The New NCUA Requirement for Succession Planning: Effective January 1, 2026

Compliance Senior Management & Directors Managers & Supervisors

On-Demand Webinar:

StreamedDec 15, 2025Duration60 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

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Succession planning is about more than just replacing the CEO.

It’s about safeguarding your credit union’s mission, continuity, and member impact. This session will give your board the knowledge and tools to fulfill the NCUA’s new requirement — and turn compliance into a strategic advantage before the January 1, 2026, effective date.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Break down the NCUA’s succession planning requirement and its implications for your board
Understand the board versus management’s role in creating and implementing a succession plan
Explain how succession planning ties into strategic planning, risk management, and organizational culture
Identify common pitfalls boards face and how to avoid turning succession planning into a “binder on a shelf” exercise
Employ practical steps to build an effective, ongoing succession process that develops a strong bench of leadership at every level

WEBINAR DETAILS

Starting January 1, 2026, the NCUA will require all federally insured credit unions to have a written succession plan in place. This is not just a box to check — it’s a governance and strategic leadership responsibility that will shape your credit union’s long-term stability and member service.

This webinar is designed specifically for credit union boards, who carry the ultimate oversight responsibility for succession planning. It will cover the new rule, why it matters, and — most importantly — how your board can move beyond compliance to create a succession framework that genuinely supports your credit union’s future.

WHO SHOULD ATTEND?

This informative session is designed for credit union board members, supervisory and governance committee members, CEOs, and senior executives who work closely with the board on succession planning.

TAKE-AWAY TOOLKIT

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 institution is prohibited. Print materials may be copied for eligible participants only.