What Every Executive Director and Board Member Should Know

Strong governance is at the heart of every thriving synagogue. From financial oversight to legal responsibility, clergy, board members, and executive leaders play a pivotal role in ensuring both mission and sustainability. This essential session—tailored for synagogue leadership—delivers practical, synagogue-relevant guidance on fiduciary responsibility, financial reporting, risk reduction, and working with external stakeholders like auditors and the IRS.

Whether you’re a new board member or a seasoned Executive Director, this session will equip you to lead with confidence and accountability.


You’ll Learn:

  • The fiduciary, legal, and ethical responsibilities of synagogue leaders
  • How to minimize risk with policies, procedures, and D&O insurance
  • Key budget and financial statement indicators to watch for
  • How to identify and prevent fraud with internal controls
  • Why IRS Form 990 matters—and how external parties evaluate your organization

Who Should Attend:

  • Executive Directors and Clergy
  • Board Presidents, Treasurers, and Committee Chairs
  • Members of the Governance or Finance Committee
  • Anyone responsible for synagogue oversight

Join us to strengthen your leadership and protect your synagogue’s financial and operational integrity.

When
September 10th, 2025 2:00 PM ET   through   3:00 PM ET