AFP Webinar: The Secrets of Small Shop Succession Planning

1:00-2:00 PM Eastern | Presenter: Amy Wolfe, MPPA, CFRE

Planning to be replaced is not an area many leaders consider.  It is essential for small shops to create a thoughtful transition strategy, taking into account the need to budget, leverage organizational strengths, determine the impact to staff and stakeholders, and prepare for the change.  In this session, we will share small shop succession stories, offer tangible lessons learned, and highlight how the process creates access and equity.

By the end of this session, participants will understand critical elements for small shop succession, including:

• Developing a realistic and robust timeline.
• Correlation to organization mission, vision, values, and strategic plans.
• Opportunities to develop internal staff with an emphasis on creating access for underrepresented populations.
• Creating a budget that incorporates transition and staff development.
• Executing a transparent and engaging communications plan, both internally and externally.

Presenter:

Amy Wolfe, MPPA, CFRE is a partner in Mujeres Poderosas, a collaboration of hard-working, determined, and passionate women sharing their collective wisdom for the betterment of organizations.  She has spent nearly twenty years in executive capacities within the charitable sector, most recently as the President and CEO of AgSafe. Her career also includes tenure as a professional staff member in the California State Assembly and with the creative team for E&J Gallo Winery.

Ms. Wolfe currently serves on Ag Innovations, League of Women Voters of Stanislaus County, and Modesto Rotary Club Boards of Directors.  Her previous Board service and leadership includes the Association of Fundraising Professionals, Modesto Chamber of Commerce, and United Way of Stanislaus County.

Ms. Wolfe possesses a Master of Public Policy and Administration from California State University, Sacramento and a Bachelor of Science in Agricultural Communications from California Polytechnic State University, San Luis Obispo.  In addition, she is accredited as Certified Fundraising Executive (CFRE).