer management efforts, identify areas for improvement, and create a customized plan to increase engagement and program effectiveness.
Learning Objectives:
Understand the key components of a successful volunteer program assessment.
Identify strengths and areas for improvement in your volunteer management processes.
Develop measurable goals and objectives for enhancing your volunteer program.
Create an actionable plan to implement improvements and track progress over time.
Marketing for Nonprofits: Building Awareness and Engagement
Successful marketing is essential for building awareness, engaging supporters, and increasing donations.
This course will teach you how to create marketing strategies that amplify your nonprofit’s mission and engage your audience. Learn to craft messages that resonate and inspire action across multiple platforms.
Learning Objectives:
Understand the role of marketing in advancing your nonprofit’s mission.
Learn how to develop marketing strategies that drive engagement and donations.
Create compelling messaging that resonates with diverse audiences.
Use social media, email marketing, and content marketing effectively.
Measure the impact of your marketing campaigns using analytics.
Building a Strong Nonprofit Brand: Strategies to Elevate Your Mission
A strong brand is essential for nonprofits to stand out, attract supporters, and communicate their mission effectively.
This course will teach nonprofit professionals how to create and manage a cohesive brand that resonates with their audience. Learn how to develop a clear brand identity, craft compelling messaging, and build brand loyalty that drives your organization’s growth and impact.
Learning Objectives:
Understand the fundamentals of nonprofit branding and its importance for mission success.
Learn how to develop a clear and authentic brand identity that reflects your organization’s values and goals.
Discover strategies for crafting consistent messaging across all communication channels.
Explore techniques to strengthen brand recognition and build trust with donors, volunteers, and stakeholders.
Gain insights on how to measure and adapt your branding strategy to ensure long-term growth and relevance.
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.
Strategic Thinking & Problem Solving for Nonprofits
Equip yourself with the ability to think critically and strategically in a nonprofit landscape.
This course teaches how to tackle complex problems with innovative solutions and forward-thinking strategies. Enhance your ability to drive organizational success through purposeful decision-making.
Learning Objectives:
Develop strategic thinking skills for effective decision-making.
Identify and solve organizational challenges with innovative solutions.
Foster creative thinking in your team to approach problems from new angles.
Learn tools to anticipate and navigate future challenges.
Align strategic thinking with your nonprofit’s mission and goals.
Volunteer Management Systems: Streamlining Operations for Efficiency
Managing volunteers effectively requires strong systems and processes.
This course will teach you how to create and implement volunteer management systems that streamline operations and improve volunteer experience. Learn best practices for scheduling, communication, and tracking volunteer contributions.
Learning Objectives:
Understand the components of an effective volunteer management system.
Learn how to implement technology tools for scheduling and communication.
Develop strategies to track volunteer hours and contributions.
Create systems for feedback and improvement in volunteer management.
Enhance volunteer satisfaction and retention through efficient management.
V|LEAD
Volunteer Leadership to Achieve Diversity (V/LEAD) is a dynamic leadership series brings together a diverse cohort of civic-minded individuals dedicated to fostering positive change in the communities they serve.
Proudly sponsored by US Bank and led by OneOC in partnership with Groundswell, this seven-part hybrid workshop series—featuring both in-person and virtual sessions—is designed for nonprofit and corporate leaders in Orange County who are committed to advancing community betterment. The series reimagines board and volunteer leadership by integrating leading practices in board development, with a strong focus on diversity, equity, and inclusion at both the individual and organizational levels.
Prepare for Nonprofit Leadership: Implement more effective ways to engage board and volunteer leaders with your organization.
Board Development Excellence: Build a greater pipeline of board prospects by mastering the leading board practices necessary to implement a highly effective board development program.
Networking Opportunities: Connect with corporate volunteer leaders who could become invaluable assets to your nonprofit.
Peer Learning: Build lasting relationships with a community of nonprofit executives and board members from Orange County, fostering collaboration and growth.
Series Dates:
Kickoff & Session #1 (In-person) – March 14th
Session #2 (virtual) - March 28th
Session #3 (in-person) – April 11th
Session #4 (virtual) – April 25th
Session #5 (in-person) - May 9th
Session #6 & Celebration (in-person) – May 23rd
For More Information and To Register, CLICK HERE
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.
Leading with Data: Measuring and Amplifying Program Impact
How do you know if your programs are truly making a difference?
This course will teach you how to evaluate the effectiveness of your nonprofit programs and measure impact. Use data to demonstrate success to funders, stakeholders, and your community.
Learning Objectives:
Understand the importance of program evaluation and impact measurement.
Learn how to design effective evaluation frameworks.
Identify key metrics to track program outcomes and success.
Use data collection and analysis tools to assess impact.
Present impact results to stakeholders and funders convincingly.
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. Blaire and her team will share their expertise in producing documentary-style marketing videos, guiding attendees through the process of identifying the key messages in their nonprofit branding to connect with audiences on a deeper level.
Learning Objectives:
Learn how to use video marketing 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.
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.
Empowering Community Leadership: Cultivating Impactful Change Agents
In an era where community needs are more pressing than ever, effective leadership is key to driving meaningful change.
This course is designed for aspiring and established leaders who wish to enhance their ability to inspire and mobilize communities toward a shared vision. You will learn essential skills and strategies to foster collaboration, build trust, and empower diverse voices within your community. Discover how to leverage your leadership style to create inclusive spaces and transform challenges into opportunities for growth. Join us on this journey to become a catalyst for positive change and elevate your impact as a community leader!
Learning Objectives:
Define Effective Community Leadership: Understand the core principles and qualities that define impactful community leaders and the importance of their role in fostering social change.
Foster Collaboration and Inclusivity: Develop strategies to build strong partnerships within the community, ensuring diverse perspectives are heard and valued.
Implement Visionary Leadership Practices: Learn how to articulate a compelling vision and effectively communicate it to inspire and mobilize community members.
Cultivate Emotional Intelligence: Enhance your ability to navigate complex interpersonal dynamics, fostering trust and resilience among community stakeholders.
Creating an Effective Professional Development Plan
Empower your nonprofit’s leaders and staff with a well-structured Professional Development Plan (PDP) designed to cultivate growth, enhance skills, and boost organizational success.
This course will walk you through how to build personalized development plans that align individual goals with your nonprofit’s mission, fostering long-term employee engagement and performance. Whether you’re a manager, HR professional, or team leader, this training will provide practical strategies to help your team excel.
Learning Objectives:
Learn why investing in professional growth is critical to the success and sustainability of your nonprofit.
Discover how to assess the strengths and development needs of staff to create tailored plans.
Explore methods to ensure that individual development plans contribute to the overarching mission and goals of the nonprofit.
Learn how to establish clear, realistic goals and design actionable steps for professional growth.
Gain tools for tracking development progress and offering ongoing support and feedback to ensure continuous improvement.
Meet Your Trainer:
Stacy Hawkins is a seasoned HR professional with a remarkable journey spanning over three decades as a nonprofit leader. She is the Director of HR & Administration for OneOC and joined the organization 12 years ago. Labeled as “HR with heart”, Stacy’s passion for strengths-based leadership and fostering employee growth and success has been a driving force throughout her career. With a wealth of experience, she excels in developing and coaching individuals, consistently guiding them toward achieving their utmost potential. Stacy’s expertise extends to a feature in the Orange County Register where she shared insights on landing a job utilizing specialty job boards.
Train the Trainer: Empowering Effective Instruction for Lasting Impact
Elevate your training skills with our course, this course provides new trainers and participants in training with essential techniques to deliver engaging and impactful training sessions.
Learn to present information clearly, lead interactive activities that reinforce learning, and navigate challenging training scenarios with confidence. Equip yourself with the tools to inspire and support your learners, ensuring their success and fostering a culture of continuous development.
Learning Objectives:
Learn the fundamentals of effective training, including methods to engage participants and enhance their learning experience.
Develop and refine your presentation skills to clearly convey information and maintain audience interest.
Gain strategies to design and implement activities that reinforce key concepts and encourage learner participation
Identify and accommodate various learning styles and preferences to create an inclusive training environment.
Acquire tools to address and navigate difficult training scenarios, ensuring a positive and productive learning experience for all participants.
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.
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.
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 10, 2025
April 17, 2025
April 24, 2025
May 1, 2025
May 8, 2025
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.
Outsourcing Your Accounting
Is your nonprofit spending too much time managing finances and not enough time focusing on your mission?
Outsourcing your accounting can be a game-changer. Join our "Outsourcing Your Accounting" training to explore how professional accounting services can streamline your financial management, ensure compliance, and free up your organization to concentrate on driving impact. Learn how to maximize efficiency while reducing overhead costs, all while maintaining financial transparency.
Learning Objectives:
Understand the benefits and risks of outsourcing accounting functions for nonprofits.
Identify key financial tasks that can be outsourced for maximum efficiency.
Learn how to select the right accounting service provider to meet your nonprofit’s needs.
Explore how outsourced accounting can enhance financial reporting, compliance, and transparency.
Meet Your Trainer:
Annamarie Licina is the Director of Finance & Accounting Services at OneOC and an Enrolled Agent with expertise in tax preparation, small business accounting, and financial planning. She holds a BS in Business Administration with emphases in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is also a proud Big Sister with the Big Brothers Big Sisters program and enjoys volunteering, particularly teaching financial literacy to youth. She joined OneOC in 2020, where her passion for supporting nonprofits and her accounting expertise come together.
Board Fundraising Leadership: Maximizing Your Board’s Role in Fundraising
Your board members can be powerful advocates for fundraising.
This course teaches board members how to take an active role in fundraising efforts and build relationships with donors. Learn how to equip your board with the tools and confidence they need to contribute meaningfully to your organization’s financial success.
Learning Objectives:
Understand the board’s role in nonprofit fundraising.
Learn techniques to engage board members in fundraising activities.
Develop strategies to build relationships between board members and donors.
Equip board members with the tools and confidence to participate in fundraising.
Align board fundraising efforts with organizational development goals.
Navigating Crucial Conversations: Essential Skills for High-Impact Communication
In any organization, the ability to engage in crucial conversations is a cornerstone of success.
When results fall short, it often indicates that important discussions are either missing or poorly executed. This transformative workshop leverages the VitalSmarts Crucial Conversations communication framework to equip leaders and teams with the skills to address high-stakes, emotional, or challenging topics with confidence and clarity. By fostering a culture of open dialogue, participants will learn how to navigate conflict, enhance collaboration, and drive organizational performance. Join us to empower yourself and your team to speak up when it matters most and turn challenging conversations into opportunities for growth and success!
Learning Objectives:
Identify Crucial Conversations: Recognize the key indicators of crucial conversations and understand their impact on individual and organizational performance.
Master the VitalSmarts Framework: Apply the principles of the VitalSmarts Crucial Conversations communication framework to engage effectively in high-stakes discussions.
Develop Effective Communication Skills: Learn strategies for maintaining composure, fostering open dialogue, and ensuring all parties feel heard and respected during difficult conversations.
Navigate Emotional Dynamics: Understand how to address emotional responses and manage conflict to promote constructive discussions that lead to resolution.
Implement Practical Techniques: Utilize specific techniques for preparing for, initiating, and facilitating crucial conversations in a way that encourages accountability and collaboration.
Cultivate a Culture of Open Dialogue: Explore how to create and sustain an environment where team members feel safe and empowered to engage in crucial conversations, ultimately enhancing team dynamics and overall organizational effectiveness.
Collaboration and Partnerships: Expanding Your Program’s Reach
Strong partnerships can enhance your nonprofit’s impact by expanding program reach and leveraging additional resources.
This course will teach you how to build and sustain effective collaborations with other organizations, businesses, and community groups. Learn how to create win-win partnerships that drive program success.
Learning Objectives:
Understand the benefits of collaboration and partnerships for nonprofit programs.
Learn how to identify and approach potential partners.
Develop strategies for building and sustaining effective collaborations.
Align partnership goals with your program’s mission and objectives.
Measure the success of partnerships and collaborations for long-term impact.
Developing a Social Enterprise
Take your nonprofit impact to the next level by exploring the world of social enterprise.
In this training, you’ll learn how to create a revenue-generating business model that aligns with your mission, offering innovative ways to fund your organization while driving meaningful changes in your community.
Learning Objectives:
Understand the fundamentals of social enterprise and its potential for nonprofit organizations.
Explore different business models that align with mission-driven goals.
Learn how to create a sustainable revenue stream through social enterprise.
Develop a strategic plan for launching and managing a social enterprise within your nonprofit.
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.
Storytelling for Fundraising: Crafting a Compelling Case for Support
Your nonprofit’s story is your most powerful fundraising tool.
This course will teach you how to craft compelling stories that engage donors emotionally and inspire them to give. Learn to communicate your mission and impact in ways that resonate and drive action.
Learning Objectives:
Understand the importance of storytelling in nonprofit fundraising.
Learn how to craft compelling narratives that engage donors emotionally.
Identify key elements of a strong case for support.
Use storytelling techniques to communicate your mission and impact.
Develop strategies to integrate storytelling into your overall fundraising efforts.
Building a Strong Foundation: Essential Skills for New Nonprofit Leaders
Are you a new nonprofit leader eager to make a meaningful impact?
Join us for "Building a Strong Foundation: Essential Skills for New Nonprofit Leaders," a comprehensive training course designed to equip you with the essential skills and knowledge you need to thrive in your role. This interactive course will cover key areas such as strategic planning, financial management, and effective communication, providing you with practical tools to lead with confidence and vision. With expert insights and real-world applications, you'll learn how to navigate the challenges of nonprofit leadership and lay a strong foundation for your organization’s success. Don’t miss this opportunity to enhance your leadership journey and drive your nonprofit forward!
Learning Objectives:
Gain insights into creating and implementing effective strategic plans that align with your nonprofit’s mission, vision, and goals.
Learn the fundamentals of nonprofit financial management, including budgeting, financial reporting, and resource allocation to ensure sustainability and accountability.
Explore techniques for effective communication with diverse stakeholders, including staff, board members, and the community, to foster collaboration and engagement.
Understand the importance of team dynamics and how to cultivate a positive organizational culture that empowers staff and volunteers to contribute to the nonprofit’s mission.
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.
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, 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.
Fundraising Events: Planning and Executing Memorable Experiences
Well-executed fundraising events can generate revenue, build community, and elevate your nonprofit’s profile.
This course will teach you how to plan, organize, and execute memorable events that inspire generosity. Learn the best practices for event management, sponsorships, and donor engagement.
Learning Objectives:
Understand the key elements of successful fundraising events.
Learn how to plan and execute events that align with fundraising goals.
Develop strategies to engage donors and sponsors through event participation.
Create event budgets and timelines for efficient project management.
Assess the success of fundraising events through post-event analysis.
Fundraising Fundamentals: Building a Sustainable Revenue Strategy
This course is essential for nonprofit leaders looking to develop a sustainable fundraising strategy.
Learn the basics of creating a diversified revenue stream that supports long-term organizational goals. Gain the knowledge and tools you need to build relationships with donors and ensure your nonprofit thrives financially.
Learning Objectives:
Understand the core components of a nonprofit fundraising strategy.
Learn how to diversify revenue streams for long-term sustainability.
Develop strategies to build and maintain relationships with donors.
Align fundraising efforts with your organization’s mission and goals.
Create actionable plans to implement a sustainable fundraising strategy.
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.
CEO Roundtable: Leading Nonprofits for Maximum Impact
As a nonprofit CEO, your leadership has the power to transform your organization and the communities you serve.
The CEO Roundtable: Leading Nonprofits for Maximum Impact is an exclusive forum designed for nonprofit executives ready to take their leadership to the next level. This roundtable provides a unique opportunity to collaborate with fellow nonprofit leaders, engage in candid discussions, and gain actionable insights on how to drive greater impact.
In this immersive experience, you'll explore strategies to address the sector’s most pressing challenges, build organizational resilience, and lead with clarity and purpose. Through peer-driven dialogue and expert facilitation, you will enhance your ability to foster innovation, inspire your teams, and achieve lasting success. Elevate your leadership and transform your nonprofit for maximum impact.
Learning Objectives:
Develop and refine your strategic leadership vision to align your organization’s goals with its mission, ensuring long-term sustainability and increased community impact.
Learn strategies to build a resilient nonprofit capable of adapting to challenges and thriving in times of change or uncertainty.
Improve your relationship with your board of directors by developing more effective governance practices, fostering collaboration, and ensuring mission alignment.
Equip yourself with practical tools and leadership techniques to manage organizational change, inspire your team, and maintain momentum in a shifting landscape.
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.
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 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.
Meet Your Trainer:
Jennifer Sanghera is a Senior Manager at OneOC, where she drives community outreach and revenue growth for the Nonprofit Membership Program and Learning Center. With over 18 years in nonprofit and child welfare services, Jennifer has expertise in networking, strategic planning, and project management. Previously, she managed projects at Children & Families Futures and developed educational programs at the Crohn’s & Colitis Foundation. Jennifer holds a bachelor’s degree in social work from Southern Vermont College.
QuickBooks Essentials 101: Mastering Financial Management for Your Business
Unlock the full potential of your business with our QuickBooks Essentials 101 training!
Ready to take control of your business finances? QuickBooks Essentials 101 is the perfect entry-level course for those new to QuickBooks or anyone looking to strengthen their basic accounting skills. Designed for beginners, this hands-on training will walk you through the essential functions of QuickBooks, helping you build confidence in managing day-to-day transactions, tracking income and expenses, and generating key reports. This foundational course will empower you with the skills needed to start managing your finances efficiently and setting your business up for success. Join us to learn the basics of QuickBooks and take the first step toward streamlined financial management!
Learning Objectives:
Learn how to navigate the dashboard, locate essential tools, and access features, making day-to-day financial tasks easier.
Create your company file, add basic accounts, and set up customer and vendor profiles to get your QuickBooks account ready for transactions.
Gain practical skills in entering basic income and expenses, managing simple invoices, and tracking payments to keep your financials up-to-date.
Meet Your Trainer:
Annamarie Licina is the Director of Finance & Accounting Services at OneOC and an Enrolled Agent with expertise in tax preparation, small business accounting, and financial planning. She holds a BS in Business Administration with emphases in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is also a proud Big Sister with the Big Brothers Big Sisters program and enjoys volunteering, particularly teaching financial literacy to youth. She joined OneOC in 2020, where her passion for supporting nonprofits and her accounting expertise come together.
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.
Coaching & Mentorship for Nonprofit Leaders
Strong leaders nurture the development of others.
This course is designed to help you coach and mentor emerging leaders within your nonprofit. Develop skills that not only foster individual growth but also strengthen your entire organization.
Learning Objectives:
Understand the difference between coaching and mentoring and their roles in leadership.
Learn techniques to coach team members to achieve personal and professional goals.
Develop mentoring strategies that foster leadership growth within your organization.
Create a culture of continuous learning and development.
Assess and improve your coaching effectiveness as a leader.
Leadership Development for Program Managers: Empowering Your Team
Strong leadership is essential for successful program management.
This course will help program managers develop the leadership skills they need to motivate their teams, manage resources, and drive results. Learn how to empower your team and lead with confidence.
Learning Objectives:
Understand the role of leadership in program management.
Learn techniques to inspire and motivate program staff and volunteers.
Develop strategies for effective resource management and delegation.
Foster a culture of collaboration and accountability within your team.
Build leadership confidence through decision-making and problem-solving.
Measuring Program Impact: Tools for Tracking Success
Measuring impact is essential for proving the value of your programs and securing continued funding.
This course will show you how to collect, analyze, and report data to demonstrate program effectiveness. Learn to use metrics that matter to both your organization and funders.
Learning Objectives:
Understand the importance of measuring program impact.
Learn methods for collecting and analyzing program data.
Develop metrics that align with organizational goals and funder expectations.
Create systems for continuous program evaluation and improvement.
Communicating effectively to stakeholders and funders.
Building Board Diversity: Strengthening Governance through Inclusion
Diverse boards bring a wide range of perspectives and strengthen governance.
This course will help you recruit and retain board members from diverse backgrounds, ensuring your board reflects the community you serve. Learn how to foster inclusion and create a board that drives innovation and equity.
Learning Objectives:
Understand the importance of board diversity in nonprofit governance.
Learn strategies to recruit board members from diverse backgrounds.
Develop initiatives to create an inclusive board culture.
Foster board discussions that embrace diverse perspectives.
Align board diversity efforts with organizational mission and community needs.
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.
Safeguarding Your Organization: Comprehensive Strategies for Insurance and General Liability
In an unpredictable world, protecting your organization from unforeseen circumstances is crucial.
This course equips you with essential knowledge and tools to navigate the complexities of insurance and general liability. Whether you’re a nonprofit leader, business owner, or manager, you will learn how to mitigate risks associated with accidents, negligence, and potential claims. Through practical insights and expert guidance, you will discover how general liability insurance can shield your organization from financial loss and legal repercussions. Join us to ensure your organization is fortified against potential challenges and equipped for long-term success!
Learning Objectives:
Understand the Basics of General Liability Insurance: Define general liability insurance and its importance in protecting organizations from claims related to injuries and property damage.
Identify Potential Risks and Liabilities: Recognize common situations that can lead to accidents or negligence claims within the workplace and evaluate the associated risks.
Explore Coverage Options and Policies: Analyze various types of general liability insurance policies, understanding what is covered and the limitations of each policy.
Implement Risk Management Strategies: Develop proactive strategies to minimize risks and prevent incidents that could lead to claims, enhancing overall organizational safety.
Navigate Claims Processes and Legal Considerations: Learn the steps involved in filing a claim and understand the legal implications of general liability insurance, including best practices for documentation and communication.
Diversity & Inclusion: Championing Change Through Leadership
Transform your workplace into an inclusive and equitable environment with our course.
Designed for team leaders, this course provides practical strategies to foster diversity, equity, and inclusion within your organization. By addressing racial inequity and promoting psychological safety, you’ll learn how to create a supportive workplace culture that empowers your team members. Equip yourself with the tools to lead meaningful change and enhance collaboration, ultimately driving organizational success.
Learning Objectives:
Identify how racial inequity affects teams and individuals in the workplace, shaping their experiences and interactions.
Assess interpersonal relationships, systems, processes, and cultures within your organization to uncover areas of racial inequity.
Apply effective change management strategies to reduce racial inequity and promote an inclusive workplace culture.
Identify potential areas where racial discrimination may occur in the workplace and develop strategies to address them.
Define psychological safety and explore its significance in enhancing organizational culture related to Diversity, Equity, and Inclusion (DEI).
Current Trends in Nonprofit Management
Staying ahead in the nonprofit sector requires more than just passion—it demands knowledge of the latest trends and challenges.
This course for nonprofit leaders who want to keep their organizations thriving in a rapidly changing environment. This course offers valuable insights into the evolving landscape of nonprofit leadership, strategic planning, marketing, and fundraising. Learn how to navigate the shifting sector and adopt innovative approaches that will sustain your organization and drive its growth.
Learning Objectives:
Explore the latest trends and challenges affecting nonprofit management and how these shifts are reshaping the sector.
Learn innovative leadership strategies that inspire teams and position your organization for success in today's dynamic environment.
Discover forward-thinking approaches to strategic planning that drive growth and sustainability, even during challenging times.
Explore cutting-edge marketing and fundraising strategies designed to increase visibility, engagement, and financial support for your mission.
Learn how to build resilience within your nonprofit, ensuring it can adapt, grow, and sustain itself through changing times and unexpected challenges.
Nonprofit Mega Mixer: Networking Event 2025
Join OneOC, OC Grantmakers, Orange County Nonprofit Professionals Network (OCNPN), and the Association of Fundraising Professionals (AFP) for the 3rd Annual Nonprofit Summer Mega Mixer!
Network with like-minded professionals and local funders in the Orange County community. This event offers a unique opportunity for nonprofit leaders to connect and collaborate. Additionally, there will be an expo-style segment where organizations can learn more about our featured nonprofit and acquire resources.
Don't miss out on this chance to expand your network and discover valuable resources! Each ticket purchase includes one complimentary drink and appetizers.
For questions, please contact Jennifer Sanghera @ jsanghera@oneoc.org
We look forward to networking with you!
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.
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.
Empowering Board Members: Understanding Governance in Nonprofit Leadership
Understanding and fulfilling legal obligations is crucial for nonprofit board members to ensure sustainability and compliance of their organizations.
This course is a comprehensive course designed to empower board members with the knowledge and tools needed to navigate their legal duties effectively. Participants will gain a deeper understanding of the critical legal obligations that nonprofit boards face and learn how to implement best practices for compliance, reducing risk, and protecting both their organization and them from liability.
Learning Objective:
Learn how nonprofit boards are responsible for overseeing and fulfilling the organization’s legal obligations.
Explore the "duty of care," "duty of loyalty," and "duty of obedience" and their specific implications for nonprofit boards.
Discover actionable strategies for meeting the legal requirements and protecting the organization from liability.
Distinguish between different types of tax-exempt statuses and understand their legal and operational implications.
Learn about the federal, state, and local regulations governing nonprofits and the board’s role in ensuring compliance.
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.
Innovative Volunteer Engagement: Empowering Impactful Involvement
Transform your approach to volunteer engagement with our course.
This course explores creative strategies to enhance volunteer participation and leadership within your organization. Learn how to identify new volunteer roles that align with your mission and foster an environment where volunteers feel valued and motivated. By prioritizing recognition and ongoing professional development, you’ll cultivate a dynamic and committed volunteer workforce that drives meaningful change in your community.
Learning Objectives:
Discover innovative strategies to engage volunteers in meaningful roles that align with your organization’s mission.
Explore opportunities to establish and promote volunteer leadership positions that empower individuals to take initiative and drive change.
Understand the critical importance of recognizing volunteers’ contributions to enhance retention and foster loyalty.
Learn how to implement ongoing training and development programs that support volunteers’ growth and skills enhancement.
Develop methods to create a culture of engagement and collaboration that inspires volunteers to actively participate and lead within your organization.
Leading with Impact: Coaching Solutions for Nonprofit Leaders
In the nonprofit sector, strong leadership can have tremendous impact, but leading with purpose and clarity requires more than just management skills.
This course offers nonprofit professionals the coaching techniques and strategies necessary to inspire teams, foster collaboration, and create a culture of accountability and innovation. Designed for leaders at any stage of their career, this course provides actionable tools to enhance your leadership effectiveness and help you lead your organization with greater influence and impact.
Learning Objectives:
Learn key coaching techniques to strengthen leadership skills and empower your team to achieve their full potential.
Develop strategies for creating a culture of accountability, collaboration, and high performance within your nonprofit.
Gain insights into how to lead with emotional intelligence, foster deeper engagement and better communication across your organization.
Explore practical coaching frameworks that can be implemented immediately to improve decision-making and leadership effectiveness in day-to-day operations.
Succession Planning for Long-Term Sustainability
Ensuring the long-term sustainability of your nonprofit requires careful succession planning.
This course will help you develop a plan for leadership transitions, from the executive team to the board. Prepare your organization for future growth by cultivating new leaders and ensuring continuity.
Learning Objectives:
Understand the importance of succession planning in nonprofits.
Learn how to identify and develop future leaders within your organization.
Develop a succession plan that ensures smooth leadership transitions.
Create a leadership pipeline for long-term organizational sustainability.
Foster a culture of leadership development at all levels.
Building a Strong Organizational Culture
A positive organizational culture is essential for staff retention and overall success.
This course will help you shape and sustain a culture that reflects your nonprofit’s values and mission. Learn to create an environment where your team feels valued, engaged, and motivated to contribute to the organization’s goals.
Learning Objectives:
Understand the role of organizational culture in nonprofit success.
Learn strategies to build a value-driven culture.
Develop initiatives that foster team engagement and collaboration.
Create mechanisms to sustain and nurture positive culture long-term.
Align organizational culture with your mission and strategic goals.
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. Budgets and budget narratives will also be covered and explained. You’ll 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.
Throughout this certificate, you will learn and create:
Opening Paragraphs
Need/Case Statements
Agency Description
Program description including goals/objectives/outcomes.
Meet the 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.
Micro Events, Major Impact: Maximizing Small-Scale Fundraising for Big Results
In the world of fundraising, sometimes the smallest events can create the biggest impact.
"Micro Events, Major Impact" is a dynamic course that explores how nonprofits can harness the power of small-scale, intimate events to drive donor engagement and achieve significant results. OneOC, in partnership with AFP-OC, is proud to offer this cutting-edge training that combines over 60 years of AFP’s expertise in ethical and professional fundraising.
Whether you’re looking to stretch a limited budget or build deeper connections with your supporters, this course will provide actionable strategies for planning, executing, and maximizing the effectiveness of micro events. Learn how to create memorable experiences that inspire donor loyalty and generate lasting impact, all while maintaining the highest ethical standards in fundraising.
Learning Objectives:
Learn how small, personalized events can create meaningful engagement with donors and drive long-term support for your nonprofit.
Discover how to plan and execute impactful micro events on a limited budget without compromising on quality or donor experience.
Understand how micro events foster stronger relationships with donors, leading to increased retention, deeper connections, and higher donor satisfaction.
Explore ethical considerations in event-based fundraising, guided by AFP-OC’s expertise in professional and ethical fundraising standards.
Learn how to design micro events that are scalable and sustainable, ensuring they contribute to long-term fundraising success and organizational growth.
Discovering and Developing High-Impact Volunteer Projects for Nonprofits
Finding the right volunteer projects can transform how your nonprofit engages with the community and fulfills its mission.
This course is designed to help nonprofit professionals identify, create, and manage volunteer opportunities that align with their organization’s goals. Learn effective strategies to source meaningful projects, match volunteer skills, and maximize impact for both your organization and the volunteers.
Learning Objectives:
Understand the importance of volunteer projects in driving nonprofit impact and community engagement.
Learn how to identify and develop volunteer projects that align with your organization's mission and needs.
Explore strategies for sourcing skilled volunteers and matching them with the right opportunities.
Gain insights into best practices for managing volunteer projects from planning to execution.
Discover how to evaluate and measure the success of volunteer projects to ensure lasting impact.
Meet The Funder
Meet the Funder, co-hosted by OneOC and OC Grantmakers, aims to bring nonprofits together for an in-depth and intimate discussion to better understand community foundations as a valuable resource, providing an exclusive opportunity to meet-and-greet and learn about the funding guidelines.
V|LEAD
Volunteer Leadership to Achieve Diversity (V/LEAD) is a dynamic leadership series brings together a diverse cohort of civic-minded individuals dedicated to fostering positive change in the communities they serve.
Proudly sponsored by US Bank and led by OneOC in partnership with Groundswell, this seven-part hybrid workshop series—featuring both in-person and virtual sessions—is designed for nonprofit and corporate leaders in Orange County who are committed to advancing community betterment. The series reimagines board and volunteer leadership by integrating leading practices in board development, with a strong focus on diversity, equity, and inclusion at both the individual and organizational levels.
Prepare for Nonprofit Leadership: Implement more effective ways to engage board and volunteer leaders with your organization.
Board Development Excellence: Build a greater pipeline of board prospects by mastering the leading board practices necessary to implement a highly
effective board development program.
Networking Opportunities: Connect with corporate volunteer leaders who could become invaluable assets to your nonprofit.
Peer Learning: Build lasting relationships with a community of nonprofit executives and board members from Orange County, fostering collaboration and growth.
Series Dates:
Kickoff & Session #1 (In-person) – September 12, 2025
Session #2 (virtual) – September 26th
Session #2 (in-person) – October 10, 2025
Session #3 (virtual) – October 24, 2025
Session #4 (in-person) – November, 7,2025
Session #5 (in-person) -November 21, 2025
For More Information and To Register, CLICK HERE
Grant Writing Essentials: Crafting Winning Proposals
Effective grant writing can unlock significant funding for your nonprofit.
This course will guide you through the essentials of writing winning grant proposals that resonate with funders. Learn how to tell your nonprofit’s story in a way that aligns with grant requirements and maximizes your chances of success.
Learning Objectives:
Understand the key components of a successful grant proposal.
Learn how to research and identify appropriate grant opportunities.
Develop skills to align your nonprofit’s mission with funder priorities.
Write compelling narratives and budgets that strengthen your proposal.
Create systems to track and manage grant applications and reporting.
Effective Board Meetings: Maximizing Productivity and Engagement
Make every board meeting count!
This course will teach you how to plan and run productive, engaging board meetings that foster collaboration and drive decisions. Learn how to create an agenda, manage time effectively, and ensure every board member’s voice is heard.
Learning Objectives:
Learn strategies to plan and organize effective board meetings.
Develop techniques to foster engagement and participation from all board members.
Create agendas that align with organizational goals and priorities.
Manage meeting time efficiently to maximize productivity.
Facilitate open and inclusive discussions that lead to informed decisions.
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.
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.
Monthly Giving Programs: Building a Reliable Donor Base
Monthly giving programs provide a steady, reliable source of income for nonprofits.
This course will teach you how to develop and grow a successful monthly giving program that keeps donors engaged long-term. Learn how to inspire donors to give consistently and strengthen their commitment to your cause.
Learning Objectives:
Understand the benefits of monthly giving programs for nonprofits.
Learn how to design and launch an effective monthly giving campaign.
Develop strategies to engage and retain recurring donors.
Create donor recognition and stewardship plans for monthly givers.
Use analytics to track and optimize the success of your monthly giving program.
Nonprofit Management Certificate
OneOC’s Nonprofit Management Certificate is a 6-module comprehensive 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: Thursday, 10/2/2025
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 leading practices for being successful in a nonprofit organization. You will learn about the common challenges nonprofit leaders and professionals face as well as the major areas of responsibility for a career in the nonprofit sector.
Organizational Strategy & Planning: Thursday, 10/9/2025
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: Thursday, 10/16/2025
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: Thursday, 10/23/2025
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: Thursday, 10/30/2025
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: Thursday, 11/6/2025
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.
Effective Nonprofit Leadership: Navigating Challenges and Driving Results
In today’s rapidly changing landscape, effective nonprofit leadership is more crucial than ever.
"Effective Nonprofit Leadership: Navigating Challenges and Driving Results" is a transformative course designed for leaders who are committed to making a meaningful impact in their communities. This course will equip you with the essential skills and strategies needed to navigate the complexities of nonprofit management. You will learn how to inspire and mobilize teams, address challenges with confidence, and drive results that align with your mission. Join us to enhance your leadership capabilities and position your organization for sustainable success!
Learning Objectives:
Develop a Leadership Vision: Articulate a clear and compelling vision that inspires teams and stakeholders to work toward common goals.
Navigate Organizational Challenges: Identify and analyze common challenges faced by nonprofits and develop effective strategies to address them.
Engage and Empower Teams: Implement techniques to motivate, engage, and empower team members, fostering a culture of collaboration and innovation.
Drive Performance and Accountability: Learn how to set measurable goals, track progress, and hold team members accountable for achieving results.
Cultivate Stakeholder Relationships: Build and maintain strong relationships with stakeholders, including donors, volunteers, and community partners, to enhance organizational support and impact.
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 principals 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, as well as how to understand true the importance of proper budget planning. If you are looking for a refresher or are new to the 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.
Essential Leadership Skills for Nonprofit Supervisors: Leading with Impact
Transitioning into a supervisory role in the nonprofit sector comes with unique challenges and opportunities.
This course is a comprehensive training designed to equip new supervisors with the tools and strategies they need to lead effectively. This course will help you develop strong leadership capabilities, improve team dynamics, and align your team’s work with your organization’s mission. With a focus on practical, nonprofit-specific mid-management techniques, you'll leave empowered to drive positive change and foster a motivated, high-performing team.
Learning Objectives:
Learn essential leadership skills to effectively manage and inspire teams in the nonprofit sector.
Develop strategies to improve communication, build trust, and enhance collaboration within your team.
Understand how to connect your team’s daily tasks to the broader mission of your nonprofit, driving meaningful impact.
Gain practical tools for handling common managerial challenges such as conflict resolution, performance management, and team motivation.
Learn how to create a supportive and growth-oriented work environment that encourages continuous learning and development among team members.
Meet Your Trainer:
Jennifer Sanghera is the Nonprofit Services Senior Manager at OneOC, where she drives community outreach and revenue growth for the Nonprofit Membership Program and Learning Center. With over 18 years in nonprofit and child welfare services, Jennifer has expertise in networking, leadership, strategic planning, and project management. Previously, she managed programs at Children & Families Futures and developed educational programs at the Crohn’s & Colitis Foundation. Jennifer holds a bachelor’s degree in social work from Southern Vermont College.
Learning Your Leadership Style: Disc
Discover the power of self-awareness and effective leadership with our virtual course, "Learning Your Leadership Style: DISC."
Designed specifically for nonprofit professionals, this course introduces you to the DISC personality assessment, a proven tool for understanding different leadership styles and improving team dynamics. By exploring your unique leadership style and learning how to adapt to the styles of others, you will enhance your communication, collaboration, and overall effectiveness as a leader. Join us for an engaging online experience that will empower you to lead with confidence, foster stronger relationships, and drive your organization toward success.
Learning Objectives:
Identify Your Leadership Style: Gain insights into your personal leadership style using the DISC assessment, enabling you to understand your strengths and areas for growth.
Understand the DISC Framework: Learn about the four DISC personality types—Dominance, Influence, Steadiness, and Conscientiousness—and how they impact team dynamics and organizational culture.
Enhance Communication Skills: Develop strategies for effective communication tailored to different personality types, improving collaboration and reducing conflict within your team.
Adapt Your Leadership Approach: Learn how to adjust your leadership style to better connect with team members, enhancing motivation and engagement across diverse groups within your nonprofit.
Meet Your Trainer:
Stacy Hawkins, Director of HR & Administration at OneOC, brings over 30 years of nonprofit HR experience. Known as “HR with heart,” Stacy is passionate about strengths-based leadership and fostering employee growth. She excels in coaching individuals to reach their full potential and was featured in the Orange County Register for her insights on job searching through specialty boards. Stacy joined OneOC 12 years ago, dedicated to supporting employee success and organizational development.
How to Leverage Skills Based Volunteers
Unlock the potential of skilled-based volunteers to enhance your nonprofit capacity and effectiveness.
In this training, you’ll learn how to attract, engage, and retain talented volunteers whose expertise can drive your organization’s mission forward. Gain strategies to maximize the value of skilled volunteers and create lasting impact.
Learning Objectives:
Understand the benefits of integrating skilled-based volunteers into your nonprofit.
Learn how to recruit volunteers with specific expertise to meet organizational needs.
Develop strategies for engaging and retaining skilled volunteers effectively.
Create meaningful volunteer roles that align with your organization’s goals.
Explore the best practices for managing and measuring the impact of skilled volunteers.
Servant Leadership for Mission-Driven Organizations
Lead by serving others and watching your organization flourish.
This course explores the principles of servant leadership, where the growth and well-being of your team come first. Learn how this approach can enhance team morale, collaboration, and mission-driven success.
Learning Objectives:
Define servant leadership and its relevance to nonprofits.
Learn how to prioritize the needs of your team to drive performance.
Develop skills in active listening and empathy to strengthen leadership.
Foster a collaborative environment where every voice matters.
Align servant leadership principles with organizational outcomes.
HR Risk Management and Compliance for Nonprofits Compliance
Managing risk is essential to protecting your organization from financial, legal, and reputational harm.
In this course, you’ll learn how to identify potential risks, develop mitigation strategies, and maintain compliance with laws and regulations. Ensure your nonprofit operates safely and securely in an increasingly complex world.
Learning Objectives:
Identify common risks facing nonprofit organizations.
Learn strategies to mitigate financial, operational, and reputational risks.
Understand the legal and regulatory compliance requirements for nonprofits.
Develop a risk management plan tailored to your organization.
Create a culture of proactive risk awareness and management.
Meet Your Trainer:
Stacy Hawkins, Director of HR & Administration at OneOC, brings over 30 years of nonprofit HR experience. Known as “HR with heart,” Stacy is passionate about strengths-based leadership and fostering employee growth. She excels in coaching individuals to reach their full potential and was featured in the Orange County Register for her insights on job searching through specialty boards. Stacy joined OneOC 12 years ago, dedicated to supporting employee success and organizational development.
Peak Performance Through Time Mastery: Elevate Your Productivity
In this engaging workshop, participants will discover how to eliminate barriers to effective time management and enhance their productivity.
By mastering essential time management skills, you’ll not only boost your personal performance but also foster greater engagement within your organization. Join us to unlock strategies that will empower you to take control of your time, improve collaboration, and achieve your goals with confidence.
Learning Objectives:
Recognize common obstacles to effective time management and learn techniques to overcome them for enhanced productivity.
Develop practical skills and strategies that enable you to manage your time more effectively and efficiently in the workplace.
Learn how effective time management can lead to improved performance outcomes and higher quality work.
Discover ways to use time management techniques to promote teamwork and engagement within your organization.
Design a customized time management plan that aligns with your personal goals and organizational objectives to maximize your impact.
Mastering Social Media Marketing for Nonprofits: Amplify Your Mission Online
In today's digital world, social media is essential for expanding your nonprofit’s reach, engaging supporters, and driving meaningful action.
This course provides nonprofit professionals with the tools and strategies to leverage social media effectively. Learn how to create impactful content, grow your audience, and turn online engagement into real-world support for your cause.
Learning Objectives:
Understand the fundamentals of social media marketing and its importance for nonprofits.
Develop a social media strategy aligned with your nonprofit’s mission and goals.
Learn how to create engaging content that resonates with your audience across platforms.
Explore tools and tactics for growing your online presence and increasing follower engagement.
Measure the success of your social media efforts using analytics and adapt strategies for greater impact.
Starting 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 virtual seminar via Zoom 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.
Volunteer Recruitment and Retention: Building a Strong Volunteer Base (Part 1)
Volunteers are the heart of many nonprofit organizations.
This course will teach you how to attract, engage, and retain volunteers who are passionate about your mission. Learn strategies for building a strong, committed volunteer base that contributes to long-term success.
Learning Objectives:
Understand the role of volunteers in nonprofit success.
Learn techniques for recruiting volunteers from diverse backgrounds.
Develop strategies for engaging and retaining long-term volunteers.
Create volunteer onboarding and training programs that drive commitment.
Foster a culture of appreciation and recognition for volunteer contributions.
Volunteer Recruitment and Retention: Building a Strong Volunteer Base (Part 2)
Engaging volunteers in meaningful ways can lead to stronger relationships and better outcomes for your nonprofit.
This course will teach you how to design volunteer opportunities that resonate with participants and enhance your organization’s mission. Learn how to create fulfilling volunteer experiences that lead to long-term engagement.
Learning Objectives:
Understand the factors that drive volunteer engagement and satisfaction.
Learn how to design volunteer roles that align with organizational needs.
Develop strategies for creating meaningful volunteer experiences.
Foster strong communication and feedback channels with volunteers.
Build volunteer loyalty through recognition and relationship-building.
Meet The Funder
Meet the Funder, co-hosted by OneOC and OC Grantmakers, aims to bring nonprofits together for an in-depth and intimate discussion to better understand community foundations as a valuable resource, providing an exclusive opportunity to meet-and-greet and learn about the funding guidelines.
Leadership Coaching
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Marketing on a Shoestring Budget
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Insurance and General Liability
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Budgeting
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Annual Planning
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Assessing Your Volunteer Program & Creating an Action Plan
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Board Governance for Board Members
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Branding
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Business Communication
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Change Management
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Cybersecurity
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Community Leadership
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Conflict Resoultion
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Crucial Conversations Workshop
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Developing a Social Enterprise
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Developing Others
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Diversifying Revenue Streams
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ECOC Monthly Meeting
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Employment Law Updates
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Endowments
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EQ VS IQ
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Event Fundraising
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Financial Sustainability
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Foundations of Volunteer Management
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Grants Management
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GrantStation
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How to Grow Your Corporate Support & Sponsorships
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HR for Non HR People
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HR Team of One
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Intro to Nonprofit Sector
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Introduction to Nonprofit Financial Management
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Leading a Nonprofit
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Leading a Team & Supervising
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Learning your Leadership Style Disc 101
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Measuring Program Impact
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Volunteer Engagement Strategies: Creating Meaningful Experiences (Part 2)
Engaging volunteers in meaningful ways can lead to stronger relationships and better outcomes for your nonprofit.
This course will teach you how to design volunteer opportunities that resonate with participants and enhance your organization’s mission. Learn how to create fulfilling volunteer experiences that lead to long-term engagement.
Learning Objectives:
Understand the factors that drive volunteer engagement and satisfaction.
Learn how to design volunteer roles that align with organizational needs.
Develop strategies for creating meaningful volunteer experiences.
Foster strong communication and feedback channels with volunteers.
Build volunteer loyalty through recognition and relationship-building.
Volunteer Recruitment and Retention: Building a Strong Volunteer Base (Part 1)
Volunteers are the heart of many nonprofit organizations.
This course is one out of two sessions that will teach you how to attract, engage, and retain volunteers who are passionate about your mission. Learn strategies for building a strong, committed volunteer base that contributes to long-term success. Part two is titled “Volunteer Engagement Strategies: Creating Meaningful Experiences”.
Learning Objectives:
Understand the role of volunteers in nonprofit success.
Learn techniques for recruiting volunteers from diverse backgrounds.
Develop strategies for engaging and retaining long-term volunteers.
Create volunteer onboarding and training programs that drive commitment.
Foster a culture of appreciation and recognition for volunteer contributions.
Volunteer Management Systems: Streamlining Operations for Efficiency
Managing volunteers effectively requires strong systems and processes.
This course will teach you how to create and implement volunteer management systems that streamline operations and improve volunteer experience. Learn best practices for scheduling, communication, and tracking volunteer contributions.
Learning Objectives:
Understand the components of an effective volunteer management system.
Learn how to implement technology tools for scheduling and communication.
Develop strategies to track volunteer hours and contributions.
Create systems for feedback and improvement in volunteer management.
Enhance volunteer satisfaction and retention through efficient management.