Small Credit Union Roundtable
Session Description
This session includes the workshop “Strengthening Leadership Pipelines: Succession Planning and Development Strategies for Small Credit Unions” which will equip leaders of small credit unions with practical strategies to build and sustain strong leadership pipelines through succession planning, talent development, and leadership self-awareness.
During the workshop, participants will explore how to identify key roles, align succession with strategic goals, and create meaningful development plans for employees at all levels. You’ll be guided through personal reflection to better understand how your leadership directly impacts team growth, engagement, and retention, and you will leave with tools and insights to foster a culture of development and drive long-term organizational success.
Attendees will also participate in interactive group discussions and activities designed to foster learning, peer collaboration, and meaningful networking in a dynamic, open environment.
Key Takeaways
- Understand the importance of succession planning in small credit unions
- Identify critical roles and internal talent
- Learn how to create and support development plans
- Discover how to lead effective growth conversations
- Strengthen your understanding of leadership, reflection, and personal impact
Audience/Content Track
- Board of Directors
- CEOs
- Department Heads
- Human Resources
- Employee Development
- Executives
- Functional Leaders
- Leadership
- Strategy
Event Date / Time
October 16th from 1 pm — 3:30 pm
Location
OR Convention Center
A105-106
Speakers
President
Manager, Credit Union Development
Sponsors


