Duke Nonprofit Management Courses

The Cameron Foundation is working in partnership with Duke University to provide nonprofit management classes for organizations serving the Tri-Cities area. The partnership between The Cameron Foundation and the university has been developed as part of a combination of resources that are aimed toward nonprofit excellence in the region. The Duke classes, which are customized through Duke University’s Office of Continuing Education, represent a cornerstone of the Foundation’s capacity building program.

2022 Option: Students who successfully complete each of the 8 virtual online-Zoom classes in this schedule – Nonprofit Capacity Building Redesign – Connecting Capacity to Impact Training classes – will earn the Duke Certificate in Nonprofit Management. Students interested must notify Jill Coleman, Vice President for Programs (jillc@camfound.org or 804.732.8900) that they plan to sign up to attend each of the 8 classes.

The board and staff of The Cameron Foundation have identified several goals to be accomplished in its approach to capacity building in 2022, including the following:

  • To provide the appropriate level and intensity of resources to meet each nonprofit organization’s need and current capacity.
  • To achieve measurable improvement in leadership, management, governance, sustainability, and overall ability to deliver impactful services.
  • To strengthen the sector systemically by creating stronger networks of service providers, within and across categories of service delivery.

Note: These offerings are now provided as webinars. Click here to learn more about the webinar requirements.

During 2022, the classes offered will run from 9:00 a.m. to 3:30 p.m.

Registration is now open for:

Succession Planning – Preparing for Transition
June 9, 2022
Jeanne Allen, EdS

Being able to replace key employees is the focus of succession planning in nonprofits. Succession planning is a strategic approach to ensure that necessary talent and skills are available when needed – and that essential knowledge and abilities are maintained when key employees leave. Nonprofits have an increased sense of urgency about succession planning, retirements and other demographic and labor market trends. Nonprofits will be better positioned to compete successfully by implementing a succession plan to close the gaps. Participants will review a succession readiness checklist to determine the proper steps for developing a plan for their organizations.

Learning objectives:

  • Discuss the scope and definition of succession planning.
  • Explore assessing organizational readiness.
  • Identify essential elements of a nonprofit succession plan.

Bio: Jeanne Allen’s expertise is in strategy, innovation and leadership in the nonprofit sector. As a BoardSource Certified Governance Trainer, she is an expert in board development and governance and leadership. Jeanne also custom designs and facilitates engaging board and staff retreats, both online and in person, for nonprofits of various missions. Additionally, as an instructor in the Duke University Nonprofit Management Certificate Program, she teaches several courses: Board Development and Governance, Strategic Planning, Succession Planning, Effective Meetings, and Leadership in Nonprofits. Previously, Ms. Allen was assistant dean, multicultural programs at Westchester Community College, NY, as well as internal consultant with Girl Scouts USA in NYC. She earned an EdS in instructional systems technology and an MS in adult education from Indiana University as well as a BA from the University of North Carolina at Chapel Hill.

The deadline to register for this class is Friday, June 3. Class size is limited to 25 participants, and participation is on a first-come, first-served basis. Participation is limited to not more than two members per organization to allow multiple organizations to benefit. The fee is a nominal $35, which includes all the needed materials so that participants will not need to purchase additional books or other items.

All payments are processed via PayPal, and payment is due at the time of registration. Please note that the registration fee is nonrefundable.

You may complete your registration and payment using the form below:

    Name: (required)

    Title: (required)

    Organization name: (required)

    Organization address: (required)

    Is your organization a 501(c)(3) nonprofit (yes/no)? If not, please explain. (required)

    Year your organization was established: (required)

    Number of staff: (required)

    Size ($) of annual operating budget: (required)

    Email: (required)

    Phone number: (required)

    Additional classes to be offered this year include:

    ~ 2-DAY GRANT WRITING IMMERSION CLASS ~
    July 13 & 14, 2022
    Anne Willson, MA

    Grant Writing (Level I)
    Day 1 ~ July 13, 2022

    This course will provide participants with an understanding of the full grantsmanship cycle, essential tools to write a strong, compelling grant proposal, and the fundamentals of successful grants management.

    The first session will explore grant funding from a broader perspective and examine types of foundations and grant funding sources. Participants will learn how three different program officers view the grants process and what they value when considering a proposal. The course will then focus on researching grant opportunities and prioritizing prospects. Finally, we will review the elements of a full grant proposal – from an initial letter of inquiry to the numerous components of the proposal itself.

    Learning objectives:

    • Understand the broader overview of the grantsmanship process.
    • Understand different types of foundations, including private, public and government funding sources.
    • Understand the link between relationships with funders and successful grant writing.
    • Learn multiple sources to conduct grant research, screen for eligibility, and prioritize prospects.
    • Determine the key elements of a grant proposal — including a letter of inquiry, the grant’s cover letter, executive summary, needs statement, goals, methodology, evaluation, organizational and project budgets, and supporting documents.

    Grant Writing (Level II/Advanced)
    Day 2 ~ July 14, 2022

    This course will provide participants with an understanding of the full grantsmanship cycle, essential tools to write a strong, compelling grant proposal, and the fundamentals of successful grants management.

    Building on Level I, the second session will examine compliance and the closing out of a grant, both as basic elements of a proposal (continuing from Day 1) and as key to successful grants management—an act of stewardship. Focus will also be placed on considerations around future funding, including diversifying funding sources. In the final part of the session, participants will have the opportunity to work in small groups in the writing of a current grant proposal, followed by class review.

    Learning objectives:

    • Create a system for grant compliance, including the management of funds and metrics of progress.
    • Understand grants management to be an act of stewardship for all relevant parties.
    • Incorporate future and diverse funding sources into a grants management platform.
    • Determine the most effective writing strategies and approaches for various grant applications.
    • Develop and analyze grant narratives/components for strengths and weaknesses to ensure the successful completion of a compelling grant proposal.

    Bio: Anne Willson works with nonprofits to strengthen the core structure of the organization and increase their social impact. With a grounded, real-world perspective gained through nearly 30 years in the sector, she guides nonprofits in their development of compelling, sustainable strategic plans and the leveraging of organizational assets to broaden relevancy and engagement. Ms. Willson holds two BA’s, an MA, and a Duke University Certificate in Nonprofit Management (NPM). In addition to working directly with organizations, she leads a range of capacity-building workshops for the NPM program and lives in Raleigh, NC.

    Nonprofit: Financial Management
    September 8, 2022
    Melissa LeRoy

    This course provides an understanding of financial management for nonprofits and focuses on topics integral to nonprofit fiscal management. Learn finance terms as they relate to the effective operation of a nonprofit organization. Discuss how to track income and expenses to specific programs to fulfill expectations of funders, donors and the IRS. The role of the board, staff and committees are covered. Become familiar with the standards of excellence for nonprofit organizations and gain an understanding of financial statements, budgeting and surviving an audit.

    Learning objectives:

    • Understand how to read and interpret financial reports and records.
    • Gain knowledge on how to obtain the complete bottom line on programs.
    • Use tools and skills to give foundations the results they ask for.
    • Understand the year-end audit and 990.

    Bio: Melissa Metcalf LeRoy graduated magna cum laude with a degree in entrepreneurship and a minor in business law from Western Carolina University. She also has earned a Duke Certificate in Nonprofit Management and a Duke Advanced Certificate in Nonprofit Leadership. She teaches nonprofit management classes throughout North Carolina, South Carolina and Virginia. Ms. LeRoy is a past board member of the North Carolina Center for Nonprofits and is designated as a nonprofit mentor for the western region of North Carolina. She also contributed a TEDx talk, A Love Affair: The Art of Not Asking!, and offers her services as a consultant through her firm, On Fire Non-Profit Consulting.

    Marketing for Nonprofit Organizations
    [Social Media and Other Marketing]
    October 6, 2022
    Kelly Joyner Lee, MS

    When we think of marketing, we typically think of the activities that a for-profit company engages in. However, marketing is an important function for nonprofit organizations, as well. Marketing is the way that nonprofits determine the needs of their clients and their donors. As in the for-profit world, nonprofit marketing includes advertising, promotion, public relations and customer relationship management. This course examines how nonprofits use marketing to publicize their mission and to gather contributions of time and money.

    Learning objectives:

    • Understand how nonprofits use marketing to publicize their missions and to gather contributions. This can be done through various marketing strategies, including social media.
    • Discuss various marketing plans that nonprofits may use post-COVID.
    • Define what marketing does within nonprofit environments and the service-intensive nature of nonprofits’ programs and activities.
    • Understand how social media is used in conjunction with other nonprofit marketing strategies.

    Bio: Kelly Joyner Lee works as a program officer for the North Carolina Community Foundation, serving 18 counties in Central North Carolina. She has extensive experience in board and fund development, grant writing, small group facilitation, marketing and nonprofit engagement in communities. Ms. Lee is the co-creator of the “Leading for Tomorrow Nonprofit Capacity Building Summit” and a founding member of the Women Givers of Nash-Rocky Mount. She holds a BA in leadership in the public sector from North Carolina State University, graduating summa cum laude, and an MS in management and leadership from WGU North Carolina. Ms. Lee has earned certifications in small group facilitation, nonprofit marketing, and special event planning, and most recently has completed training with the Disney Institute, earning a certificate in Disney’s Approach to Leadership Excellence. She earned her Certified Fundraising Credential (CFRE) in 2019.

    Past class offerings this year include:

    Nonprofit: Board Development/Governance
    March 10, 2022
    Jeanne Allen, EdS

    In order to be successful, nonprofit organizations require strong leadership from their board of directors. The board responsibility is to manage the corporation, which includes, but is not limited to, overseeing senior management’s effectiveness, organizational policies and procedures, and the execution of its strategies. Learn the roles and responsibilities of the board, including its paramount duties, and why board accountability requires a fully engaged and active board of directors that manages the organization. Discuss how you may increase board members’ commitment to the mission and purpose of your organization, and how boards must fulfill their legal and governance duties. This course addresses the following topics: the board’s role and responsibilities, the board and the executive director’s relationship, financial and legal responsibilities of the board, and how to recruit and select good board members.

    Learning objectives:

    • Understand the board’s roles and responsibilities.
    • Discuss how board accountability prompted by a nonprofit’s internal and external stakeholders requires a fully engaged and active board who manages the organization.

    Bio: Jeanne Allen’s expertise is in strategy, innovation and leadership in the nonprofit sector. As a BoardSource Certified Governance Trainer, she is an expert in board development and governance and leadership. Jeanne also custom designs and facilitates engaging board and staff retreats, both online and in person, for nonprofits of various missions. Additionally, as an instructor in the Duke University Nonprofit Management Certificate Program, she teaches several courses: Board Development and Governance, Strategic Planning, Succession Planning, Effective Meetings, and Leadership in Nonprofits. Previously, Ms. Allen was assistant dean, multicultural programs at Westchester Community College, NY, as well as internal consultant with Girl Scouts USA in NYC. She earned an EdS in instructional systems technology and an MS in adult education from Indiana University as well as a BA from the University of North Carolina at Chapel Hill.

    Nonprofit – Planning and Evaluation
    [Understand Planning and Evaluating Nonprofit Programs]
    April 7, 2022
    Sarah Heinemeier, PhD

    Learn the who, why, when and how of program evaluation. What does it take to incorporate an effective and comprehensive program evaluation? Why does program evaluation have an impact on services and sustainability? This course is designed to be basic. Learn ways in which program evaluation impacts potential funding and organizational sustainability. Participants will walk away with a sample of program evaluation which they can build on and use within nonprofit organizations.

    Learning objectives:

    • Understand the meaning of planning and evaluating your nonprofit.
    • Know the value and benefits of evaluating your nonprofit.
    • Discuss the importance of evaluation outcomes.
    • Understand how program planning and evaluation impacts future funding and organizational sustainability for nonprofits.
    • Review a sample of program evaluation.

    Bio: Sarah Heinemeier, PhD, is a founding partner of Compass Evaluation and Research, Inc. She became interested and started working in evaluation as a graduate student at the University of North Carolina at Chapel Hill. As a practitioner of collaborative and participatory evaluation, she loves interacting with groups and building capacity to use data as part of an ongoing commitment to improving conditions and outcomes for children, families and communities. Dr. Heinemeier has a master’s degree in anthropology and a doctorate in social foundations for education from the University of North Carolina at Chapel Hill.

    Nonprofit Human Resources Development
    [Supporting Your Most Valuable Resource]
    May 19, 2022
    Robert Kenney, PhD

    Please note: Registration for Nonprofit Human Resource Development is now closed. Registration for the next class will open after this one has been held, so please check back after May 19 to sign up for that class.

    The ability to help people experience success at work creates benefits for employees, volunteers, leadership teams, organizations and those whom your organization serves. This class addresses skills that can be used at an individual level and to better help staff with obstacles that may affect their job performance and satisfaction.

    Learning objectives – participants will be able to:

    • Provide staff with constructive feedback.
    • Actively listen to others’ messages to more fully understand their meaning.
    • Discuss common motivation principles.
    • Align team member motivation with their individual values.
    • Apply a step-by-step process for effective and strategic delegation.
    • Assess possible coaching situations to decide if coaching is necessary.
    • Lead a team member’s coaching session.

    Bio: Bob Kenney, PhD, is president and founder of Partners Through Training, based in Richmond, Virginia, since 1993 and has taught hundreds of classes as part of Duke University’s Nonprofit Management Certificate since 1995. As a trainer and business consultant since 1993, Dr. Kenney has worked nationally and internationally with thousands of people looking to develop practical business skills in the areas of leadership, management and team development; managing and working within a remote team; influence and motivation skills; meeting management and facilitation; creative problem solving and innovation; mentoring, strategic partnerships and interpersonal collaboration. Dr. Kenney has designed and delivered professional development workshops for a variety of clients in the US, including nonprofit organizations; pharmaceutical and health care organizations; manufacturing plants; educational facilities; commercial airlines and other service-based corporations; and, local, state and federal government agencies. He has partnered with 19 centers for continuing and executive education at major universities, such as Duke University as well as the Universities of North Carolina, Virginia, Pittsburgh, Richmond, Maine and Southern Maine. Dr. Kenney holds masters and doctorate degrees in social and organizational psychology, with a specialization in small group training and organizational analysis, from the State University of New York at Buffalo.