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Succession Planning

Date: December 17, 2013

Location: Webinar

​Free Webinar



Succession Planning Webinar
Tuesday, December 17, 2013
2:00 p.m. Eastern

The National Credit Union Administration will host a free webinar on succession planning on Tuesday, Dec. 17, 2013, at 2 p.m. Eastern.

John Dock, an Economic Development Specialist with NCUA’s Office of Small Credit Union Initiatives, along with Holly Herman, a management consultant with the firm Achieving Skills, and Julie Kappenman, Director of Association Compliance Services at the Mountain West Credit Union Association, will discuss the importance of establishing an effective succession plan for all levels of a credit union’s leadership and management.

Webinar participants will also have the chance to gain perspective from a credit union manager who has completed the succession planning process for a number of scenarios, including:

  • Emergency CEO succession; and
  • The advancement or dismissal of key personnel.

Registration for this free webinar is now open. Click here to register. Participants will also use this link to log into the webinar. Registrants should allow pop-ups from this website.

Participants may submit questions in advance at The subject line of the email should read “Succession Planning Webinar.” Participants with technical questions about accessing the webinar may email

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