Succession Planning: Critical Success Factors and Strategies

Live Webcast: Wednesday, February 22, 2012 • 2:00 p.m. - 3:30 p.m. EST
 Register Now

On-Demand Webcast Available until February 22, 2013  

Open to all credit unions, regardless of membership or charter type!

“The ongoing success of credit unions will be greatly impacted by the ability to fill key management positions in the event of resignation or retirement. The existence of a detailed succession plan that provides trained management personnel to step in at a moment’s notice is essential to the long term stability of a credit union. A succession plan should address the Chief Executive Officer (or equivalent) and other senior management positions (manager, assistant manager, etc.).” ‐NCUA

The burden and obligation to shape a credit union’s healthy future is legitimate and also imperative. Crafting this blueprint is both a science and an art. This webcast will provide direction and mechanisms to orchestrate a deliberate succession planning discipline as your credit union looks to develop and attract essential talent within all career levels.  

Attend this webcast and you will walk away with:

  • An internal and external strategy, vision and branding review and planning tools
  • Methods and examples of identifying the critical technical and soft skills required for operational excellence
  • Assessments and comparisons of existing talent versus external market capabilities
  • Alternative strategies and disciplines for executing your organization’s succession and talent needs

 Speaker: 

Larry Keen
Executive Search Consultant
CliftonLarsonAllen, LLP

Larry Keen leads the national manufacturing/distribution and financial institutions practices for LarsonAllen Search, LLC; a traditional retained executive search subsidiary of LarsonAllen, LLP. Larry has also served the firm's healthcare, nonprofit, construction and foundation clients; along with key internal LarsonAllen needs. He has managed multiple President/CEO, COO, Executive Director, CFO, CCO, VP, director, controller and manager searches for LarsonAllen's clients.

Who should attend:

  • Board of Directors
  • Volunteers
  • Chairs
  • CEO
  • C-Level Staff
  • Human Resources Executives

Registration Fees


By 2/15/2012        After 2/15/2012 On-Demand Version
NAFCU Member (Webcast Only) $149       $249 $350
NAFCU Member (Webcast + CD) $300 $400 $400
NAFCU Non-Member (Webcast Only)       $249   $349 $450
NAFCU Non-Member (Webcast + CD) $400 $500 $500

On-Demand webcasts are available for up to 12 months after the live broadcast and are included in the registration fee.

Broadcast live from NAFCU's Headquarters in Arlington, VA.