The New NCUA Succession Planning Rule Will Be Here Soon!
Learn the new requirements and what it means for your credit union. Sign up to watch our webinar on-demand today!
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 the session we 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.
Meet the Expert: Yvonne Evers
Yvonne Evers, the founder & CEO of SUCCESSIONapp, LLC, is a succession planning expert who has successfully worked with hundreds of credit unions over the past 25 years. Her expertise, combined with SUCCESSIONapp®’s user-friendly platform, has made the company a trusted partner in credit union succession planning.
SUCCESSIONapp, LLC is a leading provider of innovative online management and board succession planning solutions. For the past twelve years, the company has been dedicated to helping leaders and board members in the credit union space create succession plans to ensure smooth and successful transitions. With a focus on simplicity and effectiveness, SUCCESSIONapp® empowers teams with a global award-winning tool that streamlines the succession planning process. The mission of the company is to help leaders and board members create succession plans to ensure smooth and successful transitions.
Copyright © 2025 SUCCESSIONapp® | All rights reserved