Thursday, July 13, 2017 at 9:00 AM EDT
Friday, July 14, 2017 at 4:00 PM EDT

Add to Calendar 


Raffa, P.C. 
1899 L. Street NW, Suite 850
Washington, DC 20036

Driving Directions 


Karen Schuler & Samantha Sadiv 
Raffa, P.C. 

Register Now!July 13-14, 2017

Early Bird: $495 (before 6/1/2017)
Regular: $650 (after 6/1/2017)

Agenda At-A-Glance

Day One Morning
Registration and 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
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. We recommend a reservation that can be cancelled in the event of a change in your plans.

Hotel RL
1823 L. Street, NW, Washington, DC
(202) 223-4320
1 minute walk (0.1 mile)

St. Gregory Hotel and Suites
2033 M Street, NW, Washington, DC
(202) 466-6750
6 minute walk (0.3 miles)

Hotel Madera - a Kimpton Hotel
1310 New Hampshire Ave., N.W. Washington, DC
(202) 296-7600
8 minute walk (0.4 miles)

Renaissance Hotel
1143 New Hampshire Ave., NW, Washington, DC
(202) 775-0800
8 minute walk (0.4 miles)

Best Western Georgetown Hotel & Suites
1121 New Hampshire Ave NW, Washington, DC 
(202) 457-0565
8 minute walk (0.4 miles)

Capital Hilton
1001 16th St NW, Washington, DC 
(202) 393-1000
8 minute walk (0.4 miles)

The Ritz-Carlton
1150 22nd St NW, Washington, DC 
(202) 835-0500
8 minute walk (0.4 miles)

The St. Regis Hotel
923 16th St NW, Washington, DC 
(202) 638-2626
9 minute walk (0.4 miles)

The Hay-Adams
800 16th St NW, Washington, DC 
(202) 638-6600
11 minute walk (0.4 miles)

The Jefferson
1200 16th St NW, Washington, DC 
(202) 448-2300
11 minute walk (0.5 miles)

The Westin Georgetown
2350 M St NW, Washington, DC 20037
(202) 429-0100
11 minute walk (0.5 miles)





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.

Workshop Facilitators

Rachael Gibson, Senior Consultant at Raffa, leads executive search, strategic and sustainability planning, and board development engagements. For more than 16 years, she has provided management consulting and faciliation 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, Managing Director - Search, Transition & Planning 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 breakfast and lunch, a comprehensive workbook, and a 30-minute coaching session.

July 13-14, 2017

Early Bird: $495 (before 6/1/2017)
Regular: $650 (after 6/1/2017)

Register Now!