The 3rd Annual Institute for Trustees

Attendees experienced a profound sense of community and pride in being part of the nonprofit sector in Essex County through Dave Welbourn’s presentation on the history of philanthropy and social engagement in Essex County.

The morning breakout sessions consisted of 6 concurrent presentations around all aspects of what it means to be Trustee. Jay Caporale presented his knowledge on Building a Successful Board especially encouraging Boards to hold an executive session after each board meeting to encourage open dialogue with no staff present. Gayle Gifford engaged her session group with identifying board officer responsibilities and positions. Larry Raff shared his in depth understanding of Fundraising, generating some great discussion on different ways of ‘making the ask’. Other topics were Financial Sustainability, Strategic Alliances and Strategic Planning. Look for some changes and additions in next year’s conference!

Morning keynote speaker, David Spackman enjoined upon Trustees two main duties, the duty of loyalty to the organization and the duty of care and diligence. He could not understate the value of Board members in managerial oversight and of the importance of each Trustee in knowing their responsibilities.

Lunchtime gave attendees opportunities to continue discussions in more granular groups of peers. For example, First Year Trustees, Board Chairs, Treasurers gathered in their own meeting rooms to share common concerns and successes.

Simone Joyaux challenged the Institute in the afternoon with her vision of the Ideal Board. Self described as tough and provocative she questioned the status quo and inspired attendees to re-evaluate traditional ideas.

The hallways of Pingee School buzzed with conversation as attendees met and shared ideas. The new contacts people make here stimulate new partnerships and collaborations proving that while the Institute is about education, it is also about community building. When knowledge, interaction and dialogue take place, great things happen.