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When a longtime accountant\, finance le ader\, or other key staff member leaves\, nonprofi t organizations – especially lean ones – can face significant disruption without a clear plan in pla ce. This session explores practical succession pla nning strategies\, including how to assess your cu rrent financial structure\, identify vulnerabiliti es\, and evaluate staffing\, outsourcing\, and tec hnology options to support continuity.
\n \n < p>Participants will also work through a case study to see how these concepts come together in practi ce. You’ll leave with a clearer understanding of h ow to plan for transitions\, strengthen internal c ontrols\, and maintain continuity to support long- term financial health. \n \nWho Sh ould Attend: Nonprofit leaders and profes sionals responsible for financial oversight or man aging organizational transitions.
\n \nSpeakers:
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Patti Withington
\n \nDirecto r\, Your Part-Time Controller\, LLC
\n \nPatti Withington is a Director with YPTC. She first joined YPTC in 2011 as an Associate and the n made the switch in 2014 to lead YPTC’s sales act ivities until 2017\, when she left to become CEO o f a local Boys & Girls Club nonprofit organization . Patti returned to YPTC in 2023 and assumed her c urrent position as Director to lead the Remote Ser vices Prime Market. Patti has over 30 years of acc ounting 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 opp ortunity to make a difference in others’ lives thr ough the nonprofits she supports. Her passion is s eeing nonprofits succeed with strong financial man agement practices so they can strategically contin ue to impact those they serve.
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Tracy Antonik
\n \nAssociate\, Your Part-Time Controller\, LLC
\n \nTr acy Antonik\, CPA\, joined YPTC in 2023 and is an Associate within the Remote Services market. H e has over 15 years of experience as an auditor\, consultant\, and financial executive. He has worke d with a variety of organizations from an internat ional fitness brand to volunteer led non-profits t o large utilities and local governments. This incl udes almost a decade of single audit and grant man agement experience with both local governments and nonprofits across a wide spectrum of Federal Depa rtments of Energy\, Housing and Urban Development\ , Justice\, and Transportation grants\, among othe rs. He has taught continuing education for CPAs an d financial curriculums for a franchisor’s new fra nchisees.
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DESCRIPTION:\n \n \n \n \n Mind the Gap: Succession Planning for Nonprofits\n \n \n \n \n \n Presented by Your Part-Time Controller\n \n \n When a longtime accou ntant\, finance leader\, or other key staff member leaves\, nonprofit organizations – especially lea n ones – can face significant disruption without a clear plan in place. This session explores practi cal succession planning strategies\, including how to assess your current financial structure\, iden tify vulnerabilities\, and evaluate staffing\, out sourcing\, and technology options to support conti nuity. \n \n \n \n Participants will also work thr ough a case study to see how these concepts come t ogether in practice. You’ll leave with a clearer u nderstanding of how to plan for transitions\, stre ngthen internal controls\, and maintain continuity to support long-term financial health. \n \n \n \ n Who Should Attend: Nonprofit leaders and profess ionals responsible for financial oversight or mana ging organizational transitions.\n \n \n \n Learni ng Objectives: \n \n \n \n \n Assess your organi zation’s current financial management structure to identify roles\, responsibilities\, and potential vulnerabilities.\n Compare financial management models to evaluate future support options.\n Outl ine a practical leadership transition plan that su pports continuity and reduces disruption.\n \n \n Speakers:\n \n \n \n \n \n \n \n Patti Withington\ n \n \n \n Director\, Your Part-Time Controller\, LLC\n \n \n \n Patti Withington is a Director with YPTC. She first joined YPTC in 2011 as an Associa te and then made the switch in 2014 to lead YPTC’s sales activities until 2017\, when she left to be come CEO of a local Boys & Girls Club nonprofit or ganization. Patti returned to YPTC in 2023 and ass umed her current position as Director to lead the Remote Services Prime Market. Patti has over 30 ye ars of accounting and finance experience including 20 years of nonprofit experience: as CEO of a Boy s & Girls Club and Big Brothers Big Sisters organi zation and CFO of an Arc organization. Patti has h ad the opportunity to make a difference in others’ lives through the nonprofits she supports. Her pa ssion is seeing nonprofits succeed with strong fin ancial management practices so they can strategica lly continue to impact those they serve.\n \n \n \ n \n \n \n \n Tracy Antonik\n \n \n \n Associate\, Your Part-Time Controller\, LLC\n \n \n \n Tracy Antonik\, CPA\, joined YPTC in 2023 and is an Asso ciate within the Remote Services market. He has ov er 15 years of experience as an auditor\, consulta nt\, and financial executive. He has worked with a variety of organizations from an international fi tness brand to volunteer led non-profits to large utilities and local governments. This includes alm ost a decade of single audit and grant management experience with both local governments and nonprof its across a wide spectrum of Federal Departments of Energy\, Housing and Urban Development\, Justic e\, and Transportation grants\, among others. He h as taught continuing education for CPAs and financ ial curriculums for a franchisor’s new franchisees .\n \n \n \n \n \n \n \n \n \n \n \n \n \n CATEGORIES:Partner Presentation CALSCALE:GREGORIAN DTSTAMP;TZID=America/Denver:20260722T100000 DTSTART;TZID=America/Denver:20260722T100000 DTEND;TZID=America/Denver:20260722T110000 URL:https://www.groundworksnm.org/civicrm/event/info?reset=1&id=1092 END:VEVENT END:VCALENDAR