CUES Virtual Classroom Q&A: Board Liaisons' Tips and Tools for Board Succession Planning

page header image

This event is FREE for CUES Unlimited and Unlimited+ Members

Monday, April 12, 2021
Presenter: Kevin Smith, Consultant and Publisher, TEAM Resources

Board Succession Planning is more important than ever, as credit unions look to address diversity and renewal of talent in their ranks. A liaison to the board can help create a well-documented environment that fosters smooth succession and transitions as well as promotes the good governance practices for this process. 

Join us as we discuss practices to help modernize this practice and red flags to avoid getting stuck in the search process.

Live Q&A Format:

This 30-minute session offers insight from a subject matter expert via a live Q&A with time available for questions from the live audience. 

Through this session, attendees will gather new perspectives and knowledge, challenging them to integrate these ideas into their own experiences and role. 

For virtual education support, review these helpful steps and frequently asked questions.

About the Presenter:

Kevin Smith
Consultant and Publisher
TEAM Resources

Kevin Smith is Consultant and Publisher with TEAM Resources. He brings extensive experience in training, designing and implementing professional development resources to nourish the growth of leaders within the credit union industry. Kevin facilitates strategic planning processes, teaches Strategic Governance to Boards of Directors, and oversees the TEAM Resources board self-evaluation programs with credit unions nationwide.

Kevin is co-author of A Credit Union Guide to Strategic Governance. This essential book helps Governance teams become as effective as possible. He also writes the monthly TEAM Resources blog that is read by thousands nationally. The monthly blog shares guidance on board topics such as governance, strategy and issues related to the supervisory committee. 

Previously, Kevin spent 10 years at the Credit Union National Association (CUNA), in the Center for Professional Development as Director of Volunteer Education. In that role Kevin developed and oversaw programs for credit union executives, boards, and volunteers. This included conferences and training events, webinars, print programs, and online courses, among others. During his tenure at CUNA, he created and brought several new programs to the credit union movement. One of these is the CUNA Volunteer Certification Program, an intensive, competency-based program for boards and supervisory committees, offered as a five-day onsite event or as a self-study program, both involving rigorous testing for completion. He also created the CUNA Training On Demand series of downloadable training courses, and the CUNA Pressing Economic Issues series featuring the CUNA economists.

Behind the scenes Kevin was involved with a team of CUNA leaders focused on creating a culture of innovation within the trade association, and working toward keeping the organization forward-thinking, to create new and better programs for its membership. This included participation in an IDEO design program. 
Before joining CUNA, Kevin spent several years teaching at the University of Wisconsin-Whitewater. 

He holds a Master’s degree from DePaul University, Chicago and a Bachelor’s degree from Miami University, Oxford, OH. 

About TEAM Resources: 
Team Resources is dedicated to providing strategic planning, training and consulting for banks, credit unions and other financial institutions nationwide. We also produce the Lenders Tax Analyzer© software, a simple and powerful tool used by thousands of loan officers to help them understand borrowers' tax returns.

Additional Content

Available as a Playback

This playback is only available to logged in Unlimited and Unlimited+ Members.

Access Playback