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Service Offerings

Governance Policies
Roles & Responsibilities -
Charters
Strategic Planning
Investment Policy &
Investment Philosophy
Board Education and
Orientation
Specialty Projects
Investment Consultant
Searches
NEW
Fiducuary Benchmarking
Services
NEW

Governance Policies

Cortex offers a range of governance policies to provide guidance to the Board and management on numerous significant issues including:

  • Board education and development
  • Board self-assessment
  • Executive Director performance evaluation
  • Board and committee operations
  • Service provider selection and due diligence
  • Board Policy Development Process
  • Code of Conduct
  • Trustee Communications
  • Budget approval
  • Strategic and Business Planning
  • Monitoring & Reporting

These governance policies will serve as both a valuable resource and a helpful educational tool for current and future board members.

For further information, please contact Tom Iannucci or Michael Long by e-mail or by phone at (416) 967-0252 ext. 223 and ext. 233 respectively.