Wednesday, January 2, 2013

On Seeking Expertise as a Condition for Board Members and Training the Board Instead



Posted originally as note on a LinkedIn Policy Governance® thread, 7/12/12
 Boards often (usually?) have the idea that "you've got what you get" as board make-up, so they strive to appoint at least some, or even most, people with business competencies relevant to running the place. But Policy Governance boards must represent ownership (in a wise way) and so must look for people who are part of the broader ownership but who can rise to the conceptual challenge of creating and understanding great Ends and how they direct the organization - not necessarily financial statements or investment policies. This former approach creates a tension and the potential for boards to abrogate their decision-making and accountability concerning business-related polices and monitoring to the domain "experts" on the board. 

Over the years, after working with a big auditing firm (Capin and Crouse) and fellow consultants, we concluded we needed to change the paradigm concerning board member "expertise." - That, instead, boards, as a whole, seek and get sufficient training in the domains in which they need enough understanding to know whether the reasonable interpretations and data the board is getting meets reasonableness criteria and are satisfied by the supporting data. Management's monitoring reports should aid in this process but not enough. The IPGA workshop I did with Eric Craymer on risk governance stressed this point. The workshop that Sue Radwan did with Paul Siers at the Detroit IPGA Annual meeting on investment policy development had the same message.
A board, in its entirety, needs enough knowledge to know what it is talking about in its policies and understanding of the monitoring it receives. Yes, you can teach a mom to read a well done financial status monitoring report so she doesn't need to default her governance to the CPA on the board.
RMB

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