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SUMMARY:(LIOT01/27) Working With and Being on Nonprofit Boards; Engaging In & Supporting Philanthrophy
DESCRIPTION:Event Description\n\nServing on a nonprofit board can be one of the most rewarding—and most misunderstood—leadership experiences for a CPA. This course helps you evaluate whether a board role is the right fit\, understand the core responsibilities of governance\, and build effective working relationships with the CEO/Executive Director. You’ll also learn how to contribute meaningfully beyond meetings\, engage in philanthropy with intention\, support fundraising ethically\, and measure impact in ways that strengthen organizational credibility and community trust. \nDesigned for CPAs and financial leaders who want to make a real difference\, this session blends practical frameworks with the real-world expectations of modern nonprofit governance. \n\nDesigned For\n\n\nCPAs considering joining a nonprofit board\nExisting board members seeking clearer expectations\nFirm leaders\, CFOs\, controllers\, and financial professionals involved in community organizations\nAnyone who wants to strengthen governance\, partnership\, and philanthropy skills\n\n\nObjectives\n•  Evaluate whether a nonprofit board role is the right fit by assessing mission alignment\, time commitment\, expectations\, and personal readiness.\n•  Understand and operate within the core board responsibilities\, including oversight\, fiduciary duties\, and strategic guidance.\n•  Build strong partnerships with the CEO/Executive Director through clarity\, trust\, and shared expectations.\n•  Contribute beyond meetings by adding value through committees\, expertise\, advocacy\, and strategic support.\n•  Engage in philanthropy with intention as a donor\, ambassador\, and steward of mission integrity.\n•  Support fundraising confidently and ethically\, aligning requests with organizational values and donor trust.\n•  Measure and communicate impact using clear metrics\, storytelling\, and financial insight. \nMajor Subjects\n\n\nEvaluating Board Service: Fit\, Expectations & Readiness\nCore Responsibilities of Nonprofit Boards (Duty of Care\, Loyalty\, & Obedience)\nBuilding Effective Partnerships with the CEO/Executive Director\nAdding Value Between Meetings: Strategic Contributions Beyond the Boardroom\nPhilanthropy With Intention: Giving\, Asking\, and Stewardship\nEthical & Confident Support for Fundraising\nMeasuring and Communicating Mission Impact
URL:https://sc.cpa/event/liot01-27-working-with-and-being-on-nonprofit-boards-engaging-in-supporting-philanthrophy/
CATEGORIES:Livestream
ORGANIZER;CN="Doug Van Dyke%2C MBA%2C CSP":MAILTO:doug@leadershipsimplified.com
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