“PSB hired Malzahn Strategic in November 2014 which was a time of leadership transition for the Bank. Malzahn immediately identified critical roles within the Bank and conducted a complete and comprehensive Talent Management Assessment to ensure those roles were assigned. The Talent Management Assessment improved efficiency within the operations of the Bank and increased employee engagement. Malzahn has also been instrumental in the Strategic Planning process for PSB. This process included moderating the Board of Directors Strategic Planning Session, facilitating all-staff Strategic Planning meetings, and writing the Strategic Plan. Malzahn’s diverse banking expertise allowed her to lead numerous operational projects throughout the year. I’m glad that we had the opportunity to work with Malzahn Strategic and would recommend her services to any community bank.”
“I've been in Banking for 34 years. I started out as a Loan Officer, then a Branch Manager and I have been President here at Pine Island Bank for the last 12 years. I've been involved in the Strategic Planning process several times at both my previous and current Bank employer. Marci has been the best facilitator for Strategic Planning that I've seen. Last year Marci was instrumental in getting our new Strategic Plan up and running. Her experience in Bank management, her organizational skills, and her ability to lead and communicate during our meetings was outstanding. Marci kept the conversations on track and flowing in a positive direction.”
“Over the course of three months, Marci Malzahn led our Board of Directors, Audit Committee, and staff through a comprehensive and dynamic review of Enterprise Risk Management (ERM) which led to the creation of an ERM Policy, an expanded scope of responsibility for our newly named Audit and ERM Committee and an internal ERM Staff Committee to oversee and review ongoing risk factors within our organization. Even more important than these structural changes is the awareness and appreciation that we have gained of the internal and external risk dynamics that threaten the optimal performance of our organization. And perhaps the biggest daily benefit of the process is the way in which ERM has spilled over into other aspects of our work and has inspired us to be more strategic with all of our planning.”
I have worked for Michigan Bankers Association for 11 years. I sat in on Marci’s session on Cash Management, so I could gather information from Marci and from our member bankers about treasury management products needed now and in the future. I told Marci before she started her session that I would most likely only be sitting in for a short amount of time. Within 5 minutes of the session beginning, I realized that I was most likely staying for the day! Marci is a fabulous speaker and has a special talent for stimulating conversation and for engaging everyone in the audience by sharing her own life’s valuable experiences and by making everyone feel open to share their experiences and suggestions also. I walked out feeling like I just learned a lot about the subject and that I had many new friends. I would highly recommend Marci Malzahn of Malzahn Strategic as a motivational speaker for a conference or for an educational event training.
We engaged Malzahn Strategic in June of 2018 and found Marci to be an invaluable resource, with regard to our Enterprise Risk Management (ERM) program. She facilitated an ERM Assessment with our Executive Team and delved deeply into the functional areas of our core operating units. She is very methodical in her comprehensive approach and took the time to truly understand FCCU and the needs of our Executive Team. Her vast array of knowledge and professional experience gives her a solid foundation for the Management Consulting practice focused on the ever-changing financial institution market space. She is particularly adept at providing professional guidance for early stage programs. She does an outstanding job and we are very happy to have Malzahn Strategic as a resource partner.