Board Succession – Planning for Your Success
Yvonne Evers
(Level 2, 6 credits, 3 in Governance Category & 3 in Board Operations and Development Category)

Your Board of Directors is an essential component in the equation for success at your credit union. You plan the strategic direction of your credit union and the succession of your CEO, but do you plan for the succession of board members?

This session will:

• Answer your questions regarding the importance of having a succession plan for board members and how to do it while maintaining the integrity of your election process.
• Find out what the current practices are of your peers through an open forum process.
• Discuss the advantages and disadvantages of setting either term limits or age limits.
• Take you through a step-by-step process to help get your board get ready to determine which competencies are most important at your credit union.
• Reveal unique options for board member succession successfully used by some of your credit union peers.
• Provide you with a pre-workshop credit union board self-assessment that you can discuss with your fellow board members before attending the session.

This workshop would provide some valuable information including a self-assessment that attendees would complete prior to attending the workshop. In a workshop setting there would be time for heavy discussion and a few exercises. My intention for the program would be for each participant to walk out with a plan of action which could range from simply bringing the idea of board succession planning to their full board’s attention to taking the work that they start in developing a plan at the workshop and completing it at their credit union.

Registration 8;30-9:00 a.m.
Session 9:00 a.m.-1:00 p.m.

Plus! Earn the credentials of a credit union board expert.
By successfully completing identified sessions and exams, you can earn credits for the CUNA Volunteer Certification Program toward your Certified Credit Union Volunteer designation.

CUNA Board Succession Planning Pre-Conference Workshop: May 5, 2012

CUNA Volunteer Institute:  May 6–9, 2012

PARADISUS PUNTA CANA
Playa De Bavaro
Punta Cana, 00000 Dominican Republic


Airline Information


Delta Airlines is pleased to offer special discounted airfare for CUNA. To reserve your tickets at the discounted rate, please visit www.delta.com/booking and enter meeting event code NM7EF. Then complete the booking process. Or, call Delta Meeting Network® Reservations at 800-328-1111, Monday through Friday, 7:30 a.m. - 7:30 p.m. (Central Time), and refer to File Meeting code NM7EF.

This pre-conference workshop is beneficial for both new and experienced board members, committee members, and CEOs who want to improve their knowledge and sharpen their skills.

Affiliation with CUNA/League is required for attendance.

Yvonne Evers

The last day for cancellations was April 27, 2012. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.