Mind the Gap: Succession Planning for Nonprofits
Mind the Gap: Succession Planning for Nonprofits
Presented by Your Part-Time Controller
When a longtime accountant, finance leader, or other key staff member leaves, nonprofit organizations – especially lean ones – can face significant disruption without a clear plan in place. This session explores practical succession planning strategies, including how to assess your current financial structure, identify vulnerabilities, and evaluate staffing, outsourcing, and technology options to support continuity.
Participants will also work through a case study to see how these concepts come together in practice. You’ll leave with a clearer understanding of how to plan for transitions, strengthen internal controls, and maintain continuity to support long-term financial health.
Who Should Attend: Nonprofit leaders and professionals responsible for financial oversight or managing organizational transitions.
Learning Objectives:
- Assess your organization’s current financial management structure to identify roles, responsibilities, and potential vulnerabilities.
- Compare financial management models to evaluate future support options.
- Outline a practical leadership transition plan that supports continuity and reduces disruption.
Speakers:
Patti Withington
Director, Your Part-Time Controller, LLC
Patti Withington is a Director with YPTC. She first joined YPTC in 2011 as an Associate and then made the switch in 2014 to lead YPTC’s sales activities until 2017, when she left to become CEO of a local Boys & Girls Club nonprofit organization. Patti returned to YPTC in 2023 and assumed her current position as Director to lead the Remote Services Prime Market. Patti has over 30 years of accounting and finance experience including 20 years of nonprofit experience: as CEO of a Boys & Girls Club and Big Brothers Big Sisters organization and CFO of an Arc organization. Patti has had the opportunity to make a difference in others’ lives through the nonprofits she supports. Her passion is seeing nonprofits succeed with strong financial management practices so they can strategically continue to impact those they serve.
Tracy Antonik
Associate, Your Part-Time Controller, LLC
Tracy Antonik, CPA, joined YPTC in 2023 and is an Associate within the Remote Services market. He has over 15 years of experience as an auditor, consultant, and financial executive. He has worked with a variety of organizations from an international fitness brand to volunteer led non-profits to large utilities and local governments. This includes almost a decade of single audit and grant management experience with both local governments and nonprofits across a wide spectrum of Federal Departments of Energy, Housing and Urban Development, Justice, and Transportation grants, among others. He has taught continuing education for CPAs and financial curriculums for a franchisor’s new franchisees.
