I 501(c) You - The Podcast for NonProfit Board Members

This week, we are speaking with Sarasota Orchestra’s board chair, Tom Koski. Together, we speak about how he got into philanthropy in Sarasota, fundraising for capital campaigns as a board chair, and the massive projects he has been involved with in Sarasota County.

The secret sauce to a capital campaign? Tom say's it is communicating the need. You take on massive projects because the sustainability of your organization is challenged without it. These projects are not "want to have's" they are "need to have's".

Timestamps:

00:00 Introducing Tom Koski and how he got involved in philanthropy in Sarasota

05:48 How did you approach fundraising for the first time?

08:50 Fundraising for big projects comes down to need

13:20 How do you convince your board of the need for these projects?

14:50 How does the idea of the concert hall come to fruition? How does it move from idea to action?

23:15 What is the board chair’s role?

28:12 Why do projects like this fail?

31:00 How do the board chair and CEO work together on a big project?

32:30 Recapping with Read

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

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Visit us at: www.thecorleycompany.com/podcast

Congratulations! You are the new board chair. Now what? Many organizations have just welcomed a new board chair, or will be welcoming one in the upcoming months. 

In this episode, we discuss the roles and characteristics of a board chair. We also touch on the initial steps a new board chair should take to get their tenure off to a positive start.

Timestamps:

00:00 You are the new board chair, now what?

01:05 Roles of the board chair

01:35 Characteristics of a good board chair

03:30 Initial steps of a new board chair

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

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Visit us at: www.thecorleycompany.com/podcast

This week, we are speaking with Jonathan Fleece, President and CEO of Empath Health. Empath Health is a $380m, 3000+ employee hospice, home health, and senior care oriented organization serving 60,000+ people from central to southwest Florida.

Jonathan shares with us how he came to be the CEO of Empath Health, the needs of a CEO from their board members, and merging nonprofit organizations.

“The two most important days in your life are the day you are born and the day you find out why.” We are grateful Jonathan found out why, and is helping make our community a better place as CEO of Empath Health.

Timestamps:

00:00 Introducing Jonathan Fleece, President and CEO of Empath Health

06:20 Stepping off the board to interview for the CEO position

08:25 Compare the roles of a board member and CEO

11:40 For an organization of your size, what do you need from the board?

17:15 Communication between the CEO and the board

22:20 Merging organizations and nonprofit boards

27:00 What was the process of merging organizations?

30:20 Differences between running a nonprofit and for profit?

33:55 Biggest learning curve?

37:10 Recapping with Read

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

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Amazon

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Visit us at: www.thecorleycompany.com/podcast

This week, we are discussing board ethics. How to remain ethical while on a board, typical examples of potentially unethical behavior, and a litmus test to determine whether or not you should take specific actions. 

“Are the actions I take going to break the public trust? Then you shouldn’t do it.”

Timestamps:

00:00 - Board Ethics

01:20 - It starts with the IRS and State code

02:50 - Why is this important?

03:20 - Specific examples

05:40 - Be intentional about joining a nonprofit board

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

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Amazon

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Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Mary Ruiz, former CEO of Centerstone of Florida (f/k/a Manatee Glens) and newly elected board chair of MCR Health, Inc. In this episode, we discuss how Mary's experience as a CEO helps her be a more effective board member, why the Executive Committee may be a relic of the past, and how to get the most out of fellow board members. With her wisdom and experience, Mary gives valuable and useful tips for CEOs, board members, and nonprofits.

Timestamps:

00:00 Introducing Mary Ruiz

02:40 How did you become CEO of Centerstone?

03:53 What does a CEO need from their board?

05:50 How did you structure your board meetings?

10:25 How does being CEO make you a better board member?

12:20 Recruiting board members for a specific purpose

16:00 What should board members avoid doing?

20:20 Compare and contrast the roles you have had

23:05 Advice for CEOs 

25:30 Advice for board members

27:27 You are not having enough fun

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

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Visit us at: www.thecorleycompany.com/podcast

You do not need to create a new strategic plan every year. However, it would be of value to update your current strategic plan. We do this through a "strategy refresh". A short facilitated session in which we help you refresh your strategic plan with up-to-date information and knowledge. In an ever changing environment, your strategic direction should be influenced by the best and most recent information available.

Timestamps:

00:00 The last podcast of 2023

01:05 Strategy Refresh

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

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Visit us at: www.thecorleycompany.com/podcast

As the year comes to an end, there are a few tasks nonprofit board members can complete to wrap the year up successfully. These short but powerful tasks can help you get a head start on the new year and be prepared for your board responsibilities in 2024.

Timestamps:

00:00 What can you do as a board member before the end of the year?

01:20 #1 - Read your bylaws

01:50 #2 - Catch up on meeting minutes

02:40 #3 - Tell someone about your involvement with the organization

03:28 #4 - Make a donation

04:20 #5 - Send your executive director a note of appreciation

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

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Visit us at: www.thecorleycompany.com/podcast

This week, we discuss aspects of nonprofit board membership prospective board members should consider before joining a board. Everyone on the board should be willing to give their time, talent, and treasure to their organization. Be sure to ask plenty of questions prior to joining a board to have a clear understanding of the level of commitment the organization is expecting.

Timestamps:

00:00 The Podcast for Prospective Nonprofit Board Members

01:15 Giving your time

02:08 Giving your talent

02:54 Giving your treasure

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

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Visit us at: www.thecorleycompany.com/podcast

This week, we are speaking with Board President of Project Light of Manatee, Cheryl Evans. Together, we discuss how Cheryl got involved in Project Light, stepping into the board president role for the first time, and how she is growing in the position. Cheryl candidly shares with us her successes and struggles. Including overcoming obstacles to recruit board members, facilitating the board meetings, and recognizing staff and board members.

Project Light of Manatee

Timestamps:

00:00 Introducing Cheryl Evans

04:30 How did you become board president?

08:00 What have been your biggest challenges as board chair?

10:00 How Cheryl recruited board members

12:00 How do you structure your board meetings?

14:30 Interacting with the Executive Director

17:40 How do you recognize staff and board members?

21:17 Advice to an incoming board chair

23:50 Recapping with Read

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

Apple Podcasts

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Amazon

iHeartRadio

Visit us at: www.thecorleycompany.com/podcast

A board retreat is a wonderful opportunity for board members to get to know each other, to plan for the upcoming year, or discuss an important topic in depth. However, these can only be achieved with a properly planned retreat. Today, we discuss the strategies we use to conduct a productive nonprofit board retreat.

Timestamps:

00:00 - Our board retreat process

01:58 - Planning

03:20 - Preparation

05:30 - The run of show

06:50 - Include a meal

08:20 - Using a facilitator

09:00 - Follow up and action items

Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.

Listen to the podcast on any of the following platforms:

Apple Podcasts

Spotify Podcasts

Amazon

iHeartRadio

Visit us at: www.thecorleycompany.com/podcast