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I would like to thank the instructors for preparing me to be a better leader and being the best leader/director for my organization.

Portia D.

Nonprofit Certificate Intensive Track

Hundreds of participants from across the country take part in the Intensive Track Program designed to give nonprofit professionals the skills and expertise needed to succeed in the sector. The Nonprofit Management Intensive Track Program periodically offers this opportunity to 34 participants.  The Program explores 8 key areas of nonprofit management through courses taught by instructors who are established practitioners and scholars from a variety of disciplines within the nonprofit arena.  Participants are able to complete the requirement for the Duke Certificate in Nonprofit Management in 8 days.

Courses include the following areas of nonprofit management: Nonprofit Organizations: Board Development and Governance, Grantwriting/Fundraising, Planning and Evaluation, Integrating Social Enterprise, Employment Law, Human Resource Development, Financial Management and Sustainable Strategic Planning. Participants are given the opportunity to discuss their own challenges and pose questions to the group in the search for guidance.

You may register online with our secure, real-time registration system or call our registration team at (919) 684-6259.

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Curriculum

Preparatory Reading Assignments
The Intensive Track requires pre-reading. Assignments are sent to students within one month of the class start date.

Location
Gardner-Webb University (Charlotte Campus), 8030 Arrowridge Boulevard, Charlotte NC  28273

Monday, May 1

Nonprofit–Board Development/Governance
Marty Martin, J.D, M.B.A., marty_martin@martinlegalhelp.com

In order to be successful, nonprofit organizations require strong leadership from their Board of Directors.  The board responsibility is to manage the corporation which includes, but is not limited to, overseeing the senior management’s effectiveness, organizational policies and procedures, and the execution of its strategies.  Learn the roles and responsibilities of the board, including its paramount duties, and why how board accountability requires a fully engaged and active board of directors who manage the organization.  Discuss how you may increase board members commitment to the mission and purpose of your organization, and how boards must fulfill their legal and governance duties.  This course addresses the following topics: the board’s role and responsibilities, the board and the executive director’s relationship, financial and legal responsibilities of the board, and how to recruit and select good board members.

Key Learning Objectives:

  • Understand the board’s roles and responsibilities
  • Discuss how board accountability, prompted by a nonprofit’s internal and external stakeholders, requires a fully engaged and active board who manages the organization

Biography: Marty Martin, JD, MPA, of the Martin Law Firm, Raleigh, North Carolina, focuses his law practice on providing legal services and board training for nonprofit and tax exempt organizations.  He combines his unique combination of a lawyer’s skills, a nonprofit practitioner’s experience, and advanced training in nonprofit organizations to help nonprofits achieve their mission.  Martin served on the national IRS Advisory Committee for Tax -Exempt and Government Entities (ACT) where he advised the IRS Exempt Organization Division’s senior leadership and co-authored several reports.  He is a BoardSource Certified Governance Trainer.  Martin received a Master in Public Administration (MPA) degree with a concentration in managing nonprofit and public sector organizations from the Harvard Kennedy School.

Tuesday, May 2

Nonprofit – Financial Management
Melissa LeRoy, melissaleroy@gmail.com

This course provides an understanding of financial management for nonprofits and focuses on topics integral to nonprofit fiscal management.  Learn finance terms as they relate to the effective operation of a nonprofit organization.  Discuss how to track income and expenses to specific programs to fulfill expectations of funders, donors and the IRS.  The role of the board, staff, and committees are covered.  Become familiar with the standards of excellence for nonprofit organizations and gain an understanding of financial statements, budgeting, and surviving an audit.

Key Learning Objectives

  • Understand how to read and interpret financial reports and records
  • Gain knowledge on how to obtain the complete bottom line on programs
  • Use tools and skills to give foundations the results they ask for
  • Understand the year-end audit and 990

Biography: Melissa LeRoy holds a Duke Certificate in Nonprofit Management and a Duke Advanced Certificate in Nonprofit Leadership.    She teaches non-profit management classes throughout North Carolina, South Carolina & Virginia. Melissa is a past board member of the NC Center for Non-Profits, and is designated as a nonprofit mentor for the western region of NC. She recently debuted her first TED talk, A Love Affair: The Art of Not Asking! and offers her services as a consultant through her firm, On Fire Non-Profit Consulting.

Wednesday, May 3

Sustainable Strategic Planning for Nonprofits
Jeanne Allen, Ed.S. jeanneallennc@yahoo.com

Participants will explore the strategic planning process as an important tool for a nonprofit organization. The focus is on the basic components of a strategic plan and the planning process, as well as comparing a variety of business practice tools for an organizational assessment. Tools include the SWOT Analysis, Sustainability Matrix, and the Strategy Canvas as well as others. This course will provide an opportunity for students to apply various tools and examine current practices in strategic planning.

Key Learning Objectives:

  • Explore the components of a strategic plan process
  • Apply various analysis tools
  • Analyze sample plans from nonprofits

Biography: Jeanne Allen, Ed.S, has over 30 years of experience in the nonprofit sector in a variety of management and staff positions, including instructor in the Duke University Nonprofit Management Program; independent consultant, Management Consultant at Girl Scouts USA National Headquarters; and Assistant Dean, Multicultural Programs, Westchester (NY) Community College. Ms. Allen holds an Ed.S. in Instructional Systems Technology and MS in Adult Education from Indiana University. She is a Board Source Certified Governance Trainer.

Thursday, May 4

Grant Writing and Compliance
Nonprofit-Fundraising
Ruth Peebles, M.P.A., rpeebles@theinsgroup.com

This course focuses on the important elements of a grant proposal including the cover letter, executive summary, need statement, goals, objectives, methodology, evaluation, the budget and future funding. Participants will learn about the typical questions funders ask when considering a proposal and the criteria used. This session will guide participants through the grants management process, from preparation of a grant proposal to fiscal report preparation. Topics include: monitoring and reporting requirements, fiscal management, and accountability. Practical tips for ensuring compliance and improving chances of future success will be presented. In addition to proposal writing and compliance, participants will learn strategies to diversifying a nonprofit’s base through individual and corporate donor programs.

Key Learning Objectives:

  • Implement effective processes & practices that lead to successful grant writing
  • Conduct grant research via the Internet, publications, other sources and prioritize prospects
  • Determine the most effective writing strategies and styles for various grant applications
  • Evaluate and assess grant proposals after reviewing and critiquing a well-written proposal
  • Ensure compliance and report on a grant's progress and impact
  • Develop an individual and corporate donor solicitation program

Biography: Ruth Peebles, MPA, President and Founder of The INS Group, offers more than 25 years of hands-on experience in nonprofit management. She provides the following organizational development services to nonprofits, faith-based institutions and government agencies: Grant Writing and Research, Strategic Planning, Strategic Fund Development Planning, Board Development, Executive Coaching, Organizational Assessment and Project Management Services.

Monday, May 15

Social Media
Jeanne Allen, Ed.S. jeanneallennc@yahoo.com

This class is designed to help nonprofits develop and improve their use of social media for business purposes.  Discuss how to incorporate social media into as many areas of your nonprofit as meaningful - including where to start, the questions you need to ask and answer, how to become a continuous learner, identify what is included in a social media policy, and  how a social media strategy may help nonprofits improve their results. Social media is a journey, not a destination.

Key Learning Objectives:

  • Analyze best practices for social media strategies and policies for nonprofits
  • Explore ways to balance the ethics and opportunities of social media
  • Identify steps to integrate social media into multiple functional areas of a nonprofit
  • Discuss case studies that demonstrate effective strategies and  how to measure results

Biography:  Jeanne Allen, Ed.S., has over  30 years of experience in the nonprofit sector in a variety of management and staff positions, including instructor in the Duke University Nonprofit Management Certificate Program; independent consultant, Management Consultant at Girl Scouts USA National Headquarters; and Assistant Dean, Multicultural Programs, Westchester (NY) Community College.  She is a BoardSource Certified Governance Trainer.

Tuesday, May 16

Nonprofit - Planning & Evaluation
Matthew Nash, MBA, mnash@duke.edu

More than ever, nonprofits are under pressure to measure and report on their impact and to “manage for results” in an era of strained resources.  In this session, we will present an introduction to basic principles underlying effective program planning and evaluation.  We will explore important considerations in designing programs that effectively address clearly defined problems.  We will discuss how to identify and refine a programmatic “theory of change” that traces the causal logic that connects the program’s activities to desired outcomes.  Finally, we will identify fundamental considerations of planning and conducting major types of program evaluation.

Key Learning Objectives:

At the end of the session, participants should be able to

  • Explain the significance of performance measurement for effective program management, evaluation, and reporting
  • Define the core problem that a program seeks to address, along with its root causes, complicating factors, and negative effects
  • Develop or refine a theory of change for designing programs and measuring performance
  • List key steps in planning and conducting a formative or summative program evaluation

Biography: Matthew T.A. Nash, MBA, is the managing director for social entrepreneurship for the Duke Innovation and Entrepreneurship Initiative. He also directs the Social Entrepreneurship Accelerator at Duke (SEAD), a USAID development lab for scaling innovations in global health.  Matt has extensive domestic and international social and public sector experience in social entrepreneurship and social enterprise, strategic planning, organization development, performance measurement, board development and governance, business process transformation, and leadership development.

Wednesday, May 17

Employment Law for Nonprofits
Larry Warner, J.D., M.B.A., larry@warnerlawoffices.net

Nonprofits have an obligation to follow federal and state employment and labor laws.  This course is designed to provide a practical overview of the main employment law issues that arise in nonprofit organizations. You will learn about state and federal laws that govern employment policies and practices as well as recommended guidelines for minimizing risk.

Key Learning Objectives:

  • Understand state and federal employment laws that apply to nonprofits
  • Learn best practices for hiring employees and working with volunteers
  • Understand the rights and obligations within the employers-employees relationships

Biography: Larry Warner, JD, MBA, is the founder of Warner Law Offices, PLLC, specializes in advising small and medium businesses, with a focus on health care providers, on a variety of legal topics.  Over his 25 years practicing law, Larry has worked with clients on employment matters, employee handbooks, corporate governance, licensing approvals, corporate formations, business transactions and contractual agreements.  Larry holds an MBA from George Washington University and a JD from Catholic University.

Thursday, May 18

Nonprofit – Human Resources Development
Robert Kenney, Ph.D., ptt@lynchburg.net

The ability to help people experience success at work creates benefits for your employees, your volunteers, your leadership team, your organization, and those whom your organization serves.  This workshop addresses skills that you can use at the individual level, to better help your staff with problems that may affect their ability to help you effectively implement some of the ideas that you have collected throughout the Duke Intensive Track program, as well as their overall job performance and satisfaction.  Learn how to strategically respond to issues related to individual employee motivation, delegation, and coaching.  Learn how to actively listen to employees, volunteers, and clients to better understand their ideas and needs;  learn how to address common myths about employee motivation that can make you a better motivator to your staff and how to use their individual differences to help your employees stay fully motivated; apply an effective step-by-step process for successful and mutually beneficial delegation with shared, defined expectations; prepare for and conduct a coaching session that can fully involve the staff member in understanding and mapping a strategy for performance improvement. 

Key Learning Objectives:

  • actively listen to another’s message, to more fully understand its meaning
  • clear up common myths about how to motivate people
  • align people’s motivators with their individual needs
  • apply an effective step-by-step process for successful & mutually beneficial delegation
  • assess possible coaching situations to decide whether coaching is worth the time and effort
  • conduct a coaching session

Biography: Robert Kenney, Ph.D., works with people throughout the country as a part of the Duke Nonprofit Management Program.  Along with teaching for the Program consistently since 1995, he works with other educational and nonprofit organizations, along with financial institutions, pharmaceutical and health care organizations, manufacturing plants, commercial transportation companies, and local, state, and federal governmental agencies.  Bob has a Ph.D. in Organizational Psychology.

*Schedule is subject to change

 

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Instructors

Jeanne Allen, Ed.S, has over 30 years of experience in the nonprofit sector in a variety of management and staff positions, including instructor in the Duke University Nonprofit Management Program; independent consultant, Management Consultant at Girl Scouts USA National Headquarters; and Assistant Dean, Multicultural Programs, Westchester (NY) Community College. Ms. Allen holds an Ed.S. in Instructional Systems Technology and MS in Adult Education from Indiana University. She is a Board Source Certified Governance Trainer.

Robert Kenney, Ph.D. has taught with the Duke Nonprofit Management Program for 20 years. Additionally, he provides training in other educational and financial institutions, pharmaceutical and health care organizations, manufacturing plants, commercial transportation companies and local, state, and federal governmental agencies. Bob holds a Ph.D. in Organizational Psychology.

Melissa LeRoy holds a Duke Certificate in Nonprofit Management and a Duke Advanced Certificate in Nonprofit Leadership.    She teaches non-profit management classes throughout North Carolina, South Carolina & Virginia. Melissa is a past board member of the NC Center for Non-Profits, and is designated as a nonprofit mentor for the western region of NC. She recently debuted her first TED talk, A Love Affair: The Art of Not Asking! and offers her services as a consultant through her firm, On Fire Non-Profit Consulting..

Marty Martin, JD, MPA, of the Martin Law Firm, Raleigh, North Carolina, focuses his law practice on providing legal services and board training for nonprofit and tax exempt organizations.  He combines his unique combination of a lawyer’s skills, a nonprofit practitioner’s experience, and advanced training in nonprofit organizations to help nonprofits achieve their mission.  Martin served on the national IRS Advisory Committee for Tax -Exempt and Government Entities (ACT) where he advised the IRS Exempt Organization Division’s senior leadership and co-authored several reports.  He is a BoardSource Certified Governance Trainer.  Martin received a Master in Public Administration (MPA) degree with a concentration in managing nonprofit and public sector organizations from the Harvard Kennedy School.

Matthew T.A. Nash, MBA, is the managing director for social entrepreneurship for the Duke Innovation and Entrepreneurship Initiative. He also directs the Social Entrepreneurship Accelerator at Duke (SEAD), a USAID development lab for scaling innovations in global health.  Matt has extensive domestic and international social and public sector experience in social entrepreneurship and social enterprise, strategic planning, organization development, performance measurement, board development and governance, business process transformation, and leadership development.

Ruth Peebles, MPA, President and Founder of The INS Group, offers 25 years of hands-on experience in nonprofit management.  She provides organizational development services to nonprofits, faith-based institutions and government agencies in these areas:  Grant Writing and Research, Strategic Planning, Strategic Fund Development Planning, Board Development, Executive Coaching, Organizational Assessment and Project Management Services. 

Jeff Stern, MBA, has worked in the social sector for over 20 years, as a volunteer, staff member, executive director and board member, and he earned his MBA from Duke's Fuqua School of Business in 2003. Jeff is currently Director of Business Operations for TROSA, an innovative, multi-year residential program that enables substance abusers to be productive, recovering individuals by providing comprehensive treatment, work-based vocational training, education, and continuing care. Prior to TROSA, Jeff worked at the numerous nonprofits in the field of informal education, including Durham Public Schools and the Museum of Life and Science. His prior Board service experience reflects his interests in the arts, social justice and community development.

Larry Warner, JD, MBA, is the founder of Warner Law Offices, PLLC, specializes in advising small and medium businesses, with a focus on health care providers, on a variety of legal topics.  Over his 25 years practicing law, Larry has worked with clients on employment matters, employee handbooks, corporate governance, licensing approvals, corporate formations, business transactions and contractual agreements.  Larry holds an MBA from George Washington University and a JD from Catholic University.

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Schedule & Registration

Schedule

Durham Class Dates
Registration Dates
March 13 - 20, 2017 (Course ID: 0194-035)
Registration begins January 4, 2017
June 12 - 19, 2017 (Course ID: 0194-037) Registration begins March 21, 2017
September 11 - 18, 2017 (Course ID: 0194-039)
Registration begins July 10, 2017
Charlotte Class Dates
Registration Dates
May 1 - 4 & May 15 - 18, 2017(Course ID: 0194-037)
Registration begins February 1, 2017

 

Registration

Registration Methods

  1. REGISTER ONLINE by credit card where your payment is processed as a secure encrypted transaction.
  2. Use a check to register by mail with a printed registration form. Please specify Course ID number 0194 plus the three-digit section number of the open section listed in the course catalog. If no sections are currently available, consult the schedule above for registration opening dates.
  3. Register by phone at 919-684-6259 or toll- free at 1-866-edu-duke during our business hours (Monday through Friday, 8:00am to 5:00pm EST).
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Directions & Accommodations

Directions

Gardner-Webb University (Charlotte Campus), 8030 Arrowridge Boulevard, Charlotte NC  28273

The Hilton Durham near Duke University, 3800 Hillsborough Rd, Durham NC 27705-2328

Accommodations

Charlotte Intensive Track
Students are responsible for lodging expenses.  A block of rooms is reserved at the Hampton Inn & Suites, 9110 Southern Pine Blvd, Charlotte, NC 28273 at a special rate of $109 per night until April 1, 2017.  Call 704-525-3333 to make room reservations. Dial “0” when prompted. Ask for the Duke University Intensive Track Program.  The Hampton Inn is in close proximity to the Gardner Webb University/Charlotte campus.

Durham Intensive Track
The Intensive Track program will be held at the Hilton Durham near Duke University, 3800 Hillsborough Rd, Durham NC 27705-2328, phone number 1-919-383-8033.  Students are responsible for lodging expenses.  A block of rooms is being held at the Hilton Durham near Duke University at a rate of $106 per night until 5 pm Monday, May 29, 2017. Reservations for a room received after May 29, 2017 will be provided on a space available basis at prevailing rates.

Access the Hilton Reservation page OR call 1-800-HILTONS, (445-8667).  When calling, refer to the Duke Nonprofit Management Intensive Track Room Block or Group Code: DNP2 for the appropriate dates.

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Tuition & Funding Sources

Tuition

$1,850

Tuition includes course fees, materials, beverages, and lunch on the first and last day and on the day of the site visit.

Duke Employee Discounts

Nonprofit Management Intensive Track Program (8-day program)

  • Employee discount is 10% off the fee of $1850 ($185 off)
  • Discount must be requested and applied during the registration process. 
  • Discount applies to Duke employees who register to take the Nonprofit Management Intensive Track Program in North Carolina (currently offered in Durham and Charlotte).  Does not apply to custom training.
  • To register, call 919-684-6259.

Funding Sources

Our Nonprofit Management Programs (Intensive Track and Executive Certificate* in Nonprofit Leadership) are non-credit (not degree applicable); therefore, they are NOT eligible for federal loans. DO NOT SUBMIT FAFSA FORMS for these programs. Please see individual program web pages for those details. You may qualify for other loan options. Please see info below.

*Students must apply & be accepted into the Executive Certificate Program before registering.

No loans (Wells Fargo Graduate loan, Sallie Mae Smart Option Undergraduate loan, etc.) can be construed to imply any degree-seeking status for students of Duke Continuing studies. Duke Continuing Studies courses are non-credit.

Loan Options

Your local bank may offer other options for loans or a "line of credit" service. Contact your bank for more information on financing choices.

Other Funding Sources

The funding options listed below may not be applicable to all programs at this time. Please contact the organization offering the funding to see if you qualify and if the funds can be used for the program in which you are interested.

Sallie Mae Smart Option Loan

To apply for this private student loan, visit Sallie Mae’s website, select the Undergraduate Student Loan and then click Apply Now.   The following application should populate with the pertinent information for Duke Continuing Studies.

•    Scroll over Student Loans on the top of screen
•    Select Smart Option Student Loan under Undergraduate Student Loans
•    Click Get Started
•    Fill out Student General Information
•    Fill out Permanent Address
•    Fill out School Information

•    DUKE PROFESSIONAL CERTIFICATES, DURHAM, NC, 00292099 should already have populated for the school
•    Select Certificate for Degree/Certificate of Study
•    Select your Specialty or select Other if it is not shown in the options
•    Select Half Time for Enrollment Status
•    Select Certificate/Continuing Ed for Grade Level
•    Enter your Academic Period of the Loan
•    Enter your Anticipated Graduation / Completion

•     Follow the remaining loan application prompts

Wells Fargo Graduate Loan

For information on the Wells Fargo Graduate Loan, please see this Disclosure document. To apply for this loan, visit Wells Fargo. Duke Continuing Studies will be required to certify your loan application for the Graduate Loan should you be approved by Wells Fargo.

You will need to enter the following information after clicking on Apply Now in the Before Starting Your Application section:

  • Find a loan for: Graduate School Expenses
  • I am a: Student
  • School state: North Carolina
  • School name: please type Duke University Continuing Education
  • Grade Level: Beyond 3rd Year Graduate
  • Field of Study: Undecided or select Other and type in the field of study
  • Citizenship: Select as appropriate

Montgomery G.I. Bill (VA)

Educational assistance is available to those persons who qualify under the conditions set forth by the US Department of Veterans Affairs. Students may contact 1-888-GI-BILL-1 (1-888-442-4551) to speak with a Veterans Benefits Counselor or visit the G.I. Bill website

At this time, the only program that has applied for and been approved by the North Carolina State Approving Agency for VA funding is the classroom-based Paralegal Certificate Program.  Those students who qualify for funding through the VA should apply for the paralegal program and let the DCS registration office know that this type of funding is being sought. The DCS registration office will then put Paralegal students in contact with Duke University’s VA official.  Any questions about VA program approval should be directed to individual program directors.

Workforce Investment Act

The WIA provides professional and basic skills training services to those who have been unable to find employment. Please keep in mind that this process can be lengthy, so plan to apply well in advance of the program start date.  For more information on eligibility, the application process, or to find your local Workforce Development Board, visit the NC JobLink Career Center website.

AmeriCorps

AmeriCorps Education Awards are available only for AmeriCorps volunteers and can be used for educational expenses for non-degree courses, such as Continuing Education courses offered by qualified schools. For more information on qualified schools and programs, contact the National Service Trust at 1-800-942-2677, or visit the FAQ page of the AmeriCorps website.

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Policies & Procedures

Refund Policy

$200 of your payment for the Intensive Track Program is nonrefundable.  To receive a refund minus a processing fee for class cancellation, we must receive your cancellation request by the date specified below.

To submit a cancellation request:

FAX: 919-681-8235
EMAIL: learnmore@duke.edu
MAIL: Registration – Nonprofit Management, Duke Continuing Studies, Box 90700, Durham NC  27708-0700

Please include your name, address, phone number, and program title (Intensive Track).  Refunds will be made in the manner you paid.  Failure to attend the Intensive Track does not entitle you to a refund or replacement class.

Refund Deadlines

Durham
Class Dates
Refund Deadlines
March 13 - 20, 2017
Friday, February 10, 2017
June 12 - 19, 2017
Friday, May 12, 2017
September 11 - 18, 2017
Friday, August 11, 2017
Charlotte
Class Dates
Refund Deadlines
May 1 - 4 & May 15 - 18, 2017
Friday, March 31, 2017

Attendance Policy

Class starts promptly at 9 am each day and ends at 4 pm. To receive the Certificate in Nonprofit Management on the last day of class, students are expected to be on time for class and participate. The Intensive Track includes preparatory reading.  Assignments are sent to students within one month of the Program start date. Detailed logistical information will be sent via email to registered participants.

Bad Checks

If a check is returned for insufficient funds, we will charge a returned check fee of $35. Checks will not be resubmitted. The replacement payment must include the additional $35 and be in the form of cash, money order, or credit card.

Course is Filled / Waiting List

If a course is already filled, a waiting list is usually available instead. If you are interested in placing your name on the waiting list, follow the checkout instructions to do so. If a space becomes available, a registration staff member will call you and ask if you are still interested. If you are interested, registration staff can take your payment information over the phone and complete your registration at that time.

If We Cancel a Course

Sometimes we have to cancel a course that does not meet minimum enrollment, or due to unforeseen events. If that happens, you will receive a full refund. Duke Continuing Studies reserves the right to substitute instructors or change the day a course meets.

Tax Deductions

Course fees and expenses are sometimes tax deductible. Please consult an accountant concerning this matter. Non-credit programs at Duke Continuing Studies do not generate 1098-T forms, in accordance with the following IRS guideline:

Instructions for Forms 1098-E and 1098-T published by the Department of the Treasury, Internal Revenue Service, states “You do not have to file Form 1098-T or furnish a statement for: Courses for which no academic credit is offered, even if the student is otherwise enrolled in a degree program…”

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