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

Contact Zach Clapper at 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.

Cause Momentum Crowdfunding Cohort

Twenty agency partners will be selected to participate in a cohort that will include two training sessions and hands-on marketing help in the winter and spring of 2018. Then, in April, all 20 groups will raise funds for their selected projects simultaneously. For attending both of the mandatory sessions, agencies will receive a $500 digital marketing grant to help promote their projects. The application period for this cohort will open on Nov. 1, and close on Jan. 5. Agencies will be notified in January and must attend training sessions on Feb. 1 and March 1.

Endowment Match Program

The CFO will provide a 1:2 match ($5,000) to 10 nonprofits selected to raise $10,000 toward a new or existing permanent endowment fund at the CFO. These fundraising period will be in February, 2018. The application period for the endowment match will open Nov. 1 and close on Jan. 5.

Look for more information on these new programs in coming weeks.


2017-18 AP Education Schedule

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

Join us for a conversation on CFO grant opportunities, grant-writing 101, and a Q&A session with Bridget Dierks, Vice President of Programs at CFO. This is an excellent opportunity for your organizations to hear details about our grant rounds that may benefit the work that you do. We also will be discussing some of the exciting new programs that will debut in 2018.

When: 9 a.m Wednesday, Sept. 20, 2017

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

Who: Bridget Dierks, Vice President of Programs

RSVP for meeting here
RSVP for webcast 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, MO. (see parking map)

Who: Greg DeSisto and Jim Buchholz of Prime, Buchholz, and Associates
RSVP for meeting here
RSVP for webcast here


Thursday, Feb. 1: Cause Momentum Training

This session will re-introduce, 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

(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