CUNA Human Resources, Training & Development (HR/TD) Council Offers CEO Succession Planning and Transition White Paper

Jenny Jackson
CUNA Councils
800-356-9655 ext. 4102

Madison, Wis. – “In today’s rapidly changing business environment, a credit union needs to be a high performance organization to compete successfully.”

So begins Jim Cardwell’s most recent white paper written for the CUNA HR/TD Council titled, “CEO Succession Planning and Transition.” Incorporating survey results from Heidrick and Struggles and Stanford University’s Rock Center, the paper provides insight and guidance to credit union HR staff for developing a thoughtful, comprehensive, multi-dimensional, and proactive plan, including:

  • · Providing a definition of succession planning
  • · Sharing best practices on the succession management process
  • · Outlining a succession planning process
  • · Defining the roles for the board, CEO and HR with respect to this process
  • · Providing insight on the importance of an effective post-selection transition

Cardwell includes the worksheets, “Assessing Your Credit Union’s Bench” and “A Development Plan Roadmap” into the paper.

CUNA Council members are entitled to complimentary copies of these and more than 200 white papers; non-members may purchase the white papers for a price of $50 per copy. 

The papers are available online in the white paper section of – select the “HR/TD” tab for both.

Press can contact Jenny Jackson at  for a copy of the whitepaper.

# # #

CUNA HR/TD Council

The CUNA HR/TD Council is a member-led organization made up of more than 700 credit union HR and training professionals across the United States. The Council strives to provide superior educational and networking opportunities to help its members to become leaders and decision makers in their organizations. The CUNA HR/TD Council is of the six organizations that make up the CUNA Councils, a network of more than 4,750 credit union professionals.  For more information, visit or


More News