Strategic Planning for Community Banks - It’s All About Your Strategy!

Build a Strategic Plan That Drives Results

Your financial institution is unlike any other and your strategic plan should reflect that.

Community banks are navigating unprecedented change. Interest rates, emerging technologies, evolving customer expectations, increased competition, talent challenges, and a rapidly changing risk environment have made traditional planning approaches obsolete. Today's successful institutions need a strategic plan that is flexible, actionable, and aligned with their long-term vision.

In this practical webinar, Marcia Malzahn will guide you through the essential components of creating a strategic plan that helps your institution grow, adapt, and thrive. Whether you are developing a new plan or refreshing an existing one, you will gain proven strategies to align leadership, strengthen governance, manage risk, develop talent, and turn your vision into measurable results.

What You'll Learn

✓ Clarify your institution's Vision, Mission, and Core Values

✓ Build a strategic plan structure that supports long-term success

✓ Identify the key components found in high-performing organizations

✓ Integrate Enterprise Risk Management (ERM) into your planning process

✓ Learn four proven growth strategies for community financial institutions

✓ Establish governance best practices that strengthen board engagement

✓ Conduct strategic risk assessments for new initiatives and opportunities

✓ Integrate Talent Management and succession planning into your strategic plan

✓ Create accountability and implementation processes that keep your plan moving forward

✓ Ensure your strategic plan becomes a living roadmap, not a document that sits on a shelf

Who Should Attend?

This webinar is ideal for:

• Board Members and Directors
• CEOs, Presidents, and Executive Leadership Teams
• Senior Management
• Department Leaders and Supervisors
• Strategic Planning Committee Members
• Risk Management and Human Resources Leaders

Your trainer is Marcia (Marci) Malzahn, a nationally recognized bank training expert specializing in strategic planning, enterprise risk management, talent management, and treasury management. She equips community bank leaders and teams with practical tools to strengthen performance and ensure long-term success.

Recorded August 6, 2026. This is available for purchase through August 31, 2027. Once purchased, the purchaser has access to the event recording for one year.

Access the recording today!

On-Demand Webinar Purchase Includes:

✅ Access to the recorded webinar for one year after the date of purchase.
✅ Related downloads relevant to the presentation in PDF format.

All purchases are subject to our Terms of Service and Refund Policy. After you complete your purchase, you’ll receive a confirmation email with your details and login link.

If you have any questions regarding your purchase, please contact us at: [email protected].

This event is specifically written and produced for Banks. Credit Unions may purchase this event, but the wording within the event will be for banking. 

Charges will appear on your credit card statement as "WWW.TMCLARITY.COM".

EventId: 20260806-02006

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