Session Description

Succession planning doesn’t have to be daunting — it can be a powerful opportunity to shape the future of your credit union with clarity and confidence. In this interactive roundtable, board members will engage in a peer-led discussion facilitated by Don Jones and Suzanne Van Amburgh of Invaluable People, experts in guiding organizations through leadership transitions and talent development.

Whether you’re updating an existing plan or starting from scratch, this roundtable offers a collaborative space to ask questions, share boardroom experiences, and leave with practical ideas you can bring back to your governance table.


Key Takeaways

  • Identify and develop emerging talent for your Board and organization, especially the high-potential leaders who often go unnoticed
  • Embed succession planning into your credit union’s culture so it’s not a one-time event, but an ongoing strategy
  • Preserve institutional knowledge while building a plan that’s flexible enough to adapt to change
  • Create realistic timelines, mentoring frameworks, and communication plans that align with your mission and satisfy regulatory expectations


Audience/Content Track

  • Board of Directors
  • Leadership
  • Strategy
  • Compliance Management
  • Risk Management

Event Date / Time

October 15th from 3 pm — 4:30 pm

Location

OR Convention Center
B110-112

Speakers

Don Jones
Founder
Suzanne Van Amburgh, CCMP
Organizational Leadership & Change