ACAE

Organizational Excellence Workshop with Bob Harris, CAE

Organizational Excellence Workshop with Bob Harris, CAE

Date: 21-Jul-2017

Friday, July 21, 2017

8:30 - 11:30 a.m.

Hilton Garden Inn, Eastchase

$95 for first person, $75 for each additional person from same association.

Make your organization the best it can be, the most productive – the most efficient. We are delighted to have the “Association Guru,” aka Bob Harris in Montgomery for a fast-paced morning of information, encouragement and motivation. Register today to reserve your spot. Bob Harris speaks around the globe on association management and is recognized as the expert on all facets of non-profit operations.

We will cover the following topics:
IRS Scrutiny: Form 990 Policies, Conflicts, Compensation, Board Review, Record Retention, Audit, Review, Compilation, Whistle Blower

Innovative and Best Practices: 
Agendas and Board Meetings, 
Budgeting and Financials, 
Revenues and Expenses, 
Nominations, 
Sponsorship Opportunities,
 Strategic Plans,
 Board/Staff Training Resources

Risk Management: Insurance-Volunteer Immunity, Corporate Status
, Minutes,
 Software, Antitrust Avoidance,
 Credit – PCI Compliance, Identity Theft
, Succession Plan

Strategic Direction: 
 Retreat Planning,
 Brand: Mission-Vision-Values 
 Direction: Goals-Strategies-Tactics-Annual Business Plan 
 


This is a lot to cover in one morning, but it will make you a better executive.  

 

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