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

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
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Amazon
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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
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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
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Amazon
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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:
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Amazon
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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
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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
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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
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Visit us at: www.thecorleycompany.com/podcast

Why Would a Busy CEO Join a Nonprofit Board? With Dennis Murphy

This week, we are speaking with Dennis Murphy, President and CEO of Gulfside Bank and Past Board Chair of the Greater Sarasota Chamber of Commerce. Dennis shares with us some of the differences between leading a 501(c)3 and a 501(c)6, how being a board chair helped him as a CEO, and how he managed the large board of the Chamber.
Key Takeaways:
Soft skills are extremely important to being a great leader.
It is helpful for the board chair to set a long term goal for the board.
As a board chair, Dennis wanted to support the CEO and allow her to run the organization.
Timestamps:
00:56 - Interview Starts
01:12 - Dennis introduces himself
03:10 - Why did Dennis volunteer his time at the Sarasota Chamber?
06:15 - What is the role of the board chair for the Chamber?
08:45 - How do you manage a large board?
11:25 - How much time did you dedicate to the Chamber on a weekly basis?
13:05 - What is the difference between a 501(c)6 and 501(c)3?
15:25 - What skills as CEO helped you perform as board chair?
19:00 - What skills as board chair help you perform as a CEO?
21:10 - Anything else?
22:30 - 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
 

The Art of Nonprofit Governance

In this episode, Michael discusses the importance of having a sound governance process. It will save your board headache, heartache, and effort if you have well defined processes and stick to them. Nonprofit board members change so frequently, these processes need to be part of the culture of the organization. This way, even when board members term off, the next group can pick up right where they left off.
 
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

Leveraging Consultants to Build Capacity and Expand Your Nonprofit’s Reach with Ashley Dietz

Join us as we speak with Florida Philanthropic Network's President and CEO, Ashley Dietz. FPN has been on a growth trajectory and is utilizing the expertise of consultants to help their growth. We discuss the pros and cons of utilizing consultants, how Ashley manages consultants, and how to get consultants to buy in.
 
Key Takeaways:
Ashley's Board responded with relief when she approached them about the consulting model.
Consultants are great for timebound projects.
For consultants: Do not underestimate the power of saying "no."
 
Timestamps:
00:45 - Interview starts and Ashley introduces herself
01:45 - Ashley’s background
03:05 - Transition of becoming a CEO during COVID
05:00 - What did you find out during your “listening tour”?
06:25 - Ashley talks about the consultant model
08:55 - How do you find consultants to contract?
10:00 - How do you manage consultants?
11:50 - How do you create clarity in the work for the consultants?
13:50 - Strategic considerations when using consultants
15:07 - The power of saying “no” as a consultant
15:40 - Reporting structure for consultants
16:35 - Downsides in the consulting model
17:57 - How do you onboard a consultant?
20:25 - What was the board’s response to the consulting model?
22:15 - What would create the need to add staff?
23:53 - Aspirations for FPN
26:33 - 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