When a longtime accountant, finance leader, or other key staff member leaves, nonprofit organizations – especially lean ones – can face significant disruption without a clear plan in place. This session explores practical succession planning strategies, including how to assess your current financial structure, identify vulnerabilities, and evaluate staffing, outsourcing, and technology options to support continuity.
Participants will also work through a case study to see how these concepts come together in practice. You'll leave with a clearer understanding of how to plan for transitions, strengthen internal controls, and maintain continuity to support long-term financial health.
WHO SHOULD ATTEND: Nonprofit leaders and professionals responsible for financial oversight or managing organizational transitions.
Hosted by Your Part-Time Controller, LLC.
Learning Objectives:
Assess your organization's current financial management structure to identify roles, responsibilities, and potential vulnerabilities.
Compare financial management models to evaluate future support options.
Outline a practical leadership transition plan that supports continuity and reduces disruption.
Event Details
🗓 Dates: July 22, 2026
⏰ Time: 10:00–11:00 AM MT
💻 Format: Online (Zoom)
💵 Cost: Free