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Strategic Planning for Financial Institutions - It's All About Your Strategy
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When: 12:30 PM
Where: United States

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Recommended for 2 CE Credits

Program Content:

This is the description from our webinar that was presented in October 2018. Please check back for a modified description. Topics may be updated, but registration is now open.

Your bank is unique so your Strategic Plan should be unique as well. Too often, bank executives and directors will construct a strategic plan from old plans, strategies found online or just brainstorming based on emotion or intuition. Financial services, however, has become a much faster-paced industry than it was 15 or 20 years ago and is impacted by many more forces, challenges, competitors and opportunities than ever before. These drivers highlight the need for every bank or credit union to have a living, breathing strategic plan to thrive and grow.

Covered Topics:

This important and timely banking 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 a bank’s strategic plan

·        Establishing ‘best practices’ with Board Governance

·        Developing, implementing and managing the strategic planning process in your bank or credit union

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 bank?

·        Do your employees know your vision, and can they articulate it?

·        Does the culture and brand of your bank (everything from your electronic signature on your emails to the look of your bank lobby) reflect the vision of where you want to take your bank?

·        Do you know your risks—the risks that are unique to your bank?

·        Do you have the right people, and are they in the right places to fulfill the vision of your bank?

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.


Marci Malzahn is the president and founder of Malzahn Strategic, a community bank consultancy focused on strategic planning, enterprise risk management, and talent management. Marci has 23 years of banking experience, the last ten as the EVP/CFO/COO of a community bank she helped start where she oversaw all the bank operations areas, including finance, IT, compliance, internal audit, deposit/loan operations, office management, risk management, and HR. In her last year as EVP/COO/CRO, Marci created and focused on the bank’s risk management program. She was also the corporate secretary of both the holding company and the bank.

Before starting the bank in 2005, Marci took a detour from banking for five years and worked for a $34 million revenue non-profit organization where she led IT, HR and Finance. Marci’s extensive experience in banking infrastructure and her passion to help other banks succeed led her to found Malzahn Strategic in 2014.

Marci is the recipient of a number of professional awards, is a published author of three books, and an international bilingual public speaker, speaking frequently at banking conferences and associations. Marci holds a B.A. in business management from Bethel University and is a graduate of the Graduate School of Banking in Madison, Wisconsin.

If you are unable to attend the webinar but would like to have this information for training purposes, you may also purchase an OnDemand website link and/or CD-ROM. 



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