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Multi-Day Course

Business on Board: Virtual Workshop


Average Rating:
   10
Categories:
ALL Program & Event Categories |  Board Governance |  Business On Board
Speakers:
Natasha Lopez-Rodriguez |  Lisa B. Lumbard, CPA, CGFM |  Mary Tovella Dowling, Esq. |  John Scola, CFRE
Course Levels:
Beginner
Duration:
4 hr
Hosted by:
AZ Impact for Good

Dates
Schedule at a glance


Description

Join us for one of AZ Impact for Good’ signature workshops!

Designed specifically for business professionals and community members interested in serving on a nonprofit board, this workshop will explain the roles, responsibilities, and expectations involved. It will also give you the information you need to be effective in your role, whether you are thinking about committing to board service or already served on a board of directors. 

This course features valuable workshops on a range of board service roles, including:

  • The Nonprofit Overview 
  • The Fundraising Role
  • The Fiduciary Role
  • The Legal Role

Scholarships Available to Arizona participants ONLY- see if your organization qualifies here!

 

 

If you have another accessibility accommodation need, indicate on your registration form your request at least two weeks prior to the start of the event. Although we will attempt to meet all accessibility requests, late requests may not be fulfilled.

 


Thank you to our sponsor!


Speaker

Natasha Lopez-Rodriguez's Profile

Natasha Lopez-Rodriguez Related Seminars and Products

Director of Capacity Building & Education

AZ Impact for Good


Natasha Lopez-Rodriguez is the Director of Community Engagement for AZ Impact for Good since October 2021.  Natasha was previous Executive Director for YWCA Mankato and has a wealth of knowledge in the non-profit sector. She has 9 years of higher education experience within student affairs, registration, admissions, financial aid and recruitment. She has educated the community about financial education at various non-profit organization, community centers, trade and vocational schools, churches and group homes teaching practical financial habits. Natasha is a graduate of the Hispanic Leadership Institute Class of 2018. Natasha holds MBA with the Keller School of Management and a BA in Communications from 
Arizona State University. 
 


Lisa B. Lumbard, CPA, CGFM's Profile

Lisa B. Lumbard, CPA, CGFM Related Seminars and Products

President & CEO

Lumbard Consulting, LLC


Lisa B. Lumbard, CPA, CGFM, not-for-profit consultant and leadership trainer, founded Lumbard Consulting, LLC in 2018 to share with community impact leaders what she learned in over 35 years of providing not-for-profit organizations and local governments with financial and program compliance audit services.  Her most in-demand services are for customized board trainings and assistance with building strong internal controls to support effective not-for-profit organizational growth.

 

Since selling her audit firm, Lisa followed her passion of supporting not-for-profit leaders and earned the Certificate for Nonprofit Board Consulting from BoardSource, the Executive Leadership Certification from the ASU Lodestar Center for Philanthropy and Nonprofit Innovation and the Interim Executives Academy certificate of completion from The Third Sector.  

 

She began board service while attending ASU and still serves on multiple boards and committees including the:

  • Arizona State Board of Accountancy to which she was appointed by the Governor in 2019, served as treasurer and was elected President in 2022
  • Arizona Society of CPAs not-for-profit conference committee
  • Valleywise Health Finance, Audit and Compliance Committee
  • Heard Museum, Audit Committee
  • Arizona Hispanic Chamber of Commerce, Audit Committee
  • Alliance of Arizona Nonprofits Public Policy Committee vice-chair, subject expert, Business on Board trainer and as curriculum advisor

 

Lisa is a frequent speaker at industry conferences and webinars. She is passionate about the importance, empowerment and success of not-for-profit leaders as they play their critical role in our nation.


Mary Tovella Dowling, Esq.'s Profile

Mary Tovella Dowling, Esq. Related Seminars and Products

Managing Attorney

Tovella Dowling, PC


Mary Tovella Dowling is a practicing attorney and a partner at For Purpose Law Group, where she serves as co-chairperson of the firm's Nonprofit, Business, and Social Enterprise practice groups. Ms. Dowling's legal practice primarily focuses on providing full-service legal representation and outside general counsel services to tax exempt organizations, social enterprises and entrepreneurs across a broad spectrum of industries and sectors.

 

Ms. Dowling's nonprofit practice is focused on providing counsel and guidance to tax exempt organizations and their donors as they navigate the myriad legal issues facing modern tax-exempt entities. Her current clients include a wide variety of public charities, private foundations, and other nonprofit organizations—from museums, religious and faith-based organizations, and social welfare organizations to sports-based organizations, business leagues, educational institutions and social clubs. As a passionate advocate for her clients at all stages of the nonprofit life cycle, she places a particular emphasis on corporate law and tax matters, under federal, state, and local tax laws, beginning with entity formation and applications for federal and state exemption, and including such issues as unrelated business income planning, fundraising, compliance with public support tests, property tax exemption, nonprofit corporate governance, contract drafting and negotiation, corporate compliance, and joint ventures.


In addition to her representation of tax-exempt organizations, Ms. Dowling represents social enterprises and other corporate clients in a wide variety of business pursuits and transactions, including business formation, contracts, mergers and acquisitions, dissolution, joint ventures, corporate compliance, and intellectual property. Relying on her complimentary backgrounds in both business and law, Ms. Dowling is able to combine her areas of expertise to help her clients create, manage, and maintain successful business pursuits at all stages and across numerous industries. 


John Scola, CFRE's Profile

John Scola, CFRE Related Seminars and Products

SVP Advancement

Boys & Girls Clubs of the Valley


John Scola, Senior Vice President of Advancement, Boys & Girls Clubs of the Valley serves as a key member of the Senior Management Team, working closely with the CEO on BGCAZ’s long-term development goals. He leads a team of resource development professionals who implement annual giving, major gifts, special events and gift planning for the organization. A seasoned Phoenix professional, John has worked with some of the Valley’s most prestigious organizations, including Phoenix Rescue Mission and the Catholic Community Foundation. He is also a sought after speaker and educator for the ASU Lodestar Center for Philanthropy and Nonprofit Innovation. He holds a bachelors from University of Dallas. In his free time, John can be found on the ice playing hockey! 


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Overall:      4.7

Total Reviews: 10