Strategic Planning for Credit Unions

On-Demand Webinar:

StreamedOct 5, 2021Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

Shelf-sitter or action guide? How would you characterize your strategic plan?

Are your institution’s vision, mission, and core values clearly set forth? Does it integrate your enterprise risk management and talent management programs? Are the right people in the right places? The questions – and components – abound. Join this lively webinar to learn best practices for creating a thriving strategic plan.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Clarify your institution’s vision, mission, and core values
Explain the importance of a clearly defined strategic plan structure
Identify key components common to successful strategies
Understand the role of enterprise risk mitigation and management in a strategic plan
Identify and implement four key growth strategies
Establish best practices with board governance
Develop and manage the strategic planning and implementation process
Conduct a strategic risk assessment for new initiatives

WEBINAR DETAILS

Your institution is unique, so your strategic plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, use strategies that no longer work, or just brainstorm based on emotion or intuition. Today’s environment has become much faster-paced than it was five or 10 years ago (or even before the pandemic).

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

In addition, the industry is impacted by many more forces, challenges, new competitors, and opportunities than ever before. These drivers highlight the need for every financial institution to design a living, breathing strategic plan to thrive and grow. Join this dynamic webinar to learn how.

WHO SHOULD ATTEND?

This informative session is designed for the leadership team, executives, supervisors with planning responsibilities, chief risk officers, directors, and everyone involved in strategic planning.

TAKE-AWAY TOOLKIT

Infographics for the four growth strategies
Organizational chart of an ideal community financial institution
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits.

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.