The Philanthropy Institute – Top Performing Boards 2023
The Tri-Valley Nonprofit Alliance (TVNPA) and Las Positas College present
The Philanthropy Institute 2023
Top Performing Boards is a Certificate Program designed for seasoned and novice board members, nonprofit professionals, and anyone interested in forming a board of directors or starting a nonprofit. This program is appropriate for organizations located anywhere in the United States.
This online program is presented in three 75-minute sessions. Register for individual sessions OR enroll in and complete all three sessions to earn a Certificate of Completion.
Earning a Certificate for Top Performing Boards program:
- Demonstrates commitment as an engaged board member
- Provides tools for building strong boards and elevates existing boards
- Positions organizations as attractive grant-funding candidates
Program Overview
Session I – January 17, 2023 “All Aboard!” Concepts in Board Design
Session II: – January 24, 2023 Running Impactful and Inclusive Board Meetings
Session III – January 31, 2023 Board Business Matters for the 21st Century
TVNPA Members: $25 per session
Non-Members: $35 per session
All sessions are scheduled from 1:00 pm – 2:15 pm PST and will be held online via Zoom. Log-in information for each seminar will be provided upon completing registration. Registration required for each individual seminar. Registration and attendance for all three seminars is mandatory to receive a certificate.
For more information about TVNPA membership or to join or renew, please see our Membership page.
Session I: “All Aboard!” Concepts in Board Design
Presenter: Lydia Hughes- Evans, Ed.D., Pure Momentum Consulting
Tuesday, January 17, 2023
1:00 pm – 2:15 pm PST
Passion for an organization’s mission is just one of many attractive qualities in a prospective board member. Before recruiting, it pays to identify the valuable skills, knowledge and experience you want at the table to help your organization succeed. Appropriate for both emerging and established nonprofit organizations.
Participants will learn about:
- Board types: working, oversight and advisory boards
- Board roles, committees, and sub-committees
- How to undertake the “skills, knowledge, and experience” gap analysis
- Strategies for recruiting and retention of new board members
- How to on-board new members, define board norms, and manage expectations
- The value of term limits
- How to navigate the partnership between a board president and executive director
Session II: Running Impactful and Inclusive Board Meetings
Presenter: Renee Rubin Ross, Ph.D., The Ross Collective
Tuesday, January 24, 2023
1:00 pm – 2:15 pm PST
Once board members are seated at the table, effective meetings are the vehicles that move an organization forward. At board meetings: initiatives are launched, progress is measured, and successes are celebrated. Dr. Renee Rubin Ross will take a deep dive into designing and managing productive meetings, from pre-planning through execution. In addition to covering meeting management basics, she will introduce the Ross Collective Model of Meeting Management.
Participants will learn about:
- How to design strategic agendas to keep meetings on track
- Participation and leadership styles to maximize contributions
- Methods for building relationships among board members
- How to infuse equity for all into formal and informal meetings
Session III: Board Business Matters for the 21st Century
Presenters:
Carolyn Siegfried, Executive Director, The Pedrozzi Foundation
Jane Scaccetti, Of Counsel, Armanino LLP
Tuesday, January 31, 2023
1:00 pm – 2:15 pm PST
If motivation and meetings are the fuel propelling nonprofit organizations forward, then solid business practices comprise the foundation upon which they operate. Established and emerging boards benefit from staying current on trends and new practices in board operations and governance matters.
The Philanthropy Institute welcomes Carolyn Siegfried, Executive Director of the Pedrozzi Foundation, in conversation with Jane Scaccetti, Of Counsel at Armanino LLP to discuss:
- Behind the scene: the business of board operations
- Board president and executive director perspectives and responsibilities
- Board governance: corporate bylaws, articles of incorporation, meeting minutes
- Fiscal responsibility: budgets and grant funding management
- Compliance and reporting: stakeholders, grant funders and federal and state taxation matters
Certificate Program Instructors
Dr. Lydia is a Certified Business Coach & Certified Employee Performance Coach and Founder and CEO of Pure Momentum Consulting, with over 15 years of wisdom from walking alongside organizations and individuals on their pathways to success, through her breadth of experience in the education, non-profit, and business sectors. She has served on the Board of Directors for World Hope International (2018- 2020), in addition to holding other administrative and leadership roles in several nonprofit agencies. Along with being a paid speaker and trainer, Dr. Lydia is also the author of the Organizational Poverty Series. In addition to her Doctor of Education in Organizational Leadership, she holds a BA in English and Psychology and an MA in Education (Instructional Leadership).
Dr. Ross is a recognized leader on board and organizational development and strategy and the founder of The Ross Collective, a consulting firm that designs and leads inclusive, participatory processes for social sector boards and staff. Committed to racial equity in the nonprofit sector, Dr. Ross guides leaders and organizations in strategic plans and governance processes that deepen social change, racial justice, stakeholder engagement, and community strength. In addition to her consulting work, Dr. Ross is the Director of the Cal State University East Bay Nonprofit Management Certificate Program, where she also teaches Strategic Planning and Board Development, and serves on the board of the Alliance for Nonprofit Management.
Jane Scaccetti is Of Counsel at Armanino, LLP. Ms. Scaccetti is a recognized trailblazer, governance expert, and SEC audit committee financial expert in the accounting industry. Early in her career, she was named the first woman tax partner at the international firm Laventhol & Horwath, and eventually co-founded and served as CEO at the firm Drucker & Scaccetti before joining Armanino as Firm Ambassador and Chief Storyteller. Ms. Scaccetti’s current corporate board assignments include the board of Penn Entertainment (NASDAQ:PENN) as Audit Committee Chair and on the Compliance Committee; Chairman of the Board at Mathmatica Policy Research. Her current civic and community board memberships include several committee assignments for Temple University, The Philadelphia Foundation, and the Women’s Nonprofit Leadership Initiative.
Carolyn Siegfried joined the Pedrozzi Scholarship Foundation as Executive Director in 2013, following management roles at regional nonprofit agencies and an early career in high-tech marketing in the Silicon Valley. She has produced and hosted shows for Tri-Valley Community Television (TV30), and served on several nonprofit boards, including as a founding board member and former Board Chair of the Tri-Valley Nonprofit Alliance. Ms. Siegfried holds MBA and General Engineering degrees from Santa Clara University and presently sits on the Board of Directors of Axis Community Health.