Download Our Checklist for Success!

On March 5th, we hosted an impactful and informative session titled “No Margin, No Mission: Key Considerations for Sustainability and Growth.” This special presentation featured Innovative Benefit Planning’s CEO, Terriann Procida, who brings over 35 years of experience guiding organizations through strategic growth, alongside Marge Conner-Levin, a Senior Behavioral Health Executive with more than two decades of industry expertise.

Together, they shared actionable insights tailored to the unique challenges non-profits face today—from financial sustainability and leadership strategies to operational alignment and growth planning.

If you missed it, don’t worry. We’ve compiled a comprehensive Non-Profit Success Checklist that captures key takeaways from the presentation. Whether you’re a board member, executive director, or mission-driven leader, this resource will help you evaluate your current strategies and identify opportunities for growth.