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.

HIGHLIGHTS

  • 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

 

  • TAKE-AWAY TOOLKIT
    • 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

          Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

This informative session is designed for directors and senior officers.

Please note:  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.

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.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

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.

 

Convenient!

Listen to the
archived webinar on your

iPad

iPhone

Android

Instructions will be emailed with the archived webinar link.

2.  ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar 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 one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

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 archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association.   Click here to register:  https://mcua.fed.cuwebtraining.com/store/webinar

October 8th, 2013 2:00 PM   through   3:30 PM

Event Info

When

October 8th, 2013 2:00 PM   through   3:30 PM

Contact

Phone: 314.542.1321

Email:


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