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Not-for-Profit on Purpose

74 episodes - English - Latest episode: 3 months ago -

Justin Hogg from Right Source guides you on your not-for-profit journey in Australia. He'll take you through all aspects of running an NFP, including board roles, structures, setting up, governance, reporting and more.

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Episodes

Your NFP's Impact: Enduring versus Sustainable

January 23, 2024 14:00 - 6 minutes - 4.81 MB

When I think about the NFPs we work with, I would like to see that their impact endures. That the changes they made, the lives they touched is remember and continues to have ripples long after the NFP ceases to exist. Being in a NFP is about playing to win, while sustainability is more about playing not to lose.  So, how do we make your NFP enduring?  In this video we discuss what you might like to think about, the next time your Board broaches sustainability.   Connect with me on LinkedIn ...

Incorporated Association to a Company Limited by Guarantee

January 17, 2024 02:00 - 10 minutes - 7.46 MB

Thinking about becoming a Company Limited by Guarantee? In Australia, when an incorporated association is looking to make the transition, each state is slightly different. With that in mind, I’ll talk through the principles involved the overall process, before touching on a few issues for you to consider.   Changing to a company limited by guarantee, is an involved process and will cost time and/or money.  Information and experience therefore, become crucial. Connect with me on LinkedIn or ...

Financial Governance for Not-for-Profits

January 10, 2024 02:00 - 7 minutes - 5.09 MB

Is Financial Governance something unique to the NFP space? No, but it is needed, and it’s very obvious when an NFP doesn’t have it in place. Financial reports left to organically grow, can turn into lot of reports. This is something that is very painful to deal with at a Board level, so how do we turn these excessive reports into good governance?  I’m not talking accounting specifically, it is about having knowledge of these aspects and lifting what are “normal” accounting processes, into v...

Accounting as a Language to tell your story

October 25, 2023 02:00 - 7 minutes - 5.24 MB

As the CEO of an NFP, telling your story in meaningful and consistent ways is vital to delivering on your purpose.  In this video I discuss storytelling through the language of accounting, and why the CEO, Board and stakeholders should speak it regularly to tell their story. Creating a meaningful story with the numbers on the page may be challenging at first, however when spoken regularly, this unique approach has many benefits. Using the language of accounting in storytelling creates consis...

Why NFPs shouldn't Consolidate

October 18, 2023 02:00 - 9 minutes - 6.46 MB

Are there too many not-for-profits?  Is this causing the NFP sector to be ineffective?  Would consolidation improve efficiency in the NFP space?  These questions frequently play into conversations. However, let’s not forget, in the NFP space our DNA is all about finding solutions to problems not yet solved. In this video I discuss the consequences of NFP consolidation and offer an alternative. With NFPs being a space of innovation, I believe there is a better solution.   Connect with me on ...

The importance of an Independent Secretary

October 11, 2023 01:00 - 7 minutes - 5.38 MB

How does an independent Company Secretary contribute to a high-functioning Board?  Why would a Board consider recruiting an independent CoSec when they can source this role in-house?   In today’s video we consider this specialised role from the truly independent perspective, as there are many benefits to an outsourced solution.  A governance professional who can make calls and give advice with courage, from a place of independence, brings a lot of value to a Board.   Some benefits include ...

How to facilitate Board meetings

September 26, 2023 01:00 - 8 minutes - 5.55 MB

As a Board Chair, are there skills you bring to the role other than being able to run a Board meeting? Would not having to run the Board meeting allow you to add more value in the role of Chair? With NFPs being all about innovation, it’s only natural that they would be drawn to solutions that allow the Chair and leadership team more time to what they do best in the role, utilizing their own unique skill set for the organisation.   Running a good meeting requires specific skills.  In this v...

What makes a good Board Chair?

September 20, 2023 01:00 - 7 minutes - 5.35 MB

What makes a good Chair?  I have worked with many Boards, and I have worked with good and great Chairs. However, never have I come across a Chair able to do the litany of tasks required of a Chair.  In exploring the role and responsibilities of the Chair, which is always a much bigger role than it appears on paper, what is the common thread amongst Chairs and what makes them great?  How do you go from a good Chair to a great one. Connect with me on LinkedIn visit our website rightsource.co...

How to fix a collapsed Board

July 18, 2023 01:00 - 10 minutes - 7.39 MB

There are several reasons why a Board collapses, and it is never fun when it does. When the majority of the Board decides the situation is untenable and a lot of knowledge and history walks out the door, how do you recover? How do you rebuild?  In this podcast I discuss options for consideration, specifically in the NFP space. Bringing back stability and replenishing the Board requires an effective team with certain skills and components.  Do not be afraid to use external resources and spe...

Board Accountability

July 12, 2023 02:00 - 10 minutes - 7.56 MB

Who is accountable when Boards aren’t performing well?  Technically it is the members, but for those working in the NFP space this is not always an effective relationship and can be very nuanced. In this video I discuss situations that affect Board accountability and highlight why it’s important to be proactive. It’s not only when Boards are performing poorly that we should concern ourselves with this topic. A Board must ultimately be self-aware, and to effectively understand they need to m...

Working with a poor performing Board in an NFP?

July 05, 2023 00:00 - 12 minutes - 8.47 MB

We are often asked if we help with NFP Boards that are performing poorly, and this often leads to some interesting conversations.  The most common being what defines a poor performing Board and how you accurately judge poor performance. In my experience, looking into poor Board performance can be a very subjective exercise. Here I discuss some insights about how to identify poor Board performance, as well as what can help assist the Board to improve and serve the organisation’s purpose.  C...

A brief history of director indpendence

June 28, 2023 01:00 - 7 minutes - 5.49 MB

The history of director independence and how we have dealt with conflicts in the past, can assist and guide us in the future. How do you determine director independence in your NFP, and should you?  There are unique considerations for NFPs, because they are set up by people who have a personal interest from the start, for example they been affected by an illness in some way or are heavily invested in a cause. So there is intrinsically, a conflict. Here I discuss what to look out for when co...

NFP Federated Models - Part 2

June 22, 2023 00:00 - 7 minutes - 5.3 MB

Have you considered the Federated Model structure for your NFP?  This week we continue the topic of Federated Models and discuss the benefits and opportunities.  I also deliver thoughts on when and why, NFPs don't merge.  While federated models can be a joy for some and frustrating for others, it is important to obtain clarity on your structure requirements.  The points raised here will aid the conversation, however if you have questions about federated model structures or NFP Governance, fe...

NFP Structures: The Dynamics of the Chair, CEO and Secretary

May 31, 2023 01:00 - 7 minutes - 4.86 MB

You can create a powerful decision making structure with a dynamic of three. This week we continue on the topic of NFPs and structure, and focus on the dynamics of the Chair, CEO and Secretary.  Regardless of whether you outsource a secretary or hire internally, there are some important factors to consider when it comes to setting up an optimal NFP structure with a dynamic team of three.  I discuss the roles of CEO vs Secretary, who reports to the CEO/Chair, and more. Connect with me on Lin...

NFP Federated Models - Part 1

May 24, 2023 02:00 - 9 minutes - 6.63 MB

As an NFP with a federated model structure, there are a couple of things to be aware of to ensure success and maintain a meaningful impact.  What are federated models and how are they efficient?  While federated models can be a joy for some and frustrating for others, it is important to effectively maintain structure to ensure success. If there is frustration or a lack of clarity, there needs to be a process to resolve it efficiently and effectively, so everyone is working together as a co...

NFP Subsidiary Structures

May 24, 2023 02:00 - 8 minutes - 5.55 MB

This week we continue with the topic of NFP structures. What are the implications of having an NFP subsidiary?  What should you be aware of when thinking of having a subsidiary?  In this video I discuss subsidiary structures, how they can occur, what are the implications and the importance of paying attention to the element of ‘control’. Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in...

NDIS Quick Growth for NFPs

March 14, 2023 02:00 - 9 minutes - 6.36 MB

The NDIS has ushered in a rapid growth of the not-for-profit space. There are strategies and capabilities to consider when turnover grows from 1 to 10 million, or 10 to 50 million, within two or three years.  In this podcast I discuss how organisations, boards, and CEOs might evolve to successfully maintain their rapid growth. I also include the challenges that can present, because the roles and considerations, are very different. Connect with me on LinkedIn or visit our website rightsourc...

NDIS Rediscovering Purpose

March 14, 2023 02:00 - 8 minutes - 5.96 MB

The NDIS has impacted the not-for-profit space in many ways. One of the challenges for organisations that have fully embraced the NDIS, is the allocation of funding.  In this podcast I discuss how you might tackle this strategically, by suggesting a clear separation of your purpose and your allocation of funding.  Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoSec, ...

New ACNC Requirements for NFPs - related party transactions

February 24, 2023 01:00 - 6 minutes - 4.57 MB

One of the new requirements for ACNC is increased disclosure - related party transactions.  While compliance is important, in this podcast I focus on understanding related party transactions from a governance perspective specifically why and how to implement these changes.  Related party transactions are similar in principle to managing conflict of interest, openness, and clarity.  By taking a step-by-step approach you will create alignment in your organisation, alignment that only governan...

NFP CEO Transitions - what happens when your CEO leaves the organisation?

February 24, 2023 01:00 - 11 minutes - 8.11 MB

Not-for-profit CEO transition is topic that has come up a lot in the past 12 months.   Most people agree there are two undeniable truths regarding the CEO, they are the most pivotal and key personnel in the organisation, and one day the CEO will inevitably leave the organisation. Has your board identified a process for when your CEO moves on?    In this video I discuss what your board needs to consider when managing this process. Connect with me on LinkedIn or visit our website rightsource....

How governance can influence board culture: tools to manage culture (part 4 of 4)

August 08, 2022 01:00 - 8 minutes - 5.95 MB

This is the fourth in the series on governance and culture.  Culture is important and it’s something the board need to be aware of and actively managing.  In this podcast I discuss how understanding governance tools, can help you affect the culture of the organisation.  Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoSec, feel free to contact me on LinkedIn. If it ...

How governance can influence board culture: tools to manage culture (part 3 of 4)

May 11, 2022 04:00 - 8 minutes - 5.96 MB

This is the third in the series on governance and culture. Goals have to incorporate: vision, expectations, accountability and responsibility. Watch my video to see how these lead to the alignment of goals and how this helps you manage culture. Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoSec, feel free to contact me on LinkedIn. If it is of interest, join us ...

How governance can influence board culture: leaving a legacy (part 2 of 4)

May 04, 2022 04:00 - 9 minutes - 6.68 MB

Legacy is something you leave behind. Will you leave behind something of value from your time on a not-for-profit board? How can you protect your legacy? Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoSec, feel free to contact me on LinkedIn. If it is of interest, join us for the NFP Governance Rendezvous, a free online event for NFP CEOs, Directors and CoSecs, or ...

How governance can help influence board culture: motivation (part 1 of 4)

May 03, 2022 00:00 - 9 minutes - 6.73 MB

What is board culture? You can't see it, you can’t hold it - how can you effect it or change it? We’ll discuss the motivation of directors, director roles, board charter and how they can affect an organisation’s culture. Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoSec, feel free to contact me on LinkedIn. If it is of interest, join us for the NFP Governance Re...

The importance of having a Board charter

December 07, 2021 01:00 - 10 minutes - 7.54 MB

Board charter is also known as Board terms of reference. Board charters should reference the constitution, director appointment, Board meeting details, Board papers, sub-committees, diversity/lived experience on the Board and more.  Remember, governance is always evolving, it’s ok to change things along the way. Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoSec, fe...

Benefits of Independent Research for NFPs

November 24, 2021 04:00 - 10 minutes - 7.1 MB

Would you not-for-profit benefit from some independent research?  We’ll talk about the pros and cons of in-house, collaboration and outsourcing. Research helps with advocacy and provides an independent viewpoint to lean on when applying for funding.  It confirms the value your organisation is adding to society.  Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoSec, ...

Should your NFP CEO sit on other Boards?

November 10, 2021 01:00 - 10 minutes - 7.15 MB

Yes! It can provide a great deal of opportunity for both the CEO and the not-for-profit organisation. It can help with strategic thinking, teamwork, collaboration, networking and growth opportunities. There are also a few risks, which I will discuss. Connect with me on LinkedIn https://www.linkedin.com/in/justin-hogg-right-source/

Should your NFP CEO sit on other Boards?

November 10, 2021 01:00 - 10 minutes - 7.15 MB

Yes! It can provide a great deal of opportunity for both the CEO and the not-for-profit organisation. It can help with strategic thinking, teamwork, collaboration, networking and growth opportunities.  There are also a few risks, which I will discuss.  Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoSec, feel free to contact me on LinkedIn. If it is of interest, jo...

Having a more strategic Board

October 27, 2021 02:00 - 10 minutes - 6.95 MB

How do you move from being an operationally focussed Board towards being a strategically focussed Board? You need to have strategic long-term goals and visions.  If you want the board to be strategic, you need to have CEO/exec team who can focus on operations.  Think about whether the Board papers are operational or strategic, because that’s what the Board will be discussing and providing feedback on. You can also consider alternating the focus of Board meetings between operations one meet...

How To Prepare for Board Meetings

October 13, 2021 02:00 - 13 minutes - 9.01 MB

As a Company Secretary, it takes me around 15-20 hours to prepare for a Board meeting. Some people are shocked at this amount of time, but it’s worth it when it helps the Board run more efficiently and effectively.  What’s involved in preparing for a Board meeting: setting the agenda, working out the flow of the meeting, organising board papers, looking at previous action items, creating shell minutes in advance and lots more.  Connect with me on LinkedIn or visit our website rightsource.c...

Board Level Power Bias

September 28, 2021 02:00 - 11 minutes - 7.62 MB

There is bias everywhere. If you can be aware of bias, you can do something about it.  At a Board level, there should be equal input in decisions etc, but that is not always the case.  Authority bias or power bias, is when Board members defer to someone (perhaps the Chair), instead of putting their own ideas forward. Listen to this episode to find out how to spot it and what to do about it.  Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, ar...

Dealing with the Board as CEO

September 15, 2021 01:00 - 10 minutes - 7.24 MB

CEOs do not need to placate the Board, rather they need to know the Board’s direction, and navigate the organisation on that path. CEOs need to be curious and ask questions of the board. How is the CEO moving towards their strategic objectives and moving the organisation in the right direction? CEOs need to articulate challenges to the Board clearly. It’s all about communication and developing relationships.  Connect with me on LinkedIn or visit our website rightsource.com.au If you have a...

Board Meeting Structure

September 01, 2021 01:00 - 8 minutes - 5.97 MB

The attendees of the board meeting are usually the directors and CEO. Who else should attend your board meeting? Sometimes inviting more of the exec team to the board meeting can feed information back to the other staff better than if it comes only from the CEO. It also allows the board and the operations team to understand each other better.  But bear in mind that the more people you invite, the longer the meeting might take. Inviting others to the board meeting can have a positive impact ...

Not-for-Profit Skills Matrix

August 04, 2021 02:00 - 7 minutes - 5.09 MB

Governance is a toolkit. A skills matrix is an inventory of the skills possessed by your board of directors. It comes in handy when you are recruiting, and helps achieve your organisation’s goals. Running an NFP in Australia - you should use a skills matrix.  Connect with me on LinkedIn https://www.linkedin.com/in/justin-hogg-right-source/

Not-for-Profit Skills Matrix

August 04, 2021 02:00 - 7 minutes - 5.09 MB

Governance is a toolkit. A skills matrix is an inventory of the skills possessed by your board of directors. It comes in handy when you are recruiting, and helps achieve your organisation’s goals. Running an NFP in Australia - you should use a skills matrix.  Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoSec, feel free to contact me on LinkedIn. If it is of intere...

NDIS - Change and Opportunity

July 21, 2021 04:00 - 6 minutes - 4.61 MB

Did you know that there are often business opportunities during crisis? We just need to train our eyes to be able to see them! Fortunately in this video, I’m taking the brain work out of it for you and helping you shift perspective to see how this time can be fruitful for you. As a National Disability Insurance Scheme provider you have your own set of challenges that other businesses simply don’t have to face, so to look for opportunity through change can be difficult.  That’s essentially ...

NDIS Provider Payments - How to receive your money faster

July 21, 2021 04:00 - 9 minutes - 6.75 MB

Are you an NDIS provider who struggles with the NDIS payment system in Australia? In this episode we look at how, often times, it’s not actually a systems issue within the business but more likely a few simple tweaks you need to make in order to streamline the process a little better. For any NDIS providers, if you’re wanting to discuss any of this at a deeper level or you have any nonprofit accounting questions, please reach out. I’d be more than happy to answer them!  Connect with me on ...

NDIS Providers: How To Invoice Clients

July 21, 2021 03:00 - 13 minutes - 9.23 MB

If you need help understanding how to invoice clients in the NDIS system in Australia then this episode is for you! In this episode I walk you through the steps you need to know in order to successfully invoice your clients in the most efficient way possible. For any NDIS providers, if you’re wanting to discuss any of this at a deeper level or you have any nonprofit accounting questions, please reach out. I’d be more than happy to answer them!  Connect with me on LinkedIn or visit our web...

NDIS Providers - Getting Your Systems Sorted

July 21, 2021 03:00 - 7 minutes - 5.34 MB

Now that we’ve looked at invoicing, the customer journey and capturing data you are probably wanted to know how to get your systems sorted out.  If you’re a non profit in the NDIS space in Australia then listen to this to see how to pull together your systems to effectively manage NDIS customers. If you’re an NDIS provider, and wanting to discuss any of this at a deeper level or you have any nonprofit accounting questions, please reach out. I’d be more than happy to answer them!  Connect ...

NDIS Provider: How To Capture Client Data Effectively

July 21, 2021 03:00 - 9 minutes - 6.35 MB

Do you need clarity around capturing data for NDIS Australia customers? In this episode I dive deeper into the NDIS providers’ responsibility around data capture and how that affects employees and ultimately the organisation. The National Disability Insurance Scheme is here to help families get the help THEY need in difficult times and I’m here to help anyone in the National Disability Insurance Agencies in Australia get the not for profit accounting help they need! For any NDIS providers,...

NDIS Provider: How To Capture Client Data Effectively

July 21, 2021 03:00 - 9 minutes - 6.35 MB

Do you need clarity around capturing data for NDIS Australia customers? In this episode I dive deeper into the NDIS providers’ responsibility around data capture and how that affects employees and ultimately the organisation. The National Disability Insurance Scheme is here to help families get the help THEY need in difficult times and I’m here to help anyone in the National Disability Insurance Agencies in Australia get the not for profit accounting help they need! For any NDIS providers,...

NDIS Provider: Understanding The Client Journey

July 21, 2021 02:00 - 15 minutes - 10.7 MB

If you are an NDIS provider, I created this episode to help you understand the client journey better so you can make better decisions around your processes. In this episode I delve into client journey mapping for NDIS Australia providers to help improve overall customer experience. For any NDIS providers, if you’re wanting to discuss any of this at a deeper level or you have any nonprofit accounting questions, please reach out. I’d be more than happy to answer them! Connect with me on Lin...

Excess Cash in Not-for-Profits

July 20, 2021 02:00 - 7 minutes - 4.96 MB

What should you do if your NFP in Australia finds itself with too much spare cash? You need some cash on hand for working capital and your business continuity plan, but what do you do if you have more than that? You could invest the spare cash, grow your funds until you’re ready to spend them according to you purpose. Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoS...

NFP Indigenous Organisations

July 06, 2021 02:00 - 5 minutes - 4.04 MB

The Office of the Registrar of Indigenous Corporations (ORIC) registers and assists Aboriginal and Torres Strait Islander corporations to run properly—according to their own rules and cultures—and ensure they don't break the law. ORIC provides training and charges no fees.  Think of it like ASIC, but it’s specifically for indigenous corporations in Australia.  Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up a...

5 tips for Starting Your Not-for-Profit Director Career

June 29, 2021 02:00 - 4 minutes - 3.23 MB

Looking to start your not-for-profit director career in Australia? Make sure you’re there for the right reasons! What can you bring to the organisation? Watch the video to find out my other tips. Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoSec, feel free to contact me on LinkedIn. If it is of interest, join us for the NFP Governance Rendezvous, a free online ev...

Innovation and Not-for-Profits

June 23, 2021 00:00 - 7 minutes - 5.05 MB

Not-for-profits and charities are some of the most innovative in The Australian economy. They are out there solving problems that government and corporate have not found solutions for yet, usually with a small budget.  What charities are often NOT doing, is investing in their own capabilities. What we’re trying to do at Right Source, is help NFPs access that capability, scale up, and help more people.  Connect with me on LinkedIn or visit our website rightsource.com.au If you have any que...

Virtual Aggregation for Not-for-Profits

June 16, 2021 02:00 - 6 minutes - 4.36 MB

Are there too many not-for-profits in Australia? Do we need to aggregate some of them? Mergers and acquisitions are not always easy.  Another idea is virtual aggregation. The benefits of a merger, while staying true to your own purpose. The advantages are providing scale to your back office, providing efficiencies and saving costs.  We do this at Right Source for a number of not-for-profits.  Listen to find out more.  Connect with me on LinkedIn or visit our website rightsource.com.au If...

Governance and Company Secretaries

June 16, 2021 02:00 - 6 minutes - 4.54 MB

How can a dedicated Company Secretary help your Not-for-profit in Australia? A good Company Secretary can be like a personal trainer for your organisation 🏋️‍♀️ or perhaps a marriage counsellor 🤔 Company Secretaries facilitate communication between parties.   Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoSec, feel free to contact me on LinkedIn. If it is of inter...

Not-for-Profit Governance and Compliance

June 16, 2021 02:00 - 4 minutes - 3.43 MB

Governance and compliance are so important for not-for-profits in Australia. What are the difference between a compliance-mindset and a governance-mindset? Listen to find out my tips and tricks and make sure your governance and compliance are always up to scratch. Connect with me on LinkedIn https://www.linkedin.com/in/justin-hogg-right-source/ Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or intere...

NFP Board Committees

June 16, 2021 02:00 - 7 minutes - 4.91 MB

The workload of your Board Members is a tricky thing to manage. One way to lessen the load is through committees.  Board committees are a subset of the Board, challenged with a certain task. This can make more efficient use of the Board’s time.  Connect with me on LinkedIn or visit our website rightsource.com.au If you have any questions, are in the process of starting up an NFP, or interested in becoming an NFP CoSec, feel free to contact me on LinkedIn. If it is of interest, join us f...