Recording - Capital Planning - A Look at the Internal Capital Management Process to Balance Risk and Reward - Sp21

Course Length
90 mins

Dave Koch



Presenter:  Dave Koch, Abrigo

This 90-minute program will be presented live on: March 25, 2:00-3:30 p.m. Central Time
Recording available through: June 25, 2021
Price: $275


Despite much talk about secondary capital, today most remain dependent on their ability to grow net worth to manage safety and soundness while meeting growth challenges.

With the recent changes in community bank capital rules, new competitive challenges may arise.  What is your internal process for planning capital levels?  Is it an integrated part of your strategic planning function and regular risk-taking process?  Too often we think of capital planning as an exercise for troubled institutions or growth-oriented companies. When properly executed, capital planning should be a dynamic approach that sets the targets for interest rate, liquidity, credit, and operational risk. In this session we will tackle the outline for a capital planning and stress-testing process to improve performance.

Participants will come away with:

  • A outline for assessing necessary capital levels
  • How capital planning integrates with strategic planning
  • How stress testing is applied to manage capital and improve performance

Target Audience:  CEOs, CFOs, ALCO members, controllers, chief risk officer, chief retail, funding officers. 

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