Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
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Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
What to Consider When Joining a Not-for-Profit Board
Insights Into Wealth
21 minutes 26 seconds
11 months ago
What to Consider When Joining a Not-for-Profit Board
In today’s podcast, Randy Gunn, BULLWEALTH’s VP & Portfolio Manager, speaks with Nicole D’Aoust, a Partner at Miller Thomson specializing in charity and not-for-profit law, focusing on governance, compliance and mission-related investments for these organizations. Randy and Nicole begin by exploring the role of a not-for-profit director and the importance of a strong governance framework, followed by a discussion on the onboarding process and ways to better prepare before joining such boards. Nicole also highlights understanding potential liabilities and how to protect oneself from these risks, finishing with tips on becoming an effective director, including practical examples. Randy and Nicole’s thoughtful and insightful conversation is designed to aid listeners in preparing to join not-for-profit organizations.
Insights Into Wealth
Short 10-15 minute conversations about wealth management with the BULLWEALTH team, from how they advise on investments, to what makes them tick, and the principles they live by.
