Bank Solutions

Strategic Planning Facilitation

Do you have a vision for your bank but struggle to get your team to execute?

Perhaps you are so focused on addressing the challenges of today that you can’t think about next year?  Or maybe you’re simply evaluating new facilitators for your Board or executive planning retreat. Regardless of the motivation, we know that while most bank Chairs and CEOs are eager to update their strategic plan many worry about using outside facilitators.  At KPN, we understand this and we believe our approach makes more sense.

Our Facilitation Approach

Our approach is to facilitate your planning session with your Board and Senior Management after we analyze your financial statements. We will create the situation analysis as well as historical data on your bank gleaned from your call reports. We also feel that we can create much of the competitive analysis prior to the meeting so that our time at the meeting is very focused on the issue of "where do we want to be" and the creation of both the next year's financial plan and two additional year's Summary Budgets.  

Pre-Planning Phase

We will conduct in-person and/or telephone interviews with Board members and identified Senior Management to gather information about desired goals and initiatives to be considered in developing the strategic plan.

Final Deliverables

Upon completion of the retreat, we will develop a preliminary strategic plan for the Board and management to review. Once final input has been provided, KPN will deliver the final strategic plan including the Board and Management Succession Plans and Capital Plan.

Director Training

Looking for cost-effective training for your Board?

KPN offers customized Board training for community banks around the country. We can deliver this training via webinars or in-person training, based on your specific needs.

Funds Management & Contingency Funding Review

Let KPN help your institution prepare for your next examination.

Liquidity risk and funds management are key topics for financial institutions in preparation for their next examination. Regulators want to make sure management has a strong process in place to measure and manage their liquidity needs and has developed and tested the proper contingency plans in the event of a crisis.



515 Trailside Court

Roswell, GA 30075


(404) 403-8015

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