Succession Planning
Managing Leadership Transitions that
Help Organizations Thrive

Friday, October 15, 2021

Time: 11:30 a.m. – 1:00 p.m. (Pacific)

Fees: Members $20 – Non-Members $35

Pending 1.5 CEs
from CFRE International

Click Here to Register

Strong nonprofit leadership is key to the long-term success of the organization, but leaders do have an “expiration date.” By taking a deliberate and proactive approach to planning, nonprofits benefit from smooth and thoughtful leadership transitions. Did you know that less than 1/3 of nonprofits have a written succession plan? When a transition occurs due to an unexpected vacancy on the staff or board, or the anticipated transition of a long-term leader, being prepared can help a nonprofit weather the inevitable challenges of leadership transition.

Leaders in the nonprofit community with deep experience in executive search, staff and leadership coaching, and board and staff recruitment and retention will join our panel to discuss the questions than need to be asked.

Panelists will explore questions that include:

  • Who should be involved in succession planning?
  • How transparent should leadership be around succession plans?
  • How do you prepare an organization to remain resilient during an unexpected departure?
  • What do your funders want to know about your plans? Is succession planning important to them or does it signal change that might scare them away?
  • How do you help new leadership get settled?
  • How do you retain your institutional knowledge and bring in the next generation of leadership on your board?

Panel Members

Norbert Tan
SB Lemons & Company
Thought Partner and Executive Coach

Norbert is a certified executive coach, consultant, and certified interim leader who works with senior leaders, teams, and boards of directors to optimize peak performance. As a thought partner, he helps organizations build capacity to maximize their missions and community impact, whether he is guiding strategic planning, boosting philanthropic revenue, or fine-tuning operations.

Norbert brings over 25-years of leadership and management experience from the non-profits, performing arts, higher education, entertainment, advertising, and legal fields.

Norbert currently serves as the Deputy Director for the Asian Pacific Policy & Planning Council (AP3CON), which is the founding coalition partner of the Stop AAPI Hate national incident reporting center. Along with his executive coaching clients, Norbert is also consulting with the Center for Nonprofit Leadership’s Board Leadership Institute at California Lutheran University, the Ventura Fire Foundation, and the Korean-American Coalition of Los Angeles.

Norbert’s prior regional experience includes serving as the Associate Vice Chancellor for Institutional Advancement at Antioch University, Executive Director for the Ventura College Foundation, and the Managing Director of Rubicon Theatre Company. He has been directly involved in raising over $30M over his career with regional non-profit organizations.

Norbert earned his MBA in Non-Profit and Arts Management from UCLA’s Anderson School and his BS in Business Administration from UC Berkeley’s Haas School. Norbert was selected to join the Kennedy Center for Performing Arts in Washington D.C. as an Arts Management Fellow.

Norbert currently resides in Ventura County with his wife Tracy, 13-year-old daughter Ceora, and ever-expanding pet menagerie.

Cassie Carter
Vice President
Campbell & Company

As a Vice President, Cassie Carter brings 30 years of passion and experience in the nonprofit and higher education sectors to her work at Campbell & Company. Cassie focuses on developing a shared understanding with clients of the opportunities and strengths of their organizations and how those can be leveraged to achieve a high level of long-term fundraising success. She looks forward to opportunities to:

  • Partner with nonprofit organizations to make a lasting, positive impact on the lives they serve
  • Empower staff and boards to create effective and sustainable strategies and systems that help them expand their impact
  • Promote a culture of philanthropy and community that brings organizations and their stakeholders together to accomplish great things through their mission

Prior to joining Campbell & Company, Cassie held significant leadership positions in several prominent academic institutions and nonprofits throughout the country as they grew their fundraising programs; she was Associate Vice President for Development and Director of Campaigns at Hawaii Pacific University, Associate Vice President for Development Operations and Director of Advancement for the College of Science and Mathematics at Cal Poly, and Executive Director of the Montana Outdoor Science School. She also taught life science at Santa Monica College for many years.

Cassie has long been dedicated to the nonprofit sector. She served as the Director of Programs for Heal the Bay in Santa Monica and volunteers as a board member of several nonprofit organizations throughout Hawaii, Montana, and California. Currently she is on the board of directors for the Pierce College Foundation and serves as an advisor for the Community Foundation of the Valleys.

Cassie holds a doctoral degree in Teaching and Learning with an emphasis on science education and public administration from the University of Southern California, a bachelor’s degree in biology from California State University-Northridge, and an associate of arts from Los Angeles Pierce College.