Leadership Bend Impact Summit Nonprofit Workshops

Facilitated by experts in the nonprofit arena, COIS is hosting a series of four research supported workshops focused on areas identified as most needed by nonprofits.

Here is an overview of what the four nonprofit-centric workshops will entail:

#1: Finance & Strategic Planning

Mathew Hamlin – & Jen Rusk
March 7th, 2017
3:00 pm – 5:00 pm
Location: Partners In Care, / 2075 NE Wyatt Ct I, Bend, OR 97701

#2: Board Governance

James Lussier 
March 21th, 2017
3:00 pm – 5:00 pm
Location: Partners In Care /  2075 NE Wyatt Ct I, Bend, OR 97701

Executive Directors and Board Members — Imagine living in a community with a vibrant, healthy nonprofit sector that delivers game-changing programs in a variety of causes. Excellence in governance is critical to helping the nonprofit sector achieve meaningful and lasting social change. A recent study by Stanford Business School, in collaboration with BoardSource and GuideStar, found that “the skills, resources, and experience of directors are not sufficient to meet the needs of most nonprofit organizations.”

This session will include an overview of current research on the topic of governance, discuss the three duties of trusteeship, explore characteristics of high-impact boards and provide guidance on developing an effective, visionary board of directors who govern with the skills, resources and experience needed to build high-performing nonprofit organizations.

#3: Marketing Your Nonprofit Agency

Robert Rekward
April 4th, 2017

3:00 pm – 5:00 pm
Location: Partners In Care, / 2075 NE Wyatt Ct I, Bend, OR 97701

To stand out in a crowded marketplace, you need a sharply-focused message and a clear difference which will make you memorable. So how does an organization come up with that message? This workshop will cover some of the fundamentals of positioning and messaging in addition to providing you with a step-by-step approach to developing your non-profit’s unique brand. It’s a fun and challenging exercise which can transform your marketing — and possibly your organization.

#4: Creating the Perfect Pitch

Pam Stevenson
April 11th, 2017

Time: 3:00pm – 6:00pm

Location: Partners In Care, / 2075 NE Wyatt Ct I, Bend, OR 97701

Are you ready to deliver a great pitch? Let’s make sure you are!  This workshop will provide you with the clarity and background you need for success, including the key elements and structure of a pitch, story-telling techniques, creating a wow factor and handling Q&A.

#5: Pitch Rehearsal & Coaching Session

Diane Allen
April 25th, 2017
3:00 pm – 5:00 pm
Location: Partners In Care
Any effective pitch requires practice.  This workshop will provide you with an opportunity to not only practice your pitch, but to also receive valuable feedback to help you improve and refine it.


Workshop Instructor Bios:

 

Mathew Hamlin

Jones and Roth CPA

Mathew Hamlin is a senior manager in the firm’s Bend office and the leader of the companies Nonprofit Organization team for the firm’s Central Oregon office. He has a broad range of experience in assurance and taxation for both commercial businesses and non-profit organizations. He enjoys working with his clients to provide valuable solutions for their financial goals and appreciates the long term relationships that have ascended from those interactions.

Mathew volunteers as the chair of the finance committee for The Bloom Project. He enjoys traveling, golfing, running and cooking.

 

 


James T. Lussier

Founder & CEO             

JAMES T. LUSSIER (Jim) is founder and principle consultant with The Lussier Center/TLC which is focused on the quest for personal and organizational performance excellence. He has served at the executive level and as a CEO in healthcare organizations and served as President/CEO  and Board member of St. Charles Health System in Bend and Central Oregon.  He has provided counsel and training to hospitals and health systems in The Netherlands, Africa, Japan, Canada and the United States.

He also serves as a consultant with Transformation Systems International/The Performance Center.   The Lussier Center/TLC provides guidance/counsel to Boards, Organizations and Individuals on: · Governance & Board of Director Effectiveness · Leadership Mastery · Strategic Development & Direction Planning · Development of Optimum Work Environments  and Cultures · Attainment of Performance Excellence

Jim is active in Rotary International and was the 2013-14 Rotary District Governor for District 5110, covering the southern two-thirds of Oregon and the northern part of California with 70 Rotary Clubs overseeing service projects locally, regionally and world-wide. Mr. Lussier is an active member of a number of boards and commissions.  He currently serves on the Boards of the Volunteers of Medicine Clinic of the Cascades, City Club of Central Oregon and the Facilities Guidelines Institute Board & Health Guidelines Review Committee where he has served as Chair of Research & Development.  Jim has previously served as both member and President of the Oregon State Board of Higher Education, overseeing the seven public Universities in Oregon, Sparling Corporation and the Oregon Health Policy Commission.


Jen Rusk    

Development Director

Jen Rusk’s 30 years in the nonprofit sector as a manager, development director, consultant, and Board member have given her a unique vantage on nonprofits—both as independent businesses and as a growing sector of the US economy. Over the past 16 years, Jen has helped 40 Central Oregon nonprofits achieve great success in the areas of planning, organization development, and fundraising. She holds a BA from the University of California at Santa Cruz, has extensive training in nonprofit consulting and fundraising, is a Certified Professional and Personal Coach through the Coaches Training Institute, and will complete a Masters in Process Facilitation and Conflict Studies in May 2017

 


Robert RekwardRobert Rekward
Founder & President
Delicious Design

Robert is the Creative Director for Delicious Design, the company he founded in 1991 with a used Mac II, a garage apartment, and a $5000 loan. Specializing in brand positioning, strategy, and marketing, Delicious Design has helped numerous non-profit organizations achieve their fundraising and strategic goals through carefully crafted messaging and execution.

 


Pam StevensonPam Stevenson
Startup Pitch Coach/Angel Investor/ Entrepreneur

Pam has helped companies launch new products and entrepreneurs launch new companies for more than 25 years.  With a science and engineering background (B.S. in Chemistry from Duke, M.S. in Mechanical Engineering from Stanford, M.B.A. from Duke) her passion has always been innovation, whether it’s been composing code for IBM, crashing cars for General Motors, creating running shoes for Nike or coaching over 200 startups in industries as diverse as clean energy and dirty dogs.

She has served as an Adjunct Professor of Entrepreneurship and Innovation for Oregon State University and the Concordia University Graduate School of Management, as a Technology Business Consultant and Grow Oregon Advisor for the State of Oregon, a Start-up Weekend coach and judge and as a coach for the presenting companies at the Bend Venture Conference for 12 years.  She has taught hundreds of entrepreneurs and students the Power Pitching method, helping to raise millions in capital.

Pam is also the founder of Awesome Bend, an organization which utilizes Power Pitching to inspire and fund community good.


Diane Allen                                                                                                                                                                                                     
Pitch Coach

Diane Allen was a pitch coach for the Bend Venture Conference 2014-15 and a speaking coach for TEDxBend 2016. She focuses on telling a powerful story to connect deeply with the audience and create a high response rate. Got nerves? Diane’s got you covered! When she’s not helping locals to rock their presentations and pitches, she’s traveling across the nation delivering her signature speech about women’s leadership presence and closing gender wage gap.