What do the Duties of Care and Loyalty Look Like?

A Production of the Ultimate Homeschool Podcast Network.

Sharing is caring!

What does a duty of care look like? How do I know if I am being loyal?What do the Duties of Care and Loyalty look like?

HomeschoolCPA Carol Topp frequently mentions that homeschool leaders have a duty of care and loyalty to their groups. What does a duty of care look like? How do I know if I am being loyal?

This recording is from a workshop given to homeschool leaders in Austin Texas in February 2020.

Some of the ways to demonstrate a duty of care and loyalty for a leader include:

  • Have Board meetings
  • Manage the money well
  • Have insurance
  • Avoiding conflict of interest
  • No self dealing (the board gives itself discounts)

Handout of the workshop: https://homeschoolcpa.com/wp-content/uploads/2020/11/Top-Tips-Handout-2020.docx

Featured Resources:

Money Management in a Homeschool Organization

  • Does your homeschool group manage their money well?
  • Do you have a budget and know where the money is spent?
  • Do you know how to prevent fraud?

This 115 page book will help you to open a checking account, establish a budget, prevent mistakes and fraud, use software to keep the books, prepare a financial statement and hire workers. Sample forms and examples of financial statements in clear English are provided.

A checklist of best practices to avoid embezzlement. It is available at HomeschoolCPA.com/Fraud

Podcast # 105 Podcast episode on preventing fraud

How to avoid self-dealing. The board cannot vote themselves benefits like discounts.  Listen to Podcast #71 on how to thank volunteers without self-dealing.









  1. Hi Carol! I just discovered your podcasts today and I’m so THANKFUL!! Bless you lady! I couldn’t find your email on your web site but I would like to schedule a 1:1 conversation with you. Email me when you can and let me know when you are free. I teach M-Th 8:30-3:30 so any other time is great!
    Laurie Knotts

Speak Your Mind


travel checklist planner
Share via
Copy link