Defining and Implementing Processes for Effective Boards

Course Description

The key elements of fiduciary structure and effectiveness at an institution are professionalism, the composition of the board, how engaged the board is and how transparent the organization is to its constituencies and beneficiaries—whomever has a stake in what the board is doing. Processes within the structure focus on the tasks the board must perform and the decisions it must make. How can your institution use the key elements to implement processes that help your boards and committees be most effective as they help steer the organization towards fulfillment of its mission as it relates to manager selection and evaluation, portfolio and manager monitoring and due diligence? How do the roles of the board, committee and senior staff differ?

This session will examine the role of boards, investment committees and senior staff and the processes by which they lead, serve, decide and communicate to the organization, and how they work together to set strategic priorities and strategic direction for the institution during the important processes of portfolio managing and monitoring.    

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