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Charitable Advisors did succession planning for Easter Seals Arc,
several years ago, and was then invited in by the new CEO.
"As the new CEO, I had great support from my board but wanted some
outside assistance as we explored merging our foundation back into the
agency. Bryan supported our task force from evaluation to planning
implementation and a new committee structure."
— Donna Elbrecht, President and CEO
Easter Seals Arc of Northeast Indiana
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Charitable Advisors assisted the board leadership of Gleaners Food
Bank through the retirement of a legendary, 30+ year Executive Director.
"Bryan worked with both our board and staff leadership to prepare for
an assessment report that proved very helpful to the new CEO. As we complete
the transition, we have retained Bryan again for planning and board
development work.
— Cindy Hubert, CEO and Carrie Petty, Board Chair Gleaners Food Bank of
Indiana
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Charitable Advisors supported the Habitat for Humanity of Greater
Indianapolis through a brief organizational assessment and then the search for a new CEO.
"Bryan did a great job of keeping our Search Committee, of busy board
members, on task and moving forward. We are very pleased with our new CEO
hire.
— Tim Eckersley, Board Chair
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Charitable Advisors partnered with the board of Lafayette Square Area
Coalition/International Marketplace to hire their first Executive Director.
"Bryan helped recruit outside representatives to our search
committee, refine our needs, get the word out about our position, and
shepherd the Search Committee through the process. We couldn't have done it without him."
— Judy Donner, Search Committee Chair
and Board Vice-President
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After the unexpected retirement announcement from their long-term CEO,
Charitable Advisors supported a brief organizational self-assessment and
assisted in organizing and launching the search committee.
"Bryan led a session with our board and staff leaders while we were
still reeling from our CEOs announcement. He helped us put a plan of action
together and get the search committee moving to the point where we were
comfortable taking the process over ourselves.
— Craig Decker, Search Committee Chair
Easter Seals Work Resource Center, Cincinnati
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