D. Board Governance Material
Governance vs. Management (2013)
Responsibilities of a Nonprofit Board (2010, 2015)
Board Member as Community Ambassador (2009, 2015)
Checklist for Board Restructuring (2009)
Role Execution Diagram: Personal vs. Professional (2009, 2011)
Building Organizational Capacity: Board Chair and CEO Partnership Chart (2008, 2011)
Model for Building Partnership Capacity: Staff & Volunteers (2008)
Board of Directors’ Self-Assessment Tool (2005, 2008, 2014)
Board Governance Self-Assessment Checklist (2004, 2008, 2013)
Four Areas of Focus in Board Development (2004)
Board Development Model (2002, 2007)
Communication Flow Inventory Questionnaire (2002)
E. Scholarly proceedings
Manns, E.K. & Wertheimer, M. R. (1985). Relationship between institutional purpose and
leadership qualities of chairpersons. Proceedings of Academic Chairpersons: Leadership
and Management (Vol. 17).
F. Other
Peer reviewer (2013). The incredible journey of becoming and being a social worker book
prospectus, SAGE Publications.
Peer reviewer (2013). De-constructing the mysteries of field work book prospectus, SAGE
Publications.
Wertheimer, M. R. (2012, December 4). What is the one leadership quality or attribute necessary
for a board chair? [Blog post]. Retrieved from http://exceptionalboards.com/2012/12/04/what-is-the-one-leadership-quality-or-attribute-that-is-absolutely-necessary-for-a-board-chair/#more-1097
Wertheimer, M. R. (2012, May). The bottom line: The human factor.
Board Member 11-14.
[membership only online publication, Boardsource.org]
Peer reviewer (2009).
Meeting Smarter, Washington, DC: BoardSource.
Peer reviewer (2008).
Ten Basic Responsibilities of Nonprofit Boards, Washington, DC:
BoardSource.
PROFESSIONAL PAPERS/PRESENTATIONS/TRAININGS:
Wertheimer, M. R. (August 2015).
Board member orientation. William Breman Jewish Heritage
Museum, Atlanta, GA.
Wertheimer, M. R. (February 2015).
Leadership in the 21st century. The Atlanta
Police Leadership Institute, Atlanta Police Department.
Wertheimer, M. R. (February 2015).
Defining governance and identifying the human factor in
building board capacity. The Jacobson Leadership Institute, Jewish Federation of Greater Atlanta.
Wertheimer, M. R. (December 2014).
Board member orientation. Atlanta Jewish Academy,
Atlanta, GA.
Wertheimer, M. R. & Sodhi, M. (October 2014).
Exploring an operational structure for
positioning field education as signature pedagogy. 2014 Annual Program Meeting,
Council on Social Work Education, Tampa, FL.
Wertheimer, M. R. (October 2014).
Empower the board chair and you empower the board. 2014
BoardSource Leadership Forum, Washington, D.C.
Wertheimer, M. R. (August 2014).
Board member orientation and visioning exercise. Or Hadash
Synagogue, Sandy Springs, GA.
Wertheimer, M. R. (June 2014).
Leadership in the 21st century. The Atlanta
Police Leadership Institute, Atlanta Police Department.
Wertheimer, M. R. (March 2014).
Creating a culture of integrity. Social Work Month Program,
VA Medical Center, Atlanta, GA.
Wertheimer, M. R. (February 2014).
Defining governance and identifying the human factor in
building board capacity. The Jacobson Leadership Institute, Jewish Federation of Greater Atlanta.
Wertheimer, M. R. (January 2014).
The dynamics of board governance & organizational
management. Executive Leadership Program for Nonprofit Organizations
(ELPNO), Athens, GA.
Wertheimer, M. R. (January 2014).
Discussion: Ethics and nonprofit governance. Executive
Leadership Program for Nonprofit Organizations (ELPNO), Athens, GA.
Wertheimer, M. R. & Kropf, N. (November 2013).
The social work code of ethics in community-
based practice. 2013 Annual Program Meeting, Council on Social Work Education, Dallas TX.
Wertheimer, M. R. (October 2013).
Creating a culture of integrity: Leadership and
organizations. 25
th Annual Conference, National Association of Social Workers, Georgia Chapter.
Wertheimer, M. R., Corbin, S., Hudson, S. B., Morgan, K. (October 2013).
Standards for
professional behavior: Beyond ethics. 25
th Annual Conference, National Association of Social Workers, Georgia Chapter.
Wertheimer, M. R. (May/June 2013).
Introduction to evidence-based leadership. The Atlanta
Police Leadership Institute, Atlanta Police Department.
Wertheimer, M. R. (March 2013).
Defining governance and identifying the human factor in
building board capacity. The Jacobson Leadership Institute, Jewish Federation of Greater Atlanta.
Wertheimer, M. R., Ivery, J., & Brooks, F. (November 2012).
Reframing a macro-focused
curriculum: Alignment with 2008 EPAS and lessons learned. 2012 Annual Program Meeting, Council on Social Work Education, Washington, DC.
Wertheimer, M. R. (June 2012).
The dynamics of board governance & organizational
management. Executive Leadership Program for Nonprofit Organizations
(ELPNO), Athens, GA.
Wertheimer, M. R. (June 2012).
Panel: Ethics and nonprofit governance. Executive
Leadership Program for Nonprofit Organizations (ELPNO), Athens, GA.
Wertheimer, M. R. & Ivery, J. (October 2011).
Integrating nonprofit board governance in the
social administration/macro curriculum. 2011 Annual Program Meeting, Council on Social Work Education, Atlanta, GA.
Wertheimer, M. R. (October 2011).
Field education as signature pedagogy in social work
education: New CSWE accreditation standards and the social work practice community. Annual Conference, National Association of Social Workers, Georgia Chapter, Atlanta, GA.
Wertheimer, M. R. (October 2011).
The board chair and the chief executive officer: Leadership
in the nonprofit sector. Annual Conference, National Association of Social Workers, Georgia Chapter, Atlanta, GA.
Wertheimer, M. R. & Miller. G. (June 2011).
The dynamics of board governance &
organizational management. Executive Leadership Program for Nonprofit Organizations
(ELPNO), Athens, GA.
Wertheimer, M. R. (December 2010).
Governance and ethics. Nonprofit Issues Forum, Andrew
Young School of Policy Studies, GSU.
Wertheimer, M. R. & Sodhi, M. (October 2010).
Beyond the field office: Leadership of the field
director. 2010 Annual Program Meeting, Council on Social Work Education, Portland,
OR.
Wertheimer, M.R. & Miller. G. (June 2010). Challenges of nonprofit governance. Executive
Leadership Program for Nonprofit Organizations (ELPNO), Athens, GA.
Wertheimer, M.R. (May 2010). The human factor in building board capacity. Biennial 2010
Conference, Jewish Community Centers of North America, Atlanta, GA.
Wertheimer, M.R. (April 2010).
Building nonprofit board capacity. Brown Bag Series, Nonprofit
Studies Program, Georgia State University, Atlanta, GA.
Wertheimer, M.R. (March 2010).
Building nonprofit board capacity. 2010 Annual Conference,
Aging Services of Georgia, Peachtree City, GA.
Wertheimer, M. R. & Sodhi, M. (November 2009).
Building supervisory capacity of field
instructors: An orientation and training program. Field Director Development Institute at the 2009 Annual Program Meeting, Council on Social Work Education, San Antonio, TX.
Wertheimer, M. R. (November 2009).
Board member as community ambassador. The Epstein
School: Solomon Schechter School of Atlanta, GA.
Wertheimer, M. R. (April 2009).
Board governance, development, and training. Jewish Family &
Children’s Services of Southern Arizona, Tucson, AZ.
Wertheimer, M.R. (April 2009).
Effective board leadership. Non-Profit Development Alliance,
Community Connection of Northeast Georgia, Athens, GA.
Wertheimer, M.R. (February 2009).
True Colors and supervision. The Bridge, Atlanta, GA.
Wertheimer, M. R. & Miller, G. (October 2008).
Building and sustaining the stewardship of
board members through the partnership of the board chair and CEO. 2008 National Conference, Alliance for Children and Families, Baltimore, MD.
Wertheimer, M. R. (September 2008).
Board development, True Colors, and building
partnership capacity: staff & volunteers, board chair & CEO. Jewish Federation of San
Francisco, the Peninsula, Marin and Sonoma Counties, CA.
Wertheimer, M. R. (September 2008).
Effective board management: role of the board chair.
Georgia Center for Nonprofits, Atlanta, GA. (invited presentation)
Wertheimer, M. R. (September 2008).
Board orientation; strategic planning priorities. The
Alfred and Adele Davis Academy, Atlanta, GA.
Wertheimer, M. R. (September 2008).
Board orientation. Hillels of Georgia, Atlanta, GA.
Wertheimer, M. R. (July 2008).
Effective meeting strategies. Hillels of Georgia, Atlanta, GA.
Wertheimer, M. R. (June 2008).
Influencing and managing the critical leadership team – CEO,
CDO, and board chair. Georgia Center for Nonprofits, Atlanta, GA.
Wertheimer, M. R. (April 2008).
Nonprofit sector trends and challenges in small communities.
2008 Small Federations Executives’ Institute, Jewish Federations of North America, Atlanta, GA.
Wertheimer, M. R. (February 2008).
Building and sustaining strong boards through good
governance practices. The Jacobson Leadership Institute, Jewish Federation of Greater Atlanta, GA.
Wertheimer, M.R. (January 2008).
Building and sustaining effective work relationships through
board chair leadership. The Jacobson Leadership Institute, Jewish Federation of Greater Atlanta, GA.
Wertheimer, M. R. (January 2008).
True Colors, team building and goal setting. Bright From the
Start, Georgia Department of Early Care and Learning, Cordele, GA.
Wertheimer, M. R. (November 2007
). Sustaining your board and your organization: Leadership
of the board chair. 15
th Anniversary Annual Conference, Maryland Nonprofits, Cambridge,
MD.
Wertheimer, M. R. (May 2007). Service Learning: Partners as Co-Educators. Community
Partners Conference, Bonner Office of Community Service and Student Development,
Spelman College.
Wertheimer, M. R. & Sodhi, M. (February 2007).
Field directors as leaders: An untapped
resource in social work education. Leadership Seminar: Building Leaders in Social Work Education, Council on Social Work Education,
Charleston, SC.
Wertheimer, M. R. (August 2006).
Effective communication skills. Georgia Department of
Human Resources, Immigration and Refugee Services, Atlanta, GA.
Wertheimer, M. R. (May 2006).
True Colors. National Conference, Aga Khan Foundation USA,
Atlanta, GA.
Wertheimer, M. R. (September-November 2005).
Strategic planning. Yeshiva Atlanta High
School, GA.
Wertheimer, M. R. (August 2005).
Strategies for creating a dynamic, functional board.
Metro Atlanta Synagogue Leadership Conference, Institute of Synagogue Excellence, Jewish Federation of Greater Atlanta, GA.
Wertheimer, M. R. (May 2005).
Effective communication skills and case management. Refugee
Family Services, Clarkston, GA.
Wertheimer, M. R. (March 2005).
How to build and sustain effective nonprofit boards. The
Presidents’ Leadership Series, Jewish Federation of Greater Atlanta, GA.
Wertheimer, M. R. (November 2004).
Board governance. Northern New Jersey Maternal/Child
Health Consortium, Newark, NJ.
Wertheimer, M. R. (October 2004).
How to build and sustain effective nonprofit boards.
2004 Annual Conference, National Association of Social Workers, Georgia Chapter,
Atlanta, GA.
Wertheimer, M. R. (April 2004). Optimizing communication flow to improve board effectiveness.
2004 Annual Conference, Association of Jewish Family and Children’s Agencies, Cincinnati, OH.
Wertheimer, M. R., Brooks, F., & Wolk, J. (February 2004).
Community partnerships: An
innovative model of social work education and practice. Community Organization & Social Administration Symposium, 2004 Annual Program Meeting, Council on Social Work Education, Anaheim, CA.
Wertheimer, M. R. & Sodhi, M. (October 2003).
Recognizing and developing hero potential in
MSW and BSW interns. 2
nd Annual IV-E Student Training and Networking Conference,
Georgia Department of Human Resources, Atlanta, GA.
Wertheimer, M. R., Diwan, S., & Kolomer, S. (March 2003).
Aging competent practice in field
education. 2003 Annual Program Meeting, Council on Social Work Education, Atlanta,
GA.
Wertheimer, M. R., Sodhi, M., & Foster, S. (October 2002). So you want to be a field supervisor? 14th Annual Conference, National Association of Social Workers, Georgia Chapter, Atlanta, GA.
Wertheimer, M. R. (June 2002).
Optimizing communication flow for effective board communications. 2002 Annual Meeting, Points of Light Foundation,
Salt Lake City, UT.
Wertheimer, M. R. & Calloway, L. (October 2001).
Relationship building: A training model for effective partnerships. 2001 National Conference, National Society for Experiential Education, Orlando, FL.
Calloway, L. &
Wertheimer, M. R. (October 2000).
A model for an internal university collaboration: Service learning and field education. 2000 National Conference, National Society for Experiential Education, San Antonio, TX.
Wertheimer, M. R. (February 2000
). An internal university collaboration: Service learning and field education. 46
th Annual Program Meeting, Council on Social Work Education, New York, NY.
Wolk, J. &
Wertheimer, M. R. (October 1997).
Case management vs. generalist practice: An accreditation contradiction. 15
th Annual Conference of the Baccalaureate Program Directors, Philadelphia, PA.
Wertheimer, M. R. & East, C. (September 1996).
Homeless and hungry in the 90s. 8
th Annual
Conference, National Association of Social Workers, Georgia Chapter, Atlanta, GA.
Reichel, M.,
Wertheimer, M. R., & Donahue, T. (June 1985).
On-line demographic databases and the provision of social services. International Conference on Databases in the Humanities and Social Sciences, Grinnell, IA.
Wertheimer, M. R. (March 1984).
Social policy curriculum: One focus or two? 30
th Annual
Program Meeting, Council on Social Work Education, Detroit, MI.
FUNDED PROJECTS:
Wertheimer, M.R. (2005).
Social Work Field Education: Creative Community Impact, March of Dimes, Georgia Chapter, $1165
Wertheimer, M. R. & Diwan, S. (2002-2004).
Strengthening Aging and Gerontology Education for Social Work, John A. Hartford Foundation, New York, $60,000
Wertheimer, M. R. (1999).
A Training Model for Strengthening Partnerships, Neighborhood Development Internship Project, United Way, $3,000
Wertheimer, M. R. (1984).
The helping professions and the law: Demystifying the legal process for social workers, psychologists, nurses, counselors, and psychiatrists, Continuing Education Grant, Georgia State University, $1500
SERVICE TO THE UNIVERSITY:
University:
NTT Promotion Manuals Review Committee, 2014-2015
AYSPS representative
Graduate Assessment Committee, 2009-2011
Service Learning Committee, 2001
Advisory Board, Office of Community Service-Learning, 1999
Search Committee, Program Development Manager, Office of Community Outreach and
Partnerships, 1999
Presenter, Site Supervisor Orientation, Office of Community Outreach and Partnerships,
1998
FACP Continuing Education Task Force, 1995-1996
University Senate, 1984-1985
Faculty Affairs Committee, Academic Affairs Committee
Group Facilitator, Orientation Program, 1983, 1984
Gerontology Faculty, College of Arts and Sciences, 1981-1985
Andrew Young School of Policy Studies:
AYSPS Development Director Search Committee, 2015
Space Planning Committee, 2014-2015
Executive Committee, 2013-2014
Management Team, 2013-2014
Academic Affairs Committee, 2012-2013
College of Arts and Sciences:
Guest speaker, Nonprofit Board Governance, HIST 8720 Museum Studies (2014, 2015)
College of Health and Human Sciences:
Chair, Strategic Planning Committee, 2008-2009
Co-chair, Non-tenure Track Promotion Committee, 2007-2009
Member, 2006
Chair, Bylaws Committee, 2007-2009
Non-tenure Track Promotion Policy Committee, 2003
Faculty Advisory Committee, 1998-2000
Undergraduate Interdisciplinary Communication Skills Curriculum Subcommittee, 1997
College of Public and Urban Affairs:
Chair, Continuing Education Coordinating Committee, 1995-1996
Member, 1994-1995
Committee on Student Affairs, 1983-1984
College Review Committee, 1981-1985
Committee on Curricula, 1981-1983
Bylaws Committee, 1981-1982
Ad-hoc Committee on Core/Exit Exams, 1985
Institute of Public Health:
Guest speaker, Strategic Planning, PH 7130 Leadership & Public Health (Spring/Fall
2010, Spring/Fall 2011; Spring/Fall 2012)
School of Social Work:
Guest speaker, Nonprofit Board Governance, SW 8300 Leadership & Management
(Spring 2011; Fall 2011, 2012, 2013, 2014, 2015)
Search Committee: Faculty, 1996; 2008-2009; 2011-2012; 2012-2013
Facilitator, Wrap-Up Session, 2008 Community Forum
SSW Administrative Group, 2007-2009; 2011-present
Strategic Planning Committee, 2002-2003
MSW Program Committee, 1999-present
Chair, 1999-2008; 2012-present
BSW Program Committee, 1999-2009
Chair, Field Advisory Committee, 1999-2009
Chair, Curriculum Committee, 1997-1999
Chair, BSW Semester Conversion Committee, 1996
Search Committee: Department Chair, 1983
SERVICE TO THE PROFESSION:
-
School of Social Work, [unnamed university]
External Reviewer for Promotion, Senior Academic Professional, March 2012
-
Council on Social Work Education, Arlington, VA
Regional Planning Committee, 60
th Annual Program Meeting, 2013-2014
Annual Program Meeting Track Chair: Teaching Methods & Learning Styles, 2007-2008
Council on Conferences and Faculty Development (CCFD), 2004-2010
Liaison, Field Education Summit, 2008-2009
Member, APM Evaluation Sub-committee, 2009-2010
Regional Planning Committee, 49th Annual Program Meeting, 2002-2003
Co-chair, Agency-based Field Supervisors Program
National Planning Committee, 32nd Annual Program Meeting, 1985-1986
-
National Association of Area Agencies on Aging & Atlanta Regional Commission
Local Arrangements Committee, 29
th Annual Conference and Tradeshow, 2003-2004
-
Georgia Department of Human Resources, Division of Family & Children’s Services,
Professional Development Section – Student Internship Workgroup, 2003
-
Field Education Collaborative (University of Georgia, Georgia State University, Clark Atlanta
University)
Co-founder and member, 2000-2009
-
Yeshiva University Wurzweiler School of Social Work
Field Supervisor, 2nd year MSW student at Hands on Atlanta, 1995-1996
-
National Association of Social Workers, Georgia Chapter
Group Facilitator,
Ethics Discussion Groups: Social Work Education,
9th Annual Conference, September 12, 1997
Moderator, Innovative Techniques in Family Assessment workshop,
8th Annual Conference, September 19-20, 1996
Political Action Committee (PACE), chair, 1989-1991
Board of Directors, 1981-1984
Board Member At-Large, 1983-1984
Finance Committee, 1982-1984
North Georgia Unit, chair, 1981-1983
Continuing Education/Program Committee, chair, 1981-1983
-
Atlanta Council for International Programs: Board of Directors, 1981-1984
Presenter,
Social Policy in America, 1983, 1984
SERVICE TO THE COMMUNITY:
-
Jewish Federation of Greater Atlanta:
Member, Caring Outcomes Allocation Committee, 2011-2013
Co-chair, Long-range planning, 2006-2009
Co-chair, Jewish Community Centennial Population Study, 2005-2006
Co-chair, Presidents’ Leadership Series, Jewish Federation of Greater Atlanta, 2004 – 2005
Board of Directors, 2003-2005; 2008-2010
Executive Committee member, 2008-2010
Presidents and Executive Directors Workgroup, 2003-2005
-
Jewish Family & Career Services:
Member, Board Development Committee, 2011-2014
Chair, Outcomes Implementation Sub-Committee, 2009-2010
Honorary Board of Directors, 2007-present
Board of Directors, 1989-2007
Member, Diversity Committee, 2011
Member, Compensation Ad-hoc Committee, 2007
Chair, Nominating Committee, 2005-2007
Member, 2008, 2009
President, 2003-2005
First Vice-President, 2001-2003
Chair, Strategic Planning Committee, 2001-2003
Vice President, 1998-2001
Chair, Board Development Committee, 1999-2001
Assistant Vice-President, 1996-1998
Member, Executive Committee, 1996-2007
Liaison to Project Connect Committee, 1996-1999
Liaison to Counseling Committee, 1996- 2001
Strategic Planning Committee, 1994-1996; 2000
Project Connect (Homeless) Committee, Chair, 1993-1996
Counseling Committee, 1984-1992; Chair, 1989-1992
-
Hip Hop 4 Humanity: Advisory Board, 2005
-
Statewide Probate Court Visitor Program Planning Committee, 2005
-
Atlanta Jewish Community Center:
Volunteer Services Committee, 1998-1999
Teen Hotline Task Force, 1997
Board of Directors, 1992-1994
Early Childhood Services Committee, 1989-1994
Chair, 1992-1994