Your credit union is unique. And so should your Strategic Plan be. What is your vision for the future of your credit union? Do your employees know your vision, and can they articulate it?
Does the culture and brand of your credit union (everything from your electronic signature on your emails to the look of your lobby) reflect the vision of where you want to take your credit union?
Do you know your risks—the risks that are unique to your credit union? Do you have the right people, and are they in the right places to fulfill the vision of your credit union?
Topics Will Include:
Marci will help you answer these critical questions at the interactive workshop, "It's All about Your Strategic Plan." You will walk away with tools and ideas to:
- Integrate your Enterprise Risk Management Program into your Strategic Plan
- Integrate your Talent Management Program into your Strategic Plan, and
- How to ensure your Strategic Plan doesn’t sit on the shelf and gets implemented.
Who Should Attend?
Anyone in the leadership team and Board of Directors involved in Strategic Planning process.
Instructor
Marci Malzahn is the president and founder of Malzahn Strategic, a community bank consultancy focused on strategic planning, enterprise risk management, and talent management. Marci has 23 years of banking experience, the last ten as the EVP/CFO/COO of a community bank she helped start where she oversaw all the bank operations areas, including finance, IT, compliance, internal audit, deposit/loan operations, office management, risk management, and HR.
In her last year as EVP/COO/CRO, Marci created and focused on the bank’s risk management program. She was also the corporate secretary of both the holding company and the bank.
Before starting the bank in 2005, Marci took a detour from banking for five years and worked for a $34 million revenue non-profit organization where she led IT, HR and Finance. Marci’s extensive experience in banking infrastructure and her passion to help other banks succeed led her to found Malzahn Strategic in 2014.
Marci is the recipient of a number of professional awards, is a published author of three books, and an international bilingual public speaker, speaking frequently at banking conferences and associations. Marci holds a B.A. in business management from Bethel University and is a graduate of the Graduate School of Banking in Madison, Wisconsin.