Oct 9, 2025
Your institution is unique, and your strategic plan should be too.
October 9, 2025
2:30pm - 4:00pm EST
The environment for community financial institutions has changed drastically in the past five years due to shifts in interest rates, emerging technologies, evolving consumer preferences, market changes, and recent institution failures. These factors necessitate a fluid and adaptable strategic plan.
Additionally, the industry faces numerous challenges, new competitors, and uncertainties, which also present unprecedented opportunities. This highlights the need for a dynamic strategic plan that enables financial institutions to thrive and grow.
Whether your institution lacks a cohesive strategy or wants to review existing plans, this webinar will address critical questions about your institution’s vision, employee alignment with that vision, cultural and brand consistency, risk identification, and having the right people in the right roles.
After attending this webinar, you will be able to clarify your vision, mission, and core values, understand the importance of a well-defined strategic plan structure, and identify key components common to successful strategies. You will also learn about the role of enterprise risk mitigation and management in your strategic plan, learn four key growth strategies, establish best practices with board governance, and manage the strategic planning and implementation process.
Additionally, you will gain tools and ideas to integrate your Enterprise Risk Management and Talent Management Programs into your strategic plan, ensuring it is actively implemented and not just a document on the shelf.
What You'll Learn
Marcia (“Marci”) Malzahn
Crowning Achievements International
Marcia (“Marci”) Malzahn is the founder and inspirational keynote speaker at Crowning Achievements International—inspiring and educating emerging leaders in the financial services industry. She is also the president and founder of Malzahn Strategic providing management consulting services to community financial institutions. Marci has 30 years of banking experience, ten of those years as the EVP/CFO/COO of a community bank she co-founded.
Marci speaks frequently at industry conferences and association events as well as leadership and women’s conferences; is a published author of five books, and the recipient of several professional awards. As a Certified Virtual Presenter, Marci also provides online and onsite training for financial institutions. Marci is a certified life coach and Certified Community Bank Director. She holds a B.A. in Business Management from Bethel University and is a graduate and faculty of the Graduate School of Banking in Madison, Wisconsin.
Who Should Attend?
This informative session is designed for the board of directors, leadership team, supervisors with planning responsibilities, and everyone involved in the strategic planning process.
Live Webinar - $299.00
Available Upgrades
**100% surcharge applied to non-members.
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank