CUES Podcast

CUES Podcast 96: Why You Should Develop Your Board Liaison as a Professional Governance Resource—an Interview With Julia Patrick and Michael Daigneault, CCD

July 30, 2020 CUES
CUES Podcast
CUES Podcast 96: Why You Should Develop Your Board Liaison as a Professional Governance Resource—an Interview With Julia Patrick and Michael Daigneault, CCD
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CUES Podcast
CUES Podcast 96: Why You Should Develop Your Board Liaison as a Professional Governance Resource—an Interview With Julia Patrick and Michael Daigneault, CCD
Jul 30, 2020
CUES

The job of board liaisons today is multi-faceted and evolving—and it’s a good idea for organizations to foster their development, according to Julia Patrick and Michael G. Daignealt, CCD, in episode 96 of the CUES Podcast.

“It really is proving to be a pivotal position, more so than I think a lot of people realize,” says Daigneault, CEO and co-founder of CUES strategic partner for governance, Quantum Governance, Vienna, Virginia. “The primary purpose of it is often thought of to support the board and support the committee. But I think it’s also to guide them … and make governance more effective.”

That guidance may be a factor in a credit union board becoming high performing rather than mediocre.

“Michael and I share a passion for how internal leadership can really help move an organization forward,” explains Patrick, CEO/co-founder of the American Nonprofit Academy, Phoenix. “That board liaison is oftentimes the centerpiece of an effective board versus maybe a not-so-effective board.”

What are some key responsibilities of board liaisons?

“There’s a lot of issues that go from compliance to recording to all of the different things that have to be stored during official meetings,” Patrick answers. “They’re tracking things through their board portals. They’re actually navigating things that have a fiduciary responsibility as well as keeping the culture of the organization and … (supporting) communication.”

Daigneault echoes those thoughts, noting that because board liaisons are so connected to the board chair, the CEO, directors, committee chairs and committee members, they’re often good glue for holding everything together. They also provide a really important resource for the continuing education of board and committee members, he adds.

Patrick and Daigneault will co-lead Board Liaison Workshop this September. When the two led a previous CUES in-person event for board liaisons, they asked what participants most wanted to learn. The board liaisons cited such things as:

  • How do we support board member engagement?
  • How do we facilitate the board packets more effectively?
  • How do we do the minutes right, rather than just taking down everything that is said?
  • How do we help the senior team and the board shepherd the strategy process even more effectively?

Attendees also expressed a desire to continue evolving the role of board liaison.

“There is a desire for the board liaison to have a stronger voice and to be seen in the C-suite as a very important part of a successful operation and not just a clerical role,” Patrick explains in the show. “To understand that this is a trained, professional piece of someone’s job description, that’s somewhat of a new conversation.”

Daigneault adds that the job of the board liaison is “a multi-faceted role, which is morphing and evolving and becoming more professional day by day.”

The show also gets into:

  • What surprises executives and board liaisons themselves about the evolving role of the board liaison
  • Why board liaisons sometimes feel alone in their jobs
  • The special role of board liaisons when governance is being conducted virtually
  • How the Board Liaison Workshop and other CUES board liaison offerings are fostering a network of these professionals who can connect with and learn from each other
  • What Daigneault and Patrick bring to their presentations at the Board Liaison Workshop—high-level perspective on strategic governance plus tools for succeeding with the nuts and bolts of&
Show Notes

The job of board liaisons today is multi-faceted and evolving—and it’s a good idea for organizations to foster their development, according to Julia Patrick and Michael G. Daignealt, CCD, in episode 96 of the CUES Podcast.

“It really is proving to be a pivotal position, more so than I think a lot of people realize,” says Daigneault, CEO and co-founder of CUES strategic partner for governance, Quantum Governance, Vienna, Virginia. “The primary purpose of it is often thought of to support the board and support the committee. But I think it’s also to guide them … and make governance more effective.”

That guidance may be a factor in a credit union board becoming high performing rather than mediocre.

“Michael and I share a passion for how internal leadership can really help move an organization forward,” explains Patrick, CEO/co-founder of the American Nonprofit Academy, Phoenix. “That board liaison is oftentimes the centerpiece of an effective board versus maybe a not-so-effective board.”

What are some key responsibilities of board liaisons?

“There’s a lot of issues that go from compliance to recording to all of the different things that have to be stored during official meetings,” Patrick answers. “They’re tracking things through their board portals. They’re actually navigating things that have a fiduciary responsibility as well as keeping the culture of the organization and … (supporting) communication.”

Daigneault echoes those thoughts, noting that because board liaisons are so connected to the board chair, the CEO, directors, committee chairs and committee members, they’re often good glue for holding everything together. They also provide a really important resource for the continuing education of board and committee members, he adds.

Patrick and Daigneault will co-lead Board Liaison Workshop this September. When the two led a previous CUES in-person event for board liaisons, they asked what participants most wanted to learn. The board liaisons cited such things as:

  • How do we support board member engagement?
  • How do we facilitate the board packets more effectively?
  • How do we do the minutes right, rather than just taking down everything that is said?
  • How do we help the senior team and the board shepherd the strategy process even more effectively?

Attendees also expressed a desire to continue evolving the role of board liaison.

“There is a desire for the board liaison to have a stronger voice and to be seen in the C-suite as a very important part of a successful operation and not just a clerical role,” Patrick explains in the show. “To understand that this is a trained, professional piece of someone’s job description, that’s somewhat of a new conversation.”

Daigneault adds that the job of the board liaison is “a multi-faceted role, which is morphing and evolving and becoming more professional day by day.”

The show also gets into:

  • What surprises executives and board liaisons themselves about the evolving role of the board liaison
  • Why board liaisons sometimes feel alone in their jobs
  • The special role of board liaisons when governance is being conducted virtually
  • How the Board Liaison Workshop and other CUES board liaison offerings are fostering a network of these professionals who can connect with and learn from each other
  • What Daigneault and Patrick bring to their presentations at the Board Liaison Workshop—high-level perspective on strategic governance plus tools for succeeding with the nuts and bolts of&