2025 Succession Planning Online Workshop Series

In Partnership with the Iowa Bankers Association

Program Agenda
Part One:
November 3, 2025
10:00 a.m. - 12:00 p.m. CST

Part Two:
November 17, 2025
10:00 a.m. - 12:00 p.m. CST

Brochure
Register by Individual Here
Register by Bank Here
 
This two-part online workshop series is designed to help community banks establish a robust succession planning process. Participants will learn how to create a comprehensive succession plan, conduct talent assessments to identify skill gaps, and develop personalized development plans for their successors, focusing on leadership, management, and technical skills.
 

Program Presenter
Marci Malzahn, President and Founder of Malzahn Strategic
Marci Malzahn is the president and founder of Malzahn Strategic, a financial institution consultancy focused on strategic planning, enterprise risk management, and talent management. Marci has 23 years of banking experience, the last ten as the EVP/CFO/COO of a community bank she co-founded where she oversaw all the bank operations areas. In her last year as EVP/COO/CRO, Marci created and focused on the bank's risk management program. She was also the corporate secretary of both the holding company and the bank. Before starting the bank in 2005, Marci took a detour from banking for five years and worked for a $34 million revenue non-profit organization where she led IT, HR and Finance. Marci is the recipient of a number of professional awards, is a published author of three books, and an international bilingual professional speaker, speaking frequently at banking conferences and associations as well as webinars. Marci holds a B.A. in business management from Bethel University, is a certified life coach, and is a graduate of the Graduate School of Banking in Madison, Wisconsin.

Who Should Attend:
Senior Executives and Board Members, Human Resources Managers, Department Heads and Managers, and potential successors (individuals being groomed for leadership positions should understand the succession planning process and their role in it).


Registration Fee:
$600 per organization
Registration includes both sessions, workshop materials, planning resources, and a 20-minute consultation with Malzahn Strategic. A recording will be available to all registrants following the event.

*This webinar series is in partnership with the Iowa Bankers Association. The webinars will be presented via Zoom. A recording will be available to all registrants following the event.

*We understand circumstances arise requiring cancellation - if you cancel up to 5 business days before the program, your registration fee will be refunded. No refunds will be provided once the materials have been received.
*Any transmission, retransmission or republishing of the audio or video portion of the seminar is strictly prohibited.