Leadership Roundtable Series
sponsored by: 
Taking the Suck out of
Succession Planning:
Building & Retaining Your
Leadership Pipeline
Thursday, September 25th - 8:30 AM - 10:30 AM
Community Foundation for the Fox Valley Region Appleton, WI
Registration opens July 25th!
Strong leadership is essential for a nonprofit to be successful, but cultivating and retaining future leaders requires intention, strategy, and support. Join NPLI and CLA for a dynamic roundtable conversation focused on building and sustaining your organization's leadership pipeline. This session will offer practical insights and peer connection to help you take the next step in developing your mission's next generation of leadership.
LEARNING OBJECTIVES INCLUDE:
- Understanding the external factors in the current market
- Impact of the labor market on employee engagement
- How to drive engagement when the labor market is behaving complacent
- Assessing critical infrastructure and current workforce capabilities
- Leveraging technology to drive innovation in the workforce
- Map and assess mission-critical positions using a structured framework
- Build and activate a clear succession roadmap
WHO SHOULD ATTEND:
Nonprofit leaders and board members serving a nonprofit located within NPLI's service area.
This is a space for nonprofit leaders and board members to learn and have open dialogue. Attendance is capped at 30 people to provide time and space for authentic, peer-to-peer sharing.
ABOUT THE FACILITATORS:
This Succession Planning roundtable will be facilitated by Jocie Dye and Courtney Scott of CLA (CliftonLarsonAllen LLP).
Jocie Dye, MSA - Principal
Jocie Dye leads CLA's national assessment and system selection capabilities within CLA's client accounting and advisory services team. Jocie has more than 25 years' diverse experience in financial, operational, and IT management and leverages this experience to assist clients in assessing the structure, processes and systems of their finance and operations, with an eye to integration of cloud-based accounting systems and automated processes. Prior to joining CLA, Jocie was the Managing Director of Finance for a national charter school network based out of Pennsylvania. Jocie currently works with a wide variety of nonprofit and for-profit clients, with a focus in the charter school sector. To learn more about Jocie, click here.
Courtney Scott, MSHRM - Director of HR Consulting & Outsourcing
Courtney Scott leads CLA's Seamless Growth team supporting the HR Consulting and Outsourcing national practice. Courtney is recognized as a thought leader and trusted advisor with an exceptional ability to coach senior executives on their individual leadership style and in team settings through complex people and organizational challenges. Through her leadership, she delivers a high level of employee engagement by fostering a culture of trust, learning, innovative ideas, and shared commitment to success. Courtney emphasizes the importance of building strong relationships and being curious to understand and address the needs of both employees and the organization. To read Courtney's full bio, click here.
COST:
This is a free event, thanks to sponsorship provided by CLA, so participation is limited to nonprofits located within and primarily serving our service area (Outagamie, Calumet, Shawano and Waupaca Counties and the Neenah-Menasha area of Winnebago County).
Thank you for respecting the registration guidelines.
LOCATION:
Community Foundation for the Fox Valley Region
Community Conference Room
4455 W. Lawrence Street
Appleton, WI 54914
