Helping Those Who Help Others
Founded in 2008 by George L. Duncan, Founder and Chairman, and Mary Ellen Fitzpatrick, Corporate Communications Director (retired), Enterprise Bank's Non-Profit CollaborativeSM (NPC) provides critically needed support to non-profit organizations in the Merrimack Valley, North Central Massachusetts, and Southern New Hampshire. Together, with the Enterprise Bank team, we work on behalf of the non-profit community to develop programs and resources to benefit these valuable organizations. Click here to SUBSCRIBE to the NPC email list.
Educational Seminar Series
We understand the challenges you face to fulfill your mission while working with limited resources. Our educational seminars are presented by industry experts and address topics critical to the success of non-profits. Seminars are offered in both the spring and the fall and there is no cost for representatives of non-profit organizations to attend – register for one seminar, or plan to have a representative at each seminar! View our ARCHIVE of past events.
SPRING 2019 SEMINAR SCHEDULE
All seminars take place from 8:30am to 10:30am (doors open at 8:00am) and breakfast is provided.
- Tuesday, March 5, 2019 : Building a Successful Non-profit through Expert Networking
Enterprise Bank, Community Room | 18 Palmer Street | Lowell, MA
The art of networking is alive in the 21st century! Every 501c3’s success depends on a strong and reliable network of individuals, organizations and other non-profits to survive a very competitive landscape. We will walk through time-tested practices to help ensure your story is known and how to ask for help.
- Learn how to make your mission and story known in the community
- Connect with people who are literally waiting for you to ask for their help
- Understand how to leverage relationships to tell your story
About the presenters:
Anne-Marie Sousa, President and Founder, Catie's Closet started Catie’s Closet in 2010 in memory of her daughter. Operating in over 70 schools, Catie’s Closet improves attendance by providing clothing and toiletries to children in need.
Robert Lawlor, CFP®, AEP®, CTFA®, Sales & Relationship Development Manager, Enterprise Bank has been in the Wealth Management arena and deeply involved with non-profits since 1988. He has been actively involved with 10 non-profits and currently holds Board positions with three while volunteering with two additional firms. Rob has been with Enterprise Bank for over 20 years and recently received the Bank’s highest award for Community Service.
Jim Moriarty, Senior Insurance Services Advisor, Enterprise Bank has been an Enterprise Banker for 18 years and heads up the Enterprise Insurance Division. Currently, Jim serves as an Officer on three non-profits and as a Board Member on another. Over the past 40 years Jim has served on a number of other non-profit Boards.
- Tuesday, March 19, 2019 : Volunteers: You've Got To Love 'Em
Rivier University, Benoit Education Center | 29 Clement Street, DeMoulas Room (please note this is a change from the original seminar location) | Nashua, NH
This seminar will focus upon recruiting and retaining good volunteers, from "Millennials" to "Matures".
- Consider the advantages and disadvantages of utilizing volunteers
- Learn what motivates volunteers, across generations
- Explore the reasons good volunteers leave
About the presenter:
Rick Blain, CFRE, Richard R. Blain & Associates, LLC is a Certified Fund Raising Executive with more than thirty-five years of professional experience. He has served on the staff of two colleges and a healthcare system, and as vice president of a national consulting firm, establishing his own firm approximately 20 years ago. Richard R. Blain & Associates, LLC serves not-for-profit institutions and organizations of various types and sizes in New England and Pennsylvania.
- Tuesday, April 2, 2019 : Gender in the Workplace
Mt. Wachusett Community College, North Café | 444 Green Street | Gardner, MA
This seminar will focus on gender dynamics in the workplace. In light of the Me Too movement, people are more concerned than ever that they create a welcoming and inclusive environment. Gender, inclusive of transgender, accommodations, and creating a culture of inclusivity is key to a productive work place. Learn how you can do just that!
- Learn some of the current challenges facing the modern workforce inclusive of gender and transgender representation
- Examine your own places of work to discuss how you can improve the climate for those of all genders
- Share your personal and professional experiences as we tackle this challenging topic together
About the presenter:
Dr. Julie Elkins is the Senior Student Affairs Educator, Bunker Hill Community College, and an Adjunct Faculty, Masters in Higher Education Programs at Southern New Hampshire Univeristy. Dr. Elkins has served the profession by providing national and regional leadership to both American College Personnel Association (ACPA) and National Association of Student Personnel Administrators (NASPA) by serving over eight years on the Executive Council for ACPA and five years of board leadership with NASPA Region I. Dr. Elkins was the first co-chair of the NASPA Task Force on LGB Issues in 1988 and Chair of the ACPA Standing Committee for LGBTA from 1993-95 and 1996-97.
ACPA recognized Dr. Elkins as a Diamond Honoree in 2007 for her outstanding and sustained leadership in the field of student affairs. The American College Personnel Association created the “Julie Elkins Outstanding Community Service Award” in 2008 honor of her dedication to social justice issues within the profession. Dr. Elkins is a proud graduate of the UMASS-Boston, Doctorate of Education in Higher Education Administration program where her dissertation focused on identifying the critical factors necessary to establishing sustainable community-campus partnerships. She also holds a Master of Arts degree in Higher Education Administration and Counseling from Indiana University of Pennsylvania and a Bachelor of Science degree in Social Work from Central Missouri State University.
- Wednesday, April 24, 2019 : Strategic Planning & Execution For Non-Profits
Indian Hill Music School | 36 King Street | Littleton, MA
We all dream of having an interactive, focused and results oriented strategic planning session with our board each year. We would agree on what our mission is, decide what our primary focus for the upcoming year will be, we’d set SMART goals, and we’d commit to implementing the plan. However, this rarely happens and months later we find our strategic plan buried and forgotten under a pile of other work that has taken a higher priority. Do you every wonder why this happens and why we have trouble creating an executable strategic plan?
At this hands-on and thought-provoking seminar, we will discuss how to make your strategic planning process more effective. Using past experiences, along with interactive breakout sessions with your peers, we will help your organization build and develop a strategic plan that will have an immediate impact.
- Understand the importance of a clear mission, vision & strategic plan
- Discover key components to conducting a quality strategic planning session
- Learn how to set effective goals and identify a facilitator
- Map and execute your own personalized strategic plan
About the presenter:
Michael Gallagher, Chief Risk Officer, EVP, Enterprise Bank has been an Enterprise Banker for 16 years and has served on the boards of 15 non-profit organizations from the region over the past decade. He has presented on numerous occasions to non-profit groups on strategic planning, board governance, identity theft, information security and fraud matters.
- Tuesday, April 30, 2019 : Retirement Solutions for Non-Profits
Lexington Depot | 13 Depot Square | Lexington, MA
Does your organization offer a retirement plan that attracts and retains the best talent? Is your plan meeting the objectives it was designed to meet? This informative seminar will help you understand current retirement plan trends, evaluate the pros and cons of retirement options including 403(b) and 401(k), and strengthen your organization’s approach to benchmarking your plan.
- Understand the value of offering and maintaining a retirement plan
- Make the most of the retirement plan you have
- Support employees with retirement plan education and personalized investment advice
Investment products are not a Deposit, not FDIC insured, not guaranteed by Enterprise Bank, not insured by any government agency, and may lose value.
About the presenters:
Paul Landry, AIF®, Retirement Plan Advisor at Enterprise Wealth Services joined Enterprise Wealth Services in 2017, bringing with him nearly 20 years’ experience in the financial services industry. His career began at Smith Barney's Corporate Client Group as a financial planning and marketing associate. He currently holds FINRA Series 7, 63, and 65 registrations as an Investment Adviser Representative of Commonwealth Financial Network®, in addition to his life, accident, and health insurance licenses. Prior to beginning his career in the financial services industry, Paul honorably served in the United States Marine Corps. He currently resides in Amesbury with his wife and three boys.
James O’Hearn, AIF®, CFP®, Wealth Services Manager at Enterprise Wealth Services is a 2006 graduate of the University of Massachusetts Amherst with a BS in business management. Upon graduation, James entered Enterprise Bank's Leadership Development Program. After successfully completing the program, he joined Enterprise Wealth Services in 2007. James has obtained his FINRA Series 7, 24, 63, and 65 securities registrations (held though Commonwealth Financial Network®) as well as his life, accident, and health insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner through Merrimack College. He attends Bentley University's Professional MBA program. James is active with the Lowell Parks & Conservation Trust, Pollard Memorial Library, and many other organizations throughout the area. He is a lifelong resident of Lowell.
- Tuesday, May 7, 2019 : Grant Writing for Beginners
Tuscan Kitchen | 67 Main Street | Salem, NH
Are you new to grant writing? This workshop is a primer for those just starting out. What makes a strong grant proposal? How do you find grantors? How can you position your non-profit for grant success? We all have to start somewhere, and we hope you start here.
- Learn how to make your grant stand out from others
- Understand the grant proposal development process
- Know where to find funding opportunities
About the presenter:
Susan Linn, President and CEO, Epilepsy Foundation New England has a grant writing track record that includes more than $100M in grant funds raised for schools, cities, and non-profits from private and governmental sources. Now leading Epilepsy Foundation New England, Susan continues to have a passion for grant writing and sharing what she has learned to strengthen our non-profit community.
- Tuesday, May 21, 2019 : The Ins and Outs of Running a Successful Fundraiser
Salvatore's Conference Center | 354 Merrimack Street | Lawrence, MA
From the elementary school bake sales to the extravagant mega-galas, all events start with a great idea to raise money and awareness, all with the intention of being successful. Mindful steps in planning and branding your event can make the difference between an awesome success and an awkward gaffe. Come learn the “how to’s” of special event planning – the good, the bad and the unexpected.
- Learn how to define, brand and market your event
- Build a realistic plan including timeline, committee member responsibilities, and outcomes
- Structure your budget with realistic projections
- Define the PR, social media and other outreach markets
- Conduct post event evaluation ROI
About the presenters:
Barbara Dunsford, Development Consultant is a development leader and speaker focused on results-oriented strategies and varied data audits to maximize non-profits’ time, efforts and investments for better outcomes. She has been associated with many local non-profits such as Greater Lowell Community Foundation, Girls Inc., The Wish Project, Lowell General Hospital, Elder Services of the Merrimack Valley, Cambodian Mutual Assistance Association, and founder of the annual Seacoast Women’s Week in Portsmouth. In her personal time, she is an avid gardener, passionate soup maker, devoted yoga teacher, and tireless volunteer.
Jennifer Hanson, Manager of Major Gifts and Special Events at Circle Health joined the Philanthropy Department in January of 2016, and oversees major gifts as well as management of special events including the Lowell General Hospital Golf Challenge and Circle Health Ball for Community Health Initiatives. Prior to Circle Health, she worked in public affairs at UMass Lowell, and previously served as Director of Corporate Communication at National Amusements (parent company of Showcase Cinemas), where she executed high profile theatre openings and celebrity events. Jennifer’s fundraising background includes local board work for the Women Working Wonders Fun and the Greater Lowell YMCA.
Networking & Relationship Building
We recognize the importance of networking to accelerate and sustain success for any individual or organization. We truly believe that there is strength in numbers! Our educational seminars create an opportunity for non-profit teams to learn and connect with our experienced subject matter experts, Enterprise Bank team members, and other non-profits in a relaxed, comfortable setting.
Board & Volunteer Support
Our Enterprise Bankers offer a level of professionalism and expertise that will benefit your board, providing leadership, guidance and vision for the future of your organization. If you are looking for local professionals to contribute to your board, please contact Alison Burns at 978-656-5672 or Andrew Duncan at 978-459-9000 x4582.
Enterprise Bank can also assist with your volunteer needs by posting volunteer opportunities on our Bank's internal website for our employees, who live in, and are committed to, supporting the communities we serve. For assistance with your volunteer efforts, please contact Andrew Duncan at 978-459-9000 x4582.
Place to Meet, Plan and Grow Stronger
If your non-profit organization is in need of conference or meeting space, Enterprise Bank has a number of conveniently located community rooms that are available at no charge. For meeting space information and availability, please contact Andrew Duncan at 978-459-9000 x4582.