Strategic Planning for Community Banks It’s All About Your Strategy!

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 1 year ago 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.

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

What You’ll Learn

• Integrate your Enterprise Risk Management Program into your Strategic Plan
• Integrate your Talent Management Program into your Strategic Plan
• Ensure your Strategic Plan doesn’t sit on the shelf and gets implemented
• Identify and implement four key growth strategies

Who Should Attend
This informative session is designed for the Board of Directors, Leadership Team, Supervisors with planning responsibilities, and everyone involved in Strategic Planning process.

Instructor Bio
Marcia “Marci” Malzahn is the president and founder of Malzahn Strategic, a community financial institution management consultancy focused on strategic planning, enterprise risk management, treasury management, talent management, and EOS’ Implementation.

Malzahn has 30 years of banking experience, ten of those years as the EVP/CFO and COO of a community bank she co-founded where she oversaw all areas of operations. In her last year as EVP/COO/CRO, Malzahn created and focused on the bank’s enterprise risk management program.

Malzahn is the recipient of several professional awards, is a published author of four books, and an international bilingual keynote speaker, speaking frequently at banking and credit union conferences and associations as well as leadership and women’s conferences. As a Certified Virtual Presenter, Malzahn also provides online and onsite training for financial institutions.

Malzahn is a certified life coach, holds a B.A. in business management from Bethel University, and is a graduate of the Graduate School of Banking in Madison, Wisconsin.

Registration Options

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

• Available Upgrades:
  • 12 Months OnDemand Playback + $110
  • 12 Months OnDemand Playback + CD + $140
  • Additional Live Access + $85 per person