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Let’s Talk! Strategic Planning and Succession Planning for Your Organization

Wednesday, March 8, 2023


2:00 PM ET


3:00 PM ET

Program Description

Strategic and Succession Planning

Just do it!

Why do the same strategic objectives pop up in strategic plans year, after year, after year....talent development, succession and digital transformation.

As organization leaders define their vision for the future with mid to long term goals, consideration should be given to support the changes within the financial industry as well as legal and regulatory conditions. Along with these considerations, it is important to also identify the critical positions within an organization and develop plans for qualified individuals to assume these positions.

We will have a one-hour discussion centered around the hot topics of both strategic and succession planning. Listen to best practices and approaches from 2 of the financial industries top experts.


    2:00 - 3:00 PM ET


Jeff Marsico

President, Kafafian Group

Jeff has been with The Kafafian Group since its inception and is a founding shareholder. He oversees and works in all lines of business and areas of expertise, with a focus on strategy, profitability, and financial advisory. He began his banking career in 1985 and his experience includes: financial institution mergers and acquisitions, consulting and capital formation with Tucker Anthony Sutro Capital Markets (now RBC Capital Markets); retail branch management and merger integration with First Maryland Bancorp (now M&T Bank Corporation); IT and trust operations with Northeastern Bank of Pennsylvania (now PNC Financial Services Group, Inc.). At The Kafafian Group, he has analyzed and facilitated hundreds of strategy development engagements for community financial institutions, resulting in documented strategic plans to guide client employees and improve performance. He has negotiated, analyzed and advised boards of directors regarding whole bank, branch and fee-based lines of business acquisitions resulting in more than four-dozen successful transactions with over $2 billion in value. Jeff received his B.A. from the University of Hawaii and his M.B.A. from Lebanon Valley College. Professional education includes the AMIfs Institute, NASD Series 6 and 7, and the U.S. Navy systems administrator designation from the University of West Florida. He is the author of Squared Away-How Can Bankers Succeed as Economic First Responders (Kindle | Paperback | Hardcover). He also serves on the faculty of various state associations’ executive development programs. He is a frequent speaker and commentator at industry events, and is a recognized community financial institution blogger.

Jeff interrupted his banking career and served seven years as a Military Intelligence Analyst in the United States Navy, earning three Navy Achievement Medals, the Kuwait Liberation Medal, the Southwest Asia Service Medal, the Combat Action Ribbon, Sea Service Ribbon, and other various commendations. He was a leader in starting the girls’ lacrosse program in his community, and is a certified U.S. lacrosse coach.

Alan J. Kaplan

CEO, Kaplan Partners

Alan J. Kaplan is the Founder and CEO of Kaplan Partners, a retained executive search and board advisory firm headquartered in Philadelphia. Since the firm’s founding in 1994, Kaplan Partners has provided Boards of Directors and CEOs with advice on the dynamics of CEO and Board succession, and assistance with the identification, assessment and selection of new CEOs, Directors and senior executives. The firm’s Board Advisory Services assist clients with Director Succession, Performance, Diversity and Recruitment. Kaplan Partners also conducts Executive Assessments of leadership teams to enhance succession planning and professional development efforts.

Alan is a leader in talent management and leadership succession across the banking and financial services sector. He has over thirty years of talent assessment and executive search experience, after an initial career in corporate banking with two leading Philadelphia institutions. Alan has successfully led close to 100 bank CEO/Succession projects, and hundreds of Board and C-Suite consulting, assessment and executive search assignments. He is certified in the use of both the Hogan© and Predictive Index© assessment tools.

Alan holds an Economics degree from Penn State University, and an MBA in Finance from Temple University. Alan is a National Association of Corporate Directors Certified Director and Board Leadership Fellow and sits on the Board of Directors of NACD Philadelphia. Alan also currently serves on the Board of Directors of the Greater Philadelphia Chamber of Commerce, and the Fischer-Shain Center for Financial Services of the Temple University Fox School of Business. In 2022, Alan joined the board of Clarifi, an organization promoting lifelong financial resilience. He previously served as a Global Board Member of the Association of Executive Search and Leadership Consultants (AESC), the industry’s leading education and advocacy organization, where he was the recipient of The AESC Award of Excellence in 2022. He was also an Advisory Director of Penn Liberty Bank prior to its sale to WSFS Bank. In addition, Alan is a regular speaker and columnist for Bank Director, and a frequent speaker and author for industry, banking and financial services organizations nationwide.



Event Sponsors

Kaplan Partners

The Kafafian Group, Inc.

Credit Hours

Earn up to 1 Hour of CPE Credit.

  • Level:


  • Prerequisites:


  • Advance Preparation:


  • Field of Study:

Specialized Knowledge - Technical

  • Instructional Method:

Group Internet Based

  • Length:

60 Minutes


For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web:

Refunds and Cancellations

A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.


Members: Free
Non-Members: $50

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