Strategic Planning for Community Banks: Competing & Thriving in Local Markets Workshop

Designed specifically for community banks, this workshop offers c-suite executives the tools and insights needed to effectively compete and thrive in local markets. Attendees explore tailored strategic planning methodologies that address the unique challenges and opportunities specific to their organizations. Key topics include identifying competitive advantages, leveraging local insights and crafting actionable strategies for sustainable growth. Through expert-led sessions and collaborative discussions, participants gain knowledge and practical strategies to enhance their bank’s market position, drive profitability and ensure long-term resilience.

9:30 AM – 10:00 AM
Breakfast & Registration

10:00 AM – 10:15 AM
Welcome & Introductions

10:15 AM – 11:15 AM
Peer Collaboration Session 1: Developing a Strategic Mindset
David Barone, EVP of Strategy and Marketing, Nymbus
This session helps leaders build a strategic mindset for long-term success. Participants consider how major initiatives – such as launching a digital brand – should be approached as business strategies, rather than one-off projects. Through peer collaboration, they learn to evaluate opportunities, assess risks, and align decisions with organizational goals, gaining practical frameworks to strengthen competitiveness, resilience, and sustainable growth.

11:15 AM – 12:15 PM
Peer Collaboration Session 2:  Strategic Growth Planning in a Margin-Constrained Environment
This session tackles the critical challenge of achieving growth in a margin-constrained environment, common for community banks. Participants delve into strategies for optimizing the balance sheet, examining both assets and liabilities to boost profitability. Discover innovative fee income ideas and how to leverage small business lending as a growth driver. This session also highlights the potential benefits of fintech partnerships in reducing costs and expanding service offerings.

12:15 PM – 1:15 PM
Lunch

1:15 PM – 2:15 PM
Peer Collaboration Session 3: Using Brand & Marketing to Drive Growth
In this session, participants learn how to harness the power of branding and marketing to differentiate their bank and drive expansion. The discussion focuses on establishing a robust, authentic brand identity that resonates with local communities and attracts new customers. Explore effective marketing techniques, from digital strategies to community engagement, that amplify brand visibility and appeal. Through practical examples and marketing frameworks, attendees gain the tools needed to craft compelling campaigns that not only strengthen customer loyalty but also propel growth in competitive local markets.

2:15 PM – 2:30 PM
Refreshment Break

2:30 PM – 3:30 PM
Peer Collaboration Session 4: Sharpening Competitive Differentiation
Jeffery Kendall, CEO & Chairman, Nymbus
This session focuses on elevating community banks by leveraging their unique strengths, such as strong community ties and personalized service. Learn how to craft a compelling value proposition, leverage long-term strategy and build brand loyalty. Case studies and practical exercises help participants develop actionable differentiation strategies.

3:30 PM – 3:45 PM
Wrap Up and Q&A

4:00 PM – 5:00 PM
Welcoming Peer & Guest Reception
Sponsored by:  COCC
To kick off the Summit, we invite all participants – and their guests – to join us for refreshments and light hors d’oeuvres.