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

This week we are speaking with David Fink, Partner with Lifestyle Freedom Group and Past-Chair of the Lakewood Ranch Community Fund. David talks to us about the responsibilities of being a past chair, what all-volunteer organizations should consider before making their first Executive Director hire, and qualities of a good board chair.

Timestamps:

00:00 - Introduction

01:04 - Interview starts

02:12 - What organizations has David been involved with?

03:51 - Role of the board chair on a volunteer board

07:39 - Hiring an Executive Director

11:12 - Was there resistance with the financial implications of hiring an Executive Director?

14:30 - How do you onboard the first Executive Director of the organization?

17:30 - How do you view your role as past-president?

19:50 - How did you approach the transition to the next board chair?

23:12 - What qualities make a good board chair?

27:10 - What advice do you have for organizations looking to hire their first Executive Director/employee?

32:38 - 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

Being invited to join a nonprofit board of directors is a prestigious honor. However, it's important to understand that along with the privilege comes legal responsibilities that must be diligently upheld. In particular, the legal obligations that we'll be discussing today are the duty of care, loyalty, and obedience.

Before joining a nonprofit board of directors, consider researching the legal obligations of a board member in your state. 

Resources discussed in the episode:

Accompanying Blog

Roles and Responsibilities of the Board - Produced by NH Center for Nonprofits

Timestamps:

01:10 - Episode starts

01:40 - Duty of Care

03:27 - Duty of Loyalty

05:00 - Duty of Obedience

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 Dennis Murphy, President and CEO of Gulfside Bank and Past Board Chair of the Greater Sarasota Chamber of Commerce. Dennis shares with us some of the differences between leading a 501(c)3 and a 501(c)6, how being a board chair helped him as a CEO, and how he managed the large board of the Chamber.

Key Takeaways:

1. Soft skills are extremely important to being a great leader.

Timestamps:

00:56 - Interview Starts

01:12 - Dennis introduces himself

03:10 - Why did Dennis volunteer his time at the Sarasota Chamber?

06:15 - What is the role of the board chair for the Chamber?

08:45 - How do you manage a large board?

11:25 - How much time did you dedicate to the Chamber on a weekly basis?

13:05 - What is the difference between a 501(c)6 and 501(c)3?

15:25 - What skills as CEO helped you perform as board chair?

19:00 - What skills as board chair help you perform as a CEO?

21:10 - Anything else?

22:30 - 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

In this episode, Michael discusses the importance of having a sound governance process. It will save your board headache, heartache, and effort if you have well defined processes and stick to them. Nonprofit board members change so frequently, these processes need to be part of the culture of the organization. This way, even when board members term off, the next group can pick up right where they left off.

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

Join us as we speak with Florida Philanthropic Network's President and CEO, Ashley Dietz. FPN has been on a growth trajectory and is utilizing the expertise of consultants to help their growth. We discuss the pros and cons of utilizing consultants, how Ashley manages consultants, and how to get consultants to buy in.

Key Takeaways:

1. Ashley's Board responded with relief when she approached them about the consulting model.

Timestamps:

00:45 - Interview starts and Ashley introduces herself

01:45 - Ashley’s background

03:05 - Transition of becoming a CEO during COVID

05:00 - What did you find out during your “listening tour”?

06:25 - Ashley talks about the consultant model

08:55 - How do you find consultants to contract?

10:00 - How do you manage consultants?

11:50 - How do you create clarity in the work for the consultants?

13:50 - Strategic considerations when using consultants

15:07 - The power of saying “no” as a consultant

15:40 - Reporting structure for consultants

16:35 - Downsides in the consulting model

17:57 - How do you onboard a consultant?

20:25 - What was the board’s response to the consulting model?

22:15 - What would create the need to add staff?

23:53 - Aspirations for FPN

26:33 - 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

We believe that every nonprofit board member should make a personal financial contribution to their organization. Yes, this means beyond anything your company provides, beyond connecting others to the organization, and asking others to donate. This is for a few reasons:

1. A Board Member making a personal financial contribution is a public display of support for the organization.

This does not mean that a board member should be required to donate a significant amount. Many organizations will ask board members to donate "an amount that is meaningful to you". However, some organizations do require a minimum donation, although that would be made clear before joining the board.

Timestamps:

00:40 - Why do I have to donate to the organization in which I volunteer as a board member?

01:45 - The organization you are a board member on should be your #1 priority giving organization

02:20 - It shows public support of the mission, vision, and values of the organization

03:09 - It shows the board is 100% behind the organization

03:35 - Funders will ask “does 100% of your board give to the organization?”

04:05 - Some nonprofits require a minimum donation

04:30 - Contribute something that is “meaningful to you”

05:45 - Set a contribution policy, set the expectation

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

On this week's episode of I 501(c) You, we are joined by Debra Jacobs, President & CEO of The Patterson Foundation. Debra has been a long-time friend, mentor, boss, coach, and is a master in strategic communication. We are excited to have Debra on to share with us her insights on strategic communication including the importance of painting a picture, over communicating, and the CEOs role in creating a culture of communication.

Key Takeaways:

1. It's not always about what the CEO says, it is about what everyone buys into.

Timestamps:

01:09 – Interview starts

01:42 – Debra introduces herself/discusses chapters of life/the start of The Patterson Foundation

04:40 – Who needs to know what, when?

05:20 – What is the CEOs role to ensure there is a culture of communication?

06:20 – How TPF made its announcement and using words to paint a picture

07:43 – Communication is two ways

09:05 – Internal audience 5s

10:10 – External audience 5s

11:10 – Working with organic intentionality

13:15 – How do you think about communicating with internal vs external stakeholders?

15:40 – How do you create an environment that balances technology and communication?

17:40 – Managing versus leading

18:15 – Is strategic communication always on your mind?

19:45 – Advice to a CEO that wants to improve their communication

21:00 – Move away from a scarcity mentality

22:30 – Cope, Adapt, Innovate

25:30 – Using framing to simplify the message

26:20 – Can you over communicate?

29:40 – Final thoughts - cookie jar analogy

31:30 – 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

If you're like most nonprofit organizations, you've probably struggled with the challenge of recruiting new board members. But what if you could create a board that was so desirable, talented individuals were eager to join without any effort on your part?

In this episode, we're sharing our tips on how to build the best board in town - the kind that draws in top-notch candidates and has its pick of the best talent available. Get ready to discover the simple yet effective steps you can take to transform your board into a highly coveted team that people are clamoring to be a part of!

Timestamps:

00:40 - How do you become a board of choice in your community

01:10 - Why do people want to join a nonprofit board?

02:14 - What do people NOT want in a nonprofit board?

03:00 - Have a strong CEO/Leader

03:50 - Have a defined process for recruiting new board members

04:50 - Have a good board culture

05:34 - Provide training and support

06:07 - Have strong governance in place

07:20 - Have engaging meetings

07:57 - Have a strategic communications plan

08:57 - Show board members the impact of the organization

09:45 - Show board members appreciation

10:30 - Closing statements

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 joined by CEO of United Way Suncoast, Jessica Muroff. Jessica took over the role of CEO just before the beginning of the pandemic and has lead the organization through a transformative culture shift. Jessica shares with us how she assessed the current culture, how she made this new culture stick, and as with all our interviews we end with Jessica's advice to a new CEO.

Key Takeaways:

1. Have a bias for action.

Timestamps:

00:50 - Interview starts

01:00 - Jessica introduces herself

02:20 - Jessica’s first 100 days as CEO

06:00 - How did you structure your communication and discovery in those first 6 weeks?

07:36 - How did everyone receive your thoughts on the direction of the organization?

09:55 - What was your assessment of the culture? 

12:15 - Where did you want to take the culture and what steps have you taken

15:40 - What made you realize you needed to take these steps?

17:25 - How was the huddle structured and how has it evolved?

20:45 - How did you approach the huddles?

22:20 - Did you have to change the structure of the organization to change the culture?

25:45 - How do you ensure people are hearing what needs to be heard?

29:00 - What would you do differently if you became CEO of UWS again?

30:40 - What would you say to a new CEO who is looking to change the culture of their organization?

33:20 - 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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In episode 20 of I 501(c) You, we learned about Amy's Partnership Council and how she uses this group as a source of expertise and a way to observe potential board members.

Today, we are discussing the reasons why a CEO would want an advisory/partnership council, what their purpose would be, and how to go about creating one.

Timestamps:

01:10 - What is an advisory council?

01:40 - Why would a CEO form an advisory council?

03:00 - Using an advisory council as a way to identify future board members

03:53 - A way for former board members to stay involved

04:31 - Forming an advisory council

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

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Linkedin and Twitter