Strategic Planning for Community Banks - Sp20

Course Length
60 mins

Philip Smith


Upcoming Sessions


Presenter: Philip K. Smith, Gerrish Smith Tuck, PC

This 60-minute program will be presented live on: April 28, Date, 10:00-11:00 a.m. Central Time
Recording available through: July 28, 2020
Price: $225


In today’s rapidly changing environment, practically all institutions are engaging in strategic planning. However, many organizations continue to use outdated methods and processes. This session will present up-to-date information on appropriate strategic planning techniques that not only help meet regulatory requirements but also make the process enjoyable. Topics include structuring the planning retreat, meeting regulatory expectations, checklists for substantive discussion items and developing individual plans within your strategic plan.


Target Audience: Board of Directors and senior management

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