I 501(c) You - The Podcast for NonProfit Board Members

This week we speak with the author of "The Ultimate Guide for New Nonprofit CEOs", Brian Quail. Brian worked in nonprofits for 40 years, was a CEO for 25, and raised over $1 billion for his organizations across his career. In this episode, we focus on the 5 frameworks from Brian's book: “90 Days," “Your Team," “The Financials," “Donor Relationships," and “The Who." These 5 frameworks provide a new nonprofit CEO with the key to being a successful leader. Throughout the episode, Brian shares how he used these 5 frameworks to lead 3 different organizations over the course of his career. Contact Brian: brianquail.com bq@brianquail.com Timestamps: 00:00 Introducing Brian Quail 04:00 Inspiration for writing the book 07:55 The first of the 5 frameworks: 90 Days 13:00 Analyzing your team, framework 2 17:45 Framework 3: The Financials 22:10 Framework 4: Donor Relationships 26:40 Framework 5: The Who 33:45 Final words 35:40 Recapping with Read Listen to the podcast on any of the following platforms: YouTube Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

July 1st brings in a new fiscal year for many nonprofit organizations. As we approach this time of transition, we discuss two ways to get your new board aligned. In your first board meeting with your new board, discuss the mission. What does the mission mean to each person? It is also important to discuss what is NOT the mission. Mission creep can be a dangerous factor to nonprofit organizations. This time of the year is also a good time to identify a set of values in which each individual can adhere to. If everyone is aligned, your impact will be increased. Timestamps 00:00 New fiscal year coming on July 1 01:40 Revisit the mission 02:35 What is not the mission? 03:45 Identify the values of the organization Listen to the podcast on any of the following platforms: YouTube Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week we speak with Kerry Diaz, a former practicing attorney, turned nonprofit CEO, board member, entrepreneur, and now nonprofit consultant. Together, we discuss Kerry's transition from board member to CEO, succession planning best practices, and traits that make an effective nonprofit CEO and board member. Contact Kerry: kerryadiaz@gmail.com (561)-307-0844 Timestamps: 00:00 Introducing Kerry Diaz and her winding road to nonprofit consultancy 05:30 How did having a legal background help you in your career? 06:50 Did serving on the board help you become a better CEO? 09:00 Are you a better consultant because you have been a board member and CEO? 10:00 What are some succession planning best practices? 12:34 Who do you let know about succession planning? 15:25 Board succession planning best practices 19:30 What makes an effective board member? 20:45 What makes an effective CEO? 21:45 Board members coming from entrepreneurship 24:45 How often should a CEO/ED communicate with board members? 26:40 Board Chair-CEO relationships 27:40 Should you have personal/social friendships with board members? 30:30 Advice for nonprofit board members? 32:15 Reach out to Kerry 33:00 Recapping with Read   Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

There might come a time when a board member is not showing up for meetings, reviewing meeting materials, or being a good steward of the organization. It is the role of the board chair to step in and have a conversation with that board member. Remember, board members are volunteers, so a delicate balance has to be reached. Oftentimes, people feel obligated to fulfill their commitment as board members, but life gets in the way. People get busy. The board chair can offer a way for the board member to gracefully exit the board or step into a committee role. Timestamps: 00:00 What to do when a board member is not pulling their weight 01:35 It is the board chair’s responsibility to correct board member behavior 02:50 Do not be accusatory, this is a volunteer position 03:20 Sharing a personal experience 04:20 Do not let the behavior go unquestioned 05:45 What to do when a board member does not change Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with the Honorable Adelaide “Alex” Sink. Alex served as Florida’s elected Chief Financial Officer from 2007 to 2011. Prior to elected office, Alex had a 26-year career at Bank of America where she served on several nonprofit boards.  We discuss how serving on nonprofit boards helped her banking and political career, evaluating and eliminating conflicts of interest, and the power of relationships made through board service. To end the episode, Alex provides advice for how young professional women can begin giving back to their communities. Timestamps: 00:00 Introducing the Honorable Adelaide “Alex” Sink 03:55 Did the desire to give back start from a young age? 05:30 Sitting on boards during her banking career 07:40 What did you learn from serving on nonprofit boards that helped you in your career? 09:25 The importance of being engaged in the mission 12:25 If you are joining a board, you need to devote the time 16:45 Serving on boards as the CFO of Florida, evaluating conflicts of interest 19:55 Serving as the chair of Florida Healthy Kids 21:40 Difference between serving on a for-profit and nonprofit board 23:20 Advice to nonprofit board members - ask questions, speak up 26:20 What challenges should a nonprofit board member be aware of 29:00 Making connections through board service 30:20 Advice to young women about serving on a nonprofit board 33:45 Pick one thing to get involved in the community 34:40 Encouragement to be on a nonprofit board Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

A nonprofit's #1 currency is trust.  Any fraudulent activity by a nonprofit agency negates this trust. The Board has a role and responsibility to minimize the risk of fraud. This week, we discuss 10 tips for nonprofit boards to help mitigate fraud in their organizations. Timestamps: 00:00 How nonprofit boards can mitigate fraud risk 01:40 #1-3 - Establish a Strong Ethical Culture, Implement Clear Policies and Procedures, Segregation of Duties 03:05 #4-6 - Regular Financial Oversight and Reporting, Board Oversight and Involvement, Independent Audit Committee 04:20 #7-10 - Whistleblower Policies, Regular Training and Education, Monitoring and Evaluation, Lead by Example Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Hal Williams. Hal is the creator of Results 1st and the author of the new book “Put Results First”.  Results 1st helps individuals and groups focus on results in each of their functions, activities, processes, and structures. Together, Michael and Hal dive into the 4 parts of the book, including discussions on defining success before designing a program, how to improve nonprofit accomplishment, and being “achievement based.” This book will help any nonprofit organization greatly improve their program results. It all starts with asking “so what?” Results 1st website Buy the book Timestamps: 00:00 Introducing Hal Williams, Creator of Results 1st 02:50 Creating Results 1st 05:25 What does it mean to be “achievement based?” 07:25 Set targets and define success BEFORE starting a program 08:52 Tracking milestones for a program 11:40 “Hold the result constant, let the activity vary” 12:20 You need to ask “So what?” 18:10 Communicate by accomplishments 21:40 Part 2: How do you greatly improve nonprofit accomplishment? 25:30 Part 3: Practices that pull us away from our results 28:20 Board members are stewards of results 29:40 Part 4: Partnerships, Coalitions, Collaborations and DEI 34:00 How to get the book 35:35 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In recent interactions with nonprofit board members, there has been a difference in familiarity regarding the operational nuances between for-profit and nonprofit organizations. Given that many board members do not interact with the organization on a daily basis, there may be unintentional assumptions about how nonprofits operate. In this episode, we dive into the fundamental similarities and differences between nonprofit and for-profit organizations, with the goal of enhancing mutual understanding among all participants. Timestamps: 00:00 Introducing the differences between non-profit and for-profit organizations 01:20 Similarities 04:10 Differences Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Malcolm MacLeod. Malcolm is a board chair, retired nonprofit CEO, lawyer, and author of the book entitled, “The Practice of Philanthropy: A Guide for Foundation Boards and Staff.” Malcolm's book is the culmination of 19 years of experience spent as the president and CEO of the Johnson Scholarship Foundation. Those 19 years were not all smooth sailing. Malcolm had to learn by trial and error. He wished he had a reference book for leading a nonprofit. Thus, when he retired, he wrote his own. In this episode, we cover several chapters of the book, including the “Essence of Grantmaking," managing your investment managers, and a foundation's approach to values, mission, strategy, and vision. To end the episode, Malcolm provides great advice for CEOs, “trust is your currency” and to board members, “listen.” Malcolm’s website: malcolmmacleodauthor.com Find Malcolm's book on Amazon Timestamps: 00:00 Introducing Malcolm MacLeod 03:10 The role of the CEO and board 04:35 The reason for writing the book, the transition from for-profit to foundation work 07:00 What do board members/leaders need to know about the "Essence of Grantmaking"? 08:35 What have you found to be solid principles of Foundation investing? 10:55 Control your investing costs 11:20 How do you keep your board informed of investment policy? 13:30 Compare and contrast your view of Governance as a CEO and now as a Board Chair 15:06 Positives and negatives of being CEO and Board Chair 17:45 How do you advise Foundation leaders to approach Values, Mission, Strategy and Vision? 20:50 Discuss your epiphany about the grantmaking process 25:20 How might a board "manage" its investment managers?  27:35 Closing advice to a CEO  29:00 Advice for a board member 31:23 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

In this episode, Michael shares insights from the Florida Philanthropic Network Annual Summit, highlighting five reasons why nonprofit professionals should attend conferences. He emphasizes networking, learning, idea generation, growth through association, and team building as essential benefits. Michael urges nonprofit leaders and board members to prioritize conference participation for personal and organizational development. Join us for a practical discussion on leveraging conferences to drive nonprofit success. Timestamps: 00:00 The importance of attending conferences for personal development 01:10 Meet new people 01:30 Learning about topics of interest for your industry 02:00 Get new ideas 02:20 Growth through association 02:42 Teambuilding 03:10 Board members, encourage the CEO to pursue personal development opportunities Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Anne LeBaron, CEO of Take Stock in Children Manatee. Anne had quite the career in the for-profit world as former Sales, Marketing, HR and Recruiting manager before joining Take Stock Manatee as the CEO. Take Stock in Children Manatee is a mentor based organization that partners students with a mentor to earn a scholarship upon graduation from high school. Anne shares her experience transitioning from the for-profit to nonprofit sector including how she utilizes metrics to keep track of performance, as she did in her for-profit jobs. Anne also shares how she took her time getting to know the organization before joining the board. Lastly, Anne provides insight into navigating virtual versus in-person work. Timestamps: 00:00 Introducing Anne LeBaron, CEO of Take Stock in Children Manatee 02:20 How Anne became CEO and transitioning from Board member to CEO 05:40 Cutting fundraising events that were not worth the effort, focusing more on the mission 07:15 How Anne’s experience in the for-profit sector helps with her nonprofit leadership 08:35 Biggest challenge going from for-profit to nonprofit 09:50 Balancing in-person versus online work 12:23 Anne’s approach to fundraising and utilizing the board to fundraise 16:00 What does the CEO need from their board? 18:22 Advice for someone transitioning from for-profit to nonprofit 20:00 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we discuss 3 easy ways to fundraise as a nonprofit board member. Fundraising as a nonprofit board member can be a contentious topic. Most people do not join a nonprofit board to fundraise. However, it is your responsibility as a board member to ensure the financial stability of your organization. Fundraising as a board member does not mean you have to ask for money! Many people are uncomfortable making an ask. However, you should be making connections to your CEO/Development Director, participating in events, and making a personal financial contribution. Remember, the organization in which you serve as a board member should be your primary philanthropic focus. Timestamps 00:00 Fundraising as a nonprofit board member - You do not have to make the ask 01:45 Make connections for your CEO/Development Director 02:37 Participate in events 03:10 Make a personal financial contribution Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Janene Amick, CEO of Florida Cultural Group. Janene has been part of Florida Cultural Group (f/k/a Manatee Players, Inc.) for 19 years, beginning as a board member. Together, we discuss her role as Chief Cheerleader, her approach for fund development, and how she encourages her board members to fundraise.  We also talk about how the role of CEO for nonprofit organizations has changed, staying up to date on 501(c)3 rules and regulations, and advice for new CEOs. Timestamps: 00:00 Introducing Janene Amick, CEO of Florida Cultural Group 03:50 What is the role of the nonprofit CEO? 06:30 How do you approach fundraising? 07:40 Not all donations are cash based 10:30 Legacy giving is long term 12:20 How do you engage your board members when it comes to fundraising? 18:00 How often and how do you interact with board members and your board chair? 22:30 How has the role of CEO changed over your career? 25:37 Advice for new CEOs 28:00 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week we are discussing leadership tips and ideas for nonprofit CEOs. In this episode, we cover 5 easy to implement leadership tips any nonprofit CEO can benefit from.  Michael has been working with nonprofit CEOs for the past several years. These tips are a culmination of what has worked the best for these CEOs when it comes to stakeholder buy-in, time management, and board chair relationship growth. Timestamps: 00:00 Tips and ideas for nonprofit CEOs 01:10 #1: Review the mission every meeting 01:45 #2: Schedule 30 and 45-minute meetings instead of 1-hour meetings 02:35 #3: Have set meetings scheduled with the board chair 03:20 #4: Have informal conversations with your staff, clients, and donors 04:12 #5: Schedule time to think on your calendar 05:35 Bonus Tip: Pace yourself as a leader Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we speak with Erin McLeod, President & CEO of Senior Friendship Centers. In this episode, we discuss her philosophy working with the board of directors, leadership style, and that board succession planning doesn’t always go as planned. We also talk about her thoughts on transparent leadership, including staff in board meetings, and setting goals with the incoming board chair. Timestamps: 00:00 Introducing Erin McLeod, President & CEO of Senior Friendship Centers 04:50 How do you work with your board of directors? 08:40 How do you engage staff with the board? 11:30 Erin’s relationship with your board chair 13:50 The board chair succession plan doesn't always go as planned 16:20 Being the conductor of the organization 17:50 Annually mapping out the year with the board chair and going from 6 to 4 board meetings a year 22:00 How often do you interact with the board members? 23:30 How do you manage your calendar?  28:30 Advice for a new CEO Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we continue our conversation from episode 69, “You are the new board chair, now what?” In this episode, we discuss the keys to success as a board chair and top decisions to avoid. If you follow these keys, we believe you will have a successful tenure as board chair. Timestamps: 00:00 Board Chair Orientation continued 01:20 Keys to success 04:20 Things to avoid Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we are speaking with Sarasota Orchestra’s board chair, Tom Koski. Together, we speak about how he got into philanthropy in Sarasota, fundraising for capital campaigns as a board chair, and the massive projects he has been involved with in Sarasota County. The secret sauce to a capital campaign? Tom say's it is communicating the need. You take on massive projects because the sustainability of your organization is challenged without it. These projects are not "want to have's" they are "need to have's". Timestamps: 00:00 Introducing Tom Koski and how he got involved in philanthropy in Sarasota 05:48 How did you approach fundraising for the first time? 08:50 Fundraising for big projects comes down to need 13:20 How do you convince your board of the need for these projects? 14:50 How does the idea of the concert hall come to fruition? How does it move from idea to action? 23:15 What is the board chair’s role? 28:12 Why do projects like this fail? 31:00 How do the board chair and CEO work together on a big project? 32:30 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

Congratulations! You are the new board chair. Now what? Many organizations have just welcomed a new board chair, or will be welcoming one in the upcoming months.  In this episode, we discuss the roles and characteristics of a board chair. We also touch on the initial steps a new board chair should take to get their tenure off to a positive start. Timestamps: 00:00 You are the new board chair, now what? 01:05 Roles of the board chair 01:35 Characteristics of a good board chair 03:30 Initial steps of a new board chair Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we are speaking with Jonathan Fleece, President and CEO of Empath Health. Empath Health is a $380m, 3000+ employee hospice, home health, and senior care oriented organization serving 60,000+ people from central to southwest Florida. Jonathan shares with us how he came to be the CEO of Empath Health, the needs of a CEO from their board members, and merging nonprofit organizations. “The two most important days in your life are the day you are born and the day you find out why.” We are grateful Jonathan found out why, and is helping make our community a better place as CEO of Empath Health. Timestamps: 00:00 Introducing Jonathan Fleece, President and CEO of Empath Health 06:20 Stepping off the board to interview for the CEO position 08:25 Compare the roles of a board member and CEO 11:40 For an organization of your size, what do you need from the board? 17:15 Communication between the CEO and the board 22:20 Merging organizations and nonprofit boards 27:00 What was the process of merging organizations? 30:20 Differences between running a nonprofit and for profit? 33:55 Biggest learning curve? 37:10 Recapping with Read Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast

This week, we are discussing board ethics. How to remain ethical while on a board, typical examples of potentially unethical behavior, and a litmus test to determine whether or not you should take specific actions.  “Are the actions I take going to break the public trust? Then you shouldn’t do it.” Timestamps: 00:00 - Board Ethics 01:20 - It starts with the IRS and State code 02:50 - Why is this important? 03:20 - Specific examples 05:40 - Be intentional about joining a nonprofit board Join us every week as we release a new podcast with information about how you can be the best board member and provide great service to your organization. Listen to the podcast on any of the following platforms: Apple Podcasts Spotify Podcasts Amazon iHeartRadio Visit us at: www.thecorleycompany.com/podcast