Success through strategic thinking, planning, action


Implementing an Office of Strategy Management Roundtable

With Sharon Odom, CPA ,Jason Osterhage

Date Friday, November 13, 2009
Time 07:30 AM to 09:30 AM
Agenda
07:30 AM to 08:00 AM Registration, Continental Breakfast & Networking
08:00 AM to 09:00 AM Speaker Presentation
09:00 AM to 09:30 AM Optional Networking & Discussion
Location Delta Community Credit Union
3250 Riverwood Parkway, Community Room
Atlanta, GA, 30339
( Directions )
About the Topic
Case Study and Roundtable Discussion:
Implementing an Office of Strategy Management
 

Join other strategy professionals in a lively roundtable discussion of the benefits and risks associated with centralizing strategy formulation and execution. 
To get our conversation started, Sharon Odom and Jason Osterhage will relate their experiences implementing an office of strategy management (OSM) at Delta Community Credit Union, a $3.5 billion consumer finance cooperative based in Atlanta.

Sharon and Jason will share how they addressed tough OSM implementation issues like:
  • How can the OSM template be modified to fit unique organizational contexts?
  • What are the implications of the OSM’s location on the organization chart?
  • How does one manage the perception that an OSM creates new layers of bureaucratic overhead?
  • What is best balance of strategic alignment mechanisms and strategic participation mechanisms?
  • What can one do to create an appropriate and effective sub-culture within the OSM?
Directions & Parking

From 285 E or W or I-75/85 South:
Take I-75 South towards Atlanta (1.2 mi)
Take the CUMBERLAND BOULEVARD exit (on the LEFT)
Turn RIGHT onto CUMBERLAND BOULEVARD SE (.6 mi)
Turn RIGHT onto RIVERWOOD PKWY SE (.1mi)

From I-75/85 driving North:
Take the CUMBERLAND BOULEVARD exit, EXIT 258.  (0.5 mi)
Turn LEFT onto CUMBERLAND BLVD SE. (0.7 mi)
Turn RIGHT onto RIVERWOOD PKWY SE. (0.1 mi)

Parking: 
Free parking is available in the parking deck right beside the branch. ASP attendees should not park in the parking spaces next to the branch, as these are reserved for branch customers.

Sharon Odom, CPA
VP – Strategic Planning & Performance, Delta Community Credit Union

Sharon R. Odom has worked at Delta Community Credit Union since 2002 and currently serves as Vice President– Strategic Planning & Performance.  In this role, she provides leadership for strategy formulation, enterprise initiative and change management, central business intelligence/analytics, and enterprise performance reporting.

Sharon is a Certified Public Accountant (CPA), holds an MBA from Georgia State University, and a B.S. in Accounting from the University of Illinois.  Learn more about Sharon’s education and experience here: http://www.linkedin.com/in/sharonodom

Jason Osterhage
SVP – Lending & Corporate Strategy, Delta Community Credit Union

From 2005 to 2007, Jason led the team that created Delta Community Credit Union’s office of strategy management.  Today he continues to oversee that Strategic Planning & Performance function and is also responsible for the Credit Union’s lending operations including Consumer Loan Services, Real Estate Services, Business Services, Recovery Services, and Secondary Loan Markets.  Before joining Delta Community in 2005, Jason served on the management team of Delta Air Lines’ industry-leading low-fare service, Song.

Jason earned an MBA from Emory University’s Goizueta Business School, and holds several other degrees, certificates, and diplomas.  Learn more about Jason’s education and experience here:  http://www.linkedin.com/in/jasonmosterhage

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