Podcast: Documentation alongside the board and management - Strategy

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

Sharing their knowledge and experience, Mike and Marcie dive into how to formulate 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 here.

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