Equipped for Succession


October 8-10, 2024


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


$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 12 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



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.