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Webinar | Unlocking the Power of Your Non-Profit Board Experience
Thursday, June 08, 2023, 11:00 AM - 1:00 PM PST
Category: Southern California

Unlocking the Power of Your Non-Profit Board Experience

11:00 AM - 01:00 PM (Pacific)
12:00 PM - 02:00 PM (Mountain)
01:00 PM - 03:00 PM (Central)
02:00 PM - 04:00 PM (Eastern)

Overview

The SoCal PDA June program will be a Zoom meeting open to all PDA members. Our expert panel will lead the discussion on how non-profit board experience can enhance your candidacy as a for-profit board member, addressing topics such as:

Strategic Planning: Non-profit organizations often operate on limited resources and require effective strategic planning to achieve their goals. The experience gained from creating and executing strategic plans in the non-profit sector can be valuable in a for-profit board setting. The ability to think critically, plan effectively, and identify areas for growth can help guide the direction of the for-profit company.

Financial Management: Non-profit boards are responsible for overseeing the organization's financial management, including budgeting, forecasting, and fundraising. This experience can translate to for-profit board positions where financial management is also a critical aspect of the role. Understanding how to read financial statements, identify financial risks, and develop strategies for financial growth can be invaluable in guiding the financial decisions of the for-profit board.

Stakeholder Engagement: Non-profit boards often interact with a variety of stakeholders, including donors, volunteers, and community members. These skills can translate to for-profit boards, where engagement with stakeholders, such as shareholders, employees, and customers, is critical to success. Understanding how to communicate effectively, build relationships, and maintain trust can help for-profit boards navigate complex stakeholder relationships.

Overall, non-profit board experience can offer a unique perspective and set of skills that can be valuable in for-profit board settings. By leveraging these experiences, individuals can bring a diverse set of perspectives and insights that can help guide the success of for-profit companies.

Agenda

  • 11:00 - 11:30 (PDT)   Welcome and Introductions
  • 11:30 - 12:30 (PDT)   Program           
  • 12:30 - 1:00 (PDT)     Questions and Answer Session

Registration

$  0  Member Registration Fee (PDA members use discount code MemberGuest to register a complimentary guest)
$ 30 Non-Member Registration Fee 

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Thank you to our National Sponsors!

 Panelists

          James A. Floros
Founder & CEO
Floros and Associates

 

James Floros (Jim) is a 39-year nonprofit professional – 29 years of that as a CEO. Jim started his nonprofit journey at the World Headquarters of Project Concern International where he last served as the Director of Community Relations. From there Floros took his talents to the Burn Institute where he first served as the Director of Development and then, 18 months later, moved into the CEO role, which he held for 20 years. During his tenure at the Burn Institute, Jim helped build the organization into the leading Burn Foundation in North America and received the prestigious National Burn Prevention Award and the San Diego County Fire Chiefs’ Maltese Award. 

In 2013, Jim joined the Jacobs and Cushman San Diego Food Bank where he led the agency to become one of the top food banks in the nation. While at the Food Bank, Jim has received numerous awards including AFP Outstanding Development Professional of the Year and Nonprofit CEO of the Year (2016 & 2020). Jim and the agencies he has worked for have raised in excess of $150,000,000 during his tenure. Jim left the Food Bank in 2021 to pursue his consulting business (Floros & Associates) and passion for the nonprofit sector. Jim is a graduate of the University of San Diego.


          Deb Nelson
Partner in charge of Non-Profit Practice
Eide Bailly

 

Deb Nelson leads Eide Bailly’s Nonprofit Industry and is responsible for setting the strategic vision for the industry and identifying purposeful solutions that address nonprofits’ needs. Deb has over 18 years of specialized tax experience working with nonprofit organizations, including charities, health and human services organizations, social clubs, trade associations, education and private foundations. Deb works with organizations to address a wide range of tax issues that may threaten their tax-exempt status or result in unexpected penalties. Nonprofits have unique needs that demand specific knowledge, attention to detail and solid advice. Deb helps organizations make confident decisions and offers guidance to keep their tax-exempt status protected.

Deb works with organizations to understand the impact of tax law and reporting changes and develops planning strategies to address them. In addition, Deb provides tax consulting, planning and compliance services for a variety of nonprofit organizations. Specific focus areas include formation of tax-exempt entities, unrelated business income studies, IRS examinations, charitable giving, developing of policies and procedures, and review of investments and foreign activities for potential foreign filings.

Deb regularly presents to audit and finance committees and boards on what they should know regarding the Form 990, current trends at the IRS, and overall industry updates. Deb serves on two nonprofit boards and uses this experience to provide perspective on issues of importance to boards.


         

Dawn Reese, CFRE 
Chief Executive Officer
The Wooden Floor

 

Dawn S. Reese, CFRE is the Chief Executive Officer of The Wooden Floor. She is a social innovator who leverages her unique blend of experience in business, technology, education, and the arts to propel young people forward. During Dawn’s 14-year tenure, the organization’s budget has grown from $2.1M to $3.6M and she has led growth efforts to scale its impact, both locally and nationally. The Wooden Floor’s mission is to inspire and transform the lives of young people through the power of dance and access to higher education. Since 2005, 100% of the students who graduate from The Wooden Floor immediately enroll in higher education. Dawn has been honored with the following awards: 2023 Empowering Lives Award by Templo Calvario, 2022 Orange County Visionary by the Los Angeles Times Orange County, 2020 Women of Distinction Award from 34th CA Senate District2019 Women Breaking Barriers Award from Connected Women of Influence, the 2018 Founders Award from the Institute for Community Impact, the 2016 Center for Leadership Award for Innovation from California State University Fullerton, and the 2015 Difference Makers Award by the Santa Ana Chamber of Commerce. Dawn currently serves on the Board of Directors for the Passkeys Foundation as Board Chair, OneOC as Audit Chair as well as Advisors in Philanthropy Orange County, OC Forum, Orange County Music and Dance, and the Santa Ana Chamber of Commerce. She is on the Board of Advisors for the Center for Leadership – College of Business and Economics at California State University, Fullerton, and a mentor at CSU Long Beach Student Center for Professional Development. Dawn founded the OC Nonprofit CEO Forum and Co-Chairs the Santa Ana Youth Mental Health Sub-Committee for the Santa Ana Task Force. Dawn is an author, mentor, consultant, and national conference presenter on the topics of leadership, strategic planning, board governance and board diversity, and fundraising.

Prior to The Wooden Floor, Dawn held the position of Chief Financial Officer and Managing Director of Opera Pacific. She began her career with The Oaktree Consulting Group, a management consulting and CEO Coaching firm for the high technology sector where she gained expertise in strategic planning, finance, human resources management and corporate governance. She lives in Huntington Beach, California with her husband Eric, and has one adult son.


Moderator

          Sue Waterbury
Partner in charge of Non-Profit Practice
McDermott + Bull 

 

Sue Waterbury serves as a Partner at McDermott + Bull in the New York office, where she leads East Coast business development, and executive search for the nonprofit sector nationally. Committed to value, transparency, and diversity, her collaborative approach ensures a thorough and successful search process. 

Sue has an impressive record of success in executive search, working with organizations to recruit leaders to bring about change, growth, and impact. She is a true partner to her clients developing intricate strategies around organizational design, recruitment, and onboarding. From large complex national and global organizations to small privately funded foundations and start-up nonprofits, she has partnered with human services, medical research + advocacy, environmental, education, and primary healthcare organizations and foundations. This is highlighted through her partnerships with multiple organizations, including Girl Scouts of Greater New York, National Audubon Society, Alzheimer’s Drug Discovery Foundation, Make-A-Wish Metro and Western New York and BronxWorks. 

Prior to her career in search, Sue spent two decades in senior sales positions working in emerging markets as a Vice President for Deutsche Bank and Goldman Sachs.

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