Three Steps to a Fantastic Board Retreat

Are you planning a board retreat but not quite sure what to include on the agenda? Have you had board retreats before where board members walk away without a plan or next steps? Are you considering whether or not to hire an outside facilitator? Not sure how to provide fundraising training to your board members? If so, this webinar will walk you through the 3 essential steps to having a fantastic board retreat, so your board members walk away energized, rejuvenated, and ready to help raise funds!

At the conclusion of this session, participants will:

  • Learn how to draft a fantastic agenda, including ice breakers, strategic planning, and fundraising training.
  • Ensure your board members walk away from your retreat with an action plan for engaging in fundraising and advocacy.
  • Understand the pros and cons of using an outside facilitator.
  • Learn new strategies and exercises for engaging your board members in fundraising.

About the presenter:

Amy Eisenstein, ACFRE is an author, speaker, trainer and consultant, as well as the owner of Tri Point Fundraising, a full-service consulting firm for nonprofit organizations. Before creating Tri Point Fundraising in 2008, she served for more than ten years in the nonprofit sector as director of development in large and small nonprofit organizations, where she raised millions of dollars through capital and annual campaigns, direct mail, major and planned gift solicitations, fundraising events, and writing grants. Her published books include: Major Gift Fundraising for Small Shops, Raising More with Less, and 50 A$ks in 50 Weeks. She is a frequent speaker at national and local conferences as well as at staff and board retreats on a variety of topics, and loves the opportunity to energize your board and staff members around fundraising. She became an AFP certified Master Trainer in 2009.

Amy currently serves as the president of the board of the Association of Fundraising Professionals - New Jersey Chapter. She received her Master's Degree in Public Administration and Nonprofit Management from the Wagner Graduate School at New York University and her Bachelor's Degree from Douglass College at Rutgers University. She became a Certified Fundraising Executive (CFRE) in 2004 and received her advanced certification, ACFRE, in 2013. She graduated from Leadership New Jersey in 2011. Please be in touch through her website at: tripointfundraising.com.