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Documenting Your Strategic Plan Years 1, 3 & 5 Webinar
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When: Archive only
Where: In Your Credit Union
Contact: Kristina Kirchmer

Online registration is closed.
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Strategic planning is no longer just for the "big players” in the industry.  It is no longer something merely done when regulators demand it.  Now all organizations are proactively and critically assessing how their organizations are run and how they plan for the future.  To keep the regulators happy at examination time, the strategic planning process needs to be formalized into a well-written strategic plan.  This webinar will provide an overview of the strategic planning process; outline various techniques and elements in drafting the written plan; and address the plan’s scope in light of regulatory requirements and forward-looking supervision.


  • Discussion of long-term environmental issues to consider when planning
  • Adopting a positive approach to strategic planning
  • How to know when your strategic planning is a waste of time
  • Understanding regulator expectations
  • Discussion of substantive strategic planning considerations
    • Ten commandments for effective strategic planning
    • Strategic planning checklist
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

Who Should Attend?
This informative session is designed for directors and senior officers.

About the Presenter - Jeffrey C. Gerrish, Gerrish McCreary Smith Consultants, LLC
Jeffrey Gerrish is Chairman of the Board of Gerrish McCreary Smith Consultants, LLC and a member of the Memphis-based law firm of Gerrish McCreary Smith, PC, Attorneys.  The two firms have assisted over 1,500 financial institutions in all 50 states.  Jeff’s consulting and legal practice places special emphasis on strategic planning for boards and officers; mergers and acquisitions; holding company formation; and regulatory matters, including fair lending, unfair and deceptive practices, compliance issues, capital raising and securities law concerns, ESOPs, tax issues, and other matters of importance to community financial institutions.

Educational Investment:

Archive Only
Over $75 million


$25 - 75 million


Under $25 million


Education Scholarships:

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $7M, 50% for credit unions between $7-$75M and 25% for credit unions over $75M.

Apply Today!