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Succession Planning: Laying the Foundation and Developing Your Successors (presenting with ICBA)

August 19, 2027 @ 10:00 am - 11:30 am

Is your bank prepared for the wave of leadership, talent, and knowledge walking out the door as long-tenured employees retire? In this practical and informational webinar, you will learn how to build a succession program that protects institutional knowledge and secures your bank’s future. In Part I – Laying the Foundation, you learn how to protect your bank’s future before key leaders retire by establishing an ongoing succession planning process, developing a plan for your CEO, senior leadership team, and next-level managers, and conducting a meaningful talent assessment. You’ll see how the pieces of a strong talent management program fit together, plus obtain practical tools you can use immediately.

In Part II – Developing Your Successors, you will learn how to turn your succession strategy into action. The webinar explores the critical difference between leadership talent and management skills and gives you a roadmap for growing your future leaders. You’ll learn to create Personal Development Plans for every level – from supervisors to the CEO – and to build leadership development, management skills, and technical training programs that put the right people in the right places. Packed with real-world examples, interactive polls, and ready-to-use templates, it equips you to future-proof your bank with confidence.

 Key Learning Objectives: 

  • Establish a repeatable succession planning process
  • Build a succession plan across every level
  • Preserve leadership, talent, and knowledge before it walks out the door
  • Conduct a meaningful talent assessment
  • Develop your successors through Personal Development Plans
  • Strengthen your talent pipeline for the future

Registration information coming soon.

Details

Date:
August 19, 2027
Time:
10:00 am - 11:30 am
Event Category:

Venue

  • Webinar for Community Banks

Organizer

  • ICBA