Organizational Excellence Workshop with Bob Harris, CAE
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.