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

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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.
Board Succession Planning

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.
Management Succession Planning

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