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Charles Schwab Bank: Leadership Continuity Workshop (Dallas 2024)

August 29 @ 9:00 am - 12:00 pm

Are you a long-time leader of an organization or board member passionate about ensuring the sustainability of your organization? In partnership with CNM and Charles Schwab Bank, create a practical and actionable leadership continuity plan that will prepare and guide your organization through future leadership transitions.

Don’t let the fear of change bind your impact or hinder your organization’s growth. Ensure your organization thrives through transitions and is prepared for the future. Develop a practical and actionable leadership continuity plan and create a roadmap for your organization’s sustainability.

Workshop Overview

  • Building a Strong Leadership Continuity Plan
    • Importance of leadership continuity planning
    • How to talk about leadership transitions
  • Gathering Input From Key Stakeholders
    • Identifying stakeholders to involve in planning
    • How to gather information from stakeholders
  • Developing a Leadership Continuity Plan
    • Elements of a leadership continuity plan
    • Writing the leadership continuity plan
  • Implementing, Updating, and Maintaining Your Plan
    • Adoption of the leadership continuity plan


Workshop Design

  • A half-day, in-person, training session for two executive level or board representatives from each organization. The training session will cover the leadership continuity planning process
    and templates for developing an effective plan.
  • Each organization will independently develop their leadership continuity plan using the templates provided and referencing the training material.
  • Following the workshop, CNM will provide a one hour consultation with each organization to provide feedback about their plan.
  • CNM will conduct a follow-up session with each organization, if needed, to review any plan revisions discussed and to provide additional feedback.



CNM Dallas
Energy Square I
4925 Greenville Avenue, Suite 106
Dallas, TX 75206


Date: Thursday, August 29, 2024


Time: 9:00 a.m. – 12:00 p.m.


Free registration (Each registration includes to two executive level or board representatives from your organization)


Please Note: Registration closes at 12 noon on the day prior to the class date. Registrations are subject to approval.




August 29
9:00 am - 12:00 pm
Event Category: