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Board Operations, Succession Planning and Strategic Planning


CPE Credits



PICPA Member: $29 | Nonmember: $39

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You will have up to 90 days after the date of purchase to complete the course and take the exam.


The Illinois CPA Society produced this on-demand course at the Not-for-Profit Conference on November 21, 2014.

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Gain an understanding of board member functions and responsibilities and learn what makes up a successful not-for-profit board.

Hear Paula Cozzi Goedert cover the following:

  • Operating at maximum efficiency
  • Grooming and selecting successors
  • Strategic planning in an age of rapid change


Paula Cozzi Goedert

Paula Cozzi Goedert is a partner in the Chicago office of Barnes & Thornburg LLP where she chairs the Associations and Foundations Practice Group. She concentrates her practice on the representation of non-profit organizations, including professional societies, trade associations, public charities and private foundations. Ms. Goedert was listed as a 2014 Leading Lawyer in Association and Non-Profit Law by Leading Lawyers Network. Since 2007, she has been listed in The Best Lawyers in America® in Non-Profit/Charities area. Ms. Goedert has also been named an Illinois Super Lawyer® every year since 2005 in the Non-Profit, Business/Corporate and Tax practice areas.

Ms. Goedert serves as general or lead counsel for many national associations including the American Architectural Manufacturers Association, the American College of Surgeons, the Bank Administration Institute, the National PTA and the American Library Association. She is a frequent lecturer and has authored many articles on non-profit and association topics including governance, antitrust, copyright issues, lobbying by exempt organizations, human resource issues, legal status of chapters and the unrelated business income tax.

Ms. Goedert was the recipient of the John C. Thiel Distinguished Service Award from Association Forum and was also named Associate Member of the Year. She received the President’s Award from the Association Foundation Group. She has served on the Association Forum's board of directors, the board of the American Society of Association Executives Foundation and as Chairman of the Legal Section Council of the American Society of Association Executives. She served as a faculty member of DePaul University's association management program and was a member of the Rush Oak Park Hospital Board of Directors. She also served as a member of the Guild Board of the Lyric Opera.

Ms. Goedert earned her B.A. summa cum laude from Mundelein College and her J.D. magna cum laude from Northwestern University where she was named to the Order of the Coif and served as special projects editor for the Northwestern Law Review. She is admitted to practice in the state of Illinois and Washington, D.C.

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