Association Reserve Funds

By |2022-06-23T11:22:37-05:00June 23rd, 2022|

What is a Reserve Fund? Reserve Funds are liquid assets that associations set aside for anticipated future expenditures, or to serve as a cushion against any unplanned expenses. Five Best Practices for Managing your Restricted (Reserve) Funds Use the Class tracking functionality in your accounting software If your association [...]

The Crucial Orientation and Training for Association Board Members

By |2022-03-31T13:21:52-05:00March 31st, 2022|

As we start getting back to in-person board meetings, volunteer board members are craving a better understanding of their role as directors of an association. Zoom-based board meetings have taken away the personal interactions that happen around board tables and put board members into isolation which makes it harder [...]

Creating To Do Lists that Keep Your Association Work on Track

By |2021-12-16T14:33:11-06:00December 16th, 2021|

To-do lists are a helpful tool for managing your association workload. Sometimes, however, instead of reducing your stress, they add to it. This seems to be a common sentiment in today’s world. Especially for association volunteers, your professional and volunteer to-do lists can get jumbled up. Everyone has too much [...]

Teach Your Association Board How to FISH! The Diversity, Equality, and Inclusion Argument

By |2021-12-02T09:17:56-06:00December 2nd, 2021|

I don’t fish as I have never had the patience to sit that long but I recently took part in an online training program that made me think of the following phrase: “Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and [...]

Organization and Time Management: Four Steps to Success

By |2021-10-07T13:19:22-05:00October 7th, 2021|

For an association leader, the daily responsibilities tend to fall under a wide jurisdiction. Committee reports and board meetings require preparation and follow up, as well as many other duties-the list goes on. The many needs of an association’s membership can seem daunting, and it is paramount that these [...]

Boards and Ethical Decision Making

By |2021-06-03T10:41:57-05:00June 3rd, 2021|

In an everchanging world, it’s important that an association’s board of directors prioritizes adapting to change. Creating an ethically sound process for board rulings, whether minor or major, is vital. I will be breaking down a strategy of using an ethical decision-making framework highlighted in the Directorprep.com article, “Ethics [...]

Board Chair, Doing it Right!

By |2021-05-27T11:22:14-05:00May 27th, 2021|

What does it take to be a good board chair? What skill set do you need and who do you partner with to fulfill the Vision & Mission of your association? The American Society of Association Executives (ASAE) and the Canadian Society of Association Executives (CSAE) provide training sessions [...]

Ready to Be a Successful Board Leader?

By |2021-04-29T11:03:30-05:00April 29th, 2021|

You have been nominated and are now a newly appointed board member. You were either recruited for your skillset or you volunteered for this position because you have a passionate desire to make an impact in your field. Now it’s time to learn how to effectively contribute and see [...]

Adapting Board Leadership to Challenges of the Pandemic

By |2021-04-23T14:16:42-05:00April 22nd, 2021|

The last 14-months have felt more like a daily one-hundred-meter dash rather than a marathon. While I am no runner, I prefer the steady pace of a marathon. But, like most association leaders, I can handle the occasional sprint. During the pandemic, we have missed the personal connections and [...]

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