Do Good and Stay out of Jail: Every Day Ethical Dos and Don’ts
There are many ethical conundrums in nonprofit leadership from dealing with theft to conflict of interest and the list goes on. This webinar features three nonprofit experts traversing the sometimes grey world of what is legally required, what is good organizational management and what is the best way to steward your nonprofit.
Learning Objectives
Recognize that you are not alone – the issues you face that make you uncomfortable commonly occur throughout the sector.
Learn what you should consider before taking actions that could put you and your organization in jeopardy.
Leave with some arguments to use when your board has to deal with similar questionable situations or close calls.
We will be looking at scenarios such as the following…
Judgment and Ethics
The board is looking to hire an ED. It has found someone with a lot of experience. However, this individual had absconded with money in a previous position and had gone to jail. The board is leaning toward hiring him. The reasoning: he is the most qualified and has paid his debt to society.
Conflicts of Interest
The CEO is asked to sit on the corporate board of one of his/her director’s companies.
Fraud and Embezzlement
Two organizations have staff with their hands in the till. One is an organization that is in the middle of a capital campaign chaired by prominent banker who hadn't spotted the theft. The other is an employee of 9 months, and it is big bucks. Prosecute? Don’t prosecute? Does the situation matter?
Tax Matters
A CEO who has taken the organization to a whole new level of brand recognition, and is now going on to other opportunities.) The board wants to do something nice for him. They have agreed to pitch in to buy a significant gift, but they want a tax credit for their donation, so they are making the checks out to the organization. They have asked the foundation to purchase the gift.
Class Format
This course is the recording of a live webinar and contains the slides and full audio from the original presentation (including Q & A sessions). Only a reasonably current version of FlashPlayer is needed to run this recording (most computers already have this installed).
About the Instructors
Tom Bakewell CEO Counsel & Confidante
Tom specializes in advising CEO’s and boards facing challenging situations, during times of transition and especially when it’s not business as usual. His clients include the leaders of public and private companies, and prominent nonprofits. Read More >>
Terrie Temkin, Ph.D. Founding Principal - CoreStrategies for Nonprofits, Inc.
Dr. Terrie Temkin is a founding principal of CoreStrategies for Nonprofits, Inc., an international consulting firm that builds organizational infrastructure. She is an award-winning speaker and an engaging group facilitator, who brings close to 40 years of nonprofit management and adult education experience to her work. Read More >>
About the Moderator
Carol Weisman President - Board Builders
Carol Weisman is the president of Board Builders. She is an internationally known speaker, author, trainer and consultant who specializes in volunteerism, fund raising and governance. Carol works primarily in the US, Canada, Australia and the UK. She has served on 38 boards and has been president of 8. Read More >>
Tom Bakewell
CEO Counsel & Confidante
Tom specializes in advising CEO’s and boards facing challenging situations, during times of transition and especially when it’s not business as usual.
His clients include the leaders of public and private companies, and prominent nonprofits. His industry experience is broad including higher education, healthcare, retail, banking, financial services, professional services, retirement communities, world relief organizations, and many more.
He has served on private company (retail & manufacturing) and nonprofit boards (education & health care) with annual revenues ranging from $40 to $800 million, and provided strategic, financial and legal counsel to public company CEO’s and Boards.
Tom is on faculty for the National Association of Corporate Directors (NACD) and a Board Leadership Fellow with the NACD. He writes and speaks on diverse governance topics including: strategy and governance, succeeding in the board room, handling conflicts of interest at the board level, building private company boards and strengthening shareholder relations, effective nonprofit governance and handling nonprofit crisis.
As an experienced director and executive, who is also a skilled attorney and CPA, Tom regularly provides unique insights and advice to his CEO and Board clients.
McGraw-Hill will publish Tom’s book Claiming Your Place at the Boardroom Table: The Essential Handbook for Excellence in Governance and Effective Directorship September 2014.
Tom holds a JD from the University of Memphis, MBA from St. Louis U. and MS from the Harvard School of Public Health. His law and CPA licenses are current.
Tom previously served as both Senior Vice President Law & Government Affairs and Director of Financial Planning for The Daughters of Charity (now Ascension). He began his career in blue chip law and accounting firms, and clinic management.
Terrie Temkin, Ph.D.
Founding Principal - CoreStrategies for Nonprofits, Inc.
Dr. Terrie Temkin is a founding principal of CoreStrategies for Nonprofits, Inc., an international consulting firm that builds organizational infrastructure. She is an award-winning speaker and an engaging group facilitator, who brings close to 40 years of nonprofit management and adult education experience to her work.
Considered by her colleagues as a thought leader in the area of governance, Terrie was one of the first to talk about strategic thinking as a governance function and the importance of expectations. She is a co-author of Community Engagement Governance,TM a new framework for governance that is gaining wide acceptance, and the editor of and contributor to the recently released governance anthology, You and Your Nonprofit Board: New Thinking from the Field’s Top Practitioners, Researchers and Provocateurs (CharityChannel Press, 2013). A prolific writer, her work can be found throughout the world in books, journals, blogs and her popular monthly column, “On Nonprofits.”
Terrie is committed to benefiting the nonprofit sector in ways beyond having an impact on her own clients. She is actively involved in leadership positions in several of her profession’s associations and a number of local organizations. She serves as editor or a member of the editorial committee of a number of the field’s most respected journals and newsletters, and is an adjunct faculty member at Florida Atlantic University, teaching a graduate course in nonprofit governance.
Carol Weisman
President - Board Builders
Carol Weisman is the president of Board Builders. She is an internationally known speaker, author, trainer and consultant who specializes in volunteerism, fund raising and governance. Carol works primarily in the US, Canada, Australia and the UK. She has served on 38 boards and has been president of 8.
Carol began her professional career working with street gangs, a marvelous background for working with boards. She found the gangs better organized, with clearer expectations and a solid leadership training program. Although she doesn’t recommend any fund raising that would end in incarceration, the gangs certainly had some “creative” ideas.
Carol is the author of 9 books. “Raising Charitable Children” is already in its 3rd and was featured in The New York Times, Parade Magazine, and Scholastic Parent and Child. Her latest book, “Transforming Ordinary People into Fundraising Superheroes: Even those who hate to ask,” is going into its second printing.
When not speaking and writing, Carol training with a group of plus-sized runners called The Chaffing Dishes.
