Strategic Planning  Webinar

In today's rapidly evolving financial landscape, staying ahead of the curve is more crucial than ever. As the leaders of community banks, you face unique challenges and opportunities that require strategic foresight and innovative solutions.
Our upcoming webinar is designed specifically for CEOs and Presidents of local community banks, providing you with the insights and tools necessary to navigate industry changes.

Don't miss this opportunity to equip yourself with the knowledge and connections that will shape the future of community banking.

Thursday, August 15th @ 11am on Zoom
Free for our community bank leaders and executives  
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Don't miss this webinar!

Join Our Exclusive Webinar for Community Bank CEOs and Presidents
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This session covers essential topics such as market assessment, SWOT analysis, vision and mission alignment, goal setting, strategic initiatives, financial planning, and performance metrics.

1. Shareholder Expectations  
2. SWOT Analysis   
3. Organization & Staffing
4. Financial Planning and Resource Allocation     
5. Implementation Plan    
6.. Q&A and Interactive Discussion   

Program for the webinar

Join our comprehensive Strategic Planning Webinar, designed specifically for community banks. Our expert-led webinar will provide you with actionable insights and practical tools to navigate the complexities of today's banking environment.  

Don't miss this opportunity to enhance your strategic planning capabilities.  
Register now and secure your spot!
11:00 AM
11:20 AM
11:45 AM

Strategic Project Planning 

Strategic Planning Essentials - Part 3
For any strategic plan to have value, there must be an implementation plan (project plan). To build a foundation for the project plan, it is necessary to identify actions that must be taken in order to reach the bank’s growth and profitability objectives, alongside executive oversight to ensure project milestones and timelines are met.

Community Banking Landscape

Strategic Planning Essentials - Part 2
Next, it is necessary to assess the landscape. What is happening in the environment in which the bank is operating? Strategic planning is an opportunity to examine and understand the current banking climate. This includes capital needed for growth, competitive factors, technology, employee talent, community impact, and succession planning / next generation leadership. 

Financial Forecast

Strategic Planning Essentials - Part 1
First, it is necessary to determine the capital plan for the bank. Capital is the controlling factor that may limit the Bank’s growth. Regulatory capital constraints will limit the maximum growth that the Bank can achieve.
About Us

PCI Performance Management

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Partnering With Community Banks Nationwide Since 1998

Here To Help You Drive Change

Loren Prairie
Founder & President

Valerie Overby
Senior Associate 

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