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Individual OrganizationTraining 

Request Personalized Training 

Eager to strengthen your board of directors and maximize their governance potential? Request to receive personalized nonprofit board training based on your organization's needs.

Courses are led by local BoardSource certified trainers. BoardSource is the gold-standard leader in board leadership that supports, trains, and educates nonprofit leaders across the country and around the world.  

Participants will receive a REALIZE Board Training Continuing Education Certificate of Completion at the end of each course they attend. 

*NOTE: This training is only offered to a board of directors with eight or more members.  

To schedule individual board training for your organization please contact

Mary Aikman at

Available Courses 

Course 1: Roles and Responsibilities of Individual Board Members

  • This lesson will help increase understanding of the duties, responsibilities and expectations of individual board members. ​

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.

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.  

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 

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. 

Course 6: The Board's Role in Fiscal Oversight and Accountability

  • This lesson will increase understanding when reviewing the audit and financial statements such as income and expense statements, balance sheets, and cash analysis. 

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. 

Course 8: Nonprofit Fiscal Policies and Procedures 

  • This lesson will share tools and resources on policies and procedures for conflict of interests, gift acceptance, expense reimbursement, whistleblower protection, and other important policies. 

Submit Request for Training
Currently, we are only able to provide training on the existing curricula of the REALIZE Board Training Program-please see courses listed below. Select the course(s) that would be most valuable to the board:

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