Strategic Planning for Financial Institutions

The environment for community financial institutions has changed drastically over the last five years due to shifts in interest rates, emerging technologies, evolving consumer preferences, and recent bank failures.

The industry faces numerous challenges and new competitors, but also presents unprecedented opportunities for growth. It’s time to build a flexible strategic plan and address critical questions regarding your institution’s vision, employee alignment with that vision, cultural and brand consistency, risk identification, and ensuring the right people are in the right roles.

Whether your institution needs a cohesive strategy or aims to review existing plans, this session will provide valuable insights.

Key Learning Objectives:

• Define your vision, mission, and core values.
• Identify key components of successful strategies.
• Understand the role of enterprise risk mitigation and management.
• Implement four key growth strategies.
• Establish best practices for board governance.
• Develop the strategic planning process.
• Conduct a strategic risk assessment for new initiatives.
• Integrate your Enterprise Risk Management and talent management programs into your strategic plan.

Duration: 90-minutes

Who Should Attend: Executives, C-Suite, Directors, Leadership Team

Instructor(s): Marcia Malzahn, President & Founder, Malzahn Strategic

Recorded: Nov. 20, 2025.