Discover the CCUA's Webinar Wednesday series, designed to bring educational insights, innovative solutions, and member-focused services directly to you. Held on Wednesdays of each month, this series features timely topics and expert perspectives to keep credit unions ahead in a dynamic industry.
The next 10 years are critical for the financial services talent shortage. By 2030, all baby boomers will reach the retirement age of 65. And by 2035, Gen X will comprise only 21% of the workforce.
Credit unions are already facing difficulty in acquiring talent — especially talent who understands the industry’s complex regulations and emerging technology. As the U.S. continues to have a significant labor shortage, institutions must secure their future workforce through effective retention practices, including but not limited to succession planning. Growing and developing current employees is the key to future stability.
Who should attend: credit union executives, human resources professionals, board and supervisory committee members
Succession planning gives your organization access to vital talent while helping you drive engagement, retention and your desired workplace culture. In this webinar, we look at how credit unions can build an effective succession plan, including:
- Common planning pitfalls to avoid
- Critical elements to include in your plan
- Essential skills for future leaders
- Leveraging fractional C-suite outsourcing
Barbara Low, SPHR, RODC Senior Manager, Wipfli
Barbara Low is a Senior Manager at Wipfli LLP, bringing over 25 years of experience in human resources and organizational development. As a member of Wipfli's organizational performance team, she collaborates with clients across various industries to enhance leadership effectiveness, resolve workplace conflicts, and implement strategic talent management solutions.wipfli.com
Barbara's areas of expertise include succession planning, role clarification, performance management, and corporate education. She is a certified 16pf practitioner and holds professional memberships with the Society for Human Resource Management (SHRM) and the International Society for Organization Development and Change (ISODC).wipfli.com+1wipfli.com+1
Barbara earned her Master of Science in Management and Organization Behavior from Benedictine University and a Bachelor of Science in Business Administration from the University of Wisconsin-Stevens Point. Based in Chicago, she is a sought-after speaker and contributor to Wipfli’s thought leadership initiatives, including webinars and podcasts on topics such as succession planning and workforce development.
Robert H, Zondag, CTP Partner, Wipfli
Robert Zondag is a Partner at Wipfli LLP with more than 25 years of leadership experience in financial services, entrepreneurship, and consulting. He works with clients across industries—including financial institutions, technology firms, healthcare providers, and government agencies—helping them navigate strategic growth, M&A, risk management, and regulatory compliance.
A Certified Treasury Professional, Robert has served on several professional boards and committees, including the Municipal Securities Rulemaking Board and the State of Wisconsin Medical Examining Board. He is a frequent public speaker and contributor to Wipfli’s "Bank on Wipfli" podcast series.
Robert holds degrees from the University of Wisconsin-Madison and L'Université d'Aix-Marseille III, and has completed executive coursework at Harvard Business School Online.
CCUA Webinar Wednesday virtual events are exclusive to member credit unions. Partners interested in engaging with our credit union community can explore sponsorship opportunities by emailing solutions@ccua.org.
