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NCUA Hosting Succession Planning Webinar

​Learn How to Effectively Plan for and Manage Leadership Transitions

ALEXANDRIA, Va. (Nov. 22, 2013) – 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

NCUA’s Office of Small Credit Union Initiatives fosters credit union development and the effective delivery of financial services for small credit unions, new credit unions and credit unions with a low-income designation.

NCUA is the independent federal agency created by the U.S. Congress to regulate, charter and supervise federal credit unions. With the backing of the full faith and credit of the United States, NCUA operates and manages the National Credit Union Share Insurance Fund, insuring the deposits of nearly 100 million account holders in all federal credit unions and the overwhelming majority of state-chartered credit unions. At and Pocket Cents, NCUA also educates the public on consumer protection and financial literacy issues.


National Credit Union Administration

Office of Public & Congressional Affairs



John Fairbanks
Office: 703.518.6336
Mobile: 571.438.0801

Ben C. Hardaway
Office: 703.518.6333
Mobile: 703.298.5223

Kenzie Snowden
Office: 703.518.6334

"Protecting credit unions and the consumers who own them through effective regulation"