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Key Elements in Succession Planning | Part 1: Governance

 Registration is closed for this event
March 7th 2018 9:30 AM - 11:00 AM
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


While a succession plan captures some key elements for leadership transition – job description, leadership/professional development, communications plan/messages (internal and external), interim leadership guideline and/or hiring process outline, and key timelines for the transition (transfer of responsibilities, introductions to key stakeholders, orientation, etc.) – it also relies heavily on other foundational elements for a nonprofit organization include strong governance practice and policies. Has your leadership team/board explored the fundamental governance elements that support succession planning?

During this webinar, we will explore key governance elements to enable successful succession planning for your organization. This is a great refresher and check in for more mature organizations or those with leadership experience, as well as a great introduction for start-up organizations or those newer to leadership roles.

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

Part One: Governance | Learn More & Register
Wednesday | March 7 | 9:30 - 11:00 a.m.
Part Two: Budgeting | Learn More & Register
Tuesday | May 8 | 9:30 - 11:00 a.m.
Part Three: Board Recruiting  | Learn More & Register
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 Governance, Strategic Planning
Training Medium Online
Event Region Statewide

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