Succession Academy - 2 Day Succession Planning Master Class

SUCCESSION ACADEMY in association with VAN HOOSER LEADERSHIP

Day 1 / Part 1 / October 1, 2024 / 12:00 - 4:30 PM/ ET

Title: Preparing & Transitioning Beyond Modern Banking

Description: The development and execution of any meaningful organizational succession initiative require a clear-eyed focus on its intended purpose, perspective, and process. Proactively anticipating and navigating multiple strategic initiatives—at every stage of the succession journey—requires thoughtful succession preparation and performance at the executive decision-making level.


This strategic, interactive session is designed to introduce, inform, and kick off the process of preparing banking executives for future succession successes. It will prepare leaders to think through, and then lead the internal transition process from its earliest stages to its successful fulfillment. In Part One, attendees will introspectively work through individual and team positioning for future succession success. With a clear, rational perspective on current challenges and opportunities, attendees will go throughout the rest of the program both willing and able to move forward intentionally and progressively. 

Day 2 / Part 2 / October 2, 2024 / 8:30-11:30 AM/ET
Title: Master Communication, Catapult Succession Success

Description: Designing a strategic succession plan is an important first step in the succession journey. Effectively communicating that plan to future successors and other interested parties is equally critical. Communicating intent ineffectively oftentimes creates unnecessary and unwanted discouragement, distrust, and distractions within the organization. Conversely, well-planned, well-targeted and well-timed communication creates the “X-factor” for such an important undertaking. Participating executives and key decision-makers will be prepared with an appropriate communication strategy to utilize throughout the succession process.

Day 2 / Part 3 / October 2, 2024 / 12:30-3:30 PM/ET
Title: Leading Peak Performance & Employee/Customer Retention

Description: In banking and financial services, arguably every organization's greatest competitive advantage is the predictable, day-in-day-out peak performance of its team members. However, introducing significant organizational change, especially the transition of key decision-makers, often complicates a leader’s ability to correctly recognize and predict the mindset and future performance of multi-generational team members. Thus the ability to understand human motivation and drive peak team performance, especially during periods of change, is a major asset to leading succession efforts and individuals.

This session will introduce foundational motivational concepts worth considering once major succession changes are introduced, planned and executed. Successfully predicting the emotional mindsets and responses of team members impacted by the succession process can heighten organizational accountability, efficiency, commitment, performance, and even loyalty moving forward.

Should you need overnight accommodations, please click here for hotel information and reservations. Meeting attendees will receive a discounted rate of $145. This rate will expire August 31, 2024.


Event Brochure

 

 
When
10/1/2024 12:00 PM - 10/2/2024 3:30 PM
Eastern Daylight Time
Where
Hilton Lexington Downtown 369 W Vine Street Lexington, KY
Registration
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Education Alliance Cancellation Policy
Substitutions are always welcome and encouraged. All cancellations and substitutions request must be submitted in writing prior to the event.

KBA Seminar Registrations can cancel 30 days prior to the event date and receive a full refund. Cancellations received between 29 days and 10 days prior to the event will be charged a $50 processing fee. There will be no refund for cancellations received less than 10 days prior to the event.

KBA Schools Applicants can withdraw from a KBA School 10 days prior to the 1st day of the school for a refund minus a $150 cancellation fee. There is no refund if an applicant withdraws after the deadline or if applicant fails to attend the school, with the exception of extenuating circumstances. Due to commitments and expenses we cannot reverse, such as: handouts, food, beverages, room rentals, speaker fees, etc.; even extenuating circumstances will require partial refunds because of these expenses.