Effective Strategic Planning - Beyond the Budget - Sp20

Course Length
60 mins

Tom Hershberger


Upcoming Sessions


Presenter: Tom Hershberger, Cross Financial Group

This 60-minute program will be presented live on: April 23, 2:00-3:00 p.m. Central Time
Recording available through: July 23, 2020
Price: $225


The strategic planning process is a vital step for your bank to be successful, this presentation includes planning techniques and best practices that extend beyond just reviewing your bank's balance sheet and income statement. Learn the steps involved in a sequenced planning approach and how to leverage customer data to produce better results for your bank. Review some practical ideas to help your bank reach its strategic goals and discover what opportunities arise from avoiding planning stereotypes.


Target Audience: Board of Directors, CEOs and senior management

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