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Strategic Planning for Credit Unions - It's All About Your Strategy

Your credit union is unique so your Strategic Plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, strategies found online or just brainstorming based on emotion or intuition. Financial services, however, has become a much faster-paced industry than it was 15 or 20 years ago and is impacted by many more forces, challenges, competitors, and opportunities than ever before. These drivers highlight the need for every credit union to have a living, breathing strategic plan to thrive and grow.

OnDemand
Recorded Monday,
August 30th, 2021
Presented by Marci Malzahn
2 CEU Credits
$195.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Risk Management/Legal
  • Operations
  • Board Member
  • Branch Manager
  • Senior Management

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Your credit union is unique so your Strategic Plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, strategies found online or just brainstorming based on emotion or intuition. Financial services, however, has become a much faster-paced industry than it was 15 or 20 years ago and is impacted by many more forces, challenges, competitors, and opportunities than ever before. These drivers highlight the need for every credit union to have a living, breathing strategic plan to thrive and grow.:

  • The importance of a clearly defined strategic plan structure
  • Key components common to successful strategies
  • The role of Enterprise Risk mitigation and management in a credit union’s strategic plan
  • Establishing ‘best practices’ with Board Governance
  • Developing, implementing and managing the strategic planning process in your credit union

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 the culture and brand of your credit union (everything from your electronic signature on your emails to the look of your lobby) reflect the vision of where you want to take your credit union?
  • Do you know your risks—the risks that are unique to your credit union?
  • Do you have the right people, and are they in the right places to fulfill the vision of your credit union?

What You Will Learn

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, and
  • Ensure your Strategic Plan doesn’t sit on the shelf and gets implemented by using the Strategic Plan Tracking Report and keeping the team accountable.

Learn caption

Any professionals in the Leadership Team, Executives, Directors and Supervisors with planning responsibilities, Chief Risk Officers, and Board of Directors involved in Strategic Planning process.


Marci Malzahn

Instructor Bio

Marcia "Marci" Malzahn is the president and founder of Malzahn Strategic, a community financial institution management consultancy focused on strategic planning, enterprise risk management, treasury management, talent management, and EOS' Implementation.

Marci has 30 years of banking experience, ten of those years as the EVP/CFO and COO of a community bank she co-founded where she oversaw all areas of operations. In her last year as EVP/COO/CRO, Marci created and focused on the bank's enterprise risk management program.

Marci is the recipient of several professional awards, is a published author of four books, and an international bilingual keynote speaker, speaking frequently at banking and credit union conferences and associations as well as leadership and women's conferences. As a Certified Virtual Presenter, Marcia also provides online and onsite training for financial institutions.

Marci is a certified life coach, holds a B.A. in business management from Bethel University, and is a graduate of the Graduate School of Banking in Madison, Wisconsin.


Credit Information

Recommended for 2 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.