Third Quarter 2017:
Strategic Top 10’s

Bill Goedken, MBA CPA CMA CGMA Best Practices, Strategic Planning 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 BAI, ABA, ICBA, AICPA, CUES, CUNA, NAFCU, FMS, and many state and local forums. Finally, we are in constant contact with our nationwide client base and the issues that financial institutions face today. With all of this experience, we have compiled two Top Ten lists: 1) the main topics that are on agendas for Strategic Planning sessions (with Board of Director involvement), and 2) the top topics being asked/discussed at C-Level meetings at financial institutions. There is some overlap between the two lists, but note the differences as well.

These lists are constantly changing due to the regulatory, market, technology, trends, and environmental factors affecting financial institutions today. idea5 updates the lists each quarter.

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