In this episode of The Co-op Heroes Podcast, we sit down with James Tanneberger, CEO of South Central Indiana REMC, to talk about one of the most pressing challenges facing electric cooperatives today: the coming wave of retirements and how to manage the knowledge transfer that comes with it.

James speaks candidly about the generational gap co-ops are facing, roughly 9 million fewer people in Generation X than in the Baby Boomer generation, and what that means for building a bench deep enough to replace 30-plus years of institutional expertise. He walks through the real risk of a “transition mismanaged,” drawing on an experience at one of the country’s largest utilities where an entire engineering discipline rested on a single expert with no one behind him.

To bridge that gap, James’s co-op is bringing retiring staff back on contract to capture their knowledge before it’s gone for good, and building a private AI tool the team affectionately calls “Shirley,” trained on the co-op’s own board minutes, business documents, and communications so institutional memory doesn’t walk out the door with the people who hold it. He’s candid about what it actually takes to get that kind of system to work: not just the technology, but the discipline of getting good data in, and giving people a real sense of mission around capturing it.

Featured topics:

• Why succession planning starts with leaders figuring out how to replace themselves, sooner rather than later

• The generational math behind the co-op workforce gap, and why AI is becoming the bridge

• Building “Shirley,” a private AI trained on institutional knowledge, business records, and email

• What a mismanaged transition looks like, and how a short bench can cripple even the largest utilities

• How cooperatives lean on trust and shared learning across the industry instead of competing on it

• Why interoperability and a “listen first” approach from vendors will define the next generation of co-op technology

James closes with a look toward The Great Progression, a coming book on AI, clean power, and bioengineering, and the case that the next 25 years could be the most productive in cooperative history, if co-ops are willing to think ahead now.

This is a conversation about turning a demographic challenge into a technological opportunity, and making sure decades of hard-won expertise outlast the people who built it.