Webinars

Managing third-party relationships requires a lot of time, responsibility, and focus – you must oversee all the contracts, documents, and reviews for all your vendors, and everything that happens in between. With constant changes happening with technology service providers, you might be wondering if it’s necessary to review your third-party’s subcontractors, and if so, where to start.

Join this session as we discuss how to define subcontractor relationships, what guidance and regulation says about the topic, when you should be reviewing them, and what to look for when reviewing these relationships.

On December 17, 2024, the NCUA Board approved a final rule on the topic of “Succession Planning.” This new rule requires credit unions to implement a formal succession planning process to support the long-term success of the credit union. While this has historically been considered a resilience function as part of the Business Continuity Process, this new rule positions succession planning as a topic of strategic importance for the credit union industry, as a whole.

Join us for this webinar on February 20, 2025 at 2:00 PM (CT) as we review the new rule and discuss how the requirements may affect your credit union’s succession planning processes.

In this session, you will learn:
- What sets this rule apart from current succession planning requirements.
- How to create a succession plan that is both compliant and useful.
- Best practices for documenting and managing your order of succession.
- The Tandem features and updates designed to help you build your succession plan.