Ensuring effective and compliant management of board of director meetings is critical to leveraging the most impact from our partner’s boards. For non-profits, staying in compliance of the reporting, communications and sign-offs required of directors can be very challenging and time-consuming. Bearing Tree brings the expertise, processes and tools to ensure that the board of directors is in compliance with federal and state laws (as well as by-laws) and helping maximize its effectiveness.
Board Administration & Compliance
How we can help
- Provide board development and training support
- Schedule and coordinate board meeting logistics
- Prepare, distribute and maintain board materials (agendas, financials, minutes, etc.)
- Utilize technology to streamline governance and enhance the support your directors provide
- Ensure bylaws and governance compliance
- Ensure proper governance compliance including: Confidentiality Agreements, Conflict of Interest Agreement, Whistleblower Policy, and Board Member Acknowledgement and Responsibilities