Course Outline
Introduction—Defining the “Territory” of Leadership
- Defining leadership
- Leadership vs. management
- The leadership playing field: personal, team and strategic
Communications: Cornerstone of Effective Leadership
- Aligning leadership, plan design and communications
- Legal framework
- Evaluating your communications program
- Communication policies vs. strategies
- Critical assessment skills and tools
- Grey areas and thorny issues
Ethical Challenges in Fund Leadership
- Introduction: The changing legal landscape
- Leading by example—establishing and maintaining a
culture of ethical conduct
- Ethical challenges (representative samples)
- Spending trust assets—potential pitfalls and strategies*
- A fresh look at your relationships with service providers*
- Making appropriate and valid investment decisions*
- Conflicts of interest—a fresh look at process*
Meeting the Challenge of Leading Change:
A Self-Assessment of Leadership Capability
- Major changes that demand leadership
- Personal, team and strategic leadership
- Assessment of specific leadership competencies
Boards as Orchestrators of Change:
Meeting the Challenge
- What does it take to succeed?
- When to “take the lead”
- Understanding the dynamics of change
- Managing yourself through change
- Board cultures that facilitate change
Developing Leadership Capacity:
A Personal Action Plan
- Establishing an action plan for you and your board
- Preparing for the discussion at the board table
* These are examples of ethical challenges utilized in previous offerings of Part IV.
Typically four or five challenges are presented for review and discussion. Topics
are subject to change.