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This manual is the definitive source for not only strategic planning, but also for ways to significantly improve the bank’s profits. When preparing for strategic planning, a bank must assimilate many diverse information sources; then it must go through this material systematically to arrive at an optimum plan for the bank. This manual does most of this. It presents most of the critical material needed; then it lays out a systematic strategic planning path that will lead the bank into a more prosperous future. — Ed Pace
This manual is called Strategic Planning but don’t let the name mislead you. The primary goal of the manual is to help your bank significantly improve its performance. This comprehensive guide covers the following areas:
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Ed Pace has spent many years as a banker, bank consultant, financial writer, and teacher. He started his career at the First National Bank in Albuquerque, New Mexico, where at various times he served as credit department manager, compliance officer, training officer, commercial loan officer, correspondent banker, and author/editor of the bank’s policies and procedures manuals. Also while a banker, he wrote and taught on the side, authoring more than 25 articles for national banking magazines, conducting seminars on behalf of Robert Morris Associates, and joining the faculty of the Pacific Coast Banking School.
For the past 30 years, Mr. Pace has written extensively for Sheshunoff. He was the author of the company’s flagship product, the 16-volume Bank High Performance Management System, and its follow-on, the three-volume Community Bank Management system. See all works by Mr. Pace