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The Road To Strategic Planning

Navigating Strategic Planning for 2022

This event has passed, but you can still watch it!

Tune in as top banking executives talk through tips and best practices about their strategic planning process. Get inspiration and trend analysis so you can navigate every bump in the road. Not to mention it will help build your confidence in your own strategic plan! Here's what you can expect: 

  • Find out which trends to pay attention to and which ones to steer clear.  
  • How to plan for growth around and after the pandemic is in our rearview mirror. 
  • What you need to have in your tool kit to create the best plan and not breakdown.
  • See where your peers are headed. What's the number 1 priority for banks and credit unions in 2022? 
  • Take a pitstop and benchmark your FI and then get right back on course.  



Becky Reed Lone Star CU

Becky Reed

CEO of Lone Star CU

Becky Reed is the CEO of Lone Star Credit Union in Dallas, Texas.  Becky has experience leading multiple areas in credit unions including retail operations, lending, back-office operations, and IT.  She has led game-changing service improvements through technology, which landed Lone Star Credit Union the CUNA Technology Council Award for Excellence in Technology in 2019. 

Lori Walker Chambers Bank

Lori Walker

CMO of Chambers Bank

Lori Walker serves as Chief Marketing and Communications Officer at Chambers Bank, a $1B community bank in Arkansas. In her role, she facilitates the bank’s executive committee meetings and strategic planning process in addition to all marketing, communications and public relations initiatives. 

Tim McLeod Riverfront FCU Tim McLeod

CEO of Riverfront FCU 

A vision-oriented leader dedicated to building high-performance teams through staff empowerment, thought provoking inspiration and training. Leading, mentoring and coaching Riverfront FCU into the future. 
Developing a cutting-edge operation with a high-performance team. Developing market share through deployment of industry best practices, process and procedures.


Bart Protzman Core BankBart Protzman

Director of Retail & Bank Operations at Core Bank

 Bart began his banking career in 2003 and joined Core Bank in the fall of 2018 where he has brought innovation to the forefront of the customer experience. Beginning with the Headquarters branch, Core Bank is transforming traditional banking by creating a unique environment and way to bank. 

Core Bank is a full-service community bank with 7 Midwest locations in the Omaha, and Kansas City metros.