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Succession Planning: It's Not Optional
Master the New NCUA Succession Planning Rule

We’re excited to have you join us for the webinar. Please use this Zoom Link to access the webinar on May 22nd: https://us06web.zoom.us/j/86260548052

An email with all of the webinar details is also its way to your email inbox – be sure to check your email for all the details. See you there!

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Save the Date: May 22nd, 2025 at 1pm Central Time!

We’re excited to have you join us as we explore the recent NCUA ruling on succession planning, what it means for your credit union, and the steps to creating effective board and management succession plans. See you there!

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 critical competencies.
Always have qualified candidates available for service on the board.
Have seamless transitions when director openings occur.
Identify your future board leaders.

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 organization’s bench strength/gaps.
Accessibility to your plan on a secure site at any time, on any device.