This session will guide organizations on effective contingency planning, incorporating the knowledge of a leadership transition strategist with the experience of a finance team leader. Together, they will provide a framework with actionable steps that can be taken now to minimize future disruption including: assessing talent, developing cross-training plans, documenting critical information, preparing communication plans, and other relevant information, resources and temporary solutions. Furthermore, the session will explore how approach and tactics must flex to address various sources and circumstances of rapid and unexpected change and how this planning can even be leveraged for anticipated changes as well.

Karen R. Schuler, Partner – Nonprofit Search, Transition & Planning
Jewel Cornelius-Royer, CPA, Partner, Client Accounting & Advisory Services

Program Description Planning for the Unexpected
Important Notice Regarding CPE:
Learning Objectives At the end of this course, the attendee will be able to:

  • Identify elements of department continuity planning
  • Evaluate strategies to minimize operations disruptions in the event of unplanned/emergency absences and how to align operations team talent management with business planning
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Business Management & Organization
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.