Do you have a succession plan for your back-office?
Imagine being on the leadership team and the Chief Financial Officer of your organization abruptly leaves. There’s no transition time for nonprofit succession planning. There’s no transfer of information. You are just left behind to pick up the pieces. How many months does that set you behind? How many months does that set the organization behind? It’s a mess and causes undue stress on you, your department, and the health of your organization. A proper succession plan could not have predicted this situation, but it would have given your organization a roadmap on where to go next.
“Finance and Accounting roles are often overlooked for succession planning. However, they are mission critical to running the organization. At Concord Church, we are working hard to make sure that every role has a backup. I know it isn’t possible for every organization to employ or train a backup for every person, in those cases build a relationship with a third-party organization, such as an accounting resource, legal firm, IT provider, etc. If something happened to me, I know that our accounting partner, AcctTwo, could easily step in and keep the show running,” said Tammy Bunting, CFO at Concord Church.
In our eBook, we dig into succession planning steps to take and discuss why it is so important. We provide stories and statistical data to help you clearly understand the necessity of succession planning.
In our nonprofit succession planning eBook we cover the following topics:
- The Purpose of Succession Planning
- The Importance of Good Leadership
- Culture Really Matters
- What You Need to Know About Hiring Millennials
- Hiring from Within
- Succession Planning for the Back-Office
- Red Flags to Watch Out For
- What’s Next?
About Allison Webb
Allison is AcctTwo’s Head of the NFP, she is a highly regarded CPA with over 20 years of audit and advisory services at both national and regional public accounting firms. Prior to joining AcctTwo, she spent 16 years at CapinCrouse LLP and 4 years at Aprio LLP (formerly HA&W). As a Partner at CapinCrouse LLP, Allison worked with churches, foundations, universities, international mission organizations, private schools, and relief and development organizations.
In addition to her CPA work, Allison is a frequent speaker at nonprofit conferences and seminars. You might recognize Allison from her speaking engagements at AcctTwo’s Faith-Based Finance Collaborative and Sage Intacct Advantage. Allison is a registered CPA in both Texas and Georgia. She holds a BA in Accounting from Mercer University in Macon, Georgia.
On a personal note, Allison is originally from Atlanta, Georgia. She has been living in Dallas, Texas for three years. She has been married to her husband, Kenny, for 19 years and they have two beautiful girls, Kayla (15) and Lexi (11). “I love to spend time with my family and go on road trips – we have been to 16 states in the last three years!” said Webb.
Allison works out of AcctTwo’s Dallas, Texas office and can be reached directly at email@example.com or at (713) 744-8427.
AcctTwo is focused on delivering the future of finance and accounting to its customers. AcctTwo has three main solutions – Cloud Accounting Software, Managed Accounting Services, and Software Development, all built around Sage Intacct’s best-in-class financial applications. Our dedicated team of over 90 people has helped nearly 1,000 organizations optimize finance and accounting through software implementations, accounting outsourcing, and consulting. AcctTwo has been recognized by Sage Intacct as its Partner of the Year from 2014 – 2019 and by our customers as a leader in overall satisfaction and popularity through their reviews on G2.
AcctTwo is headquartered in Houston, Texas. For more information about accounting software customization, please visit https://www.accttwo.com or call 713-744-8400.