Association Executive - January/February 2008 - (Page 15) INSIDE NYSAE Explore Good Governance Practices at NYSAE’s January 16 Institute Participants at NYSAE’s January 16 Governance Institute will explore the myths of governance, establishing an exceptional board, managing risk, creating succession plans, how to keep your strategic plan alive and more. The program will be held at the Park Central New York. Designed for CEOs, senior management, and volunteer board members, the Institute will also cover: • The definition of responsible versus effective and exceptional boards; • The myths of governance which can lead to undesirable consequences; • How to maximize the talents and diversity of your board; • How to maintain an effective audit committee through policies & procedures; • How to create an effective succession plan; • Strategies for building a purposeful board; • Mechanisms for managing risk and accountability; and • Ways to motivate your board to remain strategically focused. Exceptional boards add significant value to their organizations, making discernable differences in advancing their missions. Michael Kercheval, president and CEO of the International Council of Shopping Centers, Michael L. Weamer, CAE, executive vice president of the American Heart Association, and Edward T. Reilly, president and CEO of the American Management Association, will speak on What Makes a Not-for-Profit Board Exceptional, providing examples of how excellent boards function and providing you with techniques to transform your board. Managing Risk & Accountability in Today’s World will be presented by David G. Samuels, partner, Duval & Stachenfeld, LLP. In this era of increasing public concern and government scrutiny with respect to the operation of not-for-profit organizations, it is imperative that their boards seek to manage their risk and to assure their accountability both to government regulators and the public. This presentation will focus on the concerns, and make reference to recent initiatives such as the 29 draft principles for self-regulation, as proposed by the Nonprofit Panel of Independent Sector, to illustrate the sorts of priorities which could be adopted by nonprofit boards. Bob Vetere, president, American Pet Products Manufacturers Association, and Saranne Rothberg, founder and CEO of The Comedy Cures Foundation, will talk about Succession Planning. Succession planning is one of the most difficult challenges associations face in this era of organizational management. Few events in the life of an association are as critical, visible, or stressful as leadership transition. Such transition is an integral process that presents a remarkable opportunity to move forward with a new understanding of the complexities, challenges, and changes the organization must address. During the luncheon, Jean S. Frankel, principal partner with Tecker Consultants, LLC, will talk about Myths of the Moment: In Search of Good Governance. While the myriad of advice about good governance is well intended, in many cases, it amounts to a series of myths that have, at their base, a serious under appreciation of the unique competencies and dynamics of voluntary organization and the value of the unparalleled body of knowledge that supports them. Jean will debunk the myths of the moment, challenging assumptions that can lead to decisions and directions with long-term undesirable consequences. Panelists Maria Ungaro, executive director of New York Women in Communications, and Joan Cear, chair, Strategic Planning Committee, New York Women in Communications, will focus on how to motivate your board to remain strategically focused and results oriented after a plan is drafted. Their session—Strategic Planning is Over: Now What?—will also cover the processes and tools they put in place to keep their boards committed and their plan alive and moving forward. Register online at www.nysaenet.org. Technology Institute Scheduled for April Among the topics to be covered at NYSAE’s April 16 Technology Institute are: Best Practices in Software Selection; Coolest Free Webmaster Tools; and Software Outsourcing vs. Insourcing/Offshore vs. Inshore. Presentation of NYSAE’s Professional Recognition Awards— Outstanding Association Executive, Outstanding Associate Member, Outstanding Committee Chair, New Star Award, XV+Award, and Distinguished Service Award—will take place during a special Awards Luncheon. The NYSAE Awards Program provides an opportunity to nominate a member who has made significant contributions to our profession or NYSAE. The program was especially created to honor those individuals who have demonstrated leadership, service and special achievements that benefit the Association/Not-for-Profit Management profession and its related fields. These awards are the highest recognition that NYSAE can give its active members. Nominations for awards can be made online at www.nysaenet.org. continued on page 16 JANUARY/FEBRUARY 2008 AS SOC I A TI ON E X E C U TI V E 15 http://www.nysaenet.org http://www.nysaenet.org
Table of Contents Feed for the Digital Edition of Association Executive - January/February 2008 Association Executive - January/February 2008 Contents From the CEO Good Governance Practices for 501(c)(3) Organizations A New Model: Helping Smaller Not-For-Profits with Their Endowment Management Inside NYSAE Book Beat Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact 7 Myths about Financial Planners An Executive's Guide to Responding to Third-Party Subpoenas Relationship Selling: Maximize Your Talk, Time & Tech to Keep Your Connection Strong Save the Dates Index of Advertisers Association Executive - January/February 2008 Association Executive - January/February 2008 - Association Executive - January/February 2008 (Page Cover1) Association Executive - January/February 2008 - Association Executive - January/February 2008 (Page Cover2) Association Executive - January/February 2008 - Association Executive - January/February 2008 (Page 3) Association Executive - January/February 2008 - Association Executive - January/February 2008 (Page 4) Association Executive - January/February 2008 - Contents (Page 5) Association Executive - January/February 2008 - Contents (Page 6) Association Executive - January/February 2008 - From the CEO (Page 7) Association Executive - January/February 2008 - Good Governance Practices for 501(c)(3) Organizations (Page 8) Association Executive - January/February 2008 - Good Governance Practices for 501(c)(3) Organizations (Page 9) Association Executive - January/February 2008 - A New Model: Helping Smaller Not-For-Profits with Their Endowment Management (Page 10) Association Executive - January/February 2008 - A New Model: Helping Smaller Not-For-Profits with Their Endowment Management (Page 11) Association Executive - January/February 2008 - A New Model: Helping Smaller Not-For-Profits with Their Endowment Management (Page 12) Association Executive - January/February 2008 - A New Model: Helping Smaller Not-For-Profits with Their Endowment Management (Page 13) Association Executive - January/February 2008 - Inside NYSAE (Page 14) Association Executive - January/February 2008 - Inside NYSAE (Page 15) Association Executive - January/February 2008 - Inside NYSAE (Page 16) Association Executive - January/February 2008 - Inside NYSAE (Page 17) Association Executive - January/February 2008 - Book Beat (Page 18) Association Executive - January/February 2008 - Book Beat (Page 19) Association Executive - January/February 2008 - Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact (Page 20) Association Executive - January/February 2008 - Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact (Page 21) Association Executive - January/February 2008 - Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact (Page 22) Association Executive - January/February 2008 - Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact (Page 23) Association Executive - January/February 2008 - Too Much of a Good Thing? Enhanced Form 990 Disclosures and Their Impact (Page 24) Association Executive - January/February 2008 - 7 Myths about Financial Planners (Page 25) Association Executive - January/February 2008 - 7 Myths about Financial Planners (Page 26) Association Executive - January/February 2008 - An Executive's Guide to Responding to Third-Party Subpoenas (Page 27) Association Executive - January/February 2008 - An Executive's Guide to Responding to Third-Party Subpoenas (Page 28) Association Executive - January/February 2008 - An Executive's Guide to Responding to Third-Party Subpoenas (Page 29) Association Executive - January/February 2008 - An Executive's Guide to Responding to Third-Party Subpoenas (Page 30) Association Executive - January/February 2008 - Relationship Selling: Maximize Your Talk, Time & Tech to Keep Your Connection Strong (Page 31) Association Executive - January/February 2008 - Relationship Selling: Maximize Your Talk, Time & Tech to Keep Your Connection Strong (Page 32) Association Executive - January/February 2008 - Save the Dates (Page 33) Association Executive - January/February 2008 - Index of Advertisers (Page 34) Association Executive - January/February 2008 - Index of Advertisers (Page Cover3) Association Executive - January/February 2008 - Index of Advertisers (Page Cover4)
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