SUCCESSION PLANNING: THE TOOLS YOU NEED TO ENSURE YOUR ORGANIZATION'S SUSTAINABILITY

October 7, 2021

11:00 am - 12:00 am PT | 2:00 pm - 3:00 pm ET

WORKSHOP DESCRIPTION

Whenever you’re a nonprofit leader—whether you’re staff, board, or a committee chair—it’s important to think about what will happen when you move on from your role. What would happen if your board president or executive director were incapacitated tomorrow? What would you do if your executive director announced a 2022 retirement? This is where thoughtful succession planning is critical to your organization’s sustainability. Learn the steps you can take to ensure your organization is prepared for both emergency and planned leadership changes.

ABOUT THE TRAINER

Stephanie has dedicated her career to the nonprofit sector since 2003. She has served as an executive director for a health advocacy organization as well as held development and program management roles for organizations serving seniors and people with disabilities. In these roles she expanded programming, strengthened infrastructure, and grew fundraising revenue. Since 2008, Stephanie has consulted for a variety of additional organizations helping them ensure sustainability through effective planning, governance, talent management, and fundraising. She has worked with organizations of all sizes—from grassroots with no paid staff to multi-campus health care providers with nearly $60 million in annual revenue. Stephanie is an adjunct faculty member for Villanova University’s College of Professional Studies where she teaches a variety of nonprofit topics.
 

Demonstrating her commitment to helping organizations employ model practices, Stephanie is a Certified Governance Consultant through BoardSource and a Licensed Consultant through the Standards for Excellence® Institute. Recognized for her skills in teaching, she was designated a Master Trainer by the Association of Fundraising Professionals (AFP) in 2010. She earned a BS in accounting and MS in gerontology from the University of Southern California as well as an MEd in adult and organizational development from Temple University.

 

Stephanie understands nonprofit management through lens of a manager and consultant as well as a volunteer herself. She has more than 30 years’ cumulative experience as a board member and officer for organizations ranging from grassroots with no staff to a multi-million dollar international association. 

Who Should Attend?

Nonprofit leaders and organizations interested in gaining skills to ensure their organization's sustainability.

What The Training Will Cover

  • Identify the benefits of succession planning

  • Devise a strategy for obtaining information and documents needed for a succession plan

  • Develop a comprehensive succession plan

  • Implement an ongoing process of succession planning

REGISTRATION TYPE

FEE

Premier Members

FREE

Members 

$25

Non-Members

$50

Additional Information

This workshop is recorded. It is best to attend live but if you miss the live workshop, you can watch the recordings and then reach out to the instructor with any follow up questions. After the conference, attendees will receive recordings and materials from the workshop.

Looking to register 3+ people? Email us at program@nonprofitlearninglab.org to receive $5 off per registration!

Please Note: We do not offer any other discounts for this training other than the member rate. 

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