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Seven Keys to Effective Succession Planning

Nov 17 2:00 PM - Nov 17, 2021 3:30 PM
Nov 17, 2021 2:00 PM - 3:30 PM
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Successful succession planning can seem elusive. But this how-to webinar will reveal seven key steps to effective succession planning and provide the strategies that will ensure success.

Learning Objectives

  • Appreciate the importance of effective succession planning
  • Understand the different types of succession planning, including long-term, near term, and emergency planning
  • Identify key strategies to ensure an effective succession plan
  • Define key components and action items to prepare for a management transition
  • Recognize best practices for this important aspect of operations

Aging is a fact of life. Unfortunately, community-based financial institution officers and directors are not exempt from this reality. At some point, each individual will no longer be able to serve in their current capacity. Will your institution be properly positioned for this significant transition? If you are not preparing today for that event, the answer is likely to be ‘no.’ This webinar will present seven key steps to effectively plan for officer and director succession.



Greyson E. Tuck, Esq., Gerrish Smith Tuck, Consultants & Attorneys

Greyson Tuck is a member of the board of Gerrish Smith Tuck, PC, Attorneys and Gerrish Smith Tuck Consultants, LLC of Memphis, Tennessee. Greyson’s legal and consulting practice places special emphasis on community bank holding company formation and use, mergers and acquisitions, regulatory matters, corporate reorganizations, corporate taxation, general corporate law, and strategic planning.

He holds a bachelor’s in accounting and finance from the University of Tennessee and received his law degree from the University of Memphis Cecil C. Humphreys School of Law. He is also a graduate of the Paul W. Barret, Jr. School of Banking and serves as a faculty member at a number of banking schools across the country. A frequent presenter at national and state association conferences, Greyson has authored a number of articles of interest to financial institutions. 




Additional Info

Event Type

On-Demand Webinar

Topics Covered

  • On-Demand Webinars
  • Human Resources
  • Executive Management
  • Board Governance