Meet the NCUA succession planning rule deadline by January 1, 2026.

The National Credit Union Administration (NCUA) requires all federally insured credit unions to have a board-approved written succession plan in place by January 1, 2026.

This succession planning rule is designed to reduce leadership gaps, strengthen governance, and protect members from disruption. But true success goes beyond filing a document. It means building a clear, actionable strategy that secures your credit union’s leadership pipeline.

At Landrum, we partner with credit unions nationwide to design, implement, strengthen, and execute succession plans that do more than check a compliance box.

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Credit Union Succession Planning Services

No matter where you are in the succession planning process, we can support you. Our team can ensure you’re compliant with the 2026 NCUA requirements and set you up for success beyond the deadline.

We meet you where are by providing customized solutions that align with your specific goals and objectives.

Succession Plan Consulting

We help credit unions review, update, or build succession plans tailored to their board, leadership structure, and growth goals, ensuring compliance with the NCUA’s succession planning rule.

Executive Search

Landrum’s search team specializes in identifying and hiring credit union executives who align with your mission and can step into key roles with confidence.

Interim & Fractional Leadership

When leadership transitions happen unexpectedly, we provide interim and fractional executives to maintain momentum and member confidence.

Outsourced HR

Landrum has more than 55 years of experience providing strategic human resources support to credit unions of all sizes. From multi-state payroll and dedicated HR expertise to employee benefits and workers’ compensation, we have solutions to help you grow your membership. A dedicated HR Business Partner will help ensure you’re alawys up to date on employment law compliance issues.

Why Succession Planning Matters for Credit Unions

While compliance with the 2026 NCUA succession planning guidelines is a requirement for federally insured credit unions, having a clear and strategic succession plan provides some valuable benefits for your credit union.

  • NCUA Compliance: Stay ahead of the January 1, 2026 deadline.

  • Leadership Continuity: Prevent disruption in board or executive leadership positions.

  • Member Confidence: Ensure seamless service and guidance for your credit union members.

  • Long-Term Stability: Build a leadership pipeline prepared for the future.

  • Reduced Risk: Having a dedicated HR resource helps avoid costly employment law compliance risks and fines.

Our team is here to help you build a succession plan that not only complies with the NCUA guidelines but also positions your credit union for future success and stability.

Prepare for the January 1 Succession Planning Deadline

Whether you’re starting from scratch or refreshing an existing succession plan, Landrum helps credit unions stay compliant and future-ready.

Contact us today and ensure your succession plan is ready before the deadline.