Succession Planning For Your Executive Team Workshop

This comprehensive roundtable equips executives with strategies for effective leadership continuity in banking. Key topics include aligning talent pipelines with future business needs, identifying and nurturing high-potential leaders and succession planning. Participants gain crucial insights and tools to drive their organizations’ long-term success and stability.

9:30 AM – 10:00 AM
Breakfast & Registration

10:00 AM – 10:15 AM
Welcome & Introductions

10:15 AM – 11:15 AM
Peer Collaboration Session 1: Identifying and Developing High-Potential Leaders
This session provides executives with actionable strategies for identifying emerging leaders within their ranks and equipping them with the skills necessary for executive roles. Through understanding key attributes of high-potential talent and employing targeted development initiatives, attendees learn how to build a leadership pipeline that is robust, diverse and aligned with the organization’s strategic vision.

11:15 AM – 12:15 PM
Peer Collaboration Session 2: Assessing Executive Readiness & Crafting Tailored Development Plans
This session explores methods to identify critical skill gaps and craft individualized development plans. Share practical tools and strategies to ensure leaders are fully prepared for future executive roles, strengthening your bank’s leadership pipeline and continuity.

12:15 PM – 1:15 PM
Lunch

1:15 PM – 2:15 PM
Peer Collaboration Session 3: Engaging Stakeholders in Succession Planning
Effective succession planning is a strategic priority that extends beyond internal HR processes; it requires active engagement and buy-in from key stakeholders. Participants explore best practices for involving stakeholders at every stage of the succession planning process, from development to execution. Additionally, the session covers proven techniques for communicating succession initiatives clearly and persuasively to secure strategic support and commitment.

2:15 PM – 2:30 PM
Refreshment Break

2:30 PM – 3:30 PM
Peer Collaboration Session 4: Governance & Risk in Executive Succession Planning
In the dynamic landscape of banking, robust governance and risk management are essential for successful succession planning. This session provides executives a deep dive into the critical governance frameworks and risk considerations necessary for effective leadership transitions. Participants gain insights into aligning succession strategies with corporate governance principles while addressing regulatory requirements and stakeholder expectations.

3:30 PM – 3:45 PM
Wrap Up and Q&A

4:00 PM – 5:00 PM
Welcoming Peer & Guest Reception
Sponsored by: COCC
To kick off the Summit, we invite all participants – and their guests – to join us for refreshments and light hors d’oeuvres.