While we love in-person trainings, we also equally enjoy hosting webinars because it allows us to connect with people all over the country safely. Using best practices we ensure that our webinars are informative, engaging and action-packed with tools and takeaways. We cover a range of topics – from strategic planning and governance to social innovation – and customize to meet the needs of the community and client.

The following are webinars we have conducted for communities and associations – we are excited that these organizations have allowed us to share them widely with our Social TrendSpotters. The videos, slides and materials are all included below. If you have any additional questions after watching, please send them along.

The Good, The Bad & The Ugly: Succession Planning & Executive Transitions

Changes in organizational leadership can bring both tremendous opportunities and challenges. Many founders or long-time leaders struggle with the decision to leave, with worries about their legacy and the organization’s future. For board members, identifying the qualities they need in a new leader and managing the search can be daunting. Every organization eventually has to confront the decision of how to change leadership, and thoughtful planning can ease that transition, whether it’s in six months or five years.

In this webinar, Suzanne Smith, Founder & CEO of Social Impact Architects and Adjunct Professor at UTA/SMU, presents best practices for succession planning. Whether you are working toward an impending leadership change or simply planning for the future, these recommendations will help you outline your path forward to best support outgoing and incoming leaders as well as staff working through the transition.

Governance | Keys to Success for Nonprofit Boards

In this workshop designed as a 5-part series with and for Tahoe Truckee Community Foundation, we cover everything you need to know about good governance. We share shifts in governance related to COVID-19 and how to build an action plan during uncertain times. We know that board members serve nonprofits for the mission, but they stay because they enjoy the work. So, we also share tips and tricks on board recruitment and board engagement to ensure that you build a productive board. If you’re concerned about the impact of COVID-19 on your board, this webinar will give you actionable ideas to keep your board engaged.

Five Ways to Show Love to Nonprofit Donors and Volunteers


In this webinar, we highlight how to show love to all your fans, including volunteers, donors and other stakeholders. We have an energetic discussion and panel led by some of our favorite consultant partners – Tawnia Wise of Wise Resource Development and Aimee Sheahan of Sheahan Communications. This webinar will help you walk away with surprising ideas to thank your volunteers and stakeholders.

Strategy & Impact | How to Level Up Your Nonprofit Through Strategic Planning and Impact Measurement

In this workshop designed as a 5-part series with and for Tahoe Truckee Community Foundation, we cover a broad range of topics related to nonprofit strategy and impact management. We share shifts in strategy and planning related to COVID-19 and how to build an action plan during uncertain times. We also demystify many buzzwords in the nonprofit sector, including social innovation-social enterprise-social entrepreneurship, sustainability, value proposition, collaboration and many others. If you are looking for a refresher on nonprofit strategy, this webinar is for you.

Culture 101 & Cultivating an Entrepreneurial Nonprofit Culture

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In this webinar, we cover background on the importance of organizational culture and how to uncover your organization’s unique culture. We also share how key entrepreneurial concepts and skills can be applied to nonprofit organizations to make them more sustainable and successful. In addition, we discuss the basic elements of an entrepreneurial mindset that offer a practical framework for entrepreneurial activities. This webinar is sure to prompt some great thinking on how to strengthen your organization’s culture.

Collaboration as THE Key to

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Whether you call it a collaboration, a coalition, or collective impact, this webinar will share tips and templates to ensure your collaborative work is productive, including how to best structure meetings, build trust using charters and ground rules, and measure your existing collaborative efforts. We’ll also discuss how to take your collaborative efforts to the next level through honest conversations on building trust, creating meaningful value for all partners, and managing conflict and power structures. Make your collaboration a success with this webinar.

Nonprofit Trends & Actions for 2021


With the devastating impact of COVID-19 on our economy and public health, nonprofits have had to shift quickly to answer the call of their communities. To better understand those challenges and prepare for what lies ahead, we conducted a survey on the top trends in 2021 with a team of cross-disciplinary nonprofit experts and captured nonprofit leaders’ thoughts on revenue, innovation, technology and digital priorities for the year.

In this webinar, we share the survey results on the top trends in 2021, plus tips from our panel of nonprofit financial, social innovation, fundraising and digital marketing experts on actions to take in 2021. Launching a new strategic plan? This is the webinar for you!

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