9 Class Hours

Instructor: Matt Miller

Why this course is important:

This course will incorporate real world strategic planning concepts utilized by the top performing banks in the industry. The class will discuss the following key items: current external environment issues, value creation concepts, defining success in a strategic planning process, identifying a strong strategic planning process, utilizing decision tree methodology and identifying top strategies in the current environment. The goal is to allow students to understand strategic planning and apply these principles to their individual banks.

Key takeaways of this course:

• Understand how the current environment will affect a bank’s strategic plan
• Learn the key metrics to define success in a strategic plan including how these metrics can change depending on corporate structure and key constituents
• Define a strong strategic planning process including decision tree methodology that can be implemented at community banks
• Discuss key strategies used by banks in the current environment
• Apply these lessons to a real case study to understand how all of these factors drive planning

 

Annual School Session

Second Year Core Course

Competency: Financial Management & Strategy