Robert H. Zondag, CTP
Partner
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
Education
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
The rise of the fractional COO: A strategic solution for financial institutions
Apr 04, 2025
5 strategic planning imperatives for senior living organizations
Apr 04, 2025
Talent retention in the insurance industry: Strategies for success
Oct 15, 2024
The continued importance of succession planning in community banking
Sep 03, 2024
Your people can make or break your organization and your strategic plan
May 28, 2024
How much is your financial services firm willing to risk?
May 14, 2024
Reset strategy to match the times
Apr 28, 2024
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 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
Podcasts
Podcast: Harnessing AI in financial institutions — Insights from Wescom Credit Union
May 02, 2025
Farm finance focus: Leveraging data in agricultural lending
Feb 18, 2025
Podcast: Revolutionizing FS: AI, personalization and security
Jan 22, 2025
Podcast: The employee stock ownership plan advantage
Nov 13, 2024
Podcast: Enhancing wealth programs for community impact
Oct 30, 2024
Podcast: How to navigate new SEC cybersecurity rules
Oct 14, 2024
Podcast: Navigating data privacy in financial services
Sep 13, 2024
Podcast: Navigating the digital identity landscape
Jun 24, 2024
Podcast: Guarding elders’ wealth
May 15, 2024
Podcast: PR and communications for financial services
Apr 24, 2024
Podcast: How to successfully scale your project management
Feb 13, 2024
Podcast: Mastering customer acquisition with data insights
Jan 23, 2024
Podcast: The evolution of outsourcing in wealth management
Dec 21, 2023
Podcast: Practical approaches to leveraging AI
Nov 28, 2023
Podcast: How to leverage data to improve the customer experience
Aug 16, 2023
Podcast: Automate your ACH origination and RDC audit to reduce fraud risk
Jul 27, 2023
Podcast: Navigating the benefits and cybersecurity risks of ChatGPT
Jun 11, 2023
Podcast: Could vendor management benefit your institution?
Mar 29, 2023
Podcast: Keeping up with compliance
Feb 20, 2023
Podcast: Getting a grip on the state of the economy
Jan 23, 2023
Podcast: Getting your account holders’ attention digitally
Jan 12, 2023
Podcast: Succession planning’s role in your financial institution
Dec 07, 2022
Podcast: It’s still about the employee experience
Jul 26, 2022
Podcast: The changing investment experience
Jun 12, 2022
Podcast: Keys to improving the employee experience
May 10, 2022
Podcast: Examining the talent gap
Apr 11, 2022
Podcast: State of community banking research report
Feb 28, 2022
Podcast: Is cryptocurrency on your radar?
Aug 20, 2021
Podcast: Looking beyond CRM to digital evolution
Jul 26, 2021
Podcast: How interest rate swaps are being used by banks today
Jul 06, 2021
Videos And Webcasts
Risk Roundtable recording for July 2024
Jul 18, 2024
Healthcare Connections: Strategic planning 2.0 – building an implementation roadmap 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
Bank performance benchmarking matures as a strategic tool
BAI | May 09, 2025
Robert Zondag on importance for credit unions to carefully set credit card goals for 2022
CU Management | Jan 01, 2022
