In this week’s episode Marcia Malzahn does a Q&A on strategic planning. She will answer why your institution needs to have a strategic plan in place and why it needs to be incorporated into enterprise risk management and so much more.

After the podcast, be sure to check out Maria’s webinar Strategic Planning for Credit Unions. Register and learn more here: https://fin-ed.info/40vSLSy. Podcast listeners can also use coupon code STRATEGIC10 for 10% off this timely webinar. This coupon is valid through December 2023.

Here is a quick breakdown of what is covered during the podcast:

[01:15] Should you have a strategic plan in place?

[02:15] Find out why enterprise risk management (ERM) is being incorporated into the strategic planning process.

[03:40] Everyone at the credit union should be a part of strategic planning, why is human resources not included in the process?

[05:21] Senior leadership needs to be a part of the process, but does the board of directors?

[06:15] The biggest challenge credit unions have related to strategic planning.

Check out these links for more info!

Webinar Registration: https://fin-ed.info/40vSLSy

Speaker’s Website: https://malzahnstrategic.com/

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