Transition or Relevance? Building Strategic Plans That Endure Disruption

Financial institutions are navigating a landscape marked by rapid technological innovation, shifting customer expectations, regulatory complexity, and increasing competition from non-traditional companies. 

This on-demand session addressed the critical question: are we going to be able to adapt and evolve to keep pace with this change, or are we positioning ourselves to transition? 

We explored the relevant questions financial institutions should be asking themselves and how to build strategic plans that are resilient, forward-looking, and adaptable to disruption. We highlighted challenges such as digital transformation, talent retention, cybersecurity, and other areas, along with practical strategies to turn these pressures into opportunities for growth and differentiation.

At the end of this video, you’ll be able to: 

• Identify and assess key disruptive forces impacting financial institutions and identify their implications for strategic planning
• Recall the elements of a strategic framework that balances short-term adaptability with long-term relevance, enabling alignment with your financial institution's mission, market needs, and technological trends
• Identify practical tools, approaches, and starting points to address core challenges that will need to be addressed for future relevance

Who should watch

This session is designed for leaders at community financial institutions who are responsible for navigating disruption and driving strategic transformation.