Community Bank and Credit Union Management Consulting

Malzahn Strategic provides management consulting services to Community Banks and Credit Unions in the areas of Strategic Planning, Enterprise Risk Management, Treasury Management, EOS® Implementation, Board Services, Senior Management Coaching, Organization Structure and Best Practices Consulting all designed to help leadership teams gain traction and strengthen their institutions.

Strategic Planning

Your strategic plan sets the course for the institution in a forward-thinking, actionable manner that aligns with your mission and vision.

Treasury Management

Collaborate to successfully sell and implement the Treasury Management products and services at your institution.

Enterprise Risk Management

Malzahn Strategic has extensive ERM experience and can guide your institution in developing a simple yet comprehensive program.

EOS® Implementation

The Entrepreneurial Operating System® or EOS is a complete set of simple concepts and practical tools that has helped thousands of entrepreneurs get what they want from their businesses.

Talent Management

Without the right people in the right places, your organization can’t move forward to fulfill your vision and mission.

Financial Institution Training Services

Training for Community Banks and Credit Unions.

Financial Institution Start-ups, Branch Openings/Closings

Malzahn Strategic can manage the project from start to finish or support the effort in areas you need help.

Organization Structure

Enhance your institution structure to maximize its unique potential.

Operational Best Practices

Streamline operations with the latest industry best practices.

Board Services

Bring your board up to modern operating and oversight standards.

Testimonials