Young & Associates, Inc. is offering a free white paper, Strategic Planning - 9 Lessons from the Facilitator to WBA members. The author, Gary J. Young, has 30 years of experience in working with community banks across the country in developing strategic plans. Regardless of how you approach strategic planning, these nine concepts will help make your plan meaningful to the management team and the board of directors.

Download Strategic Planning - 9 Lessons from the Facilitator

Young is the upcoming speaker for the WBA Bank Directors Summit. Held May 24 in Eau Claire and May 25 in Stevens Point, this one-day program will discuss key issues regarding leadership and management of community banks from the Director's perspective. The Summit is recommended for bank management teams, beginning or experienced inside and outside directors, bank CEOs and executive officers and bank general counsel.

Here is a quick look at the agenda for that day!

Capitol Planning/Strategic Planning

Regulators have been clear about the need for Bank Directors to determine what is capital adequacy based on the risk of the specific bank. For OCC banks, this is mandatory. For FRB and FDIC banks this is best practices. This session will discuss how to determine capital adequacy then implement it into strategic planning to increase profitability and shareholder value.

Determining Stock Value

Shareholder value is a critical component of all community banks. If your goal is to maintain independence, the first step is to meet the needs of your shareholders. This session will walk the directors through the key components of shareholder value and how to realistically maintain a strong price the benefits everyone.

Board Roles and Responsibilities

This session will provide a reminder of responsibilities of the Board of Directors and the individual director. Each of the five primary responsibilities will be discussed along with how to meet those responsibilities.

There will also be an opportunity for networking as well as afternoon sessions on interest-rate risk and the uniform bank performance report.

The day will end with an open forum where directors may ask whatever questions they might have.

Click below to register for the date/location that works best for your and your directors:

May 24 | Eau Claire

May 25 | Stevens Point

Register the first team member of from your bank for $225 and $175 for each additional team member. To receive discounting all team members must be registered at the same time.