Heather Eddy with Panel of Board Members

The Board is empowered and accountable for ensuring excellent leadership is in place at all times. A thoughtful and intentional planning process is crucial for any organization to be prepared for the potential departure of a leader - particularly a long-time leader and /or founder.

Less than 5 years ago, 75% of nonprofit executives did not plan to be in their current role in five years, nor head another nonprofit. Then, the pandemic. When Boards are forced to approach Leadership Transition/Succession Planning unexpectedly or within a short timeframe, they scramble to find knowledgeable resources about the complexity of today’s CEO/ED role. 

This session will outline an intentional approach to Leadership and Succession Planning as an ongoing Board topic. We will share what the Board should focus on annually related to leadership development, as well as how to ensure that your Board is “ready” at any point to undertake a search for a new leader. Participants will learn relevant information about the current executive market and offer suggestions for the Board Chair during a transition, including the role of the current CEO and an ideal 24 month timeline. 

Robert Record, MD

We each enter incarnational healthcare ministry through a calling to serve our neighbors, especially those who struggle. Our practices and our team members are missional, engaged and resilient on the good end and overly-expectant and prone to disillusionment on the struggling end. The massive amount of need around us and the complexity of modern medical practice management are more than enough in themselves. Couple these with our missional needs and ever-growing volume, and it is easy to see how we might struggle to have a culture that meets our ideals. and culture is not enough, we want organizational health.

Kyle Vath, BSN, MHA, RN

Healthcare ministries are complex organisms. As our ministries grow, they increase in complexity and many times, sacrifice their efficiency and core ministry if the complex systems are not "tuned-up" from time-to-time. Kyle will share some practical, best-practice recommendations for ensuring your healthcare ministry is functioning at it's greatest potential, allowing your ministry to thrive and serve!

Lynn Ivanek, BS with Marvin Hardy, MD

This session will describe how Grace Medical Home, a charitable clinic started in 2010 with a small staff and budget, grew quickly in response to a large community need. In order to meet this demand, the board and staff intentionally focused on sustainable ways to grow revenue without consideration of changing our mission and model. Grace now enjoys wide community support and sustains an annual operating budget of roughly $3.5 million which is more than twice the amount of the median nonprofit’s budget, successfully completed a $9 million Capital Campaign in less than a year, and maintains reserve funding of 6 months operating expenses.

Kim Swyden, Pastor

1. Consider the process of leading your board to develop a succession plan for the founder, leader, or executive director.

2. Getting succession buy-in from staff, board and ministry partners

3. Implementing the succession plan

Lance Lutrell, MSIE

As our organizations grow we are forced to become more sophisticated and build systems in place to continue to support the mission. Fear strikes and we think we will lose our culture. But it doesn't have to be that way. We will explore how systems and tools can help us focus on the important things. We will share the why behind reliable systems and discuss ideas on how to protect culture in the face of efficient systems.

Jael Chambers, MA

What do you do if you’re passionate about diversity, equity, inclusion and belonging at your health center but have limited resources and support for implementation? In this session we will explore the key areas to build a foundation for sustainable DEIB that aligns with your organization’s vision and mission. Co-Presenter Alyssa Vasquez