Succession Planning – Equipping the Next Generation

Episode 144 of the The Credit Union Leadership Podcast podcast, hosted by ServiStar Consulting, titled "Succession Planning – Equipping the Next Generation" was published on August 6, 2025 and runs 26 minutes.

August 6, 2025 ·26m · The Credit Union Leadership Podcast

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Summary

How do we minimize the risks of mergers? Most leaders do not want to leave their legacy to be swallowed by another organization. While the leaders of tomorrow want opportunity, not mergers that eat up potential leadership positions. Our members want the best resources and service. More than ever our movement is starving for succession planning. How do we equip the next generation of our movement In this episode we talk about and answer these questions: The Cost of Poor Succession Planning How would you know if a task is not something that should be delegated? When leading change, How would you approach an employee who is in a fixed mindset to embrace a growth mindset? When setting a SMART goal. What do you do when you do not have the tools to measure the goal? What to do next in regards to the NCUA's Succession Planning Final Rule 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 Click here to sign up for the New Employee Bundle (Sales, Service and History) Subscribe to ServiStar Leadership Podcast on your favorite streaming service

Episode Description

How do we minimize the risks of mergers? Most leaders do not want to leave their legacy to be swallowed by another organization. While the leaders of tomorrow want opportunity, not mergers that eat up potential leadership positions. Our members want the best resources and service. More than ever our movement is starving for succession planning. How do we equip the next generation of our movement

In this episode we talk about and answer these questions:

The Cost of Poor Succession Planning
How would you know if a task is not something that should be delegated?
When leading change, How would you approach an employee who is in a fixed mindset to embrace a growth mindset?
When setting a SMART goal. What do you do when you do not have the tools to measure the goal?
What to do next in regards to the NCUA's Succession Planning Final Rule

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

Click here to sign up for the New Employee Bundle (Sales, Service and History)

Subscribe to ServiStar Leadership Podcast on your favorite streaming service

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