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Leading Nonprofit Boards Syllabus


Lecture # Subject Title
Week 1: The History & Philanthropy of the Nonprofit Sector
Presenter: Marc Hardy, PhD
1 Course Introduction
2 Roots of Philanthropy and Giving: Hinduism, Judaism, and Greek Mythology
3 Roots of Philanthropy and Giving: Roman Empire and the Catholic Church
4 Roots of Philanthropy and Giving: Confraternities and the Protestant Church
5 Roots of Philanthropy and Giving: Scientific Philanthropy
6 Evolution of Philanthropy in America: 1600s–1800s
7 Evolution of Philanthropy in America: Late 1700s–Early 1900s
8 Evolution of Philanthropy in America: Late 1800s–Mid 1900s
9 Evolution of Philanthropy in America: 1950s–Today
Week 2: Fundraising and the Board and Creating a Philanthropic Culture
Presenter: Mark Germano, MS, MBA
10 Fund Development, the Board and Creating a Culture: Part A
11 Fund Development, the Board and Creating a Culture: Part B
12 Board Roles, Part A
13 Board Roles, Part B
14 Board Roles, Part C
15 Walking the Walk: Part A
16 Walking the Walk: Part B
17 Campaign Development: Part A
18 Campaign Development: Part B
19 Campaign Develpoment: Part C
20 Campaign Development: Part D
21 Participating in Transformational Gift Solicitation: Part A
22 Participating in Transformational Gift Solicitation: Part B
Week 3: Roles and Responsibilities of Directors
Presenter: Theresa Ricke-Kiely, PhD
23 Introduction to Nonprofit Governance
24 Board Responsibilities and Governance
25 Legal Duties of Nonprofit Boards
26 Board Committees and Task Forces
27 Evaluating Boards and Individuals
28 The Board Cycle
29 Trends and Best Practices
30 Return on Investment and Dashboards
Week 4: Producing An Efficient Board Meeting
Presenter: John Tropman, PhD
31 How to Be an Effective Trustee
32 Why Things go Wrong at Board Meetings
33 Board Principles
34 Managing Information and Process
35 Board Meetings: Agendas and Minutes
36 Board Meetings: Executive Summaries, Presentations and Norms
37 Board Meetings: Reviews and Assessments
38 Board Implementation: Costs of Change
Week 5: Maximizing Board Effectiveness Through Systems
Presenter: Thomas J. Harvey, MS
39 Current US Nonprofit Environment
40 Essential Roles of Board Members
41 The Corporate Reality of the Board
42 Group Theory
43 Asking Awareness Questions and Solving the Authority Problem
44 Application of Group Theory to Board Practice
45 Board Law and Other Systematic Practices
46 Maximizing the Meeting and the Agenda
47 Reflection of Key Concepts
Week 6: Nonprofit Law for Board Members and Executives
Presenter: Lloyd Hitoshi Mayer, JD
48 Introduction to Nonprofit Law
49 Fiduciary Duties
50 Best Practices
51 State Regulation
52 Federal Tax Law: Permitted Purposes and Activities
53 Federal Tax Law: Transactions with Insiders
54 Federal Tax Law: Political Activity
55 Other Common Legal Issues
Presenter: Ed Hums, MBA, MSBA, CPA
56 Accounting Terminology
57 Accounting Principles and Concepts
58 Types of Accounts and the Accounting Equation
59 The Basics of Financial Statements
60 Expense Analysis: Part I
61 Expense Analysis: Part II
62 Contribution Margin and Profit Planning
63 Budgeting and Forecasting
Week 8: Strategic Planning
Presenter: John Michel, PhD
64 Strategic Thinking and Execution
65 Assessment and Analysis
66 The Five Forces Framework
67 Strategic Positioning
68 Nonprofit Innovation: Part 1
69 Nonprofit Innovation: Part 2
70 Strategy Execution
71 Project Selection and Growth
Presenter: Marc Hardy, PhD
72 Course Conclusion