Strategic Planning Certification

with
Daniel A. Clark
  • On-Demand
  • Certification
$399.00
Training Includes:
  • Certificate of Attendance
  • This training is available as an on-demand recording.
Planning master Daniel Clark will provide a deep understanding of the strategic planning process. You will learn how to set objectives, assess risks, create a strategic business plan, and lead its implementation.

What You'll Learn

  • Participate in your financial institution’s planning process
  • Evaluate the strategic plans of your clients or members
  • Demonstrate your expertise inside and outside your organization
  • Advance your career with planning skills in high demand
3 Sessions; Scheduled for 60 minutes including question and answer period.

Training Overview

Earn your Strategic Planning Certification. Build skills to prepare your institution for future success and evaluate plans of your accountholders.

The pandemic has created a need to adjust strategic business plans. Affecting entire organizations, strategic planning requires discipline, creativity, and dedication.

Whether leading the development of a new strategic business plan, participating in planning sessions, or evaluating your clients’ or members’ plans, you need to master the process and know how to add value.

Our Strategic Planning Certification program will enable you to:

  • Participate in your financial institution’s planning process
  • Evaluate the strategic plans of your clients or members
  • Demonstrate your expertise inside and outside your organization
  • Advance your career with planning skills in high demand

We have packed a large volume of immediately actionable content into three engaging webinars:

Webinar 1: Strategic Planning Strategy And Process

Wednesday, March 17

2:00 PM Eastern; 1:00 PM Central; 12:00 PM Mountain; 11:00 AM Pacific

  • Strategic planning strategy
  • The role of objectives
  • Benefits and challenges
  • Five strategic planning models

Webinar 2: Assessing And Mitigating Strategic Risk

Thursday, March 18

2:00 PM Eastern; 1:00 PM Central; 12:00 PM Mountain; 11:00 AM Pacific

  • Deeper dive into strategic models
  • Strategic risk assessment

Webinar 3: Constructing, Implementing, And Sharing The Strategic Plan

Friday, March 19

2:00 PM Eastern; 1:00 PM Central; 12:00 PM Mountain; 11:00 AM Pacific

  • Constructing the strategic business plan
  • Steps to ensure validity
  • Plan approval
  • Plan implementation
  • Strategy for updates
  • Tactics to share the plan with colleagues and motivate them to achieve goals

Who Should Attend?

  • Chief executives
  • Leadership team members
  • Bank staff
  • Auditors
  • Operations managers
  • Safety managers
  • Supervisors
  • Managers
  • Development staff
  • Program directors
  • Board members
  • Business owners

Expert Presenter

Daniel A. Clark

  • Over 30 years of experience in the financial industry
  • Focused on risk management and internal audit for the last 19 years
  • Previously director of operations for internal audit at GE Capital
  • Industry public speaker
  • Wrote the book Dare to Be Different: An Auditors Personal Guide to Excellence

Certification

Employers particularly appreciate BankersWeb certifications because they represent definitive confirmation of the mastery of the subject area.

Please follow these steps to earn your certification:

  • Attend all the training sessions in their entirety.
  • Gain access to the final exam at the conclusion of the last session.
  • Take the final exam and receive a score of 80% or better.   

If you have any questions about the certification process, please get in touch with us.

We look forward to your participation!

For Teams

Have a team that needs training? Our enterprise customers receive custom branding, reporting and analytics tools, and of course, preferred pricing.