Strategic Planning for Your Community Bank - It's All About Your Strategy!

Your institution is unique so your strategic plan should be as well. The environment for community financial institutions has changed drastically in the past 5 years – especially in the aftermath of the Pandemic, new and emerging technologies, evolving consumer preferences, market shifts, and the recent bank failures. Therefore, your Strategic Plan must be a fluid document. The industry is impacted by many more forces, challenges, new competitors, and uncertainty is leading the way. At the same time, these challenges may also present more opportunities than ever before. These drivers highlight the need for every financial institution to design a living, breathing, strategic plan to thrive and grow.

Recorded Friday,
October 13th, 2023
Presented by Marci Malzahn
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Management/Employee Development
  • Board Member
  • Branch Manager
  • Senior Management

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Whether your institution lacks a cohesive strategy, or just wants to review existing plan(s), this webinar will address questions including 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? What about 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? After this webinar you’ll be able to clarify your vision, mission, and core values. You will also be able to 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.

Get ready to establish best practices with board governance, develop and manage the strategic planning and implementation process in your institution, and conduct a Strategic Risk Assessment for New Initiatives.

What You'll Learn

  • 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, and everyone involved in the 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.