Strategic Succession: Leadership Change With Confidence
Don’t leave your legacy to chance. Learn how to protect your mission, your people, and your impact—starting today.
A live, expert-led session for nonprofit leaders, board members, and executives who want to stop scrambling and start planning for leadership transitions with clarity, confidence, and strategy.
Thursday
June 26, 2025
11:30 AM–1:00 PM CT
Online (Zoom link sent after registration)
FREE | Includes free sample download from the Strategic Succession Workbook
Leadership change is inevitable—but crisis management doesn’t have to be.
Join Jodee O’Brien, Succession Strategy Expert and nonprofit leadership consultant, for a powerful session that will change the way you approach leadership transitions. You'll learn:
✅ What 70% of nonprofits miss when a leader departs
✅ How to build an emergency “Oh Crap” Plan for sudden exits
✅ Key emotional dynamics to address before transitions cause chaos
✅ The difference between crisis-only planning and true succession strategy
✅ Real-world examples of nonprofit transitions gone wrong—and right
This intro session will walk you through foundational tools used in the full Strategic Succession system, with actionable steps you can implement immediately. Whether you're a board member, founder, or executive director, this is the must-attend event to future-proof your organization.
The first session is just the beginning — it launches a 9-part deep dive where nonprofit boards and executive leaders will walk step-by-step through building a complete, customized succession plan that protects your mission and ensures a smooth leadership transition.
Who it's for: This is for you if...
Nonprofit board members wanting to fulfill their fiduciary duties during leadership change
Executive Directors or CEOs planning an exit or preparing for long-term sustainability
Founders who want to transition without losing the heart of their mission
New board chairs or HR leaders tasked with planning or overseeing succession strategy
Organizations with no formal succession plan who want to avoid scrambling during a transition
What you'll learn: Walk away with...
Identify hidden vulnerabilities in your current org structure
Address the emotional side of leadership change (before it derails your team)
Learn how to create a simple succession plan that aligns with your mission
Understand when and why to engage a third-party transition expert
Get your board aligned and ready to lead through change—not react to it
Strategic Succession: Leadership Change with Confidence
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Meet Your Presenter - Jodee O'Brien
Jodee O’Brien is a nonprofit transition strategist and seasoned business coach with over 30 years of executive experience. She’s helped organizations across the country build leadership pipelines, navigate founder transitions, and design succession plans that preserve mission and momentum. As the creator of the Strategic Succession: Leadership Change With Confidence workbook, Jodee brings a proven, practical approach that blends governance best practices with real-world boardroom insight.
“The strongest legacy isn’t the leader you’ve had — it’s the one you prepare next.”
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