Board Governance and Financial Compliance Templates
Smart oversight tools for nonprofit and corporate boards. Practical templates and checklists for transparency and accountability.
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Debt Management Tracker
A template for tracking debt obligations and ensuring board oversight.
Annual Budget Approval Checklist
A step-by-step checklist to guide the board through the budget approval process.
Declaration of Financial Interests Form
A form for board members to declare financial interests and manage conflicts.
External Auditor Appointment Checklist
A guide for the board on selecting and appointing an external auditor.
Financial Records Maintenance Checklist
Ensure proper maintenance and certification of financial records.
Financial Statements Approval Template
A formal template for the board's approval of financial statements.
Related-Party Transactions Disclosure
A template to ensure proper disclosure and oversight of related-party transactions.
Risk Management Framework
A template to establish a robust risk management framework with board oversight.
Solvency and Liquidity Assessment
A template for assessing and declaring the company's solvency and liquidity.
Stakeholder Engagement Plan
Develop a structured plan for engaging with key stakeholders.
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