Course Details

Strategic Planning for Financial Institutions - It's All About Your Strategy

Webinar: ID# 1034552
Recorded CD or On-Demand
About This Course:
Your bank is unique so your Strategic Plan should be unique as well. Too often, bank 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 bank or credit union to have 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 bank?

  • Do your employees know your vision, and can they articulate it?

  • Does the culture and brand of your bank reflect the vision of where you want to take your bank?

  • Do you know the risks that are unique to your bank?

  • Do you have the right people, and are they in the right places to fulfill the vision of your bank?
What You'll Learn:
  • 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 bank's strategic plan

  • Establishing 'best practices' with Board Governance

  • Developing, implementing and managing the strategic planning process in your bank or credit union
  • Order:
    Strategic Planning for Financial Institutions - It's All About Your Strategy
    or via CD or On-Demand
    Course Details
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