“For 25 years, I’ve done strategic planning at a bank, and when we got done with Strategic Planning Think Tank™ and had our one-page strategic plan—it was better than anything I’ve ever seen or had before in a bank. And then, there is a process whereby you actually use that plan throughout the year and measure to it. It’s that effective. I’ve told my teammates I haven’t seen anything better than that.”

—S. Jennings
Chief Executive Officer, Minnesota National Bank

Complete the form to register

Having a CPA Do Your Strategic
Planning is Like Giving a
Compass to a Toddler

They can look and point at the needles on your most
important metrics, but even with the best intentions,
they’ll never be able to tell you how to move them. THAT
is what belongs in a strategic plan—that IS the plan’s purpose.

Most banks actually have wish
lists instead of strategic plans

Many community banks rely on CPA firms to produce
strategic plans that are entirely devoid of strategy or the
actual processes that will make the strategies happen.
The deliverable: a plan that’s not much better than a
wish list.


How elite, results-oriented community banks
are hitting their goals like clockwork every year
(and making it look easy)

There is a small group of community bank executives writing their own strategic plans every year and actively following the strategies outlined therein. And not surprisingly, they set a trajectory straight for top-of-peers with more profit, more growth, higher culture scores, higher NIM—in short, higher in every key metric.

They’re playing a completely different game because they have—and consistently use—powerful, integrated processes the other banks don’t. Meanwhile, most community bankers are, sadly, still playing by typical bankers’ rules as though it’s the same game it’s always been.

But it isn’t the same game. Not even close.


“This has been, by far, the best strategic planning session we have ever done.

We are leaving with a concise, well-defined strategic plan in a single page. “

—T. Schueler

President & Chief Executive Officer, Cleveland State Bank

More than 87 percent of Emmerich Group clients double
their cross-sales in one year or less.
This Masterclass is
the first step in making that happen for your bank.

Guiding your team through the
livestream event is
Roxanne Emmerich

Nobody has helped more banks get
to top-of-peers status than Roxanne
Emmerich. One CEO client referred
to her as a “one-woman economic recovery program.”

Bestselling Author:

Roxanne is The New York Times, Wall Street Journal, and international bestselling author of Thank God It’s Monday!® as well Profit-Growth Banking, Net Interest Margin Solution, and her newest release, The Breakthrough Banking Blueprint.

She is also editor-in-chief of Extraordinary Banker® magazine, which has a readership of 15,000 board members and executives from the best banks in the country.

Thought Leader:

Roxanne is the founder and chair of The Institute for Extraordinary Banking™ and creator of the Banky™ Award—the highest designation for results-oriented elite community banks of America. Her Best Banks in America™ Super Conference consistently receives rave reviews as the best conference for elite, results-oriented, ambitious bank executives and board members.


Roxanne is a National Speaker Hall of Fame inductee, a distinguished alumna of the University of Wisconsin, and recipient of the prestigious Nido Qubein Philanthropist of the Year award for her ongoing work to build schools in Africa.


Roxanne is CEO of The Emmerich Group®. For the last three decades, Roxanne and her team have helped hundreds of banks transform their performance to get to top 5% performance and, more importantly, stay there. Successful Meetings magazine listed her as one of the top three speakers in the country on organizational culture.

It’s time for you to find out what this small group of top-
performing community bankers knows.