Nonprofit Happy Hour
Join us alongside our partners Orange County Grantmakers and Orange County Nonprofit Professionals Network for an evening of networking with your nonprofit community.
Our quarterly Nonprofit Happy Hour events are located at Hanger 24 in Irvine, providing a dynamic opportunity for nonprofit leaders to connect, exchange best practices, spark new ideas, and discuss valuable insights that benefit the entire sector. With no formal agenda, these gatherings are designed to foster organic conversations and meaningful relationships.
We can’t wait to see you there!
Meet The Funder
What is “Meet the Funder”?
Meet the Funder offers nonprofit leaders a rare chance to engage directly with major funders, learn about their giving priorities, and explore opportunities for collaboration.
We’re honored to feature PIMCO Foundation in this session, where they will share their philanthropic focus, community impact goals, and insights on how organizations can align with their vision. With strategic pillars centered on Hunger and Economic Empowerment, PIMCO is committed to building stronger, more resilient communities.
Why Attend?
Insights: Gain insider knowledge about PIMCO Foundation’s funding priorities and application process.
Engagement: Ask questions and connect directly with decision-makers.
Opportunities: Discover how your nonprofit can align with their mission for a greater chance of funding success.
Featured Funder: Armando De La Libertad, Social Impact Manager
Mr. De La Libertad is the social impact manager at PIMCO. In this role, he facilitates the firm’s global philanthropy and impact measurement for the foundation. Prior to joining PIMCO, he managed government relations and clean energy engagement for coastal cities at Southern California Edison (SCE). Previously, Mr. De La Libertad served as SVP of strategic philanthropy and community reinvestment at the Wells Fargo Foundation. He started his career as an aide in the U.S. House of Representatives, holds an MPP from Harvard Kennedy School, and earned his undergraduate degree in civil & environmental engineering from U.C. Berkeley.
Fund Development Plan
Charting the Path to Sustainable Fundraising Success
A strong fund development plan provides a critical roadmap for the role philanthropy plays within a nonprofit. This interactive session will guide participants through the essential components of building a fund development plan that aligns with their organization’s strategic plan and budget. Whether you are building your first plan or refreshing an existing one, this session will help set your organization on the path toward long-term financial stability.
Learning Objectives:
By the end of this training, participants will be able to:
Identify the core elements of a comprehensive fund development plan and understand how they align with organizational strategy.
Conduct a situational, or SWOT analysis, specifically for the development function
Create measurable goals, objectives and action steps to implement, monitor, and evaluate a sustainable fund development plan.
Meet Your Trainer: Joan McBride, CFRE, FAHP, MBA, President & CEO, Greatrake, McBride & Associates
Joan has devoted her entire professional career to the nonprofit sector, beginning with a fundraising internship at her undergraduate alma mater, UC Irvine, in 1981. After graduation, she spent the next 13 years as a fundraising executive with several nonprofit hospitals, including Hoag Hospital.
Since forming her consulting practice in 1996, Joan has worked with more than 70 nonprofit organizations on a variety of projects in the areas of fund development, strategic planning and marketing communications. She is also affiliated with the Interim Executives Academy, a firm that specializes in training and placing interim executives with nonprofit organizations. She was named the Academy’s Interim of the Year in 2015.
In addition to a BA in Psychology from UCI, Joan earned an MBA with an emphasis in marketing from California State University, Long Beach. She is a past president of the Southern California Association for Healthcare Development (SCAHD) and currently serves on the Board of Directors for the Association of Fundraising Professionals’ Orange County Chapter. She co-chaired the chapter’s National Philanthropy Day in 2020 and 2021 and was recognized as the chapter’s Outstanding Professional Fundraiser in 2020. Joan is also a Certified Fund Raising Executive (CFRE) and a Fellow of the Association of Healthcare Philanthropy (FAHP).
Grant Writing Certificate Course
This hybrid workshop is designed to help students develop award-winning grant proposals in an interactive style.
This workshop explores how Artificial Intelligence can enhance grant writing, including where it helps most and where to proceed with caution. You'll learn the key components of a strong grant proposal—including budgets and narratives—and how to tailor them for success. We'll cover how to identify aligned funders and position your request to support their goals. Participants will receive feedback on real examples from their organization, and when possible, hear directly from a foundation representative on how funding decisions are made.
Throughout this certificate, you will learn and create:
Opening Paragraphs
Need/Case Statements
Agency Description
Program description including goals/objectives/outcomes.
Course Dates:
January 8, 2026 - In Person
January 15, 2026 - Virtual
January 22, 2026 - Virtual
January 29, 2026 - Virtual
February 5, 2026 - In Person
Meet the Instructor:
Scott Evans has been a freelance grant writer since 2005 and is the former Director of Development for the Pediatric Cancer Research Foundation. Scott has written proposals for many types of non-profits including education, research, human services, youth development, workforce development, and the arts. He also serves as the Administrator for the Association of Fundraising Professionals, Orange County chapter and is a Past-President of the organization. His measurement of the success of the course is dependent on the students’ writing improvement and their better understanding of the audience, that is reading their proposals and making decisions. With that, students will create clear overtures that accurately portray their organizations’ good work.
Setting Goals That Drive Results
Align your vision with action—set goals that inspire, focus, and deliver results.
Effective goal setting is a cornerstone of nonprofit success. Whether you're launching a new program, managing a team, or planning for growth, clear and strategic goals help align efforts, measure progress, and stay mission-focused. This hands-on workshop guides nonprofit professionals through a goal-setting process tailored to the unique dynamics of mission-driven work. Participants will learn how to set meaningful, measurable goals and break them into actionable steps that build momentum and accountability.
Learning Objectives
By the end of this workshop, participants will be able to:
Use the SMART framework to set clear, actionable goals aligned with their mission and strategic priorities.
Break down long-term objectives into manageable short-term actions with measurable milestones.
Create a personalized action plan that includes timelines, accountability structures, and success indicators.
Meet Your Trainer:
J’Aimee Mission-Moon, PhD
Leadership Coach | Research Partner | Talent & Client Experience Consultant
J’Aimee is the founder of Onward & Forward, LLC, a leadership development and consulting practice dedicated to helping leaders and teams move through growth and change with clarity, compassion, and strategy. She brings over eight years of experience in executive coaching, organizational development, and client experience operations, blending research-based insight with a people-first approach and hands-on execution. With a PhD in Industrial/Organizational Psychology, J’Aimee partners with leaders and organizations to strengthen impact, align people and processes, and foster environments where individuals and teams thrive.
Employment Law Updates for Nonprofits
Stay compliant and ahead of the curve with the latest Employment Law Updates tailored for nonprofits.
Tracey Jensen Director of Human Resources at KTime HR
This course provides essential legal insights to help nonprofit leaders navigate evolving employment laws, avoid costly mistakes, and create a fair, legally sound workplace.
Learning Objectives:
Learn about the latest federal and state employment law updates relevant to the nonprofit sector.
Stay up to date with laws impacting recruitment, hiring, and onboarding processes.
Understand updated wages and overtime laws to maintain compliance and avoid penalties.
Learn about the latest changes in employee leave, benefits, and accommodation requirements.
Gain practical tools and strategies to manage potential legal issues and mitigate risks in the workplace.
New Rules for Donor Engagement
Description Coming Soon
Meet Your Trainer: Jessica Deller Hubbard - Executive Director, Breakthrough San Juan Capistrano
Beyond Burnout: Creating a Thriving Culture that Retains Top Talent and Volunteers
Trainer: Chris Ruoff, UCI Distinguished Adjunct Instructor
Fuel Purpose, Prevent Burnout, and Build a Culture Where People Thrive.
In today’s fast-paced environment, organizations risk losing top talent and dedicated volunteers to burnout and disengagement. This training will equip leaders with practical tools to create a culture that inspires energy, alignment, and loyalty. Participants will learn how to connect daily work back to mission, strengthen two-way communication, and implement meaningful recognition strategies that foster belonging and long-term commitment.
Learning Objectives:
Identify key indicators of a high-energy, mission-aligned, and inclusive organizational culture versus signs of burnout or disengagement.
Develop concrete strategies for consistently connecting daily tasks, work processes, and recognition programs directly back to the nonprofit's core mission and impact.
Establish clear, two-way communication channels and feedback mechanisms that empower employees and volunteers, fostering a sense of ownership and psychological safety.
Design and implement sustainable, low-cost recognition and appreciation programs that honor contributions in a way that is authentic and meaningful to the recipient.
From Silos to Synergy: Creating a Culture of Collaboration
End the silos. Unite your teams. Amplify your impact.
Nonprofit missions thrive on collaboration—but all too often, internal silos, misaligned priorities, and turf wars undermine effectiveness. Inspired by Patrick Lencioni’s Silos, Politics, and Turf Wars, this interactive session explores the hidden costs of organizational silos and provides practical tools to overcome them. Through real-world nonprofit examples, participants will learn how to foster cross-functional alignment, build trust across departments, and refocus everyone on shared goals. Whether you're in programs, development, operations, or leadership, this training will help you create a more unified and mission-driven organization.
Learning Objectives:
Identify the common causes and consequences of silos within nonprofit organizations.
Apply strategies to promote cross-departmental alignment and reduce internal competition.
Implement a rallying cry to unify teams and drive collaborative decision-making around shared priorities.
Trainer: LaVal Brewer
LaVal Brewer is the proud President & CEO of South County Outreach in Irvine, CA, a nonprofit organization whose mission is to prevent hunger and homelessness by helping people help themselves. LaVal possesses more than 30 years of experience in nonprofit management and more than a decade of experience in executive and development roles.
As President and CEO of South County Outreach, it is LaVal’s goal to transform the organization’s Food Pantry into a place where people who are in short-term crisis situations can feel like they are shopping for nutritious, healthy food in a normal grocery store environment without having to pay. He also hopes to partner with cities, funders, and corporate groups to create revenue that will allow the organization to help people who have fallen behind on rent and utility payments, and then find ways for people to better themselves so that they can ultimately escape the hunger and homelessness cycle.
Gift-in-Kind Standard Updates
Strengthen your compliance. Elevate your reporting.
Gift-in-kind (GIK) contributions—such as donated goods, services, or property—are an important resource for many nonprofit organizations, but recent updates to accounting standards have changed the way these contributions must be recognized, valued, and reported. This training, led by an experienced CPA firm, will help nonprofit leaders, finance staff, and board members understand the latest requirements, avoid compliance pitfalls, and build confidence in their financial reporting.
Meet Your Trainer: Stacey Bergman, CPA
Partner, Evergreen Alliance
Whether you are responsible for preparing statements, reviewing audits, or communicating with stakeholders, this session will ensure you are up-to-date on the new rules and best practices for transparency.
Learning Objectives:
By the end of this training, participants will be able to:
Identify the most recent changes to accounting standards related to gift-in-kind contributions and understand their implications for nonprofit organizations.
Apply practical strategies for valuing, recording, and disclosing donated goods and services in alignment with current requirements.
Enhance organizational transparency and accountability by integrating updated practices into financial reporting and donor communications.
HR Team of One: What You Need to Know
Are you the only HR professional in your organization, juggling multiple responsibilities and trying to stay on top of everything?
“HR Team of One: What You Need to Know” is designed specifically for solo HR professionals who are balancing the demands of compliance, internal customer needs, and business goals. The Society of Human Resources Management (SHRM) reports that 25% of their members are now HR Teams of One. This workshop will equip you with practical strategies to manage the full spectrum of HR functions while driving your organization’s most valuable asset—your employees—toward success. Join us in person for actionable insights that will empower you to lead HR confidently and efficiently.
Learning Objectives:
Develop time management and prioritization skills to handle the diverse responsibilities of an HR Team of One.
Explore tools and strategies for automating administrative tasks to increase efficiency and focus on strategic HR initiatives.
Understand how to balance compliance, employee relations, and organizational goals to align HR efforts with overall business success.
Learn effective communication techniques to engage stakeholders and advocate for HR’s role in driving organizational impact.
Meet Your Trainer:
Stacy Brooks, Director of HR & Administration at OneOC, brings over 30 years of nonprofit HR experience and has been with the organization for 12 years. Known as "HR with heart," Stacy is passionate about strengths-based leadership and employee growth, consistently guiding individuals to reach their full potential. She has been featured in the Orange County Register for her insights on job searching through specialty boards.
Annual Legal Compliance for California Nonprofits: IRS, FTB, Attorney General & Governance Best Practices
Stay in Good Standing: Your Guide to Annual Legal Compliance for California Nonprofits
This session, led by attorneys from the Public Law Center, will provide nonprofit professionals, board members, and advisors with a comprehensive overview of annual legal compliance obligations for California charitable organizations. The session will walk participants through the key reporting, filing, and renewal requirements with the Internal Revenue Service (IRS), California Attorney General’s Registry of Charitable Trusts, and the California Franchise Tax Board (FTB), including Form 990 filings, RRF-1 registration renewal, state tax-exemption compliance, and corporate obligations under California nonprofit law.
In addition to reviewing statutory and regulatory requirements, the course will highlight common compliance pitfalls, penalty risks, and strategies to maintain good standing across agencies. Participants will leave with actionable tools, timelines, and checklists to support annual compliance and strengthen organizational health and transparency.
Who Should Attend:
Executive Directors, board members, finance staff, pro bono attorneys, and anyone working with or advising charitable nonprofit organizations in California.
Meet Your Trainers:
Brigid Joyce has been practicing law for twenty-two years. She joined Public Law Center as the Supervising Attorney of the Small Business and Nonprofit Project (“SBNP”) and Associate General Counsel in 2023. Ms. Joyce previously worked in the areas of environmental law and general civil litigation (including the areas of employment, business and transactional law). She also served as an Adjunct Professor at Whittier Law School from 2012 through 2015, teaching three courses in legal writing.
Shara Darden is a Staff Attorney at Public Law Center. She works with new, emerging, and established small businesses and nonprofits serving low-income and under-resourced communities, providing guidance on legal formation, structure, and ongoing compliance issues.
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Starting a Nonprofit: Is It Right for You?
Did you know there are over 10,000 nonprofits in Orange County?
But only about 3,000 are active due to their filing with the IRS. Every year, passionate people are sparked with ideas to address the needs of their community, and often times, their answer to the problem is, “I’ll start a nonprofit!” But is it right for you? An even better question, is it right for your community? Join this virtual seminar via Zoom to learn the basics of what you should know before starting down the 501c3 path.
Learning Objectives:
What is a nonprofit/ Public Benefit, and what are the pro’s and con’s?
What are other options to consider? Like Fiscal Sponsorship.
Legal steps to forming a 501c3: timeframe and paperwork.
The need for a business plan. How do you plan on sustaining your NPO?
What is your mission and why does the community need it? Is anyone else doing it? What are the resources already out there that would help fund it.
Meet Your Trainer:
Robert Coleman- Born and raised in England, Robert Coleman brings over 30 years of executive leadership experience in the nonprofit sector. With a background in electronics, he furthered his education with a postgraduate diploma in management studies and an MBA. Throughout his career, Robert has served as CEO for organizations focused on youth homelessness, reentry programs, drug and alcohol treatment, and health & wellness initiatives.
Currently, Robert oversees 50 fiscal projects, the Nonprofit Learning Center, and membership services at OneOC. His expertise in strategic leadership, program development, and organizational growth makes him a valuable facilitator, dedicated to empowering nonprofit professionals with the tools and knowledge to drive meaningful impact.
Nonprofit Management Certificate Course
OneOC’s Nonprofit Management Certificate is a 6-module comprehensive in-person training program designed to prepare you with the practical knowledge and skills needed to support the sustainability of a nonprofit organization.
In this certificate program, you will explore the key concepts of nonprofit management—including leadership, fundraising, board development, financial management, program development, operations, project management, marketing, and organizational strategy. Facilitated by seasoned nonprofit Senior Directors and Executives with decades of hands-on experience, this certificate equips you with the tools for a successful career in the sector.
The program includes six in-person sessions, each held from 9:00 AM to 12:00 PM, and all six sessions are included in the certificate price.
Succeeding in Nonprofit Management 2/3/2026
Leading a nonprofit requires a wide variety of skills. This course serves as an introduction to a career in nonprofit management and covers the fundamentals and general best practices for running a nonprofit organization. You will learn about the common challenges nonprofit leaders face as well as the major areas of responsibility for a career in nonprofit management.
Organizational Strategy & Planning 2/10/2026
Understand the major areas of responsibility for nonprofit leaders including organizational strategy, leading staff & volunteers, managing budgets, fundraising, program development, board governance and more. A nonprofit’s strategy is a critical factor of whether it will be successful. Although nonprofits are not concerned with maximizing shareholder value, establishing effective organizational strategies is the key to a nonprofit’s ability to effectively deliver on its mission. A Nonprofit’s strategies determine how they will execute their programs and services in order to achieve the overall vision of the organization. Establishing your strategy will help your nonprofit achieve its goals and take steps towards meaningful impact.
Fundraising Fundamentals 2/17/2026
Fundraising is one of, if not the most important activities in a nonprofit organization. In order to finance programs and services, fundraising is an essential component of how nonprofits remain financially sustainable. In this comprehensive training, you will learn about the fundraising pyramid, learn the elements of an effective fundraising strategy, and gain the essential knowledge and skills you will need as you engage in fundraising in a career in nonprofit leadership.
Leading Volunteer Groups 2/24/2026
Effectively leading volunteers is an essential skill for any nonprofit leader. In this session, you will gain a comprehensive understanding of how volunteers are involved in the nonprofit sector, as well as how to exercise leadership best practices to keep volunteers excited, engaged and retained. You will learn about the different types of volunteer roles in a nonprofit organization with specific attention given to the role of board members and the relationship between the board and nonprofit leadership.
Financial Management in Nonprofits 3/3/2026
The finances of an organization can be mystifying and inaccessible to nonprofit professionals who have not had an opportunity to obtain an orientation to the fundamentals of finance. In this course you will learn to understand basic financial terms and definitions, understand how to analyze financial statements, build budgets, as well as understand true program costs. This training will help understand the finances of your organization and prepare you for a future role in nonprofit management.
Program Development & Management 3/10/2026
In nonprofits, our programs are the heart of the organizations’ vision and mission, which drive our passion and priorities. In order to be successful, program directors and managers need the time and skills to identify the peaks and valleys of a program’s cycle. This course is essential for those new to the nonprofit sector, newly appointed directors or managers, and those looking to revitalize their program’s goals and purpose as it relates to the mission.
De-escalation Strategies
De-Escalation Strategies for the Workplace
Join OneOC’s Director of HR & Administration for an interactive session focused on navigating tense or emotionally charged situations with confidence. This training will introduce practical communication techniques, early warning signs, and proven approaches to defuse conflict before it escalates. Participants will leave equipped with tools to stay calm, respond effectively, and foster a safer, more supportive work environment.
Learning Objectives:
Identify early signs of escalating behavior and recognize when intervention is needed.
Apply practical communication and de-escalation techniques to defuse tense or emotionally charged situations.
Demonstrate calm, professional responses that reduce conflict and promote safety for staff, volunteers, and clients.
Develop a personal action plan for handling challenging interactions in a consistent, supportive manner.
Meet Your Trainer: Stacy Hawkins, Senior Director of HR & Administration at OneOC, brings over 30 years of nonprofit HR experience. Known as “HR with heart,” Stacy is passionate about strengths-based leadership and fostering employee growth. She excels in coaching individuals to reach their full potential and was featured in the Orange County Register for her insights on job searching through specialty boards. Stacy joined OneOC 12 years ago, dedicated to supporting employee success and organizational development.
Funding your Origination in Turbulent Times
Description Coming Soon
Meet your Trainer: Jim McAleer, President & CEO Alzheimer’s Orange County
Jim McAleer began his career in the nonprofit world at age eighteen while pursing an undergraduate degree in Savannah, Georgia. For the next 22 years, McAleer worked with individuals with mental retardation, issues of mental health and other disabilities.
He earned a Master’s Degree in Public Administration at Northeastern University in 1994.
After relocating to Southern California, McAleer began a comprehensive nonprofit consulting business specializing in organizational leadership and change, management transitions, strategic planning, and fundraising. McAleer & Associates, Inc. served dozens of clients over the next six years including Friends of El Faro, Street Poets, Crystal Cove Alliance, and more.
Since 2004, Jim has settled into his role as President and CEO of Alzheimer’s Orange County, serving the 164,000+ people living in OC with, or at risk of, dementia. He manages 13.4 million dollars in income and a staff of 90. He has presented more than 150 professional presentations and has served on five nonprofit boards of directors supporting at risk children’s causes, and the Board of Directors for Cal Optima.
Jim created the Orange County Aging Services Collaborative in 2009, now gathering together more than 35 nonprofit serving seniors for regular collaborative projects and promotions. He continues to chair that group. http://www.ocagingservicescollaborative.org/
Meet the Funder
What is “Meet the Funder”?
Meet the Funder is a unique opportunity for nonprofit leaders to connect directly with major funders, gain valuable insights into their giving priorities, and explore potential partnerships. Join us to hear firsthand about their philanthropic initiatives, community impact goals, and how your organization can align with their vision to build meaningful support for your mission.
Why Attend?
Insights: Gain insider knowledge about Experian’s funding priorities and application process.
Engagement: Ask questions and connect directly with decision-makers.
Opportunities: Discover how your nonprofit can align with their mission for a greater chance of funding success.
Volunteer Recruitment
Volunteers are the heart of many nonprofit organizations.
This course is one of two sessions that will teach you how to attract, engage, and retain volunteers who are passionate about your mission. Learn strategies for building a strong, committed volunteer base that contributes to long-term success. Part two is titled “Volunteer Engagement” on May 13th.
Learning Objectives:
Understand the role of volunteers in nonprofit success.
Learn techniques for recruiting volunteers from diverse backgrounds.
Develop strategies for engaging and retaining long-term volunteers.
Create volunteer onboarding and training programs that drive commitment.
Foster a culture of appreciation and recognition for volunteer contributions.
Meet your Trainer: Christina Gosling
Christina is a Senior Volunteer Recruitment Specialist with the American Red Cross of Orange County. She brings over eight years of experience in employee and volunteer engagement, having previously worked with Amazon, the University of Washington, and Public Service and Procurement Canada. In her current role, Christina develops and implements strategic recruitment initiatives to grow and diversify the Red Cross’s volunteer workforce, with a focus on both position-based and project-based roles.
Christina is currently pursuing her master’s degree in Management and Leadership, where her applied research focuses on nonprofit organizations and enhancing volunteer recruitment and engagement strategies in response to evolving societal and economic landscapes. She also volunteers with the Red Cross's Restoring Family Links program, conducting community outreach, and with Awareness for POTSies, a nonprofit dedicated to providing education and resources for individuals living with Postural Orthostatic Tachycardia Syndrome (POTS).
Understanding Governance in Nonprofit Leadership
Understanding and fulfilling legal obligations is crucial for nonprofit board members to ensure sustainability and compliance of their organizations.
This course is a comprehensive course designed to empower board members with the knowledge and tools needed to navigate their legal duties effectively. Participants will gain a deeper understanding of the critical legal obligations that nonprofit boards face and learn how to implement best practices for compliance, reducing risk, and protecting both their organization and them from liability.
Learning Objective:
Learn how nonprofit boards are responsible for overseeing and fulfilling the organization’s legal obligations.
Explore the "duty of care," "duty of loyalty," and "duty of obedience" and their specific implications for nonprofit boards.
Discover actionable strategies for meeting the legal requirements and protecting the organization from liability.
Distinguish between different types of tax-exempt statuses and understand their legal and operational implications.
Learn about the federal, state, and local regulations governing nonprofits and the board’s role in ensuring compliance.
Meet Your Trainer:
Myron Steeves has an extensive background as a lawyer in the nonprofit sector. A graduate of Biola University and Georgetown University Law Center, he previously served as a Christian missionary to the Middle East. He is the Dean Emeritus of Trinity Law School, a Christian law school that champions a biblical view of human law and government. In addition, Myron frequently speaks on various legal issues involving nonprofit and religious organizations.
Myron offers sound legal guidance and representation to all nonprofit organizations to further their objectives. He also is an active member of the nonprofit committees of the California Bar Association and the American Bar Association.
Program Development & Management
Build programs with purpose—lead with clarity, strategy, and heart.
In nonprofits, programs are the heartbeat of the mission—translating vision into tangible outcomes. But strong programs don’t just happen; they require thoughtful planning, adaptive leadership, and ongoing evaluation. This course is designed for nonprofit professionals who are new to program leadership or seeking to refresh their approach. Participants will explore the full program cycle—from needs assessment and design to implementation and evaluation—while learning how to align programming with organizational strategy and community needs. Whether launching a new initiative or refining an existing one, this training offers tools and insights to strengthen program purpose and performance.
Learning Objectives
By the end of this course, participants will be able to:
Understand and navigate the full program lifecycle, including assessment, planning, implementation, and evaluation.
Align program goals with organizational mission, strategic priorities, and the evolving needs of the community.
Apply practical tools for monitoring progress, managing teams, and improving program outcomes over time.
California Nonprofit Update by CalNonprofit
Description Coming Soon
Meet Your Trainer: Geoff Green is the CEO of CalNonprofits, an alliance of over 10,000 nonprofits advancing policy advocacy, education, and research to build a more powerful and politically engaged nonprofit network across California.
Prior to CalNonprofits, Geoff served as CEO of California’s largest community college foundation, was a leader in the College Promise movement, and helped secure a record $100M gift to two dozen community colleges. Before that he served as Executive Director of an activist-led community foundation which was a resource, convener, and funder for a wide range of innovative grassroots organizations working on issues including racial equity, environmental health, living wages, civil rights, and housing.
Geoff’s previous experience includes 10 years of public affairs radio programing, serving as a campaign field organizer, and his dream job as a National Park Ranger in Yosemite. Geoff also consults professionally. He has raised over $7 million for more than 70 nonprofit organizations as a volunteer auctioneer, and frequently emcees events, moderates panels, and facilitates discussions on community issues.
As a life-long advocate for public service, Geoff has served on dozens of nonprofit boards and committees and been both elected and appointed to public office.
HR Management Certificate Course
This certificate course is an interactive, instructor-led five-part course focused on training new HR professionals and managers on the core principles of effective HR management. By the end of this series, you will walk away with the knowledge, skills, and resources necessary to be able to effectively manage your nonprofit’s HR department.
Foundations of the HR Department - 3/4/2026
This session will focus on the foundations of the HR department including a compliance overview for personnel files, commonly used forms, handbooks, company policies, independent contractors, volunteer management, and helpful resources for the HR professional.
Payroll & Benefits - 3/11/2026
This session will focus on the payroll and benefits aspects of human resources including employee classifications, compensation practices, meal periods, leaves of absence, and medical benefits.
Recruiting, Selecting, Hiring & Exiting Employees - 3/18/2026
This session will focus on multiple points of the employee life cycle including recruiting, selecting, hiring, and exiting practices. In this course, participants will learn recruiting strategies, best practices for interviewing candidates, the process for onboarding and training new hires as well as how to effectively exit an employee.
Performance Management & Employee Development - 3/25/2026
This session will focus on strategies and insight to boost productivity, equip managers with skills necessary for handling performance management, and align team and individual activities with a company’s goals.
Managing an Employee Population - 4/1/2026
This session will focus on key issues in managing an employee population encompassing OSHA, ADA, work-related injuries, and HIPAA.
Training Provided By:
Cancellation Policy
As a courtesy to our trainers, all cancellations must be made by email at least 48 hours in advance to receive a full refund. No refunds will be given for late cancellations or no-shows for any course.
Understanding Form 990
Ensure your nonprofit stays compliant and financially sound with our course, "Understanding Your 990”.
Meet Your Trainer: Rebecca Christiansen, COO Evergreen Alliance
Form 990 is more than just a required IRS filing—it’s a powerful storytelling, compliance, and accountability tool for mission-driven organizations. In this session, participants will break down the key components of Form 990, learn how it reflects an organization’s financial health and governance practices, and understand its role in building trust with donors, stakeholders, and the public.
Whether you're new to nonprofit finance or looking to strengthen your compliance knowledge, this course will equip you with the confidence to navigate Form 990 with clarity and purpose.
Intro to Financial Management
Non-finance/accounting staff members are expected to understand basic financial management principles but have never received any formal training.
In this workshop, we will help demystify basic nonprofit finance principals and teach you why the number one priority for any nonprofit should be financial stability--because if there is no money--there is no mission. This workshop will prepare you to understand basic financial terms and definitions, how to analyze financial statements, as well as how to understand true the importance of proper budget planning. If you are looking for a refresher or are new to the financial responsibilities, this course is for you!
Learning Objectives:
Develop a clear understanding of basic financial terms and definitions
How to analyze different financial statements
Learn about the importance of properly set up Chart of Accounts and class code list
Gain a foundational understanding of the budget development process
How to utilize cash flow projections/reports
Meet Your Trainer:
Annamarie Licina is an Enrolled Agent with a background in Tax Preparation, Small Business Accounting, and Financial Planning. She holds a BS in Business Administration with emphasis’ in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is a proud Big Sister through the Big Sister Big Brothers program and enjoys volunteering, especially when teaching Financial Literacy to the youth. She is happy to have joined the OneOC team in 2020 where her love for helping others in accounting and in supporting non-profits combine.
V|LEAD
Volunteer Leadership to Achieve Diversity (V/LEAD) is a dynamic leadership series that brings together a diverse cohort of civic-minded individuals dedicated to fostering positive change in the communities they serve.
Proudly sponsored by US Bank and led by OneOC in partnership with Groundswell, this six-part hybrid workshop series featuring both in-person and virtual sessions is designed for nonprofit and corporate leaders in Orange County who are committed to advancing community betterment. The series reimagines board and volunteer leadership by integrating leading practices in board development, with a strong focus on diversity, equity, and inclusion at both the individual and organizational levels.
Prepare for Nonprofit Leadership: Implement more effective ways to engage board and volunteer leaders with your organization.
Board Development Excellence: Build a greater pipeline of board prospects by mastering the leading board practices necessary to implement a highly
effective board development program.
Networking Opportunities: Connect with corporate volunteer leaders who could become invaluable assets to your nonprofit.
Peer Learning: Build lasting relationships with a community of nonprofit executives and board members from Orange County, fostering collaboration and growth.
Series Dates:
Kickoff & Session #1 (In-person) – March 19, 2026
Session #2 (virtual) – April 2, 2026
Session #3 (in-person) – April 16, 2026
Session #4 (virtual) – April 30, 2026
Session #5 (virtual) – May 14, 2026
Session #6 (in-person) -May 28, 2026
For More Information and To Register, CLICK HERE
Grant Writing Certificate Course
This hybrid workshop is designed to help students develop award-winning grant proposals in an interactive style.
This workshop explores how Artificial Intelligence can enhance grant writing, including where it helps most and where to proceed with caution. You'll learn the key components of a strong grant proposal—including budgets and narratives—and how to tailor them for success. We'll cover how to identify aligned funders and position your request to support their goals. Participants will receive feedback on real examples from their organization, and when possible, hear directly from a foundation representative on how funding decisions are made.
Throughout this certificate, you will learn and create:
Opening Paragraphs
Need/Case Statements
Agency Description
Program description including goals/objectives/outcomes.
Course Dates:
March 30, 2026 - In Person
April 6, 2026 - Virtual
April 13, 2026 - Virtual
April 20, 2026 - Virtual
April 27, 2026 - In Person
Meet the Instructor:
Scott Evans has been a freelance grant writer since 2005 and is the former Director of Development for the Pediatric Cancer Research Foundation. Scott has written proposals for many types of non-profits including education, research, human services, youth development, workforce development, and the arts. He also serves as the Administrator for the Association of Fundraising Professionals, Orange County chapter and is a Past-President of the organization. His measurement of the success of the course is dependent on the students’ writing improvement and their better understanding of the audience, that is reading their proposals and making decisions. With that, students will create clear overtures that accurately portray their organizations’ good work.
Volunteer Engagement
Volunteers are the heart of many nonprofit organizations.
This course will teach you how to attract, engage, and retain volunteers who are passionate about your mission. Learn strategies for building a strong, committed volunteer base that contributes to long-term success.
Learning Objectives:
Understand the role of volunteers in nonprofit success.
Learn techniques for recruiting volunteers from diverse backgrounds.
Develop strategies for engaging and retaining long-term volunteers.
Create volunteer onboarding and training programs that drive commitment.
Foster a culture of appreciation and recognition for volunteer contributions.
Grant Writing Certificate Course
This hybrid workshop is designed to help students develop award-winning grant proposals in an interactive style.
This workshop explores how Artificial Intelligence can enhance grant writing, including where it helps most and where to proceed with caution. You'll learn the key components of a strong grant proposal—including budgets and narratives—and how to tailor them for success. We'll cover how to identify aligned funders and position your request to support their goals. Participants will receive feedback on real examples from their organization, and when possible, hear directly from a foundation representative on how funding decisions are made.
Throughout this certificate, you will learn and create:
Opening Paragraphs
Need/Case Statements
Agency Description
Program description including goals/objectives/outcomes.
Course Dates:
July 29, 2026 - In Person
August 5, 2026 - Virtual
August 12, 2026 - Virtual
August 22, 2026 - Virtual
August 29, 2026 - In Person
Meet the Instructor:
Scott Evans has been a freelance grant writer since 2005 and is the former Director of Development for the Pediatric Cancer Research Foundation. Scott has written proposals for many types of non-profits including education, research, human services, youth development, workforce development, and the arts. He also serves as the Administrator for the Association of Fundraising Professionals, Orange County chapter and is a Past-President of the organization. His measurement of the success of the course is dependent on the students’ writing improvement and their better understanding of the audience, that is reading their proposals and making decisions. With that, students will create clear overtures that accurately portray their organizations’ good work.
Leadership Coaching
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Marketing on a Shoestring Budget
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Insurance and General Liability
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Budgeting
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Annual Planning
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Assessing Your Volunteer Program & Creating an Action Plan
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Board Governance for Board Members
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Branding
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Business Communication
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Change Management
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Cybersecurity
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Community Leadership
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Conflict Resoultion
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Crucial Conversations Workshop
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Developing a Social Enterprise
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Developing Others
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Diversifying Revenue Streams
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ECOC Monthly Meeting
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Employment Law Updates
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Endowments
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EQ VS IQ
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Event Fundraising
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Financial Sustainability
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Foundations of Volunteer Management
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Grants Management
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GrantStation
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How to Grow Your Corporate Support & Sponsorships
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HR for Non HR People
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HR Team of One
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Intro to Nonprofit Sector
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Introduction to Nonprofit Financial Management
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Leading a Nonprofit
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Leading a Team & Supervising
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Learning your Leadership Style Disc 101
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Measuring Program Impact
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Volunteer Engagement Strategies: Creating Meaningful Experiences (Part 2)
Engaging volunteers in meaningful ways can lead to stronger relationships and better outcomes for your nonprofit.
This course will teach you how to design volunteer opportunities that resonate with participants and enhance your organization’s mission. Learn how to create fulfilling volunteer experiences that lead to long-term engagement.
Learning Objectives:
Understand the factors that drive volunteer engagement and satisfaction.
Learn how to design volunteer roles that align with organizational needs.
Develop strategies for creating meaningful volunteer experiences.
Foster strong communication and feedback channels with volunteers.
Build volunteer loyalty through recognition and relationship-building.
Volunteer Management Systems: Streamlining Operations for Efficiency
Managing volunteers effectively requires strong systems and processes.
This course will teach you how to create and implement volunteer management systems that streamline operations and improve volunteer experience. Learn best practices for scheduling, communication, and tracking volunteer contributions.
Learning Objectives:
Understand the components of an effective volunteer management system.
Learn how to implement technology tools for scheduling and communication.
Develop strategies to track volunteer hours and contributions.
Create systems for feedback and improvement in volunteer management.
Enhance volunteer satisfaction and retention through efficient management.
Mastering Social Media Marketing for Nonprofits: Amplify Your Mission Online
In today's digital world, social media is essential for expanding your nonprofit’s reach, engaging supporters, and driving meaningful action.
This course provides nonprofit professionals with the tools and strategies to leverage social media effectively. Learn how to create impactful content, grow your audience, and turn online engagement into real-world support for your cause.
Learning Objectives:
Understand the fundamentals of social media marketing and its importance for nonprofits.
Learn how to create engaging content that resonates with your audience across platforms.
Explore tools and tactics for growing your online presence and increasing follower engagement.
Measure the success of your social media efforts using analytics and adapt strategies for greater impact.
Time Management: Elevate Your Productivity
In this engaging workshop, participants will discover how to eliminate barriers to effective time management and enhance their productivity.
By mastering essential time management skills, you’ll not only boost your personal performance but also foster greater engagement within your organization. Join us to unlock strategies that will empower you to take control of your time, improve collaboration, and achieve your goals with confidence.
Learning Objectives:
Recognize common obstacles to effective time management and learn techniques to overcome them for enhanced productivity.
Develop practical skills and strategies that enable you to manage your time more effectively and efficiently in the workplace.
Learn how effective time management can lead to improved performance outcomes and higher quality work.
Discover ways to use time management techniques to promote teamwork and engagement within your organization.
Design a customized time management plan that aligns with your personal goals and organizational objectives to maximize your impact.
Meet Your Trainer:
J’Aimee Mission-Moon, PhD
Leadership Coach | Research Partner | Talent & Client Experience Consultant
J’Aimee is the founder of Onward & Forward, LLC, a leadership development and consulting practice dedicated to helping leaders and teams move through growth and change with clarity, compassion, and strategy. She brings over eight years of experience in executive coaching, organizational development, and client experience operations, blending research-based insight with a people-first approach and hands-on execution. With a PhD in Industrial/Organizational Psychology, J’Aimee partners with leaders and organizations to strengthen impact, align people and processes, and foster environments where individuals and teams thrive.
Risk Management Nonprofits
Managing risk is essential to protecting your organization from financial, legal, and reputational harm.
In this course, you’ll learn how to identify potential risks, develop mitigation strategies, and maintain compliance with laws and regulations. Ensure your nonprofit operates safely and securely in an increasingly complex world.
Learning Objectives:
Identify common risks facing nonprofit organizations.
Learn strategies to mitigate financial, operational, and reputational risks.
Develop a risk management plan tailored to your organization.
Create a culture of proactive risk awareness and management.
Meet your Trainer: Michael Fitch, Vice President HUB International
Michael started his career in 1993 at Liberty Mutual Insurance Company as a Workers Compensation claims adjuster. He held various positions within the Workers Compensation claims department, including senior adjuster and team manager, and eventually moved into the direct sales force serving Producer and Regional Sales Manager roles to middle market clients. During this time, he also earned his Associate in Risk Management Designation (ARM). In 2009, Liberty Mutual’s direct sales force was acquired by HUB International. In his role at Hub International he continues to serve and expand his client base. While at HUB, he completed his CIC designation, an added value for his clients and prospects. Mike is now focused on the non-profit and transportation sectors where his relevant experience in those specialties is insightful for clients. Michael is an active volunteer in his community and within HUB International.
AI for Smarter Agreements & Document Review
Boost efficiency and accuracy by leveraging ChatGPT to review contracts, compare agreements, draft amendments, and analyze applications.
In today’s fast-paced nonprofit sector, efficiency and accuracy in contract management and application analysis are critical. This hands-on workshop will teach nonprofit professionals how to leverage ChatGPT to streamline contract review, compare agreements, draft amendments, and analyze applications. Participants will also learn how to craft effective prompts to maximize ChatGPT’s potential, ensuring clear, accurate, and relevant AI-generated insights.
Through real-world examples and interactive exercises, attendees will gain practical skills to enhance decision-making, reduce administrative burdens, and improve contract and application workflows with AI-powered support.
Learning Objectives: By the end of this workshop, participants will be able to:
Review Contracts Efficiently – Use ChatGPT to identify key terms, potential risks, and compliance issues within contracts.
Compare Contracts with Precision – Analyze multiple contracts to detect differences, inconsistencies, and potential negotiation points.
Draft and Revise Amendments – Generate contract amendments and revisions tailored to organizational needs.
Analyze Applications Effectively – Utilize AI to assess grant applications, volunteer applications, or funding proposals for alignment with organizational criteria.
Craft Effective AI Prompts – Develop precise and structured prompts to receive accurate and actionable AI-generated responses.
Who Should Attend: This workshop is ideal for all nonprofit professionals, including those involved in legal review, grant management, fundraising, event planning, operations, and more, who want to integrate AI into their workflow for greater efficiency and impact.
Robert Coleman
Meet Your Trainer: Robert Coleman
Robert Coleman- Born and raised in England, Robert Coleman brings over 30 years of executive leadership experience in the nonprofit sector. With a background in electronics, he furthered his education with a postgraduate diploma in management studies and an MBA. Throughout his career, Robert has served as CEO for organizations focused on youth homelessness, reentry programs, drug and alcohol treatment, and health & wellness initiatives.
Currently, Robert oversees 50 fiscal projects, the Nonprofit Learning Center, and membership services at OneOC. His expertise in strategic leadership, program development, and organizational growth makes him a valuable facilitator, dedicated to empowering nonprofit professionals with the tools and knowledge to drive meaningful impact.
Board Connection
Board Connection: Step Into Purpose-Driven Leadership
Orange County is home to thousands of nonprofits—each working to create lasting change in our communities. Behind every mission is a board of directors providing vision, strategy, and accountability. That’s where you come in.
Whether you're curious about serving or ready to take the next step, this dynamic session will give you the knowledge and confidence to get involved as a nonprofit board member. You’ll learn what it really means to serve on a board, how to find the right fit, and what makes board leadership both impactful and rewarding.
In this interactive seminar, you'll explore:
The role of the nonprofit sector and how boards drive change
Key facts and trends about boards in Orange County
How board roles vary depending on an organization’s size and stage of growth
Legal duties and leadership responsibilities every board member should understand
Whether you're new to board service or looking to deepen your impact, this session will reframe your view of board leadership—from passive oversight to proactive, mission-driven action. Come share your perspective and leave with tools to serve confidently and effectively.
Meet your Trainer: Tim Strauch is the President & CEO of OneOC in Orange County, California, where he has leveraged his strategic leadership to support over 950 organizations. With more than 30 years in nonprofit leadership, Tim has guided individuals and organizations to achieve their highest potential and amplify community impact. He serves on the California Volunteers Commission and collaborates with national committees through Points of Light. A key figure in the Service Enterprise program, Tim has helped over 150 organizations nationwide enhance their volunteer engagement. Previously, he held various leadership roles at the YMCA, including Executive Vice President and Chief Development Officer. Tim’s expertise spans leadership development, operations, board and volunteer advancement, fundraising, and strategic planning. He holds a master’s degree in athletic administration from Florida State University and a bachelor’s degree from the University of Southern California.
Cancellation Policy: Refunds will be allowed up to 48 hours in advance. No refunds will be given for late cancellations or no-shows for any course. No-shows will be invoiced for the full registration fee.
Planning & Pitfalls of Large-Scale Events
Create unforgettable experiences that elevate your mission and maximize support.
Trainer: Erin Nielsen, Executive Director, Tustin Community Foundation
A successful large-scale fundraising event is more than a gala or auction—it’s a strategic opportunity to build community, raise visibility, and generate meaningful revenue. This course is designed for nonprofit professionals planning major events who want to ensure their efforts translate into lasting impact. From goal-setting and audience engagement to logistics, sponsorships, and post-event follow-up, participants will learn how to plan, promote, and execute events that exceed expectations and deepen donor connections.
Learning Objectives:
Design a strategic event plan that aligns with organizational goals, audience needs, and fundraising targets.
Engage sponsors, partners, and attendees through compelling messaging, storytelling, and outreach strategies.
Manage event logistics and post-event follow-up to create lasting impressions and drive continued support.
Learning Your Leadership Style: Disc
Discover the power of self-awareness and effective leadership with, "Learning Your Leadership Style: DISC."
Designed specifically for nonprofit professionals, this course introduces you to the DISC personality assessment, a proven tool for understanding different leadership styles and improving team dynamics. By exploring your unique leadership style and learning how to adapt to the styles of others, you will enhance your communication, collaboration, and overall effectiveness as a leader. Join us for an engaging online experience that will empower you to lead with confidence, foster stronger relationships, and drive your organization toward success.
Learning Objectives:
Identify Your Leadership Style: Gain insights into your personal leadership style using the DISC assessment, enabling you to understand your strengths and areas for growth.
Understand the DISC Framework: Learn about the four DISC personality types—Dominance, Influence, Steadiness, and Conscientiousness—and how they impact team dynamics and organizational culture.
Enhance Communication Skills: Develop strategies for effective communication tailored to different personality types, improving collaboration and reducing conflict within your team.
Adapt Your Leadership Approach: Learn how to adjust your leadership style to better connect with team members, enhancing motivation and engagement across diverse groups within your nonprofit.
Meet Your Trainer:
Stacy Hawkins, Director of HR & Administration at OneOC, brings over 30 years of nonprofit HR experience. Known as “HR with heart,” Stacy is passionate about strengths-based leadership and fostering employee growth. She excels in coaching individuals to reach their full potential and was featured in the Orange County Register for her insights on job searching through specialty boards. Stacy joined OneOC 12 years ago, dedicated to supporting employee success and organizational development.
Essential Leadership Skills for Nonprofit Supervisors: Leading with Impact
Step into leadership with confidence and clarity.
Stepping into a supervisory role can be both exciting and challenging. This interactive workshop equips new supervisors with practical tools to communicate effectively, delegate, motivate teams, and manage performance. You’ll leave with strategies to build trust, strengthen collaboration, and align your team’s work with your organization’s mission.
Learning Objectives:
Build essential supervisory skills, including communication, delegation, and decision-making.
Learn how to foster employee engagement and create a motivating environment.
Develop strategies to provide feedback, coach performance, and manage conflict.
Understand how to set goals and align team efforts with organizational priorities.
Create an action plan to strengthen your role as a supervisor and support your team’s growth.
Meet your Trainer: Yolanda Rettew
Yolanda has over 20 years of experience in retail operations, sales enablement, learning and development, and talent acquisition and growth, Yolanda has helped build strong teams and support organizational success at companies such as Gap, Inc., L Brands, DSW, Inc., and US Vision, Inc. She has also been a dedicated volunteer and chairperson of various programs with the nation's largest volunteer-led child advocacy organization, the National PTA, where she has dedicated years as an advocate for change and community service in south Orange County's Capo school district. Guided by a focus on growth, collaboration, and positive impact, she is passionate about fostering growth and transformation through learning, leadership, and developing high-performing teams—enabling individuals of all ages and organizations to thrive together.
Audit Essentials: Tools, Tips, and Timelines for Nonprofit Success
Take the stress out of audit season with the tools and confidence to prepare like a pro.
An audit doesn’t have to be stressful. In fact, with the right preparation, it can be a valuable opportunity to strengthen your organization’s financial health and transparency. This training is designed to help nonprofit leaders, finance staff, and administrators get ahead of audit season by understanding the key steps, documents, and timelines involved. Whether you’re approaching your first audit or looking to improve your process, you'll walk away with clear strategies, practical tools, and best practices for audit success.
Learning Objectives:
Identify key documents, policies, and financial records required for a nonprofit audit.
Understand the audit process and timeline from planning to final report.
Implement internal practices that improve audit readiness and reduce audit findings.
In partnership with CLA
Who Should Attend:
Executive Directors
Finance and Accounting Directors and Staff
Program Managers and Coordinators
Board Members
Program Managers
Development Directors and Staff
Intro to Financial Management
Non-finance/accounting staff members are expected to understand basic financial management principles but have never received any formal training.
In this workshop, we will help demystify basic nonprofit finance principals and teach you why the number one priority for any nonprofit should be financial stability--because if there is no money--there is no mission. This workshop will prepare you to understand basic financial terms and definitions, how to analyze financial statements, as well as how to understand true the importance of proper budget planning. If you are looking for a refresher or are new to the financial responsibilities, this course is for you!
Learning Objectives:
Develop a clear understanding of basic financial terms and definitions
How to analyze different financial statements
Learn about the importance of properly set up Chart of Accounts and class code list
Gain a foundational understanding of the budget development process
How to utilize cash flow projections/reports
Meet Your Trainer:
Annamarie Licina is an Enrolled Agent with a background in Tax Preparation, Small Business Accounting, and Financial Planning. She holds a BS in Business Administration with emphasis’ in Management and International Business and a minor in Leadership and Organization Studies from Chapman University. Annamarie is a proud Big Sister through the Big Sister Big Brothers program and enjoys volunteering, especially when teaching Financial Literacy to the youth. She is happy to have joined the OneOC team in 2020 where her love for helping others in accounting and in supporting non-profits combine.
Building a Strong Personal Brand
How developing your own brand can benefit your nonprofit and career.
Your personal brand is more than a tagline—it’s how you show up, lead, and make an impact. In this interactive workshop, you’ll learn how to define and shape your personal brand with intention. You’ll explore how aligning your values, communication, and presence can elevate both your professional identity and your organization’s mission. Whether you're building your career or expanding your influence, you'll leave with practical tools to consistently communicate and live your brand with confidence and clarity.
Learning Objectives:
By the end of this workshop, participants will be able to:
Define their personal brand and identify how they want to be perceived professionally.
Align their personal brand with their values, communication, and behavior.
Understand the connection between personal branding, mission impact, and career growth.
Develop practical steps to consistently communicate and live their brand.
Work Smarter, Create Impact: A Hands-On AI Workshop for Mission-Driven Teams
Amplify Your Mission, Maximize Your Time
Discover how artificial intelligence can be more than just a time-saver—it can be a force multiplier for your mission. In this hands-on workshop, we’ll move beyond the basics of ChatGPT and explore practical ways AI can help your nonprofit raise more money, engage more people, and create deeper impact with fewer resources. You’ll learn how to generate compelling donor communications, streamline grant writing, and automate everyday tasks, freeing your team to focus on what truly matters: your mission. Participants will leave with ready-to-use AI templates and strategies that can be applied immediately to fundraising, marketing, and operations.
Whether you’re looking to increase efficiency, amplify your reach, or unlock new opportunities for growth, this session will show you how to do more with less time while staying grounded in your nonprofit’s unique voice and purpose.
Learning Objectives:
Use AI to create compelling donor communications and streamline grant writing.
Apply ready-to-use AI templates to fundraising, marketing, and operations.
Boost efficiency and reach while staying true to your mission.
Trainer: Ben Holland is the founder of More Human (more-human.ai), a nonprofit (501(c)(3) pending) dedicated to helping mission-driven organizations harness the power of AI in ways that are practical, ethical, and impactful. With 15 years of experience building software products and leading teams, Ben brings a unique blend of technical expertise and a deep passion for nonprofit work. He is committed to making sure organizations don’t just adopt technology, but use it to strengthen human connection, expand reach, and drive meaningful change.
Mission + Market: Building Strategic Corporate Partnerships
Unlock the power of corporate collaboration to fuel your mission and expand your impact.
Corporate partnerships can be a game-changer for mission-driven organizations—offering more than just funding. When done right, these collaborations bring shared value, increased visibility, and deeper community impact. This training is designed to help nonprofit professionals build meaningful, strategic relationships with corporate partners. Learn how to identify alignment, create compelling partnership proposals, and nurture long-term engagement that benefits both sides.
Learning Objectives:
Meet your Trainers: Sloane Keane, CEO, Big Brothers Big Sisters Orange County & The Inland Empire and Amy Narang, Head of Corporate Partnerships, Big Brothers Big Sisters Orange County & The Inland Empire
By the end of this session, participants will be able to:
Understanding the role of corporate sponsorship within a broader fundraising strategy
Crafting a basic sponsorship pitch that highlights mutual benefits
Applying relationship-building strategies to engage and retain sponsors
Driving Change with Confidence
Build resilience, lead with clarity, and guide your team through change with confidence.
This interactive session equips you with practical tools to lead yourself and others through times of transition. Explore the human side of change, recognize and address resistance, and strengthen both personal and team resilience. You’ll also gain a simple yet powerful communication framework to drive change with clarity and empathy—even in uncertain times.
Learning Objectives:
An understanding of the human side of change.
How to recognize change resistance in self and others.
Strategies to build personal and team resilience in the face of multiple, overlapping changes and uncertainty.
A communication framework to drive change with clarity and empathy—even when you don’t have all the answers.
Meet Your Trainer:
Alisha Herrick is a leadership coach and learning & development consultant who helps new and emerging leaders grow with confidence and clarity. Through 1-on-1 coaching, leadership development programs, and team workshops, she equips people leaders with the skills and mindset to build thriving, people-centered organizations.
Program Development & Management
Build programs with purpose—lead with clarity, strategy, and heart.
In nonprofits, programs are the heartbeat of the mission—translating vision into tangible outcomes. But strong programs don’t just happen; they require thoughtful planning, adaptive leadership, and ongoing evaluation. This course is designed for nonprofit professionals who are new to program leadership or seeking to refresh their approach. Participants will explore the full program cycle—from needs assessment and design to implementation and evaluation—while learning how to align programming with organizational strategy and community needs. Whether launching a new initiative or refining an existing one, this training offers tools and insights to strengthen program purpose and performance.
Learning Objectives
By the end of this course, participants will be able to:
Understand and navigate the full program lifecycle, including assessment, planning, implementation, and evaluation.
Align program goals with organizational mission, strategic priorities, and the evolving needs of the community.
Apply practical tools for monitoring progress, managing teams, and improving program outcomes over time.
Meet Your Trainer: Ursula Walsh
Nonprofit Management Certificate
OneOC’s Nonprofit Management Certificate is a 6-module comprehensive training program designed to prepare you with the practical knowledge and skills needed to support the sustainability of a nonprofit organization.
In this certificate, you will explore the key concepts in nonprofit management including leadership, fundraising, board development, financial management, program development, operations, project management, marketing, and organizational strategy. Facilitated by nonprofit Senior Directors & Executives with decades of on-the-ground experience, this certificate will equip you with the tools needed for a successful career in nonprofit.
Succeeding in Nonprofit Management: Thursday, 10/2/2025
Trainer: Tim Strauch
Leading a nonprofit requires a wide variety of skills. This course serves as an introduction to a career in nonprofit management and covers the fundamentals and general leading practices for being successful in a nonprofit organization. You will learn about the common challenges nonprofit leaders and professionals face as well as the major areas of responsibility for a career in the nonprofit sector.
Financial Management in Nonprofits: Thursday, 10/9/2025
Trainer: Annamarie Licina
The finances of an organization can be mystifying and inaccessible to nonprofit professionals who have not had an opportunity to obtain an orientation to the fundamentals of finance. In this course you will learn to understand basic financial terms and definitions, understand how to analyze financial statements, build budgets, as well as understand true program costs. This training will help understand the finances of your organization and prepare you for a future role in nonprofit management.
Organizational Strategy & Planning: Thursday, 10/16/2025
Trainer: Sofia Martinez
Understand the major areas of responsibility for nonprofit leaders including organizational strategy, leading staff & volunteers, managing budgets, fundraising, program development, board governance and more. A nonprofit’s strategy is a critical factor of whether it will be successful. Although nonprofits are not concerned with maximizing shareholder value, establishing effective organizational strategies is the key to a nonprofit’s ability to effectively deliver on its mission. A Nonprofit’s strategies determine how they will execute their programs and services in order to achieve the overall vision of the organization. Establishing your strategy will help your nonprofit achieve its goals and take steps towards meaningful impact.
Fundamentals of Fundraising: Thursday, 10/23/2025
Trainer: Keegan Bell
Fundraising is one of, if not the most important activities in a nonprofit organization. In order to finance programs and services, fundraising is an essential component of how nonprofits remain financially sustainable. In this comprehensive training, you will learn about the fundraising pyramid, learn the elements of an effective fundraising strategy, and gain the essential knowledge and skills you will need as you engage in fundraising in a career in nonprofit leadership.
Program Development & Management: Thursday, 10/30/2025
Trainer: Clare McKenna
In nonprofits, our programs are the heart of the organizations’ vision and mission, which drive our passion and priorities. In order to be successful, program directors and managers need the time and skills to identify the peaks and valleys of a program’s cycle. This course is essential for those new to the nonprofit sector, newly appointed directors or managers, and those looking to revitalize their program’s goals and purpose as it relates to the mission.
Leading Volunteer Groups: Thursday, 11/6/2025
Trainer: Chris Ruoff
Effectively leading volunteers is an essential skill for any nonprofit leader. In this session, you will gain a comprehensive understanding of how volunteers are involved in the nonprofit sector, as well as how to exercise leadership best practices to keep volunteers excited, engaged and retained. You will learn about the different types of volunteer roles in a nonprofit organization with specific attention given to the role of board members and the relationship between the board and nonprofit leadership.
Try this First: Building (or Growing) Your Individual Giving Program
Start Smart: Build a Giving Program That Works.
Tired of vague fundraising advice like “just diversify your revenue!”? In this practical and focused session, you'll get real tools to help you start or strengthen an individual giving program. This session will walk you through the foundational elements of donor cultivation, solicitation, and stewardship. Using donor data, strategic goals, and discovery techniques, you'll leave with a clear path forward and actionable steps you can implement right away.
Learning Objectives:
Identify the essential components of an individual giving program and how they support long-term donor engagement.
Leverage donor data to build targeted prospect lists that prioritize relationships and giving potential.
Apply three core goals to guide your cultivation, solicitation, and stewardship strategies effectively.
Meet your Trainer: Chris Baiocchi
Chris Baiocchi is a seasoned nonprofit leader with 25 years of experience in communications, fundraising, and strategic leadership. As founder and CEO of Resolute Philanthropy, he equips nonprofit professionals with tools to build confident, effective fundraising programs through training, coaching, and strategic support. Chris has partnered with organizations like Habitat for Humanity OC, Casa Youth Shelter, RevHub, and St. Joseph Hospital, and has led trainings for OneOC, AFP, and Charitable Ventures.
He holds a master’s in Organizational Leadership, is a Certified Fund-Raising Executive (CFRE), and serves on the boards of the AFP South Sound Chapter and South Sound Planned Giving Council. Based in Tacoma, WA, Chris is a proud dad, avid reader, and passionate fan of bow ties and sci-fi debates.
Executive Succession Planning
Executive transitions can be challenging and complex, creating uncertainty for leaders, board members, and staff. With a growing wave of retirements and increasing burnout in the nonprofit sector, preparing for leadership changes has never been more crucial.
Join us for an engaging and interactive two-hour seminar designed specifically for Executive Directors and Board Members. This session will equip you with the tools and insights needed to navigate leadership transitions successfully, whether as part of a long-term strategy or in response to an unexpected departure.
By attending, you’ll gain clarity on the process, have the opportunity to ask key questions, and learn how to guide your organization toward a thriving future during this critical chapter of change.
Learning Objectives:
Strategic Transition Planning: Understand how to create an environment where your organization can thrive before, during, and after a leadership transition.
Roles and Responsibilities: Define the roles of the board, executives, and staff throughout the transition process to ensure seamless collaboration and accountability.
Staff Development: Learn how to cultivate and prepare internal talent to strengthen the organization during leadership changes.
Anticipating Challenges: Recognize common pitfalls in executive transitions, how to avoid them, and what personal and professional impacts to expect.
Equip your organization with the confidence and strategy to handle executive transitions effectively and sustainably. Don’t miss this opportunity to prepare for success in the face of change!
Meet Your Instructor:
Regina Birdsell has over 30 years of experience collaborating across business, philanthropy, government, media, and the nonprofit sector to tackle complex issues and foster positive change, primarily in Southern California. With a background in journalism and a Master's in Social Work from USC, she's been recognized as a Most Admired CEO by the Los Angeles Business Journal and as one of Women Making a Difference. Presently, she heads USC's Master's Degree Program in Nonprofit Leadership and Management, while also facilitating leadership training, board retreats, and providing executive support during leadership transitions.
Grant Writing Essentials: Crafting Winning Proposals
Meet your Trainer:
Scott Evans
Effective grant writing can unlock significant funding for your nonprofit.
This course will guide you through the essentials of writing winning grant proposals that resonate with funders. Learn how to tell your nonprofit’s story in a way that aligns with grant requirements and maximizes your chances of success.
Learning Objectives:
Understand the key components of a successful grant proposal.
Learn how to research and identify appropriate grant opportunities.
Develop skills to align your nonprofit’s mission with funder priorities.
Write compelling narratives and budgets that strengthen your proposal.
Create systems to track and manage grant applications and reporting.
Maintaining Your Books - Tax Prep for Your 990
Ensure your nonprofit stays compliant and financially sound with our course, "Maintaining Your Books: Tax Prep for Your 990”.
This essential training is designed to demystify the often-overwhelming process of preparing your Form 990. You’ll learn how to maintain accurate financial records, prepare necessary documentation, and understand the requirements of the IRS. With expert guidance, you’ll walk away equipped with the skills to effectively manage your bookkeeping and confidently file your 990, minimizing the risk of audits and ensuring your nonprofit remains in good standing. Join us to streamline your financial processes and empower your organization for success!
Learning Objectives:
Gain insight into the various sections of Form 990, including financial statements, governance, and compliance issues, to ensure a thorough understanding of the form's requirements.
Identify the essential documents required for completing Form 990, including financial reports, budgets, and board meeting minutes, ensuring that you have everything in order before filing.
Learn best practices for maintaining your nonprofit financial records throughout the year, enabling you to prepare for tax season with confidence and ease.
Understand the common mistakes nonprofits make when preparing their 990 and learn strategies to avoid them, ensuring your organization stays compliant and reduces the risk of penalties.
Meet Your Trainer:
Annamarie Licina, an Enrolled Agent, specializes in tax preparation, small business accounting, and financial planning. She earned her BS in Business Administration, focusing on Management and International Business, with a minor in Leadership and Organization Studies from Chapman University. Annamarie volunteers as a Big Sister with Big Brothers Big Sisters and enjoys teaching financial literacy to youth. She joined OneOC in 2020, where she combines her passion for accounting and nonprofit support.
Difference Between Coaching & Mentoring
Meet your Trainer: Darla Olsen, Vice President, Advancement, Meals on Wheels Orange County
Strong leaders nurture the development of others.
This course is designed to help you coach and mentor emerging leaders within your nonprofit. Develop skills that not only foster individual growth but also strengthen your entire organization.
Learning Objectives:
Understand the difference between coaching and mentoring and their roles in leadership.
Learn techniques to coach team members to achieve personal and professional goals.
Develop mentoring strategies that foster leadership growth within your organization.
Create a culture of continuous learning and development.
Assess and improve your coaching effectiveness as a leader.
V|LEAD
Volunteer Leadership to Achieve Diversity (V/LEAD) is a dynamic leadership series that brings together a diverse cohort of civic-minded individuals dedicated to fostering positive change in the communities they serve.
Proudly sponsored by US Bank and led by OneOC in partnership with Groundswell, this six-part hybrid workshop series featuring both in-person and virtual sessions is designed for nonprofit and corporate leaders in Orange County who are committed to advancing community betterment. The series reimagines board and volunteer leadership by integrating leading practices in board development, with a strong focus on diversity, equity, and inclusion at both the individual and organizational levels.
Prepare for Nonprofit Leadership: Implement more effective ways to engage board and volunteer leaders with your organization.
Board Development Excellence: Build a greater pipeline of board prospects by mastering the leading board practices necessary to implement a highly
effective board development program.
Networking Opportunities: Connect with corporate volunteer leaders who could become invaluable assets to your nonprofit.
Peer Learning: Build lasting relationships with a community of nonprofit executives and board members from Orange County, fostering collaboration and growth.
Series Dates:
Kickoff & Session #1 (In-person) – September 12, 2025
Session #2 (virtual) – September 26th
Session #3 (in-person) – October 10, 2025
Session #4 (virtual) – October 24, 2025
Session #5 (in-person) – November, 7,2025
Session #6 (in-person) -November 21, 2025
For More Information and To Register, CLICK HERE
Sell Yourself Tall – Building Confidence, Presence, and Owning Your Story
Mastering the art of connecting with, relating to, and engaging your audience
· Your value comes from within
· Confidence is contagious
· Standing tall
· Making your mission THEIR mission
This highly interactive and high energy workshop equips nonprofit leaders with the skills to confidently communicate their mission, engage diverse audiences, and craft compelling messages. Participants will learn techniques for overcoming public speaking anxiety, structuring a persuasive pitch, and delivering their message with clarity and confidence. Attendees should bring any materials they need to reference as they develop a concise and compelling pitch about their nonprofit.
We will share the power of storytelling, and getting your audience, whether it is a one-on-one meeting, or you are speaking from a stage, to relate to you, your message, and your mission.
Learning Objectives:
Creating your story. Before anyone will relate to you and your story, you need to internalize it and be able to share it with passion and purpose.
Craft a Clear and Compelling Message – Develop a structured and persuasive pitch that effectively communicates your nonprofit’s mission and impact.
Enhance Public Speaking Skills – Learn techniques to improve vocal delivery, body language, and audience engagement for greater confidence and credibility. You will learn how to use your words, inflection, and nonverbal communication abilities to powerfully persuade your audience.
Know Your Audience – Tailor your message to resonate with various stakeholders, including donors, volunteers, and community members.
Who Should Attend:
For nonprofit executives, managers, board members, and emerging leaders seeking to strengthen communication, public speaking, and messaging skills to effectively represent their organization’s mission.
Meet the Trainer: Ed Hart
ED Hart: I am a Southern California native with nearly 40 years of experience spanning family business, corporate leadership, public speaking, sports management, sales, nonprofit work, strategy, and coaching. I am passionate about helping people reach their potential and create lasting impact in their teams, communities, and families. My focus is on adding value and serving others, and my greatest joy has been developing the next generation of leaders.
CEO Roundtable: Leading Nonprofits for Maximum Impact
As a nonprofit CEO, your leadership has the power to transform your organization and the communities you serve.
The CEO Roundtable: Leading Nonprofits for Maximum Impact is an exclusive forum designed for nonprofit executives ready to take their leadership to the next level. This roundtable provides a unique opportunity to collaborate with fellow nonprofit leaders, engage in candid discussions, and gain actionable insights on how to drive greater impact.
In this immersive experience, you'll explore strategies to address the sector’s most pressing challenges, build organizational resilience, and lead with clarity and purpose. Through peer-driven dialogue and expert facilitation, you will enhance your ability to foster innovation, inspire your teams, and achieve lasting success. Elevate your leadership and transform your nonprofit for maximum impact.
Learning Objectives:
Develop and refine your strategic leadership vision to align your organization’s goals with its mission, ensuring long-term sustainability and increased community impact.
Learn strategies to build a resilient nonprofit capable of adapting to challenges and thriving in times of change or uncertainty.
Improve your relationship with your board of directors by developing more effective governance practices, fostering collaboration, and ensuring mission alignment.
Equip yourself with practical tools and leadership techniques to manage organizational change, inspire your team, and maintain momentum in a shifting landscape.
Navigating Crucial Conversations: Essential Skills for High-Impact Communication
In any organization, the ability to engage in crucial conversations is a cornerstone of success.
When challenges arise or results fall short, it often signals that important discussions are either avoided or mishandled. This interactive workshop provides leaders and teams with the essential skills to confidently address high-stakes, emotionally charged, or challenging topics with clarity and professionalism.
Through practical strategies and real-world applications, participants will learn how to foster open dialogue, navigate conflict, and strengthen collaboration. By developing these critical communication skills, individuals and teams can transform difficult conversations into opportunities for problem-solving, relationship-building, and driving organizational success. Join us to enhance your ability to speak up when it matters most and create a culture of trust and accountability!
Learning Objectives:
Recognize High-Stakes Conversations – Identify the signs of crucial conversations and understand their impact on individual and organizational success.
Enhance Communication Skills – Learn techniques to communicate with confidence, remain composed, and create a respectful dialogue during difficult discussions.
Manage Emotional Responses – Develop strategies for handling strong emotions, reducing defensiveness, and promoting constructive engagement.
Resolve Conflict Effectively – Gain practical tools for addressing disagreements, finding common ground, and achieving productive outcomes.
Meet Your Trainer: Dr. Shaun Pichler
Dr. Shaun Pichler is a professor of management at the College of Business and Economics at California State University, Fullerton. He is also an adjunct professor at the Merage School of Business at the University of California, Irvine.
Shaun has published extensively in refereed journals. His research has been cited approximately 6,500 times and has been covered a variety of prominent national (e.g., Forbes, Washington Post) and local (e.g., O.C. Register) media, numerous policy reports, amicus briefs to the U.S. Supreme Court, and by the U.S. Congress.
Shaun is a former Associate Editor and current Co-Editor-in-Chief of Human Resource Management. He is also a Senior Editor of the Journal of Occupational & Organizational Psychology.
Shaun regularly consults to organizations in a variety of industries in Southern California and across the country. Shaun has won numerous teaching, research and service awards, and was the Mihaylo College of Business Faculty of the Year in 2015 and again in 2022. Before beginning his career in academia, Shaun was an HR analyst and worked for a boutique consulting firm
HR Management Certificate Course
This certificate course is an interactive, instructor-led five-part course focused on training new HR professionals and managers on the core principles of effective HR management. By the end of this series, you will walk away with the knowledge, skills, and resources necessary to be able to effectively manage your nonprofit’s HR department.
Foundations of the HR Department - September 3, 2025
This session will focus on the foundations of the HR department including a compliance overview for personnel files, commonly used forms, handbooks, company policies, independent contractors, volunteer management, and helpful resources for the HR professional.
Payroll & Benefits - September 10, 2025
This session will focus on the payroll and benefits aspects of human resources including employee classifications, compensation practices, meal periods, leaves of absence, and medical benefits.
Recruiting, Selecting, Hiring & Exiting Employees - September 17, 2025
This session will focus on multiple points of the employee life cycle including recruiting, selecting, hiring, and exiting practices. In this course, participants will learn recruiting strategies, best practices for interviewing candidates, the process for onboarding and training new hires as well as how to effectively exit an employee.
Performance Management & Employee Development - September 24, 2025
This session will focus on strategies and insight to boost productivity, equip managers with skills necessary for handling performance management, and align team and individual activities with a company’s goals.
Managing an Employee Population- October 1, 2025
This session will focus on key issues in managing an employee population encompassing OSHA, ADA, work-related injuries, and HIPAA.
Training Provided By:
Cancellation Policy
As a courtesy to our trainers, all cancellations must be made by email at least 48 hours in advance to receive a full refund. No refunds will be given for late cancellations or no-shows for any course.
Team Management Skills Certificate Course
Master the Art of Team Leadership: Build, Lead, and Inspire High-Performing Teams!
Unlock the key to building and leading high-performing teams with this 7-session certificate course designed for professionals looking to enhance their team leadership skills. This interactive program provides practical tools and strategies to foster collaboration, communication, and innovation within your team. Participants will gain insights into team dynamics, effective meeting management, change leadership, and creative problem-solving, culminating in a comprehensive skill set for driving team success.
September 2nd - Getting Grounded in Team Basics
Learn the fundamental principles of successful teamwork, including defining team roles, setting clear goals, and fostering a culture of accountability.
September 9th - Leveraging Style Differences on Your Team
Discover how to identify and utilize different working styles within your team to enhance communication, collaboration, and overall effectiveness.
September 16th - Enhancing Team Communications
This session enhances team communication by teaching clear messaging, active listening, constructive feedback, and various communication styles and tools for better collaboration.
September 23rd - Running Effective Team Meetings
Master the art of leading productive meetings that drive engagement, decision-making, and action. Learn techniques for structuring meetings, managing time, and encouraging participation.
September 30th - Managing Change on Your Team
Gain the skills to lead your team through change with confidence. Explore strategies for overcoming resistance, maintaining morale, and ensuring a smooth transition during organizational shifts.
October 7th - Avoid Group Thinking
Prevent groupthink and foster a culture of critical thinking and diverse perspectives. Learn techniques to encourage open dialogue, constructive debate, and better decision-making.
October 14th - Sparking Team Creativity
Fuel innovation within your team by creating an environment that encourages creative problem-solving and fresh ideas. Explore methods for brainstorming, collaboration, and fostering a growth mindset.
Who Should Attend:
This course is ideal for team leaders, managers, project coordinators, and professionals looking to strengthen their leadership skills and improve team performance.
Social Media for Mission Growth
From Posts to Purpose: Build a Social Media Strategy That Inspires Action
Discover how to move beyond one-off posts and start using social media as a powerful tool for storytelling, community building, and long-term impact. In this workshop you’ll connect your real goals to a simple content strategy, see how to turn static updates into story-driven posts and short-form video, and learn to highlight the people behind your mission—staff, board, donors, and the communities you serve. We’ll talk through what to share, why it matters, and how consistent, purposeful content builds trust so that when you need support, donations, volunteers, ticket sales, your audience is already with you. Walk away with the knowledge and confidence to use social media with purpose—and turn it into an asset that drives real results for your organization.
Learning Objectives:
Connect organizational goals to a strategic, story-driven content plan that builds long-term engagement.
Transform everyday updates into compelling narratives and short-form video that highlight your mission and people.
Understand how consistent, purposeful social media content fosters trust and drives support, donations, and community action.
Meet Your Trainer: Julian Castaneda
Julian is a two-time childhood cancer survivor, nonprofit founder, and Co-Owner & Creative Director of Vibe Marketing Agenci. Diagnosed at just 10 years old and again at 16, Julian turned his fight into purpose by founding the Bags of Love Foundation at 18—an organization that has impacted hundreds of families facing pediatric cancer. While in college, Julian built his nonprofit from the ground up and taught himself how to market, fundraise, and rally support—developing a deep understanding of resourceful, purpose-driven storytelling. That experience sparked his passion for marketing that makes a difference. Today, through Vibe Marketing Agenci, he helps nonprofits and purpose-driven businesses grow through strategy, storytelling, and content that builds brand equity and lasting impact.
AI 101: Unlocking the Power of Artificial Intelligence for Mission-Driven Work
Meet your Trainer: Robert Coleman, Director of Nonprofit Services, OneOC
Demystify AI and discover practical tools to amplify your impact.
Artificial Intelligence isn’t just for tech companies—it’s becoming an essential tool for nonprofits looking to work smarter, reach wider audiences, and make data-driven decisions. In this beginner-friendly course, nonprofit professionals will learn what AI is, why it matters, and how to start using AI tools ethically and effectively in their day-to-day work. Participants will explore practical examples of AI in fundraising, marketing, program delivery, and operations, gaining confidence to apply AI solutions in ways that enhance their mission.
Learning Objectives
By the end of this course, participants will be able to:
Understand core concepts of artificial intelligence and recognize common myths and realities about AI use in nonprofits.
Identify practical applications of AI tools across fundraising, communications, program management, and operations.
Apply best practices for using AI responsibly by considering ethical standards, data privacy, and equity impacts.
Meet The Funder - Experian
What is “Meet the Funder”?
Meet the Funder is a unique opportunity for nonprofit leaders to connect directly with major funders, gain valuable insights into their giving priorities, and explore potential partnerships. We’re thrilled to announce Experian as our featured funder for this session! Join us to hear firsthand about their philanthropic initiatives, community impact goals, and how your organization can align with their vision to build meaningful support for your mission.
Why Attend?
Insights: Gain insider knowledge about Experian’s funding priorities and application process.
Engagement: Ask questions and connect directly with decision-makers.
Opportunities: Discover how your nonprofit can align with their mission for a greater chance of funding success.
Elizabeth Pianalto, Director or Corporate Responsibility, Experian:
Elizabeth Pianalto is a purpose-driven Corporate Responsibility leader with a deep commitment to advancing environmental and social impact. As Director or Corporate Responsibility at Experian North America, she has brought over a decade of experience in integrating CSR and Inclusion and Belonging principles into business strategy, stakeholder engagement, and community partnerships.
Elizabeth’s work bridges the corporate and nonprofit worlds, fostering innovative programs that align business goals with community needs. She has led initiatives focused on employee engagement, social justice, and equitable access to resources. Elizabeth is always striving to find the balance between trust-based philanthropy and giving that has distinct measurable outcomes. Her approach is rooted in transparency, systemic change, and a belief in the power of collective action and informed by her experience in the nonprofit sector in her early career.
An Orange County native, Elizabeth and recently moved to Long Beach, California with her dog, Sadie. She earned her MBA from the UCI Paul Merage School of Business in 2020. She is passionate about building resilient communities and mentoring the next generation of social impact professionals.
