GSB – Strategic Planning for Financial Institutions – It’s All About Your Strategy

2020 brought unexpected change, uncertainty, and fear to the entire world due to the Pandemic which continues to 2021. With continued uncertainty, community financial institutions must quickly adapt as does your Strategic Plan.

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 Institutions, however, have become much faster-paced organizations than they were 10 years ago—or even a few months ago!

Community Financial Institutions (CFIs) are impacted by many more forces, regulations, competitors, and now the Pandemic. There are more challenges than ever before but there are new opportunities as well. These drivers highlight the need for every institution to have a living, breathing strategic plan to thrive and grow. It’s all about your strategy!

Covered Topics

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.

Target Audience
Any professionals on the leadership team, executives, directors and supervisors with planning responsibilities, chief risk officers and boards of directors involved in the strategic planning process

Marcia Malzahn, Malzahn Strategic

Registration Option

Live presentation $275

Recording available through Feb. 9, 2022


Nov 08 2021


2:00 pm - 3:30 pm



More Info