Good Governance— Leadership Excellence

Welcome back! Your ideas matter here!

Capacity Partnership Group

Glen Peterson

Good Governance—
Leadership Excellence

A Workshop in #Policy Governance®

Saturday, February 26, 2011

9 AM – 2 PM; Lunch included

Whittier Area Community Church
8100 Colima Road, Whittier, CA 90605

“Boards: Bar Fights, and Beautiful Music:

how to avoid the one, and make lots of the other”

A workshop in board governance for nonprofit and community benefit organizations, we will examine the practical usage of Policy Governance, a comprehensive model of board governance. This is a new paradigm for governance and ensures organizational results and accountability that is safe and fair. We will look at the foundational work of the board—the work that no other group of volunteers can be expected to do.

A board of directors needs to know its job and have the right tools. The job of governance is about values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. This workshop looks at how a board of directors brings added value to a new organization. The workshop is designed as an introduction and to help everyone from beginners to veterans. It is for new board members and executives.

As workshop participants, board members and staff leaders will gain an appreciation of leadership through governance; define the roles of management and board distinct from one another; identify the unique job outputs of the board; and learn how to avoid meddling and "rubber-stamping" by boards.

There is a nominal fee of $85 for the first person from an organization and $25 for additional persons from the same organization will be charged. Lunch and materials are included. All fees are due and payable in advance.

Future Policy Governance workshops to be offered in 2011 include: Ends Policy Writing, Policy Writing Blitz, Monitoring, Connection to Ownership.

For more information call Glen at 562/400-4739.

Sign up here.

More from Capacity Partnership Group here.

Post Office Box 693

Whittier, CA 90608

gpeterson@capacitypartnership.com

562/400-4739 [mobile & voice mail or text]

Please leave a comment.

Salaries at Community Organizations

Welcome back!

I get questions about compensation often. And, twice in the last week the subject has come up. Here is a quick look at some national median salaries for CEOs at nonprofits with various levels of income from the Chronicle of Philanthropy.

For a more complete look at compensation, the Southern California Center for Nonprofit Management publishes an annual compensation and benefits survey for the State of California. It is pretty reasonable to purchase if you participate in the survey. You can usually read the most recent survey at their office in Los Angeles.

It is the responsibility of the board of directors to set the compensation of the organization's CEO and to monitor its own policy on compensation for the entire organization.

A sample board level policy on compensation:

"With respect to employment, compensation, and benefits to employees, consultants, contract workers and volunteers, the CEO shall not cause or allow jeopardy to financial integrity or to public image.  Further, the CEO shall not…

1. Change the CEO’s own compensation and benefits, except as his or her benefits are consistent with a package for all other employees
2. Promise or imply permanent or guaranteed employment
3. Establish current compensation and benefits that deviate materially from the geographical or professional market for the skills employed
4. Create obligations over a longer term than revenues can be safely projected, in no event longer than one year and in all events subject to losses in revenue
5. Establish or change pension benefits so as to cause unpredictable or inequitable situations, including those that . . .

A. Incur unfunded liabilities

B. Provide less than some basic level of benefits to all full time employees, though differential benefits to encourage longevity are not prohibited

C. Allow any employee to lose benefits already accrued from any previous plan

Your ideas matter here! Please leave a comment.

Good Governance—Leadership Excellence--Workshop, October 17, 2009, Whittier, CA

Welcome back!

"Boards, Bar Fights, and Beautiful Music: how to avoid the one, and make lots of the other."

Saturday, October 17, 2009; 9 AM – 3 PM; Lunch included. Whittier Area Community Church, 8175 Villaverde Dr., Whittier, CA 90605

A board of directors needs to know its job and have the right tools. The job of governance is about values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. There are 3 job outputs that a board of directors must accomplish that no other group of volunteers can. Do you know what those are? You will if you attend this workshop. This workshop looks at how a board of directors brings added value to a new organization. The workshop is designed as an introduction and to help everyone from beginners to veterans.

As workshop participants, board members and staff leaders will gain an appreciation of leadership through governance; define the roles of management and board distinct from one another; identify the unique job outputs of the board; and learn how to avoid meddling and "rubber-stamping" by boards.

A nominal fee of $50 for the first person from an organization and $20 for additional persons from the same organization will be charged. WACC will provide scholarships for Whittier organizations that serve the poor or disadvantaged of the community.

Board Governance is the job of the group granted full accountability and full authority for value produced on behalf of those who morally if not legally own the organization. It is the servant-leadership work of the highest and initial authority within the organization.

Your ideas matter here! Please leave a comment.

8th Annual Foundations & Corporations Roundtable

Brought to you by:

Southeast Communities Prevention & Intervention Programs, Inc.
EXECUTIVE SUPPORT NETWORK
8th Annual Foundations & Corporations Roundtable
You are invited to join us as we meet and build relationships with foundations and Corporations

SAVE THE DATE:
Thursday July 23, 2009
Foundations & Corporations Invited:
John Gogian Foundation Vineyard Bank
Union Pacific Rail road Annenberg Foundation
Crail Johnson Foundation
Guest Speaker : Jim Clarke, Mayor’s Office Stimulus money for Nonprofits

LOCATION: California Endowment Foundation
1000 N. Alameda Street, ( Mojave Room )
Los Angeles, CA 90012
TIME: 8:30 – 9:00 Registration & Breakfast

Guest Speaker Jim Clarke, Mayor’s Office: 9:00 - 10:00
Stimulus Money for Nonprofits

Funders Panel: 10:00 – 11:00
One on one visits with Funders 11:00 – 12:00

Registration deadline July 20, 2009 space is limited
Early registration $ 75.00
On Site registration $ 90.00

For additional information contact: Eddie Mae Williams at (323) 290-3593 or emaewilliams@scpip.org

Breakfast Served

Also on Facebook.


Your ideas matter here! Please leave a comment.

Two day Tax and Election Law Training for Nonprofits

. . . is offered in San Francisco, March 19-20.

The Alliance for Justice is offering:

Tax & Election Law for Nonprofits

What Every Nonprofit Lawyer or Accountant Needs to Know About Advocacy

More information is here.

Your ideas matter here! Please leave a comment.

Policy Governance Workshop in Los Angeles, October 28

Welcome back!

I will be giving a workshop at the Southern California Center for Nonprofit Management in Los Angeles. I hope you can come and learn about the most comprehensive system of board governance that installs accountability as an organizational characteristic and adds value to the organization.

More information is here.

Your ideas matter here! Please leave a comment.

Are corporate bylaws filed with the Secretary of State?

Welcome back! This question has been asked again recently. For the state of California:

Corporate bylaws are not filed with the Secretary of State. Bylaws are kept at the corporation's principal executive office (if located in this state) or the corporation's principal business office in this state. The bylaws shall be open to inspection by the shareholders at all reasonable times during office hours. If the principal executive office of the corporation is outside this state and the corporation has no principal business office in this state, it shall, upon the written request of any shareholder, furnish to such shareholder a copy of the bylaws as amended to date.

The source of this information is California Business Portal, Secretary of State Information site.

Your ideas matter here! Please leave a comment.

Foreclosure Prevention Seminars

Welcome back!



Foreclosure Prevention Seminars

---

The Federal Deposit Insurance Corporation and NeighborWorks® America are hosting a series of one-day informational seminars in high-foreclosure cities around the country to help support counseling, mitigation and outreach efforts to distressed homeowners.

These seminars will provide participants with an overview of the foreclosure process and industry access that will be helpful in providing guidance to their clients and constituents at risk of foreclosure. Discussions will focus on opportunities and strategies for working with financial institutions and loan servicers in each area to help troubled borrowers.

For information on these seminars, click here.

The event is Los Angeles is Tuesday July 29, 2008.

Hilton Los Angeles Airport
5711 West Century Boulevard,
Los Angeles, California 90045
(310) 410-4000

**There is no fee to register, but space is limited so register early. Online registration. The agenda is here.

Your ideas matter here! Please leave a comment.

Travel to Oakland, CA

Welcome back!

I will be in Oakland, CA on June 23 for a meeting that ends at 1 PM. I don't have to be at the airport until about 6 PM. If you'd like to meet, give me a call or an email and we'll make plans.

Your ideas matter here! Please leave a comment.

Administrative Assistant Position

Welcome back!

Myasthenia Gravis Foundation buscan un(a) Asistente Administrativo, los requisitos estan listados en el link a Craigslist en la parte de abajo, un requisito importante es que vivan en el Este de Los Angeles, Commerce, Montebello, Whittier, Pico Rivera, Downey, Norwalk o ciudades circunvecinas.

For more information see here.

Your ideas matter here! Please leave a comment.

OC Marriage Resource Center Executive Director

Welcome back!

The executive director of the Orange County Marriage Resource Center (OCMRC) will lead the movement of churches in OC to strengthen marriages and significantly reduce the divorce rate within Orange County.

If you'd like to know more, let me know and I will send you the announcement.

Your ideas matter here! Please leave a comment.

Workshop on Board Governance

Welcome back!

Governance Matters

I will be presenting this workshop at the Southern California Center for nonprofit Management on June 12, 2008 as a volunteer facilitator. I contributed the following article to Nonprofit Directions.

Governance is vital for any organization. In an environment where resources are scarce and news of resource misuse seems to be rampant, good governance is becoming increasingly important for the success of all organizations.

Boards of directors add value to the organization they serve through certain job outputs. The board holds itself accountable for these roles of:

• Clearly articulating what the organization should accomplish and who should benefit on behalf of its members or moral ownership. More than just the activities and busyness, this result will make a difference in the world outside the walls of the organization.
• Developing accountability as an organizational characteristic. The board provides assurance that the expected results were produced and unacceptable situations were avoided; and the cost was worth the result.
• Understanding their trustee function and acting on behalf of its membership.

These job outputs are the unique contributions of a board of directors, and no other person or group can fill these roles. Once these job outputs are understood, the board is responsible to hold itself accountable and to accomplish its duty of care, loyalty and obedience.

On Thursday, June 12, we will discuss the unique value that a board brings to an organization. Ideally, the executive director and board chairperson will participate in this workshop together to determine if adopting a comprehensive set of governance principles will help the board more effectively do its work.

Good Governance is Leadership Excellence
Thursday, June 12, 2008
1:30 p.m. - 4:30 p.m. (Half Day)
Special Fee: $200 (Covers Executive and 1 Board Member)

Registration Information Here.

Policy Governance® is the registered trademark of John Carver and Carver Governance, Inc.

Your ideas matter here! Please leave a comment.

Technology Planning Workshop at UYWI 08 on May 16

Welcome back!

Friday, May 16, 2008
Time: 1:30 PM- 3:00 PM
Technology Planning Workshop
For Executive Directors

Presenters: Thomas Hsieh, Slinterrock; Marcos Ramirez, Idealistics; Glen Peterson, Capacity Partnership Group

Youth ministries and nonprofits have limited resources while the expanding available new technology is limitless. How can you as the organizational leader decide what is needed and how to put into place technology that will really produce results? A strategic technology plan can help you budget your time and resources to best meet your needs. This session will introduce a good planning outline and process: (1) establish technology leadership group,
(2) define your needs (what problems technology can solve for your organization), (3) assess current situation and resources, (4) explore solutions, (5) put your plan in writing including a timeline, (6) develop a funding strategy, (7) implement, evaluate, and revise the plan.

Room: Duke 603

Please leave a comment.

Key Principles of Policy Governance®

Welcome back! These are the foundational principles upon which we build a comprehensive system of governance.

• Governance is a function of ownership not management.
• Boards are the highest authority under ownership.
• Boards are the initial authority within the organization
• Board authority is group authority
• Boards are accountable to the ownership for everything within the organization
• Boards need to empower those to whom they delegate authority while remaining fully accountable for the use of their authority.

I will be speaking about these principles and their application on Thursday, October 4 at the Long Beach Nonprofit Partnership. More information here.


Your ideas matter here! Please leave a comment.

"See you in Court . . ."

Welcome back!

. . . promises to answer these questions:

• What is conflict of interest?
• Can nonprofits hold a raffle?
• What constitutes wrongful termination?
• Are the independent consultants you use really employees?
• Do you know what the penalties are for these and other management mistakes?

You can find more information here.

Speakers such as Kafi Blumenfield, President/CEO of Liberty Hill; and James Cordi, representative from California's Attorney General's Office will answer your your questions and more in "See You In Court" on Wednesday, September 26, 2007 from 9 AM to 12 Noon at the Center a Cathedral Plaza.

When we talked Friday about training programs and sessions we noted that not all are as good as they should be. One of the ways that I try to determine the potential quality of a workshop is to look at the person who is presenting it. In this case, I would want to hear what these people have to say about these topics.

I found this information in Nonprofit Directions (Vol. 14, Issue 31), a publication of Southern California Center for Nonprofit Management.

Your ideas matter here! Please leave a comment.

California Corporations Code

Welcome back!

Your ideas matter here! Please leave a comment.

Daring to Lead by CompassPoint

Welcome back.

Daring to Lead study[links to a pdf]: A study by Compasspoint Nonprofit Services and The Meyer Foundation of executive leadership at community-based nonprofits might be of interest to you. It is "based on nearly 2,000 surveys ... [and] provides current data on executive turnover, compensation, career plans, and retirement. It also explores leading causes of executive burnout--in particular, widespread frustration with boards of directors and funders."

Your ideas matter here! Please leave a comment.