More than 80% of the financial assets in the United States fall under the purview of a trustee. That's a big responsibility for an estimated 1% (around 1.5 million people) of the U.S. working population charged with overseeing investments for millions and millions of beneficiaries, public sector, and non-profit organizations. In a world proliferated by investment products, increasingly dominated by indexes, faced—particularly in the pension world—with increasing liabilities, more regulation, and a growing number of social and sustainability objectives, what's a trustee to do? The Trustee Governance Guide is here to help guide today’s board trustee through the brave new world of 21st century investing. The book focuses on the critical aspects of the Five Imperatives: Governance, Knowledge, Diversification, Discipline, and Impact. Based on more than a decade of research, practice, and discussions with many key decision makers and influencers across the industry, this book addresses the many topics related to better governance, greater mission-driven financial performance, and impact. The questions the book addresses include: · What is good governance, how do we know it when we see it, and why does it matter? · How much knowledge is necessary to be a competent board member? · How big should my endowment be? · What are the key elements of a diversified portfolio? · How much does cost matter? · What's the difference between socially responsible and ESG investing? · Can I focus on sustainability and still be a good fiduciary? This book provides a way for boards to improve and benchmark their own governance performance alongside their peers, and uniquely covers related investment topics in each chapter.

The Trustee Handbook for Health Care Governance, Second Edition, is a completely revised and updated second edition of the classic resource that was created for health care executives and board members who must lead their organizations through the maze of complex and ongoing change. Written by James E. Orlikoff and Mary K. Totten--two experts in the field of health care leadership this hands--on guide shows health care leaders how to strengthen their foundations of governance. Step by step they reveal how boards can focus on the most important issues, gain access to vital information and practical tools, and create effective alliances with other leadership programs.

Lead into the future effectively with the Governance Core approach! Designed to guide educational leadership past difficult and formidable challenges, the governance system outlined in this book will lead to school districts and schools operating at the highest levels of effectiveness. Davis Campbell and Michael Fullan call for school boards, superintendents and school leaders to work cohesively with the same mindset to raise clarity, status, and efficacy. Practical and authentic, the Governance Core is based upon: A governance mindset A shared moral imperative A unified, cohesive governance system A commitment to system-wide coherence A focus on continuous improvement in the district

The Governance Handbook for SEND and Inclusion supports governors and trustees in developing effective strategic practice to ensure an inclusive culture in their schools. Building on the six principles of effective governance, it provides useful tips on achieving the right balance of support and challenge so that schools are enabled to meet the needs of learners with SEND (Special Educational Needs and/or Disabilities). Relevant for all governors and trustees across primary and secondary schools, multi-academy trusts and specialist settings, the book focuses on the role and expectations of governance in relation to SEND and inclusion. It includes: An introduction to SEND, inclusion and the six key features of effective governance Practical advice and guidance for SEND Governors and trustees on how to strategically monitor and review SEND provision A discussion of how the relationship between SENCOs, SEND Governors and Headteachers works in practice Advice on developing an inclusive culture in your school Sources of ongoing support and resources from professional organisations and websites. This book will be beneficial to all education professionals working at a strategic level, including governors and trustees, school leaders and SENCOs. It recognises the central role that governors and trustees play in setting the inclusive ethos of a school and suggests ways to ensure that strategic practice is as effective as possible.