Our January 2015 Workshop: Trials And Tribulations Of Transitions, Lessons In Succession Planning For Nonprofits
Wednesday, January 21, 2015
11:00 to 1:00 PM
California Community Foundation
Joan Palevsky Center, 281 S. Figueroa Street
Downtown Los Angeles, California (map)
Over the past 25 to 30 years, the nonprofit housing community has matured and the leaders who guided this community and their organizations during this period - including Joan Ling, Bill Watanabe, and Sister Diane Donoghue - have retired while others are contemplating taking a similar action. If an affordable housing organization has not already confronted the issue of succession, it is only a matter of time before that organization will need to plan for a change in its chief executive.
Nonprofits also need to be prepared to deal with turnover on their Boards of Directors and be able to attract new members who can help guide these organizations in the future.
Recognizing these circumstances, this workshop and its panelists will identify the key issues involved in succession planning at both the senior management and Board level and discuss the following based on the panelists' professional experience with these transitions:
What are the fiduciary obligations of a nonprofit Board in dealing with succession? How have organizations initiated succession planning? Why, when, and how should consultants be engaged? What is the consultant's role? How much will it cost and can an organization fundraise for technical assistance with succession?
How can an organization develop leadership from within? How long should a leadership transition take? What are the pros and cons of hiring from within or going outside? What factors should be weighed in selecting the candidates to be interviewed? What are the legal issues involved in removing a chief executive who does not want to leave? Should a nonprofit enter into an employment agreement with a new CEO and, if so, how should that agreement be structured?
Should a Board member's contribution to a nonprofit be evaluated and, if so, how often and based on what criteria? How do you identify and attract new directors?
Ultimately, what does it take for an organization to make a successful and seamless leadership and organizational transition whether the change is in its senior management or Board or both?
Panelists will include:
• Yasmin Tong, Housing Works
• Sarah Letts, Community Corporation of Santa Monica
• Yvette Davis (Employment & Labor Law), Haight Brown and Bonesteel LLP
• Matt Kamin, Envision Consulting, LLC
• Ted Handel (moderator), Haight Brown and Bonesteel LLP
This event includes a lunch.
There is a small $10 registration fee to cover the costs of this workshop for SCANPH members ($25 for non-SCANPH members). There is also a special reduced rate of $10 for special guests (code required). Reduced parking rate of $13/daily in the parking structure is also available with validation at the workshop.