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Strategic Planning for FI - It's All About Your Strategy

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 5 years – and especially in the last 2 years since the Pandemic. Therefore, your Strategic Plan must be a fluid document.

OnDemand
Recorded Tuesday,
September 13th, 2022
Presented by Marci Malzahn
1h 30m total length
$195.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Management/Employee Development
  • Board Member
  • Branch Manager
  • Human Resources Officer
  • Senior Management

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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 5 years – and especially in the last 2 years since the Pandemic. In addition, the industry is impacted by many more forces, challenges, new competitors, and 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 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 the culture and brand of your institution (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 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 the vision of your institution?

What You'll Learn

  • 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 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
  • Identify and implement four key growth strategies.

Who Should Attend

This informative session is designed for the Leadership Team, Executives, Supervisors with planning responsibilities, Board of Directors, and everyone 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.