The inaugural Bridge the Gaps Learning Series is for the executive leaders who want to stop wearing multiple hats and start getting more control over their day-to-day operations. At the start of this year, you wanted to work smarter not harder. Now, Q2 is around the corner and some gaps have started to rear their ugly heads. These gaps are costing you time and energy, which also affect your way to generate revenue or fundraise. 

In this learning series, we focus how to bridge those gaps in healthy, constructive, and evergreen ways. Specifically, this year, we will address financial/budget gaps, automation gaps, and the human equation gaps. This series brings the experts to you, for 90 minutes, as you develop actionable methods and tools that you can immediately bring back to your organization and start implementing. 

The Bridge the Gap Learning Series is hosted and moderated by Danielle Gines of DG Consultancy, an educator and curriculum specialist for over ten years. We are excited to welcome you to this series! 

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Bridge the Gaps: Financials/Budget

Led by Maureen Miller

March 22, 2023 l 12:00 - 1:30 PM Eastern (9:00 - 10:30 AM Pacific)

Through this interactive session, Maureen will guide you through four gaps that she has seen when it comes to budgeting. She will teach you how to plan your organization’s budget timeline, organize the last two years of your financial statements using Excel, classify your revenue and expense accounts, and classify your organization's programs. To maximize your experience, so you get the most value out of this session, it would be beneficial if you have a basic to intermediate knowledge of Excel, budgeting, and financial statements. 

Meet Your Presenter, Maureen Miller:

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Bridge the Gaps: Automation

Led by Tanesha Halstead 

April 19, 2023 l 12:00 - 1:30 PM Eastern (9:00 - 10:30 AM Pacific)

In this session, Tanesha will guide you through the biggest CRM automation gaps. She will start by showing you how to examine your current process, identify gaps and areas for improvement. Then, you will begin to develop a customized automation strategy that aligns with your organization's goals and objectives. Next, you will evaluate the effectiveness of your new strategy and make any necessary adjustments. Finally, you will go over practical tips and examples that support you in taking action and implementing your new strategy. To maximize your experience, so you get the most value out of this session, it would be beneficial if you had a basic understanding of your business operations, experience with CRM systems (preferred but not required), a comfort with technology, and an interest in automation and improving organizational processes.

Meet Your Presenter, Tanesha Halstead

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Bridge the Gaps: Human Equation

Led by Peter Getoff

May 17, 2023 l 12:00 - 1:30 PM Eastern (9:00 - 10:30 AM Pacific) 

In the final installment of the series, Peter will bridge a critical gap: the human equation. He will share methods that increase retention of qualified and competent employees and create supportive measures that increase employee self-confidence in taking on leadership roles within the organization. Then, he will show you how to develop critical skill sets in boundary setting, empathetic confrontation alongside problem-solving interventions with your staff. Finally, all this will culminate by addressing employee mental health, how and when to involve support services. To maximize your experience, so you get the most value out of this session, it would be beneficial if you are supervising at least one employee, are familiar with at least one model of supervision and management, are dedicated to improving your management skill set, and have had at least one year of experience working within an organizational setting either in nonprofit or for-profit. 

Meet Your Presenter, Peter Getoff

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COST

$60 per session, which includes recording + support materials

$150 for the whole series, which includes all the recordings, support materials, and additional freebies from the presenters