Strategic Planning Beyond the Budget
About This Course
Unlock the full potential of your bank's strategic planning process with this transformative session. Go beyond traditional balance sheet reviews to incorporate innovative tools like employee engagement surveys, customer satisfaction metrics, and action plan mapping. Learn how these techniques drive better decision-making, improve execution, and boost accountability. Discover practical industry insights and gain access to implementation checklists that simplify preparation and ensure success. Join us to challenge outdated planning stereotypes and position your bank for long-term success.
Topics covered in this session
- How to plan beyond the budget
- Strategic Planning Meeting Challenges
- Typical Participants and Stereotypes
- Different Strategic meeting types, styles, and agendas
- Overall, best practices for strategic planning
*This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Your Instructor
Kyle Hershberger is the CEO and Jack-of-All-Trades at Cross Financial. Kyle’s experience in banking, banking software, research, and marketing services enables clients to focus on achieving their desired results. Kyle’s industry expertise comes from decades of working with financial institutions across the nation. Kyle has been at the forefront of research and planning to support financial institution sales and marketing activities. Kyle is a frequent presenter at banking industry conferences and seminars and a member of the faculty at the Graduate School of Banking at the University of Wisconsin. Kyle is a 3rd-generation banker and a 2nd-generation consultant.
This course is covered under team memberships.
See Team Memberships