Strategic Planning for FI - It's All About Your Strategy

Business Leadership Square

Nov 29, 2022

Strategic Planning for FI - It's All About Your Strategy

3:00 pm Eastern | 2:00 pm Central | 1:00 pm Mountain | 12:00 pm Pacific

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 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.

Time: 90 minutes

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

ICBA Members: $199
Nonmembers: $299
Unlimited Webinar Pass subscription: $0

NOTE: Registration fee is valid for one connection, only for the individual registered. Each attendee must register. Full payment is required prior to attendance.  For more information, call 800-422-7285.

1.5

Marci Malzahn
Marcia Malzahn

President and Founder

Malzahn Strategic

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.
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate 
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
 
Webinar Attendance/Cancellation Policy:
Full payment is required prior to live event attendance. Digital products will be made available when full payment is received.
 
Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
 
This live digital course is for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.