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.
