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

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Members-Only Event


Wednesday, September 25, 2024
12:00 - 1:00 p.m. Eastern Time
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:

Additional Content
Ancin Cooley
Principal
Synergy Credit Union Consulting