The Future of Community Bank Strategic Planning and M&A

Marketing & Sales

It’s not just about fintech and digital banking.  In this session Invictus chairman and former head of global M&A at Citibank Kamal Mustafa will discuss the future of community bank strategic planning and M&A.  These are the simple concepts that any bank CEO can and must follow to gain a competitive advantage in an ever-shifting landscape.

Who Should Attend: CEOs, CFOs, and Directors

Learning Objectives

  • Learn why traditional strategic planning is insufficient.
  • Explore how the economy has changed in the post-pandemic world, and why an uneven recovery in different industries will affect community banks.
  • Adapt your thinking, processes, and analytics to take advantage of unique growth opportunities and truly understand what drives your bank.   


Kamal Mustafa
With a banking/investment banking career spanning more than 40 years, Kamal Mustafa is a major thought leader in the banking and finance industries. He has served as head of corporate finance/credit at Connecticut Bank and Trust; head of global Mergers & Acquisitions at Citibank; Managing Director of Merger & Acquisitions and Merchant Banking at PaineWebber; Managing Director of KSP, a $1 billion leveraged-buyout fund for John Kluge; founder and chairman of Bluestone Capital Partners and Wildwood Capital. He founded the Invictus Group in 2008 and serves as chairman. Mr. Mustafa has been a trustee for the University of Connecticut and continues to sit on a number of corporate boards.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $395 $0
Affiliate Member $195 $0
Affiliate Nonmember $395 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


Click here to register online