Canadian Legal and Legislative Update

Building and maintaining a positive board culture takes intention and effort. This process can be more challenging when faced with board turnover, especially if it is unexpected. With the increase in board trustee turnover and retirements over the last few years, and many more likely to follow, how are you and your board preparing to transition to the next generation of trustees?

In this workshop, you will learn a step-by-step approach to succession planning, including how to find new trustees. Effective interview questions will be provided to ensure desired skills and attributes. We will detail how to amend trust agreements and/or collective agreements to support succession planning for trustees as well as how to address bias and culture on existing boards and with new trustees.

This workshop will also discuss:

• The advantages of succession planning, include avoiding disruptions and delays on important board work as well as ensuring new trustees are well-prepared and properly educated
• Engaging your board in the trustee appointment process
  
• The importance of developing a skills matrix
  
• Responsibilities of appointing parties
• Ensuring proper diversity
  
• ​Policies to address terms, outline roles and responsibilities and remove board members
  
• Seeking approval and provisions for alternate trustees and trustees-in-training
  
• The difficulty in recruiting management trustees
• Professional trustees
• Board self-assessments.​

Speakers