2021 Equipped for Succession

A Retreat for Chief Executives age 55+
November 8, 2021, 2:00 pm to November 9, 2021, 2:00 pm
Indianapolis Marriott Downtown

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

Location

  • Indianapolis Marriott Downtown, 350 West Maryland Street, Indianapolis

Resource Persons

  • Tim Wiens, recently retired CEO of Jubilee Association, Kensington, MD
  • Karen Lehman, CEO, MHS
  • Bill Hartman, Vice President of Organization Services, and Craig Foor, Financial Planner, Everence

Registration and Logistics

  1. The retreat fee is $750.  The fee includes:
    1. Facilitator and resource persons
    2. Lodging for one night
    3. Meals and snacks
    4. Resource materials
  2. Preparation Resources – a list of readings and websites will be shared prior to the retreat
  3. Ground rules:
    1. Be quick to listen and slow to give advice
    2. Ask questions over giving answers
    3. Fully participate in the sessions
    4. What is said or happens at the retreat stays at the retreat
  4. Facilitator: Karen Lehman, President/CEO of MHS karen@mhsonline.org
  5. Register here