Buckle up! You’re about to turn succession planning into a manageable adventure. This session is your guided tour to the essential steps for succession planning, starting with the requirements imposed on all credit unions, figuring out your continuity cast, setting clear objectives and ground rules, and making sure the right people occupy the right spots. Davie Seitter and Kelli Watson will sketch a realistic timeline, share tips on mentoring successors, and ensure transparent communication. You’ll leave with a toolkit to align these practices with your credit union’s mission, keep regulators happy, and earn your members’ trust, whether revamping your current plan or building a new one from scratch.