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New board member training updated

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Julie Van Noy
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New Board Member Training Alicia Osborne & Mary Thomas
I. Cooperative & Its Principles
Cooperative IDENTITY Statement ,[object Object]
Cooperative VALUE Statement ,[object Object]
Rochdale Principles ,[object Object],[object Object],[object Object]
1 ST Rochdale Principle ,[object Object],[object Object],[object Object],[object Object]
2 nd Rochdale Principle ,[object Object],[object Object],[object Object],[object Object]
3 rd Rochdale Principle ,[object Object],[object Object],[object Object],[object Object]
4 th Rochdale Principle ,[object Object],[object Object],[object Object],[object Object],[object Object]
5 th Rochdale Principle ,[object Object],[object Object],[object Object]
6 th Rochdale Principle ,[object Object],[object Object],[object Object]
7 th Rochdale Principle ,[object Object],[object Object],[object Object],[object Object]
Cooperative Firsts ,[object Object],[object Object],[object Object]
Cooperative Foundation Stockholders ,[object Object],[object Object]
Cooperative Foundation Board of Directors ,[object Object],[object Object],[object Object]
Cooperative Foundation Management Agent ,[object Object],[object Object]
Cooperative Foundation Debt & Equity ,[object Object],[object Object]
The Cooperative Difference ,[object Object],[object Object],[object Object],[object Object]
Types of Cooperatives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Types of Cooperatives ,[object Object],[object Object],[object Object],[object Object],[object Object]
Types of Cooperatives ,[object Object],[object Object],[object Object],[object Object]
Legal Cooperative Types ,[object Object],[object Object],[object Object],[object Object],[object Object]
II. Cooperative Documents
a. Articles of Incorporation ,[object Object]
b. Subscription Agreement ,[object Object]
c. By-Laws ,[object Object]
d. Regulatory Agreement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
e. Mortgage Agreement ,[object Object],[object Object],[object Object],[object Object]
f. Occupancy Agreement ,[object Object]
g. Use Agreement ,[object Object],[object Object],[object Object],[object Object]
h. Management Agreement ,[object Object],[object Object]
III. Financial Responsibilities
a. Roles & Responsibilities - Board ,[object Object],[object Object],[object Object],[object Object],[object Object]
a. Roles & Responsibilities-Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
a. Roles & Responsibilities - Membership ,[object Object],[object Object],[object Object],[object Object],[object Object]
b. Operating Budget ,[object Object]
b. Operating Budget - Timing ,[object Object],[object Object],[object Object],[object Object]
b. Operating Budget - Preparation ,[object Object],[object Object],[object Object]
b. Operating Budget – YTD vs. Projected ,[object Object],[object Object],[object Object],[object Object],[object Object]
c. Monthly Financial Report ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
c. Monthly Financial Reporting -Accounts Receivable ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
c. Monthly Financial Reporting -Accounts Payable ,[object Object],[object Object],[object Object]
Occupancy Rates ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
c. Monthly Financial Reporting -Budget Comparison ,[object Object],[object Object],[object Object],[object Object]
c. Monthly Financial Reporting – Check/ Disbursement Register ,[object Object],[object Object]
c. Monthly Financial Reporting – Schedule of Reserves/ Investments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cash Accounts & Membership ,[object Object],[object Object],[object Object],[object Object],[object Object]
General Operating Reserve ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Replacement Reserve Account ,[object Object],[object Object],[object Object]
Real Estate Taxes Escrow ,[object Object],[object Object],[object Object]
Insurance Escrow ,[object Object],[object Object],[object Object],[object Object]
Tips/ Pointers for Reading the Financial Report ,[object Object],[object Object],[object Object],[object Object]
d. Fiscal Year Audit – Content ,[object Object],[object Object],[object Object]
d. Fiscal Year Audit – Reviewing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
d. Fiscal Year Audit – Bidding ,[object Object],[object Object]
e. Reserve Analysis & Long Term Planning - What ,[object Object]
e. Reserve Analysis & Long Term Planning - Why ,[object Object]
e. Reserve Analysis & Long Term Planning - How ,[object Object],[object Object],[object Object],[object Object],[object Object]
IV. Effective Leadership
Listening ,[object Object],[object Object],[object Object],[object Object],[object Object]
Communication Skills ,[object Object],[object Object],[object Object],[object Object]
Team Building ,[object Object],[object Object],[object Object],[object Object]
Parliamentary Procedures ,[object Object],[object Object],[object Object],[object Object]
Ethics ,[object Object],[object Object],[object Object]
V. Cooperative Operations
a. Eligibility ,[object Object],[object Object],[object Object]
b. Policies & Procedures ,[object Object],[object Object]
c. Maintenance Program ,[object Object],[object Object],[object Object],[object Object],[object Object]
d. Governance, Enforcement & Implementation ,[object Object],[object Object]
Oversight Duties ,[object Object]
The Ideal Board Should… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Directors ’ Golden Rule ,[object Object]

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New board member training updated

Notes de l'éditeur

  1. Define Policy: A program of action or a set of principles according to which the cooperative ’s business will be conducted. Does the policy meet the need? Violate members rights? Understandable? Compliant with Fair Housing?
  2. Management Reports