Stone Soup Nonprofit Capacity Building Conference







Keynote Speaker: Karl Yena

Karl retired from RJR Nabisco, Inc. as Director of Worldwide Organization Development & Training. He served over 20 years as a senior level manager providing consulting services to RJR corporate and operating company management of Del Monte, Nabisco, Sea Land Shipping , Kentucky Fried Chicken, etc. on a national and international (over 30 countries) basis in the areas of strategic and operational planning, organizational analysis, staffing structure, training and leadership development. He also served as Special Assistant to the Chairman and CEO. Karl has designed and facilitated over 100 distinct training programs and he continues to provide training and development to several Fortune 500 firms.

An avid volunteer, Karl works annually with over 100 nonprofits in North Carolina and in the Eastern US. He provides on-going mentoring/coaching to several current Executive Directors and assistance to municipalities, churches, civic organizations/associations, and non-profits in the areas of strategic planning; Board development & assessment; staff development training; coaching; business planning; organization analysis & structure; executive search processes; potential merger discussions; mediation/facilitation; and human resources policies. Most recently, Karl has worked with: CCCS, Food Bank, Komen Affiliates, Forsyth Medical Center, WFUBMC, Winston-Salem State University, United Way of Forsyth, Hands-On NWNC, Imprints, HHH, Association of Agency Executives, Arts Council, Forsyth County Government, NC Sickle Cell, NC Professional Health Administrators, NC Medical Society. He currently Chairs one board and serves on ten local nonprofit Boards, including Komen Breast Cancer, Shepherd’s Center, Leadership Winston-Salem, Second Harvest Food Bank, Forsyth County Youth Council, and Twin City Stage. Over the past 30 years, he has served on over 200 non-profit Boards.

He received his BS in Industrial Management from Univ. of Tennessee and furthered his education with MBA program at UNCG and executive programs at Penn State, Michigan, Columbia, MIT and Harvard.

Schedule of the day

8-8:30 Registration

8:30-9:30 Keynote (Karl Yena)

9:30-12 Morning workshop sessions I & II

12-1:30 Extended Networking Lunch

1:30-3:45 Afternoon workshop sessions III & IV

3:45-4 Closing


 Featuring workshop presenters from across the state:

David Heinen is the director of public policy and advocacy for the N.C. Center for Nonprofits. He advocates on issues affecting the nonprofit sector, monitors and analyzes federal and state public policy issues affecting nonprofits, keeps nonprofits informed about important legal and policy developments, engages in research about the nonprofit sector, and provides training on nonprofit advocacy and legal compliance.  He has been with the Center since 2007. Previously David spent seven years as an attorney with a Washington, D.C. law firm serving the nonprofit community, where he advised small- to mid-sized nonprofits on a wide range of legal issues.

"Trends and Threats in Nonprofit Public Policy"

Last year, nonprofits were at the center of many of major state policy debates. You’ll hear about:

• Ongoing challenges to nonprofit tax exemption and incentives for charitable giving;

• Potential changes to rules for nonprofits with government grants and contracts; and

• Other policy proposals affecting nonprofits.

We’ll also discuss the ways new state election laws will affect nonprofits. You will hear why it’s now more important than ever for your nonprofit to provide accurate, nonpartisan information about elections to your staff, volunteers, and those you serve.  You’ll find out how you can integrate this into your existing programs and services.

"Intro to Legal Compliance for NC nonprofits"

In this session, we’ll give you the tools to make sure your nonprofit is in compliance with federal and state laws and regulations. We’ll use the N.C. Center for Nonprofits nonprofit compliance checklist as a guide. Topics will include:

• Basics of nonprofit governance;

• Basics of nonprofit tax exemption and filing requirements;

 • Unrelated business income tax rules;• State charitable solicitation reporting;

• State tax compliance requirements;

• Basic employment laws applicable to nonprofits; and

• Rules for nonprofits with state grants and contracts. 

"Legal Compliance for NC Nonprofits: Beyond the Basics"

In this session, we'll discuss some of the most common legal questions that arise for nonprofits. We'll cover topics like:

- Employment issues that come up regularly for nonprofits;

- Recent changes to state tax laws that affect nonprofits;

- Lobbying laws and nonprofits; and

- Board fiduciary duties.


Ann Rumage Fritschner, ACFRE is a fundraising trainer, coach and motivational speaker encouraging people to engage in philanthropy in new and satisfying ways. Annie is president of Raising Funds Effectively, a company created to train paid and unpaid not-for-profit staff how to raise more money for their causes. Annie coaches all types and sizes of not-for-profits on their capital, endowment and annual fund needs, as well as volunteer and staff structures required to sustain success.  She is one of only 100 Advanced Certified Fundraising Executives and has been a member of AFP since 1986. She is one of 175 AFP Master Trainers throughout the world and the winner of the AFP WNC 2007 Outstanding Fund Raising Executive Award. In 2013 she won the The ATHENA Leadership Award® which goes to individuals who: • Have achieved the highest level of professional excellence. • Contribute time and energy to improve the quality of life for others in the community. • Actively assist others, particularly women, in realizing their full leadership potential.

"Firefighter or fundraiser? How to get from the 1st to the BEST"

Knowing where contributed income comes from and the methodologies for soliciting it can minimize confusion, eliminate time wasting activities and get the paid and unpaid staff of an NGO on the same page. Wouldn't it be nice for the leadership team to create a plan and stick to it? This interactive session will unveil the truths about fundraising, and table discussions will help you get ideas on how to go from re-active fundraising to strategic development.

"How Do You Really Ask Someone Else for Money?"

Where do you go to learn how to say, "May I have all your money?"??!? HERE. Let's have some fun, get over the nerves and practice how to ask for money, face to face. There is no one right way - there are, however, better and worse ways; so let's learn from each other what has and hasn't worked, how to do research before the call, discern the cues and signals before and during the call, and learn the best follow up steps to complete a successful solicitation. Bring your successes, your failures, your fears, your knocking knees and willingness to improve and let's laugh our way through this key fundraising technique.


Jeanne Allen has 30 years experience in the nonprofit sector in management and staff positions including Instructor/Coordinator in the Duke University Nonprofit Management Certificate Program (NC);  independent consultant with nonprofits, Management Consultant/Trainer at Girl Scouts National Headquarters (NYC); and Assistant Dean, Multicultural Programs, Westchester Community College(NY).  She has worked with a wide variety of organizational missions, including environmental, youth development, health issues, advocacy, racial equity and domestic violence.  Additionally, Jeanne is a Newswire Contributor for Nonprofit Quarterly, a major national nonprofit information provider, and on the Editorial Board for NTEN (Nonprofit Technology Network).  Her workshops are designed to actively engage the participants.

"Building a Ladder of Engagement & Using it to Deepen Relationships"

  The trending research says that donors want more involvement, and to solve problems, not just donate money and walk away.  How can you build your own ladder of engagement to develop your volunteers into supporters, and your supporters into volunteers?  What are the touch points on your organization’s engagement ladder?  We’ll highlight how you can customize a ladder of engagement for your nonprofit, using metrics and measurements that matter to your organization.

"Becoming a Networked Nonprofit"

Social media allows for evolving beyond silos to becoming a networked nonprofit. By creating a social culture, building communities for deeper engagement and learning with your stakeholders and your peers, new ways of work are possible.   How does a nonprofit move beyond social media as a communication tool to social media as a way of work?   The starting point is the mission and the question to ask is: how can social media help you impact the mission?  We take a big picture look at social media strategy and creating impact for nonprofits.
Megan Lynch Ellis, Regional Development Officer, North Carolina Community Foundation. Megan is responsible for development in eighteen counties that make up the western and northwestern regions of the state.  Her work is to identify and cultivate donors toward increased giving throughout the region by developing relationships with professional advisors, individuals, businesses, other foundations  and nonprofit organizations with a goal of building and growing charitable assets, primarily endowment funds. Prior to joining NCCF in November of 2013, Megan was major gifts and special events coordinator for Appalachian Regional Healthcare System from 2008-2013. She is the former president of the board of directors of the Children’s Playhouse in Boone and served for four years as treasurer for the Cancer Resource Alliance of the Seby B. Jones Regional Cancer Center. Megan attended the University of South Carolina and Temple University, where she graduated magna cum laude with a bachelor’s degree in English.  She also earned a certificate in nonprofit management from Duke University.

"Cornerstones of capacity:  Building a sustainable foundation of support for your non-profit"

We are all familiar with the proverbial warning not to keep all our eggs in one basket.  Likewise, non-profits would be well-advised to ensure that their overall financial picture is diversified and well-balanced.  What are three key elements of a balanced and sustainable plan of support?  In this workshop segment, we will examine three cornerstones – each of which works together to promote the overall strength of any nonprofit in the 21st century.

Amanda Edwards is the Chapter Executive for the Asheville-Mountain Area Chapter of the American Red Cross.  During her tenure she has increased major gift fundraising by over 235% and restructured the Board of Directors to become a fundraising force in WNC.  Amanda has over 14 years experience in non-profit management and fundraising and a Master of Public Administration from the University of Tennessee and a B.A. from UNC-Asheville.  She is the past-president of the Association of Fundraising Professionals-WNC Chapter.

"Enlightened Leadership: How to find Balance in your Work and in your Life"

As busy nonprofit directors and development officers we often take on more than we can handle.  As a result, we multitask and work 24/7.  This presentation takes a look at what stresses us out, the impacts of being constantly connected to work, and how to organize your day to get more accomplished.  The presentation also discusses how to utilize these tips to better organize your home life to find and maintain that elusive work/life balance in order to be better employees and family members.

COMBS, TENNANT & CARPENTER, P.C. began serving the High Country on September 15th, 1980 in what was then a much smaller town of Boone, North Carolina.  For over 30 years, our firm has matched the considerable growth of the local community in order to fulfill our clients’ various tax, audit, and accounting needs.  We currently operate offices in Boone and Newland with six professionals that provide service to clients throughout the state of North Carolina.  We are proud participants and supporters of the local community and are intimately familiar with the opportunities and challenges it presents.

"Financial Accounting and Best Practices for Nonprofits"

In the ever-changing nonprofit landscape, financial accounting and reporting are often overlooked but remain the foundation that allows nonprofits to offer services to the community in the long term.  Our presentation will revolve around four main topics:  audits of nonprofits, internal control in the nonprofit setting, recognition of pledges and pledge accounting, and taxation of nonprofits.  There will be approximately 40 minutes of presentation followed by a question-and-answer session.


Dan Meyer President/CEO of the Boone Area Chamber of Commerce for 10 years.  Adjunct instructor at ASU.

"Strategies to Engage the Business Community"

Great communities need great business champions! Great local non-profit organizations add to a community’s quality of life, provide critical safety-net services and encourage local participation in community affairs. Partnering is a primary initiative of local chambers of commerce. Join in a discussion on how to engage your non-profit with local business – promoting friend-raising and fund-raising. Discussion will focus on ‘best practices’ for community engagement. Bring your best engagement practice/program with you and join the conversation.




Interested in applying for a Stone Soup scholarship to partially or totally offset the cost of attending Stone Soup IV? APPLY HERE!

Sponsored by the Watauga County Community Foundation. Applications will be reviewed on a rolling basis based on need.


 Lodging for Stone Soup IV - Courtyard by Marriot - $89 Special Conference Rate

To book the special $89 conference rate, call the Courtyard directly at 828-265-7676 and mention that you are with Stone Soup IV. Space is limited, this rate is only good until May 10th! 



Stone Soup is brought to you in part by High Country United Way, The Watauga Community Foundation, and DonorExpress Software, with additional planning support from Western Youth Network, The Hospitality House of Boone, Watauga County Habitat for Humanity, Hope Pregnancy Resource Center, and Caldwell Community College Small Business Center.

Special thanks to Stick Boy Bread Company for their generous contributions to the day's food selection.


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