Evaluation is the Key to a Healthy Board

By |2021-03-03T11:55:48-06:00January 9th, 2014|

I live with an educator and listen to my wife talk about continually assessing students to ensure they are learning and performing the way they need to in order to grow. As in education, assessment and evaluation are important tools to evaluate how effectively a board is performing and [...]

Changing Auditors or External Accountants

By |2025-01-10T10:39:22-06:00December 5th, 2013|

The purpose of this blog is to help you with the process of changing auditors or external accountants. To begin, the bylaws of your association[1] will state if an annual audit is required or if the annual review of financial statements can be conducted by an external accountant. Compliance [...]

Exposures facing Directors and Officers of Non-Profit Organizations

By |2015-06-24T09:59:44-05:00November 28th, 2013|

As Canada’s most connected event and association management company we are pleased to publish guest blogs by our partners. This post is written by Jonathan Bracamonte, Account Executive, Non-Profit Insurance Solutions with LMS PROLINK Ltd. Serving on a board of directors of a non-profit organization takes a significant amount [...]

Who Leads Your Association? Volunteers, Staff, or Both?

By |2015-06-16T11:45:35-05:00November 21st, 2013|

Over my career I have had the opportunity to work with dozens of associations as an association manager, signature event consultant and volunteer. I have observed that association leadership models fall into one of three categories: 1) Volunteer led 2) Staff led 3) A hybrid where leadership is shared [...]

Your Effective Planning Committee

By |2015-06-16T11:45:35-05:00November 14th, 2013|

I’ve worked with a number of committees; each had its own personality and reached different levels of effectiveness. So what makes an effective committee? How do you create one of your own? Here are a few factors that inspire the drive of a committee: Leadership: Strong committees need strong [...]

Board Member Orientation – A Great Way to Strengthen Your Association

By |2024-12-19T11:21:48-06:00October 15th, 2013|

Board orientation is critical to ensure new board members focus on their true role, providing organizational direction and governance to your association. The orientation process should begin even before a member becomes a board leader and attends their first formal board meeting. Many associations pull future board leaders from [...]

Memo to a Newly Elected Treasurer

By |2021-03-04T13:54:25-06:00September 26th, 2013|

A successful treasurer ensures your association operates within its approved budget, because without money your organization’s mission may be more difficult or impossible to achieve. This blog is intended to provide an overview of what “things” a non-accountant treasurer needs to know. Not-for-Profit Accounting Speak The financial statements of [...]

The Value of Clear Association Board Policy Statements

By |2015-06-16T11:45:34-05:00September 12th, 2013|

Clearly defined board policy statements take the guesswork out of conducting the affairs of the association for volunteer leaders and staff. All boards operate based on the member approved by-laws of the organization. Although the by-laws define the do’s and don’ts of how the organization is structured, policy statements [...]

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