Callahan's Virtual Roundtable:
Succession Planning
Thursday, October 2nd | 2:00 PM ET

Leadership transitions can make or break an organization. Is your credit union prepared?


Join fellow credit union executives for an interactive, peer-driven, 90-minute discussion focused on succession planning at both the executive and management levels. This is an opportunity to share experiences, challenges, and strategies with those facing the same realities.


What's On the Agenda?

Each event is segmented by department and attendance is capped, so you’re guaranteed to walk away with relevant information and ideas. You’ll have the opportunity to pose questions, receive feedback, and engage in open dialogue with fellow executives to share how your credit union is responding to the needs of members and employees. Here are topics already submitted:
  • Building a Strong Succession Plan
  • Overcoming Challenges in Leadership Transitions
  • Developing Internal Talent Pipelines
  • Engaging the Board and Key Stakeholders
  • Future-Proofing Leadership for Long-Term Success

The agenda is completely controlled by attendees to encourage beneficial discussions around top-of-mind topics. Have something you’re dying to discuss? Let us know!

Who Should Attend?

This roundtable is intended for the senior-most executive that oversees relevant initiatives at your credit union. However, we know each institution is unique, so if you are unsure who should attend, let’s chat about it! Due to the popularity and limited space, we kindly ask that you register no more than one person from your credit union.

*Our roundtables are open to those with a subscription that contains roundtable access, and over 200m in assets.

Register Your Seat At The Table.

Keep Collaboration Going

Join us at our upcoming HR Roundtable in Washington, DC.


There’s no substitute for the impactful discussions and inspiration that happen when like-minded leaders gather with a shared purpose. Our in-person roundtable events expand on virtual discussions by offering a full day for deeper conversations about the industry. Combined with an introductory happy hour and dinner the night before, attendees return to their organizations with invaluable insights and connections they can’t find elsewhere.

Register your spot here.