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Succession Planning (Georgetown)
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Succession Planning (Georgetown)

This training event will provide an overview of integrating "succession planning' into your nonprofit.

When: 04/17/2015
From 9:00 AM to 12:00 PM
Where: Delaware Community Foundation
36 The Circle
Georgetown, Delaware  19947
Contact: John Baker

Online registration is closed.
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Succession Planning 

Instructor: Jonathan Moll, CPA with Belfint, Lyons, Shuman


Integrating “Succession” into the Culture of a Nonprofit Organization: One of the biggest risks facing nonprofit organizations is an interruption in effective leadership, both at the board and management levels.  Succession shouldn’t be thought of as a “Plan,” but instead an integrated set of processes and policies implemented on a perpetual basis to ensure the long term success of the nonprofit. This seminar will provide strategy and factors to be considered for implementation as well as an open forum for sharing content knowledge and practical examples with peers.   


In this course, you’ll receive a tool for monitoring the implementation of “Succession Culture” in your organization.


DANA Members $40; Not a member yet? $80 

About the Instructor

Jon is the Director of Accounting and Auditing for Belfint, Lyons, Shuman. He specializes in serving the accounting needs of nonprofit organizations and tax exempt entities, including those with annual Yellow Book or Office of Management and Budget Circular A-133 requirements. Jon’s client service philosophy is driven by a focus on responsiveness and maintaining continuous and candid communication. Focusing on the needs of his nonprofit clients, Jon facilitates public presentations on various topics relating to nonprofit organizations, their boards and trade organizations. He also initiated and leads the firm’s nonprofit blog – The Belfint Nonprofit Ledger.


As a member of the firm’s Quality Control committee, Jon is responsible for evaluating newly enacted accounting principles and auditing standards and seeing that such are adequately implemented into the firm’s practice. He is also chair of the firm’s human resources department and actively involved in staff development and recruiting to attract and retain the highest level of professionals.


Professional Affiliations

  • American Institute of Certified Public Accountants
  • Delaware Society of Certified Public Accountants – Board of Directors Member/Chair-Elect
  • Delaware Association of Nonprofit Agencies



  • University of Delaware – Bachelor of Science Degree in Accounting


Community Service

  • Serves on the Board of Trustees as Treasurer at St. Anne’s Episcopal School in Middletown, Delaware
  • Volunteer Coach for the MOT Youth Soccer league
  • Volunteer Coach for the MOT Little League