Robert H. Zondag, CTP
Principal
Robert H. Zondag brings leadership experience as an entrepreneur and executive in financial services. His clients have included financial institutions, technology companies, healthcare organizations and government entities. Robert is passionate about bringing clarity to his clients when they face complex business issues and regulatory matters.
Certifications
- Certified Treasury Professional
- Former Municipal Advisor Professional (Series 50, 54)
- Certified Conscious Uncoupling Coach
Professional memberships and activities
- Municipal Securities Rulemaking Board, Professional Qualifications Advisory Committee
- State of Wisconsin Medical Examining Board
- Interstate Medical Licensure Compact Commission – State of Wisconsin Commissioner
- Board member for various civic and nonprofit organizations
- Sought-after public speaker and moderator
Areas of Focus
- Strategic planning inclusive of growth, customer acquisition and profitability measurement
- Capital planning, divestures and acquisitions, including management of the investment banking process, due diligence and milestone-triggered events
- Enterprise risk management and finance, and audit and operational assessments
- Regulatory and compliance matters, including board of directors’ development and governance
Industries
Financial Institutions Financial Services Fintech consulting services Agribusiness Technology industryEducation
University of Wisconsin-Madison
- Bachelor of Business Administration
University of Wisconsin-Madison, Graduate School of Banking
- Graduate degree in banking
L'Université d'Aix-Marseille III
- Certificat des études économiques
Harvard Business School Online
Recent Insights
Articles
After the planning: Implementing your strategic plan
Feb 16, 2024
How a pivot to agile strategic planning can be game-changing
Jan 04, 2024
3 ways to overcome modern leadership challenges
Oct 20, 2023
6 ways you can use call report analysis effectively
Sep 07, 2023
6 ways you can use call report peer analysis effectively
Sep 04, 2023
Why succession should be part of your strategic plan
Aug 28, 2023
The value of agile strategic planning for financial institutions
Mar 26, 2023
How investing in digital can help financial services increase resilience
Mar 07, 2023
How a strategic framework builds business resiliency
Mar 01, 2023
Should your wealth advisory firm offer trust services?
Feb 14, 2023
5 important considerations for strategic planning in healthcare organizations
Dec 20, 2022
Your employees are your most valuable asset. But can you prove it?
Nov 30, 2022
What Washington’s proposed legislation could mean for the future of family office structures
Nov 29, 2021
Healthcare strategic planning ready for post-COVID comeback
Aug 09, 2021
Podcast: The strategy behind starting a de novo bank
Apr 21, 2021
6 ways contractors can conserve cash and increase cash flow
Feb 23, 2021
How transformational strategic planning can help financial institutions during COVID
Nov 04, 2020
Webinars
Healthcare Connections: Strategic planning 2.0 – building an implementation road map for organization success
Nov 21, 2023
Developing a business resilience mindset through strategic planning
Feb 19, 2023
A new approach to strategic planning – Credit Union Forum
Oct 19, 2021
Healthcare Connections: Strategic Planning – Creating a durable plan to thrive, even during disruption
Mar 16, 2021
How to use competitor benchmarking to gain market share
Mar 11, 2021
In The News
External News
Robert Zondag on importance for credit unions to carefully set credit card goals for 2022
CU Management | Jan 01, 2022
