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Exploring Succession Planning

April 20, 2022
9:00 A.M. – Noon PDT


Registration for this training is closed. If you are interested in being added to a waitlist for the next time this training is offered, please contact CalTrin.


succession planning tile


Many leaders are looking seriously toward retirement and yet Executive Directors and board members aren’t sure how to plan for a successful transition – in one year, two years, or another time horizon. Take advantage of this unique opportunity to see what options will work best for strengthening your organization and preparing your team for an eventual change in leadership.

  • What should you consider?
  • What will it take to make the transition work well?
  • How do you talk about it with board members, staff, and funders?
  • What are some recent examples and lessons learned on this subject?


Learners will:

  • Review considerations for preparing your team for an eventual change in leadership
  • Map out a plan for transition of the senior leadership position


Who should attend: Executive Directors, CEOs, Senior Directors, other senior leader roles, and Board Chairs of family resource centers and other nonprofit child and family-serving organizations, councils, and networks.



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Leslie has over 30 year of experience in the nonprofit philanthropic field at the local and national levels, fostering change and meeting social and community needs through strategic planning, leadership training, and organizational development. At CNM Leslie provides leadership training, facilitation and consulting to a wide range on nonprofit organizations. She served as Organizational Development and Management Adjunct Faculty at Hebrew Union College, Los Angeles, and School of Jewish Nonprofit Management. Leslie also has ten years of experience as an urban planner. She has a Master’s degree in Urban Planning from the School of Public Administration at New York University and a Bachelor’s degree from the School of Business Administration at the University of California at Berkeley.


Leslie Robin Photo



Senior Strategist, Center for Non-Profit Management

Regina has been a marketing and communications executive within the corporate, nonprofit, and public sectors for over 20 years. After graduating from USC, she began her career at Eyewitness News in Los Angeles, served as press secretary for California’s Attorney General, worked to build the Public Affairs office at Children’s Hospital Los Angeles, ran the New Los Angeles Marketing Partnership in collaboration with Mayor Riordan and corporate leaders throughout the region, and was later appointed by the Governor to be a consumer advocate. In 2006, Ms. Birdsell became the president of the Southern California Center for Nonprofit Management, which provides management and leadership education and coaching for thousands of nonprofit executives and volunteers every year.




President & CEO, Center for Nonprofit Management