Strategic Succession Planning - Coworkers putting a paper puzzle together on their desk

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“Succession Planning: It’s Not Optional – Master the New NCUA Succession Planning Rule”

Strategic Succession Planning - Coworkers putting a paper puzzle together on their desk

Sign up for an upcoming webinar now!

“Succession Planning: It’s Not Optional – Master the New NCUA Succession Planning Rule”

Yvonne Evers

Founder & CEO

Yvonne brings over 25 years of expertise working with a diverse array of organizations, initially starting in human resource consulting and now specializing in succession planning, executive coaching, and board governance training and facilitation. Yvonne holds a Master’s Degree in Industrial Relations from the University of Wisconsin, underscoring her academic foundation in understanding organizational dynamics and human resource management strategies.

Passionate about ensuring organizations are prepared for the future, Yvonne has guided many organizations through effective board and management succession planning strategies. This dedication led to the development of SUCCESSIONapp®, an innovative online solution designed to streamline and enhance succession planning processes. As an executive coach, Yvonne has coached numerous C-level executives in medium to large organizations, imparting invaluable insights into the essential skills required for organizational success.

With a robust background in board leadership, Yvonne served on the board of a large credit union for 20 years, including a tenure as Chair for four years and a pivotal role on the executive committee for 12 years. This experience provided firsthand knowledge of governance challenges and effective leadership practices within complex organizational structures.

Sharon Morris

Assessments Guru/Executive Coach

As a Coach, Sharon motivates top-level management to build stronger teams to improve results. She is an expert in leadership development, team building, and management effectiveness.

Sharon partners with her clients to assess the most strategic, results-oriented action plans needed to work through challenging personal and professional issues. Clients appreciate her direct approach, objectivity, and mentoring style.

Sharon is licensed to facilitate the Everything DiSC Library of assessments, including the 363 for Leaders, The Five Behaviors of a Cohesive Team based on the work of Patrick Lencioni and using the complete suite of the PXT Pre Selection Hiring assessments. Sharon also works with leaders at all levels in the organization through her comprehensive training programs. She uses this expertise to assist SUCCESSIONapp® clients to bring objectivity to the succession planning process.

Ryan Allen

Digital Marketing and Video Production Specialist

Ryan is a digital marketing and video production specialist based in Denver, Colorado. He joined the SUCCESSIONapp® team after graduating from the University of Wisconsin – Madison with a degree in Communication Arts and Digital Media Studies. With a creative eye and strategic mindset, he works to leverage digital platforms to drive impactful marketing campaigns, as well as conceptualize and create compelling video content that resonates with audiences.

In his free time, Ryan enjoys hiking, watching movies, going to concerts, and getting lost in a good book!

Elizabeth Young Conti

Senior Human Resources Consultant

Liz is an HR Consultant with experience across several industries. After completing her MBA at Cornell University, Liz worked as an HR leader in the management consulting, commodities trading, and legal services industries. She now supports clients as a fractional HR leader, where she assists with everything from compliance audits to strategic HR initiatives.

She lives in Denver, CO with her husband and dog. In her spare time, she enjoys playing tennis and taking on home improvement projects.

Shari Goodwin

Executive Coach

Shari Goodwin is a certified Executive Leadership Coach, business strategist, author, TEDx speaker, and horsewoman with over 25 years of experience, including starting four businesses and serving as Director of Program Strategy for a global engineering firm. One of the start-ups, an IT staffing and consulting firm, generated $2.1 million in its first year. As a former environmental scientist, she led the creation of winning proposals valued to $65 million and directed the development of science and engineering analyses for federal court litigation, including the US Supreme Court.

An executive leadership coach for 15 years, Shari helps leaders and teams position for optimum impact and quality of life. She is the author of two inspirational Amazon best-sellers, Take the Reins! 7 Secrets to Inspired Leadership, and Reinventing Greatness: Leading Yourself & Others Through Change with Confidence & Trust, and holds a Master’s degree in biology with undergraduate degrees in Zoology and English. Her equine-assisted leadership programs have served hundreds including the Federal Executive Institute, the World Bank, and many leadership teams. Shari was a founding member of the Board for George Mason University’s Women in Business Initiative, was the 2020 Board Chair of the Women’s Business Council for the Fauquier Chamber of Commerce, and is a member of the International Coach Federation.

She and her husband live with two rescue dogs, two barn cats, and five horses on a farm in Virginia.

In this live session for the PEAK Directors Series, we discuss the importance of having a board succession plan. Yvonne gives the step by step instructions on how to create a board succession plan, plus what could happen if you don’t plan for your board’s future.

At this session, there were no comments made by attendees about board succession planning.

==================== Timestamps: ====================

00:00 – Introduction

01:03 – The Silver Tsunami

02:40 – Possible Solutions for Board Succession

04:20 – What is Board Succession Planning?

06:30 – The Key to Board Succession

08:01 – Steps to Board Succession Planning

11:23 – Major Issues Resulting from Turnover

In this live session for the PEAK Directors Series, Yvonne discusses different strategies that you could use to recruit new members for your board.

At this session, there were several comments made by attendees, but no questions were asked.

14:15 – Comment from Attendee Regarding Board Member Time Commitments.

16:25 – Comment from Attendee about Associate Board Member Programs.

18:40 – Question about what can be asked at these Q&A Sessions?

19:47 – Final wrap up comments from attendees.

In this live session for the PEAK Directors Series, discusses the importance of having solid board leadership guidelines. She tells a story of one credit union that was causing turnover because of their leadership policies.

At this session, there were several comments made by attendees about their current board leadership guidelines.

==================== Timestamps: ====================

00:00 – Introduction

00:38 – Til Death Do Us Part CU Story

09:43 – Things to Consider from this Story

15:20 – What You Can Do

17:08 – Comment from Attendee about their current Leadership Guidelines

19:30 – What if Board Leaders Want to Stay in Leadership Forever?

27:01 – Conclusion

Sign up now for the next Q&A Session with Yvonne Evers!

Thursday, December 12, 2024 @ 12pm CT

Sign up now for the next Q&A Session with Yvonne Evers!

Thursday, June 27, 2024 @ 12pm CT

Sign up now for the next Q&A Session with Yvonne Evers!

Thursday, September 26, 2024 @ 12pm CT

In this live session for the PEAK Directors Series, Yvonne discusses two programs that could be used at your Credit Union for board succession planning – Associate Directors & Emeritus Directors.

At this session, there were no questions from the group. Only comments about the series were made.

PEAK Credit Union Board Performance - Registration

Please sign up for one account per credit union board below.

Below, please enter your first name, your last name, and your email address. Ensure that your email address is valid and accessible as important updates and instructions will be sent to it. You will then need to create a unique username and password that all directors at your credit union will use to log into the series portal.

Additionally we need some information about your credit union. Please provide your credit union name, city, state, and the name and email address of the individual that the invoice should be sent to. Once you have completed the form, click on the “Submit” button below. After submission, you will receive a confirmation email containing further details about accessing the video series. After submission, you will also be automatically redirected to the directors series homepage. Get ready to take your board to the PEAK!

Sign up now for Q&A Session #2 with Yvonne Evers!

Thursday, December 7, 2023 @ 12pm CT

Whose Responsibility is it? - Assess Your Credit Union!

Accept Nothing Less Than Trust and Respect - Assess Your Credit Union!

Take a Proactive Approach to Board Member Succession - Assess Your Credit Union!

Ensure Your CEO's Compensation Package Shows Value - Assess Your Credit Union!

Plan for the Right Leader - Assess Your Credit Union!

Sign up now for Q&A Session #3 with Yvonne Evers!

Thursday, March 28, 2024 @ 12pm CT

Sign up now for the first Live Q&A Session with Yvonne Evers!

Thursday, September 28, 2023 @ 12pm CT

Download the “Ten Strategies to find New Board Members” Now!

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Get the FREE Balanced Board Planner™ Now!

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Download The Balanced Board Planner™

Make Sure Your Board is Balanced!

Yvonne Evers

Founder & CEO

Sharon Morris

Assessments Guru/Executive Coach

Ryan Allen

Digital Marketing and Video Production Specialist

Elizabeth Young Conti

Senior Human Resources Consultant

Shari Goodwin

Executive Coach

Sign Up Now - Directors Series