INTEGRALIntros
INTEGRALIntros are FREE 1-hour webinars on topics of interest to your organization's management, board members, and staff. We are currently putting together our Fall 2024 schedule. If there is a topic that you would like to learn about, please let us know.
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Do you want to level up your knowledge? You may be interested in IntegralOrg's additional training in governance, finance, legal compliance, or risk management.
INTRO to Fundraising: Effective strategies for nonprofits
Wednesday, September 18, 2024, 1-2pm
For many nonprofits, fundraising is not only hard work, but it can be overwhelming – and the resources required to fundraise successfully can take away from your core work. But this does not have to be the case.
For organizations large and small, raising needed funds through donor support can – and must – be a powerful part of any nonprofit’s financing model. For “fundraising is the gentle art of teaching the joy of giving.” (Hank Rosso)
This free session will introduce the basics of fundraising, with an emphasis on practical tools, tactics, and strategies that smaller organizations can utilize to build capacity and sustainability for their organization. We have updated this session to include discussions about artificial intelligence, the culture of giving with your board of directors, and trends of 2024.
Participants will come away from this workshop with:
- An understanding of the current giving trends in Canada and how this can impact your organization in 2024.
- A greater appreciation for the cost benefit analysis and return on investment in fundraising (or “Fundraising from the corner of your desk”.)
- Strategies on ‘The Ask’ – who to ask, when to ask, how to ask.
- A firm grasp on stewardship – the science and art of thanking.
- Essential tools that will enhance your fundraising efforts.
Trainer Derek Bechthold's career, spanning 24+ years has had him the honour of contributing to a myriad of nonprofits and charities from a multitude of sectors including, Wood's Homes, Inn from the Cold, The Association for the Rehabilitation of the Brain Injured, and The Brenda Strafford Foundation. These agencies have ranged in budgets from $500,000 to $85 million, and fundraising departments from seven full-time employees to one-person shops. Derek has dabbled in every manner of fund development and is well versed in high-level strategic development down to the tactical minutiae of fundraising.
INTRO to Finance: The controls and policies every nonprofit needs
Wednesday, October 16, 2024, 2-3pm
INTRO to Finance provides an overview of the basics of financial responsibilities, controls, and policies every nonprofit should know about.
- Some of the topics included are:
- What are the respective roles of the board, the treasurer and the bookkeeper or accountant?
- What financial information does a board typically need to make informed financial decisions?
- What is the purpose of “internal control” and what are some key controls we can put in place?
- How does budgeting relate to internal controls?
Trainer Stella Penner, FCPA, FCGA, CA, has decades of experience providing financial reporting and governance support to charities and nonprofits. Previously, Stella held various roles in professional development and as a full-time instructor in financial and management accounting, audit, finance, and organizational design and analysis at universities and colleges in Edmonton and Calgary. Stella also has executive experience as a prior CEO of CGA Alberta.
INTRO to Leadership: The practice of leadership for nonprofit organizations
Wednesday, November 6, 2024, 1-2pm
Leaders in the nonprofit sector - at any level of an organization - are a breed unto their own. They are dedicated individuals who are passionate about serving communities and striving in creative ways towards social change.
Effective nonprofit leadership is an ongoing journey and intentional practice. Whether you are working on systems level community change, running a nonprofit organization, or leading a team – impactful leadership requires an understanding of self and an openness to learning.
The past few years have intensified the long-standing threats to our sector’s ability to deliver on mission with higher demand for services, limited resources, and major shifts to the way we do work. Now more than ever we need to support the passionate individuals at the helms of their cause so we can continue to sustainably serve our communities.
In this free 1-hour workshop for senior leaders, team leads, and aspiring leaders, Leslie Tamagi and Mike Grogan give an overview of leadership theory balanced with ways to put knowledge into practice.
Topics include:
- The Three Domains of Leadership: Developing leadership within your self, your team, and your community
- The need for intentional leadership development
- Evolving leadership to meet emerging needs in the nonprofit sector
- Common myths of leadership and the most desired traits of leaders
Leslie Tamagi has more than 25 years' experience as CEO of diverse organizations and understands firsthand the complex challenges facing management, staff, and boards in the nonprofit sector. For more than a decade she has worked with nonprofit organizations, providing training and supporting them through their risk management journeys. She is passionate about supporting leaders to be successful and is currently consulting in the nonprofit sector in many aspects of leadership, including risk management.
IntegralOrg President & CEO, Mike Grogan, has worked in the nonprofit sector for over 25 years and is recognized for his ability to inspire nonprofit organizations to tackle complex issues and create sustainable solutions to organizational and community issues. Mike’s passion is helping organizations understand the ever-evolving ecosystem and working with organizational teams to build capacities to respond and adapt to a changing environment.
INTRO to Risk Management: Building Resilience for nonprofit organizations
Wednesday, December 4, 2024, 1-2pm
Risk management allows us to ask the question of whether we are taking the most appropriate risks to effectively and responsibly serve our communities.
You’ll come away inspired by what a risk-aware culture could look like at your nonprofit, with a deeper understanding of how to plan proactively for both the threats facing your organization day-to-day and the exciting opportunities on your horizon that require bold but risk-informed decision-making.
As we emerge from a turbulent chapter, we will explore the lessons we take forward in addressing the top risks facing nonprofits in 2025. The workshop will also include a demonstration of IntegralOrg’s Risk Management Toolkit, a free, interactive online tool to help organizations track and monitor progress in the development of best practices and proactive strategies to mitigate risk.
Leslie Tamagi has more than 25 years' experience as CEO of diverse organizations and understands firsthand the complex challenges facing management, staff, and boards in the nonprofit sector. For more than a decade she has worked with nonprofit organizations, providing training and supporting them through their risk management journeys. She is passionate about supporting leaders to be successful and is currently consulting in the nonprofit sector in many aspects of leadership, including risk management.
INTRO to Strategic Planning: Crafting the future of your nonprofit
Wednesday, January 8, 2025, 1-2pm
Leading a nonprofit or charitable organization in today’s rapidly changing environment can be challenging, as is navigating a route forward when much of the world we know is shifting and the future remains uncertain.
Strategic planning processes enable organizations to understand their current and past operating states, create a vision for the future, and determine what steps they should take to achieve that vision. In this interactive virtual session, we will introduce participants to the concepts of strategic planning as well as tools to use in an emergent and uncertain environment.
Topics include:
- Tools and processes to better understand an organization’s current capacities.
- External trends and forces that will impact organizations moving forward.
- The process for turning a broad vision into a coherent strategy with well-defined objectives and a plan of activities.
- The components of the cycle of strategic planning and how to adapt these within a rapidly changing environment.
- How to develop approaches to keep strategy front and centre and building ownership throughout the organization.
IntegralOrg President & CEO, Mike Grogan, has worked in the nonprofit sector for over 25 years and is recognized for his ability to inspire nonprofit organizations to tackle complex issues and create sustainable solutions to organizational and community issues. Mike’s passion is helping organizations understand the ever-evolving ecosystem and working with organizational teams to build capacities to respond and adapt to a changing environment.
Watch past events!
INTRO to Strategic Planning: Crafting the future of your nonprofit organization
Wednesday, July 19, 2024
Leading a nonprofit organization in today’s rapidly changing environment can be challenging, as is navigating a route forward when much of the world we know is shifting and the future remains uncertain. Strategic planning processes enable organizations to understand their current and past operating states, create a vision for the future, and determine what steps they should take to achieve that vision. This workshop introduces participants to the concepts of strategic planning as well as tools to use in an emergent and uncertain environment. Watch the video.
The Practice of Leadership for Nonprofits
Thursday, May 9, 2024
Leaders in the nonprofit sector are dedicated individuals who are passionate about serving their communities and striving in creative ways towards social change. Effective nonprofit leadership is an ongoing journey and intentional practice. Whether you are working on systems level community change, running a nonprofit organization, or leading a team – impactful leadership requires an understanding of self and an openness to learning. This workshop covers: developing leadership within your self, your team, and your community; evolving leadership to meet emerging needs in the nonprofit sector; and responsive leadership - adapting your role to real time. Watch the video.
INTRO to Risk Management: Building resilience for nonprofit organizations
Tuesday, April 23, 2024
Risk management allows us to ask the question of whether we are taking the most appropriate risks to effectively and responsibly serve our communities. Discover what risk-aware culture could look like at your nonprofit and gain a deeper understanding of how to plan proactively for both the threats facing your organization day-to-day and the exciting opportunities on your horizon that require bold but risk-informed decision-making. Watch the video.
INTRO to Governance: Principles of good governance for nonprofits
Thursday, March 21, 2024
Understanding the principles of governance is integral to the smooth and effective running of any nonprofit or charitable organization. This workshop provides an overview of the basics of governance and board functioning including the three interconnected areas of responsibility – fiduciary, strategic, and generative – and the board’s role in focusing on the entire organization and working together as a whole. Watch the video or access the workshop package with recording, slides, and resources.
INTRO to Fundraising: Effective strategies for nonprofits
Wednesday, January 24, 2024
This session introduces the basics of fundraising, with an emphasis on practical tools, tactics, and strategies that smaller organizations can utilize to build capacity and sustainability for their organization. Topics include: An understanding of the current giving trends in Canada and how this can impact your organization; the cost benefit analysis and return on investment in fundraising; strategies on ‘The Ask’ – who to ask, when to ask, how to ask; stewardship – the science and art of thanking; essential tools that will enhance your fundraising efforts. Watch the video.
INTRO to Finance: The controls and policies every nonprofit needs
Thursday, August 24, 2023
This workshop provides an overview of the basics of nonprofit financial responsibilities, controls, and policies including: the respective roles of the board, the treasurer and the bookkeeper or accountant; financial information that the board needs to make informed financial decisions; the purpose of “internal controls” and key controls to put in place; and how budgeting relates to internal controls. Watch the video.
INTRO to Social Enterprise: Which legal structure should we choose?
Thursday, March 23, 2023
Enterprising charities and nonprofits should understand that the restrictions around earning revenue and generating profit and the optimal legal structure for a social enterprise may vary widely depending on what legislation the organization is incorporated under, as well as the organization's strategy and circumstances. This session covers: CRA-related business rules for charities; The most common statutes (Societies Act, Companies Act, CNCA) for nonprofits and charities operating in Alberta; and the legal regulations on social enterprises imposed by the Income Tax Act. Watch the video.