Who better to provide perspective on key approaches to finding and engaging a Treasurer than a past and current Treasurer – and passionate board member – Gordon Holley, President & CEO of Humanity Financial. Leveraging his professional designations as a Chartered Professional Accountant (CPA, CA) and a Certified Professional Bookkeeper (CPB), Gordon outlines the roles and responsibilities of the Treasurer and how the role intersects with book-keeping and/or Finance staff or contractors. He shares tips on sourcing quality candidates for this critical board role. During the interview, Gordon mentions two resources Humanity Financial has created related to the topic: A Treasurer Roles and Responsibilities Summary and a Treasurer Position Description Template, available at www.humanityfinancial.ca.
Sector leaders are in for an interesting conversation in this month’s podcast: Not-for-Profit Salary Surveys: striving for fair compensation in the sector. Trina Isakson, independent researcher and consultant, draws on her recent experience in championing an effort to reveal current not-for-profit salary levels here in the Metro Vancouver area. Trina shares her insights from that project, providing some suggested implications for sector leader’s consideration. Please note: podcast listeners are offered a 20% discount to the Metro Vancouver Nonprofit Sector Salary Survey, using discount code VANTAGEPOINT.
In April 2016 we launched Vantage Point’s Year of Abundance. We reflected on what we believe an abundant not-for-profit can look like, and created the set of practical tools for organizations to use in their journey towards abundance. How do we define abundance? Abundance is a culture of confidence and possibility with a belief that openness to new ideas and diverse resources will enable organizations to achieve transformational change. Abundance is not a destination or a management philosophy but a reflection of what we do in our organizations, and how we do it.
I am a better leader because I fundamentally believe that abundance is present in all my endeavours. There is a place and a space for all of us, personally, professionally and organizationally. Working from a place of joy and abundance has a multiplying effect.
We have legal expertise in the recording studio for this month’s podcast, Tips on Running an Effective Annual General Meeting (AGM). Michael Blatchford, lawyer with Norton Rose Fulbright, shares his depth of knowledge on the most frequent questions we receive on AGM-related issues.
Every time I facilitate a leadership governance training I go through a range of emotions. It starts with curiosity, veers into terror, and then settles into curiosity and exhilaration as I get into the room and start working with the participants. My last session working with not-for-profit board members in Kelowna was no different except that everything was amplified.
Vantage Point’s own Engagement Manager, Dana Osiowy, joins me to share her tips in designing high impact volunteer engagements for, who we call, knowledge philanthropists. Dana remembers her first time learning about the concept of knowledge philanthropy, during her time as ED of Big Brothers, Big Sisters in Cranbrook, as a “game changer”. Find out why!
Here at Vantage Point, we have worked with hundreds of boards and thousands of board members. We are often asked what makes a great board and so we have developed a list to help boards fine tune their processes for greater governance success.
As a primary tool of communicating impact, your annual report tells an important story about your organization: who you are, what you value, how you impact the community, and who contributes to your success. So, it can serve you well to highlight the role of volunteers in your annual report.