Join us at Microsoft’s Community Connections (MCC) Program!

Learn How Your Non-Profit Can Leverage
Community Resources & Expertise

Grow Your Organization in 2018 and Maximize Success

Live Symposiums

Webinar Series

Live Symposiums

Spring Symposium

Featured Speakers:

Benchmark IT: Common IT Pitfalls for Non-Profits
First Bank: Funding the Growth of Your Organization in 2018
PDM CPAs: Current Changes in Not-for-Profit Financial Reporting
The Works Consulting: 3 HR Tips that You Need to Know in 20 Minutes

Date: Wednesday, March 21st
Time: 8:00am – 11:30am
Location: Microsoft Irvine Campus
Breakfast will be served

Fall Symposium

Featured Speakers:

Benchmark IT: Technology to Drive Your Non-Profit Forward in the New Year
First Bank: My Organization Needs Financing… Now What?
PDM CPAs: Not-For-Profits Role in Year-End Tax Planning
The Works Consulting: Fire Up Your Hiring!

Date: Thursday, October 4th
Time: 8:45am-12:00pm
Location: Microsoft Irvine Campus
Breakfast will be served

Webinar Series

11am – 12pm

March 6th: Is Your Non-Profit a Target for Cybercrime?

Cyber criminals are becoming more sophisticated and are increasingly targeting non-profits. Don’t let your organization become a victim of cyber crime! Learn how to assess your risk to evaluate just how vulnerable you may be. Click the button below to protect your non-profit from this growing epidemic:

April 24th: Excelling in Supervision

You’ll learn how to effectively set expectations for your non-profit, honestly evaluate your employees, and build and grow a success oriented team. For more information and to sign up today, click the button below!

Sept 18th: Preparing a Loan Request – A Bank’s Perspective

Non-profit organizations may need to explore bank financing to fund an important purchase, facility improvements or to bridge cash flow gaps. But what do banks require and what do they look for? Find out how to present a loan request package that includes the reports and information banks need to evaluate your request.

October 16th: Year-End Tax Planning

Learn the common year-end tax mistakes and how to avoid them when preparing and filing Form 990, along with other related Californian forms!

Our Speakers

IT Consulting & Outsourcing

Steve Quinn, Founder and Aly McFarlane, Partner, Benchmark Information Technology

Benchmark Information Technology provides IT consulting, IT outsourcing, and computer network support for non-profits. For over a decade, we have actively worked with non-profit organizations throughout Southern California.

Phone: (562) 508-4182 or (562) 508-4281

Human Resources Consultant

Anne L. Laguzza, President, The Works Consulting

The Works Consulting provides comprehensive and innovative human resources consulting, leadership development, and performance coaching solutions that separate us from our competition. We pride ourselves on being a small firm with a huge commitment to excellence for both for-profit and nonprofit organizations.

Phone: (562) 597-4932

Commercial Banking

Therese DeGroot, Managing Director and Jim Babbage, Sr. Vice President, First Bank

First Bank’s Community First Financial Resources Division provides loans, lines of credit and banking services for non-profits with an approach that utilizes both sound research and a wide range of experience.

Phone: (949) 951-2072 or (949) 951-7690

Certified Public Accountant

Scott J. Donnelly, Partner, PDM

PDM CPAs is comprised of more than 40 professionals who provide tax, audit and financial planning services to individuals, family owned businesses, non-profit organizations, and privately held companies.

Phone: (310) 540-4118

RSVP Now to our Live Symposiums!

Make sure to reserve your spot before it’s too late. This live event is FREE, with an incredible value of $1500.
Don’t miss out!