Is your community bank actively engaged in a formal strategic planning process? If not, it should be. If it is but feels like total B. S., it’s time for a change! Strategic planning is a critical component of corporate governance, yet it’s often misunderstood or poorly executed. It doesn’t have to be boring, unproductive, or painful. A well-designed strategic planning process should be engaging, goal-oriented, and focused on actionable steps that drive accountability across the organization.

This session explores what effective strategic planning looks like for community banks. Learn how to eliminate the fluff and build a planning process that delivers real results.

Learning Objectives:

• Understand the strategic planning process.
• Acquire specific planning action items to foster accountability at your organization.
• Apply techniques to ensure your strategic planning session is not boring.

Duration: 60-minutes

Who Should Attend: Executives, C-Suite, Directors

Instructor(s): Greyson Tuck, Attorney and Consultant, Gerrish Smith Tuck

Recorded: June 3, 2025.