Five Weekly Sessions via Zoom

Mondays - April 10, 17, 24 and May 1, 8
10:00 a.m. to 11:15 a.m. (PT)

Event Description

Toolkit for New and Growing Nonprofit Executive Directors

Cohort Facilitator
Kari Anderson, Principal, Incite! Consulting

Are you a new Executive Director? Or, have you been in the sector since pre-COVID times but didn’t receive proper onboarding, board support, or training? Do you lead a nonprofit in a rural market, and isolation is the norm? Join Kari Anderson with Incite! Consulting. While she’s been a nonprofit coach and consultant for almost 10 years, Kari worked in the trenches as a nonprofit executive for nearly 25 years in Washington and Colorado. She understands the needs of small nonprofits in smaller towns, and she’s got the manual you didn’t receive for doing your best work in the field. From time management and self-care to staff and volunteer coaching, board development, fundraising, community engagement, and succession planning, you’ll leave this cohort with an entire toolkit of resources that allows you to embrace your leadership role fully.

Ideal Attendees

  • New nonprofit Executive Directors
  • Executive Directors who have been on the job and are still needing support (due to no orientation, lack of job structure, strained relationship with board/board chair)

Additional Guidelines

  • This learning cohort is intended to support Oregon-based 501(c)(3) nonprofits statewide. 
  • Participants make a commitment to attend all sessions so we can collectively work together and build a network of support. 
  • Conversations will be held as confidential to allow for depth and breadth of exploration.
  • Limit is 15 individuals per cohort with no more than two (2) representatives from one organization.


Session 1


Self-care and time management: Success as a nonprofit leader starts with you. How you spend your time, whom you spend your time with, strategically managing your calendar, prioritizing critical work. We’ll work together to craft a schedule that works for you to accomplish your best work – both at work and at home. 

Session 2


Staff and volunteer coaching: Delegation as a form of leadership is the topic of discussion today. Holding effective – and energizing – team huddle. The agenda for an actionable one-on-one staff or volunteer meeting. Coaching up and coaching out. You’ll leave with tools to shift the workload to everyone involved with your organization.

Session 3


Board/Director relations and board development: Hear the sounds of a tango? The board-ED dance, and developing the board, is one if not THE most important aspects of serving as a nonprofit exec. With stats that say that you’ll only stay 18-24 months if this relationship sours, digging deep into your role as dance partner is critical. I’ll share some “to do, and not-to-do’s” from my time in the field. 

Session 4


Fundraising and community outreach: You’re the chief rainmaker and the face of your organization! To raise money, awareness and build credibility in your community, you need to build relationships. Daily. The best way to accomplish this is by managing your calendar (there’s that time management thing again) and to curate a story bank of successes. 

Session 5


Succession planning and systems for success: People. We all leave. Whether that means retirement, a new opportunity, or burnout, we still need to leave the joint healthier than we found it. We’ll discuss templates and planning systems that help sort out the work that must be done, and systems to create efficiencies, both while you’re there and as you’re transitioning. You’ll also receive tools to start conversations with your board as to their succession planning, too! 

About the Cohort Facilitator

Kari Anderson, Principal, Incite! Consulting

Nonprofit wrangler. Board border collie. Professional people herder. Some of the titles nonprofit maven Kari Anderson wears running Incite! Consulting, a boutique coaching and consulting practice. What's her niche? Building nonprofits up. From the inside out. 

What’s her superpower? Kari is a recovering nonprofit executive. During her 20+ years in the field, she served seven nonprofits in Washington and Colorado in various leadership roles. A seasoned board member, she has served on boards in seven states focused on health, athletics and education. Having served as both staff and board, she’s got the scoop on what it takes to run a healthy, vibrant and visionary business, all while having some serious fun!

A Montana native, Kari is based in Coeur d’Alene, ID, and Jackson, WY. She brings the office and toolkit to her client, and works with nonprofits to support people, increase revenues and rethink strategies to move missions forward.


Thank You Funders and Sponsors

Thank you to the following Funders and Sponsors who are supporting NAO’s online events and communications. Their support is vital in helping NAO to bring much-needed resources and information to Oregon’s nonprofits – thank you.

Funders: Meyer Memorial Trust, The Ford Family Foundation, M.J. Murdock Charitable Trust, Oregon Community Foundation, The Kinsman Foundation, First Interstate BancSystem Foundation, The Carpenter Foundation, Benton Community Foundation and The Roundhouse Foundation
Partner Sponsors: Columbia Bank, Nonstop Health, Kaiser Permanente and Nike
Friend Sponsors: Miller Nash, McDonald Jacobs, Bliss Sequoia Insurance & Risk Advisors and CFO Selections
Supporter Sponsor: Nonprofit Professionals Now


$125 for NAO Members
$175 for Nonmembers

You must be logged in to your NAO account to receive the member discount. 

You will receive a registration confirmation email. A link to access each weekly virtual cohort session will be sent to registered participants by the Cohort Leader prior to each session.

If you have questions or trouble registering, contact


April 10th, 2023 10:00 AM to May 8th, 2023 11:15 AM
Online Event
Price $175.00
Event Particulars
City Online learning
NAO Event? Yes
Topic Leadership Development
Event Region Central Oregon, Eastern Oregon, Metropolitan Portland, North Coast, Northern Willamette Valley, South Coast, Southern Oregon, Southern Willamette Valley
Programmatic Approach Capacity Builiding, Principles & Practices