Strategic Planning for Financial Institutions

Webinar

Strategic Planning for Financial Institutions

Nov 20, 2025 | 11:00 am ET • 10:00 am CT | Webinar

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

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Pricing

ICBA Members

Live: $209

On-Demand: $229

Live + On-Demand: $249


Non-Members

Live: $309

On-Demand: $329

Live + On-Demand: $449


Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Full payment is required prior to live webinar attendance. Digital products will be made available when full payment is received.
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase. No refunds will be issued once the bank has received webinar materials or after the start date.

Continuing Professional Education Credit (CPE) Requirements (if applicable*)

  • Enter your full name when joining the webinar. Your Zoom session must display your full name and match the registration.
  • Attend the live webinar session for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
  • Answer all poll questions displayed during the session.

*View CPE Credit Hours in the “Who Should Attend” section.

For more information, call 800-422-7285 or email [email protected].

Who should attend: Executives, C-Suite, Directors, Leadership Team

Prerequisites: None

Advanced Preparation: Basic knowledge of banking.

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based.

CPE Credit Hours: 1.5

Marci Malzahn
Marcia Malzhan

President & Founder

Malzhan Strategic

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy