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Partnerships and Mergers: Choosing a partner wisely

October 22, 2020 @ 11:00 am - 1:00 pm EDT



Even before the pandemic struck our shores, responsible nonprofits were actively looking for ways to create impact in sustainable ways. Choosing the right partners to help you do so is critical to making this possibility a reality.

In this first part of our two-part series on Partnerships and Mergers, we will cover topics such as:

  • The spectrum of partnering options
  • How to identify viable areas for partnering using three internal assessment tools
  • The overall process and requirements for effective partnering
  • How to work with stakeholders to progress selective collaboration opportunities
  • How to analyze the external landscape, including those you serve, intend to serve, and how we partner with an eye towards Diversity, Equity, and Inclusion (DEI)
  • The key elements to be considered in benchmarking potential partners.

In order to make the most of our time together, we will provide some pre-read materials and ask the participants to bring with them a completed Program Portfolio Assessment Worksheet that we will provide one week prior to the session. We will also reserve the last 30 minutes of our session for specific organization challenges. Think of it like “office hours” that includes learning from each other as well.


Robin Yates specializes in the areas of strategic planning, developing partnerships, program design and implementation, plus team and executive coaching . In her work as a nonprofit consultant, she is known for engaging, facilitated sessions that allow teams to collaborate effectively using tools and techniques from her experience both in the for-profit and not-for-profit worlds. Prior to starting her business in 2014, Robin spent 26 years at IBM, where she executed acquisitions and divestitures, negotiated outsourcing agreements, managed diverse teams, helped launch new businesses, and managed a leading brand for the company. A certified Women Business Enterprise with the city of New York, Robin now focuses solely on nonprofits and government agencies working to improve healthcare, social justice, and the environment. She most recently served on the board of the Berkshire Kripalu Community, and has previously served on the boards of Denver Partners and Colorado Women’s Employment and Education. Robin received her BS from Vanderbilt University, an Executive MBA from the University of Colorado, and a Certificate in Arts Administration from NYU.

Tonia Papke has been affiliated with the Support Center for over 20 years as a consultant, interim financial officer and workshop facilitator. She has over 30 of international and domestic experience in the areas of financial analysis and management, strategic and business planning, treasury management and outsourced CFO. She has served as CFO for almost two dozen nonprofit organizations throughout the NY metro area and has worked with domestic and international nonprofits to create and implement strong internal controls, install nonprofit fund accounting systems, create financial reporting systems, and develop investment policy statements. She has had successful client engagements through the Support Center including but not limited to New Jersey Community Capital, Helen Keller Services for the Blind and SCAN. She leads workshops on financial issues including budgeting, financial statements, audit preparation and investment policy statements. She has been an adjunct professor at Adelphi University, Columbia University, and New School for Social Research. She holds an MBA from Columbia University Business School, an MS in Urban Planning from the Columbia University Graduate School of Architecture, Urban Planning, and Historic Preservation and a BA from Macalester College. Tonia Papke is also a CERTIFIED FINANCIAL PLANNER®, providing expertise in investment management and retirement plans to nonprofit organizations and individuals.

If you have questions or are having trouble using a discount code for one of our workshops, please contact workshops@supportcenteronline.org.

Registration is required. Please be advised that by registering for this event, unless we hear from you otherwise, we will include you as part of our regular electronic mailing list. Please also be advised that the event may be recorded or photographed by Support Center for Nonprofit Management (Support Center). By enrolling for this event, you hereby: (1) give consent for Support Center or any third parties to use your photograph or image in its print, online and video publications; (2) release Support Center, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you. To revoke this waiver, please email Operations Associate, Gabriela Barria, at [email protected].


October 22, 2020
11:00 am - 1:00 pm EDT
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