Strategically Planning for 2011 Success!
Speaker: David Peterson, Chief Strategic Officer, i7strategies
Moderator: Erin Handel, CEO, Bankerstuff
Register Now!
Program Description
The recent economic downturn is the worst in the past 30 years. Most FIs have hunkered down to "ride out the storm". Yet few realize that while we are at an economic low is when the greatest opportunity exists. What will your institution do to specifically capitalize on the coming green shoots of recovery? This session will focus on what it means to be strategic and why being strategic is so important right now. Further, we will examine 5 specific initiatives that your FI can strategically capitalize on if you plan for success. Attendees will be prepared for the coming fall strategic planning sessions with action items that will impress your associates and add value to your meetings!
By encouraging the companies to think strategically and then moving forward to capitalize on some or all of the coming opportunities, the presentation will strongly advocate for not remaining in the bunker but take strategic steps now in areas that meet their long term objectives that will poise them for great success in the coming years.
Session Overview
What Does it Mean to be Strategic?
This will introduce the audience to what strategic planning is really about. Most of what companies do that they call strategic planning is either meaningless (i.e., "we want to be number 1 in our market or we want to have the best customer service")...that is impossible to measure. Or they create tactical goals that do not address the short or long-range issues that they face. Being strategic is about getting out of the weeds to look at where we need to go and plot a plan to get there, but in such a way as the goals set can be measured.
Why Staying in the Bunker Now Makes Sense?
The current economic downturn is the worst in 30 years. Many younger people have never experienced anything like this, and were unprepared. The news for the coming 18 to 24 months doesn't look significantly better. Businesses are not generally proactive to take an aggressive stance when the rest of their peers are hunkered down for the long haul. This section will examine current economic trends and explain why emerging out strategically doesn't make sense to most bankers.
Strategically Emerging to Capitalize on New Opportunities
This section will make the case for why strategically emerging from the bunker can make sense. When in the trough of lowest economic activity, businesses are actually poised to take advantage of the coming upturn of economic recovery. It will examine what is to be gained by aggressively looking for and encouraging the green shoots of recovery. The focus will be on gaining new customers dissatisfied with their current relationships and expanding into products and services that target profitable customers.
Opportunities on Which You Can Seize - If You Act Now
This section will detail specific opportunities that are available for the taking if a company thinks and acts strategically. The opportunities will include relevant possibilities appropriate to the nature of the audience.
About the Presenter
David Peterson is Chief Strategic Officer of i7strategies, an independent consulting firm focused on strategic planning and sales training. David is a former community banker and the original founder of Goldleaf Technologies, a leading provider of electronic payments solutions. While recognized nationally as a pioneer in electronic banking, he has also earned a reputation for his easy-to-comprehend content and dynamic presentation style.
Webinar Cost
Please note that the of $99 price listed for this webinar includes:
- Immediate access to the playback link
- Presentation Materials
Credit card payments only for online registration, if you prefer to pay by check, please contact Bankerstuff customer service at the number below. You will be prompted for your credit card information when you register. MasterCard, Visa, Discover and AmericanExpress are accepted. If you have any questions regarding payment information, please contact Bankerstuff at 1.866.599.8234 X 701 or email us at jeff@bankerstuff.com.
Strategically Planning for 2011 Success!
Speaker: David Peterson, Chief Strategic Officer, i7strategies
Moderator: Erin Handel, CEO, Bankerstuff
Register Now!
Program Description
The recent economic downturn is the worst in the past 30 years. Most FIs have hunkered down to "ride out the storm". Yet few realize that while we are at an economic low is when the greatest opportunity exists. What will your institution do to specifically capitalize on the coming green shoots of recovery? This session will focus on what it means to be strategic and why being strategic is so important right now. Further, we will examine 5 specific initiatives that your FI can strategically capitalize on if you plan for success. Attendees will be prepared for the coming fall strategic planning sessions with action items that will impress your associates and add value to your meetings!
By encouraging the companies to think strategically and then moving forward to capitalize on some or all of the coming opportunities, the presentation will strongly advocate for not remaining in the bunker but take strategic steps now in areas that meet their long term objectives that will poise them for great success in the coming years.
Session Overview
What Does it Mean to be Strategic?
This will introduce the audience to what strategic planning is really about. Most of what companies do that they call strategic planning is either meaningless (i.e., "we want to be number 1 in our market or we want to have the best customer service")...that is impossible to measure. Or they create tactical goals that do not address the short or long-range issues that they face. Being strategic is about getting out of the weeds to look at where we need to go and plot a plan to get there, but in such a way as the goals set can be measured.
Why Staying in the Bunker Now Makes Sense?
The current economic downturn is the worst in 30 years. Many younger people have never experienced anything like this, and were unprepared. The news for the coming 18 to 24 months doesn't look significantly better. Businesses are not generally proactive to take an aggressive stance when the rest of their peers are hunkered down for the long haul. This section will examine current economic trends and explain why emerging out strategically doesn't make sense to most bankers.
Strategically Emerging to Capitalize on New Opportunities
This section will make the case for why strategically emerging from the bunker can make sense. When in the trough of lowest economic activity, businesses are actually poised to take advantage of the coming upturn of economic recovery. It will examine what is to be gained by aggressively looking for and encouraging the green shoots of recovery. The focus will be on gaining new customers dissatisfied with their current relationships and expanding into products and services that target profitable customers.
Opportunities on Which You Can Seize - If You Act Now
This section will detail specific opportunities that are available for the taking if a company thinks and acts strategically. The opportunities will include relevant possibilities appropriate to the nature of the audience.
About the Presenter
David Peterson is Chief Strategic Officer of i7strategies, an independent consulting firm focused on strategic planning and sales training. David is a former community banker and the original founder of Goldleaf Technologies, a leading provider of electronic payments solutions. While recognized nationally as a pioneer in electronic banking, he has also earned a reputation for his easy-to-comprehend content and dynamic presentation style.
Webinar Cost
Please note that the of $99 price listed for this webinar includes:
- Immediate access to the playback link
- Presentation Materials
Credit card payments only for online registration, if you prefer to pay by check, please contact Bankerstuff customer service at the number below. You will be prompted for your credit card information when you register. MasterCard, Visa, Discover and AmericanExpress are accepted. If you have any questions regarding payment information, please contact Bankerstuff at 1.866.599.8234 X 701 or email us at jeff@bankerstuff.com.