Succession Planning Conference
April 28-29, Space is limited - Register Today!


The Michigan Department of Insurance and Financial Services (DIFS) and the Michigan Credit Union League (MCUL) have partnered to bring Michigan Credit Union CEOs and Board Members together for a free succession planning educational event. Industry leaders will share their insights and experiences about the value of succession planning, when to start the process of succession planning, how to start the process for both board members and management, and the importance of diversity, equity, and inclusion (DE&I) when hiring management and bringing on new board members.

The event will take place via Zoom on April 28 - 29 and registration is now open!


Event Information
April 28, 2021

Welcome - 10:00-10:30 AM
DIFS Director Anita Fox and MCUL President and CEO Dave Adams

  • DIFS Director Anita Fox and MCUL President and CEO Dave Adams welcome Michigan's credit union leaders and kick off this education event.

Leadership and Strategic Succession - 10:45 - 11:45 AM
Moderated by: DIFS Office of Credit Unions Director Denice Schultheiss

  • Panel discussion with credit union industry leaders as they share best practices related to the importance of succession planning, the process of getting started, and the importance of diversity, equity, and inclusion when hiring management and bringing on new board members.

April 29, 2021

CEO Best Practices for Succession Planning - 10:00 - 11:00 AM
Moderated by: DIFS Director Anita Fox

  • CEOs who have been through the succession of past board members/CEOs share their lessons learned and best practices for succession planning.

LUNCH 11:00 AM - 1:00 PM

Is the Credit Union Board Prepared for the CEO to Leave? - 1:00 - 2:00 PM
Speaker: Jeff Rendel, President, Rising Above Enterprises (Sponsored by the MCUL)

  • Succession planning has taken on more importance recently with nearly half of all credit union CEOs planning to retire in the next ten years and about one quarter of them in the next five years. A good succession plan charts action for the board and employees for a variety of situations including the death of a CEO, accidents, disability, termination or retirement.

Successful Onboarding for New Volunteers - 2:15 - 3:15 PM
Speaker: Jeff Rendel, President, Rising Above Enterprises (Sponsored by the MCUL)

  • New volunteers have been added to the credit unions governance team, now what? A session on how to get volunteers up and running.

Space is limited, register TODAY!

After registering, you will receive a confirmation email containing instructions and links to add to your respective calendars.  

If you have any questions, please do not hesitate to reach out to the DIFS Communications Office at DIFS-Communications@michigan.gov.