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.
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.
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!
Mark Friesen, experienced not-for-profit strategic planner and Consulting Manager with Vantage Point, walks us through key practices to impactfully engage stakeholders during strategic planning. Mark explains the value of surveys, interviews, and focus groups while sharing different tactical approaches, including having board members participate in stakeholder outreach.
What a fun year it has been, hosting local experts on a variety of specific topics that YOU have been urging us to offer more resources on. In case you missed these bite-sized learning opportunities when they were first published, take 10 minutes or so and listen to one of these top 10 episodes.
Brad Beattie, founder of POP The People Agency, invites us to imagine achieving all of our aspirational community goals without “mission fatigue” through innovative workforce models that enable teams to thrive as people and project leaders.
This month we consider ways to deepen our learning from formal professional development through social connections. Gayle Farrell, our guest and the President of Siena Consulting, describes the unique benefits of “social learning” in the workplace and encourages us to intentionally show up as both learner and teacher in our everyday interactions with our peers.
Juliana Laing, one of our local governance experts, brings the Board Chair and ED Partnership to life in this month’s podcast. She emphasizes the importance of treating this partnership like many other key relationships in life, beginning with a strong foundation of trust with a willingness to tackle tough issues in a timely and open way.