Learning Sessions

Nonprofit Strategic Restructuring

Two regional Learning Sessions on the principles and practices of strategic restructuring, including nonprofit alliances, joint ventures, mergers, and other forms of partnership are available for nonprofit organizations in San Mateo, Santa Clara, San Benito, Santa Cruz, and Monterey Counties, supported by the David and Lucile Packard Foundation, the Sobrato Family Foundation, Community Foundation for Monterey County, Community Foundation Santa Cruz County, Monterey Peninsula Foundation, and La Piana Consulting.

Nonprofit organizations face unprecedented challenges and opportunities as they look to the future. This Learning Session will provide organizations a general introduction to strategic restructuring and the possibilities for mergers, joint ventures, back office consolidations, and other partnerships to strengthen their work, as well as illustrate models of successful partnerships which others can emulate.

Nonprofit executive directors or CEOs are strongly encouraged to attend with their board chair or another board representative. Board/CEO pairs will be given priority for admission. All those who were confirmed to attend May 1 will be guaranteed a space for October 1, but must still sign up using the registration link below.

For nonprofits in Monterey, Santa Cruz, and San Benito Counties

Thursday, April 23, 9:00 a.m.-12:30 p.m.
National Steinbeck Center, 1 Main Street, Salinas


For nonprofits in Santa Clara and San Mateo Counties

October 1, 2015 9:00 a.m.-12:30 p.m.
Sobrato Center for Nonprofits (Redwood Shores) at 350 Twin Dolphin Drive, Redwood City


Sign up early; space is limited!

Featured Speakers and Panelists for April 23 include: Irene Wong, Local Grantmaking Director, The David and Lucile Packard Foundation; Dan Baldwin, President/CEO, Community Foundation for Monterey County; Christina Cuevas, Program Director, Community Foundation Santa Cruz County, Mary Gunn, Director of Philanthropy, Monterey Peninsula Foundation; Mary Adams, President and CEO, United Way Monterey County; Reyes Bonilla, Executive Director, Shelter Outreach Plus; and Michelle Williams, Executive Director, Arts Council Santa Cruz County.

Featured Speakers and Panelists for October 1 include: Carol Larson, President and CEO, The David and Lucile Packard Foundation; Rick Williams, Chief Executive Officer, The Sobrato Family Foundation; Arne Croce, Executive Director, Peninsula Family Service; Dawn Kruger, Chief Executive Officer, Big Brothers Big Sisters of the Bay Area; and Nora Sobolov, Executive Director, JobTrain.

For each event, the program will feature a keynote by David La Piana, a veteran of more than 100 mergers and the author of the most widely used resources on the topic. David will frame the topic, describe the options for partnerships, and review the pitfalls that can prevent nonprofits from moving forward to success. A panel of local nonprofit leaders will share their first-hand experiences with strategic restructuring, followed by audience Q&A. Participants will come away with a solid understanding of the principles and practices of mergers and other forms of partnership, including when they are appropriate, and the keys to success.

In addition, through a grant from the David and Lucile Packard Foundation, registered attendees will be eligible to apply for one of a limited number of no-cost assessments where, using the Strategic Restructuring Assessment Tool, and supported a La Piana Consulting expert, they will examine the needs, desires, concerns, and opportunities that might lead them to explore a partnership with one or more other nonprofits. Details about this opportunity will be shared at the Learning Sessions.


We look forward to seeing you there!

Questions may be directed to Melissa Mendes Campos at La Piana Consulting campos@lapiana.org