Protected: Equipped for Succession

Register

Date

October 8-10, 2024

Location

Schaumburg, IL (near O’Hare airport) at the Renaissance Schaumburg Hotel

Cost

$1,500 (Member)

$2,000 (Non-member)

Target Audience

Chief executives considering a transition from their current role or sensing it is time to think about what comes next.

Sending it forward: a CEO retreat for the third, third of life.

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. This event is limited to 9 participants. Registration closes September 9th, 2024.

“The greatness of our lives is not in what we leave behind, but in what we send forward.” -Ray Noah

 

Facilitators: 

Karen Lehman, CEO, MHS Association

Clare Krabill, COO, MHS Association 

Tim Wiens, Consultant, MHS Consulting 

Participants will engage in:

  • Coaching: Consider organizational readiness, your career trajectory, personal finances, and relationships as inputs in developing your transition plan
  • Story: Learn through the shared experience of a peer who has gone before you
  • Inner Work: Reflect on your path through a guided framework on the stages of transition.
  • Group Processing: Listen, dialogue, and externally process within a small group to better decipher and articulate where you have been, where you are, and where you hope to go.

Learning outcomes include:

  • Understanding the Transition Process: Participants will gain a comprehensive understanding of the three phases of transitions (an ending, the in-between, and a new beginning) and differentiate between change and transition as well as understanding where they are in this process.
  • Exploration of Personal Transition Readiness: Attendees will explore their readiness for retirement and identify common barriers and fears related to retirement decision-making, enabling them to better assess their current and near-future status and align personal goals with organizational needs.
  • Financial and Practical Considerations: Participants will examine personal financial planning considerations and learn best practices for positive transitioning, including when to begin conversations with the board chair and key considerations for a smooth transition.
  • Personal Visioning and Planning: Attendees will engage in reflective exercises to release expectations of self and others, discern new opportunities, and develop a plan for the future, including drafting a plan with timelines and identifying accountability partners.