With this year’s BOSS – Building Organizational and Sector Sustainability conference just 3 months away, we are talking a lot as a team about sustainability. Kylie Hutchinson, principal consultant with Community Solutions, a small Vancouver-based firm that specializes in evaluation and program sustainability planning, shares key factors that point to greater success in program sustainability in this month’s podcast. Kylie draws on the considerable research and findings she presents in her book Survive and Thrive: Three Steps to Securing Your Program's Sustainability, nominated for the Alliance for Nonprofit Management’s 2017 Terry McAdam Award.

Presented by Humanity Financial Management

From our Vantage Point is brought to you by Humanity Financial Management, a Chartered Accounting firm dedicated to helping Canadian not-for-profit, charitable and social enterprises build capacity for strong internal financial management. Humanity Financial Management’s part-time controllers and CFOs provide support for budgeting, reporting, audit preparation, policies and procedures, and internal controls. Their results: Financial risk reduction and asset protection. Visit Humanity Financial Management online at humanityfinancial.ca.

From Our Vantage Point podcast is generously sponsored by our partners at Humanity Financial.

This month we venture into the Millennial “spotlight” with David Puterman, a seasoned leader, planner, and advocate for a variety of social change initiatives and programs. David has conducted research on the engagement of young adults in charitable and not-for-profit organizations. He provides some great insights such as how to bring young staff, volunteers and donors into your succession planning.

Presented by Humanity Financial Management

From our Vantage Point is brought to you by Humanity Financial Management, a Chartered Accounting firm dedicated to helping Canadian not-for-profit, charitable and social enterprises build capacity for strong internal financial management. Humanity Financial Management’s part-time controllers and CFOs provide support for budgeting, reporting, audit preparation, policies and procedures, and internal controls. Their results: Financial risk reduction and asset protection. Visit Humanity Financial Management online at humanityfinancial.ca.

From Our Vantage Point podcast is generously sponsored by our partners at Humanity Financial.

Who better to provide perspective on key approaches to finding and engaging a Treasurer than a past and current Treasurer – and passionate board member – Gordon Holley, President & CEO of Humanity Financial. Leveraging his professional designations as a Chartered Professional Accountant (CPA, CA) and a Certified Professional Bookkeeper (CPB), Gordon outlines the roles and responsibilities of the Treasurer and how the role intersects with book-keeping and/or Finance staff or contractors. He shares tips on sourcing quality candidates for this critical board role. During the interview, Gordon mentions two resources Humanity Financial has created related to the topic: A Treasurer Roles and Responsibilities Summary and a Treasurer Position Description Template, available at www.humanityfinancial.ca.

Presented by Humanity Financial Management

From our Vantage Point is brought to you by Humanity Financial Management, a Chartered Accounting firm dedicated to helping Canadian not-for-profit, charitable and social enterprises build capacity for strong internal financial management. Humanity Financial Management’s part-time controllers and CFOs provide support for budgeting, reporting, audit preparation, policies and procedures, and internal controls. Their results: Financial risk reduction and asset protection. Visit Humanity Financial Management online at humanityfinancial.ca.

From Our Vantage Point podcast is generously sponsored by our partners at Humanity Financial.

Sector leaders are in for an interesting conversation in this month’s podcast: Not-for-Profit Salary Surveys: Striving for fair compensation in the sector. Trina Isakson, independent researcher and consultant, draws on her recent experience in championing an effort to reveal current not-for-profit salary levels here in the Metro Vancouver area. Trina shares her insights from that project, providing some suggested implications for sector leader’s consideration. Please note: podcast listeners are offered a 20% discount to the Metro Vancouver Nonprofit Sector Salary Survey, using discount code VANTAGEPOINT.

Presented by Humanity Financial Management

From our Vantage Point is brought to you by Humanity Financial Management, a Chartered Accounting firm dedicated to helping Canadian not-for-profit, charitable and social enterprises build capacity for strong internal financial management. Humanity Financial Management’s part-time controllers and CFOs provide support for budgeting, reporting, audit preparation, policies and procedures, and internal controls. Their results: Financial risk reduction and asset protection. Visit Humanity Financial Management online at humanityfinancial.ca.

From Our Vantage Point podcast is generously sponsored by our partners at Humanity Financial.

We have legal expertise in the recording studio for this month’s podcast, Tips on Running an Effective Annual General Meeting (AGM). Michael Blatchford, lawyer with Norton Rose Fulbright, shares his depth of knowledge on the most frequent questions we receive on AGM-related issues: AGM agendas and preparation, requirements of notice to members, impact of the new Societies Act, quorum, proxy voting, taking AGM minutes, and required filings after the AGM.

Presented by Humanity Financial Management

From Our Vantage Point podcast is generously sponsored by our partners at Humanity Financial.

Vantage Point’s own Engagement Manager, Dana Osiowy, joins me to share her tips in designing high impact volunteer engagements for, who we call, knowledge philanthropists. Dana remembers her first time learning about the concept of knowledge philanthropy, during her time as ED of Big Brothers, Big Sisters in Cranbrook, as a “game changer”. Find out why!

Presented by Humanity Financial Management

From Our Vantage Point podcast is generously sponsored by our partners at Humanity Financial.

Mark Friesen, experienced not-for-profit strategic planner and Consulting Manager with Vantage Point, walks us through key practices to impactfully engage stakeholders during strategic planning. Mark explains the value of surveys, interviews, and focus groups while sharing different tactical approaches, including having board members participate in stakeholder outreach.

Presented by Humanity Financial Management

From Our Vantage Point podcast is generously sponsored by our partners at Humanity Financial.

In this month’s podcast, find out how single malt Scotch can teach us a thing or two about designing successful employee engagement surveys. Maureen Simons, Principal with Verita HR Services, brings to the topic over 30 years’ professional HR experience and specific knowledge designing and administering employee engagement surveys, from the very customized to “off-the-shelf” solutions. She shares practical advice for designing, preparing for participation in, and employing your employee engagement survey data effectively.

Presented by Humanity Financial Management

From Our Vantage Point podcast is generously sponsored by our partners at Humanity Financial.

Brad Beattie, founder of POP The People Agency, invites us to imagine achieving all of our aspirational community goals without “mission fatigue” through innovative workforce models that enable teams to thrive as people and project leaders. Brad’s expertise in bringing ALL the available talent together to make change happen is built on previous experience as Greater Vancouver Regional Director, Canadian Cancer Society; Manager of Workforce Operations at VANOC, and Manager of Business Services here at Vantage Point.

Presented by Humanity Financial Management

From Our Vantage Point podcast is generously sponsored by our partners at Humanity Financial.

This month we consider ways to deepen our learning from formal professional development through social connections. Gayle Farrell, our guest, is the President of Siena Consulting, providing multi-stakeholder facilitation, strategic and operational planning, and cross-sectoral partnership development. Gayle describes the unique benefits of “social learning” in the workplace and encourages us to intentionally show up as both learner and teacher in our everyday interactions with our peers.

Presented by Humanity Financial Management

From Our Vantage Point podcast is generously sponsored by our partners at Humanity Financial.