Executive Director Fiduciary Excellence
Join us for this five-week course for boards to dig deep on nonprofit financial best practices, help them avoid pitfalls and permit them toJoin us for this five-week course for executive directors to dig deep on nonprofit financial best practices, help them avoid pitfalls, and permit them to make a strong overall contribution to the organization they serve.Target audience:• Core: Nonprofit Executive Directors and CEOs• Secondary: Nonprofit staff and board members o 90% of the content should have universal appealo When we do breakout rooms, let’s keep the two groups separate so people can have peers they relate to moreFormat:• Zoom or equivalent• Once per week for five weeks• 75-90 minutes each time, including a brief break about halfway through• Mix of presentations, Q&A, and small group activities (using breakout rooms)Week 1: Core roles and duties • Executive Director Role• Financial Staffo Hiringo Firingo Fraud triangleo Preventing burnout/resentments/fraudo Current hiring and retention challenges• Board Roleo Legal requirements of all board members (quoting TX law)o Treasurer roleo Chair’s roleo Finance Committee role • Legal liability • Horror stories • D&O InsuranceWeek 2: Money and Your Relationship with Board and Staff – getting it right• Executive Director with staff o Accounting and […]
