PROGRAMS

Board Development and Nonprofit Governance

Financial Oversight for Nonprofit Boards
To be an effective board member of a nonprofit organization one must be able to review the financial information presented, know what questions to ask, and understand how to guarantee compliance with the IRS. Board members will learn not only how to analyze their organization’s Form 990, financial statements, and audits, but how these can be used as marketing tools when speaking with potential donors.

Who should attend:
Board Members, Chief Executive Officers, Executive Directors

What you will learn:

1. What to look for in their organization’s 990, audit and financial statements
2. Warning signs of financial trouble for nonprofit organizations
3. How the public views their nonprofit’s financial information
   
   

Date:		Thursday, October 1, 2009
Time:		6:00 - 9:00 p.m.
Tuition:		$60 Members, $110 Nonmembers
Instructor:		David Moja, CPA, Tax Director and Clay Worden, CPA, Partner, RSM McGladrey/McGladrey and Pullen
		Dave Moja is a tax services director at McGladrey & Pullen/RSM McGladrey. He is the Florida lead for not-for-profit organizations and works with all of the Florida McGladrey offices on NFP tax and consulting issues. Dave speaks extensively throughout the U.S. at conferences, through webinars, at chapter meetings, and in boardrooms regarding issues that affect the public sector. Dave has approximately 22 years of experience providing tax, advice, consultation, attest and audit services to clients in the not-for-profit sector, including hospitals. He has provided tax consulting and preparation of Form 990 for hundreds of exempt organizations. Prior to joining RSM McGladrey, he worked for Price Waterhouse, another public accounting firm ranked in the top ten nationwide, and a CPA firm specializing in not-for-profit organizations. He was Chief Financial Officer for a major international mission organization. He also managed his own CPA firm for seven years. Dave is a CPA in Florida, Colorado and Georgia. He is a member of the American Institute of CPAs and the Florida Institute of CPAs. He serves on the board of the Brevard Cultural Alliance and the Community Foundation of Brevard. Dave received a Bachelor of Science degree in accounting from Florida State University in 1985.
		Clay Worden is an Audit Partner in the Orlando office of McGladrey & Pullen. Clay’s primary focus has been providing assurance and business consulting services to a variety of clients. In addition, Clay serves as the Orlando office Practice Leader, responsible for leading growth in Central Florida and ensuring office adherence to firm policies. Clay is a member of the American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants and Treasurer, The Golden Rule Foundation. In 2005, Clay was honored as a Forty Under 40 award recipient by the Orlando Business Journal. This award recognized those under the age of forty that have made major contributions to the Central Florida business community and to their respective professions. Clay was also recognized as the 2005 Volunteer of the Year for the State of Florida by the Small Business Development Center at the University of Central Florida. Clay received his Bachelors of Art Degree in Accounting, Flagler College with additional graduate level studies at the University of South Florida.

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Legal & Ethical Issues for Nonprofit Boards
Being a member of a nonprofit board of directors carries certain legal and ethical responsibilities. Board members must guarantee accountability and are responsible for the oversight of the government filings, stewardship of donations and the veracity of the programs provided to clients. In this workshop, board members will review their legal duties and explore real life ethical dilemmas faced by nonprofit boards.

Who should attend:
Members of nonprofit boards of directors, executive directors, and CEOs of nonprofit organizations.

Workshop materials:
Participants will receive a booklet of workshop materials that includes pertinent information and resources.

You will learn:

1. Participants will become familiar with the required government filings that nonprofits must comply with.
2. Participants will understand the need for and compliance of Conflict of Interest policies.
3. Participants will evaluate ethical dilemmas faced by nonprofit boards of directors and develop solutions for those scenarios.

Date:		2010 date TBA
Time:		TBA
Tuition:		TBA
Instructors:		Ellen Parker, Esq., Associate General Counsel, Darden Restaurants Emily Furlong, Senior Program Manager, Philanthropy Center

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Date:		2010 date TBA
Time:		TBA
Tuition:		TBA
Instructor:		Emily Furlong, Sr. Program Manager, Philanthropy Center

Ground Rules for Board Governance
The truest indicator of the success of a nonprofit organization is the strength of its board. Learn the nuts and bolts of good board governance in order to build an organization that will be successful and sustainable. Serving on a nonprofit board of directors can be an extremely rewarding experience that allows the individual to impact change in the community, open the door to new friendships, develop leadership skills, and truly make a difference. It also carries immense responsibilities. This workshop explains the roles and responsibilities of being a nonprofit board member, explains the division of duties, and tips for making the experience of board service rewarding both for the individual and the nonprofit organization.

Who Should Attend:
Board members, executive directors/CEOs, and anyone considering joining a board of directors.

What You Will Learn:

1. Participants will recognize the three responsibilities of board members described in Florida law
2. Participants will be able to differentiate the roles and responsibilities of the board members, executive director, and staff
3. Participants will recognize qualities of an effective board of directors

Date:		2010 Date TBA
Time:		TBA
Tuition:		TBA
Instructor:		Emily Furlong, Senior Program Manager, Philanthropy Center

One Stop Board Retreat
During this full day workshop facilitated by a nationally known expert in board governance, your team consisting of the CEO and at least five board members, will address board roles and responsibilities, challenges in recruiting the right board members, and their key role in fundraising. Your team will be the change agent your organization needs to move forward, and your board will be energized to take on challenges that lie ahead.

This is a full day retreat. You must have a minimum of five board members, but there is no maximum number. The more board members you bring the greater impact on your organization. Some organizations may wish to bring other senior staff members such as the Development Director. The day will begin at 8:15AM with coffee and bagels and the retreat will start promptly at 8:45AM. Lunch will be served and the day will end at 4:00PM. This is a group process and your entire team needs to participate the entire day.

Who Should Attend:
A minimum of five board members and the CEO.

What You Will Learn:

1. About how trends in the nonprofit sector affect your organization
2. To evaluate your board member roles and responsibilities
3. To determine the areas your board needs to concentrate on improving
4. How to recruit the new board members you really need and keep them
5. How your board can be more involved in meaningful fundraising

Date:		Saturday, August 29, 2009
Time:		8:30 a.m. - 4:00 p.m.
Tuition:		$600 for each team of 6 Members $1100 for each team of 6 Non-members
Instructor:		Chuck V. Loring, CFRE, MBA, Loring, Sternberg & Associates
		Chuck V. Loring, CFRE, is the senior partner of Loring, Sternberg, & Associates, which provides fundraising and governance consulting services to nonprofits. Chuck is also a Senior Governance Associate for BoardSource in Washington, DC, offering expertise in board development and governance issues to nonprofit boards throughout the United States.

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Bringing Training to Your Board
The Philanthropy & Nonprofit Leadership Center is keenly aware that boards are made up of very busy people who graciously donate their time and bring wisdom and caring to causes for which they have a passion. It is important that nonprofits give their boards the tools they need to succeed. One is training in board governance. Board training can help boards operate more effectively, enhance fundraising, avoid costly risks, and build successful nonprofits that fulfill their missions.

Nonprofit organizations can contract with The Philanthropy Center to have our staff bring any or all of the following two-hour modules to your board meetings.

I. Roles and Responsibilities of Nonprofit Boards – Board members will review their legal duties as well as the ten responsibilities of board members. They will discuss the separate roles of board and staff and begin a plan to improve their governance.

II. Current Trends Affecting Boards – This module addresses changing demographics, charity watchdog groups, the growing era of accountability, the coming leadership crisis and how technology can enhance board work.

III. The Board’s Role in Fundraising – This module helps board members learn the importance they play in the cultivation of new donors and the stewardship of existing donors. Board members will recognize their responsibility to ensure the organization has sustainable funding.

IV. Recruitment and Retention of Board Members – By assessing the current board make-up, members will be able to identify strategies for finding and keeping good board members. They will discuss how to have effective meetings, the importance of orientation, and how to build a board that is so well run that everyone wants to join.

For more information, please contact Emily Furlong at 407-975-6414 or efurlong@rollins.edu.