"Roger led our recent Board Retreat, which in effect, he made a graduate-level course in what it means to be a Board member in an independent school. His careful questioning before the retreat to determine my Board’s particular needs led to an extraordinarily productive day. He shared his experience and expertise in governance issues with warmth, wit and a keen intellect. Every Board member said it was single best retreat they had shared as a group. We plan to make sessions with Roger an annual event. "

Richard Hof, Head of School

Beacon Day School

Oakland, CA

Services in
Non-Profit Governance

(All services in this area provided by Roger Weaver)

Board recruitment procedures
Board role definition
Board self-evaluation
Board-CEO communications
Committee structure and goals
Executive director (CEO) evaluation
Founding a school
Fundraising (capital, annual, event)
Governance 101
Governance best practices for Boards

Head transition facilitation & support
High functioning Board qualities
IRS compliance; new form 990 requirements
Leadership of the Board
Leadership succession planning

Mediation
Mergers of schools
Meeting facilitation

New Head relations - maximizing opportunities
Problem solving and crisis management
Professional development for trustees
Strategic planning
Uniform Prudent Management of Institutional Funds Act (UPMIFA) compliance