PRESENTER:

Janice Appleby

SVP/chief human resources officer

Vizo Financial

ABOUT THE WEBINAR

Effective succession planning goes beyond naming a backup. It’s about building the capabilities your organization needs for the future. This webinar will break down how to identify critical roles, assess talent objectively and ensure leadership readiness. We’ll discuss how to develop successors through experiential learning, coaching and accountability. You’ll also learn how to integrate succession planning with talent strategy, performance management and workflow planning. Attendees will walk away with practical insights to protect business continuity, preserve institutional knowledge and communicate succession strategies thoughtfully and transparently.

This session is designed for credit union leaders who play a role in developing talent and succession planning.

There is no fee to attend this educational webinar; however, registration is required. This session will also be recorded for playback.

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

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CPE CREDITS 

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits will be granted based on a 50-minute hour to registered attendees who access the live session independently. CPE credits and certificates of completion cannot be given to group attendees per NASBA webinar attendance tracking requirements. Only registered attendees who attend this live session will receive a certificate of completion and CPE credit.

CPE at a Glance

Program Level: Basic
Recommended Field of Study: Personal Development - Non-Technical
Recommended CPE Credit: 1
CPE Requirements: In order to be awarded the full credit being offered for this webinar, participants must attend the live webinar for a minimum of 50 minutes, respond to at least three polling questions asked during this webinar and complete the survey.

EDUCATION REWARDS POINTS

Does this webinar qualify for Education Rewards Program points? 

Yes, to earn one (1) Education Rewards Program point for participating in this webinar, participants must either attend the live webinar or watch the on-demand recording for a minimum of 50 minutes. 

What information should I use when registering for this webinar?

Please enter your credit union/work email address, first name, last name, title and ABA/routing number when registering for this webinar. As a reminder, participants can only collect rewards under one email address, so we recommend using your credit union-issued email address. 

Additional Information 

For more information about our Education Rewards Program, click the button below.

THE DETAILS

DATE & TIME:

May 5, 2026
2:00 PM-3:00 PM ET

REGISTER BY:

May 5, 2026
12:59 PM ET

QUESTIONS?

Click the button below or email us at marketing@vfccu.org