Board Member Orientation Agenda

9:00 Welcome Board Chair

9:05 Self Introduction All

9:30 Your Organization Executive Director

Mission

History

Overview

9:40 Program Descriptions Program Directors

10:00 Break

10:10 Financial Information CFO/Treasurer

Budget

Balance Sheet

YTD Income & Expenses

Investments

10:30 Fundraising Development Director

Annual Fund Strategies

Special Event Strategies

Capital Campaign Information

Planned Giving

10:50 Volunteers/Advisory Councils Executive Director

11:00 Board Governance Board

Meetings

Committee Participation

Board Retreats

Responsibilities

Board Manuals

Governance vs. Management

11:15 Long Range Planning/Future Vision Executive Director

11:40 Tour Facility

12:00 Lunch