HR & Operations

29 May 2025

Moving From Exhaustion to Sustainability: Promoting Cultures of Wellbeing for Social Impact Leaders

Thursday, May 29, 2025 -
10:00am to 12:00pm
The social impact sector is facing a growing crisis. The lack of deep investments in programs, policies, and practices to promote overall wellbeing and supportive environments are driving staff to leave their roles and the sector at alarming rates...
22 Apr 2025

Navigating the AI Revolution: A Practical Guide for Foundation Administrators

Tuesday, April 22, 2025 -
10:00am to 12:00pm
As AI transforms the philanthropic sector, how prepared is your organization to harness its potential while navigating the ethical challenges? Are you wondering how to separate the hype from genuine opportunities in AI? This hands-on workshop...
07 Nov 2024

Building A Coaching Practice With Your Teams: Purpose, Strategies, and Insights

Thursday, November 7, 2024 -
10:00am to 12:00pm
With an increasing number of organizations using coaching to engage and motivate their staff during the employee lifecycle, what are some key considerations when building a coaching practice in our own organizations? Please join us for this...
17 Sep 2024

Performance Reviews for Changemakers: Can We Do Better?

Tuesday, September 17, 2024 -
2:30pm to 4:00pm
A performance review can be defined as a formal periodic assessment of an individual employee's work performance conducted by their immediate supervisor or manager. Ideally, there is a two-way discussion that encourages the employee's perspectives...
04 Apr 2024

2024 Financial Series: Getting the Financial Information You Need Without Overburdening Grantees

Thursday, April 4, 2024 -
10:00am to 12:00pm
In this interactive wrap-up to the Financial Series, participants will step into the shoes of grantees, providing a new perspective on financial due diligence. Join us to explore what can be gleaned from internal financial reports, such as budgets,...
01 Nov 2023

Shifting to Build More Equitable Practices - From Grantmaking to Evaluation to Vendor Relationships

Wednesday, November 1, 2023 -
2:00pm to 3:30pm
The act of shifting philanthropic practices resides across your entire organization. Join a panel of your peers who have been able to shift their way of working in order to build something new or open up a new possibility in their work. From...
30 Mar 2023

Financial Series: Getting the Financial Information You Need Without Overburdening Grantees

Thursday, March 30, 2023 -
10:00am to 12:00pm
In this interactive wrap-up to the Financial Series, participants will step into the shoes of grantees, providing a new perspective on financial due diligence. Join us to explore what can be gleaned from internal financial reports, such as budgets,...
23 Mar 2023

Financial Series: Using Financial Statements Together with IRS Form 990 to Understand Your Potential Grantees

Thursday, March 23, 2023 -
10:00am to 12:00pm
Financial statements and an organization’s 990 each tell a story. This session will show how using the two financial documents together can yield so much more information than the financial status of the organization.
16 Mar 2023

Financial Series: Looking at the 990 Part I (March 9) and Part II (March 16)

Thursday, March 16, 2023 -
10:00am to 12:00pm
This session will focus on the IRS Form 990, which is used by funders as a tool to track and scrutinize the finances, governance, and accomplishments of grant applicants and recipients. The form creates a level playing field for an otherwise diverse...

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