Category: Meetings

Performance Management: Am I Doing a Good Job?

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September 2014: Performance Management:  Am I Doing a Good Job?

As a financial manager, how do you measure success? How does your boss measure your success? Ideally, you and your boss have sat down and established meaningful, measurable, challenging annual goals for you to achieve – however, that doesn’t always happen. HR Consultant Gordon Gottlieb facilitated a discussion on how performance evaluations get played out at different nonprofits, and how to think about setting goals for CFOs, other finance staff and for the rest of the organization. Gordon has many years of experience working as an HR consultant and currently works only with nonprofit and public entity clients.

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Financial Storytelling: Captivating Stakeholders with Financial Results-June 2014

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Financial Storytelling:  Captivating Stakeholders with Financial Results

Although spreadsheets are a CFO’s best friend, the stakeholders of a nonprofit need more than columns of numbers to understand a nonprofit’s financial story. Edward Mulherin, Founder and CEO of e-Cratchit, gave a presentation about innovative approaches to financial storytelling that will keep the attention and interest of your board, institutional funders and other stakeholder audiences. Edward is a CPA and a lawyer with over 30 years of experience in finance and accounting, first as an auditor and then, for the past 15 years, as CEO of e-Cratchit, which provides outsourced CFO and accounting, mainly web-based services, across the country to approximately 60 nonprofit companies. Read More

Maximize your Online Donation System

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May 2014 Meeting: Maximize your Online Donation System

Russell Greenwald, Vice President and Director of Insource’s Technology Consulting Practice, shared his experiences with online donation systems with those in attendance. Through demonstrations and process review, he showed the group how to attract more donors, save staff time, and gather better metrics. Russell serves as CIO for many of Insource’s Technology clients and is backed by a talented team of staff and partners and has been with Insource for the past 13 years.

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April 2014 Meeting

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Do’s and Don’ts of Executive Compensation

Executive compensation is a critical area of governance for all nonprofits. Compensation and benefits are expected to be reasonable in order to avoid excess compensation for any one individual but what does that mean and how does a nonprofit know whether their compensation package would be considered reasonable in the event of an IRS audit or the press?

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March 2014 Meeting

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Criminal Offender Record Information (CORI):
How to be diligent and fair with background checks (and not get into trouble).

Greg Massing, Executive Director of the Rappaport Center for Law and Public Service at Suffolk University Law School, was instrumental in drafting, passing, and implementing the Commonwealth’s CORI reform legislation as a member of the Patrick Administration from 2007 to 2011. Dave Wilson, a partner at Hirsch Roberts Weinstein LLP, advises businesses and non-profits on employment matters, including how to navigate the Commonwealth’s CORI and non-discrimination laws in the hiring process.

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