Succession Planning: It's Not Optional!

Master the New NCUA Succession Planning Rule

Whether you’re looking to comply with the recent NCUA ruling, or just want to implement succession planning as a good business practice at your credit union, there has never been a more critical time to be doing succession planning – both for your boards and your management teams. We are in the middle of what is being called a Silver Tsunami with over 10,000 people a day reaching retirement age. Are you ready for what this and the new NCUA ruling mean for your credit union?

In this session we will talk about:

The reasons behind the recent NCUA ruling on succession planning.
The specifics regarding the requirements of the NCUA ruling.
Why succession planning is important.
Steps to creating both board and management succession plans at your Credit Union.
A tool to help you easily create your succession plans.
Answer your questions regarding the NCUA ruling and succession planning.

Interested in learning how SUCCESSIONapp® can make the succession planning process even easier?

Board Succession Plans

Develop a Board Succession Plan that enables you to…

Have a board that embodies all your organization’s most critical competencies.
Always have qualified candidates ready and available for service on the board.
Have seamless transitions when director openings occur.
Identify your future board leaders.

High Potential Leader Programs

Create a High Potential Leader Program that will…

Prepare high potential leaders for the next level through development opportunities.
Enhance employee morale and engagement throughout your organization.
Create a stronger talent pipeline.
Provide you with an easy, step-by-step process to develop and maintain your high potential leader program.

Management Succession Plans

Easily create Management Succession Plans that ensure…

You have bench strength in the event of a sudden or planned departure.
Leaders are motivated to stay by providing planned development opportunities.
Leaders have critical leadership capabilities and are ready when turnover occurs.
You get a complete picture of your organizations bench strength.