Succession planning isn’t just a boardroom checkbox—it’s a strategic safeguard for your credit union’s future. In this episode, Scott Anderle is joined by a panel of industry leaders and Target Leadership graduates including: Peter Tyson, Sarah Thompson, John Ragsdale, and David Baldwin. They break down how intentional leadership development creates real, sustainable solutions to one of the credit union movement’s most urgent challenges. With credit union consolidations on the rise and retirements looming, we dive into what it takes to build leadership bench strength that’s ready when it counts. Learn how Target Leadership helps leaders understand themselves, their teams, and their next role. This conversation is packed with practical takeaways, real-life impact, and timely reminders that succession planning is not optional—it’s mission critical.
In this episode we talk about and answer these questions:
• What makes the NCUA’s new succession planning rule such a game-changer?
• How can small and mid-size credit unions tackle leadership gaps with limited resources?
• Why was Target Leadership created—and what problem does it actually solve?
• What’s the role of leadership voice, triggers, and EQ in preparing for succession?
• What are practical ways leaders can track growth and readiness on their teams?
• How did Target Leadership graduates apply their training in real-life situations?
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Links from show:
Read NCUA’s Succession Planning Final Rule
Download NCUA’s Succession Planning Template for Small Credit Unions
Future-Proof Your Credit Union – CU Insight
Click here to sign up for the New Employee Bundle (Sales, Service and History)
Learn More About the Target Leadership Course
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