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2024 REALIZE Board Training – Lunch and Learn Schedule

February 20, 2024

The Paso del Norte Health Foundation, in partnership with United Way of El Paso County, is pleased to announce the 2024 spring REALIZE Board training – Lunch and Learn series.

REALIZE Board provides a variety of workshops, training, and summits to ensure the success of nonprofit organizations that serve the region’s communities. The curriculum includes courses with 1-hour modules focused on understanding board member roles and responsibilities as well as nonprofit board structures and fundraising.

Sessions are in person and located at the United Way of El Paso Auditorium (100 N. Stanton, El Paso, Texas 79901) and are led by local BoardSource certified trainers and experts in the field.

Registration is $20 a course per participant. For more information or to register, visit https://www.realizeboard.org/lunch-learn or contact Terry Maldonado at 915-533-2434 or realize@unitedwayelpaso.org.

March – June 2023 Lunch and Learn Schedule

March 5, 2024 - Course 1: Roles and Responsibilities of Individual Board Members
This lesson will increase understanding of individual board member duties, responsibilities, and expectations.

March 19, 2024 - Course 2: Essential Functions of a Nonprofit Board
This lesson will improve understanding of the three major responsibilities of a nonprofit board: setting direction, ensuring necessary resources, and providing oversight.

April 2, 2024 - Course 3: Building a Board Cycle and Structure
This lesson will explain the phases of the board cycle, review the board structure, and share board committee best practices.

April 16, 2024 - Course 4: Effective Board Meetings and the Board Leadership Partnership
This lesson will focus on the major components of an effective board meeting, including tools for building efficient meeting agendas and the important partnership between the Board Chair and the Executive Director.

April 30, 2024 - Course 5: Fundraising Fundamentals
This lesson will explain a variety of sources of revenue a nonprofit can consider, the fundamentals of nonprofit fundraising, and how board and staff can work together to cultivate donors.

May 14, 2024 - Course 6: The Board’s Role in Fiscal Oversight and Accountability
This lesson will increase understanding when reviewing audit and financial statements such as income and expense statements, balance sheets, and cash analysis.

May 21, 2024 - Course 7: The Board’s Fiscal Responsibility
This lesson will help explain principles for drafting an annual operating budget, the importance of dashboards, and understanding the IRS Form 990.

June 4, 2024 - Course 8: Nonprofit Fiscal Policies and Procedures
This lesson will share tools and resources on policies and procedures for conflict of interest, gift acceptance, expense reimbursement, whistleblower protection, and other important policies.

PDNHF Initiative: REALIZE Board Training

The Paso del Norte Health Foundation, in partnership with the United Way of El Paso County, is ensuring the success of nonprofit organizations that serve the region’s communities. Through workshops, training and summits, the REALIZE Board Training is assuring all nonprofit boards of directors are prepared to undertake their critical responsibilities. 

Through the help of thoughtful consultants and best-practices, the REALIZE Board Training Program was designed to help good board members become even better for the benefit of non-profits and region’s health. Seven lessons ranging from Board Basics and Understanding Financial Statements are provided by Board Source certified trainers and delivered through a series of brief lunch-and-learn style sessions. The lessons are also available for board retreats or integration into a board meeting.

Individuals who participate in the training program will learn to: 

  • Acquire skills, behaviors, and competencies necessary to positively impact the population  
  • Manage board meetings (agendas, board minutes and more)
  • Facilitate board dialogue 
  • Build a strong and healthy relationship with CEOs 
  • Understand legal and ethical roles for boards 

View Strategy Brief (English)

View Strategy Brief (Español)

Foundation Staff: Michael Kelly

Additional Links

https://www.realizeboard.org/

REALIZE Board Training
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