Training Program Design

NLA is one of the progressive movement's leading providers of training designed specifically to address the complexity of multi-entity organizations.   

Below is a sample of the types of training offered by New Left Accelerator and our partners. Topics range from the ins and outs of nonprofit compliance in election years and to multi-entity financial management to values based human resource management and a series on how to build base power across legal entities. NLA also designes state-specific training that covers the ins and outs of state law.  Check out the Arizona-based series and our other trainings.

Contact us if you would like to create or run a training series for your state or grantees.


Nonprofit Compliance

Nonprofit Compliance Check-Up

The more successful nonprofit advocates become, the more their organizations are placed under the microscope by individuals and groups who may like to see them fail. Nonprofits (and their staff) are often scrutinized as they engage in successful advocacy and civic engagement efforts, such as voter registration and legislative campaigns. After this workshop, you will have a clear understanding of how to prepare for allegations of non-compliance so that your organization can continue to advocate with confidence in 2025 and beyond.

During this workshop, you will receive:

  • A basic refresher on the advocacy rules that apply to 501(c)(3) public charities;

  • Information on how to utilize Bolder Advocacy’s “Advocacy Check-up – Nonprofit Compliance Self-Assessment” to identify recordkeeping and reporting strengths and weaknesses;

  • Tips to address compliance gaps in your nonprofit’s operations, including sample policies and timesheets;

  • And more!

Who Should Attend? This webinar is best suited for New Executive Directors or EDs who may need a refresher on how to close out their financials and Finance and Operations Senior Staff who oversee close out of financials.


Lobbying & Recordkeeping: How to Enhance Your Advocacy Potential

Are you clear about what you should be tracking and reporting at your multi–entity organization?Recordkeeping and reporting compliance is an important strategy for effective advocacy. Proper recordkeeping can help your organization comply with filing obligations, obtain funding, inform strategic planning, and stay focused on your mission. Led by Natalie Roetzel Ossenfort, Program Director, Bolder Advocacy.

Participants will learn:

How to track your lobbying time and expenses so that your 501c3 organization stays within its lobbying limits;  How a 501c3 reports its lobbying to the IRS, such as on the Form 990 or Form 990-EZ;  How tracking and reporting varies depending on whether a charity measures its lobbying under the insubstantial part test or the 501(h) expenditure test; How to track time for your 501c3 and 501c4 organizations; How state and local law may require additional tracking and reporting; and  Various options for keeping track of lobbying activities and expenditures.  

Who Should Attend? This webinar is targeted at Operations Staff and Executive Directors responsible for compliance with lobbying rules.


Building a Culture of Compliance

Want to make sure your multi-entity organization avoids unnecessary negative PR and costly fines? Setting up a culture of compliance is step one to ensuring your organization is following the law in a fast paced and ever changing environment. We will look at how to introduce your staff to a culture of compliance, identify which regulatory and reporting requirements apply to your organization, understand why having strong finance and accounting processes is critical to legal and political compliance, learn key terms, discover where to find filing deadlines, how and when to seek expert help and learn about useful tools to help make sure information can be easily shared and the responsibility for compliance is embedded across your organization. Join Leigh Anne Collier Weinstein and Joshua Wolf, leading compliance and finance experts as we delve into why it's important for staff across your organization to be introduced to compliance, how to know what questions to ask, and first steps in creating systems to help your organization avoid risk, violations, negative attention or hefty fines.

Who should attend: This webinar is for all nonprofit staff who need to understand compliance in election years, with special relevance for EDs, COOs, and Compliance and Operations teams.


Building a Culture of Compliance To Prepare For Election Years  

Is your family of organizations planning on playing in elections to build power for your community? Setting up a culture of compliance is the first step to ensure you can be bold and safe in election years. Join NLA consultant Leigh Anne Collier Weinstein as we delve into why and how to build an organizational culture of compliance. We will review the regulatory and reporting requirements that might apply to your organization as you expand your power-building strategies, highlighting the critical role finance and accounting processes play in compliance.

Who Should Attend? This panel is designed for Operations Staff, Executive Directors, leaders, and organizers responsible for compliance decisions. 


Compliance Defined

In this training we will cover the important concepts that make up the world of compliance and how they will come into play for your organizations as you navigate the electoral and non-electoral landscapes of your multi-entity organization this year. 

Join Cassie Tinsmon and Andrew Madras leading compliance experts as we delve deeper into the specifics of the campaign finance reporting and learn how your organizations can mitigate risk and do bold work safely! 

Who should attend: This webinar is designed for EDs, PAC Directors, Operations Team, Canvass/Phone Bank Leaders, and anyone participating in political activity.


In the Weeds with Compliance: Political Activity Tracking

You know you need to track political activity—but HOW?  It's time to get in the weeds with how to actually, build, track and report your political activity. Join the NLA team and Evans and Katz  for an overview of political activity trackers. We will dig into the specifics of how to track contributions, IEs, in-kinds, staff time,  field scripts, and more. We will also discuss when firewalls are needed. 

Who should attend: This webinar is designed for EDs, PAC Directors, Operations Team, Canvass/Phone Bank Leaders, and anyone participating in political activity.


Getting in the Game This Election Season? What You Need to Know

501(c)(3) public charities can actively weigh in with the public, candidates, and government officials during election season. They cannot support or oppose particular candidates, but they can (and should) encourage active participation in fair and democratic elections. Wondering where the line is, or how your organization can get involved? This webinar is for you.

Who Should Attend:  All 501(c)(3) staff who work in nonprofit organizations that encourage civic participation in an election year.


Utilizing Corporate Structures

To defend democracy and fight for social, racial, and economic justice, more and more nonprofits are realizing the limitations of 501(c) nonprofit structures. Innovative social justice organizations are opening corporate entities and building multi-entity nonprofits that use a mix of corporate, nonprofit and PAC structures to build power.  

Join NLA, Melissa Norton and Theo Luebke of Carolina Federation, Julie Scarsella of Community Building Strategies Ohio, and Le Tim Ly of Resilient Strategies & Center for Empowered Politics for a panel on multi-entity organizations that utilize corporate structures to build power for their communities. 

Who Should Attend: Executive Directors, operations staff and/or nonprofit staff that are considering opening a corporate entity to support their work.


Differences Between Corporate Structures (LLC, S-Corp, C-Corp)

Participants will explore an overview of common for-profit legal structures, examples of innovative nonprofits currently using for-profit corporate structures, and have an opportunity to discuss liability, taxes, revenue, and governance pros and cons.

Who Should Attend: This webinar is tailored for nonprofit leaders, including EDs, Operations, Board Members, and Senior staff, seeking to leverage for-profit structures to achieve their mission and amplify their impact. 


The Alphabet Soup of Nonprofit Compliance: Getting Nonprofit Compliance Right In Election Years

Nonprofits are governed by a patchwork of state and federal regulatory bodies.  From corporate formation to IRS and state tax rules to regulations that govern how nonprofits can engage in political activity, nonprofit staff must navigate a patchwork of agencies and rules to stay compliant.  Join the New Left Accelerator Team to learn what nonprofits need to know to be both bold and safe when engaging in advocacy in an election year. In this webinar we will cover corporate, tax, and campaign finance key terms and core compliance concepts.  Bring your team along and develop a deeper understanding of how to build a bold compliant nonprofit! 

Who Should Attend:  All 501(c)(3) and (c)(4) staff working in nonprofit organizations that encourage civic participation and/or engage in political activity in an election year.


Talking Abortion in Election Years: An Overview for Reproductive Justice Nonprofits

Talking about reproductive justice and rights has never been more important but messaging around abortion and elections can get tricky for 501(c)(3)s. Although nonprofits can be bold and actively weigh in with the public, candidates, and government officials on the topic of abortion, including during election season, it is important to know when talking about abortion or reproductive rights and voting might raise the risk of engaging in impermissible partisan political activity. Are you talking about abortion and elections? Is your staff wondering where the line is, what your ED can say, or when a message might be considered partisan? This webinar is for you! 

Who Should Attend: This webinar is designed for any staff of 501(c)(3) &(c)(4) organizations planning to talk about abortion during election season this year. It may be especially useful for field, communications, and compliance folks who design messaging and/or track political activity.


Coalition Building While Being Compliant

Interested in amplifying your advocacy impact legally and effectively? Successful advocacy often requires collaboration, but doing it legally and effectively requires understanding the structures that govern joint efforts. This session will demystify the differences between affiliated organizations and coalitions, offering guidance on how legally distinct groups can align for shared goals. We’ll explore how to maintain compliance through various agreements, distinguish between formal and informal coalitions, and share how coalitions can amplify impact, elevate voices, and strengthen advocacy efforts. Join NLA and Bolder Advocacy to learn about how to successfully advocate.

Who Should Attend? This training is ideal for EDs, policy and advocacy staff, coalition coordinators, compliance teams, and anyone involved in advocacy efforts.


Financial management

Multi-Entity Forecasting

It can be a struggle for any executive or senior leader for small and medium sized multi-entity nonprofits to convey priorities and expectations for the finance and accounting of their organizations. In this session, Josh Wolf will cover how organizations can establish the financial foundation to sustain your operations and grow your impact. Participants will engage in conversation and share their experiences.

Who should attend: This webinar is designed for EDs, CFOs and other senior leaders at startup and growing multi-entity nonprofits.


Four Financial Reports to Inform Forecasting and Confidently Make Decisions

It can be a struggle for Executive Directors and other senior leaders at start-up and growing nonprofits to know what financial reports they need, what they mean, and how to use them. Josh Wolf will cover the four financial reports most useful to multi-entity nonprofits (c3s, c4s and PACs) and how those reports can be used to confidently make decisions.

Who Should Attend: This webinar is designed for Executive Directors, CFOs, and other senior leaders at startup and growing multi-entity nonprofits.


End of Year Financial Closeout for Multi-Entity Organizations

Are you preparing your end-of-year finances for a family of nonprofits? Closing out end-of-year financials can feel like an overwhelming herculean effort, especially for multi-entity nonprofits. Join NLA/TCS and Pocketbook Strategies in a lively discussion on how to close the books on the prior fiscal year and complete an annual audit and tax forms. This discussion will offer tips and promising practices for a quick, accurate, and efficient financial close process to save nonprofit leaders time, money, and hopefully, their sanity!

Who Should Attend? This training is best suited for Operations Staff, EDs, and leaders who may need a refresher on closing out their financials, as well as Finance and Senior Staff who oversee the closeout of financials.


Understanding and Setting up Processes for Sustainable Financial Planning

Finance is key to ensuring compliance and sustainability for multi-entity organizations—join Josh Wolf for the first session of the NLA Finance Series that will tackle how organizations can set up processes for sustainable financial planning. Participants will develop a shared understanding of financial sustainability, financial planning, and learn key processes to implement financial sustainability in a multi-entity operating nonprofit environment. Participants will also get a chance during the training session to sign up for individual technical assistance with Josh Wolf to review or answer any of your financial sustainability questions.

Who Should Attend: This webinar is designed for EDs and Operations/Finance mid-level staff and above. Register here.


Establishing Internal Controls for Your Family of Organizations

Looking to build confidence in your organization's financial controls? Join Howie Stanger, Founder & Director of Pocketbook Strategies for the best practices on internal financial controls. Take the guesswork out of financial management with robust internal controls that safeguard your organization’s assets and ensure responsible decision-making. Explore how clear financial policies and procedures can reduce risk, increase transparency, and streamline operations. Learn how to formalize roles and responsibilities and navigate the complexities of multi-entity management, including c3’s, c4’s, and PACs with clarity and confidence.

Who Should Attend? This webinar is targeted at Finance, Fundraising and Operations Staff, as well as Executive Directors responsible for finances and fundraising.


Resourcing the Base: Sustainable Funding Strategies to Empower Organizations

Unlock the path to sustainably funding progressive groups, as we demystify the complexities of building a well-resourced organization. Join us for an enlightening session offered by Progressive Multiplier Fund, as they share strategies for securing long-term financial support from your fiercest supporters. Learn how these innovative approaches empower organizations to delve deeper into their mission, breaking free from reliance on external funding sources. Don't miss this opportunity to revolutionize your funding model and drive lasting impact.

Who Should Attend? This webinar is targeted at Finance, Fundraising and Operations Staff, as well as Executive Directors responsible for finances and fundraising. 


Safeguarding Your Organization from Financial Fraud

Is your organization prepared to defend against financial fraud? With increasing threats like check fraud, compromised business emails, and unauthorized electronic fraud, it's essential to stay vigilant. Learn practical strategies to protect your funds, strengthen internal controls, and leverage bank products to safeguard your organization's assets. Protect your funds, strengthen your financial resilience, and ensure your organization remains secure in an ever-evolving threat landscape. Secure your organization’s financial future with Maura Keaney, Senior Vice President, Director of Client Engagement from Amalgamated Bank.

Who Should Attend? This webinar is targeted at Operations Staff and Executive Directors responsible for financial banking and security.


The Financial Framework: Multi-Entity Finance & Accounting Essentials

Is your organization’s financial structure ready to support growth across multiple entities? Learn the fundamental strategies for successfully setting up and managing financial operations for a multi-entity organization. This training covers key financial operations and accounting concepts to help you maintain compliance and manage risk across entities. It is ideal for those looking to build or strengthen multi-entity financial infrastructure. Join Howie Stanger, Founder & Director of Pocketbook Strategies, to gain practical financial insights that support operational multi-entity growth.

Who Should Attend? This webinar is targeted at Finance and Operations Staff, as well as Executive Directors responsible for organizational finances and accounting.


Making Your Reserve Funds Work For You: Exploring Savings Solutions, Including FDIC Insurance

Explore savings options that may benefit your organization's needs. Gain practical insights into maximizing financial returns while managing risk. Discover the basics of FDIC insurance and how to ensure your funds are fully protected. You will get the knowledge needed to make informed financial decisions with Maura Keaney, Senior Vice President, Director of Client Engagement from Amalgamated Bank.

Who Should Attend? This webinar is targeted at Operations Staff and Executive Directors responsible for financial banking and security.


How to Budget for Multi-Entity Organizations

How can organizations working in partnership build and manage shared budgets while staying compliant and transparent? Gain practical tools for building and managing budgets across multi-entity organizations while maintaining compliance and clarity. This session will cover strategies for allocating resources, tracking shared expenses, and ensuring financial transparency. Join NLA/TCS and Pocketbook Strategies to get more out of your budgeting strategy to ensure compliance and reduce liability.

Who Should Attend? This panel is designed for Operations Staff, Executive Directors, leaders, and organizers responsible for budget-related decisions. 


How to Pitch/Storytelling for Multi-Entity Organizations

Struggling to present a unified case to funders while working across organizations? Learn how to craft compelling pitches and tell cohesive stories that reflect the shared goals of multi-entity organizations. This session will offer strategies for aligning narratives, elevating diverse voices, and presenting unified messages across programs. Join NLA/TCS and Progressive Multiplier to help pitch your organization's diverse work to various funding audiences.

Who Should Attend? This training is targeted at Finance, Fundraising, and Operations Staff, as well as Executive Directors responsible for finances and fundraising. 


QuickBooks Readiness: Getting Your Finance Systems Ready for Election Season 

Are your finance systems ready for election season? Join NLA and TCS for an informative webinar designed to help multi-entity organizations that are participating in campaigns or electoral work prepare their QuickBooks accounting systems for the unique financial challenges of an election year. This session will cover essential tips, best practices, and strategies to ensure your financial data is accurate, compliant, and ready for the increased scrutiny that comes with election-related activities.

Who Should Attend? This webinar is best suited for finance, field, and operations staff of nonprofits doing election work that will have to track political activity.  


Resourcing the Base: C3/C4 Fundraising and Membership Dues

Is your multi-entity organization ready to build sustainable, mission-driven revenue? Unlock the path to sustainably funding progressive groups, as we demystify the complexities of building a well-resourced multi-entity organization, especially during a turbulent election season. Join us for an enlightening session on strategies for securing long-term financial support across your C3 and C4 entities. Learn how these innovative approaches empower organizations to delve deeper into their mission, breaking free from reliance on external funding sources. Join NLA/TCS and don't miss this opportunity to revolutionize your funding model and drive lasting impact.

Who Should Attend? This webinar is for fundraising leaders, Executive Directors, and other folks who lead fundraising work for their organizations.


Human Resources

Employment Law 101 for Values-Based Organizations

Do you understand the importance of employment law as your organization grows to do more powerbuilding work? Join Jim Burton & Jacqueline Mendez Soto, partners of Barton Mendez Soto, and NLA/TCS to understand how employment law is essential as your nonprofit grows from a grassroots movement to an established change agent. Learn how local, state, and federal regulations impact worker classification and minimum wage laws for part-time and temporary staff. Ensure your HR policies align with your values, foster a positive organizational culture, and protect your organization from financial and reputational liability. An Arizona breakout group will be available at the end of the training to answer any questions specific to AZ-based organizations.

Who Should Attend? Operations and Human Resources Staff, Executive Directors—folks who are making employment decisions.


Using Data to Drive Pay Decisions

Ever wonder the role of data in determining pay scales at your organization?

Join Whitney Herrington and NLA/TCSin this engaging webinar to explore the unique challenges nonprofits face in making fair and effective compensation decisions. Participants will learn practical strategies to evaluate salary data, navigate complex pay-related scenarios, and ensure your decisions align with your organization's values and budget. Attendees will also gain actionable insights for leveraging compensation surveys, peer organization comparisons, and cost-of-living data to determine equitable and competitive pay decisions that enhance organizational culture. This will be a great opportunity to master data-driven approaches to compensation and take your nonprofit's pay practices to the next level!

Who Should Attend? This webinar is best suited for New Executive Directors or EDs, Human Resources, or Operations staff — folks who are making pay decisions.


Values-Based HR: Guiding Principles and Beliefs

This webinar is an introduction to what it means to lead and manage values-based HR in a nonprofit organization. This training will define the concept of values-based human resources, outline a framework of guiding principles and beliefs, and discuss its implications across various functions in HR. Participants will also get a chance during the training session to sign up for individual technical assistance with Whitney Herrington to review or answer any of your values-based HR questions. 

Who should attend: This webinar is designed for NLA cohort program participants that expressed need for HR supports.



Minimizing Pitfalls: HR-related Liabilities to Look Out For

Managing risk while leaning into our values is a hat trick all HR leads must manage. This webinar will discuss critical (and often overlooked) HR-related liabilities that multi-entity nonprofits face. We will cover topics including disability insurance, employment practices liability insurance, medical/parental leave policies, and workers comp. We’ll help participants understand the balance and trade-offs between supporting employees and protecting the organization.

Who should attend: This webinar is designed for NLA program participants across all programs.


Performance Conversations & Critical Feedback

The end of the year is the time when organizations engage in year-end performance evaluations. Leadership and HR staff are leading critical processes and conversations related to people, feedback, accountability, and organizational culture. This webinar will discuss both positive feedback and accountability and critical feedback. In this webinar, we will discuss preparing for and engaging in critical end-of-year conversations for your staff and the role of accountability and steps to ensure it. Join us to learn about how to incorporate your values into your end-of-year HR processes.

Who Should Attend: This webinar is for Executive and Managing Directors and HR and Operations staff that hold human-resource responsibilities related to evaluation and/or compensation.


Performance Evaluations 2.0: A Deep Dive into Methods and Approaches

You've determined that performance evaluations are essential—but how do you design an approach that truly fits your organization’s needs? This session takes a deep dive into the methods and approaches of performance evaluations, helping you refine your decision-making process. Through practical guidance, real-world scenarios, and structured decision-making frameworks, you'll leave this session equipped to develop an evaluation process that is intentional, equitable, and forward-focused—ensuring staff are assessed on clear, known expectations that support growth and accountability. This training builds upon concepts explored in November’s “Designing Effective Performance Evaluations” but don’t worry if you didn’t attend that session. Even if you’re engaging in this conversation for the first time, join us for valuable insights into effective and meaningful performance evaluation strategy. Join Logan Gelabert of AscendPeople and NLA/TCS for this deep dive into performance evaluations.

Who Should Attend? This webinar is best suited for New Executive Directors or EDs, Human Resources, or Operations staff — folks who are engaging in performance evaluations.


Managing Year-End Salary Adjustments and Balancing with Staff Needs and Expectations

With year-end approaching, organizations are preparing for salary adjustments to take effect in the new year. As our country experiences the highest inflation in 40 years, your organizations are most likely contending with rewarding appropriate and feasible levels of pay increases and recognizing that these increased investments are not sufficient to keep up with the pain your staff are experiencing in the economy. In this webinar, we’ll discuss approaches to rewarding and managing compensation in this difficult economy and how to communicate with and manage expectations with your staff in people-centered, values-based ways.

Who Should Attend: This webinar is for Executive and Managing Directors and HR and Operations staff that hold human-resource responsibilities related to evaluation and/or compensation.


Leading With Equity When DEI Is Under Attack

In moments of uncertainty, organizations have a choice: do they retreat in the face of shifting political tides, or do they stand firm in their values? The new federal administration has launched a full-scale attack on DEI programs as well as the rollback of federal protections against discrimination and equal employment opportunities. But while these attacks are real and impacting our sector, the reality is that the DEI programs under heavy scrutiny were fragile to begin with and not necessarily where deep, systemic equity comes from. Leading with equity is not about a label, a compliance checkbox, or a temporary program—it’s about a sustained, values-driven approach to creating fair, thriving workplaces. And that does not have to end just because the administration is dismantling the safety nets intended to protect marginalized workers. In this session, Logan Gelabert from Ascend People will cover three ways nonprofit organizations can continue to center equity through people-centered HR practices.

Who Should Attend? This webinar is best suited for New Executive Directors or EDs, Human Resources, Senior Management or Staff engaging in DEI and anti-discrimination efforts.


Hiring Without the Headache: Avoiding Common Pitfalls in Nonprofit Recruitment

Hiring in nonprofit organizations is often high-stakes, time-consuming, and under-supported, especially when there’s no formal HR function in place. This training is designed for nonprofit leaders ready to learn to spot the hidden stressors in their hiring systems and walk away with practical tools and strategies to avoid them, even without an HR team.

Who Should Attend? This webinar is best suited for New Executive Directors (EDs), Human Resources, Senior Management, or Staff engaging in hiring processes. 


Performance-based Salary Adjustments & Bonuses

How can your organization reward strong performance with salary adjustments and bonuses while staying equitable and aligned across multiple entities? Explore the fundamentals of designing and implementing performance-based salary adjustments and bonus structures that align with your organization’s goals and values. This session with Ascend People and NLA/TCS will cover best practices for establishing clear criteria, ensuring transparency and equity, and navigating considerations for multi-entity organizations.

Who Should Attend? This session is designed for HR professionals, EDs, and operations staff responsible for compensation planning, performance evaluation, and operations. 


Managing Multi-Entity Nonprofit Risk in HR: Do’s & Don’ts of HR Documentation

Keep or toss? As our multi-entity organizations navigate risk and liability, setting clear document retention policies and practices has become crucial to safeguarding our organizations. Ascend People will present best practices and the dos and don’ts of HR documentation to help you determine what to keep and what to toss.

Who Should Attend? This session is designed for HR professionals, EDs, and operations staff responsible for handling HR documentation, compliance, or operations. 


Arizona Nonprofit Guidance

What Nonprofits Need to Know for Playing in Arizona Elections

If your nonprofit intends to influence the conversation in Arizona this election cycle, you need to understand the differences between express advocacy, ballot measure advocacy, and issue advocacy. Are you a multi-entity organization left wondering if you need to register in Arizona to do this work? When? With what agency? What information will be public and what can be kept confidential? The answers in Arizona vary by entity type, type of advocacy, and location of advocacy.  

Join Jim Barton, Legal Counsel, during this training webinar to learn the answers to these questions and other considerations that will allow your multi-entity organization to do power-building work that your community needs.

Who should attend: This webinar is for all nonprofit  staff in Arizona who need to understand compliance in election years, with special relevance for EDs, COOs, and Compliance and Operations teams.


When Activists Become Employers: Employment Law Issues for Good Guy Organizations in Arizona

Are the people working for your organization in Arizona employees, volunteers, or independent contractors? Which minimum wage laws apply for your workers? How do we track Earned Paid Sick Time for part-time and temporary workers? All these questions along with how you protect your organization and its officers from unwanted liability exposure are important questions to answer as your nonprofit grows from a band of activists to established change agents.

Join Jim Barton, Legal Counsel, during this training webinar to learn about how aspects of local, state and federal employment law impact your organization.

Who should attend: This webinar is for all nonprofit  staff in Arizona who manage HR or hiring in election years, with special relevance for EDs, COOs, and HR teams.


Arizona Prop 211: Building Compliance Systems: A How-To Guide for AZ Operations Staff

Join NLA and Jim Barton from Barton, Mendez, Soto on an overview of all things Prop 211, sponsored by our partners at One Arizona and Arizona Wins. This session will cover who has obligations under Arizona's Voter Right to Know law (aka Proposition 211); what information must be tracked under the law, what information must be disclosed under the law, and what disclaimers the law requires for ads that are so-called campaign media spending, as well as review the latest rulemaking and advisory opinions for the Citizens Clean Elections Commission.  

Who should attend: This webinar is for nonprofit staff in Arizona who manage operations.


Get Ready for Voters' Right to Know: A Legal Review of Arizona's Proposition 211

Join NLA and Jim Barton from Barton, Mendez, Soto on an overview of all things Prop 211, sponsored by our partners at One Arizona and Arizona Wins. This session will cover who has obligations under Arizona's Voter Right to Know law (aka Proposition 211); what information must be tracked under the law, what information must be disclosed under the law, and what disclaimers the law requires for ads that are so-called campaign media spending, as well as review the latest rulemaking and advisory opinions for the Citizens Clean Elections Commission.  

Who should attend: This webinar is for all nonprofit  staff who need to understand advocacy work in election years, with special relevance for EDs, COOs, Compliance and Operations teams, Communications teams, and Organizing teams.


Arizona Proposition 211: Disclaimers and Disclosures

Learn about what nonprofits are required to disclose and report as they execute campaign media spending—we will cover practical tips and review the legal rules that all nonprofits need to know to do bold work safely this year!

Who Should Attend: This webinar is best suited for field, communications, and operations staff of nonprofits in Arizona doing civic engagement work in the 2024 election cycle.


Political Activity

Selecting The Right Legal Entity for Advocacy in Election Years

If your nonprofit advocates for change, it is important to  understand what legal entities can engage in different types of advocacy.  This webinar will provide an overview of how multi-entity organizations can maximize their impact by selecting the right vehicle.  We will cover the different types of advocacy—express advocacy, issue advocacy, and ballot measure work—as well as the implications of election and tax law for nonprofits.  

Join Jim Barton, Legal Counsel, to learn about how to choose which tool to employ in various advocacy contexts, what 501(c)(3)s  501(c)(4), 527s and PACs can and cannot do during the campaign season. Come learn how your multi-entity organization can do power-building work safely this year. 

Who should attend: This webinar is for all nonprofit  staff who need to understand advocacy work in election years, with special relevance for EDs, COOs, Compliance and Operations teams, Communications teams, and Organizing teams.


What you Need to Know About DACA, Immigration Status and 501(c)(4) Work

If your nonprofit works with DACA recipients in election years, you may want you to understand the implications of recent FEC enforcement action and the ways in which DACA recipients can participate in 2022 elections.  Are you a multi-entity organization left wondering how you can continue your 2022 campaigns this year within the limitations of the new FEC action? Join Jim Barton, Legal Counsel, during this training webinar to learn about how these enforcement actions might impact how DACAmented employees and volunteers can and cannot work on campaigns and how multi-entity organizations can continue to do power building work this year. 

Who Should Attend:  This webinar is for all staff who hold responsibility for protecting and engaging  members, with special relevance for EDs, COOs, Communications teams, Fundraising teams and Organizing teams.


Operations & Lobbying: The Compliance Side of Advocacy

Both c3s and c4s build power through lobbying! Lobbying can be both ballot initiative work and influencing legislation—and is a critical strategy in your advocacy toolbox. Organizations must understand the various laws that regulate lobbying, appreciate when the different laws apply, and consider how lobbying might help your c4 meet its primary purpose goal. This webinar will cover strategy and compliance basics for lobbying work, such as determining which entity executed lobbying work, tracking time and money, and the differences between what needs to be reported at the federal and state levels.

Who Should Attend: This webinar is targeted at Executive Directors and Operations Staff who are responsible for compliance with lobbying rules.


501(c)(3) & Elections: What 501(c)(3) Nonprofits Need to Know for Elections

Join Jim Barton of Barton, Mendez, Soto to understand and examine how to maintain your entity's tax-exempt status while engaging in non-partisan voter registration and GOTV, community education, issue advocacy -- and to a limited extent, lobbying.

In addition, you will learn the ins and outs of public communications that promote each of these categories and how they are treated by election law enforcement agencies -- including information on state law, like Arizona's new requirements under the Voter Right to Know Act.

Who Should Attend: This webinar is best suited for field, communications, and operations staff of nonprofits doing civic engagement work in the 2024 election cycle.


501(c)(4) & Elections: What (c)(4) Nonprofits Need to Know for Playing in Elections

Are you ready to maximize what your 501(c)(4) will do this election season? Join Jim Barton of Barton Mendez Soto to examine how to maintain your entity's tax-exempt status while engaging in primary purpose activity, issue advocacy, unlimited lobbying and to a limited extent express advocacy.  

There will be updates regarding recent changes to laws in states like Arizona concerning reporting requirements, solicitation notices, and paid political advertising disclaimers, including those triggered by Arizona's new requirements under the Voter Right to Know Act.

Who Should Attend: This webinar is best suited for field, communications and operations staff of nonprofits doing civic engagement work in the 2024 election cycle.


What you Need to Know About DACA, Immigration Status and Nonprofit Work In Election Years

Are you a multi-entity organization left wondering how you can continue your 2024 campaigns this year within the limitations of the FEC action on DACA recipients participating in campaigns? Join Jim Barton of Barton Mendez Soto during this training webinar to learn about how these enforcement actions might impact how DACAmented employees and volunteers can and cannot work on campaigns and how multi-entity organizations can continue to do power building work this year.

Who Should Attend: This webinar is best suited for Executive Directors, field and operations staff of nonprofits doing civic engagement work in the 2024 election cycle.


Fund Development by Design: Planning and Mobilizing Resources for Multi-Entity Organizations

Are you ready to strategically mobilize the right mix of resources across your organizations? Election years pose unique challenges for Executive Directors seeking to resource their work across multiple entities. This interactive workshop is designed to equip leaders with essential skills to mobilize the right mix of resources they need to move their work in election years. In this engaging session, you will gain insights on how to design a plan that supports the work of your 501(c)(3), (c)(4), and/or PAC and tips for strategically mobilizing resources in advance of a presidential year - when money often moves fast and late. You will leave the session with NLA/TCS inspired to engage mission-aligned donors and supporters to raise the right mix of funding for your multi-entity work.

Who Should Attend? This webinar is for fundraising leaders, Executive Directors, and other folks who lead fundraising work for their organizations.


Building Base Power

Base Building & Multi-Entity Membership Models

Start here with an introductory webinar designed to build a foundation of understanding of the vocabulary and common challenges and solutions faced by multi-entity, base-building, and membership organizations. We’ll explore membership models and key considerations of effectively engaging members and supporters in both 501(c)(3) and (c)(4) work. The strategies and tactics covered in this webinar help organizers and multi-entity leaders think imaginatively and critically about how they might structure their work to build a widespread and engaged base of supporters across the family of organizations they use to build power. 

Trainer: Jay Carmona, Sematonic Strategies


501(c)(3) and (c)(4) Membership Programs: Navigate the Law

Our second session features an in-depth review of frameworks and boundaries of how to be bold AND legally compliant while building a multi-entity base or membership programs. Tackling many of the most common and complex legal questions about multiple-entity membership models—things like running joint campaigns, the legal definition of membership, sharing lists across legal entities—Bolder Advocacy practitioners share their expertise in how to do bold work safely when working with 501(c)3s and 501(c)4s.

Trainer: Ronnie Pawelko, Bolder Advocacy, a program of Alliance for Justice


Using Your 501(c)(4) to Engage Your Membership

A 501(c)(4) works as a vehicle for engaging and investing in the leadership and power of your members and base. This webinar will explore how organizers and leaders can use 501(c)(4) work to build and expand their members' connections to their 501(c)(3) work. Dive into the challenges and successes of multi-entity member engagement to learn how to build your supporter base. If you want to make sure that your 501(c)(4) work supports your longer-term organizational goals to make change—this is the webinar for you.

Trainer: Nijmie Dzurinko, Put People First PA


Resourcing the Base: (c)(3)/(c)(4) Fundraising & Dues

Progressive groups that can secure sustainable, long-term funding have more power to determine how they will meet their movement goals, but this kind of funding can be complicated to manage as a multi-entity organization. In this session, learn about innovative strategies for resourcing multi-entity organizations that ultimately helps them lean deeper into their missions. 

Trainer: Bethany Maki, Progressive Multiplier


Membership & Data: Data for Building Power

Learn how to make the most impact through members’ data in a multi-entity organization while keeping it safe. In this session, participants cover best practices for data sharing and how to manage powerful technology for progressive change!

Trainer: Rose Espinola, Movement Tech Help Desk


Power of the Membership: How to Engage Your Members for Endorsements

Learn how the most powerful and most engaged advocacy organizations are engaging their communities to endorse candidates and platforms. With a focus on centering members in endorsement processes, this webinar will explore how member power keeps us accountable and how to plan for successful, meaningful engagement with your members.

Trainer: Mo Manklang, U.S. Federation of Worker Cooperatives


Data for Multi-Entity Organizations

This webinar led by Rose Espinola and Steven Carmona Mora from Movement Tech Help Desk will guide attendees through key questions and answers about how to utilize and manage powerful data, and provide valuable insights and guidance on resource sharing agreements, data flows, and more.

Who Should Attend: Whether you oversee operations or are involved in data management, this webinar will equip you with the knowledge and tools to effectively utilize and manage data across different legal entities. It is recommended for Executive Directors of multi-entity organizations, as well as staff leading operations, data, digital, communications, and organizing.


Bold & Safe Series

Nonprofit Risk Management In Trying Times

Have you considered what level of risk your organization needs to take in order to do safe, power building work?

In a time of rising authoritarianism, organizations are utilizing multi-entity legal structures to amplify their advocacy and grow their impact; however, bold work also means increased risk and liability. Organizations need to engage in risk assessments and deepen their understanding of what it takes to keep your family of organizations safe. Join Deborah Barron, Executive Director at New Left Accelerator and The Capacity Shop for an insiders perspective.

Who Should Attend? This webinar is targeted at Operations Staff and Executive Directors responsible for compliance with lobbying rules.


Beyond 501(c)(3)’s: Navigating the In’s and Out’s of Organizational Structures

What other entities are organizations looking to establish to further their power-building work? Join Amalgamated Bank and NLA/TCS to share their power-building knowledge. Some nonprofits are looking beyond the 501(c)nonprofit structures. Innovative social justice organizations are opening corporate entities and building multi-entity nonprofits that use a mix of corporate, nonprofit, and PAC structures to build power. Learn more about the various types of structures available and the pros and cons of each.

Who Should Attend? This training is targeted at Operations Staff and Executive Directors responsible for compliance and operations.


Community Safety Principles Under Authoritarianism

How can we keep each other safe in times of such elevated risk? How can our organizations and leaders bring about safety without reinforcing policies and practices that fall short of our vision for a better world? Join New Left Accelerator Operations Manager and values-based community safety practitioner Shawn Fischer, to discuss frameworks for community and organizational safety. Our communities have been keeping each other safe for centuries, we will collectively ground ourselves in our struggles, while also right-sizing to the complexity of this moment. We can absolutely keep each other safe, and we can do it together!

Who Should Attend? This webinar is targeted at Organizing and Operations Staff, and Executive Directors.


Ways to Prepare for Attacks on Progressive Civil Society

Are you seeking ways to be informed and engage in the unease as a Progressive organization? The current Administration is pulling out the stops in the attacks they're pursuing against the pillars of progressive power in more and more aggressive ways. But now is not a moment to duck, cover, and hope for the best -- progressive organizations need to understand the threats they face and how best to engage. Join Cole Leiter, Executive Director of Americans Against Government Censorship, in sharing ways your organization can take an active role. 

Who Should Attend? This webinar is targeted at Organizing and Operations Staff, and Executive Directors.


Smart Banking for your Organization

How can you ensure your organization is being efficient, secure and forward thinking in your banking? Explore essential topics in financial literacy, including various account options and practical insights into safe banking. Ensure your money is secure and your organization’s funds are protected with the right banking tools and services. Learn about money and time saving options that will optimize your financial operations in uncertain times. Ideal for understanding the basics of banking and ensuring organizational financial safety. Join Maura Keaney, Senior Vice President, Director of Client Engagement from Amalgamated Bank, as she helps you build your financial confidence.

Who Should Attend? This webinar is targeted at Operations Staff and Executive Directors responsible for financial banking and security.


Cyber Safety & Security Training

This training is designed to help participants increase their security awareness around cyber and online threats, equipping teams and volunteers to protect their personal information online and respond to digital crises. This training will provide specific tools and tips to effectively defend against digital threats, and provide action steps along with insights on how you can increase your privacy both on and offline.

Who Should Attend? This webinar is targeted at Executive Directors, Organizing and Operations Staff who regularly engage in digital communications or manage sensitive information online.


Key Emergent Issue In Nonprofit Compliance: Strategic Risk Management In a High Threat Environment  

Have you wondered whether your nonprofit is at risk of an investigation?  With all the news and executive orders, it can be hard to sort through what matters. Luckily the International Center on Nonprofit Law (ICNL), has created a resource called 10 Key Issues in 501(c)(3) Nonprofit Legal Compliance: A Resource Roadmap for Public Charities.” This panel webinar will provide context around the critical issues that have recently been cited to justify investigations and other scrutiny into certain nonprofits—things like “illegal DEI,” fraud, compliance with fundraising laws, and more—and then identify tools to help organizations strengthen their legal compliance.  The goal is to help nonprofit leaders and their teams better understand the context of legal attacks on nonprofits, and point you in the right direction for considering how to take preventive steps to manage risk strategically.


Who Should Attend? This training is best suited for New Executive Directors (EDs), Senior Management, and Operations Staff. 


Rules that Apply to Your Social Media and Other Online Activities


Is your organization’s digital footprint keeping you up at night?
Over the past several years, there has been a dramatic increase in the avenues available to nonprofits to communicate their messages to an ever-wider audience. While the communication methods offered by social media may be new, the rules that govern advocacy by nonprofits have not changed.  This training is part of a series from Bolder Advocacy, a trusted NLA partner, and is offered for $60.

Who Should Attend? If your organization utilizes Twitter, YouTube, Facebook, Instagram, Snapchat, or any other social media platform, this workshop is for you!


Multi-Entity Structures: The Advantages of 501(c)(4)s


Are you 501(c)(4) curious?
As more and more organizations are utilizing various legal entities to execute their work and advance their missions, this training will provide an overview of how a 501(c)(4) organization can effectively – and legally – promote issues important to the communities we serve. This training is part of a series from Bolder Advocacy, a trusted NLA partner, and is offered for $60.

Who Should Attend? This training is best suited for New Executive Directors or EDs and staff looking to expand their reach.


On a Need-to-Know Basis: Stewardship of Sensitive Data

Do you know how to keep your sensitive data safe?  In today’s high-threat environment, it has never been more important for social justice nonprofits to develop internal practices and policies to keep sensitive data safe. As holders of sensitive data on critical topics like immigration status and reproductive justice, social justice nonprofits need to develop new ways of managing their data to keep their info, secrets, and data only available to those who need it. Join NLA/TCS and the Digital Defense Fund in this engaging workshop that will explore essential concepts of data privacy, security, and ethical handling of information, addressing the unique challenges faced by mission-driven groups. Participants will learn best practices for data collection, storage, and sharing.

Who Should Attend? This panel is designed for Operations Staff, Executive Directors, leaders, and organizers looking to keep their data safe. 


Risk Strategies for Field Practitioners: Navigating Closing Civic Space

Is your organization ready to respond to the global trend of shrinking civic space? Join us for a timely workshop on strategies for navigating closing civic space. Around the world, civil society organizations are facing increased restrictions, political pressure, and threats to their legitimacy. A vibrant civil society operating in an open civic space is the foundation of a healthy democracy. As anti-democratic actors deploy coordinated tactics to erode civil liberties, civil society must adapt and respond with resilience and strategic clarity. This session will draw from Keseb’s U.S.-focused resource and transnational research. ​​Join NLA/TCS and Keseb, who will offer actionable insights and share relevant cases and examples for organizations navigating the closing of civic space.

Who Should Attend? This workshop is ideal for organizational leaders and staff from nonprofits, advocacy groups, and coalitions working to advance democracy, human rights, and civic engagement.


Building and Evolving Pro-Democracy Civil Society Coalitions

Is your organization equipped to build and sustain impactful pro-democracy coalitions in today’s civic landscape? Join Keseb, a nonpartisan, pro-democracy nonprofit building a vibrant transnational civil society ecosystem, for a practical workshop on strategies for navigating closing civic space. This session will offer honest reflections on building, maintaining, and (when necessary) retiring coalitions - especially in the democracy field. While coalitions are a critical model across political contexts, few resources exist that directly support coalition-building within civil society. Learn why strategic collaboration is essential and how to do it effectively. Gain insights from global pro-democracy coalitions and explore how collective action can strengthen your organization’s impact. ​​Join NLA/TCS and Keseb as they discuss strategies for collective action and share lessons about how to do it well, sharing lessons from pro-democracy civil society coalitions across the globe.

Who Should Attend? This workshop is ideal for organizational leaders and staff from nonprofits, advocacy groups, and coalitions working to advance democracy, human rights, and civic engagement.


Managing Liability With Insurance and D&O In Multi-Entity Nonprofits: 101

Worried about liability but unsure what insurance or if your multi-entity organization can obtain coverage? Learn the basics of insurance and Directors & Officers (D&O) coverage with a focus on the unique needs of 501(c)(3) and multi-entity organizations. This session will break down key terms, clarify common misconceptions, and offer a realistic framework for managing liability without panic. We’ll also explore special coverage considerations and the evolving insurance landscape to help you make informed, confident decisions. Join NLA/TCS and Relation Insurance to discuss the various options to help you manage liability.

Who Should Attend? This training is targeted at Operations Staff, Executive Directors, leaders, and organizers responsible for decision-making.


Evolving Community Safety: Practical Physical Safety Strategies for Organizations & Individuals 

How can organizations and individuals stay physically safe in an era of rising threats and growing authoritarianism? Organizations are being confronted by a number of both new and novel risks to physical safety; some longstanding, others newly emerging in a rapidly shifting social and political climate. Building on the foundation of Principled Community Safety, we will look at practical strategies for organizations and leaders to deepen their physical safety. Join NLA/TCS for a conversation on navigating safety in a time of increasing Authoritarianism.

Who Should Attend? This training is targeted at Organizing and Operations Staff and Executive Directors.


Data Retention Policies: Strategically Managing Risk Through Proper Management of Sensitive Data

Does your family of organizations have a data retention policy in place to help manage risk? Data retention policies are crucial for nonprofits and help to ensure compliance with legal obligations, protect sensitive data, and maintain organizational efficiency. They also enhance transparency, build trust with stakeholders, and allow for better decision-making. Join NLA/TCS and the Digital Defense Fund for an overview of how to develop data retention policies that will help your family of organizations protect sensitive data from breaches by outlining how long data should be kept and how it should be disposed of.

Who Should Attend? This training is targeted at Organizing and Operations Staff and Executive Directors.


Strategic Risk Management Series: Risk Profile

Do you understand your organization's risk profile?  In today’s high-threat environment it has never been more important for nonprofit leaders to take the initiative to assess areas of risk related to bold power building work. In this webinar, the NLA team will share a framework for thinking about risk assessing your risk profile. Join NLA for this engaging overview which will provide practical strategies and tools for strategically managing risk.

Who Should Attend? This training is targeted at Operations Staff and Executive Directors responsible for risk management. 


Data Retention Policies: Strategically Managing Risk Through Proper Management of Sensitive Data

Does your family of organizations have a data retention policy in place to help manage risk? Data retention policies are crucial for nonprofits and help to ensure compliance with legal obligations, protect sensitive data, and maintain organizational efficiency. They also enhance transparency, build trust with stakeholders, and allow for better decision-making. Join NLA/TCS and the Digital Defense Fund for an overview of how to develop data retention policies that will help your family of organizations protect sensitive data from breaches by outlining how long data should be kept and how it should be disposed of.

Who Should Attend? This training is targeted at Organizing and Operations Staff and Executive Directors.


Strategic Risk Management Series: Risk Tolerance 

Do you understand your organization's risk tolerance?  In today’s high-threat environment it has never been more important for nonprofit leaders to take the initiative to assess areas of risk related to bold power building work.  In this webinar, the NLA team will share a framework for thinking about risk assessing your organizations tolerance for risk - balancing your risk profile with a plan to mitigate high risk activity.  Grounded in a values-based approach to risk, NLA will provide practical strategies and tools for strategically managing risk.

Who Should Attend? This training is targeted at Operations Staff and Executive Directors and ohter staff  responsible for risk management. 


For-Profit Corporate Structures: Choosing the Right Legal Structure 

Are you considering adding a for-profit entity to your family of nonprofits? Innovative social justice leaders are considering using for-profit corporate structures to build power, generate revenue, and manage risk. Join us for an engaging conversation with NLA and legal counsel Roger Pollak of Bredhoff & Kaiser to discuss the differences between and pros and cons of the most common for-profit corporate structures. Participants will leave with an overview of common for-profit legal structures and discuss the implications of liability, taxes, revenue, and governance for each type of entity. We will also provide examples of innovative nonprofits currently using for-profit corporate structures.

Who Should Attend? This webinar is designed for nonprofit leaders (ED, Operations, Board Members, and senior staff) who are considering utilizing a for-profit corporate structure to build power and accomplish their mission.