Here is my governance model, an overview of how policies may be written for the board to self-govern and how the board can delegate to their executive to gain the most benefit from the biggest salary in the organization.

This session can easily be modified to apply to nonprofits other than credit unions.

Governance is about clarifying the roles of volunteer directors, the board and professional staff. Differing roles make the interface rough sometimes. Serving the members requires not the roughness of 60-grit sandpaper but 600-grit fine. Growing choices for consumers require credit unions to be creative and act quickly. Regulators count on good boards to define the roles appropriate to the organization. regulatory changes require more board involvement to fix the ills of corporate America; yet many credit union boards are the opposite, mired in minutia. This session seeks to strike a balance of power and accountability that helps a credit union remain viable into the next generation. This governance model satisfies the credit union’s needs, suggests higher-level work for the board that wants to make a difference, and affords the CEO more freedom with accountability.

Participants will…

• Know where to draw the line between board and Executive authority – develop clarity of roles.
• Identify and eliminate destructive micromanaging.
• Solve the ends v. means argument, explain “face in and hands off” concepts and confidently answer how many employees a board has.
• Know four tiers of planning and see how they visioning and operational planning compliment other good governance practices.
• Squeeze more productivity from board meeting ‘face-time.’

Just one of several topics found at www.danclark.com.

Program Length

• 1.25 to 1.5 hours for a conference.
• 3 to 4 hours as a private session for an individual credit union or non-profit – longer due to customization.

Primary Audience

Directors and Executives. All volunteers and managerial staff can benefit.

Other Notes

Many clients have made a copy of the book or audio of the same name a part of the seminar materials: call to discuss arrangements and pricing.