Julia Patrick's guest appearances

Julia Patrick

CUES Podcast

Neil Gill For Breakfast - Triple M Central West 105.1

The Groupfinity Podcast

Chris Voss

James Buchanan

Will Miller

George Georgiou

Matt Jeffery

Daniel Miller

John Oliver

Rebecca Wilson

James Grant

John Reid

Michelle Cook

Richard Morgan

Josh Patterson

Andrew Henderson

Jonah Berger

OwlTail

#031 - Today I am speaking with Julia Patrick.  Julia is the founder of the American Nonprofit Academy.  Her mission is to bring education, leadership, connectivity and collaboration to the nonprofit community.  She produces and hosts the nation's ONLY daily 30 minute nonprofit broadcast called The Nonprofit Show. She interviews nonprofit leaders from around the country and world.  There are almost 500 episodes in the archive.Julia shares that funders are looking for financial commitments from your board.“what percentage of your board is financially invested in your organization?”“Newsflash, if it's NOT 100%, then you're going to lose some funding. And that doesn't necessarily mean huge amounts of money. It could be a hundred dollars, it could be $10, but that is something that funders across this country are looking at.”She adds that you can be creative by scholarshiping younger board members who may not be able to meet the financial hurdle.Check out the American Nonprofit Academy at - https://americannonprofitacademy.com/The key takeaways from my discussion with Julia are:  #1 Be organized.  Have all of your meetings defined and scheduled for at least 12 months out;#2 Most funders are asking the question what percentage of your board is financially invested in your organization? If it's not a hundred percent, then you're going to lose some funding opportunities;#3 The same people get asked to to join these boards so you’re probably going to hear a lot of nos before you hear yeses; AND#4 The pandemic has forced overdue changes in the nonprofit world.Check out Groupfinity.com for the show notes and links for this episode.   

#031 - Today I am speaking with Julia Patrick.  Julia is the founder of the American Nonprofit Academy.  Her mission is to bring education, leadership, connectivity and collaboration to the nonprofit community.  She produces and hosts the nation's ONLY daily 30 minute nonprofit broadcast called The Nonprofit Show. She interviews nonprofit leaders from around the country and world.  There are almost 500 episodes in the archive. Julia shares that funders are looking for financial commitments from your board. “what percentage of your board is financially invested in your organization?” “Newsflash, if it's NOT 100%, then you're going to lose some funding. And that doesn't necessarily mean huge amounts of money. It could be a hundred dollars, it could be $10, but that is something that funders across this country are looking at.” She adds that you can be creative by scholarshiping younger board members who may not be able to meet the financial hurdle. Check out the American Nonprofit Academy at - <a href="https://americannonprofitacademy.com/" rel="nofollow" target="_blank">https://americannonprofitacademy.com/</a> The key takeaways from my discussion with Julia are:   #1 Be organized.  Have all of your meetings defined and scheduled for at least 12 months out; #2 Most funders are asking the question what percentage of your board is financially invested in your organization? If it's not a hundred percent, then you're going to lose some funding opportunities; #3 The same people get asked to to join these boards so you’re probably going to hear a lot of nos before you hear yeses; AND #4 The pandemic has forced overdue changes in the nonprofit world. Check out <a href="http://Groupfinity.com" rel="nofollow" target="_blank">Groupfinity.com</a> for the show notes and links for this episode.

Yes, you need Julia Patrick’s 5 tips for nonprofit annual planning

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Luke and Julia Patrick

Michael Daigneault

The job of board liaisons today is multi-faceted and evolving—and it’s a good idea for organizations to foster their development, according to Julia Patrick and Michael G. Daignealt, CCD, in episode 96 of the CUES Podcast.“It really is proving to be a pivotal position, more so than I think a lot of people realize,” says Daigneault, CEO and co-founder of CUES strategic partner for governance, Quantum Governance, Vienna, Virginia. “The primary purpose of it is often thought of to support the board and support the committee. But I think it’s also to guide them … and make governance more effective.”That guidance may be a factor in a credit union board becoming high performing rather than mediocre.“Michael and I share a passion for how internal leadership can really help move an organization forward,” explains Patrick, CEO/co-founder of the American Nonprofit Academy, Phoenix. “That board liaison is oftentimes the centerpiece of an effective board versus maybe a not-so-effective board.”What are some key responsibilities of board liaisons?“There’s a lot of issues that go from compliance to recording to all of the different things that have to be stored during official meetings,” Patrick answers. “They’re tracking things through their board portals. They’re actually navigating things that have a fiduciary responsibility as well as keeping the culture of the organization and … (supporting) communication.”Daigneault echoes those thoughts, noting that because board liaisons are so connected to the board chair, the CEO, directors, committee chairs and committee members, they’re often good glue for holding everything together. They also provide a really important resource for the continuing education of board and committee members, he adds.Patrick and Daigneault will co-lead Board Liaison Workshop this September. When the two led a previous CUES in-person event for board liaisons, they asked what participants most wanted to learn. The board liaisons cited such things as:How do we support board member engagement?How do we facilitate the board packets more effectively?How do we do the minutes right, rather than just taking down everything that is said?How do we help the senior team and the board shepherd the strategy process even more effectively?Attendees also expressed a desire to continue evolving the role of board liaison.“There is a desire for the board liaison to have a stronger voice and to be seen in the C-suite as a very important part of a successful operation and not just a clerical role,” Patrick explains in the show. “To understand that this is a trained, professional piece of someone’s job description, that’s somewhat of a new conversation.”Daigneault adds that the job of the board liaison is “a multi-faceted role, which is morphing and evolving and becoming more professional day by day.”The show also gets into:What surprises executives and board liaisons themselves about the evolving role of the board liaisonWhy board liaisons sometimes feel alone in their jobsThe special role of board liaisons when governance is being conducted virtuallyHow the Board Liaison Workshop and other CUES board liaison offerings are fostering a network of these professionals who can connect with and learn from each otherWhat Daigneault and Patrick bring to their presentations at the Board Liaison Workshop—high-level perspective on strategic governance plus tools for succeeding with the nuts and bolts of&amp;

The job of board liaisons today is multi-faceted and evolving—and it’s a good idea for organizations to foster their development, according to Julia Patrick and Michael G. Daignealt, CCD, in episode 96 of the CUES Podcast.“It really is proving to be a pivotal position, more so than I think a lot of people realize,” says Daigneault, CEO and co-founder of CUES strategic partner for governance, <a href="http://www.quantumgovernance.net/" rel="nofollow" target="_blank">Quantum Governance</a>, Vienna, Virginia. “The primary purpose of it is often thought of to support the board and support the committee. But I think it’s also to guide them … and make governance more effective.”That guidance may be a factor in a credit union board becoming high performing rather than mediocre.“Michael and I share a passion for how internal leadership can really help move an organization forward,” explains Patrick, CEO/co-founder of the <a href="https://americannonprofitacademy.com/" rel="nofollow" target="_blank">American Nonprofit Academy</a>, Phoenix. “That board liaison is oftentimes the centerpiece of an effective board versus maybe a not-so-effective board.”What are some key responsibilities of board liaisons?“There’s a lot of issues that go from compliance to recording to all of the different things that have to be stored during official meetings,” Patrick answers. “They’re tracking things through their board portals. They’re actually navigating things that have a fiduciary responsibility as well as keeping the culture of the organization and … (supporting) communication.”Daigneault echoes those thoughts, noting that because board liaisons are so connected to the board chair, the CEO, directors, committee chairs and committee members, they’re often good glue for holding everything together. They also provide a really important resource for the continuing education of board and committee members, he adds.Patrick and Daigneault will co-lead <a href="https://www.cues.org/professional-development-and-events/board-liaison-workshop" rel="nofollow" target="_blank">Board Liaison Workshop</a> this September. When the two led a previous CUES in-person event for board liaisons, they asked what participants most wanted to learn. The board liaisons cited such things as:<ul><li>How do we support board member engagement?</li><li>How do we facilitate the board packets more effectively?</li><li>How do we do the minutes right, rather than just taking down everything that is said?</li><li>How do we help the senior team and the board shepherd the strategy process even more effectively?</li></ul>Attendees also expressed a desire to continue evolving the role of board liaison.“There is a desire for the board liaison to have a stronger voice and to be seen in the C-suite as a very important part of a successful operation and not just a clerical role,” Patrick explains in the show. “To understand that this is a trained, professional piece of someone’s job description, that’s somewhat of a new conversation.”Daigneault adds that the job of the board liaison is “a multi-faceted role, which is morphing and evolving and becoming more professional day by day.”The show also gets into:<ul><li>What surprises executives and board liaisons themselves about the evolving role of the board liaison</li><li>Why board liaisons sometimes feel alone in their jobs</li><li>The special role of board liaisons when governance is being conducted virtually</li><li>How the <a href="https://www.cues.org/professional-development-and-events/board-liaison-workshop" rel="nofollow" target="_blank">Board Liaison Workshop</a> and other CUES board liaison offerings are fostering a network of these professionals who can connect with and learn from each other</li><li>What Daigneault and Patrick bring to their presentations at the <a href="https://www.cues.org/professional-development-and-events/board-liaison-workshop" rel="nofollow" target="_blank">Board Liaison Workshop</a>—high-level perspective on strategic governance plus tools for succeeding with the nuts and bolts of&amp;</li></ul>

CUES Podcast 96: Why You Should Develop Your Board Liaison as a Professional Governance Resource—an Interview With Julia Patrick and Michael Daigneault, CCD