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CSBG Tools Top-Notch CAAs

Published: August 7, 2012
Community Services Block Grants (CSBG)
Guidance, Policies, Procedures, Tools

Tools for Top-Notch CAAs: A Practical Approach to
Governance and Financial Excellence

This new six-section toolkit, produced by CAPLAW,  is intended to assist boards and management, particularly Executive Directors and Chief Financial Officers, in their collaborative efforts to build well-governed and effective Community Action Agencies (CAAs). The toolkit includes case scenarios and examples to help readers understand and apply the principles discussed. And, many of the sections provide sample documents that CAAs can use as a starting point for developing their own policies.

The toolkit addresses how to:

  • Conduct and maintain minutes for board meetings;
  • Build financial capacity through hiring of skilled financial staff and effective audits;
  • Prepare organization-wide budgets;
  • Get the most out of financial statements;
  • Address conflicts of interest; and
  • Draft and implement effective whistleblower policies.



Last Reviewed: June 24, 2019