Succession Planning for Community Banks Virtual Workshop Series (part 1)

This two-part workshop series is designed to help community banks establish a robust succession planning process. Participants will learn how to create a comprehensive succession plan, conduct talent assessments to identify skills gaps, and develop personalized development plans for their successors, with a focus on leadership, management, and technical skills.

What You Will Learn

January 15 — Part 1: Laying the Foundation

• Building a Strong Future: Establish your Succession Planning Process – from how you identify employees retiring and potential successors to how you train and develop your successors, including the timeline.
• The Blueprint for Success: Developing your Succession Plan for the CEO, Senior Leadership Team, next-level managers, and key positions in the bank. Leverage AI to help you find the right successors based on their personality, skills, and experience, and match them to the types of jobs needing to be filled.
• Futureproofing Your Bank: Conducting a Talent Assessment to identify the talent you currently have in the bank, and potential skills gaps your organization may need for future growth, including new positions.

January 22 — Part 2: Developing Your Successor

• Nurturing Tomorrow’s Leaders: Creating Personal Development Plans for your identified successors in the various areas. Leverage AI to help you create individual plans.
• From Potential to Performance: Developing a Leadership Talent Development Program and Management Skills Training Program for the successors based on their personal needs.
• Empowering Successors: Establishing a Technical and Job Skills Enhancement Program to prepare your successors to take on their new jobs at the right time and to retain your top talent.

Who Should Attend?

Senior Executives and Board Members, Human Resources Managers, Department Heads and Managers, and potential successors (individuals being groomed for leadership positions should understand the succession planning process and their role in it).

Presenting with the Massachusetts Bankers Association.

For more information and to register, click here.