Sarah Merkle is an attorney and certified professional parliamentarian with nearly 25 years of experience helping organisations run fair, efficient and orderly business meetings. Through her work with boards across nonprofit and the public sector, Sarah is known for making parliamentary procedure practical, accessible and relevant for today’s governance challenges.In this episode, we explore why parliamentary rules matter more than ever in a time of low trust and heightened sensitivity to decision‑making processes. Sarah explains what parliamentary procedure really is — and what it isn’t — and why having clear, agreed‑upon rules can actually make meetings smoother, more inclusive and easier to manage.We discuss common misconceptions about parliamentary rules, how they can be misused, and how boards can right‑size and customise procedures to reflect their size, culture and mission. From designing agendas that move decisions forward to encouraging productive participation and preventing meetings from becoming a free‑for‑all, this conversation offers practical guidance boards can apply immediately.Sarah also shares insights on the critical role of the board chair in setting tone, maintaining neutrality and de‑escalating conflict, as well as how technology, including digital agendas, secure voting and online meeting tools, can support clearer, more efficient and compliant meetings.Be sure to listen to the end for Sarah’s best advice for board administrators, chairs and governance professionals looking to use meeting time in service of the mission — not waste it — and to help board members feel heard, respected and engaged, even when decisions are difficult.Further resources on parliamentary procedures: Download a free Robert’s Rules cheat sheet More helpful tips and resources from Sarah can be found on Civility.co

Liz Thompson is Executive Assistant to the President, Corporate Secretary, and Corporate Compliance Officer at Presbyterian Senior Care Network. Chandu Vemuri is Executive Assistant for the Board and Superintendent Leadership at Sun Prairie School District in Wisconsin. Together, Liz and Chandu bring deep, hands‑on experience supporting nonprofit and public‑facing boards as they welcome new members into governance.In this conversation, we explore why thoughtful board orientation matters more than ever, what’s at risk when onboarding is rushed or unclear, and how organizations can set new board members up for success from day one. From clarifying roles and legal responsibilities to building confidence, culture, and trust, this episode looks at what effective orientation really takes — especially in highly regulated, highly visible environments like healthcare and public education.Liz and Chandu share practical approaches to self‑guided onboarding, peer mentoring, and using technology to make orientation more accessible, consistent, and engaging. Listen in as they discuss how good orientation strengthens governance over the long term — not just in the first 30 days — and why onboarding should be the start of a continuous learning journey for every board member.And be sure to listen to the end for their best advice for board administrators and clerks looking to move beyond a one‑and‑done orientation and build confident, effective boards.Further resources on board member onboarding:Our guide to onboarding and orienting nonprofit board members can be downloaded here.Our guides to onboarding and orienting public board members can be downloaded for public education and local government.

Andrea Messina is CEO of Florida School Boards Association and Kathy McFarland is Executive Director of COSSBA.  Together, Andrea and Kathy bring deep experience supporting school boards and school districts across the country. In our conversation, we explore why transparency is so critical for public-facing boards, where organizations sometimes fall short, and how open meetings, clear communication, and consistent records management help build trust — even when decisions are complex or controversial.From livestreamed meetings and accessible agendas to records retention and board accountability, this Sunshine Week conversation reinforces a core leadership principle: transparency isn’t about doing things perfectly — it’s about doing them openly, consistently and with the public in mind.Listen in as Andrea and Kathy share their advice and experience for public‑facing boards navigating the whole area of transparency.And do stick around to the end to hear their excellent advice for building a strong culture of transparency and trust. Further resources on transparency for public boards:Our guide to transparency through technology for education can be downloaded here.Our guide to transparency through technology for government can be downloaded here.

Dominique Shelton‑Leipzig is CEO of Global Data Innovation and Dr. Andrea Bonime‑Blanc is founder and CEO of GEC Risk Advisory.In this episode, we explore why AI governance has become such a pressing priority for mission‑driven organizations, we look at where organizations tend to go wrong, and why trust, accuracy and continuous testing must sit at the heart of any AI program.We also talk about the risks of deploying AI without a framework. We discuss the importance of tone from the top, lifecycle oversight, strengthening cybersecurity, and how boards can embed principles like fairness and accountability into daily practice—not just policy documents.Listen now as we explore privacy considerations, bias in AI systems, human‑in‑the‑loop safeguards, third‑party oversight, and why AI policies should be living, breathing documents.And stick around to the end for Dominique and Andrea’s excellent advice for mission‑driven boards for creating AI policy.Further resources on AI governance for mission boardsYou can find the toolkits mentioned on the podcast along with other useful resources at www.diligent.com/leadingwithpurpose.

John Thomsen is Director of Engagement and Policy at NEOLA, working with school districts across multiple states to support legally compliant policies and governance frameworks that reflect community values.John unpacks the “why” behind policy for public sector boards — especially K‑12 school districts — and how leaders can navigate changing regulations without losing sight of student success. He explains why boards must stay anchored in mission, vision and values while scanning the horizon for potential and actual regulation, so they’re ready to respond quickly and confidently when change arrives.The discussion also covered the big challenges for the year ahead, from the sheer pace and volume of new rules to funding constraints and rising expectations for real‑time transparency through live‑streamed and more accessible board meetings. We also talked about policy in practice: how to tell the story behind a policy change, articulate the “why” before the “how,” and proactively review and update policies rather than scrambling reactively when mandates hit.We also touch on the role of technology in governance, from using tools to manage policies, track legislation and increase transparency, to supporting accessible, compliant meetings without replacing the essential work of elected officials.Stay tuned to the end as John shares his recommendation for how boards can embrace the change process, respond to evolving regulations and continuously improve outcomes for students year after year.Further resources on regulations for public facing boardsYou can find the guide mentioned on the podcast along with other useful resources at www.diligent.com/leadingwithpurpose.

Dale Waterman is a Solution Designer and regulatory expert at Diligent, with deep experience translating evolving mandates into practical governance requirements for organizations. In this episode, we look at how today’s shifting risk universe is reshaping the regulatory landscape for nonprofits and what boards need to do now to move from basic compliance to true resilience.We explore why diverging global regulations on issues like AI, cybersecurity and operational resilience make life more complex for mission‑driven organizations operating across multiple jurisdictions, and how boards can adapt to a “tsunami” of change without losing sight of their purpose. Dale explains the shift from rules‑based to risk‑based regulation, what “appropriate and proportionate” controls really mean in practice, and why documenting risk decisions is now just as important as the policies themselves.We discuss how boards can build a continuous‑learning mindset, ask better questions of management, and embed resilience into strategy rather than treating it as a standalone risk function. We explore operational resilience as a source of advantage, not just recovery: anticipating “grey rhino” risks, using scenario planning and stress tests, and turning crises into opportunities to better serve beneficiaries, donors and communities. Stick around to the end for Dale’s key recommendation for how to strengthen resilience and future‑proof nonprofit governance for 2026 and beyond.Further resources on regulations for nonprofit boardsYou can find the guide mentioned on the podcast along with other useful resources at www.boardeffect.com/leadingwithpurpose.

Kristy Grant-Hart is Vice President for Compliance Services at Diligent, advising organizations on how to build effective, modern compliance programs in an era of rapid regulatory change. In this episode, Kristy shares a compliance expert’s view on AI, cyber risk and governance for public-facing boards — from school districts and education boards to municipalities and local councils. We explore the core responsibilities of public sector boards today: staying on top of current and upcoming regulation, keeping risk assessments up to date, and tailoring regulatory requirements to the size, structure and context of each organization. Kristy explains why “application” of a rule often matters more than the rule itself and how boards can balance rising expectations for transparency and accountability with the realities of politics, elections and competing community opinions. We also discuss what it takes to build a proactive compliance culture, including understanding skills gaps on the board, bringing in external experts on topics like cyber and AI, and making smart use of associations and umbrella bodies for guidance and training. And we also speak about operational and organizational resilience, looking at how reputation, school and community ratings, and regulatory scrutiny intersect — and why boards should be using tabletop exercises and crisis simulations to expose vulnerabilities before a privacy breach, ransomware attack or system outage hits. Stay tuned to the end as Kristy shares her advice for leaders on future‑proofing their organizations amid regulatory uncertainty.Further resources on regulations for public facing boardsYou can find the guide mentioned on the podcast along with other useful resources at www.diligent.com/leadingwithpurpose.

Kira Ciccarelli is Senior Research and Programs Manager at the Diligent Institute, where she leads research into how boards and governance professionals are navigating today’s rapidly evolving risk landscape.In this episode, we explore what nonprofit boards can learn from emerging trends in the corporate world — and how they can apply those insights to strengthen compliance, oversight and stakeholder trust. We discuss why regulatory risk is climbing so sharply and which areas are set to demand even more attention in 2026, from policy and procedure updates to targeted ethics and compliance training and more robust internal monitoring.Kira shares fresh data from the Diligent Institute’s GC Risk Index and explains what it signals for charities, foundations and other mission-driven organizations that are already stretched thin. We also talk through practical steps boards can take to put the right governance around AI, even as they experiment with new technology.We also dig into the fundamentals of future‑ready governance for nonprofits: building and maintaining a clear board skills matrix, planning succession at both board and C‑suite level, leveraging board management platforms like BoardEffect as a single source of truth, and using scenario planning and tabletop exercises to prepare for regulatory shocks before they hit.Throughout, Kira offers concrete advice on fostering a culture of proactive compliance and communicating clearly with donors, regulators and the public to protect and grow stakeholder trust.Stay tuned to the end as Kira shares her best advice for board chairs and governance professionals on future‑proofing their organizations against regulatory uncertainty and staying one step ahead of emerging risks.Further resources on regulations for nonprofit boardsYou can find the guide mentioned on the podcast along with other useful resources at www.boardeffect.com/leadingwithpurpose.

Dottie Schindlinger is Executive Director of the Diligent Institute and a founding member of BoardEffect and Nithya Das is General Manager of Diligent’s Governance Business Unit and Chief Legal Officer. Together, Dottie and Nithya bring deep expertise on how purpose-driven organizations can strategically harness technology and AI to transform their impact.We discussed why the urgency to modernize governance is greater than ever for nonprofits, foundations, school boards and local governments. Dottie and Nithya share how economic pressures and shifting regulations make nimble, tech-enabled governance absolutely critical — and how AI is moving mission-driven boards toward more efficient, transparent and equitable practices.We also talk about what practical impact looks like, discussing real examples from boards using tools like Diligent Community and BoardEffect to streamline meetings, track strategic goals, boost community engagement and improve decision-making with AI-powered features.Listen in as we explore the ethical side of AI adoption, touching on data privacy, bias and the importance of thoughtful policies. Dottie and Nithya offer actionable advice for leaders starting their digital transformation journeys, including the value of pilot programs, upskilling and collaborative change.Plus, they share bold predictions about the future of governance that you’ll want to hear. And do stick around to the end for their great advice to help boards future-proof their governance and embrace technology confidently.Further resources on technology and AI for governance for public facing boardsYou can find the guides mentioned on the podcast along with other useful resources at www.diligent.com/leadingwithpurpose.

James Page is Chief Information Officer at the New York State School Boards Association, and Jay Worona is a partner at Jasper Schlesinger & Narendra and former Deputy Executive Director and General Counsel for NYSSBA. Together, they bring a wealth of experience in school board governance, legal policy and technology strategy.In this episode, James and Jay share their insights on how AI and digital tools are reshaping governance in school districts. From streamlining administrative tasks and enhancing board decision-making to improving transparency and equity. We explore the opportunities AI presents for strategic planning, risk management and community trust, while also addressing the ethical and practical challenges that come with rapid technological change.We discuss the importance of human oversight, professional development and creating clear policies to guide responsible AI adoption. Jay and James offer thoughtful advice on how school boards can foster innovation while safeguarding student data, ensuring equitable access and maintaining accountability.Listen now as we explore how school boards can move from reactive to proactive governance, what skills board members need to develop, and why curiosity, courage and critical thinking are essential in the age of AI. Stick around to the end for their top tips on future-proofing governance in K-12 education with technology.Further resources on technology and AI for governance for public facing boardsYou can find the guide mentioned on the podcast along with other useful resources at www.diligent.com/leadingwithpurpose.