Finance Professionals Network (FPN)
Human Resource Network (HRN)
These resources can be used to support further applications of skills, knowledge, and tools presented at the network meetings. Please check the peer network page for more information about these networks. Please respect any fair use and copyright for any of the resources below.
September 25, 2019
Equity and Inclusion Throughout an Employee's Experience
Presenter: Patrick Brown, The Greenlining Institute
Additional Resources
- The Justice Collective
- Article: Liberation in Education: Why Don’t We Just Tear the Whole Fence Down? from Citizen Education
August 13, 2019
Imagining a Just Transition for Nonprofit Organization Finance
Presenter:
Dana Kawaoka-Chen (Executive Director of Justice Funders)
Additional Resources
- Resonance: A Framework for Philanthropic Transformation from Justice Funders
- Nonprofit Resonance Self-Assessment tool from Justice Funders
- Just Transition Framework from Climate Justice Alliance
- Just Transition Zine from Movement Generation
Articles
- The ethical argument for foundations to increase their annual payout rate beyond 5%
- How Prison Abolitionists Acquired a Former Baby Store in Oakland's Temescal District
- Restore Oakland Opens in the Fruitvale District
- One Of America’s Most Racially Unequal Cities Has A Plan To Close The Wealth Gap
July 23, 2019
Hiring Using Equity as your Guide and your Goal
Panelists:
Anisha Desai, AORTA (Anti-Oppression Resource and Training Alliance)
Jasmine Hall, CompassPoint
Danielle DeRuiter-Williams, The Justice Collective
Moderator:
Berty Arreguin, CompassPoint
Additional Resources
- Hiring: Building the Team you Want (AORTA)
- Sample Hiring Plan (CompassPoint)
- Sample Job Announcement (CompassPoint)
- Sample Candidate Scoring Rubric (CompassPoint)
June 20, 2019
A Brief Update on the AB 1181 Gifts-in-Kind Bill
Presenter: Jan Masaoka (CEO at CalNonprofits)
Host: Jeanne Bell (Nonprofit Quarterly, former CompassPoint CEO)
April 24, 2019
Facing the Crisis: Bay Area Real Estate for Nonprofit Organizations & Employees
Presenters:
Anthony Shell (Avison Young)
Sarah Frankfurth (Northern CA Grantmakers)
Additional Resources:
- Nonprofit Office Space Leasing slides
- Bay Area Nonprofit Displacement slides
- Spaces for Good - Office, Share/Cowork, and Event Spaces for Non Profits
- Nonprofit Displacement Project full data from Northern CA Grantmakers
Contact information
- Anthony Shell, Principal
Avison Young
anthony.shell@avisonyoung.com
(510) 254-4263 - Sarah Frankfurth, Collaborative Philanthropy Manager
Northern California Grantmakers
sfrankfurth@ncg.org
(415) 625-0873 - Saul Ettlin, Real Estate Consultant
Northern California Community Loan Fund
settlin@ncclf.org
(415) 392-8215 ext. 319
February 25, 2019
Spill the Disabili-Tea: Exploring Disability Justice
Presenter: Alex Locust, a.k.a. Glamputee
Link to Spill the Disabili-Tea Resource Guide
December 13, 2018
Staffing Diversity, Equity, and Inclusion: How do we staff our DEI efforts?
Host: Nelson Layag, Leadership Consultant and Coach
Panelists:
Sheila Burks, Alameda County Community Food Bank
Irasema Garcia, Grid Alternatives
Jo Ann Prompongsatorn Farrant, TransForm
Christine Pauley, National Center for Youth Law
Link to audio recording of conversation
Additional Resources
- TransForm DEI Blog Post
- Continuum on Becoming an Anti-Racist Multicultural Organization
- White Supremacy Culture by Tema Okun
- Rockwood Leadership Framework on Triggers
- East Bay Meditation Center | Practice in Transformative Action
- Awake to Woke to Work from Equity in the Center
- Racial Equity Tools
- Alameda County Food Bank Equity Statement
November 28, 2018
Understanding the Laws Governing Charitable Fundraising
Presenters: Stephanie L. Petit and David A. Levitt (Adler and Colvin)
Webinar Resources
October 3, 2018
Peer Support Groups Inside Nonprofits
Presenter: Nelson Layag (Project Director, CompassPoint)
Resources
- Peer Support Within Organizations slides
- Leader Clinic Peer Consultancy protocol
- Peer Problem Solving handout
August 30, 2018
A New Approach to Market Analysis for Nonprofits
Presenter: Steve Zimmerman (Spectrum Nonprofit Services)
Host: Jeanne Bell (Nonprofit Quarterly, former CompassPoint CEO)
Publication: Community Influences: Understanding Nonprofit Markets from Spectrum Nonprofit Services
Zoom video recording: A New Approach to Market Analysis for Nonprofits
July 20, 2018
Midterm Elections Are Here, So Let's Get Political!
Presenter: Jan Masaoka (CEO, CalNonprofits)
Host: Nelson Layag (Project Director, CompassPoint)
Webinar Recording (audio only): Midterm Elections are Here
June 26, 2018
Bitcoin, Blockchain, Nonprofits, and Philanthropy
Presenter: Connie Gallippi (Founder and Executive Director, BitGive)
Slides: Bitcoin, Blockchain, Nonprofits, and Philanthropy
Webinar Recording: Bitcoin, Blockchain, Nonprofits, and Philanthropy
March 21, 2018
Understanding Full Cost
Presenter: Claire Knowlton (Nonprofit Finance Fund)
Slides: Understanding Full Cost
Webinar recording: Understanding Full Cost
February 18, 2018
The New Tax Law and What it Means for Nonprofits
Presenters: Erin Bradrick and Gene Takagi
Slides: The New Tax Law and What it Means for Nonprofits
December 14, 2017
End User Cyber Security Training
Presenter: Jason Clause, IT Consultant, Endsight
Slides: HRN EndUserCyberSecurityTraining_12.14.17.pdf
December 5, 2017
FASB Update
Presenter: Gina McDonald, CPA
Slides: FMA 12.5.pdf
November 15, 2017
Making Compensation and Total Rewards More Equitable
Presented by:
Sarah Gort
Resources:
- Living Wage Articles
- The 70-20-10 rule from Center for Creative Leadership
- "All right, we need to talk about nonprofit salaries" from Vu Le (Nonprofit AF)
- Sustainable Economics Law Center Nonprofit Democracy Network
- "Why we don’t negotiate salary" by Bhavin Parikn (Magoosh)
- RoadMap Consulting compensation resources
- Rethinking Nonprofits; Aligning Equity and Justice with Your Organizational Structure – CompassPoint Workshop offering
- "How well are we treating people who work for Social Justice?" by Margi Clarke
- "Approaching the tricky topic of Nonprofit Compensation" by Lyn Freundlich
October 12, 2017
A panel discussion about Racial Affinity Groups
Led by Kad Smith of CompassPoint
Panelists:
Adrienne Kimball of Rubicon
Patrick Brown of Greenlining Institute
Maro Guevara of CompassPoint
Sarah Gort of CompassPoint
Resources:
- Caucuses and affinity Groups from Race Equity Tools
- Addressing Racism in the Organization from Blitz and Kohl
- Dialogue for Affinity Groups from Everyday Democracy
- Racial Identity Caucusing: A Strategy for Building Anti-Racist Collectives
September 7, 2017
Managing Risk In Turbulent Times:
How Nonprofits Can Respond to the Watershed Moment
Presenter: Ted Bilch, Risk Alternatives
Slides: Managing Risk In Turbulent Times: How Nonprofits Can Respond to the Watershed Moment
Webinar: Managing Risk In Turbulent Times: How Nonprofits Can Respond to the Watershed Moment
May 3, 2017
Revisiting Leadership Transition: Centering Equity, Sustainability, and Social Change
Presenters: Jeanne Bell, CompassPoint
Recording: Revisiting Leadership Transition: Centering Equity, Sustainability, and Social Change
Slides: Revisiting Leadership Transition: Centering Equity, Sustainability, and Social Change
March 7, 2017
Webinar: Rethinking Your Annual Budget
Presenters: Shannon Ellis and Jeanne Bell, CompassPoint
Recording: Rethinking Your Annual Budget
Slides: Rethinking Your Annual Budget
Conference Chat: Download transcript
February 9, 2017
Unconscious Bias in HR Systems [Part 2 of a 2-part series]
Presenters: Michelle Natividad Rodriguez, National Employment Law Project and Sarah Gort, CompassPoint
Notes & Resources from the discussion:
Unconscious Bias in HR Systems
December 15, 2016
Webinar: Unconscious Bias in HR Systems [Part 1 of a 2-Part Series]
Presenters: Zoë Polk, SF Human Rights Commission and Michelle Natividad Rodriguez, National Employment Law Project
Slides: Unconscious Bias in HR Systems
Recording: Audio and Slides (mp4)
November 10, 2016
Performance Reviews: Should Organizations Continue to Use Them?
Presenters: Marla Cornelius and Nelson Layag, CompassPoint
Handouts:
Group Exercise – Instructions for staff reflection on Performance evaluations
CompassPoint Internal Document – Aligning People to Purpose Recommendation
Pictures
(These pictures were taken during the session’s group exercise):
"The Supervisor"
"The Staff Person"
"The Organization"
"The Team/Dept"
"Bright Spots"
"Analysis and Articles"
October 6, 2016
Accounting and Auditing Update (FASB)
Presenter: Tonetta Conner, Harrington Group
Slides: Accounting and Auditing Update
September 16, 2016
Remote Work: A Case Study
Presenter: Liz Schaffer, Global Fund for Women
Handouts:
Remote Work: A Case Study
Floor Plan (Numbered)
August 2, 2016
Real Estate Readiness
Presenters: Andrea Papanastassiou and Stephaney Kipple,
Northern California Community Loan Fund
Handouts:
CompassPoint Real Estate Readiness NCCLF Workshop Slides
CompassPoint Real Estate Readiness NCCLF Workshop Materials
June 8, 2016
Evaluating the CEO: A Process to Benefit the CEO, the Board, and the Staff
Presenter: Marla Cornelius, CompassPoint
Handouts: On Board Guide and Template, ED Performance Evaluation Template
Slides: Evaluating the CEO: A Process to Benefit the CEO, the Board, and the Staff
May 12, 2016
FairPay for Northern California Nonprofits: The 2016 Compensation & Benefits Survey—Highlights and Trends
Presenter: Rita Haronian, Nonprofit Compensation Associates
Webinar recording: Fair Pay for Northern California Nonprofits: The 2016 Compensation and Benefits Survey—Highlights and Trends
Slides: Fair Pay for Northern California Nonprofits:The 2016 Compensation & Benefits Survey—Highlights and Trends
April 7, 2016 In-Person Meeting
Cal Nonprofits Healthplan (Jan Masaoka)
Holacracy Implementation (Karim Bishay)
Presenters: Karim Bishay and Jan Masaoka
No materials to download.
March 17, 2016 Webinar
GAAP Update: What Is New?
Presenters: Hydeh Ghaffari and Kevin O'Connell, DZH Phillips
Slides: GAAP Update - What Is New?
Webinar: GAAP Update - What Is New?
Handout: GAAP Update - What Is New?
February 25, 2016 In-Person Meeting
HR Spotlight: Strategies for having workplace discussions that are inclusive of our racial identities
Presenters: Steve Lew, Senior Project Director; CompassPoint; Sarah Gort, Operations Director, CompassPoint; Zoe Polk, Director of Policy Division, SF Human Rights Commission
Meeting notes: Strategies for having workplace discussions that are inclusive of our racial identities
December 10, 2015 Webinar
Introduction to Strengths
Presenter: Sarah Gort, CompassPoint
Slides: Introduction to Strengths
November 3,2015 In-Person Meeting
Trans-Inclusive Work Places
Presenter: Sasha Buchert, Transgender Law Center
Handout: Model Workplace Employment Policy
Resources: Transgender Law Center employment resources page,
ID Please: Guide to Changing California & Federal Documents to Match Your Gend Identity
October 7, 2015 Webinar
Lean Operations at the San Francisco Ballet
Presenters: Kim Ondreck Carim, San Francisco Ballet
Slides: Lean Ops at San Francisco Ballet: An Interview with Kim Ondreck Carim, CFO
Webinar Recording: Download
YouTube Video: Toyota Using Lean Production