The New NCUA Requirement for Succession Planning

June 28, 2022
Live Webinar:
DateJun 28, 2022Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions
On-Demand Webinar:
  • Unlimited and shareable access
    two business days after live streaming
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
See Registration Options

If board succession hasn’t been a serious part of the plan at your credit union, it should be now.

The NCUA is now requiring boards to have a written succession plan.  This webinar will provide insights, tips, and sample policy to help your credit union meet the new requirements.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
  • Identify necessary competencies of key positions
  • See alternatives to fill vacancies
  • Develop a matrix of skills and demographics for your future board
  • Recruit the new key leaders you will need
  • Produce an “evergreen list” of potential sources for new directors

WEBINAR DETAILS

Federal regulations have recently changed.  Boards are now required to have a written succession plan.  Ensuring a competent and active board and management team is crucial for credit unions today.  Market demands are changing so rapidly that credit unions whose leadership teams fall behind are very likely to be merged out of existence.  This session will help you create a succession plan to meet the new regulatory requirements, but more importantly, it will help prepare you for a successful recruitment and replacement process for board members and other key leaders in the organization.

WHO SHOULD ATTEND?

This informative session is designed for board chairs, executive committees, directors, governance committee members, senior management, and supervisory committee members.

TAKE-AWAY TOOLKIT

  • Sample succession plan policy
  • Sample skills and diversity matrix
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only. 

Presented By

Tim Harrington, CPATim Harrington
TEAM Resources
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