Criteria

Nonprofit

Private Company

Public Company or Potential IPO

SWB Cohort

Explorer -> Pathmaker

Pathmaker -> Next Up

Next Up -> Maven

Experience prerequisites

Core skills/knowledge

Core personal attributes

Desirable additional skills/knowledge

Nonprofit

Curated Resources or Recommended Actions (if No)

Core skills/knowledge

Fiduciary duties

Basic understanding of nonprofit fiduciary duties

SWB Board Fundamentals, BoardSource Checklist of Roles and Responsibilities, Ten Basic Responsibilities of Nonprofit Boards

Financial Statement Analysis and Reporting

Basic understanding of accounting principles and ability to read financial statements

HBS Online - The Beginner's Guide to Reading and Understanding Financial Statements, Stanford Continuing Studies Business Courses

Finance

Understanding of nonprofit financials (990, state regulations). Basic understanding of nonprofit revenue sources (grants, donors, earned income, government contracts)

BoardSource Financial and Fundraising Issues, Financial Literacy for Nonprofit Boards, BoardSource Finance Committee Fundamentals