eCourse
Answer Bar: New Boardmember Basics
Contains material from Mar 2014 to Feb 2018
Much prefer having video to go with audio.
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Session 2: Accounting and Finance Basics - This session covers revenue and expense recognition, financial statement analysis, financial ratios, and the calculation and forecasting of firm free cash flow.
Session 3: Advising the Organization: Advanced Issues in Corporate Governance - Balancing the roles and responsibilities of the board of directors, individual board members, and staff can be an interesting exercise in corporate governance. In some cases, the individuals step out of their roles and into governance problems.
Session 4: Joint Venture Governance and Business Opportunity Issues - Joint ventures are an increasingly common vehicle for combining businesses. The continuing nature of a joint venture raises unique issues regarding the governance of the joint venture and its relationship to the other businesses of the joint venture partners. Examine alternatives for joint venture governance and the extent to which the joint ventures are obligated (by law or contract) to offer "business opportunities" to the joint venture or each other. These issues are typically addressed when the joint venture documents are negotiated, but operations under even the best documents can present unforeseen issues, including some that arise as a result of subsequent case law.
Session 5: Fiduciary Duties of Governing Persons of Business Entities - Explore current issues regarding the fiduciary duties of directors and other governing persons of entities organized in Texas and Delaware.
Session 6: Fiduciary Duties of Governing Persons of Business Entities, continued -
Session 7: Taking Cybersecurity Seriously - Nonprofit organizations of all sizes have sensitive information that needs to be protected—and increasingly, organizations need to be ready to respond when (not if) a data breach occurs. In this session, learn about the most recent cyber threats they face, the costs associated with those threats, and what you can do to help protect your organizations in an increasingly insecure landscape.
Session 8: Keeping an Eye on Privacy and Data Protection Risks - Gain practical tips for reducing the data privacy and protection risks faced by nonprofits.
Includes: Audio Paper Slides
Preview Sessions
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Meredith S. Camp
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Session 1
—61 mins
Governance Literacy (Feb 2018)
Governance at nonprofit organizations is often not a priority until something goes wrong. Gain practical tips to help board and staff members avoid problems, and review governance topics including fiduciary duties, governing documents, policies, procedures, and the roles of the board, officers, committees, and staff members.
Originally presented: Jan 2018 Nonprofit Organizations Literacy Workshop
Meredith S. Camp,
Wells Fargo Bank - Dallas, TX
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Jim Nolen
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Session 2
—74 mins
Accounting and Finance Basics (Mar 2014)
This session will cover revenue and expense recognition, financial statement analysis, financial ratios, and the calculation and forecasting of firm free cash flow.
Originally presented: Feb 2014 VALCON 2014
Jim Nolen,
The University of Texas at Austin, McCombs School of Business - Austin, TX
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Jonathan S. Blum
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Session 3
—45 mins
Advising the Organization: Advanced Issues in Corporate Governance (Feb 2016)
Balancing the roles and responsibilities of the board of directors, individual board members, and staff can be an interesting exercise in corporate governance. In some cases, the individuals step out of their roles and into governance problems.
Originally presented: Jan 2016 Nonprofit Organizations Institute
Jonathan S. Blum,
Polsinelli PC - Dallas, TX
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Byron F. Egan, Gemma L. Descoteaux, Tom D. Harris Jr., Marc Rose
Session 4
—53 mins
Joint Venture Governance and Business Opportunity Issues (Nov 2015)
Joint ventures are an increasingly common vehicle for combining businesses. The continuing nature of a joint venture raises unique issues regarding the governance of the joint venture and its relationship to the other businesses of the joint venture partners. Examine alternatives for joint venture governance and the extent to which the joint ventures are obligated (by law or contract) to offer "business opportunities" to the joint venture or each other. These issues are typically addressed when the joint venture documents are negotiated, but operations under even the best documents can present unforeseen issues, including some that arise as a result of subsequent case law.
Originally presented: Oct 2015 Mergers and Acquisitions Institute
Byron F. Egan,
Jackson Walker L.L.P. - Dallas, TX
Gemma L. Descoteaux,
Polsinelli PC - Dallas, TX
Tom D. Harris Jr.,
Haynes and Boone, LLP - Dallas, TX
Marc Rose,
Vinson & Elkins LLP - Dallas, TX
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Byron F. Egan, Hon. Sam Glasscock III, James R. Griffin, Mark A. Morton, Myron T. Steele
Session 5
—88 mins
Fiduciary Duties of Governing Persons of Business Entities (Feb 2016)
Explore current issues regarding the fiduciary duties of directors and other governing persons of entities organized in Texas and Delaware.
Originally presented: Feb 2016 Securities and Business Law
Byron F. Egan,
Jackson Walker L.L.P. - Dallas, TX
Hon. Sam Glasscock III,
Delaware Court of Chancery - Georgetown, DE
James R. Griffin,
Weil, Gotshal & Manges LLP - Redwood City, CA
Mark A. Morton,
Potter Anderson & Corroon LLP - Wilmington, DE
Myron T. Steele,
Potter Anderson & Corroon LLP - Wilmington, DE
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Byron F. Egan, Hon. Sam Glasscock III, James R. Griffin, Mark A. Morton, Myron T. Steele
Session 6
—60 mins
Fiduciary Duties of Governing Persons of Business Entities, continued (Feb 2016)
Originally presented: Feb 2016 Securities and Business Law
Byron F. Egan,
Jackson Walker L.L.P. - Dallas, TX
Hon. Sam Glasscock III,
Delaware Court of Chancery - Georgetown, DE
James R. Griffin,
Weil, Gotshal & Manges LLP - Redwood City, CA
Mark A. Morton,
Potter Anderson & Corroon LLP - Wilmington, DE
Myron T. Steele,
Potter Anderson & Corroon LLP - Wilmington, DE
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John E. Ansbach
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Session 7
—50 mins
Taking Cybersecurity Seriously (Feb 2018)
Nonprofit organizations of all sizes have sensitive information that needs to be protected—and increasingly, organizations need to be ready to respond when (not if) a data breach occurs. In this session, attendees learn about the most recent cyber threats they face, the costs associated with those threats, and what they can do to help protect their organizations in an increasingly insecure landscape.
Originally presented: Jan 2018 Nonprofit Organizations Institute
John E. Ansbach,
Stroz Friedberg - Dallas, TX
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Wendell J. Bartnick
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Session 8
—47 mins
Keeping an Eye on Privacy and Data Protection Risks (Feb 2018)
Gain practical tips for reducing the data privacy and protection risks faced by nonprofits.
Originally presented: Jan 2018 Nonprofit Organizations Institute
Wendell J. Bartnick,
Reed Smith LLP - Houston, TX