Practical succession planning for credit unions — beyond the NCUA template
2/4/2026 11:00 AM - 12:30 PM (CT)
Effective January 1, the National Credit Union Administration (NCUA) will require federally insured credit unions to have a written succession plan. But the new template is only a starting point.
A succession plan should be more than a three-page form. It should be a strategic roadmap for business continuity, leadership readiness, talent development and long-term stability.
Join us on February 4 for a practical workshop that helps you move beyond a “check the box” approach and start building a comprehensive succession strategy aligned with your culture, risk profile and growth goals.
You’ll learn how to:
- Fill in gaps the NCUA template doesn’t cover: See where deeper planning is needed to protect the credit union.
- Prepare for planned and unplanned transitions: Start planning for retirements, emergencies, sudden vacancies and leadership health considerations now — so you can approach these situations with confidence.
- Connect succession planning to strategic and growth goals: Learn to align talent decisions with long-term strategy, digital transformation, membership trends and business model evolutions.
- Assess role criticality and leadership vulnerabilities: Identify mission-critical roles, knowledge concentrations and other areas of potential operational risk.
This session is designed for credit union CEOs, COOs, CHROs, HR managers and executives responsible for people, culture or operations.
Early bird pricing is available through January 21. Register today to save your spot at $99. Registrations submitted after January 21 will be $129.
Get the tools you need to go beyond the NCUA template — and build a leadership plan for your institution’s future.
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