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Training nahc board

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Julie Van Noy

The document provides an overview of cooperative principles, governance, and financial responsibilities for new board members. It discusses the key elements of cooperatives including voluntary membership, democratic member control, member economic participation, autonomy and independence, education/training, cooperation among cooperatives, and concern for community. It also summarizes cooperative documents, budgeting, financial reporting, reserves, audits, and the roles and responsibilities of the board, management, and members.

1 of 74
New Board Member Training Alicia Osborne & Mary Thomas
Cooperative & Its Principles
Cooperative IDENTITY Statement ,[object Object]
Cooperative VALUE Statement ,[object Object]
Rochdale Principles ,[object Object],[object Object],[object Object]
1 ST Rochdale Principle ,[object Object],[object Object],[object Object],[object Object]
2 nd Rochdale Principle ,[object Object],[object Object],[object Object],[object Object]
3 rd Rochdale Principle ,[object Object],[object Object],[object Object],[object Object]
4 th Rochdale Principle ,[object Object],[object Object],[object Object],[object Object],[object Object]
5 th Rochdale Principle ,[object Object],[object Object],[object Object]
6 th Rochdale Principle ,[object Object],[object Object],[object Object]
7 th Rochdale Principle ,[object Object],[object Object],[object Object],[object Object]
Cooperative Firsts ,[object Object],[object Object],[object Object]
Cooperative Foundation Stockholders ,[object Object],[object Object]
Cooperative Foundation Board of Directors ,[object Object],[object Object],[object Object]
Cooperative Foundation Management Agent ,[object Object],[object Object]
Cooperative Foundation Debt & Equity ,[object Object],[object Object]
The Cooperative Difference ,[object Object],[object Object],[object Object],[object Object]
Types of Cooperatives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Types of Cooperatives ,[object Object],[object Object],[object Object],[object Object],[object Object]
Types of Cooperatives ,[object Object],[object Object],[object Object],[object Object]
Legal Cooperative Types ,[object Object],[object Object],[object Object],[object Object],[object Object]
Cooperative Documents
Articles of Incorporation ,[object Object]
Subscription Agreement ,[object Object]
By-Laws ,[object Object]
Regulatory Agreement ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Mortgage Agreement ,[object Object],[object Object],[object Object],[object Object]
Occupancy Agreement ,[object Object]
Membership Certificate ,[object Object]
Use Agreement ,[object Object],[object Object],[object Object],[object Object]
Management Agreement ,[object Object],[object Object]
Financial Responsibilities
Roles & Responsibilities - Board ,[object Object],[object Object],[object Object],[object Object],[object Object]
Roles & Responsibilities-Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Roles & Responsibilities - Membership ,[object Object],[object Object],[object Object],[object Object],[object Object]
Operating Budget ,[object Object]
Operating Budget - Timing ,[object Object],[object Object],[object Object],[object Object]
Operating Budget - Preparation ,[object Object],[object Object],[object Object]
Operating Budget – YTD vs. Projected ,[object Object],[object Object],[object Object],[object Object],[object Object]
Monthly Financial Report ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Monthly Financial Reporting -Accounts Receivable ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Monthly Financial Reporting -Accounts Payable ,[object Object],[object Object],[object Object]
Occupancy Rates ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Monthly Financial Reporting -Budget Comparison ,[object Object],[object Object],[object Object],[object Object]
Monthly Financial Reporting – Check/ Disbursement Register ,[object Object],[object Object]
Monthly Financial Reporting – Schedule of Reserves/ Investments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cash Accounts & Membership ,[object Object],[object Object],[object Object],[object Object],[object Object]
General Operating Reserve ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Replacement Reserve Account ,[object Object],[object Object],[object Object]
Real Estate Taxes Escrow ,[object Object],[object Object],[object Object]
Insurance Escrow ,[object Object],[object Object],[object Object],[object Object]
Tips/ Pointers for Reading the Financial Report ,[object Object],[object Object],[object Object],[object Object]
Fiscal Year Audit – Content ,[object Object],[object Object],[object Object]
Fiscal Year Audit – Reviewing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Fiscal Year Audit – Bidding ,[object Object],[object Object]
Reserve Analysis & Long Term Planning - What ,[object Object]
Reserve Analysis & Long Term Planning - Why ,[object Object]
Reserve Analysis & Long Term Planning - How ,[object Object],[object Object],[object Object],[object Object],[object Object]
Effective Leadership
Listening ,[object Object],[object Object],[object Object],[object Object],[object Object]
Communication Skills ,[object Object],[object Object],[object Object],[object Object]
Team Building ,[object Object],[object Object],[object Object],[object Object]
Parliamentary Procedures ,[object Object],[object Object],[object Object],[object Object]
Ethics ,[object Object],[object Object],[object Object]
Cooperative Operations
Eligibility ,[object Object],[object Object],[object Object]
Policies & Procedures ,[object Object],[object Object]
Maintenance Program ,[object Object],[object Object],[object Object],[object Object],[object Object]
Governance, Enforcement & Implementation ,[object Object],[object Object]
Oversight Duties ,[object Object]
The Ideal Board Should… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Directors ’ Golden Rule ,[object Object]
[object Object]

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Training nahc board

Editor's Notes

  1. Define Policy: A program of action or a set of principles according to which the cooperative ’s business will be conducted. Does the policy meet the need? Violate members rights? Understandable? Compliant with Fair Housing?
  2. Management Reports