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Wisconsin Credit Union Foundation

Developing the Right Strategic Plan for Your Credit Union

Join us for a deep dive into addressing best practices for strategic planning.

Aug 22, 2019 02:00 PM   -­­  Aug 22, 2019 03:30 PM
CT
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Type of Event
On Demand Webinar

Who Should Attend
  • On-Demand Webinars
  • Live Webinars
  • Executive Management
  • Board Governance

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Description

Your strategic plan should be as unique as your financial institution. Too often, executives and directors construct strategic plans based on old plans, online strategies, or brainstorming grounded in emotion or intuition. Financial services 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 institution to have a living, breathing strategic plan to thrive and grow. Whether your institution lacks a cohesive strategy, or just wants to review existing plans, this webinar will address questions including:

  • What is your vision for the future of your institution?
  • Do employees know the vision, and can they articulate it?
  • Does your institution’s culture and brand (everything from electronic signatures on emails to the look of the lobby) reflect the vision of where you want to take your institution?
  • What risks are unique to your institution?
  • Do you have the right people in the right places to fulfill the vision?

Learning Objectives

  • Importance of a clearly defined strategic plan structure
  • Key components common to successful strategies
  • Role of enterprise risk mitigation and management in the strategic plan
  • Establishing best practices with board governance
  • Developing, implementing, and managing the strategic planning process
  • Integrating your talent management and enterprise risk management programs into your strategic plan
  • How to ensure your strategic plan is implemented

Speaker

Marcia Malzahn, Malzahn Strategic

Investment

$259.00