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Key Elements in Succession Planning for Nonprofits | Part 4: Evaluation

 Registration is closed for this event
October 30th 2018 9:30 AM - 11:00 AM
Training Webinar
Phone: (303) 865 - 8270
Event Fee(s)
Member $ 0.00
Non-Member $ 65.00
AFP $ 60.00

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


Time for our final webinar in the Key Elements in Succession Planning for Nonprofit Organizations series! 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.

Kate will share recommended evaluation elements to monitor your succession plan, refine as needed and align the succession plan to your priorities and goals. We will consider both staff and board opportunities to reflect annually and update transition plans to take advantage of key observations.

This is a great opportunity for board members, committee chairs, and board leaders to explore a new perspective on how their oversight role can meaningfully support times of leadership transition in the organization. It is also an opportunity for staff to consider questions to ask the board during evaluation conversations that set up successful transitions, both planned and unexpected.

This session is part of the Key Elements in Succession Planning for Nonprofits webinar series. Learn More

Part One: Governance 
Wednesday | March 7 | 9:30 - 11:00 a.m.
Part Two: Budgeting 
Tuesday | May 8 | 9:30 - 11:00 a.m.
Part Three: Board Recruiting 
Tuesday | August 14 | 9:30 - 11:00 a.m.
Part Four: Reflection for Refinement (Evaluation)Learn More & Register
Tuesday | October 30 | 9:30 - 11:00 a.m.
Event Description

Board and staff

Level of Difficulty

Beginner - Intermediate

0 -  5 years of experience in the field

Learn more about levels of difficulty

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 Practices. Completion 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 Evaluation, Governance, Strategic Planning
Training Medium Online
Event Region Statewide

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