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Leagues Introduce CEO Succession Program for Small CUs

The California and Nevada Credit Union Leagues, in partnership with Humanidei, have introduced a new Small Credit Union CEO Succession program exclusively for credit unions under $234 million in assets.

This 12-month program incorporates group learning and individual coaching, leveraging virtual and in-person settings to support small credit unions in their succession planning. The outcome will be a cohort of prepared executives ready to assume CEO and executive roles when the time presents itself, equipped with the specialized knowledge needed to lead small credit unions successfully.

Over the course of the program, participants will complete a Harrison Assessment and receive individualized reports that identify their behaviors, preferences, and interests relative to successful leaders. A 360-evaluation tool will also be used.

Program highlights:

  • Leading Self
    Gain a deeper understanding of leadership strengths and opportunities for improvement, and how mastery of leadership competencies may result in higher-performing teams.
  • Leading Others
    Learn the framework to develop empathy, provide constructive feedback, and how to recruit, develop, engage, and retain top talent.
  • Leading Organizations
    Effectively navigate strategic challenges facing smaller institutions, including board relationships, strategic planning, and financial performance.
  • Leading in the Credit Union System
    Explore how to develop strong working relationships with key system partners and in advancing advocacy.

The Small Credit Union CEO Succession program will kick off on August 24 at the Shapiro Summit in Anaheim, CA, and will be delivered through eight (8) 90-minute virtual sessions, two (2) 2- to 3-hour in-person sessions, two (2) 60-minute individual coaching sessions. Sessions will be held once a month.  The program will conclude in May 2025.

Credit unions interested in learning more about the program or to register, can click here. Registration deadline is July 1, 2024.


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