Event host: Education and Research Foundation of the BBB of Metro NY
Succession Planning Workshop

You are invited to attend a program presented by the BBB Foundation of Metro New York

Before, During, and After
Planning and Navigating Successful Executive Transitions

Online Registration Closed Today at 3:30 pm

Additional Registration On-Site with Credit Card,
on Space-Available Basis

September 12, 2018
Breakfast 9:00 am, Program 9:30 – 11:30 am

Scandinavia House Volvo Room, Park Avenue at 38th Street

Panel Moderator

Jennifer Jones Austin, Esq.
Chief Executive Officer and Executive Director
The Federation of Protestant Welfare Agencies 


Miguel Bonilla, MS, MA
Senior Director, Capacity Building
NYC Department of Youth and Community Development

Rehana Farrell
Executive Director
Youth INC

Janelle Farris
Executive Director & President
Brooklyn Community Services

James Matison
Former Executive Director
Brooklyn Kindergarten Society

Planning for Strong Leadership
Your organization’s Executive Director or CEO plays a key role in ensuring your nonprofit’s success. Even the most dedicated leader will eventually need to step down. Sometimes executive changes can happen suddenly. Putting a succession plan in place ahead of time is an important way of helping to ensure that executive transitions can be handled smoothly.

During this session we will cover:

  • How to begin a succession plan
  • Key features of a well-thought-out plan
  • Succession planning questions and tools, including CEO performance evaluations
  • Building leadership pipelines, diversity, and skills to achieve future goals
  • Preparing the board to hire and support new executives
  • Onboarding and setting up new leaders for success
  • Challenges and opportunities faced by new leaders
  • Scenarios: how things can go wrong – or right
  • Transitioning key functions, such as fundraising and communications

Join us and bring your questions!

Who Should Attend
This program is especially intended for nonprofit executive directors and CEOs, CFOs, COOs, board members, nonprofit advisors, grant-makers, and other executives who are interested in nonprofit succession planning.  Register now – seating is limited.  

Registration Information
Cost is $25 per person.  Advance registration is needed for admission.  If registering for persons other than yourself, please provide name, title and email for all attendees.  For more details, contact Luana Lewis, 212.358.2842, [email protected].

This Workshop Is Generously Sponsored By
American Express

2018 BBB Charity Effectiveness Program Series Sponsors

Patron Sponsor               Major Sponsor                                    Benefactor Sponsor
American Express           The New York Community Trust        JMT Consulting

Event Supporters

Austin W. Marxe School of Public and International Affairs, Baruch College
NYC Department of Youth and Community Development

Cancellation Policy: If you register, need to cancel, and wish to request a refund, please notify us in writing by email to [email protected] no later than 5 PM on Monday, September 10, 2018. We regret that we will not be able to offer refunds after that time, and likewise, cannot re-apply registration fees for this event to other purposes. You may send a substitute attendee in your place if necessary; we ask that you give us advance notice of the change if at all possible, to ensure a smooth event check-in process for your attendee. Thank you!


Ticket sales for this event have ended, however you can make a donation using the box below.

Additional Contributions:
If you are unable to attend or prefer to make a contribution, please enter a donation amount.




For questions regarding this event contact Luana Lewis
Email: [email protected]
Phone: 212-358-2842

9/12/2018 9:00 AM to 9/12/2018 11:30 AM
Google Calendar

Scandinavia House Volvo Room
58 Park Avenue
New York, NY 10016