Succession Planning Pathway Sessions

Below is the tentative agenda for the Succession Planning pathway sessions. Times and locations are subject to change.

If you have registered for this pathway, you may now access handouts provided by the speakers.

Sunday, February 5, 2023

2:00 p.m. - 5:00 p.m. - Bus Tour (optional)

Departs from: Mayflower Hotel Desales Street entrance

5:30 p.m. - 7:30 p.m. - Opening Reception

Location: District Ballroom Foyer

Monday, February 6, 2023

Prior to 8:30 a.m. - Breakfast on Your Own

8:30 a.m. - 9:45 a.m. - Opening Session

Location: Grand Ballroom

Brad Barnett, NASFAA 2022-23 national chair, opens the conference and Justin Draeger, NASFAA president and CEO, provides the Washington Update.

9:45 a.m. - 10:00 a.m. - Networking Break (Exhibits Open)

Location: Grand Ballroom Foyer

10:00 a.m. - 11:00 a.m. - Idea Lab #1: Strategic Succession Planning: Creating an Organizational Culture that Attract and Retains Future Leaders

Location: Chinese Room
Speaker: Dr. Kevin Kruger, NASPA

This session will focus on the need for every organization to create a strategic succession plan to both recruit the best people but to invest in those staff by increasing the skills and competencies necessary for them to be future leaders in your organization. Building a bench of staff who are ready to lead in the future is essential in today’s fast moving employment market. This session will also focus on the equity imperative to create teams who represent a wide range of racial and ethnic identities with a focus on creating leadership pathways for staff from historically marginalized communities.

11:00 a.m. - 12:00 p.m. - Idea Lab #2: What is Succession Planning?

Location: Chinese Room
Speakers: Greg Thornburg, Ball State, Heather Boutell, Vanderbilt University, and Kimberley Willis, The College at Brockport State University of New York

The session will focus on the purpose of succession planning, challenges for succession planning, aligning succession with organizational priorities and setting succession planning objectives.

12:00 p.m. - 2:00 p.m. - Lunch on Your Own/Network With Exhibitors

2:00 p.m. - 3:30 p.m. - Idea Lab #3: Build a Succession Plan: Steps 1-4

Location: Chinese Room
Speaker: Dr. Kevin Kruger, NASPA

This session will focus on four hands-on activities that will help attendees:

- Identify significant business challenges
- Identify critical positions
- Identify competencies, skills and institutional knowledge
- Identify a talent pipeline

3:30 p.m. - 4:30 p.m. - Idea Lab #4: Developing a Succession Plan that Supports Diversity

Location: Chinese Room
Speaker: Gina Browne, California Community College Chancellor’s Office

This session will discuss successful DEI initiatives to support succession planning, best practices, how to build an inclusive environment, and the importance of DEI in recruiting, retaining, promoting, and engaging employees.

4:30 p.m. - 6:00 p.m. - Networking Reception

Location: Grand Ballroom Foyer

Tuesday, February 7, 2023

Prior to 8:30 a.m. - Breakfast on Your Own

8:30 a.m. - 9:30 a.m. - General Session: Department of Education Update on FAFSA Simplification

Location: Grand Ballroom
Speaker: Melanie Storey, Federal Student Aid

A representative from the U.S. Department of Education (ED) will discuss current happenings at ED with an emphasis on significant upcoming federal methodology and FAFSA changes.

9:30 a.m. - 10:00 a.m. - Networking Break (Exhibits Open)

Location: Grand Ballroom Foyer

10:00 a.m. - 11:30 a.m. - Idea Lab #5: Retaining and Developing Talented Employees

Location: Chinese Room
Speakers: Steven Foster, University of Michigan - Dearborn; Dr. Anthony Jones, University of Utah, and D. Ingram, University of Texas Southwestern Medical Center; Moderator: Sharon Oliver, FAAC^®, North Carolina Central University

A critical area financial aid offices are facing today is hiring and retaining new talent. Individuals enter the workforce eager to make their mark and commit themselves to their work. The panel discussion will discuss strategies for hiring and retaining talent, creating a culture of training, professional development and overcoming challenges associated with succession planning.

11:30 a.m. - 1:30 p.m. - Lunch on Your Own/Network With Exhibitors

1:30 p.m. - 2:30 p.m. - Idea Lab #6: Build a Succession Plan: Steps 5-6

Location: Chinese Room
Session Facilitator: Susan Collins, Capitol Beauty School

This session will focus on two hands on activities that will help attendees:

- Identify successors from identified positions
- Create an action plan to prepare the successor(s)

2:30 p.m. - 3:30 p.m. - Idea Lab #7: Build a Succession Plan--Shape Action Plans

Location: Chinese Room
Session Facilitator: Dr. Amy Cable, FAAC^®, Louisiana Community and Technical College System

This session will use the knowledge learned from each activity to evaluate the succession plan. The attendees will report out on their succession plan and how they plan to put the plan in action at their campus.

3:30 p.m. - 4:00 p.m. - Final Networking Break

Location: Grand Ballroom Foyer

4:00 p.m. - 5:00 p.m. - Advocacy and You/Preparing for Hill Visits

Location: Grand Ballroom