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Virtual Roundtable

Executive Retention & Succession Planning for Today’s World

Event Date: April 25, 2024 | Time: 11:00 AM - 12:00 PM CDT

All sessions are recorded and posted to our archive under the Resources dropdown within a couple business days. Use the handy filters to sort by Council and/or content type. 

We are amidst an era marked by the most intense talent competition in a generation, alongside significant growth in the credit union business model and revolutionary technological advancements. Join us to hear innovative retention strategies and leadership development ideas to ensure our credit unions not only survive but thrive in this dynamic environment.

We will cover:

  • Direct career pathing & no-nonsense succession
  • Driving a learning-fueled, change-ready culture
  • Crafting a culture that wins
  • Succession planning: real talk on what works
  • Holding onto talent without stock options

As former executives of a Fraternal Insurance Company and the CEO of a high-performing credit union we are experts in executive retirement benefits and the business of running cooperative companies, these insights are tailored for the unique challenges and opportunities faced by credit union leaders in today's dynamic market.

PLEASE NOTE: You cannot "register a colleague" for Council member-only events unless they are also a member or choose to join. The system currently offers this option and we are working to remove it to eliminate confusion. Thank you. 

Meet the moderators

Speaker Image

Chris Jones Chris Jones

Senior Partner

ParcStreet Partners

Before joining PARC Street Partners, Kirk Kordeleski was a partner at OM Financial Group for four years, where he refined his skills in Supplemental Executive Retirement Plans (SERPs), particularly focusing on split-dollar plans. In his current role at PARC Street Partners, Kirk integrates his experience with an innovative approach to credit union strategy and executive benefits consulting. He possesses an adept understanding of credit union leadership teams' complex needs, enabling him to create SERPs that blend innovation with customization.

With over 40 years of experience in the credit union industry, Kirk has accumulated a wealth of insights and knowledge. He spent 15 years at Bethpage FCU as CEO and served as EVP of Strategy & IT prior to that. In addition, Kirk worked at Bank Fund Staff FCU as a vice president. Beyond traditional credit union roles, Kordeleski has made significant strides in the fintech space. In addition to co-founding multiple firms specializing in credit union strategy and digital transformation, he holds advisory/board positions with several fintech startups.

On the community front, Kirk has a commitment to combining professional excellence with meaningful community engagement and extends to leadership roles in Long Island's foremost business association as well as United Way.

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Speaker Image

Kirk Kordeleski Kirk Kordeleski

Executive Benefit Consultant

OM Financial Group

Kirk is an Executive Benefit Consultant at OM Financial Group. Before joining OM, Kirk served as President and Chief Executive Officer of Bethpage Federal Credit Union, the largest community credit union in the Northeast, for 15 years. During his tenure, Bethpage was awarded the largest federal charter in the country and doubled its size every five years, growing from $950M to $6B. Among his achievements as CEO, Kordeleski helped create large-scale collaborations in both technology and back room operations, the first such collaborations in the industry.

Kirk has started up 2 consulting firms, acted as senior managing partner at an industry leading professional services firm, was instrumental in starting up a blockchain ID CUSO and founded a marketplace lending Fintech. The consulting firms specialized in credit union strategy, digital transformation, CUSOs and data analytics.

View Bio

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Product Code: RT042524

Executive Retention & Succession Planning for Today’s World webinar

We are amidst an era marked by the most intense talent competition in a generation, alongside significant growth in the credit union business model and revolutionary technological advancements. Join us to hear innovative retention strategies and leadership development ideas to ensure our credit unions not only survive but thrive in this dynamic environment.

This is member-only content.

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