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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Insurance and General Liability
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Annual Planning
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Intro to Nonprofit Sector
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