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Succession Planning (In-Person)

May 5, 2026 9:15 AM - 12:15 PM (EDT)

Description

Keeping the staff you have while also preparing them for future roles can be critical to a nonprofit’s success. This session provides a well-rounded approach to retention and succession of your organization’s most valuable asset – your people! Attendees will learn how to transparently define career paths linked to competencies and professional development, measure your progress, and appropriately define the role of the board in this work. This session is designed for organizational leaders.

Learning Objectives:

  • Develop a retention strategy that fosters equity, supports professional development, and defines clear career paths for staff.
  • Learn how to measure and track progress in staff retention and succession planning to ensure long-term organizational success.
  • Understand the board’s role in supporting and guiding retention and succession efforts to align with the organization’s mission and values.

Cost: $102 Members, $204 Non-Members

*If you are part of the Certificate in Nonprofit Leadership, this workshop may be used to fulfill your Infrastructure elective requirement. To receive elective credit for attending a workshop, participants must be present for at least 80% of each workshop meeting date with time spent in attendance measured consecutively.

Instructors:

Julia Burns

Julia began consulting in the early ‘90s with the design of outsourced training programs, went on to become the Management Consulting practice lead for Blackwell Consulting Services in Chicago, and began consulting in Jacksonville, FL in 1999 where she’s concentrated her work on nonprofit organizations. Julia is the author of How To Plan And Execute An Emergency Succession published on Blue Avocado. She is an active volunteer facilitator of racial equity conversations and a board member with 904WARD. Julia holds a BA from Northwestern University and an MBA from the Stern School of Business at New York University.

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Registration Closes 04/28/2026 11:59 PM

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