Board & Executive Strategic Planning



Bank Director believes Strong Boards Build Strong Banks.To better serve board members and the institutions they support, the Bank Director team is now bringing our over 26 years of industry knowledge and event presentations to the boardroom. Designed specifically for banks, Bank Director works with boards and/or executive teams to develop an agenda, from one hour to a full day, to contribute to the overall planning meeting and/or executive and board retreat.

Strategic & Innovative Planning Sessions
Bank Director can provide content to the board and executive team during a one-day planning session focused on what bank’s should know and should consider to grow their institution. This program can be designed for both directors and the senior leadership team.

In-Boardroom Education
Focusing specifically on educating the board, we can provide bank directors with the education and training needed to address the issues and challenges facing them in today’s highly regulated and rapidly evolving banking and financial services industry.

Virtual Boardroom Presentations
Given our new operating environment, stay up-to-date on the issues facing our industry through short 60-90 minute virtual presentations conducted by a member of the Bank Director team.

Board of Directors Retreat
Working closely with your bank to assist in developing an agenda that meets your strategic goals, Bank Director can serve as a facilitator at your next board of directors retreat.

Bank Director Agenda Topics

Below are a list of topics Bank Director can cover during any of the session styles listed above:

  • Banking Landscape:  Industry Overview
  • Today’s Operating Environment
  • Digital Strategies & Technology Considerations
  • The Evolving Role Of The Board
  • Role Of Management Vs. The Board
  • The Attributes Of An Effective Director
  • Diversity & Board Refreshment
  • Board Performance Review

If you would like additional information on our membership program, please download our brochure or contact [email protected] at 615-777-8461.