The Equipped for Succession Retreat offers a sacred and safe place for chief executives to reflect on leadership succession, including their own personal timing and that of the organization, and ways to make a transition optimal for themselves and for the organization.
Retreat Features:
- Insights from leaders who have made a transition within the last few years
- Reflections on various board and executive transition planning processes
- Planning life changes from an Everence financial planning perspective
- How to know when it is time for a transition and how to begin the process
- Best practices on how to leave well
- Spiritual and professional readings and reflection on life and leadership transitions
- Great food and conversation
Location
- Indianapolis Marriott Downtown, 350 West Maryland Street, Indianapolis
Resource Persons
- Tim Wiens, recently retired CEO of Jubilee Association, Kensington, MD
- Karen Lehman, CEO, MHS
- Bill Hartman, Vice President of Organization Services, and Craig Foor, Financial Planner, Everence
Registration and Logistics
- The retreat fee is $750. The fee includes:
- Facilitator and resource persons
- Lodging for one night
- Meals and snacks
- Resource materials
- Preparation Resources – a list of readings and websites will be shared prior to the retreat
- Ground rules:
- Be quick to listen and slow to give advice
- Ask questions over giving answers
- Fully participate in the sessions
- What is said or happens at the retreat stays at the retreat
- Facilitator: Karen Lehman, President/CEO of MHS karen@mhsonline.org