Adaptable Strategic Planning for Mission-Driven Boards

Start time:
November 6, 2025 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Danielle Johns, Moss Adams, (303) 294-7772
Cost to attend:
Complimentary

A dynamic strategic plan is an essential tool for not-for-profit organizations. The best plans remain actionable, enhance communication, and can be used to navigate emergent opportunities. 

Join us for our webcast, Adaptable Strategic Planning for Mission-Driven Boards. We’ll share practical strategies for effective strategic plan development, review, and revisions. Whether you're revamping an existing plan or starting from scratch, this webcast will empower your leadership team to create an adaptable plan that won't sit on a shelf.

Register

Speakers

Annie Rose Favreau, Director, Moss Adams

Annie Rose helps mission-driven organizations increase their impact. With a focus on organizational development, Annie Rose’s areas of expertise include strategic planning, governance consulting, organizational assessments, succession planning, and leadership facilitation.

Annie Rose has provided strategy, governance, and organizational consulting services to an array of public and social sectors clients, including local, state, and Tribal governments; not-for-profits and foundations; and higher education clients.

Jessie Lenhardt, Senior Manager, Moss Adams

Jessie specializes in organizational development work including strategic planning, succession planning, process improvement, organizational and operational assessments, compensation benchmarking, and structure and staffing assessments. She has a keen ability to identify areas for improvement and implement targeted interventions to enhance efficiency, foster innovation, and improve overall organizational effectiveness. Jessie is known for her collaborative approach, integrity, and solution-oriented mindset, driving tangible and sustainable improvements within any organization.

Registration Form

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CPE Information

Program Level:
Overview
Credits:
Business Management & Organization: 1
Delivery Method:
Webcast
Learning Objectives:

Identify the core principles of adaptable strategic planning and how to align these processes with their organization's mission and vision; and identify tools and techniques to create strategic plans that remain effective in the face of changing circumstances and unforeseen challenges.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Danielle Johns at (303) 294-7772 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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