Succession Planning

Date(s) - May 24, 2023
3:00 pm - 4:00 pm

Fee: $45 with promocode
Register at:

Common Good VT is pleased to share this webinar from Utah Nonprofits Association. Please email [email protected] with questions. 

Succession planning can help organizations avoid critical disruptions to their programs and services and can unify their stakeholders on a clear path toward mission success. Join UNA and FORVIS for the essential training led by nonprofit leadership expert, Dan Prater.

National studies have revealed that up to 75% of all nonprofit executives planned to leave their positions during the next five to seven years. In addition, many of the current nonprofit leaders are Baby Boomers and have entered retirement age. Yet a report by the Kansas City Fed showed that about 70% of organizations do not have a succession plan.

This webinar will cover:

  • The importance of a plan
  • Types of succession plans and steps involved
  • How to communicate the plan internally and externally

Who Should Attend?
Executive Directors, board members, organizational leadership, HR staff, and anyone else who would benefit from learning about leadership transitions and succession planning.

Registration Instructions: Register at the discounted rate ($45) using the code 2023SPCGV.

Register Here

About the Speaker:

Dan Prater

Dan is the Senior Managing Consultant at FORVIS, LLC. Dan has an extensive background in nonprofit leadership and higher education. He was the founder and executive director of the Center for Nonprofit Leadership at Drury University (Springfield, MO). In this role, he organized workshops and conferences, consulted nonprofit organizations, and wrote and spoke on industry-related topics. He co-created the university’s popular Master of Nonprofit and Civic Leadership and continues to serve as an adjunct instructor in the program.

Dan has authored several studies on nonprofit and civic issues. Most recently he published in-depth studies on Religious Congregation Community Engagement, Volunteerism, and Nonprofit Impact.

Dan provides consulting services to numerous nonprofits, NGOs and governmental organizations. He works with a variety of types and sizes of groups. Throughout the past few years, he has provided assistance to large institutions/organizations such as the Mississippi State University, University of Texas, Belmont University, and healthcare systems, as well as to mid-sized and small organizations that have no paid employees.

Dan was the board chair of Nonprofit Missouri, the statewide organization that promotes nonprofit organizations. He currently sits on these boards: Greene County Family Violence Center – Harmony House, Ozarks Regional YMCA (Springfield, MO), Elevate Lives (Springfield, MO), and Isabel’s House Crisis Nursery – advisory board (Springfield, MO).

Dan is a frequent speaker at conferences and workshops across the Midwest. In addition, he has been published more than 25 times on topics of the nonprofit industry and has authored multiple research projects.

Dan completed the Georgetown University Nonprofit Executive Management program, has a Master of Art in Communication from Drury University and a Bachelor of Arts in Communication from Evangel University.

About Forvis

FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that represents our unique focus on preparing our clients for what is next. With more than 5,400 dedicated professionals who serve clients in all 50 states, as well as across the globe, FORVIS will offer comprehensive assurance, tax, advisory, and wealth management services. Learn more about FORVIS.