Spring 2024 Seminar Series 

• April 30: Safeguarding your Non-Profit Organization
  Tuesday, April 30, 2024

  8:30am-9:30am

  Zoom

  Click here to register 

  In the FBI’s Internet Crime Complaint Center’s latest annual report, it was noted that the potential total loss reported from cybercrime related matters was $10.3 billion, up from $6.9 billion the prior year. Join us for a discussion on the latest fraud techniques that are causing this increase and learn tips to protect your non-profit organization. Learn:

  • Controls your non-profit can implement to try to prevent fraud.
  • Steps to take when you are a victim of fraud.
  • Products that can help your non-profit manage bank account activity and potential fraud.

  Presented by Enterprise Bankers:

  

  Meaghan Lally-McGurl, Chief Risk Officer, EVP

  After graduating from Babson College, Meaghan joined the Bank in the internal audit department. During the past 17 years, she earned her CPA, CIA, and CISSP and held positions overseeing operational risk areas including third party risk management, business continuity, pandemic planning, internal controls, and information security. Meaghan previously was a board member at the Merrimack Valley Food Bank and is currently a board member at Lowell Day Nursery. She works directly with Bank customers, other banks, and law enforcement regarding fraud and is passionate about sharing information to protect others.

  

  Edith Joyce, Cash Management Director, SVP

  Edith Joyce has 40 years of experience in financial services in regional and global banks and many industry sectors. She is responsible for the Bank’s commercial cash management program and focuses on overall relationship management and cash management in healthcare, education, non-profit, government banking, commercial, and industrial. Edie is active in numerous community and professional organizations.

  

  Christopher Dias, Senior Cash Management Advisor, SVP

  Christopher Dias is responsible for overseeing a portfolio of cash management clients and developing new cash management relationships in the Greater Lowell and Greater Essex area. He has 13 years of banking experience, which was preceded by several years in a manufacturing environment. Chris is active in several community and professional organizations.

• May 30: Building Healthy, Equitable Organizations Through Succession Planning
  Thursday, May 30, 2024

  8:30am-9:45am

  Zoom

  Click here to register 

  This seminar will examine succession planning for key board positions and the Executive Director/CEO position, as well as tips on how to build an organization-wide culture of succession with particular considerations around equity. Key takeaways include:

  • Strategies and techniques for the succession of key board and staff roles
  • Inclusive hiring & engagement processes
  • 30-60-90 day plans for new staff
  • Tools, templates, and resources to support building a culture of succession

  Presented by:

  

  Molly Penn, President, PENN Creative Strategy

  As a consultant to mission-based organizations for two decades, Molly has deep experience with organizations and foundations of all sizes and a broad range of missions. She is particularly interested in how effective strategy helps organizations disrupt and rebalance systems of power, privilege and access – whether through cultural reflection, direct service, philanthropy or advocacy.

  

  Marissa Lewis, Senior Consultant, PENN Creative Strategy

  A seasoned professional with a background in nonprofit fundraising, philanthropy, strategic planning, training/workshops and extensive volunteering and board engagements, Marissa role at PCS leads engagements around strategic planning, organizational development, training/facilitation, and board development. With a focus on arts and youth-serving organizations, Marissa has navigated a diverse career path, guided always by a profound belief in the transformative power of the nonprofit sector. Her strategic acumen complements a deep commitment to advancing equity.

View an archive of past events

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