Elite Access: Strategic Planning Considerations in a Post-COVID World: 2021-2025

page header image
Body

This event is FREE for CUES Unlimited and Unlimited+ Members


Wednesday, November 18, 2020
12:00- 12:45 p.m. Central time
Presenter: Bill Goedken, Founder and CEO, idea5 Strategies

This session offers "Strategic Thought" and "Strategic Issues" along with some predictions of how the Post-COVID landscape will be in 2021 and beyond. These insights are a cumulation of thoughts from different business leaders, CEO's of Financial Institutions, and national experts compiled for your consideration. Other trends using hard data will be shown. Bill Goedken himself has moderated or attended over 600 Strategic Planning sessions in his career spanning over 4 decades. He will share what he is "hearing on the street" from businesses and financial institutions in North America.

Session Format:

This 45-minute session offers insight from a subject matter expert and a live Q&A, offering the opportunity for the audience to interact via live chat questions.
 

For virtual education support, review these helpful steps and frequently asked questions.
 

About the Presenter:

Bill Goedken
Founder and CEO
idea5 Strategies

Bill Goedken is founder and CEO of idea5 Strategies, a nationwide financial institution consulting firm. Bill is an accomplished entrepreneur, author, volunteer, trusted business advisor, and a frequent speaker at conferences worldwide.  He was the former founder and CEO of Profitstar, Inc., and the original inventor of the popular PROFITstar ALM model for financial institutions.  Between Profitstar and his current firm of idea5 his firms had over 3000 financial institution clients representing over $1.5 Trillion in Assets.  Bill was a volunteer (Vice Chair) at Westerra Credit Union in Denver, CO, and has served 10 years on the Board of Directors of American National Bank, a $3.5 billion (in assets) bank with locations in 3 states. He has either moderated or attended over 600 Strategic Planning sessions at banks and credit unions worldwide.

Bill holds dual BBA's in Accounting and Finance, MBA in Finance from the University of Iowa, and has CPA, CMA, and CGMA certifications.  He is a past Chairman of the Credit Union Executives Society (CUES) Financial Suppliers Forum and has served on the board of directors for many not-for-profits.