Strategic Planning for Financial Institutions – It’s All about Your Strategy!


Strategic Planning for Financial Institutions – It’s All about Your Strategy!

Jul 30, 2024 | 11:00 am ET • 10:00 am CT | Webinar

The aftermath of the Pandemic, coupled with new technologies, shifting consumer preferences, market changes, and recent bank failures, has reshaped the industry significantly. The financial industry faces various forces, challenges, and new competitors, all amidst prevailing uncertainty. However, within these challenges lie unprecedented opportunities. It is imperative for every financial institution to develop an adaptive, dynamic strategic plan, a living document that breathes and evolves, ensuring not just survival but thriving and growth in this ever-changing landscape.

This program delves into essential considerations for institutions seeking to refine or establish a comprehensive strategy. Whether your organization lacks a cohesive plan or aims to review existing strategies, you'll discover answers to critical questions. Gain valuable insights into strategic planning and alignment within your institution, encompassing everything from the aesthetics of your lobby to the digital signature on your emails. Additionally, examine the importance of ensuring that employees not only understand but can articulate this vision. A crucial aspect of the discussion will be identifying and understanding the unique risks your institution faces and assessing whether you have the right people in the right positions to bring your institution's vision to fruition.

Participate in this session to enhance your institutional strategy with innovative tools and concepts. Learn to integrate Enterprise Risk Management and Talent Management Programs into your Strategic Plan, ensuring a holistic approach to organizational development. Gain insights into preventing your Strategic Plan from becoming dormant and implementing four key growth strategies for sustained success.

Learning Objectives:

  • 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.

Duration: 90-minutes



ICBA Members

Live: $209

On-Demand: $229

Live + On-Demand: $249


Live: $309

On-Demand: $329

Live + On-Demand: $449

Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to real-time 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.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase.

For more information, call 800-422-7285.

Who should attend: Executives, C-Suite, Directors, Leadership Team

Prerequisites: None

Advanced Preparation: Basic knowledge of banking.

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based.

CPE Credit Hours: 1.5

Marci Malzahn
Marci Malzhan

President & Founder

Malzhan Strategic

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy