Boards: Create a Dynamic Strategic Plan

Adaptable Strategic Planning for Mission-Driven Boards

Presented on November 6, 2025

Annie Rose Favreau, Director, Strategy & Operations Consulting Services
Norris James, Senior Manager, Enterprise Risk Management
Jessie Lenhardt, Senior Manager, Strategy & Operations Consulting Services

View 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.

Related Topics

Enhance Organizational Performance and More

Achieve goals, align resources, and guide decision-making when you develop a strategic plan for your organization.

Strategies to Improve ESG Governance

Take steps to align performance with the ethical responsibilities of environmental, social, and governance (ESG) oversight.

Strategic Planning in Times of Change

How strategic planning helps non-profit organizations stay flexible and anticipate future challenges.

Contact Us with Questions

First Name

Last Name

Email

Organization

Title

City

State

Phone

Additional Information

How did you hear about us?

I agree to the terms and conditions of the Moss Adams privacy policy <a href="/privacy" target="_blank">here</a>.

I agree to the terms and conditions of the Moss Adams privacy policy here.

The material appearing in this communication is for informational purposes only and should not be construed as advice of any kind, including legal, accounting, tax, or investment advice. This information is not intended to create, and receipt does not constitute, a legal relationship, including, but not limited to, an accountant-client relationship. Although these materials have been prepared by professionals, the user should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented. Changes in tax laws or other factors could affect the information provided in this communication. Past performance does not guarantee future performance. All investments may lose money.

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.