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2022 Strategic Planning Wbinar

Is your strategic planning process helping you plan for the future or holding you back in the past?

Too many Financial Institutions have fallen into the trap of letting strategic planning sessions turn into a checklist rather than really digging in and providing a strategic direction for your bank or credit union budget. Your sessions should be thought-provoking, pull your team out of their day-to-day thinking, and challenge your institution's current trajectory.

But even if your strategic planning sessions are incredibly powerful and forward-thinking, all of it can be wasted if there is no action taken on the final plan. If your credit union or bank budget is set to include a branch transformation, how will you get that done? And how will you know that your choice around the branch transformation will further your Strategic planning goals to grow wallet share?

As you know, this complex process can’t be left to chance. But don’t just take our advice, listen to what your peers are doing and saying. We rounded up banking executives from leading financial institutions to ask about the details of their Strategic Planning process. Join this webinar and learn:

  • Find out which trends to pay attention to and which ones to steer clear.
  • How to plan for growth around and after the pandemic is in our rearview mirror.
  • What you need to have in your tool kit to create the best plan and not breakdown.
  • See where your peers are headed. What's the number 1 priority for banks and credit unions in 2022?

And hear from our star-studded panel:

Beck Reed | CEO of Lone Star Credit Union

Becky Reed is the CEO of Lone Star Credit Union in Dallas, Texas. Becky has experience leading multiple areas in credit unions including retail operations, lending, back-office operations, and IT. She has led game-changing service improvements through technology, which landed Lone Star Credit Union the CUNA Technology Council Award for Excellence in Technology in 2019.

Lori Walker | CMO of Chambers Bank

Lori Walker serves as Chief Marketing and Communications Officer at Chambers Bank, a $1B community bank in Arkansas. In her role, she facilitates the bank’s executive committee meetings and strategic planning process in addition to all marketing, communications and public relations initiatives.

Tim McLeod | CEO of Riverfront FCU

A vision-oriented leader dedicated to building high-performance teams through staff empowerment thought-provoking inspiration and training. Leading, mentoring, and coaching Riverfront FCU into the future.

Developing a cutting-edge operation with a high-performance team. Developing market share through the deployment of industry best practices, processes and procedures.

Bart Protzman | Director of Retail & Bank Operations at Core Bank

Bart began his banking career in 2003 and joined Core Bank in the fall of 2018 where he has brought innovation to the forefront of the customer experience. Beginning with the Headquarters branch, Core Bank is transforming traditional banking by creating a unique environment and way to bank.

Core Bank is a full-service community bank with 7 Midwest locations in the Omaha, and Kansas City metros.


Save Your Spot

Take a pitstop in your strategic planning journey to benchmark your FI and then get back on course. Hear from 4 banking executives in this webinar on how they are doing their strategic planning, what trends they are focusing on, and how to make next year a success. 

2022 Strategic Planning Webinar