Related COA Accreditation standards:
- Human Resources (HR)
- Training and Supervision (TS)
Today, human and social services leaders find themselves in unprecedented times. Workforce challenges, the never-ending increased demands, and shrinking resources require that nonprofit leaders and managers pursue new and innovative strategies for ensuring programmatic and organizational success. Join Dr Dann in this high energy and highly participatory workshop to explore proven strategies to leverage the efficacy of your team and organization. Drawing from the research on trauma-informed practice, the Resiliency Factor provides participants with concrete strategies to reduce turnover, heighten employee engagement, and help the team bounce back from extremely difficult situations. Most importantly, the Resiliency Factor provides a path to ensure the successful pursuit of your organization’s important mission.
During this interactive workshop, participants will have the opportunity to complete an assessment tool that will help them understand the level of resiliency as well as areas for growth that exist within their team and organization. The assessment tool also serves as a springboard for exploring strategies to leverage employees’ developmental assets and their ability to be resilient.
Participants at all levels will have the ability to apply effective strategies at the individual, team, and organizational levels. Supervisors, for example, will benefit from understanding strategies to become resilient, while managers and leaders will have the capacity to apply the conceptual frame and practical strategies from a team and or systems-based perspective.
Learning Objectives
- The conceptual frame of organizational resiliency
- Strategies to leverage developmental assets related to building organizational resiliency at the individual, team and organizational levels
- Connect and apply strategies for implementing organizational resiliency
- Identify at least three practice strategies to support the resiliency of your employee/team
Presenters
Paul Dann
President and CEO of North American Family Institute
North American Family Institute
This session will cover cost-effective strategies for conducting evaluation studies in child and family services that use a co-design approach. It will address:
- Quasi-experimental design innovations in program evaluation for public and private child welfare agencies that take less than a year to complete and cost less than $70,000
- How to design evaluations so they meet the criteria for acceptance by the Family First Prevention Clearinghouse
- How to design and carry out your research in a way that pays attention to equity and authentic involvement of the community
Presenters will also present lessons learned from recent return on investment evaluations of Family Resource Centers in California, Colorado, Kentucky, and Tennessee. Participants will be encouraged to share their experience and wisdom related to the session’s topics.
Learning Objectives
- Quasi-experimental design innovations in program evaluation for public and private child welfare agencies that are brief and relatively inexpensive to complete
- How to design evaluations so they meet the criteria for acceptance by the Family First Prevention Clearinghouse
- A newly revised, comprehensive handout for this will be provided
- How to design and carry out your research in a way that pays attention to equity and authentic involvement of the community
- A brief checklist released in 2024 will be provided
Presenters
Peter Pecora
Managing Director of Research Services, Professor
Casey Family Programs
Brittany Mihalec-Adkins
Research Scientist II
Child Trends
Join a panel of seasoned COA Accreditation volunteer peer reviewers as they guide you through essential aspects of the accreditation and reaccreditation process. This presentation will cover key areas that often challenge organizations and provide practical advice for a smoother experience:
- Self-Study/Onsite Documentation: Tips for preparing thorough and organized documentation
- Logic Models: How to develop them for success
- Common Challenges and Strategies to Avoid Them: We will touch on succession planning, performance quality improvement, and benefits of having a peer reviewer on staff
- Site Visit: How to prepare and create a welcoming environment for peer reviewers
- Post-Site Visit Process: What to expect and how to respond efficiently after the site visit
Drawing on their years of experience, the panelists will share simple strategies to reduce stress and improve the COA accreditation process. Whether you’re preparing for a review or organizing the process, these insights will help streamline preparations and make the journey more manageable.
By focusing on these five key areas, this session aims to make the accreditation process less stressful and more rewarding. Join us for an informative discussion that will leave you better equipped to navigate and succeed in the accreditation journey!
Learning Objectives
- This session will focus on key aspects of the accreditation process, offering practical advice to streamline the experience for both organizations and the review team
- Learn what should go into your self-study and onsite documentation and how to make this process easier for both your organization and the reviewers
- Essential components of a logic model, including inputs, activities, outputs, and outcomes, and how to build one tailored to your program; the focus will be on distinguishing between outputs and outcomes to demonstrate client impact effectively
- Step-by-step guidance on constructing a logic model and see an example of a well-developed model to inspire and improve your own
- Discuss common challenges agencies face
- Essential components of a successful site visit from arrival to departure
- Critical steps to take once the site visit has ended, including how to handle post-visit tasks and ensure successful follow-through
Presenters
Justin Loehr
Senior Director of Campus Life Services
Omaha Home for Boys
Brandy Gustoff
Chief Operating Officer
Omaha Home for Boys
Darrell Woodliff
Director of Volunteer Engagement
Social Current
In an era where philanthropy is evolving rapidly, executives must equip themselves with the knowledge and tools necessary to navigate the complexities of engaging high net-worth individuals (HNWIs), wealth managers/family offices, family foundations, and impact investors. This workshop aims to provide a comprehensive understanding of the modern fundraising landscape, emphasizing innovative strategies that resonate with today’s philanthropists. It will discuss:
- Understanding the Philanthropic Landscape
- Philanthropy in 2025: Learn about the current state of the philanthropic sector and trends in philanthropy
- Motivations of HNWIs: Gain insights into what drives wealthy individuals to give, including personal values, family legacy, and the desire to create social change
- Family Foundations: Explore the dynamics of family foundations, including governance structures, decision-making processes, and the importance of aligning philanthropic efforts with family values
- Incentives: How tax laws are changing impact investing and other forms of giving
- Building Effective Relationships:
- Personalized Engagement: Learn strategies for crafting tailored communication plans with compelling narratives that align with HNWIs’ philanthropic goals and interests
- Long-Term Relationship Cultivation: Discuss techniques for nurturing relationships over time, focusing on ongoing engagement rather than one-time donations
- Impact Investing:
- Understanding Impact Investing: Defining impact investing and its relevance in today’s fundraising efforts; how these investments prioritize social or environmental impact alongside financial returns
- Strategies for Engaging Impact Investors: Identify ways to present opportunities to potential impact investors, including project alignment with their values and clearly defined metrics for success
- Other Innovative Fundraising Strategies:
- Leveraging Technology: Explore the role of digital tools and platforms in reaching HNWIs and family foundations; discuss how data can inform fundraising strategies and enhance donor engagement
- Creating Unique Experiences: Develop ideas for experiential fundraising initiatives that connect donors with the mission in meaningful ways, including policy events, site visits to projects, or tailored volunteer opportunities
In this interactive workshop, participants will analyze successful fundraising campaigns that have effectively engaged HNWIs and family foundations. Discussions will highlight best practices and lessons learned. Participants also will have the opportunity to develop a message for a campaign to practice the skills.
Learning Objectives
- New models/new applications of existing models of philanthropic giving
- Techniques for researching and cultivating high-net worth individuals
- How to work with wealth managers and family offices
- Digital fundraising campaigns
Presenters
Sarah Beth Lardie
Chief Development Officer
Social Current
This session will explore the concept of trauma-informed performance management, an innovative approach that shifts the focus from solely client-centered care to prioritizing staff well-being. Participants will learn how to recognize and address the signs of trauma among staff members and understand the importance of creating a supportive work environment that fosters resilience and empowerment.
It will also address the challenges that arise when trauma-informed practices are misapplied, leading to staff burnout and organizational strain due to tolerance of poor performance. We will discuss strategies to maintain high-quality standards, while being sensitive to the personal experiences of employees. This includes setting clear expectations, providing constructive feedback, and ensuring that trauma-informed principles do not excuse unprofessional behavior, but rather guide the path to recovery and excellence.
By the end of this training, participants will be equipped with the tools to implement a balanced trauma-informed performance management system that upholds the organization’s mission and values without compromising on quality and accountability.
Learning Objectives
- Understand Trauma-Informed Principles: Participants will gain a comprehensive understanding of trauma-informed practices and how they can be effectively applied to performance management to support staff well-being
- Balance Empathy with Accountability: Attendees will learn how to balance empathy and understanding for staff trauma with the need to maintain high professional standards and organizational quality
- Implement Supportive Strategies: Trainees will be equipped with practical strategies to create a supportive work environment that addresses trauma while also ensuring that performance standards are met and maintained
Presenters
Kiera McGillivray
Chief Program Officer of School Based Initiatives
Co-Director of the Brain Science Training Institute
Children & Families First
Shannon Fisch
Director of Operations & Risk Management
Co-Director of the Brain Science Training Institute
Children & Families First
Would you like to whistle all the way home from work? Do you wish you could fully leverage the power of your organization’s culture? Would you like to have the opportunity to learn about and implement strategies that ensure your services and organization’s success?
If the answer to these questions is a resounding YES, join Dr. Dann for a high-energy, high-impact training on the power of positive organizational culture.
We all operate within an organizational culture. Our social nature and desire to belong shapes membership behavior, and the culture that grows because of this phenomenon can become the defining measure for organizational success or failure. This interactive and engaging session will open the window to understanding your organization’s normative culture, as well as strategies to ensure the presence of positive organizational culture. A rising tide lifts all boats! A positive organizational culture makes the seemingly impossible possible!
Through this session, participants will come away with concrete strategies to ensure that their organization’s culture becomes a powerful source for ensuring success. Participants will explore proven strategies to ensure the presence of a mission-focused, positive organizational culture. Explore the power of WE, learn the connection between your program/organization’s culture and employee resilience and retention. Develop strategies to ensure positive norms that support diversity, equity, inclusion and belonging. Learn about the connection between your organization’s systems and a positive organizational culture. Develop strategies to leverage communication and feedback practices.
And don’t forget – during this session we’ll have some fun!
Learning Objectives
- The elements of a positive organizational culture
- How to analyze your organizational culture for opportunities to positively impact practice
- Identify three to five strategies that can be applied to the work environment to leverage organizational culture in pursuit of mission focused outcomes
- Specific culture-building strategies
Presenters
Paul Dann
President and CEO of North American Family Institute
North American Family Institute
Social Current supports organizations nationwide in embedding equity, diversity, and inclusion (EDI) in their culture and operations. To walk the walk and not just talk the talk, Social Current has made its own commitment, beginning its EDI journey when it was formed in 2021.
This session will offer insight into the work that must be done across an organization at all levels – staff and governance – to truly embrace and build operations, governance, and organizational culture of equity, diversity, inclusion, belonging, and antiracism. While the focus of each may take a different approach, to truly integrate and sustain an EDI culture requires ongoing involvement and investment of both staff and board members. One of Social Current’s staff leads and the chair of the board’s EDI committee will share their experience, including specific strategies and steps to take to move an organization forward on their journey. Candid reflection around barriers will help others to understand and prepare for the inevitable challenges that will be encountered along the way.
Learning Objectives
- The important role of both staff and board to advance EDI within an organization
- Approaches to advance EDI at an organization at the staff and governance levels
- Steps that can be taken and barriers that may be encountered when working to advance EDI within an organization
Moderator
Jody Levison-Johnson
President and CEO
Social Current
Presenters
Turaia Ahsan
Accreditation Coordinator
Social Current
Alexandra L. Cawthorne Gaines
Executive Director for Global Public Policy
JPMorgan Chase & Co
and
EDI Committee Chair
Social Current Board of Directors
This working session will open a space for exploring how narrative and mindset change efforts, which are underway across the sector, could be strengthened with evidence related to economic and concrete supports. In addition, there is a need to infuse the delivery of the economic and concrete support information in alignment with new messages that propel mindset change.
Learning Objectives
- The evidence of economic and concrete support and how it supports prevention
- Opportunities for joint messaging focused on mindset change that leads to policy and programmatic transformation
- Strategies for combining evidence and strategy to achieve a child and family well-being system
Presenters
Gretchen Cusick
Senior Research Fellow
Chapin Hall
A panel of COA Accreditation peer reviewers will offer guidance on the following areas:
- Self-study/onsite documentation (The BOX)
- Frequent areas organizations struggle
- The perfect site visit, and the post-site visit process.
The panelists are all seasoned peer reviewers and will be able to help participants break down these areas and make the accreditation or reaccreditation process less stressful and a more rewarding experience. This presentation is for those interested in learning more details about the COA Accreditation process from those that are in the field reviewing organizations.
Through our many years of experience, the panelists have learned simple tips for making the accreditation process easier on the reviewers and organization staff who are responsible for leading the accreditation process. Through four key areas, this session looks to take participants on a path that will make the review process less stressful, easier to organize, and maybe a little fun. The key to the accreditation process is to showcase organizations. In most cases there is a lot of stress and panic that can be avoided. Please join us for what we hope is an exciting look at these topics and allow us to help you get through your site visit a little easier.
Learning Objectives
- Site Visit Documentation: Clarify what needs to go into site visit documentation and how to make the process easier for organizations and the review team
- Areas of Struggle: Review areas that organizations typically struggle
- Roles, Responsibilities, and more: Tools to change the way you look at the standards.
- The Perfect Site Visit: A guide for how to be ready for the reviewers, what to can expect, and how make the process easier
- After the Site Visit: An overview of the post-site visit work
Presenters
Justin Loehr
Senior Director of Campus Life Services
Omaha Home for Boys
Brandy Gustoff
Chief Operating Officer
Omaha Home for Boys
This is the second session of a two-part advocacy training during SPARK 2023. This training will equip participants with the information and skills to effectively participate in Social Current’s Hill Day, immediately following the conference, Oct. 18. This session is required for those participating in Hill Day, and all SPARK 2023 participants are invited to join.
This second training session will focus on advanced advocacy strategies, equipping participants with the skills to navigate policymaking and advocate for their causes.
The session will cover the following topics:
- Policy Analysis and Research: Participants will learn techniques for analyzing policies, identifying gaps, and conducting research to support their advocacy efforts. They will explore how to gather evidence, evaluate the impact of proposed policies, and present data compellingly.
- Influencing Legislation: This segment will provide participants with an understanding of the legislative process and how to work with lawmakers to shape policy outcomes effectively. They will learn about opportunities for input, such as public hearings, committee meetings, and submitting written testimony.
- Media and Communications: Participants will discover the power of media and communications in advocacy. They will learn how to leverage traditional and digital media platforms to raise awareness, shape public opinion, and gain visibility for their advocacy campaigns.
- Advocacy Day Preparation: This topic will focus on preparing participants for the advocacy day on Capitol Hill. They will learn about the logistics of engaging with legislators, scheduling meetings, and effectively conveying their messages within a limited time.
- Ethical Considerations and Compliance: This segment will cover the ethical considerations and legal compliance requirements for advocacy activities. Participants will learn about transparency, disclosure, and the importance of adhering to ethical standards in their advocacy efforts.
This training overlaps with Session D Workshops and part of lunch.
Presenters
Blair Abelle-Kiser
Senior Director of Government Affairs
Social Current
Derry Kiernan
Field Mobilization & Policy Manager
Social Current