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Key Elements in Succession Planning for Nonprofits

May 8th 2018 9:30 AM - October 30th 2018 11:00 AM
Member session fee $ 0.00
Non-member per session fee $ 65.00
AFP per session fee $ 60.00

Our professional development trainings are made possible by the generous support of U.S. Bank:


Join us for a four-part webinar series on succession planning. You may register for individual webinars or the entire series. Find information about each webinar below
Part One: Governance
Wednesday | March 7 | 9:30 - 11:00 a.m.
This engaging 90-minute webinar aims to demystify the foundations of succession planning with emphasis on the governance fundamentals to set the stage for a successful transition in leadership.
Part Two: Budgeting
Tuesday | May 8 | 9:30 - 11:00 a.m.
During this 90-minute webinar we will explore how budgeting can support successful succession planning for your organization. We will explore both the key budget considerations within ongoing operations that support successful planned and emergency leadership transitions, as well as those opportunities and investments to consider during transition.
Part Three: Board Recruiting  
Tuesday | August 14 | 9:30 - 11:00 a.m.
Join us for a 90-minute exploration of how board recruitment can support successful leadership transition within your organization. We will revisit the key elements of a successful succession plan, and Kate will share opportunities to strengthen each plan element and step in the process through board recruitment strategies.
Part Four: Reflection for Refinement (Evaluation)
Tuesday | October 30 | 9:30 - 11:00 a.m.

Time for our final webinar. We will recap highlights from the first three conversations: governance, budgeting and board recruiting, but focus our time on how key evaluation considerations can provide for ideal leadership transitions.

Event Description

Kate Kalstein, Kate Kalstein Consulting

Kate Kalstein provides governance, research and planning services to non-profit clients through Kate Kalstein Consulting. Engagements include strategic planning; work to develop improved board structure and meeting practices through enhanced board governance; comprehensive research and policy development; leadership coaching and succession planning; and meeting facilitation. All services include practical, concise tools customized for each organization to support implementation and capacity building. An attorney with more than 10-years professional experience, Kate has devoted her entire career to strengthening nonprofit organizations through leadership, advocacy and the law to enable her clients to focus on progress.

Kate previously served as Legislative Counsel to the California Judges Association and Director of Policy and Planning at the Edgewood Center for Children and Families in San Francisco. She received her law degree from the University of California, Hastings College of the Law. Kate also earned the BoardSource Certificate of Nonprofit Board Consulting in 2016.

Today Kate is based in Denver, Colorado where she remains actively involved with the community through her professional practice, volunteer activities, and leadership development with the Consultants’ Leadership Forum through the Denver Foundation and CausePlanet. Appointed by Governor John Hickenlooper in fall 2015, Kate proudly serves as Commissioner to the State Commission on Community Service, Serve Colorado. 

Qualifies for Excellence in Nonprofit Principles and PracticesCompletion of a post-training evaluation is required for this training to count toward recognition. 


Need to cancel? Please use the link in your confirmation email or email Akila Copeland no fewer than 3 business days prior to the training. Members, please review our Cancellation Policy for more information. 

Event Custom Fields
Training/Event Topic Governance, Strategic Planning
Training Medium Online
Event Region Statewide

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