Passing the Baton: Succession Planning for Long-Term Sustainability

Passing the Baton: Succession Planning for Long-Term Sustainability
Friday, December 8 | 8:30 AM-12:00 PM | Butler

Offered in Partnership with: Alliance for Nonprofit Resources (ANR)

Featuring as Speakers: Debra Thompson, President & CEO, and Jacqui Catrabone, Director of Nonprofit & Community Services, Strategy Solutions, Inc.

Sponsored by: Commonwealth Consulting Partners | Maher Duessel | My Benefit Advisor | Strategy Solutions, Inc.

Whether the pandemic has fast-tracked a retirement that’s been a long time coming or The Great Reprioritization has turned your leadership roster into a game of musical chairs, many nonprofits are no stranger to the “new hire shuffle” these days. When the only thing we can count on is change, how can we prepare our organizations for a smooth transition from one leader to the next, be it staff or board? What does it take to put a solid succession plan in place so that the passing of the baton happens (relatively) seamlessly? How can we keep the momentum going when leadership changes hands – either suddenly or with plenty of notice?

This half-day program, hosted in partnership by ANR and PANO, is your chance to ask these questions and more, learning not only from leaders in the field but also from each other. This event will bring together nonprofit professionals in southwest PA to connect, learn, and support each other in preparing for the inevitable – those leadership changes we’ve all experienced, will experience, or are right smack in the middle of! Our time together will include:

• Breakfast
• Networking
• A workshop facilitated by nonprofit consultants Debbie Thompson & Jacqui Catrabone of Erie-based Strategy Solutions, Inc.
• Small and large group discussion

Join us for this hands-on learning opportunity to ensure the long-term sustainability of your organization!

Agenda:

8:30 AM – 9:00 AM | Registration & Networking Breakfast

9:00 AM – 9:15 AM | Welcome

9:15 AM – 10:30 AM | Part I - Succession Planning Overview

10:30 AM – 10:45 AM | Break

10:45 AM – 11:30 AM | Part II - Facilitating Knowledge Transfer: Creating a Desk Manual

11:30 AM – 12:00 PM | Networking & Adjourn

Cost:

$20 PANO Members | $30 Not Yet Members

By signing up for this event, you authorize PANO to use any photos, videos, or recordings from this event in which you may appear. If you would like to request that PANO not use your image, likeness, and/or voice in publications and communications following this event, please reach out to Christina Spadaro | Christina@pano.org

Location:

Butler County Community College

107 College Drive

Butler, PA 16002

About the Speakers:

Debra Thompson, President & CEO, Strategy Solutions, Inc.

As President of Strategy Solutions, Debra provides strategic and development planning, research, and project management leadership. She is a certified trainer, consultant, and peer reviewer for both the PA and National Standards for Excellence:® An Ethics and Accountability Code for the Nonprofit Sector.

With a degree in marketing and an MBA, throughout her career, she has worked with over 400 nonprofit organizations supporting strategic transformation and helping clients achieve remarkable outcomes.

Jacqui Catrabone, Director of Nonprofit & Community Services, Strategy Solutions, Inc.

In her role at Strategy Solutions, Jacqui is responsible for providing leadership, organization, project management and client coordination support for training, research, planning, facilitation, organizational and program development, and evaluation projects for nonprofit and community/government clients.

She is a certified trainer and consultant for the PA Standards for Excellence in Nonprofit Ethics and Accountability®. With an undergraduate degree in Psychology from the Pennsylvania State University and a Master of Social Work from Edinboro University of Pennsylvania, Jacqui brings a depth and breadth of project management and program development experience to SSI clients. Earlier in her career, Jacqui was a Research Manager at SSI where she was responsible for developing, implementing, analyzing, and reporting primary and secondary research projects in all industry sectors and facilitating program development initiatives. Jacqui is a trained facilitator for the development of program logic and outcomes measurement models utilizing the United Way methodology.

To learn more about Jacqui, click here.