Corporate Governance for 501c3 Organizations and their Boards

May 1, 2012


Time:  9:00-11:00am, 8:30am registration and networking
Location:  Boston Private Bank & Trust Company (10 Post Office Square, Boston, MA)

This 2-hour, interactive seminar was led by a tax-exempt organization specialist.  The agenda included the role of your board, director duties, board compostion, board procedures, policies, as well as other compliance issues and director liabilities.
Co-sponsored by Boston Private Bank and Trust Company, The Lawyers Clearinghouse, and Rackemann, Sawyer & Brewster.
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Corporate Governance for 501c3 Organizations and their Board Members

October 26, 2011
8:30 amto11:00 am

Date:  October 26, 2011
Time:   9:00-11:00am, Breakfast and Networking 8:30am
Location:  Boston Private Bank & Trust Company (10 Post Office Square, Boston, MA 02109)

Registration Deadline: October 22, 2011

This 2-hour, interactive seminar was led by a tax-exempt organization specialist. The agenda included the role of your board, director duties, board composition, board procedures, policies, as well as other compliance issues and director liabilities.

Co-sponsored by Boston Private Bank and Trust Company, The Lawyers Clearinghouse, and Rackemann, Sawyer & Brewster.

 

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Corporate Governance for CDCs and their Board Members

Date:  July 14, 2011
Time:  3:00pm-5:00pm
Location:  Rackemann Sawyer & Brewster (160 Federal Street, Boston, MA)

This 2-hour, interactive seminar was led by a tax-exempt organization specialist.  The agenda included the role of your board, director duties, board compostion, board procedures, policies, as well as other compliance issues and director liabilities.
Co-sponsored by Boston Private Bank and Trust Company, The Lawyers Clearinghouse, and Rackemann, Sawyer & Brewster.

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The Secrets of Nonprofit Board Committees: What You Need to Know

November 18, 2010
7:30 amto10:00 am

Date:  Thursday, November 18, 2010
Time:  7:30am – 9:00am
Location:  Rockland Trust of Hanover

Nonprofit Boards guide their organizations. Committees help guide the board and make the organization more efficient. A group of leading nonprofit experts will be speaking on two kinds of nonprofit (Finance & Audit Governance) committees and what you need to know to best support your organization.

Additional Information & Registration

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Build Your Resources: The board’s role in fundraising

November 18, 2010
9:30 amto12:30 pm

Date:  Thursday, November 18, 2010
Time:  9:30am – 12:30pm
Location:  Technical Development Corporation (31 Milk St. Suite 310. Boston, MA 02109)

Very few nonprofits can say their boards of directors are as proactive in fundraising as they’d like them to be. In fact, fundraising ranks last in the areas of board performance. If your board members are reluctant, there are proven ways to enhance their fundraising effectiveness.  This workshop will provide you with strategies and techniques to transform your board into a fundraising board, one that is willing to both “give and get.”

This workshop is designed for executive directors, board chairs and chairs of board fundraising committees.

Additional Information and Registration

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United Way Associates Advisory Council: On Board Training Event

May 19, 2010
6:00 pmto7:30 pm

Date:  Wednesday, May 19, 2010
Time:  6:00 – 7:30pm
Location:  100 Summer St. Boston, MA (Nixon Peabody)

The United Way Associates Advisory Council invites you to get the knowledge you need to serve on a nonprofit board. Join United Way and a panel from key industries to learn about the board engagement process, including governance, fundraising, dealing effectively with organizational management and handling conflict.

RSVP is required by May 12th for security
http://www.zoomerang.com/Survey/WEB22AHA97CPP7

Suggested Donation
A suggested donation of $20 will be asked at the door.  All donations will benefit United Way’s Family Financial Stability Fund, providing emergency assistance to families in crisis and helping them build a path to lasting financial stability.

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The New Massachusetts Data Security Law

March 11, 2010
8:30 amto11:00 am

What Every Nonprofit Needs to Know

Presented by the Lawyers Clearinghouse

Date:  Thursday, March 11, 2010
Time:  8:30am – 11:00am
Location:  Doyle Conservation Center (464 Abbott Avenue, Leominster, MA)

The Lawyers Clearinghouse is hosting several upcoming information sessions about the new Massachusetts Data Security Law, and specifically how nonprofit organizations will be effected by this law.  The discussion agenda will include specific details, compliance issues, and assistance regarding the Data Security Law.

For additional information and RSVP, please e-mail:
Machiko Sano Hewitt by March 5, 2010

msanohewitt@lawyersclearinghouse.org

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Nonprofit Effectiveness Initiative

Building Leadership Capacity for Diverse and Sustainable Organizations

Date: January-June 2010
Time:
8:30am-4:00pm
Location:
The Partnership, Inc. (155 Seaport Blvd., 11th Floor, Boston, MA)

The Nonprofit Effectiveness Initiative is designed to support the efforts of Executive Directors, their organizational teams and Boards of Directors in creating realistic board diversification, fundraising and strategic plans.

Two topics will be offered on each training day between January and June 2010.  Specific training topics are offered on multiple dates enabling several individuals from the same organization to attend when convenient for his or her schedule.

Board Development, Led by Tammy Dowley-Blackman, Ed. M.

  • Determine your organization’s readiness to diversify

  • Create a plan to target appropriate talent to improve your Board’s effectiveness

Fund Development, Led by Christina Yoon, Ph.D.

  • Gain an overview of principles and components of fund development

  • Build a framework for an organizational fund development plan

Strategic Planning, Led by Claudia Lach, M.A., M.S. and Doris Ferrer Roach, J.D.

  • Gain an overview of the strategic planning process

  • Understand how strategic planning can develop clarity for future organizational growth

All workshops take place from 8:30am to 4:00pm and include lunch.

For more information and registration, please contact:
Tammy Dowley-Blackman at tammy@tdbgroup.com or call 510-435-6612

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Boston Nonprofit Leadership Series: Building a Strong and Healthy Board of Directors

January 21, 2010
8:30 amto12:00 pm

Date: Thursday, January 21, 2010
Time: 8:30am – 12:00pm
Location: Simmons College, Linda K. Paresky Conference Center (300 The Fenway)
Registration Fee: $110.00

A well functioning board of directors is essential for a nonprofit’s success, and without it, your organization will have limited ability to accomplish its mission. This session will examine some examples of highly functioning boards, and distill the keys to their success. The session will also explore the following topics:

-  The core responsibilities of a nonprofit board
-  Structuring your board for maximum effectiveness (size, diversity, skills, etc.)
-  Proven techniques and approaches for board assessment and recruitment
-  Getting your board back on track when it  appears to have lost its way
-  Ways to make the most of the board-executive relationship

Additional information and registration: http://www.cfnps.org/BosLS1.aspx

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Social Investing Series- Practical Advice for Nonprofit Board Members

June 25, 2009
9:00 amto10:30 am

Community Conference Room suite 221-E, 100 Building, Cummings Center

Route 62 / Elliott Street; Beverly, MA

Opening Remarks:
Brian F. Gregory
Boston Private Bank & Trust Company

Speakers:
Barry N. Chait, Esq., Parent, McLaughlin & Nangle, CPA’s
Maura E. Murphy, Esq., Rackemann, Sawyer & Brewster P.C.
Augusto Russell, May, Bonee & Walsh

Agenda:
8:30 – 9:00 a.m. – Breakfast and Networking

9:00 – 10:30 a.m. – Practical Advice for Nonprofit Board Members

To RSVP: cra@bostonprivatebank.com

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