YANA Podcasts

Nonprofit Leaders’ Fiduciary Duties | A YANA Webinar

September 02, 2020 Yale Alumni Nonprofit Alliance
YANA Podcasts
Nonprofit Leaders’ Fiduciary Duties | A YANA Webinar
Chapters
YANA Podcasts
Nonprofit Leaders’ Fiduciary Duties | A YANA Webinar
Sep 02, 2020
Yale Alumni Nonprofit Alliance

This webinar describes the nature of fiduciary responsibilities, especially with respect to financial and investment matters, provides a model of good fiduciary governance, and reviews some of the tools available to nonprofit financial fiduciaries for prudent financial management.

Matt Gelfand, Rich Moreland, and Bob Scott, of Moreland Associates, LLC, each has decades of experience serving as fiduciaries for nonprofit organizations in executive, board, committee, and vendor roles. They provide guidance through the thicket of fiduciary duties so you can feel confident in taking on and exercising more responsibility for the financial and broader benefit of your nonprofit organizations.

This webinar covers essential elements of fiduciary responsibility, good governance, and prudent financial management.

  • Defining fiduciary responsibilities
  • Model governance structures
  • The Uniform Prudent Management of Institutional Funds Act (“UPMIFA”)
  • Documenting governance structures and processes and the investment policy statement (IPS)
  • The importance of good recordkeeping
  • What behavior, actions, and decisions are prudent?
  • Self-dealing and conflicts of interest
Show Notes

This webinar describes the nature of fiduciary responsibilities, especially with respect to financial and investment matters, provides a model of good fiduciary governance, and reviews some of the tools available to nonprofit financial fiduciaries for prudent financial management.

Matt Gelfand, Rich Moreland, and Bob Scott, of Moreland Associates, LLC, each has decades of experience serving as fiduciaries for nonprofit organizations in executive, board, committee, and vendor roles. They provide guidance through the thicket of fiduciary duties so you can feel confident in taking on and exercising more responsibility for the financial and broader benefit of your nonprofit organizations.

This webinar covers essential elements of fiduciary responsibility, good governance, and prudent financial management.

  • Defining fiduciary responsibilities
  • Model governance structures
  • The Uniform Prudent Management of Institutional Funds Act (“UPMIFA”)
  • Documenting governance structures and processes and the investment policy statement (IPS)
  • The importance of good recordkeeping
  • What behavior, actions, and decisions are prudent?
  • Self-dealing and conflicts of interest