Cover Your Assets: Crafting Policies and Procedures for Your Nonprofit

Policies and procedures serve many purposes. They provide direction to staff, volunteers, and the board, clarify expectations about the way your organization runs, help avoid inconsistencies, and protect your nonprofit from possible legal action or fraud.

Policies and procedures can affect various parts of a nonprofit’s work, including governance, accountability, and operations.

Well-written policies and procedures are the framework that holds your organization together, and they help make everything run smoothly and efficiently.

This course is designed to help you understand what policies and procedures are needed, and how to develop them so they clearly communicate what you do and why you do it.

During this interactive 3-hour workshop, participants will:

• Discuss the importance and requirements of policies and procedures;

• Learn about standard policies for nonprofits;

• Work through policy examples; and

• Receive tips for policy manuals that are easy-to-understand and user-friendly.

About the presenter:

Michel Hudson, CFRE, CEFL, has more than 30 years’ experience guiding nonprofits and associations, in the roles of staff, volunteer, board member, and consultant.

Her company, 501(c)onsulting TM – established in 2001 – currently focuses on providing groups with clarity and a framework for growth through board/staff retreats and strategic planning. She has also worked with many nonprofits through coaching, event and marketing support, and serving as an Interim Executive Director.

Self-professed as addicted to volunteering, she has served as a member of the board and executive team of a number of organizations supporting a wide range of causes. She was honored with the 2003 APRA Distinguished Service Award, awards from Pflugerville ISD as the 2015-16 Volunteer of the Year and 2016-17 Business Partner of the Year, was the 2022 AFP-Greater Austin Volunteer Fundraiser of the Year, and received the President’s Award from the Women Communicators of Austin in 2024.

An editor and author of more than 100 articles for professional journals, Michel has also been a frequent speaker on strategic planning, succession planning, volunteer management, and a variety of marketing topics at regional and international conferences for CASE, AHP, AFP, APRA, NAEF, and TEFN, among others.

Please note Nonprofit Austin reserves the right to postpone this learning opportunity if there is inadequate registration.

Host or Publisher Nonprofit Austin at ACC