The Leadership Institute offers educational modules on critical leadership, management, technical and governance topics and a Nonprofit Management Certificate.
It is a year-long series of seminars led by experts in their particular competencies and enhanced with peer-facilitated discussion groups for new and seasoned executive directors, those in the pipeline, or senior leaders such as development directors, program managers and volunteer engagement managers.
June 16 & 17, 2022, Board/Organizational Leadership
July 14 & 15, 2022, Financial Leadership
September 15 & 16, 2022, Resourcing the Mission/Fundraising
October 13 & 14, 2022, Process Improvement/Operational Excellence
November 10 & 11, 2022, Human Resources
January 19 & 20, 2023, Marketing/Communications
February 9, 2023, Applied Session w/ Peers & Alumni
March 9 & 10, 2023, Ethical/Legal Issues
April 20 & 21, 2023, Capstone Session & Graduation
The program focuses on the following 9 leadership and skill-development topics.
Hone and grow your leadership skills. Leadership profiles will be completed as part of a pre-module assignment. The profile will be assessed on day one with the instructor and small group activities. This module will focus on effective approaches to leading a team of people to accomplish shared goals and discover creative ways to achieve positive outcomes.
Kristy Hesse, Chief Human Resources Officer, Community First Credit Union, in collaboration with Nancy Heykes, MBA, JD, Leadership Institute Coordinator & OnPoint Consulting, will lead this module to help participants grow the following competencies:
- building high-trust relationships and managing conflict effectively
- understanding leadership principles and how to apply to lead employees/volunteers
- using tools to evaluate risk and opportunities
- developing a process for leading change
Board Orientation & Governance
Explore reasons why boards exist, and examine the roles, responsibilities and relationship to staff. Gain tools for enhancing board effectiveness including recruitment and development, board engagement, board structure, meeting management, and board self-assessment.
Mary Stelletello, Principal, Vista Global Coaching & Consulting, will lead this module covering:
- 10 responsibilities of a board and 10 responsibilities of a non-profit CEO
- how to lead the board through self-assessment and prioritize needs
- negotiating your role as CEO with your board based on the life cycle of the organization
- best practices and tools for effective recruitment and retention of board members
- how to effectively connect the board to the mission
Finances & Financial Management
Analyze the principles of financial management for nonprofits. Learn to apply the fundamentals of accounting, cash flow analysis, expenditure control, and audits. Study budgeting and planning, tax issues, and internal/external reporting requirements for solid fiscal management.
Steve Zimmerman, Principal, Spectrum Nonprofit Services, will lead this module covering:
- revenue-based budgeting
- identifying financial vulnerabilities in your organization
- how to assess the short and long-term financial health of the organization
- using the budget as a tool to make data driven decisions
- visual mapping of programs to support decisions on growth and sustainability
Fundraising & Resourcing the Mission
Learn the basic types of revenue available to nonprofits, and how to connect fundraising to your organization’s mission. Zero in on principles of ethical fundraising, learn to manage the philanthropic process, and develop plans that will enhance the effectiveness of staff and volunteers.
Courtney Weiland, CFRE, Vice-President, Philanthropy, ThedaCare Family of Foundations, will lead this module covering:
- the structure of an effective development team, whatever the size of your organization
- how to set fundraising goals and accountability practices
- creating the annual development plan and enlisting support
- how to develop a compelling case for support to engage volunteers, staff and donors
Design programs that achieve your organization’s mission. Develop plans based on process thinking. Be proactive in identifying, analyzing and improving upon existing business processes within your organization to optimize your impact.
Jason Schulist, President of the Generative Local Community Institute (GLCI), leads this module covering:
- develop a skill of scientific thinking to apply within your organization
- practice with the four steps of the KATA Process Improvement approach through a simulation
- understand capability models for operationally excellent organizations when working with staff that are stuck in the same old process
Discuss critical human resource management issues for both employees and volunteers. Increase your awareness of best practices in performance management systems, personnel policies, and job designs.
Tricia Perkins, Senior Strategic HR Advisor, Lake Effect HR & Law LLC, will lead this module covering:
- relevant aspects of human resources law
- talent acquisition steps and processes
- effective performance management systems (objective setting, coaching, disciplinary procedures) and relevant job descriptions
- potential employee ‘total rewards’ packages for retention and recruitment for small to medium sized nonprofits
- policies and procedures in a nonprofit environment
Marketing & Communications
Explore a systematic framework for developing a comprehensive marketing and communication plan, whatever the size of your organization. Identify the most effective approaches to communication with your donors, volunteers, and the community.
Lisa Piikkila, Coalesce Marketing, leads this module. She will guide the participants through the following:
- brand identification to understand how to best promote your organization’s mission
- creating compelling messages with clear calls to action for target audiences
- identifying best modes of communication for maximum results for fundraising
- roles and responsibilities for communication based on best practices
Small group project work will take place as participants present an issue they have identified in their own organization that they would like to review and improve. The simulation involves the participant presenting to classmates as a mock presentation to their board.
Ethical & Legal
Explore key moral issues of, and managerial approaches to, promoting ethical conduct in the organization. Learn how to promote proper conduct, how to manage ethically and how to handle potential problems in enforcing standards. Learn how to build a culture that prevents ethical and compliance problems.
Nancy Heykes, JD, Leadership Institute Coordinator, will lead this module covering:
- identifying situations in the organization vulnerable to ethical challenges,
- defining processes to resolve ethical issues related to stakeholders (clients, employees, volunteers, donors, board, community),
- tools to build a culture to prevent ethical and compliance problems and much more!
Capstone & Graduation
Wrap Up: Day 1
The Leadership Institute program is designed to increase nonprofit leaders’ effectiveness and skills in understanding and managing today’s nonprofit organizations.
In this last session, Kristy Hesse, Chief Human Resources Officer, Community First Credit Union, in collaboration with Nancy Heykes, JD, Leadership Institute Coordinator& OnPoint Consulting, will help participants review the principles and practices of running an organization that measures success through service. Participants will review their personal leadership strengths and weaknesses and develop ways in which they will adapt to build a strong foundation for leadership based on what was learned in the Institute.
Graduation: Day 2
A short presentation will be required to reflect on an area of improvement or growth gained through the Institute modules. The Leadership Institute Coordinator will work with participants to develop the topics.
A graduation ceremony will take place on the last day with an invitation to all board members chairs, program funders, NPLI committee members and past graduates of the program.
Cost per participant: $ 1,500
Because of NPLI’s generous donors we are able to subsidize the cost of this $4,800 program so program participants only pay $1,500.
Both an online application from the candidate, and an online referral from a board representative or immediate supervisor must be submitted for consideration. Questions email [email protected]
- Jen Ainsworth Wild Ones Natural Landscapers
- Meherrnaz Balaporia IndUS of Fox Valley
- Brad Creighton Volunteer Fox Cities
- Cindy Flauger Neenah Animal Shelter
- Ernesto Gonzalez Jr Casa Hispana Inc.
- Marci Hoffman Trout Museum of Art
- Laura Jones African Heritage Inc.
- Megan Koehler Thern Farm/New London Heritage Historical Society
- Wendy Krueger Be Well Fox Valley/United Way Fox Cities
- Emily Lewis Fox Cities Victim Crisis Response Team
- Barb Mendoza The FRESH Project
- Harper Smith Fox Valley Memory Project
- John Timmer Bergstrom–Mahler Museum of Glass
- Kristen Trimberger Reach Counseling
- Leah Wojnowiak The Compassionate Connections Center
- 2019-20 Participants
- Jenny Anger (while in the program: Thompson Center on Lourdes)
- Kelli Clussman (while in the program: Heart of the Valley Chamber of Commerce)
- Julie Filapek Goodwill NCW/Neighborhood Partners
- Nikki Hessel Future Neenah, Inc.
- Elaine Krizenesky (while in the program: Wild Ones Natural Landscapers, Ltd.)
- Jen Parsons Samaritan Counseling Center of the Fox Valley
- Jonathan Pylypiv Veterans of Foreign Wars Post 2278 Council
- Hope Schaefer Girls on the Run of Northeast Wisconsin
- Erin Schultz-Wege SOAR Fox Cities
- Randy Tuma Fox Cities Environmental Learning Campus at Bubolz Nature Preserve
- Christina Turner The Trout Museum of Art & Fox Cities Building for the Arts
- 2017-18 Participants
- Sri Buddi IndUS of Fox Valley
- Maria Costello Paper Discovery Center/Paper Industry International Hall of Fame
- Kathy Fehl Weyauwega Arts
- Lindsay Fenlon Big Brothers Big Sisters of East Central Wisconsin
- Dan Haak Apricity
- Diane MacDonald Old Glory Honor Flight (while in the program: Community Clothes Closet, Executive Director)
- Vicki McAuliffe Valley VNA Senior Services, Inc.
- Debbie Nowak Friends of 1000 Islands Environmental Center
- Nik Shier (while in the program: Fox Valley Literacy Council
- Lisa Strandberg Pillars (while in the program: Samaritan Counseling Center of the Fox Valley)
- Rhonda Strebel Rural Health Initiative (a program of ThedaCare)
- David Weiss Boys’ & Girls’ Brigade
- Alice Zarda Youth Go
- Oliver Zornow Building for Kids (while in the program: Fox Valley Symphony Orchestra)
Trina Doxtator Catalpa Health
- Ashley Gustafson SOAR Fox Cities
- Heather Hope One Love: Harmonizing Mind, Body and Spirit
- Lori Jensen Family Services of NEW-Parent Connection
- Zay Lenaburg Appleton Boy Choir
- Brian Leone Tracy Fox Valley Literacy
- Annette Look Nonprofit Leadership Initiative
- Vicki Prey Fox Valley Humane Association, Outagamie County
- Brittany Rewolinski Covey
- Lyssa Schmidt Positive Every Day Cancer Foundation Inc.
- Kim Stevens Dyslexia Reading Connection Inc.
- Leah Thibodeau CASA of the Fox Cities
- Todd Vander Galien Unity Recovery Services
- 2018-19 Participants
- Stephanie Bowers (while in the program, Jake’s Diapers)
- Brett Devine Seed Inc,
- Jessica Fleek Goodwill NCW, (while in the program: Habitat for Humanity)
- Mike Goodwin Memorial Presbyterian Church, Common Ground
- Jill Grambow (while in the program: Fox Valley Memory Project)
- Katy Hopp (while in the program: Makaroff Youth Ballet)
- Lisa Jones Community Clothes Closet
- Jaime Kriewaldt Big Brothers Big Sisters of East Central Wisconsin
- Anne Muller Pillars Inc.
- Ryan Roth Habitat for Humanity
- Luke Schiller Heckrodt Wetland Reserve
- Susan Vanden Heuvel Volunteer Fox Cities
Jolie VerVoort Apricity
- Rachel Youngquist Pillars Inc.
- 2016-17 Participants
- Hilary Armstrong (while in the program: Appleton Boy Choir)
- Rosangela Berbert Samaritan Counseling Center of the Fox Valley
- Jarrad Bittner (while in the program: Building for Kids Children’s Museum)
- Michael Green COTS
- Denise Martinez (while in the program, Financial & Information Services (FISC))
- Jennie Moore Goodwill NCW
- Kelly Nutty Foundations Health and Wholeness (while in the program: Riverview Gardens)
- Maren Peterson NAMI Fox Valley
- JJ Schauske Tri County Dental Clinic
- Kristopher Ulrich (while in the program: newVoices)
- Bee Yang (while in program: Hmong American Partnership Fox Valley)