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. To join the NPC mailing list, click here.
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!
All seminars take place from 8:30am to 10:30am (doors open at 8:00am) and breakfast is provided. View our Archive of Past Events.
SPRING 2018 SEMINAR SCHEDULE
Our Spring Seminars present a range of timely topics to assist non-profit organizations. There is no cost for representatives of non-profit organizations to attend.
- Tuesday, March 20, 2018 : Volunteers: You've Got to Love 'Em
Rivier University Dion Center - Reception Room | 16 Clement Street | Nashua, NH
Volunteers play a crucial role for many non-profits. This engaging seminar will help you recruit, retain and motivate your volunteers.
- Learn strategies to effectively recruit and retain volunteers
- Explore ways to motivate volunteers
- Gain an understanding of generational differences
- Prevent good volunteers from leaving
About the presenter:
Rick Blain, CFRE, is the principal consultant at his firm, Richard R. Blain & Associates, LLC for not-for-profit institutions and organizations. His areas of expertise include institutional advancement, capital campaigns, strategic planning, public relations, and board and staff training.
- Tuesday, March 27, 2018 : Getting to the Core of your Story
Community Room at Enterprise Bank | 18 Palmer Street | Lowell, MA
Do you ever struggle to concisely describe your organization's work? Do you wish more people truly understood and appreciated the value your organization delivers? Do you feel if more people really "got" your organization the way you do, you could fundraise better, recruit board members more effectively, and have greater impact? If you found yourself nodding "yes" to any of these questions, then you have a story problem.
By design or by default, your organization is already telling a story. But if you’re not getting the outcomes you want, you need to get to the core of your organizational story and learn to tell it the right way. In this workshop, we’ll help you identify and get to the core of your organizational story, and find ways to use that story to benefit your organization for the long term. You'll:
- Learn how to use story to make an emotional connection
- Determine which parts of your story you need to tell, and how
- Help others understand why your work matters
- Understand how your data can tell a powerful story
About the presenter:
Eric Ratinoff is the founder and Chief Storyteller for Story First, a strategic storytelling consultancy. Eric has helped non-profit and corporate organizations get clarity around their stories and tell them more effectively for nearly two decades.
- Tuesday, April 3, 2018 : The Cash Management Landscape for Non-Profits
Mt. Wachusett Community College | 444 Green Street, North Café | Gardner, MA
Managing cash flow is an essential part of keeping your non-profit sustainable, and cash management is not a one size fits all solution. Whether you are looking to give your current cash management strategy a tune-up or put a plan in action, during this seminar you'll:
- Learn how to streamline operations
- Explore ways to enhance cash flow
- Understand how to manage risk and reduce exposure
- Ensure safety of investment and maximize your returns
About the presenters:
Edie Joyce joined Enterprise in 2010 as Cash Management Director/Senior Vice President and is responsible for the Bank’s commercial Cash Management sales program including business development, training, marketing and product enhancements. With over thirty years of experience in financial services, Ms. Joyce has focused on overall relationship management and cash management in many industry sectors, both locally and nationally. Ms. Joyce serves on the boards of directors of the New England Association for Financial Professionals, a regional chapter of the Association for Financial Professionals, and World Music, Inc. in Cambridge, MA. In addition, she is a member of the Local Cultural Council for her town of Harvard, MA, and a Corporator of The Bridge of Central Massachusetts which has fifty programs in seventeen communities throughout Worcester County.
Stephen Cochrane joined Enterprise Bank in 2016 and is responsible for Cash Management business development as well as managing the Bank’s existing Cash Management portfolio in the Nashoba Valley, Northern Central MA, and Greater Lowell markets. Mr. Cochrane serves on the board of the Assisted Living Facility in Salisbury, MA and strongly supports “Fitness for a Cure”, the annual, Lowell-based fitness gala supporting St. Jude Children’s Research Hospital.
John Moynihan joined Enterprise Bank in 2014 and is responsible for overseeing a portfolio of cash management clients and developing new cash management relationships in the Merrimack Valley and New Hampshire. Mr. Moynihan has over thirty years of experience in financial services, and has focused on business development and cash management throughout the Northeast. Mr. Moynihan is involved with many non-profits, including the Greater Salem Rotary Club, Greater Salem Chamber of Commerce, New Hampshire Public Radio and the Merrimack Valley Adventures Club. He is also a past Chair of the Hampstead, NH Budget Committee and the past Vice Chair of the Hampstead School Board.
Christopher Dias joined Enterprise Bank in 2013 and is responsible for overseeing a portfolio of cash management clients and developing new cash management relationships in the Greater Lowell area. Active in many local non-profit organizations in the Greater Lowell area, Mr. Dias is currently President and President-Elect of Rotary Club of Tyngsboro/Dunstable, Head Coach of 5th Grade Tyngsboro Travel Basketball, and recently Treasurer of the Business Network International in Tyngsboro. He is a member of the New England Association of Financial Professionals, a regional affiliate of the Association for Financial Professionals.
- Wednesday, April 18, 2018 : Finance 101: Understanding Financial Statements
Indian Hill Music School | 36 King Street | Littleton, MA
Do you work for a non-profit organization or serve on their board and wish you better understood how to properly read and make sense of financial statements? This seminar will help you better understand not only how to read financial statements, but how to make sense of their contents and how they affect one another. You’ll learn:
- Financial statement fundamentals
- The connection between income statements and a balance sheet
- Monitor performance against budgets
- The importance of financial statement quality and results
About the presenters:
Theresa Espinola Bringing over a decade of experience in Commercial Lending, Theresa specializes in Commercial Real Estate, C & I, Medical and Dental and Non-Profit lending as well as credit analysis and portfolio management. She currently serves as the Treasurer for the Francis W. Parker Charter School in Devens, and is both a Board Member and serves on the Endowment Board for the Rotary Club of Concord. She is the former treasurer of The Center for Hope & Healing in Lowell.
David Brown Upon graduation from the Isenberg School of Management at the University of Massachusetts- Amherst, David joined Enterprise Bank as part of the Leadership Development Program. After successful completion of the program, David accepted the position of a Commercial Lending Officer. With over a decade of experience in the industry, he specializes in C&I and CRE loans. David currently serves as the Treasurer of UTEC, Inc. in Lowell.
Ryan Dunn is the Regional Commercial Lending Manager for the Nashoba Valley region at Enterprise Bank. His experience in Commercial Lending spans over 2 decades, and specializes in Commercial Real Estate, Commercial & Industrial Lending, Small Business Administration Loan programs, Tax-Exempt Bonds and Affordable Housing financing. An active member of the non-profit community, Ryan currently serves as treasurer for The Trustees of Westford Academy, and is an active board member for The House of Hope in Lowell as well as on the Board of Governors for Lowell General Hospital. He is a former board member of Indian Hill Music School, which he now serves on their sub-committee.
- Thursday, May 10, 2018 : Lessons Learned From Winning Proposals
Tuscan Kitchen | 67 Main Street | Salem, NH
Turn the tables on your grant proposal writing to improve your success rate. This hands-on workshop puts you in the decision maker’s seat to help you gain strategies applicable to your own grant writing. There will be a brief lecture followed by individual and small group critique, giving participants practical tips that can be implemented right away, regardless of experience. You may be surprised what you learn about how funding decisions are made when you’re the reader and not the writer.
There’s nothing like a peer review to help your grants go from good to great. Submit one of your own grant proposals one week prior to the presentation and it may be one of 5 selected for review at the workshop.
About the presenter:
Susan Linn is the President and CEO of Epilepsy Foundation New England. Her two decades in non-profit, higher education, and governmental leadership and fundraising include extraordinary grant writing with a success rate of more than 90% and $100,000+ raised.
- Tuesday, May 22, 2018 : Fending Off Fraud: How to Safeguard your Non-Profit Organization
Salvatore's Conference Center | 354 Merrimack Street | Lawrence, MA
Fraud has increasingly become more of a reality to non-profit organizations, and many times could have been prevented. This seminar will focus on the steps you can take to prevent, detect, and respond to fraudulent activities that may affect your organization. Discussions will be led on:
- Developing and implementing strong internal controls
- Internal and external threats to look for
- Monitoring and reconciling account activity
- Hiring the right people
- Protecting your electronic data
- Supplementing controls with insurance
The information and tools discussed at this seminar will be a valuable investment in the secure future of your organization.
About the presenters:
Michael Gallagher For the past 15 years, Mike has worked at Enterprise Bank in Lowell, MA. He has served on the boards of 15 non-profit organizations from the region over the past decade. Mike has presented on numerous occasions to non-profit groups on strategic planning, board governance, identity theft, information security and fraud matters.
Meaghan Lally-McGurl is a Senior Vice President in the Risk Management Department at Enterprise Bank. Over the past ten years, Meaghan has worked with hundreds of companies and individuals to establish controls designed to detect, prevent and respond to cyber-attacks, fraudulent activity, identity theft, and other types of operational risks.
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.