Andrea Ortega, the Founder and CEO of Palante Nonprofits, has structured her company to aid nonprofit organizations with strategic planning, offering implementation guidance and customized training programs in English and Spanish. In a conversation with May Harris, Esq., MA, Andrea will explore various topics, including transitioning grassroots nonprofits into scalable entities. Maintaining a strategic plan that is both visionary and realistic is of utmost importance. The efficacy of your nonprofit's strategy can be assessed by the data collected to support it, indicating whether your goals have been achieved. With advancements in technology, there are now tools available to assist nonprofits. AI can even aid in crafting strategic plans, while Google provides tools to keep your team updated in real time. Stay tuned for this timely and crucial information pertinent to your nonprofit endeavors.

Trevor Blair, the founder of Blair Search Partners, joins May L. Harris, Esq., MA today on the Nonprofit Counsel podcast to discuss how to find the right people to help your nonprofit grow. Are all your preparations in order before commencing the hiring process? Where do you source your candidates from? How is your hiring process structured? Do candidates feel appreciated throughout the process, even if they're not selected? What organizational culture are you asking potential hires to leave their current positions for? Trevor answers these questions and others on today's episode.

Mike Gellman, the founder of High Five Career Coaching, specializes in collaborating with nonprofit executives and leaders for them to reach their full potential. In this conversation, Mike and May Harris, Esq., MA, explore the essential qualities needed for effective nonprofit leadership and discuss the available resources to support these executives.

Danika Mendrygal, CEO and founder of Mendrygal Law firm joins May Harris to discuss public charities vs private foundations.

Genevra Williams, an attorney practicing at Mendrygal Law in Dallas, Texas, specializing solely in representing tax-exempt organizations, joins May Harris to explore the Form 990 and its different iterations.

Is your nonprofit progressing toward achieving its mission? Is it ensuring long-term sustainability? Our host May Harris discusses these crucial matters with David J. O’Brien and Matthew D. Craig, coauthors of "Building Smart Nonprofits, a Roadmap to Mission Success."

Rick Dahlseid, who serves on the Executive Management Team of PBO Advisory Group leading the Nonprofit Division, presents an interesting acronym to our host May Harris that he shares when teaching nonprofit financial management courses at UCSD.

May is excited to visit with Gene Takagi, the founder of NEO Law Group in San Francisco and a prolific writer for the Nonprofit Law Blog. During their conversation, they delve into the nuances of California nonprofits, exploring the differences between adhering to state laws versus federal regulations.

May is joined by Jacob Zerkle, a dedicated attorney in the nonprofit sector employed at Michael Best and Friedrich.