Thursday May 12, 2016 at 9:00 AM EDT
Friday May 13, 2016 at 4:00 PM EDT

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The Center 
208 W. 13th Street
Conference Room 310
New York, NY 10011

Driving Directions 


Karen Schuler & Melody Thomas 
Raffa, P.C. 

Register Now!May 12-13, 2016

Early Bird: $550 (before 4/1/2016)
Regular: $695 (after 4/1/2016)

Agenda At-A-Glance

Day One Morning
Registration and Continental Breakfast
Overview, Introduction, and Community Building
Discussion: Transition Readiness
Presentation and Discussion: Sustainability Planning

Day One Afternoon
Lunch and Discussion: Readiness Insights
Presentation: Succession Planning
Presentation: Executive Transition Management
Reflection, Action Planning and Group Discussions
Wrap-Up and Overnight Assignment

Day Two Morning
Continental Breakfast, Reconnecting and Overnight Ahas
Introduction to Communications Planning
Topical Breakouts (Small Groups)
Panel Discussion: Executive & Board Leader Experiences

Day Two Afternoon
Lunch with Panelists
Exploring What’s Next: Beyond the Executive’s Role
Resources and Open Questions
Action and Communications Planning
 Evaluation and Wrap-Up

Nearby Hotels
Call the hotel directly to secure a reservation

Incentra Village House
32 8th Avenue, New York, NY 10014
0.2 miles (4 minute walk)
(212) 206-0007

Hotel 309
309 West 14th Street, New York, NY 10014
0.2 miles (4 minute walk)
(888) 309-4683

Chelsea Pines Inn
317 West 14th Street, New York, NY 10014
0.2 miles (5 minute walk)
(888) 546-2700

 The Jade Hotel
52 West 13th Street, New York, NY 10011
0.3 miles (6 minute walk)
(212) 375-1300

Dream Downtown
355 West 16th Street, New York, NY 10011
0.4 miles (8 minute walk)
(212) 229-2559

The Maritime Hotel
363 West 16th Street, New York, NY 10011
0.4 miles (8 minute walk)
(212) 242-4300

The Standard High Line
848 Washington Street, New York, NY 10014
0.4 miles (9 minute walk)
(212) 645-4646

Chelsea Inn
46 West 17th Street, New York, NY 10011
0.5 miles (10 minute walk)
(212) 645-8989

Washington Square Hotel
103 Waverly Place, New York, NY 10011
0.5 miles (10 minute walk)
(212) 777-9515

GEM Hotel
300 West 22nd Street, New York, NY 10011
0.6 miles (11 minute walk)
(212) 675-1911

 The Marlton Hotel
5 West 8th Street, New York, NY 10011
0.5 miles (11 minute walk)
(212) 321-0100



Nonprofit CEOs - A Next Steps Planning Workshop
Explore tools for executive succession and transition,
presented in a confidential environment

Are you thinking about leaving your chief executive position within the next 1-5 years?
Exclusively for nonprofit chief executives, Raffa’s Next Steps Workshop offers a safe and confidential space to explore best practices in organizational sustainability, leadership succession, and chief executive transition.

Our two-day workshop focuses on you, your legacy, and how to prepare yourself, your organization, your staff, and your board for your eventual departure. These “tough-to-talk-about” topics are skillfully guided by national experts who have helped more than 500 executives – with tenures ranging from 5 to 35 years – ensure that their hard work and legacies endure.

Next Steps Features

  • Three Vital Tools
    1. Organizational Sustainability Planning
    2. Leadership Succession Planning
    3. Executive Transition Management  

  • Two Tracks for Succession and/or Transition
    1. Preparing Yourself 
    2. Preparing Your Organization 
  • Roles Discussion of executive, board, and staff roles
  • Communications Advice on the who, how, and when
  • Small Groups Work with experts and peers on the three vital areas
  • What's Next Discussion on possibilities beyond the chief executive role (retirement, consulting)
  • 30-Minute Coaching Call Speak with a facilitator before, during, or after the workshop

You'll Leave Next Steps with...

  • Clarity about where you are personally, professionally, and organizationally with succession, transition, and what's next for you beyond transition. 
  • A high-level action plan for transition, capacity building, and sustainability.
  • Tools and guides you can tailor to your needs.
  • A rich understanding of what will be required of yourself, your organization, and your board.
  • Your concerns addressed by hearing from peers who have successfully transitioned.
  • New ideas for building team diversity and strength.

Workshop Facilitators 

Rachael Gibson, Senior Consutant at Raffa, leads executive search, strategic and sustainability planning, and board development engagements. For more than 16 years, she has provided management consulting and facilitation services to nonprofit and philanthropic institutions. She served as the President/CEO of Mosaica. She has also served on various nonprofit boards, including the board of the Alliance for Nonprofit Management. 

Headshot Karen Schuler Karen Schuler, Search Executive at Raffa, helps organizations maximize their ability to fulfill their missions. For more than 30 years, she has consulted with nonprofits to support their executive transition management processes, revitalize business functions, and improve management-Board relations.

Next Steps Workshop Testimonials:

"It's imperative for the future of your organization."
- Ron Simmons, Us Helping Us, People Into Living, Inc.

“I have a much deeper understanding of succession planning and its importance and found the whole workshop compelling and thought-provoking. I am so glad I came. I’ve developed an action plan! Thanks.”
- Margie Hale, West Virginia Kids Count Fund

“The workshop transformed my confusion, dread, and trepidations into a clear plan I can be enthusiastic about. It was a two-day miracle.”
- Nancy Thaler, National Association of State Directors of Developmental Disabilities Services

“One of the most important steps an organization can take to ensure its long-term viability is to develop succession plans. It is a basic building block of governance. The workshop addresses the succession planning process, and I highly recommend it.”
- Gerald P. McCarthy, Virginia Environmental Endowment

“This is a valued ‘space’ to learn and share with nonprofit peers regarding succession planning as an effective organizing practice, regardless whether you’re leaving within the year or in several years.”
- Anonymous

“This session is extremely beneficial for any nonprofit executive who wants to leave his/ her organization in the right way. Thank you!”
- Cathey Brown, Rainbow Days

“An invaluable exercise in grappling with tough issues and challenges.”
- David Marzahl, Center for Economic Progress

Registration is now OPEN, Click Below to Register

Register Early: Enrollment is limited to 20 participants!

Registration includes lunch, comprehensive resource materials, a workbook, a complimentary book,
and a 30-minute coaching session.

May 12-13, 2016
Early Bird: $550 (before 4/1/2016)
Regular: $695 (after 4/1/2016)

Register Now!