What is a Trustee Meeting?

Read Time: 5 minutes

Bobby Rae

Bobby Rae

Updated: Dec 14, 2023

Group at laptop

In the world of business, certain committees and groups play crucial roles in ensuring the smooth functioning of organizations. 

Among these, trustee meetings hold immense significance, as they serve as a platform for individuals entrusted with the responsibility of overseeing a company's assets and operations to come together and discuss critical matters.

Today, we’ll find out more about what they are and how to prepare for one. Let’s go.

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What is a Trustee Meeting?

A trustee meeting, which can also be known as a board meeting, is a gathering of individuals appointed or elected to manage the affairs of an organization or institution. 

These individuals, known as trustees, are responsible for safeguarding the assets, ensuring the organization's adherence to legal and ethical guidelines and making informed decisions that align with the organization's objectives.

Purpose of Trustee Meetings

These serve a multitude of purposes, including:

Reviewing financial statements and ensuring financial stability: 

Trustees regularly examine financial reports to assess the organization's financial health, identify potential risks and make necessary adjustments to ensure long-term financial sustainability.

Overseeing investment decisions: 

Trustees play a pivotal role in evaluating investment opportunities, ensuring that the organization's assets are invested wisely and strategically to maximize returns while minimizing risks.

Approving major decisions: 

Trustee meetings provide a forum for discussing and approving significant decisions, such as mergers, acquisitions or the implementation of major new initiatives.

Addressing legal and regulatory compliance: 

Trustees are responsible for ensuring that the organization adheres to all applicable laws and regulations and trustee meetings serve as a platform to discuss legal matters and decide how to maintain compliance.

Frequency of Trustee Meetings

Frequency varies depending on the specific organization and its needs. 

However, most organizations hold regular trustee meetings, typically once a quarter or semi-annually. 

Additionally, there may be special meetings called as needed to address urgent matters or discuss extraordinary events.

Who Can Attend Trustee Meetings?

Attendance at trustee meetings typically includes the following people:


These individuals are specifically appointed or elected to oversee the organization's affairs.

Senior management: 

The organization's CEO, CFO or other key executives may attend trustee meetings to provide updates on operations and answer questions.

Legal counsel: 

The organization's lawyers may be present to provide guidance on legal matters and ensure compliance with laws and regulations.

Planning and Preparation for Trustee Meetings

Effective trustee meetings require careful planning and preparation to ensure that they are productive and focused on achieving the desired outcomes. 

There are some key considerations for planning and preparing for trustee meetings.

First, it’s important to set an agenda. This should clearly outline the topics to be discussed, ensuring that each item has sufficient time allotted.

If you’re hosting, be sure to share materials in advance. 

This provides trustees with relevant documentation, such as financial reports, legal documents or presentations, in advance of the meeting to facilitate any discussions.

Be sure to assign action items. 

Clearly define action items and assign responsibilities to ensure that follow-up is completed promptly.

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Utilizing Doodle for Smooth Trustee Meetings

Doodle can streamline the planning and organization of trustee meetings by:

Finding common availability: 

Doodle allows trustees to easily share their availability and find mutually agreeable meeting times, eliminating scheduling conflicts.

Sending reminders: 

Doodle can automatically send reminders to trustees ahead of meetings, ensuring that everyone is on the same page.

Tracking attendance:

Doodle can track attendance during meetings, helping to ensure that all relevant stakeholders are present.

Meet anywhere: 

Doodle integrates with Zoom, Google Meet and Webex to make it easy to hold virtual meetings so trustees can take part - no matter where they are. 

By incorporating Doodle into the trustee meeting process, organizations can enhance efficiency, improve communication and maximize the value of their trustee meetings.

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