Training / Speaking
Not all of Bryan's speaking and training engagements are open to the public, but we want you to know when he will be speaking if it is convenient for you to attend. We would also encourage you to suggest Bryan as a resource to nonprofit associations and conferences that you are a part of.
Commonly requested topics – most available as 60-90 minute intro or in-depth half-day to full day:
Executive Transition Workshop
Succession Planning
Creating a Board/Staff Dashboard
10 Keys to Effective Boards
Board/Staff Leaders - Full Day
Board Self-Assessment
Executive Director Assessment
If you would like to learn more about Bryan training at your conference or in your board or training room, please contact us at 317-752-7153 or Bryan@CharitableAdvisors.com
2009 Speaking and Training
March 18 - Financial Reporting and Accountability, Bryan with Jim Simpson, CPA - INCAAApril 14 - Board Boot Camp – United Way Young Professionals (Cincy)
April 22 – Nonprofit Solutions Conference, IUPUI- Building an Organizational Dashboard
April 27, 28, 29 - Using the new Form 990 to Improve Governance, Bryan with Jim
Simpson, CPA - Financial Technologies and Management (half-days in Indy, Mitchell, and Plymouth)
May 1 – How the Nonprofit Sector is Responding – Panelist at JMT Consulting annual conference, Rhode Island
May 9 – Intro to Board Service – for United Way of Greater Cincinnati – P&G
May 14 – Making Strategic Planning Work for Your Organization - INCAA
May 19 – Leadership Ventures – How to Build and Use an Organizational
Dashboard (half-day)
June 1-3 – Execution Transition Management – Bryan joins two consultants from
CompassPoint of San Francisco to conduct this consultant training at Leadership Ventures
June 10 – Creating Effective Board Meetings – Indiana CPA Society – Nonprofit Conference
July 29 – Organizational Goal Setting and Dashboards – Bryan with Tia Jackson - INCAA
August 18 - Executive Director Evaluation and Compensation – IN Nonprofit Resource
Network, Lafayette – (2 hour)
August 25 – Ramping Up Board Training and Engagement – B&G Clubs
September 16 – Train the Trainer/Creating Engaging Board Meetings (Webinar – B&G Clubs)
September 17 - Leadership Ventures – How to Build and Use an Organizational
Dashboard (half-day)
September 22 – 1) Dashboards; 2) Board Meetings – IARCCA Conference
September 23 - Train the Trainer/Fund Raising for Every Board Member(Webinar – B&G Clubs)
September 30 - Train the Trainer/Finance for Every Board Member(Webinar – B&G Clubs)