AVOIDING THE "SUCCESSION CLIFF":
PLANNING YOUR NEXT FINANCE TEAM
Planning for staffing changes in an organization is important, and when it comes to your organization's finance team, it is especially critical to prepare. Whether it's a matter of seeking a replacement for a departing finance staff member, or needing to grow your finance team to meet capacity, creating a thoughtful process with an eye towards racial equity and social justice can ensure your succession planning is a success, in addition to paving the way towards deepened alignment and stability within your organization.
We invite you to join us for a virtual panel discussion that explores this topic through an intimate conversation hosted by CompassPoint's Executive Director Shannon Ellis and CompassPoint's Finance Director Monica Marie Avery, who will both share their experiences and insights while looking back at CompassPoint’s process of building internal leadership in finance as part of a broader succession planning effort that centers the importance of social justice values and racial equity.
The panel will offer tools for addressing succession planning for nonprofit finance roles, the lack of racial diversity and social justice-aligned candidates to fill nonprofit finance positions, as well as the social forces underlying these trends in finance staffing and how they impact day-to-day finance functions.
This panel discussion is open to...
1. People in nonprofit finance who are considering transitioning from their current roles.
2. Executive Directors looking to replace departing finance staff or grow their finance team.
3. People in programming roles who are interested in moving into finance operations.
Attendees will:
- Learn tactics for enacting a succession planning program in their organizations
- Gain insights into the experiences of program staff who have moved into positions in finance operations
- Identify the importance of not just racial diversity in finance operations but also hiring racially diverse candidates who hold a social justice ethic
- Understand the lack of entry level pathways to finance operations positions in the nonprofit sector and how that perpetuates a lack of diversity amongst finance operations staff.
Accessibility is very important to us! Closed captioning will be provided. If you require specific accommodations, please notify us at workshops@compasspoint.org two weeks in advance of the scheduled offering so that we can do our best to meet your needs. ASL interpretation is not provided unless requested.
Date & Time >>
Tuesday, Oct. 15 (10am to 12pm Pacific)
Pricing >>
Registration for this training is offered on a sliding scale depending on your individual and organizational access to financial resources. Our sliding scale is an intentional effort to distribute resources equitably between organizations and individuals we work with. If your personal or organizational budget allows (based on the criteria below), please pay the Sustain or Redistribution cost so we can keep registration accessible for leaders and organizations who may not be in the same position. Greater access strengthens us all!
Redistribution Fee: $225
This price covers the cost of your registration and also makes it possible for us to offer a Solidarity price for individuals and folks from organizations with fewer financial resources. This price level is intended for:
Folks who are able to personally pay this price without financial hardship, OR
Folks paying with financial support from a foundation or an organization with a budget greater than $4 million
Sustain Fee: $150
This price allows us to sustain our work. This price level is intended for:
Folks paying without financial support from an organization and who are able to pay this price without financial hardship, OR
Folks paying with financial support from an organization with a budget between $1 million and $4 million
Solidarity Fee: $75
This is a discounted price we offer to make our programs more accessible to folks with fewer personal and/or organizational financial resources. This price level is intended for:
Folks paying without financial support from an organization and who are not able to pay the Sustain price without financial hardship, OR
Folks paying with financial support from an organization with a budget of $999,000 or less
How to Sign Up >>
If you don’t already have one, create a CompassPoint account. You are required to have an account in order to sign up for this series. Once you have created your CompassPoint account, you can register by adding the series to your cart.
If you have questions about registering, please contact workshops@compasspoint.org. If you have any questions about the series, please contact Monica Marie.
**Please note that registration for this panel discussion is subject to our cancellation and refund policy!**
CANCELLATIONS
We can only issue a full refund if you cancel (at least) ten business days before the event starts. We can provide a 50% refund if you cancel 7-9 business days before the date of the event. We can’t provide refunds if you cancel within six business days or less of the date of the event. If you need to cancel your registration, please contact workshops@compasspoint.org.
TRANSFERS
This event is non-transferable! Unfortunately, we cannot transfer this registration to another event or training at CompassPoint.
MEET THE TEAM
Monica Marie Avery
(she/they/he)
Panelist | Content Designer
Shannon Ellis
(she/her/hers)
Panelist | Content Designer