Tag Archives: Nonprofit Technology Conference

Nonprofit Radio for April 17, 2023: #23NTC & Building An Inclusive Board Culture

 

Amy Sample Ward#23NTC!

Amy Sample Ward, NTEN CEO

Amy Sample Ward kicks off our coverage of the 2023 Nonprofit Technology Conference, hosted by NTEN. They cover the Conference details, and delve into weighing the benefits and risks of the fast-moving technology, artificial intelligence. They are the CEO of NTEN and our technology and social media contributor.

 

 

Renee Rubin RossBuilding An Inclusive Board Culture

Let us explore the signs and symptoms of your board’s current culture, and strategies to be more inclusive and equitable, if that’s something your nonprofit needs to pursue. Let us also dive into how to manage toxic people on your board. Renee Rubin Ross is founder and CEO of The Ross Collective.

 

 

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[00:00:11.08] spk_0:
Hello and welcome to tony-martignetti

[00:00:13.08] spk_1:
non profit radio.

[00:02:02.99] spk_0:
Big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. We’re beginning our 23 N TC coverage this week. And, oh, I’m glad you’re with me. I’d have to undergo counter immuno electrophoresis if you opposed me because you missed this week’s show. 23 N T C Amy Sample Ward kicks off our coverage of the 2023 nonprofit technology conference hosted by N 10. They cover the conference details and delve into weighing the benefits and risks of the fast moving technology, artificial intelligence. They are the C E O of N 10 and our technology and social media contributor also building an inclusive board culture. Let us explore the signs and symptoms of your board’s current culture and strategies to be more inclusive and equitable. If that’s something you’re non profit needs to pursue. Let us also dive into how to manage toxic people on your board. Renee Reuben Ross is founder and CEO of the Ross Collective on Tony’s take 2 23 N T C. Thanks. We’re sponsored by Donor box with intuitive fundraising software from donor box, your donors give four times faster helping you help others. Donor box dot org. And I’m sorry, my voice is a little horse because I did spend so much time capturing interviews at 23 N T C. Here is 23 T C with Amy Sample Ward.

[00:03:08.83] spk_1:
Welcome back to tony-martignetti, non profit radio coverage of 23 N T C. You know that it’s the nonprofit technology conference hosted by N 10. This is not our first interview today, but I’m sure that this is going to be the kickoff of nonprofit radio’s coverage of 23 N T C where we and you’ll find out why very shortly where we are sponsored by Heller consulting to technology strategy and implementation for nonprofits. The reason that we’re going to do this interview first of the many 20 to be exact interviews from 23 NTC is because with me now is Amy Sample Ward. You know who they are, the CEO of N 10 and our technology and social media contributor, which makes them the grand imperial wizard and Grand Poobah of the 2023 nonprofit technology conference. Amy Sample Ward. It’s a real pleasure to see you in person. It

[00:03:25.91] spk_2:
is wild to get to see you in person after all this time. I know I, I am touching you and I think I need to update my, my business card. The uh I have a whole string of titles now, I guess

[00:03:28.75] spk_1:
well, to the extent you’re willing to put on your business card.

[00:03:33.04] spk_2:
This was all a

[00:03:43.27] spk_1:
joke. But nobody uses business cards anymore. So I’m not offended. Although there’s this little stack of cards, I’m trying to get rid of. Still some people take them. Yeah, there are some, maybe,

[00:03:45.35] spk_2:
maybe they’re really helpful. Maybe

[00:03:47.33] spk_1:
they’re all boomers. I don’t know. But somebody, somebody’s, there are people who would rather not just scan a code, would rather take a physical card. So I have

[00:03:57.10] spk_2:
actually don’t even have business cards. You don’t, I don’t have business cards no longer if I wanted to

[00:04:06.11] spk_1:
no longer. Okay. That’s fine. Well, then don’t add it to your business card. Um We’re at 23 NTC. Congratulations.

[00:04:11.57] spk_2:
Congratulations happening. We are looking around at a big old hall. There are booths, there are people, there are snacks.

[00:04:21.96] spk_1:
How many people, how many people are here with us in Denver? We

[00:04:30.14] spk_2:
have 1600 people here in Denver. 400. That’s a lot of people online. Four

[00:04:33.31] spk_1:
104 100 virtual 1600 in person. Yes, we’re feeding 1600 people toilet ng for 1600 people. Yes, we have, we

[00:04:43.17] spk_2:
have lounges, we have many parks. We have everything.

[00:04:47.19] spk_1:
Yes, there’s, there’s a quiet room, there’s birds of a feather rooms. There’s yoga. There’s,

[00:05:18.21] spk_2:
did you see the, the everybody yoga out downstairs earlier? It was beautiful. It was like 50 people and it was yoga. You don’t need to have ever done. Yoga before you don’t need experience for everybody. You know, there were folks who were in chairs versus sitting on the floor, you know, and everybody was just doing it all together out in that big foyer downstairs. Yeah. Yeah, it was, it was beautiful

[00:05:23.26] spk_1:
wall of windows.

[00:05:42.24] spk_2:
Yeah. I mean, we can be at a technology conference but I think, you know, we’ve talked about this lots of times whether it’s the NTC or, or just how we think about technology in general. It’s actually not about the technology, right? It’s about people and people being able to meet the needs they have and honoring that those needs are different for different people. You know, like there have to be a lot of different lounges because you maybe want a different lounge that I want, right? Like somebody wants to not be talking. Tony-martignetti wants to be talking, you know, like to

[00:06:08.22] spk_1:
talk. Yes, indeed. Right. So you, yeah, you take care of the whole person, you the NTC collective, the collective. Yes, the collective. Absolutely. Um Today’s keynote. Yeah, I don’t know which of the three I was interviewing

[00:06:13.50] spk_2:
this morning was no ball.

[00:06:15.34] spk_1:
Okay. What was, what was their message?

[00:07:16.99] spk_2:
She had so many different things to talk about. And one thing that I want to call out and that encourage people to maybe think about themselves and go follow, go find she’s written books. She has lots of ways that you can follow her content. But this morning, we talked a lot about technology as a social economic and political practice. It is it is happening, you know, it’s not static, it isn’t just there. These are, these are ways that certain economic issues, classes dynamics are, are, are actively being managed. These tech through technology power, social dynamics are being managed, right? Like those things have been baked in from the beginning. So when we think of and we’ve certainly talked about this before, like bias that gets built into a tool. It isn’t just I like orange and you like blue or something, right? It’s biased that some people will forever be able to better use that tool. It’s bias that some people maybe never access that tool. That um the, the idea that we are in surveillance systems all of the time and we are kind of being told these are utilities, we must all use these tools right there. Their convenience, they’re making our lives better

[00:07:45.95] spk_1:
safety and security are often uh just justifications. Yes.

[00:08:51.14] spk_2:
Yes. And even if, even if it does feel this is this is the point that made this morning, maybe it does feel kind of casually better that the ads you’re getting are things maybe that you actually would consider buying versus something that’s totally unrelated to you that is not worth you. Your data being sold, used, misused and deciding who you are, right? Some of some of our data being sold um and being used by other, other. Well, anyone that isn’t us is deciding, can you get alone? Right? Can you do? Are we even gonna, like, actually believe that you can graduate from college? Are we gonna let you in? Are we gonna hire you for this job? Right. Um, so it isn’t just this like, I think we kind of, um, anim eyes it or make it, make it so generic that it loses a little bit of its harsh reality when we think, oh, the data is out there but whatever, it’s like my purchase history and I like that they recommended a good product, right.

[00:09:05.44] spk_1:
Right.

[00:09:56.03] spk_2:
But, but that same data set is determining if you know, like Sophia said in the UK, banks are looking at social media to decide if they’re going to give you a loan. Does it look like all the people that you’re connected to our, like historically separated from any access to wealth? Well, we’re not going to give you a loan. Well, then that means we’re not using, we’re not predicting anything we are deciding with that technology, right? This isn’t predictive analytics, this is restrictive analytics, right? We’re using this to gate keep and to continue to oppress people. Um And I think a really big part of that conversation too was we everybody here at the NTC and folks that are listening to non profit radio are folks who are both the users impacted by that and organizations in a position to maybe not realize they’re playing a part in that, you know, like, maybe you’re sending all of your users into those tools because it was easier. Or you thought they were already on Facebook or even if it’s not social media, you’re using a certain product and you didn’t realize that

[00:10:23.67] spk_1:
because you didn’t do your due diligence around exactly their privacy rules. Jeez. You gave me chills. I’m getting my synesthesia kicked in and I’m sure it’s not the air conditioning, that’s it. We need to show about this remarkable

[00:10:34.23] spk_2:
this,

[00:10:34.53] spk_1:
right? We could be contributing ourselves, right? Uh innocuous, unknowingly

[00:12:18.15] spk_2:
unknowingly, right? Um And she works um and as a faculty and leading a department at U C L A and brought up an example from the academic world of years ago when there was the tool that was being sold marketed to professors and universities that you could upload all of your students papers into it. And then it would tell you if they had plagiarized from the internet, you know, oh, that’s something else that already exists. And she and her colleagues immediately said, oh, this is not good. This is actually not good. And a lot of other folks like, what do you mean this means like we’re catching the students who were trying to plagiarize. Of course, we all know that means that small successful company got bought by a bigger company who knew what they could do with a big old data set. Right. So what just think if you wrote a paper in college when you’re still trying to, like, figure out your ideas and you’re still learning, like, the paper is meant to be a learning practice. It’s, it’s not meant to be published for the world. And now 15 years later you’re applying for a job and that shows up, you know, as part of your data record. Right. And maybe it has ideas that you fundamentally don’t believe now or even ever, but didn’t really know what you were saying and now you can’t get a job because people see this and say, oh, you wrote this paper. So as organizations, when we think we’re saving time or we think that we’re doing something by, by letting the robots do it so that we ourselves are not subjectively making decisions, right? We might actually be making even harder subjective decisions down the line for those people, right? We might be setting them up into systems where their data and their issues are.

[00:14:14.62] spk_1:
This is so enormously timely with, with all the talk about artificial intelligence, chat, chat GPT. The other ones I can’t name off the top of my head and, and our use our use of them. Look, there was a guest on maybe an hour and a half ago. He said we’re not going to know it was Maureen will be off. I think we’re not, we can’t stop this. It’s like trying to stop the the, the innovation around automobiles, you know, or the phone or trying to stop airlines, airplane, airplane flight, it’s not possible but are smart use of it and, you know, are constrained use of it. So I shared with this another thing you and I, you and Gene and I need to talk about this, the three of us together, informed, informed and, and thoughtful and, you know, I’m concerned about the, the more the likely less the due diligence, but just the thought that goes into it. My concern is that I shared this with Maureen and um the advice, a lot of the advice that I see is use artificial intelligence as a first draft. And then so you’re not, you’re no longer facing the blank page, put a pin, I’ll come back to that in a second and then you put your own tone to it, your own language. That’s exactly my concern. You’re reducing yourself from creative thinker working from a blank blank screen to, to relegate it to copy editor. And I don’t mean to insult any copy editors

[00:14:21.63] spk_2:
very valuable

[00:14:22.73] spk_1:
but not nearly as creative process as looking at a blank screen working from

[00:15:28.53] spk_2:
nothing. I think the really big piece of that is we have seen plenty of evidence. We do not need more evidence to know that what these artificial intelligence tools are providing to us is misinformation. The tool is not only giving us quote unquote facts, right? So it isn’t even that you need to add a copy editing layer. If you were to do that, you would need to go back and actually say, is any of this real like Sophia Sophia said this morning, they had received um you know, that other people in academia are making this point of, you know, oh, this is leveling the playing field, right? Because now folks who maybe aren’t naturally confident or comfortable writing and they communicate better in other ways. Now they could use artificial intelligence to help them get a jump start on the paper and then they edited and you know, whatever, but they have reviewed papers written in this way. All of the footnotes are not real articles, they’re not real books, right? Because artificial intelligence made up a book to reference. So

[00:15:38.17] spk_1:
the footnotes are not

[00:16:02.10] spk_2:
real, right? Because artificial intelligence was told to make a footnote. So it notated words in the format that it learned online is what a footnote looks like, right? So the idea that it is there, I like I like you’re saying, you know, the idea that gets us started and then we go in and like we judge it up. No, I mean, unless you’re using it for the outline structure of, I want an intro paragraph and then I want, you know, but what, what then is left that is viable. We are not helping people get a jump start. We are actively creating more in misinformation in in content.

[00:17:14.98] spk_0:
It’s time for a break. Stop the drop with donor box there. The online donation platform. How many possible donors drop off before they finish making the donation on your website? You can stop that drop and break that cycle with donor boxes. Ultimate donation form you added to your website in minutes. There’s no coding required when you stop the drop, the possible donors become donors. It’s four times faster. Checkout easier payment processing, no setup fees, no monthly fees, no contract required. You’ll be joining over 40,000 us non profits that use donor box, donor box helping you help others at donor box dot org. Now back to 23 N T C.

[00:17:24.69] spk_1:
There’s another layer on top of that because you mentioned the footnote specifically uh linkedin Post someone I I follow a lot on linkedin. He follows me. Um I think I can George Weiner at the whole whale whole whale. Um

[00:17:33.94] spk_2:
Who’s maybe here

[00:17:35.73] spk_1:
is George here, George,

[00:17:37.74] spk_2:
I don’t want to be part of this information, but I think that George might be

[00:18:11.92] spk_1:
here. His concern was he did a search of something that whole whale is very well known for. I guess it was, I think it was S C O basic seo basically. And um he did a search in artificial intelligence. He was using an AI tool for search and it came up with a top result that was taken from Whole Whales resource page or something. And it credited Hole, it did credit Whole Whale. His concern was that the next step would be, it would take from Whole Whales resource page and not credit Whole Whale, right? There was no requirement for it. So in this case, it was a legitimate footnote, but his concern is that it’s gonna be stealing his intellectual property and not crediting him in whole

[00:19:24.95] spk_2:
Whale. Because if you think about what artificial intelligence is doing is like at scale able to read all of the internet, right? We’re not able to read all the internet. It’s reading, not technically all of it, but like, you know, so much more of it than we could read without the kind of human context that we’re able to put on something. I know that on the nonprofit radio website, there are pieces of content where you’ve said, Amy said, quote blah, de blah, de blah, right? I work at N 10. My name is Amy Sample Ward. The idea that artificial intelligence would know to read the next sentence to know that I said the thing when that thing is all that mattered because it was relevant to what it was trying to create. And even if it did create a footnote, it would likely be non profit radio, right? But the radio show doesn’t talk, right? It wouldn’t be crediting you. So it’s already set up to fail.

[00:19:35.14] spk_1:
But even the greater likelihood is that it’s not going to credit anyone. It’s just going to take the it’s going to take the intellectual property,

[00:20:08.19] spk_2:
right? Of course. And so, you know, I think we’re over estimating what it could do and putting human expectations onto artificial intelligence that it can’t and shouldn’t, it doesn’t need to be human, right? But we are we are blurring the lines of what is best for humans to do and what is best for a data crunching tool to do, right? We did talk about things I

[00:20:26.90] spk_1:
feel like I’m drowning, drowning in the ocean that I live across the street from. Look. Um Alright, so we know we need to talk about this again, but I mean, I guess you know what we’re talking about is thoughtful use, but I’m not, I’m not convinced that humans are thoughtful enough to to to to thoughtfully use this wave. That’s the tsunami that that’s gathering such speed that even Elon Musk said, signed something that said, let’s take a six month pause, which

[00:20:45.04] spk_2:
which, which is ridiculous. Well,

[00:20:48.70] spk_1:
but, but the idea that there be a pause and artificial pause in in technological growth is absurd.

[00:20:56.52] spk_2:
So this thing, what we know of is not actually accurate to what has currently been developed that just hasn’t been released.

[00:21:02.62] spk_1:
I don’t know it’s happening nefariously and, and the Washington Post will uncover it in, in six months or something when it’s already too late.

[00:21:13.26] spk_2:
And I think

[00:21:14.47] spk_1:
the point is it’s not stopping and no, we need to be thoughtful, but I’m not, I don’t have a lot of confidence that were thoughtful enough beings to not take advantage of this

[00:23:18.18] spk_2:
about necessarily that were not thoughtful and we need to be more thoughtful. I think what, what I see at least, and here in the community is that folks feel like there wasn’t a choice. This was the only tool that was available and we’re sitting in the middle of a giant exhibit hall, right? With like 100 and 20 people. And there are people in here that do the same things as each other. You know, there’s no other nonprofit radio in here. But, but there are people, you know who do the same thing and the the illusion that we don’t have a choice as individual nonprofit organizations or as individual users of technology is a myth that is being over and over and over told to us so that we don’t go looking right? That we don’t unsubscribe that we don’t opt out that we don’t say no, you cannot have my data, right? Because that’s the say it’s the same story of you need this, this is useful to you. This is improving your life is also and don’t look behind the curtain. There’s nowhere else to go. There’s no one else, you know, because that’s, that’s the power that is the that is that political, social, economic practice that’s happening by technology to keep us as we are, right? And so breaking out of that is not okay. Everybody here has to go make their own tools. That’s not what I’m saying either. Even just knowing that there are options, pushes you into thoughtfulness because now you’re saying, oh, well, how would I decide between these? Let me ask some questions, right? And when we think there’s no choice, we don’t bother asking the questions. We don’t know what they’re gonna do when we sign up for their product. Right? So even just thinking, well, let me like, shop around already sets us up to be so much more mindful of what we’re doing with technology, the decision, the investments we’re making, you know, what products were putting our communities data into, you know,

[00:23:22.21] spk_1:
your consciousness, right?

[00:23:40.59] spk_2:
So I don’t think it’s hard to like turn that to go over that hump. And it’s not like we’re asking everyone to become enlightened on a topic that they’ve never heard about were saying just ask questions. I know that there is more than one option, right? Um And that already gets you moving the power back on to your side, right? They are answering to you now versus you feeling like, well, I just signed up and now now we’re using this tool, you know, you have

[00:24:08.84] spk_1:
options, you have options. NTC is one place to find out what those options are. 10 is thoughtful use of technology and 10 the courses and you can do them for certification for God’s sake. If you need certification diploma, they have them. Uh 24. Yes,

[00:25:07.14] spk_2:
Portland, Oregon. We really thought when we had the NTC in Portland in 2019. Um and we thought, oh, everybody loved it. We just got so much great feedback from the community that the city was fun and accessible, that restaurants were good, you know. Um People had a great time and we’re like, okay, well, we can come back to Portland. Let’s really put this a long time from now and now it will be, you know, we just had Denver and then we’re back in Portland because we had three years of not being on offline. So, yes, back in Portland, everyone on the team is super excited just to be back in a place we’ve been before and it makes all the decisions easier. Um We already have ideas for making it better. So, and, you know, we’re in Denver here, but we’re also online and there are sessions that are only in Denver, their sessions that are only online and then there are sessions that are simultaneously in both places. And let me tell you, we are learning a lot.

[00:25:20.41] spk_1:
There’s a lot of that takes a lot of technology support, especially the, the ones that are here and virtual.

[00:25:31.86] spk_2:
Yes, I would say in person stuff, you know, fine under control, you know, regular snap,

[00:25:36.15] spk_1:
totally

[00:25:54.20] spk_2:
online stuff also totally fine, you know, every once in a while somebody logs in the wrong zoom or, you know, whatever, but that’s fine. It’s the hybrid sessions where we have really asked a lot of technology and technology seems to still be deciding how it feels about us. What does it

[00:25:59.14] spk_1:
look like in those rooms? Can camera, can we see the the audience members who are virtual screen with all of them?

[00:26:35.76] spk_2:
Both places can see, you know, back between and we have and 10 staff person or one of our trained volunteers is a host on both sides so that there’s somebody who’s not the speakers or the attendees themselves trying to say somebody has a question or the questions over here or you know, like those two hosts can talk 1 to 1 and like own their side, right? So we have those two house, we have the actual like zoom and then we have all of the technology that needs to be in the Denver room to make sure that the microphones are sinking in real time to the stream to the video, to everything else.

[00:26:55.46] spk_1:
Yeah.

[00:27:59.56] spk_2:
And honestly, so far, knock on wood, I think we had a snafu this morning where, you know, and it’s like the perfect worst thing to happen. You know, the bad thing that happened was volunteers wanted to make sure that their sessions were great and tried to log in early to set them up early. And so they booted the session that was already happening. So it wasn’t like nobody came or nothing ever happened. You know, the caption ear’s have all been there and it’s the normal caption team we work with who are just so great and consistent. All the volunteers have been early, if not on time, you know. So the pro and then we realized, oh, the problem is that, that volunteer logged in? Oh, that’s why we all got booted. Oh, they were able to figure it out. Send a message to everyone and say if your shift starts at 9 15, we mean 9 15, we do not mean 9 13. Yes. So it wasn’t easy to fix challenge,

[00:28:02.27] spk_1:
conscientious volunteers. Not

[00:28:20.38] spk_2:
so we’re learning a lot about like what prep do the folks on both sides really need to pull that off. Like maybe maybe, you know, Ash and Jeremy and Drew have a session with you in the summer and talk about doing hybrid virtual events and how to make them really successful. You know, people are still doing. I mean so many folks fundraising gala have kept the hybrid piece where they’re like, oh, we could have 100 people at home donating that we didn’t buy food for. Yes, please, you know. Um so I think I think we’re really gonna see hybrid stay around. People are gonna want to keep doing that. Um and you know us, we’re happy to share all of our mistakes so that you can learn from them. Yes.

[00:29:30.55] spk_1:
Alright. Alright. So 24. So I would expect 24 NTC is also going to be a hybrid. It sounds you wouldn’t abandon that. All the learnings. Yeah, all the, all the problems next year, it’ll be 800 virtual. Alright, thank you. All right, we’re looking forward to 20 well, we’re loving 23 NTC here in Denver. Looking forward to next year. You and Gene and I, I think we just picked, identified probably three different subjects that the three of us could spend an hour talking about. I’m glad, you know, I’m glad I’m not the only one who’s concerned, even George wegner kinda, you know, he was more leaning towards, well, the risks aren’t, you know, I don’t, I don’t think that, that, that had great. Yeah, but I, I need George to be more and more thoughtful before he comes down on one side or the other.

[00:29:42.55] spk_2:
And I think that from, from any position

[00:29:44.61] spk_1:
Georges, let me just not put it on George wegner. I need the Georges Georges to be more

[00:30:56.77] spk_2:
thoughtful. I think it’s important to also remember that when we’re thinking of what are those risks, we’re filtering that through. What do I think those risks are? And, and I, or you and who you as the listener, whoever the one asking that question cannot be the one assessing risk for everyone. You have not experienced the same harm that everyone has experienced from tech in Ology. You maybe don’t have the same view of what you need that technology to do so, the idea that any one of us could say, oh, the risks aren’t that bad or these are the definitive list of risks. We just can’t, you know, it’s too dynamic of a constantly changing situation to say that the risks, the risk list stops or that it is or is not too much to care about, right? Because for some folks, there are people who are not online because of these risks, right? They are choosing to not even have access to some of the utilities that we all can benefit from working remotely, having access to education remotely because these risks are too harmful, right? So I just want to caution any of us from saying this is it or this is the view, right? The view is changing every day when all the people in this room release a new version of their product, right? Or by each other and decide to do different things and it’s

[00:31:12.82] spk_1:
also very personal. Yes, it has to be personal, organizational

[00:31:37.77] spk_2:
and that’s the that’s the place from which I want everybody here to take their duty, right? Is that it is personal and you have a duty as an organization to honor that personal level of choice and risk for every community member that you are expecting to give you their data, right? That you’re expecting to trust you. And that that’s kind of an entry point to to that mindfulness around technology is like it’s not yours. It is theirs. And are you allowing them to have choice? Are you allowing folks to decide how much data to give you a knot or what you can do with their data? Like it just opens up a whole five more shows of what we talk about, right?

[00:32:02.44] spk_1:
Alright, good. This is not, this is not there, this is not their last appearance.

[00:32:06.97] spk_2:
Let’s talk about Jean about the legal piece of that too, right? Because there’s a social conscience of what you do with your community members, data and there’s actual legal.

[00:32:46.00] spk_1:
We will, we will. All right, Amy Sample Ward, the C E O of N 10 grand high exalted mystic ruler of 23 NTC. Um I was surprised to see them walking on the street today. I thought I’d see them in a chauffeured limousine. You bring 1600 people in the city of Denver. I thought you get the penthouse suite concierge Bellman. Okay. Thank you very much. So. Good to see you. Thank you and thank you for being with our 23 NTC coverage where we are sponsored by Heller consulting, sharing the booth with us doing technology strategy and implementation for nonprofits. Thank you.

[00:33:04.34] spk_0:
It’s time for Tony’s take two first. I need to thank Heller consulting. So thank you Heller consulting for your sponsorship of tony-martignetti non profit radio at the 2023 nonprofit technology conference.

[00:33:21.78] spk_1:
Very

[00:34:52.37] spk_0:
grateful that we shared a large booth together that I was able to make lots of interviews to Heller after each interview, bringing folks over to meet the Heller team that was Kaya and Paige and Jet. And I also met the CEO Keith Heller. Uh Thank you. Thank you. Hello, consulting for partnering with me, sponsoring nonprofit radio at the 23 N T C. Thanks so much. Thanks to the listeners who came by, but a bunch of folks come over say, oh, you’re the, you that radio got, you know, the nonprofit radio guy, one guy said in the bathroom. But in any case, I got a chance to meet lots of listeners. So that’s very gratifying. Thank you to those folks came over. I’m not gonna name who came over in the men’s room. We’ll just leave that uh to lay right there. But thanks listeners who, who joined us at 23 N T C and thank U N 10 N 10 supporting nonprofit radio. I’m grateful for our partnership. Thank you to the team at N 10. Congratulations to the staff for a successful fun valuable conference. My thanks, my congratulations out to end 10. That is Tony’s take two. We’ve got boo koo, but loads more time here is building an inclusive board culture.

[00:35:28.60] spk_1:
Welcome to tony-martignetti, non profit radio coverage of 23 N T C. The 2023 nonprofit technology conference were at the Colorado Convention Center in Denver, Colorado where we are sponsored by Heller consulting technology strategy. And implementation for nonprofits with me now is Renee Reuben Ross. She is founder and CEO of the Ross Collective. Renee Reuben Ross. Welcome to nonprofit radio.

[00:35:35.60] spk_3:
Thanks so much. Great to be here.

[00:35:39.78] spk_1:
Absolute pleasure to have you. Your topic is building an inclusive culture on nonprofit boards. Right. Right. I think I have some sense, but I’m gonna let you articulate because you’ll do it better. Why we need this session?

[00:36:51.10] spk_3:
Oh, wow. Well, so many things. But, um, I think that I do a lot of different things. I do strategic planning and board development facilitation. And I also teach board development at Cal State University, East Bay. And so I’ve had so many, I identify as a white person and consultant. I’ve had so many people come up to me who are on board saying, wow, we are really struggling to build a positive culture and what do we need to do? How can we make things different? And I mean, I would say people of all different racial backgrounds, people who are, you know, people who might just be joining the board, who don’t know what’s going on. And so in, in, in having these conversations, I’ve developed a way of thinking about all right, what are some practices that support boards to do better work? Because I think that many of us, you probably know someone who’s joy. You know, it seems like everybody else knows what’s going on here and I’m trying to catch up, but I just don’t feel like I’m part of this and that might be around information. It might be around the culture in terms of racial equity, it might be around relationships. So, really thinking about what are some great practices that boards can keep in mind gender equity as well

[00:37:18.08] spk_1:
as a board. And there are two women and one’s a woman of color and, and we, you know, we feel minimized. Yes, I’ve heard things like, you know, we feel patronized, minimized. All the power is in the middle aged white guys.

[00:37:45.07] spk_3:
I start with the assumption that we all that we each have something to contribute. And going back to this idea of equity that the people who are closest to the problem should be weighing in on the solutions so that we really need to do consciously design boards and organizations in a way where all voices are heard and affirmed. And that that’s a good thing. That’s not, that’s not anybody losing anything that’s actually all of us getting to do better work that supports everybody. Yeah,

[00:38:01.01] spk_1:
the zero sum game where, well, if, if she has a voice than I’m losing that much of mine. But it’s, it’s, it’s, it’s

[00:38:12.05] spk_3:
ludicrous. Right. Right.

[00:38:12.78] spk_1:
Power is, power is infinite. Power, infinite. So you’ve got some signs and symptoms, indicators of, of what your current culture

[00:39:55.78] spk_3:
is. Right. Well, I am going to have a story that I’m going to share stories. So I was on a board and I had a colleague who came and joined that board. And at the beginning, she was pretty quiet. But then over time, what happened, which I had not expected was she started to come to the board meetings and there was always something bothering her and she was really angry and she, she became sadly this, this angry person in our meetings. And I didn’t expect this. She was someone that I knew she had some good things to contribute. But I started to think about what can I do? And I know that many of my students, many of the clients that I work with have the same issue which we’re going to talk about tomorrow in my session, which is what do you do about somebody who, who has, what do you do about somebody who has become a toxic board member? And so I suggested this kind of, this is really what happens. This is not like, oh, we’ve never met this person before. Usually people who come on board, somebody knows them ahead of time. But what ended up happening was I did my, I did my checklist, which is our, the board procedures. Good. Yes. Are we generally building positive relationships? Yes. Are we honoring equity and listening to all voices? Yes. And then it was like, what I ended up doing was counseling Micah colleague off the board. And I just said to her, you know what I’ve noticed is, it doesn’t seem like it makes you happy to be on this

[00:40:03.54] spk_1:
board. She probably realized it herself.

[00:40:21.46] spk_3:
She realized it herself. I’m somebody who’s not afraid to have the tough conversations. I wasn’t, I wasn’t angry with her. I was stating the truth in a courageous way and it got her to reflect on her participation and to leave the board. What

[00:40:23.47] spk_1:
do you think? Was, was there anything having to do with the, with the organization? Was it was, it was, it was some

[00:40:47.30] spk_3:
other things that were going on. And so many of us have a lot of things that are happening in our homes and with our families that maybe we are bringing to board meetings, right? So it’s really a matter of how can board members act courageous and proactively so that the board so that everybody feels, everybody feels like, wow, when I come to this meeting, things are going in a positive direction because what I’ve heard about boards these days is people really need to feel like their time is worthwhile and if they don’t, they want to do something else, especially now in this post pandemic time, my time is really valuable.

[00:41:13.58] spk_1:
Take off your three little three questions that you ask.

[00:41:16.68] spk_3:
Right. So, so I, so I have this framework that I share with my students, with my clients and my blog. It’s all about, are you utilizing formal practices? So that the first one is formal practices, goals agendas, agreements, term limits. We could just have a

[00:41:34.43] spk_1:
whole bylaws,

[00:41:39.98] spk_3:
bylaws, right? And, and I have, I have encountered or that will say, oh, no, we don’t have term limits. We have people on our board have been here for 20 years. You need to tighten that up. That is not responsible.

[00:41:51.17] spk_1:
You’re saying, I notice you’re saying not just have procedures. Are you following the bylaws may have two consecutive three year terms as the max and you’ve got this 20 year board member. So great,

[00:43:25.55] spk_3:
you got to enforce this and have a way of being in conversation. So first of all, for good, good meeting agendas that are aligned with the goals of the organization. Second of all informal procedures and this is really the relationship building peace. And I think that in these days, if anything, people want more than ever to feel that they feel connected to other board members, they feel a sense of belonging on the board that there’s compassion understanding that, you know, that it isn’t just get the work done, but they’re really that there’s some sort of positive team feeling. And I will say that I share this on a podcast on a webinar and someone said, well, how much does it cost to build? It doesn’t we’re talking a Starbucks coffee. Yes, presence, right? So, so first, so formal practices, informal practice and informal practices given attention, given, given attention really accounting for the fact that people process information differently, learn differently. That’s another informal practice that can really support good, good culture and good

[00:43:33.49] spk_1:
meetings on this, on this one before we move to the third, can other social events for the board which don’t have to be expensive. The person who’s concerned about spending too much money, you can, you can bring everybody into witness, witness some of the work you’re doing if you have that type of work.

[00:45:15.15] spk_3:
But you know what you just is, there was a board that I was invited to join and they said we want to have, we want to have, we’re having all of our meetings at seven a.m. And I was like, I know that I’m a working parent that’s seven a.m. is a horrible time for me. And, and so it is also a matter of being aware of how are, how, how can these practices of, of the board be as inclusive as possible. Um So, so then, and then going on to equity and the reason that so, and I define equity as being committed to shifting systems and sharing power as we talked about before. And the reason that I mentioned equity is that sometimes and I do some work as part of a cross race team where I’m leading along with my colleague, Crystal Cherry. We lead conversations for, for mostly historically white boards around racial equity. Sometimes there is the one person who one person who may be black or who may have something really, really important to say. And that person, even if it’s one person, that person needs to be hurt. Uh And so there’s some, some stepping back that needs to happen on behalf of, you know, by white people sometimes and some real perspective taking to focus more on equity

[00:45:16.30] spk_1:
sharing, power sharing. Uh

[00:45:32.37] spk_3:
And, and this is, we’re all on a learning journey, but it’s like start the journey, the train is going and, and again, if you, when we leave these conversations, we talk a lot about how does this align with the mission of the organization? So we had an arts organization that had their location in a primarily white neighborhood. Um Alright, how do you, what are you going to do in terms of outreach? Given that 45% of your city are people of color. You are not serving the mission to serve the whole community

[00:45:53.92] spk_1:
perceived in the community as a white elitist organization. So you’re not, you’re not attracting new supporters of any type volunteers, donors, board members, whatever is really

[00:46:04.04] spk_3:
about how does this work of um shifting systems of listening to more perspectives, deepen and strengthen the work of the organization?

[00:46:16.29] spk_1:
Anything else on the on the culture? Before we talk about dealing with your toxic person personages?

[00:46:26.56] spk_3:
I think that what I would say is I when I do this work, I encourage, I’m sure you do the same kind of thing. The first step is really assessment. How are you doing right now? And so as people are listening, I would say, put your podcast on pause for a second.

[00:46:52.19] spk_1:
Okay, come back. So, so,

[00:47:17.83] spk_3:
so, and, and these are questions for, for not just for one person, for the whole board. Um I will say that, that we had, we did one conversation with a potential client and it was this man, white man. And we said to him, well, are you building belonging on your board? And, and he said, of course, I am so and we said, well, how do you know? He’s like, well, I’ve asked my three best friends and they all feel a sense of belonging, you know, it’s like, okay, you got to go beyond beyond who you hear from. And maybe that means you survey your whole board or do you have a consultant come in and do interviews, whatever the way that you’re, you’re gathering data, you need to be more comprehensive in, in your learning and perspective taking.

[00:47:44.26] spk_1:
Can we go to toxic, toxic folks had to deal with? I mean, you had a good sample of a good story about your friend, your friend did the board experience.

[00:48:50.06] spk_3:
She’s still my friend because I spoke in a caring way. I wasn’t angry with her. I can see I do that. This is how I approach any kind of service or work, you know, and the same thing that I um that I would suggest for clients, positive or negative. In her case, there was she was having more of a negative experience. So it wasn’t the right fit for her. Other times, sometimes the situation comes up where somebody is on the board, they had a really strong relationship with the previous executive director with the previous staff. And then those people have left, the organization is going in a new direction and this person’s really frustrated. That is a pretty common scenario, right? And so what do you do? It’s up to the new leadership to say yes, we affirm the direction that we’re taking. We’re, we’re sorry that you, that you are not with us, but we are going forward. That’s okay. Again, it’s sometimes leaders, some of the leaders that I meet need just more courage to take this kind of action.

[00:49:10.61] spk_1:
Yeah, other other advice about approaching someone who’s, who’s toxic on a board.

[00:49:17.22] spk_3:
I think that’s just

[00:49:27.99] spk_1:
straightforward factual, you know, conversation. What about, what about in the moment in the, in the, in the heat of a meeting? Someone is dominating the conversation or, or just belittling someone else’s idea? That’s a good, that’s a better example, belittling someone else’s ideas were in the board meeting right now. Thank you for

[00:49:56.99] spk_3:
that. So, some of the practices that I do. So, one of the things that I do when I lead a meeting, I always use meeting agreements and meeting agreements are how it takes a minute or two. How do we want to be together? I have a list of meeting agreements around listening to one another. Curiosity respect

[00:50:03.32] spk_1:
before you joined the board meeting, at

[00:50:06.02] spk_3:
the beginning of each meeting for a minute. And then, and then it’s a matter of depending on how the meeting that helps frame

[00:50:14.81] spk_1:
things. How do we,

[00:50:55.00] spk_3:
is there anything you need to add? Um But I do think that this is where this is where some of this goes back to the framework that I’m a before. Because if, if there is, you want to start with a good agenda and you want, and it is possible to say, all right, well, we’ve been talking about this for 30 minutes. We said we would talk about it for 15. We’re going to cut it off here because we have other things that we need to accomplish and we’re gonna need to talk about this in committee. But so two different things. So one is if somebody is sort of going off, you can use some of those kinds of moves. But then the next part of it is is if someone is belittling somebody, I think that goes back to how do we want to be together and

[00:51:03.86] spk_1:
remind them of what we all agree half an hour

[00:51:06.90] spk_3:
ago and, and have maybe it’s the board president, maybe it’s executive director again, going back to that person. It should be the

[00:51:13.84] spk_1:
board chair in the, in the heat. Of the men in the heat of the meeting. It should be the board chair. It’s their job to run the job to run the meeting.

[00:51:24.00] spk_3:
But it may be that, that person, you want to talk to that person offline, find out what’s

[00:51:27.98] spk_1:
going on. But I’m putting you right in the, in the battle right now. We got to defuse the situation right now because someone is feeling someone has been hurt and, and minimized and someone else’s trotting over them. I think I would like, what do we all agree at the beginning of the meeting? This is not appropriate

[00:51:53.00] spk_3:
and I would go and what I would do would be to go back to them. Like I went back to my colleague and just said, you seem really angry in these meetings were all trying. We’re all working to get more meals to seniors what’s going on. You know, this is really a little bit beyond hear what they have to say and then see what the next step for them is. But, but really, but really again, courage, directness and, and I want to say, protecting everybody in the meeting by, by keeping a safe and caring environment.

[00:52:23.02] spk_1:
It’s also gonna depend on how the person reacts. I think in that moment with apology, you know, I’m I’m sorry, I got carried away versus

[00:52:34.27] spk_3:
okay. Fine. Yeah, that’s true. You’re right, you’re right.

[00:52:36.24] spk_1:
But this possible responses in between those but you know, apology a public apology in the moment goes a long way.

[00:54:03.20] spk_3:
Right. I had, I had another person who reached out to me and said, you know, we have one person who’s hijacking our meetings and he just won’t stop. And so then that was where I went back to my framework. And all right, do you have term limits? Do you have a structured agenda? Do you know what the purpose of these meetings is? I’ll use your checklist to have that structure. Have you talked with other board members to get clarity on what you want and how, how you want to be together and once you can get that, oh and adding the equity piece, are you, can you confirm that this person doesn’t have a perspective that are you sure that this person doesn’t have a perspective that needs to be listened to because I don’t want to, I don’t want to take that off the table. It may be that, that they do. In this case, the person did not. And when, when I talked to this client, it gave her the permission to say, alright, we understand that you want to do blah, blah, blah, but the nine of us don’t. And so we’re going forward over here and it seems like maybe this board isn’t right for you anymore. That’s okay. And that actually kept, it’s that it’s that 2020% of the people or 5% of the people taking up, you know, so much of your time and, and then the board got back on track through that. Okay.

[00:54:05.24] spk_1:
Um What else? What else? We’ve only spent like 20 minutes together? What else are you going to share with folks tomorrow that we haven’t talked

[00:54:12.14] spk_3:
about yet? Yeah, I think that. So I just, this is my first NTC to see how it is. I would say that, that, that

[00:54:23.47] spk_1:
congratulations on being selected as a speaker community, the community voted and chose you.

[00:55:55.14] spk_3:
It’s exciting. Um What I’m trying to do now is create a lot of spaciousness in the meetings that I lead in these presentations. And by spaciousness, I mean, spaciousness, interactivity you’re really giving because people more than ever want to talk, want to have the opportunity to talk. So how I’m, how I lead this conversation, so how I recommend board members should lead these conversations really to say we want to hear from you, we want time for us to talk it through and sometimes there may not be enough time in um in the meetings themselves that may mean that you need to go off and you know, have committee meetings so that you can be more expansive in exploring a certain topic. But really understanding that with everything going on in the world, people are holding a lot and there is a need for more processing of all of this and that needs to go into the design and to just come into you don’t want to come into a room and say, let’s, we’re just getting down to work. It’s really the opposite of that. It’s really what’s here in the room right now. Um, I, I have, there’s a book called Permission To Feel by Marc Brackett. Don’t know if you’ve ever heard of it. And there’s an app to that and it’s really about how you’re feeling right now and it’s such a simple question, but just to say as a check in with your board members, how are you feeling right now? And again, it doesn’t cost very much, but it’s a way to say we’re all here together. But what do you need to leave behind? So you can be here in the room and that creates a lot better work.

[00:56:25.24] spk_1:
You’re promising the folks who attend tomorrow that you’ll, you’ll leave them with a take away the next the next step, next step for building a healthier board. How do you help them identify that next step?

[00:57:33.26] spk_3:
So my, my theory of learning is what you care about. What you embrace. What you notice is what you’re going to start working on. So the reason that I am handing them my hand out with the Venn diagram of these three areas and sorry, I’m being technical, formal practices, informal practices, equity is because I, I don’t, I want each person in the room to reflect on what is working and, and what they want to do next. And to commit to something, right? Something that they want to change in the organization. And it might just be, um, I’m gonna go back to my board and I’m gonna share this with them and we’re gonna have, uh, you know, group conversation about this understanding that we are doing really well in terms of informal practices because we all get along really well. But we actually, we don’t have term limits and that’s hurting us because we’re not getting new people involved with our organization. So a

[00:57:39.50] spk_1:
lot of his internalized what you believe should be a next step where you believe you should work first.

[00:58:17.40] spk_3:
I have a longtime background in education, doctorate in education and studied adult education. Truly believe that we are building our own knowledge and motivation from what we care about and boards are too. What are you giving your attention to? So give my goal for the session is that people give their attention to these three different areas and think. Okay, I’m going to share many practices, but which ones do you need to pay more attention to? Yeah. Okay. Yeah. Can we leave it there? What do you think? Sure. Feel good.

[00:58:20.02] spk_1:
Yeah. Alright. You know, feeling like there’s something else we didn’t talk about. He didn’t ask me.

[00:58:46.44] spk_3:
Um I think we’re, I think we’re good. It’s really exciting to, you know, it’s really, I’m very curious about who’s going to come to this session and the challenges they’re bringing and I was, it’s very energizing to see okay room full of people, most of them I haven’t met before. And what will they, you know, what questions do they have about this and what, what’s working for them most? And where do they find, where do they feel like they need to do more fine tuning? What are you excited

[00:58:57.59] spk_1:
about that? What drew you to the nonprofit technology conference? This is your first one, but you’ve obviously been working with nonprofits a long time. What brought you to an NTC?

[00:59:07.30] spk_3:
I was, I was interested in, you know, in meeting all kinds of people and connecting and, you know, learning about some of the ideas that are out there and how this conference works. You

[00:59:17.40] spk_1:
just have never heard of it

[00:59:34.55] spk_3:
before. I have heard of it before. Yeah. And I mean, what I’ve noticed in my work is I have a lot of referral partners who are fundraising consultants who are sending me work and I’m sending them work and I’m guessing that I’ll connect with some new people, you know, who could be potential referral partners. So, yeah, you know, it’s funny because I did have a friend who said, wait, your, your facilitator, why are you going to the technology conference? But I was like, well, there’s a leadership track and so it’s not

[00:59:48.62] spk_1:
only for technical techies I T directors, we all know

[00:59:52.41] spk_3:
that. Right. Right. Right.

[01:00:02.14] spk_1:
Great, Renee Ruben. My pleasure. Thanks for Thanks for sharing a Reuben Ross founder and CEO at the Ross Collective. Thank you for being with tony-martignetti non profit radio coverage of 23 N T C where we are sponsored by Heller consulting technology strategy and implementation for nonprofits. Thanks for being my pleasure, Renee. Thank you. You’re welcome. And thank you

[01:01:16.37] spk_0:
next week. Technology Governance for Accidental Taxis as as accidental taxis, technology governance for accidental techies. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. I’m not sure you’d want to do that though. Actually, this week were sponsored by Donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. I’m sure my voice will sound better. Next week, our creative producer is Claire Meyerhoff. The shows social media is by Susan Chavez Marc Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for March 20, 2023: #23NTC & Is A Social Enterprise For You?

 

Amy Sample Ward: #23NTC

The 2023 Nonprofit Technology Conference is in April, hosted by NTEN. Come in-person or join virtually. Nonprofit Radio will be there. Amy Sample Ward, NTEN’s CEO and our technology contributor, tells us what’s in store.

 

 

Tamra Ryan: Is A Social Enterprise For You?

What are these and how do you decide whether to take one on—or even consider it—at your nonprofit? What kinds of businesses lend themselves to social enterprise and how do you structure the relationship? Tamra Ryan makes sense of it all. She’s CEO of Women’s Bean Project. (Originally aired December 13, 2021)

 

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[00:01:57.78] spk_0:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your Aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be stricken with Orrico my Adonia if you paint me with the idea that you missed this week’s show 23 NTC. The 2023 nonprofit technology conference is in April hosted by N 10, come in person or join virtually non profit radio will be there, Amy Sample Ward N Ten’s CEO and our technology contributor tells us what’s in store And is a social enterprise for you. What are these? And how do you decide whether to take one on or even consider it at your nonprofit? What kinds of businesses lend themselves to social enterprise and how do you structure the relationship? Tamara Ryan makes sense of it all. She’s ceo of women’s being project. This originally aired 13 December 2021 on tony state to get in people’s faces again. Again, Here is 23 NTC. What a pleasure to welcome back, Amy Sample Ward as it always is, you know who she is. But she deserves a proper introduction. CEO of N 10 and our technology and social media contributor. Their most recent co authored book is the tech that comes next about equity and inclusiveness in technology development. They’re at Amy sample ward dot org and at Amy R S ward. So good to welcome you back. Good

[00:02:04.79] spk_1:
to have you. Thanks for having me. I’m excited that in a few short weeks, we will not be over Zoom.

[00:02:13.64] spk_0:
That’s indeed true. We will, we will, we will be hugging. So let’s talk about what’s coming up, this little thing. 23 NTC, the nonprofit technology conference in Denver.

[00:02:26.74] spk_1:
Yes. This little thing

[00:02:27.68] spk_0:
that you’ve been uh just occupying a couple, a couple hours a week, I suppose,

[00:03:14.81] spk_1:
Right? Couple of concurrent hours in my mind at all time. Yeah. Yeah, I’m excited. This is, this is the first nonprofit technology conference that’s happening back in person since 2019. However, it is also our first hybrid NTC. So people are going to be participating in Denver. People are going to be participating, you know, from their homes or offices virtually and a number of sessions where both of those people are in the same session at the same time. So we’re really trying to push, you know, push the limits of our own planning to push the A V team’s abilities, all of those pieces, see what Zoom can do all of that and make a conference that feels really great and dynamic and has different options for different people, regardless of how you’re joining or where you are or what comfort level or care needs you might have right now.

[00:03:37.84] spk_0:
So the in person people will be eligible for hybrid or for, for virtual presentations. And the virtual audience is is welcome to join in person presentations, work, working,

[00:04:45.58] spk_1:
not all of them but so at any given session block, there are sessions that are only happening in Denver. You have to physically be in the room presentation or the presenters are all in the room. Then there are sessions that are only happening online if you’re in Denver and you really want to see that session, you can also go online and, and watch it. Um And, and there will be spaces where you could do that as a group to um and there are hybrid sessions which mean there’s a room in Denver, there will likely be presenters in Denver, but there’s also maybe a co presenter online and an online audience. And so we have session hosts and facilitators in both places to make sure that the speakers are confident and comfortable managing all of that and they’re not trying to, you know, watch the chat or see what’s going on in the room. So, yeah, I think it’ll be an experience. I’m sure we will learn a lot. We are open to learning a lot but like, you know, true intent fashion, we will learn out loud with everyone else along with us, you know,

[00:05:07.68] spk_0:
you’re making all the permutations available across, across in person and hybrid. Alright. Wonderful, wonderful. Yeah, like how many sessions are we looking forward

[00:06:19.31] spk_1:
to? Oh, my gosh. 100 and 50 some, I forget the, The, the single digit number there, but over 150 and really incredible keynotes which of course, you know, will be in both places that will be a hybrid. Um and I’m not sure if you’ve never been to the NDC what your uh experience with conferences or sessions are, but we also have different types of sessions. So we have 30 minute sessions which we try to plan during the day for when folks are in the you know, you couldn’t take more than 25 minutes of talking before your brain shuts down. So there’s short kind of tactical sessions. That’s where we see a lot of great um content, like do these five things to your website tomorrow, right? Like really clear to the point and then we have longer 60 minute sessions and workshops um and lots of diverse options in the longer session. Um It’s not just, you know, some conferences are very panel heavy. We do have co presenters so that there’s multiple perspectives and opinions that are being shared, but it doesn’t necessarily mean that a session with two or three presenters is going to be a panel in its presentation, right? It might just be three people facilitating it together.

[00:06:41.88] spk_0:
Uh, the dates, let’s make sure everybody knows when we’re talking

[00:07:06.77] spk_1:
About. Yeah, April 12 through 14th, which is a Wednesday through Friday. Um, we totally know and can just say up front, we know that it conflicts with passover and Ramadan and we welcome the millions in legal fees that we would have had to pay to get out of it. Yeah. Well, it was a product of the pandemic rescheduling where we did have a contract before it felt like people could really come back. And so it got pushed to 2023 and, and we didn’t really have a choice of what that was. So

[00:07:26.09] spk_0:
When was Denver supposed to have been, was it supposed to be 2020?

[00:08:51.96] spk_1:
It was supposed to be 20, early, 2022. Yeah. But we pulled the community and folks just weren’t ready for a big conference yet, you know, which is totally understandable. Lots of folks still aren’t, which is why we have the hybrid and the virtual options. But um at least moving it to 23 meant all communities could have access to vaccines. You know, we have people coming from lots of different countries to the conference traditionally. So I really wanted to make sure that it felt like folks were at a place where they could be ready if they wanted to be to come to the conference. Um, and we have various options in place for folks who may either be feeling like this is their first conference. Um And the pandemic is still happening and it feels really stressful or overwhelming there. You know, we’re asking folks to wear masks, we will have masks available. I have already ordered them to the advanced warehouse, you know, but we also have um more lounges than we’ve ever had so that people can go to a smaller space um and relax or we’ve talked to the Convention Center about having different ways that people can eat, even smaller areas, eat outside, take their food wherever they want to go. So we really are trying to think both of impacts for folks who maybe are trying to um you know, they have observances for whether Ramadan Passover etcetera and we can support how they engage through that or COVID concerns and how we can help them, you know, navigate a big conference with those as well.

[00:09:07.74] spk_0:
I intend never afraid of filling up their

[00:09:09.65] spk_1:
plate. I know technology

[00:09:12.71] spk_0:
wise, accommodation, wise, equity, etcetera. It’s all you take it all on. Yeah, I always admired, I admire it, not admired passively like somebody admires it, I admire it. I

[00:09:57.83] spk_1:
appreciate you saying that. I think, you know, it feels to us like we want to do the work to honor all the wholeness of the community so that everyone in the community feels like they are welcome. It also is the kind of thing where you don’t even realize like how much work it is to make thoughtful accommodations until you really open that door, step through it. You’re like, oh, this is a whole room. This is not like a closet, right? I wasn’t just grabbing a coat. I just went into a whole walk in clause opposite of, of options. So I really just shout out to the accessibility committee which is all community members and they work year round with staff to think about ways that we can make the conference even more accessible and support more community members.

[00:10:47.18] spk_0:
All these are the reasons why I always bring non profit radio to the two N T C. This, this is my eighth or ninth or something like that. Um And so we’ll be on the exhibit floor sharing a booth with our sponsors Heller Consulting. So come see us at 4 20 for 4 20 for a, I’m the A non profit But yeah, so come see team Heller. Very grateful, grateful for their sponsorship of us at NTC. And I’ll be capturing Oh a dozen or 15, roughly interviews that will be on non profit radio in the coming months after April 12-14 and Amy, of course, we’ll get you, we’ll get you in the schedule.

[00:11:00.46] spk_1:
I’ll stop by the booth. Well, yes, I gotta get, I

[00:11:06.95] spk_0:
gotta get you on the schedule because you’re the, you know, you’re all over. So I gotta get, you gotta get you nailed down for for an interview. Yes. Um Why don’t you share with folks? Awesome, awesome keynotes.

[00:11:17.81] spk_2:
Yeah.

[00:12:16.22] spk_1:
Yeah. So on the first day we have Sophia Noble who just launched a new race and gender and technology program, which is so awesome. She’s at U C L A and on day two, we have Messiah Burciaga Hamid who has been a staff and is now the board chair of native land, a tool that folks have hopefully and likely already used when you are looking up whose land you are on. Um And then on day three on Friday, we’ll have what I can only imagine is going to be the most high energy exciting keynote at nine in the morning from Evan Greer. Um She’s the director at Fight For the Future. Um an organization and 10 has partnered with on some of our um advocacy on save dot org, et cetera. So action packed keynotes, lots of great ideas. It’s going to be really good action

[00:12:43.56] spk_0:
packed centering diversity, admire it, admire it. I want to remind folks that N 10 is also known for wonderful food. They spend a lot of time thinking about what the menus are gonna be. The food is always excellent. So if you’re a foodie, you might say, you know, it’s a conference. All right, we’ll get some, we’ll get some rubber chicken, you know, but we’ll tolerate it. No, it’s not. It’s not gonna be the case. That’s not gonna be if there’s chicken. There will be chicken cordon bleu also be vegan options. There will be vegetarian options. There will be

[00:13:29.63] spk_1:
only have 11 day or at least one full lunch menu that is all plant based. Um, and then we have, you know, lots of options. Everything is labeled the full menu in every ingredient is in the conference app. So you can see whatever dietary needs you might have how those are or are not met. Um, and we actually just met yesterday with the catering rep. Um, and slowly watched his eyes kind of glaze over as we were saying, you know, not just, oh, could we have a sandwich instead of this salad? We were saying inside the menu, we see that you’re using this ingredient and we’re changing this specific ingredient and we would like, you know, we don’t need brisket at nine in the morning for our attendees. What’s a plant based option? And every time he said Tofu and 10 staff were like, we’re going to challenge the chef to come up with something better.

[00:13:53.71] spk_0:
Yes, you pay attention to the food. It’s

[00:14:40.73] spk_1:
exactly. And if you’re spending your time in a session, feeling kind of anarchy because you didn’t like what you ate or feeling hungry because there wasn’t food for you. It takes away from your opportunity to learn. So we want folks to really feel taken care of so that however whatever big needs they have and sometimes they’re not learning needs. We know, sometimes come to the conference just to like, find those two other people who have done the thing that they’ve done and feel like they could hear somebody say to them like, yeah, it’s really horrible, you know, but you can get through this project or you can find a new vendor or, you know, whatever it might be. Like, you also have the, the emotional capacity to go take on finding those conversations because again, you’re not spending all your time worrying about. Are you gonna have food or where is a bathroom in this giant convention center or whatever else? You know,

[00:14:54.99] spk_0:
you take care of the, you take care of the whole person, you do the whole people. There’s more than one person attending. Yes,

[00:15:22.68] spk_1:
There is more than one person, which is part of why it feels a little overwhelming because we’ve spent, you know, of course, in 2020, there was no conference and then in 21 and 22, it was a virtual conference, and and there were lots of people registered, which was great, but you never had to necessarily feel the Kind of um feel the size of that many people registered right? The way you do when you see everybody from the stage and you look out at a big room. But we’re, I mean, we’re on track to have close to 2000 registrants. Of course, some of those are virtual. But um that’s a really big number, you know, so we probably have 1500 in Denver um and 500 online.

[00:15:50.85] spk_0:
A lot of people. Yeah, but you’re, you’re, you’re curating us, you’re taking care of

[00:15:54.82] spk_1:
your, we’re gonna take care of.

[00:16:20.92] spk_0:
And finally, I want to remind listeners that this is called the nonprofit technology conference hashtag 23 T C. But it is not a conference that is exclusively for technology folks that, that are, you know, C T O s and technology majors and computer science. It is not, it’s for anyone who uses technology in their social change work. And isn’t that all of us? I mean, unless you’re still on index cards and legal pad and

[00:16:38.18] spk_1:
we welcome you. If you’re still on index cards, don’t be overwhelmed. Come to the NTC. Someone will sit down with you and they will get all those cards into a database for you probably for, for free with like the first month of the CRM for free. Like we just need to get you off those cards.

[00:16:43.23] spk_0:
Alright, hopefully not. But yeah, it’s, it’s not only for technologists for anybody who uses technology. That’s why I love to capture a ton of tons of interviews to share, to share with listeners. All right,

[00:16:56.01] spk_1:
thanks so much, tony I can’t wait to see you in Denver. It’s gonna be so fun.

[00:16:59.82] spk_0:
Absolutely. My pleasure. I’m looking forward to seeing you. Good luck with the conference planning and we’ll see you in about a month

[00:17:08.64] spk_1:
so soon. Thank you,

[00:22:19.99] spk_0:
Amy. Folks. You’re suffering a lackluster host. 15 minutes talking to the CEO of N 10 about the conference that they’re hosting. And I forgot to ask, where’s all the information? Where do folks go to register? You go to N 10 dot org, N 10 dot org gives you all the information. Of course, it’s very prominent on their site. Sheesh. Now it’s time for Tony’s take two last week. I was listening back and I talked about being in person with people again and, you know, I gave you a bunch of superficialities and generalizations. But why I think where’s the detail? Why, why is it joyful and pleasurable and so much better and authentic and real? You know. So I’m listening, I was like, Okay. Yeah, but why, but why I’m asking myself as I’m listening. It’s a good thing I have guests because otherwise the show would, would crash guests who provide substance and detail. Uh otherwise you’d have 45 minutes or an hour of superficiality. Okay. So why this is why a bunch of reasons as a, as a the guy, you know, um the presenter at a webinar, I don’t have to scroll. If it’s a big, big audience, you have to scroll and zoom to see everyone. Not so they’re all there. They’re all right there in front of you. It’s a beautiful watch, the generality that beautiful, watch the generalities trying to give detail and also when I’m sharing my screen, you know, Power point, everybody gets reduced into a little like a 1.5 by 1.5 box. And you can see even fewer people then when I’m not screen sharing. So no tiny boxes, everybody’s visible. I can, I can see the screen, my slide up on the screen, the nice big screen and I can see the people there you are. It’s wonderful. Watch the generalities, conversations, of course, conversations so much easier. Not once. Did anybody have to say? Okay. Well, you go first uh to parse out the delegate out the conversation we’re face to face. It’s just, it’s natural, the natural ness of it. Natural. Nous, the word, the hands, you see the hands immediately, you don’t have to scan the, scan the screen to see a little uh one dimensional hand going up real hands right there in your face. It’s fantastic. We’re generalities. Watch that, watch that the laughter, the groans. You can hear them. People aren’t muted feedback, live live and in person so much easier for the audience to cross talk. It’s, it’s doesn’t work in, in zoom, especially if it’s particularly large. People can’t talk at all. Everybody’s the questions are in chat. There’s another, there’s another reason you can the questions dynamic back and forth. Well, I don’t quite understand, you know, this chat, chat typing and, and audience members were talking to each other. This was I’m going back to uh conference. I did in a Long Island. Yeah, people could talk to each other and, and help each other. I, I don’t pretend to have all the answers. So those are all my reasons. That’s the detail. That’s what you, that’s what you listen to. Non profit radio for detail, not superficiality and generalizations. So if you can, if you get the opportunity and then of course, the lunches, I didn’t even mention just two face to face lunches and of course, natural conversation, not, not delayed. You know, it’s, it’s not no problem if you interrupt somebody’s talking. Well, you know, somebody jumps in, it’s not an issue, everybody can be heard natural, natural. So if you get the opportunity face to face, please take it. Don’t make virtual your default. Don’t go there. That’s Tony’s take two. We’ve got boo koo but loads more time for the uninterrupted is a social enterprise for you. Sit back and get comfy. It’s a pleasure to welcome Tamra Ryan to non profit radio She is CEO of women’s bean project, a social enterprise that provides transitional employment to women attempting to break the cycle of chronic unemployment and poverty while operating a food manufacturing business. She’s a former partner and board member for social venture partners, Denver and currently serves as part time interim CEO for the Social Enterprise Alliance. She’s at Tamara Ryan and the enterprise is at women’s bean project dot com. Tamara, welcome to non profit radio

[00:22:29.12] spk_2:
It’s great to be here.

[00:22:33.07] spk_0:
It’s a pleasure, pleasure to have you. Why don’t you first explain what women’s being project is all about? Because it’s an example of what you and I are going to talk about for a while.

[00:23:32.84] spk_2:
We are a food manufacturing business. We started with Bean Soup in 1989 and that’s where our name comes from. But today we have 50 different food products that we sell all across the country. What makes us Different is that we employ women who are chronically unemployed. So a typical woman we hire hasn’t had a job longer than a year in her lifetime. Though the average age is 38, they come and work for us as for a full time job for 6-9 months. And during the time they’re with us, we teach basic job readiness skills. And then we also, in 30% of her paid time, we teach her life skills, we teach problem solving and goal setting and budgeting and planning and organizing. And so this whole thing is her job for these 6-9 months. At the end, she graduates our program and moves on to mainstream employment in the community. So we’re kind of two businesses were running a food manufacturing business and a human services business,

[00:23:50.43] spk_0:
which is exactly what, what the type of model will, will, will be talking about what I admire about that I found very interesting is that you said it. Um, Well, you’re used to saying it but I want to call it out for 30% of their paid time. The women’s paid time is not spent working. It’s spent learning the soft skills of employment.

[00:24:02.42] spk_2:
Yeah, we call it the you job, the Y ou job. So, she has the bean job and she has the U job and she’s paid for all of it.

[00:24:13.14] spk_0:
Uh, yeah. So I see the value and you’ve had, uh, you’ve had a lot of success with folks, women having jobs longer than a year after they’ve, they’ve, I’m gonna say graduated. But

[00:25:04.10] spk_2:
the project, yes. So we track them at 6, 12, 18 and 24 months and we track them. What makes it easier to track them is that we pay them for those check ins. So we pay them $50 to check in at six and 12 months, $75 at 18 months and 100 bucks at two years to check in with us. And what we found that is that at a year, uh, 95 plus percent of the women are still employed. And I think what makes, what’s significant about that is that again, the women we hire haven’t had a job longer than a year in their lifetime before they come to us. So, what we really want to know is, are we setting them helping them on a path for long term employment? You know, being able to sustain that employment.

[00:25:20.79] spk_0:
So what kinds of nonprofits are? Our listeners are all in small and mid sized nonprofits. So I, I think there’s an ideal subject for listeners, what, what types of nonprofits could consider having a social enterprise as part of their part of their work?

[00:26:38.22] spk_2:
I think organizations that are serving people who are on use, you know, by necessity on public benefits and really who for a variety of reasons, whether it’s because of a felony background or it’s because of uh low education levels or because of the history of addiction, you know, a variety of things that get in the way of, of getting and keeping employment. And so if you’re serving those people anyway, one way to help them in addition to helping them with build their foundation of, of soft skills is to employ them in a social enterprise. So that’s just one way that a social enterprises run. But it’s, you know, it as adults, we learn by doing so it’s a really great way to work with the people that you’re working with anyway, to create a business where you’re helping those same people in the long run. Be able to be successful.

[00:26:41.55] spk_0:
You were a partner of social venture partners in Denver. What, what did you look for when you were investing in these types of organizations?

[00:27:20.17] spk_2:
Well, we specifically in S V P, Denver, we’re looking for small organizations that both needed some funding, but also needed some technical assistance. And the reality is that we don’t, if you’re, if you’re running a human services organization, you don’t necessarily have somebody on staff that has the skills to launch a business. For instance, you know, even to do that market research, to figure out what kind of business that might be um have the operational skills. You’re, you’re running a business, human services business, but you’re not necessarily running say in our case of food manufacturing business. And so S V P really looked for organizations that needed the skill set of our partners and also could benefit from the funding that we were providing that. And then svp’s model, the funding and the, and the technical assistance go hand in hand.

[00:28:14.48] spk_0:
So what, what about organizations that, that uh don’t have the expertise that they need? Uh Let’s, let’s assume most of our listeners are not in Denver. So they don’t have access to S V P. Denver. What, how can they, how can they fill that void? And even just start, like you’re saying, like initial market research, how do they know where to get, how to get started?

[00:30:19.38] spk_2:
Well, every nonprofit has a board and I would venture to say that most nonprofits have business people on their board. So there are a lot of resources either through board members or through people that board members know the one great thing that I’ve observed and I didn’t come from the nonprofit world for my entire career. I was in the private sector before. And what I love about being in the nonprofit world is that there are lots of people who want to help and, and just need to be need, they need help knowing what you need. And so I’ve been, I’ve seen lots of ways we’ve been able to engage uh professionals in, for us in, in food manufacturing, um who have expertise that we need to sit on, say a business development committee and help us look at uh new product ideas. And I think that same concept could easily be applied to any organization that’s trying to figure out what kind of business they might run because that’s the key, you could decide to start a business, but it still has to be a viable business. The just, just starting a business, you’re not gonna get the halo effect of, you know, you’re doing it as, as a non profit and therefore it’s going to succeed all the same market. Um factors come into play that do for any business. And so you, you really do have to still find a viable business that makes sense that is needed that you can price appropriately. Um One of the things about the research for social enterprises or whether or not consumers are going to buy from a social enterprise, whether it’s a product or service. One of the statistics is that all other things being equal. So in other words, quality price, etcetera people more and more have a tendency to purchase products and services from a mission based organization or mission based company. But the most important part of that statement is all other things, other things equal, all other things

[00:30:26.35] spk_0:
being equal. Right? Yes, you have to, you have to be able to compete with your private, enter strictly private enterprise, market driven, profit driven competitors.

[00:31:37.05] spk_2:
Yeah, you have to be able to compete and yet at the same time, you also need to figure out what your Um competitive advantages yourself. So for instance, in our case, we are able to um we’re right now in the holiday season, you know, September to December for women’s Bean project, 70% of our sales are, are made. So, you know, we really peaked during this time of year. One of our competitive advantages is we can bring in volunteers to help us say pack boxes or help us, you know, get shipments out the door or, you know, help with, with prep of product. And um that’s something that is a bit of a competitive advantage because if we were just, you know, in the, in the private sector running a regular food manufacturing operation, we really, I don’t think we could, you know, look somebody in the eye and get and get that kind of assistance. But for us, yes, it’s a way to engage donors to get people really invested, get new customers. You know, there are so many ways that, that bringing people from the community in to help us is advantageous, not just to get the work done, but to get additional support for our organization.

[00:32:13.43] spk_0:
So you’ve opened yourself up to a whole new set of metrics as, as having a social enterprise and we’re gonna get to what, what the relationship is between the company and, and a nonprofit or, you know how that could be set up by different, by different organizations. But, but you’ve, you’ve got to measure, you’ve got to measure the company’s profit and the company’s output and productivity, productivity per employee hour or, you know, whatever, you know, the, the, the key metrics for the business are as well as the social outcomes of, of your graduates and your employee members and your, your,

[00:33:00.64] spk_2:
it’s, you know, I joke sometimes it’s a horrible way to run a business, right? Because we intentionally everyday hire women. We don’t know if they’re gonna come to work every day. I mean, that’s part of their barriers to employment and we work with them and they help, we help them become great employees and as soon as they become great employees, we let them go off and become somebody else’s great employee and we start all over again. Uh and it’s so it’s super inefficient and we also over higher. So if we were a for profit company and we were trying to be as efficient as possible and, you know, squeeze every penny out of our margin. We absolutely would not hire as many women as we do, but that’s not the point. The point for us is to use our business to advance our mission. So we hire as many women as possible as we can justify based on what our sales are going to be.

[00:33:33.96] spk_0:
So, what are some of the things that nonprofits need to think about beyond? Alright. What’s, what’s a viable business? What other, what other factors are important?

[00:33:47.78] spk_2:
Well, maybe the biggest thing is it’s hard. I joke sometimes with our, our team, like if this were easy, everybody do it

[00:33:53.59] spk_0:
do. We really want to do. It is an important threshold.

[00:36:14.38] spk_2:
Yeah, absolutely. And it’s hard because you have to have the ability to entertain two opposing ideas at the same time, right? We need to run an efficient manufacturing business and we also need to deliver on our mission and those two things actually often don’t go together very well. And so being able to both entertain those ideas and acknowledge that perhaps today the business wins, maybe we um the women instead of um spending 30% of today’s time in a class, say financial literacy there on the production for, for the whole day because we have a lot of work to do. But tomorrow, maybe it’s the, it’s reversed and they’re spending the whole day in some sort of training and not making any product at all. And so our job is every day to, to balance that out. Uh And so that’s, I think one of the hardest things is uh is having that ability to understand that if not for the mission, your business doesn’t really exist, but yet your, your business has to be profitable in order for it to make sense and contribute to the mission and, and that, you know, balancing act, you know, is a constant. So that’s part of what makes it hard. I would say another thing is that you, you still have to find all the other. I mentioned this before, all the other market forces still prevail. So if you have a product that nobody wants to buy, you’re not going to have a successful business and there’s no amount of mission that’s gonna forgive that, at least not in the long term. And, you know, at this point, women’s bean project is 32 years old. And I think in a lot of ways, we’ve just been lucky. There was no initial market research that said, you know, being, I think that’s the key to success. No, nobody, nobody did any kind of research at the beginning. Our founder just noticed she was in her late 50s, she’d gone back to school to get her master’s degree in social work. And she noticed a lot of her friends who were around her age were eating bean soup for health reasons. And so she invested $500 of her own money. And bought beans and put two women to work making 10 bean soup. The crazy thing is that still 32 years later our best outing product. Alright.

[00:36:32.19] spk_0:
That’s a terrific story but it’s it’s it’s it’s more or less in what not to do in in determining what, what, what businesses gonna survive because you know you said it, I’m just gonna amplify it. No amount of mission is gonna forgive bad, bad marketing or a bad, bad entry choice or, or any of the, any of the market forces.

[00:36:39.48] spk_2:
Yeah. And I think you also have to have either a product or service that has a decent enough margin margin to sort of forgive the inefficiency. And I also wouldn’t choose food for that reason. Ships sailed for us, but, you know, that’s not the highest margin, um, you know, product category for sure. Right

[00:37:09.12] spk_0:
now food is notoriously low margin. Um, but, you know, you said you gave an example of hiring many more women than you need, then you would, well, maybe then you do need, then you would if you were strictly market driven.

[00:37:15.63] spk_2:
Exactly.

[00:37:23.01] spk_0:
Yeah. Yeah. All right. Um, before, before we move on any other advice about the, the opening questions to talk about with your board, with your leadership.

[00:38:57.18] spk_2:
Well, another aspect of balance I think is, um, it is balancing being opportunistic and, and, um, and not being um, so bullish on an idea that you ignore, um, other signs. So as an example, uh years ago, we were approached by somebody who had a whole bunch of equipment for canning and they were willing to give us all the equipment. Let us have access to the facility a whole bunch of things. But what we really had to analyze and I think this happens actually a fair amount to organizations that are thinking of starting businesses. Somebody thinks I’ve got a great idea. I’ll just give this to them. But the thing was we weren’t in the canning business. We are a dry food manufacturer and what it would have meant for us to start, you know, pivot and, and create another business, you know, really wasn’t worth that. What seemed like a super generous donation. Um It was forgive the pun, but it was a whole can of worms that we didn’t necessarily need, need to open. But that’s an example because when you start talking about this, all manner of people are gonna surface who are interested and willing to help. And one of the most important things you might need to do is say no thank you because, you know, sometimes gifts are not always gifts in the, you know, when it really comes down to it, it’s maybe not the best strategy and it’s sometimes hard not to get all, you know, um starry eyed about something that seems like a fantastic gift. And the next thing, you know, you’re in the canning business and you never intended to be in right now. You’re

[00:40:34.02] spk_0:
doing wetsuits instead of, instead of dry suit. That’s a, that’s a huge pivot. Um And yeah, I mean, that’s, and that’s in the nonprofit, the straight uh nonprofit sector as well. You know, there, there are gifts that come sometimes with strings. You know, if you’ll, if you’ll adopt this, create this program or women’s school, but if you start admitting boys, I’ll give you the seven figure gift. You know, that’s, those are the gift size can be transformational, but that doesn’t mean you, you sacrifice your mission and transform your mission to accept a, you know, a million dollar gift. Um So, all right, but you know, interesting, you know, you, you, you evaluated from the nonprofit perspective, but also from the market force perspective, you know, now we’re entering a whole new business. Now we’re going to be competing with uh Campbell’s, you know, Campbell’s and Hunts and Hormel, you know, whoever, wherever the big, whatever the soup manufacturers are. Um Alright, so value, right? Uh Important lessons sometimes the better answer is. No, no, thank a gracious. No. Alright. Alright. Um Advice on types of businesses that that could lend themselves to this.

[00:41:51.05] spk_2:
I’ll start with um service businesses because sometimes those can actually be really great support for um really great social enterprises and supports for human services organizations. Um The nice thing about service businesses is our very localized so you could serve one community and then an example of a service business might be a uh landscaping business or there are several social enterprises around the country that do uh go to business districts and clean up trash and snow removal and leaf removal and those kinds of things. Again, those are very localized. And what’s nice about that is that you could do it in this city and then maybe you pick it up and you do the same thing in another city. Those are really cool ways to be able to employ a lot of people and engage in, in multiple communities. Uh And there are, you know, other businesses um like uh has control is another one where, you know, that’s a pretty expandable business, um cleaning services, especially in offices and things like that. Um So those are some examples of businesses that actually could be really great businesses for people. And, you know, when you’re selling a service, that’s a really different dynamic than say, you know, consumer packaged goods where, you know, you’re competing with marketing dollars from companies, it’s just much more challenging um area to be in. You

[00:42:21.11] spk_0:
also, you also have the advantage of being able to, as you said, start local. So you can say initially the impact of our work is local. And so there’s a, there’s an appeal to an appeal to the mission with your caveat that uh lots of mission is not going to overcome bad, you know, uh not being competitive market, market wise. But you can say that you have that you have that local impact, at least as you’re, you know, as you’re getting started. And then as you’re suggesting, you know, you can expand.

[00:43:31.94] spk_2:
And I think, you know, if you’re making a product, one of the potential challenges is that if you make a product that in our case, our products consumable, so we can have repeat customers, you know, of course, it has to be a, you know, good quality and taste good and all of those things. But we have customers we’ve had for 30 years and who keep coming back over and over again. If you end up making a product that’s not consumable, the challenges that, you know, say you’re making um uh cutting board, there’s only so many cutting boards, somebody needs or only so many gifts you can give, you know, to other people. And so you always have to be finding new customers to be able to grow your business. And that said, there’s, you know, when you start out, your customer base is so small that the, the world really is, you know, is pretty large of possible customers. But there’s a point at which um without spending a lot of marketing dollars or advertising dollars to get noticed that you really sort of tap out the people you can access. And that’s, you know, so that’s an interesting challenge of making a, a product where you could teach some really amazing skills. But at the same time, you know, you might have a limited customer base.

[00:44:07.91] spk_0:
Can I get these, can I get these meals and just add water? Are they, are they that, that simple from women’s bean project

[00:45:06.25] spk_2:
pretty straight forward like that? So, a soup mix, you would add water, you put it in a safe crock pot and let it cook for the day. And at the end, you are 10 bean soup. You just add a can of tomatoes or you could add, you know, vegetables and a whole bunch of other things if that’s what you wanted. But just to finish off the recipe, it would just be adding a can of tomatoes. We also have baking mixes. And so in that case, it’s everything that you need. You, you would add an egg and some oil or butter and you’ve got brownies or cornbread or stones. Um, so it’s a, the nice thing about like a baking mix, for instance is you don’t have to buy a bag of flour and buy a bag of sugar and all of those things and then have them left over. You can use our mix and use the eggs that you have and the butter that you have. And next thing you know, you made these yummy brownies and you look like a total baker And No 1’s The Wiser, Right?

[00:45:08.39] spk_0:
You don’t have, you don’t have four and three quarter pounds of flour

[00:45:11.61] spk_2:
leftover. Yeah.

[00:45:13.14] spk_0:
Okay. A little digression. But I was interested in and how simple the meals are. Okay.

[00:45:26.97] spk_2:
And they do have an instant. We have, yeah, we have instant beans and rice cups also which literally are adding water. Um And then, and we also have some ready to eat snacks. So you know, just keep them in your desk and you know, nosh on them whenever you feel like it. Okay. So we have a pretty wide variety of different products.

[00:45:39.62] spk_0:
Okay. Well, I’m gonna check. Yeah, women’s bean project dot com. Um So yeah, so service businesses, you’re suggesting service businesses, what else, what else could folks consider?

[00:47:21.99] spk_2:
Well, there’s some great social enterprises. Again, these are pretty localized that do screen printing. So, you know, you think about your inner city and you have your screen printing business, you’re able to employ people and, and you’re able to serve all the companies locally for, you know, their employee T shirts or, you know, races or things like that again, very localized but also scalable as well. Um There’s a really awesome social enterprise out of Boston called More than Words and more than words serves youth 16 to 24 who are either aging out of the foster system or justice involved. And they sell books, they sell books have been donated from the community and the the youth learn the skill of, you know, scanning the I S B N number to make sure it’s marketable and they recycle the books that don’t have uh aftermarket value and then they sell the books that do and they sell both online. They have a couple of bookstores. The cool thing is all these youth, um, are, you know, they’re helping them find homes, they’re helping them with their academic goals, helping them sort of adult, you know, into the community. Yet, at the same time, they’re also learning these skills of running a book business. So they have measurable um uh um outcomes that they have to achieve. They have certain sales goals that they have to meet for their various channels. It’s a really amazing business that um that they’re operating and the youth stay with them for a couple of years. It’s called more than words

[00:47:40.07] spk_0:
back on the service side. I’ve seen copy, copy services, copy and print and print shops.

[00:48:45.73] spk_2:
Yeah, a bank of America actually has their own social enterprise that they operate in the house and they serve people with developmental disabilities or they employ people with developmental disabilities, but they do all the printing for their own needs. Um there’s also electronics recycling. Uh you know, the statistic is that people who are on the autism spectrum have an unemployment rate of about 85%. And, and yet they are uniquely talented to disassemble electronics. So there uh there are electronics recycling organizations that employ people on the autism spectrum to just disassemble and um and then they part of, so they’re providing the employment, they’re getting the donations of the electronics. Um, and in some instances they’re being paid by the companies to take the electronics and then they also, they sell the commodities of all the things that out of those electronics, metals, plastics. Yeah. So, you know, when you think about that as a, you know, we use the term triple bottom line, it’s helping society, it’s helping the environment and it’s um you know, it’s, it’s making money. That is a really awesome example of, of a business that hits at every level. Yeah,

[00:49:07.97] spk_0:
excellent, excellent. Another, these are good, another example or category,

[00:49:39.32] spk_2:
well, there are some social enterprises that instead of employing people provide employment services. So there is a social enterprise that here in Denver that specifically helps people who are bilingual, English, Spanish, get jobs in the community with employers who need people who are bilingual, but that could apply to kind of any language or not even be bilingual, you know. So they, and so companies come to them when they need people who, maybe it’s customer service, people who can speak another language other than English. Um And so again, a service business, but not where they are employing people.

[00:49:58.16] spk_0:
Right. Right. And, and so companies pay for the, for the referral for the screening. Yep, the placement, basically they’re paying a placement fee.

[00:50:51.24] spk_2:
Yep. Exactly. But there’s, you know, there’s just so many different kinds there are cafes that’s a fairly popular kind of social enterprise. Um Here in Denver, we have a cafe called um same cafe and same stands for. So all may eat and they, it is a pay what you want model. So you walk in and the menu is listed for the day and you decide how much you’re going to pay. Yes. And, and so you might be sitting down and having, you know, decide that you want to pay $10 for your lunch. But you also might be sitting next to somebody who is, um, experiencing homelessness and didn’t pay anything. And if you decide if you don’t have any money to pay for your lunch, then you work in the kitchen or you clean or, you know, do dishes and, and so again, it’s a really cool concept that serves people all, you know, it’s beneficial to the community at multiple levels.

[00:51:24.99] spk_0:
Um So, all right. So we talked about services, some, some product. I love the recycling example too. Any anything else before we, before we move on to organizing these, these entities?

[00:52:56.39] spk_2:
Um, well, the last one I’ll mention is one that’s been around for a long, long time, like women’s bean project. It’s called Grace and Bakery there out of Yonkers, New York. And they make the brownies for Ben and Jerry’s ice cream. So a big, the bulk of their business is brownies for Ben and Jerry’s. They also have now gotten into doing some retail sales and corporate sales. So you might see your, your listeners might have seen them in some, for instance, Whole Foods at sort of a point of sale or point of purchase with a little brownie. And it says these brownies changed lives, but Grayson is a for profit company. So this is a nice segue into the next part of our conversation. They are actually a B Corp, a benefit corporation and they, they have an open hiring model. So instead of specifically going out and trying to recruit people experiencing chronic unemployment, like we do, they are always accepting applications and when they have an opening, they just hire the next person on the list. So they hire, they don’t, you know, interview or, you know, look at qualifications, they just hire the next person and, uh and you know, so they will have more turnover than a normal company would, but they’re also within that community in Yonkers. They’re, they’re really changing people’s lives give by giving them an opportunity for employment that they might not otherwise have had.

[00:53:42.47] spk_0:
Okay. That’s interesting. Now, first that’s Grayson Bakery. These brownies save lives. Okay. So listeners, we might, we might see those at, at checkout sounds like point of sale places. Okay. Um But then, you know, there’s the issue of, you know, giving a job versus teaching job skills in addition, like, like, like women’s being project is doing, it seems to me that the, the uh the training beyond the skills for the job is more empowering than then giving a job and, and just giving a job.

[00:54:13.22] spk_2:
Well, I think that’s consistent with our philosophy at women’s being project that there are because we acknowledge that there are lots of things that get in the way of somebody being able to um get and keep the, and keep, I think is the important part, right? Like, you know, we prior to the pandemic and I think we’re back to a um there’s a lot of jobs but um and so you could go from job to job to job in an environment where there are lots of jobs. But the important thing is, are you going to a job where you are a contributor where there’s opportunity for advancement and benefits and all the things that make it more of a career than just a job? That’s what we’re trying to do and how we’re trying to change the are the women we serve, that’s the trajectory we want them to be on when they finish.

[00:54:41.79] spk_0:
All right. So, you know, of course, different missions just like nonprofits that Grayson has uh has a different model but, but their, their generously hiring, they just hire the next person on the

[00:54:49.63] spk_2:
list.

[00:54:53.20] spk_0:
So, alright, so yeah, as you suggested, and I want to talk about the, how to organize and structure these, we know what’s the relationship listeners already are in non profits? Most of our listeners are, uh you know, how would, what would that relationship look like if they did start a social enterprise? Well,

[00:55:11.40] spk_2:
I know as, um as the interviewer here, you, you will hate to hear this answer but it depends.

[00:55:18.35] spk_0:
Listen. Now, don’t hold back on, don’t, don’t, don’t tell listeners of nonprofit radio What you think they want to hear? It’s an educated self selected group. So, yes. So it’s nuanced answers are, are very

[00:58:28.78] spk_2:
welcome. Well, it, it does depend and it depends on what you want to do and how you might want to structure it and, and honestly tolerance, risk, tolerance of your board and you know, of your team. So, um women’s Bean project is a 501 c three. A big reason for that is because we were founded in 1989. And if you wanted to do good, that was the choice, right? That’s all you had. Um Today, there are lots of different structures you could or opportunities, you could be a for profit company. Um and, and become a benefit corporation B Corp, you could be a subsidiary of a nonprofit. Um You could be an LLC, you know, there are just so many different ways. And so generally what I tell people is first figure out what you wanna do, then figure out what the corporate structure makes the most sense. What I will tell you is that I wouldn’t necessarily change our corporate structure because we’ve made it work for ourselves. Our, the way we have structured ourselves by having sort of everything under one roof. The huge job and the being job is that we’ve, what that’s done is that it has allowed us to have a mixed revenue, uh pie, so to speak. So, about 60% 60% of our operating budget comes from our product sales. What that does is it supports the business, it supports women’s time while they’re working in the business. And it’s, you know, gives us the ability by the beans and the flour and all those things and makes a small contribution to our program operations. And then we fundraise to SAPO program operations because again, when a woman is in a financial literacy class or working on a resume or even in job search looking for the next job we’re paying her still. So we fundraise to both support those classes but also to be able to pay her and, and because we’re 501 C three, we have the ability to do that. It also probably gives us a little bit of wiggle room in terms of our inefficiency. You know, I would, if we were, if, if all of our revenue had to come from our product sales, we would probably have to compromise the mission a little bit and hire fewer women because we have to run, you know, a business with much better margin than we currently do. Yeah, but I will also say that there are plenty of situations where the a board of a nonprofit, they might be interested in this idea of having revenue, that’s basically unrestricted revenue. But they don’t want to risk the larger organization or they do or they wanna just sort of run it on the side as sort of a separate entity and maybe not have it be a distraction within their main business, so to speak. There, there are risks in that as well though. I’ve seen lots of uh non profit big human services organizations that run social enterprises and they sort of treat them like the red headed step child and, and look at them like, what have you done for me lately? Little, you know, business. Why are you not contributing more when the reality is they’re kind of stifling the growth of that, that business? Um And, and perhaps, um you know, causing it to, you know, not prosper um

[00:58:55.69] spk_0:
like a mistaken, well, not only organization but just in, in culture, you think that the way board members and I guess the organization collectively thinks about its, its social enterprise as, you know, as, as uh the ugly step

[00:59:22.60] spk_2:
child. Yeah. And that’s the risk, right? If of creating a structure where you sort of set it off to the side, I mean, I understand that sometimes that’s done to avoid risk, but sometimes it creates more risk for the survival of the business one of the things I worry about having been in this field for a long time is that, you know, uh, we’ve now come to a point where social enterprise is kind of cool. It’s kind of come into its own. I joke that it’s like women’s bean project has been wearing a velour tracksuit for 30 years and now suddenly velour track suits are in. But, you know, so, yeah, exactly.

[00:59:49.52] spk_0:
Long enough they’ll come, they’ll come, my dozen bell bottom suit will come back.

[01:00:16.43] spk_2:
It turns out that’s happening for social enterprise. But what I worry is that organizations will start a business and do that and sort of cut it off at its knees and not even maybe recognize that and it won’t survive and then they’ll look back later and say, yeah, we tried that. It didn’t work. But I, I can tell you that if it’s not always because it’s a bad idea that it doesn’t, it could be because you just didn’t give it the opportunity to flourish. We in the nonprofit world are notoriously risk averse. That’s not a news flash to anybody. I know. And, and so the challenge is to be willing to take some risk and balance that risk. You know, it’s a risk reward ratio in the business and balance that risk a little bit. Um With um with what the benefit could be long term,

[01:00:44.61] spk_0:
You started to transition again. I love it the way you segue easily uh, lessons, you know, lessons learned things to look out, for things to be sure. You, you’ve considered, you’ve been doing this for 30, what, 32 years? 32

[01:03:17.35] spk_2:
years. Well, I, I often say we have 32 years worth of mistakes. We could totally help somebody else avoid and leave them free to make all their own mistakes. Um, you know, it’s, it’s, I would say the lessons learned are consistent with what I’ve been saying, which is you really do. Um If you want a social enterprise to survive, you really do have to embrace it as, as being a means through which you’re going to deliver on your mission and not set it on the side and say, well, you know, someday you’re gonna make me some money and I’ll be able to use that money to advance my mission. They have to be interwoven. Um So, you know, we don’t exist to make bean soup yet we can’t exist without it. And that idea that the two are inextricable um is the probably the most important thing. And the most important, honestly, lesson that I’ve seen, I, I watched a social enterprise um be formed out of an organism um that was providing initially providing the same service for free. And then they formed the social enterprise to monetize the service, but yet they kept offering the service. So they had this business and they kept offering the service for free. So yes, and um and then eventually decided that the social enterprise wasn’t working and the, the problem I thought, you know, it’s, it’s easy. Monday morning quarterback, admittedly, but um you know, was that they set it up to be, you know, be its own competition. So of course, it was, there was always going to be that tension and that conflict. You’ve got enough tension and conflict just trying to advance your mission and advance your business without setting yourself up for failure. So um you know, that’s another lesson which is be prepared for there to be tension between the business and the mission, but be okay with that because that’s part of what you’re doing is you’re, you’re trying to change the world by using market forces. Uh And you know, we are, we’re a country of consumers. So let’s take advantage of the fact that we are a country of consumers. Everybody needs to buy products and services. So what a great opportunity to um to to for lack of a better word, exploit that

[01:03:32.91] spk_0:
I love the way you say you’re working to change the world by using market forces. Um Alright. Any anything else you wanna, you wanna leave folks with anything that we didn’t talk about that you feel is is important. Anything I didn’t ask about,

[01:04:43.97] spk_2:
you know, I would say that the last thing would be that if you are thinking about um starting a social enterprise, start looking at other models and seeing what other groups are doing and especially if they’re localized, there’s, you know, there’s no reason to that, that you wouldn’t be able to learn from their mistakes. Um So, you know, we have, I’ve been asked often whether or not we would expand women’s bean project out of Denver across the country. What we have chosen instead is to be more open source where we look forward to sharing the things that we’ve learned. Because I think ultimately, if we want to lift up the whole field, not just, you know, a grand eyes, women’s bean project, that’s not our goal. Our goal really is to help other organizations create or prosper with their social enterprises, not just, you know, have us get bigger and bigger. There’s enough need to go around. What

[01:04:46.67] spk_0:
about social enterprise Alliance? Is that a resource for

[01:05:01.69] spk_2:
folks? It absolutely is. And that might be a great place to start to figure out what is out there. They have um Social enterprise Alliance has uh you know, members all over the country who are involved at various levels of social enterprise. So they might be running social enterprises that they might be consultants. So social enterprise, um if you need an attorney to talk with, for instance, about what your corporate structure might be, there are resources there. Um But the nice thing about that is if you’re in the initial stages of just doing research is a great place to start.

[01:05:31.38] spk_0:
Okay. Good value. You can have conversations with folks. You can, you can, it’s a good place to start your research and, and, and grow. If you decide to mean, you might start your research and decide it’s not really, you know, you can’t tolerate the risk or the tension. Uh It’s just something you don’t want to take on, but at least you do it, make that decision informed.

[01:06:43.52] spk_2:
Yeah, I always think that fear is not a reason not to do something, right? Like you can acknowledge the fear and sort of do the things that, that you need to do to um to try to overcome or, you know, address the fear. But um staying noticed something just because you’re afraid, it’s maybe not the best reason. Um And I think also, you know, we have a tendency to sit at the, at the starting line and try to anticipate all the problems we’re gonna have and, and I guarantee, first of all, we’ll be wrong about what problems we think we’re gonna have and, and whatever solution we decide is gonna not be appropriate for whatever problem you end up having. And so ultimately, you just gotta start and, and have faith that you have gathered the resources and the expertise enough that you can address the problems as they come up. But I think that that tends to be and in my experience just going to lots of, you know, speaking on lots of panels and talking with lots of organizations that are thinking about starting social enterprises is they, they often get stuck at that starting line and have a hard time pulling the trigger. Um The reality is it might not work. But think about, I, I think you learn more from failure than you do successful. A lot of times.

[01:08:06.92] spk_0:
Yeah. Too much ready aim, aim, aim and, and, and no firing. All right. Outstanding. Thank you, Tamara. Thank you very much. Thank you. My pleasure. Thanks for sharing. Thanks for sharing the women’s bean project story and and beyond. Uh Tomorrow Ryan Ceo women’s bean project. It’s at women’s bean project dot com. You want to look at their dried foods and other products, especially now around the holidays. And Tamara is at Tamara Ryan. Thanks so much Tamara. Next week, Rio Wang with Money Mindset. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. Our creative producer is Claire Meyerhoff shows. Social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for November 28, 2022: Thought Leadership & Content Strategy

 

Peter Panepento & Antionette KerrThought Leadership
Peter Panapento and Antionette Kerr co-authored the book, “Modern Media Relations for Nonprofits.” They share their insights on how to build relationships with journalists so you get heard as the thought leader you are. Plus, other media strategies, like crisis communications. This was part of our coverage of the 2020 Nonprofit Technology Conference.

 

 

 

 

Valerie Johnson & Katie GreenContent Strategy
Now that you’re an established thought leader, you need to produce multichannel content that’s relevant. Also engaging, actionable, user friendly and SEO friendly. Also from 20NTC, Valerie Johnson from Pathways to Housing PA and Katie Green with The Trevor Project show you how.

 

 

 

 

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[00:02:38.49] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. I hope you enjoyed your thanksgiving. I hope you enjoyed the company of family friends, time for yourself as well. Lots of lots of good thanksgiving holiday wishes, I hope you enjoyed very much and I’m glad you’re with me. I’d be forced to endure the pain of epidermal Asus below psA if you gave me the blistering news that you missed this week’s show. Thought leadership, Peter Pan a pinto and Antoinette car co authored the book modern media relations for nonprofits. They share their insights on how to build relationships with journalists so you get heard as the thought leader you are plus other media strategies like crisis communications. This was part of our coverage of the 2020 non profit technology conference and content strategy. Now that you’re an established thought leader, you need to produce multi channel content that’s relevant, also engaging actionable user friendly and S. E. O friendly. Also from 20 N. T. C. Valerie johnson from pathways to housing P A. And Katie Green with the Trevor project. Show you how Antonis take two. I’m still wishing you well. We are sponsored by Turn to communications pr and content for nonprofits your story is their mission turn hyphen two dot C. O here is thought leadership with me now are Peter pan a pinto and Antoinette car. Peter is philanthropic practice leader at turn two communications, Antoinette is part of the leadership team of women advance and ceo of bold and bright media. They are the co authors of the book Modern media relations for nonprofits. Peter Antoinette welcome. Yes. I’m glad we could work this out among the three of us. Thank you. And uh, it’s good to know that you reach well and safe in your respective locations. Okay.

[00:02:39.44] spk_1:
Thank you. Yes.

[00:02:51.33] spk_0:
Okay. I, yes, I see. No one within six ft of you. That’s good. Even though you are home, we’re talking about thought leadership and media. Let’s, uh, let’s start with you Internet. We can, we can use our leverage thought leadership and use the media to, uh, to influence those who are engaged with us, our constituents and even influence policy.

[00:04:02.66] spk_2:
So the media needs experts and non profits are on the ground there doing the work and they are the perfect folks to be experts in this conversation um, in particular and emergency Peter non talks about earlier about crisis communications and in a lot of situations the media scrambling looking for experts. If you have established yourself as a thought leader, which is what you should aspire to do. I know that turn to does the work in helping people to kind of establish themselves with the thought leader in this conversation. But right now we need people with good information and who can provide great stories for example and nonprofits can do that and they can do that work. And that’s why the thought leadership conversations important. Most nonprofits don’t see themselves needing to do that. It’s not the first thing we think about, we think about fundraising, right? Um, but not necessarily media friend raising. And so now is the time that you want to have those relationships and be considered as a thought leader.

[00:04:18.59] spk_0:
Because when there’s news that relates to your mission, um, your call is more likely to be taken, your email is more likely be answered. If there’s that pre existing relationship you mentioned. But if if everybody in the sector is calling all the, all the media blindly, then it’s just sort of a crapshoot whether they answer you or not or

[00:05:38.32] spk_2:
if you think about the media needing like, you know, going to a crisis example, like the media needing a source or an expert And they don’t want to quote the same person that’s, you know, something that I’ve learned from my media background and training. I’ve been working as a journalist since 1995. And you know, one thing that my editors say, you know, don’t quote the same person, don’t quote the same organization. So in a crisis people will call big box non profit sometimes. Um, and they’ll just see them as being the experts for a conversation. And that’s why establishing yourself as a thought leader is so important. So someone can say, you know, I’m a unique voice about this. We have an example in our book modern media relations where um, someone who an organization that worked with Children and families involved in domestic violence became very important in the conversation when a professional athlete in in Georgia was convicted of family violence and all of a sudden that person was called upon to be on radio shows and talk shows and they became a thought leader. But they done the work to position themselves as an expert. And so I know Peter you, I know you have some examples as well, but we just kind of dived in there and and didn’t talk about the whole broad concept about leadership.

[00:06:04.05] spk_0:
Well, all right, well, um peter, I was gonna ask you, how do we start to build these relationships? Um you wanna do you want to back up what thought leadership is?

[00:08:02.93] spk_1:
Sure, I’ll start with thought leadership defined and that and that’s really um the process of establishing one’s expertise in a in a specific area and and and doing it in a way where they are recognized beyond their own organization, in their own kind of immediate networks, as a, as an expert as a thought leader. Somebody who is driving the conversation and really really helping people better understand a key issue or a topic. So for a nonprofit or a foundation, a thought leader might be your ceo um who or executive director, somebody who um is at the front lines uh and and kind of is in a in a position where they um not only have expertise but they have some authority and being able to talk with some gravitas about a topic, um but um in order to kind of establish your credentials there um and get recognized, you have to do some legwork beyond just having that expertise. You have to be um you have to be comfortable talking about that topic. You have to um you have to spend some time kind of building the relationships and the and the and the the larger credibility that you are, somebody who has something interesting to say and the expertise to back it up. Um and the more you do that, and you can do that not just through the media, but through your own channels and through speaking at conferences and and all kinds of other things. Um the more you do that, the more you kind of become uh somebody who is recognized and is called upon to weigh in on important topics or or when news events call for it or in a situation like what, where we are now with with the covid 19 response, Somebody who can kind of come in and bring a voice of reason and perspective to what’s going on around us.

[00:08:31.98] spk_0:
So you have to lay the groundwork there, there has to be some fundamentals and you have to have your gravitas and you you need to appear bona fide and be bona fide not just appear, you have to be bona fide on the topic that you’re that you’re an expert in the mission of, of your, your nonprofit. How do you then start to when you have that groundwork? How do you then start to build relationships when there isn’t really a need for you to be talking about the subject?

[00:09:39.59] spk_1:
Sure, there are a lot of ways to do that one is that you, um, you start to build some personal relationships with media who are covering these topics. And you can do that either through, you know, somebody on your communications team that helps you, or you can kind of do it yourself, but you can, you can start to show up in, in their coverage of stories by, um, by um, positioning yourself and, and building relationships with individual reporters. Maybe even when they don’t need you by having an informational coffee or call so that they can get to know you and know what you stand for. Um, you can do it by your through your own writing and, and public speaking and making those things available and accessible to the media. Um, and you can, you can do it through your own channels to a lot of nonprofits have blogs, they have, uh, they have their own podcasts. They have different ways where they’re positioning their internal experts externally so that they’re kind of talking about and establishing their credentials around around a subject. And

[00:09:41.01] spk_0:
that’s your, that’s your owned media, right. That’s your own media versus earned media?

[00:10:12.00] spk_1:
Yes. Yes. And, and the value of that, is that the more you’re, you’re kind of demonstrating through your own media channels, your expertise, you’re not only building um some greater relationships and and credibility with your donors and the folks who are already kind of in your network, but you start to show up when people are doing searches or when people are on social media and seeing stories and articles that are passed around, if they may see something you’ve written or talked about, shared in another network, and it it sparks a light for them that you’re somebody worth going back to when they need, um when they need some, you know, somebody like you to weigh in on something.

[00:10:52.96] spk_0:
Okay, peter, I know you and Antoinette are both former journalists. Uh, so I’m gonna jump over to Antoinette for what Antoinette, what what what do these outreach, I guess, calls and emails to journalists to try to build the relationship. Uh what what do they what do they look like? What would you suggest people are saying to, to try to get the attention um to build the relationship, not, not when I’m looking to be quoted because there’s a breaking news, but to build the relationship.

[00:12:33.00] spk_2:
So, full disclosure. I’m a current journalist. Um so, yes, so I I still work for publications right now. Um and so people contact me on twitter and social media, which is a new thing. We talk about press releases. I’m a big fan of press releases, um yes, just full disclosure about that. But I still like for people to pitch me on social media, direct messages through twitter. If I’m using my company profile, it’s safe for nonprofits to contact me and say, hey, I have a story. I noticed that you’re interested in this concept, it’s always great when people know what I’m interested in. Like when they’re like, I noticed that you publish a lot of stories like right now I’m working on a story, a series of stories about missing and murdered indigenous women. And so when people see, oh, I notice you’re publishing stories about this and they pitch me on a direct message or um through facebook messenger even and say, hey, would you consider this the story and here’s the angle. Um or have you thought about, you know, I’ve had other people reach out and say I noticed you’re publishing these types of stories about, you know, missing and murdered indigenous women. Have you considered other stories about violence against women and it’s always a really great connection for me. So I think just kind of knowing what the journalist is interested in is really important, kind of, understanding their angle. Sorry, y’all, um understanding their angle and just flowing from there and saying, you know, here’s how we fit into this conversation is always a wonderful

[00:12:46.00] spk_0:
um so outreach by any of the social channels is fine too, you talk about twitter and direct message facebook, those are all

[00:12:56.47] spk_2:
yes and people tagging me like I feel like if a journalist is using their profile in a way that is professional then you’re safe to contact them and them in that way.

[00:13:11.60] spk_0:
Okay. Yeah, yeah peter anything you want to add to? Yeah, I think

[00:14:13.09] spk_1:
that I think is dead on about making sure though that when you do that, you are, you are, you’re you’re not coming with something that’s off the reporters beat or off of um what’s what, what you know, is um what they cover uh or the type of story they cover within that beat. Um you could spend a lot of effort reaching out to every journalist you see on twitter about your specific cause, but if they don’t cover your cause um you know, it doesn’t relate to what they what they do, then they’re probably either going to ignore you or or start to block you because you’re, you’re, you’re kind of almost spamming them. So um it’s it’s important to be targeted with who you reach out to as well and and make sure that you understand that journalists and their work before you before you do your outreach and come at them with a pitch that they don’t necessarily want. So yes, I think it’s really important to to do a bit of that homework up front um and respect that journalist time and if you do that and if you come at them with something that is actually on, on their beat and is of interest to them. Um, then I think you have a much greater chance of getting their attention and getting them to want to follow up with you and and help further, um, the relationship beyond that initial pitch

[00:14:32.47] spk_0:
and

[00:15:31.85] spk_2:
Tony, can I share a pet peeve like to Pet peeves actually is, um, if I write about a non profit and they don’t share the story on their own social, it’s just, it’s heartbreaking for me. Um, a lot of times I have to fight for these stories to appear and I have to fight with an editor to say, this is why this is newsworthy. This needs to be here. And then the nonprofit really doesn’t share the story. And I think, well, you know, I don’t write for my own, you know, just for it not to be shared. Um, and then the other thing is I love when nonprofits support stories that aren’t related to their particular story. So I’ll start noticing like one thing, um, Kentucky non profit Network, for example, before they ever shared or were involved in anything that I was involved in, they started sharing things or liking things that I would publish as a reporter and I didn’t know anything about them, but I thought that was interesting. So that when they pitch something, then you’re more likely to notice it as a, as a reporter, you’re more likely to notice because you feel like they’re really genuinely interested in the conversation, even if it doesn’t apply to them, you’re still interested

[00:15:51.29] spk_0:
Internet. Where are you writing now?

[00:15:58.07] spk_2:
I am writing, working on a piece for Guardian. I am for the Guardian. I am writing for Women Advance, which we have our own network. And then I write for Halifax Media group publications. So I’m on the regional circuit, doing all the fun things.

[00:16:13.38] spk_0:
Halifax is nova Scotia.

[00:16:22.99] spk_2:
No, Halifax is a media group in the United States. They own a series of their own regional newspapers across the country. So

[00:16:28.59] spk_0:
let’s talk a little about crisis management. You wanna, can you get us started with how you might approach crisis communications Antoinette.

[00:16:38.11] spk_2:
I thought that was Peter’s question. I’m just kidding.

[00:16:40.29] spk_0:
No,

[00:16:41.31] spk_2:
I’m just kidding. Um, crisis communications, I think actually Peter is a really great person to talk about this. My crisis communications conversation really has shifted with what we’re going through. So I don’t want to make it so unique to our current situation. Um, so I’ll let Peter start and then Peter, I can back you up on it if that’s

[00:18:50.46] spk_1:
okay. Yeah. So, um, with crisis communications, it’s really important to not wait until the actual you’re actually in a crisis to put your plan together. It’s really important to, to have a protocol that you’ve set up when you’re not in the middle of a crisis of possible to really kind of put together uh some protocols for not only what you’re going to say, but who’s going to say it and how you’re going to communicate during that situation. So um what does that protocol look like one? Is that you um upfront, you designate who your spokesperson or spokespeople are going to be ahead of time um and you spend some time ahead of that coaching them up in terms of what some of the key messages for your organization are, regardless of what the crisis might be. Some things that you would broadly want to try to reinforce and kind of a mood and a tone that you’re gonna want to take with what you’re talking about. Um do that 1st 2nd, is that you would really want to have a system in place for how you activate that for how you activate your crisis plan and your crisis communications. So that essentially means that you want to um you want to make sure that you know, kind of who who needs to sign off on what you’re going to talk about, who you’re gonna be involving in your decisions on whether you need to put out a statement um who how you’re going to communicate in what different channels, the more you can make those decisions ahead of time and have your structure in place, the better equipped you are to actually respond during a crisis situation and be able to get a quick and accurate and positive message out um in in in a situation and often crises are not their crisis because they’re not expected, but you can be planning ahead so that you you are able to react quickly and authoritatively during that situation. Um

[00:19:07.87] spk_0:
you’re you’re compounding the crisis if you’re not prepared.

[00:19:12.53] spk_1:
Absolutely,

[00:19:13.33] spk_0:
You’re scrambling to figure out who’s in charge, who has to approve messages, where should messages go? All, all which are peripheral to the to the substance of the problem.

[00:20:12.02] spk_1:
Absolutely. And in today’s world, where crisis can really mushroom not only in the media, but on social media, the longer you’re allowing time to pass before you’re getting out there with with your statement and your response to it, the worst the worst the situation gets for you. So you really need to position yourselves uh to be able to respond quickly to respond clearly and to respond accurately. Um and and it’s important to note that, you know, that planning ahead of time is really critical, but what you say in the situation is also critical to um you do want to make sure that you communicate truthfully. That doesn’t necessarily mean that um uh you uh u um reveal

[00:20:14.17] spk_0:
everything,

[00:20:14.72] spk_1:
reveal everything

[00:20:15.67] spk_0:
exactly

[00:20:18.45] spk_1:
do uh that you do reveal is accurate. It’s not gonna come back to bite you later. It’s not going to mislead people

[00:20:31.86] spk_0:
talking about complicating the complicating the crisis if you’re lying or misleading, it comes back. I mean, people investigate things get found out.

[00:20:36.17] spk_1:
Absolutely. And I, and I, and I was

[00:20:38.82] spk_0:
technically expanded your problem.

[00:21:42.71] spk_1:
Absolutely. And and you’d be surprised how, how many times when I was a journalist that people, if they had just come clean and and kind of got the truth out there right away, they may have taken a short term hit, but their lives would have got on fine after that. But the more you try to obfuscate or or lie about the situation, or or try to to spin it in a way where you’re, you’re kind of hiding the truth that the worse your situation is going to get. So be be in a position to be as transparent and clear and accurate as possible. Um, with that first statement, uh, knowing that in some cases you might have to say, you know, we don’t know. Um, but we’ll follow up when we do know, because sometimes a crisis situation is one in which speaking of, of when we’re in now, we don’t know all of the, all of the different twists and turns the covid 19 situation is going to take. Um, so, but but rather than trying to speculate, um or or or in some cases, as we’ve seen, some, some public figures do try to spin this one way or another, rather than just saying, here’s the situation here are concerns, Here’s what we know, here’s what we don’t know. Um, it compounds the situation and in some cases it can be dangerous to

[00:22:01.82] spk_0:
people internet, You wanna, you wanna back up a little bit? I

[00:22:38.74] spk_2:
Did. So the, I think the statement, um, I love how people are putting forward these COVID-19 statements and I think we need to have more statements like that. I mean these statements are demanding and people feel like that. But I’m like we could do more of that. We could have statements as nonprofits on issues on public issues, public concerns, things that are um, emerging and urgent for people. I think about in the eastern part of north Carolina because tony I know you’re in, in my home state. I am

[00:22:40.58] spk_0:
in eastern north Carolina.

[00:23:26.54] spk_2:
Happy to have you here. And when we have um, hurricanes, when we have issues like that, if non profits would put out statements like they have with Covid 19 if they felt like they needed to say here’s where we are, here’s what we do here. Here’s, here’s what we have to offer before during after and just update them. You know, I feel like this crisis has brought forward a level of communication and and help people to see the necessary level of communication that we need to have. But we don’t have that all the time is non profits and people are looking for that. So I feel like in the eastern part of north Carolina where we had, um, you know, 100 year, hurricanes within three months of each other that we didn’t think would happen. You know what if people, what if people make covid statements like that? I mean, what if people and so I’m just gonna start calling the covid statements peter that I don’t have a better term for. But what if we felt like we needed to make these types of statements when there’s an emergency,

[00:23:51.92] spk_0:
um, Antoinette, I’m gonna ask you to wrap up with something that you said, which is contrary to a lot of what I hear. Uh, you said that you’re a big fan of press releases.

[00:24:02.00] spk_2:
Could

[00:24:03.26] spk_0:
you take us out with your rationale for why? You’re a big fan of them. I’ve heard that they’re pretty much obsolete

[00:24:10.20] spk_2:
from a journalist. I

[00:24:12.51] spk_0:
don’t know from a commentator. I

[00:24:14.37] spk_2:
don’t want to write that.

[00:24:17.47] spk_0:
I

[00:24:27.93] spk_2:
believe that. I believe that. Um, so yes, because I’ve been reading press releases for a long time and I feel like the who, what, when, where and how gets me past that part of it, then I can ask you all the interesting questions. So if you can give me that in a way that I can cut and paste and I will not butcher someone’s name, like tony

[00:24:43.54] spk_0:
It

[00:24:55.22] spk_2:
might be, it might be a challenge. So I can, we can get all of that out of the way. But a good press release gets me excited as a journalist. It brings me into the conversation and if you aren’t excited about your press release. I can probably tell on the other end. So I had a good press release. All

[00:25:15.51] spk_0:
right, thank you. We’re gonna leave it there. That’s contrary advice. Which which I love hearing. All right. That’s uh that’s Antoinette car part of the leadership team of women advance and ceo of bold and bright media and also Peter Pan a pinto, philanthropic practice leader at turn two communications and they are co authors of the book modern media relations for nonprofits, Antoinette Peter, thank you very much for sharing. Thanks so much. Thanks for

[00:25:28.62] spk_1:
having us. tony

[00:27:19.59] spk_0:
pleasure. Stay safe. And thank you for being with tony-martignetti non profit radio coverage of 20 N. T. C. It’s time for a break. Turn to communications. Well, as you heard lots of ideas about the relationships, the relationships that will help you be the thought leader that you want to be. That you ought to be relationships leading to thought leadership. Turn to communications. They’ll help you do it. Your story is their mission turn hyphen two dot C. O. It’s time for Tony’s take two. I am still thinking about you and wishing you well. I hope you had recovery time over Thanksgiving. If you’re in giving Tuesday, I hope you’ll be happy with your results or you are happy depending when you listened. If you are, if you did congratulations, celebrate what you achieved. Take that victory lap you deserve it. If you’re not so happy, keep your head up, you know that you did the best that you could, don’t let it drag you down. You have other successes that are gonna be coming and you’ll be celebrating those. So don’t let a disappointment drag you down going forward. You have all my good wishes for your year end fundraising this week and continuing That is Tony’s take two here is content strategy, which by the way, we have boo koo, but loads of time left for Welcome to tony-martignetti non profit radio coverage of 20 N T C. That’s the 2020 nonprofit technology conference. My guests now are Katie Green and Valerie johnson, Katie is Digital Giving Manager for the Trevor Project. And Valerie johnson is director of institutional advancement at pathways to housing P A Katie and Valerie welcome.

[00:27:44.11] spk_3:
It’s

[00:28:07.84] spk_0:
a pleasure. Good to good to talk to both of you and glad to know that you’re each safe and and well in in Brooklyn and uh, suburban philadelphia. Glad you’re with us. Your NtC workshop was content strategy for donor engagement From tactics to testing, let’s start with you, Katie, what what do you feel was the need for the session. What are nonprofits not getting doing so well, they could be doing a lot better.

[00:28:57.87] spk_3:
Yeah. So we have this session this morning at the same time as we originally had planned, which is great. We were able to give it virtually. And I think what a lot of donor content strategy is missing is simply structure. I think a lot of people don’t know where to start and they’re intimidated by it and we Valerie and I provide it’s some real life examples on how you can achieve a donor content strategy that does get you closer to your revenue goals. However, the tone of the presentation changed a little bit given how the world has come to be our new reality. So we did talk a little bit about the crisis and what it means for fundraising and what it means for content strategy under a tight timeline, knowing that things are changing at a really rapid pace. So really just structure and storytelling are the things that we talked about in this morning’s presentation, which will be available for viewing later, we’re gonna have a recording available for those who weren’t able to make it. But yeah, that’s what we focus on.

[00:29:27.47] spk_0:
Let’s start with part of the a good strategy is using personas, user personas. Can you kick us off with that Valerie? How do you, how do you start to identify what persona looks like and what’s their value?

[00:29:54.36] spk_4:
Absolutely. So, a persona is really like a profile or a character sketch of someone that you need to connect with um and understanding their motivations and goals. So it’s a way of segmenting your audience. And rather than sending all of your messaging out into the ether, trying to tailor that messaging to a specific demographic or a specific group of people. So for pathways to housing P. A. We’re actually still developing what our personas look like. We have an idea of what it looks like, but we want to dig some more into the research and analytic side of things to see who exactly is supporting us right now and what um ties they have in common to help us build those profiles. I think Katie might be a little bit further ahead of us in developing this persona. So I’m gonna toss it over to her.

[00:31:18.60] spk_3:
Yeah. So uh user personas are something I’ve been doing throughout my career. I worked in an agency before I came to the Trevor project. So I was able to get a lot of industry knowledge on how we create user personas and user journeys. But what we did, when we started looking at our end of year campaign for last year at the Trevor project, we made sure we carved out some time to conduct a little bit of an audit of what our donors were looking like, Where were they coming from? What could we track? What could we track? We found out we had a lot more questions than we did answers. So in order to get user personas, something that’s really important is tracking and understanding where people are coming from and where their first and last last clicks are. So because of our ability to use google analytics and source code tracking protocol. We did get a lot of tracking during end of year that will improve what our users like going into future campaigns. But now we’re gonna be able to better tell what is actually inspiring people to give. What is the moment where they’re actually clicking that donate button. What is the first thing they’re seeing that starting their relationship with the trouble project? So that’s what we’ve been doing.

[00:31:45.74] spk_0:
What are the pieces of a persona? How granular do you get? What is it where they live to what they read or what what you give us some like depth of this thing.

[00:33:34.60] spk_3:
Absolutely. So the main important piece of a persona is to know what their needs are. So you can have a persona that’s as general as this is a donor. They need to know how to give that’s a persona. But what you’d like to do is get a little bit deeper in being able to tell what the values of that persona are. What’s what’s the name? What’s the age? What’s the key characteristics? What are the opportunities really? You know, I like to create fake names and really go into it. You stock imagery so that you can try to connect with who this person might be? You’re really giving a face to a name and a value to a person and you want to look at what donors are looking like. So for example, for the Trevor project, we have a lot of one time, first time donors and we have a lot of people who come in, they give their first gift and I’m trying to find where they’re dropping off. Right. What is causing that? So I maybe create a persona that is a one time user that’s not really convinced they want to give again a one time donor. Um, they may be young. They may be, um, like within our demographic, which is under 25 of the youth that we serve with our crisis services and suicide prevention services. Um, so you can get as granular as making and they, and an age and the demographic and the location and what devices they’re using. I think that’s a big one. Is this person usually on their mobile? Are they usually on desktop? What channels do they typically like to look at twitter? You can get as granular email. Are they just looking at your website? So you know, it should get as detailed as you can, but I would encourage people to get really creative with it. If the more details you’re able to get is just a, just a more clear picture of a donor that you’re looking to target. Just make sure it’s someone you actually want to target and not someone you’re gonna be, uh, that wouldn’t actually be coming to you? Like maybe Bill Gates isn’t going to be coming to, uh, a nonprofit website to donate. Um, but you can look at what those specific donors might look like that are more realistic for your campaign.

[00:33:56.12] spk_0:
Okay. Right. You’re, you’re basically on what’s realistic, not what your aspiration is.

[00:34:22.36] spk_3:
Yeah. To a degree, I mean, I think you can be aspirational aspirational in some facets of what you’re doing. I think it has to be somewhat grounded in in, you know, a realistic approach. We do get asked. I get aspirational myself when I’m creating donor personas. When you know, I am looking for major gifts, I am looking for people who are willing to process of 15,000 dollar credit card charge. And there are people out there that that do that. So when I do my donor personas, they may not be the number one target of my campaign, but I do want to consider what those people are interested in as well so that I can personalize content for them to the best of my ability.

[00:34:53.03] spk_4:
Yeah. The other thing to keep in mind is diversifying your donor base. So in looking at who’s giving two pathways to housing right now, they’re mostly middle aged, college educated white women who prefer facebook and giving on a desktop, um, which is fine. And that’s definitely one category of people that you would want to be supporting you. But philadelphia is an incredibly diverse city. So if those are the only people that were getting to with our messaging, then we really need to think about diversifying our strategies to build new donor profiles for people who don’t all look the

[00:35:36.72] spk_0:
same? Okay. And then once you have a bunch of personas and profile? I mean, it sounds like you could have 10 or 12 really different ones, different, um yeah, different characteristics of people, different types of people that come to you. And, and like you said, Katie, even people who leave, you know, you want to capture them back. So, so once you have these Valerie, then you’re trying to communicate to them. But how do you how do you turn your communications into targets to to these personas?

[00:35:46.68] spk_4:
So you really want to think about building content specifically for that persona? So you might be doing a campaign um that you want to hit a couple of different

[00:35:56.37] spk_3:
personas

[00:36:07.97] spk_4:
with, but you’re gonna tailor that campaign specifically to each persona and deliver the message to a specific segment of that campaign. So if you’re gonna do a mail campaign, um, you want to think about how you’re putting together that letter and what you’re writing into the letter and how you’re addressing the donors for each of the different segments for each of the different personas that you’ve put together to really help craft a message and to inspire them specifically to donate.

[00:36:32.48] spk_0:
Okay, right, like Katie, like you were saying, you know, yeah, you know what’s important to them. Um, but that stuff is, this is very uh amorphous to try to, you know, it’s not just what do they give and how much do they give? And what time of year do they give, You know, what’s important to them? What do they value? This? Is this is difficult stuff to suss out.

[00:37:10.42] spk_4:
Yeah. One thing our co presenter said this morning, Marcus was that donors are smart and they’re savvy and with the advent of the internet and all of the various channels that you can communicate with people now, they know what they want and they know what they want to hear from you. And if they’re not hearing from you what they want, they’re gonna go find someone else who’s going to provide that information and communicate to them the way they want to be communicated with. So fundraising and marketing for nonprofits right now looks very different than it did maybe 10, 15, 20 years ago, um, and, and donors know what they want now.

[00:37:24.54] spk_0:
Okay, so it’s worth, you’re trying to suss out all this amorphous information as as best you can. Okay. Um, Katie, is there anything more you want to say about personas before we move on to being multi channel?

[00:37:36.13] spk_3:
Let’s go on to multi channel.

[00:37:40.11] spk_0:
Alright, Alright. Anything I don’t want to leave anything important.

[00:37:44.66] spk_3:
Okay. I think we’ve covered the main point.

[00:37:47.19] spk_0:
Okay. What’s, what’s, what’s important about? Well, I think we all know why to be multi channel, but how to coordinate those messages? What what’s your, what’s your thinking there?

[00:39:21.81] spk_3:
Yeah, I can jump in here. So I think what people often don’t do is they don’t coordinate messages cross channel at the right time. That’s what I’ve been seeing a lot with just by industry research. I mean, I’m always looking at what everybody is doing in the space because I want to be part of the best. Uh but they say being what I’ve heard at multiple conferences is that there’s a rule of seven. Right. So as a non donor, let’s say, I’m scrolling through facebook, I need to see an ask seven times before I’m actually likely to give. So if you’re seeing that ask seven times on facebook, that means it’s seven posts. That’s kind of a lot. And that’s gonna have to be spaced out through a certain amount of days, weeks, months even. So if you’re just increasing all the channels that you’re presenting that message on. So let’s say I’m seeing it on facebook, I’m seeing it in my email. I’m seeing it on my instagram. I’m getting a paid ad for it because I liked it on facebook. That’s gonna shorten the window of which I see seven points of that call to action. So I’m gonna be more likely to give if I’m seeing it in a wider spectrum on the digital space than I am in just one channel. So making sure that you’re saying similar things, but that are custom to what the channel is providing, Like social media has like paid ads have a certain amount of characters you can use. So, um, making sure it’s optimized for what channel you’re using, but still with the common thread is really important for increasing your conversion rate.

[00:40:05.59] spk_0:
Okay, now it’s a little clear to me why I see so many ads for the uh, pickpocket proof slacks. I see them across all kinds of different channels. I’m not, I’m hardly on facebook anymore. But um, I, I see them when I go to websites and I’m reading articles and because one time, I don’t know, I, I swear it was like three years ago I was browsing through these like CIA approved slacks with 14 pockets and it’s all supposed to be pickpocket proof for something and you know, they $200 slacks or whatever, they’re, you know, but

[00:40:08.62] spk_3:
I’ve

[00:40:09.74] spk_0:
seen ever since. Yeah. And I don’t know. I’m not even sure that if I bought them, the ads would stop, maybe

[00:40:16.43] spk_4:
it’s

[00:40:17.57] spk_0:
sophisticated enough. No, it’s not right. That would be right. Because now your brother needs to pay or whatever. All right,

[00:40:23.00] spk_3:
Valerie,

[00:40:24.15] spk_0:
anything you wanna, you wanna explain about multi channel and how, how important it is to reinforce and be consistent.

[00:41:16.62] spk_4:
I think the biggest thing for me is if you’re starting from scratch and you’re really trying to develop content and put it in the right places. Um, you really want to be thinking about who your audience is on those channels. So for, linkedin, the messaging that you’re putting out is gonna look a lot different than what you’re putting out on facebook. Most people use facebook recreationally and they use linkedin for professional relationships. So the type of information that someone is seeking on linkedin or more likely to respond to on linkedin is a lot different than what they’re more likely to look for or respond to on facebook. Um so for us, we make sure all of our job listings go up on linkedin and all of our industry specific information that goes up on linkedin, um just to kind of show our expertise in the area. But when we’re posting to facebook, we’re talking more directly to people that we know are supporters of us and want to do tangible things to support us. So the messaging is different, even though the information is really the same.

[00:41:31.44] spk_0:
Okay, okay, again, you’re consistent but consistent, but but different. Maybe different format even. Um Okay.

[00:41:39.99] spk_4:
Yeah.

[00:41:52.00] spk_0:
Um I mean, there’s there’s other format, you know, content papers, white papers. Um Again, depending for the right, you know, for the right channel research, um, do either of you use um, media, uh, working in working through thought leadership in developing thought leadership in media media relationships either of

[00:42:30.91] spk_4:
you. Yeah, so there’s a local media outlet here in philadelphia called generosity and they are focused on nonprofits and social enterprises and people who are making positive impact in philadelphia. So they’re super open to having folks guest post um, or write op EDS for them. So we’ve utilized that outlet a couple of times. Um, actually just last week, um, our ceo over wrote an article about the opportunity for kindness in the era of coronavirus. So it’s something that she actually wrote to communicate to our staff members and let them know what our stance on, you know, moving forward was going to be. And we thought it was something that would be beneficial, not just to our staff but to be at large. So we passed it along to them. They posted it as an op ed and that gave us um, a little bit more bang for our buck for things that we had already

[00:42:58.94] spk_0:
written. Um, Katie, are you doing much with earned media?

[00:43:03.08] spk_3:
I am not the Trevor project is, but Katie Green is not doing that. Okay, handled that.

[00:43:10.85] spk_0:
Okay. Um, let’s talk about some, some analytics. I mean, how do we know whether we’re being successful? Uh, and where we need to, where we need to tweak or pivot Katie, can you, can you get us started?

[00:44:29.28] spk_3:
Absolutely. So analytics is very hard for a lot of nonprofits because it’s such a scientific based skill set. And you know, that’s something that when I first came onto the Trevor project, is that the first thing I implemented was our source coding protocol. It’s so important to know where people are coming from that you can actually optimize, but we a B tested and continue to A B test absolutely everything. We do it through our website, we do it through email, we do it through our paid social and to see how things work. I think really we just test absolutely everything things you think you know you don’t and that’s what I keep learning through testing is what you think works today, won’t work tomorrow and we retest everything. A time of day test for example isn’t gonna for ascend for email, isn’t gonna be the same after daylight savings. It’s not gonna be the same as the seasons change and particularly not the same now that everybody is stuck at home. So you know they’re testing and optimizing really what you know is working. It just requires retesting re optimizing and testing literally.

[00:44:35.20] spk_0:
Could you, could you give some more examples besides time of day, what are examples of things you test?

[00:45:24.47] spk_3:
Oh absolutely. So on our website we tested, we have a little um call out box with questions on our donate form. We tested the placement of that. Is it better to have it right up next to the form underneath directly on top. So the first thing people see um we test there, we test what photos we use a lot does a photo of somebody looking sad versus somebody looking more celebratory and happy. Um we test a lot of pride imagery because we serve LGBTQ youth. We wanna see if Pride imagery actually helps get our word out there. Um We test our colors a lot because our our brand color is orange which is can be very cautionary but we see you thing oh it’s your brand color. Of course everybody’s gonna always respond to it. But that’s not really the case. Like sometimes things like our blues and purples and greens when it comes to see ta buttons. Um Gosh, I mean I can tell you every test we’ve ever run. Thunder tests um using graphics versus photos on the website. Uh you know the size, the width, the height of our light boxes, the width of our donation forms the amount of buttons we have. It just the list goes on and

[00:45:51.24] spk_0:
on.

[00:45:53.35] spk_3:
I

[00:46:13.51] spk_0:
heard one that just made me think of just one small example of what riffing off what you just said was testing the text inside a button instead of just donate or like uh review or something. You know, be more be more explicit about what the what the action is you’re asking for instead of just a single word. A little little more descriptive. Yeah

[00:46:32.93] spk_3:
testing C. T. A. Is is something that we do a lot just to give people some ideas. I think one that can be really helpful when it comes to fundraising is seeing how your donors react to the word give and the word support and the word donate. So so it’s all the same thing. We’re asking you to support our mission to give to us and to donate. But those three words have very different feelings when you’re reading them on your screen. So that’s one of the biggest tests we ran. Um, but yeah, I wouldn’t recommend always testing the C. T. A. When you have a new one especially,

[00:47:09.95] spk_0:
was it, was it act blue that or or change dot org? I think maybe it’s change dot org started calling it chip in. Could you chip in? Okay. Okay. Um, um, so Valerie, can you talk us through some metrics? You’re the director of institutional advancement? What what numbers do you look for to decide how you’re doing?

[00:48:23.15] spk_4:
Uh, we look at a lot of things. So we’re looking at the click through rates on our emails and on our post actually reading to the bottom and clicking the links that we’re providing. Um, we’re looking at how many people are interacting with things that were posting on social media and whether they are enjoying it or not based on how many people are interacting with it. Um, we do a lot of surveys to do, so, talking to our donors directly and asking them what kinds of things they want to see what kinds of things they don’t want to see. Um, I know Katie is doing a lot more with metrics than we are. So, um, this is my friendly reminder to smaller nonprofits where there’s just one person trying to do all of this. you don’t have to recreate the wheel. Um, so you can look at an organization like the Trevor project that does have the staff who can look at all of these things and do all of these testing and all of the metrics and see what’s working best and they say imitation is the sincerest form of flattery. So you can look at what they’re doing and then borrow it. Um, so for an organization like me that has a smaller staff, um, we’re doing a little bit on our own, but we’re also looking a lot at what other nonprofits are doing and assuming that they’re taking the time to test things and we’re kind of, you know, copying what they’re doing because it’s obviously successful for them.

[00:48:36.00] spk_0:
How do you learn from them? Do you just create a build a relationship and then ask what, what kind of metrics do you look at

[00:48:54.20] spk_4:
sometimes? And sometimes it’s as simple as going to the Trevor project, websites donate page and seeing where they place things and what they name their buttons and what giving levels they’re putting up there. Um, because you know, you’re never gonna be exactly the same as another organization. So you definitely want to take a look at who you’re using as an example and use someone who’s doing similar work or in a similar location to you. But at the end of the day, there’s only so much you can learn through testing and after that you’re just gonna have to dive in and do something. So if you don’t have time for the testing, you can do a quick search of what everybody in your industry is doing and kind of take it from there instead,

[00:49:20.34] spk_0:
Katie, uh, since everybody’s stealing from the Trevor project, what, uh, what I assume you knew Valerie was doing this.

[00:49:28.27] spk_3:
I didn’t, but it’s, it’s such a compliment.

[00:49:31.09] spk_0:
It’s

[00:49:32.63] spk_4:
because you do a great job. That’s why we’re looking at

[00:49:35.06] spk_3:
you. Oh gosh,

[00:49:36.48] spk_0:
what do you want to add about metrics?

[00:49:59.95] spk_3:
Um, I think I just wanna reiterate Valerie’s point that there are so many nonprofits where one person is doing this. Um I’m the only person on the digital giving team. I’m the first person they’ve ever hired to do Digital giving. Um I’m still a team member of one, but you know, I do have the support of a very large marketing team that helps me with creating all of the tests that we do and anyone can tweet me email me whatever if like any nonprofit ever wants to connect. I’m always an open resource. But uh, metrics are increasingly uh important, just critical to donors, content strategy. So

[00:50:21.55] spk_0:
since you’re offering yourself as a resource, do you want to share your email and or your twitter, you don’t have to give your email if you don’t want to.

[00:50:28.72] spk_3:
Yeah, maybe twitter is probably the best way to reach me because I’m trying, I’m trying to learn how to tweet more as a digital person. I feel like I need to, that it’s at Katie Sue Green like one word, so it’s K A T I E S U E G R E N K T. Still green green, just like the color. Okay,

[00:50:51.53] spk_0:
Okay, thank you. Um it’s a Valerie, you wanna uh wanna wrap us up some some parting thoughts about uh content strategy.

[00:51:18.42] spk_4:
Sure. Um since I am kind of representing the smaller organization here, I just want to remind everybody that you’re doing everything that you can and it’s everything that you’re doing is important. So don’t try to do everything at once, really pick one thing to focus on and get to a point where you’re doing that well and comfortably before you try to add more um listening to a podcast like this or going to a presentation, like the one that we did this morning is overwhelming in the number of things that you could be doing and it makes you feel like you’re not doing enough, but you are. And just tackling those small hills one at a time is much much easier than trying to climb the mountain.

[00:52:42.29] spk_0:
That’s very gracious, very gracious advice. Thank you. Thanks very much. Um that was Valerie johnson, that is Valerie johnson director of institutional advancement at pathways to housing P A. And with her is Katie Green Digital Giving Manager for Trevor Project. Thank you very much for sharing each of you. Thanks so much And thank you for being with Tony-Martignetti non profit radio coverage of 20 NTCC in two weeks. Trafton Heckman with his book, Take Heart Take Action next week, I’m working on it. If you missed any part of this week’s show, I Beseech you find it at tony-martignetti dot com were sponsored by Turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o Our creative producer is Claire Meyerhoff shows, social media is by Susan Chavez. Mark Silverman is our web guy and this music is by scott Stein, Thank you for that. Affirmation Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for August 22, 2022: Accounting For Nonprofit Leaders

 

Tosha Anderson & Zanni Miranda: Accounting For Nonprofit Leaders

In our penultimate #22NTC show, Tosha Anderson and Zanni Miranda introduce key accounting concepts to help nonprofit leadership avoid the common pitfalls they see. Tosha is CEO of The Charity CFO and Zanni is with Nonprofit Solutions.

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[00:01:51.40] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d suffer the effects of pseudo papillae Dema if I saw that you missed this week’s show Accounting for nonprofit leaders in our penultimate 22. NTC show Tasha Anderson and Zanny Miranda introduce key accounting concepts to help nonprofit leadership avoid the common pitfalls. They see Tasha is ceo of the charity CFO and Zanny is with nonprofit solutions on tony take to the endowment excitement webinar, we’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c. O. And by fourth dimension technologies I. Tion for in a box. The affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant D just like three d but they go on to mention deeper here is accounting for nonprofit leaders. Welcome to nonprofit radio coverage of 22 N. T. C. The 2022 nonprofit technology conference. My guests now are Tasha Anderson and Zanny Miranda. Tasha is founder and ceo of the charity cf. Oh Zanny Miranda is operations Manager at nonprofit solutions. Tasha Zani. Welcome to nonprofit radio Thank

[00:02:05.94] spk_1:
you for having us. Yeah,

[00:02:07.50] spk_2:
thank you so much for having us on

[00:02:11.89] spk_0:
pleasure. I’m glad we’re gonna talk about this. But 10 things every nonprofit leader should know about their accounting

[00:02:17.66] spk_1:
Alright.

[00:02:23.44] spk_0:
I I suspect this is an often ignored um ignored area by by nonprofit leaders until there’s some kind of a problem I guess or until the the 9 90 has to be filed, you know, so maybe once a year they become, or maybe there’s board reports, but in between all that, um I suspect it’s ignored. Uh Tasha, do I have that? You’re nodding? Is that

[00:03:12.03] spk_1:
yeah, I think, yeah, I think it’s ignored because it’s for a lot of small organizations. It’s not their primary role. It’s not what they’re experienced in. It’s not their skill set and it becomes one of those things, it’s not an immediate issue. It’s not something I’m particularly good at, it’s something I’m gonna have to teach myself and I’m gonna have to um very kind of the procrastination that I put into it. And then it’s when things kind of abrupt Show up like our 9 90 return or we realized we have an audit or our books have gotten further and further behind and now we have to hurry up and scramble for that, you know, board meeting or something to that effect. Um that’s kind of best case scenario. Um worst case scenarios are other more significant things that might come up with our accounting. Um that that all of a sudden becomes more of a priority.

[00:03:34.21] spk_0:
Like, alright, we’re focused on motivation. What are what are one or two of those worst case scenarios?

[00:04:46.20] spk_1:
Well, some of those worst case scenarios, I think more abruptly we get a lot of clients that work with us that have a lot of government funding and government funding usually includes um some pop up surprise what they call site visits. So if you anticipate uh your site visit or kind of your audit, I use the word loosely with audit. But if you expect your funder to show up on, you know, this period and then they end up coming in sooner or more regularly, either normal or whatever. They just changed their protocol and you’re not prepared for that. That then calls into question your ability to manage the program, your ability to manage the finances of that particular program. And we’ve seen organizations be at risk for losing their funding. And we’ve seen that more often than not, which we’ve kind of talked about and the original presentation that Danny and I did some of the challenges around um not just, you know, keeping caught up with the accounting, but the succession planning um in the transition. I mean, we’re in the midst of what they call the great recession. And so what organizations do that put all of their eggs in one basket with respect to this kind of swiss be nice if you will position that holds also financial management. And when those positions turn over, we’ve seen organizations find themselves really vulnerable situations and it becomes very apparent when it’s time to start sending those periodic reports to your funders or when they start to come out, when you look at your records, it’s a problem.

[00:05:06.79] spk_0:
You’re referring to the great resignation. You mean succession planning. Okay.

[00:05:16.60] spk_1:
I’m

[00:05:35.54] spk_0:
listening. I’m listening channel. I’m channeling listeners. They’re gonna say, wait, great recession. That was many years. Alright. We know we know what you meant. Alright. So Zanny, why don’t you why don’t you kick us off? We got 10 things people are supposed to know nonprofit leaders are supposed to know. So let me ask you before we kick off with our our list. Is this specifically the C the C. E. O. Are we, are we at that level? You know, listeners here are small and midsize nonprofits. So that could be like one or two people up to. I mean 100 or 250 employees could be a midsize nonprofit. Are we in the meat with this? We’re talking about nonprofit leaders. I assume we are.

[00:05:57.71] spk_1:
I

[00:05:57.89] spk_2:
actually think that this information can be for any leader that is self designated or you know, does hold one of those executive positions. I think what we share in this presentation is really about making sure everyone is on the same page across the entire organization. So it’s really for anyone,

[00:06:28.03] spk_0:
uh, with, uh, okay. But we don’t want our Ceo and other other C suite executives ignoring these things. Certainly.

[00:06:30.92] spk_2:
No. Okay.

[00:06:32.33] spk_0:
Okay. All right. So why don’t you kick us off? What’s uh, what’s your

[00:06:37.25] spk_2:
first one is definitely benchmarks and metrics and making sure that you have defined expectations about what those are and how they fit with your organization and I’ll actually pass this one over to Tasha because this is definitely her area of expertise as the C. P. A expert.

[00:07:54.23] spk_1:
Yeah, sure. Uh, so really what we mean by defining benchmarks? Oftentimes, what we see is that not just the tactical work of bookkeeping and accounting is delegated to one individual, but almost the full financial management and responsibility. Understanding how much money is in the bank account. Are we receiving the funding that we thought we were, Are we utilizing the contracts that we’ve committed to our to our funders? Really high level, even where we are with our fundraising goals. And I’ve personally been someone that kind of delegated that responsibility and financial oversight. And I just think it’s imperative whether you’re a for profit business and non profit business at the end of the day, it’s a tax designation. It’s not just because you’re a nonprofit, you should not be delegating full financial ownership and responsibility of your organization to one single person. This is really where that leadership at the ceo level or executive director level, there needs to be some understanding of what your benchmarks are. What are you trying to measure in the holding people accountable to it? And I’ve seen so often where the accountant or the bookkeeper is delegated the responsibility of the budget and they might be doing the bookkeeping in the reconciliations and all that. But is anybody really looking at that budget and holding anybody accountable to it? So what we’re really encouraging is that the leader, you need to understand where things are and what expectations do you have? What processes do you have in place to make sure that you’re moving in the right direction? So

[00:08:19.70] spk_0:
following the budget doesn’t belong with the bookkeeper.

[00:08:23.50] spk_1:
The

[00:08:23.97] spk_0:
bookkeeper does the work.

[00:08:49.29] spk_1:
Yes, the bookkeeper prepares the reports, diving into Why is this off from what we expected? That is joint ownership, frankly, in my opinion, from from the individuals that are charged with that. So your program team, maybe your fundraising team. And I recognize we’re talking with small to middle size at a minimum. The Ceo is looking at this or the executive director and so often times I see uh leadership teams that are just delegating that responsibility and they’re not really immersing themselves in the financial management, the way that I think they should

[00:09:00.00] spk_0:
be alright. You didn’t have to, you know, you two don’t have to go in sequence. You could have picked one that you’re, that you’re an expert on. You know, you don’t have to do it the same sequence. You did it in your in your in your seminar. Alright.

[00:09:13.07] spk_2:
Well, I definitely wanted to make sure Tasha kind of came from the C P a standpoint,

[00:09:18.39] spk_0:
you know, make

[00:09:21.36] spk_2:
sure they all knew, Yeah,

[00:09:22.75] spk_0:
she’s the charity. CFO so

[00:09:24.30] spk_2:
she knows what she’s talking

[00:09:26.01] spk_0:
about

[00:10:08.64] spk_2:
and I have to say I come from the small nonprofit side. So we have a mighty team of three full time and one part time person. So we are, you know, definitely representative of some of the groups that are probably listening. So and these are all things, these are all things that we have learned through working with Tasha that um are very important and we went through a transition and planning and uh had a transition in leadership which then created a transition into changing our bookkeeper um to the charity CFO. So we went through a lot of what we’re talking about in terms of the the sort of scarier situations of how did we get ourselves in this situation? What does this all mean? Where all the, you know, how do we get everybody on the same page? So we definitely learned our lessons.

[00:10:21.81] spk_0:
Let pick one that you are familiar with that you can talk about what’s next.

[00:11:23.37] spk_2:
Yeah, let me take a look. So I know that so kind of speaking about like getting into a sticky situation or number four is I would have understand my compliance needs. And I think that when you do like Tasha was saying, when you have those government funders or even really complicated funding grants from foundations, sometimes they require progress reports, they require year end um reports that can be really calm complicated to do at the last minute and they can be really complicated if you have not set yourself up for success at the very beginning. And so one of the things that we sort of have said is that you really need to take a look at what the grant is requesting from you when they’re, when you’re in that grant search process. And before you apply or maybe right after you apply, making sure that you’ve got things set up with your accountant and things set up in your chart of accounts to make sure that when you’re going through and processing and actually spending money related to these grants, you’ve got everything in place, you know, from the onset, so that it makes it a lot easier to pull those reports and to get that information instead of scrambling and going through, you know, a year’s worth of credit card receipts.

[00:11:50.57] spk_0:
Yeah.

[00:11:53.20] spk_2:
Mentioned

[00:12:17.33] spk_0:
compliance. And there’s, there’s state state laws also depending on what state you’re in. You know, there are, there are the laws that you have to be registered in each state where you solicit donations, that whole charity registration morass that I used to have as part of my practice. Um, you know, keeping keeping track of that. Um, there, there could be, uh, other, I mean, there are federal, there are federal rules that have to stay in compliance with, so there’s, there’s a lot, there’s a lot in that word, compliance.

[00:12:35.20] spk_2:
Yeah, exactly. It’s not just the funding that you get, it’s making sure that, you know, the things that you’re doing are following the law all year, not just when someone comes knocking

[00:12:43.02] spk_0:
and and Tasha, these often come up in audits right? They’ll be they’ll be uh I forget with the technical terms, but they’ll be like memo items in uh report items in an audit that you know, you’re not in compliance with something here. Things like

[00:14:10.94] spk_1:
that. Yeah, findings. And what’s really interesting. I have a funny story when so I used to be a CFO of a non profit organization and we had 14 different government contracts that were a little larger probably than maybe an average listener. We’re about, you know, 6 to 8 million a year. And uh that’s that’s that’s to me that seems large because so many organizations are much smaller than that. But really that’s not huge and what’s really, we went through every single one of our program contracts and wrote down all of the things we’re responsible reporting out to them. So not just on the financial compliance side but also like program outcomes and those sort of things. Anyway, we had five pages front and back on an Excel spreadsheet when we printed it out was five pages, front and back of all of the things that we were responsible for reporting out to someone. And so the more more complex your funding gets, whether it’s multiple foundations or government funding sources. When we hear the word audit. I think we think at the end of the year we have a C. P. A firm that comes in and does an audit. But oftentimes what people don’t realize that you may have multiple audits or inspections or reviews or whatever word you want to use for the same funding, right? You might get um, you know, kind of beat up at a local level through some pass through fun. Then you might have that sourced through the feds and then the feds might come in and do an audit, right? And then your auditors that come in at the end of the year that you hire will also do an audit. So I think that sometimes I’ve seen our clients not necessarily read the fine print of those grant agreements to know what they’re going to be responsible for doing and what frequency. So they find themselves kind of working reactively and scrambling to get that stuff.

[00:15:57.46] spk_0:
It’s time for a break. Turn to communications media relationships and thought leadership. You need one to get the other. You got to have the media relationships. So you get exposure and become the thought leader. Turn to will help you build those relationships. They’re former journalists themselves. And by the way, as you’re getting that exposure, they’ll help you craft your messaging. You get the increased exposure. You’re seen as a thought leader in your field. The thought Leader, the thought leader in your field, they can make it happen. Turn to communications, your story is their mission turn hyphen two dot c o. Now back to accounting for nonprofit leaders. You wanna know as any said, you want to know ahead of time what the requirements are. First to make sure that you can comply with them. You have the infrastructure either internally or or through a provider to do it, you know, and if it’s if it’s beyond you, then that that’s not a grant that you should be applying for because you can’t keep up with the I mean the money may look nice, but you can’t keep up with the back end requirements and you’re gonna end up in a bad situation. Okay.

[00:15:58.93] spk_1:
Absolutely. Absolutely.

[00:16:00.26] spk_2:
Absolutely. No.

[00:16:01.56] spk_0:
In advance. I’m sure this especially applies to a government, a government agency. Yeah.

[00:16:07.28] spk_1:
And that’s funny. We we talked about that a little bit in our session just because there’s money available may not be a good deal. Just what you’re doing, not just the infrastructure. Um, there’s a lot of considerations where it might make sense for an organization to not accept funding. Um, it just doesn’t make sense. And asking ourselves those hard questions before we just

[00:16:25.90] spk_0:
before, Yeah. Look, look closely at what your obligations, your responsibilities are gonna be. All right. All right, well, let’s stay with you, Tasha. Why don’t you give us another another thing. Leadership should know about.

[00:17:33.03] spk_1:
Alright. I think another thing that leaders don’t always realize again, because most leaders of nonprofit organizations, they don’t come from the financial business management side of the biz right? Oftentimes you’ll see leaders that maybe come from the programmatic side of things. Um, and that’s fantastic for a lot of reasons. But what I think some people default to hearing, well this just can’t be done or this financial report can’t be created in the way that you want. And I really encourage leaders of organizations again, to define those expectations of what they’re looking for and ask their account to develop tools that help them measure if we’re on track or not. And this is usually by way of financial reports. And I hear this all the time. Tasha, you know, I get the standard set of financial reports from my accountants. It doesn’t make sense to me. It doesn’t make sense to my board. We don’t know where we’re at, we don’t know which direction we’re heading and what I tell people all the time that financial reports, Yes, your auditors will require to look in this perfect box and it has to look exactly like that. But that’s for the outside world. Think about what your organization needs internally and create those measurements, those tools, those financial reports. That makes sense for you internally. So that you can make business decisions based upon that and what a lot of people don’t realize.

[00:17:52.75] spk_2:
We

[00:18:53.12] spk_1:
Have over 150 clients. Probably many, if not all of them have some level of customization to their reports. So they need to get reports that make sense to them, not already nonprofits have to have the same internal financial statements. In fact, you shouldn’t have the same internal financial statements and start asking yourself what do you need to see? So I’ll give you an example. I have one organization that was really, really cash strapped. They had all the revenue sources in place. They could not understand why are we cash poor, Why do we not have any money? And the reality. After a quick look at some of the financial reports, I realized they were building their funders but they were never collecting them. There were some issues with the quality of their invoicing and some problems they weren’t troubleshooting and poor training and just some other issues that are actually pretty easily fixed. But going forward once we were able to get caught up on that building, the ceo want to make sure that never happened again. So she wanted to make sure she got a detailed listing of what invoices were still outstanding because she started understanding the, the, the timing of when payments were expected to come in and once things started to go off track

[00:18:59.15] spk_0:
basically

[00:18:59.70] spk_1:
immediately, basically

[00:19:01.09] spk_0:
talking about tracking your accounts payable.

[00:19:02.88] spk_1:
Yeah, accounts receivable in this case or payable

[00:19:14.25] spk_0:
receivable? Your receivables? Yeah. I took, I took accounting for poets in college. So I do remember that, um, assets equal liabilities plus owner equity. Is that still true?

[00:19:19.74] spk_1:
That is true.

[00:19:20.97] spk_0:
Axiom still still valid. Like a law of physics doesn’t change. Okay.

[00:19:25.52] spk_1:
In the nonprofit world, we say we don’t have equity because there’s no ownership. But the concept is still the same. We called net assets in the nonprofit world, but the concept is still the same

[00:19:34.74] spk_0:
assets equals net assets. Oh no, we

[00:19:37.60] spk_1:
called the net assets. Yeah.

[00:19:39.61] spk_0:
But the other side is assets, assets equals net assets.

[00:19:43.54] spk_1:
You could do assets minus liabilities equal net assets or assets, you know, equal, you know, however you want to do the algebra of the formula, you could say in multiple different ways. But um, yeah, we say assets minus liabilities equals net assets, but

[00:19:58.75] spk_0:
assets, my stuff, that makes sense to me, assets. Everything you have minus what you owe your liabilities, which I know, I know I’m grossly oversimplifying by when I said what? You know, but again, I took accounting for poets. So you’ll have to excuse that. I’m trainable. I guess I wasn’t, uh, yeah, equals your net assets. Right. Everything you have minus what you owe is is the net

[00:20:21.20] spk_1:
okay.

[00:20:22.47] spk_0:
We don’t have to go any deeper than that. We shouldn’t.

[00:20:24.85] spk_1:
No one wants to hear that. But

[00:20:26.63] spk_0:
Not profit leaders should not profit leaders should, I’m not a nonprofit leader. So I’m not, I’m not on the hook for this. Alright. Um, name another one. Somebody. Somebody throw out another another top 10.

[00:21:32.17] spk_2:
Well, I think, um, following up to sort of, what Tasha was already saying is that you can have all those in place, but if you don’t have anyone, um, doing checks and balances or even around to take over key processes. If someone goes or if someone’s out on vacation, that’s a really major risk. You know, we were in the training or the workshop last week and a lot of people really resonated with this, you know, don’t burn out the one person you have on your team who knows how to do payroll? Who knows how to do vendor payments? Who knows how to do the bank deposits. There can’t be just one person on your team who knows how to do all these things. There needs to be some, you know, some thought to succession planning. Some thought too. Um,

[00:21:32.59] spk_0:
or not even not even succession planning, just like you said vacation.

[00:21:36.04] spk_2:
Yeah, just process documentation.

[00:21:38.00] spk_0:
You know, we got somebody goes out on maternity leave. We still have to process, we still have to process vendor purchase orders.

[00:21:52.11] spk_2:
Yeah, we had someone chat in the comments saying I’m going out on maternity leave, but I still have to process payroll, which is not

[00:21:53.91] spk_0:
great.

[00:22:14.59] spk_2:
That’s not great for your staff’s morale. So definitely just making sure you’ve got some of those basic processes written down, trained, um, cross trained with different people and having backups in place so that people can take a break and people can, you know, not have that looming over their head when they’re supposed to be on maternity leave

[00:22:20.03] spk_0:
or, or

[00:22:21.18] spk_2:
family leave, you know, it’s not sustainable.

[00:22:37.49] spk_0:
Um, I have seen that too, in, in uh, clients that I’ve worked with. I do plan giving fundraising. Um, and you know, we have, we need vendor, we have vendors, there might be, there’s, uh, you know, there’s a company that that manages the soft that provides the software for playing giving calculations. Well that purchase order has to be paid. You know, my purchase order has to be

[00:22:49.87] spk_2:
paid. It

[00:22:51.37] spk_0:
seems sometimes to be one person who can do it and we’re all, we’re all screwed if that person is busy or away or whatever. Alright, let’s stick with you. Give us another one.

[00:23:26.25] spk_2:
Sure. Another thing that you brought up was having the right software to use. So, um, you know, we found when we were in our sort of leadership transition in our, uh, you know, transition between bookkeepers. We just had someone who was, you know, taking our information and then,

[00:23:27.07] spk_0:
you know,

[00:23:27.81] spk_2:
kind of piecemeal putting it together, like looking at the paper receipts, looking at this and really it’s just not sustainable long term to do that. And there are so many options with technology

[00:23:38.44] spk_0:
now to

[00:23:39.84] spk_2:
really make the transition easier. And a lot of nonprofits do qualify for

[00:23:46.85] spk_0:
discounts

[00:24:08.43] spk_2:
for some of these larger tech companies, they have a lot of for profit people using their services. So they, most of the time will have a nonprofit discount or even offer their their software for free. And really it just becomes a matter of making sure that the people in your organization are up to speed. And um, I think Tasha had an incredible case study that she shared about what, how she saw this kind of go sideways um, in her own practice. Okay,

[00:24:35.66] spk_0:
Natasha before you tell that story, aren’t there? There’s also scores of smaller companies that are devoted to nonprofit financial management we through the years. And non profit radio I’ve had one or maybe two of them as sponsors. You know, there they’ll say that, you know, quickbooks is basically they’re they’re, they’re thinking is Quickbooks is not made for non profits. You have to be able to do fund accounting and things and you know, so we’ve got, we’ve got the software solution that’s an accounting financial management devoted to non profits. You don’t have to modify Quickbooks or Intuit or something. Or maybe intuit’s Quickbooks, I don’t even know.

[00:24:58.47] spk_2:
But

[00:25:03.05] spk_0:
counting for poets, but you know, um, so you don’t have to use these major companies that there’s smaller, smaller apps devoted to nonprofit financial management. Right?

[00:26:34.72] spk_1:
That’s right. That’s right. And it’s funny, I was gonna talk a little bit about that because I think that there are a lot of organization accountants that will say nonprofit accounting is super special and we have to have everything special. Um, and I, I don’t disagree with that completely. But the challenge is it creates a, it creates barriers for nonprofit organizations to be able to um work with some of these providers, especially if the proprietor like proprietary software or things of this nature, What I try to do with our clients is create software solutions that can work with nonprofits have a really low cost point price point on those things. And more importantly, the software is very user friendly. There’s a lot of free training resources. So we actually use Quickbooks. I’m not being paid to say that I have no formal partnership with Quickbooks, but I like the software because if they needed to bring their accounting back in house when working with us, they could find bookkeepers or accountants that have experience with with Quickbooks. And so sometimes I think it’s a matter of preference. I say as an account that has my own preferences for how I like to do things. I think it’s, I can say that, but what I think is um important for nonprofits to understand what technology is available out there to Sandy’s point and how can they use that to alleviate some of the manual um time consuming task going back to not burning out your one person that does everything. If you can find ways to autumn streamline that they can maybe focus on bigger value added work or just simply take a breather or focus on work that feeds their soul a little bit more than just doing data entry into the accounting. So

[00:26:50.44] spk_0:
Okay, Zanny said you have a story well

[00:26:51.15] spk_1:
in this particular case. Sure. Yeah, sure. So

[00:26:54.90] spk_0:
speaking

[00:26:55.97] spk_1:
of tedious work that burns people out and it’s very time consuming. So I started working with an organization way way back many, many years ago and

[00:27:04.76] spk_0:
they, this is not, this is not a story about.

[00:27:07.30] spk_2:
No not

[00:27:12.05] spk_0:
but it’s not okay.

[00:27:14.12] spk_1:
No I have a friend. No it’s

[00:27:15.73] spk_0:
not. Yeah

[00:29:06.76] spk_1:
exactly. No it’s about software and how software can change how we do things. So I started working with an organization which actually is now a client of ours um in a very contract away a few years ago and we realized that they were heavy credit card users, credit cards are debating the existence of all accountants out there for every nonprofit. I promised you can quote me on that. I’m sure. Uh And the problem is that there’s not a good system for collecting the receipts, it’s very manual. Um You have got a copy, you gotta scan, you got a code, you got to get into all the people. Anyway, they have about 20 credit cards that have hundreds if not thousands of transactions a month. The accountant, the finance director um is they hired that person for that high level skill analysis, Financial thought leadership. That person was spending a good week of her month. So 25% of her working days, reconciling and tracking down all of these hundreds of receipt if not thousands depending on the time of the year. And one of the things that we immediately realized this person actually left the organization and the organization was left scrambling trying to replace it. And one of the things we realized immediately, we could save a lot of time. If we just have software, your team is already making copies of the recedes, forwarding it to the account, the account has to use all these Softwares to stamp it with electronic approvals and all that. We could replace that whole manual back and forth email flurry of system with the software, like many of nonprofits out there now use things like expensive fi or dext or or something like this where the user of the credit card actually just takes an image identifies what type of expense it is if it’s designated to a specific funder, um, if it’s restricted or not and then submits it off to the accountant and the accountant just matches them up with what’s actually ending the bank account. So this whole flurry of hundreds and hundreds of unnecessary emails, all of this monotonous detailed work that you’re bogging your accountant down with. Um, now has freed up their time to be able to do other things. In this case, it actually saved them cost because we don’t have to do that much work and it’s not as labor intensive, but if you did have somebody in house that you wanted them to focus on higher value work that that’s more valuable to the organization. You can use technology to do that sort of thing. So I’ll echo what Danny had said.

[00:30:27.33] spk_0:
It’s time for a break. Fourth dimension technologies. The free offer. It’s still out there exclusively for nonprofit radio listeners, complimentary 24 7 monitoring of your I. T. Assets for three months. They’ll monitor your servers, network and cloud performance, they’ll monitor your backup performance all 24 7. If there are any issues, they’ll let you know ASAP and you will get a comprehensive report on how you’re doing at the end of the three month monitoring. And they’re gonna throw in a few surprise offers as well. It’s complimentary, it’s on the listener landing page, tony-dot-M.A.-slash-Pursuant mention deeper. Let’s return to accounting for nonprofit leaders. Tasha, name those couple of resources that folks could look at again.

[00:31:03.46] spk_1:
So again, I like kind of uh out of the box like package is really easy to use expensive. Fi is a really popular one. Um dext formerly known as receipt bank is one. So those are two that work really well with Quickbooks are very user friendly. Um, you can have your people that use credit cards a lot of times they’ll have like apps on their smartphones and so they just take a picture of it while they’re out spending, you know, the money rather than worrying about lost receipts and things like that. So those are two really common ones that are again, really low price point and easy to implement. Easy to use

[00:31:09.49] spk_0:
is dexter D. E. X.

[00:31:11.25] spk_1:
T. That’s right, yep.

[00:31:12.88] spk_0:
Okay. And expense if I. Okay. Yeah. Alright let’s stay with you. Tasha give us another, we’re halfway through our list by the way I’ve been keeping track,

[00:31:22.99] spk_1:
we’re not combining any of these.

[00:31:24.99] spk_0:
Alright if we end up as long as

[00:31:26.49] spk_1:
well we’ll tell you when we run out,

[00:31:29.94] spk_0:
as long as we cover the content. You know it doesn’t we end up doing them uh 10 things but we ate you know ate under eight topics as long as as long as you’re not holding back on non profit radio listeners that

[00:31:39.14] spk_1:
we’re not holding.

[00:31:40.16] spk_0:
That’s my concern. That’s my audit. That is my benchmark. Is that the content is there doesn’t have to be under 10 distinct rubrics. But we have done five anyway. Alright.

[00:34:04.12] spk_1:
Okay so the next one I would say uh that uh nonprofits don’t necessarily realize that there’s not a one size fits all with accountants. And I think I realized this when I started hiring my own accountants and staffing um the work as the charity CFO for on behalf of our other clients. And what do I mean by this like any profession accountants and their experiences, skills and expertise vary. So I kind of divide up in this 80 20. Roll the infamous 80 20 rule 80% of accounting is very transactional input output. You need somebody that’s very good at attention to detail, very consistent, very reliable thrives and routine. They like doing the same things over and over again. There are a lot of accountants out there like that. Um They do a great job Then there’s like the 20% of accounting, that’s the creative accounting but not you know, go to jail creative accounting. I’m talking moving the needle with the organization, building better budgets, building financial models, really thinking how we can implement best practices or re imagining what our accounting function can look like implementing software. For example these are the visionaries. If you will, you can probably guess which one of those I am. I find that most organizations, all organizations need both of those skill sets, the challenge is oftentimes, although the label on the title on the resume or the job is accountant or CFO or controller or whatever, but the reality is there’s two different types of accountants. Now, some people could try to do both but that’s not where their skill set is. So if you took someone like me a 20% and you put me in a job where 80% of my time is doing, you know, detailed work on routine tasks. I’m not gonna stick around for a long time, I want to do things that feed my soul and on the flip side if you take a more transactional tactical accountant, that’s really good and you expect them to solve all of your financial world problems, you’re probably not going to get as far as you would hope. And I think that many organizations think that they could hire an accountant to do all of those things and and I think that that’s not realistic and that’s why we see some turnover in these roles um or organizations struggle with, I just need somebody that does both of these things. And I don’t think people really realize that accountants are not all the same. And so many organizations, money is not such an abundance that we can just both of those accountants.

[00:34:13.35] spk_0:
So

[00:35:27.46] spk_1:
a lot of nonprofits have to decide what’s most important. How can I get both of those um Accounting needs met tactical detail because that’s 80% of the work, you know keep the wheels turning and the bills paid. Um and but how can I also get that financial thought leadership that I’m looking for. So what I’ve seen in some cases that organizations will maybe higher and operate person, I just did a podcast the other day saying like nonprofits are quitting their accountant and what I meant by that is non profits are moving um similar to Danny actually probably speak better to this than I organizations are moving to more of an operations person that’s kind of the hub and spoke and they’re outsourcing outsourcing some of that technical work right? Maybe it’s hr maybe it’s accounting, maybe it’s I. T. But you still have somebody that can maybe do some of the tactical work because they’re on the front lines. They’re interacting with the staff in a more significant way. Or maybe they’re outsourcing that financial thought leadership. Or maybe they have a financial thought leadership in house but they’re using some other staff people to help do some of the bookkeeping. So that again you keep people doing what they do best um and creating work that’s meaningful for them. So not all accounts are created the same.

[00:35:31.32] spk_0:
Not all made the same

[00:35:32.19] spk_1:
as the biggest takeaway.

[00:35:33.35] spk_0:
Alright. Um I have to ask though, are there any accountants who would say I’m in the 80%?

[00:35:39.97] spk_1:
Absolutely.

[00:35:41.15] spk_0:
I’ve got a whole team.

[00:35:42.20] spk_1:
Yeah. Yeah. It’s funny because I have 32 employees and I would say probably 70% of my staff falls into that and we need to make sure that people see a path that they can take on additional responsibilities but not so much that they’re gonna be overwhelmed. Um

[00:35:59.67] spk_0:
I thought maybe all accountants think they’re in the creative,

[00:36:03.16] spk_1:
definitely not.

[00:36:06.28] spk_0:
Not that they actually are but that they think they are. It’s it’s a self image question.

[00:36:10.31] spk_1:
Well that’s a great point. I sometimes think as accountants are known to have maybe inflated egos of herself. If I dare to

[00:36:20.20] spk_0:
say. All right. That’s that’s where it was coming. That’s where I was coming

[00:36:22.06] spk_1:
from not

[00:36:23.07] spk_0:
where they are but where they think they are. All right, well, we’ll uh we’ll concede that you’re definitely in the 20% because you you can’t run a company called the charity CFO if if you’re if you’re not be the otherwise you’d be the charity bookkeeper,

[00:36:37.98] spk_2:
you’re

[00:36:39.11] spk_0:
not the charity bookkeeper. Alright. Um Danny, you want to contribute something.

[00:38:53.16] spk_2:
Yeah. So, you know, as Tasha was talking and and sort of talking about how, you know, technology needs. Like everyone can just use decks to take a picture and know what account to send it to and have everything all easy peasy kind of ready to go and like technology takes care of it, blah blah blah. Well, you can really get yourself into trouble if you don’t actually know what the structure of your accounting system is. So let’s say you have a program person who is using dext or even just you know, trying to code something on their receipt to share with their accountant. But they put the wrong chart of accounts. Well, the accountants just gonna do what the person told them to do. Say, okay, it’s in this one you told me to put it in there. Um And you don’t want them to be creative with that. You want the budget to match the chart of accounts. You want the chart of accounts and all of the expenses to go to the right place. But you don’t really know if that’s going to happen correctly. If you don’t train the people on the ground making the expenses sending in receipts if they don’t have the right information and you’re not kind of sharing that widely and having everyone understand with the chart of just the very basic things are and what, how to code things for your accountant. You’re really gonna get way off by the end of the year, you’re gonna, it doesn’t matter what fancy technology you have or if you have a 20% or 80% accountant, they’re doing what you’ve asked them to do. And so making sure that you’ve kind of got everybody buttoned up and, and learning what the basics are for your chart of accounts. And there’s not gonna be uh, one size fits all, like list of chart of account for every organization. That’s definitely something that comes out of programming comes out of requirements from your funders, It’s all related to your specific business. So we definitely went through some growing pains as we transitioned and had to essentially redo a lot of our chart of accounts because we realized our accountant that we had previously was sort of getting a little creative about which we didn’t provide any direction. And so they got creative on each month where these different same expense was going in a different chart. And so you have to sort of figure out how to unravel that. And then if it gets too far down the line, it’s really hard to do, it takes

[00:39:22.55] spk_0:
a lot, I don’t I don’t quite understand this one that you have to, you have to, so so you can educate me the way we were all supposed to educate the people who are spending the money when you say the chart of accounts, what why? I don’t understand why this is to everybody who’s out spending money, like you said, share the structure of your accounting system with widely, I don’t I don’t see what why that’s important.

[00:40:27.22] spk_2:
So let’s say, I mean I do this on a regular basis, so this is sort of my job is to make sure everyone in our organization knows what’s going on and how things code correctly. So, you know, let’s say at the beginning of the year, we’ve coded our organization provides professional development training, leadership training and um does some consulting work related to that as well. So we take a lot of our programming and we’ll bring it in house to people. So those are two different things. We have workshops that are open to the public and we have specialized consulting work that we do. So let’s say we have a consultant or a facilitator that we’ve hired to do a workshop. Well we’ve got a different chart of accounts essentially for saying how to split that consultants time. So we have one bucket that says, oh this is our consulting expense. But if you just put it in there and say, oh that’s a consulting expense or you know, this is a hired outside facilitator that we’ve brought in. But we don’t say whether it was for our workshops or for the, you know, the on site consulting specialized work that we’ve been contractually obligated to do with an organization.

[00:40:47.28] spk_0:
How

[00:40:48.49] spk_2:
are you going to know how much you spent

[00:40:50.86] spk_0:
for

[00:41:12.37] spk_2:
each of those different program types? So you really can have, and we have the same facilitators and they do different types of work for us at at all times, but we want to know at the end of the year what was our expense for our consulting work? What was our expense for our workshops and things like that? So we have to be very deliberate and understand when someone’s sending in an invoice or sending in a receipt that they’ve sort of coded that correctly.

[00:41:50.67] spk_0:
Okay, so it’s all a matter of like allocation to the right allocation to the right uh budget line or or general program area. The way you’re describing, you know, you have to you have two distinct areas, You are Alright, so allocating expenses and revenue, obviously two to the right, you know, not just that, it’s it’s just not generic revenue, but, you know, because at the end of the year we want to know what our expenses and our revenues are like in across. Well, in your example, you know, on both sides of the work that you’re doing, right? The public workshops and also the private consulting,

[00:41:58.74] spk_2:
right? Yeah. And so that can be really complicated if you let it sort of go down the wrong path. But you’ve got one of those really complicated federal funding grants and you’re not supposed to allocated a certain amount to this program. It’s really supposed to go to this program. Um,

[00:42:16.88] spk_0:
and

[00:42:17.10] spk_2:
you can kind of, you know, can be a lot of a bigger process to undo later on.

[00:42:22.88] spk_0:
Right, do it right the first time instead of trying to do forensic accounting to try to figure

[00:42:27.65] spk_1:
out. So

[00:42:28.76] spk_2:
it’s important for people who are, who are sending in those, you know, those pictures of their receipts on decks or expense. If I too have coded it correctly, before they send it to the accountant to make sure that they understand what account it’s supposed to go into or come out of.

[00:45:01.97] spk_0:
Okay, very helpful. Thank you. It’s time for Tony Take two. I’ll be on a panel endowment excitement, fundraising and management end quote. So where are you with your endowment? Do you have an endowment? You might be at zero or maybe you have a mid size middling endowment or you’ve got a vast endowment. The other three folks will be able to help you with endowment management principles. You probably don’t have a vast endowment. I bet there aren’t too many listeners who have vast endowments, but for the outliers, there’s something for you in this panel as well, for the vast majority of folks, no endowment or teensy weensy, itsy bitsy endowment or something in the middle. I’ll be doing the planned giving fundraising part of endowment excitement, fundraising and management. I’ll be the fundraising part. Talk about how planned giving is enormously valuable for endowment starting or endowment building. The other three folks there, the smart folks in endowment management. So we got the fundraising, we got the management doesn’t matter where you are in your endowment status capacity robustness, if you like. There’s something for you. It’s August 25 at noon eastern time. Oh and I should say we are sponsored graciously by an ex unite. Thank you and next unite. So to make your reservation, you go to N X unite dot com and you click webinars and panels and if you can’t join us on august 25th at noon, sign up and you’ll get the video. Of course it’s 2022 naturally. So I hope you’ll be with us either live or archive. That is Tony’s take two. We’ve got boo koo but loads more time for accounting for nonprofit leaders with Tasha Anderson and Zanny Miranda. Tasha. Your turn. You wanna, you wanna contribute.

[00:45:49.01] spk_1:
Yeah, yeah, I’ll contribute a little bit more to that one. But to kind of sum it up for me what I tell people. There’s usually a lot of frustration. I don’t understand my accounting and I usually tell people, it’s not that you’re using quickbooks and quickbooks is not sophisticated enough. It’s that it’s not set up the right way and then the user that’s using it is limited. And what I tell people kind of garbage and not that the work is entirely wrong. Right? It’s accurate. The dollar amounts accurate, the vendor is accurate, but if it’s not in put a certain way, then you’re not gonna be able to get reports out a certain way. So you kind of have to think more globally. Uh, you know, how do you want this to come out and then you have to understand the intricacies of the system in order to get the end result. So what Danny is referring to is just understanding high level, what is it that you want to see? How is that information can be put out and then making sure that the inputs are going in the right way so that you don’t have that forensic accounting that you mentioned trying to go back and figure that out. And so many organizations go through that forensic accounting exercise every time they have a simple report. Um, a simple report.

[00:46:17.39] spk_0:
Yeah, I’ve seen some of that. I know it’s it’s expensive. It’s, it’s time consuming. Didn’t have didn’t have to have been done badly to start with. All right. Let’s move on. Let’s move on,

[00:48:42.83] spk_1:
moving on. So the next one I would say, um, that nonprofit leader should share more about their financial information in their financial position with other people within the organization. And what do I mean by that? I kind of alluded to it earlier that I have been in situations where it’s just the Ceo and I carry the weight of the financial management, the financial, he’s right. And I’m not just talking like, oh my gosh, we have enough money to make payroll. I’m talking about being the person, the point person to explain to the board why we didn’t hit our fundraising goals, why our program contracts not fully utilized, why we were over underspending and salary expenses because we have vacancies in the various departments or what have you. Um, and that’s kind of what we’re talking about. It all kind of feeds together. So if we understand what those KPI S, those benchmarks, those metrics for measuring, we have an accounting structure in place to properly categorize and track these things, not just by thunder, but by department we customize our reporting in a way that’s meaningful. Maybe that that translates to creating a income statement or a financial report, a budget actual by department and then sharing with those that run those divisions of the business, their area of responsibility. That’s where I like to get to that the fundraising, you know, professional within the organization actually gets a periodic report. So they know what they spent in order to raise the money and where we’re at and what we expected them to do the same with the program team, same with anyone else that has that area of significant responsibility. And so often I see that again, the financial person and the ceo bear that responsibility and they end up being the money. Police, can I spend money for training? No, can I do that? It’s kind of crushing for morale a little bit that you have to police every dollar spent. And in a perfect world we would include all of these individuals in the budgeting process. Okay, fundraising department, what what do you need to spend this year? And how much honey are you bringing it? Same with the program team. You know, all of the different people involved. I like to get input from them. They give me their budgets on what they believe they need to spend to meet the outcomes and the objectives that they’ve laid out to do. So if that means we need to add another staff person, if that means we need to pay for more programs, supplies or go to a couple conferences, whatever it is. Um, let me know. So that when whenever you come and say, hey, can I, you know, attend this conference this year, I can then in return say was that in your budget and assuming the cash is available, people start owning their own things and there and we hold them accountable right,

[00:49:19.57] spk_0:
Right? Like delegating responsibility for the budget that you’re responsible for rather than rather than as you said, you know, having to ask, I mean you’re, you’re empowering folks, you’re educating them and empowering them to spend their budget responsibly. And obviously, you know, that’s part of performance review and, and, and through the benchmarks and the metrics that we talked about first, we’ll know whether you’re, whether you’re doing it accurately or

[00:49:26.46] spk_1:
not

[00:49:27.23] spk_0:
wisely or not. I guess it’s probably better than accurately, but Okay, Alright. So like delegating, delegating budget responsibility and accountability as well, of course.

[00:49:39.06] spk_1:
Alright, where’s

[00:49:43.20] spk_0:
the role of the board here, Tasha in should it just be a quarterly review of of the overall financial picture? Should it be every board meeting? Let’s take a board that meets, take a worst case scenario, a board that meets monthly. Do they need to see a monthly financial picture? Can it just be quarterly, semi annual? What, what do you think?

[00:52:09.36] spk_1:
Yeah, So that’s a great question. I think it kind of depends on the organization, uh, small struggling organization, I think probably needs more oversight than one. That’s pretty well figured it out and they’re pretty mature. I would say kind of best practices that you always provide financial reports at every board meeting. Um, maybe you don’t pour over it in a huge level of detail, but the reality of the fiduciary responsibility is up there with one of the top board responsibilities. So I personally would never recommend having a board meeting for which finances were not considered solely for that reason. Um, I will say a lot of the nuts and bolts of the oversight, the financial oversight. Oftentimes happens at the finance committee level. So oftentimes the finance committees will be reviewing more detailed reports on a monthly basis, asking whatever questions they need to ask, then, you know, usually a summarized version of that information is given to the overall board. I mean, we don’t definitely don’t want to spend board time discussing why we’re overspending and office supplies. Right? When we’re ignoring the, you know, the big elephant in the room on why we’re off of our fundraising projections by 50%. I think you had those conversations before. So we want to keep it really high level. Um, but the, the details get done at the finance committee level and the, um, the, the high level discussions happen at the board level. And I’ve seen the spectrum of some boards that are really involved in the financial management so much to say that it probably crosses the, uh, you know, some boundaries in terms of your role is oversight and not actually managing the organization. Um, and then I’ve seen some words that are probably too passive, uh, and will come back around once financially the organization starts struggling. And what I’ve seen that consistent, um, a consistent presence and a consistent accountability from the board. That’s what keeps organizations in a good place. I mean, if you just keep coming in and out once things start to get a little rocky may be having some consistency and some accountability will keep the pendulum swinging from one way to the other. So to answer your direct question, every board meeting I think should have a financial review. Um even if it’s only five minutes to just update everybody on, are we on track or we off track is usually what I like to tell people

[00:52:31.79] spk_0:
and it helps to have a finance committee that’s paying closer attention. If you’re, you know, if your board is has that expertise and and frankly is big enough, you know, a five person board may not, may not be big enough to have a finance committee and you don’t want to have just one person looking at it because that that’s a mistake. I think

[00:54:00.86] spk_1:
I want to say something to before we go into the last one, I don’t want to run out of time. But what I think is the most important thing cause I wanna, I wanna validate what you’re saying that not every board is big enough to have a finance committee. Um and not every board has an abundance of accountants lined up trying to join their board. I recognize that fact, what I think is really important, what I think what I like to do for our clients is to create the financial information um presented in such a way that they can have the board can ask questions and have fruitful conversation. What do I mean by that? Oftentimes they get all these really long reports with all these numbers. They don’t actually know what any of it means. And there’s this intimidation level where many board members just don’t feel comfortable asking questions out of fear of looking silly or uneducated. Right. And so what we do, we put together an executive summary. And so I would encourage anybody listening to have their account and create some sort of executive summary to give a narrative that explains the context or what’s really going on and more of a written format. Because if you just simply give financial reports, you’re gonna keep butting up against the same problem. So what I try to do is create a process that will drive conversations at the board level. So if we write, hey, we are off from our fundraising goals. This is a red flag or you know, maybe not in those exact alarming words, but they may not necessarily interpret that just by looking at the report. So, but if somebody read that, they could say, well, what are we going to do about fundraising?

[00:54:11.56] spk_0:
Right, context.

[00:54:14.57] spk_1:
Yes. Yes. And I think that that engages boards more to have some of those financial conversations. Um, so if that’s not being done, I would really recommend

[00:54:24.64] spk_0:
that. All right. Sandy, you have, we should be wrapping up with another one or two unless we combined or something. But as long as the content is there, you have, Do

[00:54:31.81] spk_2:
you think we combined a couple, particularly around succession planning and making sure you’ve got your processes in place? Because they’re sort of,

[00:54:39.89] spk_0:
we didn’t leave anything out there. Well,

[00:56:31.28] spk_2:
there’s one thing that I think Tasha was almost alluding to and if you if you’re answering yes to any of these questions, does my organization feel siloed? Are we not getting the right reports from my accountant as my program staff and development team, not communicating any of those details about what requirements are or when reports are due. If your board is sort of questioning things and they can’t figure out what’s happening if any of those things are happening, it’s really not your accounting, it’s your culture and so making sure that across the board accounting doesn’t just stop with the accounting team. It doesn’t just stop at the Ceo or the chief or executive level, I should say. You know, it’s really a team effort. Everyone in the organization, from the receptionist to the program staff to the board president, they all need to know maybe not every single detail of course, but they need to have a general picture and an idea of what is happening in the organization. And some people need to have more information than others. Like I would say, a program staff person needs to know very detailed information about their accounting as much or as the same amount. So they can have a great conversation with the accountant to make sure that they’re on track that they’ve got their budgets aligned and sort of creating a culture where you’re unsure what the other program team is making and how much money they have to work with versus how much you have. You know, why does my executive director keeps saying no to me spending money on these things that I think will boost morale or will actually get better outcomes for our program. What’s happening is that if those are questions that you’re having, it’s really time to examine what’s happening in your culture and maybe try to change some of that, um, sort of fear or change some of that mindset around sharing information about money,

[00:56:56.55] spk_0:
accounting may not be your problem. Maybe something deeper. Sometimes technology is blamed to the technology may not be the problem that maybe the culture in the organization Zanny where is nonprofit solutions and where are you? You may not be in the same place as

[00:57:46.31] spk_2:
I know. Now, now everyone can be everywhere. Of course we are based in SAn Diego. Uh, that is not our geographic limit though for nonprofit solutions. I also live in SAN Diego. Um, but we are online, so we do a lot of virtual workshops and trainings and we can also do our contractual work. Um, so if anyone wanted to hire us for leadership training and um, we do have a lot of management training for new managers. So that is all can be done virtually and we’re now that things are starting to get a little bit easier to to come together. We used to do everything in person and so now we’re slowly getting back to in person but I would say the majority of our work is virtual so we can really be anywhere in any time zone. What’s

[00:58:04.96] spk_0:
the website for nonprofit solutions?

[00:58:06.91] spk_2:
It’s N. P. Solutions dot org.

[00:58:11.39] spk_0:
Okay, Tasha, where where’s the charity CFO, wherever you are, That’s where the charity CFO is.

[00:58:27.72] spk_1:
That’s right. Well, our office, our headquarters and all of our team are based here in ST louis Missouri. So although we work remotely with our clients, our team is centered here in ST louis. We do have not Office, we collaborate here, however, um only about 30% of our clients are here in ST Louis, the rest are all over the country from coast to coast. So we work with clients all over the place in the United States

[00:58:38.12] spk_0:
and what’s what’s the website for charity? CFO,

[00:58:40.91] spk_1:
yep, it’s the charity CFO dot com.

[00:58:44.29] spk_0:
Okay, I love I love Missouri because I lived for five years in Warrensburg. Warrensburg where where Whiteman Air Force Base is,

[00:58:53.37] spk_1:
I

[00:59:03.01] spk_0:
was in the Air Force for five years. So I lived in Warrensburg, we used to spend more time in Kansas city because it was closer but we went to some ball games in ST louis. Okay. All right. Uh Tasha Anderson, founder and Ceo of the charity CFO and Zani Miranda Operations Manager at nonprofit solutions. Thank you very much. Thanks for each of you sharing. Thank you.

[00:59:19.83] spk_1:
Got

[00:59:22.92] spk_0:
a great balance between professional C P A. And the the practicing learning client who’s who’s got some significant accounting responsibility but not a C P A. I love the balance. Thank you

[00:59:32.47] spk_1:
very much. Thank

[00:59:33.73] spk_2:
you. Thanks

[01:00:48.65] spk_0:
to our listeners for being with tony-martignetti non profit radio coverage of 22 N. T. C. Thanks so much for being with us Next week. Our final 22. NTC show your tech problem is actually a people’s problem. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c. O. And by fourth dimension technologies. Their product is I. T. Infra in a box, the affordable tech solution for nonprofits, but they’ve got the free offer going on. So that is at tony-dot-M.A.-slash-Pursuant D just like three D. But they do want to mention deeper. Our creative producer is Claire Meyerhoff shows social media is by Susan Chavez. Mark Silverman is our web guy and this music is by scott stein, Thank you for that. Affirmation Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95 go out and be great

Nonprofit Radio for July 25, 2022: Cybersecurity 101

 

Matt Eshleman & Sarah Wolfe: Cybersecurity 101

Our #22NTC coverage picks back up with a summary of the tech threat landscape, key policies and procedures to have in place, and how to make the case for devoting resources to IT protection. Our guests are Matt Eshleman and Sarah Wolfe, both from Community IT Innovators.

 

 

 

 

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[00:02:05.14] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast my goodness. Last week’s show was great fun. They’re all fun. But the last weeks 600 show was great fun. Oh I’m glad you’re with me for this week’s fun show I’d be thrown into an echo Griffo sis if you clawed me with the idea that you missed this week’s show, Cybersecurity 101. Our 22 NTC coverage picks back up with a summary of the tech threat, landscape key policies and procedures to have in place and how to make the case for devoting resources to IT protection. Our guests are matt Eshelman and Sara Wolfe, both from community I. T. Innovators, non tony steak too. My boys just cracked like I’m 14 years old, please start your plan giving with wills. We’re sponsored by turn to communications. Pr and content for nonprofits. Your story is their mission turn hyphen two dot c o and by fourth dimension technologies I. T infra in a box. The affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant four D. Just like 3D but they go one dimension deeper Here is cybersecurity 101. Welcome to Tony-Martignetti non profit radio coverage of 22 NTC. The 2022 nonprofit technology conference hosted by N 10. Our coverage brings me now Matt Eshelman chief technology officer at community I T innovators and Sara Wolf sales

[00:02:15.50] spk_1:
manager

[00:02:16.64] spk_0:
Also at Community I. T. Innovators. Matt serra. Welcome to non profit radio

[00:02:23.14] spk_1:
Thanks. tony It’s good to be here.

[00:02:25.34] spk_2:
Thank you. Glad

[00:02:42.84] spk_0:
to have you. Pleasure to have both of you. Um Your session topic is defending against Bogart’s and boogie men understanding and pitching cybersecurity for the accidental techie sarah. Why don’t you get us started? Let’s define accidental techie. I think we have a lot of them listening but they may not know it.

[00:03:13.44] spk_2:
Yeah so accidental techies are the people at an organization that are not necessarily somebody who’s been trained in I. T. But is relatively tech savvy and so they end up being the ones who help their coworkers with tech issues or are the ones that end up wearing the I. T. Support hat even though they might necessarily have they haven’t necessarily gone through professional training for it?

[00:03:32.14] spk_0:
Okay. Right so they know enough that they know more than others but they’re not they’re not professionally trained in technology. Okay and and matt why are why are Bogart’s and boogie men your your description says an accidental techies biggest nightmare what’s lurking there?

[00:03:38.23] spk_1:
Well I think yeah

[00:03:51.34] spk_0:
I don’t even know. Yeah I’m not even an accidental techie. Okay there’s the first problem you like you’re suffering a lackluster host obviously. Okay. Alright

[00:04:28.24] spk_1:
so they I think the takes the form of kind of your your biggest fear and so yeah whenever it appears it it shows up as as what you’re most afraid of um you know and I think for for folks that are supporting nonprofit organizations. Yeah there is this fear of of kind of what could be lurking out there, What kind of threats could impact your organization. Uh and for many folks, especially the accidental techies, they don’t have that background training and experience in terms of how to protect their organization. And so that’s why we wanted to to have that session to help provide some tools and equipment so that people that, you know, have that responsibility, but maybe not the training can pick up a few, a few tips.

[00:04:40.74] spk_0:
Okay. Why don’t you, why don’t you start us off? What would uh what would you like folks to know about that? They don’t know well enough, but they ought to.

[00:05:30.74] spk_1:
I mean, I think the biggest thing for for folks to understand is just I think the importance of what’s called multi factor authentication. So M. F. A. It’s often referred to uh it’s something that, you know, which is your password and then something that you have and for most folks that would be an app on their smartphone. Um and what this gives is an extra layer of protection, you know, we all know people’s passwords get compromised and and kind of stolen all the time. But if you can add that extra layer of, you know, an app on your phone to protect that login, then you’re much much less likely to have your account compromised. And kind of, what we see is that most compromises then, you know, will then lead to other things that you know have significant damage in terms of, you know, emailing, you know, all of the contacts in your organization’s database, uh sending out malicious links, you know, sending out updated payment information so that can kind of lead to a lot of other bad things. And so if we can protect that account with M. F. A. Then the organization becomes a lot more secure.

[00:05:46.54] spk_0:
Okay. And you’d like to see this mandatory? Not opt in

[00:06:16.74] spk_1:
that is exactly right. You know, Microsoft and the other big Um you know, tech providers are starting to enforce that now as a as a requirement, but if you’ve been in office 365 or if you’ve been in Google apps for a long time, uh it’s not required and it’s something that organizations need to take a couple of steps in order to set it up and roll all their staff provide training uh just to make sure that it’s set up and working correctly.

[00:06:27.54] spk_0:
Okay. So we should be doing it, we should be opting in where it’s optional and we should make make it mandatory if we’re the we’re wearing the hat of the uh the accidental techie,

[00:06:32.04] spk_1:
yep. Exactly. Right.

[00:06:37.94] spk_0:
All right. All right. Sarah, what else, what else can you share for? Are these folks

[00:08:13.14] spk_2:
I think for the next biggest thing uh is, you know, making sure that your staff, you know, are actually aware of the different security risks and things like that? Having a security awareness training program is one of the best ways to make sure that even if something, you can have all of the fancy tools in the world, every single like filter and everything, something’s going to slip through. And if you have staff that know what to look for and know not to click on something or not to go on that website or not to, you know, enter their information in various different places. Them having the knowledge is going to be one of the biggest returns on investment in terms of security, antivirus. Uh, we only, we had so few um, issues with antivirus last year, out of the 696 security incidents that we were dealing with, Only seven of them were viruses and only 45 of them were malware. And so it’s much more important for staff to be able to identify what’s a spam email, what, spearfishing. How can I tell if I’m looking at an email from somebody else whose account has been compromised and having the training to make them aware of. That is definitely worth the investment. And there are great tools out there, like, no before that, you know, are really easy to use.

[00:08:31.84] spk_0:
Okay. And so, uh, no, first of all, it was no before like K N O W K N O W before. Okay, I didn’t know about this, but I figured out no. Before. All right. But that’s not that’s not really saying much but any case. Um So is that a security training? Like is that online security training that folks can get it? No before or like how is this accidental techie gonna push this and and offer the training in their in their non profit

[00:10:02.94] spk_2:
That’s great. Yeah. So uh that’s a learning management software and that’s specifically for cybersecurity behaviors and tools. The way that you’re going to pitch this for your organization is to first gather your data, get your plan of attack. And a lot of times you know that involves one Looking for friends in the company to support you to getting data and you know trying to make sure that if you are able to um like find partners either within the organization or maybe even reach out to your board governance committee, um those people are going to be able to you know, help leverage some of the existing requirements that you have, if an organization needs to apply for cyber liability insurance a lot of times multifactor authentication is going to be one of the requirements. A staff security training is going to be one of the requirements. And so being able to leverage those and then putting it putting your plea into terms that people understand if your E. D. Is looking at, you know, what is the comparing the cost of of security, education software versus you know, financial compromise. Like there is a definite argument to be made there

[00:11:03.94] spk_0:
it’s time for a break. Turn to communications, media relations and thought leadership. Peter pan a pinto, a turn to partner was on last week. He’s a former journalist at the Chronicle of philanthropy. His partner scott is also a former journalist so they know what to do and what not to do to build relationships with journalists. Those relationships are going to get, you heard turn to communications, your story is their mission turn hyphen two dot C. O. Now back to cybersecurity 101 you mentioned cyber liability insurance. Is that is that something else? We should be flagging for these for these poor accidental turkeys.

[00:11:08.54] spk_2:
The

[00:11:08.75] spk_0:
beleaguered, beleaguered, accidental techies.

[00:12:16.64] spk_1:
Yeah. I think we’re seeing more and more organizations go through a cyber liability insurance kind of renewal process. Typically that’s something that’s handled by the, you know, the finance department of the organization. What we’re seeing is that, you know, for cyber liability insurance or even for financial audits, they’re becoming a lot more technical. And so it’s likely that if you’ve got any any tech aptitude at all, then you’re being enlisted to help fill out these applications to provide the detailed information that’s being requested. And so yeah, we’re seeing a lot more sophistication being, you know kind of demanded by these insurance companies in terms of, you know understanding which controls are in place because we’re seeing even cases where if you have not turned on multi factor authentication for all your your systems you won’t even be eligible for coverage. Uh and so it’s pretty dramatic that you know organizations are now being, you know, it’s a good idea to protect the organization, you know, for these cyber security controls. But there’s this also this extra layer of requirement from you know, insurance carriers now to say hey like you have to have this so we’re not gonna provide you insurance.

[00:12:40.94] spk_0:
Okay, okay. Sarah, let’s go back to you. I’d ask you about cyber liability insurance and then matt usurped unceremoniously uh usurped your your your your platform. So let’s go back to you what else, what else can you contribute for these for these folks?

[00:13:53.94] spk_2:
Yeah. So with with cyber liability insurance it’s something that oftentimes is getting you know much more of a top down decision making process. Somebody will have, you know, these things like the ransomware and and wire fraud and issues like that have been, we have bubbled up more inter in like the public awareness and so there’s a lot of top down pressure for these things to get adopted and you know there one of the things that they’re also going to ask for is you know, what are your plans? Do you have an acceptable use policy for your I. T. Do you have a plan for when something does go wrong, you know what do people know what to do, who to reach out to, what steps to take? You know because you know you you hope for the best to plan for the worst. And there are a lot of really good resources out there for developing these sorts of acceptable use policies for for creating incident response plans and you know you can um really it can get overwhelming sometimes the number of you know different resources that are available and what to use and what not to use. So you know partnering with somebody who does know you know a little bit more about cybersecurity or is providing that knowledge to the community. Um

[00:14:43.94] spk_0:
Let me guess that that that’s the work of community I. T. Innovators. Am I going out on a limb taking a taking a stab in the dark? Yes. Okay well we’ll get I’ll give you a chance for this for the shout out. Alright explanation. But I’m gonna ask you first what are what are some resources for folks? I mean I’m you got me feeling bad now for these people because we’re like we’re enhancing their to do list but this isn’t even their job that they’re paid for. But yeah we’re talking about looking into insurance and having policies and now now now they are now realizing they are beleaguered because it’s not even their job, they’re just got foisted on them because they know more than all the baby boomers in the

[00:14:53.77] spk_1:
office.

[00:14:56.64] spk_2:
Sometimes it is baby boomers who are accidental techies.

[00:14:59.85] spk_0:
All right. It’s probably not too often. Thank you for that, but probably not not too often. All right. But so what are some resources that folks can can rely on? You said there’s there are many, where can we look?

[00:15:14.44] spk_2:
So I’m going to start with the the self interest pitch first. Uh community I. T. Has a great um library of publicly available resources on our website and our Youtube channel um that are really great for digging into these kinds of things. Um A great

[00:15:30.38] spk_0:
places website. The website

[00:16:00.74] spk_2:
is uh community I. T. Dot com. Um and the one of the other places that I know that matt has as our cybersecurity expert has a lot of people start is with the cybersecurity framework by nest the um and that website have a link to it. It’s N I S T dot gov two slash cybersecurity framework.

[00:16:03.65] spk_0:
Okay. And I S T dot gov slash cybersecurity framework. So N I S. T. Obviously is a government agency, National Institute

[00:16:11.61] spk_1:
of Standards

[00:16:12.97] spk_2:
and Technology

[00:16:24.44] spk_0:
Technology. Thank you. So. Okay. Um Alright, so there’s a couple of resources um including community I. T. Innovators. Anything else you’d like to share with that folks can rely on?

[00:16:47.44] spk_1:
I’d say that there’s no shortage of resources out there. Techsoup is also a great resource. So in addition to the donations that I think we’re all familiar with Techsoup also has a courses and training and so they have some free resources that I would encourage folks to check out there. Um, so I think, yeah, there’s, there’s no shortage of resources that are out there to help people learn. I think, you know, the big, the big challenges is really putting it into action.

[00:17:16.24] spk_0:
What about a little uh, can we give some uh, psychological support to these beleaguered folks? Now? I’m telling you, you have me feeling very badly for them? Um, what we’ll get back to the to the bog arts and boogie men, I promise. But but uh, let’s let’s take a little digression to how we can support these folks other than recommending things for them to be aware of just like how can how can we support them otherwise.

[00:17:25.34] spk_2:
So I think that, you know, I’m trying not to turn this into a pitch for joint for having an MSP come in and like do you own this stuff for you? Because

[00:17:33.45] spk_0:
what’s an MSP

[00:17:34.70] spk_2:
MSP is a managed service provider.

[00:17:38.13] spk_0:
Thank you. That’s what you are

[00:17:40.09] spk_2:
support, we have

[00:17:41.20] spk_0:
drug in jail on non profit radio So yeah, but I, I saved you from from any any lengthy sentence. Okay, a managed service provider. Okay,

[00:18:35.14] spk_2:
so that is that is one of the ways you know that you can get support. The other thing is you know, really leaning on the rest of the community Text suit is a great place to look for resources and you know, the entire community is a place to ask questions. Um There are also you know on linkedin and facebook and places like that. There are communities that you can reach out to for wanting to event looking for ideas, looking for recommendations. Those are all um possibilities. I uh definitely enjoy seeing how many you know how ready people are when people post on the N 10 forums like I need help with this and like there are definitely people jumping on,

[00:19:12.74] spk_0:
it’s an enormously supportive community. Yeah I I fear that even though I say it a lot because amy sample Ward is on the show very often. She’s our technology contributor. Um and so she’s often saying it to that intent is not only for technologists but I I still think people have that misconception. Um It can be for folks who are not even you know not even responsible for technology in their office but they’re just using it. You know you’re just using it in your non profit and In 2022 like who is not using technology? I don’t think we’re running everything by index cards even if you’re on an excel spreadsheet, you’re still using technology. So.

[00:19:22.64] spk_2:
Yeah.

[00:22:28.84] spk_0:
Yeah. Well that yeah and line printers now you’re talking about when I went to college so be careful Sara it’s time for a break. Fourth dimension technologies. You heard the four D. Ceo jug in last week. Talk about I. T. As a service for nonprofits. They know they’re in a service business. Their I. T. Infra in a box. The I. T. Buffet. If you will is structured around service, take what you need and what fits your budget, leave the rest behind. They know their work is to serve your I. T. Needs comes from the Ceo directly fourth dimension technologies tony-dot-M.A.-slash-Pursuant D. Just like three D. But they go one dimension deeper It’s time for Tony’s take two. This is my silver jubilee in planned giving and august is national make a will month next month. So let’s start talking about your planned giving program launch with wills wills. Why should you start your planned giving program with wills This week? three easy reasons. First they are the most popular planned gift by far expects 75-90% of your planned gifts forever to be the most simple planned gift. The gift by will. So it just makes sense to start with what’s gonna be At least three quarters of your gifts anyway Behind door number two there’s no donor education. Everybody knows what a will is. Everybody knows they need a will and everybody knows how will’s work. You don’t have to spend time and money educating donors explaining to them the concepts of life insurance as a planned gift or charitable gift annuities or remainder trusts. You’re sticking with the basics, something that everybody understands and Behind door number three there’s no staff education, everything I just said applies to your staff to everybody knows what wills are, everybody knows how they work and everybody knows that they need one. So you don’t have to train your staff on life insurance and gift annuities and charitable remainder trusts completely unnecessary. You’re starting with the basics and you may never ever decided to go further and that won’t matter. But the place to start is gifts by wills for those three reasons, three reasons for today in any case. And that is Tony’s take two. We’ve got just about a butt load more time for cybersecurity 101 with Matt Eshelman and Sara Wolf Matt.

[00:22:29.94] spk_2:
What

[00:22:30.17] spk_0:
else? Um, let’s go back to

[00:22:32.94] spk_2:
what,

[00:22:33.16] spk_0:
what we can the rockets and the boogie men that

[00:22:36.24] spk_1:
we want

[00:22:36.47] spk_0:
to help these folks look out for.

[00:23:01.04] spk_1:
Um, yeah, I would maybe also just kind of come back in terms of what’s good about investing in this training is that it’s, it’s good to see progress And I think that’s one of the benefits as Sarah mentioned the know before platform. It’s great. You know, spend a little bit of money to invest in a platform because then you can actually see the progress of, you know, how many people are taking and passing these little trainings and then know before does a little thing called test fishing and you can actually see the percentage change of how many people in your organization are kind of clicking on stuff that they shouldn’t. And so, you know, whenever you test, yes,

[00:23:34.04] spk_0:
it’s great test phishing emails to your enemies in the office, report them when they click, when they click after two days after the training and they click, you can, you can turn them in. Now organization advantage. Now there’s an advantage to being an accident that you’re no longer beleaguered. You’re empowered. Yes, send, send, send a, send a test phishing email to my boss who just turned me down for getting the day after christmas

[00:23:46.84] spk_1:
off. So

[00:23:47.30] spk_0:
yeah, so it’s great.

[00:24:31.44] spk_1:
You can, you know, you can see, you can see progress and so not all of cybersecurity is kind of like doom and gloom and you know, battening down the hatches, you know, against the onslaught. I think it can be fun. It can be engaging. You know, uh, you know, I think organizations that yeah, do elevate it. And it’s something that, you know, people can talk about and talk about openly as opposed to, you know, being being silenced and kind of feeling bad about themselves. If they, if they clicked on one of those messages, right? Like that’s not the approach you want to take. You want to take the approach of encouraging that learning because, you know, if you got caught by a suspicious message, uh, you know, it’s likely somebody else got that too. And so having this kind of culture of openness and engagement. Yeah, is really successful,

[00:24:37.54] spk_0:
right? I agree. Unless it’s your boss who turned you down for the day after christmas, that then it’s then it’s vindictive reported

[00:24:40.64] spk_1:
to the board.

[00:24:49.24] spk_0:
Yes. Oh, without a doubt. So All right, well let’s stay with you matt. What else? Um what else can we? Yeah,

[00:26:00.74] spk_1:
I think the other thing that we started to see more of would be kind of financial fraud or what’s kind of called in the, I think the official terminology wire fraud. So you know, it could be something as simple as those messages people get, you know, that look like they’re coming from the executive director saying, hey, I just need you to buy these gift cards. Call me real quick. I got something for you to do. You know, we’ve seen people get caught up by that, you know, even to more sophisticated cases where people are getting tricked by well crafted emails that say, oh, I need to update my payment information or hey, we’ve got a grantee and they had a problem with their bank account and here’s the new bank account information. So uh you know, that kind of falls into an area where it’s, it’s not just a technology control. You know, there isn’t some product that you can buy that’s gonna magically make that go away. Um but it’s a combination of having training, maybe having some good spam filtering tools in place, but then also having some policy and procedures so that you’re talking about that with your finance department, uh, so that you, you have good processes in place. So it’s payments aren’t made just by one person making a change, but there’s some some review and some betting maybe we need to call somebody. So I think again, it’s it’s not just technology solutions, but really that that kind of the people in process comes in into these equations as well.

[00:26:22.74] spk_0:
It seems like they’re getting more sophisticated. Uh, the little savvy er like uh your your account renewed for $399, you know, click here to see the invoice. You know, I don’t know, they just seem, they seem like they’re improving

[00:27:35.94] spk_1:
well. And I think you’ve identified a key understanding is that uh this is this is a cyber crime. This is a criminal enterprise, right? This is financially motivated. And the bad guys are doing it, you know, not just to kind of go in and wreak havoc on your network, but they’re doing it to make money. Uh and so I think that’s also helpful for organizations to keep in mind, right? You know, you can be the greatest nonprofit in the world and be, you know, have the most noble mission. No, they’re not attacking you because of your mission. They’re attacking you because you have money and, and you might get tricked into yeah, doing that $399 renewal or maybe you updated a payment information and and that was $25,000. And so uh, you know, the mission, you know, does not matter For those, uh, you know, cyber criminals who are financially motivated and it’s a lot easier to, to kind of trick somebody into giving you $400 than it is to, you know, write some super sophisticated virus that’s gonna go on to your computer and encrypt all your files. Then you’re gonna have to try to figure out how to pay them in Cryptocurrency. Yeah. It’s just, it’s a lot easier to try to trick people into giving you money than it is to write, write a new virus. Yeah.

[00:27:49.14] spk_0:
Okay. And then of course there is the community of nonprofits that, that are at risk because of their mission. And because you know, we’re living in a polarized time. It’s, it’s no longer

[00:27:54.27] spk_1:
just

[00:27:55.34] spk_0:
um, hot button issues, you know, like gun rights or, or abortion.

[00:28:00.21] spk_1:
I mean,

[00:28:06.74] spk_0:
it seems like a lot of missions could trigger someone to do something malicious, you know, technology wise. Uh,

[00:28:27.94] spk_1:
yeah, I would say so. We really see that, um, primarily for organizations that are in the space kind of like government think tanks, policy groups, you know, kind of good good government. Those tend to be the kind of attack attract the most attention. Um, and then I think organizations that work on, you know, human sexuality and uh, you know, family planning and abortion services like are in that category as well. Right,

[00:28:39.24] spk_0:
Sarah, let’s turn back to

[00:28:40.94] spk_1:
you, what,

[00:28:41.21] spk_0:
what, what more can you share with us?

[00:31:26.84] spk_2:
Well the one of the things that you know in in that theme of you know it is financial, these these this has become a business enterprise and it’s become you know not necessarily organized crime but it has become something that is a multibillion dollar business. And um That is something that we’ve definitely seen. We’ve seen an increase in the number of incidents that we end up responding to like from 2018 to 2021. The number of cybersecurity incidents is that that community I. T. Was able to track tripled. And so you know there isn’t a way to really fly under the radar anymore and you’re right, these people are getting smarter. It’s not just all Nigerian princes looking for for oil or gold or whatever. It’s you know, there have been times where you know, we’ve seen examples that have been caught in the tools or that did get through and did nearly create an issue. And I sat there and looked at the email chain and I was like, I can’t tell where this jumped in and then you like have to like really highlight and look in and look in the details and you go, oh, oh okay. Like there was just like a one letter change in somebody’s email address, you know, or and like that can you know if if you don’t have the training and you’re not necessarily aware of that stuff and then the redundancy that that matt was talking about um making sure that, you know, it isn’t just up that that all of the keys to the castle aren’t in one person’s hands. Uh so that you can, you know, make sure that there’s additional eyes to see, you know, what you missed or to make sure that this is the real deal is, you know, really important. Um you know what, it’s, it’s definitely a frame of mind thing. You don’t want to be constantly consumed with worry and you know, be paranoid about everything and because that just takes, we’ve got a whole lot of other things going on in the world right now that we don’t need to be panicking about cyber security all the time and just doing a few relatively low cost things can really help with peace of mind. And you know, it’s worth taking the time, you know, penny wise, pound foolish is one of the other sayings that comes around a lot, you know, just to make sure that, You know, you don’t end up having to deal with a $25,000 wire fraud

[00:31:30.01] spk_0:
issue sarah. What were some of the questions that you got from the accidental Tuckey folks who were watching,

[00:31:38.84] spk_2:
they

[00:31:38.91] spk_0:
were with you?

[00:32:14.44] spk_2:
Yeah, there were some questions on like where do we start, like how do I like uh we, we pointed people to the Nist Nist framework has a chess checklist um of things that you can start thinking about and looking at as you know, places to start. There were also um questions about how do I how do I make sure that I can, you know, convince my my edie about this and

[00:32:18.14] spk_0:
leadership by in

[00:33:06.84] spk_2:
leadership buy in and you know, we really for that we really said, you know, try if if if if you’re, if you’re leadership isn’t necessarily into it, you have to get like there’s no right or wrong way to go about things that can be top down, it can be bottom up but making sure that if it’s something where your leadership isn’t as invested, making sure you gather allies, you gather allies and you gather financially focused um data to back you up. You know, cyber security is getting more frequent and it is getting more costly to have to address issues after the fact. And so, you know, those were, you know, some of the really big questions and focuses

[00:33:34.34] spk_0:
you and you had mentioned allies early on the value of having having friends uh sympathetic to the to the cause all you know, making this case together to to the ceo or wherever it needs to go. Um All right, matt you want to leave us with some well matt, let me ask you any questions that you uh that that Sarah didn’t mention that you, that that hit you as particularly interesting important.

[00:34:43.34] spk_1:
Um I think it’s important for for folks to to realize that, you know, just because their data in the cloud doesn’t necessarily mean that it’s, it’s backed up or it’s protected in a way that they, that they think it is. And so I think, you know, nonprofits have done a really great job of getting their data in the cloud platforms. You know, there’s been a lot of great donation programs and discounts and so non profits, I think have done a really good job of technology adoption. Um, but what we see is that they haven’t been maybe as strict on kind of the policy and the governance and some of the other supporting, you know, processes. So we think it’s really important that you understand where your data is and understand how it’s protected and just make sure that that lines up with what you, you know, your organization expects, you know, is it okay if somebody downloads all of your organization data on their personal computer? Like is that an okay thing to have happened? Let’s make, let’s make sure that we talk about it and understand that, uh, you know, and I think the same thing goes again, you know, if somebody deletes a file today, do we need to be able to recover it, You know, a day from now, 30 days from now, a year from now. And so I think just having some of those baseline settings and kind of testing them is a really important step to take

[00:35:01.54] spk_0:
backup recovery. You know those are not necessarily covered by just being in the being in the cloud and how what’s the time to recover?

[00:35:22.44] spk_1:
Right. Yeah. So I think a lot of those, you know quote unquote old school you know security methods or techniques are still important even if you’ve got your date in the clouds again having that third party backup, having an offline copy. Uh those are all really important steps to take to make sure that your organization’s data is well protected.

[00:35:24.94] spk_2:
Okay.

[00:35:26.14] spk_1:
All

[00:35:29.04] spk_0:
right. Why don’t we leave it there then? I feel like we’ve covered this.

[00:35:31.14] spk_2:
I

[00:35:31.51] spk_1:
think we’ve got the foundational element. Is

[00:35:41.34] spk_0:
there anything alright, is there anything on your mind just like oh wait I gotta get this in. Is there anybody, I

[00:35:41.67] spk_1:
mean I’ll put in a plug for multi factor authentication again I think it’s worth saying at least a couple more times

[00:35:46.63] spk_0:
because

[00:35:47.47] spk_1:
it’s the it’s the most important step that that that many organizations can take.

[00:35:54.74] spk_0:
Okay Sarah parting thought

[00:36:16.33] spk_2:
just gonna emphasize what matt said about the managed backup just now um you know it’s really important to know your settings and to discuss them because you know a lot of times data loss is actually accidental and so if you have a way to get it back that can save you a whole lot of heartache and headache.

[00:36:20.38] spk_0:
Okay we want to avoid

[00:36:22.00] spk_1:
both. Thank

[00:36:34.53] spk_0:
you that’s Sara Wolf sales manager at community I. T. Innovators and also matt Eshelman Chief technology officer at community I. T. Innovators. Sarah matt, thank you both very much.

[00:36:37.33] spk_2:
Thank you so much.

[00:36:38.26] spk_1:
Thanks tony it’s good to get to talk to you.

[00:36:39.97] spk_0:
All right, pleasure and thank you for being

[00:36:42.51] spk_1:
with

[00:38:02.03] spk_0:
nonprofit radio coverage of 22 N. T C. The 2022 nonprofit technology conference. I’m glad you’re with us next week tech policies to reduce toxic productivity. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. This is # 601 by the way, I don’t know if you’re counting. We’re sponsored by turn to communications pr and content for nonprofits your story is their mission turn hyphen two dot C. O. And by 4th dimension technologies I. T. Infra in a box. The affordable tech solution for nonprofits tony-dot-M.A.-slash-Pursuant four D. Just like three D. But they go on to mention deeper. Our creative producer is claire Meyerhoff. The shows social media is by Susan Chavez, marc Silverman is our web guy and this music is by scott stein yeah thank you for that. Affirmation scotty be with me next week for non profit radio Big non profit ideas for the other 95% go out and be great. Mhm. Mhm