Effective nonprofit governance begins with a knowledgeable and engaged board. This session explores the strategic, legal, and fiduciary responsibilities of board members, with a focus on essential policies, financial oversight, and accountability structures. Participants will examine the critical role of “tone at the top” in shaping organizational culture, ethics, and performance. Through practical frameworks and examples, presenters will outline actionable strategies to strengthen board engagement, improve meeting effectiveness, and enhance oversight. Attendees will also gain insight into best practices for recruiting, developing, and retaining high-performing board members to support long-term mission success and transparency.

Presenters

Manda Dinkel, CPA, CGMA, Managing Director, CBIZ Advisors, LLC
Brent A. Wilson, Lead Managing Director, CBIZ Advisors, LLC

CPE CREDITS
Program Description Engaging and Elevating Your Not-for-Profit Board

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.
Learning Objectives
  • Identify the strategic, legal, and fiduciary responsibilities of a nonprofit board of directors
  • Recognize essential board policies and the role of financial oversight
  • Recognize the importance of “tone at the top” and its impact on nonprofit governance, culture, and organizational effectiveness.
  • Identify actionable ways to strengthen board engagement, including setting clear goals and improving meeting organization and preparation.
  • Assess approaches for increasing board accountability and oversight to support transparency and risk management.
  • Describe best practices for recruiting, developing, and retaining effective board members to enhance long-term governance and mission success
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Specialized Knowledge
Prerequisites None
Program Level Overview
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.