From Retirement Dreams to CFO Reality: 5 Insider Tips for Successful Succession Planning

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Since 2020, over 60% of Travillian’s talent searches have focused on CFO and CRO roles—underscoring the surge in demand for strong finance and risk leaders. With M&A slowing and executive retirements rising, banks are shifting focus to proactive succession planning and talent development. Two recent CFO placements—at BayFirst Financial and Chemung Canal Trust Company—showcase how thoughtful planning, realistic timelines, and efficient national searches can lead to smooth transitions and strong leadership continuity.

Read more about these case studies and key takeaways on the Travillian Next website here.

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