Скачать или смотреть Succession Planning Strategy for Banks | How to Prepare for Leadership Gaps Before Crisis Hits

Is your bank or financial institution prepared for a sudden leadership vacancy? In this episode of The Value Factory Podcast, OneAccord’s Nick Anderson sits down with Mike Kadel, Managing Principal at OneAccord and former banker, to unpack why succession planning isn’t a luxury—it’s a strategic necessity.

With over 60 years of combined banking experience, Nick and Mike share real-world stories from inside financial institutions, including the high-impact transition at Columbia Bank and what smaller banks and credit unions can learn from it. Whether you’re an executive, board member, or HR leader, you’ll walk away with actionable insight into building a culture of readiness.

Topics covered in this conversation include:

The difference between replacement planning and succession planning

Why succession planning is a habit, not a one-time event

How to build bench strength and spot high-potential leaders early

The emotional intelligence and cultural alignment needed to promote effectively

Why strong succession planning invigorates culture and improves retention

The five-step framework OneAccord uses to build custom succession strategies

If you're in banking, HR, or executive leadership, this episode will give you the clarity—and urgency—you need to start succession planning now.

Strategic Links
• Explore OneAccord’s Succession & Strategy Services → https://oneaccord.co/our-services/
• Schedule a Consultation with OneAccord → https://oneaccord.co/contact-us/

Timestamps
00:00 Culture, Stories & Succession Planning
01:24 Introduction – Meet Mike Kadel
02:36 What Succession Planning Actually Solves
03:25 Replacement Planning vs Succession Planning
05:12 Why Most Organizations Delay Planning
07:45 Columbia Bank Case Study: Leadership Legacy
10:04 Building Bench Strength & Culture Fit
13:20 The Evidence of a Strong Succession Plan
14:57 What Happens Without One? (Starbucks Example)
17:19 Does Succession Require a Big Budget?
20:38 Five Steps to Succession Planning
23:06 Writing Roles, Naming Names, Spotting Gaps
28:20 Emotional Intelligence, Soft Skills & Culture Fit
31:59 Why Culture is Storytelling

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