Board Development

Over the past 25 years, ORION’s team of advisors have been sought out as speakers and facilitators, conducting hundreds of education and training sessions for staff and leadership of non-profit organizations.

We have conducted workshops and facilitated board development sessions on topics including:

  • Fiduciary rules and responsibilities for investments and retirement plan sponsors
  • Governance structures—best practices for aligning organizational mission with effective governance and implementation
  • Consensus building
  • Understanding Modern Portfolio Theory and its implementation in the portfolios of non-profit organizations
  • Benchmarking—ways non-profits can evaluate their policies, procedures and performance against similar organizations
  • Orientation sessions for volunteer leaders serving on budget, finance and investment committees

Contact us if you would be interested in learning more about education, training or facilitation for your organization.