The Human Side of the Insurance Industry

Successful Succession Strategies

In our three-part webinar series, we will present a targeted selection of tools and information for our valued insurance industry friends. We’ll shine a laser focus on key areas that seriously impact how effectively an insurance organization can function and ensure its long-term sustainability and stability. Join us for a lively conversation, get useful tools, and learn techniques that you can leverage right away.

Many organizations mistakenly believe that succession simply means finding someone to fill the position of "leader" when current leaders move on. Not so. Succession is about planning for the long-term success of the organization and includes understanding future needs regarding skills and competencies, the desired culture and potential of the business. How can you identify and groom talent? How can you prepare the current generation of leaders to become people builders instead of power brokers? In this webinar, we share state-of-the-art techniques in succession and transition planning. We’ll examine case studies and supply resources, while providing practical methods that can be implemented quickly and effectively.

Course Objective: To understand basic succession process and importance of using behavioral and technical competencies that meet strategic needs.

Learning Outcomes:

  • Define the elements of an effective succession plan
  • Discuss how to use competencies as the foundation for a succession plan
  • Identify the steps to effective leadership preparation as part of the succession process

1.0 CPE credit in Business Management & Organization Personnel/Human Resources


Ken Croarkin

Natalie McVeigh
Lisë Stewart



Wednesday, June 23, 2021 1:00 PM to 2:00 PM ET

Delivery Method: Group-Internet Based; Level: Basic; Advance Preparation: None; Prerequisites: None EisnerAmper LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: EisnerAmper LLP National Registry Sponsor No. 108139 Texas recognizes CPE programs offered by NASBA sponsors, but requires registration with the state board.  EisnerAmper LLP is a registered sponsor in Texas (No. 010023). There is no fee to attend this course.  For more information regarding administrative policies such as cancellations and complaints, please contact