Your strategic plan sets the course for the institution in a forward-thinking, actionable manner that aligns with your mission and vision. We can work with you to develop and implement a plan that establishes a visionary yet practical strategic path, including targeted goals, objectives, tactics and timelines, and integrate all critical areas into your plan, such as your ERM and Talent Management Programs.
Establishing an enterprise-wide approach to risk management – from planning and development through implementation, training and oversight – is an increasingly challenging yet vital part of the banking business. Malzahn Strategic has extensive ERM experience and can guide your institution in developing a simple yet comprehensive program. We integrate all the components of the ERM Program you already have and add the ones you may be missing into one complete program.
Without the right people in the right places, your organization can’t move forward to fulfill your vision and mission. We will help you assess your institution’s internal talent (your assets) to discover and maximize the strengths within your organization. Guided by your strategic initiatives and goals, we will review roles and job descriptions, and assess the need for new, modified or discontinued positions. We ensure your organizational design fits your institution’s size and complexity while accommodating for future growth.
A strong board of directors is a key strategic asset with a critical role to play in providing overall corporate governance. Determining the optimum board structure, defining directors’ roles and responsibilities, establishing board committees with formal committee charters, and creating board training programs are areas where Malzahn Strategic can provide hands-on guidance.
We can also help you fill an organizational need by serving as a board director with audit, risk and A/L committee responsibilities, act in the capacity of corporate secretary, or help you structure shareholder transactions.
Being involved in the local community is a fundamental cornerstone for Financial Institutions. Here are some ways we can help you establish a program that aligns with your corporate strategy and objectives, and provides value to your community, employees and shareholders:
There are some initiatives that don’t come along every day, and demand the experienced guidance and support of someone who can work with you, your board and internal team throughout the process. Malzahn Strategic can manage the project from start to finish, or support the effort in areas you need help. Here’s what we can do:
We provide onsite training for community banks and
credit unions including:
Financial Institutions are comprised of many complex and interrelated disciplines that demand an infrastructure and processes built on operational best practices. Here are areas where we can help you strengthen your organization: