Second Quarter 2016 Strategic Top 10’s

Bill Goedken, MBA CPA CMA CGMA Best Practices 0 Comments

Over the last 35 years, our staff has attended thousands of community financial institution Board Meetings, ALCO meetings, Compliance, Audit, and Supervisory Meetings, and reviewed the accompanying materials (agendas, minutes, background material.) We have personally moderated and/or attended over 600 Strategic Planning sessions for our clients. Our staff has spoken and attended at hundreds of conferences over the years including …

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Just Released!
The 2017 – 2020 Strategic Planning Kit for Financial Institutions

Martin Webster, EMBA Best Practices, idea5 Discoveries, Strategic Planning 0 Comments

The 2017 – 2020 Strategic Planning Kit for Financial Institutions is READY. “We’ve spent the last 30 years providing strategic planning services for banks and credit unions, and have developed many best practices. Now, we’ve put our knowledge into a Strategic Planning Kit to help you lead an actionable planning process for your organization.” Bill Goedken, CEO, idea5 | Stratezy

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