Nonprofit Compliance Check-Up

February 12, 2025

11am-1pm PT / 2pm-4pm ET

The more successful nonprofit advocates become, the more their organizations are placed under the microscope by individuals and groups who may like to see them fail. Nonprofits (and their staff) are often scrutinized as they engage in successful advocacy and civic engagement efforts, such as voter registration and legislative campaigns. After this workshop, you will have a clear understanding of how to prepare for allegations of non-compliance so that your organization can continue to advocate with confidence in 2025 and beyond.

During this workshop, you will receive:

• A basic refresher on the advocacy rules that apply to 501(c)(3) public charities;

• Information on how to utilize Bolder Advocacy’s “Advocacy Check-up – Nonprofit Compliance Self-Assessment” to identify recordkeeping and reporting strengths and weaknesses;

• Tips to address compliance gaps in your nonprofit’s operations, including sample policies and timesheets;

• And more!

Who Should Attend? This webinar is best suited for New Executive Directors or EDs who may need a refresher on how to close out their financials and Finance and Operations Senior Staff who oversee close out of financials.

Name(s) of trainer(s): Natalie Roetzel Ossenfort, Program Director, Bolder Advocacy

Subject Area: Compliance

Using Data to Drive Pay Decisions

February 27, 2025

10am-1pm PT / 1pm-4pm ET

Ever wonder the role of data in determining pay scales at your organization?

Join Whitney Herrington and NLA/TCSin this engaging webinar to explore the unique challenges nonprofits face in making fair and effective compensation decisions. Participants will learn practical strategies to evaluate salary data, navigate complex pay-related scenarios, and ensure your decisions align with your organization's values and budget. Attendees will also gain actionable insights for leveraging compensation surveys, peer organization comparisons, and cost-of-living data to determine equitable and competitive pay decisions that enhance organizational culture. This will be a great opportunity to master data-driven approaches to compensation and take your nonprofit's pay practices to the next level! Reserve your spot today!

Who Should Attend? This webinar is best suited for New Executive Directors or EDs, Human Resources, or Operations staff — folks who are making pay decisions.

Name(s) of trainer(s): Whitney Herrington, CEO & Founder, Ascend People

Subject Area: Human Resources

Beyond 501(c)(3)’s: Navigating the In’s and Out’s of Organizational Structures

March 12, 2025

10am-1pm PT / 1pm-4pm ET

What other entities are organizations looking to establish to further their powerbuilding work?

Hosted by Amalgamated Bank, join Deborah Barron, Executive Director at New Left Accelerator and The Capacity Shop to share their powerbuilding knowledge. Some nonprofits are looking beyond the 501(c)nonprofit structures. Innovative social justice organizations are opening corporate entities and building multi-entity nonprofits that use a mix of corporate, nonprofit and PAC structures to build power. Learn more about the various types of structures available, and the pros and cons of each. Reserve your spot today! 

Who Should Attend? This webinar is targeted at Operations Staff and Executive Directors responsible for compliance.

Name(s) of trainer(s): Deborah Barron, Executive Director at New Left Accelerator and The Capacity Shop along with Amalgamated Bank

Subject Area: Bold & Safe Series

Community Safety Principles Under Authoritarianism

March 19, 2025

10am-12pm PT / 1pm-3pm ET

How can we keep each other safe in times of such elevated risk? How can our organizations and leaders bring about safety without reinforcing policies and practices that fall short of our vision for a better world? Join New Left Accelerator Operations Manager and values-based community safety practitioner Shawn Fischer, to discuss frameworks for community and organizational safety. Our communities have been keeping each other safe for centuries, we will collectively ground ourselves in our struggles, while also right-sizing to the complexity of this moment. We can absolutely keep each other safe, and we can do it together! Reserve your spot today!

Who Should Attend? This webinar is targeted at Organizing and Operations Staff, and Executive Directors.

Name(s) of trainer(s): Shawn Fischer, Operations Manager, New Left Accelerator

Subject Area: Bold & Safe Series

Employment Law 101 for Values-Based Organizations

March 20, 2025

10am-12pm PT / 1pm-3pm ET

Do you understand the importance of employment law as your organization grows to do more powerbuilding work? Join Jim Burton & Jacqueline Mendez Soto, partners of Barton Mendez Soto, and NLA/TCS to understand how employment law is essential as your nonprofit grows from a grassroots movement to an established change agent. Learn how local, state, and federal regulations impact worker classification and minimum wage laws for part-time and temporary staff. Ensure your HR policies align with your values, foster a positive organizational culture, and protect your organization from financial and reputational liability. An Arizona breakout group will be available at the end of the training to answer any questions specific to AZ-based organizations. Reserve your spot today!

Who Should Attend? Operations and Human Resources Staff, Executive Directors- folks who are making employment decisions.

Name(s) of trainer(s): James Barton and Jacqueline Mendez Soto, Barton Mendez Soto

Subject Area: Human Resources

Financial Management Practices

April 9, 2025

10am-12pm PT / 1pm-3pm ET

Details to come soon!

Name(s) of trainer(s): Amalgamated Bank

Subject Area: Bold & Safe Series

Performance Evaluations 2.0: A Deep Dive into Methods and Approaches

March 27, 2025

10am-12pm PT /1pm-3pm ET

You've determined that performance evaluations are essential—but how do you design an approach that truly fits your organization’s needs? This session takes a deep dive into the methods and approaches of performance evaluations, helping you refine your decision-making process. Through practical guidance, real-world scenarios, and structured decision-making frameworks, you'll leave this session equipped to develop an evaluation process that is intentional, equitable, and forward-focused—ensuring staff are assessed on clear, known expectations that support growth and accountability. This training builds upon concepts explored in November’s “Designing Effective Performance Evaluations” but don’t worry if you didn’t attend that session. Even if you’re engaging in this conversation for the first time, join us for valuable insights into effective and meaningful performance evaluation strategy. Join Logan Gelabert of AscendPeople and NLA/TCS for this deep dive into performance evaluations. Reserve your spot today!

Who Should Attend? This webinar is best suited for New Executive Directors or EDs, Human Resources, or Operations staff — folks who are engaging in performance evaluations.

Name(s) of trainer(s): Logan Gelabert, Senior Consultant (she/her), Ascend People

Subject Area: Human Resources