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. Community Financial Institutions must quickly adapt and so 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 four 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

This important and timely webinar will address:

  • 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.

Who Should Attend?

Any professionals in the Leadership Team, Executives, Directors and Supervisors with planning responsibilities, Chief Risk Officers, and Board of Directors involved in Strategic Planning process.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Related Topics

Instructor

Marci Malzahn
Marci Malzahn

Marcia (“Marci”) Malzahn is the president and founder of Malzahn Strategic, a community financial institution management consultancy focused on strategic planning, enterprise risk management, trea... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Strategic Planning for Financial Institutions-It's All About Your Strategy!0.25 Any AnyWebinarSix Month On-Demand Recording Marci Malzahn$295.00 Register Now
Strategic Planning for Financial Institutions-It's All About Your Strategy!0.25 Any AnyWebinarCD-ROM Video Recording Marci Malzahn$345.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

Powered by
0
    0
    Your Cart
    Your cart is emptyCourses and Events