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SUCCESION PLANNING and TRAINING 
MADE EASY

BANK and BOARD SUCCESSION PLANNING

By listening carefully to the needs of your institution, we lead banks toward a process-based approach in identifying the best and brightest board members. Comprehensive onboarding, training, and mentorship plans provide support new directors need to be successful in this critical role. Expert analysis of current management make-up results in a succession plan that grows with your institution.

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TRAINING DELIVERY

Participant-centered approaches to board and management training sets BBS apart. Susan puts her 17 years of experience in training design and presenting to work for you in areas such as mentorship programs, leadership training, and more. Whether virtual or in-person, we ensure objectives are met during our interactive sessions.

FLEXIBLE OPTIONS TO MEET YOUR NEEDS

Ready to get started? Bank Board Solutions has ready-made templates with all the materials you need to get up and running for management implementation. Need additional guidance? From calls with management to meeting virtually with your board or committee, we are here to support you every step of the way. Whether under Federal Reserve, FDIC, or OCC oversight, there is a package to meet your needs. Contact us today!

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