Agency Partner Education Sessions

Karen Shannon AP training on new exempt status rules 6-16                   cfo-coover17-quick-edits-med-BIG-GROUP web

The videos below are webcast archives of 2016-17 training sessions, which include the PowerPoints used in the presentation. Watch and share at your leisure. If you have questions or would like additional materials, please contact Matt Lemmon at mlemmon@cfozarks.org

Contact Zach Clapper at zclapper@cfozarks.org with questions.

 

Cause Momentum Crowdfunding Cohort & Endowment Match

The CFO has decided that the Give Ozarks day of giving will take a hiatus for 2018. In its place, we are happy to announce two new programs that will help continue to promote to core Give Ozarks tenets: Endowment matches and online fundraising and promotion.

2018 Endowment Match Challenge

A total of $50,000 is available in the CFO Endowment Challenge Matching Grant Program, with up to $5,000 in 2:1 matching dollars for proposal consideration. Agencies who are selected to participate in the program will be awarded a $5,000 matching grant upon raising $10,000 within the month of February 2018. Ten agencies will be selected for this program.

Eligible applicant agencies may be from anywhere in the CFO service area including Springfield and Greene County as well as all rural areas. CFO’s rural service area includes the areas within Missouri, south of the Missouri River, outside of St. Louis and Kansas City metro areas. For more information on CFO’s service area, please visit our website.

Click here to apply

 

Cause Momentum Cohort

The Community Foundation of the Ozarks will select 20 agencies to participate in an educational cohort which will participate in a 30 day online crowdfunding campaign to raise money for their agency on Cause Momentum (www.causemomentum.org).

Eligible applicant agencies may be from anywhere in the CFO service area including Springfield and Greene County as well as all rural areas. CFO’s rural service area includes the areas within Missouri, south of the Missouri River, outside of St. Louis and Kansas City metro areas. For more information on CFO’s service area, please visit our website.

All agencies participating in this cohort will create Cause Momentum projects, which will be live April 1 – 30, 2018. Agencies which participate will receive $500 toward social media and marketing costs associated with this fundraising effort. Grants will be provided at the last training, in advance of the April project start dates. Training and promotional expertise will be coordinated in conjunction with Mostly Serious, a local digital firm and the architects of the Cause Momentum website. Additional details to be provided.

Agencies which are selected will send at least one participant to two training sessions on February 1 and March 1, 2018. These training sessions are required for participation in the program and for receiving the $500 marketing grant.

Click here to apply

 

2017-18 AP Education Schedule

Sept. 20: CFO’s Grant Program Outline and Q&A 

View the video of this session here

 

Oct. 31: CFO Investment Policy Review and the Power of Endowments with Prime, Buchholz, and Associates 

This session will discuss the CFO’s diversified investment portfolio, including its asset allocation and investment process. The session will be led by Greg DeSisto and Jim Buchholz of Prime Buchholz, a national consulting firm with $45 billion in assets under advisement that assists the CFO’s Investment Advisory Board in managing our portfolio. If you, a staff member or board member are dedicated to the finances of your organization, I would encourage any of you to attend this event.

When: 11 a.m. Tuesday, Oct. 31, 2017

Where: Community Foundation of the Ozarks, 425 E. Trafficway in Springfield. (see parking map)

Who: Greg DeSisto and Jim Buchholz of Prime Buchholz

View the video of this session

 

Thursday, Feb. 1: Cause Momentum Training

This session will re-introduce CauseMomentum.org, our project-based crowdfunding platform that is open for use by Agency Partners of the Community Foundation of the Ozarks. Our staff will answer your questions and share best practices for successful 30- or 45-day fundraising efforts. This session will be mandatory for the 20 agencies selected to participate in our April Cause Momentum Cohort (see above), and will include a short meeting including just these 20 agencies immediately following.

When: 10 a.m., Thursday, Feb. 1, 2018

Where: Community Foundation of the Ozarks, 425 E. Trafficway in Springfield, MO. (see parking map)

Who: CFO Director of Communications and Marketing Matt Lemmon, other CFO staff

 

Wednesday, May 9: Run, Hide, Fight Workplace Intruder Training

This session will inform you on best practices in an active-shooter situation. Many of you may recall that we had this training last year, but we thought this was an important issue to revisit and offer again for those who were not able to attend the first time. In this three-hour training, Eric Shroeder will detail the best strategies for active shooter situations. Safety is a top concern for many organizations and we hope you will take advantage of this training opportunity.

When: 9 a.m. to noon, Wednesday, May 9

Where: Community Foundation of the Ozarks, 425 E. Trafficway in Springfield, MO. (see parking map)

Who: Eric Shroeder, Springfield Police Department

 

 

Training video archive

2017-18 Sessions

Webcast of Sept. 20 session with Bridget Dierks (“CFO’s Grant Program Outline & Q&A”)

Webcast of Oct. 31 session with Greg DeSisto and Jim Buchholz of Prime Buchholz (“CFO Investments”)

 

2016-17 Sessions

(All recorded sessions open in browser)

Webcast of Oct. 10 session with Karen Shannon (“Achieving Your Leadership Potential”)

Webcast of Oct. 25 session with Prime Buchholz (“CFO Investment Policies”)

Webcast of Nov. 10 session with Katie Davis (“The Great Game of Business”)

Webcast of Jan. 12 session with Karen Shannon (“Engaging and Retaining Talent”)

Webcast of Feb. 23 session with Jane Cage (“Building a Resilient Team”) Part 1 & Part 2

Webcast of March 9 session with Karen Shannon (“Resolving Workplace Conflict”) Part 1 & Part 2