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Strategic plan: How to develop and effectively monitor at your financial institution

Thursday, November 30, 2023
2:00 PM ET / 1:00 PM CT

Have your board meetings and strategic planning sessions become predictable? In a banking landscape that is constantly changing with new regulations, increasing competition, and other new challenges it’s critical to make sure you maximize the effectiveness of your strategic plan.  

This webinar will give you practical tips for developing a strategic plan that aligns with your financial institution’s goals, enhances competitive advantage, and drives growth. We will also discuss best practices for monitoring and evaluating progress toward this plan and how to communicate that to key stakeholders, and make the plan an integral part of your board meetings. 

You will learn:

  • Practical tips for conducting effective strategic planning meetings 
  • How to align your plan with key opportunities and initiatives 
  • Ways to make the planning process collaborative and results-oriented 

Meet Your Presenter

Paula S. King, CPA

Senior Consultant
Paula King, CPA, is Senior Consultant for Abrigo Advisory Services, assisting financial institutions with CECL, credit processes, model validations, and during COVID, the SBA’s Paycheck Protection Program forgiveness process. A former banker and bank co-founder, she has held executive positions (CFO, Chief Risk Officer and Chief Compliance Officer) and has

Full Bio