2025 IBA Succession Planning Online Workshop Series
This two-part workshop series is designed to help community banks establish a robust succession planning process. Participants will learn how to create a comprehensive succession plan, conduct talent assessments to identify skills gaps, and develop personalized development plans for their successors, focusing on leadership, management, and technical skills.
Part 1: Laying the Foundation – November 3, 2025 – 10 am – Noon CT
- Building a Strong Future: Establish your Succession Planning Process – from how you identify employees retiring and potential successors to how you train and develop your successors including the timeline.
- The Blueprint for Success: Developing your Succession Plan for the CEO, Senior Leadership Team, next level managers, and key positions in the bank. Leverage AI to help you find the right successors based on their personality, skills, and experience and match them to the types of jobs needing to be filled.
- Future-Proofing Your Bank: Conducting a Talent Assessment to identify the talent you currently have in the bank, and potential skills gaps your organization may need for future growth, including new positions.
Part 2: Developing Your Successors – November 17, 2025 – 10 am – Noon CT
- Nurturing Tomorrow’s Leaders: Creating Personal Development Plans for your identified successors in the various areas. Leverage AI to help you create individual plans.
- From Potential to Performance: Developing a Leadership Talent Development Program and Management Skills Training Program for the successors based on their personal needs.
- Empowering Successors: Establishing a Technical and Job Skills Enhancement Program to prepare your successors to take on their new jobs at the right time and to retain your top talent.
Key Takeaways:
- You will gain a comprehensive understanding of how to establish a well-structured succession plan tailored for your community bank.
- You will have the opportunity to develop a detailed succession plan for both current leadership and their potential successors.
- You will receive practical tools and guidance to create personalized development plans for identified successors, focusing on leadership, management, and technical skills.
Who Should Attend:
Senior Executives and Board Members, Human Resources Managers, Department Heads and Managers, and potential successors (individuals being groomed for leadership positions should understand the succession planning process and their role in it).
Presenter/Facilitator:
As the president and founder of Malzahn Strategic, LLC, Marci delivers expert consulting services to community banks and credit unions, specializing in Strategic Planning, Enterprise Risk Management, Treasury Management, and Talent Management. With 30 years of banking experience, including a decade as EVP/CFO/COO of a community bank she co-founded, Marci brings a wealth of knowledge and real-world insights to her audiences. Marci is also the founder and inspirational speaker at Crowning Achievements International, Marci inspires and educates emerging leaders through her powerful keynote speeches. Marci is a sought-after speaker at industry conferences, leadership forums, and women’s events. She is the author of five books and has received numerous professional awards. As a Certified Virtual Presenter, Marci offers both online and onsite training for financial institutions, ensuring her impactful message reaches a wide audience. Marci is a certified life coach and a Certified Community Bank Director. She holds a B.A. in Business Management from Bethel University and is a graduate and faculty member of the Graduate School of Banking in Madison, Wisconsin.
Price – Webinar series is $600/organization and includes both sessions, workshop materials, planning resources, and a 20-minute consultation with Malzahn Strategic. A recording will be available to all registrants following the event.