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For Boards of Directors Templates for Boards A Guide to Co-operative Insurance How to Read Financial Statements Keeping track of members in a co-op Everything you need to know about managing records Board Governance Tips for Indigenous Co-operatives Sample Bookkeeper Contract How to write a Board of Directors’ Code of Conduct  Write a compliance checklist How to issue dividends Sample Co-op Equity Statement Member Engagement and Onboarding Guidelines for co-operative elections Filing your Annual Return Co-operative Annual General Meetings Ongoing Capitalization How to allocate your co-op’s profits

Sample Co-op Equity Statement

If your co-op shares its profits with your members, you should also provide members with an…

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How to issue dividends

Disclaimer: This document intends to provide the reader with a basic understanding of the role of surplus…

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Write a compliance checklist

Your co-operative’s board of directors is the primary steward of the business and is responsible for…

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How to write a Board of Directors’ Code of Conduct 

A code of conduct is a tool your co-operative’s Board of Directors can use to hold…

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How to Build a Board Calendar

As a board member, it’s your duty to oversee your co-op’s operations and ensure it’s compliant…

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Sample Board Duties

The board of directors is central to all co-operatives. Boards represent the co-op’s members and oversee…

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How to Waive an Audit

Most co-operatives have to undergo an annual audit. This is a process where an independent third-party…

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Annual Meeting Checklist

The Annual General Meeting (AGM) is an important event for co-ops. It provides a forum for…

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What you need to know for your first AGM

What you need to know for your first AGM Okay, you’ve incorporated – that’s awesome! You’ve…

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Three AGM Resolutions Every Co-op Needs for their Annual General Meeting

AGM resolutions Each year, a co-op’s board must hold an Annual General Meeting (AGM) of the…

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Annual General Meeting Preparation

Chairing an Annual General Meeting (AGM) can be intimidating. All eyes are on you and people…

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Creating a Terms of Reference

Creating a Terms of Reference When finalizing documents for your co-op, you don’t want to skip…

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Creating a Strategic Plan

Creating a strategic plan for your co-op This tool is intended to guide co-op boards or…

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Creating a Human Resources Policy

A human resources policy is a guiding document that a co-operative will use to manage its…

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Free Online Governance Course

Learn how to better govern through our online governance course Take our FREE online governance course….

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Creating a Conflict of Interest Policy

Every co-op should have a conflict of interest policy as part of its bylaws or policy…

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Board of Directors Evaluations

The board of directors is central in a co-operative business. The directors need to be able…

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Board Member Recruitment

Recruiting board members is essential for co-ops. It is important to make sure that you not…

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Board Decision-Making Exercise

The board of directors is central to the operations of a co-operative business. Boards should always…

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Being a Board Member in a Co-operative Business

Co-operative businesses are governed and run by boards of directors. They manage the staff, create policies…

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How to allocate your co-op’s profits

Disclaimer: This document intends to provide the reader with a basic understanding of the role of…

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