Prepare your bank for the future with intentional succession planning — from board and executive leadership to emerging talent. Browse this collection of tools, webinars, guides, and checklists to strengthen your planning process and sustain organizational success.
Iowa Bankers Association Training Resources
Effective succession planning depends on developing leaders before you need them—ensuring your bank has skilled, confident talent ready to step into critical roles without disruption. The Iowa Bankers Association has a great slate of leadership training to make sure that your staff is ready when the time is right.
- IBA Rising Bank Exec
Designed specifically for developing and soon‑to‑be bank leaders, the Rising Bank Exec program builds the knowledge, skills, and confidence needed to excel in today’s rapidly evolving financial landscape. By intentionally preparing emerging executives for higher‑level responsibility, the program strengthens a bank’s leadership pipeline—supporting effective succession planning and long‑term organizational stability. - IBA Leadership Institute
By cultivating strong leadership, communication, and industry awareness in emerging managers, the IBA Bank Leadership Institute helps banks intentionally prepare their next generation of leaders. - Iowa School of Banking
By combining rigorous classroom learning with hands‑on bank management simulation, the program strengthens decision‑making, problem‑solving, and big‑picture thinking—core skills needed to confidently step into senior leadership roles. - IBA Leaders in Advocacy
The Leaders in Advocacy program develops emerging bankers into credible industry voices by deepening their understanding of banking issues and teaching them how to communicate effectively with legislators and regulators—an essential skill for tomorrow’s leaders.
Additional Training Resources
- ATW Management Development Program
- Graduate School of Banking at Colorado
- Graduate School of Banking at Colorado Executive Development Institute
- Graduate School of Banking at the University of Wisconsin – Madison
Webinars
- Strategies for Succession Planning and Talent Management
- From Strategy to Stability: Managing Succession Risk in Community Banking
ABA Resources
- Succession Planning for Banks Online Course
- Talent Management and Succession Planning Brochure
- Article: Ensuring Success in Bank’s Succession Planning
Articles and Whitepapers
- Financial Services Succession Planning: The Requirements, Recommendations
- From Strategy to Stability: Succession Planning Essentials for Community Banks
- Six Steps to Succession Planning
- Financial institutions succession planning to-do list
- Your financial institution needs to start succession planning
- The continued importance of succession planning in community banking
Podcasts
IBA Associate Members
The IBA has a great list of associate members that provide succession planning resources specifically for banks.
- ATW Training Solutions
- Cain Ellsworth & Company, LLP
- Cambridge Investment Research
- Executive Benefits Network
- Palmer Group
- Performance Trust Capital Partners, LLC
- Plante Moran
- RSM US LLP
- Vizalex
- Wipfli LLC
Other Vendor Resources