Who can get into the bank account?


Here's a question we ask organizations during transition work:

Who can get into the bank account?

Sometimes there's an immediate answer, and often there's a pause. Sometimes the answer is essentially, “Well... [insert person's name] can.” That becomes a much bigger problem when that person leaves. The same thing can happen with email accounts, software platforms, social media, shared systems, and two-factor authentication.

So we created something to help.

Introducing the Access & Authentication Toolkit

This practical, nine-part guide is designed to help nonprofit leaders and boards make sure critical organizational access doesn't live with just one person.

The goal is simple: make sure “Who can get into the account?” always has an actual answer, not a shrug.

Access and authentication may feel like small operational details, however during a leadership transition, they can become anything but.

To leaving well,

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Leaving Well in the Workplace

Your Leaving Well guide to navigating workplace transitions 🧡 I normalize workplace transitions one organization + person at a time. Leaving Well is the art + practice of leaving in the workplace, with intention + joy.

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