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UNA - Succession Planning

Wednesday, May 24, 2023
1:00 pm2:00 pm

Succession planning can help organizations avoid critical disruptions to their programs and services and can unify their stakeholders on a clear path toward mission success. Join UNA and FORVIS for the essential training led by nonprofit leadership expert, Dan Prater.
National studies have revealed that up to 75% of all nonprofit executives planned to leave their positions during the next five to seven years. In addition, many of the current nonprofit leaders are Baby Boomers and have entered retirement age. Yet a report by the Kansas City Fed showed that about 70% of organizations do not have a succession plan.

This webinar will cover:

The importance of a plan
Types of succession plans and steps involved
How to communicate the plan internally and externally
Who Should Attend?
Executive Directors, CFOs, Accounting and Finance staff, Development staff, HR staff, administrative staff, and anyone else who would benefit from learning about nonprofit accounting and financial managment.

Cost
UNA Members: $45
Not-Yet-Members: $90

About Forvis

FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that represents our unique focus on preparing our clients for what is next. With more than 5,400 dedicated professionals who serve clients in all 50 states, as well as across the globe, FORVIS will offer comprehensive assurance, tax, advisory, and wealth management services.

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