36 min
How Executive Legacy Planning Can Benefit Your Credit Union Today C.U. on the Show
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- Investing
Legacy planning for executives is the process of identifying and preparing for what’s next following their career, whether that’s retirement, board service, consulting, or another interest. However, many credit union executives focused on day-to-day operations may not prioritize this planning and may be missing unexpected opportunities and insight that could benefit their organizations even before they retire.
On the podcast, Doug welcomes Maurice Smith, CEO of Local Government Federal Credit Union. Also joining the discussion are returning guests Anne Sample and Patty Hamm of Navigate Forward. They talk about Maurice’s journey, the many lessons he learned from his legacy planning coaching, and how he’s using the tools he has gained in his current role before his retirement.
Stream the episode to learn more about why proactive executive planning can benefit your succession and exit planning and offer additional value to your current role, teams, and organization.
Legacy planning for executives is the process of identifying and preparing for what’s next following their career, whether that’s retirement, board service, consulting, or another interest. However, many credit union executives focused on day-to-day operations may not prioritize this planning and may be missing unexpected opportunities and insight that could benefit their organizations even before they retire.
On the podcast, Doug welcomes Maurice Smith, CEO of Local Government Federal Credit Union. Also joining the discussion are returning guests Anne Sample and Patty Hamm of Navigate Forward. They talk about Maurice’s journey, the many lessons he learned from his legacy planning coaching, and how he’s using the tools he has gained in his current role before his retirement.
Stream the episode to learn more about why proactive executive planning can benefit your succession and exit planning and offer additional value to your current role, teams, and organization.
36 min