2020 and Beyond: Strategic Planning for Financial Inst...

2020 and Beyond: Strategic Planning for Financial Inst...

2020 and Beyond: Strategic Planning for Financial Institutions - It's ALL About The Strategy
Wednesday, February 19, 2020
12:00 – 1:30 pm (Eastern Time)

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, strategies found online or just brainstorming based on emotion or intuition. Financial services, however, has become a much faster-paced industry than it was 15 or 20 years ago and is impacted by many more forces, challenges, competitors and opportunities than ever before. These drivers highlight the need for every institution to have a living, breathing strategic plan to thrive and grow.

This important and timely bank planning webinar will address:

  • The importance of a clearly defined strategic plan structure
  • Key components common to successful strategies
  • The role of Enterprise Risk mitigation and management in an institution’s strategic plan
  • Establishing ‘best practices’ with Board Governance
  • Developing, implementing and managing the strategic planning process in your institution
  • Strategic Risk Assessment for New Initiatives

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.

Who Should Attend:

Any professionals in the Leadership Team, Executives, Directors and Supervisors with planning responsibilities, Chief Risk Officers, and Board of Directors involved in Strategic Planning process.

Instructors

Marci Malzahn
Malzahn Strategic / President and Founder

Marci Malzahn is the president and founder of Malzahn Strategic, a community bank consultancy focused on strategic planning, enterprise risk management, and talent management. Marci has 23 years of banking experience, the last ten as the EVP/CFO/COO of a community bank she helped start where she oversaw all the bank operations areas. Marci is the recipient of a number of professional awards, is a published author of three books, and an international bilingual public speaker, speaking frequently at banking conferences and associations.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by BankersHUB

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

Registration
$249 for Webinar and Playback*
*Playback has no expiration.
 
When
2/19/2020 12:00 PM - 1:30 PM

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