The Leadership Experience

Governance Packet

Working Group Recommendations & Supporting Documents — Board Retreat Prep

Prepared by the Governance Working Group · Confidential — Not for Distribution
Bryce Butler · Brian MacKay · Brendon Maxwell · Gabe Cooper · A.W. Simmons · Jeremy Vallerand · Byron Sarhangian
Decision Brief

Governance Working Group — Recommendations to the Board

Prepared for the September Board Retreat. The working group convened twice in 2026 to develop governance recommendations for board action.

Purpose

The board charged a working group with codifying how LX governs itself — how the mission is protected, how the board renews itself, and how new members join it — with a 30-to-50-year horizon in view: a structure that holds when none of the current members are in the room. The group has met twice and reached consensus recommendations across four areas, presented here for the board's decision at the September retreat.

Summary of Recommendations

The group recommends the board adopt the following, and directs that they be drafted into bylaw language:

  1. Mission & Values Integrity — protect all three foundational documents with a two-vote, 3/4-supermajority amendment process and a 90-day cooling-off period, with structured member input via a new Member Advisory Council.
  2. Board Terms & Structure — a single board of two tiers (at-large on 3-year terms, a small executive committee on 6-year terms), governed by reaffirmation rather than fixed term limits, with an annual evaluation as the real-time accountability layer.
  3. Nomination Process — a defined, criteria-based pathway gated by demonstrated contribution, replacing the informal process and the 12-month observer period.
  4. Member Advisory Council — establish an advisory, board-curated council that formalizes work already happening (cohort vetting and guiding) and gives the membership a structured voice.

Recommendation 1 — Mission & Values Integrity

Recommendation: Codify a single, uniform standard protecting all three foundational documents — the Statement of Faith, Values Statement, and Mission Statement (see Foundational Docs tab) — amended only through a two-vote process:

  1. Preliminary vote — 3/4 board supermajority to propose a change and open the process.
  2. 90-day cooling-off period — during which the Member Advisory Council solicits member input and issues a written recommendation to the board.
  3. Final vote — 3/4 board supermajority to adopt, which cannot be called until the MAC recommendation has been received and read into the record.

Rationale: A single high threshold is simple to communicate and administer and signals that all three documents are non-negotiable. The cooling-off period prevents reactive change under pressure. Routing member input through the curated MAC — rather than the full membership — gives the community a genuine voice while guarding against drift from those no longer aligned with LX's foundation.

Recommendation 2 — Board Terms & Structure

Recommendation: Maintain a single board of no more than 15 members (kept smaller by design), organized in two tiers and governed by reaffirmation rather than term limits.

  • Terms: At-large directors serve 3-year terms; executive committee members serve 6-year terms. There are no forced term limits and no mandatory gap between terms — directors continue through reaffirmation at the end of each term.
  • Why two term lengths: The longer executive term reflects that tier's role as the board's continuity and mission-protection anchor, reaffirmed on a longer cycle; the shorter at-large term keeps the broader board dynamic. Because reaffirmation (not a term clock) governs tenure, term length primarily sets how often the routine renewal vote recurs.
  • Vacancies only: Seats are filled only when vacant — there is no forced rotation. A seat opens through non-reaffirmation, mid-term removal, voluntary step-down, roll-off, or a board decision to grow toward the 15-member cap.
  • Two tiers: At-large directors form the general board. The executive committee (no more than 5) holds the officer roles, serves as the nomination vetting body (see Recommendation 3), and anchors the board's continuity and mission protection. Directors are elevated into the executive committee from at-large by board vote when an executive seat is vacant.

How it works — two accountability layers:

  • Annual evaluation (real-time layer): Every director is evaluated yearly (see Evaluation tab). This enables a mid-term departure — the compassionate off-ramp for a member facing personal crisis, or a board-initiated removal for misalignment, disengagement, or misconduct.
  • Reaffirmation (routine renewal): At the end of each term (3 years at-large, 6 years exec), the board holds a formal reaffirmation vote to continue each director.
  • Mid-term removal mechanism: Between reaffirmation cycles, the board may remove a director by supermajority vote, informed by the annual evaluation. This ensures the longer exec term is never a lock — stability by default, with a real ability to act early when needed.
  • Transitions: A member leaving the executive committee voluntarily returns to an at-large seat; a member removed or not reaffirmed rolls off the board. All transitions run through board review.

Rationale: Boards more often lose strong contributors to enforced rotation than to entrenchment. Reaffirmation preserves proven, mission-aligned leadership, while the annual evaluation provides continuous accountability and a compassionate off-ramp. A small executive committee on a longer cycle delivers durable, long-term continuity without a second governing body.

Recommendation 3 — Board Nomination Process

Recommendation: Replace the informal, relationship-only process and the 12-month observer period with a defined pathway gated by demonstrated contribution rather than time served.

Baseline eligibility: Candidates must be members in good standing of at least 2 years (see Job Descriptions tab).

  • Nominates: any sitting director, who sponsors the candidate.
  • Vets readiness: the executive committee, against written criteria.
  • Confirms: full board, 3/4 supermajority.

Process: When a seat need arises, a director nominates and sponsors a candidate, who is then invited into real work — through the MAC, a subcommittee, or a special project — with no promise of a seat and no fixed timeline. Once the candidate has demonstrated genuine contribution, the executive committee reviews them against the criteria below and decides whether to bring them to the full board for a 3/4 confirmation vote.

Proposed eligibility criteria (for board refinement): mission alignment; faith alignment (clearly sharing the Statement of Faith, not a missional prospect); demonstrated contribution; and board need.

Rationale: The observer period felt awkward and revealed little. Vetting through real work shows whether a candidate will carry water, and using the executive committee as the vetting body avoids a separate nominating committee. A key cultural note: engagement is not a promise of a seat, and not being selected is not a failure — contributors remain valued and may be tapped later.

Recommendation 4 — Member Advisory Council (MAC)

Recommendation: Establish a Member Advisory Council — advisory only, board-curated, with no governance or voting authority (full charter in the MAC Charter tab):

  • Size: no more than 15. Term: 3 years. Eligibility: at least 2 years as a member in good standing.
  • Responsibilities: cohort selection and vetting (board retains final approval) and serving as guides — formalizing work alumni already do.
  • Role in mission changes: solicits member input and issues the written recommendation during the Recommendation 1 cooling-off period.
  • Regional representation: holds intentional geographic representation, relieving the board of that pressure.
  • Leadership: chaired by a board member — proposed: the Vice Chair — who serves as the board liaison.

Rationale: The MAC largely already exists in function; naming it gives the membership a structured, aligned voice and creates a natural place for engaged members to contribute and be observed. The 2-year eligibility floor ensures members have internalized LX's culture before helping shape who leads it.


Decisions Requested at the Retreat

  1. Adopt Recommendations 1–4 in principle and direct that bylaw language be drafted accordingly.
  2. Confirm the numbers: 3/4 amendment threshold (both votes), 90-day cooling-off, board cap of 15, executive committee cap of 5, at-large 3-year terms, executive 6-year terms, supermajority mid-term removal, 3/4 nomination confirmation, and the MAC's 3-year term / 2-year eligibility floor.

Open Items for Board Input

  • Final wording of the four nomination eligibility criteria.
  • The supermajority threshold for mid-term removal (e.g., 2/3 or 3/4).
  • The exact form of the MAC's written recommendation (received and read into the record vs. a required formal board response).
  • A decision matrix / org chart showing how the board tiers and the MAC relate (in development).

Timeline

Individual working-group feedback gathered in July; this packet circulated to the group by end of July; a follow-up call in August if needed; board decision at the September retreat.

Appendix A

Foundational Documents

Statement of Faith — The Nicene Creed

LX and its alumni affirm the doctrines of the Nicene Creed as foundational to our faith. Every ecumenical creed of the early church, including the Nicene Creed, is rooted in the belief that Scripture serves as the ultimate authority and final arbiter of truth. The Nicene Creed, in particular, affirms core Christian doctrines while upholding the primacy of Scripture, providing a shared foundation that has united believers for over 1,500 years.

We believe in one God, the Father almighty, maker of heaven and earth, of all things visible and invisible.

And in one Lord Jesus Christ, the only Son of God, begotten from the Father before all ages, God from God, Light from Light, true God from true God, begotten, not made; of the same essence as the Father. Through him all things were made. For us and for our salvation he came down from heaven; he became incarnate by the Holy Spirit and the virgin Mary, and was made human. He was crucified for us under Pontius Pilate; he suffered and was buried.

The third day he rose again, according to the Scriptures. He ascended to heaven and is seated at the right hand of the Father. He will come again with glory to judge the living and the dead. His kingdom will never end.

And we believe in the Holy Spirit, the Lord, the giver of life. He proceeds from the Father and the Son, and with the Father and the Son is worshiped and glorified. He spoke through the prophets.

We believe in one holy catholic and apostolic church. We affirm one baptism for the forgiveness of sins. We look forward to the resurrection of the dead, and to life in the world to come. Amen.

Mission Statement

We envision a future in which Christian marketplace leaders are known and supported through durable friendships that glorify God, resulting in radical generosity and lives lived with integrity.

Core Values

Durable Friendship — We commit to relationships that endure through time, tension, and change. We believe that when people are truly known, great things happen.

Contagious Generosity — We give sacrificially for the good of others. We seek creative ways to share our time, resources, and influence in order to inspire more generosity.

Integrated Faith — We live out our Faith fully in leadership, work, and everyday life, rejecting the divide between sacred and secular. We don't compartmentalize our lives — and seek to always align our beliefs to our behavior.

Appendix B

Board Roles & Job Descriptions

Board Member

Who We Are

We know that life is hard. And for Christian marketplace, nonprofit, and entrepreneurial leaders, the expectations of and commitments toward colleagues, spouse, family, and even church are complex. We are desperate to see more men and women fulfill their callings in all respects, and to be known and supported within a community that loves and cares for them deeply.

Leadership Experience (LX) creates community for highly-driven Christian marketplace leaders that understand their unique challenges and share their drive for greatest potential. We envision a future in which Christian leaders are known and supported through durable friendships that glorify God, resulting in radical generosity and lives lived with integrity.

Eligibility — Member in Good Standing

To serve on the board, a director must have been a member in good standing for at least 2 years prior to joining, and must uphold the Statement of Faith, Core Values, and conduct expected of the community. Beyond meeting the membership giving standard, LX should be one of the primary philanthropic priorities for the director and their family — the point is not a specific dollar figure but a demonstrated, meaningful commitment. Grace may be extended at the board's discretion for particular roles and seasons. Board membership is a personal philanthropic priority, not a fee for a seat.

Intentional Recruitment Commitment

  • Character: The board represents LX unlike any other stakeholder. A member's character will reflect Christ's likeness — namely humility, faithfulness, and generosity.
  • Mission & Faith Alignment: A clear understanding of and commitment to LX's mission, and a clearly shared faith foundation reflected in the Statement of Faith.
  • Demonstrated Contribution: A proven track record of carrying water within the LX community — through the MAC, a committee, or a project — rather than title or credential.
  • Board Need: Fills a real gap in the board's composition, capacity, or perspective at the time.

Position Summary

The board leads the organization toward desired performance and ensures it occurs. Its contributions are unique to its trusteeship role and necessary for proper governance.

Roles and Responsibilities

  1. Mission/Strategic Direction — Determine the mission, values, strategies, and major goals, and hold the Executive Director accountable for a staff strategic plan built on them.
  2. Governance — Maintain and continually improve the board's policies.
  3. Executive Director Oversight — Select, fairly compensate, nurture, evaluate annually, and if necessary terminate the Executive Director, who functions as the board's sole agent.
  4. Finances — Ensure financial solvency and integrity: approve the annual budget and revenue goals; contract for regular independent audits; control investment policies and reserve funds.
  5. Program Support — Understand and assess LX's programs and promote their success.
  6. Fundraising — Make LX a personal philanthropic priority by giving personally and participating in identifying, cultivating, and soliciting funders.
  7. External Relations — Serve as an LX ambassador, knowledgeable of our work.
  8. Board Effectiveness — Ensure the board fulfills its governance responsibilities and maintains effective organization, procedures, and recruitment.
  9. Attend Board Meetings — Attend board meetings and special events and participate in committee work.
  10. Conflict of Interest — Adhere to conflict of interest and confidentiality policies (COI & Confidentiality tab).
  11. Statement of Faith — Uphold the Statement of Faith.
  12. Legal — Review periodic financial, legal, and external audits to ensure compliance.
  13. Board Performance — Evaluate and improve the board's performance and participate fully in the annual evaluation and reaffirmation process (Evaluation tab).

Board Terms & Structure

The board consists of no more than 15 members. At-large directors serve 3-year terms and executive committee members serve 6-year terms. There are no forced term limits and no mandatory gap between terms; directors continue through reaffirmation at the end of each term. An annual evaluation supports accountability and enables a compassionate off-ramp or, where needed, a mid-term removal by board supermajority. Seats are filled only when vacant.

Officers and Committees

Standing officers are the Chair, Vice Chair, Secretary, and Treasurer, each serving on the Executive Committee. The Executive Director serves as the board's chief staff agent (not a board officer). The Executive Committee and any future committees must be chaired by a director, with additional members appointed as volunteers. Ad hoc committees are formed as needs and projects arise.

Orientation

Upon confirmation, each new director receives orientation on the board's role and governance model, the foundational documents, and an overview of current programs, plans, and finances.

Executive Committee

Position Summary

The Executive Committee is the board's small inner tier, composed of the officers and no more than five members, each serving a 6-year term. In addition to the authority described below, it serves as the nomination vetting body (reviewing candidates against the board's eligibility criteria) and anchors the board's continuity and mission protection. Except for the actions enumerated below, it may act for the board on matters where it would be imprudent to wait for the next board meeting.

Key Responsibilities

  • Report any action taken on the board's behalf to the full board within 10 days; the board may ratify the action at its next meeting.
  • Set the annual compensation of the Executive Director based on its evaluation.
  • Serve as the vetting body in the board nomination process, bringing recommended candidates to the full board for a 3/4 confirmation vote.

Not Authorized to Decide on Its Own

  1. Dissolve the corporation
  2. Hire or fire the Executive Director
  3. Enter into major contracts or sue another entity
  4. Make significant changes to a board-approved budget
  5. Adopt or eliminate major programs
  6. Buy or sell property
  7. Amend the Bylaws
  8. Change any policies the board has reserved to itself

Board Chair

Position Summary

The board chair is the senior volunteer leader of Leadership Experience, presides at all meetings of the board, and must be a member in good standing.

Key Responsibilities

  • Policy and Planning — Works with the board and staff to establish guiding principles, policies, and mission; initiates regular review of the strategic plan and mission and establishes metrics for success.
  • Budget and Finances — Works with staff and appropriate board members to oversee the budget and assumes ultimate responsibility for the integrity of its finances.
  • Board Meetings — Leads and facilitates board meetings with the Executive Director, keeping to the agenda, ensuring every member can participate, and using proper decision-making procedures.
  • Board Committees — Serves as ex-officio member of all board committees and structures a committee system that contributes to the board's effectiveness.
  • Recruitment, Evaluation, and Reaffirmation — Works with the Executive Director to identify and recruit directors; leads the annual board evaluation and the reaffirmation process; oversees any mid-term removal conversations with care.
  • Succession — Develops a leadership succession plan in partnership with the Vice Chair, ensuring continuity of board leadership.
  • Staff Oversight, Compensation, and Evaluation — Oversees the hiring, evaluation, and compensation of the senior team and supports staff succession planning.
  • Fundraising — Supports staff fundraising and sets an example through personal giving.
  • Public Relations and Communications — Speaks for the board in any controversy or crisis and promotes the work of the organization.

Vice Chair

Position Summary

The Vice Chair supports the Chair in leading the board, serves as the Chair's partner in continuity and succession, and must be a member in good standing. The Vice Chair is a natural pipeline for future Chair leadership.

Key Responsibilities

  • Support to the Chair — Partners with the Chair on agendas, board development, and priorities; serves as a sounding board and shares leadership load.
  • Presiding in Absence — Presides at board and committee meetings when the Chair is unavailable, with the Chair's full authority.
  • Succession and Continuity — Works with the Chair on the leadership succession plan and is prepared to step into the Chair role as needed.
  • Special Initiatives — Leads specific board initiatives, committees, or task forces as assigned by the Chair.
  • Board Development — Assists with recruitment, orientation, and the annual evaluation and reaffirmation process.
  • MAC Liaison — Chairs the Member Advisory Council and serves as the connective link between the MAC and the board, giving the board direct visibility into the member contribution pathway and pipeline.
  • Fundraising and Ambassadorship — Gives personally and represents LX as an ambassador.

Board Secretary

Position Summary

The Secretary ensures that actions of the board are documented and must be a member in good standing.

Key Responsibilities

  • In advance of meetings, provide written agendas for the full board and standing committees.
  • Distribute appropriate background information on subjects to be discussed.
  • Prepare and provide written minutes within the specified time, revise as appropriate, and ensure board approval.
  • File approved minutes and maintain the official list of board members in accordance with procedure.
  • Serve as custodian of the organization's records.
  • Ensure policies and procedures, including key governing and operating processes approved by the board, are reviewed and updated as necessary.
  • Help orient new directors and facilitate onboarding.

Board Treasurer

Position Summary

The Treasurer, jointly with the Chair, ensures current records are maintained reflecting the financial condition of Leadership Experience, and must be a member in good standing. These records include cash, outstanding advances, investments, accounts receivable and other assets, accounts payable, and fund balances (net assets).

Key Responsibilities

  • Participate in the preparation of the budget.
  • Ensure accurate books and records on financial condition are maintained.
  • Ensure assets are protected and invested according to organization policy.
  • Ensure LX complies with organizational and statutory reporting requirements.
  • Ensure comprehensive financial reports to the board are timely and accurate.
  • Ensure complete records are available to those preparing annual financial statements.
  • Ensure fiscal policies and procedures are reviewed and updated as necessary.
  • Help orient new directors and facilitate onboarding.
Appendix C

Member Advisory Council (MAC) Charter

Purpose. The Member Advisory Council is a standing body of engaged LX alumni that advises the board, connects the board to the broader membership, and carries specific program responsibilities. It exists to give the membership a genuine, structured voice while keeping governance authority with the board.

Nature & Authority. The MAC is advisory only. It holds no governance, legal, or voting authority over the organization. Its influence is exercised through recommendation, counsel, and program work — not through binding decisions. The one formal role it plays in governance is issuing a written recommendation during the foundational-document amendment process (below), which the board must receive but is not bound by.

Composition & Size. No more than 15 members. The MAC is curated to hold intentional regional representation, reflecting the places and communities where LX alumni reside — which relieves the board of carrying that representation itself.

Eligibility. A MAC member must have been an LX member in good standing for at least 2 years — long enough to have genuinely internalized LX's culture and to clearly share its faith foundation before helping shape who leads it. Good standing includes upholding the Statement of Faith and Core Values and holding LX as one of their meaningful philanthropic priorities (with grace for role and season).

Terms. 3-year terms. Members roll off at the end of a term by default; the board may extend a second term at its discretion, and former members may rejoin after a season away.

Selection. MAC members are selected and curated by the board to ensure foundational alignment and guard against drift from the broad membership. The board may, at its discretion, establish a MAC-internal nomination process to surface candidates.

Leadership & Board Liaison. The MAC is chaired by a member of the board — ordinarily the Vice Chair — who serves as the connective link between the MAC and the board. This keeps the MAC aligned with the board and gives the board direct visibility into the member contribution pathway and pipeline.

Responsibilities

  • Cohort Selection & Vetting — Serves as the primary vetting body for new LX cohorts using the existing vetting mechanism; the board retains final approval.
  • LX Guide Program — Each MAC member serves as an LX Guide for at least one year of their term, supporting new members.
  • Culture-Keeping & Ambassadorship — Acts as connectors between the board and the broader membership, carrying and protecting LX's culture across regions.
  • Mission & Values Input — During the 90-day cooling-off period on any proposed change to a foundational document, the MAC solicits member input and issues a written recommendation to the board before the final vote.

Relationship to the Board. The MAC advises; the board governs. The board may invite MAC members to participate in portions of board meetings. MAC service is also one of the avenues through which a prospective board member can demonstrate real contribution (see Recommendation 3) — but MAC participation is not a promise of a board seat, and completing MAC service is not a prerequisite for the board. Engagement is valued on its own terms; not being invited to the board is not a failure.

What the MAC is not. It is not a governing body, does not vote on organizational matters, does not set budget or policy, and is not a guaranteed pipeline to the board.

Appendix D

Annual Board Reaffirmation & Evaluation

Purpose. This annual evaluation is the board's real-time accountability layer. It (1) confirms each director remains a member in good standing, (2) provides honest reflection on engagement and alignment, (3) surfaces where a director may need a compassionate off-ramp for a season, and (4) informs the formal reaffirmation vote at the end of each term (3 years at-large, 6 years executive). It is completed annually by every director as a self-assessment, then reviewed by the Chair (and, for officers, the Executive Committee).

Rating scale (Parts 2–3): 1 = Not at all · 2 = Rarely · 3 = Sometimes · 4 = Consistently · 5 = Fully

Part 1 — Member in Good Standing (attestation)

Yes / No / Needs conversation

  • I remain a member in good standing, and LX is one of my (and my family's) primary philanthropic priorities (or I have discussed a grace arrangement with the Chair for my role or season).
  • I affirm and uphold the Statement of Faith (the Nicene Creed).
  • I affirm and seek to live out the Core Values (Durable Friendship, Contagious Generosity, Integrated Faith).
  • I have completed and signed LX's annual Conflict of Interest and Confidentiality disclosure and remain in adherence to those policies.

Part 2 — Engagement & Contribution

Statement1–5
I attend and am fully present at board meetings and special events.
I participate actively in committee work or a special project.
I come prepared, having reviewed materials in advance.
I make LX a personal philanthropic priority and help identify, cultivate, or solicit funders.
I serve as a knowledgeable ambassador for LX in my professional settings.

Part 3 — Alignment & Character (built on the Core Values)

Statement1–5
Durable Friendship — I invest in knowing and being known within this board and community.
Contagious Generosity — I give sacrificially of my time, resources, and influence.
Integrated Faith — My beliefs and behavior are aligned; I don't compartmentalize faith and work.
I reflect Christ's likeness in humility, faithfulness, and generosity.
I contribute to the board's effectiveness and healthy decision-making.

Part 4 — Self-Reflection (open response)

  • Where did I add the most value to LX this year?
  • Where did I fall short of what this role asks?
  • Season and capacity: Is this a season in which I can serve fully? Is there anything in my personal life (health, family, marriage, work) that means I should consider stepping back for a time? (No judgment — this is the compassionate off-ramp. Naming it early is a gift to the board and to you.)
  • Do I still sense a clear calling to serve on this board for the coming year?

Part 5 — Chair / Executive Committee Review

Completed by the Chair (or Executive Committee for officers).

  • Summary of the director's contribution and alignment this year:
  • Any gaps or concerns to address:
  • Is a supportive conversation warranted (off-ramp, capacity, alignment)? Yes / No

Recommendation:

  • ☐ Continue in good standing
  • ☐ Continue with a noted conversation or support plan
  • ☐ Recommend a season of stepping back
  • ☐ Recommend reaffirmation (term-end years only)
  • ☐ Recommend mid-term removal for board consideration (supermajority vote required)
How it feeds reaffirmation. In a term-end year, this evaluation is the primary input to the reaffirmation vote. In non-term years, it is the standing check that keeps accountability continuous and makes any needed conversation — supportive or corrective — timely rather than deferred.
Appendix E

Conflict of Interest & Confidentiality

Every director completes and signs both forms below annually. They are referenced throughout this packet — in the Board Member responsibilities (Job Descriptions tab) and in the annual evaluation attestation (Evaluation tab). The Secretary maintains signed copies as custodian of records.

Annual Conflict of Interest Disclosure Questionnaire

Per LX's Conflict of Interest Policy (the "Policy").

In accordance with the Policy, I hereby attest that I:

  1. Have received a copy of the Policy;
  2. Have read and understand the Policy;
  3. Have agreed to comply and have complied with the Policy;
  4. Understand that LX is a tax-exempt organization and that, to maintain its federal tax exemption, it must engage primarily in activities that accomplish one or more of its tax-exempt purposes;
  5. Have not knowingly participated in a transaction or arrangement in which the value of the economic benefit provided by the Organization exceeds the value of consideration received by the Organization;
  6. Have fully and accurately completed this Questionnaire (together with the Disclosure Exhibit, the "Form");
  7. Agree to cooperate with any further inquiry reasonably necessary regarding my responses; and
  8. Agree that if any material change to my responses occurs before the next annual disclosure is due, I will update and submit the information to the board of directors within a reasonable time.

Dated ________________    Signature ______________________    Name / Position ______________________

Disclosure Exhibit

For each item, insert "N/A" if no exception applies. If uncertain, please disclose.

  1. Except as disclosed, I am not related, directly or indirectly (through Family or business), to a current officer or director of the Organization or a related organization.
  2. Except as disclosed, neither I, any member of my Family, nor any business interest of mine is or is reasonably anticipated to be engaged in a transaction involving any form of remuneration (a) from the Organization, any related organization, or any director or officer of it; or (b) to any director or officer of the Organization or a member of their Family.
  3. Except as disclosed, I have neither deprived the Organization of any beneficial opportunity nor disclosed its confidential information.
  4. Except as disclosed, I do not have (and to my knowledge no member of my Family has) any interest, role, or relationship with an organization that might reasonably create an impression or suspicion of a potential or actual conflict of interest.
  5. Except as disclosed, I have never been convicted of a misdemeanor involving fraud or misuse of funds; convicted of a felony; prohibited by a government agency or court from soliciting; been the subject of a proceeding regarding charitable solicitation, administration, or fiduciary practices; or entered into a consent judgment or been subject to an injunction or order of a government agency regarding such practices.

Confidentiality Agreement Form

It is the policy of Leadership Experience that board and committee members will not disclose confidential information belonging to, or obtained through their affiliation with, the organization to any person — including relatives, friends, and business or professional associates — unless the Organization has authorized disclosure. This policy is not intended to prevent disclosure where required by law.

Confidentiality is the preservation of privileged information. Board members and volunteers must demonstrate professionalism, good judgment, and care at all times in handling any information related to the Organization to avoid unauthorized or improper disclosures.

While members are encouraged to discuss the organization with one another and targeted publics, they shall not report opinions expressed in meetings, report independently on committee action, or engage in communication not approved by the President or unsupported by board policy, procedures, or decisions.

At the end of a member's term, or upon retirement, resignation, or removal, they shall return, at the Organization's request, all documents and materials in any medium that may contain or be derived from confidential information. Members shall not use trade secrets, client lists, or other confidential information acquired through board or committee service, even after their service ends.

Certification

I have read the Organization's complete policy on confidentiality and the statement above. I agree to abide by the policy and to inform the Board Chair immediately if I believe any violation (unintentional or otherwise) has occurred.

Dated ________________    Signature ______________________    Name / Position ______________________

Full source forms: Conflict of Interest Disclosure Questionnaire (updated 2024-02-16) · Confidentiality Agreement (approved 2025-08-19).

Confidential — Prepared by the LX Governance Working Group — Not for Distribution

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