In this session, originally recorded on October 25, 2021, we asked Owen Charters, President & CEO of BGC Canada, to present his five good ideas about how a board can be better.
They say strategy starts with the board, but is that really true, and should it be? Whether you’re an executive director or CEO (including an aspiring one), managing a board is a skill that’s rarely taught, yet vital to any senior non-profit leader. In this Five Good Ideas session with Owen Charters, find out how a board can be better. What should it focus on, and what should it ignore? Build a great board so that governance adds real value to you and your organization. Learn what and how to present issues to your board. Discover five good ideas (and a few bad ones to avoid) to keep your board on track, ensuring they are a partner in guiding your organization on the toughest decisions, and uncover whether they really should be the seat of organizational strategy.
Five Good Ideas
1. Guide and shape the work of the board in three key areas: policy, strategy, and generative governance; but remember, boards don’t DO strategy.
2. Boards manage and evaluate CEOs; but CEOs need to take the initiative to shape this work.
3. Boards should be diverse, but most importantly must be reflective of the community.
4. Boards need to be engaged – committees, education programs, mission connection, and as alumni.
5. Look to other sectors – there are good practices that we can emulate in the corporate sector around accountability and shaping the work of the board.
About Owen Charters
Owen Charters is CEO of BGC Canada (formerly Boys & Girls Clubs of Canada). He serves on the advisory board of Common Good, a retirement plan for nonprofit sector employees, the Advisory Committee for the School for Advanced Studies in the Arts and Humanities at Western University, and the board of the National Alliance for Children and Youth. Former Chair of Imagine Canada and the Human Resources Council on the Nonprofit and Voluntary Sector, Owen is also faculty for the Social Sector Leadership MBA at York University’s Schulich School of Business. He is interested in pushing for a stronger nonprofit sector voice in Canadian policy, as well as better working conditions for sector employees.
In this session, you’ll hear Paulette’s ideas on reflexive leadership as a lifelong effort to do the hard work of changemaking, starting with yourself and moving outward to your organization and broader society. For the full transcript and the ideas, visit https://maytree.com/five-good-ideas/five-good-ideas-about-reflexive-leadership/. Every leader wants to become the most effective they can be, and leaders of changemaking organizations carry a special responsibility to “be the change.” But there’s always a gap between how you see yourself and how others see and experience you. Closing that gap – enabling your “inner leader” to match your “outer leader” – requires a reflexive leadership approach. It helps expand your consciousness of who you are and how you show up in the work you do, as well as how you fit in a broader context of systemic realities that lie outside of you but deeply impact you and your communities every day. In this session, Paulette Senior provides key insights on reflexive leadership as a lifelong effort to do the hard work of changemaking, starting with yourself and moving outward to your organization and the broader society itself. Five Good Ideas 1. Stop going in circles 2. Circle back 3. Draw a new circle 4. Explore what’s in the circle 5. Complete the circle Resources 1. Difficult Conversations: How to Discuss What Matters Most, by Douglas Stone, Bruce Patton and Sheila Heen 2. The 7 Habits of Highly Effective People, by Stephen R. Covey 3. Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity, by Kim Scott 4. Dancing on Live Embers: Challenging Racism in Organizations, by Tina Lopes and Barb Thomas 5. The Person You Mean to Be: How Good People Fight Bias, by Dolly Chugh About Paulette Senior Paulette Senior has devoted ...
In this session, originally recorded on April 22, 2021, we asked Marina Glogovac, President & CEO of CanadaHelps, to share five good ideas for demystifying digital transformation. With a career spanning nearly three decades in technology and media (including working in the magazine industry during the shift to the internet), Marina knows the challenges that come from forced disruptions. She helps listeners understand what digital transformation actually means, and how to think about and approach this seemingly overwhelming task. Five Good Ideas Digital transformation is not about technology. You need the right technology, and integration is important. You need a clearly defined vision and to address four areas: Internal productivity, donor and customer process, culture and roles, and new service and revenue models. Change must be resourced. Go digital or go dark. A sense of urgency and ongoing commitment to digital transformation is critical for future survival and success. Resources: CanadaHelps’ Whitepapers on Digital Fundraising. CanadaHelps’ Webinars on Digital Fundraising. “Unlocking success in digital transformations.” McKinsey & Company. The Giving Report 2021: Faster Growth in Online Giving Crucial During Times of Crisis. CanadaHelps. The Technology Fallacy. How People Are the Real Key to Digital Transformation. By Gerald C. Kane, Anh Nguyen Phillips, Jonathan R. Copulsky and Garth R. Andrus. For the full transcript, visit https://maytree.com/five-good-ideas/demystifying-digital-transformation/ About Marina Glogovac Marina Glogovac is President & CEO of CanadaHelps, a leader in providing fundraising and donation technology to charities and donors since 2000. She is passionate about charities and their essential role in Canada, and about building the capacity of the charitable sector through cutting-edge technology and high-quality education. Under her leadership since 2013, CanadaHelps has rapidly accelerated its ...
In this session, originally recorded on November 26, 2019, we look at how your non-profit can minimize the risk of a CRA audit, and be in a good position if and when that auditor gives your organization a call. Our guest speaker for this session is Susan Manwaring. For the full transcript and the ideas, visit https://maytree.com/five-good-ideas/five-good-ideas-about-staying-on-the-right-side-of-the-cra/ Charities know about the tax regulations that govern their work and work hard to stay compliant. That said, as organizations are all faced with competing pressures for time and resources in their work, it is often tough to prioritize what gets done and figure out how to meet these requirements efficiently. But there are things your organization can do when operating and maintaining its books and records to ensure that the CRA gives you a good report card if an audit occurs. In this session, learn about five good ideas to help minimize the risk of a CRA audit and be in a good position if and when the CRA auditor gives your organization a call Five Good Ideas 1. Know your charitable purpose and stay focused on furthering your mission 2. Understand the CRA rules and regulations 3. Organize your books and records 4. Don’t be fearful if contacted by CRA 5. Prepare! Prepare! Prepare! – Consult internally and with your advisors before CRA arrives Resources 1. Chartered Professional Accountants (CPA) Canada: Not-for-profit governance: Summary resource guide 2. Imagine Canada: Charity tax tools – record keeping 3. Robert Hayhoe, Miller Thomson LLP: Canada Customs and Revenue Agency charity audits 4. Canada Revenue Agency: Public policy dialogue and development activities by charities 5. Canada Revenue Agency: Compliance and audits 6. Canada Revenue Agency: ...