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The Triangle Nonprofit & Volunteer Leadership Center

Training Information

Read below to check out descriptions of our upcoming trainings!

June Monthly Nonprofit Training

How To Establish An Investment Policy Statement for Nonprofits

This presentation seeks to inform nonprofit organizations about the purpose and need for an effective Investment Policy statement for their organizations and how this can benefit agencies.

Learning Objectives

By the end of this session, you will understand:

    • The purpose of an Investment Policy Statement
    • The key elements of an Investment Policy Statement and how they relate to compliance
    • How an effective Investment Policy Statement can attract new donors.
    • The relationship between a nonprofit organization’s bylaws, fiscal policy, and the Investment Policy Statement.

Presented by Perry Cabean, Managing Member, Grand Street Capital Management, L.L.C.

Perry Cabean GrandStreetCapital-006-HiRes

June 12th, 2025
2:00 PM - 3:00 PM EST

FREE

Mr. Cabean has more than 29 years of professional investment management experience. Prior to founding Grand Street Capital Management in 2009, Mr. Cabean had worked as a financial advisor at Merrill Lynch, and as a portfolio manager for Wachovia Bank, Comerica Bank, and Wilmoco Capital Management respectively. At Wachovia Bank, Mr. Cabean was responsible for managing $271 million in his book of accounts. While at Comerica, Mr. Cabean had discretionary authority for $107 million in investment assets under management. The investment team at Wilmoco Capital Management grew from $5 million to $150 million in assets under management during his tenure. Mr. Cabean holds a Bachelor of Arts degree in Sociology from the University of Michigan, a Master of Business Administration degree in Finance from Bowling Green State University.

July Monthly Nonprofit Training

AI for Volunteerism: Reducing Burnout, Increasing Engagement

This session explores how generative AI can help volunteer-driven organizations save time, improve engagement, and reduce burnout among staff and volunteers. Participants will learn practical, ethical ways to apply AI to recruitment, communication, and program delivery.

Learning Objectives
At the end of this session, participants will be able to:

    • Describe how AI can support volunteer management and reduce staff/volunteer burnout.
    • Identify 2–3 volunteer program tasks that can be improved or automated with AI.
    • Draft a simple AI use case for volunteer recruitment or engagement.
    • Understand ethical considerations when applying AI to volunteer communications.
    • Outline next steps for testing AI tools in a volunteer-centered organization.

Presented by Shereese Floyd, Founder, A.I. Consultants for Nonprofits

Shereese (Reesy) Floyd Official (2)

July 10th, 2025
9:00 AM - 10:00 AM EST

FREE

Shereese Floyd is the founder and CEO of AI Consultants for Nonprofits (AICN), which equips nonprofits, schools, and government agencies with accredited AI certification, training, and consulting. AICN helps organizations upskill teams, reduce burnout, and strengthen credibility by certifying internal experts without adding extra work or relying on outside consultants. Shereese advocates for organizations to own their AI literacy by certifying internal team members as resident experts. Shereese advocates for organizations to own their AI literacy by certifying internal team members as resident experts. Shereese’s clients have secured over $600K in AI-written grants and saved $300K annually in staff time. She’s been named one of 100 Women to KNOW in America, one of the 50 Most Dynamic Women in Charlotte, and is listed in Who’s Who in Black Charlotte. Learn more at aiconsultantsfornonprofits.com.

July TRIAVA Training

Ignite the Spark: Energizing Your Volunteer Program

This interactive session will focus on reimagining your volunteer program

Including items such as:    

  • Laying out your mission and vision for your volunteer program 
  • Using as a marketing,  recruiting and selection tool for specialized volunteers
  • Building the relationship between volunteers and the community you serve
  • Presenting program metrics and evaluation
  • Engaging staff, volunteers and clients in your volunteer program with an eye to fostering commitment

This meeting is FREE for TRIAVA Members. If you are not a TRIAVA member, after registration go here to pay your $29 fee (https://bit.ly/TRIAVAclassfee) or go here to join TRIAVA (https://bit.ly/TRIAVAinfo)

Presented by Daniel Janssen

Thursday, July 24, 2025
10 AM - 11 AM EST

FREE for TRIAVA members, $29 for non-members

Daniel is an accomplished international human resource executive with over 30 years of experience in the design, implementation and management of global human resource programs working for US Government, United Nations, and international nonprofit organizations. 

Daniel served as the Director Human Resources with the Peace Corps and the Head of Recruitment for the Organization for the Prohibition of Chemical Weapons. He has lived in Chapel Hill for over 15 years working for nonprofit organizations (RTI International, The Nature Conservancy, IPAS), serving on various Board of Directors, and volunteering his services.   

Daniel has a B.A. in political science and history from Macalester College. He studied international and public administration at the Maxwell School for Citizenship and Public Affairs at Syracuse University, and completed an executive development program at George Washington University. 

Stay Tuned for More Upcoming Trainings