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.