NON PROFIT BOARD MEMBER?
WHAT YOU NEED TO KNOW 

You’ve been a member of a professional association for a few years and you’ve been asked to join the board….


You have volunteered for a local charitable organization for a number of years and you’ve been asked to take a position on their board...

You know it will take time from your already busy schedule, but it’s something you really want to do, a chance to give back or give of your time

to an organization you feel is worth while.  

You have agreed to join the board, but what happens if...

  • ŸThe association/organization is audited.  Do you know if the appropriate paperwork has been filed over the years?  Do you know where to find the paperwork?  
     

  • ŸSomeone was injured at your last event and that person wants to sue the association to cover their medical expenses.  Does the association have the proper insurance in place?  Do you know what insurance is needed?  
     

  • ŸThe board decides to invest a portion of the association’s money using a vetted financial advisor.  Does the association have and investment policy statement?  Are the holdings in line with the mission and guidelines of the association?  


Well, it’s just a volunteer position, right?  You couldn’t be held responsible.  Or can you?  Do you really want to take that risk?  


Join us for an evening to learn what you’re really saying “Yes” to when you join a board of directors and how to make sure you and your fellow board members are protected.  


We need volunteers like you!!!  We also want you to be educated and safe!

 

Register Now! 

PRESENTERS

MARY FESSLER
Oswald Companies
Topic: Insurance

JAMES P. GERO
Hobe & Lucas CPAs, Inc.
Topic: Accounting 

ROBERT S. GILMORE
& KEVIN O’CONNOR

Kohrman, Jackson & Krantz
Topic: Legal

CARL CAMILLO
Financial Management 
Strategies, Inc.
Topic: Investments

ROBERT HRONEK
& KIMBERLY CAMILLO

Vantage Point 360, LLC
Topic: Management

THURSDAY | OCTOBER 6, 2016
LOCKKEEPERS, VALLEY VIEW 
4:30PM

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