Seven Keys to Effective Succession Planning

Aging is a fact of life. Unfortunately, community-based financial institution shareholders, officers, and directors are not exempt from this reality. At some point, each individual will no longer be able to serve in their current capacity. Will your institution be properly positioned for this significant transition? If you are not preparing today for that event, the answer is likely to be ‘no.’ This webinar will present seven key steps to effectively plan for shareholder, officer, and director succession.

Attendance certificate provided to self-report CE credits.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:
Appreciate the importance of effective succession planning
Understand the different types of succession planning, including long-term, near-term, and emergency planning
Identify key strategies to ensure an effective succession plan
Define key components and action items to prepare for a management transition
Recognize best practices for this important aspect of operations

WHO SHOULD ATTEND?
This informative session is designed for senior management.

TAKE-AWAY TOOLKIT
Written materials will underscore the need for succession planning and its importance as part of corporate governance and strategic planning
Employee training log
Interactive quiz

PRESENTER -Greyson E. Tuck, Esq., Gerrish Smith Tuck, Consultants & Attorneys
Greyson Tuck is a member of the board of Gerrish Smith Tuck, PC, Attorneys and Gerrish Smith Tuck Consultants, LLC of Memphis, Tennessee. Greyson’s legal and consulting practice places special emphasis on community bank holding company formation and use, mergers and acquisitions, regulatory matters, corporate reorganizations, corporate taxation, general corporate law, and strategic planning.

He holds a bachelor’s in accounting and finance from the University of Tennessee and received his law degree from the University of Memphis Cecil C. Humphreys School of Law. He is also a graduate of the Paul W. Barret, Jr. School of Banking and serves as a faculty member at a number of banking schools across the country. A frequent presenter at national and state association conferences, Greyson has authored a number of articles of interest to financial institutions.

REGISTRATION OPTIONS
Live Webinar Access – $245
On-Demand Access + Digital Download _ $245
Both Live & On-Demand Access + Digital Download – $350

Date

Nov 17 2021
Expired!

Time

10:00 am - 11:30 am

Cost

$245.00

More Info

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