1. Safeguarding Your Nonprofit: Documenting Meetings, Taking Effective Minutes, and Maintaining Necessary Records

Safeguarding Your Nonprofit: Documenting Meetings, Taking Effective Minutes, and Maintaining Necessary Records

Safeguarding Your Nonprofit: Documenting Meetings, Taking Effective Minutes, and Maintaining Necessary Records
Event ID: 40100
Session ID: 14070

Duration: 90 minutes including question and answer session.
Presenter(s): Lynn Ivey, nonprofit consultant
Price: $299.00, 
On-Demand includes full audio presentation, question and answer session, and presentation slides.
Who Should Attend? CEOs, executive directors, board members, volunteer managers, HR managers, program managers, supervisors, department heads, outreach & education managers

Every nonprofit should be keeping accurate, up-to-date, and comprehensive records. In the event of an audit, investigation, or legal action this is the only way to demonstrate that your board, executive director, and employees are all operating within the limits of the law. Many nonprofits, however, don’t understand the importance of documenting their meetings and decisions in writing. Board meetings, committee activities, and management reports are all critical to the nonprofit’s ability to demonstrate their decision-making process, adherence to board policies and bylaws, and to meeting state and federal requirements. With increased IRS, attorneys general, and general public scrutiny, demonstrating compliance has never been more important.

But, how do you design and manage the meeting and documentation process? What is important to do–or not do? How do you impress upon your board members the necessity for a legal paper trail to protect your board, your nonprofit and your clients? What is the best way to demonstrate that your all-volunteer board is fulfilling their fiduciary duties–as well as the duties of care and loyalty? Please join Lynn Ivey, nonprofit consultant, as she explores key strategies and steps to take to hold effective meetings, document actions taken by the board, and maintain records to safeguard your nonprofit.


Just a sampling of what this webinar will cover:

  • Understand what records are important and how to organize them
  • Discuss ways to design effective and productive meetings
  • Review steps for before, during and after your meetings
  • Consider best practices for taking minutes and recording decisions
  • Understand how to document special meetings
  • Identify ways to take action by “written consent”
  • Find ways to get help for special circumstances
  • Review a sample of state variances of key requirements
  • Review practical tips, sample forms and special tools


Your conference leader for “Safeguarding Your Nonprofit: Documenting Meetings, Taking Effective Minutes, and Maintaining Necessary Records” is Lynn Ivey. Lynn is a consultant, trainer and speaker for nonprofits throughout the US. Her nonprofit experience spans more than 20 years and includes senior executive and leadership positions with healthcare, education, and family support/intervention programs. Her roles have been diverse including: administrator of one of South Carolina’s largest nonprofit hospice programs, director and coordinator of volunteer programs, personnel manager, social worker, staff trainer, clinical instructor, and preschool director. Lynn is a licensed social worker and long-term care administrator with a strong passion for building stronger communities. Because of her wealth of first-hand experience, both in senior nonprofit executive and volunteer positions, she is a sought-after speaker and has been invited to present at national, state and regional events and conferences. In addition to her professional work, she also has a wealth of volunteer experience including: women’s shelters, a theater company, U.S. Navy Family Service Center, and scouting. She has also held volunteer positions serving on the National Council of Hospice and Palliative Professionals CEO Steering Committee, South Carolina Department of Health and Environmental Control Cancer Control Advisory Committee, and the South Carolina Association of Residential Care Homes Board of Directors, to mention only a few.

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