Virtual Event

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Event Date Wed Oct 6 EDT (9 months ago)
Location Virtual Event
Region Americas

The capital planning process, budgeting, and strategic planning are vital for community financial institutions gearing up for success in the coming year. Assessing the market outlook and setting expectations for capital levels and growth needs will set the stage for decisions that add value while managing risk. This webinar will explore key parts of capital planning and management to help with decision-making and growth at your financial institution.

Join this session to learn:

• Regulatory vs. institutional expectations for capital management
• Measuring the opportunity costs of leaving capital on the sideline vs. taking more risk
• Best practices for making strategic decisions using asset/liability management (ALM) tools


2021 Presenters

Dave Koch
Director, Advisory Services

Susan Sharbel
Senior Advisor, Advisory Services