Strategic planning is no longer just for the “big players” in the industry. It is no longer something merely done when regulators demand it. Now all organizations are proactively and critically assessing how their organizations are run and how they plan for the future. To keep the regulators happy at examination time, the strategic planning process needs to be formalized into a well-written strategic plan. This webinar will provide an overview of the strategic planning process; outline various techniques and elements in drafting the written plan; and address the plan’s scope in light of regulatory requirements and forward-looking supervision.
Discussion of long-term environmental issues to consider when planning
Adopting a positive approach to strategic planning
How to know when your strategic planning is a waste of time
Understanding regulator expectations
Discussion of substantive strategic planning considerations
Ten commandments for effective strategic planning
Strategic planning checklist
Employee training log
Quiz you can administer to measure staff learning and a separate answer key
WHO SHOULD ATTEND?
This informative session is designed for directors and senior officers.
ABOUT THE PRESENTER – Jeffrey C. Gerrish, Gerrish McCreary Smith Consultants, LLC
Jeffrey Gerrish is Chairman of the Board of Gerrish McCreary Smith Consultants, LLC and a member of the Memphis-based law firm of Gerrish McCreary Smith, PC, Attorneys. The two firms have assisted over 1,500 financial institutions in all 50 states. Jeff’s consulting and legal practice places special emphasis on strategic planning for boards and officers; mergers and acquisitions; holding company formation; and regulatory matters, including fair lending, unfair and deceptive practices, compliance issues, capital raising and securities law concerns, ESOPs, tax issues, and other matters of importance to community financial institutions.
PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.
THREE REGISTRATION OPTIONS
1. LIVE WEBINAR
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
2. ON-DEMAND WEB LINK** AND FREE CD ROM*
Can't attend the live webinar? The ON-DEMAND WEB LINK** is a recording of the live event including audio, visuals, and handouts. We even provide the presenter's email address so you may ask follow-up questions. Approximately 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date. But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above
*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.
NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.
$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM
TIME: 3:00 p.m. - 4:30 p.m.
To register and pay by check, email Mary Zelinsky at firstname.lastname@example.org and your credit union will be invoiced. To register and pay online, click here.