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Succession Planning for Community Banks Virtual Workshop Series
January 15, 2026 - January 22, 2026
Program Overview
This two-part 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 skills gaps, and develop personalized development plans for their successors, with a focus on leadership, management, and technical skills.
Date & Time
January 15 & 22
9:50AM Zoom Sign In | 10:00AM Webinar Start | 12:00PM Webinar Conclude
What You Will Learn
January 15 — Part 1: Laying the Foundation
- Building a Strong Future: Establish your Succession Planning Process – from how you identify employees retiring and potential successors to how you train and develop your successors, including the timeline.
- The Blueprint for Success: Developing your Succession Plan for the CEO, Senior Leadership Team, next-level managers, and key positions in the bank. Leverage AI to help you find the right successors based on their personality, skills, and experience, and match them to the types of jobs needing to be filled.
- Futureproofing Your Bank: Conducting a Talent Assessment to identify the talent you currently have in the bank, and potential skills gaps your organization may need for future growth, including new positions.
January 22 — Part 2: Developing Your Successor
- Nurturing Tomorrow's Leaders: Creating Personal Development Plans for your identified successors in the various areas. Leverage AI to help you create individual plans.
- From Potential to Performance: Developing a Leadership Talent Development Program and Management Skills Training Program for the successors based on their personal needs.
- Empowering Successors: Establishing a Technical and Job Skills Enhancement Program to prepare your successors to take on their new jobs at the right time and to retain your top talent.
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).
Express Grant
The course ID for the Succession Planning for Community Banks Virtual Workshop Series is C-14477. Banks with 50 or fewer employees can be reimbursed 100 percent for the program's cost. For more information on the Commonwealth Corporation's Workforce Training Fund Program, please visit their website. If you need assistance with the Express Grant, please contact the Commonwealth Corporation directly.
Questions? Check out our FAQs or contact registrations@massbankers.org
Agenda
Speakers
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Marci Malzahn
<p>Marcia (Marci) Malzahn, a native of Nicaragua, came to Minnesota in 1986 and started a career in banking. She left banking in 1999 for a leadership technology role in a non-profit organization, returning in 2005, this time as the first employee and co-founder of a new community bank startup. In her role as EVP/COO & CFO and later CRO, Marcia oversaw all the bank operations areas, including finance, IT, compliance, internal audit, deposit/loan operations, risk management, strategic planning, and HR.</p><p>Starting the bank allowed Marcia the opportunity to lead various teams, and to work with attorneys, auditors, regulators, vendors, board of directors, shareholders, senior management and employees. Marcia had a variety of management responsibilities over the past 18 years in banking, 13 of which were in senior executive leadership positions.</p><p>Having grown the bank from zero to over $300 million in assets during a very challenging 10-year period, Marcia wanted to be able to help other community banks and financial institutions gain from her 20+ years of banking experience. That goal led to her founding of Malzahn Strategic in 2015. Marcia combines her community financial institution experience with strategic insight to integrate these areas and help institutions achieve their vision.</p><p>Marcia is an international bilingual inspirational keynote speaker, speaking frequently at community banking and credit union conferences and associations as well as financial services leadership and women’s conferences. As a Certified Virtual Presenter, Marcia also provides online and onsite banking and credit union training. Marcia is a published author of five books: Devotions for Working Women: A Daily Inspiration to Live a Successful and Balanced Life (2006), The Fire Within: Connect Your Gifts with Your Calling (2015), The Friendship Book: Because You Matter to Me (2016) also in Spanish El Libro de la Amistad: Porque Tu Me Importas (2017), Bring YOUR Shoes: A Fresh Perspective for Leaders with Big Shoes to Fill (2019), and Inside Your Mama’s Tummy – Your Journey Until You Arrived (2022).</p><p>Marcia is the recipient of a number of professional awards, including “40 Under Forty” by Minneapolis/St. Paul Business Journal, “Top Women in Finance” by Finance and Commerce, ”25 on the Rise” by the Hispanic Chamber of Commerce, and “Outstanding Women in Banking” by Northwestern Financial Review. She holds a B.A. in business management from Bethel University, is a certified life coach, and is a graduate and faculty of the Graduate School of Banking in Madison, Wisconsin.</p>
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Malzahn Strategic | - |