Helping nonprofit leaders do better at doing good

Upcoming Workshops

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Gathering Meaningful Data: From Collection to Confident Decision-Making

9:00 - 12:00 pm
CLU Oxnard Campus

Data allows organizations to quantify their impact, identify areas for improvement, and make strategic adjustments to their programs. By utilizing data, nonprofits can move beyond anecdotal evidence and showcase tangible results that resonate with funders and community members alike. In this workshop, we will explore the key elements of gathering and organizing meaningful data.

Nonprofit Budgeting 101

1:00 - 4:00 pm
Virtual Workshop via Zoom

Join us to learn how to build a budget for sound fiscal management for your nonprofit organization, and use your budget to deal with multiple programs and multiple funding sources. Learn how to budget like a pro!

Cash Flow Projections 101

1:00 - 4:00 pm
Virtual Workshop via Zoom

In this class, nonprofit leaders will learn how develop a cash projection spreadsheet that can be updated regularly to look for potential landmines. Learning about cash projections is also a wonderful method to get familiar and comfortable with financials because cash projections tend to be a more intuitive way of looking at financial information.

Coffee & Connections: Smarter, Faster, More Impactful -- How Nonprofits Are Using AI to Work Differently

9:00 - 10:30 am
Via Zoom

This virtual workshop will feature insights from the founders of Coastal Intelligence, who will demystify how artificial intelligence is being applied in real, practical ways across the nonprofit sector—from streamlining operations to strengthening fundraising and communications. Following the presentation, a panel of early AI adopters from the nonprofit sector will share candid reflections on their experience integrating AI into their work, including measurable productivity gains, lessons learned, and what they wish they had known earlier. This is not a technical deep dive, but a practical, peer-informed conversation designed to help nonprofit leaders understand where to start, what’s possible, and how to move forward with confidence. Come ready for insight, inspiration, and a grounded look at how AI can support your mission—today.

Designing & Implementing Useful Surveys: How To Deepen Understanding

9:00 - 12:00 pm
Virtual Workshop via Zoom

Nonprofits use surveys to gain first-hand insights that help them assess impact, guide decisions, and ensure resources support the initiatives that create real change. By openly seeking the thoughts and experiences of others, they demonstrate transparency and build trust with beneficiaries, donors, volunteers, and the broader community. Crafting clear, purposeful questions aligned with organizational goals ensures nonprofits collect information that genuinely strengthens their programs and stakeholder relationships. In this interactive workshop, we will explore the nuts and bolts of survey development, execution and meaning-making.

Storytelling for Impact: Tools to Amplify Your Mission, Build Your Influence and Unlock Funding

10:00 - 12:30 pm
CLU Oxnard Campus

The stories we tell shape the world we live in and the future we’re building. As funding becomes harder to secure and competition for awards grows, the ability to communicate your nonprofit’s impact with clarity, emotion, and purpose is no longer optional — it’s essential. This workshop gives nonprofit leaders the tools and confidence to craft stories that stand out and inspire action.

Creative Ways to Collect, Understand and Share Data

9:00 - 12:00 pm
CLU Oxnard Campus

There are many tried-and-true methods for assessment and evaluation—such as surveys and interviews—that effectively measure needs, experiences and impact. However, innovative data and evaluative approaches can further strengthen your nonprofit by expanding the range, depth, and relevance of insights you gather, especially in complex, community-based work. These methods can surface structural barriers, cultural dynamics, and ecosystem influences that traditional metric-based approaches often overlook and advance relationships and trust, which are critical to nonprofit work.

The Uplift Workshop: The Secret to Donor and Stakeholder Relationships that Pay Off for Everyone

8:30 - 12:00 pm
SB Foundation Office - South County

Are you ready to take your major donor or other stakeholder relationships to the next level? Imagine reconnecting with the passion you bring to your work, while capturing a treasure chest of personal stories from your prospects, donors, board members and colleagues. This workshop will explore a model that builds trust, connection and resilience when you engage with your donors/stakeholders, all leading to a natural approach for securing major gifts.

Giving USA 2026: A Coffee & Connections lunchtime edition!

12:00 - 1:30 pm
Virtual Workshop via Zoom

Join the Cal Lutheran Center for Nonprofit Leadership and Ventura County Community Foundation as we host our Coffee & Connections lunchtime edition with Cassie Carter, Vice President, Fundraising at Campbell & Company. She will share insights from the 2026 Giving USA Annual Report on Philanthropy in America. Learn about emerging philanthropic trends and their implications for fundraising strategies and approaches with your nonprofit organization.

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