Events Calendar

Webinar: Strategic Planning for Credit Unions
Tuesday, October 05, 2021, 03:00pm - 04:30pm

Shelf-sitter or action guide? How would you characterize your strategic plan? Are your institution’s vision, mission, and core values clearly set forth? Does it integrate your enterprise risk management and talent management programs? Are the right people in the right places? The questions – and components – abound. Join this lively webinar to learn best practices for creating a thriving strategic plan.


  • Clarify your institution’s vision, mission, and core values
  • Explain 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 a strategic plan
  • Identify and implement four key growth strategies
  • Establish best practices with board governance
  • Develop and manage the strategic planning and implementation process
  • Conduct a strategic risk assessment for new initiatives


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. Today’s environment has become much faster-paced than it was five or 10 years ago (or even before the pandemic).

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 employees know the vision, and can they articulate it?
  • Does the culture and institution brand (everything from electronic signatures on emails to the look of your lobby) reflect where you want to take your institution?
  • Do you know 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?
  • Do you have the “right places,” which are the positions of the future?

In addition, the industry is impacted by many more forces, challenges, new competitors, and opportunities than ever before. These drivers highlight the need for every financial institution to design a living, breathing strategic plan to thrive and grow. Join this dynamic webinar to learn how.


This informative session is designed for the leadership team, executives, supervisors with planning responsibilities, chief risk officers, directors, and everyone involved in strategic planning.


  • Infographics for the four growth strategies
  • Organizational chart of an ideal community financial institution
  • Employee training log
  • Interactive quiz

SPEAKER: Marcia Malzahn, Malzahn Strategic

Marcia “Marci” Malzahn is the founder and keynote speaker at Crowning Achievements International – inspiring and educating emerging leaders in the financial industry. She is also president and founder of Malzahn Strategic, which provides management consulting to community financial institutions. Marci has 30 years of banking experience, with 10 years as the EVP/CFO/COO of a community bank she co-founded.

Marci speaks frequently at industry conferences, association events, and leadership and women’s conferences. She has published four books and received several professional awards. As a Certified Virtual Presenter, Marci provides online and onsite training for financial institutions. Marci is a certified life coach and a certified community bank director. She holds a bachelor’s in business management from Bethel University and is a graduate and faculty of the Graduate School of Banking in Madison, Wisconsin.