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Partnerships and Mergers: Doing your due diligence

November 12, 2020 @ 11:00 am - 1:00 pm EST



After identifying potential organizations for a partnership or merger, you need to carry out an assessment of the organization in order to determine your compatibility and identify any risks. In this session we will walk through the top ten areas to be researched when contemplating a potential partner.

We start with a detailed evaluation of your own strengths and weaknesses, and then delve into an assessment of the following areas:

  • Cultural and mission fit
  • Programs Review: activities, resources and areas of overlap
  • Financial strength
    • Potential liabilities including obligations such as debt, leases, etc.
    • Funders, including any overlap or restricted grants etc.
    • Internal Systems – Fiscal, IT, development, databases
  • Communications and marketing capacity
  • Governance and management
  • Policies and Procedures
  • Legal issues

Pre-work required: Prepare a SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats) for your organization. And if you want to get ahead of the game… prepare a future-looking SWOT for the combined efforts of you and the partner organization.


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].


November 12, 2020
11:00 am - 1:00 pm EST