There might come a time when a board member is not showing up for meetings, reviewing meeting materials, or being a good steward of the organization. It is the role of the board chair to step in and have a conversation with that board member. Remember, board members are volunteers, so a delicate balance has to be reached. Oftentimes, people feel obligated to fulfill their commitment as board members, but life gets in the way. People get busy. The board chair can offer a way for the board member to gracefully exit the board or step into a committee role.

Timestamps:

00:00 What to do when a board member is not pulling their weight

01:35 It is the board chair’s responsibility to correct board member behavior

02:50 Do not be accusatory, this is a volunteer position

03:20 Sharing a personal experience

04:20 Do not let the behavior go unquestioned

05:45 What to do when a board member does not change

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This week, we speak with the Honorable Adelaide “Alex” Sink. Alex served as Florida’s elected Chief Financial Officer from 2007 to 2011. Prior to elected office, Alex had a 26-year career at Bank of America where she served on several nonprofit boards. 

We discuss how serving on nonprofit boards helped her banking and political career, evaluating and eliminating conflicts of interest, and the power of relationships made through board service. To end the episode, Alex provides advice for how young professional women can begin giving back to their communities.

Timestamps:

00:00 Introducing the Honorable Adelaide “Alex” Sink

03:55 Did the desire to give back start from a young age?

05:30 Sitting on boards during her banking career

07:40 What did you learn from serving on nonprofit boards that helped you in your career?

09:25 The importance of being engaged in the mission

12:25 If you are joining a board, you need to devote the time

16:45 Serving on boards as the CFO of Florida, evaluating conflicts of interest

19:55 Serving as the chair of Florida Healthy Kids

21:40 Difference between serving on a for-profit and nonprofit board

23:20 Advice to nonprofit board members - ask questions, speak up

26:20 What challenges should a nonprofit board member be aware of

29:00 Making connections through board service

30:20 Advice to young women about serving on a nonprofit board

33:45 Pick one thing to get involved in the community

34:40 Encouragement to be on a nonprofit board

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A nonprofit's #1 currency is trust.  Any fraudulent activity by a nonprofit agency negates this trust. The Board has a role and responsibility to minimize the risk of fraud. This week, we discuss 10 tips for nonprofit boards to help mitigate fraud in their organizations.

Timestamps:

00:00 How nonprofit boards can mitigate fraud risk

01:40 #1-3 - Establish a Strong Ethical Culture, Implement Clear Policies and Procedures, Segregation of Duties

03:05 #4-6 - Regular Financial Oversight and Reporting, Board Oversight and Involvement, Independent Audit Committee

04:20 #7-10 - Whistleblower Policies, Regular Training and Education, Monitoring and Evaluation, Lead by Example

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.

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This week, we speak with Hal Williams. Hal is the creator of Results 1st and the author of the new book “Put Results First”.  Results 1st helps individuals and groups focus on results in each of their functions, activities, processes, and structures.

Together, Michael and Hal dive into the 4 parts of the book, including discussions on defining success before designing a program, how to improve nonprofit accomplishment, and being “achievement based.” This book will help any nonprofit organization greatly improve their program results. It all starts with asking “so what?”

Results 1st website

Buy the book

Timestamps:

00:00 Introducing Hal Williams, Creator of Results 1st

02:50 Creating Results 1st

05:25 What does it mean to be “achievement based?”

07:25 Set targets and define success BEFORE starting a program

08:52 Tracking milestones for a program

11:40 “Hold the result constant, let the activity vary”

12:20 You need to ask “So what?”

18:10 Communicate by accomplishments

21:40 Part 2: How do you greatly improve nonprofit accomplishment?

25:30 Part 3: Practices that pull us away from our results

28:20 Board members are stewards of results

29:40 Part 4: Partnerships, Coalitions, Collaborations and DEI

34:00 How to get the book

35:35 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.

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In recent interactions with nonprofit board members, there has been a difference in familiarity regarding the operational nuances between for-profit and nonprofit organizations. Given that many board members do not interact with the organization on a daily basis, there may be unintentional assumptions about how nonprofits operate. In this episode, we dive into the fundamental similarities and differences between nonprofit and for-profit organizations, with the goal of enhancing mutual understanding among all participants.

Timestamps:

00:00 Introducing the differences between non-profit and for-profit organizations

01:20 Similarities

04:10 Differences

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.

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This week, we speak with Malcolm MacLeod. Malcolm is a board chair, retired nonprofit CEO, lawyer, and author of the book entitled, “The Practice of Philanthropy: A Guide for Foundation Boards and Staff.” Malcolm's book is the culmination of 19 years of experience spent as the president and CEO of the Johnson Scholarship Foundation. Those 19 years were not all smooth sailing. Malcolm had to learn by trial and error. He wished he had a reference book for leading a nonprofit. Thus, when he retired, he wrote his own.

In this episode, we cover several chapters of the book, including the “Essence of Grantmaking," managing your investment managers, and a foundation's approach to values, mission, strategy, and vision. To end the episode, Malcolm provides great advice for CEOs, “trust is your currency” and to board members, “listen.”

Malcolm’s website: malcolmmacleodauthor.com

Find Malcolm's book on Amazon

Timestamps:

00:00 Introducing Malcolm MacLeod

03:10 The role of the CEO and board

04:35 The reason for writing the book, the transition from for-profit to foundation work

07:00 What do board members/leaders need to know about the "Essence of Grantmaking"?

08:35 What have you found to be solid principles of Foundation investing?

10:55 Control your investing costs

11:20 How do you keep your board informed of investment policy?

13:30 Compare and contrast your view of Governance as a CEO and now as a Board Chair

15:06 Positives and negatives of being CEO and Board Chair

17:45 How do you advise Foundation leaders to approach Values, Mission, Strategy and Vision?

20:50 Discuss your epiphany about the grantmaking process

25:20 How might a board "manage" its investment managers? 

27:35 Closing advice to a CEO 

29:00 Advice for a board member

31:23 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.

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In this episode, Michael shares insights from the Florida Philanthropic Network Annual Summit, highlighting five reasons why nonprofit professionals should attend conferences. He emphasizes networking, learning, idea generation, growth through association, and team building as essential benefits. Michael urges nonprofit leaders and board members to prioritize conference participation for personal and organizational development. Join us for a practical discussion on leveraging conferences to drive nonprofit success.

Timestamps:

00:00 The importance of attending conferences for personal development

01:10 Meet new people

01:30 Learning about topics of interest for your industry

02:00 Get new ideas

02:20 Growth through association

02:42 Teambuilding

03:10 Board members, encourage the CEO to pursue personal development opportunities

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.

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This week, we speak with Anne LeBaron, CEO of Take Stock in Children Manatee. Anne had quite the career in the for-profit world as former Sales, Marketing, HR and Recruiting manager before joining Take Stock Manatee as the CEO. Take Stock in Children Manatee is a mentor based organization that partners students with a mentor to earn a scholarship upon graduation from high school.

Timestamps:

00:00 Introducing Anne LeBaron, CEO of Take Stock in Children Manatee

02:20 How Anne became CEO and transitioning from Board member to CEO

05:40 Cutting fundraising events that were not worth the effort, focusing more on the mission

07:15 How Anne’s experience in the for-profit sector helps with her nonprofit leadership

08:35 Biggest challenge going from for-profit to nonprofit

09:50 Balancing in-person versus online work

12:23 Anne’s approach to fundraising and utilizing the board to fundraise

16:00 What does the CEO need from their board?

18:22 Advice for someone transitioning from for-profit to nonprofit

20:00 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.

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This week, we discuss 3 easy ways to fundraise as a nonprofit board member. Fundraising as a nonprofit board member can be a contentious topic. Most people do not join a nonprofit board to fundraise. However, it is your responsibility as a board member to ensure the financial stability of your organization.

Fundraising as a board member does not mean you have to ask for money! Many people are uncomfortable making an ask. However, you should be making connections to your CEO/Development Director, participating in events, and making a personal financial contribution.

Remember, the organization in which you serve as a board member should be your primary philanthropic focus.

Timestamps

00:00 Fundraising as a nonprofit board member - You do not have to make the ask

01:45 Make connections for your CEO/Development Director

02:37 Participate in events

03:10 Make a personal financial contribution

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.

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This week, we speak with Janene Amick, CEO of Florida Cultural Group. Janene has been part of Florida Cultural Group (f/k/a Manatee Players, Inc.) for 19 years, beginning as a board member.

Together, we discuss her role as Chief Cheerleader, her approach for fund development, and how she encourages her board members to fundraise.  We also talk about how the role of CEO for nonprofit organizations has changed, staying up to date on 501(c)3 rules and regulations, and advice for new CEOs.

Timestamps:

00:00 Introducing Janene Amick, CEO of Florida Cultural Group

03:50 What is the role of the nonprofit CEO?

06:30 How do you approach fundraising?

07:40 Not all donations are cash based

10:30 Legacy giving is long term

12:20 How do you engage your board members when it comes to fundraising?

18:00 How often and how do you interact with board members and your board chair?

22:30 How has the role of CEO changed over your career?

25:37 Advice for new CEOs

28:00 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