TruStage: How Internal Talent Mobility Creates Long-Term Leadership Excellence This session will help your credit union break out of a top-down pyramid-shaped succession plan, and create a program that engages, retains, and develops your best talent. Join Waitlist Register
Save the date December 13, 2023 11:00 AM - 12:00 PM (EST)
Event Details Free TruStage Webinar: How Internal Talent Mobility Creates Long-Term Leadership Excellence
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Research shows that a culture of "internal mobility" can help employers develop and retain better leaders who drive growth. This session will help your credit union break out of a top-down pyramid-shaped succession plan, and create a program that engages, retains, and develops your best talent.
Speakers
Peter Sullivan Executive Benefits Specialist at TruStage
Peter Sullivan Executive Benefits Specialist at TruStage More than 3,900 executives and 1,300 credit unions leverage the experience of the Executive Benefit Solutions team.* You’ll benefit from an approach designed to support the changing needs of your leadership and credit union. This can include executive benefit programs or a charitable donation account, supported through innovative solutions. Through multiple, non-proprietary funding options from industry-leading firms, your strategies will be individually tailored to your credit union’s risk tolerance and investment preferences. Peter is a registered representative of LPL Financial, offering products and services as part of the executive benefit plans at Cuna Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs (SERPs) specifically tailored to credit unions. He is located in the eastern region and brings to Cuna Mutual Group his experience in the financial services industry since 1990. Over the course of Peter’s career, he has helped business owners with the adoption of qualified retirement plans and executive benefits programs. He is life insurance licensed in a number of states and holds FINRA Series 7, 26, 63 and 65 securities registrations with LPL Financial. A graduate of the South Eastern Massachusetts University, Peter also received a Juris Doctor degree from the Massachusetts School of Law. Peter is also a member of the Massachusetts Bar. Peter is not a practicing attorney. *Cuna Mutual Group Internal data, 12/31/21
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