Strategic Planning for Financial Institutions

Strategic Planning for Financial Institutions - It's All About Your Strategy!

Thursday, October 14, 2021 
2:30 pm – 4:00 pm Eastern

Your institution is unique so your strategic plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, use strategies that no longer work, or just brainstorm based on emotion or intuition. The environment for community financial institutions, however, has become a much faster-paced industry than it was 5 or 10 years ago (or even 1 year ago before the Pandemic).

In addition, the industry is impacted by many more forces, challenges, new competitors, and also opportunities than ever before. These drivers highlight the need for every financial institution to design a living, breathing strategic plan to thrive and grow.

After this Webinar you’ll be able to:

  • Clarify your vision, mission, and core values
  • Learn the importance of a clearly defined strategic plan structure
  • Identify key components common to successful strategies
  • Understand the role of enterprise risk mitigation and management in an institution’s strategic plan
  • Identify and implement four key growth strategies
  • Establish “best practices” with board governance
  • Develop and manage the strategic planning and implementation process in your institution
  • Conduct a Strategic Risk Assessment for New Initiatives

Topics Covered:

Whether your institution lacks a cohesive strategy, or just wants to review existing plan(s), this webinar will address questions including:

  • What is your vision for the future of your institution?
  • Do your employees know your vision, and can they articulate it?
  • Does the culture and brand of your institution (everything from your electronic signature on your emails to the look of your lobby) reflect the vision of where you want to take your institution?
  • Do you know your risks—the risks that are unique to your institution?
  • Do you have the right people, and are they in the right places to fulfill the vision of your institution?

You will walk away with tools and ideas to:

  • Integrate your Enterprise Risk Management Program into your Strategic Plan
  • Integrate your Talent Management Program into your Strategic Plan, and
  • Ensure your Strategic Plan doesn’t sit on the shelf and gets implemented.
  • Identify and implement four key growth strategies.

Who Should Attend? 

This informative session is designed for the Board of Directors, Leadership Team, Supervisors with planning responsibilities, Chief Risk Officers, and everyone involved in Strategic Planning process.

Instructor

Marci Malzahn

Marcia (“Marci”) Malzahn is the president and founder of Malzahn Strategic, a community financial institution management consultancy focused on strategic planning, enterprise risk management, treasury management, and talent management.

Marci has 30 years of banking experience, ten of those years as the EVP/CFO and COO of a community bank she co-founded where she oversaw all areas of operations. In her last year as EVP/COO/CRO, Marci created and focused on the bank’s enterprise risk management program.

Marci is the recipient of several professional awards, is a published author of four books, and an international bilingual keynote speaker, speaking frequently at banking and credit union conferences and associations as well as leadership and women’s conferences. As a Certified Virtual Presenter, Marcia also provides online and onsite training for financial institutions.

Marci is a certified life coach, holds a B.A. in business management from Bethel University, and is a graduate of the Graduate School of Banking in Madison, Wisconsin.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by OnCourse Learning (Total Training Solutions)

If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Patti Webb, (614) 610-1877.

Registration Options (Member/Non-Member Pricing)

Live Plus Five ($265/$400) – Attend the live event and receive five business days of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

Live Plus Five (Additional Hookup) ($175/$265) – Registering another banker from a different location for Live Plus Five.

OnDemand Recording ($295/$450) – Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.

CD-ROM ($345/$515) – Receive the webinar recording on a CD-ROM 7-10 business days after the Live event or your registration date (whichever is the latter). Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.

Live Plus Six ($365/$545) – Attend the live event and receive six months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

Premier Package ($395/$600) – Includes all three base options. Live attendance, OnDemand Playback for six months, and the CD-ROM.

When
10/14/2021

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