Tag Archives: Governance

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Episode 45 – How Can Mission-Driven Nonprofits Improve Performance in Today’s Environment? with Sally Blount



Every organization must take the time to stop, reflect on its performance, and ask, “Are we doing the best we can with our current resources?”

In this episode, Bob DiMeo and Devon Francis speak with Sally Blount, president, and CEO of Catholic Charities of the Archdiocese of Chicago, one of the largest human service providers in the Midwest serving more than 500,000 people annually. Sally sheds light on the current environment for nonprofits and strategies to advance your charitable mission.

You will learn:

  • The process of re-evaluating and enhancing your nonprofit’s performance
  • Caveats to keep in mind while scaling your organizational services
  • Factors that lead to effective governance and ideal committee structures
  • The importance of aligning your investment portfolio with your core values
  • And more!

Tune in to learn how you can help your organization prosper in the current environment!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Sally Blount on LinkedIn | Email Sally | Catholic Charities of the Archdiocese of Chicago | Episode 42: “Investment Considerations, DEI, Nonprofit Leadership and More with Mellody Hobson” | Nonprofit Fundraising and Cryptocurrencies

About Our Guest:

Sally Blount is president and CEO of Catholic Charities of the Archdiocese of Chicago. Moreover, she is the professor of strategy at the Kellogg School of Management at Northwestern University, where she is also a proud alumna and former dean. An internationally recognized thought leader in management and business education, Blount is a highly rated professor and sought-after speaker on leadership development, board governance, and organizational transformation. From 2004-2010, Sally served as dean of the New York University undergraduate College of Business and vice dean of the Stern School of Business. In both deanships, Blount was a record-setting fundraiser, partnering with and leading teams that completed two capital campaigns that were transformational for their institutions, together raising more than $550M. Blount also sits on the board of two Fortune 500 companies, Abbott Laboratories and Ulta Beauty, as well as the boards of the Joyce Foundation and the Economic Club of Chicago.


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Episode 43 – Nonprofit Governance: How to Effectively Build Committees, Craft Policies, and Fill Gaps with Julia Boisvert



Effective governance is key to a nonprofit’s success. It provides strategic direction to your organization.

There are multiple factors to consider — board and committee structures, decision-making authority, and investment policies, to name a few.

In this episode, Bob DiMeo and Devon Francis speak with Julia Boisvert, a member of Murtha Cullina LLP’s Health Care and Tax-Exempt Organizations Practice Groups. Together, they help nonprofit leaders improve their governance structure and overall operational efficiency.

You will learn:

  • How nonprofits can increase their investment reserves with innovative strategies
  • Key considerations while creating investment and spending policies
  • How committees and board members can collaborate more efficiently
  • How to ensure that gifts/donations align with your organization’s core values
  • And more!

Tune in to learn how you can establish effective governance at your charitable organization!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | Julia Boisvert on LinkedIn | Contact Julia Boisvert | Murtha Cullina LLP

About Our Guest:

Julia Boisvert assists hospitals, physicians, physician practice groups, social service providers, and other for-profit and nonprofit health care providers with a variety of health care regulatory, corporate, and business issues. Julia has experience advising on corporate formation, governance matters, corporate transactions, employment matters, practitioner and facility licensure, Medicare and Medicaid reimbursement, HIPAA and privacy compliance, and fraud and abuse matters. She also has experience drafting a variety of agreements, including professional services agreements and employment agreements. For nonprofit providers, Julia also assists with filing for recognition of tax exemption, board management issues, charitable giving matters, and general operational issues.


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Episode 38 – How Nonprofits Should Manage Large Cash Inflows with David Piccerelli



There may come a time when your nonprofit experiences a large inflow of cash. For some organizations, this happens when they’re not expecting it at all!

In this episode, Bob DiMeo and Devon Francis speak with David Piccerelli, president at WSBE Rhode Island PBS and a client of Fiducient Advisors, who has experience in managing an endowment that went from zero to $80 million overnight.

You will learn:

  • The first step you should take before investing your newfound wealth
  • How to have an investment committee and an asset allocation strategy prepared in advance
  • Potential impact of large cash inflows on your organization’s operations
  • How Rhode Island PBS built a roadmap for its strategic vision
  • And more!

Tune in to learn how you can effectively manage and invest your newfound wealth!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | David Piccerelli on LinkedIn | Rhode Island PBS | Our Research and Insights | Our Blog | Our Podcast

About Our Guest:

David Piccerelli is the president of WSBE Rhode Island PBS, a role that he assumed in 2010 after having served as PBS’ vice-president and chief financial officer. David has overseen some very impressive projects and endeavors during his tenure with Rhode Island PBS, including shepherding the station’s complex multimillion dollar conversion from analog to digital broadcasting in 2009 and moving from state ownership to becoming an independent community licensee in 2012. David holds a BS in accounting from Bryant University and serves on a number of professional public broadcasting committees and associations. He is a member of the board of Providence Business Loan Fund and is an avid golfer and a food and wine enthusiast.