Creating a Unique Strategic Plan for Your Financial Institution
June 16, 2025
Live Webinar
DateJun 16, 2025Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
Your institution is unique, and your strategic plan should be, too.
Whether you lack a cohesive
strategy or want to review existing plans, this webinar will address critical
questions about your institution’s vision, employee alignment with that vision,
cultural and brand consistency, risk identification, and having the right
people in the right roles. Attend this webinar to ensure your institution’s
strategic plan is actively implemented and not just a document on the shelf.
WEBINAR HIGHLIGHTS:
- Define your path: clarify your vision, mission, and core values
- Blueprint for success: learn the importance of a clearly defined strategic plan structure
- Unlock success: identify key components common in winning strategies
- Risk-proof your plan: understand the role of enterprise risk mitigation and management
- Growth mastery: identify and implement four key growth strategies
- Governance excellence: establish best practices with board governance
- Strategic leadership: develop and manage the strategic planning process
- Risk-ready: conduct a strategic risk assessment for new initiatives
- Seamless integration: incorporate the enterprise risk management program into the strategic plan
- Talent alignment: integrate your talent management program into your strategic plan
- Action-oriented: ensure your strategic plan is actively implemented
WEBINAR DETAILS
The environment for community financial
institutions has changed drastically in the past five years due to shifts in
interest rates, emerging technologies, evolving consumer preferences, market
changes, and recent bank failures. These factors necessitate a fluid and
adaptable strategic plan. In addition, the industry faces numerous challenges,
new competitors, and uncertainties, which also present unprecedented
opportunities. This highlights the need for a dynamic strategic plan that
enables financial institutions to thrive and grow.
After attending this webinar, you will be able to clarify your vision, mission, and core values, understand the importance of a well-defined strategic plan structure, and identify key components common to successful strategies. You will also learn about the role of enterprise risk mitigation and management in your strategic plan, learn four key growth strategies, establish best practices with board governance, and manage the strategic planning and implementation process. In addition, you will gain tools and ideas to integrate your enterprise risk management and talent management programs into your strategic plan.
WHO SHOULD ATTEND?
This informative session
is designed for the board, the leadership team, supervisors with planning
responsibilities, and everyone involved in the strategic planning process.
TAKE-AWAY TOOLKIT
- Strategic risk assessment for new initiatives
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
NOTE: All materials are subject to copyright. Transmission, retransmission,
or republishing of any webinar to other institutions or those not employed by
your institution is prohibited. Print materials may be copied for eligible
participants only.
Presented By
Malzahn Strategic, LLC
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC
