Our latest episode is the third in our series diving into management’s and the board of director’s roles in documenting appropriately. Mike Vesel discusses this idea as it relates to strategic planning and advisory in episode three of our series alongside Wipfli’s own strategic expert, Marcie Bomberg.

Sharing their knowledge and experience, Mike and Marcie dive into formulating strategy within a financial institution alongside the Board including the Board’s role in a strategic plan, whether outside facilitators during the strategic planning process might be necessary and more.

Learn more about strategic planning and how Wipfli can help your institution at our site: https://www.wipfli.com/industries/financial-institutions/strategic-planning-services