Duration: 5 DLs, approximately 60 minutes each.
Presenter(s): Sandra K. Pfau Englund, attorney at law; Lynn Ivey, nonprofit management consultant; Linda Lysakowski, ACFRE, fundraising consultant
Price: $999.00. Price includes full audio presentation and presentation slides. On-Demand may be distributed to individual board members so that they can train on their own time.
Who Should Attend? Board members and executive directors
A productive board of directors is key to achieving your nonprofit’s mission. In addition to their fiduciary responsibilities, board members are your representative to the community, attracting volunteers, publicity, and most importantly fundraising dollars. Board members also serve administrative roles such as strategic planning and budgeting and ensure that your operations can be carried out smoothly. While your board members all have impressive backgrounds, they may not be familiar with the responsibilities of being a board member. In fact, they might not even be that familiar with the unique work that you do. Your task is to bring your board up to speed as quickly as possible and to make sure the entire board is aligned when it comes to the direction you want to head.
In order to ensure that new and experienced board members are equipped to work cooperatively towards your mission, they require training. Unfortunately, you’re busy managing your day-to-day operations and lack the resources to take on such an endeavor; and your board members – having joined at different points or sometimes even missing meetings – don’t necessarily have additional time to devote. Furthermore, you simply can’t dedicate limited meeting time to training when there’s so much mission-oriented work to accomplish. Without adequate training, however, you are potentially wasting a valuable resource – a cohesive, directed board whose members are well-versed in the important work you do. The Nonprofit Board of Directors Training Series is that alternative you need: five self-paced DLs covering the major duties of board membership. With this convenient program, board members will receive the training they require on their own time, saving valuable meetings for the actual work you want to accomplish! Topics covered include:
- Board Member Fundamentals: Roles and Responsibilities
- Financial Fundamentals for Board Members
- Fiduciary Responsibilities of Board Members
- Ensuring Sustainability Through Strategic Planning and Evaluations
Simple to follow as stand-alone modules or as a series, you can prioritize the order in which the topics are assigned. And given the succinct format, you can be confident that the content is manageable and you are not over-tasking already busy professionals. Either way, you’ll know that when they’re finished, your board members will have received the requisite training, will share the same knowledge as their colleagues, and will be better prepared to handle the responsibilities that come with being an effective member of your organization’s board of directors.
WHAT THE NONPROFIT BOARD OF DIRECTORS TRAINING SERIES INCLUDES
The training series includes five separate DLs, each comprised of a full audio presentation and easy-to-follow presentation slides. The g DLs may be distributed to each of your board members for independent use. The areas we cover include:
- Board Member Fundamentals: Roles and Responsibilities
Nonprofit organizations encompass a wide range of services, missions, values, budgets, size and scope. While their purpose and how they accomplish their work varies, the roles and responsibilities of their board members share many commonalities. This session focuses on the obligations board members have and the opportunities to use their time and talents to lead their nonprofits to success.
- 10 basic roles and responsibilities of board members
- Understanding the nonprofit governance process and structure
- Key competencies for sharing your nonprofit’s story
- Board-chief executive relationships
One of the most important roles nonprofit board members have is that of providing responsible financial oversight and ensuring adequate resources for their organization. This means that each board member must understand and keep track of the budget, cash flow, reserves, and long and short range needs, and also ensure acceptable accounting practices are in place. This session focuses on key aspects of safeguarding the economic engine including:
- Board and staff responsibilities and roles
- Defining accounting terms and processes
- Understanding basic financial reports
- Using financial knowledge for operational planning and budgeting
- Recommendations for establishing budget guidelines, priorities and goals
A key responsibility of every board member is not only participation in the organization’s fundraising and related activities but also elevating such efforts in order to further the nonprofit’s mission. This involves developing and implementing skills relating to:
- Community involvement
- Working with local businesses and individual donors
- Identifying fundraising sources and creating donors
- Event planning
- Strategic fundraising methods
Board members have broad fiduciary responsibilities to the organization and its beneficiaries. A comprehensive understanding of such duties is paramount to ensuring that sound practices are in place. Examples of the topics that are covered include:
- Duty of Care, Duty of Loyalty, and Duty of Obedience
- Adherence to applicable laws
- Director and officer liability insurance
- Policy development
- Implementing effective internal controls
Nonprofit board members are responsible for setting the strategic direction for their organization and ensuring that the activities carried out support and advance the mission. Effective strategic planning requires timely and accurate information as to what the organization is doing well – and what needs attention. Planning and evaluation is not an annual event for successful nonprofits. Instead, it is woven into its ongoing governance activities. This session examines core competencies necessary to fulfill these responsibilities including understanding:
- The value of a strong mission and purpose
- How to develop the organization's roadmap to success
- What strategic planning is and why it is critical
- The importance of evaluation as part of the strategic planning process
- Strategies for choosing performance measures that provide you with the information needed to make decisions
THE NONPROFIT BOARD OF DIRECTORS TRAINING SERIES SPEAKERS
The Nonprofit Board of Directors Training Series is conducted by three highly qualified professionals with decades providing management services to nonprofit organizations across the country.
Sandra (Sandy) Pfau Englund is the founder and managing partner of Pfau Englund Nonprofit Law, P.C. In addition to being an attorney with more than 20 years’ experience assisting nonprofit organizations in a wide range of areas she has also served as a manager of an international nonprofit organization. Ms. Englund has authored a number of articles relating to various nonprofit management topics and is a sought after speaker. She earned a master's degree in public administration with a concentration in association management from George Washington University, Washington D.C., and her J.D. degree from George Washington University.
Lynn Ivey is a consultant to nonprofit organizations. Her nonprofit experience spans more than 20 years and includes prior nonprofit positions with healthcare, education, and family support/intervention programs. Her roles have been diverse including that of the administrator of one of South Carolina’s largest nonprofit hospice programs. In addition she has held a variety of other nonprofit positions including: director and coordinator of volunteer programs, personnel manager, social worker, and preschool director. Ms. Ivey holds licenses as a social worker and long-term care administrator. Because of her wealth of first-hand experience both in senior nonprofit executive and volunteer positions, Ms. Ivey is a sought-after speaker and has presented at many national and state conferences and regional meetings. She has also served as a clinical instructor and staff trainer, and has a wealth of experience as a volunteer. Her volunteer experiences include: women’s shelters, a theater company, U.S. Navy Family Service Center, and scouting. Most recently she has 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, South Carolina Association of Residential Care Homes Board of Directors, to mention only a few.
Linda Lysakowski, ACFRE, is one of just over one hundred professionals worldwide to hold the Advanced Certified Fund Raising Executive designation. In her thirty years in the development field, she has managed capital campaigns, helped dozens of nonprofit organizations achieve their development goals, and has trained more than 30,000 professionals in Mexico, Canada, Egypt, Bermuda, and most of the fifty United States. Linda is a graduate of Alvernia College in Reading, PA with majors in banking and finance; communications; and theology/philosophy. She is a graduate of AFP’s Faculty Training Academy and has received two AFP research grants. She is also a prolific writer, having authored more than a dozen books, and is currently working on several more books. She serves as acquisitions editor for CharityChannel Press and For the GENIUS Press. Linda has received the Outstanding Fundraising Executive award from the Eastern PA, Las Vegas, and Sierra (NV) chapters of AFP (Association of Fundraising Professionals) and was recognized internationally with the Barbara Marion Award for Outstanding Service to AFP. She was honored in November with the Lifetime Achievement Award from the Las Vegas Chapter of AFP.
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