Strategic Planning Services

Propel your financial institution toward higher performance.



Strategic planning should be one of the highest-yielding investments a financial institution makes. Our experienced strategic planning team, composed largely of experienced community bankers, works with each client to produce a unique, customized process and an end-product plan that aligns strategy with shareholder and board expectations. A holistic and highly participative process, honed and “best practiced” over decades of experience, ensures careful crafting of the appropriate strategy solutions aligned with a tactical action plan that outlines key elements of annual execution and implementation, aligned with annual budget. Key financial measures become the standard used to determine whether, indeed, the “right” strategies have been developed/executed. The results: higher-performing financial institutions!

 
When you engage Wipfli, you not only partner with a firm nationally known for strategic planning services and all facets of related consulting expertise, you also benefit from our extensive financial institution experience. This experience gives us a practical approach to understanding and resolving organizational, cultural, and leadership challenges that can hinder implementation of purely theoretical approaches. 
 
Featured Expertise


Terry Saber

Terry Saber has more than 25 years of experience in the areas of strategic planning, human capital, executive compensation, and executive coaching with financial institutions, state financial institution associations, and nonprofit organizations.

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