Planning for Succession: Creating a Robust Pipeline for Organizational Success

Human Resources & Staff Training

Banks, as well as other industries, face a tight labor market driven by economic growth, baby-boomer retirements, and a decreasing supply of entry-level talent. If banks want to win this “war for talent,” the best way to do so is to look within. In this session, learn how succession planning and talent management can become the strategic, competitive advantage. Explore how you can think about leadership bench strength and talent development from a strategic perspective, ensuring a diverse talent pipeline who will be ready when vacancies occur.  

Who Should Attend: Executive Officers, Board Directors, HR Professionals

Learning Objectives

  • Explore how CEOs and boards can partner to create effective leadership talent pipelines
  • Learn the ways that an organization can retain high potential talent in this competitive labor market
  • Understand how leaders can create employee engagement through development planning – the key to creating and retaining a strong leadership bench
  • Recognize the value that a diverse talent pipeline brings to an organization


Kathy Baron
Vice President
Pearl Meyer

Kathy Acierno Baron is a vice president with Pearl Meyer, where she specializes in talent management issues, including executive leadership development, succession management, and coaching. Previously, she was the director of workforce planning and talent mobility at Harvard University and an executive coach in Harvard’s leadership programs. There, Kathy was responsible for aligning and leveraging talent acquisition to internal talent mobility and connecting external and internal talent pipelines. She also spent more than 15 years at Avery Dennison Corporation, most recently as the director of leadership and organizational development, where she designed and delivered succession management systems, employee retention strategies, leadership and team development programs, as well as high-potential development programs. Kathy has coached more than 100 executives and senior leaders and is certified to administer and interpret a multitude of assessment instruments for both individual and team development. Kathy is a graduate of SUNY Geneseo, where she serves on the Foundation Board, and holds an MILR in human resources from Cornell University.

Greg Swanson
Managing Director
Pearl Meyer

Greg Swanson is a managing director with Pearl Meyer’s Los Angeles office and a member of the firm’s national banking practice. He has more than 20 years of experience consulting with public and private companies on all aspects of executive and board compensation, including governance, education, compliance, communication, philosophy, design, succession planning, and more. In recent years, much of his work has been focused on executive and director compensation affecting community and regional banks. Greg is a frequent speaker at banking association conferences and is a regular author on board and executive pay topics. Greg received his B.S. in mathematics from Warner Pacific University, and he is an associate of the Society of Actuaries.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association 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


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