Empowering Board Members to Lead with Confidence and Integrity
Understand Your Fiduciary Responsibilities. Strengthen Your Governance. Protect Your Organization.
Are You Clear on Your Fiduciary Duties?
Serving on a board comes with serious legal and ethical responsibilities. Whether you're part of a public retirement system, a multi-employer plan, a nonprofit, an association, or private company, understanding your fiduciary duties as a board member—including the duties of care, loyalty, and compliance—is essential to protecting your organization and fulfilling your role with integrity.
We offer clear, accessible fiduciary training for board members, designed to help you stay compliant, informed, and confident in your leadership.
What are the legal duties of a board member?
How do I avoid conflicts of interest?
What financial oversight is required?
Board Smart Provides
Board Training Platform
Our board training platform offers comprehensive resources and interactive modules designed to enhance the skills and knowledge of board members. It provides users with the tools needed to navigate governance challenges effectively and make informed decisions.
Performance Reviews
Our user performance reports and reviews analyze engagement and progress within our board training platform, highlighting the strengths and areas for improvement among participants. These insights help organizations tailor their training strategies to ensure that board members are well-equipped to tackle governance challenges.
Easy Short-Form Content
Our board training platform delivers concise learning modules and resources specifically tailored for board members. These interactive tools empower users to address governance challenges with confidence and support informed decision-making.
Check out our free board member fiduciary checklist and “Governance Essentials” articles for more information on your legal responsibilities and to protect your organization from risk.
What Our Clients Are Saying
“Board Smart talks are a great way to break down the various components of what trustees need to know to appropriately govern their plans. Having access to online materials which you can work through when you have time, provides the necessary flexibility and adaptability during busy times. Completing the assessments at the end of each talk also provides a means of benchmarking where your system is at and what steps it can take to improve overall governance practices.”
Why Choose Board Smart?
Over 50 Years of Experience
Trusted Advice
Compliance & Strategy in One
Practical Steps You Can Implement Immediately
Ready to Strengthen Your Board?
Whether you're a new or experienced board member or trustee, we’re here to help you lead more confidently and responsibly. Book a free consultation today.
We provide fiduciary training for board members across the U.S., including support for public retirement systems, multi-employer plans, sovereign wealth funds, not-for-profit boards, corporate boards, and foundation trustees. Learn about your responsibilities, maximize your contribution, and minimize your liability as a board member or trustee today.