Equipped For Succession – Registration

A Retreat for Chief Executives age 55+
November 8, 2021, 2:00 pm to November 9, 2021, 2:00 pm
Indianapolis Marriott Downtown

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


Indianapolis Marriott Downtown

350 West Maryland Street
Indianapolis, IN 46225

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:

  1. The retreat fee is $750.  The fee includes:
    • Facilitator and resource persons
    • Lodging for one night
    • Meals and snacks
    • Preparation Resources – a list of readings and websites will be shared prior to the retreat
  2. 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
  3. Facilitator: Karen Lehman, President/CEO of MHS karen@mhsonline.org
  4. Register here https://www.mhsonline.org/2021-equipped-for-succession