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Future-Proofing Credit Unions with Target Leadership

Episode 146 of the The Credit Union Leadership Podcast podcast, hosted by ServiStar Consulting, titled "Future-Proofing Credit Unions with Target Leadership" was published on August 21, 2025 and runs 66 minutes.

August 21, 2025 ·66m · The Credit Union Leadership Podcast

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Succession planning isn’t just a boardroom checkbox—it’s a strategic safeguard for your credit union’s future. In this episode, Scott Anderle is joined by a panel of industry leaders and Target Leadership graduates including: Peter Tyson, Sarah Thompson, John Ragsdale, and David Baldwin. They break down how intentional leadership development creates real, sustainable solutions to one of the credit union movement’s most urgent challenges. With credit union consolidations on the rise and retirements looming, we dive into what it takes to build leadership bench strength that’s ready when it counts. Learn how Target Leadership helps leaders understand themselves, their teams, and their next role. This conversation is packed with practical takeaways, real-life impact, and timely reminders that succession planning is not optional—it’s mission critical. In this episode we talk about and answer these questions:• What makes the NCUA’s new succession planning rule such a game-changer?• How can small and mid-size credit unions tackle leadership gaps with limited resources?• Why was Target Leadership created—and what problem does it actually solve?• What’s the role of leadership voice, triggers, and EQ in preparing for succession?• What are practical ways leaders can track growth and readiness on their teams?• How did Target Leadership graduates apply their training in real-life situations? Click Here to Submit Your Questions Links from show:Read NCUA’s Succession Planning Final RuleDownload NCUA’s Succession Planning Template for Small Credit UnionsFuture-Proof Your Credit Union – CU InsightClick here to sign up for the New Employee Bundle (Sales, Service and History) Learn More About the Target Leadership Course Subscribe to ServiStar Leadership Podcast on your favorite streaming service

Succession planning isn’t just a boardroom checkbox—it’s a strategic safeguard for your credit union’s future. In this episode, Scott Anderle is joined by a panel of industry leaders and Target Leadership graduates including: Peter Tyson, Sarah Thompson, John Ragsdale, and David Baldwin. They break down how intentional leadership development creates real, sustainable solutions to one of the credit union movement’s most urgent challenges. With credit union consolidations on the rise and retirements looming, we dive into what it takes to build leadership bench strength that’s ready when it counts. Learn how Target Leadership helps leaders understand themselves, their teams, and their next role. This conversation is packed with practical takeaways, real-life impact, and timely reminders that succession planning is not optional—it’s mission critical.

In this episode we talk about and answer these questions: • What makes the NCUA’s new succession planning rule such a game-changer? • How can small and mid-size credit unions tackle leadership gaps with limited resources? • Why was Target Leadership created—and what problem does it actually solve? • What’s the role of leadership voice, triggers, and EQ in preparing for succession? • What are practical ways leaders can track growth and readiness on their teams? • How did Target Leadership graduates apply their training in real-life situations?

Click Here to Submit Your Questions

Links from show: Read NCUA’s Succession Planning Final Rule Download NCUA’s Succession Planning Template for Small Credit Unions Future-Proof Your Credit Union – CU Insight Click here to sign up for the New Employee Bundle (Sales, Service and History)

Learn More About the Target Leadership Course

Subscribe to ServiStar Leadership Podcast on your favorite streaming service

Grow Your Credit Union Grow Your Credit Union Each week, host Joshua Barclay and co-host Becky Reed dive into the nitty-gritty of successful credit union operations, exploring innovative approaches and leadership insights. We're more than just a podcast; we're your go-to resource for turning challenges into opportunities. Join us as we laugh a bit, learn a lot, and push the boundaries of what's possible in the credit union world. CUES Podcast CUES Welcome to the CUES Podcast! Credit Union Executives Society supports this interview-format show that features credit union industry leaders and cross-industry experts discussing their perspectives on credit union topics and trends relevant to you. We explore topics like leadership, strategy, organizational culture, member experience, marketing, mentoring, innovation, governance, cybersecurity and more. Check out our rich content website at www.cumanagement.com. In addition to this podcast directory, you can connect listen to the show at www.cumanagement.com/podcasts. Not a CUES member? Learn more and sign up at https://www.cues.org/membership.  The CUInsight Experience CUInsight | Credit Union The CUInsight Experience podcast is hosted by Randy Smith, co-founder of CUInsight.com, and Jilly Nowacki, founder, president, and CEO of Humanidei. In each episode, they engage in wide-ranging conversations about leadership lessons learned, life, and credit unions. Join them as they dive deep into topics that help us become better leaders and strengthen our movement, uncovering valuable insights that we can all learn from. The CUInsight Experience is produced by John Pettit, managing editor of CUInsight.com. Invest Like a Boss Sam Marks Johnny FD Derek Spartz Interviews with the world's best investors and find out what they are currently investing in whether it be the stocks, retirement accounts, Wealthfront, Betterment, Vanguard, mutual funds, real estate, Forex, REITs, or other types of Investing methods. Millionaire and Entrepreneur Sam Marks, Johnny FD & Derek Spartz invest alongside listeners as they share their personal portfolios as they save their hard earned money for travel, life and retirement. Invest Like a Boss covers all aspects of investing in the modern age in a fun, entertaining way. The show hosts interview the worlds best investors, financial Insiders, entrepreneurs and CEOs to find out what they are investing in and strategies to gain outsized returns. In this modern age of investing, new investment instruments are popping up each day, from P-2-P lending, to robo-advisors, equity crowd-funding to REITS. Investors today need to combine centuries of investment wisdom with an modern outlook and approach. Entrepreneurs Sa
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