Seamless Transition: The Critical Role of Succession Planning

Bank Director – Bank Board Forum

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Wednesday, September 10, 2025
8:35 AM-9:05 AM EST

JW Marriott Marco Island Beach Resort
Marco Island, FL

A strong succession plan is vital for the long-term success of any bank. This session discusses the importance of board involvement in succession planning and the board’s role in selecting and mentoring future leaders. We explore the impact of regulatory changes and emerging trends on succession planning.

Other Speakers: 

Scott Petty, Managing Partner, Chartwell Partners
Moderated by: Jack Milligan, Editor-at-Large, Bank Director

For more information, view the agenda.

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