Virtual Classroom: Practical Succession Planning: Securing Leadership Continuity and Strategic Success

Members-Only Event

Wednesday, September 25, 2024
Presenter: Ancin Cooley, Principal, Synergy Credit Union Consulting

Effective succession planning is a critical component for maintaining organizational stability and achieving long-term strategic goals. Our virtual workshop provides a comprehensive framework for boards and governance committees to develop and implement a robust succession plan.

Learning Objectives: 

• Understand the importance of strategic Board CEO succession planning.
• Learn to align succession planning with the organization’s long-term strategy.
• Explore methods for assessing and developing internal and external CEO candidates.
• Explore methods for assessing and developing internal and external CEO candidates.
• Develop a detailed and actionable CEO and Board succession timeline.
   

Key Takeaways:

• Strategic Alignment: Understand how to align CEO succession planning with your organization’s long-term strategic goals and vision.
• Learn the essential components of a robust Board CEO succession plan, including updating CEO profiles, assessing candidates, and developing leadership plans.
• Multi-Year Approach: Develop a detailed timeline for succession planning, addressing immediate, short-term, mid-term, and long-term actions.
   

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter: