This week, we speak with Lakewood Ranch Community Fund Executive Director, Adrienne Bookhamer. This is not Adrienne’s first time being an executive director. In fact, her first go-round as Executive Director did not start off well. She almost ran the organization into the ground. However, she learned from her mistakes, resurrected that organization and is now an even better executive director.

This is a must-listen for anyone who wants to be an executive director or is a new executive director.

Timestamps:

(00:54) Interview Starts and Adrienne introduces herself

(02:40) Becoming an executive director and running the agency into the ground

(05:35) What would have helped you be more successful?

(13:00) What advice do you give to new executive directors?

(14:35) How do you approach the role differently now?

(17:20) As an executive director, find outside support 

(18:20) Joining an executive director support group

(20:10) Tips for creating a stronger relationship with your board of directors

(23:00) How a new board chair effects the executive director

(23:50) What role should the executive director have in the discussion of the selection of the next board chair?

(24:30) Last pieces of advice

(26:45) 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 are discussing the characteristics of an effective nonprofit board chair. The role of board chair can seem like an obvious one for those leaders from the for-profit industry looking to give back to their community. However, there are some differences between for-profit leadership and nonprofit board leadership that need to be considered. In this episode, we discuss the primary characteristics and functions of an effective board chair. 

Timestamps:

(00:36) Grounding with the differences between for profit and nonprofit sector

(03:20) 4 characteristics of a good board chair

(07:20) Primary functions of a nonprofit board chair

(10:00) Wrap up

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 are speaking with Dr. Patton McDowell, founder of PMA Nonprofit Leadership. This is a wonderful conversation for anyone, regardless of their involvement in the nonprofit space, to learn how to be intentional about professional development. We discuss the importance of taking a personal retreat, strategic networking to create your personal board of directors, and how nonprofit board members can hire a CEO/ED who is able to advance their expertise and the organization’s.

Your Path to Nonprofit Leadership

Patton's Website

Patton's Podcast

Timestamps:

01:14 - Dr. McDowell introduces himself and talks working with the Special Olympics.

03:55 - Getting the CFRE and embracing professional development

06:25 - Your Path to Nonprofit Leadership

07:50 - What characteristics should a board member seek in a CEO/ED?

11:10 - What is the board's responsibility in professional development for the CEO/ED?

12:25 - How can we work through the “professional development is too expensive” problem?

13:30 - Can you talk about the 7 steps in the book?

16:50 - Taking a personal annual retreat and how to do it

19:20 - Should anyone in the organization think about professional development?

20:30 - How should a CEO respond when a board questions the need for professional development?

22:40 - Strategic networking and creating your personal board of directors

27:00 - 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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A nonprofit board retreat: what is it, why should you have one, and how would you structure 6+ hours to ensure everyone finds value in the event? I have facilitated nearly 100 retreats over the years, and I believe properly approached, getting everyone in the same room for an entire day can be of great benefit to the organization. Structuring a full day's agenda might sound difficult. But as long as you have your objectives in mind and know what success means for the meeting, it can be easier than you think.

Timestamps:

(00:51) Why should you have a board retreat?

(01:40) #1 benefit of a board retreat

(02:18) Allocate time for deeper discussions and education

(03:00) Set priorities for the year

(03:35) How to structure a board retreat?

(04:09) Have a purpose and objectives for the retreat

(04:43) Define success

(05:16) Building out an agenda

(06:40) Prepare your board members

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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Join us this week for an engaging conversation with William Kennedy, the Co-Founder and CEO of RiskBridge Advisors. William takes us on a journey into the realm of investment management, sharing his personal story and sharing the role of RiskBridge Advisors in supporting nonprofit organizations. Gain insight into the considerations the board must weigh when enlisting an investment manager, the significance of the Investment Policy Statement, and discover how your asset allocation eclipses the mere selection of an investment manager as a growth predictor.

RiskBridge Advisors

Timestamps:

(01:00) Interview begins, William introduces himself and Risk Bridge Advisors

(05:20) What does it mean to be a fiduciary? Why should nonprofits care about it?

(09:20) Can you help us understand the concept of risk for nonprofit organizations?

(15:00) When should people reach out to you?

(20:30) Are you seeing a lot of board turnover recently?

(21:55) What should the board’s role in investment management be?

(23:30) The importance of the Investment Policy Statement

(26:55) How do you help board members understand the investments

(29:45) Where do boards make mistakes?

(35:15) Anything else you want board members to be aware of?

(38:40) 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 are discussing the importance of the board chair/CEO relationship and why this relationship is so important to cultivate.

Just like with any relationship, the board chair and CEO need to be intentional about growing their relationship, set expectations, and be clear on each other's role. Without clear expectations, the board chair might overstep into the operations and or the CEO might overstep into governance. Each person has a specific role they should fulfill. The CEO runs the operations of the organization, the board chair leads the board of directors.

Without a working relationship, the CEO or Board Chair can cause problems for the organization, becoming a bottleneck or not providing the support needed to the other.

Timestamps:

(00:40) The Board Chair and CEO relationship

(02:30) Why the relationship can have friction

(02:55) Role ambiguity

(03:35) Communication

(05:00) Conflicting visions for the organization

(05:30) Micromanaging the CEO

(06:25) Decision making authority

(07:00) Personality clash

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 have the pleasure of speaking with Matt George, Executive Director turned nonprofit consultant and leadership coach. Matt is a strong proponent of collaboration, competition, and doing what is ultimately best for the community, even if it means merging organizations. 

Matt started his nonprofit career at 16-years old with a fundraiser to help the family of a friend who had cancer. The feeling of raising that money led him to a life in the nonprofit world, joining various organizations as the executive director and merging 5 organizations over his time. He is a true servant leader, always trying to do what is best for the community.

Find Matt’s book, “Nonprofit Game Plan: The Proven Strategy for Nonprofit Success” on Amazon

Timestamps:

(01:05) Introducing Matt George

(03:13) Changing lives and saving lives

(04:20) Being Executive Director of Youth Farm and merging with the Children’s Home

(06:10) Why is Matt different and did you know nonprofits would be your future?

(09:05) Empathy and leadership

(09:40) Why did you write “The Nonprofit Game Plan”?

(12:25) Is having a big heart enough to be an effective nonprofit leader?

(16:20) “A good nonprofit is run like a business”

(24:05) If not for nonprofits, the community will suffer

(25:15) You need to have compassion and passion

(26:26) The benefits of competition and collaboration for nonprofits

(33:20) Merging nonprofit organizations and making a true impact in your community

(36:50) What conditions must exist for a merger to be the appropriate pathway?

(43:35) 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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This week, we emphasize the importance of investing in professional development for nonprofit employees. While for-profit organizations readily allocate funds for training, nonprofits often hesitate due to concerns about employee turnover and funding constraints. However, we argue that focusing on the benefits of training, such as improved skills, leadership, and efficiency, can lead to a more skilled and dedicated workforce, ultimately enhancing their ability to fulfill their mission. Let's encourage nonprofits to view professional development as a vital long-term investment rather than a mere expense, enabling them to make a greater impact on their communities.

Timestamps:

00:45 - Nonprofits often do not invest in professional development

02:00 - The board should ensure the CEO feels comfortable investing in professional development

02:47 - Professional development tools and resources

04:10 - Professional development + CEO evaluation

05:00 - Make sure there is time for employees to take the training

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Visit us at: www.thecorleycompany.com/podcast

Join us for a captivating conversation centered around the success of nonprofit boards and organizations!

This week, we have the distinct pleasure of speaking with Lauren Deiorio, the President and Executive Director of the Community Foundation for Ocala/Marion County.

We discuss the initiatives that are driving positive change for nonprofits in the Ocala/Marion County region as Lauren shares her invaluable insights and advice on fostering meaningful collaborations within the nonprofit sector. 

Don't miss out on this engaging discussion that will leave you empowered to make a difference and contribute to the thriving success of nonprofits. 

Timestamps:

00:52 - How Lauren got into nonprofit work

04:15 - Explaining the Roadmap to Success

07:45 - How should excellence be defined for a nonprofit board?

11:48 - Boards are the stewards of the public good

13:50 - Importance of D&O Insurance

17:05 - Why should nonprofits collaborate?

23:50 - Do board members struggle with collaboration?

26:05 - Duties and expectations document

30:00 - What advice do you have for EDs or board chairs?

33:20 - Recapping with Read

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Visit us at: www.thecorleycompany.com/podcast

Today, we are discussing the importance of avoiding mission creep. Mission creep can be a major disruptor for a sustainable organization. What can start as a sustainable, impactful program can end up being dissolved, or worse, it can bring the organization down with it. 

This is why we start all of our conversations with nonprofit boards with the mission. Asking each person their interpretation of the mission, in hopes to align everyone for the meeting.

Overall, stick to programs and activities that support your mission. 

Listen to the podcast on any of the following platforms:

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Visit us at: www.thecorleycompany.com/podcast