A Direct Line Blog

With the NCUA’s succession planning rule taking effect January 1, 2026, and many state examiners already requesting plans during exams, it’s more important than ever for credit unions to be prepared.

Over the past 13 years, our partners at SUCCESSIONapp® have helped medium and large credit unions build succession plans. Now, they’re proud to introduce a new, affordable solution tailored specifically for small credit unions (<$75M in assets):

• Small Credit Union Group Succession Planning Workshops: These workshops provide a cost-effective, expert-guided, and easy-to-use path to building board and CEO/manager succession plans using the proven SUCCESSIONapp® platform.
  • Hands-on guidance from an experienced consultant
  • Access to award-winning software
  • Designed with simplicity, clarity, and cost in mind

• Ready to help your small credit unions prepare with confidence? The Small Credit Union Group Workshop includes two sessions:
  • First, a two-hour virtual group session where you’ll be guided step-by-step through the planning process alongside other small credit union leaders.
  • The program also includes a 30- to 60-minute private session with one of the SUCCESSIONapp consultants to review the results of your plan and answer any questions. You’ll leave the process with a complete, customized succession plan and peace of mind knowing your credit union is prepared for the future.

Find more details here, visit their website, and plan to sign your credit union up for success well into the future!