ViClarity Compliance Update

Q3 Webinar on succession planning and leadership resilience ahead of the new NCUA rule.

Q3 2025 Town Hall Webinar - Building Leadership Resilience: A Step-by-Step Succession Planning Workshop
Sept 24, 2025 01:00 PM CST / 12:00 PM MST  
Leadership continuity is a vital component of credit union resilience. With the NCUA’s succession planning rule going into effect January 1, 2026, federally insured credit unions must adopt and maintain a formal succession plan covering key leadership positions.
 
This focused town hall workshop will provide practical, step-by-step guidance on building a compliant plan, assessing leadership gaps, preparing for both emergency and planned transitions, and aligning succession with your credit union's long-term strategy. Join us for this session and leave with actionable tools to strengthen your governance and exam-readiness, because strong leadership keeps your mission moving forward — even through change. Register here. 

Where Even Are We? The State of the Industry As We Know It
The financial services industry’s greatest asset can also occasionally be its greatest threat: access to information that is immediately available, but questionable in its accuracy. In an era of instant gratification, access to factually accurate information requires wading through industry updates, which is both frustrating and difficult. In this article we provide some much-needed context to a few conversations currently occurring within the financial services industry. Read more here.

Keeping Banking Fair: Responding to the SBA’s Right-Around-the-Corner Order
On August 26, 2025, SBA delivered a letter to over 5,000 lenders to enforce the August 7 Executive Order (EO) 14331 (Guaranteeing Fair Banking for All Americans), which creates immediate compliance obligations for SBA-approved lenders, including credit unions. The EO alleges de-banking has occurred across our industry based on political affiliations, religious beliefs, and lawful business activities. Find out more here. 

Other Resources:
Recent Q&A
Compliance Calendar
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