It's all about the strategy

on "October 02, 2020 1:32 pm"

Your credit union is unique so your Strategic Plan should be unique as well.

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Strategic Planning for Credit Unions - It's All About Your Strategy
Tuesday, October 20, 2020
8:30 am - 10:00 am HST 

REGISTER HERE

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.

This important and timely webinar will address:

  • 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

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.

Who Should Attend?

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

About The Presenter

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 EOSĀ® 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 and faculty of the Graduate School of Banking in Madison, Wisconsin.