Leading Forward: Building a Leadership Pipeline For The Future Workshop

This workshop equips banking c-suite leaders with the frameworks, tools and practical strategies needed to build a sustainable leadership pipeline and a culture where developing leaders is everyone’s responsibility. This workshop bridges the often-separated disciplines of succession planning and leadership development into a single, cohesive approach – helping institutions build their future C-suite from within while maintaining strategic momentum through leadership transitions. Participants leave with structured approaches to assessing executive readiness, personalized development planning tools and concrete action commitments they can implement immediately at their institutions.

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 & Developing Your Next Generation of Leaders
This session helps banking executives move from reactive staffing to proactive talent development. Participants discover how to spot high-potential leaders early, differentiate between high performers and true succession candidates and build a leadership pipeline aligned with their bank’s strategic vision. The session explores frameworks for identifying emerging leadership talent before urgency demands shortcuts, ensuring institutions develop their future c-suite from within rather than looking externally when gaps emerge.

11:15 AM – 12:15 PM
Peer Collaboration Session 2: The Succession Blueprint – CEO & Executive Team Planning
This session walks through the critical process of building succession plans that protect institutional continuity. Participants explore how to create CEO succession roadmaps that preserve culture and stakeholder confidence, coordinate succession planning across the executive team to eliminate single points of failure and develop strategies for both internal candidate development and external leadership acquisition. The session addresses knowledge transfer challenges and how to maintain strategic momentum through leadership transitions.

12:15 PM – 1:15 PM
Lunch

1:15 PM – 2:15 PM
Peer Collaboration Session 3: The Coaching Culture
This session transforms how executives approach leadership development by shifting from directive management to coaching-based leadership. Participants learn coaching competencies that unlock team potential, understand the distinct roles of mentoring and sponsoring in developing high-potential talent and practice coaching conversations. The session also covers emotional intelligence and executive presence as essential succession readiness factors and how building a coaching mindset creates a multiplier effect throughout the organization.

2:15 PM – 2:30 PM
Refreshment Break

2:30 PM – 3:30 PM
Peer Collaboration Session 4: Assessing Readiness & Building Your Leadership Legacy
This session moves participants from frameworks to action by creating concrete development plans. Participants learn structured approaches to assessing executive readiness beyond intuition, discover tools for evaluating leadership preparedness including 360 assessments and behavioral evaluations and craft personalized development plans for high-potential successors.

3:30 PM – 3:45 PM
Wrap Up and Q&A

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