Action Plan Summary - CEO Forum 19

Mission Statement: Together we support our
member banks and bankers with leadership,

advocacy and education to benefit the
communities and customers they serve.

Goal #1 – Lead advocacy at the state and federal levels.

Measures:
A. Develop a game plan for advocacy at the federal level.
B. Develop a list of influential bankers for every legislative district.
C. Increase BankPAC participation by 41%.

Action Plan:
1. Evaluate use of resources at the federal level.
2. Increase diversity on the Federal Affairs Committee by establishing 15 staggered 3-year rolling terms.
3. Increase member participation in opportunities for positive regulatory reform.
4. Develop a list of influential “super bankers” for each legislative district.
5. Increase BankPAC participation.
6. Explore a method or system to track member engagement.

Goal #2 – Develop and execute successful transitions in all areas of KBA leadership.

Measures:
A. Maintain employee retention and turnover (less than 10% annually).
B. Retain KBA Insurance market percent penetration (at least one product).
C. Initiate remote worker satisfaction feedback survey.

Action Plan:
1. Annually maintain staff contingency documents.
2. Review KBA’s staff onboarding process including onboarding guidebook.
3. Embrace and identify processes that allow for workforce flexibility and improved efficiency.
4. Continue a strong KBA insurance program through the leadership transition.
5. Update KBA’s master succession plan.
6. Establish a consistent employee goal-setting and evaluation process.
7. Increase the level of understanding of the role of each KBA department.
8. Implement and follow consistent/transparent process for hiring.

Goal #3 – Grow and expand our compliance/consulting services (Legal, audit, consulting,
loan review, compliance training).

Measures:
A. Increase net income.
B. Increase number of members utilizing our services net of M&A changes (inter- and intrastate)
C. Strategically contact 100 banks.

Action Plan:
1. Determine structure, logistics & management for interstate expansion (assess membership
requirements and impact across future services such as education).
2. Explore profitable partnerships with other state associations.
3. Develop a marketing strategy and plan.
4. Execute the marketing strategy and plan.
5. Explore providing other potential services.

Goal #4 – Actively educate and promote the banking industry to improve image and
recruit future bankers.

Measures:
A. Establish two additional relationships with universities.
B. Increase utilization of social media (Facebook and Twitter).
C. Increase funding to Kansas Bankers Educational Foundation (KBEF).

Action Plan:
1. Expand KBA contact/networking with Kansas universities.
2. Market internship opportunities.
3. Identify ways to promote the four objectives of KBEF as determined by the KBEF Board.
4. Develop a plan to enhance the brand and image of the banking industry.
5. Identify ways to promote banking and financial literacy to middle school and high school students.

Goal #5 – Grow and expand non-dues revenue.

Measures:
A. Increase number of associate members to 133 by 2021.
B. Increase non-dues revenue by 5% for FY2019.
C. Increase revenue of Endorsed Vendors.

Action Plan:
1. Evaluate structure and level of associate member dues.
2. Develop a structure for cross-functional bank calls.
3. Continue to evaluate opportunities in Education.
4. Evaluate more opportunities for vendors/exhibits at conferences.
5. Evaluate KBA’s current Endorsed Vendors.