Mind the Gap: Succession Planning for Nonprofits

Date: July 22, 2026, at 12:00 – 1:00 pm ET

When a longtime accountant, finance leader, or other key staff member leaves, nonprofit organizations – especially lean ones – can face significant disruption without a clear plan in place. This session explores practical succession planning strategies, including how to assess your current financial structure, identify vulnerabilities, and evaluate staffing, outsourcing, and technology options to support continuity.

Participants will also work through a case study to see how these concepts come together in practice. You’ll leave with a clearer understanding of how to plan for transitions, strengthen internal controls, and maintain continuity to support long-term financial health.

Who Should Attend: Nonprofit leaders and professionals responsible for financial oversight or managing organizational transitions.

Learning Objectives:   

1. Assess your organization’s current financial management structure to identify roles, responsibilities, and potential vulnerabilities.
2. Compare financial management models to evaluate future support options.
3. Outline a practical leadership transition plan that supports continuity and reduces disruption.

Participants will earn 1.0 CPE credit in Specialized Knowledge.

To receive credit, attendees must respond to three out of the four pop-up questions asked during the program. Once registered, you will automatically receive access to the webcast recording, slide deck and, if you qualified for CPE, have the ability to download your certificate.

Additional Information

Prerequisites: There are no prerequisites for this program.

Advanced Preparation: None

Program Level: Overview

Delivery Method: Group Internet Based

Field of Study: Specialized Knowledge