CEO retirement
Analysis for credit union boards and CEOs: quarterly merger data, independence and succession decisions, and bank acquisitions.
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CEO retirement · Insight · August 2025The Perfect Storm: CEO Retirements and Industry Consolidation Create Strategic Succession Opportunity
What if your credit union could achieve better economies of scale and find the perfect CEO to lead your organization in the future?
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CEO retirement · Insight · June 2025What Should You Be Looking for in a Successor CEO?
Succession planning is getting considerable attention in 2025, as the deadline draws nearer to the NCUA final rule requiring that federally insured credit unions have a w…
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CEO retirement · Insight · June 2025In Prioritizing Succession Planning, Credit Unions May Also Wish to Consider Mergers
Succession planning has been a hot topic in the credit union space over the last several years, fueled in part by the National Credit Union Association’s rule that requir…
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CEO retirement · Insight · February 2025NCUA Final Succession Planning Rule Explained
In December, the NCUA approved its final credit union successional planning rule, which requires federally insured credit union boards to establish succession planning pr…
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CEO retirement · Insight · November 2023How the Demand for Tech Talent Complicates Succession Planning
Succession planning for credit unions has become more complex these days because of the rapidly evolving skills required to run a financial institution. The rise of finte…
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CEO retirement · Insight · October 2023How Mergers Can Build the Talent Pipeline
Where will your future leaders come from? The question has taken on greater urgency in today’s quickly changing workforce. CEOs are retiring at an unprecedented rate, fue…
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CEO retirement · Insight · July 2023Two Key Issues for Boards: Succession Planning and Merger Considerations
by Teresa Freeborn, Guest Writer
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CEO retirement · July 2023Succession Planning with an Eye Towards Mergers as an Option
CEO Advisory Group Explores Succession Planning And Mergers in Latest White Paper
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CEO retirement · Insight · October 2022CEO Perspective - Obstacles to Mergers
We've talked about the people or groups of people who are sometimes averse to considering a merger when a potential partner presents itself, but we haven't really address…
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Member vote · Insight · October 2019Aligning Executive Compensation With Member Interests In A Merger