Chapter Advancement Track (OCA National Convention)

  • Thu, June 27, 2019
  • 10:00 AM - 6:00 PM
  • Houston Marriott Westchase, 2900 Briar Park Dr, Houston, TX 77042

This session is for those members of OCA Chapters who are focused on developing and growing their chapters. It is highly recommended that active board members or chapter members, who will be organizing local efforts for the 2020 Census and GOTV, to attend. Register here!


10:00 - 11:30 AM

Programs Development: Citizenship, Youth, Films


Hear from OCA program coordinators as they share the programs they have created nationally and locally. Andrew Lo, our Youth Program Manager, and Melodie Lew, who manages the Speak and Lead program from OCA-San Mateo, will discuss ways you can implement youth programs into your chapter.

Tips for Nonprofit Financial Success


Learning objectives:

1) Understand accounting issues specific to nonprofit organizations,

2) Discuss key pieces of financial information that (should) matter most to nonprofit leaders, and

3) Review the monthly and yearly things to do to satisfy financial responsibilities of non- profits.

Speaker: Teresa Henderson

11:30 - 12:15 PM

Chapter Surveys: Do You Know Your Membership? (Working Lunch)

Room: Briarpark 123

Greg Jung, the OCA VP of Membership Services, will discuss OCA National's plans on introducing surveys for our chapters. These surveys are intended to gather information and data on our membership demographics and how chapters can use this information to plan ways to further engage their membership.

12:30 - 1:45 PM

Grant Writing Funds Development

Room: Briarpark 123

How can chapters build capacity and introduce programs to their members? More funding! Hear from fundraising experts and how they have found and applied for grants for their local organizations. We will focus on the specifics of grants and how chapters should focus their applications on already planned programs/development projects.

Speakers: John Stuart, Development Director

Virginia Ng, VP of Finance, OCA Executive Council

12:30 - 1:30 PM

Voting Laws and Nonpartisan Civic Engagement

Room: Richmond 23

This training for will cover best practices and things to think about for your voter registra tion, GOTV, and voter education activities, as well as particular issues faced by AAPI voters, particularly in the context of language barriers for voters with limited English proficiency. It will review areas where you need to know the legal requirements in your state for voter registration and voting, including how to vote – i.e. in person, early, or by mail, so you can educate your communities and get them out to the polls. The training will also review some best practices for appropriate 501c3 civic engagement.

Speaker: Michelle Kanter Cohen, Fair Elections Center

1:45 - 5:30 PM

State Voices VAN Training

Room: Richmond 23

For anyone who wants to run an organizing, direct voter contact, or Get Out The Vote Campaign, then knowing how to use and manage data are critical to success! Bring your laptop and join us for this hands on training of what is VAN and how to use it more effectively. Create Lists, Map Turf, Building Scripts, Walk Lists, Data, and Reporting. Better utilize limited resources with targeting.

Speaker: Sarah Vernon, State Voices

2:00 - 3:30 PM

Non-Profit Governance and Organizational Behavior: the roles of the CEO/ED and the Board Chair

Room: Briarpark 123

Learn the best practices of board governance and organizational ethics to help your nonprofit develop the foundations needed to strategically plan for a financially and programmatically strong organization.

Speaker: Elliot Gershenson and Andy Hoffman, Gershenson Consulting, LLC

3:45 - 5:30 PM

Affirmative Action (Chapters Only)

Affirmative Action has been a cornerstone civil rights program for the advancement of Asian Americans and women in higher education. Despite its benefits and a majority of Asian American and Pacific Islanders (AAPI) supporting these programs, some Asian Americans argue that affirmative action discriminates against Chinese students from getting into Ivy League schools. In this convening, invited guests will join OCA to better understand anti-affirmative action efforts and develop a national strategy to combat such efforts. This is closed session for OCA members only.

2:30 - 5:30 PM

Media Training (Chapters & Invite Only)

Room: Westchase 12

As advocates who get called on by media or as advocates who reach out to media, it is imperative that organizations and their staff/volunteers understand how to communicate with media effectively to clearly convey messages and maintain consistency of the dialogue. This is a hands on training workshop for community advocates working on Census 2020 and other issues related to immigration and the current US trade war with China. This is a closed session for OCA members & Invite only

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