Speaking & Training

I am a frequent speaker and workshop facilitator for audiences of nonprofit leaders on the topics of leadership succession, organizational planning, and consulting excellence. Over the past 20 years, I have spoken to audiences throughout the United States. Below are some of my current topics followed by a sample of recent events. Unless otherwise noted, the planning topics are available as conference breakout sessions, half- and full-day workshops, or pre-/post-conference sessions. The consulting workshops are available as a one-day boot camp or a two-day intensive course.

Topics

  • The Nonprofit CEO Succession Roadmap. A two-day intensive planning event for nonprofit chief executives to create a strategy to prepare themselves and their organizations for their eventual transition out of the CEO role. Based on a new book, the event covers: (1) taking charge of your exit, (2) preparing your organization for CEO succession, (3) preparing yourself for life’s next chapter, and (4) leading the organization through the transition. Audience: Soon-to-retire nonprofit CEOs.
  • Moving In, Moving Up, and Moving On: Learning to Lead at Every Career Turn. This TED-style talk explores leader development and learning at three career stages: moving into a leadership role, moving up into your next leadership role, and moving on – the leadership in leaving your role. Available as a keynote or breakout session. As a breakout, it includes a working session where participants explore what they need to learn to meet tomorrow’s leadership challenges and future-proof their careers. Audience: Nonprofit staff and board members.
  • Seven Steps to Successful Leadership Succession
. Available formats: 30-45 minute keynote, 75-90 minute conference session, half-day workshop. Audience: Nonprofit CEOs and board members.
  • Six Keys for Building a Sustainable Nonprofit
. Available formats: 30-45 minute keynote, 75-90 minute conference session, half-day workshop. Audience: Nonprofit CEOs, senior staff, and board members.
  • Succeeding as a Consultant to Nonprofits – Setting Up Shop & Getting Down To Business. A two-day intensive course for mid- to late-career nonprofit executives who are starting or thinking about starting a consulting practice. This course covers both business skills and consulting process skills. For more info click here. Audience: Mid- to senior-level nonprofit executives who are starting or thinking about starting a consulting practice.

For information about speaking or training services, please call (240) 813-4681 or send me an email.

Upcoming & Recent Events

Here are my upcoming and select past speaking engagements/workshops:

April 19, 2017 – onlineLearning Lab Logo
The Nonprofit CEO Succession Journey: Prepare Yourself and Your Organization for the Transition
Nonprofit Learning Lab Online Institute

April 5, 2017 – Woodworth, LALANO logo
Leadership Succession and Organizational Sustainability
Louisiana Association of Nonprofit Organizations Executive Retreat

February 3, 2017 – Washington, DCfc_logo
Going Solo. Going Big. Setting Up Your Consulting Practice
The Foundation Center-Washington

December 6-7, 2016 – Baltimore, MDMaryland Nonprofits
Succeeding as a Consultant to Nonprofits
Maryland Nonprofits

November 17, 2016 – Washington, DCarnova
Executive Succession: Closing the Gap Between Ideals and Practice (Moderator)
ARNOVA & Alliance Joint Annual Conference

November 15, 2016 – Washington, DCfc_logo
Is Consulting Your Next Calling?
The Foundation Center-Washington

November 9, 2016 – Atlanta, GAgpa
Going Solo. Going Big. Setting Up Your Consulting Practice
Grant Professionals Association Annual Conference

September 29, 2016 – Baltimore, MDMaryland Nonprofits
Nonprofit CEOs: Preparing Yourself and Your Organization for Leadership Transition
Maryland Nonprofits Annual Conference

September 22,  2016 – Washington, DCboa-logo
Strategic Planning Isn’t Enough: Seven things your board can do to sustain your nonprofit
Bank of America – Board Member Boot Camp

September 17,  2016 – Washington, DCdcbar_logo
Strategic Planning Isn’t Enough: Seven things your board can do to sustain your nonprofit
DC Bar Association/Center for Nonprofit Advancement – Board Member Boot Camp

June 21-22, 2016 – Columbus, OHThe Columbus Foundation
The Nonprofit Succession Roadmap
The Columbus Foundation

May 13-14, 2016 – Washington, DCcenter
Succeeding as a Consultant to Nonprofits
Center for Nonprofit Advancement

April 29, 2016 – La Plata, MDcsmi150
Organizational Sustainability & Succession Planning
Sixth Annual Nonprofit Institute Conference, College of Southern Maryland

April 20, 2016 – McLean, VAnnlc150
Moving IN, Moving UP, and Moving ON: Learning to lead at every career turn
National Nonprofit Leadership Conference

February 27, 2016 – Washington, DCdcbar_logo
Are You Living Your Strategic Plan?
DC Bar Association/Center for Nonprofit Advancement – Board Member Boot Camp

November 14, 2015 – Washington, DCdcbar_logo
Are You Living Your Strategic Plan?
DC Bar Association/Center for Nonprofit Advancement – Board Member Boot Camp

July 28, 2015 – Baltimore, MDtg
Exploring What’s Next – Next Steps for Founders and Long-Term Executives
TransitionGuides, Inc.

June 27, 2015 – Washington, DCdcbar_logo
New Rules for Strategic Planning
DC Bar Association/Center for Nonprofit Advancement – Board Member Boot Camp

June 9, 2015 – Norfolk, VAvaaccses2015
Organizational Sustainability, Leadership Succession & Talent Management
vaACCSES Provider Conference

March 21, 2015 – Washington, DCcenter
New Rules for Strategic Planning
DC Bar Association/Center for Nonprofit Advancement – Board Member Boot Camp

May 12, 2015 – Hartford, CTtg
Exploring What’s Next – Next Steps for Founders and Long-Term Executives
TransitionGuides, Inc.

October 9-10, 2014 – Washington DCbsource
Exits From The Top and
Seven Steps to a Sustainable Nonprofit
BoardSource – Board Leadership Forum

May 23, 2014 – Syracuse, NYmaxwell
Preparation for the CEO Role
Moynihan Transnational NGO Leadership Institute
Maxwell School, Syracuse University

csmMarch 28, 2014 – LaPlata, MD
Don’t Let Succession Smash Your Mission
Nonprofit Institute, College of Southern Maryland

January 31, 2014 – Washington, DCacp
Leadership and Sustainability
Association of Philanthropic Counsel Winter Forum

October 1, 2013 – Virginia Beach, VAvaaccses
Successful Leadership Succession
vaACCSES Annual Conference

August 1-2, 2013 – Denver, COsfai
Next Steps for Founders and Long-Term Executives
State Fiscal Analysis Initiative Network

July 19, 2013 – Baltimore, MDtg
Exploring What’s Next – Next Steps for Founders and Long-Term Executives
TransitionGuides, Inc.

May 24, 2013 – Syracuse, NYmaxwell
Leadership Preparation
Moynihan Transnational NGO Leadership Institute
Maxwell School, Syracuse University

May 11, 2013 – Roanoke, WVcrh
Sustaining Leaders. Sustaining Organizations. Strategies for Managing Leadership Succession and Transition
Center for Rural Health Development

January 29, 2013 – Washington, DCtg
Exploring What’s Next – Next Steps for Founders and Long-Term Executives
TransitionGuides, Inc.

November 13, 2012 – Harrisburg, PApar
CEO Succession & Transition: Case Study Lessons
PAR Solutions Conference

October 18, 2012 – Cumberland, MDmacs
-Sustaining Organizations: CEO & Senior Leadership Succession & Transition Planning
-Grow Your Own Leaders: Identifying, Developing Retaining Talented Leaders
MACS Annual Conference

September 15, 2012 – Chicago, ILbsource
Successful Executive Transitions
BoardSource – Board Leadership Forum

July 26, 2012 – Webinarbsource
Chief Executive Transitions: Preparing for the Inevitable
BoardSource

May 26, 2012 – Syracuse, NYmaxwell
Leadership Preparation
Moynihan Transnational NGO Leadership Institute
Maxwell School, Syracuse University

May 7, 2012 – Washington, DCancor
Succession Planning: Creating Meaningful Transitions
ANCOR Annual Conference

April 12, 2012 – Phoenix, AZpiper
Building Sustainable Organizations for Executives & Boards
Piper Academy
Virginia G. Piper Charitable Trust

March 12, 2012 – Washington DCndrn
Developing a Leadership Pipeline through Talent Management
National Disability Rights Network

March 6, 2012 – Tulsa, OKokcntr
Building Sustainable Organizations for Executives & Boards
Oklahoma Center for Nonprofits

February-April, 2012 – Webinar Seriesancor
Succession Essentials
Leader Development Planning
Organizational Sustainability Planning
Executive Transition Management
ANCOR | American Network of Community Options and Resources

January 30-31, 2012 – Washington, DCtg
Next Steps for Founders & Long-Term Executives
TransitionGuides, Inc.

December 7, 2011 – Arlington, VAiaction
The Sustainable CEO
InterAction CEO Retreat

December 9, 2011 – Oklahoma City, OKuwcok
Introduction to Nonprofit Executive Succession & Transition
United Way of Central Oklahoma

September 17, 2011 – Oakland, CAalliance
Leadership: Chief Executive Selection
Alliance for Nonprofit Management

August 6, 2011 – Baltimore, MDarc-nce
Dancing with the Board
NCE Summer Leadership Institute
The Arc of the United States

June 21-22, 2011 – Oklahoma City, OKokcntr
Next Steps – Succession Planning for Board & Executive Teams
Oklahoma Center for Nonprofits

June 6, 2011 – Washington, DCancor
The Board’s Role In Creating A High Vitality Organization
ANCOR Annual Conference

May 2, 2011 – Indianapolis, INiga
Succession Planning – Maximizing Your Success
Indiana Grantmakers Alliance

March 22, 2011 – Philadelphia, PAjfn
Executive Succession and Organizational Sustainability
Jewish Funders Network International Conference

January 7, 2011 – Midland, TXnmc
Building Sustainable Organizations
Nonprofit Management Center of the Permian Basin