Rounding Third Leadership Blog #38: Race to Social Justice Podcast

EPISODE THIRTEEN of The Race to Social Justice Podcast series produced with my colleague, Keva White, is now available on Spotify, Apple Podcasts, Stitcher, Soundcloud or you can watch AND listen on YouTube.  If you are enjoying these “courageous conversations”, please subscribe to our YouTube Channel and forward a link to friends and colleagues.

EPISODES 13A & 13B:  JIMMY CHONG, ESQUIRE:  I WANT THIS GUY ON MY SIDE IN COURT!

Episode #13: Jimmy Chong, a son of non-English speaking immigrant South Korean parents, fought his way through grade school in reaction to anti-Asian bullying.  Now a busy lawyer, his fierce, thoughtful advocacy for racial harmony and honest opinions on violence against the AAPI community and “Model Minority” labeling are telling.



Rounding Third Leadership Blog #37: Race to Social Justice Podcast

EPISODE TWELVE of The Race to Social Justice Podcast series produced with my colleague, Keva White, is now available on Spotify, Apple Podcasts, Stitcher, Soundcloud or you can watch AND listen on YouTube.  If you are enjoying these “courageous conversations”, please subscribe to our YouTube Channel and forward a link to friends and colleagues.

EPISODES 12:  DR. WARREN HILTON AND RUSS JOHNSON:  EBONY AND IVORY!

In this episode, Dr. Warren Hilton and Russ Johnson, Board Chair and CEO, respectively, of HealthSpark Foundation, discuss how a Black/White leadership partnership is shaping transformative racial and social equity change in Montgomery County, Pennsylvania.

Rounding Third Leadership Blog #36: Race to Social Justice Podcast

EPISODE ELEVEN of The Race to Social Justice Podcast series produced with my colleague, Keva White, is now available on Spotify, Apple Podcasts, Stitcher, Soundcloud or you can watch AND listen on YouTube.  If you are enjoying these “courageous conversations”, please subscribe to our YouTube Channel and forward a link to friends and colleagues.

EPISODE ELEVEN:  RAY SOLOMON, THE WISDOM OF SOLOMON: PART II

Episode #11: Ray Solomon (Part II) shares diversity, equity and inclusion challenges he faced as dean of a law school and, from the perspective of a former president of a synagogue, his reactions to the Congregation Beth Israel hostage incident in Colleyville, Texas, just days before our podcast was recorded. 

Rounding Third Leadership Blog #35: Race to Social Justice Podcast

EPISODE TEN of The Race to Social Justice Podcast series produced with my colleague, Keva White, is now available on Spotify, Apple Podcasts, Stitcher, Soundcloud or you can watch AND listen on YouTube.  If you are enjoying these “courageous conversations”, please subscribe to our YouTube Channel and forward a link to friends and colleagues.

EPISODE TEN:  RAY SOLOMON, THE WISDOM OF SOLOMON: PART I

Episode #10: Ray Solomon grew up in the Mississippi delta region of Arkansas, the location of the 1919 Elaine Massacre of 200 Black people. Ray, a legal historian, recounts the underlying facts and how this event generated a legal case that laid the foundation for the landmark U.S. Supreme Court decision in Brown v. Board of Education.

Rounding Third Leadership Blog #34: College Student Basic Needs Program

I have been working with a consortium of seven Montgomery County, Pennsylvania non-profit organizations to assist college students who face food and housing insecurity and access to resources to meet other basic needs. A recent article I wrote on the subject, published by SchoolHouse Connection, and entitled “Launching a Program for Food and Housing Insecure College Students: A Step-by-Step Approach”, can be found here.

Rounding Third Leadership Blog #33: Tribute to Mike Buckley

Mike Buckley, a beloved infectious disease physician and outstanding leader for many years at Penn Medicine and Pennsylvania Hospital, died on April 9, 2022.  Mike was a colleague of mine at Penn in the 1990’s.  More recently, we served together on the Board of Philadelphia Youth Sports Collaborative.  Mike was a consummate gentleman and inspiration to all.  In tribute, I am posting an article I wrote about Mike 20 years ago, which you can read below.

Mike Buckley: Moriarity’s Gift

“You know, Mr. Buckley, I don’t think this will work out.”  A defining moment for young Mike Buckley, a promising Olympic caliber swimmer.

Most young men were jockeying to get out of the Vietnam War in 1968. Not Mike Buckley.  He wanted to win a bid to the Mexico City Olympics in the Fall of that year. He would “Go for the Gold” and then return, six weeks late, to begin his first year at Yale Medical School.  But, the Medical School Dean would have none of it.  Buckley had been an undergraduate English major at Yale.  The Dean pointed out that, with only limited scientific training, Buckley would face a tough bio-chemistry course behind the rest of the class.  If he enroll at Yale Medical School, the imperious Dean said, Buckley would have to forego his dream of swimming in the Olympics.

Mike Buckley’s road to becoming an Olympic class athlete was not preordained.  True, athletics was in his genes.  Buckley’s dad played football and basketball in high school.  His uncle was a starter on Boston College’s  NCAA hockey championship team and was drafted to play professional baseball.  Mike played football, basketball and baseball in high school at Malvern Prep.  Swimming was secondary.  He was only a club swimmer in the summers, and Malvern didn’t even have a pool when Mike entered high school.  

Mike’s dad told him after his freshman year at Malvern that he couldn’t afford private school.  Mike would have to switch over to public school for his sophomore year.  Malvern, not wanting to lose a good athlete and fine student, offered Mike a partial scholarship.  That swayed the day.  By chance, Mike’s return to Malvern coincided with the school’s decision to construct a new swimming pool.  So, Mike joined the Malvern swim team too.  Without the scholarship and pool, Mike would never have had an Olympic dream.  

The Olympic dream came much later.  Buckley was an average breaststroker during most of high school.  While he was slowly grewing into his 6 foot plus frame, Malvern had another hot breast stoker, Mark McKee, who drew all the attention.  McKee was very short in stature, but Mike noticed his perfect form and replicated it.   Finally, during his senior year (‘63-’64), Buckley’s  “mediocre” times in December started to drop -- precipitously. On February 4th,  he set a National Prep School record in the 100 yard breast stroke (1:03.9 min.), cutting more than 5 seconds off his December time.

But, Buckley’s peak was too late in the season for him to draw any attention from college recruiters.  Earlier in the fall Mike and his dad visited Amherst College in Massachusetts, then his first choice. At his dad’s suggestion, they stopped in New Haven on the way home.  When Mike saw the Yale pool, he changed his mind and decided to apply to Yale.  Mike’s dad wrote Yale’s swim coach, Phil Moriarity.  No interest.  Then, after Mike’s record-setting time in February, Moriarity called.  He wanted Mike to interview at Yale immediately.  Moriarity even accompanied Mike to the interview.  (Mike recalls that what really sold him on Yale was his Sunday overnight stay with some upper classmen.  They played bridge in their cozy room and watched the Beatles on Ed Sullivan. Mike laughingly recalls that he never played bridge again at Yale!)

When he was accepted to Yale that spring, Buckley had no idea that he had been recruited to one of the best assemblages of swimming elite in the nation.  Don Schollander won 4 gold medals at the Toyko Olympics in October of 1964.  He joined the Yale swim team the following January.  Bill Mettler, another 1964 Olympian, matriculated with Schollander.  Coming out of nowhere compared to these Yale recruits, Buckley was dubbed “Moriartiy’s Gift”.  The Yale team won every meet during Buckley’s 4 year tenure (“except one meet by one point to Army”), including a streak of 120 straight.  His senior team came in second in the NCAA Championship (first overall in men’s swimming, but losing out to Inidiana after taking into account the diving events which were then included). 

Buckley hit his stride at Yale.  He swam in the World University Games in 1967 and then won the silver medal in the 100 yard breast stroke at the NCAA Championships in 1968, losing by just 1/100th of a second.  His times in the 100 and 200 yard breast stroke were consistently among the best in the country.  Everyone assumed he would make the Olympic team.  Everyone except the Dean of the Medical School.  He didn’t seem to care.   

Mike’s father had wanted to be a doctor.  World War II intervened, and when the senior Buckley returned from that war, he could not afford medical school and had to go to work instead.  Inspired by his dad, Mike badly wanted to be a doctor from an early age.  The Dean’s reaction was devastating.  Mike’s lottery number for the Vietnam draft was #35.  He could train for the Olympics all summer and go to Mexico City and compete.  However, he would most certainly be drafted after the Olympic Games and have to put a hold on his medical career, just as his father had.  Or, he could give up his Olympic dream and become a doctor.  He chose medicine.  After his meeting with the Dean, Buckley walked back to his room, alone, in tears.

It was an agonizing summer. Buckley watched the Olympics from the basement of the Medical School.  He watched as his roommate at the World University Games, Carl Robie, won the gold in the butterfly.  Robie had lost in the 1964 Olympics, but he dropped out of law school to pursue his dream in 1968.  Buckley had beaten all three breast strokers who made the Olympic team during his senior year.   He watched as one of them won the gold medal in Mike’s event.  It nagged at him.  Why hadn’t he pursued his dream?

Dr. Michael Buckley is Chairman of the Department of Internal Medicine and interim Chief Medical Officer at Pennsylvania Hospital, Vice Chair of Medicine at the University of Pennsylvania Health System and Clinical Professor of Medicine at the University of Pennsylvania Medical School.  He is regarded as tops in his field of Infectious Diseases.  He cuts a tall, handsome figure.  He wears a broad, genuine smile.  He communicates and listens well.  I sat with Mike in his well-appointed, sun-drenched office at Pennsylvania Hospital, looking out his surrounding windows at the exquisitely groomed courtyard which fronts this historic site of the nation’s first hospital.  I wondered.  Thirty-two years later.  This obviously successful, professional gentleman is still talking passionately about the defining moments earlier in this life with a strange mixture of regret and satisfaction. 

The moment was not lost on us.  The experience of giving up his Olympic dream clearly helped forge Mike Buckley’s approach to his profession.  Near the end of that non-Olympic summer of 1968, an article appeared in New Haven about Mike’s choice of medical school over the Olympics.  His Medical School adviser, Larry Picket, a former college athlete, was outraged.  Why had Mike accepted the Dean’s decision with so much at stake?  If it was that important, why hadn’t he pushed harder?  Now, the experience permeates Buckley’s management and decision making philosophy.  If there is an important decision to be made, Buckley looks at every possible option and “doesn’t take no for an answer” if he knows the answer goes against what “his gut feels is wrong”.  He cites his decision to join with the Penn Health system when Pennsylvania Hospital chose Penn as its corporate partner a few years ago and his decision to return to Pennsylvania Hospital as Chairman of the Department of Medicine in 1999 as cases in point.

While perhaps regretful, Mike Buckley is not bitter about the Olympics. Doctor Buckley has been the physician representing U.S. Swim Teams to help prepare for Pan-Pacific, World and Olympic Games. The awards commemorating his stints as U.S. Swim Team physician sit proudly next to his NCAA medal .

Sally, his wife, and their three children, stood proudly next to Mike this past fall at his induction into the Malvern Prep Hall of Fame.  A fitting tribute to a great role model for all three children, each one also an athlete.   Emily, 26, was captain of the Harvard Women’s Swim Team. Carrie, 23, was a high school swimmer. Brian, 19, now a Penn freshman and three sport star at Malvern Prep, was winner of the Markward Club Award as the Inter-Ac Conference scholar-athlete.  

Mike coached his three children to set their athletic goals carefully and realistically.  He considers participating at the collegiate varsity level “a rare opportunity” to meet people, travel and enjoy team camaraderie. But, he stressed to his children that not everyone has the talent or opportunity to compete at the collegiate level, and it is important to have other non-athletic goals as well.  Mike also promoted the credo that, whatever the goal, “sport teaches preparation” to achieve that goal.  

And, as his son, Brian, says, “It seems as if my dad is prepared for everything”.  

Rounding Third Leadership Blog #32: Race to Social Justice Podcast

I am pleased to announce EPISODE NINE of The Race to Social Justice Podcast series produced with my colleague, Keva White.  Our podcasts feature “courageous conversations” about race and social justice.  You can listen to them on Spotify, Apple Podcasts, Stitcher, Soundcloud or watch AND listen on YouTube

EPISODE NINE:  JILL MERIWEATHER, KANSAS CITY CLASS

Episode #9: Jill Meriweather describes how her mother’s mentoring and early church education gave her pride in being a Black woman and the inspiration to apply to Harvard and dedicate her life’s work to childhood education.  In the process, she gives us a tutorial on contemporary issues of race.   

If you are enjoying these podcasts, please consider subscribing to our YouTube Channel and forwarding a link to our podcast to friends and colleagues you think might enjoy them too.

Rounding Third Leadership Blog #31: Race to Social Justice Podcast

I am pleased to announce EPISODE EIGHT of The Race to Social Justice Podcast series produced with my colleague, Keva White.  Our podcasts feature “courageous conversations” about race and social justice.  You can listen to them on Spotify, Apple Podcasts, Stitcher, Soundcloud or watch AND listen on YouTube

EPISODE EIGHT:  ERIC DOUGHERTY, HOW A COP COPES 

Session #8:  Eric Dougherty, a law enforcement officer from Washington State takes you with him right into the neighborhood, sharing the choices he has to make in policing, and candidly describes what “reform” should look like in reaction to the “Defund the Police” narrative.   

If you are enjoying these podcasts, please consider subscribing to our YouTube Channel and forwarding a link to our podcast to friends and colleagues you think might enjoy them too.

Rounding Third Leadership Blog #30: Race to Social Justice Podcast…Courageous Conversations

I am pleased to announce EPISODE SEVEN of The Race to Social Justice Podcast series produced with my colleague, Keva White. Our podcasts feature “courageous conversations” about race and social justice. You can listen to the podcasts on Spotify, Apple Podcasts, Stitcher, Soundcloud or watch AND listen on YouTube (links below). While you’re here, we’d love for you to subscribe to our YouTube channel.

EPISODE SEVEN:  ANA AND TED MCKEE

Ana Pujols McKee, M.D., a nationally-prominent physician executive whose Puerto Rican parents cherished her as a person of color, and The Honorable Theodore (“Ted”) McKee, a Black Chief Judge of the federal Third Circuit Court of Appeals, share how their education and career paths overcame discriminatory obstacles and how discriminatory practices continue to impact their professions.

Finally, if you are enjoying these podcasts, please consider subscribing to our YouTube Channel and forwarding this email along to friends and colleagues you think might enjoy these conversations.

Rounding Third Leadership Blog #29: Race to Social Justice Podcast…Courageous Conversations

I am pleased to announce EPISODE SIX of The Race to Social Justice Podcast series produced with my colleague, Keva White.  Our hour-long podcasts are “courageous conversations” about race and social justice. You can listen to the podcasts on Spotify, Apple Podcasts, Stitcher, Soundcloud or watch AND listen on YouTube (links below). 

EPISODE SIX:  CLINTON DREES 

In this episode, we interview Clinton Drees, an active member of the Philadelphia LGBTQ community and educator, speaks candidly about how as a young man he navigated within anti-gay environments and describes the variety of, and dynamics within, the “alphabet” of people in the LGBTQ+ community.

Rounding Third Leadership Blog #28: Race to Social Justice Podcast…Courageous Conversations

I am pleased to announce EPISODE FIVE of The Race to Social Justice Podcast series produced with my colleague, Keva White.  Our hour-long podcasts are “courageous conversations” about race and social justice.  Our guests are personal, honest, authentic and compelling. You can listen to the podcasts on Spotify, Apple Podcasts, Stitcher, Soundcloud or watch AND listen on YouTube (links below). 

EPISODE FIVE:  SHA “GOLDIE PIPES” 

In this episode, we interview Sha Alheem, a singer/songwriter from Houston. “Goldie Pipes”, as he is called, describes how his rich music repertoire and varied style has deep roots in his family; the gospel, soul, blues and rock music he heard growing up; and slavery and African drumming. Enjoy a few examples from his new album too!

Rounding Third Leadership Blog #27: Race to Social Justice Podcast…Courageous Conversations

I am pleased to announce EPISODE FOUR of The Race to Social Justice Podcast series produced with my colleague, Keva White.  Our podcasts, each about an hour long, are “courageous conversations” about race and social justice.  Our interviews with each other and our guests are personal, honest, authentic and, we believe, compelling. You can listen to all the podcasts on Spotify, Apple Podcasts, Stitcher, Soundcloud or watch AND listen on YouTube

EPISODE FOUR:  MARION BIGLAN

Marion, an executive coach, talks candidly about growing up white in the south, her work as founding executive director of Teach for America in Chicago and her transformative work teaching white people about racism and diversity, equity and inclusion.

Rounding Third Leadership Blog #26: Race to Social Justice Podcast…Courageous Conversations

I am pleased to announce EPISODE THREE of The Race to Social Justice Podcast series produced with my colleague, Keva White.  Our podcasts, each about an hour long, are “courageous conversations” about race and social justice.  Our interviews with each other and our guests are personal, honest, authentic and, we believe, compelling. You can listen to all the podcasts on Spotify, Apple Podcasts, Stitcher, Soundcloud or watch AND listen on YouTube

EPISODE THREE:  TIM MASSAQUOI

In this episode, we talk to Tim Massaquoi, a retired NFL player and founding social worker at KIPP High School in Camden, NJ, about his race experiences growing in a Black environment in Newark, NJ and a White environment in Allentown, PA and as an elite athlete and professional counselor to traumatized youth.  

Rounding Third Leadership Series #25: Race to Social Justice Podcast - Courageous Conversations

I am pleased to announce EPISODE TWO of The Race to Social Justice Podcast series produced with my colleague, Keva White.  Our podcasts, each about an hour long, are “courageous conversations” about race and social justice.  Our interviews with each other and our guests are personal, honest, authentic and, we believe, compelling. You can listen to all the podcasts on Spotify, Apple Podcasts, Stitcher, Soundcloud or watch AND listen on YouTube

EPISODE TWO:  JOHN KEPNER

In this episode, Mr. White interviews me, digging into my race-related personal and career experiences.  I am a 75-year-old retired health care executive/consultant/lawyer who, though a progressive “child of the ’60’s”, has only recently come to grips with the benefits of white privilege.  

"Rounding Third Leadership Series #24: New Race to Social Justice Podcast…Courageous Conversations"

I am pleased to announce The Race to Social Justice Podcast series produced with my colleague, Keva White.

Our podcasts, each about an hour long, are “courageous conversations” about race and social justice.  Our interviews with each other and our guests are personal, honest, authentic and, we believe, compelling. 

You can listen to all the podcast on Spotify, Apple Podcasts, Stitcher, Soundcloud or watch AND listen on YouTube.

A description of them follows: 

Episode One: Keva White, “The Black Guy”

In the kick-off podcast, Keva White, “The Black Guy” (interviewed by John Kepner, “The White Guy”) explores his early years in a tough Brooklyn neighborhood, the challenges of an all-white high school and college and other critical underpinnings of his calling to promote racial justice knowledge through education. 

Episode Two:  John Kepner

Mr. White digs into the race-related personal and career experiences of John Kepner, a 75-year-old retired health care executive/consultant/lawyer who, though a progressive “child of the ’60’s”, only recently has come to grips with the benefits of white privilege.   

Episode Three:  Tim Massaquoi

Tim Massaquoi, a retired NFL player and founding social worker at KIPP High School in Camden, NJ, shares his race experiences growing in a Black environment in Newark, NJ and a White environment in Allentown, PA and as an elite athlete and professional counselor to traumatized youth.  

Episode Four:  Marion Biglan

Marion Biglan, an executive coach, talks about growing up white in the south, her work as founding executive director of Teach for America in Chicago and her current transformative work teaching white people about racism and diversity, equity and inclusion. 

Keva and I believe in what Keva calls “The K Factor”, with “K” standing for “knowledge”.  Imparting knowledge through honest discussion of race has been transformative in helping each of us and our guests in our personal journeys in addressing racism.  We hope these podcasts will help you in the same way.

"Rounding Third Leadership Series #23: Racial Justice - Putting ‘Eggs’ into Three Baskets"

I have a practice of sorting complex issues into “baskets”.  It helps me decide how much time, emotional energy and action – my “eggs”, if you will - to put into them.  Using this method, I compartmentalized my reaction to the national racial awakening this past summer into three “baskets”.    

Into the first basket – my “personal basket” - went honest feelings and undeniable biases about race and how growing up White in America had advantaged me.  The basket is filled with overt and subtle public and private narratives I had been exposed to from birth.  What new insights I learned about the history of systemic racism and its impact on our country went into this basket too.  I began to see events and issues through a new lens.  I topped off the basket with a recognition of responsibility to take action to advance anti-racism. 

The second basket is marked “leadership”.  I filled this one with the belief that like-minded non-profit leaders can and should work together to promote anti-racism in the organizations they oversee.  Into this basket went a conviction that what is required is a multi-faceted, holistic approach which addresses every aspect of how an organization conducts its work.  This goes beyond recruiting a diverse board and issuing statements of support for diversity, equity and inclusion to transforming practices, procedures, programs and culture and ensuring that solutions generated are persistently re-enforced to prevent regression to past practices. 

The third basket is “grass roots”.  Rather than retreat into the convenient bromide that an individual or small organization can’t “move the needle”, why not take the view that thousands of individuals and organizations across the country can make a difference nationally?  Why not actively resist the temptation to allow the “tyranny of the urgent” to take over and make antiracism a personal and organizational responsibility and value?  This basket has even more eggs:  engaging in honest and courageous conversations; further educating ourselves; intentional listening; what we tell our children; how we vote; who we hire; what we lobby for; what we march in favor of; who we network with.  Those eggs, hardboiled and unbroken, can make a collective difference.  

"Rounding Third Leadership Series #22: Racial Justice - COVID-19 Summer Notes"


These are my “notes” composed over the pandemic summer in reaction to the current national racial justice movement.  I share them with the hope that they may help readers who are experiencing their own awakening to racism.  They include links to readings and videos for those who would like to “go deeper”.  

I am grateful to my friends Judy Neely and Keva White for their help with this.  Judy led a study group on Robin DiAngelo’s book, White Fragility, and added helpful suggestions. Keva, a Fenway network colleague who teaches a wide range of courses on diversity, equity and inclusion and cultural competence, has allowed me to borrow some of his insights and reference materials.  Here his profile for those of you interested in his expertise on the subject:       

https://www.fenwaymanagementadvisors.org/keva.  

*****
Swimming Naked 

Only when the tide goes out do you discover who’s been swimming naked.” - (Warren Buffett)  

The murder of George Floyd uncovered for white people the naked truth about racism in policing we all knew existed, but never did anything about it.  There is so much more to learn beyond the inconvenient truth that some policing practices can be harmfully racist and need reform.  We must resist allowing criticism of the “defunding” narrative to divert attention from the naked core cause: racism, and look to well-reasoned approaches to address the problem.  For example, see this article written by Black police officer David Hughes, “Re-fund The Police, Smarter”, NY Times, p. A-25 (7/17/2020),

*****
“Low-Hanging Fruit”

My wife, Mimi, used to sit close to the ocean to keep a close eye on our young sons swimming in the surf.  Her sister, Mary Ellen, would sit and worry with her.  When a big wave approached, Mary Ellen’s voice would raise an octave as she shouted, “Watch out, here comes ‘Mr. Big’!”

We are now swimming in the calm surf by taking down racist statues and dropping the names of racist figures and by well-meaning organizations issuing anti-racist statements.  While important, these actions are the “low hanging fruit”.  The “Mr. Big” issues – the really tough ones – keep pounding the beach.  The list of structural racism practices we need to upend is so, so very long.  Here’s just a partial one: 

  • What about rewriting and reteaching history to tell – honestly - our country’s story of racism?  

  • The contrast between the physical plants of the Philadelphia schools I have visited to those I am used to seeing in the suburbs is stark.   How will we reform the funding of public schools? Vermont did it over 20 years ago.  https://en.wikipedia.org/wiki/Act_60_(Vermont_law)

  • I watched the documentary “13TH” a while ago, and wondered how we will ever reform our prison system.  We learn from the film right off that with only 5% of the world’s population, American has 25% of the world’s prisoners and they are disproportionately Black.  

  • Systematic real estate development, local government and federal housing policies and practices have excluded affordable housing in the suburbs for low income Black families; and although “most African-Americans are not poor[,] working- and middle-class Black families whose incomes are too high to qualify for existing subsidies are also excluded from neighborhoods … because of their race.”  Richard Rothstein, “The Black Lives Next Door”, The New York Times, Sunday Review, p. 6, 8/14/20, 

  • While COVID-19 has starkly revealed the disparities in the way people of color are treated under our health care system, that issue has been studied and well-known for years in health care circles.  Yet, while I was in the health care provider industry my whole career, I never knew until I saw a recent NBC News report that there is a need for more Black women psychiatrists to help Black women patients. 

  • The 2012 U.S. Supreme Court decision which upheld Obamacare also struck down the provision that require states to expand Medicaid.  Many states declined to expand Medicaid.  To make matters worse, the federal government then allowed states to take Medicaid coverage away from people not engaging in work or work-related activities for a specified number of hours per month.  The combined effect has been to systematically undermine access to important health care for many African Americans without appreciably promoting employment, a situation made even worse by the pandemic.  For more detail on this subject, see this August 12, 2018 report from the Center for Budget and Policy Priorities.

  • Only recently have we heard public discussion about whether and how to structure and finance meaningful reparations for the past sin of slavery.  Ta-Nehisi Coates, The Case for Reparations, The Atlantic, June 2014.

This list only scratches the surface.  Systematic racism, with its many manifestations, seems overwhelming.  I am not sanguine about our nation’s ability to appreciably “move the needle” in my remaining lifetime despite recent polls which show a dramatic shift in popular support for Black Lives Matter, https://www.pewsocialtrends.org/2020/06/12/amid-protests-majorities-across-racial-and-ethnic-groups-express-support-for-the-black-lives-matter-movement/.  

One columnist put it this way:

“Against this backdrop of half-measures and outright hostility [in reaction to changing names, taking down statues, diversifying board rooms, shifting law enforcement resources], it’s easy to envision that the momentum for progress on racial justice will soon be squandered.  But it needn’t be.  To redress systematic racism, America needs to create conditions for systematic reform.  …Transformational change would entail a new opportunity agenda that confronts the root causes of structural racism.”

Susan Rice, “Take the Next Step Towards Racial Equality,” The New York Times, p. A23 (July 22, 2020),

Another commentator put it this way:

“But can we change?  History and culture are against it.  Another one of our great national addictions is convenience fueled by the expectations that things essential for daily living be made cheap, easy and painless.  Racism is a form of convenience, in the sense that it’s designed to make life easier for its beneficiaries.  So is white privilege – the phenomenon of not having to think about the costs of oppression, or about Black people at all.”

Erin Aubry Kaplan, “Everyone’s an Antiracist.  Now What?”, The New York Times, p. A19 (July 6, 2020),

Keva White adds that, looking back, the civil rights movement of the 1960’s was but a “moment” in time.  “Black Lives Matter won’t ‘matter’ five or ten years from now if there isn’t transformative, sustainable action – legislation – to curtail the detrimental effects of government-enabled racist practices.” 

An optimist by nature, I’m fighting to stay hopeful.  

*****
The Fizzle Effect

Like many Americans, I have been participating in formal and informal discussion groups, some with Blacks and whites and others with just whites.  Some have been awkward and difficult, but I’m glad this is happening.  I can’t recall anything quite like it.  I believe we need to be open to listening and commit to active listening.  As one fellow Black board member said, “Listening is not enough.  We need to learn from listening.  And, we need to process what we learn into action”.  Listening, learning and action have the power to transform our own lives, our interactions with others and what we tangibly do to advance anti-racism. My colleague added that it will be “tough … and heavy”.  True, I thought.  Then I thought:  If we multiply our individual actions across millions of white people across the country, maybe dramatic, transformative change can occur.  

However, I am worried about what Keva calls the “fizzle effect”; i.e., that group and national conversations about racism will fade as other public events take over our collective conscience (just like the killing of little children and teachers at Sandy Hook hasn’t resulted in meaningful gun legislation).

*****
“Hope is Not a Strategy”

The Philanthropy Network of Greater Philadelphia sponsored a program on White Supremacy with Marcus Walton who heads up Grantmakers for Effective Organizations, https://www.geofunders.org/related/marcus-walton.  He made some good leadership points:

  • The term “White Supremacy” triggers anxiety for white people, but we have to overcome that anxiety.  Philanthropic organizations need to be brave to change.  

  • “Whiteness” is a better term to use than “Whites” or “White People” when discussing white attitudes towards racism.  Understanding racism isn’t about identifying as “White”.  It’s about “whiteness”; i.e., the perpetuation of the political/cultural norms which have given whites privilege and denied resources to Blacks and other minorities.

  • Real change won’t result from changing hearts and minds, important as that may be; it will come from dismantling imbedded racist practices.  

  • The focus for changing racist practices should be on becoming “race-centered” in perspective; i.e., understanding that many factors (e.g., gender, wealth, age, geography, culture) influence racial practices.

  • There is no cookie cutter approach.  “We haven’t figured this out yet.”  Therefore, as we try to do so, we will make mistakes.  Black and white people should work together to figure out where the gaps are and then find ways to reconcile.

  • White volunteer board members of non-profits have barriers to overcome.  They have positional power, operate from a position of privilege, are busy with other priorities and have unspoken biases and fears just like everyone else.  A tactical “screwdriver” approach using “intentional analysis” is better than a “hammer” approach in getting them to become self-aware and understand what they don’t yet know about racism. 

  • “Adaptive Leadership” is a key.  Foundation leaders need to shift their mindset from looking at grant making as transactional to “trust-based” grant-making with the non-profits they fund; i.e., foundations should “set the table” by asking questions to the organizations “that do the work” and being open to learning from them how to effect change.  We have to “imagine” what change would look like and work collaboratively to achieve it. 

In making the above points, Mr. Marcus reminded listeners that “hope is not a strategy”.  As noted above, action is needed to change racist practices.  As he was making this point, I kept thinking that “hope” is important in another sense.  Leaders need to believe that changing anti-racist practices can be accomplished, that the work they do will matter.  Here are some reasons for hope:

  • “This Does Feel Different”:  Many people I respect of both races have been saying this.  More white people than I would have expected appear to be honestly self-reflecting and learning about the impact of racism on their own attitudes.  The kind of open dialogue I have heard is tangibly different from anything I’ve experienced going way back to the Civil Rights movement.  

  • Sharing Experiences:  Keva believes that uncovering of “hidden histories” is a good way to educate whites about racism.  “If you didn’t live in New York City in the ‘70’s, John, you would not be aware of the Rosedale Housing issue.  I grew up 10 minutes away from Rosedale.  It’s impact still resonates with me today.”  Take a look at this video to see what he means:  

Rosedale Queens Housing Discrimination: https://www.youtube.com/watch?v=nrVdaxDgr2g&t=9s

So did the Black Power salute Tommy Smith and John Carlos gave a at the 1968 Olympic Games. 

In both cases, white mainstream American reaction was very negative.  Today our attitudes are still influenced by what we see and hear in the media, but the media is now multi-media and immediate.  Colin Kaepernick’s “taking one knee” during the National Anthem before an NFL game in San Diego quickly became viral and controversial.  

Unlike the Ali and Smith/Carlos era protests, Kaepernick is just one of many prominent voices.  There has been a steadily increasing role played by prominent Blacks in positively influencing public opinion and culture through elected officials, professional news reporting, business leadership, board roles, movies and TV programs.  Entertainment and sports figures like Malcolm Jenkins are using their platforms to speak out persuasively about racial justice like never before.  https://www.youtube.com/watch?v=zReNJQcPp-E.  Present and former Major League Baseball players have formed The Players Alliance to publicly support of Black Lives Matter.

White people are listening and learning.  

  • Soul of America:  I read Jon Meachem’s book, Soul of America, before the current national focus on racism, but still lean back on its hopeful theme.  Meachem traces horrible chapters in our nation’s history, including racism in particular, and demonstrates how we somehow (in our “soul”) have had the capacity to find our “better angels” to turn our nation back in the right direction.  History shows us that there will be steps forward, then steps backward, then mores forward, but with an upward trajectory. 

  • Other Movements:  There are other major social justice movements and moments (e.g., election of a Black President, Me Too Movement, legalization of gay marriage, elected women officials) that give hope.  From them we have seen that public opinion can turn quickly, allowing change.  

  • Demographics:  In less than 25 years, it is projected that white people will no longer be the majority of our country’s population, and there are even signs that diversification is accelerating faster than expected (see HERE).  It stands to reason that our politics and culture will change with it.  

  • Economics:  I think America will eventually figure out that the equitable provision of resources to Blacks so they can succeed in our society will have economic benefits for all.  Why in the world would we not want to harness the intellectual and human resource capital of Blacks for the economic gain of all?  

  • Youth:  I asked my granddaughter Lily, a sophomore in college, why there were so many young whites joining with Black youth in the demonstrations across the country.  She responded, 

“We grew up in the wake of 911 and came of age during Obama’s presidency which was full of hope.  We’ve been dealing since then with the opposite.  We will be voting.  We hold people accountable through social media and person-to-person. We will make a difference.”  

*****
“It’s Economics, Stupid”

Economic inequality is another “Mr. Big”.  Many white people have been conditioned to view Blacks as “poor” in a negative way without a fundamental understanding of the underlying racist causes of urban poverty.  (See Keva White’s course on “Understanding Urban Poverty”,).  Now, it seems mainstream media stories are … finally … pointing out the glaring Black/White wealth gap in this country and the structural reasons behind it.  Some examples follow: 

Ron Allen, NBC News, 7/2/20, addressing why so few Black families have wealth (lack of intergenerational wealth, student loans, lower wages):

“Having capital gives you breathing room.  If you don’t have it, you’re not breathing, you’re suffocating.”

David Leonhardt, “The ‘Invisible Men’ Problem, NY Times, 6/25/20, The Black-white income gap is as big as it was in 1950. 

“That’s remarkable. Despite decades of political change — the end of enforced segregation across the South, the legalization of interracial marriage, the passage of multiple civil rights laws and more — the wages of black men trail those of white men by as much as when Harry Truman was president. That gap indicates that there have also been powerful forces pushing against racial equality.”

David Leonhardt & Yaryna Serkez, “American Exceptionalism”, NY Times, 7/5/20, p. 11:

“It is no surprise that the median Black family had roughly one-tenth of the wealth of a white family as of 2016.  The gap not only limits education and career options, it’s also a source of gnawing anxiety about how the bills will get paid in the event of a job loss or costly illness – setbacks facing millions of families, again disproportionately Black during the COVID-19 pandemic.

“Nearly half of Black households have limited access to retail banking services, or none at all.  And Black customers who have bank accounts pay more - $190 more for a checking account – compared with white customers, according to one study.  That’s because banks in communities of color generally require higher opening balances and minimums to avoid fees, and they charge more for A.T.M. transactions and overdrafts.  Seemingly small differences in bank fees pay off handsomely for the industry.”

The 1 Percent” documentary by Jamie Johnson boldly demonstrates the nature and impact of the wealth gap in our country: 

*****
Patience 

During a zoom call with a group of whites a friend said she had participated earlier in the week in a zoom call sponsored by the national Episcopal and Lutheran churches.  A church leader on the call had counseled patience because dramatic change is hard and takes time given the obstacles.  

I reminded my friend of Dr. Martin Luther King’s remarks about patience in his letter from the Birmingham jail (emphasis added):

We know through painful experience that freedom is never voluntarily given by the oppressor; it must be demanded by the oppressed. Frankly I have never yet engaged in a direct-action movement that was ‘well timed,’ according to the timetable of those who have not suffered unduly from the disease of segregation. For years now I have heard the word ‘Wait!’ It rings in the ear of every Negro with a piercing familiarity. This ‘wait’ has almost always meant ‘never.’ It has been a tranquilizing Thalidomide, relieving the emotional stress for a moment, only to give birth to an ill formed infant of frustration. We must come to see with the distinguished jurist of yesterday that ‘justice too long delayed is justice denied.’ We have waited for more than 340 years for our constitutional and God-given rights. The nations of Asia and Africa are moving with jet like speed toward the goal of political independence, and we still creep at horse and buggy pace toward the gaining of a cup of coffee at a lunch counter. 

“Perhaps it is easy for those who have never felt the stinging darts of segregation to say wait. 

“But when you have seen vicious mobs lynch your mothers and fathers at will and drown your sisters and brothers at whim; 

“When you have seen hate-filled policemen curse, kick, brutalize, and even kill your black brothers and sisters with impunity; 

“When you see the vast majority of your 20 million Negro brothers smothering in an airtight cage of poverty in the midst of an affluent society; 

“When you suddenly find your tongue twisted and your speech stammering as you seek to explain to your six-year-old daughter why she can’t go to the public amusement park that has just been advertised on television, and see the tears welling up in her little eyes when she is told that Funtown is closed to colored children, and see the depressing clouds of inferiority begin to form in her little mental sky, and see her begin to distort her little personality by unconsciously developing a bitterness toward white people; when you have to concoct an answer for a five-year-old son who is asking in agonizing pathos: ‘Daddy, why do white people treat colored people so mean?’ 

“When you take a cross country drive and find it necessary to sleep night after night in the uncomfortable corners of your automobile because no motel will accept you; when you are humiliated day in and day out by nagging signs reading ‘white’ men and ‘colored’ when your first name becomes ‘nigger’ and your middle name becomes ‘boy’ (however old you are) and your last name becomes ‘John,’ and when your wife and mother are never given the respected title of ‘Mrs.’, when you are harried by day and haunted by night by the fact that you are a Negro, living constantly at tip-toe stance, never quite knowing what to expect next, and plagued with inner fears and outer resentments; 

“When you are forever fighting a degenerating sense of ‘nobodiness’—then you will understand why we find it difficult to wait. 

“There comes a time when the cup of endurance runs over, and men are no longer willing to be plunged into an abyss of injustice where they experience the bleakness of corroding despair. I hope, sirs, you can understand our legitimate and unavoidable impatience.”

Many of the types of oppression Dr. King described still exist today, over a half century later.  Since the Civil Rights Movement of the 1960’s, the Civil Rights Act of 1964 and Voting Rights Act of 1965 and Great Society programs enacted during the Lyndon Johnson years, the political narrative has focused on the middle class and waging war.  As I see it, suggesting that Black people should be patient for change is just another way white people rationalize their own inaction.  After 400 years, white society can’t realistically expect the Black community to be patient.  

*****
Responsibility 

What can leaders do to meaningfully address racism?  As noted above, it’s important to translate active listening into learning and then learning into action.  Part of the learning process is to admit, with humility, that your organization (and you!) have not addressed racism in a meaningful way and that your own inbred attitudes towards Blacks, shaped by years of living in a racist society, may have influenced your past actions and, most likely, your lack of attention to the impact of racism.  Then, assume the responsibility of taking meaningful steps to eliminate racism.  This means owning the issue as a top priority, executing actions effectively in a sustainable way and being accountable, just like any other personal or business imperative.   

I am fortunate to serve on the board of a non-profit foundation which over the better part of 2019 reexamined its vision and mission through a social equity lens.  We committed as an organization “and as individual board members” to “recognize that the roots of inequity run deep in our society, and we strive to understand our own roles in sustaining structural inequity.”  https://healthspark.org/history  For board members who are white, myself included, this represented a leap from being theoretically opposed to racism to recognizing our own role in perpetuating structural racism through our inbred bias, actions and inactions and doing something about it in the way we make grants, manage our investments, recruit new board members, hire consultants, honestly talk to each other and, I hope, much more. 

There is, of course, no cookie cutter approach because organizations are different, and actions taken need to be consistent with the organization’s mission although it may very well mean a reexamination of that mission.  It may take a wholesale equity audit of all practices and creative thinking.  It’s not just about recruiting a more diverse board or having non-discriminatory hiring practices.  I suspect it will take innovative solutions and courage to take risks.  If it’s easy, ask seriously whether you are doing the right thing or doing enough. 

Here are a few ideas I’ve written about in previous “Rounding Third” blogs.  The first is from my April 23, 2018 blog, "Rounding Third" #12: "My Black Playmate Next Door":

“…the calls of well-intentioned leaders for board, executive and employee diversity are not enough.  Neither is hiring a minority person to a top HR position. Recruiting people of color (and other minorities) to board and executive positions isn’t either.  White leaders must first learn about and appreciate the underlying causes and effects of racism, poverty and white privilege in this country, and they must honestly identify and confront their own subliminal biases.  Without these foundational understandings, there will be no personal leadership commitment to, or basis for, transforming organizations to eliminate discrimination and capture the full value that comes from a diverse board, executive team and creative workforce.”  

The second is from my January 23, 2019 blog, "Rounding Third Leadership Series #17: We Can't Give Them Both Offers":

“Inspired leaders lead by personal example. A now retired executive friend ran a $1 billion nonprofit health system. In discussions with minority vendors in the surrounding community, he discovered these vendors couldn’t meet the system’s purchasing conditions because the financing they needed to invest in new resources to meet the system’s demand was not available to them. Unwilling to let that be a roadblock, he persuaded the system’s principal bank to lend money to the minority vendors with the system’s backing. The vendors invested the funds as planned, they got the contracts and they performed well.”

It may mean training your board members on diversity, equity and inclusion, boycotting offending business partners, making socially responsible investments, stop hiring white friends and paying them better than a more qualified person of color or rethinking how you market.  It will take authentic leadership commitment.  

***** 
“A Picture is Worth a Thousand Words”

For many Americans and me, the image of the Minneapolis police officer kneeling on George Floyd’s neck as he gasped for the breath of life represents Black oppression.   

 


Another compelling one is the “Equity Image” which demonstrates that providing equal opportunity doesn’t work unless the disenfranchised also have access to equal resources:


 
 

And, the fence the kids are behind represents the obstacles created by institutional racism.  We need to tear them down so the next generation of Black Americans are “in” the game. 

Yet another image describes the “interlocking forces of oppression” that impact Blacks because of systematic racism.  It is the “birdcage” in White Fragility, p. 23, which is attributed to Margaret Frye, The Politics of Reality: Essays in Feminist Theory (Trumansburg, NY: Crossing Press, 1983):

“…If you stand close to a birdcage and press your face against the wires, your perception of the bars will disappear and you will have an almost unobstructed view of the bird.  If you turn your head to examine one wire of the cage closely, you will not be able to see the other wires.  If your understanding of the cage is based on this myopic view, you may not understand why the bird doesn’t just go around the single wire and fly away.  You might even assume the bird liked or chose its place in the cage.

“But if you stepped back and took a wider view, you would begin to see that the wires come together in an interlocking pattern – a pattern that works to hold the bird firmly in place. It now becomes clear that a network of systematically related barriers surrounds the bird.  Taken individually, none of these barriers would be that difficult for the bird to get around, but because they interlock with each other, they thoroughly restrict the bird.”

*****
The Power of Stories

A few people in all-white discussion groups have made the point that we need to learn on our own about racism.  It’s our responsibility and we should not burden Black people to do it for us.  I pushed back, believing from my own experience that honest discussions about racism with Black people who have experienced racism in their own lives has helped me understand and deal with my own innate prejudices.  Here are just a few stories I have personally witnessed recently, each one rooted in institutional racism: 

  • The masters-trained social worker whose high school guidance counselor told him he was not good enough to go to college.  

  • The meticulous steps taken by a father with his family in preparation for being pulled over late at night by state troopers on the NJ Turnpike on the way back to South Jersey from a visit with his elderly mother in New York City.  

  • What it feels like to be followed around a store when shopping.  

  • The worry in the voice of a social service professional who works with abused children when relating how many of those children say they hate white people.  

  • The high school honor student (now a sophomore in college) who did all her high school homework and term papers on a smart phone because her public school didn’t provide laptops and her parents couldn’t afford one.

  • A group of college students raised in the foster care system talking candidly about not being able to go “home” for Thanksgiving or Christmas. 

  • A food insecure mother who gets to her college class just in time from her job only to find she has to park illegally because there are no on-campus parking places left. 

It’s one thing to read about these types of stories or hear them on TV, and quite another to hear them from people you know and respect.  I try to empathize about how these types of experiences would make me feel, but I can’t feel the emotional hurt they must generate for the storytellers.  While some of the listed experiences may happen to white people too, it doesn’t happen to them because of the color of their skin or as a result of the long-term impact of institutional racism.  

*****
“Steve”

I participated in a book group reading “White Fragility” by Robin DiAngelo, PhD, the “hot” book this summer for white people trying to learn about their own racist feelings triggered by the George Floyd murder.  One group member asked if we could talk about our personal relationships with Black people.  Some group members admitted not knowing many (even any) Black people.  Many white people (myself and friends included) live, socialize and worship in mostly white communities.  

I didn’t recall encountering Black people before “My Black Playmate” referred to in "Rounding Third" #12: "My Black Playmate Next Door".  I was 10 years old then.  My mind ran through a list of men and women of color I have met, worked with and, to a lesser extent, socialized with since then.  Then, a Black person I never knew emerged.

My father, Edward Arlington Kepner, died when I was 11 years old.  I have very few memories of him, but three that remain helped shape my views on racism as a young boy.  One I recounted in Blog #12, referenced above.  

The second was a debate my dad and I had on this question:  Who was the greater president, Washington or Lincoln?  He gave me the choice of presidents.  Wanting an advantage, I picked Lincoln because I knew my dad favored Lincoln “because he freed the slaves”.  

When my father was a youngster in Royersford, PA 100 years ago, there was a Black man named Steve who drove a wagon through town.  Steve used to let young “Arlington” ride next to him.  My dad was ridiculed about this by the town’s people who called him “Little Steve”. I tell the story with thanks for Big Steve showing kindness to a little boy and with pride at my father accepting the gift of his name.  You see, my father was called “Steve” for the rest of his life.  And, no doubt, when people asked him how he got the name, it gave him the opportunity to tell them why.  

Other References

  • Keva White, Training Course Power Point: “The Race to Social Justice”, available here:  https://bit.ly/3kFPsVn).

  • Peggy McIntosh, Essay: “White Privilege: Unpacking the Invisible Knapsack”, available here: https://www.racialequitytools.org/resourcefiles/mcintosh.pdf

  • Layla F. Saad, Me and White Supremacy: Combat Racism, Change the World, and Become a Good Ancestor (Sourcebooks, 2010)

  • Debby Irving, Waking up White and Finding Myself in the Story of Race (Elephant Room Press, 2014)

  • Ibram X. Kendi, Stamped from the Beginning: The Definitive History of Racist Ideas in America (Bold Type Books, 2016)

"Rounding Third Leadership Series #21: Director Leadership in Crisis"

The COVID-19 crisis has been a “once-in-a-life-time” experience for everyone, including directors of non-profit organizations, large and small.  I have had the privilege, as a director of three very different non-profits, to observe how several non-profit organizations have reacted to the crisis from various governing board perspectives.  I have also had the fortune of working with a wonderful fellow board member on a presentation on this subject for other non-profit board members.  Many thanks to Larry Berger, former General Counsel to The Philadelphia Museum of Art and, before that, a partner with the law firm of Morgan Lewis for his help.  Our presentation on behalf of Philadelphia Youth Sports Collaborative covers the role of non-profit directors in addressing crises from legal, financial, practical and experiential perspectives.  A link to our presentation is HERE

"Rounding Third Leadership Series #20: Saying "No"

On a long walk through the woods the other day I thought back on memorable professional experiences.  The most impactful ones had things in common. I’ve picked three to illustrate the point. 

  • The CEO of a large health system convened his executive team and outside advisors to decide whether and how to respond to a request for proposal (RFP) from a competing non-profit hospital seeking to be purchased.  Intelligence indicated that the RFP had also gone to several for-profit hospital chains which would be new market entrants and formidable competitors. Conventional wisdom suggested that the health system should submit a preemptive bid to buy and eliminate its competitor.  Instead, the health system took competitive advantage by building a hospital half-way between its urban flagship hospital and the competitor. The new hospital was a huge success. 

  • The most powerful third-party health insurance company in the region informed a small suburban non-profit hospital with very little negotiating leverage that it was drastically cutting its reimbursement rates when its current contract expired.  While there were credible antitrust claims this and other hospitals had, none of them had ever brought suit to advance those claims, fearing protracted, expensive litigation and other reprisals. After careful planning with advisors and an honest discussion with board members, the hospital brought suit on its own.  On the eve of the deposition of the insurer’s CEO, the insurer agreed to reasonable rates and the suit was withdrawn. 

  • A new trustee of a non-profit social service agency was called into his first finance committee to review and approve a deficit budget for submission to the board soon thereafter.  Sensing that management was used to getting “rubber stamp” approval, he voiced concern that management had not yet addressed the tough issues causing the budgeted deficit and told the committee he could not support the budget without a plan to address those issues.  Given the tight time frame and after collaborative discussion, the committee and board voted to approve the budget with two strict provisos: the issues had to be addressed over the coming year and the following year’s budget had to be balanced. Thereafter, balancing the budget became an institutional norm.

Conventional wisdom, circumstances and/or the usual way of doing business would have suggested a different result.  Instead, each organization basically said “wait a minute, let’s think this through”. A disciplined decision-making process was followed that included obtaining blended points of view after looking objectively at the relevant facts and circumstances.  A long-term, strategic view was taken. Important stakeholders were consulted. Consensus was stressed. Ultimately, courage was called upon to say “no”. 

"Rounding Third Leadership Series #19: Trustee Recruitment - Building Your 'Farm Team'"

Non-profit organizational success hinges on having a “major league” trustee board.  That means having in place: the right board size; clear board membership criteria; a well-defined trustee recruitment and orientation plan; access to needed trustee skill sets and expertise; succession planning for trustee term renewals and unexpected resignations; appointment of trustees to committees fitting their expertise and interests; empowering trustees to contribute to decision-making; and a well-run and well-connected governance committee.  

It is also critical to build a reserve of potential qualified trustees to fill current (sometimes emergent) and future board slots.  It’s a delicate process. Potential trustees may not be well-known by existing trustees. There may be few or no trustee openings. Otherwise interested candidates may have time, financial giving, conflict of interest or other constraints.  

Fortunately, there are several ways to build a “farm team” of engaged trustee candidates. 

Board Committees:  Committees are often a good proving ground.  But, avoid appointing prospects to committees which have decision making authority (e.g., an executive committee authorized to act between board meetings); have responsibility for board recruitment (e.g., governance committee); or deal with sensitive information (e.g., finance and audit committee).

Advisory/Auxiliary Groups:  Some non-profits convene volunteer advisory or program alumni groups for fundraising and/or other purposes.  It’s important to charter these organizations carefully so their roles support the organization without ceding authority which runs counter to the board’s responsibilities. 

Community Volunteers:  In this model, a small number of qualified, well-vetted people from the community are recruited for a year to attend and participate in committee and board meetings and community programs sponsored by the organization.  

Single Event Participation:  Volunteer leadership of annual fundraising, advocacy or social events gives prospects the opportunity to contribute in a way which can be managed around other time commitments. 

Ambassadors/Reviewers:  Grant-making non-profits recruit knowledgeable, well-trained volunteers as representatives to community programs they sponsor and/or to perform interim, on-site reviews to see how effectively grantees are using grant money. 

Ad Hoc Studies:  Some organizations ask outside volunteers with subject matter expertise to join ad hoc groups convened to make recommendations to the board on specific issues that cut across board committee roles. 

Pro Bono:  Professionals with specialized marketing, development, financial, legal and other expertise may be recruited to help on a pro bono basis subject to ethical and other professional constraints. 

These constructs should not be initiated unless they fit the non-profit’s game plan in a way which the board concludes will add value.  And, you will need a ready, willing and able “coaching” staff to manage the farm team volunteers, including:  

  • Prospects should be screened appropriately before being asked to join; 

  • Their positions should be meaningful (A-level prospects won’t volunteer unless they believe they add important value to the recipient organization);

  • Expectations need to be carefully managed (be open with prospects about whether or not an eventual board position is in the offing); and 

  • Use the opportunity to test their expertise and commitment and get to know them better.  

A good game plan, well-executed and with good coaching, should position the board to call up its best prospects to the “Majors” when the time is right.