eCourse
Answer Bar: New Boardmember Basics
Contains material from Feb 2018 to Mar 2021
Answer Bar: New Boardmember Basics
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Session 1: Governance Literacy - 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.
Session 2: Financial Statement Essentials - Not-For-Profit entities are issuing financial statements in newly prescribed formats, with an emphasis on resource availability and comparability between entities. Understand the key items to be able to understand the financial story of the financial statements. Review the basics of NFP financials and learn how to leverage the new formats for basic analysis.
Session 3: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis - This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.
Session 4: Perspectives from Former Regulators on Charitable Oversight - Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations.
Session 5: Advocacy, Activism, and Equity - Discuss issues confronted by public charities and their private foundation donors in supporting social movements and advocacy. Topics will include grantmaking related to racial justice and DEI efforts; advocacy and activism vs. lobbying and civil disobedience; and political activity, particularly in connection with 501(c)(3)/501(c)(4) coalitions.
Session 6: Cybersecurity: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.
Session 2: Financial Statement Essentials - Not-For-Profit entities are issuing financial statements in newly prescribed formats, with an emphasis on resource availability and comparability between entities. Understand the key items to be able to understand the financial story of the financial statements. Review the basics of NFP financials and learn how to leverage the new formats for basic analysis.
Session 3: Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis - This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.
Session 4: Perspectives from Former Regulators on Charitable Oversight - Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations.
Session 5: Advocacy, Activism, and Equity - Discuss issues confronted by public charities and their private foundation donors in supporting social movements and advocacy. Topics will include grantmaking related to racial justice and DEI efforts; advocacy and activism vs. lobbying and civil disobedience; and political activity, particularly in connection with 501(c)(3)/501(c)(4) coalitions.
Session 6: Cybersecurity: What To Do Now To Help Protect Your Organization Against Cyberattack - Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.
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1.
1A: Governance Literacy (Feb 2018)
Meredith S. Camp
1.00
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Session 1
—61 mins
1A: 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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2.
Financial Statement Essentials (Feb 2020)
Neely D. Duncan, Sarah Loghin
1.00
0.00
0.00
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Session 2
—59 mins
Financial Statement Essentials (Feb 2020)
Not-For-Profit entities are issuing financial statements in newly prescribed formats, with an emphasis on resource availability and comparability between entities. Understand the key items to be able to understand the financial story of the financial statements. Review the basics of NFP financials and learn how to leverage the new formats for basic analysis.
Originally presented: Jan 2020 Nonprofit Organizations Fundamentals Workshop
Neely D. Duncan,
BKD, LLP - Dallas, TX
Sarah Loghin,
BKD, LLP - Austin, TX
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3.
Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis (Mar 2021)
Katherine Karl, John Sare, James P. Joseph
1.00
0.00
0.00
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Paper
(pdf)
5 pgs
Session 3
—58 mins
Governance and Fiduciary Issues for Charitable Organizations in the Age of Crisis (Mar 2021)
This panel will consider prudent nonprofit decision-making in a period of crisis such as the COVID-19 pandemic. Topics include the decision-making boundaries between and among the board, board committees, and management; the role of formal delegations of authority to manage rapidly changing circumstances; the use of enhanced endowment draws, lines of credit, furloughs, cash-flow analyses, and iterative budgeting to manage shut-downs and other revenue challenges; the establishment and maintenance of morale and good will among staff, board members and other volunteers; and the reassessment of policies and procedures in anticipation of the next crisis.
Originally presented: Jan 2021 Nonprofit Organizations Institute
Katherine Karl,
The Humane Society of the United States - Washington, DC
John Sare,
Patterson Belknap Webb & Tyler LLP - New York, NY
James P. Joseph,
Arnold & Porter Kaye Scholer LLP - Washington, DC
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4.
Perspectives from Former Regulators on Charitable Oversight (Feb 2020)
Chelsea R. Rubin, Susan K. Staricka
1.00
0.00
0.00
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Session 4
—63 mins
Perspectives from Former Regulators on Charitable Oversight (Feb 2020)
Gain insight into expectations of the IRS and State Office of the Attorney General in the context of operations and management, board duties, and compliance review. Plus, hear tips on communicating positively and effectively on behalf of nonprofit organizations.
Originally presented: Jan 2020 Nonprofit Organizations Fundamentals Workshop
Chelsea R. Rubin,
Morgan, Lewis & Bockius LLP - Washington, DC
Susan K. Staricka,
Staricka Law, PLLC - Austin, TX
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5.
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1.00
0.00
0.00
Session 5
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Originally presented: Jan 2021 Nonprofit Organizations Institute
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6.
Cybersecurity During a Pandemic: What To Do Now To Help Protect Your Organization Against Cyberattack (Mar 2021)
John E. Ansbach
1.00
1.00
0.00
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Session 6
—61 mins
Cybersecurity During a Pandemic: What To Do Now To Help Protect Your Organization Against Cyberattack (Mar 2021)
Organizational cybersecurity is a significant challenge in normal times. During the pandemic, with limited resources and geographically dispersed staff, including IT and information security personnel, the challenge can feel insurmountable. Discuss the current elevated threat landscape and ways in which nonprofits can improve and bolster their defenses to cyber-attacks, despite the ongoing workplace burdens associated with COVID-19.
Originally presented: Jan 2021 Nonprofit Organizations Institute
John E. Ansbach,
Stroz Friedberg - Dallas, TX