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Wednesday, January 21, 2015

May I Help You? RISK eNews


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A SOURCE for Tools, Advice, and Training to control risks… so you can focus on your nonprofit’s mission.
January 15, 2015

May I Help You? 

By Melanie Lockwood Herman
Last week I was among the weary passengers on board a flight stranded at Chicago’s O’Hare Airport. After our delayed flight from sunny California landed around 8:30 pm, the pilot brought our plane to a ‘complete stop’ about 200 feet from the terminal. We remained parked there for 90 minutes due to the lack of an open gate. One by one, we watched helplessly as connecting flights completed boarding and taxied to the snowy runway.
The experience was frustrating but also a bit surprising. The surprising part was the reaction of my fellow passengers. Instead of becoming visibly angry, impatient and emotional, everyone around me remained calm and dare I say, jovial. Not what I was expecting at the late hour and under the circumstances! I attribute the mood on board to one thing: excellent customer service. The flight attendants were thoughtful, professional and clearly concerned. Instead of hiding in the galley to avoid the brunt of unhappy passengers, they walked up and down the aisle to engage in conversation with customers, even offering post-landing beverages to anyone who was thirsty. The pilot provided frequent updates and apologized.
If you think about the fundamental purpose of risk management—to inspire confidence on the part of an organization’s stakeholders—risk management and great customer service go hand in hand. Remember that the customer service professionals of any organization, including a nonprofit, play offense and defense. They offer support to back up the promises associated with the nonprofit’s products and services, and they serve as the first point of contact with happy as well as disgruntled clients.
Yet too often there is a distance between the risk management function and the customer service team in an organization. There shouldn’t be.

Reposition Risk

Perhaps it’s time to rethink the risk function in your organization to ensure that is grounded in the principles of excellent customer service, such as:
·         Your staff members are the organization: Your employees’ actions and reputations are directly linked to that of your nonprofit. If your employees provide great customer service, that is what your nonprofit will be remembered for (and vice versa). Think about a time you had a positive or negative customer service experience—maybe while shopping, trying to get a broken machine fixed or replaced, or while on board a delayed flight. Your interaction with a single customer service associate can lead you to harbor strong feelings about an organization or brand, like “I’ll never go back to that store again!”
·         Employee satisfaction matters: Research shows that employee satisfaction leads to high performance, including customer service. Don’t assume you know what’s best for your staff or what they want or need. Ask them what they value and find ways to deliver the kind of workplace and workplace culture your staff will boast about.
·         Your nonprofit has both internal and external customers: We focus heavily on pleasing our external stakeholders, which means that important internal stakeholders get pushed aside. Since employee and customer satisfaction are linked, it’s essential that you provide the same level of care to your employees that you ask them to provide to your clients, consumers, service recipients, members and donors.
·         Customer service comes first: At the Center, our motto is that anyone can be trained to be an effective risk champion as long as they have the fundamental skills necessary to support the job. The same approach is embraced by Apple’s retail stores. While ‘auditioning’ for the position of sales associate, candidates are rarely asked about their technical skills or their knowledge of Apple products. Instead, they are asked behavioral questions, like how they would respond to challenging customer service scenarios. Apple, a hugely successful company, insists that customer service is key—and that value has made a huge impact on the company’s culture, customer loyalty and bottom-line.
At the Center, we rarely identify customer service as a critical element of risk management. But now we recognize that this oft forgotten component can influence the effectiveness of the risk management function as much as—or more than—headline issues like catastrophic losses, loss ratios and the like. As we move forward into the New Year, remind employees with risk responsibility that great customer service is job #1 in their area as well. Likewise, remind yourself to ask your direct reports, superiors, and the colleagues you interact with every day, “May I help you?”
Melanie Lockwood Herman is Executive Director of the Nonprofit Risk Management Center and the principal author of the Center’s new book: Exposed: A Legal Field Guide for Nonprofit Executives-2nd Edition. To inquire about bulk orders of Exposed or Melanie’s availability for a speaking engagement, contact Kay Nakamura at 703.777.3504 or Kay@nonprofitrisk.org.

NEW RESOURCES

Put your legal fears to rest, order Exposed, today!
2014 / 234 pages
Member price: $27
Non-member price: $30

Screen with confidence and safety, order the Notebook, today!
2014 / 102 Pages
Member price: $18
Non-member price: $20


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© 2015 Nonprofit Risk Management Center

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Labels: info, resources, risk management

Nonprofit Revitalization Act Compliance Plan Available


New York State Nonprofit Revitalization Act: 
Remedial Action Plan for Compliance 
[Updated]

$300 for Nonprofit Members of NYCON. 
Purchase includes one hour of implementation assistance.

In December 2014, the Governor signed the Nonprofit Revitalization Actinto law. It is the first major revision of New York State Not-for-Profit Corporation Law (NFPCL) in over 40 years and most of its provisions took effect July 1, 2014. The Act comprehensively reformed the NFPCL and had a significant impact on the governance policies and practices of the state's nonprofits. In order to comply with the new laws, the vast majority of nonprofits still need to amend their bylaws and/or revise or adopt new policies.


What is Included in the Remedial Action Plan for Compliance and How Can it Help Our Nonprofit?
In order to help ensure that member nonprofits are in statutory compliance in an expedient way, NYCON prepared the Remedial Action Plan for Corporate Compliance. The Plan provides a Resolution for the Board of Directors to adopt a "Statutory Compliance Article" as a bylaw amendment along with five accompanying policy documents to be attached as Appendices to the Bylaws. The Action Plan purchase also comes with one (1) free hour of implementation assistance (via phone) with a NYCON staff member.

Appendices Included in the Plan:
  1. Bylaws and Corporate Policy Definitions
  2. Board of Directors Conflict of Interest Policy
  3. Code of Ethical Conduct and Annual Potential Conflicts Disclosure Statement
  4. Whistleblower Protection Policy
  5. Audit Oversight Policy
This resource is available to current nonprofit members of NYCON.
If you would like to renew your membership, please click here.
If you are unsure of your membership status, please contact us. 


Update on Bylaw Review Services:
NYCON Members can now have their bylaws reviewed and revised for compliance with the new Nonprofit Revitalization Act as well as for other areas of improvement, including best practices. Learn More.
 
If you are interested in receiving a bylaw review, we encourage you to please inquire soon as our volume of requests is very high. We will prepare a quote at no charge. To do so, we will need to ask you a few questions about your existing policies and procedures -- as well as take a look at your current set of bylaws.To receive a quote for a Bylaw Review please click here and fill out our questionnaire.
Legal Reminder and Disclaimer:
 

The documents provided in the Remedial Action Plan for Corporate Compliance are aimed at assisting not-for-profits to be minimally compliant to the Act in bylaw and policy statements.
Please be reminded that every Board of Directors has a fiduciary obligation to ensure that bylaw and policy statements are properly and consistently carried out in practice.

 We encourage all users of this material to obtain qualified legal counsel and, where appropriate, guidance from a Certified Public Accountant (CPA) to advise in any modification and to specifically identify what other provisions in the Act may mean for your organization.

 
Please read the NYCONEnd User License Agreement before completing your purchase.

 

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Labels: compliance, Governance, NYCON, NYS, resources

Tuesday, December 9, 2014

ACTION ALERT on Charitable Tax Extenders



Urge Congress to Permanently Extend Key Charitable Giving Incentives
Congress needs to hear from you today!
Leaders in the House and Senate are now considering passing a separate bill to make the charitable provisions permanent. But they need to hear from you today to understand that passing permanent extensions of these tax incentives is very important to nonprofits and the people you serve. Congress shouldn't quit for the year before getting this done.   

TAKE ACTION
Time is truly of the essence, so contact your Representative and Senators today by phone, email, or social media.

By Phone:
Call the Capitol switchboard (202-224-3121), ask to be connected to your Senators' and Representative's offices.  

By Email:
Find your Senators' email addresses and your Representatives email address and send them this message, along with any other information about how the expired giving incentives have helped your nonprofit perform work in their communities:

Tell your representatives to:  
"Make the three charitable tax incentives (extenders) permanent before adjourning; our communities rely on work funded by these incentives and we are counting on your help.

Congress needs to make permanent the three charitable tax incentives - the IRA Rollover, the enhanced deduction for donations of food inventories and donations of conservation easements - so that all nonprofits can plan for the future and secure support for their work. Read more here about why we need these incentives for giving extended.    

Tweet to your Representatives Today!
NYCON on Twitter!
Find your Senators and Representatives Twitter handles and tweet one of the following @ them:

@_____ Our communities deserve better than a 3-week tax extension; make charitable giving incentives permanent #protectgiving

@_____ 3-week tax extension doesn't help the communities #nonprofits serve; make charitable giving incentives permanent #protectgiving

@_____ HR5771 = a 3-week extension; communities served by #nonprofits deserve better. Make charitable giving incentives permanent

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Labels: Advocacy, Federal, News, Nonprofit Request, NYCON

Retention, Retention, Retention! - Volunteer Managers Workshop






Retention, Retention, Retention!
Volunteer Management Training Offered by 2-1-1 HELPLINE Give Help

Thursday, January 15th
10 a.m. to 12 p.m.
Southeast Steuben County Library
(300 Nasser Civic Center Plaza #101, Corning, NY 14830)
This workshop is free and open to the public

REGISTER HERE!

A high rate of volunteer retention can reduce time and energy spent on recruiting and training, build volunteer loyalty and support, develop volunteers’ skills and competency, and increase community support for your organization. Retention of volunteers is no accident - it's a conscious effort and guiding principle which underlies every stage of the volunteer process from recruitment, training & orientation to daily management and recognition. Through a guided group discussion, participants will learn practical tips, techniques, and best practices for keeping and building a satisfied, dedicated, and supportive corps of volunteers.

Kevin Moss, CVA, Adult Educator and Volunteer Coordinator at Cornell Plantations, will use his years of experience to present this interactive workshop.

To learn more, call 607.776.9467 ext. 219!
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The Human Services Coalition of Tompkins County
Celebrating 40 Years of Creating Solutions Together!
 
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Labels: IHS, News, Program, Resource, Training, Volunteer

Thursday, December 4, 2014

Upcoming Events & Webinars

Best Practices for Internal Controls in Small Arts Organizations [NYSCA Webinar]
December 4th, 2014 11:00 AM to 12:30 PM 
Register Now 
business-see-saw.jpgThis webinar is free and the live version is open only to nonprofits receiving funding from the NYS Council on the Arts. The recording will be made available to NYCON Nonprofit Members.
 

Many small arts nonprofits have limited administrative staff, but the same expectations from funders (and regulators) regarding their organization's internal controls. NYCON has seen this issue come into sharper perspective as we, and many of our nonprofit members (including smaller arts groups) have had to go through the NYS Grants Gateway and Prequalification process in order to continue to receive our state funding. One of the biggest questions we heard during this process was "How can we possibly create, document and consistently apply complex Internal Control processes in an organization with 2 or 3 or 4.... staff people?" This training will focus on the implementation of simple, yet effective internal controls processes that allow your organization to reap the benefits of accountability, efficiency, and fraud prevention despite running a smaller nonprofit.
It's Not Too Late: Year-End Major Gifts Fundraising for Nonprofits [Webinar]
December 9th, 2014  12:00 PM - 1:00 PM 
Presented by Andy Robinson, Consultant and Trainer
Andy Robinson Consulting, LLC
Cost:  $49 Member Rate $69 Regular Rate  REGISTER NOW
NYCON is proud to partner with our State Association colleagues in Pennsylvania, Michigan and North Carolina to bring you this webinar.

falling-money.jpgThe most effective way to raise money is face to face -- and the most lucrative time to ask is right now!  In this webinar, Andy Robinson will walk you through the process of major gifts fundraising, step by step. Whether you're a veteran fundraiser or new to the field, you can expect to gain practical information and advice to help in:
  • Identifying prospects
  • Setting up appointments
  • Meeting with donors
  • How to structure the conversation -- and "the ask.
Materials & Log-in/Call-In Instructions: Webinar materials (PowerPoint PDF and other handouts), along with instructions on how to log in and call-in, will be emailed to attendees prior to the date of the webinar.
Nonprofit Committee Structures under the New Nonprofit Revitalization Act [Lunch & Learn Webinar]
Wednesday, December 10, 2014 from 11:00am to 12:30pm
Presented by Susan Weinrich, VP of Organizational Development Services
Free & Open to NYCON Members Register Today
 
Join us for this webinar and explore the changes in nonprofit board committee structure under the new law. Many rules have changed regarding board committees and nonprofit board governance. Gone are standing and "ad-hoc" committees. Now we define them as "committees of the board" and "committees of the corporation." Do you know who can be on each committee? Do you know what the roles and responsibilities are for each? Do you need minutes for each? Who should chair them? How do we bring non-board members onto a committee? For committees of the Board, what authority do they really have and how do we ensure they are accountable to the board?  Join us for this webinar on the practical implications of committee structure changes - and learn where to start.
Nonprofit Fraud & Abuse: A Unique and Personal Perspective [Special Webinar]
Thursday, December 11, 2014   11:00 am to 12:00 pm
Free & Open to NYCON Members Register Today
big-bills-money.jpgThe mismanagement and misappropriation of nonprofit funds is a serious issue. Not only is it illegal, and carries with it significant penalties, it also takes valuable resources from people who truly need services and damages the brand of all nonprofits. It can also severely impact the lives of those involved with the organization. In this honest and frank webinar, you will hear from a former nonprofit executive director recently convicted of conduct relating to grants management fraud.

Learn about the path he chose, the decisions he made, the lessons he learned, and, most importantly, how to avoid this type of event occurring at your own nonprofit organization.
REGISTER NOW:
Space is Limited! 

Executive Director Retreat for New Nonprofit Leaders
December 10th-12th, Latham,NY
REGISTRATION 
INFO
crossed-arms-business.jpg
Participants will be introduced, through practical application, to mastery of the diverse skills necessary to achieve success in their current role. Led by a multi-disciplinary team of experienced instructors, this retreat emphasizes real world elements of nonprofit
executive leadership, management and problem-solving.
Latest Job Postings on the [NEW] NYCON
Nonprofit Job Board...
blurred-business-shake.jpg

Executive Director
Brooklyn, NY
Coordinator, Marketing and Communications
New York City
Care Managers
Albany & Hudson Falls
Outreach Specialist
Albany, NY

Community Health Specialist 
Albany, NY

Astronomer, Public Outreach & Education
Schenectady, NY

Health Care Research Analyst
Rochester, NY

Program Manager, Best Practices & Strategies/Community Health Improvement
Rochester, NY

Administrative Coordinator
Troy, NY

Insurance Sales and Service Positions
Menands, NY

Social Work Coordinator
Albany, NY

Director of Development and Community Relations
Albany, NY

All Members can Post jobs for FREE!
Click to learn more.
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About the Southern Tier Nonprofit Executive Directors Group

This group is supported by the New York Council of Nonprofits, formerly Council of Community Services of New York State (CCSNYS), and the Institute for Human Services, and offers nonprofit executive directors opportunities for networking and professional development.

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