You are viewing a preview location.
Broker Check

Board Council


Decades of board experience allows us to provide guidance for non-profits board structure and operations. 


Fiduciary

  • Fiduciary compliance
  • Oversight & transparency
  • Investment policies
  • Regulatory guidance

Board Structure

  • Finance committees
  • Leadership succession
  • Roles & responsibilities
  • Recruiting

Board Operations

  • Meeting productivity
  • Budgeting & planning
  • Performance monitoring
  • Perpetual growth
Best Practices

Best Practices


  • Fiduciary Responsibility

    As Accredited Investment Fiduciaries, we adhere to a specific process recognized by FINRA to effectively manage funds in a fiduciary capacity. We assist in delineating roles and responsibilities among board members who also serve in a fiduciary capacity, ensuring clarity and accountability. We provide support in drafting investment policies tailored to guide donors and board members, facilitating informed decision making and prudent stewardship of assets.
  • Board Structure

    We provide guidance on establishing an effective board structure and recruiting diverse, qualified board members. This includes considerations for determining board size and composition, and their specific responsibilities, facilitating efficient governance and decision making. We offer strategies for recruiting, orienting, and evaluating board members, ensuring alignment with organizational goals and maximizing board effectiveness.

  • Board Operations

    We provide practical guidance on conducting board meetings, making decisions, and fulfilling governance responsibilities. Our services include knowledge for planning and facilitating productive board meetings, including setting agendas, promoting participation, and effectively managing conflicts. We offer best practices for planning, budgeting, and monitoring organizational performance, ensuring alignment with the organization's mission and objectives.

  • Legal and Regulatory Guidance 

    Our services cover responsibilities related to financial oversight, reporting, and transparency, ensuring compliance with applicable regulations, policies, and ethical standards. We offer guidance to help boards maintain adherence to these requirements while upholding their organization's mission and values.

We Want to
Hear From You

Let's take the next steps together. 

Thank you!
Oops!