INTEGRALIntros

Free 1-hour webinars on topics of interest to nonprofits, INTEGRALIntros are perfect overviews for your organization's management, board members, and staff.

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To view  recordings of past INTEGRALIntros, scroll down.

 

INTRO to Financials: The controls and policies every nonprofit needs
Thursday, September 8, 1-2pm, with Stella Penner

This workshop provides an overview of the basics of financial responsibilities, controls, and policies that 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?

 Register

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 Governance: Principles of good governance for nonprofits
Wednesday, October 12, 1-2pm, with Mike Grogan

Understanding the principles of governance is integral to the smooth and effective running of any nonprofit or charitable organization. No matter the size or scope of your organization, taking the time to make sure the board is engaged and aligned is critical.

This workshop incorporates 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.

This session will include:

  • Principles of good governance and the foundations of working together as a board.
  • Clarifying the roles and responsibilities of individual board members and the board as a whole including understanding three interconnected areas of responsibility for boards – fiduciary, strategic, and generative responsibility.
  • Understanding the role of the senior executive, and the differences between board and staff and how they work with each other.

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IntegralOrg President and 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. From program lifecycle analysis, to change management, and sector network development, Mike has worked with diverse stakeholders to design programs and systems to meet the changing needs of nonprofit organizations and of the nonprofit sector. 

 

INTRO to Risk Management: Building resilience for nonprofit organizations
Wednesday, November 2, 1-2pm, with Leslie Tamagi

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 2023.

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.

 Register

Trainer 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.

 

INTRO to Fundraising: Effective strategies for nonprofits
Thursday, December 1, 1-2pm, with Derek Bechthold

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 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.

Participants will come away from this workshop with:

  • An understanding of the current giving trends in Canada and how this can impact your organization.
  • 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.

 Register

Trainer Derek Bechthold's career, panning 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 currently The Brenda Strafford Foundation. These agencies have ranged in budgets from $500,000 to $85 million, and fundraising departments from 7 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.


Watch past events!

INTRO to Social Enterprise: Which legal structure should we choose?
Thursday, June 9, 1-2pm, with Yvonne Chenier

This INTEGRALIntro provides a brief introduction to possible legal structures for social enterprise.

To watch the recording, click here.

This session provides an overview of:

  • The legal regulations on social enterprises imposed by the Income Tax Act
  • CRA-related business rules for charities.
  • The most common nonprofit statutes (Societies Act, Companies Act, CNCA), for nonprofits and charities operating in Alberta.

Yvonne Chenier is a lawyer and philanthropy consultant – and co-founder of IntegralOrg. Yvonne brings more than 35 years of experience helping those in the philanthropic, nonprofit, and social enterprise sectors as general legal counsel and as an advisor on planning, organizational, regulatory and governance matters.