Designed specifically for business professionals and community members interested in serving on a nonprofit board, this half-day in-person workshop will explain the roles, responsibilities and expectations involved. Whether you are thinking about committing to board service or already on a board, this workshop will give you the information you need. Created by the Alliance of Arizona Nonprofits, Business On Board features nonprofit leaders and partners working together for a half day of valuable insight on a range of board service roles, including:
- The Fiduciary Role
- The Legal Role
- The Fundraising Role
Cost to Attend: $49 Alliance Members, $69 Non-Members**
Schedule of Events:
7:30-8:00 Registration - Breakfast and Networking
8:00-8:10 Welcome and Opening Remarks
8:10-8:50 Nonprofit Overview - Kristen Merrifield, Alliance of Arizona Nonprofits
8:55-9:45 The Fiduciary Role - Jill A. Shaw, Heinfeld, Meech & Co.
9:55-10:50 The Legal Role - Laura Lo Bianco, Lewis Roca Rothgerber Christie LLP
11:00-11:50 The Fundraising Role - Nancy Grace, Graceful Fundraising, LLC
11:50-12:00 Q&A and Closing Remarks
12:00-12:30 Lunch (Tour of new facility can be made available if attendees are interested)
**Cancellation policy – refund can be given if cancellation request is sent/called in within one week of event (by 8/14/18).
For questions about accessibility or to request auxiliary aids, please contact the Alliance at least one week prior to the event. Every reasonable effort will be made to provide appropriate accommodations in an effective and timely manner. Contact: Jacki Presnal, firstname.lastname@example.org, 602-680-7869.
Venue & Food Sponsor:
Alliance of Arizona Nonprofits
Kristen brings extensive leadership to the Alliance, most recently serving as the Chief Operating Officer at the Arizona Small Business Association (ASBA), the largest trade association in Arizona serving over 10,000 small business owners and entrepreneurs. Through her previous roles at ASBA, the ASU Foundation and the Greater Phoenix Chamber of Commerce, she brings over 12 years of association and nonprofit knowledge and expertise to her new role as Alliance CEO. Kristen is an active participant in the business and non-profit community serving as a productive member and President-Elect of the Arizona Society of Association Executives; Silver Level Supporter, Board Member and Treasurer of Gabriel’s Angels; past board member of the Phoenix Workforce Connection; member of the American Society of Association Executives (ASAE); graduate of the ASU Lodestar Center’s Generation Next Nonprofit Leadership Academy; graduate of the ASBA Executive Business Mentoring Program; and also earned her Certificate of Association Management from ASAE. Kristen also holds the prestigious Certified Association Executive designation. She has dedicated her career to serving others and is a respected and well-rounded leader.
Jill A. Shaw
CPA, Audit Partner
Heinfeld, Meech & Co.
Jill Shaw is a partner with the CPA firm Heinfeld, Meech & Co. She currently manages audit services for nonprofits, municipalities, school districts, and other local governments in Arizona. In her role as a partner Jill provides guidance and training on accounting and auditing issues including accounting pronouncements and auditing standards. She is the coordinator of the firm’s lunch and learn program which provides ongoing trainings regarding a variety of finance related topics for nonprofits.
Laura Lo Bianco
Lewis Roca Rothgerber Christie LLP
Laura is chair of the firm’s nonprofit and tax-exempt organizations practice group and focuses her practice on corporate law and transactional matters. Her general corporate experience includes business counseling, the formation of organizations, including nonprofit, tax-exempt organizations and limited liability companies, corporate governance, and maintenance of requisite organizational records. Laura also advises various tax-exempt entities, such as private foundations, public charities, schools, support organizations and other entities that are tax-exempt under the Internal Revenue Code. She has experience with mergers and acquisitions, the purchase, sale and lease of real property, and negotiation of contracts.
Graceful Fundraising, LLC
Nancy is a senior level executive, whose career spans more than thirty years. Her career began as an investment researcher on Wall Street leading to several leadership positions as Investor Relations professional in the corporate world. In the early 2000’s, she transitioned into the nonprofit world working as the V.P. of Development at the Phoenix Zoo, actively serving as a board member with numerous 501(c)(3) and (c)(4) organizations, and ultimately became a Development Consultant & Instructor. The focus of Graceful Fundraising is to help client organizations achieve excellence in reaching out to their most important constituents: donors, board of directors, and other stakeholders. Focus areas of her firm include a full complement of Fund Development & Nonprofit services: communication/grant writing services, Development audits and plans as well as hands-on services related to growing the donor pool through building long-term relationships in the community. She also enjoys coaching and teaching through fundraising workshops for nonprofit boards.