Integration of Digital into Your Strategic Planning and Budgeting

Learn how to integrate digital initiatives into your bank’s strategic plan and budgeting process to improve performance, reduce staff turnover, drive efficiencies, implement agile methodologies, and enhance customer experience. 

Join us in person to discover the value of data and an innovative culture in relationship banking. Bring your success stories of digital implementation to share at this complimentary networking event.

At the end of this session, you will be able to: 

• Recognize the role data and digital plays in defining and executing strategy
• Identify efficiency gains to be realized by integrating digital in overall strategy
• Recognize short-term implementation costs can lead to long-term savings
• Understand the role organizational change management has in driving growth and retaining talent
• Recognize not all digital implementations require a new technology stack and software platforms
• Create a culture where the board and management embrace digital tools by reframing conversation and showing the ROI

Who should attend

This session is designed for CEOs, COO/CTOs, CROs, CIOs, CFOs, and directors of IT.  

Schedule

Noon – 2 p.m. — Session
2 – 4 p.m. — Cocktail hour

Location

CLA Quincy office
Directions
4 Batterymarch Park, Suite 100
Quincy, MA 02169