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ON-DEMAND | LINC: Governance v. Management and Role of a Board Member

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An ON-DEMAND CLE program:

LINC: Governance v. Management and Role of a Board Member

1.5 CLE credit approved.

MBCLE event code: 218165


Lawyers who serve in positions of leadership with nonprofit organizations are expected to understand their core roles and responsibilities under the law, and to help educate their colleagues and organizations about these roles and responsibilities. There are also key elements of board leadership that go beyond what is required by law – some of which may not come naturally to lawyer-leaders, such as understanding where governance and management diverge and overlap, and implementing strategic thinking and strategic planning processes.

  • Governance vs. Management
    • Governance defined
    • Three realms of "governance as leadership”: fiduciary, strategic, generative
    • Management defined
    • The grey zone of overlap between governance and management
    • Why separate realms of responsibility still matter
    • Scenarios – Is this board member crossing too far into "management” territory? What are the potential consequences for the board, for the staff, and for the organization?
  • Role of a Board Member:
    • Basic roles & responsibilities
    • Legal obligations of board members and boards
    • Excellence in board service – the Source 12
    • Unique expectations of lawyers serving on nonprofit boards

Emily Robertson, Robertson Law Office LLC

In 2011, Emily started Robertson Law Office, LLC, through which she helps nonprofits and tax exempt organizations with tax and regulatory compliance, governance, and other areas more unique to the nonprofit sector.  Emily has spent much of her career working in and around nonprofit organizations, and this experience has provided her with the ability to understand both the culture within the organization, and the particular demands that nonprofits face on a daily basis.  Outside of Emily’s practice, she volunteers for various organizations, including as a board member of the Charities Review Council.  She is adjunct faculty for Hamline University in their Masters in Nonprofit Management program, and is a frequent speaker on governance, tax and other issues related to nonprofit organizations. Emily was named a "2014 Up & Coming Attorney” by Minnesota Lawyer.



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