Role for our purposes is not your position as president or committee chair; rather, it is how you choose to behave to match the needs of a situation. Everyone holds multiple roles, adopting them almost without thinking. For example, parents play an impressive list of roles in situations with their children: confidante, disciplinarian, advocate, chauffeur.... Read More
A leadership succession plan expresses an organization’s commitment to continuity and stability. It is a written plan identifying the values and process by which leadership will be sought and assumed when a planned or unplanned departure by key board members or staff occurs. Who is prepared to assume responsibility in the absence of those responsible?... Read More
This webinar explains how different insurance products can help your organization manage risk, and help you determine if you’re adequately covered. Mike Mooney, SVP, USI Affinity walks you through the benefits and cost-savings of the insurance coverages available to Exponent Philanthropy members, including: Directors & Officers Liability, Cyber Liability, Business Owner’s Policy, and Workers’ Compensation. Read More
Self-dealing is prohibited; conflicts of interest can be managed. But the intricacies of the two can be confusing. In this webinar, led by attorney Darren B. Moore of Bourland Wall & Wenzel, find clear, easy-to-follow steps to help you recognize each, avoid self-dealing, and manage conflicts of interest. Learn the laws, discuss common situations and... Read More
Leadership succession is cited as the number one concern of small foundations year after year. You’re not alone! Yet many boards are not prepared to navigate it. This session is designed for funders who are ready to start, review, or have hit a roadblock in their succession planning. We’ll share tips on how to inspire... Read More
We all know that outdated technology can waste valuable time and money, yet the process of shopping for and implementing something new can be daunting. If you’re confused by techie lingo or worried that your board members won’t be open to change, join us and our partners at Foundant Technologies to discuss ways to add... Read More