Succession and Transition Planning: How to Begin

Tuesday June 28th, 10:30 AM – 11:30 AM ET

Registration Fees: $45 for Members, $65 for Nonmembers.  Please log into the Member Portal to find the member discount code, or email hilaria@wvnpa.org.

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Many organizations have experienced an employee with vast institutional knowledge leaving for another job or retiring and the organization was uncertain how to have a smooth transition to the next chapter. Often in such times information may fall through the cracks and countless hours of staff time are spent onboarding and training new employees who have big shoes to fill and do not know where to begin. This workshop is intended to provide an overview, practices, and some tools that may help such changes to run more smoothly through transition, succession and back up planning.

Learning Objectives:

• Learn approaches and techniques for how to start succession and back up planning
• Exposure to tools that may help with succession and back up planning
• Learn from examples of case studies of what to do and not to do

Intended Audience:

• Nonprofit leaders preparing to retire
• Operations staff
• Middle management with teams
• Staff who feel they need a backup when they want to take time off but that infrastructure does not exist

Speaker Information

Tisidra Jones, J.D., CEO of Strong & Starlike, Consulting, Inc. has been working at the intersection of creativity, policy, and entrepreneurship for over 10 years. Tisidra has a B.A. in music, with a minor in the Sociology of Difference from George Mason University. She acquired her J.D. from the University of St. Thomas School of Law and is licensed to practice law in New York and Minnesota. Tisidra has had articles and research published pertaining to diversity, access, and economic inclusion and is passionate about creating systems that allow more people to thrive. Throughout her career, Tisidra has worked with government entities, nonprofits and businesses to design sustainable programs and policies related to economic development, economic opportunity and business inclusion. She has drafted ordinances for municipalities, state statutes and promulgated federal regulations. Tisidra’s work at the intersection of art, law, and entrepreneurship has resulted in multiple awards and honors, including the 2017 International Arts and Culture Citizen Award; 2020 Minnesota Lawyer’s Diversity and Inclusion Award; and the Lawyers of Color 2020 Hot List. She has also been named as the 2020-2021 Law and Public Policy Scholar for the University of St. Thomas’ Center on Race, Leadership & Social Justice.