Helping people. This is what working in a nonprofit organization is all about. In this column, I will share things I’ve learned that can help you in your role including best practices, industry news, resources to look at and even some fun tips and tricks.
Leadership Blog: Age and Wisdom in the WorkplaceAug 13, 2019
We get requests to offer training and consulting on multiple generations working together in the workplace. Those requests cover the gamut from high-level communication to one-on-one consulting on helping a manager be a better coach. It seems to be increasing, and my guess is that with the transition of baby boomers retiring (or reducing hours) and Generation Z (now about 20 years old) entering the workplace, this trend will continue.
Leadership Blog: The HeroAug 06, 2019
Ever work with a hero? You know who I’m talking about. This person works harder than anyone else, produces more than anyone else, creates better outcomes than anyone else and talks about how they do this more than anyone else. They’ll tell anyone who will listen. They always say they need help. However, the help accepted is really on their terms and good as long as they remain in control (the hero).
Leadership Blog: Fill your tank — unplug at conferencesAug 01, 2019
We have all been there: You’re at a conference with a similar group of professionals and you see people juggling work on phones or computers instead of listening to the presenter.
Leadership Blog: Gardening in the DarkJun 18, 2019
I was chatting with one of my co-workers the other day. We were going through the usual discussion topics — what's new and exciting, catching up on the weekend, etc. You know, the typical conversation.
What Can Nonprofit Leaders Get out of a Sage Intacct Customer Meetup?Jun 12, 2019
Every year, Sage Intacct’s leaders hit the road, traveling across the country meeting with current & potential customers to discuss the latest features, provide insight on what’s upcoming, and most importantly, share some best practices on how to make the most of Sage Intacct.
ACLU Minnesota Migrates to Cloud-Based Accounting SoftwareMay 22, 2019
Nonprofit organizations are under increasing pressure, pushed to meet the demands of those in need as well as those of their donors. They must ensure dollars are spent according to funder stipulations, and in order to do that, they need responsive, modern financial systems.
Leadership Blog: Movin’ OnMay 19, 2019
A confession: I’m in the last year of my 50s. Next year is the big 6-0. Sigh — it even writes old! Okay, not old, but it’s certainly one of those signals that it’s time again to assess and plan. I strongly believe that every leader needs to take their time at certain mileposts to see where they are and get ready for what’s next. Those mileposts can be the completion of a big effort, the achievement of a role, a mistake or, in this case, a milestone.
Leadership Blog: Tell Them? Show Them? Teach Them?May 16, 2019
Leaders, it’s time to stop all the problem-solving and sit back and watch what happens.
Who just had full-blown heart palpitations while reading that sentence? It’s time to look in the mirror and decide whether we are helping or hindering with our leadership style.
Implementing New Technology? Your Nonprofit Can’t Afford to Overlook the Change Management ProcessApr 25, 2019
When it comes to making investments in technology, nonprofits have a lot to lose if the implementation fails. You’re working with limited resources to make an enterprise-level change, while worrying about other issues such as the succession of key leaders, hiring talent and whether you should move toward shared services and resources. But you know that you need the latest technology in order to better serve your mission. Attracting and keeping donors, expanding and increasing the efficiency of your programs and improving the productivity of your employees — it all takes the right technology.
Do You Have Leadership GAS?Apr 24, 2019
It's time I shared this problem. Many of you know that I am passionate about my photography hobby. I love creating photographs. However, as part of this hobby, I've acquired GAS. Okay, not the GAS. you might be thinking of. This GAS is Gear Acquisition Syndrome. Let me be honest, I'm bloated with gear.
Leadership Blog: Mentors – Do You Really Need Them?Apr 23, 2019
Who was/is the mentor who made the most impact on your career? There was probably more than one. And as a side thought, have you ever thanked this person for it? (And yes, this includes those who taught you what not to do!)
Unlocking the Power of Real-Time Data at Your NonprofitMar 27, 2019
Nonprofit finance professionals face an ongoing barrage of challenges. Small budgets meet high expectations and even higher regulatory scrutiny. Added to this the ongoing competition that exists for donors and grants, achieving your mission is often harder than you would expect. Your days are often long and your technology is likely outdated, but the work is rewarding.
Seeing Is BelievingMar 21, 2019
There we were, 9,000 feet up on Haleakala (Maui), waiting for the sunset, when the most amazing thing jumped through the clouds! Wow! You can see how amazed we are in the picture. I posted this on Facebook, thinking I'd get some good chuckles, and I did. But I also got some "that's amazing!" comments. I have to admit, I didn't know what to do with the "amazing" comments. After all, I believe it's highly unlikely for a whale to leap 9,000 feet out of the water through the clouds. Yet I said it did.
Collaborate, Innovate and Spark Change: Wipfli Headed to 19NTCMar 10, 2019
By Ryan Peasley
While donations and grants, outcomes and missions are the name of the game for many nonprofits, the challenges often span far beyond that. Limited by tight budgets and small teams, nonprofits often struggle to find the right technology or even find the right support they need when working towards their mission.
My Horse Is Perfectly FineMar 05, 2019
Greetings! It’s been awhile. I took a blogging break (a creative respite?), and now I am ready to go again. As a leader, sometimes it’s important to rework priorities and step away to focus on some other things. The beauty is, you get to come back to what you love with a little more love and some fresh ideas. Are you ready to step into it?
Seeing the Big Picture at Independent SchoolsFeb 21, 2019
By Brent Neitz
The role of the business manager at an independent school is often one that presents a wide range of challenges. Parents and donors have high expectations for how your school spends funds and payments, handles student records and tracks programs — and you have to manage all of this in order to deliver the high-quality education promised.
Leadership Blog: Share Good News!Feb 20, 2019
We often hear, see and react to the bad news. How about we share the good news? Not just react to negative things with a positive attitude, but actually share good news! Did you:
- Receive a new grant, with administration dollars?
- Hire a great new team member who has the passion for taking the agency into the future?
- Decide what legacy you plan to leave as you give notice about your retirement date?
- Help a family meet an outcome that puts them on the path to stability?
- Check one thing off your to-do list?
Blockchain: Critical to the Social Impact of Nonprofits and GovernmentsFeb 11, 2019
From cryptocurrency to stock transaction settlements, you’ve heard how blockchain is being invested in and used by the financial institutions industry. But when you consider how the average person’s day-to-day life will change because of blockchain, the role of blockchain in tracking and measuring the social impact of nonprofits and governments, could be even bigger than its business applications.
Fundraising Blog: It’s all about joy!Feb 07, 2019
By Kate Atkins
Thanking donors is one of the most important parts of our job as nonprofit professionals. But what makes a great thank-you letter? It’s all about your JOY! What about a simple yet very important note of thanks? “I was finishing up my lunch when I saw that you sent us a new donation. My heart jumped — you made my day!"
Leadership Blog: Do You Really Care?Feb 06, 2019
What a great question to ask during the week of Valentine’s Day, right? In this instance, I am talking about empathy:
- Would you notice if an employee were disengaged? Or were disengaging to others? H
- Have you been caught by surprise that an employee was “suddenly” leaving? What signs did you miss?
- Would you inquire whether there seems to be something “off” with an employee or just let it go?
How Nonprofits Can Solve Challenges With Cloud TechnologyJan 22, 2019
Challenges come from all sides at nonprofit organizations. From regulatory compliance to recruitment and retention to revenue growth, leaders at nonprofit organizations face a high-stress environment. However, you got into this field because you care about the mission — it’s the reason your nonprofit exists, and it’s among the reasons you stick around.
Leadership Blog: Say No to Resolutions!Jan 02, 2019
Yep, that’s correct, I am suggesting that you say no to New Year’s resolutions. Instead, say yes to being resolved to impact the new year.
Three Signs Your Nonprofit Organization Is Outgrowing Its AccountingDec 12, 2018
Growing your nonprofit, meeting the expectations of donors and grantors and giving back to the community are all atop your list of goals in 2019, but with growth comes a common challenge: managing your people. Too many organizations face the growing pains of trying to lead a change without increasing budgets for back-office tasks and relying on unfocused or entry-level accounting software to manage the complexities and pitfalls of a growing nonprofit.
Leadership Blog: Don’t Be a SALYDec 04, 2018
Have you heard of the acronym SALY? It stands for Same As Last Year. It’s often referred to in auditing terms as a joke. But as leaders, we can’t afford to be SALY.
HS/EHS Blog: Parent Involvement IdeasNov 08, 2018
If you run a Head Start (HS), Early Head Start (EHS) or EHS-Child Care Partnership (CCP), you know that parent involvement is at the foundation of what makes the program successful. After all, those who care for the children you serve are their first teachers, their mentors, their life.
Leadership Blog: Showing AppreciationOct 29, 2018
I schedule time to show appreciation. I know, I know — that could come across as totally not genuine, but let me explain. My brain “squirrels” so many times throughout my day. In the past, I would have great intentions of calling someone or sending a note of thanks — but alas, weeks later nothing had happened.
Leadership Blog: Time Management (Insert Laughing-So-Hard-You-Cry Emoji Here!)Oct 15, 2018
There are time management books, videos, seminars, trainings — you get the picture. Some of them are great and have super-helpful suggestions. Some of them are “meh” and not too helpful. There really isn’t a one-size-fits-all approach because everyone is different.
Leadership Blog: How Do You Want to Be Thanked?Oct 02, 2018
Once every year or so, my team members are asked to share how they want to receive appreciation — specifically non-compensation. They often have varied answers. And over the years it’s been great information to share with other team members and other leaders to really personalize the “thank you” for them.
HS/EHS Blog: In-Kind Barriers and BustersSep 24, 2018
If you run a Head Start, Early Head Start (EHS) or EHS-Child Care Partnership (CCP), you have heard of in-kind. It’s the community’s share of the program. Whether it is through donated space, supplies or time, it is about having the community involved to help make the program as impactful as possible.
Rest — Just Don’t Stop!Sep 05, 2018
Leaders get tired. Leaders have long to-do lists. Leaders put out “fires.” Side note: My husband is a fire fighter, an advanced emergency medical technician and a police officer, and he often reminds me that what I call an emergency in the office may not be a true emergency.
Leadership Blog: Letting GoJul 24, 2018
How do you handle it when someone asks to learn how to do your job? Or when someone tells you that you need to teach others to do your job? This is what leadership means — leveraging the talent of others to do what you do now to allow you time to lead in the future. But it can be hard to let go. After all, you have done your job so well. You have been rewarded for it in raises and promotions. It’s comfortable. It’s a part of you.
Why History MattersJul 16, 2018
I recently presented a full-day in-kind planning session at the Region IV Head Start Conference in Atlanta, Georgia. The session focused on ways for the audience to break down in-kind into actionable items when they got back home.
Leadership Blog: Can you really love your job?Feb 27, 2018
A group of up-and-coming leaders asked if someone can really love their job.
I asked them a question back: Do you always love your family, friends, significant other…even your dog (think about a middle-of-the-night trip to the bathroom only to step in something squishy)?
Leadership Blog: New Year—Now What?Jan 29, 2018
I am not into new year’s resolutions, unless it is to continue to eat cupcakes—because I can make that one happen!
What I like about a new year is that you can take the time to regroup. You can look at your written goals (see that subliminal suggestion there—“written”) and decide how you are doing on them by asking yourself some questions.
HS/EHS Blog: Impact – What You May Never KnowDec 13, 2017
I often offer preconference presentations, as well as breakout sessions, through the National Head Start Association’s annual conferences. This past week I presented at the parent conference. Because the Policy Council and parent involvement have been an important part of the program since the 1970s, this conference focuses on helping parents and community members learn the rules, regulations, and requirements of the Head Start/Early Head Start program—and there are A LOT!
HS/EHS Blog: You Are the Best-Kept Secret – NOW STOP IT!Nov 08, 2017
I have a rant. A soap box. A super-sized concern. And I need your help. I often travel to clients to offer internal training or consulting, and I have seen a trend that needs attention. I will go into a gas station, store, or restaurant and mention that I am working with the local Head Star/Early Head Start and…wait for it…wait for it…they have no idea what I am talking about.
Leadership Blog: Leading With LegacyOct 26, 2017
What do you mean I have to coach all the time?!?!
I am a leader. And for me leadership means so much. I lead as a
new partner in a CPA and consulting firm. I lead people, projects, and lasting impacts for the legacy of the firm. I lead me. I lead those who are more tenured than I am as they transition into retirement. And I lead the next generation of leaders, who will not lead the same way the generations before them have led. That’s a lot of leading—right?!?!
HS/EHS Blog: Understanding WhyOct 24, 2017
I just finished a client engagement on which we (their leadership team, my colleagues, and I) spent three days digging into the Head Start Program Performance Standards. We went through the regulations, then they discussed their current monitoring approaches, with the goal of meeting the new Monitoring Protocol standards of less “check it off the list” type of monitoring.
Vacation BrainOct 23, 2017
I did it. I took a vacation and mostly disconnected. I handled two ASAP requests. I kept my email under 100 by checking/responding/cleaning it out every few days. But mostly I ate, slept, read, indulged in an adult beverage (or a few), and had a great vacation in the sun for my annual girls’ trip.
Is It In-KindAug 24, 2017
I had the opportunity to work in a Head Start program back in the early 1990s. At the time, the hot (and by hot, I mean what the monitors were focusing on) topic was in-kind. And decades later, it’s still the hot topic! We are asked all the time, “What is allowable in-kind?”
Intolerance of IntoleranceAug 21, 2017
When should a leader be intolerant? Let's talk…
A few years ago I had the opportunity to spend a few days in Munich. I struggled with going and could hear my parents’ voices stating how they could never set foot in that land (although my father was there as an American soldier in World War II). As I walked the streets feeling incredibly secure and welcomed, my mind often wandered back to what this would've been like 70 years prior. I would have been wearing a yellow star, marking me as someone not to be tolerated. I would not have been welcomed in shops or in public. I could have been beaten or arrested only for the reason of me being who I am. And worse, the people who warmly greeted me during my trip were most likely raised by people who were part of the intolerant folks of 70 years prior.
Let GoMay 01, 2017
Things change. People agree and disagree. Ideas happen and fail. And we have a choice. We can hang on to our successes and our failures, continuing to relive them (becoming a prisoner of our past behaviors like those who were in Alcatraz). Or we can let go.
Make Opportunity Great AgainNov 10, 2016
In light of recent election results, I couldn't resist this blog title. Regardless of which candidate we voted for, we now have to make do with the results. Here's my challenge: Let's look inside and outside our organization, let's reinvest in our mission, let's focus on our desired outcomes, and let's create the impact we know that we can.
Change isn't bad...Oct 06, 2016
…it's just different! I had this nugget of knowledge shared with me the other day. Actually, it's brilliant. What would happen if we all just looked at change from this perspective?
PrognosticationJun 22, 2016
Today is a big word day, and today's big word is prognostication. Webster's says that prognostication is "a statement about what is going to happen in the future." Leaders are prognosticators! So I dare you to start your next discussion with this statement: "Have I got a prognostication for you!" Then, of course, you need to accurately predict the future.
Leadership BrandMay 10, 2016
I spend a lot of time reading leadership books and articles. Every author has a great idea on how leadership style affects leadership effectiveness. For me, the bottom line always comes down to one thing: My behavior as a leader has consequences, both good and bad. And it's consequences I'm talking about, not results.
Culture and a CurseApr 05, 2016
Last night was opening day for my beloved Chicago Cubs. They started the season on a winning note, defeating the Angels 9-0. But that's not what this blog is about. It's really about the culture around an organization and how that culture can drive your outcomes.
I Am (Not) ResponsibleMar 09, 2016
Today's topic is responsibility. Yes, the “R” word. You know it. You may have even felt it. So here's my question: Do you live it?
Will It Help?Jan 28, 2016
If you saw the movie “Bridge of Spies,” you probably heard this dialogue repeated several times by two of the main characters:
James Donovan: “Aren't you worried?”
Rudolf Abel: “Would it help?”
ReflectionJan 05, 2016
In my last blog, I wrote about the need to think. This generated some interesting discussion on the differences between thinking and reflecting. I hadn't really thought about this, and I want to thank those (especially Denny) who prodded me to think about the differences.
- Wipfli’s newest Concur connector is now on Microsoft AppSource
- Wipfli associates volunteer for thousands of hours on Community Day
- Wipfli named one of Milwaukee’s Best Places to Work by Milwaukee Business Journal
- New leader has joined Wipfli’s forensic and valuation group
- Wipfli recognized again as top accounting firm
Senior Human Resource Business Forum (La Crosse, Wisconsin)
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In-Depth Training on OMB's Uniform Guidance Plus CSBG/Head Start Hot Topics (Co-Sponsor: Maine Community Action Association [MCAA])
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Unlocking the secrets of successful SaaS companies: What SaaS financial leaders need to achieve their growth stage goals
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