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Succession Planning for Success

January 25, 2024 Register Today
An organization without an effective leadership development and succession planning strategy, particularly in its finance and accounting function, can grow unstable and become jeopardized. Yet most organizations aren't ready. Finding the right person with the right skills and passion isn't easy but can be critical to success.

Join us as we share the importance of succession planning for the health and sustainability of nonprofits. We'll examine key aspects of leadership transition and provide insights on how organizations can proactively manage this complex process. In addition, we'll help you evaluate whether you already have an appropriate in-house talent development plan or need a recruiting plan to secure external resources.

Learning Objectives

Upon completion of this program, participants will be able to: 
  • Identify types of succession plans, their desired outcomes, and potential vulnerabilities
  • Recognize who should be involved in the planning process
  • Create a plan for their organization with tangible action steps for building a talent management/recruiting plan with contingencies

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

Fields of Study

Who's this for

CEOs, CFOs, senior accounting/finance leadership, HR leadership, executive directors, and board members.



Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.

Refund Policy

There is no fee associated with this event.

Program Level


Advanced Preparation



If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at

FORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Corinna Creedon, Dan Prater, Brad Ledford