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Concurrent Session (Onsite and Online)

NOT24SS02. Don't Panic: Change is Inevitable. Strategies for Success, presented by Han Group

In this session, we'll address the challenges and considerations involved in transitioning the controller role in not-for-profit organizations, catering to both executives facing a controller's departure and incoming controllers stepping into the role. We'll provide guidance and practical strategies for executives to facilitate smooth transitions and for incoming controllers to navigate the handover process effectively. Topics covered include essential questions to ask, key information and documents to request, risk identification and mitigation, and best practices for managing transitions in not-for-profit finance.


Learning Objectives:

  • Management will learn practical strategies to facilitate smooth transitions in the accounting department.
  • Management will understand and learn how to mitigate risks when managing transitions.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Finance
Level
Intermediate
Prerequisites
for participants with a background in the subject area who desire to keep current
Advanced Preparation
None