Succession Planning: Be Proactive. Be Collaborative. And Do It Now.

Brian Love, Head of Banking & Fintech at Travillian, and Jeff Cardone, Partner at Luse Gorman, chat primarily about how community banks should be thinking about their succession planning. Still an extraordinarily hot button issue, Cardone explains how the lack of succession is a key driver of M&A.    

Topics discussed:

  • How succession planning drives community bank M&A.
  • Key decision makers and achieving buy-in during the process.
  • How banks are attracting diversity and ESG talent at the bank and on the board.
  • Jeff’s take on regulatory hot topics.

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