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Description

Strategic planning is just around the corner and organizational transformation is a topic for many financial institutions. Allied's EVP, Chief Strategy & Technology Officer Dave Hilger joins the pod to discuss how to optimize your people, processes, and organization for future growth. 

 

 

In this episode…

 

[0:35] Meet Dave Hilger

[4:31] Why is planning for growth imperative to a company’s future?

[5:00] The next goal is how to prepare to be a long-term, successful company.

[5:49] Covid did not impede us or our success one bit.

[5:57] Should other companies consider OCT?

[6:30] How do we become a bottom-up-driven company?

[7:42] This [initiative] is wildly different from what we used to do.

[8:25] How did you lay the foundation?

[9:13] What do we want to do? Why are we here?

[9:20] Do you recommend using an outside partner?

[9:57] Threats are everywhere, the world is changing. Right now we are in a tough lending environment.

[10:38] We try to do too many things, in too many directions.

[11:31] You have to plan for change, you have to be willing to change. I think you always have to question.

[13:10] How did you get your team excited for change?

[13:54] Sometimes the folks steering the ship forget what it’s like to run the ship.

[14:34] We had open, harsh criticism.

[15:47] I get jazzed about the concept of change.

[16:30] Words of wisdom for the company looking to create or re-evaluate their strategic plan