Strategic Planning for Credit Unions - It's All About Your Strategy

Your credit union is unique so your Strategic Plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, strategies found online or just brainstorming based on emotion or intuition. Financial services, however, has become a much faster-paced industry than it was 15 or 20 years ago and is impacted by many more forces, challenges, competitors, and opportunities than ever before. These drivers highlight the need for every credit union to have a living, breathing strategic plan to thrive and grow.

This important and timely webinar will address:

  • The importance of a clearly defined strategic plan structure
  • Key components common to successful strategies
  • The role of Enterprise Risk mitigation and management in a credit union’s strategic plan
  • Establishing ‘best practices’ with Board Governance
  • Developing, implementing and managing the strategic planning process in your credit union

What You Will Learn

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
  • Ensure your Strategic Plan doesn’t sit on the shelf and gets implemented.

Who Should Attend?

Any professionals in the Leadership Team, Executives, Directors and Supervisors with planning responsibilities, Chief Risk Officers, and Board of Directors involved in Strategic Planning process.