Strategic Consulting

Our Community Bank and Credit Union strategic consulting services are designed to help community bank and credit union clients become stronger and more successful in their challenging environments. Our approach is strategic, yet practical, with an emphasis on building strong leadership teams, operational infrastructures, and enterprise risk management programs. Here are ways we can provide guidance and support:

Strategic Planning

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

EOS® Implementation

EOS is a comprehensive business system, integrating a holistic business model with a complete set of simple business tools and a proven business process to align and synchronize all the pieces of your business to produce the results you want. We do that by providing a complete system with simple practical tools to help you do three things:

  • First, getting the leaders of your organization 100% on the same page with the vision for your organization: who you are, what you do, where you are going and how you will get there.
  • Next, helping your leaders to become more disciplined and accountable, executing consistently to do things well and achieve every piece of your vision.
  • Finally, working with your leaders to become a healthy, functional, cohesive leadership team, because leaders often don’t function well together as a team.

Enterprise Risk Management

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

Organizational Structure

Community Banks and Credit Unions are comprised of many complex and interrelated disciplines that demand an organizational structure optimized to maximize its unique potential. We can help from creating an organizational (org) chart clearly documenting the reporting structure of the institution to assisting with a complex accountability chart, helping drive accountability across the organization.

Board Services

Bring your board up to modern operating and oversight standards.