Leadership Roundtable: Taking the Suck out of Succession Planning – Finance & Development

The Nonprofit Leadership Initiative is offering a “Leadership Roundtable: Taking the Suck out of Succession Planning – Finance & Development”:

“Join Nonprofit Leadership Initiative (NPLI) and Erin Schultz-Wege, Executive Director of SOAR Fox Cities Inc., in an interactive leadership roundtable session designed to equip nonprofit leaders with the tools to establish a robust succession plan for finance and development operations.

TOPICS:

• Documentation of key financial accounts and processes
• Roles in record-keeping and investment account management
• Funder databases and donation management
• How to maintain and manage campaigns during leadership changes

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.

FACILITATOR:

Erin Schultz-Wege – Executive Director, SOAR Fox Cities

Erin is a nonprofit leader with nearly 20 years of experience and a heart for mission-driven work. She holds a master’s degree in social work from UW-Green Bay and has served in a wide range of organizations – from providing re-entry and AODA counseling in Milwaukee, to supporting survivors of domestic violence at a shelter on the Menominee Indian Reservation, to leading a family homelessness shelter through a capital campaign and move into a new space.

Today, Erin leads SOAR Fox Cities where she oversees everything from payroll and finance procedures to grant strategy, donor stewardship, and endowment planning – all while making sure the mission never gets lost in the math. She believes succession planning when framed as an act of care, sustainability, and leadership – not departure and doom – becomes way more approachable. It’s not about planning for someone to leave, it’s about ensuring the mission keeps thriving no matter what and with the right mindset (and maybe a little humor), it doesn’t have to suck.”