Strategic Planning for Community Banks

On-Demand Webinar
StreamedJul 11, 2023Duration90 minutes
  • 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
See Registration Options

Like fingerprints, your institution’s strategic plan is unique, but it must be able to flex and evolve as the times change.

Has your plan kept pace with the changes brought by the pandemic, emerging technologies, and today’s uncertain financial climate? Take this opportunity to learn how to conduct a strategic risk assessment.
  • Clarify your vision, mission, and core values
  • Comprehend 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

Check out this podcast with Marcia Malzahn of Malzahn Strategic as she answers questions about strategic planning:


Your institution is unique so your strategic plan should be unique as well. The environment for community banks has changed drastically in the past five years – especially in the aftermath of the pandemic, new and emerging technologies, evolving consumer preferences, market shifts, and recent bank failures. Therefore, your strategic plan must be a fluid document. In addition, the industry is impacted by many more forces, challenges, and new competitors, with uncertainty leading the way. At the same time, these challenges may also present more opportunities than ever before. These drivers highlight the need for every community bank to design a living, breathing strategic plan to thrive and grow.

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 your culture and brand (everything from the 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 your institution’s vision?

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
  • Ensure your strategic plan gets implemented and doesn’t just sit on the shelf
  • Identify and implement four key growth strategies


This informative session is designed for directors, leadership teams, supervisors with planning responsibilities, and everyone involved in the strategic planning process.


  • Sample of an ideal organizational chart for community banks
  • 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.


"Presenter's comments were thoughtful and clear, providing details on current regulatory hot topics."
- Stephanie, Harbour Trust & Investment Management Company

"Everything she shared was germane to things we've considered. She had a lot of content, and the pace was good."
- Ferdinand, Dime Bank

"The webinar provided some good points and framework.  I am much better off than prior to the webinar."
- Sidney, Port Richmond Savings

Presented By

Marcia MalzahnMarcia Malzahn
Malzahn Strategic