Webinar: Strategic Planning for Credit Unions
August 21, 2023 3:00 pm - 4:30 pm
Don’t be intimidated by strategic planning.
Attend this program to gain tools and ideas to identify and implement four key growth strategies and integrate your ERM and talent management programs into your strategic plan. Now is the time to ensure it gets implemented and doesn’t sit on the shelf.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Clarify your vision, mission, and core values
- Learn the importance of a clearly defined strategic plan structure
- Identify key components common to successful strategies
- Understand the role of enterprise risk management (ERM) and mitigation 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
WEBINAR DETAILS
Your credit union is unique, so your strategic plan should be unique as well. The environment for community financial institutions 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 the recent bank failures. Therefore, your strategic plan must be a fluid document. In addition, the industry is impacted by many other forces, challenges, and new competitors. Uncertainty is leading the way, which may also present more opportunities than ever before. These drivers highlight the need for every financial institution 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 credit union?
- Do your employees know your vision, and can they articulate it?
- Does your culture and brand (everything from your 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 the risks that are unique to your credit union?
- Do you have the right people in the right places to fulfill your credit union’s vision?
WHO SHOULD ATTEND?
This informative session is designed for the board of directors, leadership team, supervisors with planning responsibilities, and everyone involved in the strategic planning process.
TAKE-AWAY TOOLKIT
- Sample of an ideal organizational chart for credit unions
- 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
Presenter: 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 five 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.