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Webinar: Documenting Your Strategic Plan Years 1, 3, & 5: Meeting Examiner Expectations


Tuesday, October 8, 2013


Speaker:  Jeffery Gerrish, Gerrish, McCreary, Smith, Consultants & Attorneys


About the Program

Strategic planning is no longer just for the “big players” in the industry. It is no longer something merely done when regulators demand it. Now all organizations are proactively and critically assessing how their organizations are run and how they plan for the future. To keep the regulators happy at examination time, the strategic planning process needs to be formalized into a wellwritten strategic plan. This webinar will provide an overview of the strategic planning process; outline various techniques and elements in drafting the written plan; and address the plan’s scope in light of regulatory requirements and forward-looking supervision.



  • Discussion of long-term environmental issues to consider when planning.
  • Adopting a positive approach to strategic planning.
  • How to know when your strategic planning is a waste of time.
  • Understanding regulator expectations.
  • Discussion of substantive strategic planning considerations.

Related Files
Printable Brochure (Adobe PDF File)

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