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
Cancellation policy – refund can be given if cancellation request is sent/called in within 2 business days of event (48 hours).
7:15 - 8:00 Registration - Breakfast and Networking
8:00 - 8:10 Welcome and Opening Remarks
8:10 - 8:40 Nonprofit Overview - Kristen Merrifield, Alliance of Arizona Nonprofits
8:40 - 9:25 The Fiduciary Role – Jill Shaw, CPA, Heinfeld, Meech & Co, P.C.
9:25 - 9:35 Break
9:35 - 10:15 The Legal Role – Laura Lo Bianco, Fennemore Craig
10:15 - 10:55 The Fundraising Role – Nancy Grace, Graceful Fundraising, LLC
10:55 - 11:05 Break
11:05 - 11:50 Board Service Tips – Panel
Panelist: Terri Wogan-Calderon, Executive Director – Social Venture Partners Arizona
Panelist: Dominic Braham, Council Aide – Councilwoman Kate Gallego
Panelist: Frieda Pollack, Program Officer – Local Initiatives Support Corporation
Moderator: Sentari Minor, Regional Director - Gen Next
11:50 - 12:00 Q&A and Closing Remarks
Program Partner: Breakfast Sponsor:
Kristen Merrifield, CAE
Chief Executive Officer
Alliance of Arizona Nonprofits
Kristen brings extensive leadership to the Alliance, previously serving as the Chief Operating Officer at the Arizona Small Business Association (ASBA). 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 role as Alliance CEO.
Kristen is an active participant in the business and non-profit community serving as a productive member and President of the Arizona Society of Association Executives; Silver Level Supporter and Pet Therapy Team 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 (CAE) designation. She has dedicated her career to serving others and is a respected and well-rounded leader.
THE FIDUCIARY ROLE
Jill A. Shaw, CPA
Heinfeld, Meech & Co, P.C.
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.
THE LEGAL ROLE
Laura Lo Bianco
Fennemore Craig, P.C.
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 non-profit, 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.
THE FUNDRAISING ROLE
Graceful Fundraising, LLC
Nancy Grace, principal, Graceful Fundraising, LLC, is a senior level executive, whose career spans more than thirty years and incorporates a uniquely well-rounded set of experiences. Her career began as an investment researcher on Wall Street which led 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 and staff. She has been working with Business on Board for a decade spreading the word on Fundraising and all its benefits.