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Event Date | Wed Oct 6 EDT (about 3 years 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