Category Archives: Case Studies

“CEO Update” Talks Mergers in its July 2018 Issue

CEO Update has long been a go-to resource for association and nonprofit executives who seek data, insights and community. I'm honored to have recently been interviewed for William Ehart's outstanding piece in the July 13, 2018, issue of CEO Update, entitled "Urge to Merge: Lots of Reasons, Few Incentives for Associations to Combine." The article includes a thoughtful discussion of the many ways...
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Succession Planning – Two Approaches

Succession planning is an area of growing interest in the nonprofit sector as aging Baby Boomers transition into smiling retirees. This shift is affecting and will continue to affect organizations from two perspectives:
  • Planning for how best to plan for senior management departures and then developing strategies for advancing existing staff to new roles
  • Developing plans for replacing the existing cadre of board leadership.
As a...
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NEW WHITE PAPER: The Secret to Merger Magic

white paper cover thumbnailWondering when, how and why to engage an advisor to help with a merger or alliance process? Here, we share our insights about a recent and very successful alliance between two associations in the regional telecommunications industry....
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CASE STUDY: Board Seeks to Complete Stalled Governance Change Process

Situation stalled roadblock image for blog An Association Board began the process of role clarification for leadership and staff, including updating operational procedures. After almost a year of work, they were unable to conclude the process with consensus on decisions and next steps. That's where The Kushner Companies stepped in. Background
  • This all-volunteer-run organization gradually shifted to hiring of staff,...
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