Strategic Planning: Getting It Right

Video Length: 8 Minutes
Released: August 2016
Presenter: Naomi Snyder
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Bank regulators expect your board to produce an annual strategic plan to drive the direction of the bank, but the process can be tedious. In this Board Brief, which is part of Bank Director’s Online Training Series, Bank Director Editor Naomi Snyder outlines the practices that can help boards develop a successful strategic planning process.

Topics Include:

  • The Board’s Role
  • Strategic Planning Sessions
  • Questions to Ask
  • Priorities & Objectives

A glossary of banking terms is included with each video unit.

About the Presenter:

Naomi Snyder is the editor at Bank Director magazine. She is in charge of the digital magazine, which won a FOLIO design award in 2015 and publishes eight times per year as an app. Previously, she spent 13 years as a business reporter for newspapers in South Carolina, Texas and Tennessee. Most recently, she was a reporter for The Tennessean, Nashville’s daily newspaper. She also was a correspondent for USA Today. Naomi has a bachelor’s degree from the University of Michigan and a master’s degree in Journalism from the University of Illinois.

Tricia Lesh

Vice President of Marketing

Tricia Lesh is Vice President of Marketing for Bank Director and manages the production and development projects for BankDirector.com and FinXTech.com. In addition, Tricia is focused on leading the direction of the company’s marketing, public relations and branding initiatives. A graduate of Belmont University, Tricia has more than 20+ years of experience in the financial industry, working in institutions with assets ranging from $500 million to $2.2 billion.