Overview & Governance

This session covers the following topics:

CF OVERVIEW

  • Definition, roles, history
  • National Standards
  • IRS Code; tax exempt orgs
  • Legal concepts & documents

GOVERNANCE

  • Key legal concepts
  • Governance vs. management
  • Unique challenges of boards
  • Board leadership
  • Board orientation/education
  • Board & executive roles
  • Strategic planning
Date & Time: 
Wednesday, November 13, 2024 -
10:30am to 1:00pm EST
Webinar
11
Feb
Laying the Foundation Part One: Defining Family and Its Role
Virtual + Recording
Peer Meeting
12
Feb
Finance Peer Community
Virtual Meeting
Workshop
13
Feb
Advanced Finance Deep Dive
Greenwood, IN
Member Call
17
Feb
Luminaries: Conversation with Indiana Health Commissioner Dr. Lindsay Weaver
Virtual Meeting