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Board Advance

Help your Board Advance into the future by setting aside one to two days to focus on education and planning. When you schedule a Board Advance with us, we will provide board training, strategic planning, and succession planning services. You select from our menu of education topics and determine what type of planning you need. The more services you use, the more you save.

Fees* A $200 fee is added for weekend or holiday sessions.


A  --  2 hours of Smart MOVES training

B  --  4 hours of Smart MOVES training

C --  Strategic Planning (generally 4 hours)

D --  Succession Planning (generally 3 hours)

E  --  EZ Finance Report subscription

B+C+D+E 30%
A+C+D+E 25%
B+C+E 25%
A+C+E 20%
B+D 20%
A+D 15%


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