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Webinars

Webinars provide Independent Sector an efficient, effective way to connect members in the nonprofit and philanthropic community separated by distance.

By identifying issues of broad interest, recruiting expert speakers, and making the sessions available to people across the country, IS builds the knowledge and networks of staff members at organizations of all sizes and missions. The Webinars Archive further expands the benefit of these programs.



Recent Webinars:

Social Change through Movement Building
Tuesday, September 16, 2014, 2:00 - 3:00 pm EDT

Presented by: Sean Thomas-Breitfeld, Building Movement Project
Social movements are responsible for some of the most transformational change in our society. Think about the women’s movement, civil rights movement, and even the modern conservative movement and there is no doubt about the power and significance of social movements. Learn from experts in the field of movement building on what it takes to build a movement, the tools and resources needed to sustain a movement, and how nonprofit and philanthropic organizations can use movement building to advance social change.
Click here to access or purchase the recording.

 Rocking the Boat without Falling Out
Tuesday, July 29, 2014, 2:00 - 3:00 pm EDT
Presented by: Lois Kelly, Rebels at Work

It takes more than a strong captain to help a ship reach its destination. A strong crew is essential to navigating uncharted waters. If an organization wants to move from where it is to where it wants to be, it needs the ideas and energy of its people. To learn how you can become an effective change-agent within your organization, join us on July 29 for our webinar, “Rocking the Boat Without Falling Out: Creating Change in Organizations.”This webinar will provide you with the tips and techniques that you’ll need to navigate organizational structures and weather the rough seas that can sometimes result from being the catalyst for real change.
Click here to purchase or access the recording.

FUNDAMENTALS OF NONPROFIT ADVOCACY & LOBBYING
Part 1: The Importance of Advocacy and 5 Essential Ingredients of Success
Wednesday, July 9, 2:00-3:00 pm EDT
Presented by: Diana Aviv, President and CEO, Independent Sector; Geoff Plague, Vice President Public Policy, Independent Sector
The first session in the three-part series, “The Importance of Advocacy and 5 Essential Ingredients of Success,” will share the important lessons learned during the two years IS spent researching and writing Beyond the Cause: The Art and Science of Advocacy. During this session you will hear about the importance of elevating the needs and voices of the communities we serve, creating policy solutions, and championing these solutions with policymakers at all levels of government. You’ll also learn the five essential approaches of successful advocacy that were identified through Independent Sector’s research and analysis.
Watch Now *For users who participated live, or have purchased the on-demand version.
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Part 2: How to Build Strong Relationships with Public Officials and Their Staff
Wednesday, July 16, 2:00-3:00 pm EDT
Presented by: Susie Brown, Public Policy Director, Minnesota Council of Nonprofits; Heather Noonan, Vice President of Advocacy, League of American Orchestras; Wes Coulam, Executive Director, Washington Council Ernst & Young
The second session in the three-part series, “How to Build Strong Relationships with Public Officials and Their Staff,” will give you actionable strategies and tactics for sustaining relationships with public officials and their staff for long-term, mutually beneficial relationships. During this session you will hear from nonprofit advocacy leaders in Washington about things like the importance of understanding policymakers’ priorities, taking advantage of opportunities to engage members of Congress in their districts, and how to connect your work to their priorities.
Watch Now *For users who participated live, or have purchased the on-demand version.
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Part 3: How to Execute an Effective Advocacy Meeting
Wednesday, July 23, 2:00-3:00 pm EDT
Presented by: Neal Denton, Senior Vice President, Chief Government Affairs Officer, YMCA of the USA; Carrie Calvert, Director of Tax and Commodity Policy, Feeding America; Heather Meade, Senior Manager, Washington Council Ernst & Young
The final session in the three-part series will teach you “How to Execute an Effective Advocacy Meeting” from start to finish, including: selecting optimal targets (congressional, federal agency, etc); the process for scheduling meetings and with whom; strategies for conducting meetings; and the most effective meeting follow up techniques. During this session you will learn, among other things, the difference between advocacy and lobbying, how to craft an effective advocacy message, when to invite an elected official to visit your office or facility, and the most effective materials to provide at a meeting.
Watch Now *For users who participated live, or have purchased the on-demand version.
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Register here for the full 3-part webinar package.

Fundamentals of Nonprofit Advocacy & Lobbying Webinars

Members Non-Member
Individual Webinar $38 $75
Webinar Package $81 $163


The Health Care Law After Implementation: What Nonprofits Need to Know
Presented by: Heather Meade, Senior Manager at Washington Council, Ernst & Young
Wednesday, April 9, 2014
This webinar examined how nonprofit employers are being affected by the implementation of the Patient Protection and Affordable Care Act, otherwise known as the health care reform law. Presented by Heather Meade, a health law expert from Washington Council, Ernst & Young, this webinar is an important session for both government affairs and nonprofit HR professionals to learn about the current and changing employer requirements — including reporting, the health care exchanges, insurance mandates — and deadlines. The presenter explored how current and proposed regulations will affect your organization.
Watch this webinar (members and pre-registered webinar attendees only; website registration required)

NGen Webinar: Artistry and the Art of Leadership
Presented by: Sarah Johnson, Director, Weill Music Institute at Carnegie Hall
Monday, April 7, 2014
How can skills developed in the arts inform leadership across sectors? How do you apply inquiry, aspiration, collaboration, and assessment to your own work as a nonprofit or foundation leader? 2013 American Express NGen Leadership Award winner Sarah Johnson shared the powerful impact of her training as an artist on her approach to leadership. In this webinar, Sarah invited participants to consider these ideas while looking at some of the innovative partnerships and programs that she leads at Carnegie Hall's Weill Music Institute.
Recording coming soon for members and registered webinar attendees

The President's FY 2015 Budget Proposal: Implications for the Nonprofit Sector
Presented by: IS Public Policy Team; Nick Giordano, Washington Council Ernst & Young; and Sharon Parrott, Center on Budget and Policy Priorities
Thursday, March 13, 2014
Budget and tax expert Nick Giordano of Washington Council Ernst and Young and a panel of sector policy specialists and budget authorities, discussed the impact of the spending provisions in the President’s FY 2015 Budget Proposal and potential actions by Congress. Our speakers reviewed key issues arising from the president’s budget, including tax and revenue priorities, proposals related to incentives for charitable giving, spending priorities, potential program cuts, and the impact of alternative deficit reduction measures. They also examined implications for poverty and income inequality, as well as the budget’s potential impact on the work of the nonprofit community.
Watch this webinar (members and pre-registered webinar attendees only; website registration required)

Going for the Gold! Charting Impact
Presented by: The Charting Impact founding members and America's Charities
Tuesday, December 17, 2013
This webinar examined how to complete or update an organization's Charting Impact Report and become part of the Gold Participation Level on the GuideStar Exchange. The webinar also highlighted the progress of Charting Impact since 2011 and the integration of the tool into the GuideStar Exchange.
Watch this webinar

Tax Reform and Fiscal Issues
Presented by: Nicholas Giordano, Washington Council Ernst & Young; Carrie Calvert, Feeding America; Jeff Hamond, Van Scoyoc Associates; Irv Katz, National Human Services Assembly; Heather Noonan, League of American Orchestras; Robert J. Vanni, Esq., Nonprofit Coordinating Committee of New York.
Thursday, December 12, 2013
Nonprofit leaders from around the sector engaged in a thoughtful dialogue during this webinar to provide participants with their first-hand accounts of how the fiscal policy debates happening in Washington affect their organizations’ work on the ground. Topics included the federal budget, sequestration cuts, the debt ceiling, tax reform, tax extender provisions, among other items, with an introductory overview provided by Washington Council Ernst and Young’s Nick Giordano. Coming at the end of 2013, the webinar was a useful mechanism for educating participants on the legislative landscape they can expect in 2014 and beyond.
See slides here

Lobbying Rules and Recent Developments in Washington
Presented by: IS Staff with Alex Reid, of counsel from Morgan, Lewis & Bockius LLP
Thursday, August 8, 2013
In this webinar, we engaged in a timely discussion of recent developments on issues that affect the nonprofit sector. We discussed how to give your mission a voice in policy debates, while staying within the law.  In this webinar, you’ll learn:

  • What counts as lobbying and what doesn’t;
  • What foundations can and cannot do, and how they can fund nonprofits who lobby;
  • The most common misperceptions about nonprofit lobbying rules;
  • How to calculate your lobbying limit;
  • The difference between the "501(h) election" and the "insubstantial part" test; and
  • How to document and report your lobbying expenditures.
This webinar is for advocates who are new to the sector and want to be sure they understand the rules, and is also ideal for executive directors and board members who are thinking about getting started in lobbying.

Watch this webinar (members-only; website registration required)

This material was also covered in an August 23, 2012 webinar. The webinar is free, but website registration is required.

Webinar on Health Care Law Implementation: What Nonprofits Need to Know
Presented by: Health law expert from Washington Council Ernst & Young
Wednesday, July 10, 2013
This webinar examined how nonprofit employers are and will be affected by the implementation of the Patient Protection and Affordable Care Act, otherwise known as the health care reform law. Presented by a health law expert from Washington Council Ernst Young, this webinar is an important session for both government affairs and nonprofit HR professionals to learn about the employer requirements — including reporting, the health care exchanges, insurance mandates — and up-coming deadlines. This webinar explores how proposed regulations will affect your organization.
Watch this webinar (members-only; website registration required)

Thinking Politically and Staying Alive: Understanding Competing Commitments
Part of the 2013 NGen Webinar Series
Thursday, June 27, 2013
Jeff Lawrence of Cambridge Leadership Associates discussed the last installment of the Adaptive Leadership webinars in the 2013 NGen Webinar Series. The session responded to two questions:

  • How can I use the existing relationships in the networks, organizations, and communities I live and work in to shape my strategy for progress – even in the absence of a reasonable path forward?
  • How can I protect myself and those I care about most deeply from the dangers of exercising leadership?

Watch this webinar (members-only; website registration required)

Understanding the “Nature of the Work” We Are Trying To Do
Part of the 2013 NGen Webinar Series
Wednesday, June 19, 2013
Jeff Lawrence of Cambridge Leadership Associates discussed the second installment of the Adaptive Leadership webinars in the 2013 NGen Webinar Series. The greatest waste of energy and resources in organizations across all sectors is the treatment of Adaptive Challenges as if they were Technical Problems. Not only are they significantly different challenges, they call for different approaches and resources. Listen in, you might recognize someone you know and care about in one of the stories.
Watch this webinar (members-only; website registration required)

Know Your Role
Part of the 2013 NGen Webinar Series
Thursday, June 13, 2013
Jeff Lawrence of Cambridge Leadership Associates launched the first of the Adaptive Leadership webinars in the 2013 NGen Webinar Series. In order to make progress, individuals trying to exercise leadership need to understand what role they are playing. This first webinar examined the nature of authority roles and the activity we call “leadership.”
Watch this webinar (members-only; website registration required)

Being Fearless: Exploring the Practices of Social Changemaking
Part of the 2013 NGen Webinar Series
Thursday, June 6, 2013
Inspired by the Case Foundation’s Be Fearless campaign to inspire a more fearless approach to creating lasting change, this webinar was about trying things that are out of our comfort zone, being fearless, dreaming big, and learning from things that didn’t turn out as expected. Michael Smith, senior vice president of social innovation at Case, discussed the key values of the Be Fearless campaign, which focuses on igniting a more fearless approach to changemaking. Featured panelists were Liz Maw, CEO of Net Impact and Mari Kuraishi, co-founder and president of GlobalGiving Foundation, who explored how their organizations have stepped away from traditional ways of sparking social change and developed new approaches to tackling some of the social sector's toughest challenges.
Watch this webinar

How Financial Security Impacts Nonprofit Career Decisions
Tuesday, May 7, 2013
Presenters: Diana Aviv, president and CEO of Independent Sector; Stephanie Bell-Rose, senior managing director and head of TIAA-CREF Institute; and Paul Yakoboski, senior economist at TIAA-CREF; Laura Meyer Wellman, executive vice president of Foundation For The Carolinas
Respondent: Karen Friedman, executive vice president and policy director of Pension Rights Center
Economists and experts from TIAA-CREF and Independent Sector discussed the results of a study titled, Financial Security and Careers in the Nonprofit and Philanthropic Sector, and how a perceived and real lack of financial security can undermine a nonprofit's ability to attract, retain, and develop the most talented individuals and leaders. Fresh ideas and insights were discussed to help nonprofit executives address these concerns.
Watch this webinar

The President’s FY 2014 Budget Proposal: Implications for the Nonprofit Sector
Monday, April 22, 2013
In this webinar, budget and tax expert Nick Giordano of Washington Council Ernst and Young and a panel of nonprofit policy professionals analyzed and discussed the impact of the spending provisions in the President’s FY 2014 Budget Proposal and potential actions by Congress. Our speakers and panel looked at key issues arising from the president’s budget, including tax and revenue priorities, proposals related to incentives for charitable giving, spending priorities, potential program cuts, and the impact of alternative deficit reduction measures. They also examined implications for poverty and income inequality, and participants learned more about the budget’s potential impact on the work of the nonprofit community.
Watch this webinar (members-only; website registration required)

Sector-Wide Conference Call on the Charitable Deduction
Wednesday, December 12
On the call, we heard from Nick Giordano, Washington Council Ernst & Young, who gave us the inside scoop on current negotiations. We also heard from representatives of the charitable sector, on what they are hearing and how fiscal cliff negotiations may affect their work.
Listen to the call | Learn more about the charitable deduction

Using Summer Recess to Connect with Lawmakers
Thursday, July 19, 2012
Presented by: IS Staff and Brad Fitch, Congressional Management Foundation 
This special members-only webinar showcases key issues that will impact our organizations, and introduces new strategies and research on how to take advantage of the Congressional summer recess.  IS staff reviews the critical choices before Congress in the next few months that could have profound implications for our sector, and offers resources for you to use as you prepare for meetings with your elected officials. In addition, experts from the Congressional Management Foundation will join us to provide practical advice on how to create local events with impact and make the most of town hall meetings.
Watch this webinar (members-only; website registration required)

Nonprofits and Elections: Seize the Opportunity!
Friday, June 29, 2012
Presented by: Legal experts and sector leaders
Watch this webinar – free for IS members – and learn how your organization can effectively, strategically and legally engage in election-related activities this year. Legal experts review the do’s and don’ts of staying nonpartisan, and sector leaders share innovative ways to use the elections to build your networks, extend your reach, and move forward on your policy goals.
Watch this webinar(website registration required)

The 2012 Elections and Year-End Legislative Challenges
Thursday, May 31, 2012
Presented by: Nick Giordano, of Washington Council Ernst & Young
Nick Giordano provided us with an overview of the 2012 federal elections, including potential changes in Congress and key committees. Nick also explored the growing number of issues that Congress will have to address in its post-election session this November and December.
Watch this webinar (website registration required)


2012 NGen Leadership Webinar Series
January - May, 2012
The 2012 NGen Leadership Series is new four-part webinar series that helped prepare NGen leaders to have transformational impact on society’s most complex problems. Generously sponsored by the Walmart Foundation, the NGen Leadership Series seeks to strengthen the NGen community through focused, interactive conversations about trends and skills that will support your leadership this year and beyond.
Learn more and register to watch the series


Creating
and Measuring Interim Policy Objectives

Thursday, May 3, 2012

Presented by:
Advocacy evaluation experts from The Aspen Institute
This webinar shows how to define and track meaningful and measurable progress toward interim objectives for policy change. Waiting until the end of a policy campaign to conduct an evaluation can mean losing opportunities to learn from the advocacy experience. And measuring only changes in law or regulations can miss other advances important to policy change. Presented by evaluation experts from The Aspen Institute, that guide us through this process and introduce a tool that nonprofits can use to measure advocacy progress.
Watch this Webinar (website registration required)




Webinar Archive
IS has archived nearly a dozen webinars -- on topics such as accountability, the IRS Form 990, and talent management. Staff of IS member organizations are able to view past webinars and watch them live at no additional costs.

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