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

Your bank is unique so your Strategic Plan should be unique as well.

OnDemand
Recorded Thursday,
October 14th, 2021
Presented by Marci Malzahn
1h 30m total length
2 CEU Credits
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Management/Employee Development
  • Risk Management/Legal
  • Board Member
  • Branch Manager
  • Controller/Accountant
  • Human Resources Officer
  • IT Professional
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Risk Manager
  • Senior Management

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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

What You'll Learn

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.

Marci Malzahn

Instructor Bio

Marcia (“Marci”) Malzahn is the founder and inspirational keynote speaker at Crowning Achievements International—inspiring and educating emerging leaders in the financial services industry. She is also the president and founder of Malzahn Strategic providing management consulting services to community financial institutions. Marci has 30 years of banking experience, ten of those years as the EVP/CFO/COO of a community bank she co-founded.


Marci speaks frequently at industry conferences and association events as well as leadership and women’s conferences; is a published author of five books, and the recipient of several professional awards. As a Certified Virtual Presenter, Marci also provides online and onsite training for financial institutions. Marci is a certified life coach and Certified Community Bank Director. She holds a B.A. in business management from Bethel University and is a graduate and faculty of the Graduate School of Banking in Madison, Wisconsin.

Continuing Education Credit Information

Recommended for 2 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.

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