How to Maintain a Competitive Edge: The Importance of Integrating Stress Testing, Strategic Planning, CECL and M&A


With the many challenges facing community banks today, the time to get ready for the current expected credit loss model (CECL) is now. The driving issues – loans and deposits – warrant an analytical approach that is not only capable of recognizing, but also capitalizing on a rapidly changing banking environment. In other words, how banks get ready for CECL can have a significant impact on other challenges they face. This WiBinar will educate attendees about the best way to get ready for CECL and maintain a competitive edge in the marketplace.

To request playback, email Montana Townsend at

Learning Objectives

  • Learn to approach CECL with a strategic lens, rather than a compliance one
  • Explore what banks must know to get ready for CECL implementation to maximize profitability
  • Discuss which CECL methodology is the best and why


Adam Mustafa
CEO & President
Invictus Group

Adam Mustafa is a co-founder of the Invictus Group. He has been providing strategic analytics, M&A, CECL, and capital adequacy advisory services to banks since the beginning of the financial crisis. Mr. Mustafa has overseen the design and development of fully customized capital stress testing, capital management, CECL, and strategic planning systems for banks ranging from under $100 million in assets to those with more than $10 billion. He has been a featured speaker on CECL, M&A, and stress testing at a number of conferences, including those hosted by regulators. Prior to joining Invictus, he had senior-level experience as a banker, financial services consultant, and corporate CFO. He has an MBA from Georgetown University and a BA from Syracuse University.

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar.

This WiBinar is ideal for

Chief Executive Officer, Chief Financial Officer, Controller, Chief Credit Officer, Chief Banking Officer, Compliance Officer, Auditor