I 501(c) You - The Podcast for NonProfit Board Members

The Impact of Community Foundations with Roxie Jerde

This week, we are fortunate to delve into the world of community foundations with none other than Roxie Jerde, the President and CEO of the Community Foundation of Sarasota County. Roxie provides us with invaluable insights into the pivotal role that community foundations play in the nonprofit ecosystem.
A community foundation serves as a driving force for community betterment, striving to uplift every aspect of the community. Their fundamental purpose is to foster the community's well-being by supporting diverse nonprofit organizations, individuals, and initiatives. Not only do they make a direct impact through their assistance, but they also facilitate the collaboration of various organizations that may not have otherwise crossed paths.
With Roxie Jerde's expertise, we gain a profound understanding of how community foundations diligently work towards the greater good and positively influence the entire community.
 
Timestamps:
00:50 - Roxie introduces herself and her career
06:05 - What is a community foundation?
09:20 - The Community Foundation’s role in working with local nonprofits
11:45 - How do you understand all these nonprofits?
14:15 - Why can the Community Foundation make this societal change?
16:25 - How do you decide what issues to address?
18:50 - The Community Foundation is a resource
22:25 - What is the board’s role on a community foundation?
26:00 - How do boards differ on a private foundation versus a community foundation?
29:30 - Anything else?
32:18 - Recapping with Read
Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.
Listen to the podcast on any of the following platforms:
YouTube
Apple Podcasts
Spotify Podcasts
Amazon
iHeartRadio
Visit us at: www.thecorleycompany.com/podcast
 

Board Leadership Matters: Prepare for Officer Succession

While planning for your next group of board members is crucial, it's your strategic preparation for officer positions that truly sets the stage. Leadership can make or break an organization. With this in mind, join us for a conversation about the importance of succession planning for your board's officer positions.
Timestamps:
00:35 - Episode starts
01:12 - Officer positions
02:00 - Be intentional about leadership, look at the skills you want in these positions
03:16 - Identify those who you will want to be an officer in the future
03:45 - Have a thorough onboarding process for the officers
 
Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.
Listen to the podcast on any of the following platforms:
YouTube
Apple Podcasts
Spotify Podcasts
Amazon
iHeartRadio
Visit us at: www.thecorleycompany.com/podcast

Building High-Performing Nonprofit Boards with Hardy Smith

This week, we have the pleasure of welcoming Hardy Smith, a renowned author, consultant, and speaker. Hardy has authored an exceptional book aimed at improving the effectiveness and engagement of boards. In our engaging conversation, Hardy delves into valuable insights on putting an end to the nonprofit board blame game, providing CEOs with essential steps to foster a high-performing board, and shedding light on the major challenges faced by nonprofit board members.
Hardy's book has proven to be a treasure trove of wisdom. It not only exhibits a well-structured approach but also offers actionable steps at the conclusion of each chapter, ensuring practical application of the knowledge gained.
Buy "Stop the Nonprofit Board Blame Game" here.
Hardy's Website: https://www.hardysmith.com/
 
Timestamps:
00:45 - Interview starts
01:12 - Hardy introduces himself
02:30 - How did the book come about?
04:10 - The book is from the board member’s perspective
06:29 - Why don’t board members meet expectations?
08:49 - Some of the reasons why board members fail
09:49 - Communication
13:25 - Board members want to know they are making an impact
14:50 - How to identify if your board has negative experience creep
18:45 - A lack of organization contributes to a negative board experience
23:54 - If they help bake the cake, they own the cake
25:50 - What steps should an ED take if they have a disengaged board
30:08 - You have to be intentional about building relationships
32:16 - Recapping with Read
Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.
Listen to the podcast on any of the following platforms:
YouTube
Apple Podcasts
Spotify Podcasts
Amazon
iHeartRadio
Visit us at: www.thecorleycompany.com/podcast

Recharge, Realign, and Refocus: Why you need a Nonprofit Board Retreat

This week we are discussing the importance of having an annual nonprofit board retreat (or off-site). A board retreat offers a valuable opportunity for board members to forge stronger connections, chart a course for the future, evaluate the past year, and engage in in-depth discussions on challenging subjects. When it comes to fostering camaraderie among nonprofit board members, few activities can rival the effectiveness of a well-planned board retreat.
Timestamps:
00:35 - Episode starts
00:50 - Why should you have a board retreat?
02:20 - What are the benefits of a board retreat?
03:55 - Review the strategic priorities
04:35 - Retreats are a good time to have a challenging discussion
05:07 - The secret sauce
Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.
Listen to the podcast on any of the following platforms:
YouTube
Apple Podcasts
Spotify Podcasts
Amazon
iHeartRadio
Visit us at: www.thecorleycompany.com/podcast

Leading with Unity: Secrets to a Successful Board Chair and CEO Collaboration w/ Amanda Smith & Theresa Grimison

Join us for an enlightening episode of I501(c)You as we explore the pivotal relationship between Amanda, the esteemed Board Chair, and Theresa, the accomplished CEO, who together helm the Community Foundation for Brevard. In this engaging discussion, we dive deep into the intricacies of a highly effective CEO/Board Chair partnership.
We discuss the essential traits that contribute to a successful CEO/Board Chair relationship as we uncover the secrets behind their collaboration. Gain valuable insights into how this dynamic duo nurtures and strengthens their bond, fostering an environment of trust, mutual respect, and shared vision.
Don't miss this opportunity to gain a better understanding of the CEO/Board Chair relationship's significance. Join us as we shed light on a critical yet often overlooked factor in the organization's journey towards success.
Timestamps:
00:53 - Interview starts
01:15 - Amanda introduces herself
02:10 - Theresa introduces herself
04:25 - Amanda, why did you join the community foundation board?
07:09 - How do you approach a new relationship with an incoming board chair?
12:15 - How often do you both interact?
13:20 - Amanda, how do you prioritize your responsibilities as a board chair?
14:50 - What dynamics allow for a strong CEO/Board chair relationship?
18:08 - Did the board foresee that you would have a good relationship?
21:25 - As a board chair, how do you “stay in your lane?”
22:56 - Amanda, did becoming board chair change your relationship with Theresa?
23:50 - Theresa, how did this change from your perspective?
25:20 - Amanda, how do you manage your board?
27:54 - How does CFB recruit board members?
30:18 - Change happens at the speed of trust
31:08 - Advice for an incoming board chair
33:15 - Advice to a tenured CEO welcoming a new board chair
35:20 - Anything else?
36:40 - It is healthy for an organization to transition to a new chair
38:28 - Recapping with Read
Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.
Listen to the podcast on any of the following platforms:
YouTube
Apple Podcasts
Spotify Podcasts
Amazon
iHeartRadio
Visit us at: www.thecorleycompany.com/podcast

Fiscal Fitness: Equipping Your Board for the Year Ahead

Prepare for the upcoming fiscal year with a fresh perspective! As your organization approaches the new fiscal year, exciting changes are on the horizon: new board members, fresh officers, and the possibility of a new board chair. Stay proactive and take charge by initiating your turnover processes, revisiting your mission, vision, and values, and strategizing for the board's path in the upcoming year. Tune in to this episode of I 501(c) You - The Podcast for NonProfit Board Members, where we delve into these essential topics and more!
 
Timestamps:
00:00 - Episode starts
00:50 - How to prepare for the beginning of the fiscal year
01:42 - Talk about strategy of the board for the next fiscal year
02:20 - Prepare for CEO evaluation
03:10 - Conflict of interest update
03:25 - Reflection on the past fiscal year
 
Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.
Listen to the podcast on any of the following platforms:
Apple Podcasts
Spotify Podcasts
Amazon
iHeartRadio
Visit us at: www.thecorleycompany.com/podcast

How to Ensure Your Bylaws Protect You and Your Board with Cliff Walters

This week, we are discussing the importance of bylaws with Cliff Walters of Blalock Walters, P.A. Cliff delivers an abundance of invaluable insights for individuals currently involved in board service or considering taking on the role. He delves into crucial aspects of board service, like the significance of bylaws in safeguarding both board members and the organization, illuminating the roles and responsibilities incumbent upon board members, shedding light on areas of potential risk that board members ought to be well-versed in, and delving into numerous other essential topics. 
 
Timestamps:
01:05 - Interview starts
01:30 - Cliff introduces himself
02:25 - The importance of by-laws
03:50 - The Articles of Incorporation
04:25 - Cliff’s by-laws philosophy
06:25 - Should you change the Articles of Incorporation or the By-laws for consistency?
08:25 - Is there one area you organizations can improve upon?
09:15 - Every board member should read the by-laws
10:28 - Key parts of the by-laws
12:02 - What committees do you recommend nonprofits have?
16:50 - How should ad-hoc committees be structured?
18:40 - How should committees operate?
21:23 - Cliff’s advice for board member tenure
24:24 - Cliff’s advice for officer tenure
26:40 - Roles and responsibilities of the board
31:10 - Areas of risk the board should be aware of
36:20 - Advice for those who might be interested in serving on a board
38:30 - Recapping with Read
 
 
Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.
Listen to the podcast on any of the following platforms:
Apple Podcasts
Spotify Podcasts
Amazon
iHeartRadio
Visit us at: www.thecorleycompany.com/podcast

Special Episode: ”Riffing with Read” - A conversation about NPO Board Leadership

In this episode, Michael and Read delve into Read's newfound understanding of the nonprofit board world. Despite being a newcomer to this arena, Read has gained a wealth of knowledge through attending board retreats, conducting interviews for this podcast, and engaging with CEO/Executive Directors. Together, Michael and Read riff and reflect on these insights, offering a unique perspective on the nonprofit sector.
Timestamps:
00:36 - Interview starts
01:20 - Level setting
03:00 - Being on a nonprofit board is one of the best leadership development experiences available
05:10 - A good board member is an engaged board member
06:30 - The best board meeting are strategic and are structured
09:15 - A good board will provide its board members with expectations
10:45 - Understanding the roles and responsibilities of a board member
12:04 - Board members are expected to bring in donations
13:50 - Board committees
15:30 - The board should conduct an annual CEO evaluation
18:30 - Organizational structure is important for nonprofit organizations
24:13 - Every board member has said that it is worth it
Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.
Listen to the podcast on any of the following platforms:
Apple Podcasts
Spotify Podcasts
Amazon
iHeartRadio
Visit us at: www.thecorleycompany.com/podcast

Managing the Transition from All-Volunteer to Staffed: Insights from a Past Board Chair with David Fink

This week we are speaking with David Fink, Partner with Lifestyle Freedom Group and Past-Chair of the Lakewood Ranch Community Fund. David talks to us about the responsibilities of being a past chair, what all-volunteer organizations should consider before making their first Executive Director hire, and qualities of a good board chair.
 
Timestamps:
00:00 - Introduction
01:04 - Interview starts
02:12 - What organizations has David been involved with?
03:51 - Role of the board chair on a volunteer board
07:39 - Hiring an Executive Director
11:12 - Was there resistance with the financial implications of hiring an Executive Director?
14:30 - How do you onboard the first Executive Director of the organization?
17:30 - How do you view your role as past-president?
19:50 - How did you approach the transition to the next board chair?
23:12 - What qualities make a good board chair?
27:10 - What advice do you have for organizations looking to hire their first Executive Director/employee?
32:38 - Recapping with Read
Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.
Listen to the podcast on any of the following platforms:
Apple Podcasts
Spotify Podcasts
Amazon
iHeartRadio
Visit us at: www.thecorleycompany.com/podcast

Being a Nonprofit Board Member is Serious Business

Being invited to join a nonprofit board of directors is a prestigious honor. However, it's important to understand that along with the privilege comes legal responsibilities that must be diligently upheld. In particular, the legal obligations that we'll be discussing today are the duty of care, loyalty, and obedience.
Before joining a nonprofit board of directors, consider researching the legal obligations of a board member in your state. 
Resources discussed in the episode:
Accompanying Blog
Roles and Responsibilities of the Board - Produced by NH Center for Nonprofits
Timestamps:
01:10 - Episode starts
01:40 - Duty of Care
03:27 - Duty of Loyalty
05:00 - Duty of Obedience
Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization.
Listen to the podcast on any of the following platforms:
Apple Podcasts
Spotify Podcasts
Amazon
iHeartRadio
Visit us at: www.thecorleycompany.com/podcast