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Why Succession Planning Is Important—Especially for Smaller Credit UnionsDate: December 5, 2023
Time: 2:00 – 3:00 pm
Cost: No fee
Join the Maine Credit Union League and special guest Peter Sullivan from TruStage™ for an hour-long webinar focused on the value of succession planning. This seminar will be particularly beneficial for smaller credit unions looking for guidance on how to hire their next CEO and key staff.
Session Overview
Organizations that actively engage, retain, and develop their best talent in-house tend to get better bottom-line results when building a succession program around internal talent mobility. Learn how cross-training, coaching, complementary leadership, and regular assessments prepare your leaders to step up when they’re needed most.
About the Facilitator
Peter Sullivan is a registered representative of LPL Financial, offering products and services as part of the executive benefit plans at TruStage. Over the course of Sullivan’s career, he has helped business owners with the adoption of qualified retirement plans and executive benefits programs. He is life insurance licensed in several states and holds FINRA Series 7, 26, 63, and 65 securities registrations with LPL Financial.
About TruStage Financial Group, Inc.
TruStage, formerly known as CUNA Mutual Group, is a mutual insurance company that provides financial services to cooperatives, credit unions, their members, and other customers worldwide.
*A link with the Zoom information will be sent out to registered attendees on Monday, 12/4/23*
Register
Please complete and submit the form below to register for this event. You will be placed on a waiting list if the number of attendees for your reservation is greater than the number of seats available.
Registrations are closed for this event.