Equipped for Succession


The next Equipped for Succession Retreat will take place in 2024.

Target Audience

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

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