Succession Planning: Strengthen Your Pipeline

May 30, 2024 - 2 PM EST

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About the Webinar

Succession planning is a hot topic, not only due to the NCUA’s spotlight on it, but also as a result of increased activity in executive retirement and job hopping. Succession planning is critical to helping ensure your credit union’s leadership continuity. By developing, nurturing, and strengthening your leadership pipeline, you can help avoid management disruptions, untimely and unscheduled departures, and morale issues.

Key Takeaways:

  • The Four Rs of Succession Planning
  • Survey Data on Executive Demographics
  • Survey Data on Nonqualified Benefit Plans

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Presented By

Liz Santos
Liz Santos

Chief of Staff  | Gallagher Executive Benefits

Liz has consulted with credit unions, trade associations, nonprofits, and financial services organizations to achieve their strategic goals for more than 20 years. She supports the service teams as well as develops client communications and educational resources for the Executive Benefits team. Liz also oversees research projects such as the annual NAFCU–Gallagher Executive Compensation and Benefits survey.