“NEW” ABA Succession Planning For Banks

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Position Your Bank’s Future Leaderssuccession

As your bank’s key leaders get closer to retirement, continuity is vital to a smooth and strong transition. Ensure your bank has successors on hand ready and willing to fill new roles—from CEO, to manager, to the board— with ABA’s Succession Planning for Banks.

The guide includes customizable resources— designed specifically for banks—that are divided by position and business need and able to be implemented by your HR or administrative staff.

Introduction to the Succession Planning Process
  • Overview of the planning process
  • Challenges and strategies for getting started
CEO and C-Suite Succession Planning
  • Short-term planning
  • Long-term planning
Manager-Level Succession Planning
  • Create a business case
  • Determine the focus and communication plan
  • Select and assess the candidate pool
  • Develop the candidates
Board Succession Planning
  • Evaluation of the board composition
  • Governance process
Documenting and Monitoring Your Succession Plan
  • Resources to help document and monitor

Each section includes resources: sample assessments, communications, planning and reporting tools—and more!

Get your bank planning a long-term management plan today!