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Senior Living Governance: Succession Planning

January 21, 2027 Register Today

CEO succession is one of the most consequential responsibilities of a senior living organization’s board. A successful transition begins long before a search is launched. Boards need to define what success looks like, establish clear expectations for performance and leadership, and identify the qualities and characteristics that align with an organization’s mission, culture, and strategic priorities.

In this final session of our webinar series, we’ll explore the board’s critical role in succession planning and executive recruitment. Learn how boards can develop a clear leadership profile, create meaningful performance expectations, and work with search professionals to identify and attract exceptional candidates. We’ll also discuss best practices for conducting executive searches, evaluating candidates, and nurturing a strong board-CEO relationship that can support organizational stability, accountability, and long-term success.

Learning Objectives

Upon completion of this program, participants should be able to:

  • Identify the board’s governance responsibilities in CEO succession planning and executive recruitment.
  • Create a leadership profile that aligns CEO competencies, expectations, and cultural fit.
  • Recognize key elements of an effective executive search process and the board’s role throughout the search.
  • Establish practices that support a strong, accountable, and productive board-CEO work.

CPE Information

One CPE credit (pending approval) in the Business Management and Organization field of study may be awarded upon verification of participant attendance, during live broadcast.

Who’s This For

Senior living boards and management.

Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.

Prerequisites & Advanced Preparation

None

Refund Policy

There is no fee associated with this event.

Program Level

Basic

Questions

If you have questions about this CPE program, please contact us at [email protected].

CPE NASBA Logo

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].

Forvis Mazars, LLP 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Presenters

Headshot Image for James Larson
James Larson

Managing Director, Healthcare Strategy & Finance

Forvis Mazars US

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