Special Offer: Be One of the First 20 Credit Unions to Sign Up and Receive a 10% Savings on the Program Fees!

Small Credit Union Group Succession Planning Workshops!

Designed specifically for small credit unions (<$75M), our virtual workshops provide a practical and affordable path to building a strong succession plan. More information on the program fees, program agenda, and succession planning experts are included below.

We have an upcoming facilitated group session on October 28, 2025 at 11am – 1pm Central Time.

If you are interested in joining us, sign up below for your first group session!

Easily Create Your CEO/Manager and Board of Directors Succession Plans!

Succession planning is essential – especially now with the new NCUA succession planning rule – but for many small credit unions, it often feels overwhelming, expensive, or time-consuming. Our Small Credit Union Group Workshop is designed to change that. These workshops make it easy for small credit unions (<$75M in assets) to create a strong, actionable board and CEO/Manager succession plan – without the high cost or complexity. Guided by our experienced consultants and powered by our award-winning SUCCESSIONapp® software, you’ll be able to quickly complete your plans with clarity and confidence.

Our Small Credit Union Group Workshop includes two sessions. First, a 2-hour virtual group session where you’ll be guided step-by-step through the planning process alongside other small credit union leaders. The program also includes a 30 – 60 minute private session with one of our SUCCESSIONapp® consultants to review the results of your plan and answer questions. You’ll leave the process with a complete, customized succession plan and peace of mind knowing your credit union is prepared for the future.

Read on to learn more about the program’s details and how this guided workshop can help your credit union meet the new NCUA succession planning requirements!

Program Fees:

Total Fee for Program = $2,500

Program Fee Breakdown Below:

Annual Licensing Fee:

$1,500

Training & Consulting Fee:

$1,000

*Contracts will need to be signed prior to the first virtual group session.

Special Offer: Be One of the First 20 Credit Unions to Sign Up and Receive a 10% Savings!

Small Credit Union Group Succession Planning Workshop Agenda

Group Session #1

Board Succession Planning
CEO/Manager Succession Planning

Pre-Session
- • SUCCESSIONapp® consultants will set up your credit union in the software based on information you provide prior to the session.
During the Session
- • Verify your credit union’s information in the software.
- • Discuss board competencies.
- • Discuss board diversity.
- • Understand the process for anticipating director departures and reviewing competency gaps.

Post-Session
- • Have each board member complete their SUCCESSIONapp® Intentions Form (Prior to your private session #2).

Pre-Session
- • SUCCESSIONapp® consultants will set up your credit union in the software based on information you provide prior to the session.
During the Session
- • Verify your credit union’s information in the software.
- • Discuss CEO/Manager competencies.
- • Identify CEO/Manager potential successor(s).
- • Understand the process for evaluating the potential successor(s).
- • Discuss adding essential contacts to the software.

Post-Session
- • Complete the evaluation process for the potential successor(s) (Prior to your private session #2).
- • Have the potential successor(s) complete a self-assessment (Prior to your private session #2).

Private Session #2

Board Succession Planning
CEO/Manager Succession Planning

During the Session
- • Review the results of the intentions forms – Understand anticipated director departures and know where your board currently has/will have competency gaps.
- • Create a recruitment plan to fill future competency gaps.
- • Review and add a recruitment list of potential future board members.
- • Discuss the reports within the software.

During the Session
- • Review the results of the evaluations and the potential successor self-assessment(s).
- • Review and create a development plan for the potential successor(s) with SUCCESSIONapp®’s action step templates.
- Discuss the reports within the software and understand what to communicate with your potential successor(s).

Create Your Succession Plans Now to Ensure Compliance with the New NCUA Succession Planning Requirement!

Meet the Founder: 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.

Board Succession Planning with SUCCESSIONapp®

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.

CEO/Manager Succession Planning with SUCCESSIONapp®

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.