Seven Keys to Effective Succession Planning

Human Resources Sales & Specials

On-Demand Webinar

StreamedNov 17, 2021Duration90 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

See Registration Options

Successful succession planning can seem elusive.

But this how-to webinar will reveal seven key steps to effective succession planning and provide the strategies that will ensure success.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Appreciate the importance of effective succession planning
Understand the different types of succession planning, including long-term, near-term, and emergency planning
Identify key strategies to ensure an effective succession plan
Define key components and action items to prepare for a management transition
Recognize best practices for this important aspect of operations

WEBINAR DETAILS

Aging is a fact of life. Unfortunately, community-based financial institution shareholders, officers, and directors are not exempt from this reality. At some point, each individual will no longer be able to serve in their current capacity. Will your institution be properly positioned for this significant transition? If you are not preparing today for that event, the answer is likely to be ‘no.’ This webinar will present seven key steps to effectively plan for shareholder, officer, and director succession.

WHO SHOULD ATTEND?

This informative session is designed for senior management.

TAKE-AWAY TOOLKIT

Written materials will underscore the need for succession planning and its importance as part of corporate governance and strategic planning
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 financial institution is prohibited. Print materials may be copied for eligible participants only.