Deep Dive Tracks

Colorful dot arrowDue to changes in our conference format, the three Deep Dives are now future offerings. See below for more information.

If you already registered, your registration will be transferred to the future offering automatically.

For more information about the new dates, please contact Washington Nonprofits or subscribe to our newsletter.

Read about each workshop by selecting from one of the three tabs below.

Rescheduled -- see below
Understanding the Nonprofit Lifecycle: A Key to Delivering on Your Mission

This session has been rescheduled as a 3-part seminar. The new dates are June 2, 9, and 16 from noon to 1:30.

For more information, or to request a refund, please contact Dwight Hutton at Washington Nonprofits.

Colorful dot arrowA deep dive into organizational capacity and ‘in-capacity’ through the lens of the Lifecycle Stages framework

This highly interactive workshop will help you understand and anticipate the lifecycle stages of your organization. Just as people develop in stages, organizations develop over time and through events. Growing or contracting, navigating change or facing specific challenges, understanding the lifecycle stages is a first step in determining the actions needed next to support the organization’s successful development.

In this workshop you will:

  • Use the Lifecycles framework to understand the relationship between the 5 key nonprofit elements of strong nonprofits – governance, financial resources, management, programs and administrative systems – and the lifecycle stages that influence them
  • Take the organization self-assessment and get a snapshot of where your nonprofit is in the lifecycle stages
  • Problem-solve the specific challenges you’re facing today and identify needed changes
  • Identify near- and long-term changes to pursue and the resources you may need for sustainable improvement
  • Take away ideas to engage others in your organization with a new way to think about aligning the programs, people and systems of your nonprofit

Intended Audience

This workshop is for Executive Directors, managers and board members. You’ll work hands-on with your colleagues, under the guidance of experienced coaches. We strongly encourage multiple attendees from the same organization for the opportunity to learn and work collaboratively.

Learning Outcomes

By attending this session, you will be able to:

  • Know the seven Lifecyle stages of development for nonprofit organizations and understand why the stage of development matters in planning and decision-making
  • Better understand capacity (or lack of it) in your organization and its operational strengths and challenges
  • Use the tools provided to identify opportunities and create an action plan for your organization

About the presenters

Susan Burgess
Susan Burgess
Susan Burgess brings over 25 years of experience in assisting clients in all aspects of organizational development; enhancing individual performance, increasing leadership capacity, fostering collaboration. She worked for DeltaPoint, Conversant, and The Leading Element, LLC consulting firms before joining the Leading Change Collaborative. A large part of her practice is focused on working with nonprofit organizations. Susan is certified by the Nonprofit Lifecycles Institute founded by Susan Kenny Stevens, author of Nonprofit Lifecycles: Stage-Based Wisdom for Nonprofit Capacity. Susan has become a trusted advisor to nonprofit leaders and stakeholders as they work to increase their capacity to provide much needed services in their communities.

Susan Smallidge
Susan Smallidge
Susan Smallidge is a consultant with over 25 years of experience in capacity building, organizational, leader and staff development. She works with executives, boards and teams, with a focus in recent years in health care and nonprofit service organizations. A few recent projects: patient and staff experience programs delivered to thousands of health care providers and staff; organizational and leadership structure transition for a rapidly growing rural health care organization; strategic planning facilitation for a housing nonprofit; consulting support for board governance and CEO/board boundary issues.

Susan is also an experienced board member, with 10 years on Amara’s board of directors including 4 years as board chair, and prior to that 4 years on the board of Treehouse.

Presented by The Leading Change Collaborative

Register for the conference first to receive $20 off this workshop.

True Program Costs and Innovation in Financial Strategy

This session has been rescheduled as a 3-part seminar. The new dates are July 14, 21, and 28 from noon to 1:30.

For more information, or to request a refund, please contact Dwight Hutton at Washington Nonprofits.

Most nonprofit leaders agree that we need a new way to communicate about the true costs of our programs and the vital importance of strong organizational infrastructure. Taking a full-cost approach to our financial accounting, reporting, fundraising, and program strategies leads to much stronger organizations. In this interactive session, learn a new vision of the concept of overhead, the importance of determining the true costs of your programs, and a framework for using innovative financial approaches to guide your organization through its mission, fundraising, and operational strategies.

This Deep Dive is relevant to CEOs, EDs, CFOs, Program Directors, Development Directors, Board Members, and others whose roles require strategic use of financial information. The approach assumes that financial leadership is strongest when shared across the whole organization. We encourage you to bring more than one leader from more than one function of your organization.

Together we will:

  • Explore the concept of Core Mission Support and the value of accounting for True Program Costs
  • Learn how to identify and communicate about underfunded programs, the limitations and challenges of narrowly restricted funding, and alternative ways to build proposal budgets and narratives that attract more flexible funding.
  • Demystify financial concepts around budgeting for and reporting on your organization’s financial story that may be hindering your leadership and your organization’s decision-making process
  • Gain access to a set of well-developed tools for re-visioning overhead, allocating costs across programs, analyzing true program costs, building full-cost budgets, and designing elegant financial systems.
  • Learn how to integrate this model into your organization’s financial processes, fundraising strategies, program designs, accounting systems, and software choices.

Bring your laptop and take advantage of the time and access to nonprofit finance expertise. Come explore how to utilize these concepts and tools in your organization to transform your financial and mission strategies.


About the presenter

Curtis Klotz
Curtis Klotz

Curtis Klotz, CPA, serves as Director of Nonprofit Innovation at CLA. This role is grounded in CLA’s nonprofit consulting and business operations practice, which inspires Curt’s writing and thought leadership in the industry. Curt shares inventive strategies for nonprofits that have emerged from more than 35 years of direct work in nonprofit organizations, including his former role as VP of Finance CFO at Propel Nonprofits. Along with other stints as a nonprofit CFO, he is also past Chairperson of the Montana Nonprofit Association. Curt has contributed a number of articles to Nonprofit Quarterly and is the principal author of CLA’s Innovation in Nonprofit Finance blog. Curt was honored as MSP Biz Journal’s Nonprofit CFO of the Year in 2017. To fully appreciate Curt’s approach to nonprofit finance, you should know that he graduated summa cum laude from St Olaf College with majors in women’s studies and religion.

CLA logo

Along with Curt, other experienced nonprofit finance practitioners will be on hand to answer questions and discuss how the concepts learned during the day can be applied to your organization’s specific circumstances.

Presented by CLA

Register for the conference first to receive $20 off this workshop.

Surviving the Active Lethal Threat

This session has been postponed until further notice.

For more information, or request a refund, please contact Dwight Hutton at Washington Nonprofits.

Have you ever been in a work situation where you have felt unsafe?
Have you ever thought about how you would respond to a crisis at work?

This groundbreaking workshop demonstrates strategies your nonprofit can use to keep everyone — staff, clients, and the public — safe.

Jesus Villahermosa is a nationally recognized expert in the field of crisis response, and presents practical, life-saving techniques that are backed by years of data, analysis, and experience. Participants will come away with a revolutionized understanding of how to prepare for and respond to a workplace crisis – this is one training you won’t want to miss.

We highly encourage participation from leaders, members of safety teams, and board members – please join us for this event, free to all NPIP, SIAW, USIP, CIAW, and WRCIP members!


“Jesus seemed very passionate about saving lives…I feel more prepared to go back and be proactive in my classroom and education career.” – Steilacoom School District Educator

“I can absolutely say he is a dynamic, engaging, and passionate speaker…this man and this course gets my highest recommendation.” – Mike MacKinnon


About the presenter

Jesus Villahermosa
Jesus Villahermosa

Jesus Villahermosa is a nationally recognized expert in the area of Active Threats. His 33 years in law enforcement and 30 years serving as the Point Man on the S.W.A.T. Team while serving with the Pierce County Sheriff’s Department allows Jesus to train others with reality always in mind.

Presented by NPIP in partnership with Crisis Reality Training

NPIP logoNPIP, the Non Profit Insurance Program, is an insurance cooperative created and managed by its members that provides a financially consistent and stable product, with best-in-class insurance and risk management services.

Crisis Reality Training’s mission is to empower individuals with realistic training for heightened safety and awareness in dangerous situations and the capacity to use this knowledge in crisis situations to save their lives or those of others.

Register for the conference first to receive $20 off this workshop.