Simple Registration

When:  Aug 17, 2021 from 10:30 AM to 12:00 PM (PT)

When & Where

Online Instructions:

Aug 17, 10:30 AM - 12:00 PM (PT)


Virtual Advanced Forum
Approved for 1.5 CEs from CFRE International

Sponsored by
Elizabeth M. Birlet Consulting

Succession Planning - Managing Leadership Transitions that Help Organizations Thrive

Strong nonprofit leadership is key to the long-term success of the organization.  But leaders do have an “expiration date”.  Nonprofits benefit by taking a deliberate and proactive approach that includes planning for smooth and thoughtful transitions of leadership. Less than 1/3 of nonprofits have a written succession plan. When a transition occurs due to an unexpected vacancy on the staff or board, or the anticipated transition of a long-term leader, being prepared can help a nonprofit weather the inevitable challenges of leadership transition.

Leaders in the nonprofit community with deep experience in executive search, staff and leadership coaching, board and staff recruitment and retention will join our panel to discuss the questions than need to be asked.

Panelists will explore questions that include:

  • Who should be involved in succession planning?
  • How transparent should leadership be around succession plans?
  • How do you prepare an organization to remain resilient during an unexpected departure?
  • What do your funders want to know about your plans? Is succession planning important to them or does it signal change that might scare them away?
  • How do you help new leadership get settled?
  • How do you retain your institutional knowledge and bring in the next generation of leadership on your board?

Confirmed panelist include:

Dan Nevez, Senior Consultant, Executive Search at Campbell & Company

Norbert Tan, Principal, SB Lemons & Company – Thought Partner and Executive Coach

Cassie Carter – Vice President, Campbell & Company - Moderator

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