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Succession Planning - Convened by CoreStrategies For Nonprofits, Inc.

Consultants from around the world discuss their top 5 ideas for dealing effectively with the current economic downturn, as well as the biggest mistakes to avoid. The critical need for communication with stakeholders and the types of messages to send are also covered.

Listen now (39:50) or here to read the transcript

Featured Interview:
Margaret Donohoe
Susan Egmont
Tim Wolfred, Ph.D
Gail Meltzer, CFRE
Robyn Fern Perlman
Terrie Temkin, Ph.D.

 

Margaret Donohoe, MBA, Leadership in Transition, San Jose, CA
Margaret has focused her experience, insight, and energy on helping a new generation of nonprofit leaders navigate the many opportunities and challenges of this career choice. Her insight omes from her own 25 years of experience in the sector as an executive director, interim director for organizations in transition, community board member — and now consultant. Margaret is the co author of the best-selling "Executive Director's Survival Guide: Thriving as a Nonprofit Leader" (Jossey-Bass, 2003). She is a contributing author and frequent trainer for management support organizations, nonprofits, and professional development groups on the topics of sustaining nonprofit leaders, executive transitions, board-executive director partnerships, leadership planning, and founder transitions.

408-979-0572
margaret@leadershipintransition.org

 

Susan Egmont, MBA, Egmont Associates, Boston, MA

Susan has twenty-seven years of business experience, with nineteen of those years spent staffing nonprofit organizations with a range of missions. She has worked in evaluation, finance, human resources, fund development, training, marketing, operations, program management, and board development. She brings a deep understanding of the challenges organizations face during executive transition. Prior to founding Egmont Associates, she was responsible for implementation of School-to-Career reforms in the high schools of the Boston Public Schools at The Boston Private Industry Council. As director of Blue Cross and Blue Shield of Massachusetts' Foundation, she designed and directed a mobile health care program and built support for a successful campaign to restructure state health insurance for children. At the Atlanta Community Food Bank, Egmont developed the organization from start-up to recognition as Atlanta's ‘best managed non profit.' Egmont consults with organizations in New England, nationally and internationally. She is active in local and national nonprofit networks and the development of the broad nonprofit sector. She is a Certified Association Executive, Certified Fund Raising Executive, and has been a Senior Fellow at the Lincoln Filene Center for Citizenship and Public Affairs at Tufts University (now the University College for Citizenship and Public Service). She coordinated Boston 's Goldberg Seminar and is active in the Consultant's Network for Effective Nonprofits.

857-449-0001
segmont@egmontassociates.com

 

Tim Wolfred, Ph.D., Compass Point Nonprofit Services, San Francisco, CA

Tim is a Senior Project Director. He began his nonprofit career in 1971 as executive
director of a child welfare agency in Illinois. He was executive director of the San Francisco AIDS Foundation 1985 to 1989. After then serving as interim executive director in 16 Bay Area nonprofits, he inaugurated in 1998 CompassPoint's Executive Transitions program, which has now worked with over 300 nonprofit agencies. Tim is the author of the book “Managing Executive Transitions: A Guide for Nonprofits”, which was released by Fieldstone Alliance in 2009. He previously published two monographs related to nonprofit transitions, “Building Leaderful Organizations: Succession Planning for Nonprofits”, and "Interim Executive Directors: The Power in the Middle," which were published by the Annie E. Casey Foundation. He is also co-author of two seminal studies of executive director tenure and experience, "Daring to Lead" (2001) and “Daring to Lead 2006”, which were published by CompassPoint. All of Tim’s publications can be found on the Research & Publications page of the CompassPoint website.

415.541.9000
TimW@Compasspoint.org

 

Gail Meltzer, CFRE, CoreStrategies for Nonprofits, Miami, FL

Gail was a senior development officer in the nonprofit arena for over 20 years when she began her consulting work eight years ago. She has created and/or implemented comprehensive fund raising programs and campaigns for a wide variety of nonprofits and foundations. Gail has also experienced “life on the other side” by serving on numerous nonprofit boards during her career. She has had the distinction of being designated a Certified Fund Raising Executive (CFRE) since 1990, which requires ongoing rigorous documentation of fund raising success as well as service to the profession. She has been writing for years about fund development and is a skilled trainer, specializing in teaching boards and staff how to embrace fund raising and create dynamic and effective donor relations programs for their organizations.

888-458-4351 Ext. 81
GailMeltzer@CoreStrategies4Nonprofits.com

 

Robyn Perlman, CoreStrategies for Nonprofits, Miami, FL

Robyn Fern Perlman specializes in planning and initiating marketing and communications’ strategies for nonprofit organizations and private corporations. She also has extensive experience with the working press, public policy issues and community affairs, assisting nonprofit and government entities. Robyn founded the WINGS Foundation, which brought arts and science programming to children in rural Kentucky. She serves on the executive committee and is the former vice chair of the Broward County School Readiness Coalition, which allocates $90 million per year for school readiness programs in the county. She also serves on the board of Miami Dade County Legal Services. Robyn is a mentor and chairs the scholarship committee for the Women of Tomorrow, which provides scholarships to female South Florida high school seniors. She was named Mentor of the Year, 2009.

888-458-4351 Ext. 82
RobynPerlman@CoreStrategies4Nonprofits.com

 

Terrie Temkin, Ph.D., CoreStrategies for Nonprofits, Miami, FL

Terrie is one of the world’s premier governance experts, sharing her knowledge throughout the U.S. and countries such as Australia, England, Haiti, Jamaica, Kenya and Singapore. She brings to her work more than 30 years of experience in the nonprofit arena, gleaned from the distinct vantage points of board member, board chair, executive director, trainer and consultant. Terrie is an award winning speaker, an engaging group facilitator and a prolific writer. She has published extensively in most of the nonprofit journals – including several overseas – has written four books, has chapters in three others, and for five years wrote a newspaper column on governance for the Miami Herald, which is distributed today by a variety of journals, newsletters and magazines. In her spare time Terrie teaches governance in a master’s program at Florida Atlantic University.

888-458-4351 Ext. 83
TerrieTemkin@CoreStrategies4Nonprofits.com

Listen now (39:50) or here to read the transcript