I run a small community bank. I want to present the next three year strategy to the board. I know what I want to do in each segment of the bank but having a hard time coming up with a template or a presentation format to articulate what I want to tell the board. Not happy with what my own people are coming up with. Happy to have a more detailed conversation with anyone who is interested.
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Dear Friend: I have been invited by Casey to help you craft a template for your presentation. Let me know when you are available for a discussion. I look forward to your response. Kind regards, Zack Khan