Steering Your Board toward Good Governance and Ethical Practices

THE PRINCIPLES WORKSHOP, Steering Your Board toward Good Governance and Ethical Practices

Please join us for a monthly morning session exploring the critical principles and practices for effective Nonprofit Governance. Some of the main objectives covered include:

  • Essential legal compliance issues related to laws and regulations, code of ethics, conflicts of interest and protection of assets.
  • Essential Board responsibilities that include fiscal and governance polices, key financial transactions, annual budget and reviewing and approving mission and strategic direction.
  • Importance of Board independence and associated legal and compliance issues.
  • Risks of “interlocking financial relationships” among Board members and how these risks impact the organization.
  • Importance of segregation of duties and associated legal and compliance issues related to the separation of CEO, Board Chair and Board Treasurer.
  • How to maintain complete, accurate, and current financial records and associated legal and compliance issues.
This is a year-long series to cover the 33 principles discussed in the Independent Sector’s Panel on the Nonprofit Sector’s “Principles of Good Governance and Ethical Practice.” Each session is designed as an interactive discussion with examples of policies and procedures for each of the principles.
TIME: 8:00 am - 9:30 am
LOCATION: San Antonio Area Foundation (110 Broadway, 2nd Floor - parking and directions)

FACILITATOR: Desiree Whitney, Vice President Center For Nonprofit Support
COST: $10 (Breakfast included)


CLICK Headings below to register.
  • Availability of Information to the Public
  • Accuracy and Truthfulness of Fundraising Materials
  • Acknowledgment of Tax-Deductible Contributions
  • Financial Records
  • Resource Allocation for Programs and Administration
  • Travel and other Expense Policies
  • Expense Reimbursement for Nonbusiness Travel Companions
  • Compliance with Donor’s Intent
  • Oversight of Fundraisers
  • Fundraiser Compensation
  • Donor Privacy
Sponsored by the San Antonio Area Foundation's Center for Nonprofit Support. For additional information contact the Center for Nonprofit Support at or 210.242.4770.
*REFUND/CREDIT POLICY: The Center for Nonprofit Support has a strict no refund policy. If the registrant is not able to attend the workshop and/or class, a substitution attendee may be sent. If a workshop and/or class has been unexpectedly canceled and/or postponed by the Center, a credit towards
another workshop and/or class may be issued. No refunds or credits will be given for no-shows of any workshop