Management Essentials Virtual Training and Cohort

Develop Better Managers — and a Stronger Leadership Network

Great managers don’t just happen — they’re developed with intention, practice, and the right peers around them. Strong managers ensure the work gets done, your people stay and grow, and your clients, consumers, students, patrons, and donors are served.

That’s why Charitable Advisors is partnering with Jeremy York and InvigorateHR to offer a six-session Management Training Series designed specifically for nonprofit professionals who are ready to lead with more confidence and impact. Most nonprofits don’t have 20 managers ready for in-house training so this provides a chance to buy 1-2-3 slots of a high-quality, professional training, for your managers who will benefit right now.

Enroll now, this cohort begins in August and runs monthly through January 2027.

Connect with Other Managers

This six-session experience goes beyond traditional training. It’s a cohort of nonprofit professionals who will grow together over six months — learning practical management skills while building relationships with peers facing the same real-world challenges. Participants will have the opportunity to meet one another in informal, in-person gatherings at the beginning and end of the series, turning this experience into a true leadership network — not just another webinar series.

Why This Format is Different

• Most trainings are one-and-done. This is a 6-month leadership experience.
• A consistent cohort of peers learning together over time
• Interactive sessions focused on real-world application
• Practical tools managers can use immediately
• Informal in-person gatherings to deepen relationships
• A trusted network that continues beyond the final session – meeting in-person, before and after the series.

Your managers will leave with greater confidence and capability:

• Strengthen their management style using DiSC
• Improve hiring and onboarding practices
• Navigate conflict with confidence
• Build accountability and high-performing teams
• Deliver feedback that drives results

Enrollment is intentionally capped at 25 participants to ensure a high-quality, relationship-driven experience. (The curriculum and schedule are listed below)

The result? Your organization is stronger
Stronger managers. Healthier teams. And a new network where your managers and organization can continue to learn and collaborate.

Reserve your spot today – Early Bird pricing ends June 15
If you’re ready to invest in your managers — and connect them to a community that will support their growth long after the sessions end — we invite you to join us. Reserve your spot today

Curriculum, Dates, and Presenters

Session 1: Your Management Style
Using the DiSC behavioral assessment, participants examine their own communication and leadership tendencies and develop strategies for connecting more effectively with their team.

Session 2: Interviewing and Onboarding
From assessing cultural fit to applying the STAR interviewing model, participants learn how to hire well and onboard in a way that drives early engagement and retention.

Session 3: Conflict Resolution
Participants explore the root causes of workplace conflict, the role emotional intelligence plays, and practical strategies to reduce tension and restore productivity.

Session 4: Inspiring a Results-Driven Environment
Managers learn how to set clear expectations, leverage the SMART goal framework, and build a team culture where accountability and core values drive results.

Session 5: Delivering Performance Feedback
Using a structured performance improvement process, participants practice addressing their most challenging employee situations in a way that motivates rather than deflates.

Session 6: Engaging Your Team
The series wraps up with a focus on team dynamics — applying the DiSC model to strengthen relationships, tackle common team challenges, and sustain a high-performing culture.

Schedule