Bank on Wipfli

Bank on Wipfli

Succession planning's role in your financial institution

December 07, 2022

How could a succession plan benefit your financial institution?

Succession planning is often associated with the C-Suite. But have you considered how an unexpected circumstance may impact your financial institution at any level?

This episode of Bank on Wipfli explores the foundations of an effective succession strategy. It also covers the ways that talent management and succession planning can connect.

Listen in as Robert Zondag and Barbara Low, Wipfli senior managers, discuss:

  • When is the right time to create a succession plan, and how long does it take to create?
  • How far should developing a succession plan go?
  • Can it help retain talent?