Webinar: Creating a Unique Strategic Plan for Your Financial Institution
June 17, 2025 3:00 pm - 4:30 pm
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
Speaker: Marcia Malzahn, Malzahn Strategic, LLC
As the president and founder of Malzahn Strategic, LLC, Marcia “Marci” Malzahn delivers expert consulting services to community financial institutions, specializing in strategic planning, enterprise risk management, treasury management, and talent management. With 30 years of banking experience, including a decade as EVP/CFO/COO of a community bank she cofounded, Marci brings a wealth of knowledge and real-world insights to her audiences.
Marci is also the founder and an inspirational speaker at Crowning Achievements International, where she inspires and educates emerging leaders through her powerful keynote speeches. A sought-after speaker at industry conferences, leadership forums, and women’s events, Marci is the author of five books and has received numerous professional awards. As a Certified Virtual Presenter, Marci offers both online and onsite training for financial institutions. 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 member of the Graduate School of Banking in Madison, Wisconsin.