NTC26-Mitchell-Apodaca

WORKSHOP EVALUATION

The Case Part 5: Money Matters – Especially When It Goes Missing

Presenters: Donna Mitchell & Mark Apodaca

This workshop equips organizational leaders with tools to effectively navigate allegations of financial impropriety in a constructive, objective, and results-oriented procedural manner. Such situations can quickly become personal and divisive if not managed carefully. Guided by the principles and practices of an experienced parliamentarian, participants will learn how to facilitate balanced discussions, maintain procedural integrity, and foster productive dialogue during challenging circumstances. The session emphasizes practical skills and strategies that help organizations address conflicts professionally, preserve trust, and emerge stronger from periods of internal scrutiny.

Learning Objectives:

• Assist clients in probing difficult situations effectively without unnecessary rancor.
• Identify when formal discipline is necessary and when less formal processes may be preferable.
• Articulate the responsibilities of the board and officers during financial inquiries.