Board Roles and Responsibilities, the Basics and Beyond

Join us and find out how a strong board can help your organization survive and thrive.  Donations are down and need is up. We are in an evolving economy. The IRS has changed its reporting requirements. Engage your board in understanding their legal responsibilities and their critical role in advancing your organization's mission. Bring your entire board.

AGENDA
8:30 - 9:00 Anne Nokes, presenter
Recruitment and Orientation: a thoughtful approach to building a strong board
9:00 - 11:00 Anne Nokes, presenter
Bylaws: why it's important to know what they are and how to use them
Policies: set the standards for the organization and protect everyone: board, staff, volunteers and clients
Effective Planning: long range goals and ways to get there
Mission Statement: the guiding principle for the organization and all its activities
11:15 - 12:30 Leslie Oakes, presenter
Fiscal Management and Oversight: how to read Financial Statements and recognize red flags
Compliance Reporting: the board's legal responsibilities to ensure the organization is in compliance with all regulatory agencies

12:30 - 1:00 Lunch

1:00 - 2:30 Pamela Chavez, presenter
Fundraising and Resource Development: the board's role
Promoting the Organization: use every opportunity to bring attention to the good work of the organization
2:45 - 3:30 Tambra Nash, presenter
Insurance Needs: what you need to know to protect yourself and your personal assets
3:30 - 4:00 Anne Nokes, presenter
Executive Director Evaluation: the board's role in evaluating and supporting the work of the Executive Director
Q&A

Fees: $50, Lunch included; 2 participants $90; 3 participants $120; 4 or more $140