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The Problem with Hybrid Meetings and Events
Articles A. Michael Gellman (CPA, CGMA) Articles A. Michael Gellman (CPA, CGMA)

The Problem with Hybrid Meetings and Events

In-person meetings and events are completely different animals from virtual meetings and events and that difference needs to be recognized and respected. In-person and virtual formats work best when they are exclusive and not combined into a “hybrid” format. While hybrid meeting and event formats may be used occasionally in response to unexpected disruptions, they should not be viewed as the new normal or a long-term option for the future.

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VIDEO Q&A for Subscribers: September 2024 [SUBSCRIBERS-ONLY]
Videos, Video Q&As, Subscribers-Only A. Michael Gellman (CPA, CGMA) & Benjamin Takis Videos, Video Q&As, Subscribers-Only A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: September 2024 [SUBSCRIBERS-ONLY]

Ben and Mike answer questions from subscribers about whether nonprofit organizations should require employees and Board members to provide receipts for small dollar expense reimbursements, tips for properly using executive sessions in Board of Directors meetings, and issues raised by nonprofits providing capacity building support to other nonprofits.

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How to Make Virtual Board and Committee Meetings More Effective
Articles A. Michael Gellman (CPA, CGMA) Articles A. Michael Gellman (CPA, CGMA)

How to Make Virtual Board and Committee Meetings More Effective

As the default format for Board and committee meetings has shifted to a virtual platform, nonprofit organizations must be careful to not let these regularly recurring governance meetings become stale and boring. It is time to freshen up these virtual governance meetings with a renewed focus on the smart use of time, attendee satisfaction, and maximizing impact and engagement.

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VIDEO PODCAST: Board Meeting Tips for Nonprofits [SUBSCRIBERS-ONLY]
Subscribers-Only, Podcasts & Discussions, Videos A. Michael Gellman (CPA, CGMA) & Benjamin Takis Subscribers-Only, Podcasts & Discussions, Videos A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO PODCAST: Board Meeting Tips for Nonprofits [SUBSCRIBERS-ONLY]

Ben and Mike discuss tips and recommendations to help nonprofits make their Board meetings more efficient and impactful, including best practices related to advance notice and distribution of Board materials, creating a meeting agenda, use of a "consent agenda," and whether nonprofits should follow Robert's Rules of Order.

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CHECKLIST: Virtual Board and Committee Meeting Tips [SUBSCRIBERS-ONLY]
Resources, Subscribers-Only A. Michael Gellman (CPA, CGMA) Resources, Subscribers-Only A. Michael Gellman (CPA, CGMA)

CHECKLIST: Virtual Board and Committee Meeting Tips [SUBSCRIBERS-ONLY]

The default format for traditional governance meetings (Boards of Directors, committees, working groups, etc.) has shifted to a virtual setting. However, most governance meetings still use agendas, approaches, and meeting structures based on old “in-person” meeting formats. This 4-page checklist is designed to help you freshen up your virtual Board and committee meetings, make them more effective, and improve participant engagement and satisfaction.

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VIDEO Q&A for Subscribers: August 2024 [SUBSCRIPTION PREVIEW]
Videos, Video Q&As, Subscribers-Only Videos and Resources Preview A. Michael Gellman (CPA, CGMA) & Benjamin Takis Videos, Video Q&As, Subscribers-Only Videos and Resources Preview A. Michael Gellman (CPA, CGMA) & Benjamin Takis

VIDEO Q&A for Subscribers: August 2024 [SUBSCRIPTION PREVIEW]

Ben and Mike answer questions from subscribers about whether fixed assets and restricted funds can count toward a nonprofit organization's operating reserves, the pros and cons of taking over an existing 501(c)(3) organization rather than starting a new one, how abstentions are counted in a Board vote, and whether an organization should use a credit card or debit card.

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Five Nonprofit Bylaws Issues That Are Often Overlooked
Articles, Subscription Preview Benjamin Takis Articles, Subscription Preview Benjamin Takis

Five Nonprofit Bylaws Issues That Are Often Overlooked

All nonprofit organizations should regularly review and assess their Bylaws to ensure this key governing document complies with the law and is optimally aligned with the organization’s governance needs and operational practices. The following are five common Bylaws oversights to look for when doing your organization’s next Bylaws review.

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Seven Key Steps for Managing Nonprofit Corporate Governance Disputes [SUBSCRIBERS-ONLY]
Articles, Subscribers-Only Benjamin Takis Articles, Subscribers-Only Benjamin Takis

Seven Key Steps for Managing Nonprofit Corporate Governance Disputes [SUBSCRIBERS-ONLY]

For most nonprofit organizations, it is a rare occurrence for internal corporate governance disputes to escalate to the point of litigation. However, court cases are sometimes unavoidable. A notable D.C. Court of Appeals decision addressed several important issues related to corporate governance challenges and illustrated some key steps nonprofits can take to better manage these disputes.

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Q&A #157 – What are the legal limits of an Executive Committee’s authority?
Q&A Benjamin Takis Q&A Benjamin Takis

Q&A #157 – What are the legal limits of an Executive Committee’s authority?

Executive Committees are often granted wide-ranging authority to the to act on behalf of a nonprofit organization and exercise the powers of the Board of Directors in between Board meetings. Absent additional, clarifying language in the Bylaws, committee charter, or Board resolutions, there are generally few legal limitations on an Executive Committee’s authority. However, there are some explicit and implicit limits that are important to consider

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Q&A #148 – How far in advance must Board meeting materials be sent to Board members?
Q&A Benjamin Takis Q&A Benjamin Takis

Q&A #148 – How far in advance must Board meeting materials be sent to Board members?

In most cases there are few explicit requirements regarding when meeting materials must be provided to Board members (such as the agenda, minutes of the last meeting, executive director and committee reports, financial reports, and proposed resolutions). Any specific requirements are typically found in an organization’s Bylaws, policies, or meeting guidelines, if at all. State nonprofit corporation statutes do not usually have strict requirements on this issue but check applicable state laws to be sure.

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Use This Simple Question to Improve Board and Committee Member Engagement [SUBSCRIBERS-ONLY]
Subscribers-Only, Articles A. Michael Gellman (CPA, CGMA) Subscribers-Only, Articles A. Michael Gellman (CPA, CGMA)

Use This Simple Question to Improve Board and Committee Member Engagement [SUBSCRIBERS-ONLY]

Keeping nonprofit organization Board and committee members engaged is often more art than science. The reason this task is so difficult is because of the delicate balancing act between gratitude and appreciation. It is relatively easy to show gratitude and thank volunteer leaders for attending meetings. It is another thing to make sure these volunteer leaders leave each meeting with a feeling that it was a good use of their time, that they were actively involved in discussions, and the organization appreciated and valued their input.

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Q&A #114 – What happens if a nonprofit fails to hold regular Board meetings?
Q&A Benjamin Takis Q&A Benjamin Takis

Q&A #114 – What happens if a nonprofit fails to hold regular Board meetings?

Failure to hold regular Board meetings as required in the organization’s Bylaws is a problem but usually does not trigger immediate consequences by itself. However, this is often a sign of deeper neglect or compliance failures inside the organization and will not reflect well on the Board members in the event of an internal dispute, lawsuit, government investigation, or financial statement audit.

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Q&A #113 – What happens when a nonprofit Board vote is tied?
Q&A Benjamin Takis Q&A Benjamin Takis

Q&A #113 – What happens when a nonprofit Board vote is tied?

Unless an organization’s Articles of Incorporation or Bylaws provide otherwise, a tie or deadlocked vote simply means that the proposed motion failed to reach the required level of approval to pass. Some organizations provide a mechanism in their Bylaws to resolve matters that are deadlocked (such as designating one or more persons to break the tie), but this is unusual. Thus, the result of a tie is generally no different than if a majority voted against the motion.

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Q&A #109 – Can Board members insist that meeting minutes reflect their dissent?
Q&A Benjamin Takis Q&A Benjamin Takis

Q&A #109 – Can Board members insist that meeting minutes reflect their dissent?

The right of Board members to insist that their dissenting positions be reflected in the Board meeting minutes is ultimately determined by the organization’s Bylaws and the applicable state nonprofit corporation statute. Your state’s nonprofit corporation statute may provide Board members with a right to have their dissenting vote reflected in the meeting minutes, but there is generally no requirement that meeting minutes articulate the reasons for the dissent.

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