Online Learning: Your Organization's Health and Well-Being

Thinking strategically and positioning for the long term while staying flexible and remaining open to new ideas.
Committing to reviewing the investment policy statement every two years.
Why and how diversity of experiences, backgrounds and points of view strengthens investment committee and organizational effectiveness.

Define “perspective” and identify why it is valuable for those with responsibility for nonprofit governance to keep in mind
List the ways boards are often preoccupied with matters that divert them from a focus on core issues
Differentiate between the various impediments standing in the way of board and committees setting better strategy and fulfilling it
Identify the principal elements or components of an investment policy statement
List the steps a board/investment committee should take when performing their annual/bi-annual review of their institution’s IPS
List the reasons why an institution that is unable to diversify its board and/or committee may lead to them being unable to fulfill other capabilities
List the key questions institutions should ask when working towards diversifying its board and staff