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Mendoza College of Business

Leading Nonprofit Boards

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Description

Transformational Nonprofit Leadership

Leading Nonprofit Boards expands upon the history of philanthropy and the fundamentals board governance first introduced in Principles of Leading Transformational Nonprofits. This course concentrates on further developing your understanding of board development, management roles, strategic issues and the responsibilities of nonprofit board members. You’ll learn what it means to effectively manage the important relationship between organization executive members and board members and a successful transformational nonprofit organization. This course includes a number of specially selected topics that concentrate on the everyday, real-world responsibilities of nonprofit board members.

What You’ll Learn

  • Development and Evolution of Philanthropy
  • Fundraising and Recruitment
  • Nonprofit Governance: Roles and Responsibilities of Directors
  • Producing an Efficient Board Meeting
  • Interpersonal Board Dynamics
  • Nonprofit Law for Board Members and Executives
  • Asset Allocation
  • Strategic Planning

Curriculum

8 Week Course

Lesson 1 - The History & Philanthropy of the Nonprofit Sector Course Introduction

  • Roots of Philanthropy and Giving: Hinduism, Judaism, and Greek Mythology
  • Roots of Philanthropy and Giving: Roman Empire and the Catholic Church
  • Roots of Philanthropy and Giving: Confraternities and the Protestant Church
  • Roots of Philanthropy and Giving: Scientific Philanthropy
  • Evolution of Philanthropy in America: 1600s–1800s
  • Evolution of Philanthropy in America: Late 1700s–Early 1900s
  • Evolution of Philanthropy in America: Late 1800s–Mid 1900s
  • Evolution of Philanthropy in America: 1950s–Today

Lesson 2 - Fundraising and the Board and Creating a Philanthropic Culture

  • Fund Development, the Board and Creating a Culture: Part A
  • Fund Development, the Board and Creating a Culture: Part B
  • Board Roles: Part A
  • Board Roles: Part B
  • Board Roles: Part C
  • Walking the Walk: Part A
  • Walking the Walk: Part B
  • Campaign Development: Part A
  • Campaign Development: Part B
  • Campaign Development: Part C
  • Campaign Development: Part D
  • Participating in Transformational Gift Solicitation: Part A
  • Participating in Transformational Gift Solicitation: Part B

Lesson 3 - Roles and Responsibilities of Directors

  • Introduction to Nonprofit Governance
  • Board Responsibilities and Governance
  • Legal Duties of Nonprofit Boards
  • Board Committees and Task Forces
  • Evaluating Boards and Individuals
  • The Board Cycle
  • Trends and Best Practices
  • Return on Investment and Dashboards

Lesson 4 - Producing An Efficient Board Meeting

  • How to Be an Effective Trustee
  • Why Things go Wrong at Board Meetings
  • Board Principles
  • Managing Information and Process
  • Board Meetings: Agendas and Minutes
  • Board Meetings: Executive Summaries, Presentations and Norms
  • Board Meetings: Reviews and Assessments
  • Board Implementation: Costs of Change

Lesson 5 - Maximizing Board Effectiveness Through Systems

  • Current US Nonprofit Environment
  • Essential Roles of Board Members
  • The Corporate Reality of the Board
  • Group Theory
  • Asking Awareness Questions and Solving the Authority Problem
  • Application of Group Theory to Board Practice
  • Board Law and Other Systematic Practices
  • Maximizing the Meeting and the Agenda
  • Reflection of Key Concepts

Lesson 6 - Nonprofit Law for Board Members and Executives

  • Introduction to Nonprofit Law
  • Fiduciary Duties
  • Best Practices
  • State Regulation
  • Federal Tax Law: Permitted Purposes and Activities
  • Federal Tax Law: Transactions with Insiders
  • Federal Tax Law: Political Activity
  • Other Common Legal Issues

Lesson 7 - Nonprofit Budgeting and Finance

  • Accounting Terminology
  • Accounting Principles and Concepts
  • Types of Accounts and the Accounting Equation
  • The Basics of Financial Statements
  • Expense Analysis: Part 1
  • Expense Analysis: Part 2
  • Contribution Margin and Profit Planning
  • Budgeting and Forecasting

Lesson 8 - Strategic Planning

  • Strategic Thinking and Execution
  • Assessment and Analysis
  • The Five Forces Framework
  • Strategic Positioning
  • Nonprofit Innovation: Part 1
  • Nonprofit Innovation: Part 2
  • Strategy Execution
  • Project Selection and Growth
  • Course Conclusion

Who should attend

This course, specifically designed for participants who have completed Principles of Leading Transformational Nonprofits, is ideal for furthering your understanding of nonprofits’ functional areas to improve your job performance and effectiveness.

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